AMD
Advanced Micro Devices Inc
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AMD took the scenic route to fucking both calls and puts
AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide
AMD just guided to more revenue next quarter than Intel. Ten years ago Intel was 12x its size
Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
Nvidia makes about 25x AMD's profit but is only worth about 6x as much
id like a WSB style reddit made purely for heavily dumped "buy the dip" plays
$AMD has the AI narrative, now it needs to hold $520
Expect AMD revenue to double in 2027
AMD posts $13.4B in Q3 as Data Center revenue nearly doubles to $8.5B
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
Stock Market Recap for Tuesday, November 3, 2026
Stock Market Recap for Tuesday, November 3, 2026
AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
+$16,000,000 on AMD and SOXL. Sold it all.
Warsh and factories: will today's data force an October Fed hike?
Nvidia, AMD, Micron fall as AI stock sell-off deepens
0DTE put went deep ITM after-hours - any way to exercise after cutoff?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Mentions
beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)
Itanium was released 2 years before AMD released their 64 bit chip, so Intel was first.
**BanBet Lost** — /u/StuffedBunss (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $483.61 → $550.00 | +13.7% | 2d | Lost |
Long term AMD investor, I am thinking to add some NVDA today.
All these upgrades to LITE...and the target prices are like 2x what they are trading at. Are these analysts retards? Or does the AI buildout still have legs? I'm down to AMD, SNDK and CEG. Ditched a bunch of GLW this morning before it took it's leg down.
Can anyone explain AMD to me? Rickets AH last night then eats shit at open
**BanBet Lost** — /u/SirBuysHighALott (1W - 3L, 25%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $490.98 → $350.00 | -28.7% | 1d | Lost |
AMD gives up its entire earnings bump in a few hours and people think the market is back...lol
because widespread fears that data center buildout will slow from regulatory overhang since Texas is now democrat controlled. Personally think that's a complete misread of the situation and that if data centers won't be built in Texas it'll just be another state even though nothing is even confirmed on the Texas side. The real news is that AMD confirmed the trend continues, hyperscalers are not slowing, and now we should actually see some relief in yields from oil/inflation cooling with dems pressuring to end the war. These all indicate that semis have no reason to trade down and instead are now at great value given how much they had already sold off leading up to this point. My view is that it's maybe a little slow today and tomorrow to pick back up as we some rebalancing into the yield sensitive names that suffered all year but then semis should continue higher into year end.
I mean that’s just completely normal movement on AMD following an ER print Definitely not being pinned to burn options
Nvidia has priced themselves into a situation where they are forcing all the AI players to seek or develop alternatives that are much more affordable. AMD is one of the organizations many of them are collaborating with and developing open source software stacks to eliminate the need for Nvidia. So there’s a real risk that Nvidia becomes less relevant and AMD ultimately wins more market share in AI.
Companies sell to demand and that is news? AMD didn’t switch business models it found another buyer. If data centers die tomorrow they’ll sell to their current markets in consumer and business markets.
Semis getting rekt even after great AMD earnings but Duolingo going up 30% is the most typical market move in a while
AMD leaps grabbed. they printed for me last year. I’m running it back
long AMD so biased. record quarter, $13.4B revenue up 45% and data center nearly doubled to $8.5B, thats 64% of the company now. the guide is the thing tho, about $17B for Q4 and server revenue doubling in 2027. the dent is cash, free cash flow was only $554M because inventory jumped about $3B to pre build for the ramp. if that doesnt convert in Q4 thats the number to watch
So I told her this same thing. I told her to base her trades on a 3 month cycle, where are stocks now and where will they likely be based on what you think Q3 looks like? For instance AMD is a solid long term position, but for a three month competition it could go sideways. I haven't gotten to explain to her forward earnings and how that works yet.
Buying AMD or NVDA now?
This after AMD blew the doors off
All the AMD acronyms get me every fucking time without fail lol
MU puts saved my gambling port, opened -30% down thanks to ANET and AMD…now I’m up 10%
Why is AMD moving like a meme stock!!??
AMD gains wiped off call holders thought they were smart but Citadel quant knew exactly how to bait yo gambling ass
AMD scared me out of my Nvidia puts today and now doesn’t want to go up??? Cmon
It's about the growth. Percentage wise, AMD has more growth potential than NVDIA. It's easier to grow from a 780B marketcap then from a 4.9T marketcap.
AMD last night: Up 10%, Before open: down 2%, After open: up 6%, now: down 1%. Healthy market, nothing to see here.
#Fucking told you AMD would turn red when it was up 6% last night LMAO🤌
INTC has to prove itself it's a turnaround story. AMD didn't sit on it's hands like Intel did leading into all this massive AI growth Nvda started.
omg my $AMD puts starting to printith
My AMD puts going crazy
$AMD advanced money destroyer
LMFAO AMD red for the day
So the market just ignores AMD’s earnings and guidance? What a joke
yeah i'm cautiously pessimistic here not chasing anything got some good gains on $AMD pump and timed it pretty well taking the dub seeing as it's basically red now lol
AMD really said f your calls and puts
That fits the closes; AMd fell acout 11% on Oct 30, the day INtel fell about 29%, and another 7.5% on Nov 2 when Intell dropped about 9%. So I'd say it moved with Intel and the chip group more than on anything AMD said itself.
AMD and SMCI gonna go red😂
Market raging green and AMD is flat as my ass
even AMD is in the green and INTC still eating shit :kek:
I remember when AMD was a dollar..
no matter what happens in the world, another generation of AMD bagholders will get printed
The fuck happened to AMD mang, come on mang what's going mang you know whatta I mean mang? 😤
Semiconductors not getting any love after blockbuster earnings from AMD is just so fucking unfair
day trading was the move on $AMD today if I just bought calls at open and hoped for the best I would've been fucked \+$7K
AMD had good earnings and midterms
What you’re describing is the opposite of the false equivalence fallacy. The false equivalence fallacy is saying two things are the same when they aren’t. He is saying NVDA and AMD are different when, according to you, they’re actually similar.
1800% on AMD in within the span of 12minutes is nuts :jpow:
Oh, I see, the problem: >Nah, I love AMD, it's one of my biggest profit makers for the year, got out in the summer sold 3 of my last 4 shares I kept for no reason in the 600s. So, I shoulda put a comma after summer. It did not hit the 600s in the summer. I assumed the fact that it didn't hit the 600s in the summer would be enough for reading comprehension to kick in.
Why did I buy AMD at 512 after the morning pump, after waiting for the big dip for weeks and then not buying at 470. What is wrong with me! On leverage too. What are the chances I see that money back. Already down big from October.
"AMD prepares for even weaker PC market in 2027, expects double-digit decline in shipments" INTC said the same thing and got murdered 40% LOL
Why the fuck did I buy AMD at 512 after the morning pump, instead of buying at 470 after waiting for the dip for weeks and then not taking it. On leverage too. What the hell is wrong with me.
I think you have reading comprehension issues. I sold a couple hundred k in AMD over the summer, kept 4, sold 3 in the 600s. Reread.
Ive almost recivered from my AMD puts. I shouldnt have done it
What makes the market value AMD so much for growth? I'd think INTC has better growth potential due to the foundry.
No reason for Memory to be down. MU literally made more money in their last quarter than AMD will in the next 5 years. And MU will continue to print money at that scale for the next year+. Market is dumb I’m buying more.
Yeah people forget this. I was an early adopter because the Athlons were good chips in the early 00s. Then it was back to Intel for about 15 years, because from a cost/benefit ratio it wasn't even remotely close - Intel was obliterating AMD. Then around what...2020 or so? AMD became competitive. But even as recently as 2023 when I built out my new rig, Intel was still the best deal for mostly single-threaded high-end gaming. It's only in the like...last 2 or 3 years that AMD's CPUs have become dominant, their GPUs vaguely competitive with Nvidia, and more. Their success right now is mostly up to datacenters, and nothing else. Previous commentator is delusional - AMD was struggling for about 20 years, and they'll struggle again if this datacenter thing falls through. All that being said, Intel is a laughably incompetent company, they were just a first mover.
scalped some $AMD calls at the open thought my timing/execution was bad but now I'm grateful I got out when I did (:
Holy shit, bit an AMD call and already up109%
I said last night to buy calls, $AMD fake dump am, now rocket.
AMD has like a $790b market cap. When Nvidia hit $800b market cap, it's annual revenue was $27b for 2023. It's pretty standard for these high growth names. Also, Amazon's revenue is like close to a trillion but what actually matters is gross profit.
AMD is kil AMD is saved! AMD is kil AMD is saved!
so I sold AMZN at 245 via CC and bought NVDA after thinking AMD results would restart the rally I'm starting to think trading isn't for me
AMD is not a stock. It is not a corporation. It is an experience.
I broke my rule opened a position within 15 minutes of the open but I just couldn't ignore this $AMD dip and I'm glad I bought in my 500 calls are already in the money :)
Imagine not buying AMD DIP
Holy smokes my AMD calls are rising from the ded 😂
AMD doesnt know wtf it wants to do
pissed i blew that AMD put but the rest of my acc is pumping
Lets go AMD to a billion?
AMD gotta be the funniest thing
AMD red after those earnings means the AI trade is entirely over for the foreseeable future.
Dang it theta gang to kill AMD
Hope all fans of lisa su took screenshot when AMD was green
How is spy up over 1% and AMD barely got green
Yea NVDA just makes too much profit. Things can change but right now it’s looking like it can’t be touched. And AMD PE is too high, forward PE also kinda too high.
I'm just sitting and watching for the AMD/Oracle collapse. Don't mind me <3
gonna close my AMD puts, shit is a loser anymore
AMD fucking both bulls and bears today
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $558.18 (above) | $485.37 | +15.0% | Thu 9:24 AM ET |
You should be grateful it's still green. AMD being up at all after earnings is like getting heads 3 times in a row.
All stocks rising except AMD. Fuck this shit stupid market
Don't touch SOXL today. TSM is literally sitting on the 200 MA. NVDA just a few cents under. AMD will be on crack cocaine because of the earnings (still over the 200 MA). AVGO, QCOM, INTC and a few others are way under the 200 MA. Do leveraged DOW or Russell if it's your thing.
It was Rambus, not Ramus. I never said Intel didn't have stumbles, I just said they were one of the most steady stocks on Wall Street until \~2010. I'm not too young to remember the TRS-80, so I don't think I'm forgetting much about intel. Let me ask you this. Over the entire span of AMD's existence, up through 2015, which stock gave better returns? It's not even remotely close. Intel clobbered them in marketshare, revenue, profitability, and stock return all the way up through 2010-2015. Did AMD occasionally have better tech. Yep. Did it matter? Not much, up until \~2018.
AMD bears happy cause even if they chose calls they’d still get gaped 🤝 a true theta moment
same for AMD call holders lol
Oh damn, AMD first went aladeen but now it goes aladeen
u/bearhunter429's AMD prediction came true 🙌 hella impressed with this one 🤣
AMD back to completely flat. Theta gang cooked both call put buyers
If you valued the companies at having this level of spending/revenue for only 2-3 years then they go back to being the old PC focused companies they wouldnt be worth a trillion. AMD and the others would be worth maybe $100 million like they were before. that's why the stock goes down. Yes they are getting money now but it has to be sustainable forever at their current share prices
Just woke up. can't wait to see my AMD calls. 7% after PM. Thanks Subae