AMD
Advanced Micro Devices Inc
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Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Tried self investing again this month since 2021…
Day 4 Update: Letting AI manage a Robinhood portfolio
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space regard checking in before launch.
The SpaceX IPO will be the next "housing market since 2020".
Which AI stocks will be a winner for coming years?
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
AMD fell around $40 since close.
When are you guys selling Semis? $AMD keeps chugging up.
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
AI infrastructure is turning the whole market into one giant NVDA side quest
AMD’s price has massively detached from forward earnings expectations
Thank you Marvel, micron, and Jensen
Thank you Lisa Su! Arvind and spez please take it from here.
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not
22 HOURS LATER 20% UP ticker (RTKO)
Goodbye Hoth Therapeutics, Hello Rocket One
Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?
Up 300% on my AMD investment. Should I sell, hold or keep buying?
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 📈 📉
The most unnecessarily autistic thing I’ve ever built.
Mentions
**BanBet Lost** — /u/CEOofBeanz (0W-1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $542.06 → $600.00 | +10.7% | 1d | Lost |
Today has been a good refresher that QQQ is not exactly the same holdings and proportions as the Nasdaq 100, and a review of it today reveals it's much more overweight semis and hardware than I thought. For example it holds much more Micron and AMD than Microsoft or Google, even though the latter are much larger market cap. This is how we're managing to see all the traditional big tech companies green today but QQQ deeeeep red
Stacy ragson is a #1 wallstreet investor apparently who “called it” on Nvidia. Last year on AMD, $85 EOY price target. This year, $600 price targets. They are more regarded than us my guy. Or keep listening to them and lose money 😭. Inverse world best. Inversed wallstreet on AMD, boom 5x return 1yr
You can tell this dip is fake and gay cause AMD is still over $500
AMD's trailing PE isn't near 200 if you don't consider the effect of the xlnx amortization.
AMD's trailing PE is ~200. It's forward PE is ~60.
Next headline when these companies rise by 2-3%: "Nvidia, Micron, AMD lead tech growth as AI trade heats up". The irony of AI creating these headlines is not lost upon me.
If MSFT reduces Capex on semis crap, MU and AMD bag holders will be created instantly
Trying to do my first covered calls today. I have roughly $250k (484 shares) of AMD stock and I'm aiming for a target exit of $600. I'm confused how the premiums work and what I should realistically set my expiration to. Would 1 month exp at 600 be realistic/ideal if the goal is to liquidate my stock in the next 3 months?
AMD has a PE ratio near 200.
This woman is carrying on the Automatic Money Destroyer legacy AMD left behind. Bless her soul.
They've run up so much in the last 3 months. AMD went from 190 to 550.. now people are freaking out because it crashed to 518??? This isn't even close to a crash, never mind a correction!
You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%
Trading isnt fun anymore, my darling AMD is trading too high. All these stocks are like 500 a share. I want to buy a lot of shares!
Perfectly positioned today took profits on my gap down CRWV and IBIT positions now hoping AMD doesn't tank farther from here so my Iron condors can print.
Had a trailing 5% stop loss on my DRAM/MU/AMD position. Immediately all executed at market open. 70k down today still 100k up over the last month. Hoping funds settle and I can buy back in before earnings.
Money finally rotate from MU SNDK and AMD into MSFT!!!
I think MU will beat earnings. It will be down to guidance, IMO. I think 4 out of the last 5 earnings MU has dropped, but then rallied to ATH. That last earnings drop was due to the high capex spending, but if I recall everything else was good. MU may drop more heading into earnings and even after. I don't think it will drop much under $1,000, but it could get down to that number. Today is red across all semis and tech so it seems it is macro more than just MU's earnings. Anyway, it is probably a good buying opportunity if you're wanting to get into MU, STX, WDC, AMD, or TSM. Not financial advice, just one poor soul that is heavy in the red today
just logged in, why the hell is AMD down $40 in pre market
Lmao SPCX MU AMD bag holders incoming
The majority of my gains this year are literally from MSTR puts and I own a lot of AMD…
Just buy a bunch of shares today of AMD’s 2039 equivalent.
Some dude in the comments on that post was calling himself a dumbass for holding AMD at $29 in their IRA LOL I hope he didn’t sell too soon
Y’all were quick to forget that AMD stands for advanced money destroyer
"*Is it rumors of a miracle top secret chip or processor, is it mindless retail investor greed, is it Intel buying back its stock.*" Really if you're asking those questions you have a lot to learn about investing. Great companies can lose money - just look at Uber (who lost money for decades in the beginning), Boeing, etc. If you missed buying Intel at <$19 just over a year ago then you probably don't know the tech industry and/or you have no idea how to use your platform's scanner tool. You have a company that the world depends on to make server and client chips - a tens-of-billion dollar run-rate business. Whether Intel is profitable or not, this business is massive and constant like a treadmill. They have only one competitor in this business, and even so they have the majority of business. But that's not all. They are now a foundry. Not just any foundry, *but one of only three companies on this planet that make the most important product to mankind right now* \- advanced semiconductors. When you want to train AI, or make self-landing rockets, or cars that drive themselves, or forecast weather, or deliver a Google search or a Facebook photo recognition...the list goes on...you need leading-edge processors and all of them come *from only 3 companies on this planet*. Forget the Strait of Hormuz - if these three companies shut down then life as we know it on this planet would disappear overnight; you'd only be using only cash at the store and sticking an antenna on your roof for TV to get the weather. "*So what triggered this 250% increase in stock price.*" You're looking at it backwards - it wasn't an increase, it was simply a recovery...and then some. INTC was severely depressed from a loss in revenue and margins, the fascinating details of which I'll skip for brevity. Here's some things that were notable in the beginning of 2025 when the stock as $18, all of which made them a no-brainer for investing in: * Although Intel made the most advanced chips in the world, they only made them for themselves. Then they announced they were becoming a foundry for anyone. Any investor in tech should have sat up and taken notice at this major development - this is HUGE news. They were now going to be open for business to anyone. * The x86 market is *enormous* and *constant*. This traditional business keeps the money machine running while Intel starts it's new foundry business. * It's hard to overstate the importance of being one of three companies in the world making the most critical products on the planet. * At $18 INTC was trading at *book value*! What does that mean? It means that as an investor you simply cannot lose money in a F500 company that has a run-rate business for one simple reason - the stock simply cannot go lower. It was trading at the value of all it's fabs, building, equipment, etc. and could have been bought and parted out on eBay for more than the stock price. This literally was a stock that was bottomed out making it the safest bet in the world. (*If you're not using your scanner for large successful companies trading at book then you're not doing your investment homework*). Yes Intel has had several years of losses, but that statement alone is pretty shortsighted. Intel has spent decades - *probably longer than the OP has been alive* \- being one of the most profitable companies in the world, and that was without being a foundry (for external revenue). This is temporary blip in which the x86 business will be fixed and rightsized. However the new foundry business brings unprecedented new revenue opportunities in a market that is - to use Jensen Huang's words - *is insatiable*. Unlike AMD, who is reliant on someone else (TSMC at the moment) to make their chips, Intel controls their own silicon for their x86 business and will open the doors for others (Apple being the latest rumor). All that above is why I put my money where my mouth is well over a year ago and waited patiently...
Guys need help pls AMD can go below 510 today? Give me an honest opinion
Honest opinion u think AMD gonna go below 510?
I took AMD puts last night. Can someone open the market so i can close them now? One of you mofos must be a janitor at the CBOE who can let me in the back doof.
The fuck is AMD even doing
Can't stop lolling at a FIRE thread where some guy shared his $1M gains on AMD, and everybody is tut-tutting him for not being "real FIRE" and "gambling" for buying one specific ticker
Dude AMD for me, I had 1000 shares at 3.25. I sold them at 21. I hate my life
I had AMD @$10 a share and sold for measly 12k profit.
When AMD hit almost 1 trillion market cap I knew we were heading for correction. At this point anything trending is ripping (great example space X) I think a correction is due simply to balance portfolios. Tech will always be heaviest sector but too many eggs in one basket right now due to inflation and inflation causing inflated guidence/valuations. But hopefully these corrections are shorter events similar to how the market recently dipped sharply and came back + sideways action over extended periods of time. 2008 was horrible I don’t think anyone wants that again.
$MU overstretched NVIDIA held 80-90% share of AI data center GPUs from 2022-2025, confirming a near-monopoly in high-performance AI accelerators despite emerging competition from AMD and others. • Micron has no memory monopoly; SK Hynix leads HBM production with 57-62% share, Samsung holds significant position, and Chinese suppliers like CXMT contribute growing but smaller volumes. • Low-end NAND and storage memory remains competitive with players including Seagate, Western Digital, SanDisk, and Japanese firms like Kioxia, supporting the post’s contrast to NVIDIA’s position and skepticism on memory stock hype.
Jeez OP, that should have been eons ago. I checked my broker and they don’t even have charts that extend right back to when AMD was $3 ( at least on the mobile version) Kudos you deserve it, i wish i had your patience To resist all the Advanced Money Destroyer time period even though you still would have made over 500% then. Teach me to have diamond hands
Dude.. Invest(hold), don't gamble(options), with the run this last year its nearly impossible NOT to make money, you have to go out of your way to fuck up AMD and MU... and yet you managed to do it. Round of applause good Sir, well done. IF you're going to gamble you need a much stronger hands, and clearly you dont(I know i dont).
You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD and superior regarded level strength. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%
Everything AI gets a huge price premium - except NVDA. It’s a value stock at this point. Look at forward PEs of AMD or Intel. NVDA is laughably undervalued
Trimmed my LEAPS. Sold google and SPY leaps. Keeping intel and AMD
How does one make 14000% on stock? Did you buy AMD @ 4
Remember when pltr was worth more than Intel and AMD combined
Bought Netflix leaps today. Huge wins with AMD and Google leaps last year lets see if I can repeat the magic.
Dang you put like $80 into AMD?
one you unlucky fuckers needs to buy AMD at ath so it tanks
I find AMD's rise to godhood insulting when their graphics cards and software are pure shit
This is a big one for me. See it with the same potential as AMD back when it was priced in single digits. If they execute this is another multi year runner in tech.
My 500%µ AMD gains from when I accidentally sold 20k down payment too much last year feel like an argument (That aside, even that included I'm just barely above the baseline performance of the index and could over the years definitely have done without the stress of also doing some stock picking)
Then they must have spread it around and different times. If they put 2B in AMD calls they would make much more than 1000%
Yes. I mentioned semiconductors. Of course. It’s not that I’m bearish on AMD. I just don’t like putting all my eggs in one basket. If you buy AMD, of course, I hope you’ll make a nice profit on it.
You mention semis but no love for AMD?
I capitulated. Sold MSFT and GOOG and bought MU, SNDK and AMD.
Well, Apple devices no longer use Intel, as they have been building their own chips, so there's a segment of the market that was lost basically overnight. Add to that, Intel does NOT have the grip it once did on the consumer market (with AMD making VERY good chips over the last 5+ years)
You full port into AMD calls and after that it 10xs you do it again and again
You're a couple years behind. They no longer have anything close to a monopoly. AMD.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $600.00 (above) | $542.06 | +10.7% | 23h 60m |
Wrong! Lies! This post is aging terrible. Micron.. AMD. Nvidia is slop. Trading on brand's band alone. It dwarfs the other in supposed assets but stock is a paltry mess relatively.
I can’t think of ANY other public company where losing an employee is deemed so detrimental that it gets broadcasted on Reuters and shit. There’s not one employee that Nvidia, AMZN, AMD, MU, etc. could lose to a competitor and be deemed news worthy So why the fuck were the Google employees news worthy
Started to think that everyone is expecting MU to dump after their ER, which means they will rocket up. I thought the same of AMD when it constantly dump on their ER, until it rocketed up last quarter. TLDR we know fuck all but believe it or not, calls.
AMD should buy Meta. Then AMD can keep the warrants and instead of giving away equity to sell GPUs they can just let customers buy GPUs by watching ads
QQQ propped up on AMD and MU I guess while rest of mag dumps
+2k on AMD puts in 1 hour. Logging off. More bear action tomorrow.
AMD got some regarded strength same with MU
Felt, similarly bought around 5k, thinking that P/E is just way too juicy, I hold a wad of AMD as well, just to cover off any big movement in the next earnings, but probably going to start putting more in Nvidia
AMD casually ripping through another ATH.
AMD continues to be the most overvalued stock even with the arrival of SpaceX
> Every single time GOOG, AMD, or NVDA decides to spin up a new Al training cluster, they have to buy HBM. How often do you think they're going to be doing this? They're not going to just keep building data centers forever. And even if they are (and to be clear, they aren't), it's not going to be anywhere near the same scale that it is right now.
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.
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 🤡
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 🤡
Same bro. I was in NVDA, AMD, MU, and INTC. Sold for 20-80% instead of 500-1000%
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.
Dude moaning about his $29 AMD "bags" in that thread 😭😭
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
What a different time. People in the thread complaining about 29 dollars a share AMD bags.
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.
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.
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
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.
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.
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
AMD: "We're growing data center more than the 80% rate we anticipated." Random person on Reddit: "It's a bubble for... Reasons."
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.
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.
**BanBet Lost** — /u/Reasonable-School226 (1W-1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $547.35 → $575.00 | +5.1% | 2d | Lost |
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $575.00 (above) | $547.35 | $513.40 | +5.1% | 12 minutes | | **Record** | 1W - 0L | 100% | - | - | - |