AMD

vishtratwork

AMD was not that long ago too.

RougarouStew

AMD is a pump and buy puts machine

borat_he_like_you

AMD is not really making a dent in Nvidia sales if their gross margins are over 75%

Nevsanev

In before, company share jumped a lot with OPEN AI deal. Now they crushed harder if anything related to OPEN AI ORCL, MSFT, AMD, NVDA OPEN AI is the biggest AI bubble

TechnalityPulse

As others have said (less helpfully) if you really want to boot steamOS, you can. https://help.steampowered.com/en/faqs/view/65B4-2AA3-5F37-4227 It will, in theory, run on basically any AMD device without issue from reviews I've seen about booting it. Intel/Nvidia is less likely. The problem with Linux as a whole for gamers is that gamers are generally a lazy bunch. There's a bunch of hoops you have to go through for gaming on Linux, that yeah SteamOS, Proton etc. take care of, but if you don't fit their pre-configured mold any issues you might run into is a... "YOU" problem.

2pleez

AMD when (if) it fills earnings gap, DCA into IBIT, TSLA, SOFI.

Mysterious-Device-53

Just food for thot- AMD got down to $76 in April

LowWind7998

Well it ended down today.  I need it to go down.  I wouldn’t invest in it going up either way. Nvidia is better and cheaper if you want to buy. But both overvalued and running on hype.  AMD=advance money destroyer . Not if but when. 

Dependent-Goose8240

You know what I hate? Mother fuckers who come in all high and mighty when their ports are doing well, but as soon as the script turns and they're in shambles, they stop coming here. Fucking pussies. Yeah I'm talking about you averyveryuniquename whatever the fuck AMD bull, and many others. If you wanna give it, learn to take, or never give it at all

greyenlightenment

AMD vs ORCL which will fall the most ?

Rico_Pobre

This is great advice, and will consider it for my AMD $125 12/26 LEAP as well. That one is up 166%.

MitchRapp1990

UBER AMAZON DATADOG AMD AIQ ETF BOTZ ETF MSFT Little bit of CRM (salesforce) I am buying these.. How to these sound for the long term (5 to 10 years)

jensenskawk

Go read the latest research in process nodes and you'll understand why on ASML is the only company in the world that can make these machines right now. These aren't fucking TEMU trinkets, retard. CUDA is so entrenched in the software stack and everybody uses CUDA. AMD can barely advance with its ROCm. Other companies can and will try but they will be distant second. TSMC already building 1.4nm fab. Of course they forecasts the supply and demand - that's why they are building MORE FABS. They will continue to build more as FORECASTED DEMANDS ARISE.

frumpydrangus

GOOGL, NVDA, AMD propping up the entire nasdaq

Stockholm86er

Haha I bought in on Novo at 300 and 290. I'm a long term NVDA and AMD holder (check my history).

Ill-Ad1603

Add AMD and NBIS to that list

Ill-Ad1603

Holding 200c NVDA, 240c AMD, 105c NBIS calls expiring in Jan 2026. Am I cooked?

Lime1028

1. I never said they would copy the chip, and importantly, you absolutely can copy a chip, it's the wafer you can't copy, but you can copy the machines that make them. 2. The CUDA moat is being filled in. I know people at both Intel and AMD who are working on projects, including branches of SYCL. You think billion dollar companies are just going to let NVDA dominate this space forever? 3. TSMC forecasts their supply years in advance. All the space at the new fabs is already booked.

555-Rally

H20 is kneecapped H100 (go back to 2022 Nvidia gear), limited at 400w vs Ascend 920 6nm chip in production this year. Further, if AMD can't compete with NVDA because they lack CUDA...its even worse for Huawei chips. Comparing 3yr old, performance limited AI hardware, which lacks a real software ecosystem from 2022 to current gen is NOT competitive. And doing that...in an AI market that sinks if it doesn't come up with new features at the end of the month. Huawei 6nm chips are older fabs....TSMC drops from 3 to 2nm (30% increase) this year, NVDA will get on those asap. China can do it sure, and they can use 3x the power, spend 6x the effort at ever step...to chase the AI crown. They don't even need to though, they can just rent, reverse engineer, steal the tech, whatever "the capitalist pigs" come up with can be had just a couple years behind and build more of it faster and cheaper. They aren't at the bleeding edge though. They are at best 3yrs behind in hardware and at best 6months behind public ai capability.

Ill-Ad1603

Give it to me straight doc, are Jan 2026 NVDA 200c, AMD 240c dead already?

Inittowinit1104

Don’t get nvda puts. Pick a weaker same sector name like coreweave or AMD —->. Owning Nvdia puts is just lunacy and small minded.

HybridAthlete98

Same but with AMD. Bought in during 2021, it dipped hard in 2022. Kept adding shares and didn't sell. This year it dropped again to low 90s (someone's "liberation day" bullshit) and it went up above 240 this month (and now dropped to 200). Sold the majority of my position when it hit 185 in August, though. Really could use the money and it sometimes kept me awake and always checking the stock and news. Still hold a smaller position but no longer feel the pressure to act and read all the time.

jensenskawk

Lmao you can’t copy a fucking chip retard. They don’t have the machines to make the chips at the same process node. TSMC arizona is not even at full capacity. Again TSMC is already building nee fabs and two are coming online soon. CUDA is a huge moat. AMD is a the closest thing to NVDA by a huge margin and even they are 5 years behind. Go play with CUDA and you’ll understand why NVDA is king.

FraserValleyGuy77

The good thing about losing your ass on AMD is that annoying Lisa Su fanboy shuts the fuck up that day

No_Driver_3303

I absolutely agree, Intel is the only chance to manufacture in the US. You can’t really start a new company for that, Intel have solid fundamental, employees etc. I wxpect Tesla, Qualcomm and AMD partnership soon.

Hungry-Rain-6740

anyone thinks AMD has chance to be at 225 in the next 2 weeks ?

Jabbermouth

Way too much crying and not enough plays being dropped in this thread AMZN $225c 11-28 AMD $215c 11-28

Ok-Elderberry5771

Not -90% but I was down -74% at my worst and then went into the green (somehow) on an extremely lucky AMD position. Literally saved my account

tails2729

Finally sold my AMD and NVIDIA today after a few years of holding. To evaluate buying back in next year

FraserValleyGuy77

everyone fomo into AMD please

Ill-Ad1603

All AI stocks oversold… ORCL, AMD, NVDA.

jiggolo420

If NVDA can go green you can too AMD

MiddleFishArt

Nvidia and its competitors AVGO/AMD are all really high, so in that field it *is* a rising sea lifting all boats situation. Nvidia is not a competitor with Amazon, so they’re part of different (albeit indirectly connected) “sea.” I think a few sectors of tech will come out ahead, not necessarily one or two specific companies.

BigwaveBay

By your lack of grammar I’d say you should reverse who is what. I was comparing singular stocks to prior prices for those singular stocks. I’m not making a comparison between two. Your logic was a poor attempt at either gaslighting or missing my point. AMD used to be $2. It’s now $200. Yes, the company did a lot better, but maybe just maybe valuations are either overhyped (way too much speculation) or there was entirely too much money created. A combo of the two could have happened. Stocks trade according to future profit expectations. We are in the everything bubble and/or end stage capitalism. Don’t worry I’m not going to get hurt out there because I’ve already made my money. But I also do a much better job at arguing than yourself.

Wickrest

Webull crushed earning and the stock dropped 7% close enough welcome back AMD

dookboy69

AMD bought at $78. Sell at >$200?

RougarouStew

Why didn’t I get AMD puts when it was at $260 😭

davidbigham

AMD under $200 . o7

halfmanhalfrobot69

AMD has been absolutely wrecked

gurupaste

I knew AMD would dump hard a month ago, but I would have still lost money if I followed threw with it because I have the worse timing in the world. I really didn't think the stupid pump would last this long. The market can stay irrational longer than you can stay solvent

LowWind7998

AMD cost more the NVDA. LOOOl Advanced Money Destroyer has takn the lead and your funds.

Low_Plastic363

I don't believe rate cuts are really driving this. I think there are many factors, but one is concern that companies pull back on their AI capex and don't actually follow through with pledged purchases (including from NVIDIA/AMD, etc.).

Infinityy100b

All the companies that are being connected around the circular financing in ai are getting punished from the last 2-3 weeks be it Microsoft Nvidia coreweave Oracle Amazon AMD etc. All the companies who jump because of openai deals are getting punished. Maybe the ai bubble is bursting. By the way you see a pattern all these companies were kind of batting against Google it is green touchwood

Infinityy100b

all the companies that are being connected around the circular financing in ai are getting punished from the last 2-3 weeks be it Microsoft Nvidia coreweave Oracle Amazon AMD etc. All the companies who jump because of openai deals are getting punished. Maybe the ai bubble is bursting. By the way you see a pattern all these companies were kind of batting against Google it is green touchwood

LowWind7998

Puts on AMD . Im a bear. FuK MeH. Long calls on RBBN. Whatever that is. loool

Tim_Riggins_

!banbet AMD $220 3w

Patient-Comedian8685

Not gonna make any moves today but probably gonna sell AAPL BRKB and move it all into more AMD and NVDA next week

NatteZeeKoe

AMD down 30% last month making absolutely 0 sense

cow_grass

AMD loosing all its openai deal gains.

Try_finger-but_hole

Amazon, AMD Netflix . I also hold Bmnr and Coreweave now, which I am optimistic in the future. And if I am proven wrong, I have a tax harvest backup plan. The wise thing is to just cell covered calls if you are able to, and if you are not, you just wait with a plan or you sell. If it bothers you a lot, you probably over allocated in the first place and that’s a lesson you will learn.

TheGraeme95

AMD sub 200 😭

a_human_21

Everyone talking about Nvidia sell-off meanwhile AMD is regaining it's destroyer title

Glock7enteen

AMD was 260 just 6 days ago Nvda was 196 just yesterday Fucking insanity

DrummerCompetitive20

People care about the Forward PE. The current pe is due to acquisitions which doesnt matter. The lower forward P/E reflects the market's expectation that AMD's earnings will grow substantially

Big-Judgment3680

AMD has created probably a generation of indebted Americans

CarefulAd4757

AMD broke below 200

Jackiemoontothemoon

AMD has gap to 170 and looks like it wants to break down

DrummerCompetitive20

AMD has gone from 270 to 198 in a matter of 48 hours LOL....WTF

Feeling_Syllabub_270

AMD is probably go in nf back to $70

martijnfromholland

I bought AMD YESTERDAY. Could've saved 50 euros.

vgavina10

I think we got back up from here. $AMD and $LULU

vermilli21

AMD LMAO, where is that LISA SU flair fuck at…he’s been quiet lately

TheGraeme95

Oh AMD give it a rest

Ill-Ad1603

Are my Jan 16 2026 NVDA 200c, AMD 240c and NBIS 105c dead in the water?

Plastic_Barracuda711

Sold AMD, bought GOOG

Ill-Ad1603

Nvda and AMD caught in this hellfire

Plastic_Barracuda711

long term, GOOG or AMD?

PriorCaseLaw

In most cases the only way I ever got back was by doubling down... I had bought AMD like $100 a share and I bought it when it was at its low around $2.50 brought my cost average down to like 10 bucks..

Significant-Zebra-17

You need to have chip exposure, and AMD is suiting around 450B

Happy-Champion1661

replace AMD with GOOGL and this holds very nicely

Significant-Zebra-17

AMZN, META, MSFT and AMD- generational opportunity

Significant-Zebra-17

Guys, don’t miss the dip, this is the ti to BUY META, AMZN, MSFT and AMD. DONT MISS THIS OPPORTUNITY

RedBrowning

You obviously have not been paying attention to the details of NVIDIA's technology NVIDIA licenses ARM for all its SoCs. This is not like the Alter a acquisition because NVIDIA is already using and dependent on ARMs IP. ARM CPUs are used in virtually all cell phones and mobile devices. Acquiring ARM would've enabled NVIDIA to easily enter that market and would've greatly decreased NVIDIAs SoC risk due to their dependence on ARM. It would also have enabled NVIDIA to compete with AMD and Intel in the CPU market.

YesterdayAmbitious49

Anyone buying $AMD after the sharp 22% pullback or are we waiting to catch a deeper bottom?

Longjumping_Steak724

!banbet AMD 225 30d

Valueandgrowthare

AMD

doc_trades

Damn what happened to your boy AMD?

BigwaveBay

Actually it does. It shows how the market is overvalued. AMD traded near $2. Bitcoin was a fractional percent. Facebook traded in the $20 range ten years ago. Even your dividend stocks are up at least double if not triple. What changed? AI doesn’t have the energy to scale to profits. So yes, the market is overvalued. The fed and treasury will try to keep the bubble going, but ultimately all bubbles pop - because bubbles are speculation.

ttkk1248

Thanks for pointing that out. AMD pe ratio looks to be 107. That means their earning over stock price is under 1%.

ECHuSTLe

Up over 100% off the April lows in AMD, NVDA. 75% in GOOG, SHOP, RDDT… buy the dip on quality companies.

wilhelm96

AMD and MU nothing looking at a close under 200 today

Quick_Scientist_5494

I have Nvidia, AMD, INTC, Broadcom, WDC and TSMC in my portfolio. Should I sell all these and invest in Google, Walmart, Berkshire, etc ? Or Should I hold and wait for an upside ?

Heineken_500ml

SPY 650 NVDA 175 AMD 200 META 585 all at the same time. META 25% from the top and NVDA 15% from the top. Can't be a coincidence, this has to be the bottom.

Glittering_Water3645

Everyone will have different prices for when they buy, hold and sell each stock so there´s no universal price targets here. I have the strategy to buy when there´s extreme fear in the market. I look at companies with a low forward PE relative to forward estimated EPS growth + dividend (PEGY) and a good historical ROIC with a good balance sheet. I´m a buyer of AMD, META, paypal, adobe, pinterest, betsson, amazon, nvidia and uber at todays prices (among several other) I believe microsoft and googl are traded at fair value. I´m holding googl currently. Apple and costco is in my opinion way overvalued.

TheGraeme95

pls no sub 200 AMD

jraiv420

AMD gap down to 160

jraiv420

AMD will fill the OpenAI gap if it falls below 200

Disastrous_Rent_6500

I agree with you, we’re at max fear, and where heading into shopping season easy buy. My buys are AMD now, CSU and NVO long term

hopewellroad

I need Google to announce a 20 GW deal with AMD today or I’ll be filling out an application at Wendy’s

FormedOpinion

been buying NVDA, AMD, INTEL, BTC and SPY since 2018, time to collect the harvest before everything goes to shit.

Financial-Mud-2433

AMD trades like a leveraged ETF

LowWind7998

I’m in tech, can confirm almost every computer uses AMD or Nvidia worldwide . Nvidia being the king .  Not a ponzi but the hardware alone is the value not this AI crap.

Kickboy21

Lol i havent checked AMD price in a week and this shit dumped $40 LMAO advance money destroyer

Some-Tomorrow

I received a lump sum and thought I want to live chill for a while, so I put a big portion of it into META AMD NVDA 3 weeks ago. Now I need to pick up myself and get back to Wendys (not literally Wendys but Starbucks or McD or other similar places) :/ :/

Cosmic-Horror-Cat

Invest in good companies and hold for a long time. If something fundamentally changes about the company and you don't believe in it anymore (for example Ubisoft), relocate your investment to another good company and hold some more. It should be that simple, no? I'm a very risk-tolerant person and have 100% of my money in AMD (down 21k since I invested), but not even I would be willing to actually gamble with day trading or stuff like that. You can't predict this schizophrenic market. All you can do, is to invest your money into something you believe will have grown over the next 5, 10 or 20 years and for your investment to grow with it.

ajarbyurns1

From numbers alone, it seems like a big win for AMD, but how do you think OpenAI could pay that amount? OpenAI revenue was 13 billion and at the same time they were running at loss. Though I did recall that NVDIA wanted to invest 100 Billion in OpenAI. I also recalled the deal involved AMD selling 10% of its stake to openAI

TestWorth9634

My Stocks Watchlist: $META $AMD $NBIS $CRWV $MAAS

unholy-confetti

i've become long term investor of AMD and AMZN

Shaykea

AMD makes some great computer processors yet they had a drastic fall yesterday, it's certainly not that.

Jay3377

AMD looking at that 160 gap fill