AMD
Advanced Micro Devices Inc
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Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
Mentions
AMD has only lost me money. Don't ask when I bought
why the fuck is AMD red
sure. long term AMD will do fine too. I agree about AI, and AMD is a great business granted i absolutely can't imagine holding it when there is Nvidia out there, for far better price, for far far far better growth, but otherwise i agree, and i held AMD for a year, from 200 to 500
AMD hit me with the mega fakeout
That's what AMD gets for investing in SPCX. A bunch of DBs
AMD biggest Pos ever
It would funny if it just randomly started ripping without any reason. Like the AMD always did pre ai era 🤣
Don’t talk to me about that bullshit stock called AMD
The CPU comments really stuck out. INTC & AMD must be selling out everything they have.
AMD and SOFI puts. Free money
It's a formula of opportunity within sector growth. If Nvidia already has 80% or more of the market share. Let's say demand would dictate they sell 100% of what they can supply, but they can only supply 70% of that current demand, well now AMD has an opportunity to dig into their 80% market share because the demand outweighs the supply. Which then gives AMD potential reach to new customers. Once customers start using products in this case Helios, that might draw more or less demand depending on usage. I just see Nvidia stands to lose ground to disruptors, not saying it'll go down in value or anything. As memory fabs increase etc then things could taper off for sure and extend Nvidia's monopoly. But in this current environment Disruptors have a massive opportunity to grow their business rapidly. The price of older tech in this case depends on the usage, if it's an AI lab that wants breakthoughs and innovation in sure they'll just want best of the best, but if it's some large business that wants to run agentics or more specified workloads maybe they'd be fine with that lesser cheaper hyperscalers.
I respect NVDA's success but given their market cap, I think it's going to be longer to see share price go 2x, 3x, etc. than AMD. And customers simply don't want to be locked into a single supplier. AMD is the credible number 2 company in the market. AMD is also competing on total cost of ownership.
Well it just means that AMD has to execute perfectly and NVDA doesn’t continue to dominate it in sales and profit. Otherwise AMD will drop like a rock.
That’s beyond priced in with AMD’s foward PE multiple at an insane 64x…vs. NVDA forward PE multiple of 23.5%.
NVDA is the far better investment. AMD has a forward PE multiple at an eye watering 64x! NVDA has the best in class product and sits at a Foward PE multiple of 23.5x! Vera Rubin is just about to start rolling out too.
AMD, Nvidia has a monopoly and are at a saturation point where demand is growing faster than they can meet with supply chain bottlenecks like memory, along comes Helios and AMD can start gaining market share from Nvidia.
AMD The Helios rack AI platform ships this month and will be ramping up well into 2027. The stock surged after Q1 earnings this year and I expect revenue to keep growing beyond 2027. As this happens, I think we'll see steady share price increases, maybe not like Q1 but a good upward trajectory.
lol been there too. Tomorrow is looking bloody and have calls on AMD. Fucking oil and 10yr won’t stop going up 😆
unironically tho last March correction was amazing, even a complete retard could look at what was going on and bet accordingly. \- signal of the bottom: easiest in my life, they didn't want to let the "spy -10%" headline out. Plus taco famous tweet "end of a civilization", peak retardium is always the bottom before a taco incoming \- look a look at betas during feb/march vs past. Short story: AMZN and semis were not dumping hard enough. AMD, INTC, AMAT..., they just didn't go down as much as their beta "predicted". So what now, your beta is 2 when the market goes up but suddendly < 0.5 when spy is correcting? doesn't make any sense, it means no sellers left. And guess what happened in April? new ath for AMZN almost immediately after 1year of flat and generational bull run on AMD, MU and friends, one of the best months in 30years lmao.
Ain’t no fucking way I’m just finding out there’s a gender diversity ETF called SHE💀 Top holding is AMD… shout out to Lisa Sue 😂
Can AMD go back to 500
HP got their shit together like 7 years ago luckily. Consumer AMD and Nvidia has always been top tier too, they really put their souls into those video cards. Intel can suck a fat one though, been lacking since they stopped making the Pentium.
What the fuck is the issue with AMD today, again?
AMD is such a worthless PoS
AMD calls 🤙. Don't need much to make a tidy profit when they're this low. Should rebound before eow
**BanBet Lost** — /u/Is_so_cuul_sonbbich (3W - 2L, 60%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $474.68 → $500.00 | +5.3% | 5d | Lost |
AMD became overvalued because everyone thought they're the next NVDA. Meanwhile NVDA share price stayed flat while they continued to grow into the valuation.
The triple As are on a huge discount. AMD AMAT and ALAB
Who's the dummy who bought 2875000 worth of AMD 470 8/2p
no bottom until INTC fills 70 gap and AMD 363 gap
I bought AMD at $160, had to DCA down to $85, just for it to fly to 500s, all in the span of 1.5 years. Just hold
This makes a lot of sense from a risk-mitigation standpoint. Moving from HBM3E to HBM4/4E shifts the base die from a standard DRAM process to leading-edge logic (3nm/5nm class), where TSMC is already completely booked out by Nvidia, Apple, and AMD. SK hynix relying 100% on TSMC creates a massive packaging and wafer allocation bottleneck down the road. Dual-sourcing with Intel Foundry gives hynix leverage and guaranteed wafer supply, especially as they build out their Indiana advanced packaging facility. For Intel, bagging base die volume for the market share leader in HBM would be a massive credibility win for IFS without having to design the complex silicon themselves.
It's definitely doable. I did really well just continuously buying and holding BRK and SPXL during that time frame. I also held a bit of NVDA, AMD, and GOOG that I started selling off in the last few years. I had no overarching thesis for that investment strategy beyond just buying what I knew and used. I also wasn't burned, like many were, from the aftermath of the Great Recession, so I was willing to be aggressive with investing and dollar-cost averaging.
Oh yeah, Cisco Systems also had amazing earnings during the dotcom bubble. Back then, they were the Nvidia of their time. I remember how everyone was crazy about buying their stocks. Same with Deutsche Telekom, Sun Microsystems or Global Crossing. These companies benefitted from the new internet and got huge pretty fast. Once this went down, a lot of finance tricks were revealed, same situation like right now. Nvidia pays it's costumers for buying Nvidia products. None of the AI companies makes a profit. None. The only ones who earn money are Oracle, AMD and Nvidia. But they get these earnings through future profits. Data centers, that haven't even been built, let alone got a slot to get on the electricity grid. Openai aims for profits in 2030, of that fails, even the most optimistic investors would probably pull out.
Since I have gotten AMD stock it's stopped touching 500. The moment I sell it will go 550 am sure.
I wouldnt put AMD at roughly 50x forward earnings in the same bucket as NVDA trading in the high teens. One still seems to have a lot of optimism priced in, while the other looks like the market is already pretty skeptical about the capex story.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $500.00 (above) | $474.68 | $468.61 | +5.3% | Sep 1, 5:29 PM | | **Record** | 3W - 1L | 75% | - | - | - |
Selloff just slow enough to burn your options my word. $3 worth of move on AMD for a breakeven lol
Down but full disclose I have AMD and INTC Puts lol
I'm still amazed AMD more than doubled in market cap since March 30th, essentially adding 300billion+ in value
whats the AMD x micron deal? Im a regard and can't find info after searching
Wtf the new AMD MU deal is fucking insane. 25billion confirmed order
I know I'm super late because I always leave and come back to wab but man,I never thought I'd see AMD at 500 lol
AMD gets rated s strong buy once again. Fucking shits the bed. ty
>Shit was just a gaming GPU company brother, CUDA is like the only reason anyone who isn't some teenage retard playing bing bing wahoos picked them over AMD for parallel compute
Yeah dude. I was too damn poor for good NVDA GPU's back in the day. I remember having shitty Radeon graphics cards. And while purchasing AMD back then would have paid off big too, I just wasn't really an enthusiast, I just bought 1 GPU every 5-6 years and that's it.
Yeah, literally doubling the SP500. I'm not saying I'm smart or anything, just pointing out that it's very possible. Literally 80% of it is because I bought nVidia. The rest of it is because I bought all the other FAANGs, plus Seagate, sandisk, ARM, AEHR, PLTR, RGTI, and timing Take Two for the GTA6 release. I'm not an investment god or anything, I'm just investing in what I know which is tech, and riding the bubble. 15+ years ago, AMD was bouncing from 2 to 4 dollars, you could literally buy at 2, sell at 4, buy at 2, sell at 4. When it went past 8, I knew nVidia was far better so I bought them before the jump. Then I bought AMD too, just to see where it would take me. To say no one is beating VOO is ignorant. That's all I'm pointing out. Idiots like me get lucky all the time.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $500.00 (above) | $474.68 | $466.85 | +5.3% | Sep 1, 5:29 PM | | **Record** | 3W - 1L | 75% | - | - | - |
Why would someone use oracles data center when they could build or repurpose a new one with better more recent GPUs? Remember AMD and Nvidia are on a one year cadence and Vera Rubin is already wiping the floor with the previous gen
AMD, MU, Intel & Oracle
Just because my first short account blew up, doesn't mean my next one will. Going long VIX, short TSLA and AMD.
AMD to my mind, the pre Earnings momentum got fairly up near ytd high, then the drop short to secure liquidity was severe, plus it's been printing an equal triangle for ages now.... I'm dead set it's gonna break the triangle bullish and when it does, it's gonna be a mega move, given the setup range and how long Institutional Players are taking to get into position and scale in....the mightier the scale in, the grander the move,
Nvda's hit it peak and growth will slow. AMD hasnt reached it growth stage yet. SImple
I don't know anything about this stock, but the AI trade is not dead. There will be another major bull run later this year or next. I prefer major companies, NVDA, MU, AMD, etc.
The argument OP has made, has been the SAME argument about AMD since the 2010s. If the argument has been wrong for that long, than something is just wrong
If the market was efficient where prices moved in tandem with the business earnings, we'd have no stock market! Hence the reason supply and demand is what controls price. Look at Teslas valuation. You think their earnings justify 1.4T or whatever they're at? Or why does AMD get a pe 3x of Nvda?? Just curious
Being 18 gives you a huge advantage: time. But I don't think having a long time horizon means you need to take maximum concentration risk. NVDA, TSM, Broadcom, Micron and AMD may look like five different stocks, but many of the same forces drive them: AI spending, semiconductor demand, capex expectations and market sentiment toward AI. So this is much closer to one concentrated bet than five independent bets. The other thing I'd separate is "AI will keep growing" from "AI stocks will keep outperforming." Both can be great companies in a great industry, while the stocks still disappoint if today's prices already reflect very optimistic expectations. At 18, you don't need to choose between boring index investing and going all-in on AI. You could build a diversified core and use a smaller portion of the portfolio for the AI thesis you strongly believe in. Your biggest advantage isn't that you can afford to gamble more. It's that you have decades for compounding to work.
I would research AI ETFs, and dollar cost average on a basket of choices: **Global X Artificial Intelligence & Technology ETF (AIQ)**: Provides broad, direct core exposure to global AI software, services, and hardware companies like Nvidia, AMD, and Micron. **Roundhill Generative AI & Technology ETF (CHAT)**: An active fund focused specifically on generative AI innovators and tech leaders, with a 0.75% expense ratio. **VanEck Semiconductor ETF (SMH)**: A heavily chip-focused play capturing the physical infrastructure and processors powering the AI boom, featuring a low 0.35% expense ratio. **Global X Robotics & Artificial Intelligence ETF (BOTZ)**: Targets robotics and automation companies tightly integrated with physical AI applications, holding around $3.3 billion in assets.
The best returns you ever could have had was invested in every company you knew about (NVDA, AMD, MU, etc.) as an addicted gamer in 2016. Right now, you should be asking what dumb shit your terminally online nephew is using right now and just buy that.
You think AMD is junk cause they issued warrants to accelerate their market share *because of high demand*??? If you were competing with the biggest company in the market how would you go about winning market share genius? Why don’t you just come out and say you’re an Nvidia bull 😂. It’s a bold claim to say AMD is junk when their balance sheet is amazing…..
I think there’s still money to be made in memory, supply will be short for at least a year, probably several. MU will probably top over 1,500 maybe 2,000 is even possible. But no way to get a 10X, of course. (I didn’t get in until 300-400 range) Photonics sector is beyond my current ability to evaluate. If i wanted to make money there i would just get text messages every time Serenity pumps some new microcap, buy it fast and sell it after it runs up a bit. I’m not a great person to ask about growth names, I usually do better buying out of favor value stuff. The last two big returns I got were AMD (bought during tariff crash when people were calling it Advanced Money Destroyer) and MRNA (bought around 25 just thinking we’d eventually fire RFK or have another pandemic, I didn’t anticipate the cancer vaccine stuff). I don’t have any great picks like that at the moment… will post them on twitter / reddit next time I find one. BAK is massively crashing lately but I haven’t had enough free time to analyze whether that’s value or bankruptcy.
I actually went all in on AMD at 74$ back in 2022, and sold at 140 :3
AMD is massively overvalued and Nvidia is massively undervalued and I did sell all of my AMD shares as soon as it turned long on July 25 and put half of it into Nvidia. Nvidia is cheaper right now than it was when I first started buying it in 2017. I haven't sold any. I'm now holding 1300 shares.
I understand what tech tuna is saying is The PE value is "incorrect" because xilinix takeover is still being counted as an expense and it should be lower if that isn't counted. I don't know if it's true or not. Personally I just believe AMD has more room for growth. If Nvidia will have 70% growth in 2028 though then it's share price should rise similarly from its current PE value AND assuming that those 2028 revenues will continue and hold indefinitely
AMD... ughhh 😏 you Advanced Money Destroying whore is now underperforming Nvidia
Why would you value AMD by TTM when they are growing so fast? The PE ratio is a tool but one that needs to be put into the wider context. All of your arguments here would apply equally to NVIDIA before their parabolic growth.
applying AMD's p/e to NVDA and calling it a valuation argument is backwards, AMD's the one priced for perfection here. it's sitting right on its 465 put wall with dealers net negative gamma, that's a name priced for volatility…
"The market" thinks AMD has a better opportunity for a growth spurt than Nvidia does. They're confused. AMD won't grow into that PE and Nvidia will continue to out perform theirs.
AMD stock, Intel stock?
As an example, Google's P/E is quite low. Their last Q earnings were inflated as they counted SPCX investment as profit. You can do this only once, so next quarter their P/E will be back to normal even though nothing will change really. For AMD, it's because they acquired a company, so their earnings is supressed as they had to spend big bucks. Genuinely, it's obvious that looking at P/E blindly is not the brightest idea. What about all the pre earnings companies that are valued billions (and sometimes a trillion)?
As an example, Google's P/E is quite low. Their last Q earnings were inflated as they counted SPCX investment as profit. You can do this only once, so next quarter their P/E will be back to normal even though nothing will change really. For AMD, it's because they acquired a company, so their earnings is supressed as they had to spend big bucks. Genuinely, it's fucking obvious that looking at P/E blindly is extra retarded. What about all the pre earnings companies that are valued billions (and sometimes a trillion)?
I bought weekly AMD calls at 355 and I was down immediately... Just get me to even Monday 😭
Meta and open ai are legally liable to contribute to the development of ROCM with the signing of their 6 gigawatt deals. So open AI + meta + AMD engineers on open sourced ROCM vs Nvidia and whoever they can buy with cuda. Except meta open ai and amd combined have more engineers and more money than Nvidia.
Stop sucking your own dick over your AMD play, you did well congrats. You got lucky, many other investors did realize about the ai implications down the line.
Idiots are born everyday. AMD needs to basically double again for the Dunning Krueger cycle to be completed for these new batch of idiots
People have been saying AMD is overvalued for a decade. I love it when idiots are still in the casino 🤣
I totally disagree with that. Amortisation is not a lightning strike out of the blue. AMD bought Xilinx in order to make money. Earnings generated from Xilinx assets are supposed to overcompensate for amortisation. I understand why you would want to exclude truly exceptional items from the valuation picture, but excluding only the costs of an acquisition while including the benefits makes no sense. Also, mergers and acquisitions are part of doing business. If a company keeps ruining its good earnings by making bad investment decisions then that should be part of how we value the company.
AMD has the best datacenter CPU and will dominate the huge inferencing and agentic AI markets. Its GPU and rack-scale Helios system is catching up to those of the market leader’s. Its open source strategic decision and chiplet technology will eventually put it in a leading position in this gigantic AI infrastructure market.
Oh for sure. They are never gonna make money as open weight models are great for like 90% of the tasks enterprises usually do. But those models would still run on hardware sold by NVDA/TPU by GOOG/AMD/...
No. When I said “I expect AMD stock to continue outperform NVDA stock for the next few years” I look forward. AMD has the best and will dominate the datacenter CPU. Its GPU and rack-scale Helios system is catching up to those of the market leaders’.
Market looks forward, not backward, often a few years out. NVDA stock returned +25% in the last 12 months, AMD stock +186% — that should tell you something. I expect AMD stock to continue outperform NVDA stock for the next few years.
Im down on AMAT which is red down 5%. (Up overall due to AMD and memory) I wonder if it will go back to 500 or should i take the loss and dump it in treasuries. Expectations are high for AMAT long term but im a little paper handed and rode the wave of AMD and Micron so im not used to losses.
Clowns always say this when AMD is dipping then it rockets to 520 plus pre earnings
Does this mean AMD's pe will look elevated for like a decade?
I agree that Nvidia may be undervalued relative to AMD, though their different growth prospects and margins make a direct P/E comparison somewhat misleading.
Xilinx amortization skews the PE. Anybody who don’t understand what they are talking about. Is AMD still expensive, maybe. But Xilinx should be the first thing you mention when taking about AMD valuation metrics
Nvidia market cap reached 750B (current AMD evaluation) mid 2023. Their Q2 2024 (2023 August report) was 13B revenue and profit is $2.48 per share and their trailing PE was about 100x as well. Don't invest with your emotion.
The P/E of AMD is heavily skewed due to Xilinx acquisition
AMD's high p/e ratio is mostly attributed to their all-stock acquisition of Xilinx which is being amortized over 10 years or so
I think AMD is wayyyy ahead of its self, 3xx P/E. Like wtf. NVDA valuation is reasonable, and now that NVDA is stepping into personal computer CPU play. Not sure what are they missing. One concern tho, sophisticated financing circulation as it may conceal weaknesses.