AMD

RubAlarming3563

AMD 100%

pharaohs_pharynx

How we feeling about AMD? This stock seems to be causing me some problems

andytobbles

All in AMD 2028 leaps

DuvelNA

SaaS can’t be dead while simultaneously being bearish AMD/NVIDIA. Good job wallstreet🫵😂

jiggolo420

How many times will AMD go red to green today?

silver0199

AMD wants to be green, you stupid algorithms! Let AMD fly free!

silver0199

*checks phone at open* Up $800, trending up... *5 minutes later, sees notification "Your AMD calls are up 40%* Might as well offload some calls... Wait what the hell its down 20%

Imaginary-Writer-125

I am missing out on all the fun holding onto AMD

silver0199

If we can have a reversal on the losses AMD suffered from last week that'd be great...

Much_Candle_942

**Fabs are the bottleneck** Whichever customer has highest margins (NVDA, AMD) will claim the top priority in manufacturing, leaving consumer grade stuff like Qualcomm waiting in line. That's why Intel foundries are so crucial, and now Global Foundries (GFS) is catching attention too.

EffectiveOne2513

AMD

TrickyBar9580

AMD nosedived, how was it good? Did you have put options on them?

Memento_mori9608

AMD, META, GLD, and MU have been good to me this year

Queasy_Soil9646

For ER, I got AMD puts, GOOG puts, AMZN puts. Sold everything at open and made profit. Last friday, I wanted to buy NVDA calls and chill. I was so hungover, I woke up and bought SNDK calls instead. Lost everything 🥰

Swimming_Middle_7476

idk my thesis is why would nbis go up if AMD and GOOG went down even after good earnings?

Left-Signature-5250

How do you people find these obscure stock picks? I am stuck with MSFT and AMD cause thats all I know. Do you just use a screener and look for shit you never heard of before and then sort by eps?

Hi_I_am_gosu

Thats from his total cost basis of all the orders. He's likely up way more than 12%. Ex I have 100K cash. I buy AMD and sell it 10x over the month of January and I went up 100%. It'd count as 1M vs 900K (random number) so it'd show there as only up 11%

Sekshual_Tyranosauce

I made $1.33 on AMD so I’m going to hold and hope for another blockbuster day like that.

Much_Candle_942

when MSFT, AMZN, ORCL and AMD are at 20 PE forward, why would anyone evem think about small caps?

Similar-Ant8560

The things I would do for AMD to pump 🤓

crikeyturtles

Reddit stock reminds me of AMD (advanced money destroyer) from 2024

Similar-Ant8560

Is it too much to ask for the AMD price before their earnings hit ?

Disastrous_Rent_6500

AMD is an easy 10 year hold and maybe crypto

Prudent-Corgi3793

Semis are up big today. Only AVGO -1% and AMD -0.5% are slightly down.

jiggolo420

AMD with one of the biggest come back stories 💪

80s_JDM

V back to green I guess, oh well buying AMD again

jiggolo420

WTF AMD i look away for an hour

wilhelm96

AMD shedding 3% in the last 30 minutes and still nosediving

smart_introvert

I feel like it's always a bad idea to buy beaten up stocks/ catching a falling knife, you don't know if these stocks have hit the bottom yet, it could keep going down for no reason (momentum). I remember buying AMD at 130 around December 2024, and it just kept going down for no reason, but once it bottomed out in April (liberation day), it bounces back to 200 very quickly.

segasonic66

Lyft is the AMD to Uber‘s Nvidia

andytobbles

If AMD gap fills to 155-160 then you’re retarded if you don’t full port leaps. That’s the most free play you could get literally all year, all this CAPEX from the mega caps are going straight into semiconductor pockets. They’re the winners in the end.

The_Albertino

Tell me that AMDs chart doesn’t look just like MSFT with the big double top. AMD gap fill coming soon

Cautious-Twist8888

Maybe but things are changing fast, if Nvidia or AMD can release their graphics cards that has 1000 times compute power to come out with unique better models than ASIC might not be as investable, as they are specifically only good for one model at a time, hence effecient.  Also Google has said they are not replacing nvd GPUs in entireity just like 10% or so.

Little-Revolution650

AMD. Not so speculative anymore perhaps though. Those of us who have been riding long-term are anticipating very beautiful things around Q3 reports this year.

BadMofoWallet

Thetagang unite, AMD has been making me so much money these last couple of years just selling puts on red days and CCs on Green Days at EOD 😂

Imaginary-Writer-125

The most obvious play is AMD btw, they smashed earnings but just didn’t provide strong guidance cause who tf cares when they can just ride off NVDA and ORCL Price was 230 before earnings run up

TrickyBar9580

The big funds are rotating money out of tech into some shit stocks. The intrinsic value of Sandisk is $2000 a share, and Micron $1500. Every good stock goes through down periods. AMD fell from 212 to $75 a share in 2025. Now it's $200+ again Nvidia has fallen 60-70% at times. It is the most valuable company in the world. In the short term, the stonk market is gay. After a few months, you'll be glad you held.

LivingLeading147

What is meant by over ordering is when end use customers (nvidia & AMD for use in their AI platforms, PC manufacturers Dell, HP, Lenovo, phones like Samsung and Apple, consoles) place orders at multiple suppliers for their future needs, totaling 200% demand. Due to allocations they expect to only get 50% from each, but that totals 100%. Now apply that across everyone that is panicking about securing future supply, and the suppliers think their demand is growing at 100% each year. At some point things catch up and the end customers get 150% of their demand signal, so they cancel 50% of their orders. Thats when things go in the shitter. And by this time the suppliers have started building their next 3 fabs at $30B per pop. That’s the memory and NAND cycle over the last 30 years. The last 7-8 have been pretty good since it’s a 3 horse race for memory, but all bets are off when the Chinese fabs catch up. The big crash happens when the institutional players get signals that customers are starting to refuse their allocations. They will get this notice weeks if not months before retail. If you’re in the industry you also get advance notice. Retail will be the last to find out, by then it’s too late. If you are retail it’s better to sell a little early rather than wait around too long. Stocks that 3x in 6 months also have the capability of going down by 75% in 6 weeks. Good luck!

TrickyBar9580

The big funds are rotating money out of tech into some shit stocks. The intrinsic value of Sandisk is $2000 a share. Every good stock goes through down periods. AMD fell from 212 to $75 a share in 2025. Now it's $200+ again Nvidia has fallen 60-70% at times. It is the most valuable company in the world. In the short term, the stonk market is gay. After a few months, you'll be glad you held.

Rvin16

NVDIA AMD BA TSLA RKLB etc

Mahrez-

Could Nvidia beat big and still sell off, basically a repeat of the AMD earnings move?

AppointmentSuch5869

MU And AMD better do something tomorrow, or I’m gonna do a warren buffet https://preview.redd.it/9aa2mm56wqig1.jpeg?width=1290&format=pjpg&auto=webp&s=c66bcd8bec79c21a956f898b63ed1935b4c87068

A_Buttholes_Whisper

Hood is the new AMD. Many years of flat heading our way

Abe2025

The virus started with AMD

PlanetCosmoX

When Citadel broke the law and shutdown trading in GME, AMD, and a host of other stocks to cover their hedge and manipulate the market during the day. Fidelity still had access. (From what I understand).

XorAndNot

I used to laugh at AMD suckers, and now, here I am, an INTC sucker.

PandabassCR

Google and AMD had the same problem early 2025, it often does correct itself in the end. Unfortunately PYPL has no moat or catalyst at all.

jonnyraza27

Maybe Thursday open ? I’m hoping bullish After earnings but I don’t know anymore . AMD tanked despite beating earnings , Spotify today jumped and DDOG got a nice pump as well

kemar7856

I bought the AMD,CRWD,CRDO and msft dips all biggly green

Dry-Teach-9577

AMD Model?

CykaDeez

Holy green candle AMD

Similar-Ant8560

AMD just playing games at this point

purpledurp112

Why is AMD not doing anything you pos

AltMatrixs

Can't belive people are still bearish, there so much fear last Thursday, which was my signal to buy AMD, and MSFT. Still adding here to RDDT, NVDA, and AMZN. Let the market fly

Blankcarbon

https://preview.redd.it/cy9llmwknoig1.jpeg?width=1179&format=pjpg&auto=webp&s=04842ce9aac43b46c13df64261d3bba5973452db Positions. At least I made money off Chipotle (+33%) then I just moved it to AMD

unknownnoname2424

RIOT is the next IREN. Load up. AMD contract was just the first more to come...

mixtape312

AMD 180p exp 02/20

Heavy_Discussion3518

2026 is going to be volatile and largely sideways with anything we talked about in 2025.  Infrastructure, power engineering, and electrification are likely the durable winners this year.  Even semis are going to be volatile as Nvidia is already at a premium, nonetheless Broadcom and AMD.

harryburton420

AMD 225 today

avengeds12345

When will AMD reach 25p again, I need exit liquidity

wilhelm96

They’ll probably be fine, and sell HBM4 to AMD in the meantime but it’s a blow to sentiment imo

WickedSensitiveCrew

This feels like when people said NVDA/AMD and semis would go back to cyclical demand. This is the new normal. Data centers will exist and consumers facing things like phones, computers, etc will continue to have memory in it.

RegardedDegen

Some how I derped my way into a win win situation. Had some AMD shares I wanted to get rid of. Instead of selling them like a normal them, I bought enough shares to have a block of 100 and sold a CC on them. Kind of out of the money, but still an annualized 20% of the value of the shares. Now AMD is shrek'ing. If I get assigned, I made a nice profit. If I don't get assigned, I can sell another CC for more premium. Somtimes its better to be lucky than good.

Grand-Wedding-3217

I like Amazon a lot because you get solid growth and massive margin expansion potential over the next 5 to 10 years. Love the business of Google but not so sure on the valuation. Microsoft is great but ChatGPT worries me, if you think it can survive the Gemini competition then it is a no brainer. Nvidia and AMD are too risky for me because I just don’t know how CapEx will be like a few years time - will they have more cyclicality in revenues again? Meta is a great business and the price is fair.

magic-grits

I hit 100k in december. Hasnt held true for me but its just been a rough month. I’ll let you know when i get there but so far getting from 60 to 100 was alot easier than its been getting to 130. I got lucky with MU and AMD though so thats an outlier that I dont expect to replicate ever again.

mikeydoc96

In a word: cost. No chip design company (e.g. Nvidia, AMD) actually needs to the entire capacity of what a fab can produce - that's why AMD sold its fabs. Fabs have to run all the time from the moment they come online until they're due a refresh. The equipment doesn't last so every day it's not in use it loses money (estimate is $10,000 per day per machine) Companies that do have fabs (TSMC) aren't going to built out expensive infrastructure if they don't have guaranteed demand especially when new semiconductor products are being released every 12-24 months and their customers being terrible at forecasting actual demand. Important to add that chip design is not limited to just to companies like Nvidia and AMD anymore. Automotive, Defence, Space and IoT (smart industrial equipment) are all developing custom chips. Everyone is designing custom chips for custom software stacks for their products. The lead time to get everything you need for building semiconductors is years. Its so specialised that there's 1 or 2 companies for each piece of equipment you need. New player or current needs billions in capital and dozens (maybe 100s) of customers back orders.

vagabond_primate

Can anyone explain AMD?

BambaiyyaLadki

To be fair the whole "RISC is better than CISC for efficiency" claim just refuses to die, and if anything it became stronger after Apple's M series came into the picture and people started asking why Intel and AMD couldn't make the same gains. "It's ARM, dummy" was the answer that was everywhere.

WarnWarmWorm

GPUs are leading the AI explosion. Even if the compute shifts from GPU to CPU in the future, first 2 companies comes to mind are AMD and Intel. They are a legal duopoly holding the patents of x86 and 64-bit and they won't let any other competitor use their architectural licenses. They won't switch to ARM and pay royalty instead of using their architecture as well. ARM's best bet is ASICs. Most ASICs only need the ARM for their host CPU which is a smaller part of the overall ASIC design for modern ASICs used in AI computation

Imaginary-Writer-125

Made 4% just off AMD, pretty exciting imo

OldManYellsAtCloud12

China invading Taiwan or jensen strong arming will derail AMD I think.

PlzBuyMePods

Shit I just bought calls for AMD and AMZN

Imaginary-Writer-125

AMD smashed earnings but provided weak guidance, doesn’t matter because they shouldn’t had dump this much below pre earnings run up AMD was $230 before the earnings run up and that’s my target

Imaginary-Writer-125

AMD

DryState8984

Each one has his own perception I assume u r a bear but the other point is valid : last week reversal was more brutal , AMD was down 16% in one day on good earnings !Metals for the first in history down 30% and many other growth names .

hioman01

Just full port SOXL instead of NVDA / AMD / AVGO or other shits

bad_detectiv3

Did you randomly buy AMD with gut feeling stock being down for too long?

80s_JDM

Sold all profitable AMD positions Bought VIX Sharks in the water

HomeMadeToast

Lower the ratio, generally more bullish in the market. It’s rigged so I bet there will be more corrections in the next month. There are two rations to consider - put/call volume (amount of trades), put/call OI (total money). Check out AMD for example. The P/C volume is at .43, while P/C OI is 1.08. You can read this every which way, I read this as institutional money is shorting AMD, and retail investors are heavily long. Let’s look back in a month and see which way to company goes, I am betting short with the insiders.

Specialist_Exam_8433

Market knows that Charles Liang was cooking the books for last earnings. I think SMCI had 2 different earnings data they could have released, and after they saw how AMD shit the bed he knew he had to pull out the cooked numbers. Market is calling his bluff now; margins are probably half of what he said they are.

RegardedDegen

Low key want my AMD CC to get assigned. But if it doesn't, I'll keep selling CCs.... So am I in a win win scenario? It's not a matter to making gains at this point, but a matter of maximizing them.

Mnmsaregood

!banbet AMD 230 14d

Mnmsaregood

AMD is an easy buy right

FraserValleyGuy77

I'm going to need you guys to pump AMD to ath by eod. Thanks

whitewashedsyrian

Holy shit I almost threw up holding my AMD calls at open but we’re up now thank god

Taiyoken

MU seems overblown. They're still sold out for the year and are ramping production. Don't they sell to AMD and Google anyway?

sdanielsmith

I would like to see a pull back in NVDA after Friday's rise. Test the recent high. If it does that, I'll reenter for the upcoming IV ramp into earnings. People can be as pissed at that stock as they want, but if everyone's capex is going up, that means they're going to be buying NVDA chips (even if they also buy TSM or BABA or MU or AMD or whomever). RSI is still low. Plenty of upside into earnings.

tendytinglings

Totally agree and it’s not like we’re going to get more affordable options from Nvidia or AMD anytime soon. Infuriating that one of the highest value entertainment forms (PC gaming) is becoming a luxury product that most can’t afford

Lanky_Commercial9731

I bought NVDA and AMD, they both did well...so far

gkdjsl

This is why AMD signing a blood pact with OpenAI was moronic, granted it's all conditional in terms of vesting and what not, but still. Don't pick favorites, just sell shovels and STFU.

Beautiful-Traffic157

Okay, I have to break things down into simple thought experiments. Here's my silly thought experiment looking at AMD vs Nvidia. AMD has a market cap of $334 billion and $34 billion in sales per year or roughly 10x the sales. Nvidia has a market cap of $4.5T with sales of $130 Billion per year or roughly 34x. What fake math is being done in the background to make an 34x company look less leveraged than a 10x company?

Notveryawake

Kind of pisses me off. Arc is a long way off from Nvidia and AMD but its light-years ahead of the old barely able to render DOOM integrated crap UHD they had. Some people don't need a massive card to push 4k at 240fps. If it can run average 3D games on a basic laptop it would make hundreds of millions of people happy. I was really hoping ARC would become the new standard for low-medium settings for games say 3-4 years old on a commercial laptop. It would expand the PC gamer base by a huge margin.

Ok_Employment_192

Samsung will reportedly begin mass production of [sixth-generation high-bandwidth memory](https://www.sammobile.com/news/samsung-pushes-hbm3e-chips-ai-servers-while-improving-hbm4-yield/) (HBM4) chips this month. These advanced semiconductor memory chips are said to be used in Nvidia’s next-generation AI accelerator system, called Vera Rubin, which is expected to launch later this year. A [report](https://en.yna.co.kr/view/AEN20260208001100320) from South Korea claims that Samsung could start shipping HBM4 chips to Nvidia as early as next week, coinciding with the Lunar New Year holiday. This [lines up with an earlier report](https://www.sammobile.com/news/samsung-hbm4-mass-production-start-next-month-nvidia/) about the mass production schedule. Those chips will be used in Nvidia’s Rubin GPUs, which are designed for generative AI servers and hyperscalers. The company has recently invested a lot of resources to [boost its HBM4 production capacity](https://www.sammobile.com/news/samsung-increase-hbm-production-capacity-drastically/). Current-generation AI accelerators, such as the AMD MI350 and Nvidia B200, use fifth-generation high-bandwidth memory (HBM3E) chips. Micron and SK Hynix are the top two providers of HBM3E chips, while Samsung trails those firms. However, in the HBM4 segment, Samsung is expected to become the largest supplier.

TrickyBar9580

There are people who bought at $70, who are waiting for AMD to reach $350 before cashing out

CMDR_Shepard96

I only just saw that AMD pumped at earnings to like 260, and then dumped back to 200-odd. Ouch. Hope you guys cashed out

ETP_Queen

All of these names sit on strong secular trends, but they express very different bets: MSFT and GOOGL are durability + cash flow, AMZN is operating leverage, NVDA/AMD are higher-volatility cycle plays tied to AI capex, META is more narrative-driven. Picking the “best” one today implicitly means timing which narrative wins next. For most long-term portfolios, an ETF that already weights these businesses (or the broader market) lets you capture the upside without having to be right on concentration, valuation, or cycle timing. Individual stocks make sense if you *want* to express a specific view not because you feel forced to choose.

Former_Tomato9667

Memory stocks are so cracked out lol, but you’re right about AMD

TrickyBar9580

Sandisk, MU, Western Digital, AMD, TSM

Jeffery95

Its not just that. The whole corporate incentive for company operation is not conducive to a semiconductor environment. Long term investment horizons that may not pay off for several years. Working openly and very closely with customers to produce custom chips optimised for that company’s product design and software. Iterative changes that mean the chip produced next week may be different from the chip last week. Feedback going to the roles with the correct technical expertise. The US leans far more towards defined yearly product releases. Mass market retail one size fits all products. Deadline cramming. Executives without technical knowledge making decisions on technical matters without advice. Intel sells the same chip to everyone and expects them to design around it. TSCM tailors their chips to their specific customers and generally dont have retail outlets - they let their customers handle that. AMD, Apple etc.

gydot

considering Intel + AMD is 16% of my portfolio, that would be very spicy for me.