AMD

mx5plus2cones

That's a lot of what ifs... And if you know a lot about each of the semoconductorsz you will also know a few things.... Intel can never do anything good other then make a CPU and manufacturing.. Every venture they tried into wireless, into automotive or anything other than CPUs forndesktop and data centers was an uttermost failure. This was so discussed among many of us on SemiAccurate a long time ago, many of us in the industry some who leaked info. The rise of AMD.was predicted here way before AMD was material in the data center with the Epyc processors. Wrto qualcomm. Qualcomm has thr opposite problem from intel...Qualcomm has more or less always failed at anything other than edge computing. They cant do infrastructure if their life depended on it... Ot goes all the way to when qualcomm when sill a relatively dmall company and failed miserably doing baseband cellular infrastructure.. And they will fail doing anything fata center related. I dont have proof, but let this play out. And broadocn/avago real is M&A company. Hawk makes money for Broadocn by buying companies, chopping them up into little pieces selling off some parts and integrating other. When sales stagnates, they find abother victim. In fact Broadcom really is Avago eho bought old Broadcom who failed miserably trying to compete with Qualcomm on the LTE modem and didnt have a real compelling story for the baseband processor, and it was a matter of time before Qualcomm started stealing their connectivity business by bundling their connecivity atheros solution they acquired with their LTE and baseband processor as one offering and offering it to a customers at a lower price than if they bought a subset of those components. Qualcomm however has a lot of competition overseas from Huawei and MediaTek, where the market really is.

zurijer

!banbet AMD -10% 14 days

mx5plus2cones

No. Thats not what im saying. Im saying... *the press release concerning Qualcomm and OpenAI was nothing more than an announcement "we are going to work together".. it does not affect the fundamentals of how qualcomm earns money ...and yet for bo reason the stock initially rose 15% premarket because of the word "AI".... That is an indication of an AI bubble..where if you stick "AI" on something, dumb money will bid it up... You know decades ago, when Qualcomm eas unstoppable, anytime a company mentioned "CDMA", the stock would go up a lot too, under the hype of the digital cell phone...Those companies have gone under.... There are clear benefacyors of AI..but right now, companies that put AI into press releases causes the stock to go up for no other reason... That is by far a bubble.... The fundamentals of what affects Qualcomm's business is more impacted by Smartphone/tablet and lesser extend portable compute devices of its snapdragon suite. They are are a supplier of chips for edge computing devices . Their business is heavily tied to mobile phone, portable compute ,and more recently automotive. They are not a material provider of chils for infratructure and data centers like AMD and Nvidia. Lots of things can go work with their business and every other chip business. The biggest risk for everyone is supply chain issues becusse mspr everyone almost exclusiviely counts on TSM to manufacture their processors. Almost everyone.... Except intel...

JjPiper123

I had AMD at $1.5 back in like 2012 when they were one chip cycle away from bankruptcy. Unfortunately, I had to give it up because of a job loss a couple of years later.

MakeOSUGreatAgain63

I bought in hundreds of thousands of dollars into AMD Sorry for the soon to be crash to hell boys

Mahrez-

!banbet AMD 190 6w

Mahrez-

It’s time to short these dumbass companies, AMD and Intel.

j4c11

You can't compare AMD and INTC, those have room to run and so enormous potential future growth is being priced in. NVDA is already the absolute leader and maxed out, it can only lose marketshare from here.

wtf_is_going_on_now

Well $NVDA is still undervalued, especially when compared on a forward basis to $AMD and $INTC. $MU is a bit different. Memory commodity cycles are vicious, so I kinda get dumb podbois taking profits on what they think is "peak".

mx5plus2cones

Inalready sold most of my AMD shares Inbought a long time ago last year and most of my RSU Broadcom employee shares in January. I have enough gain from them. Half of it is parked in cash half, of it is in 3 accounts doing direct indexing.. My philosophy is of you've already won 2/3 of the entire pie, you dont really need the remaining 1/3 for higher return at the exposure of higher risk. You already won the game, anything more is how much more do you want to win.

Tigulla_SRT24

AMD to $400 or below $300

Tradingland

JOBY Jetsons era is here. DAIO under the radar small cap thinly traded stock selling chip programing equipments in trillion dollar semiconductor industry to major players. MU TXN NXPI STM INTC AMD NVDA AVGO Samsung Microchip Infineon.

Clackamas_river

"What Are Your Moves Tomorrow, April 28, 2026" Let it ride on MU, AMD and think about getting out of MSFT before earnings.

thelegendJimmy27

Find the most OTM and ITM calls for AMD a month out, tell me which one has more extrinsic value moron. AMD 600 calls or 180 calls, the 180 calls have more extrinsic value dumbass.

The_Cornwallis

Did you lose 66% of your AMD premium? *nods* Did you double down? *what’s it to you?*

Scared-Signature-452

Shit i realized that ive built up a big position in AMD and INTC , I am thinking of halfing it before Google Amazon and etc report this week and then wait for the reports to buy back. What does people think?

Temptedourattempt

Caught TSLA today but def sold my 370c too soon; swinging some 380s for friday. Think TSLA makes a decent run back towards 450/500 in coming weeks; maybe. Swinging some AMD calls for next friday earnings play

Odd_Papaya8305

Can my AMD 300P 5/15 print or nah?

Tigulla_SRT24

I want AMD to pull a RMBS

deanmoriarty42

AMD gonna run again?

FabulousLanguage6216

Same for AMD and Intel. Added hundreds of of billions in market cap for some extra 2 billion in revenue

wtf_is_going_on_now

Compare their valuation with either $AMD or $INTC on a forward basis. $NVDA is by far the cheapest. It should've been $250 at least from last earnings. It'll probably dump post this earnings yet again on stellar earnings and guide.

mneymaker

What a sophisticated portfolio I have. 0 exposure to AMD, SNDK, NVDA, MU I am genuinely surprised of myself

bad_detectiv3

Bought it on late October and was doing calls option Lost non stop right after it and gave up option in the year 2026 I’m legit thinking to get back now, people have made insane returns from Intel and AMD

SlfImpr

**$NVDA is $AMD's daddy**. It was consolidating for months before the breakout to new all-time high. Dizclaimer: I own both $NVDA and $AMD. I also own $INTC, $MRVL, and $AVGO

COBRA_DROGO

NVDA made more than half of AMD’s market cap in 1 day! Crazy!!

Odd_Papaya8305

Can AMD drop like Poet did

Wowmuchrya

Nvidia went up AMD’s whole market cap in 2 days 🤣

RadishFresh8735

AMD calls

CEOofBeanz

Cathie Woods sold AMD. She also sold NVDA before the rally started and missed the entire thing

sjgreen47

Consolidation from AMD

No-Relationship8261

AMD

Flat-Focus7966

In today's news AMD Puts = Free Money NVDA Puts = Free Your Money

exgeo

Rising power bills means AMD will underperform? “Desperation cosplay”? Oh you’re just a troll

Odd_Papaya8305

Is AMD priced in?

Chiinoe

"AMD is a really good company."

Odd_Papaya8305

AMD pls drop 10%

wrecklord0

You have become a long term AMD investor, that's what

RealisticOkra6567

AMD going up the amount it has in a couple days feels the same as when rock climbing boots shot from 300gp to 75k overnight

Top-Meaning2626

Now its AMD my dude

nateyp123

Cycling the 3% out of AMD into NVDA, I see you

wtf_is_going_on_now

$NVDA strong while $AMD and $INTC weak, rotation finally back into the real semi king

SlfImpr

$NVDA just broke resistance of prior all time high and has not had a run up like AMD or Intel or Marvell yet. How high can it go over the next 30 days??

oldprecision

Waiting to see AMD shrek and close flat.

Spiritual_Taste_1253

Seeing what AMD did last week makes me kinda wanna load up NVDA calls for earnings while the premiums are still cheap.

JonEnglish3

What is this? I sold my AMD shares and bought in to LEXX. Right now, I'm kicking myself (AMD +150 since I sold) but still optimistic about what I've read on Lexaria.

TheMostMid

Follow suit AMD you lazy fuck

OptionsProOfficial

Most brokers show current IV but historical IV by contract is harder to find for free. Market Chameleon and Barchart both have historical IV data on specific strikes and you can see how current levels compare to the past 52 weeks. Tastytrade also shows IV rank and IV percentile which tells you quickly whether August AMD puts are elevated relative to their own history without needing to dig through contract level data.

WorkingAdeptness9606

it’s almost impossible to time the market, i would say keep extra cash ready to buy and lower share price when market dips! or take profit on AMD stock since it’s been rallying up so much recently.

Choice_Potato_6279

Never bet against AMD.

Chef_Royardee

AMD puts it is time I can feel the advanced money destroyer heating up

drew-gen-x

That works as long as stocks always go up. I don't worry about taxes like most people do. If I have to pay more in taxes then that means I made more money. And everyone has to pay taxes someday when they sell. Now I am the wrong person to ask on $AMD b/c I think semis are more like commodities than most here and i think they will have boom & bust cycles. Good Luck.

CEOofBeanz

If you’re new to investing/trading, do not short or buy puts on AMD. You have been warned

pineapplekiwipen

there are people in this daily right now who are down on AMD despite the fact that it's up 65% in a month

iXProject

I think about in the context of AMD like this, I sold at $350 knowing that was the top, I would have to hope the price goes down to $310 before I am breaking even when considering short term capital gains

le_pedal

AMD waking up

CEOofBeanz

People shorting AMD here are screwed, more so shorting CRWV here

FartSniffer66642069

Wtf why is AMD tanking for no reason?

No-Relationship8261

I leave you guys alone for couple days and you make AMD red? Wtf man

Choice_Potato_6279

The fuck happened? I just bought AMD at $350 on friday and already I'm down a lot.

Individual_Elk_3637

That was my thought too. Same time as earnings. I think May 5th when AMD reports might be bad for Intel.

IndependentData173

The manufacturers won't get killed by an AI bubble though. The AI companies will. AMD m00n3d due to contracts they have received.

vermilli21

WTF I thought AMD earnings were tomorrow 🤡🤡🤡

EnginrA

Fuck my POET and AMD calls are getting smoked

SenTedStevens

Way back, I sold AMD at $8. I never thought AMD would get to these levels.

ToonamiNights

Intel outperforming ARM and AMD is pretty retarded

Odd_Papaya8305

10% drop on AMD is all I’m asking for

stonksf

I'm only 31 I had a 90% return last year on shares AMD XYZ INTC main plays

bearhunter429

#AMD just went bankrupt LMAO🤌

Chiinoe

!banbet AMD 375 10D

LividAnt9602

I think I’m being to greedy on AMD and will probably get burned soon

Accomplished-Quiet78

I remember the huge moment years ago when Nvidia dropped to AMD value of $80. I should have fucking held both man

Odd_Papaya8305

Is it possible for AMD to drop 10%?

iXProject

Taxes and missing out if it continues to run then you sit and wait for it return which it may never. Although AMD is not best example in that case

Salt_Yak_3866

This Ai rally is all fomo These data centers are not only raising our power bills and draining our water but now has created a credit crisis. We have already bailed out INTC So AMD decided to cozy up with OpenAI—the same OpenAI hemorrhaging billions while Google eats its lunch in downloads and TPUs. It’s like hitching your wagon to a horse that’s already halfway into the glue factory. Sure, AMD gets to say it’s “in the AI game,” but the game looks more like musical chairs on the Titanic. OpenAI’s losses are accelerating, CoreWeave is wobbling, and Google is now selling chips directly to Nvidia’s biggest customers. Meanwhile, Jensen Huang is out here insisting he’s not Enron, which is exactly what you say when people start wondering if you are. AMD’s move feels less like strategy and more like desperation cosplay—because when your partner’s balance sheet is bleeding out, you’re not building the future, you’re just volunteering to hold the IV drip.

le_pedal

I had My finger on the sell button when AMD hit 328

oldprecision

Someone tell AMD stocks only go up.

Byemanitials

When’s that pic from? AMD is down to 335 right now.

iXProject

Does anyone here trim after short violent runups in taxable account or is it too much of a headache? Thinking about AMD but applicable anyone

ProbablyAnFBIBot

IF Nvda MSFT or Apple go down, AMD will crash harder, this guy is highly regarded

ArticleTerrible7621

AMD I just need you to do the thing during earnings, just like most time so that I can buy some LEAPs

MichaelSquare

AMD dumping while INTC still moonshots.....

Odd_Papaya8305

All I ask for is a 10% drop on AMD PLS

thealex7r

AMD is read as soon as I bought small DTE calls? Yeah, nothing new.

EnginrA

Why is AMD dumping

Ok-Art6659

AMD V incoming

Knarre30

The amount of 20-40% swings of single stocks in the last few weeks is crazy. POET,INTL, Bird,AMD... i guess normal market behaviour, lets just pretend nothing bad could happen.

FuckingJPMAlgos

Wow of all the trades you could have done this has to be the regardest play ever. AMD calls but puts on INTC MSFT. Do you not know the term Wintel you fucking retard? Its got win in its name for fucks sake.

Memento_mori9608

Bought the dip on AMD

Comfortable-Sky7801

Bought the dips on AMD, AAPL, MSFT. Decent day so far. Hoping TSM goes red again. Maybe I’d like to get in on the MU train again as well.

edmundamore1

I'm so glad I bought AMD calls on Friday. Fuuuuuuuuuuck meeeeeee

TheSauce69

I thought AMD red was illegal wtf

Suavecore_

Nooo my 5/1 AMD 440c lottery tickets

CerebrumMortuus

AMD down $15 after going up $150 in a month oh no

le_pedal

AMD bottoming out for the day 

Odd_Papaya8305

Come down to 300 AMD

BrightPie7284

nooo AMD, I'm only up 50% YTD rn.. bers were right

rcantu314

Intel still ripping and AMD dead, ok

spellbadgrammargood

The week after I have AMD puts, it starts to tank. FUCK YOU.

Comfortable-Sky7801

Just bought some AMD on the dip. Hopefully TSM dips a bit as well so I can get some of that as well.