AMD

ShadowCatZeroMeow

took profit on AMD, so it’s gonna go to 300 EOW

Wonderful-Sail-1126

Are you stupid or what? I said to buy Intel from the start. I’m actually an AMD bear.

aaron_dresden

lmao you didn’t say to buy Intel. Your thesis started primarily from a comment by AMD, you just kept editing your post. Which if I point to your headline is about an upcoming CPU shortage. Let’s go look at the price of the most popular AMD consumer gaming GPU over time: https://pangoly.com/en/price-history/amd-ryzen-7-9800x3d What about data centre CPU’s then: https://www.techradar.com/pro/the-price-of-amds-most-powerful-processor-ever-has-been-slashed-by-almost-half-and-i-cant-understand-why How’s AMD stock doing? Oh hey it’s back to where it was in January, is that from the CPU shortage? https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/a-look-at-advanced-micro-devices-amd-valuation-after-new-ai/amp Multi year GPU deal, and existing commanding lead in CPU’s. So okay let’s look at Intel, yes demand primarily from Elon and Google boosted their share price. A company that wasn’t competitive for data center CPU’s, has been thrown a lifeline and now is back in the mix, restoring its share price to back before the collapse post 2021. But has your thesis come true. Is there unprecedented demand and has that created a CPU shortage? No. Just seems like your picking and choosing from events that have happened to show your right. I already had Intel btw.

cats_are_gay_ama

Add some AMD and MU in there for me

Dense-Map5735

AMD's performance is also looking strong

Neader

Advise everyone to load up on AMD puts now

corundum9

at what price point are we selling AMD?

TheGraeme95

AMD quietly crept back up to $250 goddamn

LividAnt9602

My AMD!!! Noooo

meathead13_

Kind of want to sell AMD now that it’s back at $250, it seems like it struggles to go any higher than that Also kind of want to keep holding it and see what happens

Frizzoux

ORCL or AMD for me today.

oldprecision

Do I grow a pair or do I ride AMD back down to $200 again?

Working-Explorer7805

I like Jeremy Lefebvre. He is focused on business fundamentals. Less hype than others I have checked out. You can see he is always right on the ball with AMD, SOFI (recents). META, PLTR, ELF not long ago. When everyone was hating on these stocks, he was buying up. You can see how much his public portfolio has grown to over the past few years (Nearly $4 million now) But yea I don’t copy his exact stocks but he gives strong advice and I have similar large caps to him. Learnt a lot from him, I would say out of the YouTubers, he definitely is one of the better ones. But for sure form your own opinion.

Academic_Lock_1699

AMD...fuck

poffa-

Oh god no AMD PLS

BigBoysenberry7987

Very cool! META, AMD, MSTR…

SophisticatedLogic

I just built a big beautiful stock picker!!! Guaranteed better than crayon charts. 1st bubble you pop will blow your port, 3rd bubble you pop will 2x your port. If you hit CUCK, please put fries in the bag and try again!! >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!<

Tradingland

INTC, MU, SNDK, AMD, TSM, NVDA, AVGO, MRVL all will benefit from ATOM's next generation semiconductor manufacturing technology for chips with more performance boost and energy savings and more chips per wafer

RepulsiveDisaster671

I got some AMD shares @ around 110 I plan on holding for a while

WSB_Austist

Deadass love their products too, how did I not know they were public 😭 bruh I should have bought shares years ago. Appreciate the yolo idea though. I sold my AMD shares back in 2019 because I was a literal smoothbrain. 

Echo-Possible

Okay fair point on Microsoft announcement from 2024. If Intel can get 18A yields then Microsoft will produce their shitty Maia accelerator on it. However, Maia has been significantly delayed so we'll see. I think Microsoft is more likely to lean on Nvidia and AMD for accelerators than their own ASIC which isn't great. I'm betting the "deal" isn't guaranteed money or production for Microsoft unless conditions are met (like yields and quality). Let's see if any production ever materializes. Terafab is a joke. And nowhere in the announcement does it say Elon will producing chips through Intel's Foundry business. It says Intel is going to help Elon set up his fab. He wants to set up and own his own complete fabs for the entire supply chain. He doesn't want to be an Intel customer. More likely is he is going to license some specific IP from Intel.

VictoriaAutNihil

Bought 300 shares of ORCL last week. Nothing to do with the Iranian debacle, more to do with the new CFO hire, expanded ai infrastructure build up. I also added more MRVL prior to NVDA's investing 2 billion for their chip technology. Sold PLTR, UBER & COST last year and bought AMD. P.S. At my age, I should be playing if a lot safer than I currently am doing, but savings accounts? I do have a 4% three month CD and some cash in a Treasury Note. Probably should be 40/60, right now I'm 70/30. I think by year's end I'll get it to 50/50.

Immapillpopnanimal

Should have bought Intel and AMD. 8000 in each made me 1000 dollars in 3 - 4 days.. just picked up 5 shares of micron technologies too. Other than that just Bitcoin, 10,000 shares of ondo finance, 10,000 cardano, (ADA) and a small bet on injective

Sekshual_Tyranosauce

If AMD goes over $249 probably gonna be my exit. Then it’s full cash position until this thing finally breaks.

potato111a

My AMD $220p for May 15 bags r heavy 😞

Austerlitz19

They were wrong then, and maybe I'm wrong now. I was more than happy to ride companies like VRT and AMD on the way up, there was real infrastructure build out and it made sense that a lot of companies would be doing well. I just can't get past the fundamentals of the strait being closed indefinitely, even if it opens right now, today, oil isn't going back to $60 any time soon and that's essentially a worldwide tax on any and every good that is transported or service that uses energy... which is like everything.

Typical-Layer-1253

Port went from 140k to 190k so fast. Thank you AMD AVGO MU

corundum9

NBIS, GOOGL, and CNQ carrying my port. AMD and ASTS doing their part. UNH back above my cost basis. MSFT and SOFI showing signs of life. Feels pretty good!

Ravaha

I would keep it for many reasons the #1 being SpaceX has the best engineers bar none and having the best engineers makes stock prices go up, that is never not true. The #1 Rule I follow is buy companies that hire the best engineers and promote them to positions of power within the company. Sell Companies full of middle management and full of non engineers in the high up decision making positions in the company. I hardly ever sell stock. in 2015 the first stocks I bought were NVIDIA,AMD, Amazon, Tesla, Google. When SpaceX no longer has the best engineers in the world and tons of middle management blocking engineers from making decisions, then its time to sell.

TriggerHydrant

plot twist it's AMD

Slabbed1738

Nvidia and AMD sitting out the rally 

cbusoh66

It's INTC with slight chance it could be AMD

johns2289

Dell pops 6% on what? They’ll make computers with AMD that nobody will buy? As they always have? Fuck is this shit

friedrichbythesea

AMD and MU are not bad problems to have. Grow your Roth IRA, it's great for trading shenanigans.

Repulsive-Budget-380

INTC is only 5% problem for me. AMD and MU are my 10% problems. Capital Gain taxes are bigger problem as well.

Neader

Can't believe this. Bought AMD puts in Thursday. 5% day Friday. And then we get the news over the weekend and it looks like I'll be saved. Nope. Bullshit.

hakim37

Because AI agents use way more CPU than expected with some forecasting CPU demands 1:1 with GPUs. Intel has already increased prices by 30% starting Q2 and are booked out for 6 months. They also are ramping up 18a manufacturing in their new plant which will eventually print 80K wafer starts per month (which is worth many many billions when converted into server CPUs or sold directly to other companies). It's a joke this company is worth less than AMD atm.

Chaos31xx

Anyone else playing the ASML and TSM this week? Thoughts on AMD action?

The_Judgement_Nut

All the stocks go up and my MU and AMD are red with the same chart, am i in a matrix ?

Chaos31xx

That’s what I’m playing 5 AMD 255c

Accomplished_Job5938

I'm still on the fence for AMD weekly puts. I just can't see it not eating shit like it always does around this lvl

grantern2

I shorted AMD and longed PLTR on Friday. This parlay might actually hit today

Evander85

I love the losers on theta gang thinking we are the ones buying their 2 AMD at the money calls

ADepressKid

AMD $300 this week

Specialist_Exam_8433

AVGO and AMD puts Wednesday before close, will drop like a rock on Thursday when TSM earnings trigger semi sell off.

Specialist_Exam_8433

These euphoric pumps on AVGO AMD MRVL will come crashing down at some point.

FullOf_Bad_Ideas

>So here's the question, if that's really true, then the amount of compute we need should be 1,000 times what it is today. So how are NVDA and AMD trading at these valuations? I don't think you explained well how you got this assumption. I think the price to generate and maintain a piece of software will be lower, and software will be more flexible to fit customer needs. It's not just AI agents replacing software. It's software written by humans using AI Agents. That does not mean we need 1000x compute - AI agents are not very useful as being a working piece of software, since they're not really deterministic and they get expensive.

Specialist_Exam_8433

Personally, I'm expecting semis to gap down on Thursday because of TSM. I would go with sympathy plays. AMD or AVGO puts before Wednesday close.

Specialist_Exam_8433

Semiconductors are at bonker valuations right now. Both suppliers (ASML/AMAT/LRCX/KLAC) and traditional chipmakers (AVGO AMD MRVL). NVDA is reasonable, memory stocks debatable if it's another boom bust cycle or permanent. A correction to semis would send the market tumbling. I think that may happen off the next Nvidia or Broadcom earnings.

CATLLM

Buy puts on AMD

iownAMC

Everyone here wants their Puts to print because the obvious thing works too short AMD when it reached highs Friday . But the market always will do the opposite.

AfterButterfly8972

If anybody wants to short a stock let me know I'll buy it and it will do nothing except to go down. Thousand chairs in the video last year August and have made nothing and watching all these other stocks fly I could have bought AMD and MU nbis and at least made some money.

Neader

My AMD puts 🥰

Crazy_Donkies

Hey bears. Learn from the past 17 times this has happened.  You desperately need to well time your puts and exits, and that you should NOT hold overnight.  I will be buying the dip.  Not a lot, but a little every day. Especially my favorites.  MRVL, LITE, ALAB, AMAT, COHR, GOOG, AMZN, AMD, AVGO, and more.   You do you.  You may make a buck, but when it reverses I'm going to make 3 bucks.

DustyBowls

> MH Stories 3 OS: Windows®11 (64-bit Required) Processor: Intel® Core™ i5-10400 or AMD Ryzen™ 5 3600 Memory: 16 GB RAM Graphics: NVIDIA GeForce RTX 2060 Super(VRAM 8GB) or AMD Radeon RX 5700 XT(VRAM 8GB) DirectX: Version 12 Network: Broadband Internet connection Storage: 50 GB available space

siazdghw

Intel's fabs and IP are worth more than their current valuation, especially with the US government wanting more and more domestic tech, TSMC always at risk due to China, and chip supply demand growing for one reason after another. Plus their current chip design is actually pretty decent. Multithread is great, more efficient than AMD, better iGPU than AMD, and Windows on Arm being a dud. Of course they still need to regain lost server ground but for they are in a better place now IP wise than they were in the last 7 years.

Chiinoe

!banbet AMD 300 29d

ShittyUsernane1222

it would be funny if NVDA, AMD switched its headquarters from US to China because 🥭 fucked up their supply chains.

absolutxtr

bye bye AAPL, NVDA, AMD and SPY.

Specialist_Exam_8433

We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June

Neader

I got 3k in AMD puts I bought Friday lfg

chromevfx

Next AMD earnings will be WWIII

DrummerCompetitive20

AMD will probably be $400 by january lol

Accomplished_Job5938

Should've grabbed AMD put weeklies on Friday

Specialist_Exam_8433

Last earnings season they dumped big tech. This time they're gonna dump semiconductors when they all cut or issue unimpressive guidance. The PE on INTC AMD MRVL are bonkers + same with ASML/AMAT/LRCX/KLAC (ASML probably best out of these though). Then NVDA earnings will be the ice on the cake and send the stock to the 140s. Look at NVDA graph, historically is due for a massive correction. Then probably bottom there and hit 200 in 2027. This is not financial advice.

Bagholder147

AMD yes. MSFT oversold

Bagholder147

Bought AMD and MSFT calls.

Specialist_Exam_8433

This is going to be the quarter that Tesler dumps 10% on earnings. Same with PLTR, and same with most stocks. AMD MRVL AVGO etc most of them will go down on the next earnings report.

Specialist_Exam_8433

Talking about AMD, MRVL, ASML/AMAT/LRCX/KLAC. Also MU is cyclical and will crash eventually. AI isn't magically making that different now.

SuperSultan

Nvidia has the front loaders, dump trucks, excavators that the quarry site actually needs. The chip designers with the picks and shovels are Intel and arguably even AMD lol

PreviousCategory4734

We all know AMD was truly undervalued , and we all know NVDA is the still the market mover, worth more and still has utmost potential to succeed AMD’s stock price

IHadTacosYesterday

AMD bulls, y'all hyped for a new ATH in the next 60 days?

Bagholder147

Hope so I got calls Friday. SPY, AMD, MSFT. MSFT is probably a bad idea but I think it's beyond oversold.

BaconAce7000

There is always a bear case and everytime whatever stock is surrounded by pessismism rocks back up and does a x2-3. META, AMD, GOOG etc. MSFT will be no different.

Coopalooper25

AMD back to $190 next week lol, same cycle again

bearhunter429

#AMD to $500 next week LMAO🤌

X_KOOK

Agreed all we need is a run and this sub will flip and we will see msft all over subs… same shit happen with AMD…. Until that took off

chibixleon

As an AMD investor. Go get’em meta 🤣

Administrative-Ant75

Agreed until shorting AMD that's completely idiotic in so many ways. \- Massive CPU shortage from agentic AI \- Price floor from massive warrants / dilution, will receiving 100B+ from both mega deals \- Lisa Su is literally the best CEO on the planet \- etc

mx5plus2cones

*People who usually buy a house to settle down arent prioritizing mobility. It's generally a bad idea to buy a house if you arent going to be living there for 7-10 years. * The majority of the people arent that savy when it comes to personal finance. They arent going to be thinking about doing a cash out refinance at 3% on their primary to try to arbitrage the equity pulled out into a higher return investment. At most, they will follow "conventional advice" and try to pay off the loan early. That isnt a bad thing, it's just not the best thing one could do. People who think about arbitraging the equity in their primary home (like me) probably also have an above average understanding of how investment returns and risk work.... We arent going to be taking the $750k and trying to put it all in AMD or Nvidia to get that 5x return.. We understand very well that to win this game, we only need to beat a cost of 3% by 3-4%, so all our investment decisions are going to be safeguard and mitigated for taking more risk than we actually need. We dont "need" to after the high flyers.... All we need to do is park some money in ATT and Verizon when the price was a bit low, and lock in that 7-8% dividend that they pay.... While also putting some of the rest of the money in lower performing CD ladders in case the stock market goes to hell for a few years. The higher risk speculation would be done with other funds elsewhere, not the equity that was taken out of your house. Every dollar invested should be categorized into risk categories. Some dollars should be earmarked for low returns and low risk, just to beat a low cost loan... Other dollars that have no debt obligations that you suddenly got (like a bonus at a job) you can take more risk on sunce you werent counting on it anyway... And theres different shades of risk/reward in between the two endpoints , depending on the purpose of that dollar and how you got it

SpecificSufficient68

Haha right, space stocks are probably the only things in my portfolio that I genuinely care about and enjoy. My other stocks (GOOG,AMD,etc) I don’t care much for, I just see them as a tool.

Aggravating_Ad_8453

yes, I just sold all my AMD to load MSFT, cost basic also $400. When ppl hates, it's time to load. Not sell my GOOGLE yet, cost basic $150.

OsamaBinBrowsin

Advanced Micro Sevices (AMD) has proven to have great eWar fighting capabilities and equipment. Just ask out enemies on Battlefield and CoD!! - Osama Bin Pumpin’

bjxxjj

yeah not surprised at all, feels like every AI headline somehow leads back to TSMC printing money lol. as long as Nvidia/AMD keep pumping out chips they’re basically the toll booth. just hope capex doesn’t get too crazy if this hype cools off.

chromevfx

!banbet AMD 250 3days

Intelligent-Claim193

#Banbet AMD 250 3d

VictoriaAutNihil

Left it alone. Instead added to AMAT, AMD, MRVL & NVDA from last April to the end of '25. Have now been adding ORCL, CSCO and will see if PANW heads lower and then add to them as well.

Bagholder147

I bought AMD calls and MSFT calls

Couchfar

Hearing all this negative sentiment on microsoft across the news, in reddit threads, i literally just bought because of it. not even questioning it this time, people were yapping about AMD in a similar way.

Specialist_Exam_8433

Not TSM specifically. But 1 hr before close on Wednesday I am buying both AMD and AVGO puts, probably a month out.

svpa3991

Microsoft being talked about like it’s AMD a year ago. Which means puts

DayOne117

Same with AMD but happy I held.

Impossible_Gift8457

I'm betting the opposite, bought a shit ton of AMD (risky bet at such a high)

le_pedal

Been sitting on 300 AMD shares since $100, feeling pretty toppy do you think I should sell?

Impossible_Gift8457

You think you'll make money if AMD falls over the weekend?

crusading_angel

AMD had me sad for the longest time. Bought 100 shares in march 2022 and 600 shares in December 2024. Now sadly my largest position with nvda and tsm behind lolol.

Nic12312

The retail 🐑 said the same thing about AMD when it was below its 200 weekly MA. Typically, when quality names are below this level, it’s always been a solid buying opportunity 6 months out. Do your own research though…

VictoriaAutNihil

When the chip shortage from a few years ago was in full bloom and you couldn't even buy a new car, I started buying AMD, AMAT, NVDA, MRVL, MU. So far so good. I'm no Harvard Business School grad, I played a hunch and it's payed off. It could have bit me in the ass, but it's not as if I was buying unknown dot.com crap like in the 90s.

Snotspat

AMD Epyc CPUs are in high demand, I assume you Nvidia is the competitor?, doesn't beat them there. Nvidia is 16 times more valuable than AMD, AMD doesn't need to take much of a market share in AI to double.

barrel4barrel

I’ve been buying TSM AMD SPY the last two weeks before the taco tuesday so i’m chillin. Welcoming a pullback on any weekend shakeup. Would help if you put a timeframe on your idea, I like to take swings a quarter at a time.