AMD
Advanced Micro Devices Inc
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Why wafer-scale chips might matter more for AI agents than chatbots
Every big chip stock rose on Monday except Nvidia. Its board is investigating Jensen Huang
NVDA -4.27%, AMD +13.26%. New investor holding both, how I’m reading it
"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
Now we know why Jenson Huang was so adamant the US sell all its most high tech chips to China and what it means for the AI trade
You don’t have to worry about a Chinese spy being sent to seduce the CEO. Calls on AMD
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
AMD -17% Thursday, +11% Friday. What a week. What's next?
It ain't much. But it feels amazing having doubled my port since starting 2 months ago. Fighting for each dollar..
Jobs Day after the AI rout: can soft payrolls help tech find a floor?
AMD reported a record quarter on Tuesday. $10,000 of it bought at Wednesday's close was worth $8,274 by Thursday's
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
Chip stocks fell 9–17% today on fears of a slower data center buildout. The buyers' own filings show Q3 capex doubled to about $202bn, and Microsoft, Meta and Alphabet closed $52.5bn plus €6bn of new debt and preferred stock since Oct 29
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
I think in SIX MONTHS people will be regretting selling or not buying today
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
Did anyone see today’s tech selloff coming from a technical or quantitative standpoint?
Serenity, the pump and dump scheme master
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
$2 TRILLION wiped off the Nasdaq 100 in a single day. Is Wall Street finally waking up to the cost of AI?
Dow Plunges 1,728 Points as Tech Enters a Correction
What Happened to Tech, Semis, and AI Stocks and Why Have They Been Crashing Lately?
Trio-Tech Upgraded by Zacks to Outperform on Backlog Growth & Strong Liquidity
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF
CSCO earnings will mark the end of the AI Bull market in 2026
AMD took the scenic route to fucking both calls and puts
AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide
AMD just guided to more revenue next quarter than Intel. Ten years ago Intel was 12x its size
Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
Nvidia makes about 25x AMD's profit but is only worth about 6x as much
id like a WSB style reddit made purely for heavily dumped "buy the dip" plays
$AMD has the AI narrative, now it needs to hold $520
Expect AMD revenue to double in 2027
AMD posts $13.4B in Q3 as Data Center revenue nearly doubles to $8.5B
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
Stock Market Recap for Tuesday, November 3, 2026
Stock Market Recap for Tuesday, November 3, 2026
AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
Mentions
But AMD is green. I’m bad at this
The move looks less like a verdict on the probe than a gap against a tape that was ripping. Nvidia fell 4.3% while the S&P 500 rose 2.3%, so the relative shortfall is closer to 6.6 points, and that is the number I would watch rather than the headline drop. A CEO who has run the company since 1993 does make key-man risk hard to price, but the stock already came into Monday 22% below its Oct 6 close, so some of the worry may have been discounted. The cleaner test is how it trades against AMD and Broadcom into the November 17 earnings report, and whether the board says anything before then.
The actual business danger here is the pipelines used to satisfy mainland china's demand for export controlled chips, via third country cutout companies like the one the woman ran, will get closed. The cheating is a red herring, that's why the stock is down. If they close those loopholes, AMD will also be affected.
Of all the puts I could have got I got AMD
Glad I sniped AMD yesterday
MU with an all time dump. How is AMD up 6% and MU is down 2%? Guess what all AMD cpus and gpus need
lovely shorted AMD from 539 to 526
What a perfect storm for AMD. Coming off insane earnings and guidance, oversold conditions, and NVDA now having drama. This shits gonna be 800 by end of year isn’t it lmao
bought an AMD put and it instantly went up 10% 🤌
It’s time to blind buy AMD 1000 calls for December 2027
Just sold AMD at +200%, but first one is always on the house, right? ;)
Haha, can't be worse than me. I'm still stuck in GEV when AMD was the better play :derp:
Anyone else think Lisa Su is behind sending that Chinese spy to fuck over her cousin so she could make AMD dominant over NVDA? Lisa will do whatever it takes to win the chip wars.
Full porting AMD calls will make you a millionaire. AMD about to replace NVIDIA in a year
AMD about to Grim Reaper Nvidia's ass just like it did to Intel for CPUs LOL!!
AMD is a shit coin now? Wtf lol
AMD surely has to come down
AMD ceo is 57 which means she can't fall victim to honeypot because of menopause and this is worth 6% gain
can AMD just fucking die already
AMD up 6% in first hour of trading after quants assess post-menopausal women CEOs to have lowest risk of honeypot entrapment
market pricing in jensen joining AMD LMAO
I guess AMD feels like the more reliable company without their secrets being leaked through the CEO ot being thrown around left and right by the politics
AMD is a troop of coked out regarded elephants dayummm
AMD trading like a meme stock
Dip buyers awarded again. CPI nothing burger. AMD going back to ATH. NVDA oversold and undervalued here.
AMD 550 calls for tomorrow bought for $2.50 so now I can sell the 560 calls for $4.50 this caps my gains, but if it doesn't work out, I actually still profit lol gg fucking ez
NVDA is over thats why AMD is ripping for the past few days
AMD bounce is fucking nuts
Hope to see some good AMD gain/loss porn
AMD it’s just relentless man
The Steady volume on AMD the first 30 minutes was beautiful
Not sure what is making me wet more, Nvidia or AMD
Going back to bed hope AMD is at 550 when I return
Holy 500% on AMD calls , am out now thanks bols
It's a compliment! You have a strong position on AMD :money: :money: :money:
AMD is up 32% in the last five days…and almost all of it is because of Jensen Hung. Fuck off
Wtf is happening with AMD? Just straight green candles one after another
AMD just carried semis to green
AMD is Sydney Sweeney of stocks
AMD calls look yummy here. huge gap down
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $550.00 (above) | $521.23 | +5.5% | Wed 9:51 AM ET |
> Everyone selling NVDA for AMD and AVGO, crazy to see. Starting to feel like Jensen might actually step aside. Do kids fall for this shit?
AMD should not move up when the 10 year is moving up, they hold a lot of debt.
AMD had an Google epyc contract and upgrades
Like this if you hate AMD (regard scouting)
Bought so many puts, till it is not solved it will only drop. AMD will be number 1
Everyone selling NVDA for AMD and AVGO, crazy to see. Starting to feel like Jensen might actually step aside.
AMD is so stupid. What a joke market. Morons
AMD carries Nasdaq on its shoulders
Is the market expecting AMD to take all of NVDAs business or something? Like WTF?!
My dumbass really decided to take a small profit on AMD and put it to NVDA on Friday 🥺
holy shit my $700C AMD calls are printing $$$$
AMD thugging this shi out 🥷🏿👎🏼
AMD green? Yeah sure why not
Show us what u got AMD
Come on AMD give us some more green
AMD is a fucking joke. Dump this overvalued pig
AMD is a $300 stock in $500 clothing
Your AMD call is down 50% since you opened it
The split you list looks more like a rotation inside the group than a verdict on chips, since AMD and Broadcom rallying that hard on the same day suggests money moved within semis rather than leaving them. With earnings on November 17, the numbers will probably matter more for the stock than the review itself, unless the board shares findings before then.
thinkorswim showing a loss on my $0 max loss spread but that's just because the 610 calls are $0.01 bid $4.10 ask lol we'll see how the day plays out $AMD debit spread Fri. exp: 600/610 long and short legs are exact same entry = $0 max loss
The part I find most interesting is the $26B placement at the IPO price to AMD, Broadcom, Google, Micron, Microsoft, Nvidia and TSMC with no lock up, since several of those are also its chip suppliers or cloud partners. At the top of the range the fully diluted value is about $1.4T versus the $965B valuation in May, so the offering already prices in a lot of growth since the last private round.
I think you're right long term but the next few years do not look good, and there is a slim chance that competitors can make their edge in that time. Jensen has 60 higherups that report directly to him. Will those employees be able to cooperate as well as before? Will they be able to have the integration and communication at the higher levels when he is gone (when the rest of the higherups are friends and family)? I don't think so. The company is rife with the spoils system (40% of new hires are referrals) and situations like the one Jensen is in is precisely why companies should value meritocracy and try to exclude as many conflicts of interest as possible. It protects downside risk. I agree that the fundamentals remain good the actual engineers and human capital at NVIDIA that designed CUDA and the chips are still there. But since the top responsible for sales, and metabusiness operations may lose significant productivity they will probably underperform until new ones can be built around a more resilient planning of the company's structure. The way I see it, the market is pricing in the risk (not from the fact that this spells the end of nvidia) but from the probability that when he is removed, it will cause a hit to expected future earnings because of the risk his planning of the company, succession, and spoils system create. Admittedly it is good for profit short term and bad long term. So what happens if this probability that he is forced out collapses to truth? I think competitors can use it as a chance to build out and seize the marketshare NVIDIA's lack of productivity will allow. Perhaps more importantly, they will be able to poach high human capital employees and those employees will likely want to divest their stock compensation from NVIDIA when that happens. AMD and Intel are genuine competitors (especially for local AI) and I expect that there will be more state support for them (than there already is) once Jensen is fazed out or charged with espionage or anything even less than that. Yes NVIDIA is too big to fail (but that's long term not over the next year or two). And it is certainly not impossible for Intel or AMD to crush expectations while NVIDIA goes through a serious restructuring. I expect NVIDIA to miss next few earnings as they hold on to top talent with higher salaries. TLDR: NVIDIA: Long term is strong, they should hunker replace and restructure while retaining talent AMD and Intel: Short term is strong (long term even better if they can poach talent)
why $AMD is not sub $100 yet?
Training to honeypot the AMD CEO.
Turns out the biggest threat to NVIDIA wasn't AMD 😂
AMD is good for both long and short term, it'll climb back up to 600
If Nvidia gets less orders, they order less quota from TSMC and mostly keep margins. They are fabless. Same with AMD and Broadcom. If Micron gets less demand, they are forced to cut prices to meet the demand or having idle factories (very bad). So they risk exposure to this kind of situation is greater. No comment on western digital
Couldn’t stay loyal to wife or country, no wonder AMD is mooning.