AMD
Advanced Micro Devices Inc
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So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
Pretty dumb that he lists Denny’s to act all humble, but completely missed out that he worked at AMD as his first semi job.
That hundred billion going round and round between Nvidia, AMD, Intel and OpenAI propping up the whole world economy right now
Serious question to all you smart people - how to hold a growing stock without risking too much capital? As it grows from $10, $20.. $40.. then $100, $150 and beyond.. your initial capital starts to grow unnervingly large. Temptation to cash out is strong and downside risk is like a hanging sword on the head. There have been too many "inverted V" runs: Oklo, solar panel companies and many more - where, if you didn't cash out, you lost big time! Conversely, there are also decade long runners - obvious one Nvidia, AMD and similar names. Is there a smart options strategy that one can use to take some profit off the table, and still keep riding the upside? Buying protective puts is too expensive.
That 100b that keeps going round and round between Nvidia, OpenAI, AMD and Intel is propping up the entirety of the global economy
How 'bout we think longer Even *if* the AI boom continues, companies like AMD or Qualcomm soon will start producing their own, much cheaper chips. This will either cause nvidia to loose market share, or heavily cut into their margins and the market will eventually realise that they are not the only shovel salesman in town. Nvidia's stock then does what Intel's did, where it's value is basically stagnant over 10 years after falling from the ATH.
in-house TPU plus AMD hardware... I still like OpenAI's odds better. Google is still playing defense, protecting its products like Google Search. At least they are adopting AI earlier than Apple.
Made Gemini do some number crunching to figure what amount of the total AH SPY pop could be attributed to NVDA and top AI companies (META, GOOGL, AMZN, MSFT, ORCL, and AMD). Apparently, *78%* of the 1.32% futes pump are just these companies, with 39% of it just being NVDA by itself. AI is the whole damn US stock market at this point.
BTW I agree that 5T is kinda scary but I see no other alternatives or better solution than NVIDIA’s GPUs in sight. They have the best tech and the ecosystem. Others, like AMD, is not coming close. When in doubt, I would just buy all MAG7, split equally. Right now, Meta could be the most “value” oriented. Long term and if I have to pick one, I would go with Google.
#NVIDIA SURGE SET TO FUEL YEAR-END TECH RALLY Wedbush Securities says Nvidia’s strong earnings and upbeat guidance should reignite the tech rally into year-end. Analyst Dan Ives calls it a “monster quarter,” with earnings and revenue—especially data-center sales—topping expectations. Most notably, Nvidia’s $65 billion sales outlook beat forecasts and is seen as a major catalyst for both the stock and the broader AI boom. Wedbush adds that concerns about an AI bubble are “way overstated,” and expects a strong day across semiconductor names like AMD, TSMC, and ASML.
Yeah, and if AMD & NVDA hadn't both dropped a bunch since ATH a few weeks ago this probably would've been the most likely fork.
Mango about to open china to NVDA and AMD, this islike the day the asteroid hit dinosaurs except for bears
So not exiting AMD while it was dropping turned out to be the move so far. Fingers crossed this holds and continues.
The last 24 hours have been - PLACE BETS ON NVDA AND AMD - BRIEF ANXIETY ATTACK - YELL AT BEARS TELLING THEM WHY THEY ARE WRONG - WATCH PREDICTABLE V BOUNCES - OBVIOUS V FORMATION, BUY TQQQ, SELL IT - AMD AND NVDA PRINT - YELL AT BEARS TELLING THEM THEY ARE ALSO WRONG TOMORROW
NVDA, AMD, INTC, etc. is slushing money around to boost numbers. If I give you $100 and you give this money to someone else and they return the money as an investment... please explain how this is revenue???
NVDA reported earnings and is up 5% AMD reported jack shit and is also up 5%
Nvidia CEO Jensen Huang and AMD CEO Lisa Su are first cousins once removed. What a family. Geez...
The miners are some of its peers - Amazon, Meta, Microsoft, AMD, Google. And like Nvidia, they’re consistently beating earning expectations too.
Who’s going to catch up to break the dominance? AMD has shown no appetite to compete at the top level. It definitely doesn’t look like a priority for Intel. It would have to be due to a breakup due to anti-competitive practices, Google’s TPUs becoming dominant, or some other breakthrough technology being released none of which seem very likely at the moment.
WallStBets was all over NVDA and AMD like 8+ years ago
I just figured TSM is safer because even if AI bursts everyone still needs their chips made by TSM for anything and everything. If AI bursts NVDA is going back to making video cards for PC enthusiasts and that's about it. Since AMD is the go to for a lot of console manufacturers.
The real shovels play is ASML. But TSM and NVDA, shit even AMD, are all pretty solid companies to own and at the forefront of the AI boom/bubble/revolution
Can't post links to the site here so I'll just copy and paste the data.. Q3 Revenue Growth, YoY % Change... * Palantir $PLTR: +63% * Nvidia $NVDA: +62% * AMD $AMD: +36% * Meta $META: +26% * Microsoft $MSFT: +18% * Netflix $NFLX: +17% * Google $GOOGL: +16% * Amazon $AMZN: +13% * Tesla $TSLA: +12% * Apple $AAPL: +8% * S&P 500 $SPY: +6%
Biggest bear case is just that the big LLM based AI startups fail to reach anywhere the revenue milestones they've projected and funding to them gets cut off at some point and with it hundreds of billions to trillions in projected AI infrastructure spending does too. There's also less binary outcomes where say public LLM models end up remaining competitive over time and maybe OpenAI and Anthropic never justify the hype around them but large established cloud providers like Microsoft, Amazon and Google continue to buy GPUs and roll out cloud services anyways at a somewhat reduced rate. Alternatively you just have competitive pressures eventually eroding Nvidia's substantial gross margins (forecasting north of 74% for Q4) in the longer term because that's what competitive markets do. In an extreme scenario you have something like Intel that had a massive lead on AMD back in 2017 and just spent the last 8 years squandering it to the point of non-competiveness and sizable market share losses. All that said Nvidia clearly has a lot going for it still. It's growing, it's highly profitable and producing tons in cash flows without a whole ton of capital requirements or inventory it needs to carry. It's forward valuation also isn't that crazy compared to a lot of other plays. At a forward P/E of around 26 prior to earnings one could make the argument it was even fairly cheap given its earnings and revenue growth. I mean I'm skeptical about OpenAI being able to justify $1.5T in spending over the next few years but I still bought NVidia shares going into earnings here and some calls because it was objectively cheap and it's clear the investment spigot hasn't been shut off yet too. Q3 earnings were already in the bag and deals have still been happening since. It's easy to come up with potential scenarios that might happen down the line but I don't think there was really any sane case to short it going into earnings this time around.
AMD is good but NVDA is better and cheaper though.
I’m full AMD in my pc at this point and its an absolute monster. The 3d cpu is a game changer.
Nostradumbass here is telling you morning prices come one cum all Googl 310 Amazon 240 Appl 274 Nvidia 198-199 AMD 239 Hood 125 Msft 508 Meta 620 Nflx 113 Lly 1,080 Bears assholes gaped thank you that’s all
AMD isn't destroying money... False advertising.
This right here. AMD offers value if you are not going to run an LLM locally
This. It's a smidge higher of an earnings beat than I expected, but this is all in line with estimates I heard throughout the day. NVidia went so late in the cycle you could guestimate a lot of this information from other earnings calls. But what a bunch of people are ignoring is that the AI Bubble turbulence sobered a lot of people up to the mounting economic issues out there. This doesn't change for me the fact we even got into this spot in the first place where everyone looked to one earnings call to stop a full-on major retraction This doesn't change the fact everyone is seemingly ready to panic again if we don't get a rate cut. This doesn't change another looming shutdown in January. And meanwhile it'll be another 2 and half months before AMD and NVidia get to remind everyone again they're swimming in bins of money built on CPUs nobody can plug in. I ain't touching my 401 allocations, but I'm still not sold on anything but short-term plays in the near future. I don't get why so many want to be full bull or bear at all times other than people only got into investing in the last few years when you could practically throw darts at stock and make buckets.
In terms of the actual hardware in the business space, AMD are doing fantastic. Look at the TOP500 and GREEN500. Consumer space, software, complete tech stack on the GPU side, not so much. I really wouldn't discount them. They have extremely competent hardware engineering. Easily rivaling Nvidia. Trouncing Intel. Their Achilles heel is CUDA. Generally being too late to properly tag along. When they didn't have an immediate answer to Nvidia's GPGPU push, they simply fell too far behind. Playing catch-up when so many people and environments are entrenched in CUDA is a tall order.
Only AMD is the meaningful competitor in the scene. Intel is catching up, but still very far. This is a market with huge barrier of entry because of the knowledge and expertise requirement. If you’ve dealt with AI, TPU is not really the most user friendly tool to work with, google is the most consumer of their own tools and they aren’t planning to release it to the open market even something like for edge compute. They want to package it so that people buy through google. The challenge for AMD is simply CUDA. CUDA is still the widely use tool to interact with GPU, and the most widely used. Ask most engineers if they have to choose which GPU for serious ML related stuffs, they’d still recommend Nvidia GPU due to CUDA support. For inference then yes it is much less restrictive (i.e. you can use AMD, intel gpu) but still less stable and flaky.
AMD gonna be the big winner from NVDA backlog. The alpha lion can only eat so much water buffalo before the hyenas get to feast.
Sure, but there's a lot of incentive now to take away Nvidia's near-monopoly because there's a lot of $$$ involved. Google for the most part isn't using GPUs, they're using their own TPUs. Other players like AMD are starting to get some traction as well. This is why I like MU - no matter who's inference architecture does well, they're going to need fast VRAM and MU makes that.
Jensen even made AMD green from -4%
Second fun fact - The newest gen Google TPUs are ~90% the performance of blackwell, so they are slowly catching up, maybe a generation behind, similar to AMD. But my bigger point what you said, You can own the hardware and you are paying up-front for the hardware costs. Thus, nvidia is obviously going to have an unmatched number in their order books, unless google starts doing mark to market. So yeah, nvidia is ahead, but the comparison on booking revenuing vs google is probably the worst one you can make. The only _big_ difference between them is the lifecycle of these chips. All those GPU being bought are going to be cycled out fairly quickly as there is a power delivery ceiling in the datacenters, there's gunna be a lot of cards in the next couple years that are going to be basically thrown out because there is no place to put them to keep em running, because it'll be taking the space a higher performing card could have instead. At least renting from google insulates you from that. You can pretty much always have the latest hardware, and google can easily cycle them back into their own internal use.
😂 Jensen lowkey slighted AMD so many times during the call
😂 Jensen lowkey slighted AMD so many times during the call
I was working at Merrill in 2014 and distinctly remember hating Nvda because I bought AMD and they were getting spanked comparatively.
Circular investing is somewhat okay, since I'm using the money to predominantly invest in AMD, Meta and Google for now. I don't necessarily need Nvidia to crash, only for them to grow slower than the others (after accounting for borrow rates). In fact, I'll make more money if Nvidia stays stable (and other stocks go up more) than if the bubble collapses and they all fall down.
So AMD is pumping because it’s to hard for nvidia to go up higher huh
Never say never. AMD, for a very long time, was inferior to Intel. Now Intel is basically a joke and AMD is twice as valuable as Intel.
I hope we hold some/most of this for the morning. I have AMD calls I’d like to off load.
it's crazy to think that NVIDIA's float is 14.4x AMD's float and can still move so forcefully in the market in the same sector
Today was a pretty good day. I own NVDA and was trading NASDAQ futures off and on. Wasn't holding the futures during earnings because I'm stupid not crazy. My AMD and AVGO shares did well also.
AMD is gonna have a field day rest of week
NVDA backlog will be huge for AMD. Stonk going to the moon.
AMD up more than NVDA. Fucking laughable.
I'm a genius for buying AMD calls for NVDA earnings
ALL OF THE 1% COMMENTOR BEARS ARE IN SHAMBLES. I BARELY WORKED FOR 2 DAYS AND WAS INSTEAD BUYING AMD AND NVDA ON MARGIN CALLING ALL OF YOU IDIOTS WHILE YOU MOCKED ME https://preview.redd.it/svo80wavaa2g1.jpeg?width=750&format=pjpg&auto=webp&s=02f39175dae1ad5bfee661235a08ecc5c6a4081c
Nvda market cap is up over $300bn today that almost an entire AMD 😭
I’m also invested in AMD (despite wanting to jump off plenty of times) and I like what they’re doing with their GPU’s, but they will never, ever be on the same level as Nvidia imo. Guess I’m okay with that given how many shares I hold…
NAH fuck them. NVDA Take your sister AMD to the moon!
No. Data centers, MU, AMD, AVGO, all up 2% or more.
AMD feeling left out, wants to join the dun
I mean these GPUs will need updating every few years and I don't see AMD or other companies grabbing too much market share. Although im also invested in those
theta total knockout. AMD earnings are way more fun now
AMD also crushed its earnings, funny how it went down LOL!
Surprised people are surprised that it shrek cocks and then dumps immediately after… this has only ever happened literally every Nvidia/AMD earnings
That´s what people said when I bought AMD and GOOGL during the spring and made them 50% of my portfolio. "Advanced money destroyer" and "search is dead". Look at the numbers instead of the chart and ignore the bad sentiment.
Bought a shitload of AMD before close
Wierd no one else could compete for parallel compute during crypto boom either. No miners worth thier salt bought AMD.
WH opening AI chip sales to China would be massive for AMD.
What would happen if the AMD lady and the NVDA leather jacket guy had a baby?
lisa and jensen will appear on stage kissing each other and NVDA-AMD will unite in a new kingdom that will everything and everyone!
wtf was that AMD candle
245c for AMD and 165p for NVDA. Ones a sentiment play and the other is a bear play. Both pretty otm but who knows
AMD. Puts. Because Advanced Money Destroyer is back and wrecking my shit so far.
AMD, why can't you be like your brother? Lol
If NVDA fk this up, then it is over for AMD boyz. 😂😂
https://preview.redd.it/lxckxp4az92g1.png?width=278&format=png&auto=webp&s=455236b40af91368334bd0d46ace7a8970f44bea W-h-aaaaT?! I can't hear your smashing noises over all the noise my imaginary numbers are making. Also... a big bag of AMD, MSFT, and some others....
Thanks god. My 1 year hold AMD end at dec 12th and I can sell before this release 😂
yeah, if Google started selling them it could be a short term win But their general software and hardware support is probably worse than AMD so its best if they keep their hardware internal
Bruh I'm super tempted to grab 11/28 AMD calls to piggyback off any news from NVDA earnings, but it's a high gamble
If every number and word spoken by management does not enstill complete confident in full steam ahead, this report will be taken negatively. We know that the numbers will be strong and surpass estimates, so every word that Jensen says is going to be carrying a $315 billion price tag. Also, has AMD closed the gap just a touch since the start of the year? I think so. Is that priced in? Maybe. Does that eat at NVDA's revenues just enough to make an impact? Probably not, but maybe. yeah idk
If NVDA fk this up, AMD will be under $200 tmr 🤡
No matter the result, AMD gave up alredy...
does NVDA missing expectation could lead to price increase in amd since its a competitor ?? or it's going to sink AMD down as well?
AMD silently destroying again . . .
OH MAN..my MU and AMD calls will be cooked now.
NVDA pumping and AMD dumping. What does this mean?
#AMD just went bankrupt LMAO🤌
SOFI, AMD, META, AMZN, PYPL, HOOD, BMNR, AXON, HIMS, NU BMNR is killing me.
These AMD $300Cs will make great Secret Santa gifts, just gotta wipe off the blood
AMD not even recovering when VIX is dropping like other tickers, it's ogre
I apologize for the length! You’re assuming “nobody is earning money” in AI because you’re fixated on early-stage players like OpenAI and CoreWeave, but you’re ignoring where the actual profits are accruing: the infrastructure layer. NVIDIA’s data center revenue is up over 400% year-over-year and generated over $30 billion in net income in the last four quarters, more profit than Intel, AMD, and IBM combined. AWS, Azure, and Google Cloud are reporting double digit growth in AI-driven cloud workloads, with AWS alone adding roughly $15 billion in annualized revenue from AI services last year. Meta’s AI capex is already showing up in the P&L through Reels optimization and ad-targeting efficiency, driving \~25% year-over-year revenue growth, its strongest in a decade. These are not hypothetical earnings; they’re realized profits from AI deployment. On CoreWeave specifically, the earnings you cited don’t prove a bubble, they prove the opposite. Revenue doubled YoY from \~$584M to \~$1.36B, and adjusted EBITDA hit \~$838M with a 61% margin. The headline net loss is driven by interest expense and massive capex for data centers, GPUs, and power contracts, exactly what hyper-growth infrastructure looks like in its buildout phase (same story we saw with AWS, TSMC, and every major hyper scaler early on). The $55.6B backlog is not “made-up revenue”; it’s locked-in multi-year contracts with Meta, OpenAI, hyperscalers, and enterprises, i.e., committed future cash flows. Their \~$1B+ quarterly revenue reflects how fast they can deliver capacity, not how much demand exists, if they had more GPUs and power, the backlog would convert faster. Backlog far exceeding current revenue is normal in constrained industries like semiconductors and aerospace. The broader claim that “nobody is paying for AI” is simply false. Fortune 500 AI budgets are up something like 60–120% YoY, with individual companies spending from tens of millions to over a billion annually on copilots, inference APIs, fine-tuning, and data integration. These contracts are not $500–$1000 retail subs; they’re $50k–$20M enterprise deals. The money isn’t coming from retail speculation, it’s coming from businesses integrating AI into productivity, automation, CX, and analytics. Profit pools today sit at the compute, cloud, and enterprise layer, not necessarily the flashy consumer apps you’re focusing on. A bubble is when revenue is imaginary and demand collapses the moment capital tightens; here, revenue is real, demand is accelerating, and the bottleneck is supply (GPUs, power, data centers), not customers. That’s classic early cycle industrial scaling, not a bubble.
AMD sending me straight to the poorhouse
Bullish divergence on AMD. This PoS gonna rip tomorrow. RIP or RIP? Up to you to figure that out.