AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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Reddit Posts
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
Has anyone heard of Ajinomoto (AJINY)? Japanese company that makes the film for packaging of high end GPUs, CPUs, and high performance chips. Nvidia, intel and AMD all use it. They have a near monopoly of the market, and then also sell MSG as their original business lmao.
This is emotional betting vs professional. Invest in good stocks - AMAT, ASML, NVDA, AMD, GOOG etc I'm sire there are many good stocks out there
Amazon’s chip datacenters are making $10b/year with a >100% growth rate YoY AMD’s datacenters are making $17B and growing at 40% YoY I don’t think people realize how much of a steal Amazon is at these prices. Reminds me of Google back when it was $150 (and yes I bought a shit ton back then)
Hope Nvidia AMD and AVGO sue the clown just like Costco did. Another casino bankrupted.
at least one of you out there has GOOG puts and AMD calls with 30 minutes to auto-liquidation. Show yourself! Be proud!
The same shit happened last year with AMD when it went down to 80 or whatever. Everyone knew how stupid it was but they just kept dumping it. Then suddenly it was the best stock ever. One day they'll decide MSFT is one of the best stocks ever again.
Hood your never going back are you, FUCKING DOG SHIT AMD TOO
Sold my GOOG and AMZN calls too early, and now bagholding AMD and ZS, fuck this shit
It’s joever for me, I bought AMD calls expiring in 29 days at $198 and now it’s at $199 😭
Oh my god, AMD is gonna get me triggered
Fuck goog bro, AMD should’ve been up 2% by now
Err so why is AMD red when it was $260 last week with a triple beat? Was it all a lie
why is AMD not responding to this? TARIFFS LIFTED MOVE IT!
I had to choose between AMD & AMZN calls on Tuesday when both were at $198, guess which one I chose?
>Big tech alone is going to spend $700b in 2026 for data centers. Most of that money came from private credit because banks aren't willing to lend them. Where do all those money go? Nvidia, AMD, Infrastructure, etc. How are Nvidia & AMD spending those money? Funding OpenAI, Oracle, CoreWeave, Anthropic, etc. Is any of the above AI companies making profit off AI? No. How are they going to pay back the private credit? No freaking idea. Just sell the AGI dream. Even if only half of them are circle jerking, the other half are jerking on borrowed juice.
Looks like AMD thinks this is a race to the bottom.
SPY was the real AMD all along
Well good thing Altman can take that 30b to AMD and make it a 100b
This is the default comment on Reddit but doesn't make an ounce of analysis. The "circle jerk" money is relatively small compared to the actual money in infrastructure buildout. Big tech is going to spend $700b in 2026 for data centers. These deals pale in comparison. The buildout is paid by real customer demand. In case people wonder why companies are making this deal, it's for: * Some big tech like Amazon and Microsoft aren't able to compete in frontier model training. So Amazon invested in Anthropic. Microsoft backs OpenAI mostly. They want access to frontier models. * OpenAI and Anthropic need compute. They're constrained by compute and can't serve all their demand. The need to make deals with companies who have chips, energy. * Nvidia makes these deals because they don't want OpenAI to use non-Nvidia chips too much * AMD made a deal with OpenAI because they want OpenAI to use AMD AI chips so AMD can eventually become a viable alternative to Nvidia
AMD $500+ eoy. Seems like they started their own circle jerk 🍻
Did you even bother to read the article you linked? It says they estimate a 1 GW Nvidia data center is 35B to build out and a 1 GW AMD data center is 20B. Some of the biggest data centers on earth right now are 1 GW. So they’d be able to build substantially more than 1 even subtracting out burn rate.
This is a common thought experiment, and your logic makes sense. In a bleak scenario, companies like Palantir, Lockheed, and Northrop would likely hold up better since their main customer is the government. Nvidia, TSMC, and AMD also make sense because they provide the core infrastructure. Microsoft and Salesforce would probably remain stable due to their role in business productivity. What concerns me most is disposable income. If people lose their jobs, consumer spending drops, and companies like Meta, Alphabet, Amazon, and Apple are more exposed since their revenue depends heavily on people having money to spend.
AMD may be a POS but now might be a good time for a position
100% agree. The big 3 are working hard to increase supply but they won’t be able to bring new factories online until 2027, and even then it’ll be a subset of the factories that they’re trying to build to meet the demand. But I agree that we need a solid thesis for why demand will continue to outpace supply. Here are my big 4: 1) The AI infrastructure buildout we’ve seen so far has actually been for AI training. Training is compute heavy but not really memory intensive. The next stage of this AI revolution will be focused on inference. Inference, unlike training, is very memory intensive. The models are huge, and the context size that they’re dealing with are getting bigger and bigger. The only way to provide a fast inference service is by putting all of that in memory as the model runs through its calculations. If you look at what Groq and Cerebras are doing for fast inference, they’re basically building solutions to bring memory directly onto the chip. That’s how important this is. But they’re doing it with SRAM and there are a lot of physical limitations around it. HBM, although a bit slower because it’s off chip, can scale up to the required memory requirements. If you look at what Nvidia and AMD are doing with their latest GPUs that are a bit more focused on inference, you’ll see that the memory those chips are set up for have gone up significantly. AI inference at scale is new, so this is new demand on top of the previous computer/smartphone/SaaS server memory demand. This inference scale up is just getting started and it’s already eating up like 60% of total memory. 2) Waymo and self driving cars are just starting to scale up as well, so another market that carries a lot of memory demand. 3) In a few years, we’ll start to see more AI centric edge devices. Meta’s smart glasses have already started to make some progress but it’s really early on. By the end of the decade, we’ll likely have AI focused devices, like smartphones and laptops, that will run inference locally, all creating more demand for memory than previous workflows. 4) Robots. I don’t think they’re anywhere near ready for scale today, but they probably will be in the 2030s. Once again, they’ll need to run inference locally which will require memory. All of this is new demand on top of the previous cyclical memory cycles. The models will continue to get bigger. Some new device will eventually be useful and become a huge hit. Robots will eventually scale up in manufacturing lines. There is no AI dimension that has me more bullish than memory right now.
Fuck you ADBE, MSFT, TSLA, FIG, NVDA, AMD, META, ORCL, AMZN, NFLX, and fuck you hedges too
Good thing AMD will have endless money for the foreseeable future
AMD to backstop $300 million Crusoe loan This like your unemployed drug and alcohol addicted degenerate nephew asks you to co-sign on his car loan that he totaled and got arrested for DUI just few weeks ago... 🤣
SLV and AMD are married
It's not a new stage. They always report last after all the hyperscalars, $TSM, $AMD, etc. Market is not that stupid. It knows the numbers and who it's going to at this point. It's about taking the profit and running. Redistribute elsewhere because everyone is already balls deep long $NVDA.
AMD is prolly willing to loss lead in order to get more of their accelerators out to try to get the ecosystem going, if NVDA were doing this en masse Id be more worried
"Semiconductor giant AMD is preparing to backstop a $300M loan for data center company Crusoe to put AMD's artificial intelligence accelerators into an Ohio data center, The Information reported. Additionally, AMD has agreed to rent its own chips from Crusoe if the data center company is unable to find customers who want to use them, the people added." - that seems not awesome, very 1999 of them lol
AMD getting in on the circle jerk. Loan a startup $300m so they can buy AMD chips.
AMD TO BACKSTOP A $300 MILLION LOAN TO CRUSOE, WITH CRUSOE PLEDGING AMD CHIPS AS COLLATERAL FOR THE DEBT Sure why not
\> is that not like trying to time the market? I'm not sure what you are thinking here, but when you decide to change from say NVDA to VEQT, you are not timing the market; you are changing your investment strategy. The time/date when you change strategies is irrelevant as long as you are changing because you have a new/different idea. More obviously, say you wanted to sell NVDA and buy AMD. Presumably you would do this because you think AMD is the better investment, for either the short, medium or longterm. That is choosing what you want to invest in, not timing the market as a whole. Given what you said about no tax implications, then your investment decisionmaking should always be profoundly simple. Buy and sell whatever you want, whenever you want, for whatever (sensible) reasons you have.
I remember being down 60% on AMD too, with a cost basis of $4.51
Better off going AMD before they announce the next gen consoles. It’s got more bleeding to do right now but I’m keeping an eye on it for an attractive entry price with the idea that I sell it some time after the announcement of PS6.
Did I make a mistake getting into AMD instead of AMZN on Tuesday? Nah fuk it AMD to $215 🚀
GOOG $325 - likely jizzed DPRO $10 - jizz hose HIMS $20 - pretty jizzed brah. Wtf was this AMZN $215 - actually potentially jizzless, but the expiry is pretty close. 50/50, you either get jizzed or you dont GOOG $320 - might get lucky with a bounce. Schrödinger's jizz AMD $215 - only one I think you're probably good on ZS $200 - gonna get real spunky ADBE $290 - looks jizzed You are one jizz seeking degenerate. The market thanks you for your donations
Anyone else watching the AMD and Semi Analysis fight going on twitter? One side said their AI GPU will be delayed while AMD is saying it won’t. Kinda crazy.
Being an AMD shareholder has let me know what being cucked feels like
Market makers decided they were gonna make money on DASH so they're pumping it even after a double miss 🤦♂️ Meanwhile they dumped AMD on a double beat.
Whos in the AMD bagholder club 👇
Come'on Su Bae, you can get AMD back to $150.
lmao I said buy puts as soon as AMD is green and I was actually right fml
holy fuck AMD is green buy puts everybody
AMD - imagine being the uglier, dumber, poorer sister of NVDA. The only thing you got going for you is you got a dope shoe collection
once AMD hits green the market is dumping.
NVDA crushes AMD and then GOOGL crushes them
Financial news outlets: AMD chips delayed! Company crushed! AMD VP: Stop spreading misinformation you lying donkeys, theres no delays! Financial outlets: AMD crushed by nvidia meta deal! I'm starting to see a pattern
lol COIN was interesting a while back but the business went from near monopoly to highly competitive with Robinhood, etc. ADBE is best positioned SaaS out there, I wouldn’t touch any other software company tbh Dunno anything about AUR, and UNH is maybe little undervalued?? Might wanna get yourself some $AMD though. Have been investing since I was 8 with a good track record and AMD, barring Taiwan invasion, is a steal deal IMO
Good fightback AMD, now go green. You know you want to...
Yup. All of their products are dopamine friers and cooked in utter ass. The moat / differentiation between Facebook and instagram vs. YouTube (filled with shorts) and TikTok is becoming thinner every day. Btw you have some good takes, got any picks, mate? My port is pretty much just $AMZN, $RDDT, $AMD, $TSM, and some $CROX for meme value
Ah fuck AMD, why do you always destroy us?
F’ing AMD doing what it does best. 😑
If AMD takes 200 in the next hour its gonna close green
All tickers green except the one I have calls on, AMD LOOOL
Why Tf is AMD even red? Like even if META wanted AMD products only, AMD wouldn’t have the supply. Of course they’ll need products from NVDA as well when their CapEx is fuckin $600 billion for 3-4 years.
AMD, go down if you’re gay
These analysts who are now talking about a bubble never get it right. They give you Intel, which is years behind TSMC, then the next day Intel suddenly starts to rise for no reason and they tell you that it has overtaken or is overtaking AMD, TSMC and others... Come on... But excuse me, Micron has closed its retail division to focus on AI. Samsung is making a lot of money with RAM, a few days ago it reported triple the revenue, Western Digital said that in February it had already finished everything for the whole year, and there are many other companies abandoning the retail sector to focus on AI data centres. Now tell me if it wasn't a real market - bubble? These big players were leaving the retail sector where they were very strong? Is it possible that no analyst is talking about this? The hyperscalers are going crazy. Core Scientific rejected an offer of double $9 billion because it was considered too low. Ekso Bionics has exploded to enter the hyperscaler sector. They are all rushing to sign contracts with anyone, building mega expanses of data centres. Core Scientific has signed multi-billion dollar 7-year contracts with Corewave. If it was a bubble, Corewave would not have signed a 7-year contract. Yesterday, news broke that Oasis Management bought millions of shares in Core Scientific, and when these funds invest so heavily, they know that something big is brewing. Months ago, another fund also invested heavily despite rejecting the purchase offer and then along come the analysts who know nothing and talk such rubbish.
NVDA big green and AMD red. Does this mean AMD calls are the play?
All my huge tech watchlist is green, AMD is red. Feels like being back in time.
NVDA big green and AMD red. Does this mean AMD calls are the play?
Should I take the win on my 690c weeklies at open? If so what should I turn them into? I also have AMD and TSLA puts
They have already partnered with AMD last year, why didn’t take so long to announce somthing with NVDA
P/E 143 for a company that sells commodity industrial (70%) and niche hobby (30%) products. Debt/equity ratio 2.74. Net profit margin 3.8%. Return on investment 4.1%. This thing has economics of a convenience store, but with P/E of 2x of AMD, 3x of NVDA, and 7x XOM.
She’s out there buying AMD as we speak
Another day another fuck you AMD you are dead to me
AMD likes to dip on news not related to it right? Tf did it drop 4% for non-related news
Is there anything more depressing than the market being green while I’m holding AMD calls?
Lmao got a notification that Cathie 🪵 bought AMD and Coinbase
Buy the AMD dips. The stupid algo trading tank AMD now
AMD Bros. How are we holding on atm?
More likely because isn’t a big shock. META announced huge Capex spend at their earnings. We knew it’s either going to be NVDA/AVGO/AMD
Same thing that’s happened to every big cap every day this week. Huge move overnight, open spike in its premarket direction, then melt up towards 0.00% . AMD got dumped bc NVDA/META deal. Once the exit liquidity has been created, get out and enjoy your free +50%
Ok AMD … we already had our rodeo 1 1/2 years ago … let’s donut a second time
Meta said bye to AMD and hi to NVDA
what da fuck happened to AMD after hours
AMD is going to be absolutely butt blasted tomorrow. Probably another 10%+ nosedive. Everyone assumed META was going to be a big customer over the next couple years and they just got shut out.