AMD

JustCan6425

If it moons, CNBC said the rest of the stock market will follow. I'm loading up on AMD, MU and GOOGL calls. Unfortunately I don't have money for META and MSTF calls as well :(

JustCan6425

What a beautiful dip in tech right now! Can't wait to buy AMD, MU and GOOGL leaps tomorrow!

JustCan6425

What a beautiful dip in tech right now! Can't wait to buy AMD, MU and GOOGL leaps tomorrow!

myboywears

HOOD 130C 12/26 AMD 275C 12/26 (enter after NVDA earnings) AAPL 280C 1/16/2026 AMZN 245C 1/16/2026 GOOG 300C 1/16/2026 MSFT 530C 1/16/2026 META 700C 2/20/2026 (only if META falls to or under $600) SPY 700C 2/6/2026 (only if SPY falls to or under $665) QQQ 610C 12/26/2025 (only if QQQ falls to or under $595)

Phant0mahawk

Why isn't AMD at $500 right now? They're making AI waifu bots that blow you and fuck you at the same time!!! BUY MY CALLS YOU FUCKS

Cant_Turn_Right

Fellow tards: NVDA, AMD, MU etc are still close to ATH so the bricks part of AI is OK but the shovel part - IREN, NBIS, OKLO, SMR, BE are taking a beating. Who's going to power and build the physical data centers so that ORCL CDS don't blow out? That is much slower than just have TSMC spray out wafers.

cbusoh66

INTC is a great entry here if you missed the boat, this baby will see $100 sometime next year. Expecting a big customer announcement, APPL, AVGO, even AMD any moment now.

soriano88

It would be wild if it would be Nvidia or AMD

killerbeeswaxkill

Sold my AMD puts for break even before option gap evens out LMAO after being down 70%

killerbeeswaxkill

What is this AMD drop for ants? My puts are still 50% down even after this drop LMAO

PositiveNo7994

that's what's giving me bad vibes, AMD and NVDA had stellar news past weeks and markets just kept selling off.

CumgPot_chickling

It's a speculation bro just like he did with Oracle and AMD.

LucreziaBorgia210

People forget that NVIDIA and AMD and the rest of semiconductors are a cyclical stock lol

Many_Perspective2594

AMD P/E is higher due to Xilinx acquisition

Impressive-Joke-3119

I think it is valued fairly at 54 P/E since it pretty much has a monopoly on advanced AI chips. (AMD is overvalued at 129!) TSLA is very overvalued (278) and GOOG is undervalued (27).

coolelel

Survivorship bias. Even Jenson said that they keep getting lucky with new needs for demand. Crypto-mining all but died out. If LLM's never took off right after crypto mining, data centers would still be CPU centered rather than GPU centered. (Before recent AI, datacenters sold more cpu-based processing than gpu, also a big reason why they need to build new ones. The old data centers aren't built for AI.) If there was a 5-10\~ year delay where OpenAI released their model (like expected), Nvidia might not be where it is today. Nvidia would have tanked and someone else might have been able to take over within that time span. The high demand allowed for Nvidia to get a huge lead up. It could have been AMD with Nvidia trailing behind. AMD was getting pretty close to Nvidia in terms of efficiency before the AI boom really took place. Then Nvidia was able to leave AMD in the dust (for now).

Glock7enteen

The implied volatility for Nvidia’s earnings is $300 billion. So roughly AMD’s entire market cap just from the earnings movement lmao

modder9

Is the single thread performance on the 9900x finally good? AMD can make a lot of cores, but their single thread performance sucks. Every game/app is gonna end up getting bottlenecked by its shitty single thread perf.

RareEurf

Just bought a RTX 5080 with a AMD 9900x, been 9 years. Coming from a 1060gb & i7-6700k, pretty excited.

killerbeeswaxkill

My AMD puts solely holding the entire market up until they expire worthless then it’s downhill from there.

gmnotyet

100k to each of the Mag 7 and then $100k HOOD $100k AMD $100k PLTR sounds damn good to me.

killerbeeswaxkill

wtf was I thinking buying AMD puts fuck am I regarded

r_ventura_23

Not AMD LMAO

Best-Bodybuilder9015

Even if it would, do you think AMD and its ringleaders will announce that?

No-Fig-8614

Nvidia in my opinion is about to get some big pressure. There Blackwell series hasn’t proven to be the generational leap ampere was to hopper. Google is coming in with deploying TPU’s in coreweave and maybe nebius (rumor), cost of memory is going up significantly, AMD finally has a competitive product if they can just not fumble like they always manage to do….. Nvidia flopped with everything ARM except maybe Tegra line with the switch, but their entire grace thing was a bust. Everyone wants x86 and they realized it too with their sneaky intel investment but already got burned with their GB200 and others. Vera Rubin seems great but they are in a tough spot can’t release it too early or the entire b300 lineup will be useless and kernels are finally starting to mature for Blackwell to pick up some steam but the big AI players both in the US and China are still training with hopper. So Nvidia is going to have to make some tough choices soon when it comes to release dates and stay in their lane with CPU choices. Also the power and heat problem their chips keep running into, it seems like the only way they are getting the benchmarks they are is shrinking the node size and pushing more power through it. Of course Blackwell is a beast at quant 4 but most labs still are pushing fp/int 16/8. I think just OpenAI with gpt-oss is the only optimized decent open source model for Blackwell to cruise with.

ThatFUTGuy

AMD was rigged in that downturn, mf stayed green for majority of it somehow

Elons-Musky-Balls

Fun Fact AMD will Continue to outperform NVDIA for the foreseeable future.

Glock7enteen

They absolutely use it for self use as well, as it is far superior to its TPU’s when it comes to training models Also Nvidia’s chips are sold out until late 2026, that’s a big reason why you see OpenAI and Google diverting to AMD or their own custom chips. Nvidia can’t keep up with the demand, they have a backlog anywhere between $350-500 billion extending to late 2026.

dont_downvote_SPECIL

Nvidia has already (at GTC tradeshow) given the punchline (~$500bn in total Blackwell/Rubin orders for CY25/26 so far, 10-15% above consensus), so debates more macro: 1) tougher financing environment, capex question marks at (some) hyperscalers, 2) supply constraints, rising component (wafer, memory) costs can NVDA maintain GM in the mid-70s, and 3) increased competition with OpenAI adding AVGO/AMD to supplier list, Google TPU making more inroads (Anthropic).

vermilli21

That’s why I have a few expiring 12/5…but I’m up on those unless AMD and BABA randomly pumps 5% tomorrow….

dont_downvote_SPECIL

AMD lacks an end-to-end networking strategy accelerator peers NVDA/AVGO both offer top-notch in-house scale-up/scale-out switching products which AMD does not have and must rely on external vendors such as AVGO/ALAB

toffeeeees

Yeah, but what did he buy with the proceeds from drinking Nvidia? I bet he bought OpenAI, AMD or some other inter-related company. It’s called ‘circular’ investing and it should be illegal

Okok28

Dumped NVDA to buy AMD 🤝

killerbeeswaxkill

These AMD puts going to expire worthless I already know

o5mfiHTNsH748KVq

I don't think it's a bubble popping situation, I think it's either that AMD cooked or there's new hardcore for training. But I don't see how they convince developers to part with CUDA. It's more than just who has the best hardware - if you can't code for the architecture, nobody will adopt it at the same scale as nvidia.

Bannedfrompopeyes

If you’re going to jail just say screw it and go all in on AMD and NVIDIA… You may come back and get to live it up pretty well.

moldyjellybean

https://old.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ https://www.reddit.com/r/wallstreetbets/comments/1fcxevz/coreweave_the_scam_that_is_inflating_smci_and/ I used to be in this field wrote about AMD probably 8 years ago and was buying that stock at $1.80 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ 4/5 years ago when NVDA was under $30 (split price) I said they really have no peer in this space and it will probably be the biggest company in the world. https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ You can back date when I wrote about AMD but I was buying AMD at $1.80 even before I wrote that 7 years ago. I said SMCI was scam and shorted it when it was over $1000 I wrote about NVDA being possibly the most valuable company in the world in 2021. I wrote about CRWV being a scam and it looks like that’ll pan out in the next year or so. I mean if only working a few years after college and being retired in my 30s by not correctly valuing stocks I think you’re a DF and about to be in world of hurt.

Seed_Is_Strong

I think the entire market, especially NBIS et al, are hinging on NVDA next week. I don’t see why they wouldn’t report huge earnings and positive outlook if AMD did but I’m no expert and this is based on nothing lol. I think most people want all these stocks to go up after the drop the last two weeks. Come on leather jacket!!!

CC-5576-05

Really? Nvidia already went through two crypto bubbles where they dropped 55% and 65% respectively. This time they're even more exposed. 90% of their revenue is in datacenter, and most of that is AI. An 80% drop when this bubble bursts is not unreasonable. AMD is more diversified but they still get 50% of their revenue from datacenters.

NomSaneMan

Nah. Why would GPUs like AMD and NVDA crash that hard in a bubble pop? 80% is not only unlikely, but comical that you even think about the number being that high🤣 They’ll come down of course but not even close to that much

lOo_ol

*"Data centers look a lot like they did 20 years ago"* They do not. The cost of 1GB of enterprise storage was about $200 in 2005 vs. $0.01–$0.02 with AWS or Azure, which aren't even the cheapest. An Intel Xeon had a Passmark score of 2,000 in 2005 vs. AMD EPYC 9755 scoring 160,000 today. It's just that we demand much more from it, but implying that no progress has been made in 20 years is crazy.

piszczel

They're still competing with AMD and their margins are 70%. It's fine.

VanCityPhotoNewbie

What do you describe as "Big AI companies"? Because if you say OpenAI, I would stay cautious about them. OpenAI has made 1.4 Trillion dollars in infrastructure promises in a 5 year span to Nvidia, Microsoft, Oracle, AMD, Broadcom, Coreweave (and many others). That doesn't include the energy infrastructure that would cost even more than the 1.4 trillion dollar data center costs...... I cannot see these promises being fulfilled or Nvidia's future orders actually going through. OpenAI just does not have that sort of money. **And if OpenAI cannot fulfill their obligations, then it has a massive chain effect.** OpenAI does not fulfill their 5 year obligations, each company will be behind or lacking orders. That means reduced revenue for all mentioned companies and greatly extend the length of time for investors to see any profitability in AI.

piszczel

I have a hot take on the circular funding everyone is talking about: there's nothing to worry about. It's the same companies investing in each other because there's nowhere else for money to go. If you're Nvidia, you're swimming in cash. You invest into openai because that's the biggest potential ai company that's not gone public. If you're openai, you need hardware and software. There's nowhere you can get it with quality and scale but Nvidia, amd, oracle etc. There's literally nowhere else for this money to go. If you need GPUs you go to Nvidia or AMD, period. If you need software, you go to Microsoft/oracle etc. there's like 10 companies in the world that make this stuff. There's no real choice.

bfreis

So you talk about profit and premium as if they meant the same,and yog talk about AMD and AMC as if they were the same, and what you get from the interaction with that guy is finding a way to correct a word they misspelled? You should really think about the garbage you're writing before doing that...

Key_Lifeguard_8659

I'm looking to hold the stocks... AMD, GOOG(L), and AMZN. What price (GOOG) do you recommend for entry? I'm patient, have alerts set up on Schwab but may have set them too low @ $225.

Smooothoperat0r

Sadly no I missed the AMD run because I couldn’t ever really see why I should own it instead of nvidia. Now PANW I have been eyeing for a long time ever since that Pelosi or some other congress person entering but sadly haven’t entered it either. Hope it works out for you. Good luck.

Glock7enteen

I don’t think people understand just how much power Nvidia really has. AMD has a profit margin of 10% on their chips, and even then they can’t keep up with Nvidia in terms of most. Whereas Nvidia has profit margins between 45-75% depending on the chip. Even if AMD somehow manages to catch up several years from now, Nvidia has more than enough room to drop their prices and AMD wouldn’t have a chance to outbid them.

AngryGranny1992

Yeah for sure. In my tfsa I have about 7% of my portfolio in AMD.

Unclebens90sec

It is NOT a meme stock. It's a turnaround story in the making. I was right when I bought into $AMD under $2, and I'll be right about $OPEN when I bought in around $2.50.

raionraion

My best “player” has been AMD, followed by AMZN, MSFT and QQQ

dontkry4me

Thank you for reading and great question! Nvidia may hold its near monopoly for a while, but competition (for example AMD) will inevitably compress margins. If margins and therefore prices fall, it raises the question of whether the massive spending on Nvidia’s chips at near monopoly prices was justified, especially given how quickly they become outdated. If hyperscalers end up writing off those sums, the bubble could burst. I do not really see a non-traumatic scenario as this capex bubble inflates so incredibly fast…

Kitty_Katzchen

AMD

-IQ200

If you want the shovel seller, it should be TSM. AAPL, NVDA, AMD & TSLA rely on their chip manufacturing capability. 👀

Kitty_Katzchen

AMD next stock split

Beginning-Job2050

Solid picks all around, id definitely size up on AMD, lots of room to grow even if they only pick crumbs from NVIDIA

Shilooooooooooooooo

Well that’s sort of what I was studying when I looked at it. Some of the people commenting this are saying it’s not going to hit strike price… I don’t think it will either. BUT, like you said, you still profit the closer you get to strike. AMD going up $6 will profit $150. The fluctuate up and down daily. No chance it doesn’t rise $6 a month from now?? Am I looking at this wrong?

VanCityPhotoNewbie

>**NVDA customers and their financial capacity** Many of Nvidia’s largest hardware customers rely on debt financed data centers or external financing structures. Their ability to continue purchasing at scale depends on interest costs, refinancing, and lender demand. I think the biggest issue right now is looking us straight in the eye. OpenAI has made 1.4 Trillion dollars in infrastructure promises in a 5 year span to Nvidia, Microsoft, Oracle, AMD, Broadcom, Coreweave (and many others). That doesn't include the energy infrastructure that would cost even more than the 1.4 trillion dollar data center costs...... I cannot see these promises being fulfilled or Nvidia's future orders actually going through. They just do not have that sort of money

Eazy-Eid

Swap your weighting of NVDA <> AMD

juzz88

Brb buying more AMD and NVDA shares.

foragingfish

Both strikes are very likely to expire worthless. You would need quick movement in your direction and to get out fast to have a chance at profit. You can estimate the price movement by looking at the other strike prices. This expiration has $5 wide strikes, so you can reasonably estimate that if AMD goes up $5 then the price of your options would match the next lower strike. 290 : 3.30 to 3.85 gains $55 330 : 0.61 to 0.68 x5 gains $35 This is very back of the envelope calculations. Keep in mind that this assumes no theta, which will not be true. You can expect actual results to be lower. Also, if the stock price rises there is a good chance that IV will contract meaning even less gains than predicted. You can look at it in the opposite direction too.. If AMD drops $5 then you can expect your $3.30 290 call to be priced at $2.63

thekoonbear

There’s no “better” contract. They have different characteristics. For starters, the basics of it are that if AMD is at $300 on 12/12 the $290 call will have made you $670 per contract and the $330 call will lose you $72 per contract. Depending on delta you may be longer delta by buying 5 330s than the 1 290 for now, but over time without a large movement that’ll go the other way. At the end of the day assuming you’re just trading directionally decide if you want more delta now, or you’re trying to predict the price on 12/12.

Mobile_Engineering79

AMD is worth $240 to get to 330 of the strike you have to make 35% first, you throw the money away. Even 290 is not good.

Shilooooooooooooooo

I did mean AMD, that’s my fault

SDirickson

Since ***AMC*** closed at $2.28 on Friday, I assume you meant ***AMD***. Option premiums are a function of how likely the market thinks it is that the underlying reaches price X by date Y. Not surprisingly, the market thinks it's more likely to reach the lower price, so the premium is higher.

c4plasticsurgury

I buy the stocks of products that i use. APPL, NVDA, AMD, CELH, YUM, COST, etc... I don't invest in the little things that i use but the big things that I have faith in. At the end of the day tho i only play with like 10-20% of my portfolio for individual stocks.

IHadTacosYesterday

I love some GOOG, AVGO and NVDA. Do you have some AMD and PANW too? Those are my Fab Five.

MagnesiumKitten

Iren, nbis, cifr, Coreweave not **that** popular Iren (Australia) - Financial Services - it's considered a poor stock right now mediocre profitability note that it's only been profitable 1 out of the past ten years - big fat red flag good growth it's got a few severe problems and the valuation is insanely overvalued - 97% of people would have sold it off in the past two months Iren is a $10 stock, currently at $46 dollars 474% overvalued a few weeks ago And a high risk company - most definately and gross margins are declining Not a lot of analysis on it but 12 analysts and some of them are thinking 67% growth in the next year which has happened in the past month **Iren is a bit of a freaky pick like Rolls-Royce,** high-risk and massively overvalued yet people keep driving the price up, but at least Iren has a instant and massive peak where Rolls only seems to move massively when there's like a 10% improvement in growth a third of the time. It doesn't decline, but when it does 3 or more years from now, it'll be news. Iren for the life of me I don't understand the big interest in it, and why some feel it's going to keep going high eventually though with a couple of spikes. fascinating stock though! low-cost renewable energy in Australia and then went from bitcoin mining to AI and datacenters **so weird** Pivot to AI and Cloud Services: The company's transition from the volatile crypto mining sector to the high-demand AI infrastructure market has been the primary driver of investor enthusiasm. Massive AI Contracts: IREN has secured significant, multi-year contracts with major tech companies Acquisition of High-Demand GPUs: IREN has made large purchases of Nvidia and AMD GPUs (Graphics Processing Units), such as the H100s, B200s, and MI350Xs, to build out its AI cloud capacity Strong Investor Sentiment and Analyst Ratings: News of major partnerships, increased revenue projections, and capacity expansions have led to a surge in positive market sentiment, high-volume trading, and numerous price target upgrades from Wall Street analysts, many of whom rate the stock as a "Buy". Hybrid Business Model: The company's unique blend of existing, profitable Bitcoin mining operations (which generate cash to fund AI expansion) and its growing AI Cloud segment offers a unique value proposition and a path to more stable, high-margin revenue streams. it's crazy but it's interesting like some circus freak show, bitcoin meets Data Centers like Coinbase meets NTT Data of Japan

Limp_Incident_8902

Did AMD get added, I feel like it was t there last time.

AdElectronic4539

Bro who is gonna hate you for making peanuts 🤣 the hate comes when someone makes real money lol. Those profits are just basically me doing my TSLA or AMD daily swings with 1-2k shares lol

Live_Bluejay7335

half in [bank.to](http://bank.to) for safety and half in Amyy for sweet divs and nav growth. AMD is going places imo.

organicMango_

On wednesday jensen will announce 1 Trillion investment in AMD, and Lisa 1 Trillion investment in Nvidia.

m0nk_3y_gw

> I am confident amd is not going to go -10% in 2 years time. I'm not. AMD went -10% from Oct 9th-10th. And again from Oct 29th-Nov 7th. March 2024: $200 13 months later: $80 I would be completely unsurprised if it had a drop of 30% (back to fill the gap at 180) within the next 3-12 months. things to consider: - you have 4 deep ITM options expiring next week. I've been there. I was surprised when they were exercised early. If you have tax concerns plan to roll Monday if they haven't already been called away. - in the future consider rolling up and out sooner, or closing sooner at a smaller loss. Close before binary events (like earnings). Another option when it is close to breaching your strike is to buy 100 more shares and make sure your tax lots are configured so that your higher shares are called away (smaller taxable event). Also consider the TastyTrade-ish idea someone else mentioned - on up days sell 45dte calls at ~30 delta. Set an order to rebuy them at 50% profit and forget about it, until it is 21 days to expiration - rebuy at profit or loss, and sell again on the next up day, 45dte

ayashifx55

How theee fckk did AMD just lose all gains lmaoooo

Bannedfrompopeyes

Good luck for earnings next week! I’m a big shareholder of AMD, and I root for Nvidia to continue to grow exponentially well to cultivate the chip industry into a genuine beast for the future. Your strategy is not only interesting but also pretty dang smart. Depending on how long you’ve held you could be up 30% this year, or like 1,300% if you’ve had it for 5 😮‍💨 And yes, the market leans on Nvidia a lot; more than most realize. In reality, if you’re in big tech you’re somewhat invested in Nvidia regardless of if you own shares or not; because it can and will move the market.

CEOofBeanz

AMD sell off before market close is not cool

wave_action

Busy watching SPY / SPX but AMD puts paying out right now

Bannedfrompopeyes

I’m a big AI nerd, it’s a genuine addiction for me… That being said, it is not as black and white as “supply and demand.” It’s a large piece of it but as companies all race for their AI needs to be met, and as of rn the hype is outpacing the actual market in some sense. This is different than the Dot-Com bubble, sure. But, companies with negative earnings still can get smacked. Or when a company has a P/E so high like Palantir it simply should correct for the benefit of its long term profitability… AI is the future and more than most believe (imo), but that doesn’t come with flaws and weird moves that could hurt our market. I have yet to hear Open-AI’s Sam Altman on how we will pay for all of this shit he is doing. Seriously, I am a noob; so correct me if/when I’m wrong! But genuinely who is going to be the one to bail them out if all goes to crap? This is coming from someone heavy in AMD. I am cautious of the next few months ahead of us, because the insecurity and inconsistency is not only apparent but is barking like a dog… I use Chat GPT everyday, I even have the $20 a month subscription! It is genuinely something I see as more revolutionary than the early 2000’s cell-phone and laptop renaissance. But, what happens when AI takes a bunch of middle-class American jobs? Amazon laid of what? 14k people plus another 15k more projected because of their AWS growth? I mean that cannot be good for not only working people, but for our economy and society. AI is an economic propeller with potential side effects that are potentially deadly… If you let the wrong people with the wrong strategy push AI as hard as possible into our country to “keep up”, I assure you will see some real unfortunate fallout. AI is potentially not a “bubble” but the wave has been surfed for years on this new revolution. It is getting time where tech is treated harsh in comparison to other sectors, good news is received with less applause, bad is met with more scrutiny. We can sit and argue if this is a “bubble” but I find it undeniable the majority of genuinely heavily invested people aren’t a bit worried about this upcoming December - March. I know a lot of people called this out, but supply and demand isn’t one of the biggest factors that drive tech stocks up or down… Supply and demand can be phenomenal to the 10th degree, but if a company like Palantir is at a P/E of 412.14 based on Google; even great news can screw them like their Earnings Report. You can’t just look at the sector itself, but think about how priced in it may be relative to its current profitability and stability. It’s not crazy to say this bull run isn’t over, I tend to agree. But to say that 2026 and the tech industry for next year isn’t a nerve wracking thing to observe, you need to be a little blissfully ignorant. I think ego is something I find to be a pet peeve of mine, especially with investors or market analysts. I know that I don’t know what will happen in the coming month; or if AI is truly a “bubble” by definition. But, I do know when a market is starting to get hairy and priced in. Or when I see a CEO like Sam Altman with his hands so integrated with big tech, and I wonder about how this money will be… Idk… Manifested? Please someone enlighten me why I am wrong, but something here is fishy; and we may see a future down the line where people like Altman get bailed out like banks did in 08’… Thanks!

myboywears

Close today $675 - $677 and open run to $682 by end Monday with a close of $680 - $681 end of day. Flat Tuesday and flat most of Wednesday, with AMD & NVDA having IV spike Wednesday because of earnings after hours (buy calls to sell before close). NVDA reports stellar earnings, but still falls, only to cross over $205 a few days later and reach $215 by first week of December.

Throwie227

Most of these are outdated now for big gains, but Hubspot, Nvidia and AMD were my biggest gainers that I felt safe on

Bannedfrompopeyes

I wouldn’t beat yourself up too bad… These have been some of the worst weeks we’ve had in a long while, I’d suggest looking into more medium to long term holdings if it genuinely stresses you out too bad. And for perspective, AMD is actually a good company to have (imo). A company where you could “set and forget” for years and come back likely quite happy. It seems like you sold a volatile rocket ship (red & green) for a more conservative “hammer and nails” chip manufacturer. That being said even chips get volatile, like you know. Unless you’re worried about the market having a serious correction (December-ish - February) which is a genuine concern, I’d say diversify into the sectors and companies you like the most and simply hodl… Despite what some people have commented, you aren’t crazy or selfish for thinking this way. But, short term trading requires in my opinion a lot of research unless you are hinging your trades on luck and “vibes.” I think the market is what one makes of it. The market can be the key to cumulating generational wealth, retiring early, buying freedom in your life, buying capital (property, vehicles). But, also check out the Wall Street Bets subreddit too. You will see some of the craziest gains and losses ever from people leveraged to mars on stock call options and puts. Guys there would laugh at the fact you think a -4% loss is bad, that sub is the true “casino” of the market. What I would say is this… Feel free to message me if you have any questions, I’d like to hear about what strategy you may want to have trading. For some they’re young and trading for a side hustle, perhaps in their 20s-40s simply trying to make a profit from flips. It is different to be 55-75 and looking to finally retire, or build generational wealth to pass down to your children. Everyone has their own unique strategy based on their: risk tolerance, goals, age, personality, what sectors they believe in or don’t, etc. I just realized I yapped like crazy so I will end with this… The market is a casino for those who see it that way. The market can be a chess game where you simply make moves based on your best knowledge, and understanding losing is a simple part of it sometimes. Understanding that if you’re truly losing 100% of the time, it may not be a market thing but a ‘you’ thing. The best investors I know are the ones who do the genuine research for each buy, and sticking by that even in tough times. The ones that can emotionally detach from volatility, but understand the genuine macro situation (good or bad). Everyone has bad times, even the best of the best. But the ones who often get burnt the hardest are the ones who see the market as a “money printer.” I can respect the gambler because they often understand the risk, but I fear for those who act superior because they’re temporarily winning. I have developed an investing mentality I call the “Kenny Rogers.” As he says, “know when to hold em’, know when to fold em’, know when to walk away, and know when to run.” Also, “never to count your money when you’re sitting at the table.” It ironically comes from the song ‘The Gambler.’ But I still don’t treat the market like a rigged casino, I see at as a chess match where you hold the power in what moves you make. I see your last line about YOLO calls lmao. I respect your move, but know that if you ever want to join the more boring side of the club; I’ll be here as a resource. I get genuine enjoyment from helping others in the market if possible, and I’ve seen some great and not so great days (believe me). If your calls go to the moon, I hope you come back and tell us how stupid and gae we’re. 🤣😭

Batmanforreal2

Sold my AMD time to scoop up lower

ayashifx55

AMD opened at like 236 lol

MrObviouslyRight

Over 2 decades in the NYSE/Nasdaq... and I've even commented on Enron on this post. I've also written about AMD for years, on reddit and other platforms... writing articles asking people to buy when it was single & double digits (you can see the posts in my profile). There's a slight yet important difference between Trump and Musk... in contrast with Karp. Karp is not a convincing person when challenged. He even admits it during this interview. He's absolutely aware he can't build convincing arguments... so he misdirects. Trump and Musk are sales people. Karp is not good at selling anything. He's just a mouthpiece... and his job is to misdirect, cause PLTR siphons money from the US tax payer, without providing any tangible results. He brags about the military, without showing any results. Iraq, Afghanistan... and the Houthis?... Did he serve in the military?... NO. He's a shyster from New York, who studied law. He knows nothing about AI, nor engineering, nor software design and development, etc. Yet he portrays himself as an AI expert. He's completely unqualified, so he needs to misdirect. He twice mentioned "*welders, plumbers and truck drivers*" during the interview... pretending to care for them, clearly confirming he's using talking points to create a pseudo-populist stance. Karp got a PhD in Germany. He's got nothing in common with the cohort of people he pretends care for. Tesla is the #1 EV company in the Western world, with the potential for full autonomous driving. Palantir is a government contractor involved in non-kosher activities. It's NOT the same. These people are trying to convince us that we must give them more money to keep us safe. The truth is, they are a menace.

pixelatedCorgi

Timed some AMD CCs perfectly. 5 255Cs expiring today a couple weeks ago for $1k each. Bought them back this morning for $5 each

TheoryInttro

Nice to see Nvidia dragging AMD with it into green. Why'd you guys leave google behind tho?

TechTuna1200

For US. My biggest position is RDDT. 60% growth yoy, gross margin 90%, profit margin 24%, 2B netcash, forward PE around 50. Capex only 2.1m (yes, you heard right). Other than that, for US, I have other high-beta / small cap names that have fallen substantially in the last 6-18 months, like CHYM, ZETA, and Unity. My idea is that they are gonna do very well in a low-interest environment. Whether it interest is gonna drop a bit slower doesnt bother me. I can wait. Also have a lot of AMD (cost 123 USD) and coinbase (cost 175). I'm thinking about selling out of my Coinbase. Also bought Pins before earnings, which was a mistake, but I believe in it long term. For Taiwan, I had TSMC, but I booked 100% profit recently. Can it go much further? most likely, but I don't care. Have to take profit at some point. For China stocks, I'm in BABA, JD, BIDO, Byd, NIO (6 USD cost average). BABA is my biggest position and very interesting with it's cloud service, it's basically like investing AWS at ground level. . For Danish stocks, I have Novo and Zealand Pharma. Not doing the best, but I think there is gonna be a rotation to health around the midterm election, where Trump is gonna become a sitting duck and can't threaten the pharma companies as much. My performance the last 12 months is 50% with Reddit being the biggest driver of my gains. YTD has been so-so with around 5% gains

BaronDavis12

Yes! 15%+ days for AMD, IREN, ASTS, RKLB, OKLO, CLS incoming! 

hsuan23

Same with blue jays going last to AL pennant. It probably would be Apple with the iPhone 17 launch and AMD from being battered to 80s to where it is now.

codecrackx15

Alternatively... OpenAI has no chance of surviving and AMD had tied themselves to them. Meanwhile, Intel is outside the AI arms race and computers will still rely on Intel chips after the AI bubble inevitably bursts. That makes Intel a good stock to buy now IMO.

Ok-Sandwich-7960

https://preview.redd.it/h1ml0i6j491g1.jpeg?width=1206&format=pjpg&auto=webp&s=5ffbaaa113f6a1efbfd816d1ae2ba7ca8c6e25de Even WORSE missing AMD cheaps with ms I talk to cheap bird brain #QQQ

zhouyu24

AMD is about to remind you of its second name.

jvolkman

I bought AMD and it's +418%

Fuck_You_I_Win

AMD is about to buy me a new NVDA Guy

Ok-Flatworm-3397

The best thing about this is you’re young and have so much time to learn from this. 5yrs from now you’ll never remember this but you’ll have to learn from this to get there. iPad makes more money than AMD and you’re buying 40 short dated put options. The bubble is in OpenAI stocks and Apple isn’t a part of that

LordJamPunt

You bought AMD while it was riding high and a you’re surprised it fell back 4 points? Get to know how the market moves before you buy

TheGraeme95

That's it AMD, back up you goooo

myboywears

In my personal opinion: HOOD 130C 12/12 AMD 260C 12/5 NVDA 195C 12/5 AAPL 280C 12/5 TSLA 410C 430C 440C 450C 475C 11/21 & 12/5 AMZN 245C 12/12 SPY 685C 12/12 GOOG 290C 12/19 or 12/26 MSFT 525C 12/19

killerbeeswaxkill

I knew buying those AMD puts would save the market

killerbeeswaxkill

AMD popped on OpenAI what’s stopping it from tanking back down to $170 where it was prior?