AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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Reddit Posts
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Mentions
You posted your positions, I warned you to get out of them and you were smarter than everyone else. Your positions you were so proud of up a WHOLE 8K in a week when yields hit 25+ year highs and oil was up to 86/95. And what "other day" did AMD "Boom?" AMD was at 585 this year(565 was when I sold). Not one of those beyond NVDA support your AI thesis being wrong. You're the guy who thinks that Nvidia had to add 500B in liquidity to go up 20 dollars a share! You do not understand the market!
MU BE NBIS AMD SNDK nice and shitty
I got cooked on AMD calls. How tf is NVDA up so much and AMD is down, I thought they do the same thing
Everyone talking about Nvdia but forgetting about AMD
They'll need to take significant market share from AMD/Intel/Broadcom to justify the higher price. Being first to market with a CPO-based rack will do a lot of damage to competitors. Broadcom's doing similar stuff, we'll see who comes ahead or if a rising tide raises all ships. Nvidia is not a buy for me but that being said Nvidia relies on Marvell for CPO so I'm just filling up on that instead.
how is it a bigger loser than memory? AMD -2%, dropped \~2.5% from peak MU -3% dropped \~9% from peak
nvda crushes and AMD loser on the day worse than memory lmao
AMD is such chopped garbage
AMD classic is undefeated
The AMD classic it strong yet again
Gonna have to hit this AMD dip
I'm not a oracle dude, I can't get a perfect put position on this. That's why I've been sizing in over time and mostly going with late 2027 puts. You just don't know my positions, it's cope. I do have should have sold my short term puts on Monday, you're right there. I don't think this is a losing position. I also still have liquidity if NVDA goes crazy here, but to me this looks like a bull trap. Also, this is why I'm diversified. I mostly posted my NVDA positions, but I also have positions against AMD (picked this up the other day when they boomed), SMCI, ORCL, and SNDK. All of these have been doing well even with this little NVDA pump.
I'm surprised the rest of AI is not flying higher because of Nvidia's results AMD makes sense since Nvidia is a direct competitor and Nvidia is winning But SK Hynix is the #1 memory supplier to Nvidia. Micron & SanDisk & Marvell should all do well.
NVIDIA has been solid in other segments so long. Since RIVA TNT2 and never looked back. I am the biggest moron however talking to people about how NVIDIA bought the best enterprise grade connectivity for Infiniband (Mellanox), later AMD Xilinx for AI but got Solarflare as part of it. My conclusion was they wanted better connectivity for compute. Sat for years talking about buying AMD... Customer of both network segments professionally. Maybe I need those META glasses, do they come with arrows and explanatory markers?
I bought a few thousand AMD and NVDA like 10 years ago and it's now collectively worth 300k, all profit subject to tax. With my holdings in SP500, I own even more chip stocks and tech stocks dependent on them. I don't want to sell and rebalance it until I retire bc I'd end up paying the highest tax rate of my life on it so I'm just sitting on it sweating bullets.
AMD back to advanced money destroyer
NVDA green, AMD red.. it’s like my computer
AMD MU NBIS SNDK trash
The market cap is really hard to justify, especially with OpenAI, AMD, Intel, Google, MSFT, etc all trying to build silicon to displace them.
They did explore that path, it was called DGX Cloud. Problem was it put them in direct competition with their biggest buyers. So you can either keep producing insane profits doing what you've been expert in doing for decades, or completely shift your business from asset light to asset heavy in a competitive field already dominated by big players. And by consuming some of your own GPU's, you are no longer getting massive sales and profit upfront, you are hoping some will pay off in the longer run. While you own the key resource today, you only encourage wider adoption of AMD tomorrow. Every move NVDA is making now is to lock in their GPU's and ecosystem; I like it. Take the largest open source platform, and lock them into NVDA hardware. Partner with countries to run their sovereign platforms on NVDA. Provide financing to smaller players who otherwise couldn't afford AI compute infrastucture; future success is then shared.
Thought AMD would get a second hand pump from NVDA, but less than 1% is some BS
Yeah, AMD just bought them (Taalas). I was looking for shares :-(
His distant 2nd cousin and CEO of AMD (Rival GPU maker). AMD gpus are in all PS5s and Xbox series X.
hell no. Waterblocked RTX 3080 $AMD Corsair Dominator Titanium 64 GB $MU Crucial T705 4 TB $SNDK
I'm a gamer and Nvidia released the GTX 1080 Ti back then. I knew they had a big advantage over AMD GPUs for the foreseeable future
AMD Sandisk NEBIUS ? Are we trading Marvell and Oren ?
AMD is going plances... source: trust me bro
guess who got AMD before close, the only semi that didnt fly off NVDA earnings
He's said a lot of things. >[I don’t know I started with 4K 3 years ago.](https://www.reddit.com/r/wallstreetbets/comments/1vc1lcn/comment/p0yevge/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) So, 415% in year 1, then 560% in year 2, then he's putting $400k into AMD leaps? Uh huh. lol
Well 11 months ago he said hes going $400k into AMD leaps. Assuming he held through, thats a lot of quarterly dividends....
hopefully you can see this. I'm posting my fees for the options I traded with E-trade. These are the only fees I pay it adds up buy I trade a lot, options mostly but some stocks as well. |Type|Qty|Description|Est. Fee|Est. Comm| |:-|:-|:-|:-|:-| |Bought To Open|2|PNC May 22 '26 $212.50 Put|$0.03|$0.30| |Sold Short|2|PNC May 22 '26 $215 Put|$0.04|$0.30| |Bought To Cover|4|TSM May 15 '26 $310 Put|$0.06|$0.60| |Sold To Close|4|TSM May 15 '26 $300 Put|$0.07|$0.60| |Bought To Open|3|AMD May 22 '26 $305 Put|$0.04|$0.45| |Bought To Open|2|AMD May 22 '26 $305 Put|$0.03|$0.30| |Sold Short|2|AMD May 22 '26 $302.50 Put|$0.04|$0.30| |Sold Short|3|AMD May 22 '26 $302.50 Put|$0.06|$0.45| |Bought To Open|5|AMD May 22 '26 $305 Put|$0.07|$0.75| |Sold Short|5|AMD May 22 '26 $302.50 Put|$0.09|$0.75| |Bought To Cover|4|AMD May 22 '26 $302.50 Put|$0.06|$0.60| |Bought To Cover|6|AMD May 22 '26 $302.50 Put|$0.08|$0.90| |Sold To Close|6|AMD May 22 '26 $305 Put|$0.11|$0.90| |Sold To Close|4|AMD May 22 '26 $305 Put|$0.08|$0.60| |Bought To Open|2|PNC May 22 '26 $212.50 Put|$0.03|$0.30| |Sold Short|2|PNC May 22 '26 $215 Put|$0.04|$0.30| |Bought To Open|2|TSM May 22 '26 $385 Put|$0.03|$0.30| |Sold Short|2|TSM May 22 '26 $387.50 Put|$0.06|$0.30| |Bought To Open|2|TSM May 22 '26 $385 Put|$0.03|$0.30| |Sold Short|2|TSM May 22 '26 $387.50 Put|$0.06|$0.30| |Bought To Open|2|WMT May 22 '26 $114 Put|$0.03|$0.30| |Sold Short|2|WMT May 22 '26 $117 Put|$0.04|$0.30| |Bought To Open|3|IBM May 22 '26 $197.50 Put|$0.04|$0.45| |Bought To Open|1|IBM May 22 '26 $197.50 Put|$0.01|$0.15| |Sold Short|3|IBM May 22 '26 $195 Put|$0.06|$0.45| |Sold Short|1|IBM May 22 '26 $195 Put|$0.02|$0.15|
I know this is a low effort meme and all, but the actual bear scenario is not a shovel seller like NVDA going bankrupt, it's the risk of the nonprofitable center of the AI trade like OpenAI, Anthropic, and SpaceX not having enough return on investment or cash flow to continue their euphoric buying spree of data center/semiconductor products from companies like NVDA or AMD, who are currently priced at levels assuming basically parabolic revenue growth for the next 5 years. Not even a bear but you guys need to at least try to understand why people might consider this whole thing risky lol
Yes, absolutely. SKHY I think will just print cash the next 3-5 years. But if you want to see if the AI trade is over, look at what AWS just agreed to with Nvidia or go listen to their earnings call. Nvidia is finally seeing their margins drop in part due to HBM4 costs, but they're also raising prices on Rubin by 15%. With regard to AMD... I just don't have a good feel anymore. It went up... 5-6X when I sold, so I was happy there. I've been in Nvidia a lot longer and I've had about 10 different price targets where I was going to get out, but they just keep just growing. I think people are drastically underestimating the long term impact NVDA will have on the economy. That said, as soon as I hear an earnings report where AMZN, MSFT, META, GOOGL, SPCX slow their CapEx, I may choose to exit. I'm not particularly worried about Anthropic given their run rate, but OpenAI is a bit more concerning. I don't think that'll be enough to sink the market though. I'm also looking at Nvidia A100 and I believe it was CRWV that just licensed Ampere(which came out in 2020) for 100M through 2029. That's not proving a shorter valuation on GPUs like Burry has claimed, that's proving the exact opposite(as well as numerous other examples of renting out Ampere or Hopper GPUs, but that's the clearest example).
Absolutely couldn’t agree more nobody uses their brains anymore. I decided to take a big risk last year and dumped a lot into AMD and I’m up 1.3M and like you I sold some at $550 ish but I’m holding out for another year or two hoping it gets to $1,000 but I can’t decide if I’m a fucking idiot and the semi trade is largely over or not. It seems like there won’t be a big run up like we had in April and May again but idk I’m holding onto hope. Any other stocks you’re interested in that could double or triple in the next couple years?
LOL... no, it's actually not boiling(maybe my default is just aggressive and verbose). My opinion on AMD? I got lucky as fuck with AMD. I owned BRK.b in April when Trump did the Tariffs and I got AMD at \~80 a share. The day it hit an intraday low of 76 or so. I've owned NVDA since '19 and '23, so I wasn't going to buy more. Plus, given it's size, I thought it could 3X. It did much more than that. I sold it at 565 and 520 earlier this year to get ready for SKHY. I just thought in the 500s, especially when it got up to 585, it was too expensive and it's ran too fast too quickly(though NVDA kept going at the same place AMD is at so I could be wrong, especially with MI450 coming out and the Helios stack). I think the more you listen to and hear the CapEx and the ROI we are seeing... they don't need to gain any market share and they're going to keep growing. My biggest concern was the way they set up some of those deals with OpenAI and I think it was META, but I am also concerned about the private equity. I still think the bull case wins out, but I just cannot stand the stupid 'I'm right no matter what happens,' type logic and these people who are putting like 25K on the line and talking shit about being up when they honestly don't even understand why. I don't know if the guy before was being serious, but there are so many people just mindlessly repeating shit like "circular financing," and things Burry has said that... they've lost the ability to use their own critical thinking.
If you’re a fellow /r/LocalLLaMA addict you knew the bubble wasn’t going to pop anytime soon. MAYBE Nvidia and AMD will take a hit if China comes out with an M5 equivalent with 512GB - 2TB of integrated LPDDR5x at 1TB/s or greater for $10k or less. And that’s just inference. Anything short of that and the bubble continues.
Yup. Whenever NVDA bulls tries to make fun of AMD, I just show them the YTD%.
That will be funny but it won’t be because of these GPUs It will be because of new hardware that makes AMD and Nvidia irrelevant EUV machines and fabs built in mainland China fabs in the US all making Taiwan reunification not a US problem stock market will hate it though
Nvda not going under $200 ever again. It’s time it goes catching up with AMD
NVDA will do **$395B** in revenue for FY2027 and **$570B** for FY2028 and retards in here want to short it and are too scared to buy it. You will never see numbers like this from any company. Ever. They did only $27B in 2022. Walmart has a forward PE of 36x. AMD has a forward PE of 62x. None of this AI shit works without NVDA. They control the supply chain because they are the supply chain. Competitors can’t even get the memory they need because it’s all taken by NVDA.
ARM and MRVL up like 5% from that NVDA earning . while AMD AVGO sucking dick .
FYI - AMD bought a small startup, Taalas, that massively increases the speed while reducing the power of AI. It is a huge game changer. Caveat - its a fixed configuration. So if you load Claude 2.5 that is it. You would need to upgrade. But for a boatload of application specific AI tasks this is HUGE. Barrier to entry - zero.
AMD is also free money iguess lol
Calendar year 2Q2026 data center segment results: - INTC $6.3B - AMD $6.7B - NVDA $89.0B In Jensen we trust!
Mouth breathing memory companies are holding back my King NVDA. I hate memory more than Jensen hates AMD
NVDA profit margins expected to slip from 75% to 74% .Bullish on AMD, Intel, TSMC 📈🔥
Their profit margins is expected to slip from 75% to 74% . Bullish on AMD and Intel 💰
$20 B CFC by 2028. Growing faster and it's cheaper than AMD or other shit companies like INTC this sub likes to parrot.
Every gamer also understood NVDA was a nobrainer in the future along with AMD for infrastructure. Guess how priced in that was...
The real play is betting on adjacent stocks to Nvidia (AMD intel etc)
No matter what happens with these earnings, the real winner will be AMD.
I feel like that's just AMD's thing. It's the person screaming I don't like drama
Why is AMD so fucking dramatic today
Honestly i'm trying to fix this same mistake as OP (with AMD instead) This is not a financial question for financial advice, but, the likelihood is that NVDA goes up tomorrow after earnings?
I'll start us off. me: what would the market look like the day before a taiwan blockade? quant: • SOXX +63.9% YTD is absolutely nuclear — we're not talking dip, we're talking a move from 310 to 655 and back to 514 • NVDA +12.8% YTD but off a 235 high two weeks ago — that's fresh weakness • AMD +114% YTD (!!) but also pulling back hard from 580 high • TSM +30.6% but still up massively from 317 start • News flow: NVDA earnings are TODAY (Wednesday) — that's why the chop. SOXX headline says "market breadth bad, chips losing steam" • This is NOT a dip into value, this is a pullback in a bull run ahead of an earnings event You're dead right. This isn't a chip dip — this is a **consolidation + earnings anxiety** in a tape that already moon-walked 💎 The semis are up so much year-to-date that any pullback is just shaking out weak hands before NVDA prints tonight. Buying into this right now is buying the earnings \*fear\*, not the \*dip\*, and NVDA earnings could rip or crater either way. **Hard pass on the chip play.** If you want something that hasn't already 10x'd into the stratosphere, and still has Taiwan hedge logic baked in, stick with the **GLD + ITA** core from the playbook — gold is overbought but at least it's \*insurance\*, and ITA (the defense basket) has actually \*pulled back\* without any Taiwan catalyst, so you're buying a discount in a sector that would rip if tension spikes. Or, if you wanna get aggressive on a \*real\* dip thesis: wait for NVDA to report tonight and catch the post-earnings washout tomorrow (or next week). That's when you'd have actual price discovery, not pre-earnings prayer 🚀 Want me to just kill the chip suggestion and keep the GLD+ITA core? Or pivot to a post-earnings NVDA catch if it craters? https://preview.redd.it/ucat2chrkrlh1.png?width=1434&format=png&auto=webp&s=c670bbdb15c715a3826be75844b2615a462766d6
I still have sizable GOOGL shares position so I am not completely out so I will still be profitable on the way up, but without having a time limit. Most of my calls I closed today would be AMD and AAPL. Only calls I have left are AMZN $260c I bought near its low today and $270c I bought a couple of weeks ago.
You need to go all in on MU, NBIS, MRNA, AMD PLTR BITCOIN, GME, OPEN right now. These stocks will dominate the world
AMD and META, two money destroyers in my port, liquidate me idgaf
Last time I let other people's fears affect me, I sold AMD for a small profit rather than for like 4x.
Just need 509 on AMD tomorrow , not asking for much here
I spoke too soon, I see now. But I’m still gonna take a chance, if nvda falls due to not enough guidance, it could also mean AMD is eating into their share…If the market sees it that way LOL
AMD was an obvious short. Thanks for the cash, regards
Pump AMD MU guys common we got this
classic pump and dump today? AMD is doing ok so far but it's only been 20 min
I’m closing my AMD position today or tmr. Nvidia will crash to the pissers take your profit and enjoy the weekend
Fucking MU red again...at least my AMD is printing
# Kodiak AI and AMD Collaborate to Advance Computing Power for Driverless Trucking
ASTS and AMD love red so much they should just kiss
NVDA has grown revenue from $27B in 2022 to $130.5B in 2025. And $215.9B in 2026 with consensus being **$395B** for FY2027 and **$570B** for FY2028. And the fucking forward P/E is 23x. I mean Walmart even after the sell off has a forward PE of 36x. AMD has a forward PE of 62x. This shit is one of the most mispriced stocks I have ever seen. Market is just not willing to let it get above $5 trillion market cap. It should be a $300+ stock easily.
Explain why investing in both would be half losses and half profits. Years ago I invested in Intel and AMD, both are way up since 2001 when I invested. I only wish I had held onto AMD, thought like you and that Intel was going to be the winner. Both were actually winners.
How much did you make off NVDA/AMD if you don't mind sharing?
Dude your responses are legendary. Pretty sure this guy was being sarcastic but I enjoyed the takedown anyway. I think everyone can feel your blood boiling as you type and it’s highly entertaining genuinely great job dude. I own some AMD and I’m curious to get your hot take? Sounds like you’re an nvda bull and a general AI bull which I agree with but I’m curious what your thoughts are on AMD
As an AMD --heavy holder and NVDA holder I would love to see it.
I was planning to build a nice PC (2 x 3090 and an AMD) in 2021 because my gaming laptop died but ended up using that money to buy NVDA and AMD shares instead. Lucky me.
I thought Nvidia was proprietary and AMD was open source?
I don’t disagree but if it’s that easy then why isn’t AMD making their own “MEGALODON” version of CUDA and shipping open source equivalents? It can’t be that easy or they would have done it already.
People are mostly retarded here so its knowledge on deaf ears. Anyone with a brain who has watched the past 2 years of earnings knows its a pure prem burner in either direction. Gone are the days of +20% rippers. You gotta look to AMD, ARM, AVGO, possibly INTC, etc for chip earning rippers.
If Nvidia drops tomorrow, AMD is sure to follow?
This guy was an engineer at Meta and Google before this he wasn’t doing it at this level he probably couldn’t cut it at scale which is why he’s gone less than 2 years later, they will hire someone who has more immediate experience at scale probably from Nvidia or AMD or some such company.
AMD could see some nice gains this week
On the other side of the coin, their PE is a quarter of AMD’s PE
it's AI Psychosis. They know they are cooked. The after hour earnings today were trash and the after market is already looking paniced. I'm feeling real good with my AMD and NVDA puts 😎
Began investing in Nvidia in the mid to late 2000s. My relationship with Intel is on and off. I began investing into AMD about a year or extra into their comeback with Ryzen. I wouldn't call myself much of a gamer. I bought into Nvidia back when they began developing CUDA and talking about advanced uses while everyone else was focused on gaming performance of their product line at the time. In similar fashion, around the same time I began investing in Netflix and Amazon because I had a fairly good idea what was going to happen over the years to come. For those with an engineering background, often time these companies discuss future hardware or possibilities in their technical blogs which aren't easily found unless you Google it out. AWS was a few years old at the time and the whole "cloud computing" concept was new to a lot of people. Also they were launching ebooks and readers at the time. My biggest regret was not buying tons of shares back when AMD was just over a dollar per share.
You win some you lose some. I’m salty too because I lost on AMD and Tesla last week.
Remember how everyone said that last time and really nothing happened? Pepperidge Farms remembers. My bet is NVDA IV crushes both sides. AMD pumps for no reason.
so r my AMD puts fucked?
How the fuck did AMD go from $200 to $500+ from April to June
It’s all going to be moot anyway. We will be using photonic chips shrunk already 10,000x for training & inference for AI. One optical processing unit (OPU) from Neurophos (8 chips) is equal to a 3,000 lb server GPU rack while drawing 100x less power. Light doesn’t generate heat nor does it require the enormous amount of power that transistors do. We are the wall of what is possible with shrinking transistors on silicon. We are stacking them, AMD did chiplets when single chips no longer could keep up and NVDA is investing very heavily into $LITE, $GLW and $COHR bc they know if they surround their shitty power hungry GPUs with photonic components it’ll make it appear like they are making efficiency gains. The only moat is CUDA & Q.ANT (German startup) already has proven in real life AI datacenters that they can work beside GPUs and pull 30x less power while doing certain tasks like inference 50x faster. NVIDIA knows this but I would be investing in all things optical unless NVIDIA has a few tricks up their sleeve. Buy INTC, LITE, COHR and GLW to name a few NOT AAOI. The ETF EUV has a nice balance but I would wait for the 3rd week in September when the great ETF, hedge fund, index fund rebalancing occurs & all those chip stocks get kicked to lower concentrations. Especially considering the money in momentum funds currently like SPMO.
As long as AMD goes up 😂
Wondering if I should play NVDA for earnings tomorrow, or better to play AMD as proxy?