AMD

Coopalooper25

Yall reckon MU and AMD will drop again this week? Annoyed I sold early lol

Todayjunyer

Sandisk MU TSM AMD nvidia The whole pipeline. Hard to miss buying any link in the chain the next few years. The real question will be who is there in 10 - 20 years. Who will drop off quickest when it’s over. Who has more to offer besides one trick pony. The capex being laid out by Google and friends could probably develop their own chips tail to tape at some point. Is sandisk dropping 50% anytime soon? Hard to imagine. But Quantum compute innovations and the way they use memory could blow a hole in the pipeline at any random point from materials all the way through memory storage, at some point. Certain companies will shift and adapt and some will drop 70-80% and never recover.

vainjuggler

I’m buying puts that expire after earning. The expectations for AMD are too high

ShowerFriendly9059

Yes, MU. No, AMD

RareTailor6237

sorry not true, NVDA can never replace intel or AMD, its only a graphic chip maker that later became Ai. and so many are making ai chips now. game is over for NVDA.

wankelgnome

It's not too late. If you wanted to make any money off any stock in the last how many ever years, you were likely buying a stock at its ATH. That's what good stocks do, they frequently usurp their own ATH. April 28, 2026 is not the day everything starts going downhill, if you really thought so why don't you all just dump your entire portfolio? I do believe that AMD will pull back to sub 300 within the next couple months, so now is maybe not the best time to buy. But thinking longer term, I would not be surprised if it becomes a 2T company in the next 5-10 years. This is NOT peak AI.

InternetSlave

I've owned visa since 2/6/17, Im +240%. Meanwhile I've held AMD since 5/31/18 and I'm up 2222%. Visa is a snoozer.

Commercial_Ease8053

- If I invest in McDonalds am I not allowed to eat Taco Bell? - if I invest in Costco am I not allowed to shop at Target? - if I invest in Intel am I not allowed to have an AMD chip in my computer? - if I invest in Celsius am I not allowed to drink Coke? I can list a billion more examples. Your comment is retarded as fuck.

Imaginary_Ad_5019

Look at AMD, SNDK. Living proof that it’s possible

NoProfessional4650

MU trades at a forward PE of 5-10x depending on which consensus estimates you’re looking it. The forward PE multiple for semis is like 20x. I think MU has a lot of room to run. Rerating from a cyclical commodity memory provider to much more high value add. AMD is priced at a premium but the narrative is that CPU + GPU demand + desire to diversify away from NVDA will eventually create an outsized opportunity.

MakeOSUGreatAgain63

The goyim buy NVDA while the MM’s build AMD 👁️

MakeOSUGreatAgain63

Intel is piece of shit AMD won’t beat NVDA but you’ll make more money hold it now

MakeOSUGreatAgain63

AMD > NVDA NVDA’s days are numbered. I sold out the entire 1000+ share position 🥱

MakeOSUGreatAgain63

AMD $500 soon 🙏🚀

AlligatorRaper

I have the same story with NVDA and AMD. It pains me to think about.

papablessed420

You had 2 shares you'll be fine, i sold 4000 shares of AMD last year for like a 20k gain and missed out on 100's of thousands of dollars. My dad sold a LARGE position of AMZN at $0.50 during 2002 and missed out on a 50,000% gain trade that could of made him hundreds of millions. Never look back or you'll always be living in the past.

Ok-Art6659

AMD about to moon overnight

spellbadgrammargood

It still amazes me stocks that implement Ai (like MSFT, SaS companies) aren't seeing the profits but shovel stocks (NVDA, AMD, MU, etc.) continue to pump. It's such a disconnect. It's like buying shovels but not finding gold.

NeedleArm

only look when they are rally. don't look when they are bargain prices. I like the mentality. AMD and MU was always a play.

IHadTacosYesterday

I trimmed 15% of AMD last Wednesday at $293 on it's way to a high of $304. Then it just kept going up and up, all the way to $350 something. I recently retired and I'm way overweight AMD and needed to sell some, but didn't know that it was about to go on a historic tear. I thought getting $293 per share was pretty good... I sold another 10% of my leftover shares at $342, so that was a little bit better.

BullionBarter

I've hated Intel since they tried to convince the world that consumers would never need 64bit chips; 64bits was for the "big iron" then watched AMD Athlon64 basically make their Itanium II chip obsolete before it was even released. Intel continued to defraud and leverage antitrust practices to try and put AMD out of business. Dispicable corporate BS. :end of rant:

salacious_lion

Puts on AMD

No-Relationship8261

For those who missed, leaked list : AMD, Nvidia, Micron

No-Relationship8261

AMD

happy123z

Looks like it might have a few more weeks of squeeze. The man needs a X4! AMD calls? Fk it?

Mopar44o

I ended up trimming a bit. 25% of my position and rolling it into UNH.. Nothing fancy but I think its safer at this point and has room to get closer to its historic average. I'll assess trimming another 25% after AMD earnings.....

Mopar44o

I ended up trimming a bit. 25% of my position and rolling it into UNH.. Nothing fancy but I think its safer at this point and has room to get closer to its historic average. I'll assess trimming another 25% after AMD earnings.....

Mopar44o

I ended up trimming a bit. 25% of my position and rolling it into UNH.. Nothing fancy but I think its safer at this point and has room to get closer to its historic average. I'll assess trimming another 25% after AMD earnings.....

NoProfessional4650

AMD is priced for perfection but this is a long term hold for me. I don’t think the market wants to be enslaved to NVDA forever

Lost_in_Torontoh

You should have waited for AMD to hit 1 billion a share before posting a buy post for it

No-Relationship8261

Every dollar you put into HOOD is a dollar you don't put into AMD and Nvidia.  Lost oppurtunity is huge. 

ai-moderator

#TLDR --- **Ticker:** QQQ, AMD, MU **Direction:** Up **Prognosis:** Buy QQQ $700 and $800 Calls (Exp 3/19/2027), load up on TQQQ, AMD, and MU shares. **Catalyst:** Cheaper oil (UAE/Hormuz) + Fed rate cuts (Warsh) + Mag7 AI money trickling into semi capex. **Backup Plan:** Working the dumpster behind Wendy's.

BrilliantClarity

Hello! Had AMD, NBIS and ASML at almost the same price points! All sold before the pump of course

FarrisAT

The last month I’ve slowly accumulated a large amount of Visa and Mastercard en lieu of my AMD & ASML. Not sure if I’m trading two great companies for two good companies though all because of concentration fears. But I’m a sucker for duopolies trading at COVID lows in valuation.

TheChickening

Bought AMD at 6$ and sold at $11 :) Those were the times. Sadly only a bit after that I started to earn actual money and never really sold stocks anymore. My Nvidia is sitting at 1600%. Best runner so far.

Dongkey_kong

I sold AMD for hood. AMA

_hopkins

Did anyone buy AMD at 350+ here?

AgitatedJump8459

I lost out on so much money paper handing positions, it is actually insane. Had AMD at 166, ASML at 650, NBIS at 70, BESI at 80, only to sell when red came along. I want to fucking punch myself in my guts

No-Relationship8261

Imagine buying HOOD when AMD exist, I can't lol

CEOofBeanz

If you bought puts on AMD you’re going to be taking the bus to work

CEOofBeanz

AMD = Advanced After Market Money Defibrillator

Vexal

they’ve always been a well-known and hyped-important company for anyone who can name the components of a computer, although back then were simple times when they were only in a tug-of-war with AMD (ATI) and not 50% of the entire world’s economy.  also Crysis came out at the end of 2007. 

Cute_Win_4651

If I remember it was a crazy run up then a little sideways taking profits then a big accounting firm dropped them basically indicating something is wrong with the numbers fast forward to today where they were still sending chips to china when they weren’t that’s like really bad for PR and they will never recover to those levels again I’d put my money elsewhere lihe a AMD, NVDA, ASML or a fund like SMH, FSELX that’s just my opinion tho not financial advice

No-Relationship8261

Hold AMD

bearhunter429

#AMD stands for AMerican Devices LMAO🤌

hakim37

My bad I couldn't click through your link on my phone so I assumed the report. TBF to granite rapids does still beat Graviton on both scores. I'm not trying to push Intel's current gen CPUs as anything more than mediocre. The failure of 10nm wrecked them and caused their product divisions to fall years behind as they ported designs over to 14nm. But I think they can continue to find their feet, from an IPC perspective I don't see any reason why they should lag AMD and currently on the consumer side they are ahead (minus the 3D cache). If AMD can handily beat Graviton then so can Intel as long as they can maintain approximate node parity.

No-Relationship8261

Huge FOMO coming in tomorrow on tech earnings, no way AMD is red two days in a row

Mean-Evidence-4056

now if Lisa could gift the president a Gold CPU we can guarantee AMD can continue to run

benny-trill

You need to be more forward looking, AMD was the clear move in 2024 if you researched the company and followed their earning thru 2025 and MU was the move if you caught memory shortage reports back in early 2025.

motopixels

Just trimmed 10% of my AMD and I know I'll regret it...

JustBrowsinAndVibin

How did it happen a year ago if nvda didn’t move for 6 months? Nvda’s earnings grew into its valuation and now you can get it at a near historical low of 25 Forward PE. Micron has a forward PE of 8. AMD is expensive though.

JustBrowsinAndVibin

AMD is expensive but MU and NVDA still have decent valuations where you shouldn’t feel like you’re overpaying.

gopoohgo

Easy come easy guh Down like $70K since Friday from APLD and AMD

GuyFieriFrostedTips

AMD and Micron. Played NVIDIA earnings for a while a while ago and did well as it was just predictably bouncing up and down. Had them long for a while too but sold at like 320 and the NEXT DAY it went over 400. Made me too bitter to jump back in haha.

WantonCateran

SOXS already starting to print.  DAMD next.  Make sure you panic sell your AMD on the way down, thanks.

hakim37

No you just haven't dug deeper into the story. AWS Graviton is cheaper at the server level but at the task level it's almost always more expensive they did a derailed report here: https://www.phoronix.com/review/aws-m8a-m8g-m8i-benchmarks Note Intel comes across pretty badly in this report but they compare an 8 core 16 thread CPU Vs 16 core 16 threads for both AMD and Graviton. Had it been an apple to apples im sure intel would have been ahead of Graviton (but still behind AMD because Turin is obviously about 15% better than Granite rapids). The point isn't about Intel Vs AMD anyways it's that x86 server offerings are still better for most tasks.

TheSauce69

AMD is at levels not seen since last Thursday 😱

hakim37

Arm is not actually more efficient on a fundamental level Intel and AMD were just shit at keeping up with consumer level IPC. Look at AWS server comparisons and you'll see x86 beats Arm handily in both performance and price. Hyperscalers moved to self designed Arm because they didn't want to pay the x86 tax and their CPUs were good enough for general web servers. But real agent workloads want rag databases and HPC which favours x86. Anyways look at all the deals intel are making Google just signed a multi year Xeon deal. If what you're saying were true how come we're not hearing about all these hyperscalers increasing their own CPU manufacturing?

RhymeLab

Same boat. I also said that about AMD just after it started to spike. I thought it was already too high.

WhoLickedMyDumpling

Literally two days ago you were gloating on AMD making you rich, and now AI is over? Turncoat af, wheres ur puts

Charming_Squirrel_13

not financial advice, but I rely on IVV, QQQM and IXUS to provide the ballast for my portfolio. but my largest individual holdings are AMD, NVDA, PANW and CRWD. I work with data scientists and they clued me in pretty early about what was going on. going forward, I'm interested in seeing how biotechnology, nanotechnology and robotics play out, especially with any potential AI tailwinds, so I'm keep an eye on those.

TAKINAS_INNOVATION

Oracle will be fine, they’re the backbones of so much shit. If old Intel gets bailed out, they’ll do the same for oracle lowkey. Also as long as Larry is there, I’m not worried. I’m biased because I own oracle. Oracle does use other chips. They just made an announcement last year about using 50k of AMD chips.

CEOofBeanz

AMD will be undervalued after earnings and guidance

nvidiaftw12

Ironically, around the same time frame, I did the same for the same reason in my 8th grade math class where we played the stock market game once a week. The girls in the class invested in apple, and my nvidia and AMD went down. My team lost trust in me. Way to hold!

Kagemand

Not better, just equal. And that is AMD MI450 this fall. While AMD is still 1/10 market cap of NVIDIA.

iShitBloodandCumShit

AMD puts are free money I swear to god no way this stock dumps down to 250 in 51 days. Some whale didn’t exercise a literal boat load of calls and sold the top and left their short 250c open because they plan on driving the price down to below 250 🤣🤣

AdOk3638

If AMD pump back to green, u/veryveryuniquename5 will automatically be summoned. It’s a fact. LMAO🤌

taffy_laffy

NVDA and AMD need to announce a pivot into shoes.

Staniscool97

Do you have opinions? I wanna make this portfolio before tomorrow's Powell speech, what do you think? Is this gonna be a big failure? |NVDIA|25%| |:-|:-| |**SMCI**|15%| |**META**|15%| |**MSFT**|15%| |**AMZN**|10%| |**GOOGL**|10%| |**AMD**|10%|

vermilli21

Would love to see TSLA 362, AMD 311, and INTC 79 today....but thats wishful thinking

iLoveMBB_

i want to be that one dude that turned $350 to 52k but playing playing AMD PUTS

Amsnyc007

AMD puts printing. Bought on Friday eod.

Evilbred

Nvidia has displaced Intel and AMD (to a lesser extend) in commercial compute. They're the primary vendor for general purpose compute right now. That said, they are very vulnerable to disruption if a better technology for compute showed up on scene.

Top_Category_2526

I sold AMD at 78 to buyback at $340

shindiggaa

AMD is a scam company 

oldprecision

AMD will close green, believe it.

ConcentrateSea5895

Anyone gone all in AMD today?

ArticleTerrible7621

Shorted AMD on that retractment, need this revenge trade

vermilli21

I have AMD puts which are still up 40% so its whatever

Ok-Art6659

AMD rocket ready to moon

Suavecore_

I almost greedily held my AMD puts at open but made a good choice for once

le_pedal

Rumors of AMD's demise were exaggerated

KittyLover-7

AMD said fuck those puts

CerebrumMortuus

AMD 350 EoD just because

TheSauce69

Why is AMD down 5% when it could be up 25%?

No-Relationship8261

I told you regards, AMD is already recovering

Clackamas_river

Etrade changed the margin requirements on MU and AMD to 50% and then the stocks is set to open down biggly .... Fuck you Wall street journal and whoever the wage earner cock sucked that calls me at 5:30 for $7300 margin call. Now back to shit posting - carry on.

ArticleTerrible7621

come on down AMD, let me get a nice entry after earnings

Sea_Local2557

i'm short AMD with Sept DTE bear call spread

stonksf

AMD calls at open. V type shit

Totallycomputername

AMD was going to pull bank anyways, that stock loves to bob and weave. 

davidbigham

o7 to whoever bought AMD at 352. Down 15% in just 2 days

Beazt11123

Wen 2 buy AMD?

Imaginary_Law7076

Whats is happening with AMD ?

No-Relationship8261

Stop selling AMD you regards for ##### sake

ebitdasga

So AMD pumped just to fall off a cliff? What did I miss?

TheBreadMan10

This AMD slide is tickling me in aaaaall the right places , my 310 puts are ooooozin

coffeeman1010

Damn I was in weekly $330 AMD calls. Should I sell at open or let them ride today?

KittyLover-7

AMD lol

vermilli21

Who the hell buys AMD calls when it was up 27% in a week?