AMD

iMakeGOODinvestmemts

The Case for $AMZN at $250 - Arguably still the best buy in the Market Today. 1. The Fundamental Growth Disconnect The stock price has not caught up to the company’s internal performance over the last 5 years: • Price Lag: The stock has gained a meager \~8% CAGR the past 5 years. • Revenue & Cash Flow: Both have DOUBLED in that same window. • EPS Explosion: Earnings per share have skyrocketed by 600%. 2. Silicon & AI Dominance: The Hidden Chip Giant Amazon is no longer just a buyer of AI chips, they are effectively the second-largest semiconductor power in the world. • The $20B Run Rate: Amazon’s custom silicon (Trainium, Graviton, Nitro) has officially surpassed a $20 billion annual revenue run rate, growing at triple-digit percentages. To put that into perspective, Amazon’s internal chip business is already larger than AMD’s entire Data Center segment ($16.6B in 2025). • Trainium Success: The latest Trainium3 chips are already "fully subscribed," with partners like Anthropic using them to train next-gen models at a 30-40% better price-performance than Nvidia. 3. The Hidden Ad Juggernaut Amazon’s advertising business is now a global powerhouse that often flies under the radar: • Scale: It generates almost 2x the ad revenue of TikTok. • Growth: It is currently growing faster than $META. • Margins: This is a high-margin cash machine that offsets the costs of retail expansion and funds the $200B Capex for AI infrastructure. 4. Infrastructure & Future Assets Amazon is securing the pipes of the future economy: • AWS Re-acceleration: AWS’s AI-specific revenue run rate has hit $15 billion in Q1 2026, proving they are monetizing the AI boom faster than most anticipated. • Connectivity: With the acquisition of $GSAT spectrum and the scaling of Project Kuiper (LEO satellites), Amazon is securing the infrastructure to connect and serve the next billion users globally. • Robotics: As the world’s leading robotic manufacturer, Amazon is driving massive margin expansion in its retail segment through total warehouse automation. Online Retail is Amazon’s largest revenue segment and even small increases in operating margins will result in hundreds of millions dropping straight to the bottom line. 5. Valuation: The Simple Math When you look at historical multiples, $250 is a discount: • Current Multiples: Trading at roughly 30x forward earnings. • Historical Averages: The 5-year average P/E is 48x, and the 10-year average is 60x+. • Price Target: Applying even the conservative 5-year average multiple to forward earnings makes $300 a floor, with a clear path toward $400+ Bottom Line: You are buying the world's most dominant ecosystem, Silicon and a massively scaling chip business, Cloud, Ads, Satellites, AI, Robotics, and Logistics, at a valuation well below its historical norm.

bullrfuk

AMD should pump another 10% tomorrow.

Avid_Reader87

Now just Hood.  I’ve been jumping back and forth between ASTS, AMD, for the most part, went all in on MSFT and then Hood today.  I’ve been just selling if I am up 3% or more lately.  Probably go back into ASTS in the month leading up to the spaces launch.

InspiredDaily

You mean like which stocks? I'd say normal popular tickers: GOOG, MU, AMD, GLW, EWY, RKLB, etc.

Apprehensive_Two1528

I remember last year when a few folks mentioned DKNG, i strongly recommended against it. not sure if you saw that. DKNG doesnt have a competitive advantage that I can answer, so it was not attractive to me. glad you sold it. AMD $202 is a great entry.

ExeusV

So, Nvidia did 5x, AMD 2x, Intel 1.8x, TSMC 4x

jkirk411

Sold out of DKNG and LYFT 2027 calls. bought more GOOGL APPL and XOM. Had about 10 shares of XOM sold half around the $163 mark to start a position in AMD at around $202 and get more SOFI. Only regret is AMD didnt stay there longer before it took off. I was trying to hang in there with DKNG for awhile but it just does nothing.

Actual_Difference617

AMD deserves a little beating doesn’t it? It can’t have this many green days in a row.

Head_Chocolate_4458

> Long term in this market is 1 day. For you. > If you think this rally is because of “long term investments This rally just took shit back to where it was before lol. Your obsessing over a drop that isn't even a blip on a 5 year chart. Only Tickers I've bought in the past year or so and average cost basis- MU (78) - Goog (145) - AMD ( 125) -Amzn (212, only have had a couple months) and asml (690) How's your portfolio champ? Bears are good at responses that sound smart but are actually nonsense. And they're bad at making money.

Jaeger716

I didnt sit in TBill. I was accumulating TBills because I was getting over 5% guaranteed. Also just didn't. Have much capital to risk. Now I do and been buying like crazy just hindsight of wishing I put that into VOO instead of TBills. Although to be fair if I did that might not have had the massive gains I have in AMD and Micron right now

Ragnogrimmus

So if your trading at this point.. I would hold. The money flowing in will unwind in May. Wait for this rally to stop. Then anything extremely over valued take the put. For 2 or 3 months You can gain both ways AMD trades over 250.00 if you took options going up and options going down you most likely would collect on both lol... seriously. Stay away from AMD on the put contract. 1 more major deal from them and its going through the roof. The market is going to blow. If oil stays high you will see a downplay later this year.

Interesting_Leg8859

AI is a 5 layer cake according to Jensen Huang. 1. Energy (BE) 2. Chips (NVDA AMD MU SNDK) 3. Infrastructure (CRWV NBIS IREN BIRD) 4. Models (Chatgpt, Claude) 5. Applications (idk)

SilentHuntah

What's funny is she offloaded a bunch of AMD last week right before the most recent pump.

Lorkart

Microsoft Meta Nvidia AMD Google. I Buy leap call .

aconac

Thank you for sharing; this perspective is very insightful. Repositioning IONQ as the “TSMC of the quantum era” rather than simply a quantum computing company could indeed shift its valuation framework. However, I’d like to ask a practical question: Are there any historical examples of fabless companies that successfully integrated manufacturing operations and subsequently maintained a sustained valuation premium without having turned a profit? The example that comes to mind is the integration growing pains AMD experienced after acquiring ATI early on I’m not sure if that’s a valid comparison.

Impossible_Gift8457

Waiting for AVGO and AMD to ATH. MU, ARM need to go higher.

MurphMurp

For others coming back, I got into Motley Fool around 2022. I selectively bought their recommendations, just didn't always have cash to put in. Still, I got \~40 stocks on their recommendations. Four years later, the total portfolio is ... up 4.2%. Compared to the market, that's abysmal. Compared to a CD that's abysmal. Looking back, their picks were suspicious at the time as well - and I thought so, but I was trying their system so I followed their system. Choosing Zoom at the peak of their boom was chancey. And sure enough it's down 25% from where I bought it. I'd say about 2/3 of their picks are down, many by over 50%. A few winners like Adove, AMD, Crowdstrike, or even Nvidia barely get the whole thing back above water. There is a reason they are marketing their gains since 2002 instead of recent performance. I think they had some early wins and are still trying to market that past performance. Let me give alternate advice, which I received years ago, which has proven much more effective: 1) Indexing (SPY, FXAIX) is good. Hold your cash, wait for a crash, and then throw it in. This seems to happen every 5 years or so now and I think the current pressure (Spring 2026) is downward, so we should be dropping somewhere in the next 1-24 months. 2) Professional investing, making wins every month or quarter, is hard. Private investing is not. Sit back, think through where the world will be in 5-10 years, and put your money into it. 10 years ago I figured ecommerce was on the rise (you don't have to be a guru to notice these things) and invested in Fedex, UPS, and several online shopping platforms. 5-10 years later you're good. I missed out a bit as I didn't anticipate Amazon cutting UPS out, I should have gotten out after my investment doubled but I let it ride. I'm still up, just not as up. I'm on another cycle now and just looking at macro trends and where the world is going, and then putting some money behind it.

rangoyao

I can understand that, mate. I am from Taiwan and live in Taiwan. I was also very curious why none of the posts discussing about TSMC. First, do not worry about the war. It’s not going to happen at least in 3 years. And if it happens, it is likely to be World War lll and the stock is the last thing you are gonna worried about. So do I, I have 50% TSMC in my portfolio. If the war comes, I will be at the coastline with a rifle, because it is compulsory for man to go back to military. I will not miss my stock. I will miss my family. Second, Semiconductor industry is complicated. Even in Taiwan, not a lot of people understand how big and strong the moat TSMC built and building. TSMC is famous, but is not familiar to people. I have over 30 friends working in Semi industry, TSMC, Mediateck, Realtek, ASE, Phison, UMC… And none of us know what we are doing in big picture, we are just “a screw” for the factory. Funny though, I think the best material to understand how good TSMC as a company is an American’s book Chip War by Chris Miller. Third, if you believed in AI, TSMC is the bottle neck. Nvidia, Broadcom(Google), AMD, Apple scramble to TSMC for their GPU and CPU. Micron, SK need TSMC‘s advancing packaging to have HBM. Tesla also wants TSMC’s chip, but Elon thought it was too expensive. He went to Samsung and even had a desk in their factory. And it seemed that he was disappointed and now he wants to build his own Terafab. Good luck, fella. Maybe One day you will see Google’ TPU take half of Nvidia’s share. Or Apple launches a fantastic personal assistant agent and AI iPhone sales hit an all time high. TSMC will still be the bottleneck of all these development. If you want to buy a good company, TSMC is a good one. A lot of brilliant and hard working Taiwanese will work for you. :)

dabblesest

AMD you’re allowed to have a red day, even giants get tired.

scriptmonkey420

I bought AMD when it was 25$, wish I had bought more then or even f before it, but it's still a pretty good investment.

Bulky_Winter1671

Pretty much… BE, OKLO, NVDA, AMD, PLTR, CVNA, META, GLD, LRCX. The list of runups I missed is horrendous

Immapillpopnanimal

Do some research. Not everything will crash again. So far all my stocks are green and only a couple alt coins are in the red. Feel free to copy me. Not financial advice Intel (40%), AMD (30%), micron technologies (30%) But today I'm adding broadcom and rad intel and possibly mosaic. Alt coin plays are cardano and ondo finance. Bitcoin is also being bought daily with any and all extra income. I plan on using it for a loan in the future for more investment or home and land purchases

Left-Signature-5250

I love my MU and AMD shares so much

TAKINAS_INNOVATION

Most of her picks are pretty garbage. She has some decent names in there like AMD, Shopify and hood imo. But he’s most of it is junk tbh.

XiaRiser-

I wont say that, thats not how it work and thats not how it invest. I bought Tesla every week, DCA'd an average of $123, during the We Hate Elon Twitter Era. I waited years and when the price and opportunity presented itself, I was there. I bought AMD for 8 months last year, have an beverage of $110. Im buying Microsoft right now, netflix all winter. So I wont be the one saying it's too late, ill be the one saying wait for the day when the price is settled and clear, the upside is evident, and its now time to pull the trigger

Weak-Pomegranate-435

Lmao. This is so funny that it all sounds like a Parody🤣🤣. And over exaggerated parody. Btw if u were actually fundamental investors u would have been buying AI buildout plays like NVDA, SNDK, MU, AMD, AMZN and all that. Not overvalued SAAS companies. Most of the SAAS sector is still not undervalued, with very few exceptions like $NOW, $PATH and $MSFT.

Crazy_Donkies

FYI, pretty sure when AVGO pops, MRVL and AMD dump.  Swing it.

Avid_Reader87

I’m up 26% YTD going in and out of ASTS, Silver, MSFT and AMD. 

wolfofwapst69420

100% my main play this year is imo we get another pullback nothing has changed macro environment. Get another fed meeting and they say no cuts and throws us down for a few days/week I am going balls deep in AMD. 10k in leaps 30k in shares target of 220 before earnings…. I’m out behind Wendy’s if you want to see the office

Bugout-2020

It is the lack of data centers and energy as a whole. IREN is doing well because it pivoted from mining BTC to building Data Centers/AI and partnered with Nvidia. Then, they announced a partnership with Microsoft. They were up 9% today, last I checked. It was $5 last year, it is $47 right now. RIOT seems to be following suit. They got a 10 year contract with AMD. But they are building infrastructure now. They say they will make Data Centers both to host, and mine, BTC. But, I think they'll shift to just Data Centers. Unless BTC stabilizes down the line. IREN did well regardless of BTC price fluctuations today. RIOT also did well, but still had fluctuations pegged to BTC. MARA, who just mines BTC, did not do as well. Just an example of how much Data Centers are needed at the moment. Oil affects the entire globe. It affects shipping and costs increases in every industry/sector. There is a lack of energy, infrastructure, and sustained capabilities at the moment. That is why the high EPS doesn't matter anymore. They are reinvesting profits so that AI can succeed down the line.

ShadowCatZeroMeow

took profit on AMD, so it’s gonna go to 300 EOW

Wonderful-Sail-1126

Are you stupid or what? I said to buy Intel from the start. I’m actually an AMD bear.

aaron_dresden

lmao you didn’t say to buy Intel. Your thesis started primarily from a comment by AMD, you just kept editing your post. Which if I point to your headline is about an upcoming CPU shortage. Let’s go look at the price of the most popular AMD consumer gaming GPU over time: https://pangoly.com/en/price-history/amd-ryzen-7-9800x3d What about data centre CPU’s then: https://www.techradar.com/pro/the-price-of-amds-most-powerful-processor-ever-has-been-slashed-by-almost-half-and-i-cant-understand-why How’s AMD stock doing? Oh hey it’s back to where it was in January, is that from the CPU shortage? https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/a-look-at-advanced-micro-devices-amd-valuation-after-new-ai/amp Multi year GPU deal, and existing commanding lead in CPU’s. So okay let’s look at Intel, yes demand primarily from Elon and Google boosted their share price. A company that wasn’t competitive for data center CPU’s, has been thrown a lifeline and now is back in the mix, restoring its share price to back before the collapse post 2021. But has your thesis come true. Is there unprecedented demand and has that created a CPU shortage? No. Just seems like your picking and choosing from events that have happened to show your right. I already had Intel btw.

cats_are_gay_ama

Add some AMD and MU in there for me

Dense-Map5735

AMD's performance is also looking strong

Neader

Advise everyone to load up on AMD puts now

corundum9

at what price point are we selling AMD?

TheGraeme95

AMD quietly crept back up to $250 goddamn

LividAnt9602

My AMD!!! Noooo

meathead13_

Kind of want to sell AMD now that it’s back at $250, it seems like it struggles to go any higher than that Also kind of want to keep holding it and see what happens

Frizzoux

ORCL or AMD for me today.

oldprecision

Do I grow a pair or do I ride AMD back down to $200 again?

Working-Explorer7805

I like Jeremy Lefebvre. He is focused on business fundamentals. Less hype than others I have checked out. You can see he is always right on the ball with AMD, SOFI (recents). META, PLTR, ELF not long ago. When everyone was hating on these stocks, he was buying up. You can see how much his public portfolio has grown to over the past few years (Nearly $4 million now) But yea I don’t copy his exact stocks but he gives strong advice and I have similar large caps to him. Learnt a lot from him, I would say out of the YouTubers, he definitely is one of the better ones. But for sure form your own opinion.

Academic_Lock_1699

AMD...fuck

poffa-

Oh god no AMD PLS

BigBoysenberry7987

Very cool! META, AMD, MSTR…

SophisticatedLogic

I just built a big beautiful stock picker!!! Guaranteed better than crayon charts. 1st bubble you pop will blow your port, 3rd bubble you pop will 2x your port. If you hit CUCK, please put fries in the bag and try again!! >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!<

Tradingland

INTC, MU, SNDK, AMD, TSM, NVDA, AVGO, MRVL all will benefit from ATOM's next generation semiconductor manufacturing technology for chips with more performance boost and energy savings and more chips per wafer

RepulsiveDisaster671

I got some AMD shares @ around 110 I plan on holding for a while

WSB_Austist

Deadass love their products too, how did I not know they were public 😭 bruh I should have bought shares years ago. Appreciate the yolo idea though. I sold my AMD shares back in 2019 because I was a literal smoothbrain. 

Echo-Possible

Okay fair point on Microsoft announcement from 2024. If Intel can get 18A yields then Microsoft will produce their shitty Maia accelerator on it. However, Maia has been significantly delayed so we'll see. I think Microsoft is more likely to lean on Nvidia and AMD for accelerators than their own ASIC which isn't great. I'm betting the "deal" isn't guaranteed money or production for Microsoft unless conditions are met (like yields and quality). Let's see if any production ever materializes. Terafab is a joke. And nowhere in the announcement does it say Elon will producing chips through Intel's Foundry business. It says Intel is going to help Elon set up his fab. He wants to set up and own his own complete fabs for the entire supply chain. He doesn't want to be an Intel customer. More likely is he is going to license some specific IP from Intel.

VictoriaAutNihil

Bought 300 shares of ORCL last week. Nothing to do with the Iranian debacle, more to do with the new CFO hire, expanded ai infrastructure build up. I also added more MRVL prior to NVDA's investing 2 billion for their chip technology. Sold PLTR, UBER & COST last year and bought AMD. P.S. At my age, I should be playing if a lot safer than I currently am doing, but savings accounts? I do have a 4% three month CD and some cash in a Treasury Note. Probably should be 40/60, right now I'm 70/30. I think by year's end I'll get it to 50/50.

Immapillpopnanimal

Should have bought Intel and AMD. 8000 in each made me 1000 dollars in 3 - 4 days.. just picked up 5 shares of micron technologies too. Other than that just Bitcoin, 10,000 shares of ondo finance, 10,000 cardano, (ADA) and a small bet on injective

Sekshual_Tyranosauce

If AMD goes over $249 probably gonna be my exit. Then it’s full cash position until this thing finally breaks.

potato111a

My AMD $220p for May 15 bags r heavy 😞

Austerlitz19

They were wrong then, and maybe I'm wrong now. I was more than happy to ride companies like VRT and AMD on the way up, there was real infrastructure build out and it made sense that a lot of companies would be doing well. I just can't get past the fundamentals of the strait being closed indefinitely, even if it opens right now, today, oil isn't going back to $60 any time soon and that's essentially a worldwide tax on any and every good that is transported or service that uses energy... which is like everything.

Typical-Layer-1253

Port went from 140k to 190k so fast. Thank you AMD AVGO MU

corundum9

NBIS, GOOGL, and CNQ carrying my port. AMD and ASTS doing their part. UNH back above my cost basis. MSFT and SOFI showing signs of life. Feels pretty good!

Ravaha

I would keep it for many reasons the #1 being SpaceX has the best engineers bar none and having the best engineers makes stock prices go up, that is never not true. The #1 Rule I follow is buy companies that hire the best engineers and promote them to positions of power within the company. Sell Companies full of middle management and full of non engineers in the high up decision making positions in the company. I hardly ever sell stock. in 2015 the first stocks I bought were NVIDIA,AMD, Amazon, Tesla, Google. When SpaceX no longer has the best engineers in the world and tons of middle management blocking engineers from making decisions, then its time to sell.

TriggerHydrant

plot twist it's AMD

Slabbed1738

Nvidia and AMD sitting out the rally 

cbusoh66

It's INTC with slight chance it could be AMD

johns2289

Dell pops 6% on what? They’ll make computers with AMD that nobody will buy? As they always have? Fuck is this shit

friedrichbythesea

AMD and MU are not bad problems to have. Grow your Roth IRA, it's great for trading shenanigans.

Repulsive-Budget-380

INTC is only 5% problem for me. AMD and MU are my 10% problems. Capital Gain taxes are bigger problem as well.

Neader

Can't believe this. Bought AMD puts in Thursday. 5% day Friday. And then we get the news over the weekend and it looks like I'll be saved. Nope. Bullshit.

hakim37

Because AI agents use way more CPU than expected with some forecasting CPU demands 1:1 with GPUs. Intel has already increased prices by 30% starting Q2 and are booked out for 6 months. They also are ramping up 18a manufacturing in their new plant which will eventually print 80K wafer starts per month (which is worth many many billions when converted into server CPUs or sold directly to other companies). It's a joke this company is worth less than AMD atm.

Chaos31xx

Anyone else playing the ASML and TSM this week? Thoughts on AMD action?

The_Judgement_Nut

All the stocks go up and my MU and AMD are red with the same chart, am i in a matrix ?

Chaos31xx

That’s what I’m playing 5 AMD 255c

Accomplished_Job5938

I'm still on the fence for AMD weekly puts. I just can't see it not eating shit like it always does around this lvl

grantern2

I shorted AMD and longed PLTR on Friday. This parlay might actually hit today

Evander85

I love the losers on theta gang thinking we are the ones buying their 2 AMD at the money calls

ADepressKid

AMD $300 this week

Specialist_Exam_8433

AVGO and AMD puts Wednesday before close, will drop like a rock on Thursday when TSM earnings trigger semi sell off.

Specialist_Exam_8433

These euphoric pumps on AVGO AMD MRVL will come crashing down at some point.

FullOf_Bad_Ideas

>So here's the question, if that's really true, then the amount of compute we need should be 1,000 times what it is today. So how are NVDA and AMD trading at these valuations? I don't think you explained well how you got this assumption. I think the price to generate and maintain a piece of software will be lower, and software will be more flexible to fit customer needs. It's not just AI agents replacing software. It's software written by humans using AI Agents. That does not mean we need 1000x compute - AI agents are not very useful as being a working piece of software, since they're not really deterministic and they get expensive.

Specialist_Exam_8433

Personally, I'm expecting semis to gap down on Thursday because of TSM. I would go with sympathy plays. AMD or AVGO puts before Wednesday close.

Specialist_Exam_8433

Semiconductors are at bonker valuations right now. Both suppliers (ASML/AMAT/LRCX/KLAC) and traditional chipmakers (AVGO AMD MRVL). NVDA is reasonable, memory stocks debatable if it's another boom bust cycle or permanent. A correction to semis would send the market tumbling. I think that may happen off the next Nvidia or Broadcom earnings.

CATLLM

Buy puts on AMD

iownAMC

Everyone here wants their Puts to print because the obvious thing works too short AMD when it reached highs Friday . But the market always will do the opposite.

AfterButterfly8972

If anybody wants to short a stock let me know I'll buy it and it will do nothing except to go down. Thousand chairs in the video last year August and have made nothing and watching all these other stocks fly I could have bought AMD and MU nbis and at least made some money.

Neader

My AMD puts 🥰

Crazy_Donkies

Hey bears. Learn from the past 17 times this has happened.  You desperately need to well time your puts and exits, and that you should NOT hold overnight.  I will be buying the dip.  Not a lot, but a little every day. Especially my favorites.  MRVL, LITE, ALAB, AMAT, COHR, GOOG, AMZN, AMD, AVGO, and more.   You do you.  You may make a buck, but when it reverses I'm going to make 3 bucks.

DustyBowls

> MH Stories 3 OS: Windows®11 (64-bit Required) Processor: Intel® Core™ i5-10400 or AMD Ryzen™ 5 3600 Memory: 16 GB RAM Graphics: NVIDIA GeForce RTX 2060 Super(VRAM 8GB) or AMD Radeon RX 5700 XT(VRAM 8GB) DirectX: Version 12 Network: Broadband Internet connection Storage: 50 GB available space

siazdghw

Intel's fabs and IP are worth more than their current valuation, especially with the US government wanting more and more domestic tech, TSMC always at risk due to China, and chip supply demand growing for one reason after another. Plus their current chip design is actually pretty decent. Multithread is great, more efficient than AMD, better iGPU than AMD, and Windows on Arm being a dud. Of course they still need to regain lost server ground but for they are in a better place now IP wise than they were in the last 7 years.

Chiinoe

!banbet AMD 300 29d

ShittyUsernane1222

it would be funny if NVDA, AMD switched its headquarters from US to China because 🥭 fucked up their supply chains.

absolutxtr

bye bye AAPL, NVDA, AMD and SPY.

Specialist_Exam_8433

We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June

Neader

I got 3k in AMD puts I bought Friday lfg

chromevfx

Next AMD earnings will be WWIII

DrummerCompetitive20

AMD will probably be $400 by january lol

Accomplished_Job5938

Should've grabbed AMD put weeklies on Friday

Specialist_Exam_8433

Last earnings season they dumped big tech. This time they're gonna dump semiconductors when they all cut or issue unimpressive guidance. The PE on INTC AMD MRVL are bonkers + same with ASML/AMAT/LRCX/KLAC (ASML probably best out of these though). Then NVDA earnings will be the ice on the cake and send the stock to the 140s. Look at NVDA graph, historically is due for a massive correction. Then probably bottom there and hit 200 in 2027. This is not financial advice.

Bagholder147

AMD yes. MSFT oversold

Bagholder147

Bought AMD and MSFT calls.

Specialist_Exam_8433

This is going to be the quarter that Tesler dumps 10% on earnings. Same with PLTR, and same with most stocks. AMD MRVL AVGO etc most of them will go down on the next earnings report.

Specialist_Exam_8433

Talking about AMD, MRVL, ASML/AMAT/LRCX/KLAC. Also MU is cyclical and will crash eventually. AI isn't magically making that different now.

SuperSultan

Nvidia has the front loaders, dump trucks, excavators that the quarry site actually needs. The chip designers with the picks and shovels are Intel and arguably even AMD lol