AMD

RayU_AZ

If you just sold everything, then your going to have to pay taxes on all your short term gains & long term gains for these investments for 2025. Holding them past 2025 would avioded taxes. If you re-buy the same stock/ETF again, less than 31 days, then you can't write off any of your losses. Wash sale rules. The PE ratio of Apple, Google, Mircosoft and Amazon don't seem high between 31 to 37. Unless your hold HIGH PE stocks such as Tesla, Broadcom, Oracle, Palantir & AMD, these are over-value with a PE ratio high between 100-425. Unemployment low at 4.4%, Federal reserve going to cut interest rates again tomorrow. The tariffs are not causing high inflation, as inflation holding at 3.0%. I think the US economy is looking good. It's you money, do what your gut tells you.

Key_Lifeguard_8659

I heard a suggestion on Reddit that made good sense in buying the dip. It's one I've been using during these corrections... similar to DCA, but doing it as the market drops. 5K each time. I snatched up some AMD and AMZN a few weeks back for a reasonable price.

Zealousideal-Capp

Exactly! The whole landscape has changed. AMD has better cost performance and is less sensitive to policy issues, so honestly it has a much better chance than NVDA when it comes to

Aluseda

Yes! AMD is even more likely than NVIDIA to enter the Chinese market

Jamdam911

Yeah I need AMD to go back up fast please 🙏

SilentHuntah

Your answer depends on whether you think this AI trend, hype wave, or whatever you want to call it still has some legs and time left and whether you think AMD has any hope of taking anymore chunks out of Nvidia's pie. Google selling their ASICs to Meta and maybe others is one thing, but Nvidia with CUDA is still dominant.

youarepainfullydumb

For reference 120 a share would basically be the value of Lockheed Martin and AMD combined… being attributed to a product that doesn’t even exist yet…

youarepainfullydumb

For reference 120 a share would basically be the value of Lockheed Martin and AMD combined… being attributed to a product that doesn’t even exist yet…

Thisispaartaaa

It has been running along a resistance line at around 225 for the past week...this line is from a head and shoulders pattern...statistically speaking, AMD is going down to 185 ish

Fragrant-Record5198

AMD wierd pattern eh

Independent-Pen1250

good work on managing your position well on AMD as it was a classic bear flag trap

VictoriaAutNihil

During the over done tariff bullshit in April, I bought more AMD, MRVL, NVDA, PLTR, AMAT, PANW. So far so good, however, I think I will be unloading some long term holdings in early 2026. I just think Trump will once again do something ridiculous to cause a 10-15% decline. Pre-planned volatility to help the 1%ers cash in even more. Hey, small fry like us, could do the same one much smaller scale, provided you have cash on the sidelines.

Aluseda

Currently AMD shows more potential than NVIDIA!

Icy-Butterscotch-206

How so? The contract in the simplest of terms is that OpenAI buys a literal fuck ton of GPU’s from AMD. If they buy all of them and in turn boost AMD a be a trillion dollar company, OpenAI gets a 10% stake in AMD. As in investor today, if your capital appreciates by 2x, do you care about being diluted 10%? Flip side, OpenAI goes tits up, doesn’t buy GPU’s, demand is still healthy elsewhere, no dilution. It’s a no lose contract for AMD and investors

ThouOne

Erm, AMD up 1.5% but NVDA red? The market might in fact be broken.

Artifexx

AMD starting to move for what appears to be no reason at all!

eje0100

AMD one of the only stocks moving. LFG!!

TheoryInttro

At least AMD is barely green, but I'd be a lot more comfortable if it could push to above 225 and stay there.

Charming_Squirrel_13

Depends on your thesis and what role you think AMD could play in the AI revolution. They have their engineering strengths, but competition from NVDA and AVGO is fierce.

EpicOfBrave

**Always inverse reddit** The Google, NVIDIA, AMD bull runs were all rejected by the majority here.

AngryGranny1992

Absolutely, NVDA and AMD both. They have been flat, just going up, then giving back all gains and then more for the last 2 weeks. Heavily maniupulated

ShittyUsernane1222

Im waiting for: \-Tsai Ing Wen agreed to reunification plan(TM). \-TSMC, NVDA, AMD have sold off to China on orders of Taiwan special autonomous region. \-NVDA, TSMC, AMD delists itself intentionally in s and p 500 \-American Institute in Taiwan announces "Taiwan was always china and will remains so forever". \-US forces near Taiwan announce retreat from Okinawa. \-SPY goes to ATHs so do bond yields and bankruptcies

Even-Square-6246

AMD and NVDA act the same these days. Time for a collab

Pretty_Ad_7885

i like how AMD is just mirroring NVDA fully now. They should just merge already

Remarkable_Ring599

Great stock, AMD is amazing.

Own_Lynx_7265

Watching retail flow this morning and it’s a funny combo: **Bullish** * **$BLGO** – PFAS treatment play getting real industry love (AEC). Tiny name, big narrative. * **$ISSC** – literally trading like nobody noticed 20% ROIC + 27% growth. Discounted because it’s boring. * **$SEZL** – officially added to the S&P SmallCap 600. When funds *have* to buy, they buy. * **$NVDA** – China H200 shipments confirmed (again). Data center demand doesn’t care about TikTok bans. **Bearish** * **$PEP** – activist pressure to cut prices. Good for consumers, bad for margins. Pepsi might get “Ozempic’d.” **Neutral (eyes-on)** * **$SPY** – everyone waiting for NFIB + JOLTS + FOMC tomorrow. Market’s on mute mode until data hits. * **$AMD** – still in “regulatory rumor jail” thanks to the NVDA China mess. Could snap either direction depending on clarity.

vermilli21

NVDA and AMD about to lose all its gains before market open LMAO

JustKing0

All in AMD

r2002

Sadly you cannot isolate just Waymo. You'd have to also take on these extra baggage like an insanely profitable ad business, one of the top 3 video platforms in the world, a leader in the AI model development race, a growing TPU business that might become competitive against Nvidia and AMD, and some pesky quantum computing bullshit. Ewww yuck.

Discarded_Twix_Bar

TL:DR * President Trump authorized Nvidia to export its H200 AI chip to approved Chinese customers under national-security conditions. * The U.S. government will receive 25% of the revenue from those China-related H200 sales. * The decision follows a recent meeting between Trump and Nvidia CEO Jensen Huang. * The H200 is significantly more powerful than the previously approved H20, but less advanced than Nvidia’s latest Blackwell and forthcoming Rubin chips. * The move could generate billions in additional revenue for Nvidia, which maintains gross margins above 70%. * Nvidia estimates potential China sales of $2–$5 billion per quarter if geopolitical conditions stabilize. * Some Trump administration officials support the move as a compromise to counter Huawei while preserving U.S. AI leadership; others strongly oppose it on national-security grounds. * Critics argue the approval materially boosts China’s AI and semiconductor capabilities with limited benefit to the U.S. * Trump indicated similar revenue-sharing arrangements could apply to AMD and Intel exports. *The Justice Department simultaneously announced a crackdown on Nvidia chip smuggling, including guilty pleas and arrests tied to illegal exports to China. ------------ ------------ **Article:** President Trump said he would let Nvidia export its H200 chip to China and that the U.S. would receive a 25% cut, his latest bid to make money for the government in an unusual agreement with a private company. “I have informed President Xi of China that the United States will allow Nvidia to ship its H200 products to approved customers in China and other countries under conditions that allow for strong national security,” Trump said on Truth Social. He added: “25% will be paid to the United States of America.” The move is a boon for Nvidia, which has fought for months to maintain access to the world’s second-largest economy. The company had agreed earlier this year to give the U.S. 15% of the China sales from a lower-performing chip, only for the Chinese to scuttle those plans as part of continuing trade talks between the two sides. Chips from the world’s most valuable company have become a prized geopolitical tool. The H200 has higher performance than the H20 that Nvidia was previously allowed to sell—but it isn’t as powerful as the company’s top Blackwell products released this year nor the Rubin generation of chips coming next year. The move follows a meeting between Trump and Nvidia Chief Executive Jensen Huang last week, where the pair discussed H200 exports, people familiar with the matter said. Nvidia shares added nearly 2% after hours. Even with the U.S. government taking a cut, the decision could be worth billions of dollars in sales to Nvidia, which enjoys comfortable margins on its artificial-intelligence chips. In the most recent fiscal quarter, Nvidia reported gross margins of 73.4% on $57 billion in sales, which includes a variety of hardware types, including chips from its Grace and Blackwell series, networking hardware and other products. In August, Nvidia Chief Financial Officer Colette Kress said that “if geopolitical issues subside,” the company could ship between $2 billion and $5 billion of chips to China per quarter, which could increase if orders pick up. The exports could also help Chinese tech giants that have struggled to get top chips to train their models. Huang has argued Nvidia should be allowed to compete in the Chinese market because China has many of the world’s top AI researchers and the U.S. should want them using American technology. Huang has also made clear that the scale of AI demand in China makes the country critical for the company’s future. “You’re not going to replace China,” Huang said at an event at the think tank CSIS last week. Trump said the government would take a similar approach to exports from Nvidia competitor Advanced Micro Devices as well as Intel, in which the government now owns a 10% stake after converting billions of dollars in grants to equity earlier this year. Intel isn’t a major exporter of top AI chips. The approval comes just weeks after administration officials including Secretary of State Marco Rubio torpedoed a push from Nvidia to sell a slimmed-down Blackwell chip to China before a recent trade meeting between Trump and China’s Xi Jinping. Some officials including AI czar David Sacks and Commerce Secretary Howard Lutnick have backed exporting the H200 because it could be a good compromise that allows Nvidia to compete with China’s Huawei Technologies without vaulting China past the U.S. in AI, people familiar with the discussions said. Earlier this year, after H20 exports were approved, China told its companies not to use the chips because of alleged security concerns. Some analysts viewed the Chinese message as a negotiating tactic to get a better chip like the H200. Nvidia has been applying a full-court press to the Trump administration and lawmakers this year, seeking permission to send its valuable chips all over the world and arguing that the exports will ensure U.S. technology dominance. The company has antagonized some administration officials and others in Washington who feel it is giving priority to a sales bonanza over national-security concerns. “This decision to authorize H200 sales to China is so shortsighted,” said Aaron Bartnick, a former White House technology and security official during the Biden administration who is now at Columbia University. He said he thinks the move will significantly advance China’s chip capabilities and it doesn’t seem like the U.S. got much of consequence in return for allowing the exports. The think tank Institute for Progress estimates that the H200 is almost six times as powerful as the H20. Newer generations of the company’s products often improve sharply. The Biden administration imposed export restrictions on crucial chips that many analysts credit with limiting China’s domestic semiconductor and AI capabilities. Also on Monday, the Justice Department announced a sweeping crackdown on smuggling of Nvidia chips, including the newly legalized H200. The government said that Alan Hao Hsu, a Houston businessman, had pleaded guilty to smuggling more than $160 million worth of Nvidia H100 and H200 chips, which officials said “are used for both civilian and military applications.” In addition, federal law-enforcement officers have arrested two Chinese businessmen living in the U.S. and Canada as part of the dragnet, charging them with violating the Export Control Reform Act by shipping banned Nvidia graphics processing units, or GPUs, to China through Hong Kong using falsified labels. The prosecutions underscore the severity with which smugglers of Nvidia’s AI chips were treated when caught violating the export controls that have now been loosened.

atx78701

I mostly do VGT, but companies like AMD make GPUs and havent gotten into the AI mainstream yet. It will be AI for the next 5 years, but extremely difficult to pick winners.

iMakeGOODinvestmemts

Broadcom $AVGO stock hit new ALL TIME HIGHS today Broadcom is ~$100B away from joining the $2 Trillion market cap club Avgo is everything $AMD wanted to be lol

csr8765

The news is way more bullish for AMD than it is for NVDA

Batcraft10

Does it make any sense that AMD (rival to NVDA) pumps on bullish NVDA news?

El_Grande_Americano

Shoulda gone with NVDA, META, INTC, AMD, etc.

Aggravating_Sir_4709

NVDA and AMD desperation to sell anything for a little pump is kind of sad tbh. 25% payment to that diddler.

Worried_Quarter469

he says it applies to all of them INTC, AMD, etc So it’s basically a export tariff (tax) Which he definitely doesn’t have the power to do, but I doubt anyone will challenge it in court

spellbadgrammargood

* For months: Nvidia and AMD have agreed to share 15% of their revenues from chip sales * Now: Trump’s post says that 25% of the chip sales will be paid to the U.S. government as part of the deal. Art of the deal (•_•) ( •_•)>⌐■-■ (⌐■_■)

Jamdam911

AMD!!!

cbusoh66

As a percentage of revenue and impact of future earnings, those H200s are peanuts to Nvidia, however, companies like AMD, INTC, and MU benefit greatly from a detente with China.

eje0100

1/2/26 AMD 230C are going to print tomorrow!

DisgrunltedDan

NVDA UP AH CUZ 🥭 TRUTH  President Trump Posts On Truth Social "... NVIDIA's U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies."

Crazy_Donkies

Bringing AMD with it.

paralogistic

!banbet AMD $250 5d Need my f82 paid off stat

Jarlaxle_rigged_it

everyone who fomo'd into NVDA got slapped, now it runs. same thing with AMD bout a month ago. this is your market gents

Short-Dependent7676

Trump posted a tweet and it affected NVDA and AMD. That is why the pump happened AH

PureSun4208

I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will be paid to the United States of America. This policy will support American Jobs, strengthen U.S. Manufacturing, and benefit American Taxpayers. The Biden Administration forced our Great Companies to spend BILLIONS OF DOLLARS building “degraded” products that nobody wanted, a terrible idea that slowed Innovation, and hurt the American Worker. That Era is OVER! We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies. MAKE AMERICA GREAT AGAIN!

tnguyen5057

Just in on Truth: I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will be paid to the United States of America. This policy will support American Jobs, strengthen U.S. Manufacturing, and benefit American Taxpayers. The Biden Administration forced our Great Companies to spend BILLIONS OF DOLLARS building “degraded” products that nobody wanted, a terrible idea that slowed Innovation, and hurt the American Worker. That Era is OVER! We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies. MAKE AMERICA GREAT AGAIN!

Aggravating_Sir_4709

Algos need prison time for spiking NVDA/AMD on fluff headlines. This market is just constant nothing stories/narratives pumping tech names.

Aggravating_Sir_4709

The fact NVDA and AMD spiked on another nothing burger "China getting chips this time!" story is even more garbage. China doesn't want them.

Short-Dependent7676

Algos are so stupid they think because NVDA is now allowed to sell to China, that AMD is part of it too because it’s also a chip maker

WSB-mods-are-

By far the easiest way to fix your PC graphical issues is to throw your AMD in the garbage and put in a NVDA GPU

dansdansy

It's not cheap here either, they are to AVGO as AMD is to NVDA imo

Schubert142

AMD and ORCL still green??

Routine-District-588

Nvidia runing on gross profit of 80%, net margin of 50%, this can esaily be disrputed by AMD or GOOGL building decent enough chips to get nvidia margins down, maybe i'm wrong maybe nvidia will controls this market for ages, idk but its less likely. Also right now ai chips are booming there will be a slow down at a point so it is cylical.. I know about hedge funds actively using satellites to track tsmc production to see when this slow down will come. META? GOOGL? MSFT? what slow down will there be for them? maybe less ads or software demand but not a huge slow down.

jauch888888

Your results highlight the core problem of this strategy: your losers were catastrophic and your winners did all the work. That’s basically the story of tech investing today. A structured ETF like SMH/SOXX gives exposure to the same winners (NVDA, AMD, AVGO…) without the massive downside risk of individual failures. For me the conclusion is: Reddit can help you discover stocks, but it’s a poor tool for building a portfolio. No offense 😁

teamyg

Sold AMD at 223 (cost 217.8) and took profit, 😂😂😂

Cantthinkofacoolnam

Because nobody ever talks about on here because it’s not NVDA. Only smart money plays AVGO idiots who only know 2 chip companies like AMD and NVDA forget AVGO exists

BigWarning8696

I think AMZN will be the best 2026 stock of the MAG7, but the chart looks like crap right now. For a shorter duration, AMD and MU will probably pump to ATHs in the next month or 2

Rough_Butterfly2932

It's not just Google with tpus. AMD Amazon Microsoft are all building chips. Will they ever be as good as nvidia's? . But for many use cases, the highest end gear won't be needed and lower cost and power consumption is going to be necessary for scale. Nvidia will continue to be a force without a doubt, but their market cap right now reflects ongoing Monopoly status and that will change. Its biggest customers have too much of a vested interest in seeing to this

TheoryInttro

I'm not asking for much, just AMD to 250 EOD.

dvdmovie1

Meta/Amazon fine, I'd rather other names than AMD. TTD for a bounce perhaps but it's not the story it was several years ago. I drink Celsius but am not going to invest again and Elf I did well with but wouldn't revisit either.

wrongrobertpatrick

https://preview.redd.it/m6zubmpelu5g1.jpeg?width=1320&format=pjpg&auto=webp&s=2331cc142a54f2e322baaabbebadbd8351300039 Gonna tax harvest 8k tomorrow to free up 40k for AMD, AVAV, NFLX and LEU

Petit_Nicolas1964

AMZN, MU, Nvidia, Microsoft, Google, AMD, Meta, Nebius, Iren, Coreweave.

Dear_Milk9046

$AMD, Meta, Amazon, Rezolve AI, TTD, Elf, and Celh are good plays. What do people think on these?

raruna461

Google, AMD, Meta

SMK_12

Tbh when I first got interested in investing like 10 years the most talked about stocks on here were stocks like AMD, NVDA, AAPL, GOOGL, TSLA, and AMZN. As a broke college kid I bought a tiny bit of each but of course thought I could be a genius day trader so sold instead of just buying and holding. I learned my lessons over the years and ended up doing fine but it’s safe to say Reddit actually was a very good resource. The average person could’ve been buying even modest amounts from that time and would’ve changed their lives if they held.

stickman07738

There is a story behind it. In 1994, I knew nothing about investing but I had a work colleague that would talk incessantly about HON, Larry Bossidy, and their patents; thus, I decide to enroll in the HON DRIP. I started to educate myself as I was beginning my professional career. The Dotcom era started and I was making a lot of money in QCOM and CSCO - all to lose it in late 1999 - early 2000. Lost $300K because I thought I was a "f-ing genius" buying more on dips then BOOM. It taught me slow and steady wins the race. I revised by investment strategy to max out retirement accounts (401K, HSA, Roth IRA) with low cost mutual funds and develop a blue chip portfolio while continue to invest in a couple of DRIPs and some individual stocks make sure I had a strategy to control downside risk as well as capitalize on upside gains. I retired early 12 years ago this Dec 31. I have a hold and forget portfolio that include AMD (cost basis - $2.50/share), LLY ($60), META (FB-$19), BRK.B ($180), GE ($6 pre-reverse-split). My average cost for HON with dividend and spin-off reinvestments is a little over $32. I stopped cash contributing to the DRIP in 2017 but dividends are still invested. My plan is to give it to my heirs at a stepped up cost basis to minimize taxes and they could then sell if they desire. I find it amusing now because what happen to the Internet infrastructure companies (QCOM, CSCO, ORCL) in the late 1990s is replaying itself with the AI boom - where hardware companies are financing the build-out and when equipment sales reach steady state - there will be an earning disappointment and new technology / competitors will catch-up that will cause a drastic decrease in revenue and BOOM. The key is knowing when to get out. Good Luck

Learning-Power

Intel and AMD recently.

Unusual-Pirate5316

All the companies you mentioned did not have the trillions of the Mag7, they did not even have the weight on the indices that the Mag7 have, so in proportion they were technology companies and perhaps even giants, but they were not these global conglomerates that the Mag7 are today. The gap today is wider than ever, there is a gap between the Mag7 and the others, so I feel like saying that the Mag7 have already won. Oracle, Intel, AMD, IBM, have great resonance and are companies of great impact, but they do not have the solid foundations, the fundamentals, the liquidity, the narrative of the Mag7, so I see it unlikely that they will be able to establish themselves, let alone smaller players. Anthropic, OpenAI, they're cool, but will they still exist in 10 years? Maybe. Microsoft, Apple, Meta, Nvidia, Amazon and Google? For me, obviously yes. Tesla? Well if not with machines, with X, xAI and SpaceX, the man behind Tesla is far from disappearing and in 10 years he will still be there.

BobaMuse_

Selling AMD premium is basically printing rent money with extra steps. Clean execution

Echo-Possible

Google will be one winner. There will be many though. Microsoft and Nvidia are backing OpenAI with a combination of deep pockets, users, cloud, and hardware. They need OpenAI to succeed so that Gemini/TPU doesn’t dominate AI. So they will definitely be a successful challenger Google. Anthropic is also backed by Amazon with AWS and Trainium (potential to be as strong contender in ASICs). Google and Microsoft also back Anthropic. As far as researchers go OpenAI and Anthropic have incredibly strong research teams to challenge DeepMind. I don’t believe it will be a winner take all scenario. Model and algorithm advancements proliferate quickly due to how frequently researchers move around between organizations. There’s no moat in models. So it comes down to who compute capacity. Everyone is limited by TSMC wafer capacity and Google TPU will be limited in scale due to demand from Nvidia, AMD, Amazon, Microsoft, Meta.

ATLfalcons27

I had 10k shares of AMD in 2015 but I had to sell it all down to pay my rent because I was making 17 dollars a hours in a city where rent was 1400 at the time

LawlessNJ

I too regretted selling AMD too early. Best was AVGO. Second was GOOG (sold too early but still made 25% in 3 months).

Much_Candle_942

just like nobody liked AMD at $90 and Google at $150 🤪  

cazzipropri

CUDA is no moat. CUDA is an asset, but if you make your own silicon (like Google can) and your own library ecosystem (like Google can, and AMD arguably doesn't have enough manpower to), you don't need CUDA and you don't even want it.

andytobbles

He called ELF, AMD, PLTR, SOFI, and META all at their lows when sentiment was terrible/no where near where it is right now. Stock pickers won’t always get it right but if you avoided his picks then you’ve only missed out these past couple years. And he’s made substantially more than 2 million regardless of what he lost in a market where everyone lost money.

acoolrandomusername

My thinking is that it's true for the long term, since I believe Nvidia and Jensen as so good that I doubt a regular chip manufacturer threatens them. So if anyone is going to do it, then it would be someone doing it differently. That doesn't mean it will happen, but that it could. Who do you think Nvidia's greatest competition is? AMD, OpenAI with their chips project, Amazon, or maybe Huawei, which seems plausible?

acoolrandomusername

Yeah, I don't think Nvidia stands to be too hurt - or hurt at all - at least not in the short term from Google, perhaps not AMD either. Just think it's an interesting dynamic in the long term.

d33p7r0ubl3

Yeah and some of the funds pulled out since they’ve been getting blown up. The AMD 3x inverse fund had to close down after the OpenAI deal

Embarrassed_Tax_3181

AMD has already been selling mi308. Then news is that they can’t sell any other chip besides mi308 for the next 30 months

rali108v5

SOFI then AMD. It was HIMS, but then it corrected too hard.

Stockengineer

Peter Lynch style investing isn't wrong. Look at NFLX, NVDA, or TSLA, AMD, META, MSFT etc if you bought the stuff your peers were using... you'd be up lots.

Tachiiderp

Nvidia did not "rocket" relatively speaking. Smh is up 49% YTD while Nvidia is up 34%. Several other semis names outperformed, AMD, Intel, micron, amat, asml, tsm, to name a few. Not to throw shade at Nvidia, as I own it myself, but it did not beat the semis benchmark.

among_apes

I’ve been holding a bunch of MU for a looong time with a $30 cost basis. Years of feeling sick watching my smaller positions in AMD and NVDA run. MU has finally made me very happy.

teamyg

Bought some AMD around 217.8, the export license to China will give it a boost next week.

trickytrixie303

Interesting development. AMD appears willing to operate within the updated rules, including the 15% fee. It will be worth watching how this impacts the market and U.S.–China chip relations moving forward.

Glittering_Water3645

Went 2x leverage into AMD and GOOGL during the spring dip (50% of my portfolio in these 2 stocks). Whole portfolio up 137% since then. Here in Sweden our interest cost for 2x leverage is 3,59% and no tax on gains so it was worth going against the herd this time. Now I´m just paying down the margin month by month.

Fast_Gap7215

Google AMD ,

AngryGranny1992

Man the nvda and AMD charts look so fucking bad.

Waterknight94

Outside of pennies AMD has done well for me. Saw people calling it advanced money destroyer around $90 and figured I would throw some in.

holmeshj24

Google’s goal is to take, at most 10% of Nividia market share. This news is only bearish for AMD

Crazy_Donkies

Yup. Future growth is baked in. Sold MSFT this week. I'm in next tier down. MU, AVGO, AMD, SMCI, MRVL

breadkittensayy

Reddit is extremely mainstream. It’s only a “hive mind” if you have some predisposed bias to see it that way. Also these kind of posts are always idiotic because it’s so nitpicky. Yeah sure some people on Reddit were saying Netflix was dead but there were also hoards of people saying to buy NVDA, AMD, RKLB, ASTS, ect back in 2019. Those people are all rich now. Almost like Reddit isn’t a monolith of people and there are lots of opinions

TylerrrGG

Just regained some losses on AMD Calls, now only down 3% should i hold and see if i can turn profit or take losses now?

pussinbuuts

reminder that AMD pumped from $160 to $200 by giving openai their shares LMAO

TylerrrGG

shouldn’t AMD pop with the news that they are selling to china again?

gkdjsl

Going to the local Arby's to ugly cry about my AMD calls and order an XXL Apple Pie Shake

Wowmuchrya

AMD 😂😂😂

sandygws

AMD, NVDA both utter shit this past week.