AMD

FarTechnology4087

I worked for AMD when Ryzen came out in sales. Let me tell you, when Ryzen first launched it was a hard sell to a lot of companies. It wasn't until around 2018-2019 that it really started to skyrocket. Epyc was an even harder story, as AMD had exited the server market about 10 years before and businesses were still PISSED about it because they got burned. I don't know how Dr. Su did it, but she absolutely saved the company and is one of the best CEOs I've ever seen at a company.

wasley101

Looking for some advice from you lot please. Bought physical shares in both AMD and nvidia so heavily leveraged on just ai. Those were my only 2 holdings. Have done well and decided to eventually sell last night at 180k. My reasons were not because I don’t believe in them (I really do). But with war tensions uncertain and earnings coming up as we know AMD usually has a dip. I’m not strategically planning for a dip and to get back in but after 21 days of green candles (bar 1 on something like day 5) there has been no real consolidation. This month alone AMD has risen 70%. This may keep running but it has got to a point where it was numbers on screen. Also the fact that these are my 2 holdings the swings were getting bigger/wider when it comes to percentage gains&losses per day. So I’ve now decided to take a breather to at least evaluate what I have (if it does dip I will buy some buy in smaller chunks and look to average in). So I guess what I’m asking is for any advice/experience please.

WailingWarbler

May 8th AMD calls, earnings on the 5th, retire on the 6th

AdPrestigious4755

Lol buy high for AMD why

Bakadeshi

I bet in AMD when they were designing Ryzen with as much money as I could risk losing at the time, because I had faith that keller being on the team would bounce them back. I don't have any where near this amount because I'm not rich, but I did make a few thousand still holding some of my original shares from back then. I wish I was able to buy more back then.

Ragnogrimmus

This corporate money wasn't planned. Google, M$, Meta etc.. just got a boom on R@D. Nvidia and AMD and potentially Intel and ARM and Broadcom and TSMC.. fuck even Global Foundries is probably doing a double take. But this is R@D money essentially to moot human purpose. At first you will hear that its gonna be better but eventually with this much cash backing automation.. The machine will be a better worker. Robots already can out do humans on tons of things already. The software is the issue and that much cash being poured in will absolutely give rise to the robots. I don't think it was planned to go this way. Military, Academic and the big guys.. yes but a slower roll out over many years. This is going to be a bubble, after the realization of competition and the overwhelming costs to upgrade data centers. The talk of the town. Much like the dot. com bubble. The turn over alone and upgrades are going to be massive expenditures. AI will be a thing for sure but WOA. I've never seen so much enthusiasm for a node process or software that is going to eventually.. potentially take your job. Trippy.... Also momentum is swinging hard right now in the green. Not much of a pull back so you can basically mark a 2nd half 4th quarter correction. OCT NOV.. not for the chips but broader stuff. Oil bills gonna catch up to those data hogs. My guess is your going to see a big push now and potentially a bigger correction once the oil bills start wracking up.

Comfortable-Sky7801

> AMD doesn’t just make the best GPUs on the market top signal

Saffuran

Yeah, because it is less central to everything going on. I feel like NVDA teeters sort of in that "too big to be allowed to fall" (at least too far) realm -- obviously overheated is overheated no matter how you look at it but there is so much upward pressure from the circular investment bubble, government lobbying e.t.c. and the fact that they supply most of the "shovels" for this AI "gold rush" while really just designing the shovels for the most part -- the financials on the surface are just too strong. AMD doesn't have that positioning, so it is influenced more directly by market fluctuation. But that's the cost/benefit of being further along the risk curve. AMD (arguably) has more room to grow but also a much higher risk of large pullbacks.

dljmonkeyboiz

We gonna pump all week with earnings. AMD on Tuesday gonna be fireworks.

Ms_ag

NVDA is $2-$3 millions cap today. There isn't much room for growth if you ask me. I was in NVDA. For almost a year. Didn't move much. Sold it and got in intel and I'm already up. I regret picking NVDA over AMD, which has tripled since then. It is much easier to double, triple your money with other AI related stocks than with NVDA. My two cents.

captain_awesomesauce

If you're talking driver's then you think gaming is behind their success? AMD has better linux drivers than nvidia. Do you think most ai systems run windows?

Logical_Importance59

Yes yes I get it. AMD is even more spookier.

Saltlife_Junkie

Good advice and I appreciate it. I have some leap puts against Tesla and AMD now. These are short term gamble on the fact that NASDAQ is just going straight up. No deal this weekend and should get a pullback. Also long and short on oil. That had been stagnant but won’t stay that way.

AccidentalCoup

I remember buying AMD shares for about $5 a pop back in 2016. Thought I did great when I sold for $12 a few weeks later 😭

Electrical_Maize3587

Who else saw the post of the one dude turning $350 into 52k on AMD today? Lucky mf

WSBNon-Believer

Back in my day we called AMD the Advanced Money Destroyer Ok Grandpa, let's get you back in bed.

Edril

I'm still holding 200 shares of AMD. I also sold 2 5/8 CCs at 270 a couple weeks ago. Bought at 158, so I'm still gonna be taking good profit, but... it fucking sucks...

bad_detectiv3

I don’t understand You put down 350 right before intel earning And spike from intel got your AMD calls to go How far out was ur calls Why not month or weeks This is crazy

Thepandashirt

Great. Took 20k in tax free profits this morning on NVDA and AMD. Not short intel, and Also held onto my calls despite my trash talking. Also Sold a few CSP's today with assignment around $65. Happy to go long there if we pull back or just collect my premium. The chart looks too good to ignore now we've cleared prior ATHs. although the 128 Forward P/E leaves little margin for error. But PEs dont mean shit in this AI bubble. Very Clearly they dont.

theuptightfiring

Dude caught the Intel earnings catalyst and rode AMD calls like he knew the script, that's the kind of timing that makes for good stories at the bar.

Saltlife_Junkie

Not actually betting against them only. AMD is up 70% in a month. Intc is up way more in 6 months or so. One bad selloff and they all go down. I predict that day is next week.

Significant_Speed854

And AMD was 190-200

eatingkiwirightnow

This is so true. Everyone only talks about stocks when they start surging like crazy, but I remember those times as I had Nvidia jealousy. I'm out of AMD a long time ago so didn't enjoy this run up. But back when I had AMD, seeing Nvidia just keeping going up every day and seeing AMD trade sideways was so frustrating. Same with MU. Had it as well and didn't understand why it keep trading around 60s with PE of 8, when anything remotely AI that made no money but exhibited high revenue growth rate was trading with infinite PE or PE is high hundreds. Even today, MU is held back by market fear of cyclical peak, with its PE much less than even SNDK. It doesn't make sense because SNDK/WDC/STX valuation is dependent on the memory cycle not peaking. If memory prices collapse, SNDK/WDC/STX are going to get hit just as hard as MU, yet from a PE perspective, the market doesn't seem to worry about cyclical peak for SNDK/WDC/STX

Tigulla_SRT24

Usually am excited and waiting for this week but not this Quarter as shorting AMD MRVL AGX CLS TXN costed me 5K and no more powder Good luck to you all I would have brought shares hoping for some gap up and sell if i had money So you know am a loser and you can inverse me now.

JohanLiebert92

AMD making gains off other stock earnings, and it will lose gains off it's own earnings is the kind of thing I fully expect AMD to do

RiseFromYourGrav

I sold some AMD shares for a loss last year. Feels bad. 

loopmc

I was just starting to invest. Didn't have much money. St the time it was just Intel and AMD the other players had gone belly up. It looked like AMD would also, but I thought if Intel is alone the monopoly police would come for them so either they would prop AMD up or someone would buy AMD to try to better compete with Intel. Then came Lisa Su. I still have those 575 shares I could afford. I never bought more because each time it rose it would fall almost as hard. From 2012 until today. When I got divorced and needed to refill the coffers I bought some at 150, in 2024, 2300 shares. Still have those too. What can I say, I love abuse.

BlackPlasmaX

I know right, seeing this post just made my ass laugh. I sold my blackberry at a 60% loss in early January 2025, put it in AMD and NET instead.

aka_crashoverride

I watched paint dry all day with TSLA, while everyone else was yeeting their life savings into AMD.

JuniorPresentation58

I bought 200 in 0dte calls today. Was up double on that first pump then it all went away on first pullback the upwards momentum was weak ass fk today. Every other day I see AMD going up like a champ then on the day I decide to ape in and AMD was gay ass hell. Damn this shit is rigged by them damn Cambodian breast milk drinking mofos.

Opposite_Day_9771

They're brining it back. It's called hedging. How about AMD? Oh yeah, they don't have fabs.

loopmc

They don't call it Automatic Money Destroyer for nothing. Just for perspective, I have owned AMD since 1.95 a share. But I'm regarded.

WorkingAdeptness9606

i bought AMD calls at $370 when it was only $290 per share, the closer you are to the strike price and the expiry date the more expensive per contract are, which explains why each contract cost you $1090.

Tigulla_SRT24

Do you have AMD ?

The_Cornwallis

Ok but are my AMD calls cooked if I didn’t sell 🥀

ksigguy

When AMD was like 1.56 in like 2015 I was going to buy a couple thousand shares and my best friend told me that was stupid because they were a terrible company. Then they announced they were going to be in PlayStations right after that. I doubt I would have held til now, but I still occasionally send him pics of AMD share price

Tigulla_SRT24

No semis at all?? What is your take on AMD ?

No-Newspaper-8615

Saas took such a beating for no reason. Sell some and get AMD I bought in at 98 they should stilll 2x. Service now is a HUGE buy. ELF beauty too is a HUGE buy celcius is a solid buy. Good job brother dm me if you have questions I love to help

JeffMakesGames

Well... I did just buy an AMD Ryzen 7 processor... so... You are welcome. :)

Lulu_Wise

What made you pick AMD?

mnelso1989

I'm feeling pretty good with my AMD and AVGO calls....

AMDeez_nutz

Iren will pull an AMD this week

Ameri0425

I have a 7900XTX. My experience has been the exact opposite basically. I've had it maybe two years now? Give or take. Never had a single problem with it and there isn't a game I've encountered yet I can't run on max settings. Not one crash. Not one timeout. Not even a minute spent troubleshooting or maintaining in the time I've had it. It's been nothing short of flawless. I know I could've gotten similar or even "better" (what's better than flawless?) performance from Nvidia overall but not for the price I paid. This is my first AMD GPU. I was an NVIDIA fan boy for years until I got it and realized.. What am I doing? This works just as well for a significantly more reasonable price. I even had to troubleshoot my last Nvidia GPU after less than a year.. I won't speak for non gaming GPUs. Only from my personal experience.

MtGloomy0420

Now for the love of god will you go buy and $AMD computer! ;)

JohanLiebert92

That dude who made 52k from a 350 dollar lotto on AMD...lord what I gotta do to get luck like this? Pure tears 😭

Stunning_Mast2001

Had AMD leaps from last year that expired worthless in February. Would have been insane now 😭

thesmd1

https://preview.redd.it/v3xi0dweo8xg1.png?width=1201&format=png&auto=webp&s=cf4e755a4c450c7c26b24062d0e75bce02e3419c Here is my other day trading account. I can only go back to 2024. Up $1.5M just on AMD short term trades. Guessing it's about +$6M since 2019. Will have to pull paper records to confirm. Is that ok?

fuf3d

I bought 5 if the $310 AMD calls yesterday that expired today. I bought them for $2.xx avg and sold them for $27, and $28 - $1000 risk for $12,500 profits.

GeneralSEOD

What you using? My experience with my 9700XT has been dire, driver timeouts, crashes, just.... not fun. Couple that with the fact that I don't have a higher tier option... I think it accounts to about a 5070? 5070ti. Nvidia has like, 4 options above it. I don't have a 5090 of the AMD generation. It's insane. Leaving money on the table like that. + some people like it, DLSS has people going nuts. If we're talking non gaming (who cares about gamers) then that'll be those AI workloads and compute, which again, we have the workstation gpus, SURE, but again, I've tried to use the software. My LM Studio doesn't even try to use my GPU, it's infuriating. Probably me, I know. But when I had my 2080TI, that shit just worked. Cuda is god tier

le_pedal

Gonna be wild when AMD opens pre-market at $400

EpsteinDrive400

You don't. But here you go. OP purchased 30x335 calls on amd at $0.116667 a piece. 30 contracts * 100 shares each * $0.116667 =$350 "invested". I'm guessing OP did this on Monday with expiry today. AMD was trading around $275 a Monday. It ended up ~$353. So now each one of those contracts is worth $17 something. The $17 is the intrinsic value (difference between the current price and strike price). It was wayyyy out of the money when OP bought and now wayyy in the money. OP sold to close and made a shit ton of money. For every one of those posts you see, there's like 1,000 other stupid ass plays like this that go to $0.00 and lose the full $350.

Ameri0425

AMD GPUs absolutely do hold a candle if not two to Nvidias when you factor price to performance. I'd be genuinely surprised if Nvidia ever released a gpu I'd buy over an AMD again after years of having used Nvidia previously

Sapereos

I started buying when it dipped under $100, without buying much more Nvidia, to build an AMD position. It’s pretty clear that the pie is expanding, plenty of capex on CPU/GPU’s to keep both Nvidia and AMD printing money.

will_monster

Bro, AMD moved almost $50 on a Friday. All the 1DTE options in his buying range and above had over 10,000% return for the day. This was a historic day for real

Saltlife_Junkie

Me too. Bought a couple calls to hedge this week. Markets are exhausting right now. AMD up 70% in a month and I guess i should be buying AMD calls lol

NeighborhoodBest2944

She is strict about port balance. AMD ram up so far so fast it’s an auto sell.

Silly_Pen_7902

He bought 30 call contracts at 7 cents or $210 in total. He sold them for $17.28 for 243x. It was 1 DTE, so anything less than AMD going up at least 10%, he would have lost 100%

wangston_huge

Short dated options way out of the money. He expected AMD would move in sympathy with Intel and he was right. It's a lotto ticket, but when it hits it's a jackpot.

Murky-Gate7795

I do this all the time…a losing stock finally gets back to my breakeven price, I sell it and say good riddance then it moons. Im looking at you AMD after selling at 236 a couple weeks ago. I’ve also got some poet shares that I sold $7 covered calls on.

NotMe357

Cathie Wood: Buy: Amazon over 250K shares. Sell: AMD over 200K shares. RKLB over 100K shares.

12Ryley12

Intel was cheap because AMD, apple and NVIDIA did everything they did but better. But now intels new chips are competing. That's why it's going up.

Porcupinesolos

Just buy AMD and get rich quick

Porcupinesolos

Good job man. Buying $AMD is risk free returns

nyrangerfan1

Analyst was on CNBC today - basically saying Intel has capacity that it can shift to the server market. AMD has to work with AMD to be able to do anything like that.

Who_Took_My_Big_Toe

Shorting AMD next week, it’s good; not THAT good. (I’m an idiot ik)

Independent-Cod-5938

You shorted the wrong stocks. AMD and STX are over extended

le_pedal

What's AMD opening at come Monday

Routine-Phrase457

Don’t sweat it . Did same on $300 AMD jun calls

ResolveSouthern4766

I will only believe you, if you tell me the next AMD :), congrats…

NotMe357

Who says its over? We still have big guys Earning coming up next week. Google, Apple, META, MSFT and Amazon. If they spend more money on A.I then I think AMD, NVDA, TSM and Intel will pump more.

sentientshadeofgreen

Literally the only reason I bought AMD was because their drivers are baked into the Linux kernel. I now don't know enough to have an exit price, so I'm just going to hold. I'm too retarded to take profit

Paul_Robert_

*AMD pumps 8% on the news*

Aware_Secret_8910

Then he will come out 2 years later and say "yeah we are using some AMD gpus from 2020 we found in the landfill"

1M-to-Zero

Head is hurting for missing INTC, AMD and NVDA run.. any suggestions?

pogkaku96

Imagine if this regard typed AMD instead of AMC

FederalExpressMan

Same here man. The worst time was 2024 when AMD was sliding while NVDA was pumping. Dark times.

Yncome_Mercato

Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.   This is not financial advice, strictly for educational purposes.

verywidebutthole

MI450 will be adopted widely and CPUs are so sold out Intel just had a garage sale of outdated tech. There's so much potential upside for AMD. I think we're going to watch Nvidia growth slow down in the coming months and AMD growth accelerate wildly.

noiserr

Google buys TPU chips from Broadcom and then turns around and rents the infrastructure. This is no different than what they do with Nvidia or AMD chips. The only difference is that yes Google had a hand in designing the chips. But Broadcom is the maker of the chips.

SystemOtherwise970

I have AMD and the portfolio was still in the red today. Sigh

Chalkywhit3_

the downvotes are from the goons who kept called AMD, advanced money destroyer🤣

_tr00p3r_

Good for you, I should have saw it coming as well when AMD stock price went up 15% overnight but NVDA haven't caught the sentiment til an hour after the market opened on the next day. Good for you for catching something this obvious but overlook niche in the market lol.

Infinity_ashim

Hi, I'm Ashim from MarketCrunch AI. I think the market's reacting less to Intel's specific dollar beats and more to the \*signal\* it sends about enterprise spending and the AI buildout. The Tesla partnership and data center strength suggest capex isn't slowing down for critical infrastructure, which is a read-through for Nvidia and AMD. The risk, though, is if this is more of a catch-up trade for Intel after years of underperformance, rather than a true sector-wide re-rating of future growth, especially with memory prices still volatile.

bathok

u/thesmd1 I'm interested to know, aside from tax reasons, when do you decide to exit a position? In my mind there are various industry leaders take AMD for CPUs, Nvidia for GPUs - these are the companies that will be around for a long time. Do you ever consider re-entering even at higher prices, given the assumption that they continue to lead their industries? Thanks

MICT3361

Huh? AMD had never touched 300 before this run.

master123160

I bought these leaps and most of my biggest gains in semi’s in June of last year. I saw the super cycle coming and bought MU, LRCX, AMAT, NVDA, and AMD. Each of those gains are even bigger than this one lmao

noiserr

Nobody really competes with AMD. Once mi450 is out, AMD will be a clear leader in hardware in both CPU and GPU.

981flacht6

AMD is up because Jensen was right about everything.

awildjabroner

I saw AMD as a yolo stock a few years go and bought some, turned out I bought the wrong ticker and ended up with AMC stock. I stick to etfs cuz im boring

jklre

Bad news for you bub. Intel is going to be the main chip manufacturer when the war with china starts in 2027. TSMC NVIDIA, AMD , etc are going to be foreced to use their chip fabs when Taiwan gets hit.

Ok-Adeptness-5834

Is AMD running hundreds of data centers?

Dirtymike_nd_theboyz

Intel has some promising designs and innovations but their capacity to actually manufacture said designs is ficticious. This is a really bold play and I think the guy is way too early but I hope it works out for him. As a TSM and AMD bull I have felt for years that Intel's golden age was over.

981flacht6

AMD fans are retarded. That's why I bought AMD..bc they dragged Lisa Su to the white house. AMD is successful bc of Nvidia and Jensen.

WailingWarbler

I bought some AMD calls before close that expire May8th after their earnings. When can i retire?

Primary-Nebula-8907

AMD ripping 🚀

nieht

I bought a bunch of AMD a year or so ago. My thesis was “eventually these fuckers are gonna start doing cost reduction initiatives.” Unsure if that’s panned out, but the investment has.

ifyoulookyouaregay

I actually own real shares of AMD it’s not a demo account like yours 😂

coopermug

The only true winner here is TSM. Regardless of who buy chips from whom, NVDA, AMD, cerebras, custom chips from Broadcom or Marvell, Amazon, Google TPU, etc. TSM is still the one making them all.

Isolated_Blackbird

Bruh 100% of portfolio…is this a long time AMD employee?

drytexterfinalboss

Will you laugh if AMD goes below 300 after earnings....ngl I would have a sensible chuckle