Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
Neither fits my style. But, I’d also go with AMD if I had to go with one. They’ve historically been a solid underdog with good foundation and management that continues to persist.
AMD will more than double in 2026 on its way to trillion $ market cap. In 2029 a triple!!!
I’ve doubled my money on AMD so I guess I call it The Advanced Money Doubler
Thanks. NVDA back to $200+ seems reasonable if AI spend stays strong. AMD's the wilder ride but that's the tradeoff for higher potential upside. Owning both makes sense.
It’s not just investors — NVDA’s large customers desperately want a challenger, which is even more durable. The big question is whether this second place challenger will be AMD or Broadcom.
Solid analysis. I’m holding both. NVDA should have no issue surpassing 200 in H12026 while AMD has always been volatile and harder to predict.
Went fro $5K to $48K now. Powered by Google, ASML, AMD and others
Good point - that's AMD's longer-term bull case. If ROCm or OpenAI's Triton gains traction, the CUDA moat weakens. But that's a 3-5 year thesis, not a 2026 one. Worth watching though.
Solid pick. Benefits from the custom silicon trend - Google TPU, Apple chips all run through Broadcom. Different bet than NVDA/AMD but plays the same AI theme.
Yes, NVDA has better MOAT. But it’s easier for AMD to beat their estimates. So I always go with the rule “ I don’t know what I don’t know”. So I would rather go with both than just one of them. There’s no limit on how many stocks you can hold in your portfolio.
True. AMD doubling from here is a lot easier than NVDA doubling from $4.5T. That's the AMD bull case in a nutshell - more upside if they execute.
Fair. Past fundamentals don't guarantee future dominance. That said - NVDA has the current moat (CUDA, 80%+ market share) and is actually monetizing AI now. AMD is betting on future share gains. Both could win, but NVDA's not just "analyzing the past" - they're printing money in the present too. What's your take on who monetizes AI best going forward?
Fair point on custom silicon reducing the need for AMD. Broadcom's already eating that lunch with Google/Apple. Taiwan risk is real for anyone relying on TSMC. Intel's domestic story is unique there. Appreciate the detailed Intel case - gave me something to dig into.
Open ai deal with AMD is kinda junk, open ai has no money…..
Also as more and more hyper scalers etc. start to design their own chips there’s really no reason for an AMD and having foundries and packaging available for outside customers will set Intel apart. Too much risk long term with both these names without foundries being reliant on Taiwan which China says it wants to reclaim is a big red flag longterm.
Long long thesis. But yea foundry customer wins, apple etc. semi onshoring, bottlenecks at TSMC, government policy, node leadership reclaimed, new CEO. China Taiwan invasion risk, TSMC will be a generation behind on nodes in the states. Packaging wins too. Intel has only a $180 bil market cap on 1/4th of nvdia’s yearly revenue. Global household name still in 75% of PC’s worldwide. Balance sheet will be fixed too should be well into the $60’s next year and if foundries are a success could see $100+ that’s the short thesis. Plus NvDIa ownership and collaboration and 18a will help claw back market share from AMD.
Lisa Su is one of the best CEOs in tech. The AMD turnaround under her leadership is genuinely impressive - they were nearly bankrupt a decade ago. Good call on the interviews. You learn a lot about a company by watching how the CEO thinks.
Good point. PEG normalizes for growth, and if they're similar there, the "value" argument comes down to which growth rate you believe more. NVDA's growth is more proven, AMD's is more aspirational. Similar PEG, different risk profiles.
Appreciate the tip on the analyst day - will check it out. If AMD hits $20 EPS in that timeframe, current prices look a lot more reasonable. That's a big "if" but the OpenAI deal suggests they're serious about executing. Makes sense to tilt AMD if you believe in the growth trajectory. Higher risk, higher reward.
No reason not to do both — just need clear mental separation. They’ve proven that making the right hardware and working the ecosystem can take down giants (Intel). I’d advise anyone who considers investing in AMD (or anything for that matter) to watch some CEO Lisa Su interviews — very smart woman.
That's a solid way to play it. AMD moves more on sentiment - "Nvidia killer" headlines create spikes, disappointments create dips. More volatility = more opportunity if you're trading it. NVDA is the steadier hold, AMD is the more tradeable one. Both approaches work depending on your style.
I hold both with a sizable tilt toward AMD because to me AMD has more room to grow. AMD forecasted in November "\~$20 EPS in 3-5 years". Take that with a grain of salt of course and discount it based on your own assessment. Still, it seems to be a higher CGAR than Nvidia's $12 EPS estimate in 2030. Check out their 2025 [financial analyst day ](https://ir.amd.com/news-events/financial-analyst-day)if you haven't.
I don't see either as a value at the moment and would rather wait but I'm a swing trader and just swing them on options for the time being. Just rode AMD down from 223 to 200. I personally hold the belief that AMD will still come down at some point and fill the gap around 170. At that point I'd be willing to consider it as a value and jump in 🤷♂️
I’ve accumulated AMD shares from other trading. Nvidia is clearly the leader and will set the direction of the trade. However, AMD has made me more money this year for a simple reason: investors desperately want an Nvidia challenger. That creates profitable overreactions.
Good points - already corrected the P/E in another comment, you're right the GAAP number is misleading due to Xilinx amortization. Your 2030 math is compelling. If AMD executes on revenue growth and the market keeps it at 30x, $600 isn't crazy. The OpenAI deal is real validation. On NVDA needing to stay perfect - fair criticism. They've had a free run for a decade. Competition is real now (AMD, custom silicon from hyperscalers). The question is whether CUDA lock-in holds or erodes. I'd argue NVDA has more margin of safety at current prices, but your AMD thesis is solid. Appreciate the detailed take.
Way back, I bought a bunch of AMD around $4-$5. This was during the Bulldozer era CPUs and before Lisa Su became CEO. I sold at $8.80. If I held my shares and sold anytime this year, I'd be retired.
Fair callout on the numbers - post was based on data from earlier, market's moved since. AMD's pulled back more, so the YTD figure is dated. The core comparison still holds though: NVDA is the dominant player at a reasonable valuation, AMD is the growth challenger at a premium. Happy to hear your take on where the value is.
I mean, it's not that easy to explain kit to people who zero understanding of accounting for business combinations (which is probably the majority of retail investors). I've been screening acquisition-heavy companies that don't get as much coverage as an AMD and I'd argue it's even a factor in companies getting mispriced.
105 p/e is just straight up incorrect. It currently trades at a 40 p/e with respect to the Xilinx acquisition and amortization. Looking forward, projected revenue growth will drop p/e down into the single digits through 2030. What that means is the share price will appreciate into the 600 range in the base case through 2030, because AMD will never trade with single digits p/e. The share price will adjust to keep it in the 30 range. NVDA has less desirable risk/ reward these days. They need to remain perfect otherwise growth will stagnate, now that they’re facing fierce competition for the first time in a decade. AMD has traded at $190 per share within the last couple weeks so I’m not sure why you didn’t get aggressive there. It’s a bargain getting anything below 225/share currently.
Is this written by AI? Stopped reading as soon as I saw 105x p/e. Also, AMD started the year with a share price of 120-125 so the 99% YTD number has to be a month old.
Fair point - you're right that the GAAP P/E is inflated by Xilinx amortization. Adjusted P/E closer to 40x is a better comparison. That actually strengthens the AMD case a bit - 40x vs 25x is a smaller gap than 105x vs 25x. Thanks for the correction. Still think NVDA has better risk/reward at current prices, but AMD's valuation is more reasonable than the GAAP number suggests.
Do other companies not have to represent these costs? When doing peer analysis, this overhead seems applicable to me. Also, that amortization cost isn't going anywhere soon, [reportedly](https://www.reddit.com/r/AMD_Stock/comments/1d2okn1/comment/l62cuom/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button).
It continues to surprise me how so many people bashes AMD for its «insane» pe ratio, without knowing about the xilinx imortization effect
Before anyone sees maybe fox you mistake on the AMD PE, it’s actually something like 40. The figure you have is inflated due to the amortisation cost, mad that people still don’t know this yet post about
Up 107% this year. Mostly TQQQ, SOXL, RIVN, ASTS, RKLB, LUNR, HOOD, BULL, RR, and, AMD. Some I only held for a couple months, others for 8-12 months. Currently holding LUNR, RR, BULL, RKLB. Opened up a 3/26 20C on LUNR recently. See how that shakes out.
Hahaha well I’ve long been mostly index guy so that doesn’t really apply to me. I only have to do the simple basic math with opportunity cost of like S&P average annual returns. Internet hug on the AMD lol
Oh I think I see where this stuff comes from. They’re using “forward P/E”. Probably in the 40-ish range. Ok, I guess, if it’s accurate. I suppose AMD could reasonably get to 20-odd percent net profit margin. Their deal with OpenAI is the worst one I have ever seen, though. Literally taking shareholder money to pump their sales numbers.
110%, Bought big April dips of GOOG, RDDT & AMD!
AMD sticks out like a sore thumb under your portfolio thesis. Where’s the E?
Basically, I wait until people start saying a company is going to zero or that they're not gonna touch it with a 10 foot pole. Used it to buy AMD ($81), GOOGL ($153), and RDDT ($53). I also bought UNH ($296) and ADBE ($336), which are my two worst buys this year.
Up $230,000 thanks to the tariff dip, bought heavy into Mag7, AMD, Sofi, PainPal :( and NBIS.
I moved my stuff out of Nvidia and AMD and bought more precious metals. Silver about to moon.
>I have a low risk tolerance, I'm not trying to gamble but I understand some risk is necessary in investing. >currently, I am invested in AMD, Ford, VOO and GLD. Generally if you have a low risk tolerance investing in individual companies or something like GLD is not low risk
Don't sell your AMD shares.....
AVGO, MSFT, AMD, META. Also slowly DCA into SPY
113% ytd. Mostly from holding PLTR but made some short term trades with AMD and calls on robinhood and sofi. And some premium selling options. I made a lot of mistakes this year that held my portfolio back. Looking to refine and improve in 2026. I Hope we all grow together.
I think AMD and NVDA are good deals at current prices. Not discounted but not overvalued like a lot of tech. RKLB and RIVN are my largest holdings. GOOG doing really well and holds a big SpaceX percentage, like 7%, for when it IPOs.
Both are solid, but they're different bets: AMD: Competing directly with Nvidia for GPU market share. Higher risk/reward. May also benefit from any CUDA disruption, but that's longer term. Broadcom: Benefits from the custom chip trend you mentioned. Google, Apple, Meta all use Broadcom for their custom silicon designs. Ironically, your thesis about big tech building their own chips is actually bullish for Broadcom - they're the ones helping build them. The debt is worth watching, but Broadcom's cash flow covers it comfortably.
MU up 200% YTD while flying under the radar compared to NVDA and AMD. Memory is the AI bottleneck no one talks about. HBM demand is only going up. Anyone else looking at the memory side of the AI trade, or is it all GPU focus here?
TPU aren’t directly replacing GPU Chips from NVDA or AMD. I think you got that wrong, so in short AMD still has a chance grab market share from NVDA
Yeah this happened to me with AMD back in 2020, set a stop at like $52 and woke up to it filling at $47 during some random pre-market panic, then it was back over $55 by noon Learned real quick that gap downs don't give a shit about your stop loss levels lol
Considering my 1000 AMD shares I sold when it peaked at 7$ in 2012...lol no
NVDA and AMD. AMD soared in 2016. Then we all know about NVDA
Congratulations. I’m big in AMD.
It's coming! AMD is going to have an awesome 2026.
AMD will be over $600 by EoY 2028 or sooner. Huge ramp incoming with AI Chips, companies want open source not NVDA moat.
I am pretty new to investing but have tried to put away roughly between 100 to 300 USD away each week for the past two months. I've got around 1000 dollars invested now with a funded emergency fund. I live with my wife at the age of 21 going on 22. She has a very nice job and covers most of our expenses while I only kick back a little of what I make, I always offer more if she needs it of course. I make roughly 800 a week currently but expect it to drop to around 600 after the holiday season ends. I'm trying to save enough to eventually retire, for me that goal amount is much lower due to my wife's savings, roughly I'm aiming for 100k invested. I don't expect to dip into these investments for 20 years or more. I have a low risk tolerance, I'm not trying to gamble but I understand some risk is necessary in investing. currently, I am invested in AMD, Ford, VOO and GLD. I have no debt, thank god. Basically, I'm looking for advice on how to direct my investments going forward, I feel as if I've been doing a decent job as I've seen a 5% return in the last 2 months from a well timed investment into SOFI which I sold off and used to buy more VOO stock. I am still very new to all of this, but I want to be able to set up a comfortable nest egg of sorts that I will hopefully never have to dip into. Realistically, my dream for this money if all goes well would be to only use it in 20-40 years for some nice gifts or things of that nature and leave most of it to my children to build a generational wealth for them, with the hopes they'd add to it and pass it on, etc. (Oh also it's probably already clear but this is a burner account.)
> Advanced Micro Devices CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay a 15% tax to the U.S. government if it ships them. I presume this will move quickly if it is already in accordance with what the U.S. government has authorized. Potentially bullish for AMD, but watch out for whiplash if a new Truth Social post arrives reversing the approval for sale….
RKLB AND AMD BABYY. Bought 200 shares total in the dip.
Where is NVDA/AAPL/AMD/GOOG/AVGO/INTC going to get its chips if TSM goes belly up ??? LOL
AMD has been "coming for NVIDIA" in the GPU space for decades and even when they catch up hardware wise which they often do, they can't ever seem to catch up in terms of features (Cuda etc) which is why NVIDIA is usually the default choice even at a higher cost for comparable hardware (ie. 9070xt vs 5070Ti). My point is, NVIDIA is not Intel, AMD is trying to slay a very different dragon. I'm confident they can eat into their marketshare and have a lot of AMD myself... but this isn't Intel they're chasing. I have an AM5 system with a 9070 I built myself but I can't ever see AMD being Pepsi to NVIDIA's Coke in the GPU space... but the good news is they don't need to be.
It's not a win till you cash out now is it? Did you cash out? I see it's up $2 or 10% grats. I have some stock like AMD and GSAT and they're both up 5%. The benefit of those is they're actually making products that make money. I'm up much larger over my period of investment. So make sure you cash in before people start dumping and you're left holding the bag. I'll be sure to check back in a year.
AMD su in Beijing, the money distributer will be back
Dog good luck trying to explain the AMD or RKLB price action these last few weeks
AMD let it go already. You are so predictable, come PP touch 208.47 for me daddy thank you very much and happy holidays
I wrote a RIVN DD a couple weeks ago (https://www.reddit.com/r/wallstreetbets/comments/1pex7s8/24_million_bet_on_rivn_cursed_carmaker_turnaround/) and blacked out the rest of my port. AMD is my largest holding.
always wondering why pichai family sold many many shares at around 170? why AMD CEO sold miliions around 120?
Sammy has a clear target to take AMD stock to $600.. in case people forgot.
China will buy even more AMD MI400s than NVDA H200s. They know how to make more with less, their country is built on that philosophy.
You forgot AVGO and AMD. Best semiconductor plays right now.
Did AMD cure cancer or something?
What have you not learned from “not enough compute” or “diversification of GPUs” or that Open AI has worked with AMD to design the MI 400 series chips. With all these big deals being announced from open ai and Oracle to buy AMDs 400 series chips you really think the market has priced all that growth in. Maybe you didn’t hear Lisa Su correctly on analyst day “35% CAGR” for the next 5 years. So no Broadcom is not the better buy because it looks like a lot more is priced into their stock.
My biggest winners were ASTS shares & calls, BULL's ipo, AAPL, OPEN, & AMD. My biggest losers were UNH calls, ENVX, and selling $31 covered calls on ASTS 😭 Plenty of situations where I sold for a tiny profit, but would've been up massively if I just held for a few more days (LLY $650 calls specifically 😭😭😭)
I bought AMD that's what I did.
56.35% YTD. Biggest holdings are AMD, UNH, UAL, NVDA, RIVN. INTC, GOOG
This guy is correct. Broadcom sucks. They acquire and enshitify companies, they are a high debt behemoth. RIP VMWare. AMD is a lean, mean, and produces quality tech at a lower price that leaves enterprises no choice but to use them because it’s the most rational thing to do. They are coming for NVDA the same way they came for intel. Mega corps don’t like having to let NVDA name their price. It’s a big market and AMD is smaller so they have a lot more they can grow than the others.
Selling AMD right when they're gaining serious data center traction with MI300 to chase a Broadcom dip feels like backwards timing. Both can win in different segments, you don't need to go all in on one
Don't look at current PE. Look at forward PE. By that said both are decent deals but I would pick AMD if I had to go with one. Much lower valuation on estimated cash flows and growth the coming years.
Imo AMD is still the value play here. the thing is priced right now below it's ath in 2023 pre COVID crash the ai trade was not even a thing yet! (pre Nvda rise). it's price to revenues is like 10x Vs avgo 25x (even after the drawback) avgo is like 1.5 tril market cap Vs amd 330 bil... (nvda 20x) yet amd has very optimistic growth prospects given in its recent analyst day. 35% cagr is insane. and it's not like Lisa su is a hype merchant. she almost always plays things down and always gives low earnings estimates. it seems to me they have at least the open ai deal and Possibly more interested in mi400 which by all accounts is going to be a very powerful and efficient ai chip at rack scale. the stock is not valued high at all imo.
Yeah, I don't have additional cash to buy Broadcom. I own Google, Nvidia, TSMC, and AMD. But Broadcom seems interesting from here. That's why I was wondering how I can buy it. AMD seemed the weakest among them, so I was considering selling AMD and buying Broadcom.
With your knowledge of the future, you are STILL picking the less money making option instead of say buying Nvidia, AMD, etc stocks for multiple times more returns. Do you understand why your answer was derided now?
[https://www.techpowerup.com/344228/nvidia-and-amd-explore-intel-14a-node-apple-and-broadcom-considering-intel-emib-packaging](https://www.techpowerup.com/344228/nvidia-and-amd-explore-intel-14a-node-apple-and-broadcom-considering-intel-emib-packaging) > **NVIDIA and AMD Explore Intel 14A Node, Apple and Broadcom Considering Intel EMIB Packaging** >NVIDIA and AMD are reportedly evaluating Intel Foundry's 14A node, while Apple and Broadcom are considering Intel's EMIB packaging for a custom server accelerator. According to GF Securities Hong Kong, these developments reflect a growing willingness among top designers to reconsider their sources for both front-end process technology and back-end assembly. Capacity limits at alternative suppliers like TSMC are likely a key factor prompting these exploratory moves, with packaging availability now a central constraint for large design houses. >Closer to Apple, supply chain reports indicate the company has engaged Intel for process evaluation and is weighing alternative packaging routes. Apple has reportedly worked with version 0.9.1 of the 18A-P process design kit and is awaiting PDK 1.0 or 1.1, expected in the first quarter of 2026, before moving into larger scale tests. The Broadcom-assisted "Baltra" server design was originally linked to TSMC's N3 3 nm processes, but limited CoWoS capacity at TSMC has led Apple to consider Intel for packaging with EMIB options. At the same time, shipments of the custom AI server parts now seem more likely in 2028, while lower-end M-series chips built on Intel process technology could appear in 2027 if PDK revisions and yield targets prove sufficient for Apple.