Reddit Posts
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
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
AVGO is lagging the entire semis rally. What am I missing?
I was completely fine losing my AMD shares until it almost happened
AMD hits $1 trillion market cap as stock continues 5-day rally
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Mentions
Why is NVDA not even able to stay up with AMD or MU i don’t understand
google has strangled money out of almost as many people as AMD has
>The real cost of AI is being suppressed, however once the entirety of society is dependent on it, people will pay it's true cost. It's being subsidized. The "true cost" will depend on how many people need frontier models versus cheap open-weight models. If 90% of tasks only require commodity AI, the profit margins may not be that impressive. There are already harnesses that route simple prompts to cheaper models. My friend is running an AMD Ryzen AI Halo rig at home and it does a pretty good job with Python coding. It's an expensive setup for a home user, but trivial for a small company. You can do the same thing with Nvidia Spark or Mac Studio.
That monthly candle on AMD looks like the top lmao
Happened to me Monday w AMD. They had outages j couldn’t sell shit and lose my 0dte
If AMD ends above $525 my parents might get back together
Hardware layer (big margin potential right now, effectively only 3 providers; NVDA, AMD, Apple), hyperscalers (modest margin), hosting (low margin). The model itself is already mostly irrelevant for most tasks, you could throw a dart at a wall with all the recent models on it and for the vast majority of business use cases, you'd see no difference. Models are completely interchangeable already for most users, we swap them constantly using a model router at work, our users don't even know what model they are using (DSV4Flash for most tasks, just because I trust you guys!). ;) The other potential capture area is in the harness layer. Swapping from one harness to another, particularly if you're talking something that's a personal assistant/agent can be a real challenge. I hate FB as a company/investment, but their move with Muse is a great business decision, if you can lock users into your agentic layer that is much stickier. Not sure there's a ton of revenue to generate here, but the potential exists IMHO.
AMD king let’s go!! keep running 👑
AMD you’re gonna make me busy ugh
AMD please keep going
AMD please break out
And as part of that condition he said unless they create an entirely new form of AI they will collapse. They didn't invent a new form of AI and they didn't collapse. Are you illiterate? Sure, a bubble popping would look like what happened in 2000 or 2008. We would see valuations plummeting. In October 2025, Anthropic was valued at around 183 billion, and OpenAI at 500 billion, today it's around 1.5-2 trillion for Anthropic and 1.25 trillion for OpenAI. Not only are they worth a shitload of money, but they are being assigned an extremely high p/s ratio showing investors have faith in the company. Semicondcutor companies like TSM/AMD etc are up 100% YoY and trading are multiples that price in significant growth. No one is saying the bubble has popped.
Yep spy 760 qqq 700 was the bottom i guess , all in on calls now on AMD
Someone bought AMD at $650 😂😂😂
Die AMD, die. Drill to under $500 you prick
NVDA at 160 would be nice, AMD at 300, MU at 500. But do we get it is the age old question. Both bears and bulls can be greedy at times
"TPUs are quite unique on one hand" Is it? All bigtech has their own versions (under a different name, since TPU is copyrighted) of it: \- Amazon: Trainium \- MSFT: Maia \- Meta: Mtia \- AMD: Instinct \- etc. Google was the first who made it and they have the highest saturation. They certainly have an advantage for now, but that will go away as the competition picks up production. Back then they simply didn't need such a chip.
But is AMD competitive in server and workstation cards? I just don't know enough about it. I just know that they make so much money it seems to me there should be more competitition. And where are the cheap Chinese entrees?
For a while there, AMD wasn't doing what it's known for. Thank god it's back to being Advanced Money Destroyer
You're assuming all $825 billion in commitments will translate into cash payments that need to be financed externally. commitments NOT EQUAL payments. Meta generates tens of billions in operating cash flow every q, and these commitments are spread over many years. Some deals, like AMD, also come with equity incentives that could offset the cost if AMD's share price appreciates. So where exactly does your $500 billion funding gap come from?
I hate to break it to you but as an 11 year long in AMD honestly this has been common practice and at least for now wouldn't read to much into it. Let's see how the debt restructuring of the neoclouds settles. Corporate demand is still very much there and in its infancy.
I can tell from the number of comments that everyone's portfolio has been getting shafted, and mine is no exception. My biopharma play keeps hitting lows, meanwhile the incredible AMD/RKLB runs from this year have been losing some steam (though I'm definitely not complaining about either). I don't see an end in sight either. Rates will probably need a small raise, or will be held here, which is no good. The economy feels weak, but I know nothing about anything so who's to say. Just gonna keep holding, I guess.
non-sarcastically i want to say that very smart people used the knowledge and ressources they had back then to analyse a companies value - and many of them lost a lot of money. i'd say the "intelligence" google has may still be undervalued, its basically 24/7 obeservation of the movement, interests and social interactions of billions of people. Others have that too tho, it's sold on a more or less public market. just don't 10x some shit. AMD could be well in business throughout 2027 and still drop to 320$ a share. It's fair to say that the Tech-Industrie is overflowing with money - but money can be put elsewhere. i don't think Jensen would buy more NVDA right now.
UNH calls up 36%, GEHC calls also up a bit hoping it’ll have a big upside post earning, but absolutely getting blown to bits on LITE, COHR, AMD, AVGO, GOOGL, AMZN, and MRVL.
Is the AMD guy still alive? I bet the ups and downs cooked him.
Intel's chips are still inferior to AMD on the x86 side and they dont have answer to the low wattage ARM side with Apple or Nvidia, so I don't know why their stock 5x'ed. Would love to see it back at $25/share and absolutely dunk on the Tr@mp trade.
If you can afford it, just hold. I'm very bullish on AMD for the next 1-2 years
What does AMD open at tomorrow?
I bought a bunch more AMD.... 2 weeks ago.... fffuuuuu
Best move I made so far is to sell 1/3 of my AMD at $615, save some of the proceeds in my HYSA for taxes and expenses in the upcoming year, and put the rest all in ELF, CELH, MCD, AXP this year lol those stocks are doing well. I also put some in TQQQ and that's down, but I can hold that. And I believe AMD still has a long way to go, so holding it until $800 at least.
Two things to consider: 1. The people who get rich during a boom are not the people who are the focus of the boom. 2. The entire market is interconnected. Let's assume that the AI bubble suddenly bursts. The ENTIRE market would be affected by this. Yes, AI companies would probably be hit the hardest and the first to fold, but companies in the tech sector may be secondary casualties. Energy and water utility companies are going to see drops because people assume data centers aren't going to be built en masse anymore. Financial companies are going to see drops since their investments won't be repaid. The entire economy will see a constriction. That being said, the companies that make the hardware and networks (Companies like Nvidia, AMD, and network providers) will have a drop in their stock price (Nvidia may have a really hard crash) but they're not going to be wiped off the face of the planet. Microsoft, Google, and Meta would be in way more trouble. This is because Nvidia/AMD/Sandisk actually sells products: Computer chips and other hardware. Basically, a tl;dr: Entire market goes down, AI companies largely fold, tech companies in dangerous water, hardware manufacturers/network services hurt but not destroyed.
WTF is wrong with AVGO. Why can’t it be like AMD?
Yes AI is amazing but if too much debt is spent on it too quickly, that is certainly a problem. Further, it has made balance sheets meaningless because there’s no way to discern how much of the revenue is circular (I give you 10% of AMD if you buy my chips inflates numbers for both of us). I wouldn’t be surprised if the “AI slowdown” is just an attenpt to reduce cash burn. I’m bullish in the long run but I’m not buying companies that have already ran up 500%+ in a year. If I miss the boat, so be it
AMD has been flat for even longer
Ok, well, I hate to break it to you, but that indicator is bullshit. AMD for instance, a F'ing TRILLION dollar company does not shed 160ish points or 24% of its market cap in 2 weeks without MONSTER, bigtime, HUGE money dumping positions. Implying a trillion dollar company can dump like that without major institutional involvement is just crazy man. How many times does it need to be said, \*retail does not move the market.\* Not even close.
Nvda is still holding strong, it is the “others” that are falling - INTC, AMD, MU, SNDK
I like looking at Volume and the A/D indicator on my brokerage app. are not declining on the A/D indicator which, from what I understand, tells you that intitutional buyers are not selling, but just quietly scooping up cheaper retail shares. Likewise with Volume: big price moves in either direction on low volume will usually reverse within days. AMD for instance. A/D has only slightly declined on the one year chart while the price is crashing. And volume is normal to lighter than normal. This likely means institutions are either not selling at all or just trimming a little for profit, as it is over-extended, while holding on to their core position.
Who else bought AMD 650 calls last week when it dipped to 550🙋♂️🙋♂️ getting slaughtered
Any negative OpenAI news will take AMD down. It seems like they are quite sensitive to OpenAI failures.
MU and AMD pinned me down and pummelled me and not in a good way
I was gonna sell everything and fill port into AMD puts this morning. I had that thought in the shower but I bitched out.
$AMD is a trillion dollar company $600 calls are free money
Double down AMD calls?
$AMD FOOCKD ME SO HARD TODAY :sorrow:
remember when $AMD was a trillion dollar company? pepperidge farms remembers
Well I don’t think a lot of theses business AMD, MU, Intel, deserve to lose -10% in a day either, loading up.
AMD back to ~500 is crazy shit
AMD looking pretty tempting here
This is the AMD I remember and love. You hurts me so good Lisa… 😭
**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $600.00 (above) | $506.24 | +18.5% | Thu, Nov 5, 2:21 PM ET |
To think that buying AMD when it dropped 40 bucks was a steal, hell it dropped another 7 bucks. what the actual fucking dog shit
AMD getting absolutely smoked
For real? So how is that not good for AMD?
Won’t be cuz I loaded calls on qqq and AMD
AMD went up to 1 trillion because Muse had 2.5million weekly users and now its 830billion ^(RIP 170billion)
The usual suspects.... MU, CRWD, RKLB,SNOW,MRNA,AMD,CSCO,Q
Why is AMD +8% in a sea of red????
These things won't go down for a long time.. unlike normally computer hardware in the past its so much more capable for training models. It's not like a core i or ryzen processor where you can easily substitute something. If you want to train a model you likely HAVE to use a cluster of these GPUs. AMD does have some alternatives but they don't have anywhere near the industry support so most companies will stick with NVIDIA.
At some point all that investment will have been worth it......at least for the hyperscalers. But holy cow are NVDA and AMD being flooed with cash. Super bullish on both for the forseeable future.
Balls deep in AMD, LITE, and COHR. Getting double fisted rn
MRVL down 9% and AMD close to 8%. that hurt
$SPCX will be at interstellar💫 levels by the end of October. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z Cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers🏭. PLUS unlike some washed up tech companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the earnings books 👨🍳📚).
AMD down almost % and you'd think it'd dead cat bounce but no, holy fucking shithole
if there's any funny business AMD will be the first to die
AMD 527.5 calls for tomorrow. Not checking chart rest of day
all the stocks im invested in are shittin like theres no tommorow, MU SNDK AMD NVIDIA DELL😭😭
I THOT I WAS SMART BUYING 1DTE $AMD CALLS :wendys:
MY $AMD CALLS ARE ON LIFE SUPPORT :sorrow:
WTF did AMD do to deserve this sell off lmao
who bought SPCX calls yesterday at 166 ? must be feeling like a genius rn same goes to AMD
AMD getting annihilated lmao
Tbh seeing stuff like Dell and AMD and Intel tank when they were immune to serious pullbacks for months really makes me wonder if there's any steam left
So Jensen had told hyperscalers that if they buy AMD chips (or TPUs), they'll be blacklisted for Vera Rubin 😂
Wont survive sub 520 AMD
So anyway…I bought AMD calls and I immediately became poor.
It still blows my mind that AMD was 200 back in late March, then investors were like yeah fuck it its worth 2.5x!
I’m gauging on how AMD has not made anywhere near the amount of money it should have made during the boom while being valued at a near trillion dollars lol it’s dumb af
Their P/E ratios are like a tenth of AMD’s lol
It’s not a crash yet until I see AMD in the 300s. Most overvalued ai stock by far.
the core reason market is down - Lam can't supply wafers to produce GPUs, CPUs - so NVIDIA, AMD, Intel can't produce more chips. Lam is -9% down after earnings https://preview.redd.it/6hsucq0tczwh1.jpeg?width=3200&format=pjpg&auto=webp&s=b0bace0930fee3849e5a7a7e7b5f55448cac892e
are you joking? AMD is up about 300% this year?
As long as you can make money in the short term and not delude urself to holding long-term AI depreciating companies unlike NVDA and AMD that sell it you can still come out on top
**BanBet Won** — /u/HowIsEmuWarriorTaken (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $551.24 → $545.73 | -1.0% | 2h 27m | Won |
You want tickers. GOOG buy around $310-320 AVGO $320 or below, might even go lower. NBIS start buying around $140. AMZN would wait for $235-240. AMD between $460-500 range. META, MSFT, TSLA, PLTR not very high upside at this prices either.
🐻 TRADER: Forgive me, Father, for I have sinned. I bought AMD puts. 🙏 REVEREND BEARHUNTER: ...You did WHAT, my son? 🐻 TRADER: AMD puts, Father. I believe the semiconductor rally is over. 🙏 REVEREND BEARHUNTER: GUARDS! SEIZE THIS MAN'S BROKERAGE ACCOUNT! 🐻 TRADER: BUT FATHER, AMD IS OVERVALUED! 🙏 REVEREND BEARHUNTER: THOU SHALT NOT BET AGAINST LISA SU IN THE HOUSE OF THE LORD! 💀 #LMAO🤌