AMD

Slabbed1738

Calls on AMD and Nvidia 

InternetSlave

AMD was pumping hard today. Ended up giving most of it back 😑

_pout_

lol aftermarket acting like AMD's going to pop after that selloff.

RoverV

Puts going the wrong way? The thing you’re forgetting is a) the people investing enough to make markets move have more money than ever and b) some of the largest companies in the US have been muzzled for months. Look at Nvidia’s volume today. Google and AMD are already flying. Something’s brewing.

Not69Batman

TSMC manufactures for everyone: Apple, Nvidia, Broadcom (Google TPUs/Meta ASICs), MediaTek, Qualcomm, AMD, Intel, Marvell (Amazon Trainium) and Sony. If a conflict in Taiwan takes TSMC offline, the entire global tech sector collapses. We will also have bigger problems to worry about with the geopolitical fallout and WWIII looming.

bitflag

Indeed it's not easy but there have been several people in the field already (Google's TPU, Cerebra, AMD) and more are coming in. It's unavoidable that very high margins will attract competition. Nvidia has the CUDA moat to help fend off that competition but it's not ironclad, especially if using something else comes with a significant cost saving. The fact that Google's latest Gemini was entirely trained on TPU and now runs on it shows that Nvidia can be replaced and might have to reduce margins at some point.

tacticalangus

Yes, in fact most people use Intel mobile products. They make up over 78% of the mobile PC market. Last year, Intel's Lunar Lake already was far better than AMD in battery life and had a superior GPU but it was made at TSMC and had an unfavorible cost structure and lacked MT performance. Panther Lake will trounce AMD's Gorgon Point across the board in ST, MT and GPU performance while having much better battery life. PTL is also made on Intel 18A so Intel should get some margin stacking benefits. Might want to check your facts before posting nonsense.

ouicavamerci

$AMD

le_pedal

Would anyone buy AMD calls now

Yul_B_Alwright

I bought puts at when it was over $50 lol, whole semi sector weak. Think TSM was exit liquidity rally. Its what I was waiting for. AMD too.

Ok-Tonight2623

I'm going with SNDK, AMD, TSMC, INTEL.

Longjumping_Steak724

!banbet AMD 255 28d

_pout_

AMD happened because of disgruntled bagholders like me who bought before the tech stock crash in October / November and haven't seen a rebound since. I finally have my money back after it was in a chastity belt for three months.

Wowmuchrya

AMD had 15 red candles in a row bro I can’t 🤣

Yul_B_Alwright

I got INTC puts today 😅, AMD too.

igotthis_man

Wtf happened to AMD straight down is crazy??

The_Albertino

What the fuck happened to AMD? I have never seen a stock slide $10 without a single bounce. Had to be some collossal trade executed over hours

TheoryInttro

Can't believe AMD saved my day from Google.

Memento_mori9608

lmao AMD’s chart with the grand canyon energy

IDrinkSulfuricAcid

No way my port ends today red right? After all the AMD pum- oh right it's advanced money destroyer.

Memento_mori9608

Cashed out of AMD at the very top, rode it from $200 to $236

Natharius

Looks at his AMD and Nvidia shares 🤑

coldtacomeat

Thinking about some AMD monthly calls right now. Is this regarded?

ConcentrateSea5895

Im buying AMD shares here fuck it, dippy dip dip

Background-Post-1048

Don’t know why you get a downvote on a degen sub but I had the same thing happen with INTC and AMD been slowly eroding it away ever since

The_Albertino

Jesus why did I try to scalp AMD at 233

Holydude123

Classic AMD. Glad I sold it when at +7% today

thatsmymayo

Why did AMD crash from ath in October?

IDrinkSulfuricAcid

It's so tragic watching AMD bleed out like that lmao. I really thought this stock would actually be good for once. Whatever, chilling at sub 200 entry

Sober_Alcoholic_

You know what AMD stands for right?

The_Albertino

I tried to scalp AMD FML

_pout_

AMD back to 200 by the end of the day. As it should be. Glad I took my money back from them. Holding their bags was making me ill.

Autistic-Bot

https://preview.redd.it/u3mypf6tmkdg1.jpeg?width=625&format=pjpg&auto=webp&s=34b96f44d74a2e334b475b8ba4ae6140354cc3e5 $AMD $CRWV

le_pedal

AMD $233 RKLB $92 BTC $97K and people are commenting shit like "the crash is just getting started"

thatsmymayo

Nooo someone flipped the AMD switch from double to destroy again. This fucking machine

DaveSufa99

From a product/hardware standpoint AMD is probably Leading right now… ai not so much but they can surely catch up

Tootum

Bro for the last 25 years Intel and AMD traded blows, with Intel usually being better chips until AMD switched to TSMC. Just because Intel had a slump doesn't mean it's Intel can't come back. Companies get complacent and then their competition comes back, Intel was complacent and fell. Now AMD is being somewhat complacent with re releasing the same chips. This isn't hype, this is years of catch up finally showing now. Intel is manufacturing 1.8nm now. This isn't like 10nm where Intel promised over and over again it would come out next year. 1.8nm is actually here and is being made, it may not be better than TSMC 2nm but right now it is the most advanced node. This is real.

_pout_

And thus begins the AMD selloff after every pissed off mofo like me takes the money they've been holding since October / November 2025.

lolman1312

If you think AMD is not a threat in the next 5 years you are gravely mistaken. Also, you don't need another company to overrule your domination. Nvidia's upside will slow from here on out, especially as Google is using their own TPUs which they are also selling to Meta. New investors will prefer AMD for higher growth potential and they only need to steal a small percentage of market share to be massively successful in the coming years while Nvidia will stagnate I agree with your general point though. Just not that Nvidia doesn't have competitors.

Raethexn

Nvidia GPU’s for model training. Google TPU’s for running said model afterwards. they’re not competing as much as the public eye would think they are. AMD helios rack GPU is closer competition to Google TPU’s than nvidia is.

Concept-Plastic

AMD puts?

bigredhawkeye

I think my avg cost is like $120 or something AMD is glorious

wilhelm96

Conditioned response. So many have been burned by AMD they stay away

bigredhawkeye

Why is no one talking about AMD up 18% in 3 days

PaperHandsTheDip

oh, I bought AMD when it was like 110 and sold at 150. Not touching before it dips below 150 again... lmao. Riiip

_pout_

AMD. It's not going higher soon. I'll pick it up on the next dip.

Neat-Zucchini3703

Retards are already looking for the next pc component shortage(AMD) not understanding that it takes more than just that to pump a stock

eje0100

50k day on AMDL and AMD Calls!!! 💰💰💰💰

Slabbed1738

The max pain this week for AMD was $170 when I last looked lol

POTUSDORITUSMAXIMUS

Yea its as good as AMD, only two years too late 😂 Does anyone here actually use Intel products? They have been lacking for years and Panther Lake is just catching up, not pushing ahead in any dimension.

Charming_Squirrel_13

ofc I freaking sold AMD a few days ago. damnit

roboto-sama

On one hand it’d be buying in on today’s upswing following TSM’s earnings call, on the other AMD’s due early next month. Does it make sense to wait a few days to buy into either or any of the other chipmakers?

TheSauce69

Every time I get assigned on AMD shares they end up printing. Some retard exercised a $217.5 put I sold last week and I had to take the shares on margin. Now I'm up $2k on the shares

RepulsiveDisaster671

#AMD calls printed bigly

googlerbull

I cannot believe i am actually making money with AMD

TheoryInttro

AMD flipped from Destroyer to Dispenser again. Hope it lasts a bit this time

ramy_mousa

AMD and CRWV are carrying my poor port today

DryBicycle5629

AMD MU CRDO my king makers for 2026

ArticleTerrible7621

AMD welcome back

dinkerbot3000

I always sell AMD thinking it's at the top and it just keeps ripping

Pojihut

AMD and ASML with the standout performance in my porty

DryBicycle5629

How is AMD not on the leaderboard?

tsunamiwaves_

I got shaked out of AMD monday morning, you're welcome.

oliver2022

AMD gonna be in 300 in a blink of an eye, or im gonna be holding my bag a few more months

Ill-Independent2394

I thought AMD calls were too pricey to get in on Monday 😭

Far-Requirement9180

AMAT, AMD, TSMC, ASML were the play all along

KittyLover-7

Holy fuck AMD from -9% on the year to +5% YTD

Zealousideal_Elk5954

trust your gut keep selling out of AMD

Xanersen

AMD ripping some bear ass

The_Albertino

AMD is ripping

Zealousideal_Elk5954

Wells Fargo upgrades AMD as top pick because people bought AMD because of OpenAi

dol1_

Genuine question: Why is NVDA only up 1,5% this week while Intel is 19%, AMD is 15%, ASML is 14% and so on?

andytobbles

I’m calling it right now AMD is going to 400-500+ this year. Everybody is going overweight and changing analysts ratings to buy. Massive growth acceleration incoming for the next 6 months

Livid_Engineering_30

AMD pushing up on cpu news... a 4nm cpu.. that is nothing special... amd at over 100 PE should push on ai news maybe like making chips for META or maybe receiving new High-NA EUV from asml but not a cpu...omg

Livid_Engineering_30

whats the news on AMD thats making it bounce so much?

Nefarious_AI_Agent

AMD big pimpn'

Memento_mori9608

AMD absolutely ripping

ConstantEfficiency83

Bought 100k in AMD shares yesterday hoping for a 10% flip leading up to earnings… hopefully that hits today

ConstantEfficiency83

I wonder if AMD holds 230 if it breaks pre market

Flashy_Criticism_571

Dr Su bae pumping AMD up again. 

DuvelNA

AMD 🚀

DrummerCompetitive20

Intel is a meme due to trump. Compare to Nvda or AMD

SolomonKings7

At this rate MemeVDA need to buy AMD

Asgaardian1

Im thinking 8dte AMD calls last 3 legs making higher highs lower lows, and the potential for a big breakout been gapping up, wish I threw calls in yesterday tbh. But Im gonna watch it on open and decide

RepulsiveDisaster671

#AMD rippin ‘

Wall_of_Wolfstreet69

Intel said "you don't need more than 4 cores" and didn't innovate and just threw out very minor upgrades in every processor generation. I'm so glad AMD kicked their stupid asses. (consumer desktop CPUs) First quad core: 2006 first 6 core: 2010 first 8 core: 2014

Tootum

Crazy how no one remembers how Intel fell. The only reason Intel lost its lead was because it didn't have EUV machines from ASML, whereas TSMC did. Which is why AMD took off with superior nodes from TSMC. Intel has EUVs now, and even more advanced high NA EUV from ASML. It took a long time to get it up and running, and although capacity output isn't quite up to TSMC the playing field is level again.

No_Swordfish4545

For a 3 year window the bond mix looks reasonable, but the equity side has a few names that can swing more than people expect. I’d at least sanity check sentiment on TSLA or AMD with something like Prospero ai so volatility doesn’t derail the plan.

MaskYourDeviceID

own the Mag 7 before they were the Mag 7. it's what I did. bought all if them during the slump of 2022 and have beaten the S&P by 100% since then. also take some chances. Put 2k into CRWD and am at 200% return. also buy companies with good fundamentals that got caught in a bad selloff. Put money in Shopify after it fell 80% and got 300% so far. buy companies that offer genuinely good and profitable services. Spotify is at 300% return for me. also hold strong on companies that have good fundamentals and are undervalued. MU was underperforming the S&P when I was trimming my portfolio in Jan 25 (I offloaded AMD, VISA, and trimmed MSFT, AAPL positions), but it just didn't make sense to me. MU P/E was 11 while similar companies were at 20-30. this is back when they were at \~$100/share. "I liked the stock" so I held it. and now they have been caught up in the AI boom really tho, just invest in the giants. AAPL, MSFT, GOOG, AMZN, TSLA, META, NVDA. hell even Walmart has beat the S&P since I bought it. it's not too complicated to beat the S&P. i'm only 3 years in on my portfolio, so it could just be luck, but idk

Not69Batman

Nah. AMD is TSMC's 6th biggest customer. MediaTek at 4th and Qualcomm at 5th.

Bignutly

AMD about to halt the market tomo

Xraided143

AMD

womble619

For a 3‑year, liquidity‑first plan, 67% in SGOV/VGSH fits the brief, but your equity sleeve is both tech‑heavy and overlapping with VTI (MSFT/GOOG/AVGO/AMD already dominate), so you could simplify to one broad fund or tilt a bit more defensive/dividend. Also sanity‑check duration and after‑tax yield against a simple Treasury ladder and set a rebalance rule; VGSH carries a little more rate risk than SGOV. I like to double‑check sector concentration and trend strength with a signals dashboard like Prospero AI, then make the call myself, no magic bullets, just a quick second opinion.

Pleasant-Monk7

I get the rush of that 342% win, but I gotta be real with you - going full port on options after one hot trade is how people end up broke. That AMD call worked out, but options are asymmetric risk. You can lose 100% of your premium while a stock can only go to zero. The fact that you're comparing a 2-day options win to a 2-year stock hold shows you're looking at totally different time horizons and risk profiles. Before you liquidate, maybe spend a week learning what actually moves options prices - IV crush, theta decay, strike selection - so you're not just chasing the last winner. If you do want to explore options more seriously, we built FunRobin to help people understand the basics of calls and puts without the overwhelming chain data, but honestly the real work is learning position sizing and risk management first. That's what separates people who get lucky from people who actually build wealth.

Pleasant-Monk7

Hey, nice gains on PLTR. That's a solid exit strategy, especially locking in profits and rebalancing into AMD. Not gonna lie though, this post doesn't really touch on options trading, so I'm not sure how much value I can add here. But if you ever get curious about using options to hedge positions or generate income on holdings like AMD, feel free to reach out. Options chains can be intimidating for most people, but there are ways to make them way simpler. Cheers, FunRobin

NuancedFlow

AMD doesn’t have fab capacity

SomeJacadd

Intel and AMD are raising CPU prices amid shortages and rising costs, and with DRAM prices also surging, the PC market and makers could be hit, media report. Both CPU makers are said to have nearly sold out all server processor capacity for the year, both for AI and cloud servers.

Internal_Field5970

Silver, the AMD of Metals 

andytobbles

Not even a hot take, shit could be close to 300 and I wouldn’t be surprised. People here are severely underestimating the massive growth cycle AMD is undergoing over this year.

DryBicycle5629

AMD 250 before Feb 1st, you heard it here first