AMD

noobletato

AMD you piece of shit

onpc23

This. The relevant info that is missing from the OP is what percentage AMD is of the overall port. Whether you pulled out the initial investment or not is not something that matters in any way, money is money. Personally I would want 70% or more in index funds compared to individual stocks.

george_alto

AMD still has a lot of room to keep growing over the next 2+ years. Keep some but diversify and start buying other areas of the AI boom like energy, hyperscalers, neocloud. And also start going into other sectors like Pharma, Finance, etc

Think-Adagio-1644

No AMD wait I was gonna buy PUT at open

Amitriptylinekoning

AMD got tired of winning

Status-Net2947

Sticking with my 10 stocks through thick and thin: AMD GOOG AMZN ORCL META NBIS MU SPCX AVGO ANET

Amitriptylinekoning

Nice one AMD

Professional_Cup7379

11k is a lot of your account to have in one ticker, and the decision you're circling is really about whether you want a diversified book or a concentrated one, and that choice doesn't depend much on what AMD does next. The strange shape here is that you've already pulled your principal out and the rest feels like house money, which makes holding feel like a free option. But free options still drift, and the longer a single stock sits at 11k the more a normal bad quarter can do to your whole account. Selling a chunk into strength is usually easier than selling into a drawdown, and there's nothing wrong with trimming. My guess is you'll feel more comfortable once AMD is a small slice of the account instead of the whole thing. If AMD dropped 40% in a week, would you actually hold and keep adding, or would you be relieved you had already taken some off? That's the test I'd run before deciding. I'd rather lock in the diversification now and keep a smaller AMD position than keep riding the same single name, even if the AI story keeps playing out.

Investorabsverige

I’d probably trim it, not because I think AMD is a bad investment, but because diversification matters. The fact that you’ve already taken out your initial investment shouldn’t really affect the decision the remaining $11k is still $11k of your portfolio. 

Think-Adagio-1644

Anybody else feeling a put on AMD I feel 500 or below by end of week

verified-trader

**BanBet Lost** — /u/Moist-One-1572 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $479.74 → $700.00 | +45.9% | 2w | Lost |

powerboner

Be like me, sell SNDK and AMD early to sit on fucking Google. Goddammit I’m sad :(

Healthy-Money-1920

I also think trimming a little makes sense if AMD has become too large in your portfolio. I did keep some shares because the future may still be strong, but move part of the money into other investments. That way, you can still enjoy future gains without depending too much on one stock.

Mr_Lumbergh

AMD has less exposure than a lot of others in this space to AI, but the bubble is set to pop shortly. Exactly when I don't know, but their backstop in Anthropic isn't that hot for the near-future stock price IMO. Sandisk just saw a massive contraction and SK Hynix and Samsung have been getting wrecked on the Korean exchanges, so we're already starting to see the pullback on the memory side of things. Make of that what you will.

readperchery

If AMD is now a large part of your portfolio, I’d trim some and diversify. Taking out your original principal doesn’t really make the remaining $11k “free money” — it’s still $11k of your capital today. You can stay bullish on AMD without letting one stock dominate your portfolio.

ComfortablePiglet842

They never owned AMD 2 years ago

Ill-Expression1737

AMD

music_is_gud

AMD calls maybe? But otherwise I'm gonna gradually get out of leverage in the morning

music_is_gud

But 0DTE AMD calls tomorrow. This is financial advice.

vandalizethethief

Yeah, invest in what you know. I get it, it’s a core tenant of Buffett & Peter Lynch even for individual investors but if you’re still holding SBUX I would ask, why? I did the same thing minus the kids. AAPL (pre-iPhone), RDDT IPO, Micron (sold WAY too soon this cycle) but no regrets same with AMD. Microsoft took 17 years to make a new high after the dot com bubble. So if you held MSFT all that time that’s an awful investment. Opportunity cost and all that.

Itry31

AMD 10% tomorrow probably, I just shorted so probably

Polysorbate800

Yeah but OpenAI can pay NVDA who can pay SNDK who can pay Anthropic who can pay MU who can pay AMD who can pay OpenAI who can pay NVDA

Psyclist80

Jensen salty that they are making deals with AMD as well.

Own-Recipe5908

Eh, with AMD you never know how it'll end a particular day.

Sea_Exam3932

I guess my new all-in AMD short was a bad idea

Nice_Selection8747

Please AMD

ThesisRegard

Need RDDT and AMD to pump tomorrow morning.

Background_Advice165

someone talk me out of this im putting all my college funds on MU, AMD, SNDK 0dte's tmrw morning

pegasusCK

I got u fam. For monday don't play any of the earnings. They're all bad. Puts on AMD. Trust me. Like actually im not even joking. AMD stock REALLY does not like to stay over 500. I'm serious look at it. 1 week out Puts. TRUST. SUPER DUPER high conviction. Waiting for Monday at open and literally slamming 30k on AMD puts.

OptionsHuduga

it will recover. its one of the few companies that specialize in inferencing other than AMD and invidia and inferencing is a huge part of the AI roadmap.

Different_Goat3444

NVDA needs to have a AMD week

Goldpeaches32

What’s up with AMD why do people keep talking about it?

music_is_gud

AVGO literally dipped coz Goog is planning to use AMD for its next generation of TPU chips. Hence the correlated pump on AMD. So not "no good reason". AMD has much better momentum rn than AVGO

music_is_gud

AMD might be better this week.

Midget_Molester10

I just like the stock, I've always used AMD cards.

Namtabmal

Hey people who bought MU, SNDK and AMD last week, I have some wonderful dutch tulips for sale! Would you be interested?

Midget_Molester10

Micron, Sandisk, TSM, AMD

Ill-Expression1737

AMD?

Ill-Expression1737

please moon AMD

Murky_Tomatillo2417

I know loosing money can make you try different kinds of trade to try and make it back, I have been here before , just narrow down like 5 stocks that you can do options on, I would recommend spy , QQQ, Nvidia , Amazon, AMD , and always choose one or two to trade on , don’t do long contracts , can always do overnight but not more for now !! Until your bread is up and you are a pro on the game

PaperHandsTheDip

Sure, but people started talking about it elsewhere which signalled that it was a good time to buy. I was buying AMD \~110 give or take, and intel in the 20's as well. So long as it's isolated to that sub I'm staying away. Once it's being discussed everywhere, yah, the signal fades and it reduces to noise. So look at other ones. It's basically a signal of "are people actually gonna buy this, or is it just bagholders discussing their investments / thesis / defending their investments?". If it's the former - buy it as it's gonna go up. If it's the later - skip it as it's going nowhere.

Embarrassed_Tax_3181

You say that but AMD and intel bag holders are laughing to the bank

zin1422

I believe it is overvalued and will fall after earnings. Might do NVIDIA puts as well AMD, AVGO have dumped on recent earnings. Jensen says MRVL is a trillion dollar company which inflated the stock price. Expectations are high and I believe their revenue will be underwhelming Money has moved to neoclouds in the mean time

_Doomer_Wojack_

$AMD and $AVGO are telling two different stories about the same sector and only one can be right for long. AMD: morning star off the lows, up 9.5% this week, calls stacked, sitting 3% under 530. Buyers showed up and stayed. AVGO: rejected hard at 432, down 7% on the same week, the month's gain gone. Chasers trapped, floor at 374.61 under pressure. Same industry, same macro, opposite tapes. That's not noise, that's rotation. Money didn't leave the sector, it changed seats. AMD over 530.13 confirms the switch. AVGO reclaiming 400 with volume says the divergence was just AVGO catching its breath. Watch the spread, not the headlines.

music_is_gud

VCX, AMD, AVGO pls

curiousgeorgeasks

Micron, Samsung, SK sell directly to the companies that integrate the memory module into a finished component, not to the ultimate owner of the device. For **HBM**, the main direct buyers are companies like **NVIDIA and AMD**, which package the memory with their GPUs and then sell these products into servers purchased by end users (Microsoft, **Google**, Meta, Amazon, etc). Technically, these end users also often make their own TPUs, so they do purchase HBM, but at a negligible volume. For **ordinary DRAM**, the main buyers are **device and system manufacturers** (Apple, Dell, HP, Lenovo, Xiaomi, BBK, etc). In this category, **Apple** is probably the single largest global customer, given the enormous volume of memory it buys for iPhones, Macs, and other devices that occupy the premium market class. Google may purchase from CXMT, but they hardly make a dent. If CXMT cannot secure large volume orders, they’ll have to cut margins to sell to smaller customers, never accruING the profits to then compete in the next CapEx cycle against Micron, Samsung, SK. Securing a massive order from Apple can basically ensure that they’re flush with cash to compete. That’s what Apple has consistently done, primarily supporting Chinese/Taiwanese manufacturers to develop and compete at against established companies. It’s hard to understate just how much cash Apple moves around in this industry.

SanDisk_Made_Me_Rich

AMD is the only company in the AI ecosystem that is expected to gain share in GPUs **and** CPUS AMD takes GPU share from Nvidia; takes CPU share from Intel

Burnt-White-Toast

Dell losing 2 accountants and paying millions after cooking the books utilizing exclusivity payments from AMD. The market is not somewhere to be an idealist.

HowIsEmuWarriorTaken

Red open Monday for QQQ and AMD -> I'll donate USD 2k

WickedSensitiveCrew

Yep. SNDK Makes about as much money as AMD with a quarter of the market cap and no debt.

DeadFacesInMyPocket

Not to buy AMD, and not to buy bitcoin. Even today, I woukd have had 630k in BTC AND 5.14 Million in AMD of I had just not followed his advice an held. Realistically I would have sold some along the way for sure, but still I would be mid 30s with, lets say a $2M portfolio.

Busy-Needleworker523

I’m full port short AMD Intel going into expiration this coming Friday 

DeadFacesInMyPocket

I remember back when I was going to throw 20k into AMD when it was $2 a share... and i was gonna but 10 BTC for $2k, but then my financial advisor told me to throw it into some ETF instead. Thankfully I'm doing well, but goddamn man.

Busy-Needleworker523

Yo bro. Check out AMD and Intels stock price and look at March 30th. Quarterly options expiration, AMD had sunk to 192 that day. Then options expire and new ones come, AMD doubles in less than a month. Then options expire again June 30th. Go look at Intel and AMD on June 30th - all time highs. I just short or long with the big boys. August 21st is next expiration and Intel and AMD have been crashing from their highs and recently have had no volume. I think this week they’re gonna crash semis to cash their shorts. 

Ehrenemittent

There are multiple issues with your approach: 1. Identifying as a bear or bull is retarded. Permabears and permabulls get slaughtered. Permabears quickly and permabulls eventually. 2. As a bear you're betting against a market that generally goes up over the long term, so you're already at a disadvantage from the start. 3. Dumbass position sizing and non-existent risk management. The WSB special. Play the market both ways and understand probability. The bulk of your port being long the total market (yes, boring total market ETFs work exceptionally well, even 2x leveraged can work really well) is your foundation. NEVER SELL, just DCA every month. This is the number 1 proven strategy that will beat most professionals and almost every gambling retard. You can make smaller bets on certain stocks based on trends. Watch position sizing. Even small bets (5% total for example) can make a great impact on your port if they work out as a multi-bagger. If you're wrong and become a bagholder, one good week of S&P gains will equalise even a total loss. Now to the fun part: Derivatives (Options and other stuff depending on where you live). Keep some cash on hand as an emergency fund / trading capital, preferably earning interest along the way. No matter how skilled you are at trading, it's always a gamble. You can stack the probability of your trade going your way by making sensible plays (strike prices and expirations that aren't retarded, good entries, technicals, catalysts) but the market can still fuck you or you can fumble the trade by exiting too late / early (early and taking profit is better than round-tripping, another WSB special). Again, position sizing and additionally, exit strategy and stop losses! Puts work exceptionally well as a hedge, which is the entire fucking point of them. Don't use them based on vibes. Use them when shit actually hits the fan to protect your port. Did that in March 2020 and while my port was bleeding, my account value shot up. Exited in time and reinvested gains over time by increasing my monthly contributions. I started out with a 10k port in mid 2018, now it's almost 300k. The bulk comes from boring total market ETF DCA, but I have never had an unprofitable year of active trading (mostly derivatives, but also a 600% gain on AMD stock which I bought in 2022). Didn't even make any trades in 2023 and 2024, just chilling. Now to the final, and by far most important advice: NEVER take a risk that could blow up your entire account.

Capital-Row6633

Long story short, AMD may have started pivoting to neocloud business with their financing of Tensorwave. Both of the companies could greatly benefit the moment news are announced.

Capital-Row6633

AMD bonds settle in T+2 days. Bonds were put on sale on Thursday, and T+2 lands on next Monday Market open. If AMD indeed ends up being the guarantor of the deal where the bonds were sold to buy in Anthropic with their recent 5b share interest and use it as a collateral for the site construction, first tenant deal will be officially finalized and stock price should surge. Beyond that estimates, company mentioned highly elevated interest from hyperscalers and neoclouds in the recent earnings call so any major announcement next week or the week after is the key for stock's price action

Capital-Row6633

and btw yesterday's 10Q filings cite the following > The TensorWave Lease has an initial term of 15 years following commencement of the final delivery phase, with two renewal options of five years each, and is expected to generate approximately $6.5 billion in total contracted revenue over the initial term, excluding any renewal terms or the exercise of the expansion option. The TensorWave Lease also grants TensorWave an expansion option for two additional buildings at the Project Matador campus that, if exercised, would increase the aggregate capacity leased to TensorWave to a total of 650 MW. TensorWave’s obligations under the TensorWave Lease are guaranteed by TensorWave Inc., and the Company has agreed to provide a guaranty of the Landlord’s obligations and a completion guaranty supporting the Landlord’s construction obligations. The effectiveness of the TensorWave Lease is subject to the satisfaction or waiver of customary closing conditions, including Board approvals and the **Landlord obtaining project-level financing**, at a closing expected to occur on or before September 30, 2026 (subject to extension), and either party may terminate the TensorWave Lease if those conditions are not satisfied. There can be no assurance that these conditions will be satisfied or that the TensorWave Lease will commence. The facility is expected to be delivered to TensorWave in phases beginning in late 2027 and continuing into the first quarter of 2028, with TensorWave taking occupancy as phases are delivered My assumption is that AMD might be trying to expand in neocloud relationship business just like NVDA with Nebius and Coreweave and will act as a project level financing/guarantor for Tensorflow deal where the recent bond sales might be a collateral

Reasonable_Goat

Software Engineering (i.e. Customer-Company) perspective: In Q3 2026, I can do 50-70% of Claude Sonnet 5 tasks with a 2k-5k USD AMD strix halo or NVIDIA spark system and a free Qwen \~100B model. I can do 90%+ with a very cheap cloud router (or \~15k local hardware) and free/open recent Deepseek \~300B model. I can use recent free/open GLM/KIMI (\~1-3T) models for 95% of Opus/Fable use-cases, for a fraction of the price. Anthropic has hardly any moat if you ask me. It will just take a few more months for customers to realize they can save 70%+ of their cost by diversifying providers, models, and tools.

lmneozoo

Don't worry bro, I got you beat.  Sold NVDA adjusted split price of $6.25 two weeks before COVID  Sold micron for $89 in 2023 Still holding AMD, but feels bad knowing if I didn't sell anything until know my wife and I would be retired lol

Salt-Specific8814

It's a hedge. By deeply investing into xAI ye can ensure that AMD doesnt get the business. By getting into bed with Google/Amazon and Oracle / Coreweave 5 years ago he slowed the big guys from making their own chips while giving them competition to deal with and lowering their negotiation power. Elon was on the cusp of buying his own fab and he wont so that now. But in the end everyone will win because the nvidia chips are general use, vertically integrated into a full DC and the fastest you can get at the price point without using ASICs

pocketrocketss

All in on AMD and RDDT until EOY. Next year, I’ll be at Wendy’s taking your order

djhenry

My first options contact I purchased was an AMD option. Went from $60 to $360. Easy money. Then I went on to lose around 10K in the next few months.

Moxisxsx

If my ass was a tradable equity the ticket would be AMD (Advanced Methane Distributor)

SubpoenaSender

I sell and I made 50% in two weeks. From 2023 to present, selling options on AMD and other chip stocks, I turned $40,000 into retirement money amounts.

music_is_gud

AMD cald let's goo!!

andytobbles

Huge semi breakout next week, AMD finally broke the trendline today.

Busy-Needleworker523

Short AMD, the semianalysis rumor is BS, and even if AMD and Google work together, at a minimum they wouldn’t start production until 2028. 

Mammoth-History-5772

By investing in AMD

methylaminebb

AMD 800

pocketrocketss

What about AMD?

InvestigatorPlus3229

AMD stole broadcoms girl

ShittyBidet123

AMD 600 monday cause my 550 call expired

music_is_gud

AMD 0dte calls

prana_fish

Not until these $AMD and TPU v10 rumors are addressed lmao.

prana_fish

Turns out it was a SemiAnalysis note that said $AMD working with $GOOG on TPU v10 lmao

music_is_gud

Goog considering AMD for its TPUs. Go read it on the AMD stock sub

Dagger_000

$AMD if anyone is playing it... 514.82 is your key resistance level.... needs to break above that and hold it as strong support for more upsdide...

music_is_gud

Semianalysis report that Google is exploring AMD for its TPUs. Hence also the drop on AVGO

Dagger_000

$AMD... hmmm.... broke above 514.82 key resitance area. if that holds as strong support, 521.30 is the next key resitance. anyway, i aint messing with it in after hours. I dont even know why its up today.

Itry31

Dang AMD to 600 let's go

Nic12312

I absolutely love when AMD rips these bimbo ass shorts… waiting for all the crying and “manipulated” market posts this weekend..

powerboner

Missed 30K selling AMD early…instead I locked up all my fucking money holding AVGO and GOOG just to break even on them. God fucking dammit I hate myself

Nic12312

AMD just said fuk u to bimbo ass shorts.. retail bear like wtf?

NefariousnessDry5100

Sold all my AMD and SNDK for more $NOK sitting on 18,000 shares now

NefariousnessDry5100

Let’s go $NOK sold all my AMD added more shares

InvestigatorPlus3229

Broadcom is losing market share and Google is working with AMD on a TPU project for the v10 generation, according to SemiAnalysis.

Kickboy21

What the fuck AVGO fuck you AMD

bigredhawkeye

Guys why is AMD up in this bloodbath

Open-Athlete-3248

Unironically this, I remember over a year ago everyone couldn't shutup about AMD being the Advanced Money Destroyer.

SteakEater137

rumors that AMD is going to take some of its business with Google, which is why AMD is pumping. thats all it takes evidentially to flip hundreds of billions in market cap.

Prestigious_Rod6969

AMD puts look inticing

throwaway_park_where

Reposting for visibility: $AVGO taking a huge dick, because there is a SemiAnalysis "rumor" that $AMD is working with Google on TPU. Unsure if true, but that's the main reason going around on Twitter (ignoring VMWare security bug). Doesn't matter if true, SA has clout despite their hit/miss history on such calls.

bigredhawkeye

Why AMD up when everything down?

_176_

I've explained my strategy elsewhere. My personal income is around $750k. My household income is $1m. I'm almost the exact same age as you. 90% of my money basically goes into $VT. I buy VTI and VXUS but it's the same idea. 10% of my money I pick stocks that I hold and never sell. I include BTC in that, I bought two for $3k total in 2017. I work in tech so I've mostly invested in tech companies. I bought AMZN and GOOG in 2010 or 2011. I bought TSLA in 2017. I'm still holding those. I bought AMD in 2017. Most of these were $2-5k investments at the time. But most of my money is in a total world index fund. It's sitting at around $8m today. I have a $1m mortgage left on my $3m house in SF. You can look through my account history. I've been saying the same thing for years. You haven't mentioned investing *at all* until 1 month ago when you basically said you can't afford a Porsche, don't have much money, but are starting to invest and have lots of time because you're only 39. Like, that's great, good for you. But maybe take a seat on how smart you are about what the market will do in the future. You sound like an idiot.

throwaway_park_where

For anyone still wondering why $AVGO is taking a huge dick, it's because there is a SemiAnalysis "rumor" that $AMD is working with Google on TPU. Unsure if true, but that's the main reason going around on Twitter (ignoring VMWare security bug).

EdoTensei10

AMD is pumping today, why?

Designer-Note748

$AMD is out there like "fuck yall doing?"

SteakEater137

That would make sense why AMD is up 5% and AVGO down 5%. The power of those rumors lol

ethereumkid

AMD is gonna retrace.