AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
Still cant believe this is happening to AMD. I know Nvidia stock split. Seeing AMD stock higher than Nvidia is still unbelievable.
Yeah I bought nvda as my first stock cause I’m a software engineer and in my masters classes we covered parallel programming and the future of gpus was evident then. I’m not a pro invester, I only had like 20k in AMD which I sold half of at 225, but idk how to really valuate it. I think I’ll just hold the rest and whatever happens happens, it feels like a bubble at this valuation though
That is because they aren’t making them in the same sense that Nvidia, Intel and AMD are making them. What Google did was basically custom tweaking ARM processors with the help of Broadcom to fit better in their own cloud servers. And TSMC is handling production. so you can’t simply just go buy a bunch of Axion processors to use at home. The other companies are actually doing the manufacturing itself for the purpose of selling to others, or in case of Tesla, to sell as part of their car/robot line up.
Redditoids when you don’t buy a shit fart 6000 AMD chip
Go ahead link to anyone talking about the AMD April run
I mean that strategy hasn't really worked for intel or are we going to ignore the last 8 years? They aren't innovating in the space. Unless innovation is just considered buying ASML tech. This all just makes AMD look better. No fabs no worries.
I plan to buy a small position in AMD Monday so it will top exactly at that time
What’s a realistic AMD price Monday? I have 5k DAMD shares…
Yeah and to be honest, I completely forgot about it because that set of stocks is performing whatever. Hit on AMD, Broadcom, and Nvidia...Missed on Salesforce, Hubspot, and Qualcomm.
AMD for this guy meant “Another Million Dollars”
4 shares turning into real money feels good too. You been riding AMD since the low $10s or jumped in later?
Probably should short now with AMD bei by ridiculously priced
300% is nothing to downplay-that's strong conviction paying off. Buying in the $60s took real confidence. What made you trust AMD that early, and do you still see setups like that today?
are you going to double down with shorts on AMD next week?
Holy crap. Teach me how to do this shit. All I do is buy AMD since 2022.
I plan to end the bull run Monday by buying a small position in AMD
Around 2010 AMD was bouncing between $2-$4 every other month.
Medium volatility, generally a growth stock, starts when the stock is down. Sell puts for premium and then establish your low economic basis. Sell some conservative calls (I like 10 delta) since I expect growth from the lot entry point (don’t kill a runner early). Run weekly to build some revenue and set your floor (acquisition price minus put and call premium). Then amp up your delta to 20 for a few weeks. Determine your floor (cost basis plus any lending you might need). Weekly premium should be 2-3x any margin. Setup should be less than 3 months Delta 10 phase can last a while. Forced sale is actually very good since it’s a high strike. Don’t fight these spikes. Delta 20 is more premium time (lower strike). You are greedy but getting paid while heading to the exit. HOOD SOFI AMD RIVN SHOP All have recently been good entry at different price points. Wheel is a basic model. You need to adjust for the overall market and specific ticker. It’s not a set and forget strategy, it’s a grind.
Thanks for posting this. I bought most of my AMD during their 2022 dip into the $60s so I’m only in the lowly 300% return territory instead of your 3,000% but I had no idea it had surged to be a bit insignificant part of my brokerage portfolio. Time to rebalance.
Google is too profitable. Intel and AMD don’t actually make any money so it’s easier for the stock to be manipulated.
Yes. TSMC does the fabrication, AVGO does more of the manufacture design. But yes there’s another layer taking a cut that AMD and Intel don’t have to pay separately.
Can wait for AMD bulls to lose it all. Gamblers were buying and now more gamblers chasing
Broadcom is the design partner to translate the design and add proprietary parts, TSMC & co manufacture the parts. You’re right though, there’s more parties involved so the margins are smaller. AMD does the design and manufacture translation and just gets TSMC and other parties to manufacture. Intel does the same but may manufacture the chips in house depending on how cutting edge they need to be. Google also doesn’t sell its Axion chips to others, so it’s not getting a margin on sales, it’s all down to AI and cloud pricing.
I can end the AMD run tomorrow by buying a single share.
Nah we pump into AMD earnings next Tuesday
Shorted AMD at the end of the day on Friday!!. I don't know why AMD has to go up because Intel declared good results. I see the connection, but I felt it was too much pumped up.
When you say perfect placed bet. Could you tell me how you came to your analysis on AMD? And like leading up to the trade.
Hell yeah I bought Intel at the same price. Done amazingly, I actually got the idea from LTT ironically because Linus brought up a good point about the value intel has to america right now. With AMD being dominant in CPUs and NVIDIA dominating GPUs the US has to bankroll the company to keep a foot in the tech race. It all made perfect sense, I just wish I had more money to buy into it
Intel had an unexpected turnaround on CPUs and AMD makes CPUs. Not the same as a GPU manufacturer and mem provider. Your thesis here will only bankrupt you if you’re also expecting 150% moves. You also said 350 out of the money not showing any understanding of the greeks. See my community service post here so you actually attempt to educate yourself and why this is pure gambling: https://www.reddit.com/r/wallstreetbets/s/z7bzrAafHF
AMD +80% from the bottom is insane, those who bought in March are eating good
Seems like nothing really matters. Only when institutions decide its a buy, it'll be a buy.. AMD got its ass whooped forever until suddenly it was a buy. Was always a great company the whole time
What was the news for AMD to jump? Did it just jump because Intel?
The market cap thing is real but I think there's a more interesting answer underneath it. Look at what people actually talk about when they post AMD vs when they post GOOGL. AMD's social conversation right now: top themes are Ryzen gaming builds, GPU market share, AI laptop adoption, CPU pricing. Every dominant theme is silicon. It's a pure-play chip narrative. GOOGL's conversation: 40% Google product launches (Gemini stuff mostly), 25% general market performance, then critical themes about Play Store policies and Maps complaints. Axion isn't anywhere in the top themes I track. Custom silicon is genuinely a huge story for their margins long-term but almost nobody outside the technical AI infra crowd is posting about it. That's the actual gap. Pure-play CPU companies get priced as CPU stories because that's all anyone's talking about with them. Diversified hyperscalers like GOOGL get priced as ad/cloud/AI stories with the chip work as a footnote, even when the chip work is structurally important. The Axion advantage shows up in cloud margins over the next 5 years, not in this quarter's narrative. So you're not missing anything on the fundamentals. The market is rewarding narrative purity, and Google is too big and does too many things to get a clean chip story priced into it.
Google's been mooning over the past year+, just not in single 15% days. And, as others have clearly stated, their market cap is far larger than AMD, therefore their stock price requires far more volume to move in either direction.
AMD and Intel chips are years ahead in performance for CPUs
Intel, Nvidia, AMD, etc. are household names. Of course they'll get all of the attention and valuation. If Google is only using Axion in-house, then how would anyone know if it's any good? I doubt Google will admit any issue with it, and everyone else will be skeptical of the value.
Youre right that everyone makes their own chips now but treating them all the same is exactly where the market is underpricing Google. Apple makes them for phones but Amazon and Google make them for massive data centers. The huge blind spot is that independent benchmarks are already showing Googles axion chips beating Amazons latest graviton chips in raw compute. Wall street assumes Amazon is the king of custom cloud chips because they had a head start but Google is actually beating them on pure efficency which is a massive hidden advantage for their cloud margins. Just 10% better can result in hundreds of millions in efficiency at data centers. Saying Google cant make better chips than Intel or AMD just ignores what better actually means for a cloud server. Those dedicated companies have to build generic processors with tons of legacy bloat so they work for all those smaller companies . Google designs axion strictly for their own custom architecture and power grids. Stripping all that generic bloat out makes them objectively faster and cheaper to run for their specific workloads than any off the shelf processor ever could be. Finally the idea that paying TSMC leaves no margin is just wrong. Nvidia and AMD dont own physical fabs either and they print money because the real profit is in the architecture and IP not the factory. The reason Google doesnt sell them isnt because of low margins its because renting them is infinitely better. Why sell a chip once for a flat profit when you can plug it into a rack and rent it out by the hour on google cloud for years while locking enterprise customers into your ecosystem.
12 here-when CO went legal…I started dabbling in the market at the same time. Looks like I shouldn’t have sold that AMD for more Tranzbyte.🙃
AMD puts I bought Friday at close going to print.
Trades like these aren’t something you “learn.” Just like throwing shit at a wall and seeing what sticks, these trades operate under the same concept. The last time a 5/1 $370 AMD call sold for $10, was April 20, when AMD was trading at $270. There is a reason why it only cost $10. If the market wasn’t totally fucked with AI/Data Center Musical Chairs, betting that a massive blue chip company like AMD would make a massive 50% jump in two weeks is absurd. When AMD is trading at $270 a share and someone wants to make a bet that they’ll jump to $370 super quickly, that sounds like a no brainer, so they’re cheap. But after a miraculous pump, now that they’re at $340, $370 isn’t too wild of a dream, so now it’s a more realistic bet, hence the $500 profit. Like throwing shit at a wall and seeing what sticks, sometimes it doesn’t hurt to throw a random $10 here and there because fuck it, what’s $10 lost over 2 weeks if there’s a sliiiiiiigghhhttttt possibility to hit $500?
I stopped taking the post seriously when they claimed AMD has best gpu
Google makes nothing. AMD makes nothing. TSM is their contract partner. Intel is far less reliant on TSM. Investors are starting to wake up to the fact that Intel has way more room to grow because they have their own foundries.
Local inference in the future is about SoC’s with high bandwidth unified memory and on-the-die NPU’s. Apple chips are the leading edge here, but AMD and Intel are absolutely relevant.
ARM indeed looks expensive, but when a strong narrative and speculation about further revenues start lifting a stock repricing can happen suddenly. INTC and AMD looked very expensive last year. AMD now makes more sense.
It's NOT just because Google/Alphabet doesn't sell their CPUs. It's because every major tech and AI firm is also making their own CPUs, that's Apple, that's Amazon, Nvidia, etc. The smaller ones that genuinely do not make their own ARM chips these days. They are the ones still buying AMD or Intel, which is still significant, substantial even. But Apple or Google isn't likely to sell better chips than the companies dedicated to it. Intel is unique because they own their Fabs, but everyone else has to go to TSMC or Samsung to actually build CPUs. But ARM lets pretty much anyone design their own CPU, which is what Google, Amazon and Apple are doing. Someone else still builds them. So while it saves them a bit of money, there probably isn't any margin left to resell them, even if they are competitive on specs
I may DCA into it. I'm a big believer in ARM but still saw it as too expensive over MRVL, AVGO, AMD.
Small correction, more than those 2 combined. Google is 2nd by market capital rn It'd also be more than Apple + Microsoft + AMD + Intel.
INTC was left for dead months ago, I was mocked when I said it will see $100 in 2026... Yesterday, it singlehandedly added $1 trillion to the market when you also consider the pump in NVDA, AMD, ARM, QCOM and others
I'm up 81% on my AMD. Haven't decided if I'll take profits soon or let it ride. Only 54 shares, so not a huge position.
just delaying the inevtiable. what information do you even base that sell on with AMD just in its baby steps of a return all because of a ATH???
Sorry but this rant is way too long for how uninformed it is. The consensus is Agentic AI workloads use 1:1 CPU's to GPU's not 8:1, LBT did mention it could even flip into the CPU's favor but I don't think he meant anything more then 2:1, although who knows what will happen in the future. Now you went into detail on how agentic AI doesn't actually need any more CPUs than regular inference and basically make the assumption the current CPU demand is being driven from the old 8:1 ratio. This is flat out wrong, the whole point of an AI agent is it uses tools to achieve its tasks and those tools are run on CPUs. There is actually a second driver of this new CPU demand which is reinforcement learning in training runs where frontier labs are now using tens of thousands of CPUs to verify reward signals that is fed back into the GPU clusters. I find it interesting how reddit generally assumes that x86 is dead which will kill Intel but at the same time remains bullish on AMD. Not saying you specifically here, but the rise of Arm is only ever mentioned as an Intel bear case. Anyways the advantage of Arm is generally overstated for reasons I cba to go into. Particularly in server CPUs and HPC workloads where they perform far worse than x86. Intel products are already coming back on track. On the server side Granite Rapids although definitely worse than AMD Turin, is at least in the same ballpark. Clear Water Forest will be better then Turin Dense. AMD Venice may be better than Diamond Rapids because of the decision to remove multi-threading however the gap will be nowhere near as bad as it used to be. Intel are miles ahead with glass substrate and they are going to use it to make chips TSMC simply can't. Diamond Rapids will have a 512 core version, Coral Rapids will have 512 cores with multi-threading. AMD will struggle to field half those cores in the same time frame. Also Intel hasn't given up with AI accelerators Jaguar Shores will come out in 2027 and it will likely be pretty competitive, again because of how large they can make it on glass substrate.
> Google literally built its own custom CPU called Axion Google literally does not build their own cpus, TSM builds the Axios. Google designed the Axios, that's a literal big difference. AMD also only designs their chips, but unlike google AMD sells their chips; google rents their chips, again a big difference. Companies are buying chips to get away from the costs of renting chips; every chip sold by amd or others is a chip no longer being rented from google.
How about seeking out TSM (Taiwan Semiconductor Manufacturing Company: TSMC): the one actually manufacturing most of the chips the other guys design (including NVDA, AMD, AMZN, etc).
Bought AMD, MRVL, NVDA, AMAT several years ago when INTC couldn't get out of their own way. I'm good, TY very much.
I thought the same thing a year ago, so I full ported Google, stock is up \~100% since. Keep in mind Google is almost 10x the size of AMD and Intel, so it will move slower in general. Google also gets it's valuation from many things: Search, Youtube, GCP, Gemini, Waymo, etc. A breakthrough in one of them won't move the company the same way because each revenue source represents a smaller percentage of the company compared to if it was only one revenue source. If you believe in Google, just buy and hold.
GOOGL gained ~70B in market cap Friday. AMD gained ~80B market cap. Intel gained ~100B market cap. What’s the problem?
You are literally using gen AI to defend your point instead of thinking on your own...if you believe CPU is not going to be a bottleneck then I suggest you start shorting Intel and AMD and see how that goes.
A lot to process, but I would also agree, even if AI workload continues to shift to inference, biggest beneficiaries would not be CPU, but the GPU leaders in NVDA and AMD. Neither companies slowing down anytime soon and killing it based on [their performance table](https://www.stock-table.com/performance?public_uuid=9c2925e2-4d2d-4ae4-a3c0-7719ac203c93).
On friday I bought AMD calls, semiconductor etf, google stock, 714 spy call. Then to cover me a bit I bought 711 spy puts, oil etf, clean energy etf. Hopefully I'm at +0% on monday
cause AMD is 500bln mkt cap and Intel 450bln mkt cap, so is way easier to make it moon while Google is at 4T
If AMD can be 300+ INTC will be 600 a share
I remember when this sub shit on AMD calling it ‘advanced money destroyer’ Why did I listen to you tards
AMD surge is due to Intel's ER. Maybe look at who else is releasing earnings recently, and see which other company stocks can benefit from that.
ASML makes the machines that make their product. You can’t compare them to Intel or AMD.
AMD is too high at this $330 level.. still remember the $120 ticker price i sold it for in 2021
Semis blow off top incoming PT INTEL 112 AMD 420 NVDA 260 ARM 300
It will be going down, but the problem is they have momentum and unless something happens with Iran… the trend should push them up until AMD earnings… now I don’t know how good you are on margin as a few more dollars in price can trigger an easy margin call.
so sick of these ppl posting Intel and AMD gains, fuck you! 😭😭😭
Puts it is. I love how you say that CPUs are the "bomb here" yet AMD invested a lot into GPUs primarily and most of their valuation was based off of how many gpus will they sell in the future. Bear call spreads it is along with puts.
If you made money on Intel or AMD I would just like to say FUCK YOU.
well yeah,.. 1wte vs 1dte makes a huge difference. I tried doing \~ the same thing OP did last week on TSM earnings ... didn't work Still, I'm long on AMD so I can't really complain..
Sorry gurus but unless you were shilling SNDK at 40 or AMD last month, you’re just as retarded as I am
That guy turning $300 to 50k on AMD calls makes me wanna do lotto plays again
AMD bulls what color lambo are yall getting?
Absolutely, I can share with what worked for me, my answer is going to be 2 parts:- Strategy 1: Webstien's stage 2 breakout, recent hits where GEV, VRT, DELL and AMD. Buying where the big money is, stocks that at all time highs and above moving average with huge pooling value plus a very disciplined Stop loss, if the breakout fails I'm out. It's hard for me to explain the strategy but there are a lot of videos online could help you understand how it works and I very highly recommend reading the book. It's chill, it's easy, it's headache free, it's BORING, GEV went from 740 to almost 1200, VRT went 41% up so it pays off very well when the break out actually happens. Strategy 2: Small positions 500$-1000$ swing trading following simple few steps:- 1. Looking for a sector that about to be hot not what's already peaking so right now I stopped chasing tech I'm more into other plays like DXCM. 2. I never chase the price, i wait for the price to come to me with buy limit orders or buy ONLY when the noise is over and support level is confirmed. 3. I never close my position, I sell half when the price is up and right below the resistance point to secure at least 50% of my capital, if the stock performing good and about to break a second psychological resist point I sell some more shares to recover all of my remaining capital and let the house money play with trail stop losses, however if I'm being stressed I close the position and call it a day. 4. None negotiable stop losses, if the resist point is broken, I'm out. 5. I often average down when the resist point is confirmed and stable. 6. I hunt for stocks that being punished by the market while there is nothing wrong with the company and the recent example is DXCM. 7. No greed, 5-10% Is my goal unless the potential is real and there is room for an extra 5-10% and I only do that if I have time to keep checking my screen if I'm busy 10% and call it a day. 8. No regrets, if I sold and the stock mooned I look at my phone and sigh and remind myself that I made a profit and there is no need to feel bad. 9. I always look for the reasons behind the moves, I buyand sell based on fundamentals not hype. I'm sorry I know I'm explaining it Like a child but in not a veteran trader that's exactly now I'm dealing with the market now after my huge loss and it's working for me so far, after beyond meat disaster I lost everything and in February I started over with a tiny capital and so far I'm up 33%.
Well you’re correct, in a way. Options almost never get exercised, and that means actually cashing in and buying the shares. They always get sold to someone else, so someone else has the option. Remember though, he only paid $10 TOTAL for the legal right to buy 100 shares at $370 a share. So even if AMD goes to $371 a share, he’s automatically made $100. For every dollar that AMD goes up after being “in the money”, it’s an extra $100 in his pocket. But option contracts go up as the share price goes up, and they’re more likely to be “in the money”. In my Apple example, even if Apple is still $10 away from the strike price, $290 a share, contracts at $300, your $3 option contract is now worth $65 because it’s so much closer and probable it will go into the money. There’s a lot more to it, such as “the Greeks” which tell you about time decay, volatility, and such, but basically, buy cheap af option contracts, stock price goes up, options increase exponentially
isn't AMD rival of nvidia that also does graphic card and sort?
Why AMD not intel? Why $350 not $35K? U got explain these two questions. $35K would be $5 millions.
Mostly luck. lol. The calls were pretty cheap, and I have a lot of NVidia and AMD, so the way I figured it, either Intel rebounds and they’ll be fine. Or if Intel collapses, NVidia and AMD will probably go up, so sort of a win-win I suppose.
AMD is one of the leaner companies in the space. The valuation right now makes zero sense and I say this as someone who has been in the stock from when it was priced in the teens. It stopped making sense probably around $150 or so.
This is the dumbest shit I’ve ever read. I was in AMD when it was below $30 on sound fundamentals. The valuations today are delulu but I haven’t sold because it just keeps going up. I mean the PE is whacked.
My buddy sold AMD and made $300k the week Prince died. I wound up buying my own on that week and haven’t sold. He later lost $400k the next fiscal year and owes the IRS to this day…I rode the next wave and it’s been the best decision I’ve ever made only trumped by also buying Nvidia that same weekend.
Holding half incase AMD decides to keep rippin 😃
Bought AMD puts at the top yesterday for 5/29 but forgot they have earnings….am I cooked?
AMD on Tuesday preview for Wednesday
Well essentially he gambled and won. No different than winning a scratch ticket. A week or two ago, he purchased a call option, a legal document saying he can buy 100 shares of AMD for $370 a share. Let’s say it was exactly a week ago. At the time, AMD was trading at $270 per share. So someone out there made up a legal document and said hey, I’ll give you the option to buy 100 shares of AMD for $370 a share, BUT this contract is only valid until May 1st, and it’ll cost ya $10 to purchase this agreement (contract) Because never in a million years would anyone think AMD is gonna run up 26% two weeks. It’s a moon shot. In this case tho, bro got lucky and it did.
Me after I bought 20k in Intel and AMD puts instead of calls. -17k instead of 300k+
https://preview.redd.it/egbvd44rvbxg1.jpeg?width=1282&format=pjpg&auto=webp&s=1d30f3efa2aac6dd9510a769e432e8249c9b072e AMD 📈
All of the replies about percentages and money show why he is rich and we are not. He's not selling because he believes in the position. Intel sucks. Apple doesn't make x86. Who else even is there..? AMD is such an obviously good position he might as well just keep it.
Tell that to INTC and AMD.
Sometimes the point isn’t to wait for it to get ITM, it’s to get closer while there’s still time left and they gain extrinsic value. I buy often buy OTM and sell OTM a short time later for a profit just because price has moved in my favor a little. Not everyone waits all the way till expiration. Obviously this guy can’t afford to buy 3,000 shares of AMD so he’s gonna be selling early anyway.
AMD almost doubled their market cap in the last few weeks
AMD is his only friend. Let him have it 😂
Be me chickened out on 5/15 10x150c on AMD on 9th April sold with a $200 loss, would be worth 100k now loool
You can ask any AI like Gemini or Claude this question and it will likely give you an answer around the idea that the stock market is largely emotional in the near term and nothing about fundamentals. Tan, the CEO has done a masterful job of selling Intel’s brand against AI Investments that are enormous in the data center market at this point. The latest coupe d’etat he’s getting Elon Musk to shake his hand in front of the Intel logo in Santa Clara headquarters. AI and figure heads like musk move markets in the short term. Intel is a US fab that has to succeed and it’s true. It’s been largely undervalued based on assets for a decade due to under performance. Tell Paul some revenue in to Q1 with aggressive increase in pricing and then hints AI in announcements and boom the market goes nuts. The other most like post is correct from a financial fundamental perspective. Intel is massively in trouble compared to TSMC on the fab side and Nvidia AMD on the silicon CPUGPU side But Tan doesn’t care as he will cash out at 80 $90 and be gone with his winnings in the next year
I should have bought more AMD when it was $100.
You're right about the agentic shift, but wrong about the monopoly. Nvidia’s Vera CPU was specifically built to solve that exact problem, and Broadcom’s custom ASICs are eating more of Nvidia's inference lunch than AMD is right now. AMD might still be a solid play, but you're clearly not as tapped in as you think you are.