AMD

greyenlightenment

lol what happened to ORCL and AMD pumps?

WickedSensitiveCrew

You don’t seem to see how vague your argument is. You haven’t named a single company it’s just “trust me, Palantir will be gone in the future.” That’s not an argument, it’s speculation. I’m not being triggered; your claim simply doesn’t make sense in the context of this sub. Last year I argued that Western Digital could be a winner in the hardware layer of the AI boom, and the response I got was that the only winners would be Nvidia or AMD. The idea that smaller or specialized companies can also capture meaningful value is often dismissed. Sometimes it’s just easier to put your money where your reasoning is. PLTR was $66 in Nov 2024 it now $165 in Nov 2025. I will just see what price PLTR is at in a year from now like I did with WDC.

WickedSensitiveCrew

I agree—there are plenty of infrastructure companies that rarely get discussed. The focus seems to be mostly on semiconductors, but there are many other critical areas needed to build robots, data centers, and advanced tech that also create value. For example one I been buying is Western Digital. I barely hear it mentioned on this sub despite being a high quality company. Focus be on NVDA/AMD for the hardware layer.

Addicted2Vaping

I know an AMD chart when I see it

JumpluffTCG

We all have AMD in our portfolios yes

Separate_Fold5168

My own uneducated opinion: Nvidia continues to lead the way with the best cutting edge chips that sell faster than they can make them and... the stock doesn't go up much more from here. Maybe it settles in for a while near the 210s but in order to grow the market cap even more they either need to: 1. Rapidly increase their production rate in order to capture the insane demand. 2. Somehow put to bed any thought that other chip players (AMD, Google, and many more but most importantly China) are coming for their ~~lunch~~ margins. Preferably they need to do both. But there may not be much they can do for #2 given the major players gunning for them. And from what I know about #1, that takes enormous time and effort to get going on new output plants. And time is not on their side. The more we move forward, the more likely it is that "lesser" chips become a more viable option for *most* use cases. That doesn't mean the market in general can't continue to climb as long as AI spending going at the same rate to *someone* even if it's not NVDA.

Timely_Cow_5568

Broadcom is now a $1.8–1.9T company, about 40% the size of NVIDIA (~$4.3T). But financially and structurally, they are nowhere near NVIDIA’s trajectory. 1. Revenue & Profit Reality Broadcom makes: • ~$12.5B revenue per quarter • ~$15–16B profit per year NVIDIA in its latest quarter: • $45B revenue (≈3× Broadcom) • $26B profit (≈6–7× Broadcom) Broadcom produces 34% of NVIDIA’s revenue but only 16% of NVIDIA’s profit, yet trades at 40% of the valuation. 2. Software Segment Is a Drag VMware price hikes (2–10×) have caused a mass customer exodus to: • Proxmox • Hyper-V • Open-source KVM stacks Software won’t be a long-term growth engine — Broadcom is mainly extracting value from existing customers. 3. Semiconductors Aren’t NVIDIA-Style AI Broadcom’s AI wins (Google TPU, Meta) are semi-custom deals: • Broadcom does design + manufacturing • But Google/OpenAI/Microsoft own the IP • No long-term GPU-like economics Good business, but not transformational. 4. Growth Is Solid, Not Explosive Recent growth: • +6% QoQ total revenue • +22% YoY • +9% QoQ in chips • Q4 guide: +9% QoQ Compare that to NVIDIA/AMD triple-digit AI growth — Broadcom’s growth is steady, not hyper-scaling. 5. Heavy Debt Load Broadcom still carries: • $62B long-term debt • NVIDIA/AMD have far less leverage This limits future optionality and raises risk. *Bottom line* Broadcom is a strong business, but not a hyper-growth AI compute company. Its valuation assumes a NVIDIA-like trajectory — but Broadcom: • grows slower, • earns far less, • owns no AI chip IP, • has major software headwinds, • and carries huge debt. It’s not becoming NVIDIA 2.0 anytime soon — and the numbers make that very clear.

MrAkimoto

Nvidia is the king of the hill, but that just invites more competition to the show. Alphabet, AMD, Intel, The Chinese, and whoever else comes along will shrink the moat that Nvidia currently enjoys. I'd never pay a 50 PE for any stock no matter what their future supposed prospects are. There are too many companies with reasonable valuations that make good money. I've learned in the past riding a roller coaster of stock prices is bad for my wallet.

Few-Chemist-3463

NVDA has a lower PE because they dominate the market. Their projected growth is reliant on the hyperscalers continuing to buy product regardless of price in mass and an expanding AI market. As we have seen, there are threats to that premise in the name of cheaper and more energy efficient products. Ultimately the market could grow to such an extent that it won’t matter much to NVDA / AMD. Remember the market is forward looking and AVGO partnering with most of the Mag7 is why they’re getting a higher PE. Hock Tan has already stated he sees custom ASIC overtaking GPUs in the future. Meanwhile Jensen believes most of those ASIC projects will never materialize. Idk make your bet, but deciding on PE alone is foolish.

I_pop_Jardiance

Yall rmr that super AMD bull who would posts like hundreds of times a day? Has gone MIA for a while...lol

gkdjsl

I'm going to OD on the weird turkey stuffing with the raisins and daydream about AMD going back to $250 before my calls are vaporized

Doctor_Raymos

The fact JANUARY is on the table? Our economy is about to collapse. Don't hold long unless it's gold. This wasn't just a flip, this was a "our economy is in worse shape than we thought" The average consumer already feels it, we already know "market =/= economy", except our market is based on sentiment and not fundamentals. It is why things like NVDA corrections while other Mag7 keep pushing up makes no sense. I believe the economy is going to catch up to the market and most stocks will be significantly devalued. The only question is, when? The 5 million dollar question. Like I previously predicted (and have tripled my portfolio from), the fed is going to cut the rates, and it won't be enough. Consider every lever possible is going to be pulled in the next year to prevent stagflation & recession. Volatility is settling for now, but it is going to skyrocket. The fact that NVDA & AMD both sink 5-10% because of RUMORS Google is moving in with TPUs? We are in an incredible time. Play light on your feet, there are millions to be made here.

TheoryInttro

Spicy autocomplete chatbots have 0 value long term, same as corn. I've got about 60% in long term equities, 10% in bonds, 25% parked at 4% while waiting for equities I'm eyeing to hit my buy level, and approximately 5% in the "dicking-around-gambling" account. So far the 0.01% in silver has made up for the losses in the 0.02% invested in AMD in the "dicking-around" account.

TheoryInttro

I'm already up 95% on my tiny position. Makes me wish I'd kept out of AMD and shoved that cash into silver instead.

MrDanGugly

https://imgur.com/a/g2RDqzT Can't upload videos here but this is the full credit spreads history on the SPX gains which is about 23k The biggest win I had outside of this was 5k on AMD calls at one point I believe

magamaha2028

THIS. Nvidia invested in CUDA and making their graphics cards open for general programming via GPGPU tech around 10 years ago, back when they were losing the gaming fight to AMD. It’s gonna take a long time to recover.

TomOnDuty

I would stop chasing premium and pick the one you believe in the most. Chasing premium is how most people end up in trouble. I feel like I would say sofi although I did enter AMD yesterday. And hood is interesting.

AppleTrees2

their Q/Q growth is worse than AMD and Nvidia (they don't even show them on their earning reports. Their earnings projections for Q4 is 9% increase from Q3 For their valuation to be justified they'd have to do 6x growth in 2026 to catch up bro

dont_downvote_SPECIL

Stock can still go up even if it doesn’t have the same growth rate as Nvidia or AMD. “Best in semis” doesn’t have to mean literally #1 it means top-tier profitability, returns, and consistency relative to the group. PEG is still within a reasonable band of 1 - 2 and a company doesn’t need to beat Nvidia’s PEG to appreciate NVDA is an outlier, not the required benchmark for upside.

AppleTrees2

They have worse growth than both AMD and Nvidia. Best semis profitability? that would be Nvidia, they don't even own the IP of their biggest customer, and potential future big customer in openAI they currently have a worse PEG than Nvidia lol, how can you be bullish on them.

TheoryInttro

Well, AMD is recovering so that's nice. Still quite sore from the series of assaults the position took.

PersonalityFluid67

I'm so happy I'm so smart telling peopl to buy AMD

Mi5terD

Nvidia, XEQT, Gold, AMD. NOT AN ADVISOR* just recommending from what the market is as of today November 26

plasticbug

Haha. Not great. And here I am happy to take a quick $600 (~3%) profit on AMD this morning

Commercial_Dust4569

Funny thing is, in 2010 I opened a deposit with my bank to buy AMD, Nvidia and TSMC shares. I was a lazy fucker however and didn't follow up for 2 years on the paperwork to finally buy stocks (basically just sign it and send it back), so it never went through and the bank closed it at some point (I even paid the fees for the account despite not being able to use it). Even with a small investment, it would have paid off massively. Shame on lazy me lol. Congratulations for being not the same idiot!

Largeshmarge

why does AMD

Dos-Commas

Zluda have been developed for 5 years and even got AMD backing yet their compatibility was okay at best. I doubt someone else could do better in less time.

unsolidground

Everyone is trying to compete in inference. It will be something like 10 to 100x times the market compared to training demand. And why wouldn't META, etc, be interested in Google's TPUs and NVDA, and AMD, etc.. META has been reported to be looking to spend around 70 billion in data center this year. Will this now all be on Google TPUs?

Secret-Bonus-254

Ahhh AMD... the only stock that can go up, and kill your call value still with only 50% IV. Stock literally jumped 7$ overnight on my 225C's, and they literally lost value. I was +140 on them when closed around 204 yesterday, and even tho stock pumped 7 fkin dollars, i lost all 140, and ate into the principal. The contracts are now down 40% from where i bought them

vsmand1

I have SPY, QQQ, HOOD, AMD, META, RDDT, NBIS, and U calls. Am I regarded?

unsolidground

This is great for Google, but I'm not sure why there is the conclusion that just because META is interested in making a large hardware deal with Google, that precludes hardware deals with other companies such as AMD, etc.

doctad92

!banbet AMD 190 3D

Far-Fennel-3032

I'm gonna be honest with you, you're doing fine, you could diversify a bit more, and if you're worried, just throw it all in a diversified index, but otherwise you're doing great. On the AI front, maybe spread it around a bit more so you have exposure to the three general stages of AI pipeline, making chips, designing/selling chips and AI products. What the ideal mix between these three stages is, the trillion-dollar question, but I suspect one of these stages in the AI pipeline is gonna run away with the majority of the value of the industry. I just have honestly no idea which. Atm it looks like you are betting a lot in the middle stage with Nvidia and AMD. being 34% and Nvidia still makes up a lot of your indexes as well. If you want to stay betting hard on AI maybe spread it around to companies like Google for AI usages, and TSMC for making chips. Healthcare and energy, I can give some broad general advice that you should be very careful investing in those areas, as we are currently in massive transitions for both sectors that receive a lot less publicity compared to the AI boom. Energy obviously has the transition to renewables and a boom in demand to supply AI datacenters. But the space is quite risky atm, with risks around how long batteries will last, predicting future energy prices puts a lot of risk into the sector. Generally, trying to pick the winners in this space is going to be extremely difficult, as it's likely going to come down to a lot of luck, who forecasts prices best and who somewhat blindly picks the best battery formulations. But also completely avoid any company involved in hydrogen storage, there is a material bottleneck around making green hydrogen, so the entire industry physically can't work till it's solved. Medicine-wise, it is also quite risky as there is a lot changing atm, in both funding via the USA government and more generally with ageing populations that come with both worker shortages, increased demand and governments around the world will soon have budget blow outs they might have to cut back on spending in this space per person. But also medicine is about to undergo a massive change with the introduction of a lot of peptide-based treatments, mRNA treatments and medical imaging is having massive advances. There is a lot of uncertainty in what healthcare will look like going forward On defence, no idea.

_pout_

Damn those are some high volume calls on AMD

PersonalityFluid67

Chips seems like good invest. Which one? AMD

_ii_

Yes. This guy knows. I also want to add that TPUs cost less to rent. This is because TPUs are more specialized (efficient at what they’re designed for) and Google has been running efficient data centers for decades. You don’t just plug in your servers to a wall socket and start cranking. It takes a lot of experience, knowledge, top notch management software and SRE teams to run efficient data centers. This is also why Google can’t just sell TPU to anyone. Meta can handle it, but some random S&P 500 corp can’t. Amazon, Microsoft, Oracle, etc can handle it, but they won’t for obvious reasons. Selling massive computer clusters at volume isn’t Google’s business model, and they won’t be good at doing that. AMD is probably better at that front. AMD can’t really beat Nvidia or Google on operating cost, software eco system, and scale. So they’re in a bad position right now.

ric2b

It's crazy to me how CUDA is such a moat when there's so much money on the line for companies like AMD, Intel or now Google to make tools that can translate CUDA into something else. If Linux can run Windows games (with no cooperation from developers) and now even translate x86 games to run on an ARM CPU it's surprising that translating CUDA, with cooperation from whover is writing software for CUDA and wants to move it to cheaper hardware, is such a mountain to climb.

PersonalityFluid67

Imagine buying AMD? F' you betraying America more.

brownianhacker

The AMD GPU API (ROCm) is still kinda bad in terms of bugs apparently, but AMD could catch up if they want to. So far they have always prioritized gaming benchmarks over AI developers. Google's TPUs could be a serious nVidia competitor if they start selling them. However, this would result in hardware profits but would harm their cloud service profits which now benefit from having TPUs as a unique selling point. Maybe that's why they don't sell them?

GuelaDjo

>Ah so Google did a much better job than AMD at making a CUDA competing ecosystem  Google did not so much compete with CUDA but took a different approach: heavily optimize JAX (higher level library) and its XLA compiler so you don't even need a CUDA equivalent. Even today most engineers never write CUDA: they just write PyTorch / Tensorflow / JAX code and let compilers do the job even for Nvidia. >Do you think Google Tensor will be able to fully overtake Nvidia or seem interchangeable? Fully overtake, clearly no. But it is a real alternative particularly for hyperscalers because the trio of JAX + XLA + TPU is proven to be able to train frontier AI model and serve the inference at a lower cost. There is such high demand for compute that Nvidia will remain fully booked in the near term. However OpenAI, Meta and others will use TPU deals as leverage to get better terms for Nvidia so this will eat up their 70% margin and force it down. Nvidia still has a lot of advantages: it remains the default because it is available everywhere, more flexible. You don't need to be locked in Google Cloud, people are familiar with it. If you use Nvidia, you can run your own cluster, or rent one from AWS / Azure / GCP or even neo clouds like CoreWeave. Then there is the issue of demand: it remains to be seen whether Google will be able to scale production enough to meet demand. If you are wondering whether to short Nvidia, I would not risk it. Reality is their profit will only keep accelerating as Blackwell keeps getting delivered and Vera Rubin is prepared in H2 2026. Their forward PE ratio indicates to me that they are not overpriced. Long term I strongly believe they will be forced to significantly lower their margins and the stock will correct.

alderson710

I come from the future - March 2026 NVDA: 250$ GOOG: 300$ NBIS: 150$ AMD: 270$ FIG: 2$ ADBE: 80$

Suibeam

Can PyTorch or JAX be used on AMD chips? Both work with Nvidia right?

Suibeam

Ah so Google did a much better job than AMD at making a CUDA competing ecosystem good for AI devs. And they seem to be close enough that CUDA devs can adapt to Tensor ecosystem quickly? Considering the resources Google has and it being a software company gave them a better chance to catch up and create a competing environment to CUDA. And AMD which doesnt have the resources nor employees on the software side Google and Nvidia, struggles to much more. Am i understanding this right? Do you think Google Tensor will be able to fully overtake Nvidia or seem interchangable? Will the restriction to library you mentioned bc a major issue for its chips sales and acceptance?

Suibeam

I thought the issue is rather licensing. Bc large corps need to go official ways. Otherwise they AMD unofficisl support of CUDA would be enough. AI devs want to use CUDA library they are familiar with and have good workflow with. Or am I misunderstanding the importance of that?

GuelaDjo

I have worked with both TPUs and Nvidia GPUs and one advantage of TPUs over AMD is that they have a great software ecosystem: the JAX library (which can target Nvidia chips by the way) and the XLA compiler allow you to get started very fast and produce robust and performant code. It took me less than a week for someone coming from a PyTorch and CUDA background to start contributing code in JAX that compiled targeting TPUs. This is controversial in the AI space: a lot of engineers and researchers love JAX but some don't like its style. Another issue with the Google ecosystem is that the compiler and a lot of library are only available internally at Google or to some select partners: most engineers will be restricted to JAX. With Nvidia, you have a lot of freedom: use a high level library like PyTorch, or go down an abstraction and use CUDA, or even write direct assembly code like DeepSeek did. AMD software ecosystem was a disaster when I tried a few years back and I don't know if they improved.

PersonalityFluid67

It doesn't waste people like the stuff pushed here. It is an awesome investment, pays a great dividend, and will be around after AMD, for example.

ComfortablePiglet842

Every time GOOG goes down NVDA/AMD go up 😂

Commander_Celty

It’s not a targeted hit on NVDA. It’s Wall Street panicking about an AI bubble, and for once their fear makes sense. Meta burned through mountains of cash with little to show the street, so they rushed out a clean counter narrative: “We’ll use cheaper Google TPUs and AMD chips.” The headlines followed. Money rotated. Confidence changed. But none of those alternatives stand anywhere near Nvidia’s ecosystem. CUDA is still the spine of the entire AI world. This isn’t fundamentals breaking. It’s traders refusing to be the last ones holding the peak AI bag. Nvidia just lost the narrative, briefly. Hold the bag if you want to but I’d be rotating. Remember AMD was everyone’s advanced money destroyer and Google was a nobody in the chip space. Lots of room to run on those. Don’t forget Amazon’s Trainium 2 chips that are dirt cheap. This narrative isn’t expiring any time in 2026.

Upstairs_Whole_580

This isn't going to impact NVDA. It's going to maybe impact AMD but more likely AVGO... IF anyone. Since images aren't allowed here, I can't post the line actual text, but the co-designer of the Google TPU said with regard to NVDA selling off; ""The selloff shows how clueless the market is about Hardware and demand." This is ChatCCP 2.0. It's not going to have an appreciable impact on NVDA.

Gom_KBull

Cashed out my AMD call from yesterday for 21% gain

CEOofBeanz

AMD will be $500, the US will be at war with Venezuela, the Iranian government will collapse

ipeench_

If you’re having money problems I feel bad for ya son I got AMD calls and Lisa Su is me mum

Crazy_Donkies

Can't. Spent all my money on AMD and HOOD calls.

dont_downvote_SPECIL

AMD today is usually delivered component-by-component, not system-by-system. Nvidia sells infrastructure, not parts. AMD isn’t losing because of hardware they’re behind in everything around the hardware... and software (CUDA vs ROCm) Nvidia owns the full rack → network → cluster → software → deployment chain. Even if AMD built a faster GPU tomorrow, labs don’t just need a chip, they need a system that’s ready to train models immediately.

smorejuice

Had some NVDA and AMD back then but then sold them all because it wasn't going up fast enough and I needed it for beer money

JustBrowsinAndVibin

AMD is covered by arm with picking a winner in the race. That being said, I’m really liking what I’m hearing from the AMD ceo. It could be a big winner in a year or two.

Nevsanev

Ok so money rotates from GOOGL gang(GOOGL, AVGO) to OPEN AI gang(NVDA, AMD, MSFT, ORCL)

salonoicheng

rotated back to NVDA and AMD

Nevsanev

And sold AMD and PLTR at the bottom.

obamakare

AMD and NVDA calls about to print for me today

lurker165473

Looks like my AMD and Tesla puts are fuk LMAO

Hamezz5u

Invest in AMD, they are the real competitor

CEOofBeanz

Yesterday I bought enough AMD to feed the entirety of Sudan using my broker’s money. Hell yeah

gkdjsl

I'm going to stare at AMD's chart all day and use my psychic powers a la Scanners to force it back up to $250

sthlmsoul

I put 10k into NVDA, AMD and MSFT, respectively in 2008. Sold NVDA and AMD in 2011 because I was buying a house. I still have the MSFT shares as a reminder of rebalancing instead of closing positions.

annoyed_meows

I have a coworker with a large AMD position. We're all worried about him, he just sits there mumbling and occasionally foaming out the mouth. He whispered "laces out" the other day, whatever that means. 

Jvil101

Cmon AMD need you to lock in

PersonalityFluid67

When AMD makes the board, over CAT, you can officially GFY. CAT is lifetime winner, with solid dividend. AMD is a MM darling that has made retail impoverished for years. I'm the bad guy?

rvabeerbro

There’s plenty or room for both Google’s TPU and nvidia’s GPU’s in the market. If you’re an AI company or just a company utilizing AI and don’t mind Google having access to your data, then you can perpetually rent their cloud based TPU compute. This would save capex outlays up front, but may cost more in the long term since it’s a rental/lease business model. Also as I understand it, TPU’s are more specialized and are more difficult for development, so costs are probably higher on that front. If you want to own the hardware and have control over your data, nvidia and AMD are still your best options.

ipeench_

No boring days with AMD

elpresidentedeljunta

If you consider the potential loss of market and set that in relation to the market cap, so far the drawdown was microscopic. And that´s what has been argued repeatedly. It´s not about google, not about deep seek or AMD. It´s about the fact that Nvidia is overvalued as it is, but if there is any real competition arising in the next five years, it may still be a booming company, but worth a fraction of it´s current price. And that is just one risk factor.

Thehealthygamer

Eh, your post would have more merit if you didn't list all the most volatile speculative plays. Of the companies you listed only AMD and META are mature companies.

oliver2022

I may be coping, but theres no way that NVDA/AMD reaction to goog wasnt an overreaction

thec4nman

AMD = Advanced Money Destroyer… AGAIN 🤌🏽

gamersEmpire

AMD bagholders wya

zg44

AMD feels like they're even more exposed to TPUs than NVDA... AMD was supposed to be 2nd in a 2 man race, but now they could be 4th (GOOGL/AMZN coming in hot with TPUs).

oldprecision

AMD gives no fuks about futes. Today we drill.

PersonalityFluid67

Buy the few middling to strong dividend stocks there are (with DRP) to remain stable. Then keep coming back here and laughing at people losing their mind AMD robbed them...as it has since IPO.

_pout_

Someone finally put a tourniquet on it. The bleeding has slowed. Jesus. NVDA and AMD green on open.

ramy_mousa

if you have been paying attention, RDDT took the hit with META and now recovering, and now AMD is taking the "hit" with NVDA and they will soon recover as well, it's very obvious and it's funny to see AMD going to sub 200$. in few month META will be 900$+ this is not a financial advice but i see it as a discount

PersonalityFluid67

Imagine being at your family Thanksgiving and thinking you're smart & cool by telling the table you have calls on NVDA and/or AMD. And your Boomer uncle rightfully laughs and tells you to suck his CAT shares and dividend. Lol

ThouOne

How are my META calls worth more than my AMD calls? Isn’t AMD supposed to at $300 because it’s the new “Nvidia”?

PersonalityFluid67

Kohl's cash gonna be worth more than AMD by year end. DOW is better than AMD. Cheaper in terms of straight cost & def P/E. Nevermind dividend. If ya think materials aren't play, see MP

gamersEmpire

AMD 📉📉🙌

Affectionate-Idea690

I would...both are great and doing well in other avenues...the AI chip war is just beginning, it will be in the long run who actually captured the AI essence of it all.  For that reason, NVDA should be above 200 and higher and AMD as well...they overkilled these stocks...

PersonalityFluid67

If you ever feel stupid, just know today somebody is going to invest in AMD and/or NVDA instead of OWL. 🤤 / 🦉

jensenskawk

AMD is basically leveraged NVDA wtf

ssuurr33

Sure, tell me. How many companies have been in the exact same position in such an extremely hard market to penetrate? Tell me. It’s like saying ASML will soon be overthroned by an emerging company, they won’t. The reality here is that CUDA is proprietary. And will still be a proprietary technology in the future. Intel is a joke when it comes to GPU’s and AMD, as good as they are, still are not in the same ballpark. Feel free to save the comment and come back in a year or two.

PJBuzz

The Nvidia solutions are already so ingrained into AI products that if you need to scale it's much easier to keep buying more of the same. AMD don't have anywhere near the same level of software support or market penetration, therefore it's likely they will be hit harder and faster by such competition.

advir-

Any love for AMD?

PersonalityFluid67

If you ever feel stupid, just know there's people who think AMD won't be <$100 by year's end

Missylovebug223

HOOD before earnings that one really grew that account a lot. I kind of do a modified LEAP and do contracts that are about 3 months out and usually they’ll hit my profit target within a week of holding and I’ll either sell the contract or take profits by rolling it into a different strike price. GOOG also is what got me into LEAPs and then AMD in the summer time as well. Right now my only positions are Feb calls WMT $115 (+35%) and NVDA $190 (+7%) which NVDA I think might be a little risky right now so I will likely exit that one early I haven’t sold any options just buying. But I don’t hesitate to sell a position all of last week I sat on cash bc I didn’t have confidence with the way the market was moving.

ObservationalHumor

AMD was literally broke 7-8 years ago. Just producing chips was difficult from there and software ecosystems was a complete afterthought. Meanwhile Nvidia has a super active research department and does a ton of development for low level developer libraries that support their cards and the host of developer tools needed to write software on them at that level (compilers, profilers, runtimes, etc.) AMD signed on to OpenCL which has essentially gone nowhere and seems to essentially be dying at this point and even then didn't contribute a lot. Oddly enough Intel, their big CPU competitor, was the primary contributor that push. ROCm existed on some level but just never got the kind of investment and attention needed to be competitive until relatively recently when AMD had the money to do so. NVidia has also been super active when it comes to contributing to higher level frameworks and making sure their hardware actually works on them. Most developers aren't going to directly interface with the CUDA runtime API or even something like cuDNN, they're going to be working with something like tensorflow or Pytorch and if something just fails, causes massive unexplained slowdowns or flat out isn't supported they aren't going to dick around drilling down into the implementation to figure out what's wrong. They aren't going to wait for some bug report to AMD or whoever to maybe get fixed in the next few months either so that their system doesn't hang or hard crash everytime they try to use a certain feature. You could have the best hardware in the world with the most compelling performance per watt metrics and means all of dick if you don't have a good development environment and support developers at all levels on it. Especially for the foundational implementations that have to be tight performance wise for everything else above it to function smoothly. It's all circular too, if a company doesn't have the feedback of the problems and limitations people are running into with their current generation of hardware they're not going to know what changes to make in the next generation to keep it competitive or provide the accelerated features newer software implementations will rely on and they'll always just be chasing the competition one generation behind trying to copy what they're doing. NVidia has simply been really good at doing all that stuff for upwards of a decade while AMD just didn't have the resources to even play in the same league for years and frankly gained a negative reputation as a result.

TheoryShort7304

You know what, I want market to respond a bit negative towards Nvidia, so it's stock price comes down more. I am anyways downward averaging Nvidia and AMD. As long term investor, I am enjoying the sentiments against GPUs from Nvidia as it will bring its stock price down to buy more. Remember, the kind of investments going in AI compute infrastructure, Google just can't fulfill all, not even half, despite how powerful TPUs are. There is huge opportunities for all players, Nvidia, Amd, Google.

Frequent_Ad7351

GOOG overtaking NVDA is guaranteed, NVDA tweet shows how little they care about AMD.

Comprehensive-Law293

Agreed.. I caught that massive dump for almost 200% gain within a few min. But I didn’t sell it cause I didn’t want to paper hand. & I obviously ate shit because of it. I gotta nail this next one… I’m not sure where I stand… I really might buy AMD 190 puts for next week. Or goog 300 for next week. They both have gaps I think can fill pretty quickly. I’m definitely alittle lost here.

aChillPear

why was this bad for AMD then? Google demonstrated Nvidia isn't the only solution yet AMD took a much harder hit

jrader

I added to RKLB, NBIS, and BTC at recent lows. Might pick up AMD if it keeps pulling back

Phimb

I have Reddit DMs from around 2015 talking to someone about starting to invest. We were both kids, and he talked about putting money into NVDA and AMD. I still think about that shit to this day. AMD was just reaching $10, NVDA was not even fucking $1.

twavisdegwet

I guess AMD doesn't really have a good answer to the GB200 but that's like a million dollar unit. I'm talking more h100's vs MI300X