AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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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
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
Mentions
Mark, you are a very wise, experienced investor and very patient, and also lucky. But if it hasn't been for the sudden Agentic AI gift from heaven, most of your AMD options call are still OTM. But the very long-term leap calls suggestion is right on the mark! I find it very difficult to pick the right companies to begin with to start investing heavily in. Many stocks had excellent ER's and business, but still crashed hard, defying basic logic. And the market news, articles, videos, discussion boards are mostly manipulative and hype and clickbaits for ads revenue.
Any opinions on AMD acquiring Taalas and the specialty chips they make that require a hugely less amount of DRAM?
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $520.00 (above) | $476.32 | $506.16 | +9.2% | Oct 6, 9:37 PM |
I would like to see NVDA 219 and AMD 490 tmrw!
NVDA and AMD puts for tmrw?
https://preview.redd.it/3tyhaqo0dcoh1.png?width=1080&format=png&auto=webp&s=6574ecf517e5de7af6faa6bab951f41bc94cd8ab What a fucking week, perfect timing on calls from HOOD last week into perfect timing on calls from AMD. I still won't buy myself a $4 coffee though and will lose it before Xmas
My AMD and Intel stock DGAF about Labor day
Intel up 9% AMD up 7% Nvda -2% what are doing
$500m from 5000 GPUs? AMD and NVIDIA aren’t even pulling those numbers consistently. Show me the contracts or this is just vaporware.
I am going to guess liquidity is getting tight, people selling off Nvidia to chase other things like AMD right now.
Today actually makes perfect sense. AI is going to continue so TSMC and ASML going up. But the recent news is that it isn't anymore just about generic GPUs but having also customised chips. So that's why Nvidia down and the others up: AVGO, AMD, QCOM. And memory also will be needed so MU, SK Hynix also up. Amazon down due to capex news (flows to QCOM). Risk-mitigation with Apple due to tomorrow's event. MSFT perhaps went a bit high so it's correcting a little bit, but not drastically. Musky stocks doing musky hype, can't be explained. Meta and Google both hovering, no clear signs to push in any direction.
I banked £70 on AMD whoo hoo.. I'm sticking to my goal of actually taking profits instead of just holding onto things a leeetle bit longer to see if they go up more
Damn AMD going off and NVDA in the cuck chair
Do I have the balls to buy AMD puts here?
AMD really came here to F me up thanks why can’t you just follow NVDA like every other day
Yey I made money on AMD I'm a genius!!!!
AMD going parabolic today while NVDA is red 🤨
what's the news on AMD? Just realize its almost back to 500.
that little ole hooker AMD always did me right
AMD cream your panties
$15 billion from data centers CPUs, new business. Can't compare to INTC or AMD. I am talking about inference and all the edge devices that will be powered by QCOM chips. Already deal with Meta glasses, possibly OpenAI "smart device" and then all the Samsung devices. Autonomous vehicles, IoT, robots, everything will have a QCOM chip.
How is AMD holding up through all this? I’m not complaining, but confused
They guided $15 billion in AI revenue in 2029 while AMD guided $115 billion? What am I missing?
AMD you fat bitch, finally deciding to go green. $0.35 gain finally 🫡
Google is going to be the new AMD
QCOM is the most important semiconductor company other than NVDA. Not AVGO, not MU, not AMD, not ARM. $300-$400 by mid 2027, every AI edge device, robot, car, IoT, everything, will be running on QCOM chips.
I think semis will have another big bull run later this year or early next year. Like NVDA to $300, AMD to $700, MU to $1500, etc. I think you'll be fine.
Remember kids. There’s 3 things guaranteed in life. Dead, taxes, and AMD rebound back above 500
All I’m going to say is AMD in 2012. 15 million would have turned into almost 4 Billion
My AMD CCs got assigned at 210 and again at 370. 🤡
I only have 5% invested right now. At least its in sandick. I want HOOD and AMD and DELL and 2 of GOOGL/AMZN/AAPL/MSFT not sure which 2 yet tbh but I'm heavily biased towards google and amazon and some NBIS and maybe OKTA and AVGO as well. Hopefully we can get some actual momentum this week.
Per $ of premium on the 53-put book — per contract lies when the TSLA/AMD/META/NFLX legs aren't sized like the 8-trade call book, and entry/exit/realised with no path means you're rebuilding MAE from bars anyway. I work on hedgedvol, and the free morning map is the pre-size check on whether that open is inside walls or air before the next put basket gets size.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $520.00 (above) | $476.32 | +9.2% | Oct 6, 9:37 PM |
Unfortunately, I had dumped AMD mid last year after it was a loser stock for too long, I know the feeling. Got antsy thinking about them competing with Nvidia, turns out that was unwarranted.
The 53-trade TSLA/AMD/META/NFLX put basket and 61-trade NFLX/META/GOOG book make the loss print tangible. One missed comparator: max adverse excursion versus the 8-trade SPY/AAPL/NVDA/TSLA call book, because aggregate P/L otherwise blends position sizing with signal quality.
They were also one of the earlier ones to using in-house TPUs to try to reduce reliance on Nvidia and AMD chips for a variety of reasons, including power. But I think Berkshire also just likes to find one company in a space and stick to that, and when they started investing in the space, Google was by far the best value. That said, Microsoft is more exposed to Open AI than the other players as well, which has long been a red flag.
AMD is the advanced money destroyer currently playing its magnum opus.
Take it easy. In 2008, knowing that the market was crashing, I bought a lot of “cheap” tech stocks, including 7600 shares of Nvidia, 4000 shares of Micron, several hundred shares of AMD, a lot of INTEL, some Citibank and ETRADE shares, some real estate developer shares, some other shares. Then the market went down a lot more. I couldn’t take it. My total position was down about 20%, so I sold them all the same year. Then I closed the trading account and records but came back to trade again in 2022. I did not learn the lesson and I made the same mistake again twice. I sold a ton of Palantir shares and got an”good” 25% return in few months. Then the stock went up 1000%! I also bought and sold Tesla shares because “I knew it would go down more”. I actually sold it on a loss! Then it bounced back 300%! After these series of mistakes, I finally learned to be a long-term investor! This year my position beats S&P 500 by 200% so far. My goal is to keep accumulating shares and retire in 20 years. \* I only found out the exact details of the stocks I sold in 2008 just a few weeks ago from paper printouts. At least now I have achieved most dreams in my life and have enough money to cover everything. And I have pretty great health and enjoy my life in my late 40s. You’re still young and they are decades to go. Start again now and invest carefully don’t gamble your money away! That’s not investing!
I had bought AMD at 4 dollars, sold at 140 and now it's 480. I should have bought back in at 79 on revelation day or whatever it was called. I also could have retired if I never sold at 140. I beat myself up about it but I still have time to turn what I have into a retireable amount. If you are young it's not a big deal. Take your time and turn your 100 into a million again. You don't need that money now, you just need it before you can no longer work
If AMD is out of question, I would tend to AVGO
I turned $120k into $550k with GME back in the short squeeze. Drove that up to $620k. Then proceeded to basically the same thing as you over the next year or so. It feels really fucking awful. I get it. I rolled a 401k into an IRA and was able to trade with it back in Oct 2024. Since then I am up 125%. I’m at $530k now. Many people would say that I’m still far too aggressive with my investments but I’m behind schedule and I don’t see an alternative if I want to retire. Here’s a few things I’ve learned that helped me change my strategy: 1. Options are bad. It’s just really hard to make money on them and the siren song of 5x-10x gains is really dangerous if you have a gambling addiction. Turn them off. 2. With 100k you can swing trade TQQQ, SQQQ etc and if you’re decent at reading the market, you can make money on these trades more than you can with options. It’s pretty easy to make $300 in a day with $100k using this strategy. If you do that pretty repeatedly for a year you’ll make 50-60% on your portfolio. 3. Buy & Hold: find some stocks you believe in, buy them when they’re beat up, and wait. I’m up 175% on IOVA, 165% on LEU, 190% on AMD, 140% on SNOW, 85% on GOOG, 30% on MSFT. 4. Don’t make your positions too big for your portfolio. Buy into things with 2-5% of your portfolio. If you have to buy the dip a few times this lets it grow to maybe 5-7%. If the position is relatively huge you will stress out about it. When you find a winner that small position can become a major driver of returns. 5. Relative to your past experience you need to be patient. If you can get 30-40% on your portfolio in a year you are absolutely killing it. Most people can’t get that. Don’t try to get that in a few weeks anymore. 6. Use this sub for sentiment analysis not investment ideas. Inverting this sub is surprisingly effective. meme stocks are especially dangerous and you should steer clear of them. There’s a lot of manipulation going on in here. In summary: with $100k in your pocket, you’re not fucked. It’s just money and if you slow down and stop gambling you can get ahead.
I assume you mean you bought shares to sell calls and those shares lost value and you’re like damn those premiums don’t offset the loss in value. Yeah that sucks but technically they haven’t lost anything if you don’t sell. As long as you believe in the stock and it’s a good profitable company. I got lucky and road the AMD wave and the premiums were insane. Sold that recently though because it’s a little too volatile for me even with the nice premiums. Also PLTR and more recently AVGO. Also SPMO etf but the premiums pretty weak. I also got lucky with taking a risk on a far OTM LEAP with Paycom (PAYC) that went ITM pretty quick and I still have like 2 years left. So I’m selling poor man calls on those. I used to work there so I knew it was selling too low and they have a good product. I always pick favorable deltas and people like OP always gamble on it. Sometimes have to buy them back to close if they actually do get too close to strike for my liking but more often than not they expire my favor or I cash them out and keep 80 to 90% premium and do it again. All in all I probably collect 3 to 5k a month depending if I have to buy back any because I don’t want to get assigned. Won’t get rich but it’s nice extra income and safe (covered not naked).
I can relate on the gain part I got into AMD back in 2025 went all in and end of June peak I was sitting on an unrealized gain of 2.1M. It has since pulled back and now I’m at 1.7M gain. Im still holding because my thesis hasn’t broken and I will probably get out sometime next year. The market hasn’t slapped you around you’ve shot yourself in the foot by being overly emotional. Just invest in high quality stocks, don’t sell anything short term, if you’re going to get into options don’t buy them only sell them, and stop being a fucking idiot haha
If you have any extra $ just sitting there, why not look at some long shots or penny stocks? I have a HYSA, 401k, and individual IRA. I usually have some $ left to play with after bills are paid and my “savings” accounts are funded. I enjoy going to the casino from time to time so I see nothing wrong with taking a few hundred just sitting in my brokerage and looking at some long shots. It’s how I managed to snag AMD at \~$2, I just wish I got way more but at the time I spent what I felt comfortable losing. I’ve had some dogs (SPCE from several years ago, ouch but fortunately not that much). I don’t see what I do as particularly risky.
Edge AI is great for latency/privacy, but it doesn't train frontier models. NVDA/AMD capex is mostly hyperscalers (AMZN, MSFT, GOOGL) doing training + big inference.
**J**ensen has more money than he can use. He invested $3.5 billion into MediaTek, bought Hugging Face for $12 billion, and returned $26 billion to shareholders via dividends and buybacks just in one quarter 🤣 I think the reason why Nvidia buys these minority stakes in supply chain companies like Nokia, Marvell, Coherent, and MediaTek is to block Broadcom or AMD from buying them later.
PE is a bad metric to evaluate AMD due to the Xilinx acquisition. Shorting AMD is the best way to go bankrupt.
Tbh that is the chip company Burry should be shorting instead of Micron. AMD pe is too big
I'm down 60% on MRAM I almost bag held RXT but managed to break even, I jumped on it a few hours too late after the AMD partnership and managed to average down and get out by the skin of my teeth. I also barely saved myself from the ONDS dilution, and have small AMPX bags.
Sold AMD and Intel in 2022 for a significant loss. Haunts my dreams.
And GDP basically excludes a massive portion of US company production, e.g. NVDA chips. AMD chips. So much off shored since 2000. But most people don't know this and just grab stuff they think is naughty.
Not necessarily a trade but life, in 2016-17 I was just out of college and some friends told me to invest in AMD and NVIDIA I used the small disposable income I had to do it. I also invested in Apple, Tesla, and a couple other companies related to tech. In 2021 I used all that money up during Covid to go back to school, pay rent, and just survive. It pains me to no end knowing how good I would have it if I could’ve found some way to leave that money alone. I constantly think to myself was it worth it? I’m happy in my new job and life but I also struggle financially living paycheck to paycheck. It’s more of a, did I make the right decisions in life. And I try not to do it too often because then I find myself in a tail spin of depression thinking about every choice I ever made. That funk can take me weeks to get out of.
Shorting 5000 shares at AMD at 371
Sold 300 shares of Palantir to break even at $29 lol I was extremely happy too, I was bagholding forever. I had 8 contracts 150c for AMD too and sold last summer. They didn’t expire until Feb 2026.
Selling almost 200 shares of AMD at 150 with a cost basis of 100 two days before it went to 200. Which of course is now doubled. I still made money but I held that pig for two fucking years. And I keep doing it. Did it with MRNA. Did it with GEV. I need to stop reading FUD Made me buy a house. These trades make me sick. At least I can enjoy a house. Took a break and lost more gains. But at least I like my house And no haven't stopped with options, first contracts I ever did ended +3000% FTEK and then I gambled the entire gains twofold away. But I still buy em sometimes because I'm a degenerate
bought $AMD 470 0DTE calls for $2.50 sold for $4.50 felt pretty good until they closed at $7.50 smh my head
it was a pretty strong power hour for $AMD idk what ur talking about
Bought AMD IN 2020. It's up 700%. Sadly, I only bought 27 shares. Happily, I still own it.
$AMD grew revenue from $5.5B in 2014 to $25.8B in 2024 under Lisa Su. That makes the CEO thesis worth testing with execution and capital allocation not charisma. Leaders matter most when strategy changes the earnings base.
Well nvda it really does look like AMD is top dawg around here pipe down
I don't care that it's green on the day, I care that it's moving divergent from AMD/MU/etc
Time to load AVGO, with AMD, MU, SNDK & SMH
Up $500 from scalping AMD, MU, and SNDK all morning 😎
AMD time to push the 🐻 out
Told you guys to get on AMAT AMD ALAB. They got severely beaten to death
Boohoo. Intel AMD, Nvidia, Oracle all up.
I sold AMD at $160 and moved that money into NVDA. AMD rocketed shortly after. Win some, lose some. I've learned to not look back.
AMD. I held that puppy through a nasty drawdown and sold out into strength, thinking I was being responsible. It rocketed up in the coming month.
GE MU AMD so many winner sold too early. Spgi and CRM was buying into a higher PE and getting humble pied by slower growth or AI concerns and not understanding the management in spgi was destroying value in a great moat by buying subpar business
+20% AMD day or I will not be happy
Thanks! Yea did consider and have owned many of those (still do have AMZN, Meta, MSFT) did well on Sofi before it dropped off. But my reason for not including them was I saw less potential growth than 100% over 5 years in those names. I didn’t look yet at Reddit or AMD so will have a check.
I like those names specially Googl, TSM, and NVDA. I would also suggest AMZN, Meta, MSFT, AMD, Sofi, reddit. I personally like to be well diversified, so I have about 70 names in my port.
AMAT ALAB AMD free money
**BanBet Won** — /u/Plisknoob (3W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $456.66 → $460.00 | +0.7% | 12h 29m | Won |
im inclined to believe AMD will never hit 600 a share because that would mean 10% of its market cap is handed over to meta
AMD coming back to party
Look at the bottlenecks to scaling intelligence to insane levels from here, that should show you a pretty good roadmap. Energy, memory, storage, high speed networking. Besides memory, in the US, energy is the biggest bottleneck I see. SpaceX's space datacenter thing is largely a response to that, making solar into reliable baseload for this in a way that's largely immune to the datacenter political blowback. I think the Taalas approach is pretty interesting (basically hardwiring the weights of a specific model into an asic, so that it runs at wire speed, doesn't need memory to page the weights into a GPU, and it's many more tokens/joule). But if you have a model that's recursively self-improving, then taping out new asics for every iteration becomes a bit of a chore. But AMD recently bought them. I'm expecting really interesting things from them. I have money on nvidia (since 2016), TSMC and ASML (2021), Cerebras (2021), and SpaceX (since 2019). I think open weight models (thanks Chinese labs!) are likely to suck a lot of the profit out of the model layer, but I feel pretty confident that the companies at the core of the hardware supply chain will do super well as running models gets cheaper and usage explodes. I might still drop money on the Anthropic IPO, their revenue growth chart is absolutely nuts, and maybe they'll find a way to keep people paying them even as open models get good enough. Also, AMD chips like MI350x are becoming a credible competitor, but they seem to be very supply constrained, and when I was shopping for a lot of inference capacity a couple years ago, the people I talked with who were trying to run AMD's DC inference servers didn't have nice things to say about their maturity. But it's been a couple years, maybe this is finally the year!
Loaded up on AMD today
I have some AMD at just over $2/share, but not quite enough to be worth a million today.
Not one stock but I sold a lot of them too soon. I sold Tesla, Apple, MU, AMD all too soon. But held enough to make it.
AMD is rounding out so hard, puts should be free money?