AMD

unhappyreach_

When is AMD ER 😡

beeArebel

are you ready to baghold stocks for billionaires for at least 2 years. look at $INTC for example. next is AMD on the list. $AMD 200 by 2028

Eazy-Eid

Biggest laugh is that the market thinks this is bad for AMD

RuleSafe6767

Ummm.. 100%. The retail PC market is basically on ice until hardware prices come back from the stratosphere. Even businesses are using the second hand (cough, "commercial refurbished") markets. Also, their CPUs still aren't competitive with AMD or the big ARM chips on the server side. So they will be in free fall until something changes.

Eazy-Eid

AMD is doing just fine. Intel is just a joke.

WorkingCorrect1062

INTC dead AMD dead due to weak personal cou demand

TorukMaktoM

Intel shares plummeted in extended trading on Thursday after the chipmaker issued a weak fourth-quarter forecast, citing continued softness in the global PC market. Here’s how the company did in the third quarter, compared with estimates from analysts polled by LSEG: Earnings per share: 52 cents adjusted vs. 40 cents expected Revenue: $16.51 billion vs. $16.5 billion expected Revenue climbed 21% from $13.7 billion a year earlier, the company said in a press release. However, revenue in Intel’s client computing and physical AI group fell 5% from the same quarter a year ago to $8.1 billion, missing estimates, even as data center and AI revenue jumped 78% to $7.3 billion. Global PC shipments declined 4% in the second quarter from a year earlier due to soaring costs for memory and other components, according to Counterpoint Research. For the current quarter, Intel said it expects adjusted earnings per share of 25 cents on revenue between $15 billion and $16 billion. Analysts were expecting revenue of $17.1 billion and EPS of 43 cents, according to LSEG. “We see the PC slowdown continuing at least through the first half of next year, but we remain optimistic about the opportunities across our broader portfolio,” said Intel finance chief David Zinsner, in the release. “We will continue making disciplined investments in capacity and working capital to increase supply and support future growth.” Additionally, Intel’s forecast reflects the effects of an explosion at a fab in Israel that killed two workers and seriously injured a third earlier this month. Zinsner told Reuters that the incident will cost the company about $600 million in lost revenue over two quarters, and said the company plans to start ramping up production there by the end of the week. Intel’s stock has been on an upward tear, up about 150% so far this year, although it’s down roughly 23% in October as concerns have emerged about the size of the artificial intelligence buildout. Known best for its industry leading central processing units, or CPUs, Intel has been a beneficiary of the rise in agentic AI. While chatbots and large models rely heavily on graphics processors from Nvidia and Advanced Micro Devices, agentic applications such as Meta’s Muse and OpenAI’s Dots lean on CPUs to help orchestrate tasks and data from a computer operating in the cloud. “Despite near term headwinds affecting the broader PC industry, we continue to see robust demand for CPUs and more broadly, for all our computing platforms in the long term,” CEO Lip-Bu Tan said in the press release. Nvidia, which has become the world’s most valuable company thanks to its dominance in GPUs, is scheduled to report results on mid-November. AMD reports next week. Intel’s foundry business, meanwhile, has struggled to find its footing. Intel is the only U.S.-based manufacturer of advanced logic chips, and is now in high-volume production of its most advanced 18A chip out of its new fab in Arizona, providing an alternative to Taiwan Semiconductor Manufacturing Co. While Intel remains the only major customer of the chip, analysts say a major fabless chip customer could choose Intel with its next chip, 14A. “People want a second source to be able to twist TSMC’s arm and keep them honest on pricing,” said TechInsights analyst Dan Hutcheson. “All the big ones have been testing there.” On top of the memory shortages, another critical component of chipmaking known as substrates “are really constrained,” Intel’s Zinsner said in August. The Trump administration took a 10% stake in the Intel last year after the company had fallen behind on its 7- and 10-nanometer technologies. Nvidia and Softbank also invested billions in Intel last year. Tan has taken a more cautious approach to foundry spending than his predecessor, Pat Gelsinger, who launched an ambitious revival of the company’s foundry business. Last week, Intel said crews have installed the first structural truss at its huge Ohio chip fab that was originally expected to deliver chips in 2025. Its next fab in Arizona is expected to begin operations by the end of 2028. Oracle disclosed an expanded deal with Intel this week, announcing at its annual AI conference that it would deploy the chipmaker’s next-generation Xeon server processors, as well as the latest rack-scale systems from Nvidia and AMD, as it continues to add data center capacity. Intel completed a $23 billion equity offering in August. Tech giants have spent trillions of dollars in recent years to meet insatiable demand for AI and the infrastructure needed to support it.

skippy_smooth

AMD is the Advanced Money Destroyer, but INTC is the king

JohnMaxWins4You

amd but that boat sailed. although i dont see ai plateauing and i dont see anyone but microsoft and sony making consoles and consoles will never stop, the only other ones are shitty nintendo but that’s not taking much off the plate whatsoever. this with AI nonstop going up i do see AMD getting too big and halving its stock like i think nvdia did.

aaronius12

Bro saw six people buy an Intel Arc and declared NVIDIA dead, conveniently forgetting AMD exists 💀

bidahtibull

AMD tanking like it has already missed 😅

AMGsoon

Bursting hahaha SK Hynix and Samsung are earning gazillion dollars every quarter. Same for Nvidia. People forget that Intel was that one child that always underperformed compared to Nvidia and AMD.

davidbigham

AMD investors holding their hands watching Intel .

PMmeDonutHoles

Seems like it’s taking the entire sector down with it.. Nvidia and AMD also tanking AH

chainerection

Mfks front running AMD's post earning

Far-Requirement9180

AMD dropping in synchronized performance with Nana lmaooooooooooo

patelchief90

AMD might be the best short in market with how expensive it already is

AlpacaDream7

AMD getting fucking smoked lol

Molten-Helldiver

AMD dying too

gopoohgo

omg INTC LEAVE AMD OUT OF IT

slothropdroptop

QCOM will be the next AMD

JabCrossE4E5Quark

Theres tons of idiots who would love to buy AMD at 1T valuation at the top of a bubble. The market has trained investors to buy every single dip. It will be hard for areal sell off to happen as long as this mentality is so prevalent

JackieChanX95

If anyone was seriously behind the idea the AI trade is over AMD wouldn’t be near ath

Ashisht786

Looks like AMD’s CEO got buccal fat removal and new glasses.

Devincc

I was 17 years old 12 years ago lol. I spent $160 to buy my first 40 AMD shares I’m trying to offer advice but you want a million dollars tomorrow. It doesn’t work like that. Invest for yourself 20 years from now. I don’t give a shit if the stock crashes another 20% because I’m invested for the long haul and googles earnings and fundamentals are still solid, but keep crying about 3 months lol

NotGucci

AMD just strong.

SlfImpr

$GOOG looks tempting but I am not buying because if I do, it will drop further 😆😆😆 GOOG SVP posted this last night: [https://x.com/thefox/status/2115636995217400082](https://x.com/thefox/status/2115636995217400082) \- YoY Search query growth rate is highest in the past 5 years \- Prioritizing user experience and engagement first w/ AI Search \- Beginning to scale ads in AI Mode to more countries and launching multi-turn ads in the U.S So they are maintaining/increasing the search business despite AI. They just have been thoughtful in how they start monetizing it differently with AI without losing any market share! They have this: * Search + Ads * YouTube, subscriptions, platforms, services * Devices (think Samsung, Apple) * Google Cloud (think Amazon AWS, Microsoft Azure) * Google TPUs (think AMD and Nvidia) * AI Models (think Anthropic and OpenAI) * Waymo (think TSLA robotaxi) and Robotics * Google Quantum (think IONQ, QBTS, RGTI) * more... Google's latest model Gemini 4 Carbon scored higher than Anthropic in many benchmarks

Own-Recipe5908

I need to mentally consider the human centipede before us. So, MSFT bets heavily on OPENAI, a bit in ANT, owns stock rents GPUs to for 'free' to them for the stock. Buys GPUs. Reports unrealized gains in stock as 'profit'. Goog invests heavily in $ANT and $SPCX. Circlejerks them with funding for it (while also competing with them directly in both neocloud and AI developemnt). Reports unrealized gains in stock as 'profit' and then gets fucked over when SPCX stock drops. AMZN massively invested in $ANT and OPENAI. Reports unrealized gains as profit. Funds both, also reports their unrealized gains as profit. Semi GPU names (AMD/NVDA etc) also circle-jerking the AI company funding to infinity, reports GPUs they gave the money to buy to the companies that bought them as profit. So, $ANT is IPOing? If they drop or even flat like SPCX shit is gonna go boom isn't it?

Austin_Destroyer

GOOG to change ticker to AMD as it has taken the title of "advanced money destroyer". AMD has chosen DEEZ as its new ticker, rebranding the company "Advanced Micro Deez". When asked about the name change, Dr Lisa Su blurted out "deez nuts" and scooted away in what appeard to be custom Heelys. Turbulent times, turbulent times.

TheModeratorWrangler

Dad is 💎🙌 on $AMD from $14 a share.

Tigulla_SRT24

Buy AAOI, COHR May be AMD buy them out

Wonderful-Savings768

Except they need to move quick or AMD and Nvidia will make their own TPUs, etc.

Famous_Bear6618

Retards here always forget market doesn’t care about good business models, PE. It cares about hype. AMD will see 5T before googl IMAO 🫴🫴🫴

sabatiel180

Because investing in stocks, like high beta ones (AMD), can outperform SPY YoY. Youre welcome.

WSB-mods-are-

Imagine if you had AMD, GOOG, and MU calls and then MSFT puts 😅

Pitiful_Bedroom_6619

$AMD WAS DOING SO WELL .... :sorrow:

Left-Signature-5250

Because I also havr AMD, ORCL, SPY ETF, AMZN 🤷‍♂️

Huffnpuff9

I like to compare the current quarter estimate to the last year's corresponding quarters. NOW's 2025 Q3 was at .96 and the 2026 Q3 estimate was 1.02. Combine that with a P/E of 95 (which demands extreme growth), and the price just didn't make sense to me anymore. They also just made a 35% run-up, so I took that profit so quickly. AMD looks ok; their P/E is really high at 147, which freaks me out, but their future estimates are like +90%.

toothpick000

They are investing in their own GPU -> TPU. It will pay off long term without having to buy from NVIDIA or AMD.

bad_detectiv3

Can you details on this? Aren’t future guidance based on what analyst say? I have an impression analyst dnt knon shit How do details look for Nvda and AMD

SlfImpr

I am panic selling all my GOOG stock tommorow because Google only has: * Search + Ads * YouTube, subscriptions, platforms, services * Devices (think Samsung, Apple) * Google Cloud (think Amazon AWS, Microsoft Azure) * Google TPUs (think AMD and Nvidia) * Waymo (think TSLA robotaxi) and Robotics * Google Quantum (think IONQ, QBTS, RGTI) * AI Models (think Anthropic and OpenAI) * more... Google's latest model (released yesterday) Gemini 4 Carbon scored higher than Anthropic in many benchmarks

greenpride32

I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. If you were to give me the choice, you can be all in on DRAM or, all in on AMZN/MSFT/NVDA at equal weight, and cannot sell for 5 years, I'm without hesitation going with the latter. Ther latter group's success is driven by IP and products and services that you could potentially replace, but at lesser quality. The former group is selling commodity products and just taking advantage of bidding war markup to create their margin. One of these models has already created decade or decades of dominance. Other is riding a roller coaster of supply and demand dynamics. Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups. I plug RAM or storage into industry standard socket/connector and it works, doesn't matter which brand and it's equivalent performance. I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.

GoldBlueberryy

AMD isn’t called advanced money destroyer for no reason

SilentExtinction

Well this is my fault. I held AMD and RDDT calls overnight. Fuck me...

bjay1290

AMD earnings can save us?

UltraMagaOK1988

Yup and buy AMD

Unhedged-Fund

NVDA and AMD pushing down

hintheman

Thank you for the write up and I like your thoughts. I did leaps on AMD starting from 50, 75 and out for one year. I did buy the stocks at 15 starting in 2016. I bought NVDA at 24, sold at 400 and use the proceeds to invest all into AMD. It has been a crazy ride with big swings. Now I have shares from both leaps and CSP, and long buy and hold with CC. When I bought leap in 2016-2020, I was not paying attention to selling monthly short call to keep the cost basis lower. Essentially instead of PMCC, I have been doing Covered Strangle. It would be fun if I managed to do more complex lots that look like Covered Strangle + PMCC. Since the good time of AMD, I find it difficult to find good stocks that are undervalued. Also I have interest in good growth dividend paying stocks that help with short call + quarterly dividend to reduce cost basis or add additional fractional shares into the lot. I wrote a PMCC option scanner but it lacks the inputs of 52w low and I prefer to be 1/3 of the price range as bottom pick is risky in my experience as I never can tell it hits bottom in a down trend. I use analysis on the 52w range along with triple screening with 30m, 4h and 1d, EMA to see if the stocks in rebound. https://preview.redd.it/y1p4n9r35ayh1.png?width=3094&format=png&auto=webp&s=0ae94809a17cc6d076a63e21ff74b4a1be0ed1f8

beeArebel

next AMD bulls will get slaughtered 

CurrentAirline9065

Dell and AMD's turn?

SmellyStinkyGuy

Rn just stupid tech shit 180-250 days out ITM or maybe just OTM. AMD, NBIS, MU, ASTS, classic idiot stuff.

BadaBingSil

$SKHY saved us just for $GOOG to kill us i'm in neither, but my $AMD calls feel the pain

bye_stander

Allah-hu-Akbar This is for my AMD puts

gopoohgo

Bro AMD is the Advanced Money Duplicator. Anthropic is projecting to 3x their AMD buys

SmoresPies

lol @ everyone who thought Google had the circlejerk slush fund on their books this quarter. It’s sitting with AMD for now. Maybe it’ll be NVDA next month, or ANT upon open. Who knows? Only those in the circlejerk stroke sesh

uklawstudent24

I knew buying GOOG was a mistake, that shit is the new AMD

GanachePossible3921

Completely wrong lol oracle revenue showing the potential of actual functioning compute right now (ie nebius) while acknowledging they can’t keep buying chips with borrowed money, to place in warehouses because no permits/power. I am shocked AMD/intel aren’t following nvidia down. Semis fucked neocloud/hyper scaler pump

bronzewhale

AMD has NQ on its back

Kind_Initiative_7567

AI trade back on regards AMD to 700 😂

oliver2022

apparently openai and anthropic increased by 3x the orders of GPUs from AMD. the demand has to be sky high or AMD deals with all of the hyperscalers hoping for software built around their GPUs worked. fucking insane to expect AMD to continue rallying after a 200x YTD.

SpecialTrust2045

Hold AMD or AVGO?

tsla73582

Sell the part that's already long term, lock in some profit. If you sell the short term lots you'll be paying over 15% more in taxes. If AMD drops less than 15% over the 4 months you'll still be ahead plus you'll be realizing gain in a different tax year. If you're worried Amd will fall (or won't go up from here) sell a couple of dollars itm call option and just keep rolling if it's still itm. This gives you a little downside protection and premium while you wait for shares to fall into the LT tax category.

CalebVanPoneisen

It says it right there! AMD CASH (out and) CEHL It’s a sign, OP! Follow your portfolio’s astrological signs!

Valkyrie_Skuld

• SpaceX: $120.5 billion in infrastructure commitments running through 2029. • xAI: $84.5 billion in data center or infrastructure-related commitments. • Microsoft: $44.9 billion in cloud computing commitments running through May 2033. • AMD: >$20 billion in hardware commitments

NotGucci

Jesus SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS \- Revenue: $78.9B (Est. $74.8B); +328% YoY \- Oper Profit: $62.8B (Est. $58.5B); +632% YoY \- Oper Margin: 80%; +3,300 bps YoY; record high \- QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: \- DRAM Bit Growth: Mid-20% QoQ \- NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: \- DRAM ASP: High-20% QoQ; bits \~+10% QoQ \- NAND ASP: Mid-20% QoQ; bits slightly lower QoQ \+1% ON kospi up 5% Lets fuckin go! Need ATH on AMD, mu, sandisk

flipyfresh11

How high is Advanced Money Duplicator (AMD) going?

godrayden

market will pop again tommorow , after fed decision... AMD to hit 600 this week after INTC strong earnings

Legitimate-Jury3878

I just don’t get why NVDA won’t get a 5-6% day like AMD and MU

beeArebel

come on $AMD give me one more push to $600 and I won't forget to short you

WorkingGuy99percent

What is your definition of cheap? A cheap share price? Like less than $10? Is that a cheap stock to you? What if they lose a billion dollars a year? What if the company has never posted a P/E? What if you $10 stock goes to a $1 stock? Was that an expensive stock or a cheap one when you bought in at $10? Meanwhile, what if I bought a company at less than $900 a share, right at around $898? What if it had a high over $1200 within the last six months? What if I think that stock is going to hit over $1800 within a year? What if...they show one more 40 to 60% growth Q over Q in the next four? They had two Q over Q revenue gains over 70% twice last year. What if that happens and that company crosses the high analyst bull case of over $3000 a share within the year? Whose stock was cheap? You would have lost 90% and I would have almost 400% gains. https://preview.redd.it/9q4n4jy5i4yh1.png?width=2011&format=png&auto=webp&s=c9e0c70abda887a97470c54a144e87ad02634050 I have been buying up MRL, INTC, META, GOOG, AMD, AVGO, CBRS, CRWV as their prices dropped. I got them down 10 to 20% off recent prices, more than that off their highs. I would have been buying more NVDA, but I have way too high a percentage of them.

natsak491

The CEOs of Nvidia and AMD are literally cousins

Wrong_Imagination_13

AMD is an exception btw LMAO

timtam_z28

You can beat the SP500, but don't expect to beat it by much, but even 2% over SP500 over time is huge. The main difference between retail investors and financial advisors and hedge funds again, is time. You can wait for thesis to play out and hold names they'd be forced to sell. I know you can beat the market, because I have, but barely. I started picking individual stocks around 2020. But let's be honest, I bought names like NVDA, PLTR, AMD, AMC, MU, DELL. I certainly had some losers like some of the ARK funds though.

URMomPaysFirMyCalls

Tesla MU and AMD. Nothing else matters

HowIsEmuWarriorTaken

Praying to baby Jesus and old mango for my AMD puts to print.

Competitive_Touch_86

Eh, for AMD/Intel - sure. nvidia was primary gaming/consumer/etc. until semi-recently. 2021 is flipped a little bit, but not truly on an epic scale until 2023. It's hard to separate crypto mining stuff from the gaming market since it was mostly the same SKUs, but nvidia never truly catered to the crypto craze as much as folks think they did. https://ourworldindata.org/data-insights/nvidias-revenue-from-data-centers-and-ai-has-grown-1300-fold-in-the-last-12-years

Already-Price-Tin

> I don't think they are different companies I do. People still matter, and I question the leadership at OpenAI. I don't trust Sam Altman, and it sounds like there's been more high profile exits of executives from OpenAI recently, like their COO, Chief Revenue Officer, head of data centers (to say nothing of the saga where the board fired Altman, until the employees revolted and demanded his reinstatement). Plus the CFO doesn't report directly to the CEO, which is an eyebrow raiser, just as a matter of organizational structure. Partnerships still matter, too. And I don't trust the competence of Softbank and Oracle and SB Energy to actually build out data center infrastructure on time and under budget. Anthropic has built out a strategy where they are less reliant on any one chip architecture or platform. They'll gladly use NVIDIA or AMD GPUs, Google TPUs, Amazon Trainium, etc. They brag about this in their S-1, and from what I've heard, the other frontier AI companies aren't as well positioned for a hardware-agnostic future, which might make them more vulnerable to supply shocks, aggressive partner pricing, etc. Maybe OpenAI has done similar, but they haven't filed a public S-1 yet. But also, from the reporting, OpenAI has had a lot more tied to specific data centers being built to their specifications (Stargate, etc.), rather than being about to just lease just a bunch of compute from whoever has it. And from talking to those on the customer side of things, my impression is that enterprise is much more willing to spend a lot of money on Anthropic's products than OpenAI's products, as of right now. It can change quickly, but the timing of who is at the top of the leaderboard matters a lot right around the time that they're trying to go public. Anthropic's financial statements show that they raised hundreds of billions in cash in the first half of 2026, shoring up their cash reserves before their IPO. Does OpenAI have the creditworthiness or reputation to do the same thing? Those seem like pretty important differences. I'm mildly bearish to neutral on Anthropic and very bearish on OpenAI.

Ble_h

All semis dumping on blowout earnings. Think i’m going to buy AMD puts.

Then-Cup-5153

SU BAE got that AMD manipulation down to a fucking science now

HistorianSome7779

What's AMD going to do tomorrow given the pump today?

Memento_mori9608

AMD will double next year

BruceMee

AMD literally compromising my mental health today.

Fit-Frosting-7144

AMD won't dump

Boonuttheboss

"Are all moving to AMD right now" - maybe in Reddit threads, but not with their wallets. [https://store.steampowered.com/hwsurvey/videocard/](https://store.steampowered.com/hwsurvey/videocard/) . AMD's market share is shrinking.

Own-Bit3839

Nvidia, AMD, Intel, Micron, Applied Materials?

pmoO0

Right. AMD screws you both ways. I'm not touching that. Intel too.

Brave-Temperature495

Only because people were buying options at strange inopportune moments. Anyone who bought AMD over the course of the past 2 to 10 years has made money, and many have made fortunes.

browsk

AMD has never been free money 😂

phosphate554

remember AMD was advanced money destroyer for years. things can turn quick

Subie-

AMD is life. Breathe AMD. All of these loser stocks are a gamble.

cbusoh66

AMD gives META warrants to buy its chips, then AMD buys back META shares in this $95 billion capital raise. META will then use some of that $95 billion to buy more AMD chips.

andytobbles

MF saw MU at 860 and AMD at 500 and saw “nah I’m good”

Ldn_twn_lvn

+AMD, +SNDK [controversial, +Elon (TSLA, SPCX) ]

CurrentAirline9065

In bear times mean reversion spread trades get really popular. NVDA/AMD is one of the most popular ones

Orin_n

How tf is AMD price opposing NVDA, they're literally in the same sector

Fit-Frosting-7144

AMD red 🍒 EOD

andytobbles

You guys are down? My AMD and SOFI calls are PRINTING.

Disastrous_Rent_6500

Who cares. All Meta See’s is the 200 Billion of AMD warrants they need to unlock 😅

chakobee

People are only buying AMD GPUs because you can’t get your hands on Nvidia GPUs for msrp. If Nvidia ever decides to ramp up gaming GPU production again, AMD GPUs will fade into memory

Remington3426

BREAKING: AMD to invest $1b in Meta offering.