AMD
Advanced Micro Devices Inc
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$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
AVGO is lagging the entire semis rally. What am I missing?
I was completely fine losing my AMD shares until it almost happened
AMD hits $1 trillion market cap as stock continues 5-day rally
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
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)
Mentions
AMD is my second largest individual stock position
AMD, if you could Shrek, that would be really cool right about now.
AMD and MU are showing resilience relative to everything else IMO.
overnight I was pissed I didn't hold my $AMD 1DTE's through the close well they're down 90% so I guess it's not so bad
i bought all the chip bullshit years ago because im a pc nerd. Only bought 100 shares of AMD at $25 because they were the only GPU competitor, thought it was a bad buy at the time.
imagine thinking $AMD worths more than $100-110 fucking lol tbh
I think MU could definitely dip but also has held its price incredibly well despite all the FUD (especially compared to other semi stocks). Consolidation during a period of FUD is usually bullish. This type of period is where its important to have conviction on your thesis, and is where a lot of retail capitulate. Just remember the same type of thing could easily happen to AMD. There could be a cpu supercycle and the stock could still not move. The stock is at a 150 trailing P/E and 40 forward P/E. There is a lot of room for price compressiom even as fundamentals improve. Eventually bulls run out of steam and support will be tested. This always happens regardless of how good fundamentals are. Both these stocks are core long term holds for me, I'd just be careful about overtrading based on current price movements. Thats how you end up selling low and buying high. You can have conviction on a stock and still be better off not owning any because you didnt have a good entry.
You need buyers of the stock. Look at what NVDA did for a year between summer 25 and 26, essentially flat despite their PEG ratio being cut more than in half with triple beats every quarter. Because everybody who wanted NVDA already had it, and lots of other stocks became high performers, absorbing buyers in other prospects. MU is going to experience the same process. Things have to get fundamentally so rosy and sustained that the market decides to reallocate out of existing holdings and heavier into MU. That's going to take a bit. Everyone who believes the "cycle is years longer" angle is already in. The landscape has to convince the more conservative parts of the market to come over, or convince people to get out of AMD or META or whatever other excellent growth prospects and go heavier into MU. In short, buyers are no longer rushing the doors, fundamentals don't force more buyers if there just physically aren't any left.
Those ones don’t move the markets, it’s the big ones like AMD, MU, INTC, ARM, MRVL
was pressed that I sold my $AMD calls yesterday for a 150% gain (600C 1DTE - $3 to $8) because after-hours $AMD was close to $615 so it could have been double but now, now I don't feel so bad (:
I can tell you for sure that trade-holding my AMD since 2020 was a much better idea than trading NVDA from 2019 to 2020 and from 2021 to 2022
Probably because they are strongly associated with AMD now
You’re confusing a compelling story with a compelling investment. “AMD did it” isn’t a valuation model, and a hypothetical 1% market share doesn’t magically translate into $10B in revenue or justify today’s price. OpenAI using CBRS does NOT prove CBRS can scale profitably or defend its position against Nvidia! And telling people they’re wrong because you got AMD right years ago? 😭😭 That’s ego, not analysis. Show the numbers, not the victory lap. SORRY!
Id be careful about letting FOMO pressure you into rotations. Im a huge AMD fanboy and think a cpu supercycle is coming but the stock is crazy overextended right now and coukd easily have a big correction even if sentiment is high. It's ok to miss out on some runs, there will always be other buying opportunities in the future, just gotta be patient and wait for good relative entries
AMD is up 177.65% over the last 12 months. Why would you settle for 25%?
Why's AMD been holding so strong ?
youre the market and youre wrong. openai didnt choose nvidia over cbrs. theyre using both. if cbrs takes just 1% of nvdas market share that would be 10b in revenue, a third of their whole cap. MU is doing a $35b buyback, so 1 cbrs. They are ridiculously small for the false dilemma youre framing. Ive been in AMD since the teens. Analysts hated the company then. They hated it in 2023. Its SO similar. Ya know when AMD had a $35b market cap? When it was trading $21 in 2019. Would you go back and buy that if you could?
“The market is wrong” is not an investment thesis. OpenAI evaluated the options and chose Nvidia for a reason, and pretending that decision means nothing is pure cope. Sorry!! A sold-out backlog means NOTHING if customers can switch, margins disappoint, or competitors outpace you. Comparing a $35B chip company to AMD on the road to $1T is delusional fantasy, not valuation analysis. Try again.
This is the sort of thinking that sent AMD from 200 to 550 in 2 months. Or rather the thinking that kept it at $200, just for everyone to realize they were missing the train. What's hilarious to me is there are maybe 5 companies making ai chips and only 2 for resale (nvda, amd). AVGO and MRVL are making custom ai chips on commission, and are trillion-dollar companies. OpenAI isnt using them for sol ultrafast, publicly, yet. Mostly cause why bother if the largest edge is more likely to be inhouse and self-recursive use. Why let a regard ask yet again how to get rich with an app when it can be used to iterate faster than anthropic? Even if its not automated self-improvement, all frontier models are trained using inference of past models. Why WOULDNT you do that with the fastest chips? If theyre limited why use them just to have users hit their rate limits faster for no increased revenue? And finally, OP said 10 years. They may not hockey stick in the next quarter, but their market cap is $35b. Find me a smaller company with as much to speculate about. You think space mining has a faster, larger rate of return? Competing with Spacex? You think spacex is going to double to 4T faster than CBRS can double to 70B? CBRS investors did not hoard its growth in private. You know the stories of people who forgot about PLTR stock 9 years ago? CBRS will make many of those stories.
I don't think it's going to be a threat to the mainstream chipmakers like Nvidia (and maybe, just maybe AMD can elevate themselves into the same room). What you need to imagine is the availability of Huawei Ascend chips which China domestic models are going to be trained on (rather than for pure inference) with domestic HBM. Sure they are stuck 2-3 generations behind with far lower yields due to a reliance on DUV, but you'd bet on China doing something creative to get the parts for high NA EUV put together in the next couple of years
**AMD** stock. Look at the 1 year chart for this year. March 30 is was $208. Today $605. High was $655 a week ago. [https://finance.yahoo.com/quote/AMD/](https://finance.yahoo.com/quote/AMD/)
All semis are down but I want to rotate some out of MU and into AMD, problem is I would have to sell for a loss if I did it now. But if I wait until a run up, AMD will be even higher
Ah yes, the same thing people said about Nvidia, AMD and other companies 2 years ago.
Goog, nvda, AMD will all beat. This is your proxy and signal.
AMD. Bought in at $105 and still riding this wave.
CBRS. it's a chip company, making inference chips (not wimpy desktop or car cpus) with a $35b market cap. AMD took a long ass time to hit $1t, but 1t is 28x 35b. The opportunities are definitely there. This is a pretty sweet one.
Breaking news…puts Cramer highlighted Micron's long-term customer agreements and the expanding use of CPUs from Intel and AMD as reasons the sector's underlying fundamentals remain strong.
Same boat, 145% thanks to AMD and TSM
Fuck AMD. Kept my 100 loss rate on AMD options thanks to that asinine eod pump
Out of control fraud on AMD and Nvidia to prop the market into data dump tomorrow
But, might be a good hold if the deal closes with AMD it’s in the works
Yes, AMD news for sure! It’s up AH
what happened at the end of the day with AMD and MU why the giant pump all of a sudden?
Did Musk buy some AMD chips
AMD could you go up another 1.57% thank u
why cant fucking AVGO do what AMD does this fduckign avgo fucking sucks donkey nuts
lol that’s crazy how fast Nvidia is about to topple an Intel monopoly It doesn’t help that AMD pushed it over first lol
ofc why would I be in AMD. You all deserve it who are in it
WAking up now, MU and AMD!
$AMD is either going to $100 or $1000 by the end of the year
AMD has the dumbest fucking movement. It literally lose every time I play it
There is a huge difference between they invested some in antorphic than they are paid by shares. And this is just Samsung. AMD are giving their shares to customer instead
But deep down, you know.... AMD up 8% tomorrow.
I bought AMD at $25 in 2020 and then sold it at $50 because why wouldn’t I take a 100% return? Feels bad.
AMD puts here? or would that be stupid
I will be so happy wen AMD will be sub100 in 2-3years from now. (cuz of a stonk split ofc yes yes)
$AMD kissing the 50dma https://preview.redd.it/2ayourp3b9vh1.png?width=607&format=png&auto=webp&s=001e600daa1c8b88649a9d5d2677a274b94f50d2
I profited on $AMD today got out before this dip blessed
+300% realized on AMD/CRWD calls at open and I’m out for the day!
I give anthropic $20/ mo and use the heck out of Claude in vscode tie in everyday. I had it working 6-8 hrs a day last week it generated 120 GB of data and confirmed 320 million rows of database calculations for a demo project. Every day I'm checking to see if I've gone over my pro allotment, because in my mind I'm getting $1000 worth of work from it every day, and it's costing me so far less, I've done on it my previous job in what took 10+ years about a week It feels like I'm getting my moneys worth and then some. I'm trying to get what I can for cheap while the getting is good. They should be charging like $0.25/hr and I'm paying 0.12/hr But even at $40/mo they have way more cost because they are in a death spiral racing to the singularity with OpenAI, Nvidia, AMD, M$, Amazon etc. building more faster than ever till the bubble pops. And then what? I get my moneys worth out of Netflix, Disney+ too. But if they raise prices again I'm out. Because I can't afford entertainment and gas. Spotify however should be $10 for the amount I'm using. I wish I could just download my playlists as mp3 I paid for.
wth happened to AMD this was over 650 last i checked
Buy NKE, NFLX, UBER and BABA. Sell AMD, PLTR, TSLA and AAPL. 2027 will not be kind
I don't think AMD is worth more than 200.
AMD has an ocean to fall into, this is gonna be a wild ride down.
AMD on March 30th….?
I wonder whether this matters in the long run. Large corporations do not tie themselves to startups. Our company develops it's own solutions leveraging several big models like openai, anthropic, etc. The infrastructure build up is continuing and accelerating. Naturally many startups will go bust as they can't find a viable business model, but I question the impact on the likes of Nvidia and AMD.
I wonder what CharacterAI's bankruptcy means for DigitalOcean and AMD. DOCN is a small cloud provider for them and they use AMD Instinct chips for inferencing.
Another company that could be involved in the fallout is DigitalOcean (DOCN). I know they keep touting their relationship with CharacterAI and their usage of AMD chips for inferencing. I wonder what this means for DOCN and AMD.
Holes fucktard, my AMD calls are murdered
AMD pump n dump in a week is crazy!
I don’t think you know how options work. I just need the market to be volatile and pltr to pull back. I’m obviously not holding this put until end of expiry. I did the same with nvidia and got out at 40% and AMD at 33% will it work again? Who knows
He’s telling us that companies like AMD and Intel are trading at very high valuations compared to their sales, and he recommends investing in AVGO.
I think NVDA, AMD, PLTR, and maybe MU as well
You mean Lisa the CEO of AMD who’s made me millions at only the age of 33? Okay, will do.
we cant, do you know why every memory companies have the same increase % wise ? compared to nvidia that has the biggest % increase compared to others. its because memory are standardized so everybody can actually make it, they have no MOAT. compared to nvidia / amd they have their own proprietary interface technology, A.I that are trained / build on NVIDIA will be hard to run on AMD
Someone talk me out of selling my AMD position please. Up 500 percent. Might just sell half idk
Beyond all this macro noise, what do you genuinely think AMD price will be on 12/31?
[how's this one](https://www.walmart.com/ip/CyberPowerPC-Gamer-Supreme-Gaming-PC-AMD-Ryzen-9-9950X-NVIDIA-GeForce-RTX-5070-Ti-16GB-64GB-DDR5-2TB-SSD-SLCAI8000CPGV2/15310521182)
Chip and memory bulls really hoping MU AMD and NVDA can price gouge the world for the next 5 years and China doesn't do their China thing and flood the world with it
Anyone smarter than me care to explain how AMD is worth nearly a trillion dollars? I still don’t get it lol
With the amount of AMD gain porn being posted on Reddit by multi-millionaire nurses and on YouTube, kind of expecting a 50%+ crash in it the next few months :wendys:
Dude, I bought Meta (back when it was Facebook) at $26, sold at $31. Made some money and thought I was so smart😂😂😂. Absolutely regard. Did the same with Tesla. Glad I didn’t do that with AMD and NVDA.
The olden days when it was Intel versus maybe AMD
Wait for my AMD calls to print.
Ground buyers here jwere telling Facebook is shit and Netflix is shit in 2022, and that they would never buy AMD GPUs. How did any of that turned out?
Now that Opus 5.5 can handle week long tasks without stopping (well, so long as I have usage left), my servers are constantly pegged at 100% utilization. I had to set up cgroups for all of my applications just so Claude code didn’t starve out my Plex server while running tests. What I’m trying to say here is you guys need to buy AMD because “agents” like dots or whatever they’re being called need a good amount of CPU to so their work. The GPU runs the model but the CPU runs the harness. Maybe even buy some Intel, too.
here's todays trades as you can see there aren't many just enough to cover the bills https://preview.redd.it/fn53ypiue3vh1.png?width=1385&format=png&auto=webp&s=49216b2ff1742024ed3028567352d4161f68d97f |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close|| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/12/2026|12:16:25 PM|MU|Bought To Cover|1|MU Oct 12 '26 $1000 Put|$5.59|$0.01|$0.15|($559.16)|Close|| |10/12/2026|12:16:25 PM|MU|Sold Short|1|MU Oct 14 '26 $980 Put|$8.29|$0.03|$0.15|$828.82|Open|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|1:23:58 PM|MU|Bought To Open|2|MU Oct 16 '26 $955 Put|$7.97|$0.03|$0.30|($1,594.33)|Open|| |10/12/2026|1:23:58 PM|MU|Sold Short|2|MU Oct 16 '26 $960 Put|$9.17|$0.06|$0.30|$1,833.64|Open|| |10/12/2026|2:05:31 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.30|$0.03|$0.30|($60.33)|Open|| |10/12/2026|2:05:31 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.49|$0.03|$0.30|$97.67|Open|| |10/12/2026|2:05:58 PM|AMZN|Bought To Open|2|AMZN Oct 23 '26 $242.50 Put|$0.56|$0.03|$0.30|($112.33)|Open|| |10/12/2026|2:05:58 PM|AMZN|Sold Short|2|AMZN Oct 23 '26 $245 Put|$0.79|$0.03|$0.30|$157.67|Open|| |10/12/2026|2:07:40 PM|AMD|Bought To Open|2|AMD Oct 16 '26 $557.50 Put|$2.35|$0.03|$0.30|($470.33)|Open|| |10/12/2026|2:07:40 PM|AMD|Sold Short|2|AMD Oct 16 '26 $560 Put|$2.69|$0.04|$0.30|$537.66|Open|| |10/12/2026|2:22:50 PM|AVGO|Bought To Open|2|AVGO Oct 23 '26 $320 Put|$0.54|$0.03|$0.30|($108.33)|Open|| |10/12/2026|2:22:50 PM|AVGO|Sold Short|2|AVGO Oct 23 '26 $325 Put|$0.82|$0.03|$0.30|$163.67|Open|| |10/12/2026|2:23:21 PM|AVGO|Bought To Open|2|AVGO Nov 06 '26 $315 Put|$1.68|$0.03|$0.30|($336.33)|Open|| |10/12/2026|2:23:21 PM|AVGO|Sold Short|2|AVGO Nov 06 '26 $320 Put|$2.28|$0.03|$0.30|$455.67|Open|| |10/12/2026|2:24:24 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.31|$0.03|$0.30|($62.33)|Open|| |10/12/2026|2:24:24 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.52|$0.03|$0.30|$103.67|Open|| |10/12/2026|2:30:22 PM|PNC|Bought To Cover|1|PNC Oct 16 '26 $230 Put|$11.64|$0.01|$0.15|($1,164.16)|Close|| |10/12/2026|2:30:22 PM|PNC|Sold Short|1|PNC Nov 20 '26 $230 Put|$13.47|$0.04|$0.15|$1,346.81|Open|| ||||||||||||| ||||||||||$1,390.97|||
buy AMD or MU at this point?
Bruhs American dollar bills gonna become weedless Only your material assets will have value, like your used graphics cards, used RAM, and used AMD processors
I've got two AMD AI setups with a GX10 as well, all running QWEN 3.8 Flash next. I've got some scripting that basically goes out and records a lot of ticker data, SEC, FINRA filings, etc that then goes and does back tests and gives a probability of an upcoming event being a good put or call buy. Still working on it quote a bit, the same as gambling but someone else doing the research for me
AMD and MU are the biggest shams in this whole bubble. I CANT wait for the day you guys start crying about advanced money destroyer
My first ever stock purchase was AMD at $2.12. Sold at $13 and thought I was a genius.
Intel, AMD & HPE leap calls looking sooooo juicy🥛
she sold AMD right before it ripped, reallocated to AVGO and CBRS. lol
Holy fuck, they won’t even let AMD touch 589 again? wtf is wrong?
Bought AMD last week and already down 10%, anyone wanna know my next move?