AMD

NaorobeFranz

I don't own GMG, but learned about it last year. My take is that it's completely fine to own competitors (AMD/NVIDIA), rather than focusing on "sides". For example I can invest in a lithium company, and that wouldn't bar me from investing in a solid state, graphene or other battery company. Oftentimes diversification can be lucrative. Now I think it's worth mentioning that GMG and other options, have different approaches. GMG wants end user products primarily, rather than focus on selling graphene. That's my understanding. It's like Apple putting their CPUs in their own devices, whereas ARM licenses their architecture to others for customization. ARM isn't going to create a cellphone. Each strategy can appeal to different investors.

CygniGlide

Even if you are a trader worth your salt, all it takes is one bad trade or bad year to ruin you. Even if you make 7% a year, you’re betting what, 2%? And you have to pay taxes on the gains. Is that really worth the risk? Plus, the guy I responded to was has some questionable trades. It’s not like he’s doing low risk trading. If META has a really bad report with capex and ai gains, he could literally be wiped out. It’s not that out of the question for meta or AMD or NVDA to drop 20 or 30% for a long stretch if we feel strong ai blowback.

Diligent-Plane-2640

My AMD position is 1280 shares @$191.96 not $202.13. It won’t let me edit the post so I’m commenting

Live_Bluejay7335

Go AMD go! Haha OK now some of you oil barons put your profits into the good ones. Oil fun looks to be over. There’s gold in them there hills over there!! Trx gold and what about Goro? Let’s run the metals, then the ai tech, then what? All you rich retail oil barons where you going to go now?

DrHarrisonLawrence

Today was pretty big for AMD lol. If it ends the week over $200-205 I’m in good shape afaik

uselesknowledgeadict

Bought today largest to smallest quantity AMD SOFI AXP AMZN

dabblesest

With options, being early is the same as being wrong my dude, please just trust your instincts and stick to shares. Take it from me, I bought AMD and NVDA in 2014 and made so much that I have a six figure gambling account for options now. Idk if you can get it in WEBULL but I’d load up on an OTC stock called ELTP, crazy good financials and a possible buyout in the near future. But again it’s a set it and forget it play. Wising you well, shake it off and grind it back.

anthro28

Also work full time manual labor.  I was doing warehousing during college and had $30k lying around when AMD was $2/share. Even did my graduate thesis on why Ryzen would launch the stock.  Of course I didn't buy any, because I'm regarded. 

Elons-Musky-Balls

You coulda bought AMD for $185 last night and you chose not to. This is why you are poor

Traditional_Range_96

Friday i had 6 0dte AMD puts. They were red for like 3 hours. I ended up selling for $90 profit.. 26 minutes later after selling the same cons up 900% 💀

BNA-mod

I own AMD at $28. I don’t have a crystal ball. I just buy based on fundamentals when others are panic selling. Good management. I will not sell because I don’t expect it to go back down. It will probably range between $165 and $225 for the next year unless they have some huge earning beats.

bearhunter429

#Fuck AMD for turning down my job application. I'mma sell my AMD calls and buy puts instead LMAO🤌

Queasy_Soil9646

MU is the AMD of memory

PotentialBicycle7

seeing AMD of all things hold up instead of absolutely shitting the bed is crazy, maybe it truly no longer is the advanced money destroyer

Plastic-Edge-1654

Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.

Plastic-Edge-1654

Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.

Plastic-Edge-1654

Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.

Plastic-Edge-1654

Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.

Plastic-Edge-1654

Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.

Crazy_Donkies

This morning I sold my calls in AMD, MU, and GOOG. The idiot bears got to me yesterday night.

MaxDragonMan

NVDA, AMD, MSFT, GOOGL, RDDT, RKLB, BN, ATRL, and one that breaks Rule 7 but in a few more months will be allowed. (And which I have mentioned in the past on r/CanadianInvestor.) Definitely tech centralized, but it's worked thus far.

Slabbed1738

I'm invested in AMD and the huge earnings drop was unwarranted to me.

melloboi123

Any reasoning for AMD puts?

CD274

AMD as is tradition, not recovering with the herd

Hungry-Rain-6740

AMD green xD

Consistent_Laziness

AMD goes above and $200 like it’s breathing (in = above $200 and out = below $200) At this point if AMD drops below $200 buy buy buy. If he goes above wait. Anytime it goes above $200 it finds its way back. Look at its chart and draw a line on the $200 mark for the last 2 years and you will see

DonaldSnowLoa

We’ve reached the point where AMD is a defensive stock

Disastrous_Rent_6500

Buying the Dip on tankers, AMD, and Crypto. There all at prices where it’s hard not to make money

AgitatedJump8459

AMD

Hermy00

Buying more AMD

Naive_Ad2958

right now? technically, both AMD and Intel. Market share, specifically on discreet GPU no. But if you involve consoles? No clue I guess you can kinda count Snapdragon (Adreno), Broadcom(VideoCore) and Apple (M1 with more) with "SoC GPU" [https://en.wikipedia.org/wiki/Graphics\_processing\_unit](https://en.wikipedia.org/wiki/Graphics_processing_unit) [https://en.wikipedia.org/wiki/List\_of\_graphics\_chips\_and\_card\_companies](https://en.wikipedia.org/wiki/List_of_graphics_chips_and_card_companies)

Wowmuchrya

Might buy some AMD tomorrow just to laugh at all the dumbasses who got trapped at 250. “bro its the next Nvidia” 🤡😭

Pickpockets_warning

RemindMe! 6 months "AMD prediction $185 > $300 by end of year"

Elons-Musky-Balls

You have a shot at AMD ay $185 right now just remember this when you don’t pull the trigger and kick yourself when it’s at $300 before the end of the year

Remote-Community-792

It it makes you feel any better, i did the same thing as you. I delayed, delayed and finally went all in and put my $58k spread across Nvda, RKLB, AMD and Google stocks and half of it to buy S&P500. I’m losing money every day but like everyone here is saying it won’t matter over a long period and that’s what I’m counting on. If you have bought good stocks, you shouldn’t worry. This is a learning experience.

oldprecision

Cries in AMD.

RepulsiveDisaster671

#Why didnt I sell AMD at 250 last fall

wilhelm96

AMD and MU puts are going to be 🔥

austinvvs

NVDA from 2019, AMD from 2019, MSFT from 2019, etc It was my 2nd year investing and I started really ramping up how much I was putting in

Much_Candle_942

why don't you just stick to the leaders like AMD, AVGO and GOOG. Goog could be considered a "semiconductor" company - given its TPU push and heavy investment in ARM.

Glad-Researcher-9938

The semiconductor supply chain is far more mature and specialized. The drone supply chain is different. There is no drone TSMC that manufactures far more efficiently than everyone else. By not producing in-house, ONDS loses a percentage of revenue along the way with no clear benefit. NVIDIA and AMD also have massive intellectual moats, with dozens of thousands of employees and over 15,000 patents each. ONDS has many competitors that can do exactly what they do, and the barriers to entry are very low.

CampSea1101

I lol-ed at the first post: That ONDS doesn't have factories. Intel has chip manufacturing capabilities. AMD gave up on the foundry business and went to TSM. Who won the race in the end? This post has the same vibes as: Don't buy ASTS because it diluted like 10 times since 2024. ASTS has even worse numbers on paper compared to ONDS but it will continue to print mad money for the traders and investors who play that stock. Using the same logic, Nvidia would never have made it because they couldn't produce their own in-house chips, right?

fn_gpsguy

Rather than switching, consider keeping some of both. While my largest semiconductor holding is NVDA, I also own shares of AVGO, AMD, KLAC, and TSM.

vibeyclaw

Great analysis. The custom silicon angle is what makes AVGO fundamentally different from the NVDA/AMD narrative. The 1GW to 3GW Anthropic compute ramp is staggering -- that kind of YoY scaling in inference/training infrastructure implies these hyperscalers are planning for a world where AI workloads grow 3-5x annually for the foreseeable future. On the $100B target, I think it's plausible but requires at least 2-3 new hyperscaler engagements beyond the current five. The networking revenue mix shift to 40% is arguably the most underappreciated part -- as model sizes plateau, the bottleneck shifts from compute to interconnect bandwidth, which plays directly into Broadcom's Tomahawk positioning. The real risk I'd watch is whether the current Gulf conflict drives a broader macro pullback that forces hyperscalers to moderate capex plans.

MitsotakiShogun

Your analysis is surface level and complete misses the real danger of competition from China. Comments like [this](https://www.reddit.com/r/wallstreetbets/comments/1rmj2py/comment/o904lgi/) are even more misguided. Z.AI released GLM-5 recently, training entirely on 7(!) different Chinese-produced chips. If you can't tell what that means for AMD/Nvidia/Intel, the RAM cartel, and OpenAI/Anthropic/Google/..., let me make it even simpler: **There is no moat.**

Cpcpcp11

My modern portfolio has Micron at $34 in 2019. Apple at $27 in 2015 for my long term plus a bunch more. Its called investing for a purpose. Im very high on AMD aswell. 200k in.

General_High_Ground

Bought AMD \~2012 when I heard the news that Jim Keller re-joined the company. He has beaten Intel once late 90s/early 2000s (AMD K7/K8) and did so again with Zen(Ryzen). He was the lead developer of those AMD CPU architectures. Don't remember exactly, but it was around 3$ per stock or something like that.

RegardedDegen

I honestly do think that MU is a long term 5+ year play. I just don't have the capital right now to get in in it. For what it's worth, before Trump started doing stupid shit in Iran, AMD jumped from 196 to 210 a bit... I only know this because I sold a call for 210 lol. It expires in April though, so I'm not sweating it anymore.

RegardedDegen

The AMD calls are hardly the most retarded thing I've seen. You might be alright. As for MU..... Ouch.

Ill-Ad1603

I’m in stupid shit like, AMD 210,220 calls for August/September, and MU shares @425 avg. Honestly, I deserve what’s coming for me…

artbystorms

Been holding some amount of MSFT, AMD, and Nintendo since I started using Robinhood in like 2015. I've added to those positions over the years but that was my start. Granted it was like a couple shares of each at the time.

thinkorscream

That's fine. Some of us need that to get out of their short ITM AMD 100 calls.

Much_Candle_942

AMD - always on sale 😺

ImpressiveCitron420

What you’re saying is like saying a Ferrari is just a car and anyone can make a car to replace the need for a Ferrari. Micron has some the highest yields, highest bandwidth and lowest power memory in the industry. Remember with NVDA where they their chips are so power efficient that they basically pay for themselves and it blows AMD out of the water? That’s basically Micron right now with LPDDR5 memory going into data centers. Which this isn’t even touching on their HBM.

andytobbles

The beauty of the VIX at 30 at least makes calls so expensive that it helps unrealized losses on leaps. I should be down a lot more than 10% on these AMD calls lmao

iratezero

Sweeping new chip export controls were announced yesterday. Gonna hurt NVDA, AMD, AVGO

ObeseVegetable

I used intel in the original statement because they were in a more precarious situation due in part to government fuckery.  But AMD and Nvidia would also benefit from the money in the CHIPS act, to be clear.  The fabs that those two companies have are now opened under TSMC contract rather than them being actually American in part due to that being the way they could get the funding. 

IJstDntKnwShtAnymore

AMD is always getting the short stick in these kind of things.

Maximum_Light409

AMD had nothing to do with NVIDIA's partnership with OpenAI and is getting hit anyway because people think it's something sector-wide lolololol

coolopinionlmao

Fuck AMD

DeadFacesInMyPocket

Litrally though him and his family's meme coin pump and dump scams were deemed legal AMD tax exempt by the IRS.

BallstreetBozo

Why TF is AMD green and NVDA red 🫩

Proud_Raven137

AMD since 2016

ChampionshipOdd947

AMD puts. I didn't expect it to be holding up stronger than NVDA

AFTCP

AMD since 2015

CanadianAbroad7

Buying the crap out of AMD at $195 and below

CanadianAbroad7

What’s a good entry price for AMD these days?

ThouOne

Wen NVDA & AMD to +5%?

caliwillbemine

I thought the jobs report wouldn’t matter and we would drill. Turns out the jobs report matters AMD we drill more. 💀🇺🇸🫡

Pie_Dealer_co

This is what I dont understand... people are like dumb meme point at see see one circle corruption reee. While the real economy was always this but couple of more circles. Example: From actual real life that has been done for ages. I work for a shipping company lets say FedEx, DHL or whatever I use the money from my salary from them to buy shares of AMAZON. Amazon grows with my money and sells more they use DHL/FedEx or whatever the company that i am employed in makes more money and pays me more. And nowdays companies even give shares to employees so yea. I am given money that I put in a company that puts my money in the company I work in so I get more money to put in Amazon etc. Or the brain dead example: I own AMD I buy AMD CPU so with my money I am paying myself as a stakeholder. This whole AI circle outrage is like people in kindergarten finding how money works.

Awuza

AMD credit spread APR17 expirty, 170p, 160p. Full port. 

SnackyMcGeeeeeeeee

They are almost 200 days out rn, and AMD should rebound, im making money around ~$220 (assuming theta doesnt kill me) Once you see the losses and gains, you slowly stop giving AF lol, this shit literally swung +9k last Monday, but back down here.

Artistic-Breakfast26

AMD is more expensive than Nvidia at this price. I don't know why you'd choose AMD over Nvidia

barbpatch

AMD. I've made a modest amount of realized profit this year by just buying when it's below $200 and selling when it's above $200. I think by summer AMD will run again, but this ><200 limbo has been going on for a while now GLXY depending if you think crypto will start to recover. If you think further tanking is ahead then wait. HOOD, same deal as GLXY. I'm heavy in PSKY too and I think it will run again when the WBD deal closes but its been a lot of pain 😬

ThouOne

Can the 🧃 pump AMD to green please

alexkarpsADHD

AMD, AMZN, NVDA, Google,

ThouOne

Holy fuck how can AMD be so fuckin shit?

unwanted_hair

MRVL is the dividend version of AMD

AluminiumCaffeine

"The Trump administration is drafting rules that would require U.S. approval for nearly all AI chip exports, giving Washington sweeping power over companies like Nvidia and AMD. The draft framework sets licensing rules based on shipment size, from simplified reviews for small orders to government-level approval for massive deployments, potentially tying exports to security guarantees or U.S. investment." Doesnt sound great for those guys...

gravedigger997

Sold my Honda S2000 to buy AMD, NVDA, MU, & TSLA

MaleficentOlive9865

Good thesis but it skips over the elephant in the room. The whole "companies have no choice but to use Nvidia" argument took a hit when DeepSeek showed you can train competitive models at a fraction of the compute cost. If inference gets cheaper and training becomes more efficient, the moat narrows faster than the AMD timeline suggests. Still think Nvidia is a great company. But "they're forced to buy it" felt a lot more bulletproof six months ago.

ThouOne

Fml now AMD is stuck at $195, should of sold yesterday

Alive-Item4904

Amazon, Alphabet, Duolingo, Hims, AMD, ServiceNow.

moorhound

>US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales This fucking retard is *begging* the world to build a non-US dependent chip infrastructure As soon as someone cracks the EDA software nut we're fucked

Mahrez-

Is 🥭stupid？Does he seriously expect chips to be consumed only by U.S. companies? I can already see Nvidia and AMD heading for a downfall.

MeeseShoop

Any non us company has to get permission/pay a bribe to do business with AMD and NVDA, not just China.

Top_Category_2526

Let me guess PLTR HOOD NVDA AMD and MSFT holder

A55BAG

Will all of these new export controls for GPU's fall under export tax NVDA and AMD negotiated earlier?

PhasedVenturer

Apparently ASML is now a higher beta stock than AMD or NVDA because what are these swings?

Ready_Confidence5326

Nah, it’s because there is a new bill being drafted to prevent shipment of NVDA and AMD chips

Much_Candle_942

Someone said something about chips? NVDA and AMD dropped straight down in last 10 mins 😭 

optionsCone

Fucked is an understatement > ALL NATIONS MUST GET US APPROVAL TO RECEIVE SHIPMENTS OF NVIDIA AND AMD PRODUCTS.

jnas_19

The Trump administration is drafting rules that would require U.S. approval for nearly all AI chip exports, giving Washington sweeping power over companies like Nvidia and AMD. The draft framework sets licensing rules based on shipment size, from simplified reviews for small orders to government-level approval for massive deployments, potentially tying exports to security guarantees or U.S. investment. Officials say the goal is to make American AI the global standard while controlling critical infrastructure, though delays or strict conditions could disrupt international AI projects.

Barry1601

US drafts rule requiring licenses for AI chip exports worldwide. $NVDA $AMD

Crocadilapig

AMD PLTR SOFI ASTS RKLB the only 5 I currently believe in

ThouOne

Can we pump AMD to $215 so I don’t get banned, pretty please

fakehalo

I don't own MSFT, just has a reasonable valuation. My opinion on AMD is solely on valuation, and I suspect it would draw down more than MSFT if we go into a bear market. I was lucky enough to open my AMD spread at the top, so we'll see if my greed gets the best of me heh. My primary holdings are index funds, I do put spread LEAPS as a hedge.

Turtletwoshells

AMD trying so hard to fight SPY

punter112

I completely disagree with you. MSFT is failing on many fronts, has incompetent CEO , toxic work culture and their products are becoming worse year after year. Meanwhile AMD has a very competent CEO, delivers awesome products a lot of players want to buy even though they are not locked into them. People disagree, that's why we have a market :)

Ill-Ad1603

AMD pls give me another +5%