AMD

spellbadgrammargood

of course AMD goes down like 10 minutes after I sell my 450p..

RayU_AZ

Thursday it closed at $404.40, **AMD up 12.6% on Friday to $455.** I hope you didn't sell yet.

CEOofBeanz

If AMD doesn’t close above $600 by noon market is rigged

M1BG

Haha I was so close to selling my AMD yesterday

1M-to-Zero

HiMS or OKLO or IREN or INTC or AAPL or NVDA or AMD or MU or

lemurtowne

Imagine being an AMD investor just checking in for the first time since their blowout ER.

Master-Stranger8908

Glad I bought AMD at 408 yesterday

Happy-Champion1661

ofc it makes sense, intc and memory. AMD and others I am less convinced but they probably bounce too. CRWV & friends, now that's a different question and I have no fucking clue

ExistingLiterature34

so AMD goes from 514 to 400 and now back to 444 in what 48 hours or less....

URMomPaysFirMyCalls

Could have bought AMD dip but not. Bought GOOG

spellbadgrammargood

AMD was at 1trillion market cap; now 650billion

NeonIced

Why is AMD premarket up $34 when I bought puts yesterday 😃

Relevant_Pickle_2094

I am Yolo at AMD Puts

dcwhite98

After what was lost in the NASDAQ since Wednesday I hesitate to call this a rally. There were some really good earnings today, and in the past few days like AMD - which was thoroughly crushed despite them. I agree there are some bargains out there, but a longer time frame expectation before the bargain is fully realized is needed.

dermsen

I'd say some people care, these numbers get thrown around a lot right now. That's kind of why I flipped it. And your capex point is basically what the table shows. MU and SNDK are already priced for almost no growth, so the market expects that drop for memory. ARM, AMD and MRVL are priced as if the spending keeps going for years.

Resident_Tutor5039

I cant remember if i had 4000 shares of AMD at 2, or 2000 shares at 4, but i think i sold them at a profit of like .25 cents per share. Lol FUK!!!

Memento_mori9608

FYI, the stocks that led the market this year like AMD, MU, SNDK, etc probably won’t lead again next year

Some-Stranger-7852

AMD and the likes have also been priced like absolute winners, so if we go from “data centers everywhere you look” to “chips in phones and some data centers”, that’s still below the expectations of the market.

bobbo6969-

Still gonna need the computer. There will be ai chips in phones and data centers for years and years into the future. There will be hardware refresh cycles. Companies like AMD are going to be winners for the next 5 years.

dermsen

Fair points, so I reran it with that. With 2.5% growth forever after year 10 instead of zero, every number drops slightly: ARM 35%, AMD 28%, AVGO 18%, NVDA 17%, QCOM 6.5%, MU 0.3%. The ranking doesn't change. On the first point: read the rate as the 10-year average. NVDA growing 50% now and slowing to single digits later can average out to \~20%. A front-loaded path is actually worth a bit more than an even one, so if anything the flat rate overstates what's needed.

FearSeer

I think AMD is a good bellwether for this market. \-It’s down 15% yesterday. \-it’s down 35% in a month \-it’s still up 200% from a year ago \-It’s STILL after this correction valued at 85x earnings \-it now faces a potentially less favourable market as far as capital being spent on what it sells in the time frame we expected. \-it was already priced for absolute perfection ( maybe even beyond that) \-if it fell another 50% it would still be priced for near perfect execution SO you can’t tell me the entire market is having a sober look at these tech AI plays and saying Wellllllll, what if \_\_\_\_\_\_\_\_ So I think the panic is that we aren’t even close to the bottom, and the indiscriminate selling kinda says the same thing. Just a opinion, not even necessarily my base case

dermsen

Pretty much my point. For MU the price only needs \~2.6% a year, so roughly today's cash flow holding flat. If you expect memory earnings to crash once competitors catch up, then MU isn't cheap at 4x. The P/E just looks low because earnings are at the peak. The other end of the table is the opposite case though. ARM, AMD and MRVL are priced for 30 to 40% FCF growth a year for 10 years. The market isn't assuming steady earnings there, it's assuming the rocket keeps going. (Small detail: the model is 10 years of growth, then flat forever, not 15.)

ImaginationHopeful45

>I'm looking at Nvidia, MU and AMD. I feel all 3 are much more insulated from the debt fueled mania that CoreWeave and others face. Isn't Nvidia backstopping Coreweave debt? And some other basically SPVs that Nvidia uses for the circular financing schemes?

SwingLord420

*laughing in 3mm in $VTI*  Don't worry, I'm hoping AMD and GOOG LEAPS too fucktards 

saltytrader_

Nvidia is the stand out with a wider moat. AMD less so despite earnings and MU is up so much and walking it back and probably has more to fall in fear of commodity and cyclical nature of memory

NoContext3573

LoL it's not over. It went down because of low personal computer sales (it's actually because the data centers are buying up all the ram, so PCs are becoming unaffordable) and market fear of regulate from the midterms results. AMD and smci are beating estimates. Amds revenue is a 45% from a year ago. Smci revennue is up 300% from a year ago. $1.81 vs it's expected $1.23. I have AI monitoring my stocks.

ComprehensiveKiwi489

Bought the dip yest. on MU, AMD - Kinda feel like I shoud sell now and take my 8-9% profit, but I guess I'll just wait until market opens, and make 3%.

chavezj469

Ten years ago AMD was trying to catch Intel. Now it may outsell Intel and the stock is still down 21%. The market saw the plot twist and said, "Okay, what happens next?"

obb223

No one would touch AMD at $100 back in 2022

pjank85

I sold all my tech stocks with the exception of Apple. My highest profit was buying AMD years ago at 75 and selling at 630. Today it is at 402. And the bloodbath has not even properly begun. If I wanted a high risk play I would short Anthropic. My belief it is at least 50% overvaluated.

Harp-Note

OMG it was insane! I had TSLA lottos that expired the day before, much to my frustration. I was gutted after I woke up and the big moves were done. My AMD banbet was a win, though. Even though I made that one by accident lol.

Pyrrhic_Pragmatist

2022 washed me out. The media said losing sales to China was a death knell for semiconductors. It was my biggest sector so I believed it. I had 10 grand in both Nvidia and AMD and sold 90% of it.  Now here we are. Back to 10 grand in each but a lot less upside. I waited too long but just didn't have the funds either. So I used margin. So now I pretty much owe the devil my soul

Sensitive_Judgment11

Are AI companies dead like MU AMD and SNDK dead or over reaction.

Ok_Criticism_558

AMD, MU and Meta

OrganizationAble4181

Oh no I was joking, I’m honestly just going to stare at the market before making a choice, considering either AMD puts or calls tbh

OrganizationAble4181

Buy AMD puts

OrganizationAble4181

Yes you want to buy AMD puts :pepeuwu:

oioiiii4

How bout AMD

JohnnyBoyCrypto

AMD tomorrow?

OrganizationAble4181

Tweaking, have puts on AMD & Nvidia for tmr, any thoughts? Bad choice?

OrganizationAble4181

Genuinely considering buying AMD puts

I_Shall_Bore_You

It is cherry-picked, but come on, Intel isn't just another company. There are like 2 major companies making x86 CPUs, and Intel is one of them. Aside from the consumer desktop market, Intel has consistently led AMD in worldwide CPU shipment share.

mememan212

AMD someone buy my fucking bag

STanDiskPositive

AMD sucks and Su Bae needs to step the fuck down she sucks as CEO

SeaBuilding3911

>  to clamp down on the very thing that's keeping economic growth going in the country. > I'm looking at Nvidia, MU and AMD.  Effing lol

idontgethejoke

She sold a bunch of AMD a few weeks ago, so she's good at taking profits. But I don't understand why she bought BABA at 180 and CRWV at 70

Untimely_Mediations

It doesn't matter. A lot of the profit (and the biggest profit margins) are tied to the data center buildout. That's why Micron dropped its consumer line of DRAM and decided to focus on HBM. Nvidia, AMD, and many others have also prioritized data centers/AI. They're extremely exposed to any potential reduction in data center growth. Basically, the result would be overproduction throughout the sector.

XA36

I sold my AMD shorts yesterday

Shoganai_Hito

made $20k shorting AMD last 2 days ftw

Eff-0ff

The CNBC article is worth paying attention to, particularly if you're looking for buying opportunities rather than trying to trade the market day to day. The central question is whether the Nasdaq entering correction territory represents **a normal reset in an otherwise healthy bull market or the beginning of a more substantial decline.** Historically, corrections have often created excellent long-term buying opportunities. But there's an important distinction: a market being down 10% doesn't automatically make stocks cheap. **What correction territory means** A correction occurs when an index falls at least 10% from its recent high. The Nasdaq is especially susceptible to corrections because of its concentration in technology and growth companies, whose valuations are sensitive to interest rates and earnings expectations. **1. What CNBC's historical numbers actually show** CNBC examined 10 previous Nasdaq corrections over the past decade. Average gain after 3 months **+9.41%** Average gain after 6 months **+17.03%** CNBC's reported averages are measured from correction bottoms, not necessarily from the first day the Nasdaq enters correction territory. A broader historical analysis dating to 1971 found that six months after entering correction territory, the Nasdaq was higher approximately 73% of the time, with an average gain of 13.6%. However, roughly 37% of corrections eventually became bear markets. That tells us two things: the longer-term odds have historically favored buyers, but the risk of further substantial losses is real. **2. Why this particular correction concerns me** Today's decline wasn't simply routine profit-taking. NOVEMBER 5, 2026 — MARKET CLOSE Nasdaq **−5.5%** S&P 500 **−4.4%** Dow **−3.4%** Rounded closing declines. There are three issues I'd watch: **AI spending:** Investors are questioning whether enormous data-center investments will generate sufficient profits. **Political uncertainty:** Following the midterm elections, proposed restrictions on data-center development have introduced new risks. **Valuations and borrowing costs:** Expensive technology stocks become vulnerable when growth expectations weaken and financing remains costly. The semiconductor selloff is particularly concerning. Nvidia fell approximately 9.3% today, while AMD declined 17.3%. **3. What I think happens next** These are my scenarios, not statistically calculated probabilities. I lean toward a volatile recovery eventually, but I wouldn't assume we've reached the bottom. **4. How I would approach buying** Given your interest in finding beaten-down stocks with meaningful upside, I would favor buying in stages rather than investing everything immediately. For example, with $100,000 earmarked for stocks: Illustrative allocation for long-term capital, not a prediction of the bottom. One thing I would avoid is assuming the stocks that fell the most will recover the most. Some companies may have permanently impaired earnings prospects. **My overall assessment** **I see this as a developing buying opportunity, but not yet an obvious all-clear signal.** The 2022 Nasdaq correction is an important warning. Investors who assumed the initial 10% decline was the bottom experienced considerably greater losses afterward. And the current market has a genuine fundamental question to answer: will AI spending produce the earnings needed to justify these valuations? Here's what I'd like to explore next: **Do you want me to examine the 15–20 most beaten-down quality stocks in this correction, compare their current valuations with historical averages, and identify which ones offer the strongest potential upside over the next 2–5 years?** I'd look beyond Alphabet and the usual technology names, including profitable businesses that may have been unfairly punished alongside the broader market.

Revolutionary_Rip876

Im not a rich man, but I bought would I could afford. AMD

Kind_Initiative_7567

Tom said sell off overdone and shits mooning soon - I hope so for my AMD calls expiring in two weeks they ded

MagicalAstronomy

lol I got 30 shares of AMD that I got at 70. Should I sell?

x7_omega

Buy and hold peeps want to buy, but need some convincing. Looking at how SNDK is bouncing now, they will have it by the morning. *"I'm looking at Nvidia, MU and AMD. I feel all 3 are much more insulated from the debt fueled mania that CoreWeave and others face. Besides that META has shown its a cashcow and smh ZUCK always comes out on top and the company just continues to grow. Just questioning if today is the day to buy the dip or to wait a couple more days and see if market starts to rebound"* [https://www.reddit.com/r/stocks/comments/1xolp0d/anybody\_buying\_the\_dip/](https://www.reddit.com/r/stocks/comments/1xolp0d/anybody_buying_the_dip/)

MrMonday11235

>While we might see a temporary downturn in companies like Nvidia and micron, they aren’t going to burst like a bubble. They will come roaring back. Well, whether agents bring productivity gains is an entirely separate question from whether Nvidia/Micron can effectively capture the value gain from that. Between Amazon/Google rolling their own silicon, AMD retooling for it, and Intel also getting in, there's a lot of big names are fighting to take away Nvidia's compute lead, not to mention all the startups (or subsidized Chinese labs) eager for a piece of the pie as well. Memory is also always under active research for improvement. It's possible that new technique means model training isn't as gated by high bandwidth requirements, meaning that older RAM and non-VRAM setups can be adapted for it. It could turn out that Micron's design in particular is somehow suboptimal relative to Samsung/SKH, and so they don't get nearly enough orders to match their build out.

Sir_Grindalot

I think the last couple of days scream of algos shenanigans. I was expecting the dems to win big and the tech sector getting hit hard, but what I was not expecting at all was having a first day of SPY going up pumping staples; to me it made no sense considering how important the tech sector is for the overall market, like what are we going to do? Take money from Nvidia/AMD and add 1 trillion market cap to McDonalds? Then we got the real dump and for many people it was ggs. Outside of that fake SPY pump that cost retail a lot of money, I think the dems W and the tech dump were both fairly easy to predict. My port is 90% biotech and has been for a while, just for disclosure.

STanDiskPositive

AMD is a piece of shit fuck AMD

OJpopsicle

Dude you literally bought AMD at its peak 😭🙏

mtnbcn

The math is easy... the only hard part is predicting the future. NVDA is making about $7/share now, projected to make $12/share next year. PE is 25. That'll put them at a pretty normal PE of 15 or so next year. The question is are they going to keep making $13/share or so forever. That's 312 billion a year. Are companies eventually going to slow down on buying new chips? Are chips going to get easier to produce/design, and so they won't be able to charge as much? Almost certainly. So what happens when their margins drop by 20%, and their market share drops by 30 percentage points, and their volume drops? They won't be making 312 billion a year forever. Someone else is going to take some of that market. Nvidia doesn't even make the chips, I don't think.... they design them, and lease out their proprietary software that the tech runs on. AMD has open source software. I just... yeah, it's hard to make the math work where they make 312 billion every year. Companies like Intel saw a competitor come along and take half their market share, and saw margins drop by 20%pts. The only thing I worry about is that they'll be sitting on such a mountain of cash, they can go in a bunch of directions from here, and are already branching out into tangential AI categories like cloud, app store, services, etc.

narutocrazy

Just about every semi stock was down almost 20% today. That’s plenty of a dip to buy into for long term investing. NVDA, AMD, etc aren’t going anywhere.

dvdmaven

I've held AMD for 20+ years and will hold it. Nvidai, I think will bounce, because all of the power-starved gamers will jump in. MU, not unless it hits 100.

Cav829

I posted [this morning](https://www.reddit.com/r/wallstreetbets/comments/1xofthb/comment/19s6e77wmb4f5/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) that I thought the setup for today looked rough. Did I think it was 5%+ bad? Not necessarily. But there were major factors I've been tracking for a while that were screaming that the potential was there. Since you were looking for more information, I'll explain my reasoning. Sorry for the length in advance: 1) First off, I massively de-risked back in July. I saw a lot of indications back then that something was starting to change. I'll pat myself on the back a bit for getting one of the most optimal points to get out of the pool back (missed the optimal by a few weeks). I have 2 401s, one of which had been 85%+ tech since all the way back post-GFC. I completely converted it to an 80/20 Boglehead setup. The big indicators for me were the massive topping pattern in KORU and the KOSPI sell-off as well as MU earnings marking the top in the memory trade. 2) Elaborating on the above, I watch leadership more than anything to anticipate market performance. Quite frankly, I don't care how consumer staples are doing. We could keep going up so long as the Semis and Mag7 were strong. Hence, I already kind of thought we were on borrowed time as the memory trade unwound as what was going to replace that? Leadership only continued to erode from then to the point we were basically held up by AMD, NVDA, and MSFT. Yeah, three companies basically. I'm kind of surprised more people weren't noticing how bad this was getting. 3) The Nasdaq lost support 5 trading days ago. The S&P technically briefly lost it, reclaimed it and tried to push into the moving average stack yesterday, and got swatted back down. That was a pretty bearish look. 4) Credit spreads have been blowing out for weeks. This is like the most consistently accurate super bearish indicator I've ever discovered to the point it's a cheat code. It perfectly predicted the Iran War decline, the Fall lows of last year, and Liberation Day. The market will always stay up if flows support it no matter what dumb narrative is out there. The second money dries up on the other hand, you have to watch your butt. There are some other minor things, but that's how I constructed my own reasoning as to how I was able to detect something was about to occur and what I did about it. Which was just selling tech out of my 401, raising cash, and sticking to day trading over buying much for the long-term.

Grizzant

a while back after AMD shot way up i bought 4 puts as insurance against the market crashing. only 4, and super long, but it almost offset my losses today.

SessionFine4183

Thinking of betting more on AMD & NVDA tomorrow.

Specific_Essay6041

10k shares of AMD bought at $1.75 in January 2016. At the time I just thought this has to be good investment since nearly all computers had either AMD or Intel and AI wasn’t even in the picture

Requirement_Fluid

Open AI and Anthropic IP will end up being owned by the likes of Google, Amazon, MS, Meta, Nvidia and AMD

Kind_Initiative_7567

PLS GOD, I need a 30% pump on AMD , else I’m ruined

Addicted2Vaping

AMD

mtnbcn

It's pretty crazy. Remember when computers sold for $2,000, and you needed to buy a new one every three or so years because so much changed? (gosh, that's about $5,000 for a computer in today's dollars!) People actually think Nvidia is going to hold these margins, and this competitive edge, for years and years? I know they have a moat, but it isn't insurmoutable, and AMD and competitors do exist. There's no denying that Nvidia is growing rapidly right now, but it's quite a leap of faith to think they will grow into their valuation and continue growing. It's hard to double when you already have 80% of the market.

meltbox

Holding my AMD because nothing above 200 ever made sense to me so why start now?

BadaBingSil

bought after hours shares of $AMD and $MU wish me luck guess i'm staying up all night again https://preview.redd.it/1cz6wmn61wzh1.png?width=1299&format=png&auto=webp&s=b8c265794a9db4b13d235929fc874fef5040c0f5

Specialist_Exam_8433

Which CPU will pump the hardest tmrw AMD ARM INTC or QCOM my money is on ARM

Afraid_Deal_4376

AMD to $450 before market open 🚀📈

BadaBingSil

$AMD about to hit 420 450 by the open calling it

YoungXanto

I sold all my AMD and half my NVIDIA, at a cost basis of 80 and 30, respectively. Could they rally? Probably. Which is why I kept half my NVIDIA. But I'm concerned about data center slow downs so I'm gonna just sit on this cash for a bit while I ponder my next move. I'm sure as shit not gonna be holding the bag for SoftBank.

Unoriginal-Cake

Bad management has been a thing at Intel during the tablet/phone era, they paired Atom chips with PowerVR in tablets trying to beat the spec wars yet losing to Google Pixel tablets at that same sub $250-299 price point than just Amazon Fire DX or Apple iPad mini. I recall developers mocking Intel SDK as x86 translator of BlueStacks to ARM or ARM to x86 wasn't going to work. Ex-workplace refused to touch x86 Android as performance was horrible vs the weakest MediaTek dual-core back then vs quad-core Atom. Developing Android apps for x86 Baytrail tablets were horrible, they were the slowest tablets in most benchmarks. Intel took forever to compete with AMD before Ryzen, their response to Ryzen was jack up the TDP to the moon 150-200W by their final HEDT models before splitting it to the big.little core chip design. Chip degrading has hit my jobs' office so its been an adventure of how many times does work grind to a halt from an Intel 13/14th gen CPU bit the dust from the internal corrosion flaw on 13th gen and the two other flaws in 14th gen early batches. AI boom has screwed our office really good and BYOD slowly get eaten back by our workplace to fill that gap each time a desktop bites the dust. I wouldn't be shocked if anyone/business impacted by Intel 13/14th gen won't buy an Intel desktop once they reach replacement cycles, several developers I know went Ryzen 9000 and others are waiting for DDR6 based hardware. Don't expect much on Core Ultra 400/500 series if the current environment keeps going on.

dy-113x

If you have stocks, just quadruple down on NVDA, AMD, MU and wait two years. This same shit happened in 2022 but there was less attention on tech.

Important-Range166

I also am against bailouts, but what you are saying makes no sense with reality. Who is funding the data center buildout? Private credit, institutional investors, pensions (which will have to be bailed out for teachers, firefighters, police, and so on but I personally think they should hold the bag partly and whomever is investing on their behalf should be liable), and the hyperscalers. The hyperscalers are not going bust. Google has $200 billion in cash. Now who could go bust? Neoclouds and possibly Oracle. But again, whomever is buying their debt should hold the bag. So when you break it down, outside of the pensions- there really is no need for a bailout. The companies that will get crushed are the AI suppliers- MU, AMD, NVDA (who has plenty of cash), Open AI, Anthropic, and so on. But AI adoption is still in its infancy. The owners of the compute will attempt to scale but a moratorium fixes their oversupply and helps them monetize what is built. So in reality, the tech overlords benefit and can charge higher prices for compute as we see the neoclouds get flushed and the market crunch spreads like a financial contagion to everyone with a 401k. So does this really fix the problem?

Milanoate

If China wins the AI race, it is like how they win manufacturing. Traditional US companies no longer stand a chance competing with them. Fortunate for the US, during the 25 years that China took over manufacturing, a group of elite companies rose, including Apple, Google, Amazon, Meta, Tesla, NVidia, AMD, etc. These are the companies that provide the fuel for the economy to go forward. If China wins the AI race, these companies will be massacred like US factories. At that point, unless a new set of industries are rising (quantum computing? nuclear fusion?), US will lose its global control and influence to China. That said, I don't think it is easy for China to win the AI race. It is not like slowing down the data center will get China ahead, as long as the dems don't enforce a universal, broader halt of AI development (and they can't, and likely wouldn't).

Unoriginal-Cake

This is what several companies are talking about in the game studio sector during closed meetings, we're expecting nobody buys the next gen consoles(PS6/XBox Helix) may it be Intel or AMD based so we're stuck in that spot of skip PC game ports as nobody can afford GPUs and ride out the storm with Nintendo Switch 2 releases. Our release roadmap is 5-8yrs out on stuff, expecting nobody buys a PC until 2030 so we need to dial back the details/textures in a game engine to keep a baseline of Intel Arc A770/RTX3050 at a minimum in our test labs. Its not so fun for lots of developers/studios that have an already thin profit margin and most folks are part-timers. I just saw the prices of handhelds based on Wildcat Lake and $1000 for an XBox certified device is nuts vs a Switch 2 or a SteamDeck with better controls. Going to wonder what kind of chatter is going on inside Intel as the consumer market implodes. I wonder if Intel pushed marketing ad money in the Windows 11 Home XBox game bundle to get folks to buy a new home PC for $550 worth of XBox "classic games". Note that promo excludes PCs pre-loaded with Windows 11 Pro if you look at the fine print.

IntroductionHefty222

Just woke up from a two day coma; I can’t wait to look at my AMD calls!!!!

MaximusKek

AMD had record profits, how can Nvidia not be the same

sobookwood

Is the US elite that massively profited from the years growth in ai pulling the rug on all of us? I'm holding AMD, Intel Nvidia

TheRealGreenArrow420

+17.58% after today. Outside of FXAIX 401k contributions, about 10% of my portfolio is AMD, GOOG, MSFT, INTC, NVDA in order of size

peepeeepo

AMD has been super high, I am surprised that their CEO isn't in these memes.

Fastbaq

Of course it does. Just buy good companies, in profit, reporting good earnings. AMD, NVDA, EME, GOOG, AMZN, META, CEG, there’s many more. Don’t buy companies not in profit and struggling in earnings.

SanDisk_Made_Me_Rich

Bubble-pop triggers: **still 0 of 4** * **Capex**: being raised, not cut. * **AMD/NVDA guidance**: AMD beat. * **Memory prices**: contract prices are still rising. SNDK just beat for a sixth straight quarter with data-center revenue +61% q/q, and MU has 75%+ of FY27 committed. * **Credit event**: none. This is the Cisco and HDD pattern at full speed: the stocks collapse while the business numbers still look great. Selling everything on the biggest retail capitulation day since March 2020 is historically one of the worst-timed moves you can make.

Serv-N-Folly

Options selling this week pretty decent, but I jumped on selling 11/6 AMD 380 puts a little too early this morning

Open_Pollution_8038

They’ve already cut ram by half on Nvidia and AMD chips, they would double it tomorrow if it was available m.

SalemKinkTrials

Knew this was coming which is why I sold Micron at 100 and AMD at 98 😎

thetalentedmrbowser

AMD about to breach 400

Spac55

$NVDA $SMH $MU $AMD over reaction Data center use some unused land, convert it to vibrant town with high tech workforce. More construction jobs by expanding datacenters. Left or right wing doesn’t mater, all big companies work with both administrations. \~8000 datacenters project nation wide. Big semi demand GOP approve all 8000 projects next few months possibly, still semi big demand next few years, big earnings spike https://preview.redd.it/01fg0b3yivzh1.png?width=1063&format=png&auto=webp&s=1549272a53461af62c550f8298eba2e93bf91681

Harp-Note

AMD below $440.00 made when it was $518.35, expiring on Fri 5:06 PM ET.

Grizzant

yeah my AMD 250 puts for march are up (checks notes) a SHITLOAD today

dcwhite98

It depends on which companies you're talking about. NVDA was at an ATH not long ago. AMD, ARM were also doing well. S&P hit a record yesterday. The down trend in a lot of stocks over the past month(s) have been due to funding, increasing interest rates of that funding, and ROI. The main reasons today are a federal government and many states, TX mainly, with soon to be leaders who are actively slow data centers and AI development. That's what caused today's sell off, and the one in these companies yesterday.

Harp-Note

My AMD banbet is gonna make me look like a genius though ( I made it by accident messing around with formatting)

Spac55

Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high https://preview.redd.it/9b4r6812evzh1.png?width=1063&format=png&auto=webp&s=0b139c46cf7dee59c27b0cd3dc1cac3684e9654e

Spac55

Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high

Moxisxsx

AMD absolutely annihilated today holy shit

sfw_supdood

I'm a software engineer who used to work on Azure datacenters at Microsoft. I also have experience in training AI models. So you can pretend I don't know what I'm talking about, but this is literally my expertise. I said I have long-dated puts, I'm not long NVDA at all. As in I made bets that NVDA will go down in price in the coming year. Most of those are up 50-100%, so yes, it is panning out exactly as I expected. Check my history if you want, I posted a DD post months ago that made it to the front page of WSB. If you followed literally any of the put positions I suggested (NVDA, ORCL, AMD, SOXX, TQQQ, SNDK, CRWV)...they are all up.