AMD
Advanced Micro Devices Inc
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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)
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.
Mentions
AMD is actually my last remaining stock. I sold everything 3 months ago and bought a house in cash. Account before I liquidated: https://preview.redd.it/hy9dwkca3psh1.png?width=1078&format=png&auto=webp&s=4b3d717490b47da40e82134769ed2c67e69cd747
The stocks you want to own are NVIDIA, Broadcom, AMD, ARM and Marvel Technology. Pick you prices and start with limit orders. NVIDIA is my favorite and a long term winner for me.
AI is consuming my daily water ingestion, im going to become a AMD stock if I dont act
why has AMD been so bearish since 9/25?
AMD gets swiftly kicked in the nuts every time it tries to break out above 600
Someone take one for the team and buy puts on AMD
What is this AMD manipulation
Up voting this to increase fear so that I can buy cheap AMD stocks
cathy woods selling AMD was the top signal on nvidia and bottom signal on AMD
AMD is down because Su Bae sat on the wrong side of the SI table
NVDA and AMD nailed still like our lord and saviour Jesus Christ
well that shows that instagram was a wild success, not so much that it wasnt worth the money I think its still impressive to see a company get to a 8B valuation from AMD in 2 years of running in theory that means any of us shmucks could try to make such a company.
So PLTR and MSFT is slowly moving to ATH as intended by MM. They drove AMD, META, AMZN just to name a few just to pull them back after. Let's hope AVGO is next in line
> I’ve been investing a lot in AI and feel guilty for this, Nvidia and AMD. I feel like am I contributing money to things that are harming the planet and something that is gonna take peoples jobs? When you buy a share of Nvidia, you are not giving money to Nvidia. You are exchanging $$ for a share with some other investor somewhere on earth. I also wouldn't overlook the fact that new disruptive technologies have come out many times over the years. The computer, the automated telephone switchboard, the calculator, internal combustion engine and vehicle, steam power, electricity, etc. All of these have *changed* the workforce. Like nobody's employed as a telephone operator behind a switchboard anymore - those jobs are long gone - but employment just shifted to other things. Let's also not forget that AI, as a tool, can be used for plenty of good things. But again regardless of how you judge it, buying a share of a company is not giving money to that company.
> No, you're not a bad person. > When you buy Nvidia/AMD on the market, your money goes to the previous owner, not to Nvidia. You don't fund them. > If you have OCD - that doesn't destroy the world. Making your money work is responsible, not evil.
AMD puts, ORCL puts if it retests 139-140. Especially the Oracle play. Giving you that one for free. It might not hit it though
That soon is 2028 This year they are only gonna get around 10-15% of that 10% of AMD
I think it’s possible, last quarterly expiration AMD dropped like 7% if that tells you how they positioned going into this one. I think the only reason AMD flew above $600 was so meta and open ai had the legal right to exercise their warrants on AMD shared for free. They should own about 20% of the company now or soon. AMD isn’t really public with the details
Pleads AMD just drop like 20%, slip confirming and retesting the head and shoulders, just go straight for it
Shit. They sold AMD to buy it and I have puts
Let's get a +10% day on MU SNDK INTC and AMD pls.....
AMD is goning up again or this market is fucked?
NO WAY. It is really different this time. AMD, INTC, MU are jokes compared to NVDA. Just watch the naysayers at 10T, 50T... It is so different this time
Nah, AMD does not know how to manipulate like NVDA. If AMD announces buy back to pump shares and c suite sells into it... I'm all in on AMD
Maybe you don't know but Cathie Wood is like Jim Cramer. If Cathie bought, it means Bearish and if she sell that's Bullish. In this case NVDA, AVGO and CRWV is Bearish and AMD is Bullish.
So everyone is releasing CPU intensive agents and we sell AMD? Why?
Cathie 🪵 trades today: Bought: NVDA - 350K Shares AVGO - 70k Shares CRWV - 250K Shares Sold: AMD - 170K Shares
Oh I held PLTR from this past Jan way down, and spend many round trips slowly bailing myself out. It's above that level currently and yeah blowout earnings but I don't trust that stock. What do I know, I keep selling AMD before it shoots up
Cannot believe AMD wasn’t in the list.
Memory (DRAM) manufacturing is a cyclical business. It's one of the *most* cyclical businesses in existence. Micron, also, is not some revolutionary tech company, inventing new technology all the time, like AMD, Nvidia, or Apple. They make DRAM, that's it. There is NO CHANCE that Micron stock will *not* follow the DRAM cycle down eventually. Burry is not a genius to bet on this. Everyone should bet on this, it's free money!
One doesn't even need to rewrite CUDA to HIP either. AMD has made it easy to hipfy by letting one simply translate CUDA to HIP.
I have been thinking of AMD too, although do you think now is a bad time to get in too?
Most of my profitable stocks play were post-earning IV crush rather than playing earning for binary event, from memory, did it with AMD and HOOD and it was good. I sometimes buy it longer term and close the positions when IV increases a week before earning in anticipation of the earning.
Everyone was saying the same thing when AMD was trading at $100. The same went for MRNA at $30. Or INTC at $30. Always the same old talk. You’ll be ruined, blah blah blah… it’ll end up at zero… blah blah blah blah. As if NKE were going to disappear or be taken over by Adidas or some other Chinese group…
AMD I know you’ve been doing a lot lately but imma need you to go to 700 by EOW kthxbye
From Sep 3rd to Sep 18th AMD went up almost 50% lol what the fuck
People are just bad with numbers coping and oblivious. Like I'm arguing in another thread about how bad it is for AMD to buy a startup w 50 million in revenue for 8 Billion and I get voted into the negatives.
AMD and IOVA it’s put-ie put time
Nvidia and AMD: “We support national security.” Also Nvidia and AMD: “...but can we please keep selling to China?”
Circular economy, NVDA or AMD sells them the chips, gets shares in their company 😂 books the sale and the share price of Anthropic increase
yesterday +150% on AMD calls today +100% on BE calls this shits too easy bruh
I think it was a mistake for AMD to buy World Lab
The only thing I know is that I’ve just invested 30 per cent of my personal fortune in NKE. Just yesterday. I made the mistake of selling AMD, INTC, MRNA, NVDA and AAPL too soon. This time, I’m going to believe that luck will be on my side, sooner or later… I’m going to be patient and uninstall my trading app
What a clown market lmao AMD is up because of a acquisition when the stock should be down but it was only down yesterday
Are most of you waiting for a pullback in AMD and do you think it will come before it hits $1000?
Best time to buy AMD puts
This article is talking about Nvidia and AMD wanting to sell chips to China... which isn't shocking whatsoever.
My AMD calls about to get smoked :sadsuit:
Pray for my AMD calls :noballs:
Cisco and AOL were real companies with real revenue too. They all got hammered. Here's the thing Microsoft had a P/E of 60 in 1999 and took 14 years to recover peak value. Microsoft right now is at 28 P/E. You can argue that's overvalued. But it's not what's going to cause a crash. In order for a crash you need a story the vast majority of people believe in. That isn't happening with AI. It isn't even happening with the general economy. Look at the companies that do have insane valuations like AMD and Marvell. Cut them in half and it's a fart in the wind. Broadcom got cut in half this year and the market barely blinked. And companion like McDonald's, Disney, and Pepsi getting the crap kicked out of them is more likely to cause a positive correction than a negative.
AMD leaps are the main play for this year.
I somehow don't like AMD acquiring Fei Fei Lee's firm, is it me or actually this deal don't make sense?
AMD incoming new all time high today
Wednesday if your ballsy, Friday is better. AMD over $600 is such a ludicrous buy given they dilute shares by 20% if these prices hold
I wonder if anyone’s noticed when the quarterly options expiring tomorrow were issued on June 30th, both Intel, AMD, and several other stocks hit their ATH. I think the next two days it dropped 10% a piece. I think they might be positioned extremely bearishly going into Wednesday but who knows, maybe the real selloff doesn’t come until after Wednesday
The whole post is conditional to ofcourse AMD acquisition actually going through 🫤
AMD puts $614 thank me later. Same guy that had the fat ass Tesla 0dte puts people were clowning for shorting a EV company during an energy crisis that inverses the QQQ. Yeah get a load of those retards.
Quick fact check before the DD: AMD didn't acquire World Labs for $8.2bn. AMD Ventures put money in as part of a $1B round back in February, alongside Nvidia, Autodesk &others. World Labs is still independent ( last valued around $5bn) (So the "AMD owns the robotics brain" thesis doesn't exist yet) Which actually makes your read weaker, not stronger: Nvidia is in the same cap table. If spatial intelligence becomes core infra, AMD DOESN'T get an edge overNvidia from this, they're both minority investors watching the same company
No shade on fei fei, she's one of the goats, but this is another shining example of AMD having less foresight than NVDA. Like, Isaac Gym was available in 2021 and you're presenting this move in 2026 as if it's genius. Its late and obvious and already dominated by NVDA.
The compute angle is what most people are missing. Wall Street prices companies based on revenue multiples and AMD just bought an internal roadmap for their own hardware division. The $8.2bn isn't just for the IP or the talent, it's for a permanent seat at the table when these simulation workloads get defined. Everyone's piling into LLMs right now and spatial models are just sitting there waiting to eat the next decade. Robotics is stuck in a loop of impressive demos that can't handle edge cases because nobody wants to pay for the physical data collection to fix it. Simulation breaks that cycle but it requires an absurd amount of parallel processing. AMD gets to watch exactly where the bottlenecks form and then build silicon specifically for that problem. That's not a typical acquisition, it's a feedback loop most companies would kill for.
I bought AMD at $120 and sold in the $400s. I was full ported and even i could recognize the run up had left amd severely overvalued. The news headlines will seldom remind you that AMD just hit $600, allowing meta and open ai to excercise their warrants. Of course this means AMD’s stock price has been artificially elevated and this is not due to true conviction. Essentially a trillion dollars in net worth has a vested interest to make AMD hit $600+ and it has. What comes next? 20% share dilution. Buy it here, yup yup
Damn, yea. If AMD gets lucky with this they just might be able to get what NVDA has had for >4 years. Lmao
AMD should invest in improving their dogshit gpus, it's crashing a LOT and nvidia just mogged them with dlss 5
The only reason I don't have a stack of gpus in my back office is that I won't pay the current prices. Everybody knows that AMD and Nvidia see the future of ai being local. Assuming that companies will pay long term millions per year to any of those services is absurd. When the rack comes down from millions to reality, we will all change the url to a local model.
As AI bubble is bursting, many things are changing day by day. Big AI companies delay IPO Many private equity redemptions sky high Debt load of junk bonds sky rocketing $META muse, how much revenue vs hype $NVDA $MU $AMD $MSFT $GOOG $AMZN need to fight Rogue agents to keep AI-vibe floating $SPY $QQQ Watch and wait
well the person posting might know less about the private company than AMD
Bruh ultimate epic battle simulator can get up to 22 million entities with an AMD ryzen 7 and a 5090 And you think it’s a bubble?
Wow that's that crazy that AMD's due diligence didn't turn up that the company is a scam. Tell me more!
Every normie now has a muse virtual machine bot to sick at things to their hearts content. Unfathomably bullish for Intel, AMD, ARM etc.
After looking at their website and exploring the "worlds" all I can say is hats off to the people successfully scamming AMD out of 8bn.
I remember a year ago I looked at AMD and it was $95 and the 2028 leaps for $300 were dirty cheap. I am the biggest pussy ever
You should have. Warhammer 2 was basically a tech demo for the time and one of the first major hints to buy AMD and NVDA
Wow clowns are buying AMD after it bombs off no news in after hours because they’re… you guessed it… clowns! It must mean Anthropic makes money and that SOXX won’t -5% again tomorrow surely LMAO
Oh shit retards are buying AMD after hours on a day where it dumps 5%. Must mean Anthropic makes money lmao
Intel has primarily been a CPU company. AMD was the only competitor and it was quite competitive between the two until the mid to late 2000s when Intel's illegal practices forced AMD to almost bankruptcy. Nvidia hasn't had a real competitor since like 2010 since AMD was just a ghost company until Zen came along.
The real kicker is, if you feel rich because your bank accounts are flush with cash, you're not really in danger of losing it if anything changes. But when a company feels rich because their stock price is high, they are very aware that this could be a temporary situation. AMD is throwing shares out like water. They gave some to meta on the promise that meta buy their chips. And now they're buying another company in an all stock deal. AMD must definitely feel their stock is overvalued and they're trying to get something in exchange for it, hopefully something that won't lose value. An exchange of shares for locking in a huge customer might make sense. But they're still throwing shares all over.
Best I got for this week is coattail calls for MU earnings. IV will be crazy on MU so check for lower IV on AMD, INTC, and AVGO. Whatever strike is selling for $0.69 for Friday. An MU blowout and raise will affect the broader competition and may not be fully priced in. Sell half at open Thursday and half at 3pm.
World Labs is pretty well known in the research community as a sham. They basically call their 3D gaussian splat scenes proof of “world models” knowing full well this has little to do with what the term actually means in robotics, which is an AI’s mental model of the world. AMD seems like a company that’s dumb enough to believe the hype though.
Hi AMD. Please buy $RDDT as well, preferably for $220 a share. Thanks.
One can only hope World Labs invests 8.2 billion in AMD, increasing shareholder value by a total of 16.4 billion. >!Two economists are walking in a forest when they come across a pile of shit!< >!The first economist says to the other “I’ll pay you $100 to eat that pile of shit.” The second economist takes the $100 and eats the pile of shit.!< >!They continue walking until they come across a second pile of shit. The second economist turns to the first and says “I’ll pay you $100 to eat that pile of shit.” The first economist takes the $100 and eats a pile of shit.!< >!Walking a little more, the first economist looks at the second and says, "You know, I gave you $100 to eat shit, then you gave me back the same $100 to eat shit. I can't help but feel like we both just ate shit for nothing."!< >!"That's not true", responded the second economist. "We increased the GDP by $200!"!<
> At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking? P/S of a few picks: * RDDT: ~11.10 * AMD: ~24.54 * NVDA: ~18.16 * INTC: ~10.55 * SPCX: ~68.49 * MSFT: ~11.18 * MU: ~13.83 * META: ~8.37 (!) **What were you thinking?**
It’s a bit of a desperate play to diversify by AMD since Nvidia has similar internal labs for robotics, health, etc. It’s more akin to Yahoo buying Mark Cuban’s company in the height of the dot com boom
This is interesting play by AMD. They were an early investor to world lab so I guess they decided to bring it in house.
Lmfao I buy AMD put and they announced acquisition. Fack
Grabbed some AMD 550 lottos exp Friday
I just got some calls for AMD C620 Oct 02 hope this can fly later this week! currently is at $8.80
Long before GPU use for AI, GPU was primarily used for gaming and CAD. Both AMD and INTC (which at the time was substantially the largest of the trio) tried to challenge NVDA for top GPU and failed. NVDA has been undiputed king of GPU for 30 years. Not only that, but the NVDA solution is an ecosystem with both hardware and software (CUDA). For the past decade, AI was developed on CUDA platform. Yes that's right, long before ChatGPT blew up and took the word "AI" from science fiction to reality for the typical person, NVDA/CUDA had already become the standard for AI, you just didn't know it yet.