AMD

adamrch

AMD doesn't use the latest node because it uses chiplets. Which means two things, it doesn't have a reticle limit to make big chips so it can choose the most cost effective node to reach particular performance for a given power level. And two it takes a bit of time for the chiplet bonding process to be tested and worked out.

UpsetKoalaBear

The yield is exactly what I am talking about when I say that once they have the yield above 60-70% due to R&D, volume production increases exponentially. You can’t say that I don’t know about semiconductor fabrication when you don’t know that DRAM manufacturers often choose to repair defective memory cells in production? They use [automated self repair](https://semiengineering.com/dram-test-and-inspection-just-gets-tougher/) in the chips to fix any cell yield issues. There’s a whole procedure called PPR (Post Packaging Repair) to increase yield. So whilst yield still affects productivity it isn’t the picture. These companies brute force yield, AMD or Nvidia can’t. Combine that with the excessive prediction of memory cells you get per wafer, and you can see why that bruteforcing is entirely acceptable. You’re trying to apply the same principles as other types of silicon production when that isn’t the case here.

markthelast

Eventually, all retailers will have Panther Lake laptops for sale, but Intel and their OEM partners need to make sales as soon as possible. Intel needs to start 2026 on the best foot possible. Their Q4 2025/full year 2025 report was not great, and their Q1 2026 forecast is going to be in the red (GAAP) or breakeven (non-GAAP). At the end of 2026, Nova Lake CPUs for desktop will launch, which is a long wait for new big products to sell. Intel needs Panther Lake to be a home run with AMD/Qualcomm/Apple trying to take laptop market share.

cranberrie_sauce

because AMD doesnt get latest node. if you notice - macs are always coming out with latest node and best performance - because apple just buys it all out. And Amd only catching up like in 6 months - 1 year after. this is a problem.

adamrch

Umm why not just buy AMD?

Negative_Win_5117

I’m looking at bear call spreads on SNDK because IV is so fucking high right now. Trying to figure out if I want go OTM bull call spreads or just wait for a little pull back and buy .6-.7 delta calls on AMD.

VictoriaAutNihil

April 2025 tariff implosion, by August most tech stocks rebounded quite significantly. AMD 75 - 170, NVDA 94 - 180, GOOG 150 - 190, PLTR 75 - 180, FB 500 - 775, AMAT 125 - 180. To name a few. You didn't need hundreds of thousands of dollars to take great advantage of a fake dip perpetrated by Trump. Yes, the 1%ers greatly profited, but even us peons who had some cash reserves were able to benefit.

Colonist25

you argument is what exactly? there's some unique things in the us - yes. will there be copy cats and alternatives in europe - also yes. palantir is a data collection firm, actually nothing they do is unique other than they have their hooks in so many processes. nvidia is a unique company only in the sense that they have a design lead. ten years, nvidia may not have that position. just like Xerox, IBM, AMD, etc in the day. if you look around hard enough, china has in many areas already beaten the US when it comes to research, innovation, etc. and the EU has some unqiue things of it's own This isn't even about Trump at this point. He's been elected twice, the US is either getting into Gilead territory or becoming a full blown oligarchy under Thiel & Musk. Europe (and the world) simply cannot trust that the US will come to it's senses any time soon. Hence the world is moving on from the post WW2 order.

Slabbed1738

Lol what are you on bro. The china exports ban/unban news has been ongoing for months now. Nearly every week there's an article or inside saying China has unbanned, trump has allowed it, China restricted it and repeat. I'm not talking about one days market action. Nvidia flat on the 1month and AMD up 20%. That's not just from hopium of h200 exports 

Slabbed1738

Yah some of the pump could be China hope, but again Nvidia hadn't pumped at all and they are a much bigger beneficiary of China sales. Are you saying there's a material delay to mi455 that the market isn't aware of? What is your source here, 2nm, hbm, interal design delay? What supply issue does Intel have that relates to AMD? Their revenue is capped because of their own foundries. If your alluding to client being fucked from ram prices, I'd argue the market doesn't care about anything but DC gpu and cpu I've been in amd since $2 so yah I'm holding lol, but I generally sell calls on pumps like this so I don't really care if we drop after ER. I prefer having the ltcg

GneissFrog

>Amd has specifically not included any China revenue in their guidance, same as Nvidia. Yeah, but did that stop people from FOMOing in in anticipation of permission being granted? Nope. >Those will show up in Q3 ER Nope. That's when they were expected to when the deal was originally announced. A lot has changed since then. >Intel's issues are completely irrelevant Sure, if you ignore all the issues that also to AMD. Anyways, sounds like you are holding AMD through this upcoming ER. Have fun with that.

GneissFrog

A whole lot of folks are about to learn why AMD is called Advanced Money Destroyer. Shipments to China didn't resume early enough to impact this quarter, and the deliveries for the OpenAI deal haven't even started. It was always going to be a stretch to meet the original timetable, and the supply crunch pushed everything back that much more. Intel just showed us how having sold out supply doesn't guarantee record-breaking revenue and profits.

cbusoh66

GPUs are so 2025, this is the year of the CPUs. Intel fucked up and couldn't meet demand for their older generation server CPUs and left a ton of money on the table. They basically sold out for all of 2026. Jensen Huang is on record saying Nvidia will be the biggest vendor for CPUs going forward. Calls on INTC and AMD (and ARM to a certain extent). Think MU memory type of shortages, but unlike MU which only has 11% market share, INTC has 72% market share and AMD 28% of the data centers server CPU market respectively.

PitifulDraft433

People need to do a side by side chart comparison. It’s easy to do and it would show them what you’re saying. We are nowhere close to the .com bubble. LLM’s may or may not turn out to what we think but that’s an infinitesimal amount of what AI can do. People have no idea what’s coming. Holding AMD tight for the next three to four years.

Maverixk_

Hey Einstein, you do realize you can own gold and tech stocks right? They’re not mutually exclusive and it’s wise to add hedges to your portfolio. My biggest positions are Nvda AMD SOXL and Gold. My portfolio has done extremely well. If you’re watching all of this go on and not at least considering adding some hedges to your portfolio, then you’re actually a retard.

minaminonoeru

Aren't AMD, NVIDIA, Micron, and others now more important ‘American’ companies than Intel?

EquivalentOne241

> (I am shorting coreweave) What about Nvidia, AMD and Micron etc? Hypothetically, if the AI bubble bursts, they won't be able to justify their inflated valuations. AMD alone jumped more than 30% when they signed the deal with OpenAI, which is incinerating cash at an unbelievable pace. Nvidia is in a more precarious situation when the likes of Google and many Chinese companies like Huawei are making their own custom chips and relying less on Nvidia GPUs.

Correct_Lie_4707

depends on how long you will keep the stock, doesn't it? You have to believe they will keep making mistakes and AMD will eat them alive. Seems to me they are waking up "bigly".

Royal_Airport7940

Start with a small amount you're willing to lose to learn. Can be done with $200-600. Consider it a cheap but valuable life course. I supplement my core investing with options plays I believe in. My AMD leap is +250% and my AMZN leap is already up 10%. These are my favorite options positions, but I've got a bunch of smaller plays on companies I like with potential to moon. You can probably guess... Until the market turns bear, most of these will print. I like using these gains to bolster my core portfolio.

Significant_Speed854

Watch out for AMD next week or two!

StayingUp4AFeeling

At this point I have more faith in Intel than in AMD when it comes to AI because it's not just about the hardware, it's about the middleware. Intel has a long history of making specific drivers/middleware for specific workloads including data science. This predates Intel ARC by at least five years. I'm talking about things like the Intel backend for Numpy. Now, it's much more than that. Other proof: compare the age of ARC and Radeon, and compare the quality and maturity of XeSS and FSR (even though DLSS is far ahead still). AMD is very much still lagging in AI, and while Intel is behind too, its intent is clear.

M3tus

Yeah, this is a contextless perspective.  My intel positions were up 40%, and now they are only up 10...a correction, if anything. Still doing better than AMD in the same time period.

ElectricalGene6146

At the end of the day, their fab still sucks relative to TSM and their chips aren’t as competitive as AMD. This is the same problems they had 2 years ago, but a much higher stock price now and a whole lot of hopium and not a lot of reality.

nehro7

have a look on AMD as well

CapsicumIsWoeful

I’d rather eat capsicum than buy Intel shares, but anything thinking it’s gonna go the way of Kodak or Blockbuster is very mistaken. Intel is the only advanced US owned fabrication manufacturer on US soil. It’s too much of a geo political strategic importance for the US. At worst, they’d get bailed out and the US government would end up owning a portion of them. Not to mention, they still dominate the OEM end user corporate device space (think Dell, Lenovo, HP etc etc). As much as Apple, AMD, Snapdragon etc are improving on a technological level, no large corporations or government agencies are buying anything but “Intel Inside” for their fleets. It’s just that as far as tech companies go, their growth has been fucking dire in comparison.

TrickyBar9580

You'd have made more just buying AMD or MU

3VRMS

And this I went almost all in on Intel today. Will likely throw in more money depending on price.  Panther Lake is looking seriously tasty, and seeing AMD's hilarious kneejerk response was not something I was expecting. Very unfortunate with the various global shortages though, dunno how their output will be.

owmysciatica

I’ve had shares since 2020, but not that much. I almost pulled the trigger on some options in August, but chickened out and went with AMD instead. Still made $6k on AMD.

user365735

You will know next week after SanDisk, asml, wdc, AMD etc give guidance.  Micron just touched ground on their 100billon NYC campus. I'm expecting that to interfere with earnings/costs at some point the next decade.

Negative_Win_5117

If AMD settles down for a couple of weeks I’m going to throw down $5-10k on .6 delta monthlies.

Different_Shock8281

Mark my works AMD NEXT BIG SHORT I’m on the road to being the modern Martin Shkreli of the AI Era.

Different_Shock8281

Mark my works AMD NEXT BIG SHORT I’m on the road to being the modern Martin Shkreli of the AI Era.

Disastrous_Rent_6500

Well excuse me, I was too busy buying AMD

markthelast

Intel has been in decline for years before the AI hype train took off. Intel is carrying a lot of dead weight, which include depreciating fabs, middle management, and administrative bloat. In recent years, they cut tens of thousands of jobs to cut costs, but they allegedly have yield problems. Intel's 10nm catastrophe was horrific, and they lost technological leadership to TSMC. Intel is competitive again with 18A, but yields are good enough for mass production of Panther Lake although the CEO revealed yields are not to his standard. Also, Intel lost their 99% monopoly on server CPUs, and according to Mercury Research, AMD EPYC will get 30% of the server market (unit) and 40%+ server market (revenue) by 2026. Intel's last stronghold is laptop, so that is why they are focused on getting Panther Lake products to customers by the end of January.

EffectiveLong

My AMD share and gaming rig are going strong 😂

ElectricalGene6146

Let’s go AMD.

Bluecoregamming

Will wait for an AMD pull back, then enter a small position. It tapped previous ATH, let's see if it can get some follow through..

Charming_Squirrel_13

paywalled, but the industry is losing its mind for ai agents now. look at the upward pressure it's placing on AMD's share price lately.

Wiscoman

Consensus is that AMD does not need to surpass Nvidia, they will share the same market. Even with 85% to 15% split given how much AI spending will be over next 5-10 years AMD is positioned for massive amounts of revenue with very conservative market share. Nvidia CUDA software moat is failing, open source is 100% the way of the future and AMD is positioned for that. 

InvestigatorPlus3229

i also got her some AMD that day so thats keeping things calm at home for now...

andytobbles

AMD to $400, META to $1000 after this earnings flips wallstreet sentiment

bearhunter429

#AMD headed to $1000 LMAO🤌

TheoryInttro

Nice work, AMD. Now, if we can just do the same thing again Monday.

Evilbred

For 3 years? More like for 9 years. Intel has been garbage ever since AMD released Ryzen in 2017.

throw-away-imessedup

AMD on top 😎🇺🇸🦅🔥

ValuableOven734

>but people are willing to bet on Intel simply because the US may not let this company fail. It's far too important to allow for that. This is a major motivation for me. Tho I do feel a bit iffy about picking up shares above $30. Intel needs a lot of soul searching and self improvement. AMD has done quite well in taking a bite our of its lunch and its not clear that Intel will be able to throw weight around anymore. The geo political survival is a big deal, but it otherwise leaves as a shell for defense spending.

bearhunter429

#NVDA gross margin: 85%, AMD gross margin: %80%, TSMC gross margin: 65% (with factories), Intel's gross margin 35%. LMAO🤌

SaltyKrew

Shares? You might be okay. Options? Unless you have leaps - I’d be worried in the short term. Personally, I think you can get a better ROI elsewhere but I’m a NVDA AMD fanboy.

TheSauce69

Got absolutely steamrolled on my AMD covered calls this week. Had to roll them and they're still ITM, will take a few rolls to recover

GneissFrog

NVDA and AMD got a prop job today for the sole purpose of calming the market while the rest of semis get dumped. NVDA didn't go anywhere after the initial pump off the China-H200 story that we've heard half a dozen times already.

CriticalBlackberry90

Watch AMD have equally dogshit earnings and it pumps instead because clown market

Future_Hyena2562

God damm, looking back at all the AMD calls I closed out over the last 2 weeks. I’d be up another $40k if I had held

Fkn1v1mem8

I was up 100% on my AMD puts and didn’t sell. My greed is the bane of my existence

wazpoiapodierwopids

my best performing stock for this past week is AMD

grumble11

They still have limited AI upside, no major fab contracts, limited fab capacity, late nodes that aren’t better than peers and a design business that is being challenged by both AMD and ARM.

TheOriginalNukeGuy

Tbh the same thing that is starting to be wrong with AMD rn, they won hard over their competition and became stagnant and complacent making money through barely improving products so the competition caught back with them and overtook then. If you saw AMDs CES announcements you'd see the cycle is about the repeat with them I think.

le_pedal

Up 250% on AMD shares. You think this will hold or go back to 130?

CriticalBlackberry90

AMD CPUs will be killed by QCOM ARM Snapdragon. Puts on AMD, Calls on ARM.

Slabbed1738

Damn AMD to $320? I'm in

Goody2Shoes92

Went from +100% on my AMD C to up 4%

Top-Meaning2626

Jan 30th $160 put -$AMD💀💀💀

Fkn1v1mem8

Fake pump on AMD she’s got no buyers

CriticalBlackberry90

Going to crank my hog if AMD goes red today

vgavina10

MSFT and/or AMD will close in the red. Mark my words.

oldprecision

The algo in control of AMD is very predicable.

Hiro-Nishi

Time to switch to AMD, at least they can maintain 200+

Electrical-Prize5445

I was up $600 on AMD at Open and watched all my gains melt away 🥲

SlfImpr

Bruh... Cramer just cursed $AMD [https://x.com/jimcramer/status/2014685594895438168](https://x.com/jimcramer/status/2014685594895438168)

Goody2Shoes92

How the fuck does AMD fade when market rallies but flies when everything dies?

DryCastellaCake

Good job! I was thinking of buying some Intel puts right before the market closed yesterday, but it was like $350 per contract and I wasn't sure I wanted to gamble. I had a gut feeling Intel has yet to find a customer for their latest chip fab. They compete in the same space with AMD and Nvidia and I just don't think they will want to have a competitor to fab their chips. Intel needs to spin off their fab business if they want to succeed.

Dennistheemennis

AMD get your fatass down here

graphite_paladin

Buy some AMD

elbalti77

Go red AMD

RODjij

Kinda in the same way they were foolish in thinking they would be able to have a strangehold on the chip market when AMD was coming up a couple of years ago. Now their stock is down to $46 to AMD's 261.

DuvelNA

Have you met AMD?

Ok_Ground9015

Yeah, AMD is a monster for sure.

wazpoiapodierwopids

my best performing stock is AMD right now its even beating out ibrx and swag

uselessdipshite

So lord what you’re telling me is that AMD has more value than NVDA. I dunno dude

PetrolPharma

AMD made huge promises on their guidance last quarter. Do you expect them to double down or temper expectations?

hioman01

AMD and MU rotation into INTC 🚀

JJdante

MU was like AMD in that respect. This is like 2017-2018

Fkn1v1mem8

ATM AMD puts

FraserValleyGuy77

AMD bounce just cuz its not INTC?

JimLahey12

Intel doesn't do much in the AI market and People have been talking for a while now about "AI bubble". Have you seen AMD stock price? I feel like you know nothing about this sector

brokenmolly

Agreed minus AMD

stickman07738

Exactly, I loaded up under $19 and already sold 1/2 my stake; thus what I am carrying is essentially free with a zero cost basis now. They are sitting in my hold and forget portfolio that will only be tapped for a future large purchase. My hold and forget portfolio already has AMD($2.5 cost basis), GE ($6 cost basis prior to reverse split), LLY ($60 cost basis).

roydl7

AMD back to ATH.

Fkn1v1mem8

AMD 260p gonna die today 😢

stickman07738

Do it stages, during Covid, I sold 100 shares of HON (first time in 20+ years I sold any) to redo our kitchen. Followed by selling 100 AMD to redo baths about six months later. Did demo myself and with help of friends.

Sufficient-Love9567

Damn I’m such a pussy I should’ve juts held my AMD and MU calls longer wtf

Early-Elderberry-150

AMD gonna keep pumping into earnings?

Fkn1v1mem8

AMD struggling to keep 263 we dumping soon

NotEasyOne_Regard

NVDA on green, AMD on green, TSLA on green, AMZN on green, others same.

Dennistheemennis

Have my popcorn ready to watch people on AMD

Croiyx

AMD shrekking

Odd_Mistake_5437

What the fuck, is AMD on drugs ?

thatsmymayo

AMD switch flipped back to doubler

DuvelNA

Imagine not being in AMD😂🫵

Memento_mori9608

So much buying volume in AMD this is going to continue to run

TrickyBar9580

You fool, AMD is going to $1000