AMD
Advanced Micro Devices Inc
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I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
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%)
Mentions
Why would I buy AMD over Nvidia? Nvidia has higher growth, higher profit margins, a more dominant moat and it’s currently 4x cheaper as an investment $ for $.
I collaborated with Intel, AMD, Dell, MSI, ASUS, Gigabyte, G.Skill, Arctic, Razer, HyperX, Crucial, Cooler Master, Seasonic, Seagate, Samsung, Motorola, Pioneer, Mackie, TP Link and more. My business is doing great.
no way AMD crept out of the shithole
hi AMD if you’re saying this i sold all my shares already you can go up now lolll
Another day of AMD teasing both bers and bols with the flat shyt
1. 25b cash 2. AMD deal up to $100b 3. IPO
Nvidia owns the space, Broadcom fighting for the small piece of pie that’s left to them. I’m sure it will grow as the whole pie does but I like Nvidia, AMD, and the memory names more. I own all of them but not as excited about AVGO
Old thread obv, but so interesting how far AMD has come since this convo
Wild to see all this chatter about it AMD 2 years ago to now
AMD deez nuts. Thank good for NVDA today
AMD is such a piece of shit
just realized that AMD guy doesnt comment anymore lmao
This game I am not good at, literally everything I was watching yesterday is up 10% and I have AMD calls down 90% and limp dick Oracle Calls
SOXL under 100 and AMD under 450 I’m gonna get fuckin margin called 😭
Man FUCK AMD come the fuck in bro
AMD just go to 0 already ffs
Anyone want to tell me why AMD sucks?
Don’t do me dirty AMD
what is going on with AMD?
the ratio for cpu's per gpu is going up, and AMD has the best ones. They will also go to rack scale with vera rubin. Next quarters you can expect the stock to go up significantly
600AMD calls for september was NOT the play..
AMD has yet to touch 1k , not overvalued yet
People expect AMD to get into the AI game.
No, just a second or third tier semiconductor producer. They don't really have a leg in the AI craze and had their server business eaten by AMD, they had a nice pump due to US subsidies but that fizzled out.
What do you think is "sus" about this lol. Should they have financed them to buy AMD gpus? Should they have not invested in up and coming technologies related to them? Should they not take payment for the gpus they are selling? Should they not try to convince companies to develop products that use their technologies? This is totally normal, smart behavior, it's nothing special, it's very common for tech companies, and is pretty ordinary for businesses in general.
In reference to GPUS, (datavault), you probably seen some posts about insiders bought recently, ignore it unless you want to be exit liquidity (it will get diluted) - They do not make any **G**raphics **P**rocessing **U**nits, (the dedicated component responsible for computer graphics, etc) - it's dog shit - It's not the next Nvidia, AMD, Intel (yes Intel used to make dedicated, non-integrated Graphic Cards.) - it's not a hold stock (it's not VT, VOO, VTI, etc, etc)
Yes AMD came out of left field and started stapling absurd amounts of memory to its chips to compete with Nvidia, it worked, until Nvidia was like hey nice idea you have there watch me do the same. In the end it didn’t even help AMD lol.
Arm designs CPUs and Jalapeno is an accelerator which still needs to be paired with a CPU. However OpenAI uses AMD for that which makes sense because Arm is way behind here.
Yes, puts on PLTR, CRWD, PANW, AMD and ... ARXS ✅ personal list 😁
That too. Still not as bad as AMD. Not sure how AMD keeps getting away with a TSLA like valuation
AMD calls for theta’d to oblivion today. Semis not moving unless your name is NVDA
Nvidia just fucking owns Broadcom, Marvell, amd AMD This is Nvidia's show and the other guys are just riding their coattails
AMD correction almost done methinks. Buying calls in a couple weeks
Will AMD ever go up again
I bet AMD opens red again tomorrow its definitely becoming the advanced money destroyer again.
Yeah AMD has been trying for decades... If they can't do it let alone Intel no one will.
AMD has only lost me money. Don't ask when I bought
why the fuck is AMD red
sure. long term AMD will do fine too. I agree about AI, and AMD is a great business granted i absolutely can't imagine holding it when there is Nvidia out there, for far better price, for far far far better growth, but otherwise i agree, and i held AMD for a year, from 200 to 500
AMD hit me with the mega fakeout
That's what AMD gets for investing in SPCX. A bunch of DBs
AMD biggest Pos ever
It would funny if it just randomly started ripping without any reason. Like the AMD always did pre ai era 🤣
Don’t talk to me about that bullshit stock called AMD
The CPU comments really stuck out. INTC & AMD must be selling out everything they have.
AMD and SOFI puts. Free money
It's a formula of opportunity within sector growth. If Nvidia already has 80% or more of the market share. Let's say demand would dictate they sell 100% of what they can supply, but they can only supply 70% of that current demand, well now AMD has an opportunity to dig into their 80% market share because the demand outweighs the supply. Which then gives AMD potential reach to new customers. Once customers start using products in this case Helios, that might draw more or less demand depending on usage. I just see Nvidia stands to lose ground to disruptors, not saying it'll go down in value or anything. As memory fabs increase etc then things could taper off for sure and extend Nvidia's monopoly. But in this current environment Disruptors have a massive opportunity to grow their business rapidly. The price of older tech in this case depends on the usage, if it's an AI lab that wants breakthoughs and innovation in sure they'll just want best of the best, but if it's some large business that wants to run agentics or more specified workloads maybe they'd be fine with that lesser cheaper hyperscalers.
I respect NVDA's success but given their market cap, I think it's going to be longer to see share price go 2x, 3x, etc. than AMD. And customers simply don't want to be locked into a single supplier. AMD is the credible number 2 company in the market. AMD is also competing on total cost of ownership.
Well it just means that AMD has to execute perfectly and NVDA doesn’t continue to dominate it in sales and profit. Otherwise AMD will drop like a rock.
That’s beyond priced in with AMD’s foward PE multiple at an insane 64x…vs. NVDA forward PE multiple of 23.5%.
NVDA is the far better investment. AMD has a forward PE multiple at an eye watering 64x! NVDA has the best in class product and sits at a Foward PE multiple of 23.5x! Vera Rubin is just about to start rolling out too.
AMD, Nvidia has a monopoly and are at a saturation point where demand is growing faster than they can meet with supply chain bottlenecks like memory, along comes Helios and AMD can start gaining market share from Nvidia.
AMD The Helios rack AI platform ships this month and will be ramping up well into 2027. The stock surged after Q1 earnings this year and I expect revenue to keep growing beyond 2027. As this happens, I think we'll see steady share price increases, maybe not like Q1 but a good upward trajectory.
lol been there too. Tomorrow is looking bloody and have calls on AMD. Fucking oil and 10yr won’t stop going up 😆
unironically tho last March correction was amazing, even a complete retard could look at what was going on and bet accordingly. \- signal of the bottom: easiest in my life, they didn't want to let the "spy -10%" headline out. Plus taco famous tweet "end of a civilization", peak retardium is always the bottom before a taco incoming \- look a look at betas during feb/march vs past. Short story: AMZN and semis were not dumping hard enough. AMD, INTC, AMAT..., they just didn't go down as much as their beta "predicted". So what now, your beta is 2 when the market goes up but suddendly < 0.5 when spy is correcting? doesn't make any sense, it means no sellers left. And guess what happened in April? new ath for AMZN almost immediately after 1year of flat and generational bull run on AMD, MU and friends, one of the best months in 30years lmao.
Ain’t no fucking way I’m just finding out there’s a gender diversity ETF called SHE💀 Top holding is AMD… shout out to Lisa Sue 😂
Can AMD go back to 500
HP got their shit together like 7 years ago luckily. Consumer AMD and Nvidia has always been top tier too, they really put their souls into those video cards. Intel can suck a fat one though, been lacking since they stopped making the Pentium.
What the fuck is the issue with AMD today, again?
AMD is such a worthless PoS
AMD calls 🤙. Don't need much to make a tidy profit when they're this low. Should rebound before eow
**BanBet Lost** — /u/Is_so_cuul_sonbbich (3W - 2L, 60%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $474.68 → $500.00 | +5.3% | 5d | Lost |
AMD became overvalued because everyone thought they're the next NVDA. Meanwhile NVDA share price stayed flat while they continued to grow into the valuation.
The triple As are on a huge discount. AMD AMAT and ALAB
Who's the dummy who bought 2875000 worth of AMD 470 8/2p
no bottom until INTC fills 70 gap and AMD 363 gap
I bought AMD at $160, had to DCA down to $85, just for it to fly to 500s, all in the span of 1.5 years. Just hold
This makes a lot of sense from a risk-mitigation standpoint. Moving from HBM3E to HBM4/4E shifts the base die from a standard DRAM process to leading-edge logic (3nm/5nm class), where TSMC is already completely booked out by Nvidia, Apple, and AMD. SK hynix relying 100% on TSMC creates a massive packaging and wafer allocation bottleneck down the road. Dual-sourcing with Intel Foundry gives hynix leverage and guaranteed wafer supply, especially as they build out their Indiana advanced packaging facility. For Intel, bagging base die volume for the market share leader in HBM would be a massive credibility win for IFS without having to design the complex silicon themselves.
It's definitely doable. I did really well just continuously buying and holding BRK and SPXL during that time frame. I also held a bit of NVDA, AMD, and GOOG that I started selling off in the last few years. I had no overarching thesis for that investment strategy beyond just buying what I knew and used. I also wasn't burned, like many were, from the aftermath of the Great Recession, so I was willing to be aggressive with investing and dollar-cost averaging.
Oh yeah, Cisco Systems also had amazing earnings during the dotcom bubble. Back then, they were the Nvidia of their time. I remember how everyone was crazy about buying their stocks. Same with Deutsche Telekom, Sun Microsystems or Global Crossing. These companies benefitted from the new internet and got huge pretty fast. Once this went down, a lot of finance tricks were revealed, same situation like right now. Nvidia pays it's costumers for buying Nvidia products. None of the AI companies makes a profit. None. The only ones who earn money are Oracle, AMD and Nvidia. But they get these earnings through future profits. Data centers, that haven't even been built, let alone got a slot to get on the electricity grid. Openai aims for profits in 2030, of that fails, even the most optimistic investors would probably pull out.
Since I have gotten AMD stock it's stopped touching 500. The moment I sell it will go 550 am sure.
I wouldnt put AMD at roughly 50x forward earnings in the same bucket as NVDA trading in the high teens. One still seems to have a lot of optimism priced in, while the other looks like the market is already pretty skeptical about the capex story.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $500.00 (above) | $474.68 | $468.61 | +5.3% | Sep 1, 5:29 PM | | **Record** | 3W - 1L | 75% | - | - | - |
Selloff just slow enough to burn your options my word. $3 worth of move on AMD for a breakeven lol
Down but full disclose I have AMD and INTC Puts lol
I'm still amazed AMD more than doubled in market cap since March 30th, essentially adding 300billion+ in value
whats the AMD x micron deal? Im a regard and can't find info after searching
Wtf the new AMD MU deal is fucking insane. 25billion confirmed order
I know I'm super late because I always leave and come back to wab but man,I never thought I'd see AMD at 500 lol
AMD gets rated s strong buy once again. Fucking shits the bed. ty
>Shit was just a gaming GPU company brother, CUDA is like the only reason anyone who isn't some teenage retard playing bing bing wahoos picked them over AMD for parallel compute
Yeah dude. I was too damn poor for good NVDA GPU's back in the day. I remember having shitty Radeon graphics cards. And while purchasing AMD back then would have paid off big too, I just wasn't really an enthusiast, I just bought 1 GPU every 5-6 years and that's it.
Yeah, literally doubling the SP500. I'm not saying I'm smart or anything, just pointing out that it's very possible. Literally 80% of it is because I bought nVidia. The rest of it is because I bought all the other FAANGs, plus Seagate, sandisk, ARM, AEHR, PLTR, RGTI, and timing Take Two for the GTA6 release. I'm not an investment god or anything, I'm just investing in what I know which is tech, and riding the bubble. 15+ years ago, AMD was bouncing from 2 to 4 dollars, you could literally buy at 2, sell at 4, buy at 2, sell at 4. When it went past 8, I knew nVidia was far better so I bought them before the jump. Then I bought AMD too, just to see where it would take me. To say no one is beating VOO is ignorant. That's all I'm pointing out. Idiots like me get lucky all the time.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $500.00 (above) | $474.68 | $466.85 | +5.3% | Sep 1, 5:29 PM | | **Record** | 3W - 1L | 75% | - | - | - |
Why would someone use oracles data center when they could build or repurpose a new one with better more recent GPUs? Remember AMD and Nvidia are on a one year cadence and Vera Rubin is already wiping the floor with the previous gen
AMD, MU, Intel & Oracle
Just because my first short account blew up, doesn't mean my next one will. Going long VIX, short TSLA and AMD.