AMD

Public_Umpire_1099

Exactly, it is such a wild take. Quality GPU cores and HBM are quite literally some of the hardest things to manufacture. Huawei, with full backing from the Chinese govt cant even make GPUs equivalent to what AMD and NVIDIA produced 4 years ago.

Ill-Ad1603

Need AMD to close above 590 this week.

NailDull2586

AMD

Valkorion335786

Jensen used to work for AMD Crazy

green_apple_trees

Revenue is growing the problem is a lot of AI related companies don’t have profitable business models or they have profits but they are relying on demand from unprofitable customers. For example Open AI and many other LLMs are losing a lot of money and if they go down then the revenue and profits of Nvidia, AMD and Micron etc go down. Profitable business models eventually have to be created or the whole industry will have a nasty downturn.

impulsivetwerp

I’m not too certain of that. It’s burned me in the past when I’ve been bearish on AMD, but I’m still skeptical and keep having a gut feeling that it’s gonna get a correction. So steering clear of AMD/ ARM for now

True_Truth

You forgot AMD. That shyt is going to fly to 650.

john510runner

How do you see things unfolding for AMD? Your comments above can easily be turned into a juicy post imho.

Notorious_Quan

AMD and NVDA easily!

r2002

Nice thank you. Google and Amazon are my biggest holdings as well. Though I missed the boat on AMD. Best of luck to us both! I think Amazon is going to lead in robotics given how much immediate use they already have for it in their own workflow.

invester13

AMD, NVIDIA, GOOGLE, and AMAZON. Sold Microsoft recently, at the wrong time, if I'm being honest. I truly believe Amazon will have their Google moment soon and will shoot past 300.

Waste_Bad1924

You have enough money in your account to recover. Just go slow. Buy good companies on this dip like Dell, HPE, AMD, NVDA , VST. with all the remaining money and you recover in 2 months

claytondpark

AMD hit ath then went into bear mkt in 2 wks 😂

Bjamnp17

AMD.

Ill-Ad1603

They didn’t have muse back then, also market cares more about their capex this time. I’m not betting on meta itself to go up, I got AMD 565c’s for 10/23

Jerakl

Fuck ain't that great. I had to let go of my AMD shares I got Jan 2025 last Sep to pay rent. Wouldn't have been 16 Mil tho that's stellar lol

andytobbles

In a grand attempt to “stunt on these hoes” Ima need AMD back at 600 asap.

GrossFleshSack

I've been cucked by cxmt when I could have been in SOXL. But at least I was half in AMD and that absorbed some of the loss. Now considering going deeper into CXMT.

Due_Negotiation6104

AMD will not hit 600, and im long since $100

Ill-Ad1603

Will AMD hit 600 this week or nah? I’m thinking zuck the puck will pump up the stock?

ClaytonKershaw22

All in AMD if it hits 450

magenus1984

10,000 Oracle shares averaged 135, followed by 4,000 AMD averaged 140.

mdh1119

You could do worse than to buy a few QQQ Calls good for a few weeks, ATM. I think this will recover from the drawdown, especially in hardware stocks. However, Q3 2025 will be reporting through November, with AMD early in the month and NVIDIA later on. I think if there is going to be a major correction it will be then. You could go long entirely on QQQ ETF only but hedge with long puts on pivotal dates. So if you get gains on the QQQ calls between tomorrow and then, sell them as an important date approaches (eg NVIDIA in mid month).

Unlucky_Goat_1678

AMD or NBIS seems to have the most asymmetric upside

I_pop_Jardiance

Same, got AMD leaps...post midterm pump wjll retire us.

Ill-Ad1603

My AMD calls will print bigly

andytobbles

You buy hyper growth when the p/e is high. If you buy when it’s lower the reality is it’s either really cheap in price or it’s caught up to its earnings. AMD obviously isn’t cheap so it’s still got some way to go. I bet we see 700s this year

Any_Mud_1628

Yea its nothing like AMD or NVDA from 5+ years ago

greenpride32

Forget about AI GPU compute for a minute. The reason why AMZN and MSFT have soared in the past decade is due to wide adoption of their CPU based hyperscaling. I don't think you can really call an NVDA GPU a commodity because AI for past 10 years was developed on CUDA platform. You don't just replace NVDA with AMD in this case. But CPU's and servers had already been a commodity for 2 decades. If AMZN and MSFT can get high margin for those commodities, just imagine what they can do with limited supply NVDA GPU? And AMD will probably come in with some inferencing too. Something to keep in mind is when you rent capacity from the hyperscalers, you aren't just buying the pure output power of resources - you are paying for a services layer, a physical protection layer, a security layer, a connectivity layer etc. Imagine I delivered a GPU rack to your house or even your general office business location. What can you do with it? You don't have the power, the cooling, probably not even the know how etc. You pay the hyperscaler premiums because you can login to a browser and with a few clicks you have something operational, or login and deploy a snipet of code and boom you have access to a resource.

FistEnergy

P Equity Research: "Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same." Poke another hole in the AI bubble.

Oshiokusun

Just a reminder that a company called wisprflow is currently valued at 2 billion. What they do you ask? Speech to text. Something anyone can do from their keyboard for years. But they use AI.... Yes AI has utility. So has the Internet in the 2000s. Still a bubble. Back then everything had to be online... Now everything has to be AI. And just because they use AI the can raise hundreds of millions.... It's crazy what you see happening there. The valuations are out of control. People now realized AMD can also support AI infrastructure and chart went up 500% in a few months. That's crypto level mania.

JustLurkCarryOn

Freudian “loves AMD despite red flags” slip

CALMER_THAN_YOU_

More like NVDA, AMD, GOOGL, MU, SKHY, suck it

reicaden

So what do I invest in to gain some of this action and upfront aside from chip makers? Im already heavy AMD and Microsoft and TSMC or w/e and Nvidia and Amazon. Whats next?

Steak_Itchy

You guys see Morgan Stanley's AMD forecast cut? These dumbass bulls were in such denial of the AI bubble and they are about to get fucked for it.

PolyglotGeologist

I thought about that, but the market cap of Intel is huge compared to AMD or Dell or Nvidia any of the other ones that have gone up like crazy

lolman1312

another typical michael burry argument, GPUs have much higher longevity than you think and this is already documented and proven. also with NVIDIA making GPUs considered an investment asset class that will be bankable this argument will only get weaker over time. and with open source models continuously becoming better and easier to run on lighter equipment, this means older GPUs will retain their value better and better without the need to constantly upgrade. NVIDIA WILL come out with a more efficient chip, AMD will in no time as well. that can only ever be a good thing, not a bad thing. if you don't understand that you just don't get the AI trade

lurker512879

AMD, I bought at 89, just sitting on the rocket. I just wished I liquidated my other poor performance stocks at the time took the loss and yolod all into AMD..I didn't do my measly 26 shares doubled my entire portfolio initial fund

I_WantToDo_MyBest

When you bought AMD, was it a breakout from a base in an uptrend, or a dip-buy while the stock was weak? And what was your initial stop?

looool_k_libtard

AI crash Monday through Thursday. Memory, data centers, NVIDIA/AMD will all be down 40-50% by then. Emergency meeting Friday morning before Tesla acquires NVIDIA to avoid bankruptcy. Elon saves the planet again per usual.

No_Proof_2736

NVDA with a healthy lead in front of AMZN, AAPL and AMD AMD was tied for 2nd place not long ago but dropped to 4th 🤬

PolyglotGeologist

You think it’ll go up like AMD and Nvidia?

Choobtastic

https://preview.redd.it/u9id8oqa37wh1.jpeg?width=1168&format=pjpg&auto=webp&s=4aaff907d8640b09d3ed97525a1a53cf70b9efb4 AMD

Lugoe

Mu is taking at a forward pe of 4.7 rn and sdnk at 5.6. You will be fine on that front but honestly idk if AMD and Intels futures are as solid, at these valuations it all depends on if they can compete with NVIDIA and it's looking more and more like they can't

ApprehensiveStark25

AMD

Bipolar-NA

Ignore these guys. Random people that can't read past a headline. Coreweave will use asset secured vehicles for pretty much the entirety of their backlog moving forward and their cost of borrowing has gotten progressively cheaper. Their borrowing costs will continue to go down and these people that are talking about bankruptcy have no idea how their structure works. If Coreweave forge actually picks up in ARR this company will go through a insane multiple expansion. I bought AMD near the bottom in May last year and this scare although different in principle is the same overreaction they had then. Know what you're holding and don't sell.

Gl_drink_0117

AVGO big %, and short AMD, OCTA, maybe the only one short AMD lol

keysworld253

Obviously they don't... But there are more players than them in the AI buildout. Imma guess you're running on an AMD or Nvidia GPU?

sentientshadeofgreen

Biggest positions are GME because I never sold, RKLB at a low cost basis, and AMD because I liked that their drivers were baked into the Linux kernel unlike Nvidia. I’m most bullish on Amazon unfortunately. I really want to offload my position because they’re evil and I don’t want bad karma, but everything points bullish so I‘m holding my bags until $325.

HorsedickGoldstein

201 shares of AMD

LordMohid

AMD

Ill-Ad1603

So SMH has had 11 -8% or more weeks in recent times including this week, and it bounced back 8 times out of 10, averaging +4.7% the following week?? I say, my AMD 565c are going to print this week. Not to mention, zuck will pump the market by dissipating Capex concerns.

ernestomn98

Yeah fortunately I bought right before ir ripped back to the 500s, all the semis I have are all around well priced too, I don't want to open the broker app lol. I know for sure AMD is still green, but INTC, MU and SNDK I believe they just turned red on Friday

Drauren

Even the people who make money on stock plays, your brain gets used to it. I made high-five figures on the AMD rip in May/April, and I was excited for like a week, then it was just another day.

Own-Recipe5908

They're soft discontinuing the 5090, they're using the chip for blackwell pro gpus instead. We're at the point where the 5060 is the same price a 5070ti used to be. At least AMD's gpu haven't mooned in price yet.

DubiousChemistry

It was a couple months after the tariff bottom, growth was recovering and AMD had a really good story with the MI series chips being able to take market share off NVDA.

ApplicationEasy3060

I wish I could have bought AMD in 2014 when I was 16... I knew it was going to blow.

jnight138

If it makes you feel better I had 6 figures of AMD at $160 and I timed the bottom almost perfectly when I sold for a loss in Apr/May last year. Also FOMO’d into MSTR around $170 and chickened out when it dropped tiny bit before blasting to $540 6 months later…

andytobbles

Yep and there’s much more upside. AMD earnings won’t peak until like 2029 or higher.

bearhunter429

#AMD shall rise from the south again LMAO🤌

Glittering_Dig3798

I bought AMD at $80 lil bro

Orin_n

I would've never imagined being liquidated on AMD of all things, and now shit can't even hold during the weekend. It's so over fr

andytobbles

If I see the VIX hit 30 I’m going all in on AMD leaps

Legitimate_Risk_1079

NVDA | NVIDIA - Current Price: $214.13 (Friday close) - Market Cap: ~$5.17T - Bull Target (12–18m): $290–$330 - Bear Target: $175–$190 - Upside: +35% to +54% - Downside: -11% to -18% - Reward-to-Risk: ~3.0:1 🟢 - Success Probability: 70% - Expected ROI: ~+26% - Forward P/E: ~17.7x 🟢 - Debt-to-Equity: ~0.17 🟢 - Cash + Marketable Securities: ~$56.6B 🟢 - Dividend Yield: ~0.5% - TTM Revenue: ~$303B - Q2 Revenue: $96.2B, +106% YoY 🟢 - Q2 Data Center Revenue: $89.0B, +117% YoY 🟢 - Q2 Net Income: $59.7B, +126% YoY 🟢 - Gross Margin: 75.0% 🟢 - Share Count: -1.0% YoY 🟢 - Buyback Authorization: $235B remaining through FY2028 🟢 - Price Trend: Strong long-term uptrend, currently correcting from $243.37 52-week high 🟢 - Bull-Case Market Cap: ~$7.0T–$8.0T 🔴 - Comparable Companies: AMD, Broadcom, TSMC - Risk: Moderate - Conviction: 8/10 - Grade: B+ NVIDIA remains the dominant AI-compute company with extraordinary growth, profitability, margins and cash generation. At $214.13, the valuation has become surprisingly reasonable relative to its growth, but the $5.2 trillion starting market cap means even a $300+ target requires trillions of dollars of additional valuation, so despite the excellent fundamentals and reward-to-risk, I keep NVDA at B+ rather than A-range.

the-real-batman3

I did buy AMD at 70 but eventually didn’t hold bc it stayed relatively flat for 3yrs….I didn’t have the belief bc not a gamer but heard good things. Everyone was saying it should be much higher. If AI weren’t a thing these companies wouldn’t be outperforming the S&P so yes some extent it’s luck + ability to hold very long time.

Hilostock

Any bet on potential high and low for AMD and SNDK next week?

WinterSomewhere4153

Agree. And the real winners are the vertical integrators, neoclouds are just temporarly on demand until enough capacity is built. And I would argue that Nvidia sholud not only be aware of Google TPUs and the GCP ecosystem, but now Amazon Trainium chips are already a bigger revenue generator than AMD, and the sinergies with AWS are the real moat.

DubiousChemistry

I got into and out of TQQQ at various spots. Left it in from about Feb 2023 to halfway through the tariff crap, and then again from the Iran war bottom to a random day a month ago where everything went green. I probably should have dumped my AMD then too.

Every-Expert-6043

I recommend you sit on that cash at least until first week of November, after election. I sold off a shitload last fall. So I had plenty of dry powder for the Iran drop, and I was able to load up on AMD, MRVL, GOOG and a few others. I’ve had a great summer. And I’m 95% that we’ve got more shenanigans coming up.

Electrical-Ad-8720

I’ve been taking profits on the pumps and exiting positions to harvest loses where reasonable. When it dumps I reinvest where I can. It hasn’t gone perfectly I have 230 shares of AVGO and I’ll definitely half to lose 25-30% of that just to have safety cash. During this recent crash I averaged down: STX, MU, NBIS, MP, NVTS, APLD, and a bit of NOK. And sold AMD and some MSFT to buttress my cash. Along with some random small positions that weren’t doing anything except tying up cash.

HaveTwoBananas

AMD heading back to sub 450

JZervas

That makes sense, since I lost my ass on AMD calls in 2019. If I had spent the same on shares, I would have made bank. Likely the same will happen to you.

ck2222

Back in 2015 there were really only two graphics card makers… nvidia and AMD. It’s a lot easier to start a drone company than start making graphics cards. You can make a drone today with any number of parts off the shelf

HairlessChest

prices of AMD GPU's are insane lmao

Unqqq

U planning to buy QQQ, MU or AMD calls with it?

Beginning-Fig-9089

ya i had a $700 portfolio once, 100 shares of AMD and 100 shares of MU

Educational_Ant_184

My first ever trade. I had just bought an RX480 because it was just about the best price/perfomance at the time, and I thought, AMD is doing sweet with their new lineup, I guess you should invest in what you know, let's do it as my first foray. I buy, it goes up 300% in a month or a few, and I sell. Now, I bought at about $10; as a poor college student not even paying off credit balances every month, I invested probably $50, and sold when AMD hit $30. Could have done so much better, but you dont know what you dont know. It seemed like a great way to lock in profit, but I didnt know that holding long-term is often the kind of investment you want to make when you have conviction and a specific catalyst in mind

sum_dude44

NVDA, AMD, Meta up for month. So is SPY.

r_ventura_23

AMD

Ragnogrimmus

AMD Nvidia and much of the nasdaq.. palantir.. SpaceX were near all time highs 2 weeks ago. They are coming down before the mid term elections. After the mid terms. Buy call options for April or January. And don't go all in on 1 company.. I see sob stories of people losing 100's of thousands of dollars on high risk options. Spread the love around and take home run shots when you have extra risk money.. And hedge your options in favor of 3 to 1 or something.

ToolTimeT

True story: I bought AMD years ago at 2.30 a share on a whim not a lot of it, like 500 bucks worth... just being a hobbyist pc builder and knowing who they were I thought... why not take a chance. Then when the Japanese tsunami hit and I thought that reactor was going to blow I did something really dumb, I sold a lot of my stock expecting serious economic fallout worldwide over a nuclear disaster.. I was wrong and sold my shares for 26 dollars. Now you might be thinking you still did really well selling your 200 shares you bought for roughly 500 dollars for 5200, thats a nice return. If I hadn't sold it would be worth 106k today

SomePolack

Yeah you’re right about that there’s more upside on AMD for sure

DubiousChemistry

I didn't work at AMD. That story was from some garbage insurance software company.

SomePolack

AMD has some serious problems tbh I don’t dislike them but there’s reason they’re behind NVDA

ApolluMis

God it pains me that dudes were getting jobs at AMD and didn’t know what variables were. The skill floor needed for an internship today is crazy

CALMER_THAN_YOU_

That’s insane but I also think AMD will go way higher long term. Why sell all now instead of sitting on it for a decade or two and selling slowly. You got destroyed by taxes and I feel like you should have consulted a professional and you would have made more

Realistic_Barber_452

Cool. I started learning with AMD. Roku just starting. If I just held them . Lol. Once got enough money you buy opportunity comes along.

DubiousChemistry

No options. I was pretty spooked from drawing down my TQQQ during tariffs that I didn't go back in for a couple weeks. I went for QQQ, then moved to AMD. With my style, yeah, it does involve being acutely aware of what's going on.

bearhunter429

#Just 10 days ago AMD was $658 now $528. Casually down $130 in 10 days. LMAO🤌

Efficient_Win_3902

Paper handed 10x 600puts for AMD expiring in a month Made 3k on what could be 50k, fml

brillrededm

I blown up account by buying puts AMD and Dell in Sept when AI doomsday and rate hike was announced, now that markets is crushing when I a bought calls 2 weeks ago expire worthless today. Do you think market was saved last by Meta/Musa?

TheRealGreenArrow420

Best: TSLA: $900 --> $7.5k Worst: CHPT: $11k --> 2.5k I own neither any more. Remaining Best: AMD: +500% over 6 years, $88 CB INTC: +125% over 3 years, $38 CB ABBV: +113% over 5 years, $133 CB Remaining Worst: DIS: +25% over 3 years BABA: +8.5% over 5 years

bearhunter429

#how much each stock dropped from its 52-week high: #SPY: -2.5% #NVDA: -13% #GOOG: -17% #MSFT: -17% #AMZN: -14% #META: -10% #AVGO: -34% #MU: -30% #AMD: -20% #If SPY drops 10% these stocks will all die LMAO🤌

Deep_Fennel638

I mean, smart people are bears in this market. there's way more downside risk than upside. People who think AMD is going to go up another 1100% before we get a correction are naive. 

Neoncry

AMD

NiceOwner

!banbet AMD $600 1w

Kind_Initiative_7567

All in on intc and AMD calls now 30 dte , AMD 530 and intc below 90 lmaooo these are gonna double from here likely

Sweaty_Platypus69

Also.. we wont hear 2 prominent bulls here - Tropicana84 and that AMD bull Lisa guy.. they have left the chat

Fragile_Maan

I remember last year i bought AMD at 120$ a share.. sold it few days later at 118$..

Damerman

Im short AMD and QQQ... Gonna short the shit out of SPCX on the mext bounce