AMD

AdrianBrodysNos

My most recent blunder is buying AMD at an average of about $100 early last year, held until march 29th this year. Sold at a touch over $200 so obviously it was a decent profit but starting April 1st AMD launched to where it is now. I did not want to sell either, I had to dump it for the cash to avoid a margin call.

Nirvana68

I know it's crazy. MU SNDK WDC ARM AMD INTC NBIS AEHR .. buy them all cling your eyes. . lol

Nero23x

Microsoft reminds me of AMD from last year , it was clowned non stop , and now it's leading semis ..... Just watch Microsoft comeback like that . Just kidding Microsoft is dog shit and should be delisted 🤡

Nero23x

Microsoft reminds me of AMD from last year , it was clowned non stop , and now it's leading semis ..... Just watch Microsoft comeback like that . Just kidding Microsoft is dog shit and should be delisted 🤡

Half_Cash_Half_Stock

Same bro. I was in NVDA, AMD, MU, and INTC. Sold for 20-80% instead of 500-1000% 

PhgAH

Yeah wsb back then was like 50% AMD & MU funny enough. I got some gay bear angry DM when I pointed out that Ryzen 1 was an insane product and INTL gonna shit the bed soon. 

kseps1983

Same thing happened to me with AMD

Dracolique

Dude moaning about his $29 AMD "bags" in that thread 😭😭

Illustrious_Bag_7323

What's older? I'm just shy of 50 and most of my personal stock is in tech. I have a 401k as well that is more mixed, voo, spy, qqq, etc... I have tsm, Nvidia, broadcom, Google, Apple, AMD, and a bunch more

MayorMcCheezz

What a different time. People in the thread complaining about 29 dollars a share AMD bags.

edweirdmuybridge

Roughly 15 years investing 100% in single stocks. First five years were tough because I was basically aping other people’s ideas and being manipulated. I was definitely underperforming SPY. At one point I even owned shares in Twitter and IBM which I sold for a loss. 😭 Then I sat in on a lecture on heterogeneous computation and saw a glimpse of the future. Bought AMD and Nvidia. Branched out into semiconductor tool and material manufacturing. Started specializing in Japanese semiconductor stocks (eg Advantest, Tokyo Ohka Kyogo, Ajinomoto, Ibiden, Tokyo electron, Disco, etc). Played with some of the earliest GPT-3 models (eg Babbage, Davinci). I read about HBM, HBF and 3D integration doubled down on semiconductors and memory. And I stopped paying attention to politics. At the moment I’m crushing all major indices according to IBKR portfolio analyst. If I have advice it would be to look carefully at your interests/passions because that is your edge over the market. If none of these align with a strong investing theme at the moment then it’s probably better to buy an ETF.

montybeta

Legit shocked to see NVDA be a black sheep in semis. Crazy that the other hot names keep running when the forward p/e of NVDA is less than the likes of MU, MRVL, AMD, SNDK, etc. Once momentum runs out for semis and spcx, it's all coming back to safety in NVDA.

moldyjellybean

This sounds exactly like Oracle, Servicenow etc. The problem non of them can solve is they are all garbage products. You can fool a lot of old IT people for a long time. I still see old CIO, IT directors buying on Intel Xeons and Intel Ultras refusing to buy anything AMD for datacenter or enterprise. That type of thinking is also the guys still paying salesforce, oracle, servicenow etc. But now with $ being sucked from every hardware and softwawre they probably have to think for once in the last 15 years. I still don't know how these companies are worth so much

Humble_Daikon

Honestly share price is probably more based on vibes than fundamentals these days. My point is more that this is the type of company that is not going anywhere no matter what. As for the growth - the demand for compute is only growing. Today big part of that is AI, but there is also the boring part of storing and processing data. I feel they are in similar situation to Intel last year. Everyone was clowning on them, you could see headlines of Intel loosing market share to AMD. Their chips may not be the most exciting thing right now but something has to go in all those laptops companies deploy to their workers. And Intel has actual capacity to produce those. AMD sells barely anything in comparison. Similarly I think msft is sitting on massive pile of hard assets in data center infrastructure and those assets make them really good money even in without AI.

jcpopm

That's true, but then again the market that supposedly cares about P/E ratios also has AMD at like 170, INTC at 120, MRLV at 100, etc. Momentum is with semiconductors and when that meme ride is done it will move to something else. Maybe software, maybe garbage trucks.

Zwatrem

We're far from there, the industry is still booming. Then of course AMD is way different than SpaceX, but for some reason (ignorance I guess) you put them all in the same basket

Zwatrem

AMD: "We're growing data center more than the 80% rate we anticipated." Random person on Reddit: "It's a bubble for... Reasons."

Vast_Cricket

Taking profit is the right way as I really do not believe these chip will stay that high very long. The AI rally is gated by shortage in servers, memories and data centers. That goes with power, grid as well as finding water to cool them. I never had much stake in semi conductors as I have seen companies like MU, STX, WDC, AMD, SNDK fetch for low teens($) from $100s several times before. If you have losses time to get out use the gain to offset losses. The survivors always say we sold early.

RedditsFullofShit

AMD has been so fucky with its movements lately. Up 5%, down 5% day after day on no news or reasons. Yesterday down almost 5%. After hours up 2%. Climbed and held most of the day, sank into the close to finish up 1% and then immediately after hours goes back up 1%. Chip stock etc sure but the huge move from $460 to $540 seemed like a short squeeze maybe propelling it…..but it’s still been all over the place with 3-5% swings from day to day or even intraday…..on no news. I haven’t really noticed any other stock acting quite this bipolar at the moment.

verified-trader

**BanBet Lost** — /u/Reasonable-School226 (1W-1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $547.35 → $575.00 | +5.1% | 2d | Lost |

AB__17

watch them go like AMD now

verified-trader

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $575.00 (above) | $547.35 | $513.40 | +5.1% | 12 minutes | | **Record** | 1W - 0L | 100% | - | - | - |

Pie_Dealer_co

Dude are from some other world one Google search Does AMD design chips is enough to tell you yes heck AMD Wikipedia page says so. What the fuck are you smoking if AMD and Nvidia are not designing chips tell me what they heck are they doing?

Bazzer82

They hated AMD a year or two ago too. Look what happened their after it was stuck under 100 dollars for absolutely no reason.

huanhuanusa

Just wait, it’s been up and down this year and will be continuing until November. But I do say that you want to buy companies around AI, NVDA MU Marvel, AMD etc. don’t sell yet, it’s just how stock market always is, up and down.

fewthingsarerelated

Pure luck and holding through insane dips with MU and AMD calls

fewthingsarerelated

Sold my AMD calls nice

fewthingsarerelated

Go AMD go

fewthingsarerelated

Holy shit AMD I love u 😘

powertrippingmod67

MSFT is AMD last year

GreedyPomegranate391

My brokerage accounts beat it by very large margins because I have a lot of $AMD. My 401k is about the same as S&P500, slightly outperforming at least over the last year since I started tilting into more international. My Roth IRA severely underperforms due to all the gambling I do with individual stocks. I am going to stop doing that.

fewthingsarerelated

Oh fuck I just lost $10k on my AMD calls

grandfatherdog

Anyone in RXT? Is the AMD MoU meaningful or is this just a short term hype pump? I'm up 10% but doubt this has legs to keep running

fewthingsarerelated

AMD quit dicking around and rocket back up to $530

shamblingman

HOW?! PLTR is down $0.18 in the past month. How could you lost $400k in a month where the market has been amazing? AMD, NBIS, MU, DRAM, MRVL. Even if the shares you had went down, just hold onto the shares.

fewthingsarerelated

Let's go AMD time to blast off back to $530

neal_73

Good decision. I try to buy little bit of MU, SNDK and AMD whenever there's a dip.

fewthingsarerelated

Wrong way AMD

fewthingsarerelated

Looking for that AMD breakout back to $530

fewthingsarerelated

Leveraged to the tits on AMD calls

EricoS1970

I'd be wary of selling covered calls again, especially stocks that you want to keep for a long time. Just like my case with AMD, within 2 weeks it went to the moon. Rolling it didn't help at all. Now I am stuck with LEAPS, which screwed up my margin requirements ,so not sure what to do anymore.

sloanemonroe

So MU and AMD can hold up QQQ just by themselves? Everything else is red and QQQ is still up

fewthingsarerelated

Cmon AMD let's get another pump

jiggolo420

The feeling when you could have bought AMD a few days ago at 440 but chose NVDA instead. Is there applications for being a retard, or is this enough to certify me?

fewthingsarerelated

Quick $1400 scalp on AMD calls thank you market gods

option-trader

Nothing related to AI in there. MSFT is on the wrong side of the AI trade. All you had to do was buy anything AI related from CAT, VRT, FIX, to chips and memory like INTC, AMD, ARM, MRVL, MU, SNDK, and even WDC.

turnleftorrightblock

Does anyone know relatively new small companies in chip or memory hardware? Micron, AMD, Intel seem to have hit near the ceilings. I am waiting for the prices to drop (missed the window of opportunity yesterday too busy with quantum stocks, a stupid mistake, but it happens), but hoping for other selections.

Bleed_Green0_33

Roll it all into AMD and double your money in 12-18 months. 🤷🏼‍♂️

ebitdasga

wtf happened to AMD?

Shdwrptr

SpaceX hasn’t even manufactured a single v3 yet and ASTS is still well ahead in tech and will be at least close to full service by the time SpaceX goes live with their actual service. That being said, I’m sick of seeing the morons here act like SpaceX having a competitive service means ASTS is DOA. Do you really think that first to service gets to be a monopoly despite ASTS having more than half the worldwide MNO partnerships? Both companies will exist simultaneously like NVDA and AMD do

verified-trader

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $575.00 (above) | $547.35 | $506.69 | +5.1% | 8h 16m | | **Record** | 1W - 0L | 100% | - | - | - |

RuinousGaze

SVAQ DA with EigenQ [https://www.prnewswire.com/news-releases/eigenq-and-silicon-valley-acquisition-corp-announce-definitive-business-combination-agreement-to-create-a-publicly-traded-quantum-technology-company-302802896.html](https://www.prnewswire.com/news-releases/eigenq-and-silicon-valley-acquisition-corp-announce-definitive-business-combination-agreement-to-create-a-publicly-traded-quantum-technology-company-302802896.html) EigenQ's mission to develop and commercialize quantum technologies across security, artificial intelligence, communications, sensing, and computing ***Transaction Highlights*** * Transaction values EigenQ at a pro forma enterprise value of approximately$3 billion; * Transaction supported by approximately$215 millionheld in SVAQ's trust account, prior to shareholder redemptions and transaction expenses; * EigenQ is aQuantum Technology Companydeveloping and commercializing foundational technologies across Quantum Security, Quantum AI,Quantum Communications, Quantum Sensing, and Quantum Computing; * Driven by government mandate and market demand, EigenQ has developed readily deployable NIST-compliant solutions; * Technology adopted and commercialized by strategic alliances and channel partners, including HPE, AMD, WNC, and TD SYNNEX to support platform retrofit and integration, deployment readiness, manufacturing scale, and channel enablement across enterprise and public-sector environments.

Much_Candle_942

and you do this just before the Anthropic, OpenAI IPOs!  Nice..   Dig a bit deeper into history of narratives about companies. There will always be gloomy narrative when price is down. About Google - people said, "search is dead". About AMD, Intel - "these will never catch up with Nvidia". That's all quickly forgotten when price goes back up.

Elegant-Hat-8377

AMD literally 4-5x this year alone

mememan212

AMD once again being a little bitch

rollinhating

AMD is so predictable, 8% up followed by 6-7% down followed by 7-8% up. and repeat

FNFactChecker

Trust me brother/sister, we all have "regrets" in our investing journey. Psychologically, the sting of what-could-have-been is stronger than the relief of thank-goodness-I-did-that. As an example, I think more about exiting my AMD position below $50 more often than I think about the VTIQ call position I sold at the literal top when it converted to NKLA. It collapsed the very next day. The beautiful part of the uranium trade is that you can simply keep adding to your position and increase your hedge size accordingly while you wait for sentiment to shift. We've got companies in nearly every part of the AI stack going 10x on flat revenue because management keeps saying "the backlog is growing and we're ramping capacity to meet the demand" Meanwhile, Cameco has legitimately doubled their revenue in the last few years and EPS is 6x what it was. What happens when LEU posts their first billion-dollar revenue year? At the current 7x P/S multiple, it's a $350 stock. If EPS hits $10 (not unrealistic), we're looking at $350-400 based on current P/E multiples. Multiples expand as growth accelerates, so retesting the highs at $465 is not a ridiculous bet to make with shares as long as you buy insurance. Commodities come with a nore drastic left-tail risk, but hedging is much cheaper than a growth-heavy portfolio if you set it up well since there are low-IV tickers and setups readily available. Quarterly put spreads are easy to set up, and free if you're able to leg into them. Buy the long put first on an up day and then sell the short legs against them on a heavy red day for the sector.

thasparzan

This is easy 1. Sell all NVDA 2. Buy more AMD 3. Wait until you lose money on AMD, then sell for a loss 4. Buy NVDA again after it goes up 200%

Jazzlike-Plate

I had a very small position in Intel and another in AMD. Initially, I was allocating 10% of my portfolio to individual stocks, which included these two and 2 others. I hadn't touched these positions and had sold the other stocks. I decided to keep these positions to be no more than 4-5% of my portfolio. The idea is that if I lost them, I could make the gain back with my core in a year or so. This year both blew up to become a lot more significant part of my portfolio. I decided to just not touch them. I have not put any more money and I will just invest in my core. They are still a small enough amount, to where my portfolio will be big enough in a year or two that a complete loss of those two won't matter too much. At the same time, the sum has grown enough to where if it goes 20-30x (not saying it is realistic), I will actually notice a significant gain. I think the last part is key for me. Having 50€ in a highly valued stock doesn't do much. If it goes up 30x, you don't even have 2k. Unless it does that within a short time of buying, the rest of your portfolio will far outgrow it, assuming regular deposit and broad diversification. In the end, you should decide how big you believe the risk is and what your goals are. Just some food for thought.

Inst_Sock_Sales_Rep

AMD call holders gaped

I_am_Nerman

I just checked AMD price yesterday for the 1st time in months and my jaw dropped. Fuckin A

Slightlybadpicks

I sold AMD at 220 to buy ORCL at 240 in November 🫩

CleftyHeft

AMD and other hyperscalers are looking for laser capacity as well as the entire industry's capacity has been bottlenecked/scooped up by NVIDIA. AAOI can provide

MidnightDetours

I had a family member pump $725,000 USD into AMD maybe 2 1/2 or 3 years ago when it was $68 or so on my advice. At the time Nvidia was skyrocketing, and I knew eventually AI would cause AMD to also skyrocket. This was the metric my Uncle and Aunt used to make the investment. AMD is currently $507.29 a share. This family member lives in the Philippines. Their stock is currently worth $5.4 million USD or ₱315.9 million PHP. My Aunt and Uncle own a Jollibee and a 7-Eleven franchise in a strong provincial location as their main source of income. My uncle started out as a sari sari owner many years ago, and my cousin still runs that sari sari store today.

LightAvatar

6/18 297.5 call option at $335 bought at $120 Take the money and run? I was to see what 10 am tomorrow brings. I want the psycho AMD style 20 point correction boom baby. Let's go!

Shoganai_Hito

Any good MU proxy plays for next week earnings? Thinking: WDC, SNDK, AMD. Probably just gonna yolo some WDC 2028 leaps… the momentum seems strong with that one

LowBread9264

If I was a fund manager, I would want the stock to remain low for the longest time (like AMD and MU in 2024) so that I can buy more shares every day without affecting the stock price. I would want to keep the stock down every positive earnings to trick retail investors into selling their shares to me. When I feel the semi conductor market is slowing down due to retail pumping it less, I would then transition over to SaaS companies. But I am just some random guy so ignore my reasoning.

nonresponsive

Not just Tesla, just gather up a bunch of companies that always have "potential", but have smaller market caps. Like Intel and AMD. Make them look nice, shine them up with some government contracts. If he wants to take on Nvidia, I think that's the best way.

CockSmash69

AMD $600 MU $1200 tmr

version-two

The only thing I’d do is take some AMD and stuff it into MU. If that’s your cup of tea. Otherwise, hold.

Inst_Sock_Sales_Rep

Su rotating out of AMD and into SpaceX

uknowsana

I would exit out of AMD as well alongside NVIDIA for now. And wish you best of luck for reaching your goal of $1M.

illinformed-will

That's the way Today on a dead cat bounce on AMD i saw AMD 515.TCIOPENV shoot back up to 1.2 from a bottom at 0.3 in less than 30 minutes (AMD 515.6 -> 525.05) Opened at 2.84 today, 0 before close

brillrededm

Emotionally I haven’t recovered when I exited early my AMD 10 calls Strike $487.5 at 1:02pm on Thursday just before 🥭announcing peace deal.

Andrew_7032

what if you knew AMD was gonna triple?

Andrew_7032

Not exactly double, that's beside the point. Put profits would be huge. AMD is 300%? that would tripple.

PlanSeekX01

Holy fuck AMD down 7% it shit the bed that hard?

No-Example-5107

Bought some Outlook Therapeutics (OTLK) today. Today the company's announcement that the **FDA has accepted its resubmitted Biologics License Application (BLA)** for **LYTENAVA™ (bevacizumab-vikg)** as a treatment for wet age-related macular degeneration (wet AMD). FDA acceptance means the application has passed the initial filing review and will now undergo a full regulatory review. It is not an approval, but it is a necessary step toward one. The drug had previously received a Complete Response Letter (CRL), so investors were waiting to see whether the FDA would accept the resubmission. Acceptance reduces a major regulatory uncertainty. If approved, LYTENAVA could become the first FDA-approved ophthalmic formulation of bevacizumab for retinal diseases, which represents a significant commercial opportunity. It has a 60-day FDA review clock, and a good chance of getting approved, perhaps in the 60–80% range (ChatGPT estimate). I expect it to go higher in the next couple days.

BadaBingSil

short $AMD 560-570 call spreads long $SPCX 175 puts call me a gay bear the way i be gay

WorldlyWar2143

Ight im down 1100 holding TQQQ/SPXL/AVGO/GGLL/AMZU/SPCX/AMD

BadaBingSil

nice! good luck! I sold 560-570 call spreads on AMD was thinking about selling the 185 strike but I'm too bearish maybe tomorrow if green dildo

DrAbeSacrabin

Taking the starlink aspect out (the only thing that makes money) it’s essentially a AI and Space company. We don’t know what either of those areas true worth are, but there is a lot of institutional money tied up in AI success, so I’m skeptical SpaceX fails simply because it would domino the other AI companies and the stocks tied to them. For the big institutional investors it’s better that SpaceX does well because it boots the other competitor AI companies as well as all the others tied to it (Nividia, Intel, AMD etc…)

BadaBingSil

proof that chatGPT is trained off reddit (I have never used the word regard with it, but I will call it ret\*rded from time to time) when reviewing my AMD credit spread "with only 2 days left, that’s a pretty nice cushion unless amd goes full regard rocket mode"

Old-Wash-3193

!banbet $AMD 550 2d

Old-Wash-3193

!banbet $AMD 550 2d

bullza123

you were posting less than $10k positions a month ago from robinhood saying first time posting on WSB and a 6k gain. You also posted 2 months ago on WSB with a $500k AMD gain........ i sense screenshot theft

No-Example-5107

Bought some Outlook Therapeutics (OTLK). Stock is up about 30% today. The catalyst driving [**Outlook Therapeutics (OTLK)**](https://ir.outlooktherapeutics.com/?utm_source=chatgpt.com) today is the company's announcement that the **FDA has accepted its resubmitted Biologics License Application (BLA)** for **LYTENAVA™ (bevacizumab-vikg)** as a treatment for wet age-related macular degeneration (wet AMD). FDA acceptance means the application has passed the initial filing review and will now undergo a full regulatory review. It is not an approval, but it is a necessary step toward one. The drug had previously received a Complete Response Letter (CRL), so investors were waiting to see whether the FDA would accept the resubmission. Acceptance reduces a major regulatory uncertainty. If approved, LYTENAVA could become the first FDA-approved ophthalmic formulation of bevacizumab for retinal diseases, which represents a significant commercial opportunity. It has a 60-day FDA review clock, and a good chance of it getting approved, perhaps in the 60–80% range.

wowthisislong

AMD might be a cryptocurrency now

bearhunter429

You must have never heard of Microsoft, Nvidia, Netflix, AMD....etc. LMAO🤌

Psyclist80

NVDA topped out, AMD has runway

Mental_Object_9929

The issue is that I cannot sell put options without having the necessary cash or margin in my account. Since all my capital is currently tied up in AMD, I need to consider the significant opportunity cost involved. If you hold cash specifically to sell put options—essentially a strategy to generate "rent"—your returns are capped at the premium received. Given how frenzied the market is, the opportunity cost is substantial; you might miss out on massive gains—potentially hundreds of percent—simply because you chose to sell puts instead. On the other hand, if you could sell those puts without needing to tie up cash as margin, then the strategy would make sense, even if it carries relatively higher risk.

BadaBingSil

I'm short some $AMD call spreads my theta is 450 the spread is worth $900 right now so about half of the intrinsic value here is theta and it's working in my favor feelsgoodman #thetagang

Tendies_Secured

Realize some losses, and offset those losses with realized gains from AMD/GOOGL if you want. Then, you can reallocate the sales proceeds into other names or products as you deem fit. Concentration risk can be good, but is by nature way more risky. You can reallo and diversify risk with minimal tax consequences here if you'd like. Your money and your risk tolerance, though. I'm not managing for clients anymore but I personally shoot for <10% in one position. Just whatever you're comfortable with.

BadaBingSil

thanks for this V! was looking for an opportunity to sell more AMD calls you guys should totally buy the 560 calls for Thursday they're definitely not overpriced or anything

Bonkers119

INTC and AMD fucking me today

mustafar0111

Yah, I don't like buying in once the price gets a lot over $200. I try to find the ones sub $200 which I think can run long. I wish I had bought AMD earlier back in 2016 but I still did more than 2x on it. I bought in when they announced Ryzen. But all my positions are medium to long term bets.

BadaBingSil

AMD = Advanced Money Destroyer OG's remember you motherfuckers gonna learn today

TrickyDickCheney

Intel, AMD, mu, Goldman, riot all look like double tops and most importantly qqq too.

BadaBingSil

if you're unsure about where SPY is going to end up at end of day see: AMD, AVGO, INTC semis under pressure

achoo_blessyoo

I feel like AMD is going to earn its old nickname back any day now