AMD
Advanced Micro Devices Inc
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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!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
Mentions
multiple expansion is getting stretched vs NVDA. I think AMD now has to grow faster if it's going to outperform.
AMD free fall and has not seen this prices since… 2 days ago
Holy shit what happened to AMD bruh. Bad guidance?
The earnings growth potential of SPCX is way higher than the earnings growth potential of AMD. completely not comparable to just take a snapshot of the earnings today. its not the 7.8B revenue that justifies the market cap, its the expected hundreds of billions of revenue in a few years.
AMD calls at open obv move
What about the bears? The Michael Burrys? The AMD shortsellers?
markets running on pure regard energy lately. watch the kimchis dump AMD at the open and we get a proper red dildo
Good thing the AMD day is not a popping hard pltr style day. That gives room for my SNDK and APP plays to make (please god)
AMD is down because (1) their record cap ex spend, and (2) Elon Musk said during $SPCX earnings calls that they will choose $NVDA over $AMD for future data center buildout.
Msft SPY and AMD
AMD reached lows that we haven't seen since yesterday
AMD making that regarded move now
If AMD had a PE of ~30 and forward PE of ~16 I'd buy this dip Unfortunately, that's not the case lmao
It was a joke because it has already been mentioned like 10 times and BECAUSE I WAS PISSED since AMD long.
probs this. I think the spaceX datacenter deal signed exclusively with nvidia hurt peoples growth expectations of AMD. But the other semis are just fine - it means nvidia gets more business than AMD... chips are chips and still need memory
AMD is almost green wtf is this retarded pump🤣
I found the comparision with Intel interesting for Data Center **AMD — Data Center segment** Q1'26: $5.78B Q2'26: $6.72B **+16% QoQ Segment** **op income**: $1.60B → $2.10B (31% margin) Intel — DCAI segment **Q1'26**: $5.05B **Q2'26**: $6.26B **+24% QoQ Segment** **op income**: $1.54B → $2.47B (40% margin) So they apparently are supply constraint and can´t take anymore market share from Intel and Intel might have some benefit because they have some foundry on their own apart from TSMC and can start using this as leverage. Price hikes help too. Will be interesting when Intels Data Center department will be bigger than AMD again, the trend is there.
> Their forward guidance implies slowing of growth rate and they're raising their own capex Q3 is not material to their 2027 growth rate, as MI450 only begins at the tail end of the quarter. DC revenue is growing 100%+ next year, confirmed on the call. AMD does not give specific numbers like this unless they are sure they will be hit.
AMD traded like that for years, NVidia is on easy mode in comparison - trading sideways near ATH.
AMD will be 550 tmrw, heard it here first
AMD shitting the bed but semis and futes still green Very interesting
Can AMD recover today?
I'm riding SOXL so haven't been following any individual one. AMD shit the bed but somehow soxl still green 🚀
Does AMD dump more at open or get bought up
This is good for AMD right??
AMD is a $1,250 stock in 3 years
i made a lot of money today... o wait.. i forgot about my AMD calls
One common mechanism, two different tests. For AMD, the question is whether AI revenue lifts gross margin and free cash flow after product-mix and supply-chain costs. For SpaceX, it is whether infrastructure spending creates durable network economics before financing needs dilute equity holders. A stock falling after strong growth usually means the growth was already in the price. The useful signal is the estimate revision that follows: higher forward cash flow, or merely higher capex and depreciation.
While I agree on Nvidia I struggle to see how AMD fills these shoes. Any serious competition will cause compression on profits for both unless the demand really is for as much compute as you can supply which I currently am doubting.
I think if AMD didn't cuck everyone and drop pretty much every memory, semi name down by 2% QQQ would have been up a lot. But Alas Lisa could only come up with a measly 3% guidance raise. Show us some double digit raises next time. sigh
Remember, you were the one who chose to play AMD earnings instead of walking away with the huge gains
Is it not? PLTR, MSFT, AMZN all running. AMD beat and will rebound. Wait until NVDA smashes then QQQ ATH again.
what price are we buying AMD back at
“Punished” was the wrong word. I meant the immediate post-earnings reaction, not AMD’s overall performance. With the stock already up 142% YTD, a lot more than 50% revenue growth was clearly priced in.
18k spread evenly across AAPL and AMD, followed by 20k in TQQQ
AMD is +197% over the last 12 months. It's priced in already
AMD stock price went up 142% YTD while revenue grew 50%. Is the punishment in the room with us?
we did see it go as low as 428 USD I believe before the earnings, and I believe it's set to open at 472 overnight, I think you are bang on with additional volatility 450 USD or lower could be a good buy target as people reconfigure their portfolios. I was thinking the exact same thing as I bought high, get the average cost of the shares down and capitalize on the products that are going to gain AMD marketshare.
It seems like earnings reactions this season are direct opposites of what happened last season. Thinking $MSFT, $AMD, $PLTR.
AMD fanboys pushing so hard this logic that NVDA revenue of $250M is also not justified with 4.9T market cap 🤣
AMD made a profit too. SpaceX has a -25 billion dollar cashflow
Ouch. AMD regularly sees this kind of volatile movement. I guess it suits investors with strong nerves. Still, among people I know, few can keep their cool through these sharp ups and downs.
Folks today was a bad day for AMD calls, although a fantastic opportunity to get your money back buying calls at open.
Any AMD share in the universe attracts any other share with a force varying directly as the product of the masses and inversely as the square of the distance between them. In symbols, the magnitude of the attractive force F which means our call options are fucked equal to G.
How TF am I gonna lose money on calls on such a huge green week (AMD calls), I'm shaking
Why AMD post market down?
All those AMD calls are toilet paper tomorrow
Same deal as OP but paper handed a few contracts. Started with $700 bucks on Friday and built it to 10k today. I also bought a few calls in AMD and SPCX for a little fun so I’m guessing tomorrow morning I’m around 8k in this account. But who knows maybe the market rips in the morning let’s goooo https://preview.redd.it/tsh2aok39hhh1.jpeg?width=1170&format=pjpg&auto=webp&s=fd1953334950c2b182b0b4387a3506cdaddf6692
Now, 8 out of 13 times after positive earnings reports, AMD dropped in price. Don't sell and you won't take a loss.
I got LLY shares that will be sold tomorrow morning for more dry powder, and AAPL as well so, I'll be locked and loaded for that AMD dip
As long as you dont mind waiting a few days it's absolutely going back to 500-510, the earnings were great. Worst case scenario it dips another 3-5-10% tomorrow when market opens but it will find a bottom and start its climb back up. AMD is no stranger to 10-15% green days. Best case you timed the best entry around 470-475.
I got a 99 cent subscription to WSJ, Barrons, Marketwatch and it's just heartbreaking to see what garbage, click-bait, demagoguery passes as market reporting. It seems they have the memory of a goldfish and the lifespan of a fruitfly Tomorrow we'll be seeing that "it's all over for AMD after a HUGE disappointment" Nobody would dare to mention that its still up over the last 5 trading days. LOL.
wait for market open and see what AMD does, if it found its floor around 470-475 and has positive sentiment ride it back to 500-510 resistance levels and take the swing. If it has negative sentiment wait for it to bottom out and get an even bigger swing.
If I was in your position I’d wait, AMD has a history of having good earnings and still dumping. I wouldn’t be surprised to see a recovery especially with SNDK earnings tomorrow after hours. If that goes well it could bring some pretty good returns for the overall AI/Tech sector. And whenever you do sell afterwards maybe don’t go 100% full send into one single stock. Add some diversity or straight if ETFs for safer consistent growth
AMD yolo calls tomorrow after open might print
grabbed 20 shares of AMD on the dip wish me luck
It makes my decision on what to sell easier. I'm up a shit-load on AMD and looking to take some profits and buy some more SLS now that they are down to 2 patients in the trial. It could be epic if that drug works out.
AMD kinda scared me, but my semi thesis still holds. Just turns out nvidia gets the business instead... soxl is mostly flat despite AMD missing ER's and tanking hard. Diversification for the win! TQQQ is definitely "safer" than SOXL, less volatile anyhow.
I’m tripling down tomorrow. I think it has one more push before leveling off for a bit. Still some large caps down inexplicably after earnings (Apple/AMD etc). Still room to grow.
Lol yesss “I bought calls for AMD earnings cuz I really do like the stock and thought maybe this time would be different. Probably going to be down bad at market open. Anyway chicken quesadilla”
unironically pivoting my lottery ticket spy gains from today into buying AMD as the bag holders panic sell
cuz AMD is Nvidia -50$
Nvda is the biggest weight of both at 7% while AMD is only 1% if that
So in the middle of this giant rally I assume is because of AI, AMD is just going to be the only red company?
Spy and qqq not bothered one bit about AMD.
# AMD tanking... to prices not seen since yesterday
AMD and SPX went down for the same reason... peep that!
Spcx tanking was the most obvious call of the century… AMD tanking is a huge overreaction and nothing to worry about.
AMD dragging stuff down?
Yeah, nope. Burned one too many times with AMD. Today was wild, no doubt. Caught the entire SOXL move though.
AMD Friday lotto calls, a good sympathy play for SanDisk ER 😉 low risk, high reward
100%. Semis pumping hard tomorrow, leaving AMD behind ig
SOXL has a full recovery after AMD implosion, tomorrow green again sers.
AMD sucks and I knew better
AMD 470 ODTE call set to buy 4.8 at open
It's not a big part of the overall point I'm trying to make, but I'd argue there are absolutely tons of companies that have rebranded from a .com to a .ai company in the past couple years. There is no problem with supplying current demand (go to your favorite chatbot right now and check if it responds), and many reports have come out recently with companies scaling back their token budgets. People are charging more for your desktop GPU because Nvidia/AMD/Intel are prioritizing selling chips for data centers that might never exist and limiting the supply of consumer GPUs. And to the people who say when this crashes we'll all have H200s are crazy. If you've seen the power requirements or stood next to one of the data center units and heard it, there's no way this becomes something we benefit from in the future like railroad tracks or fiber.
Is it time to take profit on AMD?
Whoever I said to go all in on AMD calls to yesterday, I apologize and hope you didn’t take my advice
I think the rule of thumb is stocks that rocketed during the April ceasefire moonshot (like AMD up nearly 300%) and stayed there are going to come down unless they can prove they deserve it beyond earnings beats. Stocks that didn't skyrocket are going to pump because they missed the last one; it's their turn to ride the rocket.
It's always the "long run" and "will" with this shit. What's it do now? It's not holding up to any of the promises they've made while being stupid expensive to run. Your AI graphic art is easy to clock and looks like shit. Facebook and YouTube sell ads. And they didn't lose nearly as much money over years as OpenAI or Anthropic lose in a quarter. I'll add we're now in the era of selling picks and shovels to a pile of picks and shovels. These profits from Nvdia and AMD are coming from chips that are sitting in warehouses because the data center isn't built, the company hasn't secured the power to turn it on, and the community where they want to build it is actively opposing it. Meanwhile, all the demand is being served with zero downtime. What exactly are we doing here?
I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW
AI recession cancelled guys. We leave AMD behind I guess, but zero chance we go down tomorrow. This week is up on week sers.
I’ve been looking to buy more AMD so I bought SPCX puts that expire Friday.
Wtf happened to SPCX and AMD after market?