AMD
Advanced Micro Devices Inc
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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)
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.
Mentions
People have known that AMD can do inference really well for a while but that just hasn’t had the effect on the Cuda ecosystem people thought it would.
No silly because they reported 100B in revenue which carries a premium multiple because of the inorganic growth rate induced by making this deal happen. All it shows is that it’s not sustainable and that they pulled demand in from the future basically by making it palatable to OAI investors with the addition of equity in AMD
yeah, AMD has been doing some stuff to make their chips more appealing to AI companies, but NVDA is still king and by far, they NEED people to start using and developing stuff around their chips. They also have similar deals with META and Antrophic, now time will tell, maybe they can finally rival NVDA in equal grounds, or just inflated their stock.
Fuck this sub for telling me AMD stood for advanced money destroyer when it was like $80.
#This prediction is sponsored by AMD. AMD: Together We Advance. LMAO🤌
The only time in the last decade that I've heard of a driver/game support issue was when CoD MW'19/Warzone was having significant nvidia driver issues. So like 6 years ago, and it was Nvidia having the issue. AMD bad drivers myth won't die, cant even escape it in r/WSB
AMD giving away $100B in equity to OpenAI.... In exchange for OpenAI to buy... $100B of chips. They're literally just diluting their stock so they can donate chips for free. But yea, this isn't a ponzi scheme.
AMD is up nearly 300% since signing this deal. One of the reasons is being seen as a major player due to this deal. They didn’t lose shit
It's more of a free hardware deal to use their engineering resources to improve ROCm and AMD hardware support in triton and pytorch.
Ok looked into it. They will now be a direct competitor to NVDA with this deal. I always thought that NVDA had a moat with the environment built around their chips so not sure how that holds up? The shareholders can see this deal was inked at $200 a share and the warrants only kicked in at $600 so anyone in at that is pretty darn happy a year later with 200% gain. Even if they give up 10% to dilution. AMD is now a direct competitor to the largest company in the world? Good for them but what a way to do it.
i sold all my amd (>50% of my port) at 200 right after the meta deal cause I hated these deals. They might as well register as a non-profit ffs. If they were a brand new company with no cred I could forgive it. AMD are industry vets with a solid name, they just didn't have the software stack yet and everyone knew this except them somehow.
Remember the AMD dropping support for "old" RDNA versions then coming out with a PR'd up explanation why they really weren't dropping support? You know, when they were still selling hardware with the "old" RDNA versions? Shit like that is mega common with AMD GPUs. It's been that way for a long long time, the driver and game support is far superior in Nvidia products.
You're just made you don't have $100 Billion worth of hardware to trade for AMD stock... 😎
Meh, with jalapeño and current nvidia dominance I like OpenAI having a fat stake in AMD and using their chips.
At the consumer level I wouldn't say worlds apart. NVDA is safe and secure behind their CUDA wall. Putting some holes in that wall is s solid move for AMD.
why does AMD need to do that in this chip market?
christ... are you some kind of crayon eating paper hands pessimist? AMD: 1500 EOY
Nah AMD created a company named GlobalFoundries that got their fabs. Ironic considering the co-founder said "Real men have fabs". I love AMD CPUs, I'm typing this on an AMD laptop, I have a AMD desktop, but Nvidia just smokes them in all metrics except price on GPUs.
This is why they did it. They just got a frontier lab to dedicate resources (humans and AI) to get their chips back to parity (or try to). If they can prove their chips are good for OAI, means other sales. AMD has their own fabs still, correct?
That’ll be fantastic for them if AMD has a bad spell or loses moat
AI support for AMD is trash. Maybe some good will come from this and OpenAI will start contributing patches to open source projects that increase, and in some cases add, AMD support.
AMD signed up for the worst deal of all time. They wanted to buy market share by giving away chips for free. But actually OpenAI would’ve diversified their tech stack to include AMD anyway to avoid partner concentration risk
AMD did this free hardware deal with both Meta and OpenAI, and it is NVIDIA who gets the blame for circular financing…
so is AMD a buy at this price?
They paid AMD by optimizing Triton and their own software stack for OpenAi.
If you feel bad about your choices, remember that I have a 2027 covered call against my AMD shares with a strike of $175. Maybe if I roll it for 30 years I can get to 600.
AVGO's story is custom silicon and networking, not GPUs, so it doesn't always move with the AMD/Nvidia momentum trade. The post-earnings weakness feels more like rotation into names with nearer-term AI revenue visibility; the custom silicon pipeline is real but more back-loaded. Have you looked at how much of their AI revenue is actually shipping now versus guided for later this year?
I can tell by the way he's 2-steppin' round the room, he had AMD calls LMAO
Is AMD the most obvious short in history here?
I bought MU and AMD because they were the hottest thing on WSB a decade ago. Both companies were memed to infinity. Paid off nicely ngl
MU and AMD carrying
I feel like AMD is going to have a -10%+ day when the rally starts reversing. Like, it’s been running on good news after good news with macro shifts.. all in a super short time and without any pull back so far Saudis pulling back on tech spending and investment might be the catalyst
Bought AMD on the Dip at 95 😂🙏 MU at 72
short INTC, AMD is a real company making actual dollars
So AMD puts now right?
I'm also [another MartyMoho era poster](https://www.reddit.com/r/wallstreetbets/comments/95xt9a/micron_club/). I got memed into MU, held through all the downturn but sold way too early when it pumped to $60. Are you still holding it? Thankfully I found my way back into AMD so it all worked out. Thanks Lisa!
AMD is literally on fire. I once had 100 shares when it traded at $60. Sad story due to impatience.
You can't dump into any random stock on any random day. You might have ended up with MSFT at 550, MU at 1200, AMD at 550, GOOG at 400 - timing is absolutely important. Yes, time in the market is eventually going to beat repeated entries - that doesn't mean you can't make your initial entry as good as possible. McDonald's is a forever hold, in my opinion.
See market cap vs net income of many, vibe pump market cap without earnings like AMD https://preview.redd.it/m3covpky64rh1.png?width=745&format=png&auto=webp&s=2dcc2f3e0a4bddd7ee96ea8bb0da5b52d7bb23a7
AMD overdue for a huge dump LMAO 🫵
#AMD overdue for a huge pump LMAO🤌
+0% is still ath on AMD buddy
This greedy clown has clearly never met a bear market. 400% gains in 6 years is a huge gain and massively putperforming the S&P. In fact, up until the past 12 months the OP was likely getting trounced by the S&P given the absurd parabolic gains in AMD and INTC.
open your eyes anusdestroyer. AMD hovering around 0. TSM +0.56, NVDA +0.8, AVGO +0.15, QCOM +1.15. It’s what we call a loser on the day dumbass
AMD flushing while everything else pops
Pretty great today my memory calls ripped after my AMD and INTC ripped yesterday 😊
it is 2 am and i am staring at my brokerage app until my eyes bleed. if i squint hard enough maybe MU will turn green and save me from this hellhole. wait did i buy NVDA or AMD? why does the chart look like a flatline? i swear if i refresh one more time the numbers change. i need to sleep but what if i miss the pump? god i hate myself for buying these calls yesterday. regard behavior. absolute retardation. please let the sun come up so i can pretend none of this happened.
Theta on AMD must b inside
you know it’s a weird day when AVGO and QCOM are outperforming AMD
bought AMD calls at the open like a total regarded, convinced it was gonna moon on some random news. then it dumps 5% and i panic sell at the bottom because i can't handle the volatility. now watching it reclaim support without me. paper hands confirmed. i deserve this pain.
Why is AMD up $150 over the past 7 days? This is wild
I need AMD and BTC to crash by tomorrow
NVDA calls when the market was skittish about AMD earnings BE Calls after the sell off ADBE puts when it was climbing to 280+ on nothing but sentiment
AVGO's story is custom silicon and networking, not GPUs, so it doesn't always move with the AMD/Nvidia momentum trade. The post-earnings weakness feels more like rotation into names with nearer-term AI revenue visibility; the custom silicon pipeline is real but more back-loaded. Have you looked at how much of their AI revenue is actually shipping now versus guided for later this year?
Advanced Money Destroyer... the dollar, not AMD
No one has gone broke selling for a profit. I'm over +4000% on NVDA and +2000% on AMD and I struggle with when to sell also.
Spy had to sacrifice itself in order for AMD to go up
AMD I need you to flush like a fresh turd frank you
Had 100 shares of AMD, wish I still had them
If AMD and SNDK could tank, that would be great.
Ah yes, time for Micron to show AMD whose the real boss!
Why is AMD walking when I said Run 🤔
AMD up 35% in a month that shit has to correct
Federal regulators prevent AMD from two straight green days
It’s over for me I could no longer afford options price of Mete above $600 and AMD above $500. These stonk needs to come down \-
Good god AMD is setting up to have another monster rocket at market open
In my expert opinion there is probably not a SOTA model behind muse. If you benchmarked whatever it is it would probably be worse than a one year old Anthropic model Yet….its much more effective and useful than my Anthropic $20 account. And even though I use it heavily it’s still free and never blocked me This changes everything in how people thought about the LLM race and IMO also why AMD is running. as muse like systems will become more and more popular CPU sales are going to go crazy
When you find out that both Jensen and AMD CEO are cousins trying to create their own duopoly, wild times. Homie built a competing open source frontier model They are all looking out for their own book
Mine too. I started buying AMD around 12 years ago when they were $2 something, it’s been a ride. Sold most when it breached 300.
AMD & META will never have a red day again in our lifetimes :money: :money: :money:
Time to dump my AMD positions
AMD closed at a record $615 and it's now 24% above its 50-day, RSI 73. That distance from the 50-day is the stretched part, more than the $1T headline. Fundamentally it's \~81x this year's earnings estimate and \~39x next year's, so the chart is doing most of the work.
GRWM while I full port AMD 1000 calls 💅
Mr.jensen said marvell was next 1T company but AMD did it yesterday
That was AMD 2 years ago when NVDA jumped while it lost 50%
Lol NVDA is the leader in inference. They own the ecosystem. AMD is the obvious second best and second source for inference. But no way it deserves this multiple.
timeframe is relevant. 5 years = NVDEA AMD MU etc. 10 years = EQQQ. 20 year Global diversified ETF. If you want crypto adjacent it highly volatile and you need to dial in. = BMNR MSTR WULF HUT 8 etc.
hold on a minute guys i thought AMD could only go up?
Well my puts may be fcked, time to sell everything and full port AMD puts
Man. Chill. I didn't start investing until I was 28 and understood a thing or two about markets and the economy and had any extra cash to even invest in the first place. Now ten years later, I've been underemployed mostly by choice for the past four years, living off my investments for the last three, and the total across my investment accounts is 60% greater than four years ago. (Never mind that I need to get back to my earning potential soon, but...) Point is, I missed Netflix, Amazon, Apple, Sbux, etc, and I bought in to Meta and a couple others a bit late, but I got NVDA, AMD, Meta...and there will be more. One day you're going to grab some stock picks that other people will wish they'd gotten if only they'd started sooner. Long view!
Cant be this dense, are you? Who do you think was buying AMD / NVDA etc a a decade ago? Cause it wasnt Wallstreet.
Remember pre market dip always means cheaper calls, except AMD that shit is not worth 1tn
Suddenly IPO delayed for AI-monsters. $NVDA CEO of course jump to smooth it, because he has to sell GPU, otherwise crash like Enron. Market cap pump by vibe not by earning, $AMD look market cap, compare to $PEP $PG $CRM $NKE $BA $ASML & many. $QQQ $SPY at vix 14 handle, heading midterm time? https://preview.redd.it/v59bkd93k0rh1.png?width=745&format=png&auto=webp&s=da08c94c4ca100cb65331b1da80d7b8d61ba0fbe
Can’t spell am I doing this right without AMD
Maybe we're just hallucinating all of this. Nothing even seems real anymore. RAM being expensive? Hyperscaling? AMD $1 trillion? Meta pumping 12% because they released a chatbot? This is just some fever dream I'm having in 2018 I'm clearly delusional
I was just in the same position with AMD a couple months ago. Sold 2 calls, got assigned, woulda been up 120k as of today. Still made money but far less
See AMD market cap & revenue or net income, worse than NKE, PG, BA, MCD and many https://preview.redd.it/1mv9f5koyzqh1.png?width=781&format=png&auto=webp&s=2dd5fa7018115e939a733cca7ee616eb2d89620b
One of my friends who works for my company had $50k in AMD back in April 2016. He wound up selling it for $300k profit (but lost it all on another bad deal). If he just had kept it…$10m dollars today. Ironically his sales pitch back then caused me to buy much much less but I held it until last year. I’m not able to talk about AMD with him ever
Friendship ended with MU, AMD is my new best friend.
The simple reason is AMD is no.1 in CPUs and no.2 in GPUs. CPUs have all of a sudden become very important (think of memory 1yr ago) and forward CAGR has grown from 10% to 30% to 50% to 70% in a short span of 6-9 months. CPU:GPU ratio is expected to be 1:1 going forward, down from 1:8 previously. Meanwhile, GPU market is still growing as we see from NVDA's projections. so no.1 in GPU gets you 5.5T (NVDA) no.1 in ASICS gets you 1.7T (AVGO) if you are no.1 in CPU + no.2 in GPU, aren't you going to be worth 2-3T even assuming no growth in overall semis? and AMD has huge amount of IP and can compete in ASICS as well (custom chips for META, GOOGL, MSFT, etc). the multiples everyone is quoting are based on old estimates or historical 12 month numbers. Market moves based on 1-2 year forward earnings.