AMD

National_Ad_1765

https://preview.redd.it/1iftn09uw81i1.png?width=1597&format=png&auto=webp&s=a0c62b85e54500822f8290dbc0ab5b7ecb0a357a Looks like a BUY still to me, price is on sale relative to, lets say, AMD right now . Valuation multiples all on the low end and their still enormous for the near future P/E: Now 20.8x · Range 10.0x–115.0x · 3-Yr CAGR +168.2% P/FCF: Now 31.6x · Range 7.0x–127.0x · 3-Yr CAGR on P/FCF +132.6%. P/B: Now 17.5x · Range 16.0x–46.0x · 3-Yr CAGR on P/B  +104.7%

NationalChest1957

just bought an AMD put and it pumps $5 last minute :ahyes:

73ven3leven

AMD up +41% since last thursday's low which is so ridiculous

Ayye_Human

AMD

Spac55

$CRWV $NBIS $AMD $AVGO bankers pump dump algo gaming going

73ven3leven

AMD is falling hard tomorrow

c12beats

AMD hits 1k we have a good Christmas gang rofl

h4ck3r_n4m3

Back to AMD for nostalgia

FNLN_taken

To AMD, obviously. Were just playing musical chairs, right?

CD274

yeah AMD is the one with staircase up pattern

Bagholder147

Bro AMD about to moon shot to 650.

Wesutt

no they won't lose its competitive position overnight but they won't also gain new ones. This event leaves Nvidia in a very vulnerable position and AMD was already catching up if not caught up already. Honestly Jensen f'ed up big time because AMD is just around the corner and Nvidia only had CUDA and full stack integration holding down their fort. Hyperscalers are locked in contract wise but they can use alternative methods such as delay delivery or in the case of faults on nvidias end exit the contract. If any of those happen, nvidia is in trouble. I can imagine nvidia scrambling right now because their massive market value is tied to everything going right and unfortunately jensen just opened the gates.

tika_dengu

AMD will tank if any hint of affair with Lisa

staynight

After this news AMD will go to $1000 EoY

__pickle_rick

JENSEN NVIDIA HUANG had affair with LISA AMD SU while TIM APPLE COOK watched in the cuck chair

am22fcw

Surely AMD and it's triple digit P/E are safe from whatever comes next lol

theineffablebob

AMD up 50% in one week

sup

Yes, the whole AI trade dropped (AMD included) because of a fear of earnings growth collapsing. The market was learning the trade wasn't worth the multiple. But now the two are diverging. My argument is: They are diverging for irrational reasons. AMD doesn't deserve the premium relative to NVDA right now. The rotation is too much.

Stergenman

Bro coping he bought Nvidia in the last 12 months and not AMD

Phaoryx

Vibes dd lol. AMD doesn’t even have meaningful China exposure

PapaPee

Apple have a strong competitor. Nvidia doesnt. AMD and Intel have been trying for how many years and just couldnt catch up. But we still dont know what the chinese “spy” have that could turn nvidia upside down.

Spac55

Adding $AMD short

JabCrossE4E5Quark

Worst case scenario is AMD closes above my resistance area and I sell for maybe a 20% loss which would be a 0.22% drop in my portfolio. OH NO

HighwayExotic2808

Bruh can someone just investigate Lisa Su at this point? Sick of AMD pumping

JawnxWick

I should of just bought AMD fuck my life

sup

Honestly, stock performance does generally match earnings growth. Just not the last two days, apparently especially when looking at NVDA/AMD in vacuum.

Bagholder147

AMD

Tikoloshe84

Ehrmagherd why would AMD do this!?

adamtheskill

Yeah that's why I wrote it as (ex)-wife... She's for sure in on it and they will get together again after she has bought a large stake in AMD.

Personal_Badger_3422

Hope he joins AMD

RoyalFail6

NVDA is still better than AMD. If they can manage to find a decent CEO, it’ll recover fast or at least that’s what i tell myself

73ven3leven

Just because NVDA goes down because of Jensen doesn't mean AMD should rally this much. This market makes absolutely no sense.

Imaginary-Case3976

Way back, They were going to merge but Jensen wanted to be CEO of the combined company but the AMD CEO didn’t want that.

sup

NVDA forward PE = 13 AMD forward PE = 38 AMD is unquestionably more expensive. Unless the whole world reduces their NVDA orders by 66%, or lawsuits cause NVDA revenue to tank by 66% over the next year, I think this rotation is a little unwarranted.

Lil_Sperm

I bought AMD for 403 last week AMA

flaming_pope

Non compete or not, he can't do anything without NVDA. How would he compete? He'd have to start an account with TSM, design entire blackwell architectures from memory, which on it's own took tens of billions of dollars. AMD is not going to take him. And China doesn't have access to 3nm.

drazayn99

AMD has literally pumped almost 50% from last Thursday's lows. This rally is as ridiculous as it gets. Will open puts EOD today.

miaou12

https://preview.redd.it/omoh5whal81i1.png?width=898&format=png&auto=webp&s=126aa46d3a06aa390923d5285905d67b3b345080 AMD capitalising on the news lol

SnooRegrets6428

AMD bulls are going to get butt hurt soon. Amd will always be second to nvidia

thewronghole1993

AMD gonna make a run at 600 again for PH

adamtheskill

Bro is playing a 200 iq game us mortals are unable to understand. He knew AI bubble will pop soon so he created the situation necessary for a divorce so he can legally sell 50%+ of his stock. After the dip he will have his (ex)-wife invest billions in AMD and join his cousin there. Then he will gift Lisa Huang some leather jackets and in 5 years AMD will be worth more than the entire american economy. Also he will buy Hawaii, create a cult that worships our AI overlords and build up a secret super AI that takes over the world in 2039.

gopoohgo

AMD saving my port lol

Hussle_Crowe

How many crayons you when stick in your head to think AMD is a good buy here? 40?

McOmghall

Believe it or not, calls on AMD, puts on everything else.

blakeatwork

AMD, take over Radeon division

StatelyTree

I can't decide if it hurts them or not. At the end of the day nearly everyone in the world (including China) wants their proprietary tech. No one else has anything quite like it. I remember getting in arguments with folks back in '21 that AMD or Intel or * *insert other chip company here* * were going to come up with an alternative product in the next 6 months that would steal a ton of market share away from them. Still has not happened. I've been an investor since '16 and will continue to hold for the short term at least. It's not like tesla that mostly trades on vibes. Nvidia has ridiculous levels of sales and growth in sales. Like one quarter of their sales growth alone is AMDs entire yearly sales across all sectors. That revenue stream doesn't disappear (at least immediately) with Jensen. 

DiligentJeweler7052

Jensen isn't out of the woods yet; he will still have to testify. Might as well just buy AMD lol.

JabCrossE4E5Quark

AMD up 50% in a week is some mad crazy shit. If it stays this high for another few days gonna have to buy more puts at an even shorter strike since theres a huge untested resistance a few % up from here.

Effective-Strike69

Calling AMD a "paper tiger" while ignoring EPYC's dominance in server CPU performance, Instinct GPUs going blow for blow on hardware performance, and ROCm rapidly closing the CUDA gap is certainly a take. Nvidia's biggest moat is its software ecosystem, not some magical hardware advantage AMD can't touch. And somehow Google and Amazon making their own chips is a threat to Nvidia but also proof AMD is irrelevant? Brilliant logic. You sound like someone who formed an opinion about AMD in 2018 and hasn't bothered to update it since.

Boys4Ever

I’m not just looking at AMD

rollinhating

I wonder what it would take for AMD to have 1 red day.. This week it gone up like 70%

Dangerous-Bonus-4027

I think people need to come to two realizations... 1.) The issue with Jensen fucking a Chinese spy has nothing to do with the sharing of Nvidia's secrets. It has to do with his proximity to the administration and our limp-dick joke of a "president", and what additional U.S. information he may of been privy to that was leaked because of it and 2.) Nvidia has been shipping it's leading silicon to shady Neoclouds and other companies that are really just shells to be funneled into China for years. The profit sharing agreement that Trump entered into where the U.S. get's 15% of all revenue from Nvidia/AMD just poured gas on and incentivized the problem. Nvidia was more motivated than ever to recognize record revenue because it reinforced this behavior. Buckle up. This is just the start.

General-Oil293

A third… lmao AVGO and AMD calls

fusillade762

This could be an opportunity for AMD, but they are still pretty far behind and because NVDA has been so dominant, everything is optimized to utilize their chip sets. Huang going down probably wont change the trajectory of NVDA as the dominant player, but AMD has been known to topple giant., Intel got rocked by AMD's multi thread processor tech and low pricing and its taken 10 years for them to claw their way back to some level of parity. Unfortunately for AMD, their cards have lagged behind NVDA and they haven't been able to pull the same sort of hat trick they did in the processor world in the graphic card realm.

drytexterfinalboss

https://x.com/AMD/status/2120936758669906296?a=lXfS4t0UzmILd0XYTa0&s=19 This is crazy, they are dancing on her cousin's grave

turribledood

AMD is a paper tiger that everybody just plays as a contrarian foil to Nvidia, because somebody's got to do it, right? There's a reason their PE is like 150 or some shit and Nvidia is sub 20. TPUs from Google or AMZN will erode nvidia's status far faster than anything AMD ever actually executes, which is generally very little, if history is a guide.

cj_daking

I'll be interested to see how this goes. I don't know if you're timing this right, but you're in the neighborhood. Nvidia's board is going to hustle in the coming weeks to assure the market that the company is viable going forward. It may dip more, or it may fall apart, but my bet is that they'll rally and find a transitional CEO to put more grown-up processes in place and stabilize the ship. The smart bet last week would have been to also invest in competitors like AMD, as the market wakes up to the risk of one company's dominance in the space.

NerdSlamPo

no. but I do think AMD and AVGO have better upside and, at this point, more clarity in leadership, and I'm willing to bet on that compared to an NVDA stock that has a good chance of staying suppressed due to market sentiment. but I don't blame people buying

Dangerous-Bonus-4027

I think people need to come to two realizations... 1.) The issue with Jensen fucking a Chinese spy has nothing to do with the sharing of Nvidia's secrets. It has to do with his proximity to the administration and our limp-dick joke of a "president", and what additional U.S. information he may of been privy to that was leaked because of it and 2.) Nvidia has been shipping it's leading silicon to shady Neoclouds and other companies that are really just shells to be funneled into China for years. The profit sharing agreement that Trump entered into where the U.S. get's 15% of all revenue from Nvidia/AMD just poured gas on and incentivized the problem. Nvidia was more motivated than ever to recognize record revenue because it reinforced this behavior. Buckle up. This is just the start.

Effective-Strike69

Let's not pretend CUDA is this impenetrable moat. ROCm has improved by leaps and bounds , PyTorch supports AMD and Mete is already running Instinct GPUs inproduction. EUV isn't Nvidia-exclusive either. AMD's hardware goes blow for blow with NVIDIA's while offering a better bang for the buck not to mention their CPU business. The "moat" is eroding rapidly. It's a two horse race, but let's not pretend NVIDIA is the only game in town. Look at AMD's recent stock performance to demonstrate the market is starting see the potential in eating into NVIDIA's dominance.

Hussle_Crowe

So if the AI boom stays this hot for 100 years straight, you will break even on AMD. Cool. Sounds like you should buy some more

Blze001

Jensen to AMD would be lowkey hysterical.

Hussle_Crowe

AMD is fun because earlier it was up because NVDA was down. Now it’s up because NVDA is up

falcontitan

Jokes, memes and the shit that he did apart for a second. Dude was one of the best ceo's of all times. He really played a great role in making Nvidia what it is today. Nvidia will never be the same without him. And until someone like Tim Apple takes over, AMD has a chance of a lifetime to beat Nvidia's CUDA after it was smashed by Huang's DICKA.

-Tech808

Mama Su. It’s time to seize the moment and lead the future! AMD!AMD!AMD!

zxc123zxc123

This thanks giving finally the year were Lisa Su doesn't have to hear >*"Sure you MIT, got your PhD, got into AMD, broke the glass ceiling, then became one of the few female CEOs in the Fortune 500, and then helped AMD whup intel while giving your shareholders a 4x return after the pandemic ended.* ***BUT WHY CAN'T YOU OVER 10X LIKE YOUR COUSIN JENSEN!??!?***" This year finally the year where Jensen is unmentioned ~~and Lisa Su will get all the praise.~~ Other family members will mention Lisa to their kids or cousins but no one will acknowledge her to her face. IFYKYK.

Mustatan

This, and doesn't even need any kind of spying to find out, TSMC is part of huge eco-system for chip fabs and China is main supplier for the parts that make TSMC work. Of course they know about the fabs and design processes from unavoidable shared knowledge, last pieces of teh puzzle are just EUV and Zeiss special sauce with the optics, and they figured that out too. (A lot of the top people at ASML and Zeiss just went back home and recruited in Chinese firms, and China just went different routes to EUV, it's very advanced tech but multiple ways to do lithography like that). This maybe the real big story hidden by the cover story. A few months ago China began clamping down hard on Nvidia and AMD imports even while supply their own models with more and more advanced GPU's, made domestically. That only happens with their own chips at Nvidia's level or better, though for clear reasons they aren't publicly talking about that.

maenmallah

Poached where? Google, AMD or Apple. One can just buy all of them to be safe.

lolidc2

AMD with his cousin

Consistent-Paint7860

AMD has always been a bottom feeding company second to nVidia. Even now, green only because nobody wants to fuk their CEO.

jayemsa

AMD is a well managed company immune to cheating scandals

g_bleezy

I'm very suspicious too. I know the floodgates sometimes open once the first accusation sticks but this all feels timed around the midterms and the info that trump know for almost a year. The question I'm stumped on is if the coordination is pro or anti US? I bought Jensen's philosophy that the AI ecosystem is a layered cake and he was just one layer. His assertion that it's good for the US if the world runs AI stacks on US chips made sense to me. This thing is going to be won and lost at the software layer. More to that point the software layer that was one of NVIDIA's strongest moat, CUDA, is being cloned for other chipsets like AMD and it's going faster than I foresaw. I am not long on NVIDIA anymore.

plutosbigbro

AMD is up 30% in the last five days. That is insane

Smile_Space

It's probably already priced in at this point. NVIDIA is still shelling the shovels for the AI gold mine, and while the gold mine may be shuddering a bit, they're still the sole provider of shovels given AMD and Intel aren't producing chips that perform as well as NVIDIA's.

double-beans

So you bought AMD?

ethereal3xp

Up to you. I posted the details explaining why NVIDIA's uncertainty could be AMD's gain. It has nothing to do with bias.

wsbt4rd

The CEO of AMD his greatest competitor is Lisa Su. She is his cousin. Wdyt?

Spac55

AMD gave 10% stake to OpenAI When OpenAI collapse, AMD go with it

Chazzyboi69

whenever I read someones take on the situation i stop reading the moment they mention AMD. It become very clear I am merely reading bag bias.

jayemsa

$AMD is both a dispenser and destroyer

breadie3

If nothing has changed why is AMD up 40% in a week. That's retard bubble movement

chicu111

New board member of AMD

qsub

Lisa to NVDA, Jensen to AMD.

dietcokewLime

Lisa Su + AMD merger plz

Brave_Childhood_6177

It’s okay you can buy AMD cards now and hang up the 1:1 replica leather jacket

falsemathwiz

I'd imagine it be AMD standing to gain more than Intel

EliteSalesman

Calls on AMD Bet you he joins them 

Key_Horse_8632

A weak CEO can destroy a company's culture. I saw it firsthand at a shop I worked at. Over time, the incompetence, corruption and reckless spending led to the company's downfall. Intel is a larger example. Its decline traces back to leadership, since the CEO and board own the strategy, the spending and the execution. AMD was also once in reverse. It was struggling until Lisa Su took over, and strong leadership turned it around.

GrossFleshSack

Cerebras has huge potential here, with AMDs strength the rest of SOX and DRAM are probably also about to come back up. Either that or AMD has some huge volatility here back down to $500. Who knows.

SnooSnoo_1988

If TSMC controls production and distribution of the best chips, do they ultimately decide which company does the best? NVDA/INTC/AMD.

gevs007

AMD?

Spac55

NVDA, AMD, AVGO, all 3 CEO are China Origin

ethereal3xp

It still could If govt tightens their export control. Even normal customers may see a delay for orders. AMD stands to benefit the most from this fiasco.

BlueSonjo

It's a risk. Could be nothing, could be everything, nobody knows but the uncertainty has a price. Nvidia is not a real estate investment trust or something steady and rent-seeking, where a competent CEO is indistinguishable from each other. Nvidia is a frontier tech company. Plenty of companies like that have replaced a CEO with an MBA type bean counter, then the numbers look amazing for the next 4 or 5 years as the MBA type prices everything to perfection and cuts costs everywhere. But then 10 years later, the competitors have better tech because the visionary CEOs risked in the right groundbreaking developments and saw the real potential of certain costs and people. Jensen has been running the ship for a long time and Nvidia won a lot of races against AMD and Intel, which are all obvious for the hindsight armchair investors but that nobody could have predicted back then. The numbers will keep looking great for a while, but all the visonary level background bets that we are unable to fully comprehend will now be under someone else's judgement.

redracer67

Of course not. But AMD, etc have been increasing their R&D and production in parallel as well. Jensen set the direction, vision. He made the risky all in bet on CUDA. And it worked. Without Jensen, who will be the guy? Jensen was involved in everything at Nvidia. People seem to think he was one of the hands off ceos...he's not. Also, development is faster than ever before. Look at signapore and their brain chip. Bleeding edge is coming, and it's coming fast. I do think Nvidia will be fine. They have a stranglehold on the market. But, this is a huge loss for their company. Fwiw, I do agree he should he ousted. But, I find it ironic how a guy that had at least two affairs is getting the hammer...but everyone else who did far worse (epstein) is, so far, getting away scott free.

milkywaygalaxy71

Well market clearly thinks AMD has already taken over

JakeTheAndroid

I understand all of this just fine lol, I've worked at actual hardward-focused companies bro. CUDA is not the forcing function behind their success. It turned generalized GPUs into parallel GPUs so they could used for parallel processing for super computers specifically. I remember when it was released. This had a knock on effect that now that they are running LLMs on general-purpose GPUs they have a programmatic layer to directly support development on their GPUs. AMD as ROCm. OpenCL has their own version. It was a good bet, I have said as much. It is a useful part of their business. But it is not THE value-add. CUDA could have been released last year and Nvidia chips would still be in use. What makes CUDA useful is purely it's closeness in development with Nvidia chips, and the fact that Nvidia builds quality GPUs. There is a benefit from how long CUDA has been around, but that is far less important than the actual integration into the GPU itself. The reality is, Nvidia GPUs are just high quality. They could have easily come along and made this parallel processing much later in the game and seen the same success, because there wasn't any other GPU manufacturer creating GPUs with that many cores, specifically tensor cores for matrix math. Tensor cores are NOT a byproduct of CUDA. Tensor cores are far more important for LLMs than CUDA is directly, because those are a hardware limitation that cannot be retroactively applied, while CUDA could have come along much later and enabled parallel processing between GPUs. I get it, you're running on the newest fads. I've been in tech watching this stuff develop since the 2010s, and a hobbyist before that. Don't come at me like I don't know how GPUs work when you're trying to say that Nvidia didn't get lucky as if you have any understanding of the evolution of the industry over the last 20+ fucking years lol.

Boys4Ever

Time will tell because AMD and others nipping at their success and we don’t know where this goes as far as how deep the spy was involved and if chips were illegally sold and Jensen knew. Seen Arthur Anderson fall which at the time was the giant.

pm_me_tits

What am I missing? AMD has been green literally all day

Think_Positively

In the short term, you're right that this doesn't really matter in terms of sales generated and market share. Until the AI bubble pops, it's almost impossible for their business model to go away. Intel used to have an Nvidia level of advantage though, and we know how that ended up. All it'll take to start a similar process for Nvidia is for the new CEO to make some stupid moves while Intel or AMD invests in GPUs on their end.