Reddit Posts
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
+$16,000,000 on AMD and SOXL. Sold it all.
Warsh and factories: will today's data force an October Fed hike?
Nvidia, AMD, Micron fall as AI stock sell-off deepens
0DTE put went deep ITM after-hours - any way to exercise after cutoff?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
AVGO is lagging the entire semis rally. What am I missing?
I was completely fine losing my AMD shares until it almost happened
AMD hits $1 trillion market cap as stock continues 5-day rally
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
Mentions
Back in 2015 there were really only two graphics card makers… nvidia and AMD. It’s a lot easier to start a drone company than start making graphics cards. You can make a drone today with any number of parts off the shelf
prices of AMD GPU's are insane lmao
U planning to buy QQQ, MU or AMD calls with it?
ya i had a $700 portfolio once, 100 shares of AMD and 100 shares of MU
My first ever trade. I had just bought an RX480 because it was just about the best price/perfomance at the time, and I thought, AMD is doing sweet with their new lineup, I guess you should invest in what you know, let's do it as my first foray. I buy, it goes up 300% in a month or a few, and I sell. Now, I bought at about $10; as a poor college student not even paying off credit balances every month, I invested probably $50, and sold when AMD hit $30. Could have done so much better, but you dont know what you dont know. It seemed like a great way to lock in profit, but I didnt know that holding long-term is often the kind of investment you want to make when you have conviction and a specific catalyst in mind
NVDA, AMD, Meta up for month. So is SPY.
AMD Nvidia and much of the nasdaq.. palantir.. SpaceX were near all time highs 2 weeks ago. They are coming down before the mid term elections. After the mid terms. Buy call options for April or January. And don't go all in on 1 company.. I see sob stories of people losing 100's of thousands of dollars on high risk options. Spread the love around and take home run shots when you have extra risk money.. And hedge your options in favor of 3 to 1 or something.
True story: I bought AMD years ago at 2.30 a share on a whim not a lot of it, like 500 bucks worth... just being a hobbyist pc builder and knowing who they were I thought... why not take a chance. Then when the Japanese tsunami hit and I thought that reactor was going to blow I did something really dumb, I sold a lot of my stock expecting serious economic fallout worldwide over a nuclear disaster.. I was wrong and sold my shares for 26 dollars. Now you might be thinking you still did really well selling your 200 shares you bought for roughly 500 dollars for 5200, thats a nice return. If I hadn't sold it would be worth 106k today
Yeah you’re right about that there’s more upside on AMD for sure
I didn't work at AMD. That story was from some garbage insurance software company.
AMD has some serious problems tbh I don’t dislike them but there’s reason they’re behind NVDA
God it pains me that dudes were getting jobs at AMD and didn’t know what variables were. The skill floor needed for an internship today is crazy
That’s insane but I also think AMD will go way higher long term. Why sell all now instead of sitting on it for a decade or two and selling slowly. You got destroyed by taxes and I feel like you should have consulted a professional and you would have made more
Cool. I started learning with AMD. Roku just starting. If I just held them . Lol. Once got enough money you buy opportunity comes along.
No options. I was pretty spooked from drawing down my TQQQ during tariffs that I didn't go back in for a couple weeks. I went for QQQ, then moved to AMD. With my style, yeah, it does involve being acutely aware of what's going on.
#Just 10 days ago AMD was $658 now $528. Casually down $130 in 10 days. LMAO🤌
Paper handed 10x 600puts for AMD expiring in a month Made 3k on what could be 50k, fml
I blown up account by buying puts AMD and Dell in Sept when AI doomsday and rate hike was announced, now that markets is crushing when I a bought calls 2 weeks ago expire worthless today. Do you think market was saved last by Meta/Musa?
Best: TSLA: $900 --> $7.5k Worst: CHPT: $11k --> 2.5k I own neither any more. Remaining Best: AMD: +500% over 6 years, $88 CB INTC: +125% over 3 years, $38 CB ABBV: +113% over 5 years, $133 CB Remaining Worst: DIS: +25% over 3 years BABA: +8.5% over 5 years
#how much each stock dropped from its 52-week high: #SPY: -2.5% #NVDA: -13% #GOOG: -17% #MSFT: -17% #AMZN: -14% #META: -10% #AVGO: -34% #MU: -30% #AMD: -20% #If SPY drops 10% these stocks will all die LMAO🤌
I mean, smart people are bears in this market. there's way more downside risk than upside. People who think AMD is going to go up another 1100% before we get a correction are naive.
All in on intc and AMD calls now 30 dte , AMD 530 and intc below 90 lmaooo these are gonna double from here likely
Also.. we wont hear 2 prominent bulls here - Tropicana84 and that AMD bull Lisa guy.. they have left the chat
I remember last year i bought AMD at 120$ a share.. sold it few days later at 118$..
Im short AMD and QQQ... Gonna short the shit out of SPCX on the mext bounce
Let's get AMD down just a few more bucks today 😌
correct. Very funny how they used to tell me the same thing when I was buying AMD before it popped.
Gained that much in less time. AMD can move.
AMD lost 100 points in less than 5 days. Pretty nuts.
I'm looking to add to AMD and MU..
AMD : 4700% NVDA: 3500% AAPL: 2800% Keep in mind, these are very long term holdings held through thick and thin. All were losers at some point in my portfolio. Remember when INTC was going to crush AMD? Remember when NVDA was just a gaming chip maker? Remember when AAPL couldn’t innovate?
What was your initial investment into AMD?
On the chance this isn't a bot or troll: >My whole portfolio was AI stocks MU, NBIS, SNDK, LUNR, NVDA, AMD.. Well, stop doing that. Go to r/Bogleheads and do boring index funds: VTI + VXUS or anything comparable. Then just sit back and do nothing for 40 years. Either way though, you must have realistic expectations with investing: the 1.68% drop in the past 5 days is positively nothing. Even your index funds can drop 10-20% out of nowhere, or 20-40% in a true bear market/crash.
Well I guess my AMD calls are fucked
#AMD casually down $100 in less than 2 weeks LMAO🤌
Damm, idk why I thought that hardware companies like AMD and Novideo ran their AI locallly, in house. Or atleast you guys can just give each one of your employees a strix halo laptop or mini pc. Unfortunate.
Gotta love when someone on YouTube, who posts everyday, is telling you to get in on AMD right now at the beginning of the week, but haven't posted anything since.
God. AMD at 50. I miss those days
#I can't wait to buy Microsoft at $100, AMD at $50, Intel at $15, NVDA at $35, META at $250, Google at $100 next year LMAO🤌
Gimme a VIX of 25-30 and I’ll dump the rest of this 300K on leaps on AMD and MU.
Didnt realize AMD was stock splitting today and thought I finally lost it
We did the exact same thing with AMD and reinvested it into an ETF. We bought it for $90 and sold nearly at the top. I don’t trade like this often but enough research made it worth it.
Samsung: you get what you buy. AI: you buy a promise that in the future these corporations will have grown to astonishing sizes such as NVIDIA has today. The cost is therefore implied by the chance of that happening - so with Anthropic pretty damn high. Who estimates the chance? Well Anthropics Publicity and we - the stock regards and global investment "specialists". The question is therefore: Is the current price reflecting the true chance of that happening in the future correctly? - I really dont know. Alot of sentiment especially on reddit is rather saying nay, overpriced. However, the advances american AI has made seem insurmountable for ex-US countries right now as the US also controls NVIDIA and AMD and therefore the means to AI development in the first place. So I dont know, I think there is a good chance that against our will we might see US AI dominance and therefore the pricing as correct.
What? AVGO has a 42% profit margin and a 48% operating margin. AMD has a 15.5% profit margin and way worse P/E, and yet has had way better price momentum
The AMD was bought at about $125, for 35k shares.
1. **He was already rich.** The account started the year at about $6.7M: $17.7M now, minus the $11.0M year-to-date gain. 2. **He made one huge, concentrated bet.** He bought 35,000 AMD shares at an average of $127, about $4.5M, last June. AMD at $542 makes that $19M, a 4.3× gain on a single stock. 3. **He used heavy margin.** The second screenshot shows about $29M in positions against $16M of his own money, with a $12.7M margin loan (the negative cash balance). That’s roughly 1.8× leverage. On top of that, a $10M day trade in SOXL, a 3× semiconductor fund.
to be honest there’s been an enormous repricing in the semiconductor sector as a whole. and it’s not company specific either, we’re talking: \- SK hynix \- MU \- AMD \- MRVL \- INTC all of these companies along with basically 70+ others of all kinds from small, to mid, to large cap tickers are being absolutely annihilated. Most of these large caps aren’t reliant on one or two customers, they’re delivering to multiple streams. i’m feeling like it’s being massively overshot in a downward direction. Apparently this is the 9th consecutive red day for semi’s which is the longest losing streak in 20 years. I know there’s fears about china processing lots of RAM which could explain SKHY, MU, SNDK etc but it’s the entire AI sector getting absolutely hammered
No support for AMD and NVD looooool freefall
When did you go into AMD and SOXL?
Extremely bad move buying AMD and QQQ calls yesterday wow
Combination of the 1-minute and the daily. You can see how buyers and sellers are stepping in and out and what's happening right now is just not healthy. I got into the AMD position off something similar, but in the other direction. Recovering off tariffs, great story, great price action.
Y'all I fucking hate AMD this is bullshit
I was hoping to buy AMD puts before their earnings in early November, I guess it's too late now
So AMD is looking pretty bad right? Seems like nobody's buying anymore.
She got AMD right, then exited it for a dumb swap
AMD is about to eat shit, you made the right call champ
AMD, TSM, MU, NVDA all shit
I think it was over $3m on June 9. I had AMD, SOXL, and DELL longs that all went south. On margin, of course.
Look at the second screenshot cost basis and sell point. It's a bit over $15m on the AMD.
Me too, AMD sold! totaling $16,014,200 between us two lol
I had been eyeing some beaten down tech post-tariff and didn't want to do TQQQ again after I ate a 40% drawdown off ATH. AMD was kind of hanging around, I went all in at 100 pre-earnings, backed out the next day at 96, take another shot at it on a run to 123, stopped out at 121. And then one random day in June it puts in the cleanest green candle off the open I've ever seen out of it and buy the breakout. It never came back to my cost basis. It had a great story with MI series chips that could take market share off NVDA and was more attractively priced for growth.
Shoulda sold AMD north of 600.
Good career, investments that didn't blow up. Had about $1m at the start of 2023, traded TSLA, TQQQ, SOXL, and AMD to get here.
Well I remember very clearly gamers getting priced out of the market because all the gpus were being purchased by crypto miners. You’re right though , there was just some use here and there , they were probably 99% AMD gpus they were using
same also from AMD, my limit is 150 lmao
I bought 7000 shares of SOXL and 1000 of AMD and 2500 of NOW at close. I like to live dangerously
Nvidia has a strong balance sheet and has a financial interest to grow the AI industry. Companies like Anthropic generate a lot of revenue, the question is how much does each token cost them? That is dependent on a lot of things, but hardware and GPUs are major factors in that question, energy being another. Nvidia is a pick and shovel move, and will keep favorable business terms with Anthropic for as long as Anthropic remains a rational company moving the industry in the right direction that makes all of them money. The round tripping is spooky and not without risk, but all growth requires borrowing, and I'm looking at it more as instead of banks determining risk and capital access for how the industry should allocate capital, it's the money of companies who already made their money in the industry guiding how the industry grows on their own terms, not the banks'. Companies like Nvidia, Google, Microsoft are the "bank" and are growing the larger industry on terms that they believe will make them more money, and are doing so with financial and tech capital. If Nvidia's balance sheets started to degrade, along with Micron, ASML, AMD, or TMSC, I'd start to be worried about the AI trade. That's not currently the case, all companies are very strong, not leveraged to the tits. If the suppliers are good, costs can be low for the distributors. If costs are low for the distributors, profits are returned, the industry matures and diversifies and the debt eventually dwindles as growth outpaces it. The rest of the economy's health certainly impacts the pace at which the profit is generated and the industry matures, but there's nothing really to suggest the companies who already won won't weather storms to come. My biggest concern would be a black swan event like China attempting to cross the strait and invade Taiwan. That would fuck everything up, I don't think it'll happen, but if it does, weather and military indicators will give some warning for invasion windows up through late October (and there are no real clear indicators from my couch that there is a massive amphibious assault planned) or April/May. Weather is everything in military planning and there would be signs. I also can't help but think that with other parts of the world attempting to diversify away from TSMC who remains a persistent chokehold, China would probably wait until Taiwan loses that leverage.
Insane that AMD was at $650 😂
I remember trading AMD a little over a year and a half ago when it was $80 a share. At $500+ a share, it's just too rich for my blood to be holding it. Makes no sense. If you zoom out, it looks like a pump and dump.
Today my company (AMD) also limited AI for everyone. We used to have a budget of $6k, then $4k, now mine is reduced down to $300 "based on usage".
AMD 600 by open because fuck making any sense
My specific team is hiring around ~1 new employee every month. That said, they are peddling AI to sell, so they are probably swimming in capital right now. No, I don't work for the cool and trendy Nvidia nor AMD. I'm part of a loser company. But if you're looking to get hired, I got mine by applying to LinkedIn jobs I WASN'T qualified for. XD
Advanced Micro Devices (AMD) reported record second-quarter 2026 revenue of $11.54 billion, representing a 50% increase year-over-year. Recent Revenue Breakdown • Q2 2026 Revenue: $11.54 billion (up 50% year-over-year) • Q1 2026 Revenue: $10.25 billion (up 38% year-over-year)
What does that say about AMD? Almost 1T MC with 3B revenue
I swear to god I made money on AMD a few times but fuck if it isn’t a bringer of pain when I try to buy options on it
Sold mu sndk and wdc for AMD lite NBIS and tsmc
Welp looks like they aren’t buying AMD
Welp looks like they aren’t buying AMD
what market just opened at 5pm pst for AMD to be jumping by multiple $s in AH
Nvidia makes hardware, not just for AI but a bunch of people use Nvidia GPUs. Micron makes memory, needed for everything, not just AI. Alphabet? For real? Jesus Christ... Meta? Both Meta and Alphabet are advertising businesses, AI is a side project for both. AMD makes chips, some of them needed for AI. None of those companies are actually AI companies, they are exposed to the AI bubble but they all produce stuff that is actually needed.
Ugh, I just checked AMD and my plan like 6 or 9 years ago was just to keep buying AMD. I think it was like $60
AMD making 2 billion net in a Q.. on a 1 trillion evaluation is hilarious. The others at least have some scaling that makes sense. AMD is literally multiples overvalued
Me doing the same with AMD wishing I was in your shoes
POLR | Polar Capital Holdings - Current Price: 752p (£7.52) - Market Cap: ~£748M - Bull Target (12–18m): 900–1,000p - Bear Target: 625–675p - Upside: +20% to +33% - Downside: -10% to -17% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Forward P/E: ~12–13 - Debt-to-Equity: Very low 🟢 - Cash: ~£151M 🟢 - Dividend: 46p annually - AUM: £43.7B as of Sept. 30 🟢 - Six-Month Net Inflows: £3.6B 🟢 - Profitability: Strong 🟢 - Shareholder Returns: Dividends + buybacks 🟢 - Price Trend: Recent improvement, but weak five-year chart 🔴 - Bull-Case Market Cap: ~£895M–£995M - Risk: Moderate - Conviction: 7/10 - Grade: B+ Polar Capital is a profitable specialist asset manager with excellent recent AUM growth, strong inflows, substantial cash and an attractive dividend. I like the fundamentals at 752p, but the negative five-year price chart prevents me from giving it an A-range grade until long-term shareholder performance improves. --- SMGB | VanEck Semiconductor UCITS ETF - Current Price: £76.91 - Fund Size: ~£7.1B - Bull Target (12–18m): £100–£110 - Bear Target: £62–£66 - Upside: +30% to +43% - Downside: -14% to -19% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Debt-to-Equity: N/A, ETF - Expense Ratio: 0.35% - Holdings: 25 - Top-10 Concentration: ~83% 🔴 - Major Holdings: AMD, Broadcom, NVIDIA, TSMC, ASML, Micron - Semiconductor Exposure: 100% - Price Trend: Strong long-term trend with high volatility 🟢 - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ SMGB provides concentrated exposure to the world's major semiconductor companies. I like the underlying businesses and approximately 2:1 reward-to-risk at £76.91, but the extreme sector and top-10 concentration keep this below my A-range. --- LGND | Ligand Pharmaceuticals - Current Price: $298 - Market Cap: ~$5.9B - Bull Target (12–18m): $400–$440 - Bear Target: $235–$250 - Upside: +34% to +48% - Downside: -16% to -21% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Forward P/E: ~43 🔴 - Debt-to-Equity: Elevated after convertible financing 🟡 - Cash & Short-Term Investments: $1.36B 🟢 - 2026 Revenue Guidance: $270M–$310M - 2026 Adjusted EPS Guidance: $9.00–$9.50 - Royalty Growth: +32% YoY in Q2 🟢 - Profitability: Strong 🟢 - Price Trend: Strong long-term trend 🟢 - Bull-Case Market Cap: ~$7.9B–$8.7B - Risk: Moderate - Conviction: 7/10 - Grade: B+ Ligand operates a capital-light pharmaceutical royalty business and recently expanded substantially through XOMA Royalty. I like the profitability, royalty growth and balance-sheet liquidity, but the premium valuation prevents me from pushing it into A-range at $298. --- GROW | U.S. Global Investors - Current Price: $2.72 - Market Cap: ~$34M - Bull Target (12–18m): $3.50–$4.00 - Bear Target: $2.00–$2.20 - Upside: +29% to +47% - Downside: -19% to -26% - Reward-to-Risk: ~1.7:1 🟡 - Success Probability: 45% - Debt-to-Equity: Extremely low 🟢 - Cash: $24.3M 🟢 - Net Working Capital: $35.7M 🟢 - FY2026 Revenue: $10.3M, +21% 🟢 - FY2026 Net Income: $3.1M 🟢 - Operating Income: -$603K 🔴 - Average AUM: $1.5B - Share Buybacks: 734K shares repurchased 🟢 - Price Trend: Severe long-term underperformance / water-slide 🔴 - Bull-Case Market Cap: ~$44M–$50M - Risk: High - Conviction: 4/10 - Grade: C+ U.S. Global Investors is a tiny specialist asset manager with exposure to thematic funds including JETS. The balance sheet, buybacks and return to profitability are encouraging, but a roughly 54% five-year decline, weak underlying operating profitability and mediocre reward-to-risk deserve a major penalty. I need to see a sustained reversal before considering this a B-grade investment.
#AMD pumped $13 in the last hour just as I predicted LMAO🤌
AMD dropped over 20% in a few days and MU is still down like 30%+ off of his ATH. How low did yall think this shit was really going to go? These companies are putting up historic revenue growth %s Y/Y…
Buy AMD + NVDA + INTC calls you silly sausages
Well the 60K I threw at AMD and 40K at MU leaps paid off today. Sold my MU leaps for a 6K profit this morning at 912, obviously should’ve kept holding. Expected a pullback end of day though, this market is strong apparently.
I simply do not understand the hard on this market has for AMD. According to what metric is this stock not insanely overvalued? I'm not even shorting, I just sold my 1DTE calls way too early today...
Wow I sold everything too early. NBIS, SOXL, AMD. Oh well, happy with my gains