AMD

kcg5033

I’ve been bag holding AMD puts for a couple months that are now green. At one point they were -80% 🤣

bearhunter429

#AMD going below $200 LMAO🤌

FullCopy

AMD thought

davidbigham

AMD under $200 soon

Such-Ice1325

AMD back to its name

TheoryInttro

Lucky for us, corn has no circuit breakers. At least I can take comfort in that while my poor AMD is bleeding out.

ButterPotatoHead

But every major tech company is working on their own alternative technologies. Google is working on Tensor Processing Unit, Amazon on Trainium & Inferentia, Microsoft on Maia, Meta on MTIA. AMD, Intel, Cerebras, Graphcore, etc. are all working on their own. It's only a matter of time before either these catch up to Nvidia's tech or the buyers decide that it's ok to have 80% of the capabilities at 20% of the cost and just switch. NVDA hasn't clearly disclosed it but it's pretty clear that most of their revenues from from 5-7 companies which are all working on competing technologies. The music is going to stop at some point.

Leading_Fruit_5117

calls on AMD. see you on the other side. https://preview.redd.it/wt6sb5po6g2g1.jpeg?width=1024&format=pjpg&auto=webp&s=646b6c243356db7c3ecc88305155673bc6b47932

Lucky-Worldliness456

Puts on AMD after NVDA earnings is guaranteed money but I’m still too puss to do it

bearhunter429

#AMD died LMAO🤌

TheoryInttro

Huh. Paperhanded my Google and now I don't feel nearly as stupid as I did around an hour ago. But doubling down on AMD was *not* the move.

TheoryInttro

*Cries in AMD long*

PositiveNo7994

lmao AMD got absolutely destroyed

Jabbermouth

Just doubled down on AMZN. NVDA and AMD calls

Ithinktoodeep55

the algos control the markets and have decided that we are going to go down for a while. just accept it. all the news/etc is just coordinated manipulation to ensure it happens - just as it was coordinated manipulation the past 6 months to cause the market to rally for 6 months straight with zero pullbacks. just play the game along with them. don't even touch tech stocks now. wait 3-6 months so you can grab meta at 400 and AMD at 130 again.

OrangeTheFruit4200

No idea. But I got full faith AMD can do a repeat of the last ATH even if the entire market goes up.

Little-Mushroom-4211

I bought AMD at 222 am i regared?

TheGraeme95

AMD in fucking free fall rn. Bruh.

statetless

Why is now filling, upon US market Open? Not only Nvidia, but also ASML and AMD?

Jabbermouth

Bought AMD 11/28 $215c for 8.6 each This dip is fake and gay just like bers

HellKnightKilla

Seeling my AMD calls this morning was the smartest thing I should've flipped to puts

killerbeeswaxkill

To think I had $230 AMD puts I sold at break even Monday LMAO KMS

Jabbermouth

Should I FOMO into some NVDA and AMD calls for a quick bounce Seems almost too obvious

ListerineInMyPeehole

AMD down 2% is amazing

Lime1028

AMD returns to being Advanced Money Destroyer

TheoryInttro

Nooo, my AMD! Wtf?

Ill-Ad1603

2 AMD 240c Jan 2026, 2 NBIS 105c Jan 2026

Bababoueyyy

Jesus AMD sucks lol

TheGraeme95

AMD just slow bleeding out every day now

WorkingCorrect1062

NVDA amd AMD both are dead

AcademicStandard3701

If you didn’t get AMD puts yet there is still time

Worth-Station-2113

AMD and HOOD calls??? thoughts?

ipeench_

SPY up QQQ up AMD down 🤔

sirzoop

I was buying REGN AMD GOOG over the last few months CRM ELF ZM are looking like buys right now too

PositiveNo7994

AMD still doesn't know NVDA beat earnings

al323211

Kinda feels like the AMD pump is over. Shit is looking weak as fuck

TheGraeme95

Time to sell AMD shares? 90% profit

EquivalentBorn9411

AMD is in the eppstein files

TheGraeme95

AMD really still doin this shit?

PositiveNo7994

wtf AMD

CEOofBeanz

AMD is not up enough and men will low testosterone are profit taking NVDA

PositiveNo7994

I need AMD to stop being so gay

Artifexx

AMD is a fucking joke. Jesus christ.

PositiveNo7994

i have a nice diversified portfolio of NVDA, GOOG and AMD

PositiveNo7994

AMD other way bruh

PositiveNo7994

remember we have a lot of room to pump to ATH's at NVDA and AMD

gkdjsl

AMD I'm going to need you to wake up and put on your tap-dancing shoes, what the hell is this

Bababoueyyy

I bet AMD finish red

Glock7enteen

AMD is greener than Nvidia. Just lol

newyolker

Nvidia acquisition of ARM fell through in Feb 2022 , there was no way in hell any company could have taken Nvidia's market share in AI training in just 9 months for the release of chatGPT, Competitors like AMD wouldn't be able to catch up even if you gave them 3 years.

Same-Brilliant2014

Or AMD acting like AMD

doctad92

AMD is gonna give the game away

DrFarticus

NVDA and AMD stop drilling STOP DRILLING

stockjocky

another off topic. check out news on 11/19 for CSCO and AMD.

typehyDro

AMD had beat earnings last several quarters and has always slid the next day

andytobbles

AMD at 77

IsThereAnythingLeft-

AMD soaring more

moldyjellybean

My question is shouldn’t TSM actually be the most valuable company in the world. Been asking this for 10+ years. Apple, NVDA, AMD, INTC, QCOM, GOOG, AMZN, META, MSFT don’t all these companies depend on TSM . It’s not like INTC or Samsung can make these chips.

Neppingten

Can absolutely confirm. I was doing so much research, stock, sectorwide, regionalwide and did my own calculations and invested a lot of time in deciding where to invest my money. Tech just outperformed me several fold and I just dumb shifted most of my money to tech stocks, AMD, NVIDIA, Alphabet, ASML and others without doing much research before and the money just goes up. Feels terrible, but profits speak for themselves (for now)

shortymcsteve

Pretty dumb that he lists Denny’s to act all humble, but completely missed out that he worked at AMD as his first semi job.

RainieY

Maybe we are living in different planets. People have been posting non stop about how overvalued NVDA and AMD were, and how AI is in a bubble. Nobody was saying MSFT, AMZN and GOOG are in a bubble, obviously.

TrollOdinsson

That hundred billion going round and round between Nvidia, AMD, Intel and OpenAI propping up the whole world economy right now

Much_Candle_942

Serious question to all you smart people - how to hold a growing stock without risking too much capital? As it grows from $10, $20.. $40.. then $100, $150 and beyond.. your initial capital starts to grow unnervingly large. Temptation to cash out is strong and downside risk is like a hanging sword on the head. There have been too many "inverted V" runs: Oklo, solar panel companies and many more - where, if you didn't cash out, you lost big time! Conversely, there are also decade long runners - obvious one Nvidia, AMD and similar names. Is there a smart options strategy that one can use to take some profit off the table, and still keep riding the upside? Buying protective puts is too expensive.

TrollOdinsson

That 100b that keeps going round and round between Nvidia, OpenAI, AMD and Intel is propping up the entirety of the global economy

Michaels-Alt-Account

How 'bout we think longer Even *if* the AI boom continues, companies like AMD or Qualcomm soon will start producing their own, much cheaper chips. This will either cause nvidia to loose market share, or heavily cut into their margins and the market will eventually realise that they are not the only shovel salesman in town. Nvidia's stock then does what Intel's did, where it's value is basically stagnant over 10 years after falling from the ATH.

Super7vox

 in-house TPU plus AMD hardware... I still like OpenAI's odds better. Google is still playing defense, protecting its products like Google Search. At least they are adopting AI earlier than Apple.

moorhound

Made Gemini do some number crunching to figure what amount of the total AH SPY pop could be attributed to NVDA and top AI companies (META, GOOGL, AMZN, MSFT, ORCL, and AMD). Apparently, *78%* of the 1.32% futes pump are just these companies, with 39% of it just being NVDA by itself. AI is the whole damn US stock market at this point.

buffalorg

BTW I agree that 5T is kinda scary but I see no other alternatives or better solution than NVIDIA’s GPUs in sight. They have the best tech and the ecosystem. Others, like AMD, is not coming close. When in doubt, I would just buy all MAG7, split equally. Right now, Meta could be the most “value” oriented. Long term and if I have to pick one, I would go with Google.

GoZukkYourself

#NVIDIA SURGE SET TO FUEL YEAR-END TECH RALLY Wedbush Securities says Nvidia’s strong earnings and upbeat guidance should reignite the tech rally into year-end. Analyst Dan Ives calls it a “monster quarter,” with earnings and revenue—especially data-center sales—topping expectations. Most notably, Nvidia’s $65 billion sales outlook beat forecasts and is seen as a major catalyst for both the stock and the broader AI boom. Wedbush adds that concerns about an AI bubble are “way overstated,” and expects a strong day across semiconductor names like AMD, TSMC, and ASML.

Rearender29

!banbet $AMD $232.1 18h

JLeeSaxon

Yeah, and if AMD & NVDA hadn't both dropped a bunch since ATH a few weeks ago this probably would've been the most likely fork.

wattap

Mango about to open china to NVDA and AMD, this islike the day the asteroid hit dinosaurs except for bears

TheoryInttro

So not exiting AMD while it was dropping turned out to be the move so far. Fingers crossed this holds and continues.

SaaSGrass

The last 24 hours have been - PLACE BETS ON NVDA AND AMD - BRIEF ANXIETY ATTACK - YELL AT BEARS TELLING THEM WHY THEY ARE WRONG - WATCH PREDICTABLE V BOUNCES - OBVIOUS V FORMATION, BUY TQQQ, SELL IT - AMD AND NVDA PRINT - YELL AT BEARS TELLING THEM THEY ARE ALSO WRONG TOMORROW

Constant-Sweet-3718

NVDA, AMD, INTC, etc. is slushing money around to boost numbers. If I give you $100 and you give this money to someone else and they return the money as an investment... please explain how this is revenue???

ElvanKing

NVDA reported earnings and is up 5% AMD reported jack shit and is also up 5%

BenisSpaghetti

Nvidia CEO Jensen Huang and AMD CEO Lisa Su are first cousins once removed. What a family. Geez...

alien__0G

The miners are some of its peers - Amazon, Meta, Microsoft, AMD, Google. And like Nvidia, they’re consistently beating earning expectations too.

JSizz4514

Who’s going to catch up to break the dominance? AMD has shown no appetite to compete at the top level. It definitely doesn’t look like a priority for Intel. It would have to be due to a breakup due to anti-competitive practices, Google’s TPUs becoming dominant, or some other breakthrough technology being released none of which seem very likely at the moment.

Arrowhead_Pride15

WallStBets was all over NVDA and AMD like 8+ years ago

RepulsiveDisaster671

#AMD pumping

DrB00

I just figured TSM is safer because even if AI bursts everyone still needs their chips made by TSM for anything and everything. If AI bursts NVDA is going back to making video cards for PC enthusiasts and that's about it. Since AMD is the go to for a lot of console manufacturers.

Historical_Air_8997

The real shovels play is ASML. But TSM and NVDA, shit even AMD, are all pretty solid companies to own and at the forefront of the AI boom/bubble/revolution

DietFoods

Can't post links to the site here so I'll just copy and paste the data.. Q3 Revenue Growth, YoY % Change... * Palantir $PLTR: +63% * Nvidia $NVDA: +62% * AMD $AMD: +36% * Meta $META: +26% * Microsoft $MSFT: +18% * Netflix $NFLX: +17% * Google $GOOGL: +16% * Amazon $AMZN: +13% * Tesla $TSLA: +12% * Apple $AAPL: +8% * S&P 500 $SPY: +6%

ObservationalHumor

Biggest bear case is just that the big LLM based AI startups fail to reach anywhere the revenue milestones they've projected and funding to them gets cut off at some point and with it hundreds of billions to trillions in projected AI infrastructure spending does too. There's also less binary outcomes where say public LLM models end up remaining competitive over time and maybe OpenAI and Anthropic never justify the hype around them but large established cloud providers like Microsoft, Amazon and Google continue to buy GPUs and roll out cloud services anyways at a somewhat reduced rate. Alternatively you just have competitive pressures eventually eroding Nvidia's substantial gross margins (forecasting north of 74% for Q4) in the longer term because that's what competitive markets do. In an extreme scenario you have something like Intel that had a massive lead on AMD back in 2017 and just spent the last 8 years squandering it to the point of non-competiveness and sizable market share losses. All that said Nvidia clearly has a lot going for it still. It's growing, it's highly profitable and producing tons in cash flows without a whole ton of capital requirements or inventory it needs to carry. It's forward valuation also isn't that crazy compared to a lot of other plays. At a forward P/E of around 26 prior to earnings one could make the argument it was even fairly cheap given its earnings and revenue growth. I mean I'm skeptical about OpenAI being able to justify $1.5T in spending over the next few years but I still bought NVidia shares going into earnings here and some calls because it was objectively cheap and it's clear the investment spigot hasn't been shut off yet too. Q3 earnings were already in the bag and deals have still been happening since. It's easy to come up with potential scenarios that might happen down the line but I don't think there was really any sane case to short it going into earnings this time around.

Riches789

AMD is good but NVDA is better and cheaper though.

GoyEater

I’m full AMD in my pc at this point and its an absolute monster. The 3d cpu is a game changer.

damnthatbooty

Nostradumbass here is telling you morning prices come one cum all Googl 310 Amazon 240 Appl 274 Nvidia 198-199 AMD 239 Hood 125 Msft 508 Meta 620 Nflx 113 Lly 1,080 Bears assholes gaped thank you that’s all

AggieDem

AMD isn't destroying money... False advertising.

BionPure

This right here. AMD offers value if you are not going to run an LLM locally

RacistAIBot

AMD

Cav829

This. It's a smidge higher of an earnings beat than I expected, but this is all in line with estimates I heard throughout the day. NVidia went so late in the cycle you could guestimate a lot of this information from other earnings calls. But what a bunch of people are ignoring is that the AI Bubble turbulence sobered a lot of people up to the mounting economic issues out there. This doesn't change for me the fact we even got into this spot in the first place where everyone looked to one earnings call to stop a full-on major retraction This doesn't change the fact everyone is seemingly ready to panic again if we don't get a rate cut. This doesn't change another looming shutdown in January. And meanwhile it'll be another 2 and half months before AMD and NVidia get to remind everyone again they're swimming in bins of money built on CPUs nobody can plug in. I ain't touching my 401 allocations, but I'm still not sold on anything but short-term plays in the near future. I don't get why so many want to be full bull or bear at all times other than people only got into investing in the last few years when you could practically throw darts at stock and make buckets.

boringestnickname

In terms of the actual hardware in the business space, AMD are doing fantastic. Look at the TOP500 and GREEN500. Consumer space, software, complete tech stack on the GPU side, not so much. I really wouldn't discount them. They have extremely competent hardware engineering. Easily rivaling Nvidia. Trouncing Intel. Their Achilles heel is CUDA. Generally being too late to properly tag along. When they didn't have an immediate answer to Nvidia's GPGPU push, they simply fell too far behind. Playing catch-up when so many people and environments are entrenched in CUDA is a tall order.

CrowdGoesWildWoooo

Only AMD is the meaningful competitor in the scene. Intel is catching up, but still very far. This is a market with huge barrier of entry because of the knowledge and expertise requirement. If you’ve dealt with AI, TPU is not really the most user friendly tool to work with, google is the most consumer of their own tools and they aren’t planning to release it to the open market even something like for edge compute. They want to package it so that people buy through google. The challenge for AMD is simply CUDA. CUDA is still the widely use tool to interact with GPU, and the most widely used. Ask most engineers if they have to choose which GPU for serious ML related stuffs, they’d still recommend Nvidia GPU due to CUDA support. For inference then yes it is much less restrictive (i.e. you can use AMD, intel gpu) but still less stable and flaky.

DeliriousOwl3

AMD gonna be the big winner from NVDA backlog. The alpha lion can only eat so much water buffalo before the hyenas get to feast.

sugardadddyy

buy an AMD

cafedude

Sure, but there's a lot of incentive now to take away Nvidia's near-monopoly because there's a lot of $$$ involved. Google for the most part isn't using GPUs, they're using their own TPUs. Other players like AMD are starting to get some traction as well. This is why I like MU - no matter who's inference architecture does well, they're going to need fast VRAM and MU makes that.

KittyLover-7

Jensen even made AMD green from -4%

SippieCup

Second fun fact - The newest gen Google TPUs are ~90% the performance of blackwell, so they are slowly catching up, maybe a generation behind, similar to AMD. But my bigger point what you said, You can own the hardware and you are paying up-front for the hardware costs. Thus, nvidia is obviously going to have an unmatched number in their order books, unless google starts doing mark to market. So yeah, nvidia is ahead, but the comparison on booking revenuing vs google is probably the worst one you can make. The only _big_ difference between them is the lifecycle of these chips. All those GPU being bought are going to be cycled out fairly quickly as there is a power delivery ceiling in the datacenters, there's gunna be a lot of cards in the next couple years that are going to be basically thrown out because there is no place to put them to keep em running, because it'll be taking the space a higher performing card could have instead. At least renting from google insulates you from that. You can pretty much always have the latest hardware, and google can easily cycle them back into their own internal use.

willbabu

😂 Jensen lowkey slighted AMD so many times during the call