AMD

EmploymentFun3236

\+243% Could be more but I didn't sell in April but I bought more. Traded mainly NVDA, AMD, RKLB, ASTS and JOBY. Had ACHR too but sold them all at 13.50$/share

Dr_Phil_Has_A_Huge_D

Who would win in a fight? AMD or LW? Bots say "advanced money destroyer." 🤖 Me, one of the five real people on WSB, says frozen potato purveyor Lamb Weston 🥔 Any input bots, err, folks?

KrazyCoder

Dude just read the ERs and breakdown of sales, and understand doesnt matter NVDA AMD GOOGLE, they all buying memory and huge amounts, and this only gets worse 26Q3 when MVDA release GB400 and AMD MI450 and why they need HBM4 memory. Also HBM350 sold out, sk hynix raised prices with Samsung for HBM memory, MU did not announce how much they hiked but they followed suite. Just invest in it dude you put in 5k if thats what you invest in a bet. Do your research and consider that low risk, predictable outcomes is so nice, with good chances of upswing. Again, if you dont know how to gauage/compare companies and ERs, stick to the basics: - PE - FWD PE - Operating margins - PEG

kmindeye

I would seriously look at some biotechnology stocks if you wanted a moon shot. Viking Theraputics. There are many out there and if you have time to do research you can find a few promising ones. However, bio tech can burn you hard if tou pick wrong. I like AMD this year. If SMCI has a good earnings could double or easily tripple this next year alone in 2026.

johnnytshi

Try to catch a falling knife rarely works. AVGO sells commodity, AMD could do that, Nvidia could do that, mediatek could do that, Qualcomm can do that Networking would be standardized

Fit_Square_520

I've been in FSELX 4 1/2 years and it is a little painful in the down cycle. But its a beast..up 115%. Its weighted a bit heavy NVDA which has worked well in that time period. It is managed but it hasn't changed much over the years. Have been disappointed AMD hasn't been added and NXP remains a top 5 holding..which is a laggard. I guess its more stable that way. It has become roughly 25% of my portfolio due to its rapid growth and has outperformed by a long shot. We dont know the future but pretty sure this sector will remain robust and adapt as needed over the long haul. Smh is is an excellent etf and has performed about the same. FSELX has 6.37 div yield .62 expense ratio/ SMH .30 div .35 exp raio. They're literally a toss up in my opinion.

quuxquxbazbarfoo

$400k NVDA ASTS RKLB NBIS GOOG AMD and a bunch of others

Scrapdog06

I bought a fucking put on AMD last Friday… absolutely never trading again i am an actual dumbass. it’s now worth 15$

Prestigious_Age5422

Winners are PLTR, ASTS (but I gambled some of it away by trying to time the market). Somehow lost money on RKLB and ACHR even though I should’ve made like 100k. Made some on NVDA and AMD, PL

enc-nyc

here my hoping that Lisa Su will post a notice that Xi is her son and AMD will pump to 300 overnight

Character_Push_4662

Alibaba / AMD deal gonna make AMD go parabolic soon

Satoshinakamoto99

I bought META, AVGO, AMD, MSFT during then recent dip last few weeks. Still holding spy and continue to DCA into it

Candid_Highlight_116

Most of the chips that aren't Intel AMD NVIDIA or IBM, maybe Apple too if you count them plus very few other old high end stuffs, have significant memory bandwidth impediment and don't perform anywhere near stated speeds They'd do the numbers if you were calculating the same x and y for million times and discarding the results, but not if your billion parameters were on even VRAM and you had to get them from the RAM chip to compute chip through the memory controller

enc-nyc

at least AMD is not red

long_short_alpha

It was a good year for me, mostly because of ASTS, RDDT, AMD and DRO. I am up 32%, but in EURO. Thats around 45% in USD, since USD lost about 12-13% against the EUR. Happy to outperform S&P, MSCI Workd and Eurostoxx, Hopefully 2026 will be kind to me too.

AdHot4066

AMD

maicii

I feel like the computer sector has already gone up a lot idk. Micron it’s up over 200% in the last year, Samsung also up over 100%. NVDA has of course already gone up a lot. 80% for AMD. Intel 90%. I’m sure it’s gonna do well don’t get me wrong. But I feel like the big up wave might be over. But idk, I’m a regard after all

SlfImpr

Whoever thinks that AI trade is dead: * In 2024, Google CEO had to apologize for AI mistakes: [https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable](https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable) * In early 2025, Google stock was heavily beaten down because AI was going to replace search revenue * Look at Google stock now If you think we have reached peak AI in 2025 and there is no more growth left for NVDA, AVGO, AMD, INTC, TSMC, MRVL, ASML, VRT or other semiconductor stocks, you have no idea what is coming in next 2 years!!

enc-nyc

AMD is literal piece of shit, dumps $6 on great news and just stays there whole day

SlfImpr

$NVDA, $AMD >[https://www.reuters.com/world/china/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22/](https://www.reuters.com/world/china/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22/) >**Exclusive: Nvidia aims to begin H200 chip shipments to China by mid-February, sources say** >Nvidia has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters. >The U.S. chipmaker plans to fulfil initial orders from existing stock, with shipments expected to total about 40,000-80,000 H200 AI chips. > >[https://www.mlex.com/mlex/articles/2424504/amd-nears-china-rollout-of-ai-chip-as-alibaba-weighs-major-order](https://www.mlex.com/mlex/articles/2424504/amd-nears-china-rollout-of-ai-chip-as-alibaba-weighs-major-order) >**AMD nears China rollout of AI chip as Alibaba weighs major order** >AMD’s China-compliant MI308 AI accelerator is nearing commercial rollout, with Chinese technology companies and cloud-service providers weighing orders. >Alibaba Group plans to buy about 40,000-50,000 of AMD’s MI308 accelerators.

wrongrobertpatrick

They are pinning AMD down

jiggolo420

AMD really let me down today

jiggolo420

AMD wants to go red but NVDA won't allow it

krakdis

AMD

Just_Year1575

TSM makes Apple chips, AMD processors, NVidia gpus. TSM can basically charge what they want, as they are the “last man standing” with leading edge processes for chips

Paul_Robert_

looks like AMD is warming up the Advanced Money Destroyer

jiggolo420

AMD.. no.. i have a family to feed!

TheGraeme95

Wtf was that AMD drop ffs

gkdjsl

AMD please don't be like this

_TidePodEater

AMD just straight going to red

enc-nyc

AMD advancely destroying my Friday callss

AntInternational6006

AMD 🚀🚀🚀

mathewgilson

What’s this about Alibaba and AMD deal just cut an hour ago?

Elons-Musky-Balls

You doubted Lisa’s Su and got burned again. AMD will once again be the best preforming large cap in 2026

Sharp_Design_119

If we ask REEEEALLY nicely, I think Santa will send us all an AMD ATH this week 🥹

Senior_Professional4

AMD news?

AntInternational6006

AMD 🚀🚀🚀

Spiritual-Wall-9025

AMD is now what it always has been and always will be —a 2nd tier company trying to ride real innovators’ waves. First it was intel now it’s NVDA. The company is years behind NVDA and cannot catch up because a head start in machine learning cannot be overcome. There is only one true AI infrastructure play and that’s NVDA. Not saying AMD won’t go up. It might because foolish folks who want to save a few bucks and don’t understand the geometric advantage NVDA possesses may invest in AMD. But smart money knows to buy the leader—especially in the context of machine learning.

A_Stoic_Dude

Gotta disagree on AMD. How can a $350B chip maker be a moonshot. It's on its on its 3rd circumference. It's essentially one of the top 5 most successful chip companies in existence.

Wiscoman

AMD

Wiscoman

AMD Leadership has forecasted conservatively ~35% annual revenue growth 2026-2030. AMD will have its "NVDA moment" with a shattering earnings sometime in late 2026 or early 2027 and stock will be much higher than where it is at right now by that time. 

Robertroo

Noted. Would your top pick be AMD ?

Upstairs_Whole_580

Not at all, no, yes. AMD is only over-valued if you ignore growth and you're using the GAAP vs the Non-GAAP which is... FAR more accurate with the Xilinx acquisition impacting it's GAAP ESP, Revenue and PE by a factor of about \~3.5. I don't know how you invest in the market, especially in tech if you don't count contracts or orders until the money is physically received. AMZN is going to spend 500B in AI CapEx, all on NVDA, they have the resources and in this hypothetical, you discount that because, "until delivery happens it's imaginary money my dude." Well... no, it's not. These often come with massive contracts and it's not "imaginary," it's just not yet realized(which, for the record, it's not realized until about 50 days AFTER it's delivered and then received as that's the average time it takes for a company to pay NVDA.

ForlornS

Industrial robotics and tech: SYM, UBER, AMZN, MU, AMD, U. Some EU tickers are very discounted too: [AIXA.DE](http://AIXA.DE), [SY1.DE](http://SY1.DE), [SHL.DE](http://SHL.DE), [UNA.AS](http://UNA.AS), WOSB.DE. Some are up but positioned to do well in lower rates: [DBK.DE](http://DBK.DE), [DHL.DE](http://DHL.DE), PST.MI.

Paul_Robert_

I just got an ad for a treatment for "wet AMD" naturally, this means calls on AMD 🔥

Various-Forever-4339

AMD

CEOofBeanz

!banbet AMD $280 20d

RuchNZ

NVDA is already at the top of most etfs and has already had a huge run, AMD has way more room to grow and is barely weighted in etfs, I would always pick AMD as an individual stock..

blackdog543

Well, we know you didn't buy Bitcoin...lol. My mostly DOW 30 and some smaller companies and banks is up 5.9%. Or I'm up 90k this year. No I don't own Nvidia, MU, or AMD, wish I did.

Thunderbird2k

AMD or Nvidia

Disastrous_Rent_6500

AMD is gonna boom

Disastrous_Rent_6500

AMD is definitely prime for next year

LoganSL550

I am 68 years old and started investing when I was 40. I was hit hard during the internet bubble in 2000, losing approximately $100,000. That experience taught me an important lesson and motivated me to educate myself about investing. So far, I am doing well. My stock holdings do not include real estate or money held in the bank. I have invested in stable companies such as BAC, WFC, DIS, GOOG, COST, AAPL, AMZN, and others. In 2021, I began reading about artificial intelligence, and in 2022 I started investing in PLTR, NVDA, AMD, and the “Magnificent Seven.” I believe AI will be a major driver of growth by 2026 and will eventually take on certain ETFs as well. As always, luck plays a role, so I am bullish.

Myroadrash

Sell it and buy AMD

KookyManster

The RAM and storage shortage started 1 yr ago when hyperscalers and mega cap companies announced accelerated spending in AI data centers. MICRON themselves stated that 2026 was sold out 3Q ago. 2027 is soon to be sold out. Dell/HPE/SMCI and tons of others in Asia will pass on the cost to the mega cap companies, and those guys can afford it. Semis like Nvida, Broadcom and AMD has also stated that the increase in HBM will be passed on in full.

SnackyMcGeeeeeeeee

Holding 23k in options rn, AMD and NVDA. It was originally 27k, it dipped to 13.5k earlier this week, lost like 8k, unfortunately no screenshot. Held, back up to 23k, they are expiring June and August, so ima hold, feel like they will go up 20% past my entry no problem.

Mammoth-Demand-2

AMZN, HON, PANW, AMD, IOT, RDW Strong 2026 plays

SnackyMcGeeeeeeeee

Made 22.5k off ACHR and AMD calls, this was a birthday gift to myself. I bought it used for 950 USD. Lmfao, a Rolex is post home ownership.

n8walker_ger

Which brand of gear were you wearing? AMD the other participants?

BattleSensitive3467

Watch a little history on scam Altman when he started his first company loopt, this guy lies as much as he can. This deal with AMD and openai is as solid as tissue paper. Then watch some interviews with him, he's a child. Doesn't give me confidence. He got lucky with chatgpt and luckily it picked up by the big players cause openai doesn't matter anymore. Saying that, nvda is abandoning the personal computer business so amd will definitely go up slightly but nvda is king no and foreseeable future unless Google shares it's tpu

OnlyTheStrong2K19

AMD. It has the full stack to bring their platforms all together to offer. Plus AMD is eating INTC's lunch.

No_Hour6830

To be honest with you, I think the hive mind actually has some utility. You should probably ignore one offs, and ignore actual penny stocks, but I think redditors have a strong track record with ones that have become hugely popular. RKLB, ASTS and PLTR are some recent examples. It's a long time ago, but TSLA was every redditor's favorite stock ten years ago. HIMS has slipped recently but that was a big one. AMD. I'm definitely blanking on a lot of them and of course there are losers but on balance when you start seeing a stock popping up everywhere, it could be worth taking a look.

ImUrHuckleberrryy

I’m long on $AMD $PLTR $NVDA

Illustrious-Coat3532

This is what I own now and I’m long. AMD TSLA HIMS

purplemagecat

AMD. As of 2026 they're literally the only alternative to nvidia

Elons-Musky-Balls

AMD , Bull, AMZON

pixelatedCorgi

Owning AMD is like being in abusive relationship you can’t leave. I’d do it again and I’ll keep doing it.

AvsFan08

It's the only alternative to TSMC, which could be blockaded any day. It's also about to announce its first foundry customers. Likely Nvidia/AMD/Apple. It also dominates the CPU market

OilAny787

AMD every single day of the week

thinkneo

ETFs are the easy way to own both without overthinking the split. SMH gives you the whole semi stack. Actually, good point on the asymmetry - NVDA can run without AMD, but AMD rallies usually need NVDA leading. The tide lifts AMD, not the other way around

fakehalo

My XLK/SMH holdings cover both enough, I prefer it NVDA weighted though. I can envision a world where NVDA gets another leg up without AMD, and not the other way around.

Talented_Manipulator

Even hit that AMD call. I paper traded 200k to 250 million in less than 6 months!

Brochoa

TSM, NVDA, MU, AVGO, and AMD. Enterprise and AI will continue to boom Q1 and Q2

thinkneo

That's basically where I landed - 70/30 split. You get the leader and keep exposure to the challenger. Good point on NVDA's $168-170 support. That level has held multiple tests - clear floor for now. AMD doesn't have that kind of defined support, hence the extra volatility.

Cav829

I can’t believe I am saying this, but… why not split between both? I like Nvidia more, bit the pullback on both has created good opportunities with both. AMD is definitely more volatile. People have been trying for almost 6 months to crash Nvidia below $168-$170 without success in comparison.

NinjaWarrior6974

I've been the same for JPM, Meta, Nvidia, AMD & fucking Oracle i lost 1000€

ftball21

COIN & AMD for 🚀 WU as a sneaky pick 🥷

coffee-x-tea

Neither fits my style. But, I’d also go with AMD if I had to go with one. They’ve historically been a solid underdog with good foundation and management that continues to persist.

Juice79man

AMD is the better value.

StatusNeighborhood92

AMD will more than double in 2026 on its way to trillion $ market cap. In 2029 a triple!!!

Juice79man

Sofi and AMD

TheVisionary113

I’ve doubled my money on AMD so I guess I call it The Advanced Money Doubler

Illustrious-Coat3532

AMD

thinkneo

Thanks. NVDA back to $200+ seems reasonable if AI spend stays strong. AMD's the wilder ride but that's the tradeoff for higher potential upside. Owning both makes sense.

No_Butterfly_7257

AMD

thefrogmeister23

It’s not just investors — NVDA’s large customers desperately want a challenger, which is even more durable. The big question is whether this second place challenger will be AMD or Broadcom.

Tricky-Pizza-7564

Solid analysis. I’m holding both. NVDA should have no issue surpassing 200 in H12026 while AMD has always been volatile and harder to predict.

NotAriGold

Went fro $5K to $48K now. Powered by Google, ASML, AMD and others

thinkneo

Good point - that's AMD's longer-term bull case. If ROCm or OpenAI's Triton gains traction, the CUDA moat weakens. But that's a 3-5 year thesis, not a 2026 one. Worth watching though.

thinkneo

Solid pick. Benefits from the custom silicon trend - Google TPU, Apple chips all run through Broadcom. Different bet than NVDA/AMD but plays the same AI theme.

Weak-Pomegranate-435

Yes, NVDA has better MOAT. But it’s easier for AMD to beat their estimates. So I always go with the rule “ I don’t know what I don’t know”. So I would rather go with both than just one of them. There’s no limit on how many stocks you can hold in your portfolio.

thinkneo

True. AMD doubling from here is a lot easier than NVDA doubling from $4.5T. That's the AMD bull case in a nutshell - more upside if they execute.

thinkneo

Fair. Past fundamentals don't guarantee future dominance. That said - NVDA has the current moat (CUDA, 80%+ market share) and is actually monetizing AI now. AMD is betting on future share gains. Both could win, but NVDA's not just "analyzing the past" - they're printing money in the present too. What's your take on who monetizes AI best going forward?

thinkneo

Fair point on custom silicon reducing the need for AMD. Broadcom's already eating that lunch with Google/Apple. Taiwan risk is real for anyone relying on TSMC. Intel's domestic story is unique there. Appreciate the detailed Intel case - gave me something to dig into.

Sstraus-1983

Open ai deal with AMD is kinda junk, open ai has no money…..

Sstraus-1983

Also as more and more hyper scalers etc. start to design their own chips there’s really no reason for an AMD and having foundries and packaging available for outside customers will set Intel apart. Too much risk long term with both these names without foundries being reliant on Taiwan which China says it wants to reclaim is a big red flag longterm.

Sstraus-1983

Long long thesis. But yea foundry customer wins, apple etc. semi onshoring, bottlenecks at TSMC, government policy, node leadership reclaimed, new CEO. China Taiwan invasion risk, TSMC will be a generation behind on nodes in the states. Packaging wins too. Intel has only a $180 bil market cap on 1/4th of nvdia’s yearly revenue. Global household name still in 75% of PC’s worldwide. Balance sheet will be fixed too should be well into the $60’s next year and if foundries are a success could see $100+ that’s the short thesis. Plus NvDIa ownership and collaboration and 18a will help claw back market share from AMD.

thinkneo

Lisa Su is one of the best CEOs in tech. The AMD turnaround under her leadership is genuinely impressive - they were nearly bankrupt a decade ago. Good call on the interviews. You learn a lot about a company by watching how the CEO thinks.

thinkneo

Good point. PEG normalizes for growth, and if they're similar there, the "value" argument comes down to which growth rate you believe more. NVDA's growth is more proven, AMD's is more aspirational. Similar PEG, different risk profiles.

thinkneo

Appreciate the tip on the analyst day - will check it out. If AMD hits $20 EPS in that timeframe, current prices look a lot more reasonable. That's a big "if" but the OpenAI deal suggests they're serious about executing. Makes sense to tilt AMD if you believe in the growth trajectory. Higher risk, higher reward.