AMD
Advanced Micro Devices Inc
Mentions (24Hr)
40.91% Today
Reddit Posts
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Mentions
Last time I let other people's fears affect me, I sold AMD for a small profit rather than for like 4x.
Just need 509 on AMD tomorrow , not asking for much here
I spoke too soon, I see now. But I’m still gonna take a chance, if nvda falls due to not enough guidance, it could also mean AMD is eating into their share…If the market sees it that way LOL
AMD was an obvious short. Thanks for the cash, regards
Pump AMD MU guys common we got this
classic pump and dump today? AMD is doing ok so far but it's only been 20 min
I’m closing my AMD position today or tmr. Nvidia will crash to the pissers take your profit and enjoy the weekend
Fucking MU red again...at least my AMD is printing
# Kodiak AI and AMD Collaborate to Advance Computing Power for Driverless Trucking
ASTS and AMD love red so much they should just kiss
NVDA has grown revenue from $27B in 2022 to $130.5B in 2025. And $215.9B in 2026 with consensus being **$395B** for FY2027 and **$570B** for FY2028. And the fucking forward P/E is 23x. I mean Walmart even after the sell off has a forward PE of 36x. AMD has a forward PE of 62x. This shit is one of the most mispriced stocks I have ever seen. Market is just not willing to let it get above $5 trillion market cap. It should be a $300+ stock easily.
Explain why investing in both would be half losses and half profits. Years ago I invested in Intel and AMD, both are way up since 2001 when I invested. I only wish I had held onto AMD, thought like you and that Intel was going to be the winner. Both were actually winners.
How much did you make off NVDA/AMD if you don't mind sharing?
Dude your responses are legendary. Pretty sure this guy was being sarcastic but I enjoyed the takedown anyway. I think everyone can feel your blood boiling as you type and it’s highly entertaining genuinely great job dude. I own some AMD and I’m curious to get your hot take? Sounds like you’re an nvda bull and a general AI bull which I agree with but I’m curious what your thoughts are on AMD
As an AMD --heavy holder and NVDA holder I would love to see it.
I was planning to build a nice PC (2 x 3090 and an AMD) in 2021 because my gaming laptop died but ended up using that money to buy NVDA and AMD shares instead. Lucky me.
I thought Nvidia was proprietary and AMD was open source?
I don’t disagree but if it’s that easy then why isn’t AMD making their own “MEGALODON” version of CUDA and shipping open source equivalents? It can’t be that easy or they would have done it already.
People are mostly retarded here so its knowledge on deaf ears. Anyone with a brain who has watched the past 2 years of earnings knows its a pure prem burner in either direction. Gone are the days of +20% rippers. You gotta look to AMD, ARM, AVGO, possibly INTC, etc for chip earning rippers.
If Nvidia drops tomorrow, AMD is sure to follow?
This guy was an engineer at Meta and Google before this he wasn’t doing it at this level he probably couldn’t cut it at scale which is why he’s gone less than 2 years later, they will hire someone who has more immediate experience at scale probably from Nvidia or AMD or some such company.
AMD could see some nice gains this week
On the other side of the coin, their PE is a quarter of AMD’s PE
it's AI Psychosis. They know they are cooked. The after hour earnings today were trash and the after market is already looking paniced. I'm feeling real good with my AMD and NVDA puts 😎
Began investing in Nvidia in the mid to late 2000s. My relationship with Intel is on and off. I began investing into AMD about a year or extra into their comeback with Ryzen. I wouldn't call myself much of a gamer. I bought into Nvidia back when they began developing CUDA and talking about advanced uses while everyone else was focused on gaming performance of their product line at the time. In similar fashion, around the same time I began investing in Netflix and Amazon because I had a fairly good idea what was going to happen over the years to come. For those with an engineering background, often time these companies discuss future hardware or possibilities in their technical blogs which aren't easily found unless you Google it out. AWS was a few years old at the time and the whole "cloud computing" concept was new to a lot of people. Also they were launching ebooks and readers at the time. My biggest regret was not buying tons of shares back when AMD was just over a dollar per share.
You win some you lose some. I’m salty too because I lost on AMD and Tesla last week.
Remember how everyone said that last time and really nothing happened? Pepperidge Farms remembers. My bet is NVDA IV crushes both sides. AMD pumps for no reason.
so r my AMD puts fucked?
How the fuck did AMD go from $200 to $500+ from April to June
It’s all going to be moot anyway. We will be using photonic chips shrunk already 10,000x for training & inference for AI. One optical processing unit (OPU) from Neurophos (8 chips) is equal to a 3,000 lb server GPU rack while drawing 100x less power. Light doesn’t generate heat nor does it require the enormous amount of power that transistors do. We are the wall of what is possible with shrinking transistors on silicon. We are stacking them, AMD did chiplets when single chips no longer could keep up and NVDA is investing very heavily into $LITE, $GLW and $COHR bc they know if they surround their shitty power hungry GPUs with photonic components it’ll make it appear like they are making efficiency gains. The only moat is CUDA & Q.ANT (German startup) already has proven in real life AI datacenters that they can work beside GPUs and pull 30x less power while doing certain tasks like inference 50x faster. NVIDIA knows this but I would be investing in all things optical unless NVIDIA has a few tricks up their sleeve. Buy INTC, LITE, COHR and GLW to name a few NOT AAOI. The ETF EUV has a nice balance but I would wait for the 3rd week in September when the great ETF, hedge fund, index fund rebalancing occurs & all those chip stocks get kicked to lower concentrations. Especially considering the money in momentum funds currently like SPMO.
As long as AMD goes up 😂
Wondering if I should play NVDA for earnings tomorrow, or better to play AMD as proxy?
SMCI and AMD casually ripping. Something’s up.
That’s why you bet on the ripple effects, MU, AMD, SMCI.
AMD calls are the play I stg
I'm definitely going all out on AMD puts if AI bubble pops
Bankers Algo scam $DKS $AMD $AVGO pump dump Algo One day pump, next day dump
AMD rounding out hard + September Effect around the corner. October puts maybe? 👀
# Come on AMD - you piece of junk.
AMD how about you go ahead and break thru $480 for me
AMD itd be cool if youd just go to like 550 rq
AMD 454 was a no brainer
AMD looks like a good short. It's the last bit of retail cope hoping they benefit from NVDA going down a bit.
Closed AMD calls for gains, just holding GOOGL and AMZN now. I don't think these two will do shit but bleed. I am done for the day I guess.
The setup for this earnings to go up is actually good. It is below where it was both before and after last earnings call, and if guidance is higher it will most likely go back to 225-230 where it was last week. That being said… it’s pretty much always going to be the best strategy if trading to buy Nvidia 1 week post earnings and sell 2-3 weeks before its next earnings. There’s too much drama with the stock. Either that or just sell covered calls on it 5% above closing price on earnings day. They will never let Nvidia move 10% upwards. That’s pretty much AMD’s whole market cap, and on a stock with the heaviest weight in most indices.
Should have bought AMD yesterday. At least MRVL is no longer limp
NVDA reports tomorrow. Yesterday tech sold off and the Dow went up. Rotation or nerves? Monday's tape looked odd to me. Nasdaq 100 -0.97%, Nasdaq Composite -0.76%, S&P -0.28%, but the Dow +0.26%. NVDA -3%, MU -6%, TSLA -4%, AMD -3.5%, AVGO -3%. Brent -2.35%, gold sitting near $4,700. Two reads I keep going back and forth on: Bull read: nobody actually ran for the exits. Money left the AI names and went into old-economy stuff, which is what pre-event repositioning looks like. A 3% move two days before earnings on a stock the whole market is waiting on isn't unusual. Bear read: MU being the worst of the group is the interesting part. That's the supply chain, not the headline name, and it fits the "is AI capex earning a return" question that's been hanging around for months. Gold testing a breakout doesn't scream relaxed either. NVDA's sitting between roughly $205-210 and $220-225. Feels like the print settles which read was right. Not asking whether to buy or sell. Curious what others make of the Dow diverging like that going into an NVDA report plus Jackson Hole in the same week.
NVDA reports tomorrow. Yesterday tech sold off and the Dow went up. Rotation or nerves? Did some research to figure it out. Monday's tape looked odd to me. Nasdaq 100 -0.97%, Nasdaq Composite -0.76%, S&P -0.28%, but the Dow +0.26%. NVDA -3%, MU -6%, TSLA -4%, AMD -3.5%, AVGO -3%. Brent -2.35%, gold sitting near $4,700. Two reads I keep going back and forth on: Bull read: nobody actually ran for the exits. Money left the AI names and went into old-economy stuff, which is what pre-event repositioning looks like. A 3% move two days before earnings on a stock the whole market is waiting on isn't unusual. Bear read: MU being the worst of the group is the interesting part. That's the supply chain, not the headline name, and it fits the "is AI capex earning a return" question that's been hanging around for months. Gold testing a breakout doesn't scream relaxed either. NVDA's sitting between roughly $205-210 and $220-225. Feels like the print settles which read was right. Not asking whether to buy or sell. Curious what others make of the Dow diverging like that going into an NVDA report plus Jackson Hole in the same week.
Naive gamers bought NVDA / AMD / INTL because "gaming go boom" Smart money bought NVDA because of CUDA invention Smart money bought AMD / INTL based on the IOT thesis. At the end it doesnt matter because they both were right. And gamers probably had an easier time to hold through it because their blind faith in "gaming company i like" is an easier hold than predicting the powerhouses providing the infrastructure of the future.
Buying fuck ton of AMD at open for no reason whatsoever
I have TTWO leaps expiring end of Dec 2027. Also started positions on SONY in the last 2 months as they’ve started to end physical discs and is transitioning into the next phase of AI - robotics. But otherwise been in NVDA, INTC and AMD forever.
We still have need for standard compute though. Datacenters are still needed, every company on the planet still needs them regardless of of it's for AI or not. Nvidia hasn't been propped up by falling for a very long time now, datacenter has been their primary source of income and it just kept growing at an obscene rate even before the AI hype train took off. Nvidia was always selling everything they made. AI just created an absurd amount of fake demand which drove prices of hardware into the stratosphere, it became a seller's market and nvidia capitalized on that. Now they know that even normal datacenter demand will still be willing to pay that price, and AMD can't manage to produce enough to force prices down (nor would AMD want to, as has been their behavior for quite some time).
Guys, it’s not about who can do the better math and code, it’s about adoption by engineers, professionals, scientists and the people who make the future happen. CUDA wins simply because of the established base. To change that scenario, NVIDIA’s competitors must somehow get all those people to shift. Look at how successful giants like Apple and AMD have been on that front: not that much, and this is despite Apple’s absolute fucking beast of a value advantage before they hiked prices on unified memory products. The way I see it, unless we have some kind of actual market crash and disentanglement from this runaway train that is AI, we are eventually headed to a classic neo-dystopian cyberpunk future where giants like NVIDIA own EVERYTHING… ofcourse we likely won’t see it in our lifetimes…but this is where the market is headed. Everyone is investing in nvidia. It’s not just stock pickers. All the broad etfs are full of nvidia. And it’s a dominoes effect. It is scary
Invest in the tech that runs them, imo. Game companies are some of the most greedy corporations out there: It’s ruining the industry. People are getting fed up with high prices and low quality. Luckily there are a ton of great old games that play on modern tech. Microsoft, Nvidia, Apple, AMD, STX, Logitech, etc.
Yup me too, but it was 3 years ago. Still my best investments. AMD still has lots of room to run IMO. I got back in to AMD last April at $100 and now it’s $450. Still has a market cap under $1T and with Agentic AI next, demand for CPUs will overshadow GPUs.
NVDA, picks and shovels. Still the same here, if you more team red, maybe I can interest you in some AMD perhaps
Palantir itself relies on LLMs and AI , I don’t get that your analysis is on. It is weird when you talking about pre market pump and then dump. How does this matter to AI or not ? I don’t think AI goes down because it keeps correcting , this is the real reason we don’t get a bubble …. Because they are all making money and valuations aren’t really that high. Most of the market is basically not AI. It is your mega tech, and as long as mega tech ain’t falling. The market will likely not fall much. semiconductors can’t really take the market down , and Nvidia , Broadcom , AMD and even memory stocks are making too much cash. You cannot take them down by too much even if you wanted too. That huge pile of cash puts a floor on the valuations. AI is just another tech revolution. , nothing else. Pretty sure everyone was bearish in the internet too. But it was all a bad thesis in the long run. Technically , we don’t need AI for people at work as much as we would need it in the future for managing the planet as a whole. Pppulations are crashing , you can’t sustain the world with half the people , and you also need a lot of manual labor , a lot of research , and if you are going to build in the most dangerous places, AI is needed. After a few people years , AI will jsut be another normal tech..
Bought AMD and NVDA in 2023. Sucks to suck
I invested in Nvidia and AMD in 2018 when I first started investing. That worked out well haha. Intel, on the other hand…lets just say that I’m not concerned about it being too large a part of my portfolio lol
I got my dad to buy into Activision back in the 2000’s. He asked about NVDA in the 2010’s and we both got in and it’s been a great ride since. Also, AMD
I invested in Nvidia and AMD 12 years ago because I liked their CPUs and GPUs. That worked out well.
GAMR top 5 holdings: MSFT (~12%) NVDA (~10%) Tencent (~9.5%) AMD (~9.5%) META (~9.5%) None of these are pure play gaming stocks. They will all move more around AI news rather than gaming news. https://amplifyetfs.com/GAMR-holdings/
All of my favorite stocks have been giant pieces of shit for months. ASTS, RKLB, AMD, INTC. Just a colossal dumpster fire of losses.
All of my favorite stocks have been giant pieces of shit for month. ASTS, RKLB, AMD, INTC. Just a giant dumpster fire of losses.
When will AMD and INTC stop being giant pieces of shit? They were so good to us in the first half of the year.
That is True for AMD, But NVDA is basically flat since months. Where are the priced in sky high expectations?
Now a good time for AMD? Or am I catching a falling knife?
AMD and MU’s ability to fuck me should be studied
Jfc AMD and SOXL are killing my already dead portfolio
Probably. Most would not be caught dead using AMD
Definitely insider trading. There’s no way your average joe will bet that much on AppLovin… while leaving AMD and Amazon completely aside.
AMD just flipped green
When AMD tells Jensen to bend over
Long way down for AMD bulls. You’ll get a chance to buy more after it falls through $150
Thank you for your sacrifice, make sure you sell AMD at 359 when I buy back
I keep reading articles about chip companies, ones like AMD, INTC and TSM. I've never seen them in the grocery store, but that didn't stop me from buying them.
Well, OpenAI has been using the AMD stack in production for a while (probably side-by-side with NVIDIA). Not sure about others. But it's only going to get easier going forward. People will continue investing into automated tooling to avoid as much NVIDIA tax as possible (the higher the cost difference per token, the more motivation to avoid it). That moat will gradually dissolve over time (\~years).
For example, OpenAI allegedly uses PyTorch for everything up to and including production inference. PyTorch models developed on NVIDIA/CUDA run on AMD/ROCm mostly out-of-the-box (using AMD's enterprise HW; the consumer side used to be a nightmare, indeed).
Ah so that’s why Elon said he’s only buying Nvidia moving forward. AMD just isn’t competitive in GPUs. They had to give up 20% equity to get some purchase orders and even still they reported/guided weak GPU numbers few weeks ago. Their run up is due to CPU TAM exploding due to inference.
> What are customers gonna do,buy AMD? AMD looks to be sold out for 2027..
Hello degens, whats yalls opinion on MRVL and AMD? I have very big holdings of both with cost basises of 110 and 70 and I'm getting scared of the next 2001 going off, but I don't really want to sell due to the capital gains it'
I keep hearing that CUDA is their moat but for LLM inference it certainly isn't. Theres nothing stopping any org from deploying Kimi K3 on to an AMD cluster or one of the inference chips provided by the cloud providers.
its such a crazy statement cuz 'next' implies getting there before AMD which would be insane
NVDA is fighting cerebras on one side with 4x-8x performance over even Groq (let alone hopper/rubin), and AMD/Taalas on another with (a few \* here of course) 20 to 30 times the throughput of Groq decode (and far better performance than that if you're going by tokens/watts). Pre-fill is going to be the obstacle, and that's where I'm definitely going to hedge my bet on Cerebras + AMD hybrid solutions, as we are still squarely in the era of "no one gets fired for buying Nvidia" but there's only so much you can do with interconnect between node-scale chips before you hit bottlenecks that are impossible to surmount without everything (including memory) on a single wafer with petabyte speed interconnect, which is why I think in the long-term CBRS will have its pick of the highest margin real time MoE workloads.
Friendly reminder it doesn't matter if Nvidia, AMD, Broadcom, or Marvell wins (I own all of them btw) They all need memory & storage from Micron, SanDisk, SK Hynix, Samsung, Kioxia, Western Digital, and Seagate. This is the real Magnificent 7 right here
What’s wrong with buying AMD? Cuda as a moat is getting dead
Nvidia and AMD are one and the same. The CEO's of both companies are literally close blood family. What one does is always a benefit to both.
True, if they have free power / cooling then they could use AMD
AMD does not match my fundamentals. The P/E and P/FCF are absurd, no dividend and worst of all the ROE. Good luck...
Put $1k on AMD on a whim and let it ride