AMD
Advanced Micro Devices Inc
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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.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Mentions
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.
Don’t worry. One of my bosses used to work at AMD right out of college and said at one point, he had 5000 shares from vesting or something. He sold em all at like $7-10 He doesn’t look at AMD or buy it to this day because of the pain it brings him.
AMD hits a $1T market cap after a five-day rally, and the caption still couldn't afford the extra “d” in “used.”
I lost 10k when i graduated Uni on an AMD options play so I think it’s safe to say you’re 10x the retard i am
Interesting to short AMD as a hedge when it's much more expensive than its peers like NVDA and AVGO.
Where’s that guy with 23,000 shares of AMD?
MU 1100 pivot to AMD 700 NFA
I missed the entire AMD rally. Welcome to 1 trilllion Sue Bae
Made 60 bucks on AMD today, 30-40% on the 620c’s 🤷♂️ More happy I didn’t FOMO in like I usually do but I will tomorrow 💀
It was alright. Shorted AMD got burnt but longe Avgo and made up for it
I remember someone called me regarded for buying 150k of AMD when it dropped below 100.
So he would be up $4k overall in the last couple days instead of being up the $100k had he simply not sold calls. He still would have made money, just not as much as he could have. This is all completely hindsight. Had he rolled those calls and AMD dipped then he would have recovered some of his missed gains. Welcome to the casino!
Thanks. This is a long term hold. I also day/swing trade AMD (and now AMDL leverage shares). Up 1.8M on my current AMDL swing https://preview.redd.it/g4b1we1qzyqh1.jpeg?width=4320&format=pjpg&auto=webp&s=d027e55c91f18e983d05fe199b5405fcf65e0e13
AMD casually doing ATH after hours
I mean, Sandisk is #6 in NAND share yet is the fastest grower this year. AMD is #3 in AI chip designer revenue. The whole point is the AI TAM is rising so rapidly that it’s lifting all boats. You don’t need to be #1 in any vertical to see parabolic stock growth. Even QCOM jumped 10% today even though they’re still a non-player in AI. This is the year of memory, storage, and CPUs. AMD, INTC, QCOM, ARM ran up today because the market is bullish on CPU usage following the release of Muse by Meta. GPU/XPU/HBM revenue far exceeds CPU but the market is rerating CPUs due to expanded TAM thanks to agentic AI. I bet next year we see a rotation back into Nvidia and Broadcom since the market hasn’t rerated them since they guided higher earnings for next year. I think AMD, ARM, INTC, and also MRVL have run up too much for what they’re guiding.
I mean, Sandisk is #6 in NAND share yet is the fastest grower this year. AMD is #3 in AI chip designer revenue. The whole point is the AI TAM is rising so rapidly that it’s lifting all boats. You don’t need to be #1 in any vertical to see parabolic stock growth. Even QCOM jumped 10% today even though they’re still a non-player in AI. This is the year of memory, storage, and CPUs. AMD, INTC, QCOM, ARM ran up today because the market is bullish on CPU usage following the release of Muse by Meta. GPU/XPU/HBM revenue far exceeds CPU but the market is rerating CPUs due to expanded TAM thanks to agentic AI. I bet next year we see a rotation back into Nvidia and Broadcom since the market hasn’t rerated them since they guided higher earnings for next year. I think AMD, ARM, INTC, and also MRVL have run up too much for what they’re guiding.
This was true 15 years ago AMD was for poors and bumbaclarts
You don’t game. AMD chips have had superior performance to Intel for a while now
Why did AMD go up so much today?
I love my AMD CPU, speak for yourself
Incredible that a second rate company like AMD is at $1 trillion! 100x EPS now.
It's funny, everyone just ignores PE when it comes to growth stocks. Which is fair enough, but a lot of these companies, including NVDA, are super expensive if you use pb, ps, or p/fcf instead. AMD has a pb of ~15, a ps of 25, and a p/fcf of 122. Totally bonkers
I bought AMD puts before close, I think I am very much fucked
I shorted AMD today like a dummy *smh*
The market is HONKIN’ wow AMD big boi tings a gwam ya ere
PE ratio of AMD at this point is absurd. 143x trailing whole NVDA sits at 28x is laughable. WMT has a higher multiple than NVDA which will do something like $800 billion in revenue by 2028 on 74% margins. Some of these names are whacky
NVIDIA and Broadcom removed Apple top holding 9% with Micron at 9% Intel, AMD, Google roughly 5%
Sold 200k AMD@ 165 last year ¯\\\_(ツ)_/¯
its actually so fucking funny. Best CPUs, and next year best GPUs. Nvidia moat has been CUDA, but now AI is writing the kernels and application layer is evaporating, so companies will increasingly choose the provider with the best TCO. AMD will be a 5T company within 5 years
AMD split wen? This isnt the mf silling bro
Ive been getting a lot of sex since last week. Thank you AMD
I had a dream that ASTS is gonna hulk Shrek like AMD did from sub 200 to 600, I shall manifest them into reality 🫵🫵🫵
AMD worth a trilly but JP Morgan isn’t seems crazy to me Gahdamn Jp morgs
I have so much PTSD because of AMD. I wish I had your courage. Man I will always be scared of AMD.
Is this AMD Meta stuff the start of another AI rally? Or just everyone chasing momentum and crowding into the same trades?
AMD gonna skip right on by the 600s and go straight to 700 range
Avg share price is 74. Placed a big bet (I was 20) and put 15k on AMD and 10k in NVDA.
$QQQ nothing changed. War chaos. Midterm time. Oil high, Fed rate high, AI theme fading, no IPO of OpenAI & Anthropic, it crash many debt-financed leverage products, even SoftBank will be in trouble with $ARM Today Outlier after Q3 Opex,ready for $QQQ 650 $MU $META $AMD $SMH pump dump like Situational Awareness probably very short term.
Damn AMD. You finally hit 1 tril after 6 years of holding you.
AMD stock surpassed $600 today, so openAI will get $100b from the deal they signed, which will then be able to pay Oracle for the RPO. Oracle Shorts are being slowly cooked.
Apart from all other moving parts, you are aware that the market cap of Nvidia is 5.5 times that of AMD? So if Nvidia moves 2% approximately the same amount of money was pumped into it as into AMD at 12%.
Every company has the ability to go +10% in a day except NVDA. I just want to see it one time. They trade like a bank man. Even when every other chip company is ripping and news comes out that their next chip absolutely chokeslams AMD's entire lineup they're at +2% and AMD is up 12%
As a Linux user, I regret every day getting an nVidia card over AMD. Fucking nVidia Linux drivers, man.
After 250 years of US independence, all are not intelligent enough, need to spend $5-10 Trillion to become super intelligent AI technology can be here, but financial derivatives products crash 90%,as leverage too high $NVDA $MU $AMD $INTC $SMH $QQQ $SPY all see high rate impact
#AMD is overdue for a massive pump LMAO🤌
It wasn’t that long ago when if you said you owned AMD you’d be mocked to death. And yet, it’s now a 1T company.
Is there a reason AMD shrek dicked today or is it just blackrock shining on my biggest holding
My fingers are starting to itch to call out all the echo chamber apes that went "advanced money destroyer" when smart people were loading up on AMD around $100.
AMD adding 10% at ATH is not a signal of a bubble about to burst. The overreaction to AI fears is just incredible, one might even call clear market manipulation.
sold my AMD shares for a McChicken lunch and now watching it moon without me... anyone else crying in the bathroom right now?
Clearly a bubble bursting when AMD casually adds 10% at ATH right
Either META or AMD shorts/puts.
If the 5 year return for all semis was 500%. Does it matter how we ge there? Some will get there in a week. Others like AMD might take 4.5 years. In the end, we all make it there.
AMD gave up 20% of company to triple valuation in 1 year and join illustrious $1T market cap club. Well worth it. Huge win for Meta and Open AI.
MRVL changes ticker to AMD
Someone let Cathy wood know, she's been selling AMD the past month 🧐
AMD and Meta saved the day for me today
I missed out on Nvidia. Was super skeptical. When I realized it was real I bought TSMC and AMD two years ago. So I managed to capture decent amount of it.
You must've bet against AMD
AMD just printed a 20 piece nugget for me
Can't judge. I bought 10x 600 PUTs for AMD expiring November 20th What comes up must come down (eventually)
The most stupid decision of my day? Shorting AMD at 609 thinking it would lose the regard strength later
https://preview.redd.it/9z4e66lflxqh1.jpeg?width=1260&format=pjpg&auto=webp&s=acdafdc4a9c0eb9947f7a135713721da19c01d0e AMD baby!!!
AMD 607.5 put, 9/25 exp. It will sell off tomorrow after hitting ATH