AMD

RepulsiveDisaster671

AMD rippin ‘

jiggolo420

The market knows AMD will be a trillion dollar company. That's why it pumps so much harder than NVDA these days

MartianSpaceCat

Intel is probably pumping, because daddy AMD is skyrocketing.

Impressive-Mud-3362

So AMD going back to its highs, I have learned it to hate it so much over the years that I didn't even consider calls

Ok_Support_6454

AMD giveth and AMD taketh away. We're on the former now.

dabblesest

Did all of you buy AMD puts this week or something?

dabblesest

I’m not sure why AMD is pumping so hard and at this point I’m afraid to ask.

Starkfault

I’m not buying AMD. Fool me nine times, shame on me.

neilr3ddit

AMD up 21% in 5 days. Is this for real this time? Bag holding at 261..

ZackZeysto

AMD most short term time-chart overvought (daily, 4h, 1h, etc.)

definitelydonatello

Holy shit what’s the AMD news??

chromevfx

AMD should be on the board last 3 days.

dabblesest

Damn AMD, my shares love it, but I think I need to get some puts here.

Afghan_Whig

My first purchase was AMD. I brought in around $10, and then sold around $13 to "lock in my profit". Lol. 

RepulsiveDisaster671

AMD 300

LeakMyBigBowls

AMD, META OR AMZN gonna pop off tomorrow.

CeleryApple

Purchase in this sense is purchasing the service. The hardware is owned and managed by AWS. You are essentially leasing the capacity, and at the end of the 3-year term, you must either renew or return the equipment. Outpost is really meant for high security/ sovereign requirement where data can not leave the premise or super low latency requirements. Besides the rent you pay, you are responsible for the power, cooling and floor space cost. Which can be significant depending on where you are. It is also highly susceptible to utilization. The cheapest way would be to go on demand + mix instances but from my own experience with p5.4xlarge you will run into capacity issues on demand as bigger customers are buying up all the GPU capacity. They can't even keep up with the demand as it is what makes you think that they have more to sell on the side? AMD and Nvidia sell most of their AI chips to large hyperscalers and companies (Amazon, Google, Meta, Microsoft etc). These are not the type of companies that will go with AWS Outpost. I really don't think what Jassy was referring to here is Outpost.

Rockatansky77

Follow your gut. Microsoft will be around for a long time to come. Apple tanked and bounced back. Amazon is finally rising, Google too. I sold Carpenter Technologies and AMD with big regret awhile back.

_zir_

Been holding and DCAing through it all. I am confused why its down so much but have no problem holding. Been through this rodeo with AMD several times.

cbusoh66

INTC now has deals NVDA, TSLA/SpaceXAI, Google, and Softbank's SAIMemory Still to be announced: AAPL, AVGO, QCOM, and possibly AMD

Elons-Musky-Balls

AMD will be above $300 in the next 6 months. Don’t shoot the messenger

raptorsfan93849

I think the next few months AMD goes on a big run to mid 300s.

raptorsfan93849

I personally think AMD is going to be 600 a share end of 2027 at latest, 1000 by 2030.

navariani

I bought 20k worth of AMD for 70$ per share, while all the regards here well calling it Advance Money Destroyer and bla bla. Guess what? I ignored these regards and kept my share. Sold everything once AMD hit 230$ per share and made almost 50K pure gains!

sir_dreads

Been watching AMD JPM and AMZN for weeks, could have been sitting on at least 30k right now

milkywaygalaxy71

AMD calls. $250 incoming

doctor-soda

the merit of these chips seem to be on bang for bucks. I am not sure if they will be direct competitors to the NVDA/AMD GPUs.

le_pedal

AMD flirting with $240, nice

MartianSpaceCat

Intel has numerous fabs, unlike AMD. They literally manufacture and package their own chips.

ShadowCatZeroMeow

Wild how Intel ‘s market cap is only 70 million less than AMD

AgitatedJump8459

Wtf is up with AMD

CanadianAbroad7

I would not throw AMD into that group rn personally

Charming_Raccoon4361

adobe, crm, servicenow, estee lauder, elf, nike none of them are good or better than msft. I agree with Meta,. Amazon, AMD, nvidia though

raptorsfan93849

Meta,. Amazon, AMD, nvidia, adobe, crm, servicenow, estee lauder, elf, nike.... but yes Microsoft is a great deal but not the best in the market right now. but it is definitely up there!

CeleryApple

Exactly. Why would another hyperscalers or most AI startup want to buy amazon chips when they can literally pay AWS to rent it out, paying for only the time they are using it. Right now the AI chip market don't need another big AI chip supplier. It is currently limited by available power, memory supply and fab capacity. Even if Amazon decide to offer its chips on sale, it would be 3 years out, because most of the memory and fab capacity is already bought up for the next 2 years. Any commitments to a big customer eats into the supply of chips that AWS will get. It makes no sense for them. He is only saying this to try to get a better deal with Nvidia or AMD on their AI offerings.

potato111a

Hello, MM. I would like to return these AMD $220p, they aren't printing. Thanks.

doctorqaz

AMD pumped AVGO pumped META pumped AMZN pumped MSFT dumped lmao

that_noodle_guy

They already do though? You can buy AMD/NVDA cards on amazon

OptionsProOfficial

Paper trading is basically lying to you on this one and mid fills on multi-leg structures in single names are more of a best case than a baseline. SPY and QQQ you can usually get within a cent or two of mid if you're patient, but AMD, MU, and ARM you're often giving up $0.15 to $0.30 just to get filled, which is a real chunk of your max profit on a butterfly. MSFT is probably the friendliest on your list but even there I'd set expectations at mid minus $0.05 to $0.10 on exit rather than assuming mid. The only real way to know for your specific setups is to start logging actual fill vs mid at entry and exit separately and patterns show up fast once you have 15 or 20 trades in the book.

iShitBloodandCumShit

I thought the NVDA/TSLA pump was extreme. INTC is absolute insanity. Sure, the chart says long term breakout but the company is actual garbage compared to AMD 😂

rollinhating

Whats keeping AMD alive..? Its constatly green when everything is red

Intelligent-Claim193

Of course AMD doesn’t wanna be red today even to SPY IS DUMPINGG Lisa you bastard

JohanLiebert92

i forgot AMD has its earnings soon, ffs no wonder I played this shit wrong

Intelligent-Claim193

#I swear AMD will dump so hard and I will be a part of it when it happens

spellbadgrammargood

Jesus Intel is at 60.. Did those deals with AMD and Apple even happen?

Strig1

AMD sells the best chips for AI and agentic AI is very CPU heavy workloads. NVDA is definitely well positioned, but AMD does have something else to offer

Meeting_Ok2

AMD green is criminal

Intelligent-Claim193

INTC had the partnership with Google but AMD is the one that reacted to the news smh fuck the charts I’m working ot at Amazon

Intelligent-Claim193

wtf is AMD doing

Intelligent-Claim193

Can someone explain the AMD pump and dump rn

Leaguefizzics

Wtf is going on with AMD

ICantDive

!banbet 10% 1 week AMD

ICantDive

!banbet AMD 15% 1 week

Locke_____Lamora

I'm in LITE, AMD, TER, NBIS. Gonna be a good day I think.

Intelligent-Claim193

How much you wanna bet AMD will go immediately to green at market open

Fkn1v1mem8

My AMD calls gonna print? Got 240s for Friday

Typical-Layer-1253

My AMD been 🚀 🚀 🚀

JohanLiebert92

i have basically 2 days to salvage what's left of my AMD puts which are down -78%, so I need like a 15 dollar drop, if anyone can do it, it's AMD but I know it's had enough of getting beat up amen

Flashy_Criticism_571

Where’s the AMD bagholders at?

yuckfoubitch

Think about the Greeks of your position. These options expire in like a month, you’re short the 230 and 240 and long a wing and an ITM call. If you delta hedged this you’d basically be short a broken wing iron condor (put call parity). Would you expect it to be worth close to zero right now (where you’d make max profit) or would you expect it to still be with something since there is still over a month until it expires? If AMD sits here for the next 5-6 weeks then you’ll collect theta and make some money, but right now you’re just short the ATM gamma and Vega and hoping the stock doesn’t move

Consistent-Heart2949

What you have missed is that these options expire in May they are not anywhere near max profit because that would require them closing at a set price in May. Clearly no one knows what price AMD will be in May and the contracts won’t hit max profit until then

Nutkohkoh

I have edited my post to indicate that AMD was trading at $203 when I initiated the trade. Could you please elaborate on "lots of factors"?

Unusual_Principle536

In my exp AMD is very volatile. It can go up or down 15% within 2 days. If you don't need that money now keep it. Wanna gamble to sell now and buy back lower? You can and there's a good chance you will have opportunity this week.

LongTermStocks

AI Stocks are super bullish $AMD $INTC $NVDA $MU $QCOM $AVGO The artificial intelligence boom is reshaping the semiconductor industry at an unprecedented pace, prompting analysts to significantly upgrade their outlook for the sector. Bank of America now expects global semiconductor revenue to reach $1.3 trillion in 2026, a sharp $300 billion increase from its prior estimate just four months ago. The revision underscores how rapidly demand for AI-driven infrastructure is accelerating. At the center of this surge are companies powering AI compute and data centers, including Nvidia and Broadcom, which continue to dominate the market. The expansion is being fueled by growing demand across compute, networking, and memory, as enterprises and cloud providers race to build out AI capabilities. Analysts now project the semiconductor industry could reach $2 trillion by 2030, implying a 20% annual growth rate—more than double its historical average. Beyond chipmakers, the opportunity extends across the broader ecosystem. Firms such as Advanced Micro Devices and Marvell Technology are positioned to benefit from AI compute demand, while equipment suppliers like Applied Materials and Lam Research stand to gain from increased manufacturing complexity. Even software players such as Cadence Design Systems and Synopsys are emerging as “picks and shovels” beneficiaries of the design phase. However, the outlook is not without risks. While AI-related segments are expected to grow sharply, traditional markets such as smartphones and PCs remain weak. Companies like Qualcomm continue to face pressure from sluggish consumer demand, highlighting a growing divide within the industry.

WelcomeRevolutionary

Obviously AI written article with completely misleading info. eGPU configurations with AMD cards have [long been supported on Intel Macs](https://support.apple.com/en-us/102363) It’s cool that such support is now being extended to Apple silicon devices, but this isn’t any kind of shocking news or a big departure for Apple.  The lack of support for NVidia GPUs has been because NVidia hasn’t been interested in supporting the Mac with drivers. 

andytobbles

AMD and META are strong Jesus

vagabond_primate

Totally depends on your investment strategy. A lot of people these days act like this is team sports. Team bols v team bers. A reflection of these idiotic times. The goal for me is to increase portfolio. The majority is in long term stocks. Buy and hold then take gains and reallocate. But I have a small percentage in trading. Some options, but mostly short term swings. For the latter, I’m betting like you, that this is a temporary pump and so I’m taking some profits on some of those short term plays (calls bought on AMD mostly) and looking for some puts or short opportunities. But I’m not gambling much on this madness.

aZnRice99

Neither is AMD

aZnRice99

I lost so much money on shorting AMD

Impossible_Gift8457

# Where are the cowardly regards and losers who didn't believe in $AMD?

le_pedal

Might finally sell AMD go at $230

VictoriaAutNihil

I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!

accountforfurrystuf

I wasn’t completely sold on Intel until it hit $24 (up from $18). I think this was a bit before Lip-Bu Tan personally met with the president and received the King’s blessing and $10 billion. Then Nvidia launched a partnership and those shares were the best damn move I made since Nvidia and AMD. I did more research on Intel and held on for dear life through the hate of that company. I still am. I could pay off my college loans with these Intel shares.

bearhunter429

AMD stands for: **AM**erican **D**evices LMAO🤌

andytobbles

Alright well my AMD calls are PRINTING

AutistsnCreme

Microsoft will finally be Microhard tomorrow. AMD type run tomorrow 🙏

trade_thriving

fair point on the backside power delivery thing, I hadn't caught that detail tbh. and yeah I get that intel's still got the majority datacenter share. but here's where I'm skeptical - I've watched them talk about being "ahead" before and then execution just doesn't happen, you know? like yeah 18A sounds sick on paper but when does it actually ship? AMD's been slow too don't get me wrong, but at least they've been consistently delivering chips that work.

fly-almighty06

Opinions on AMD dropping below 200 again?

bostrovsky

Unfortunately the world is going to feel this for a while. Oil disruption can't be made up for by pumping more elsewhere (very different refining based on where the oil comes from and no magic capacity to substitute US, Canadian or Venezuelan), semiconductors will be impacted (no way NVIDIA, AMD or Broadcom gets its allocation if TSMC has helium disrupted..not to mention the downstream impact on data center buildouts), food commodity prices impacted (we are in the spring now, planting season...30% of the world's fertilizer comes through that path, interesting that without fertilizer (only 30% impacted by Iran but still...) the world can only support about 2B people). We are all going to feel this for a while. The tariff BS was something they could manipulate and Trump's insiders could make money from. Famine and political unrest are kind of a different problems (good thing he got rid of USAID). He doesn't realize the problem/risk isn't a nuke...it is a huge impact on the global economy and global political stability. I wonder how long Europe will play nice with us as we tank their economies? We can bomb and bomb but the Iranians know we are all back to the stone age if they keep the strait closed. He is out of his league.

Uniquename34556

It can make sense if you believe in the company you’re averaging down on and you want to reduce your investment in AMD at the same time. Also, If you’re talking about a small percentage of your investment money here then i think it should be fine. If this is your whole strategy across your entire investment plan then it seems a bit more sketchy.

Machine8851

If you like semi stocks such as AMD, you should consider SMH, SOXX or maybe SOXQ. Semis are proven winners and should perform well long term

Leaguefizzics

Come on AMD

AlternativePlay3593

Thanks! Can I trade MU, AMD, MSFT ? Or avoid them and go straight to SPY, SPX and QQQ?

RegardedDegen

I'm trying. Unfortunately, I sold calls on AMD lmao.

absolutxtr

Cuz if China takes Taiwan NVDA, Tim apple, AMD etc all go to 0 and Intel 1000x

VictoriaAutNihil

DOW already down 300 (9:50am est). I sold off some stuff yesterday: AMAT, IBM, CSCO, made a nice gain, as I didn't have large positions in any of them, I figured take the money and run. Keep it in a t-bill and when the dust settles from this Iranian debacle, jump back in. Holding my bigger positions, NVDA, AMD, MRVL, GOOG, AMZN & AAPL. They'll probably get hammered, but I think these companies have the ability to bounce back quickly. Using last April's tariff fiasco as an example, and even the Covid-19 correction, these aforementioned stocks recovered in a relatively short period of time. Unfortunately, Trump is such a loose cannon and Hegseth is an incompetent moron, that if this escalates into something long term, recovery could take longer than expected.

Waiting4Reccession

Has been since 2017 when I had a retail job and my manager learned about options on robinhood and somehow lost money on AMD calls and Sketchers 💀 We shouldve had a recession around summer/fall of 2018 and it wouldve corrected about of the perversion we have seen in markets since then

Fkn1v1mem8

I bought 4/17 AMD 220 puts

aBit2Good

my AMD stocks went down from $224 to $216. I can only assume 2pm (UK time) will have this dump lower. I hope not, I might just end up selling because all this up and down is missed opportunity for me.

Anasynth

Software engineers are buying machines with AMD xAI that run the models in their home office. Apple and Google are putting the models directly in devices. Anthropic or OpenAI isn’t going to be necessary for either casual or serious use.

yushey__

These are the tickers that have fucked me huge in my life: JD, MSFT, SNAP, ORCL, AMD, MSTR

dieharddubsfan

Yes, what you are saying is true but it's also misleading. Look at this [insider trading table for NVDA, AVGO, AMD](https://www.stock-table.com/insiders?public_uuid=4f80170b-5944-4758-a404-e066c72de0fe), in the past 3 months, you would see all sells and not purchases. I still think NVDA is a great buy. Just look at [its foward P/E and PEG ratio](https://www.stock-table.com/ticker/NVDA/fundamentals?public_uuid=4f80170b-5944-4758-a404-e066c72de0fe), for a tech stock, I think it's fairly priced and may even be "cheap".

hakim37

Actually they just announced a second 15% increase so from Q2 there will be a cumulative 30% hike. Considering intel still exceeds AMD in revenue and is rapidly scaling their server production this should be significant.

Fineous40

I lost $20k on AMD calls from a trade talks not going well tweet years ago.

potato111a

AMD out here Advancing Money Destroyer on both Bools n bers LMAO 🤌

ZackZeysto

AMD closing over 222 is bullish -> buy calls for tuesday. closing under 222 is bearish -> buy puts for tuesday. THANK YOU FOR THE ATTENTION TO THIS MATTER.

future2300

AMD went up 4% to just end up flat?

jiggolo420

AMD nooo!! 😢

RegardedDegen

I sold an AMD call at 230 that expires in May when AMD was around 196 or so. I low key hope it get assigned. Would free up a lot of cash and my cost basis for amd is around 175.

ksyoung17

Dangerous. Full on retarded strength there. Market will shit itself, AMD will stay green