AMD

onerandomcomputerguy

Uhh 50% AMD, 50% MU

WickedSensitiveCrew

It feels like r/stocks wasnt where these stock picks came from. I rarely heard anyone say Rezolve AI or Eos Energy Enterprises was their favorite stock or something to buy long term. NBIS, AMD, MU I have heard mentioned here but some of those other names feels like they came from a different sub.

callsonreddit

That means no cc for AMD?

SlfImpr

YES!! AMD stock dilution coming: [https://x.com/TechNTech42/status/2058248284670448077](https://x.com/TechNTech42/status/2058248284670448077)

callsonreddit

Covered calls PL AMD Yes or no

r_ventura_23

My AMD shares are good now.

ElkQuiet1541

Cathie Wood sold AMD to buy Cerebras, should I do the same? AMD seems overbought but then again everything is overbought now

Saltlife_Junkie

Sold a long time ago. Bought AMD calls sold those and bought puts for Tuesday lol

Trick_Key6742

AMD was a widowmaker for years but ngl the last run saved my dumb ass. I was DCAing from 60s down into the 50s getting roasted by “just buy NVDA bro” every day. Still holding, still not selling, Lisa Su is my only conviction play that hasn’t completely blown up yet 😂

Sleepergiant2586

Good read, while I agree with the possibility of AI Capex reduction but wont happen in 2026 or 2027, Infact 2027 is gonna bring down rates (with the new Fed chair), We are just in 2nd Phase of AI (Agentic), next phase is gonna be your robots, roomba, cell phones, almost all electronic devices with some kind of 'powerful AI CPU or GPU if possible'.. Thats the end goal. We are far from it, Nvidia, MU, AMD, all are pushing out AI chips in different sizes basically for this same purpose. 2027 is very early. I dont expect anything to crash before 2028. Also the Silicon shortage will persist for at least 1 -2 yrs more due to insane demand.

Jorwund

I bought AMD at $100 and sold it at $163. At the time, I thought I was a genius, but now I'm really sad about it.

WoodpeckerCapital167

“Priced sensibly” Yes like AMD, Google, Nvida, tsla, pltr, Apple,……etc When PE went to “ forward earnings “ Get real OP

In_Loco_Extremis

I got caught in a similar spot on AMD during 2025. Took three rolls from original strike of $133 exp June to $250 exp December. Lost about $5k combined for all rolls and wish I had just bit the bullet at the first call to save the months of anguish. Now I only sell cc’s on my turds.

enocap1987

😂😂 they should have done before. Own Nvidia, sold amd for a nice profit. Nvidia is solid but AMD is not exactly value investing now.

HughMan1488

I bought AMD in 2017 and have 3,333%.

Saltlife_Junkie

No I lost 550.00. Sold and bought AMD calls. That post aged very well lol

Alpha_Stock_BigBull

Guess they gonna make a big bet on AI stock. My guess may be Nvidia or AMD.

w-tech

Im curious about this view as I am learning about stocks and there are a lot of indicators that this stock could be a good buy. 1. 1.1 billion in sales up over 41% yoy 2. Adjusted EBITDA - 370m up 62% yoy 3. Net income 167 million last quarter (consistently in the green) 4. 35% increase in members yoy 5. Forward PE of 27 6. Debt to Equity is an astounding 0.20 7. Current RSI of around 40 8. Total valuation is 20 billion 9. Price to book sits at around 1.85 vs AMD 12x, NVDA 26x, Snowflake 30x, compared to other banks, Wells Fargo avgs about 1.3, Chase about 2.4 so its not a great number comparitive to banks but for what people are willing to shell out for other tech stocks its a compelling buy. Sofi seems like a pretty low risk, easy play looking long could easily double in 12 months from its current price of ~16 What are the risks here compared to the other stocks your invested in?

ContactIcy3963

Technicals told me to sell AMD at $7. Never again

Fhyzikz

Short AMD and long NVDA here. Anything under 220 is decent value for NVDA imo.

NeatRevolutionary423

Is it time to short AMD?

NeatRevolutionary423

Is it time to short AMD?

Hermy00

Where do you see weekend trading prices for AMD?

Hermy00

Then i suggest you listen to AMD’s latest earnings call buddy

Specialist_Exam_8433

Nvidia's growth is peaking. It's a quarter or two before guidance goes flat, and I think that's going to happen to other chips like AMD as well. AVGO will take share.

HeftyCompetition9218

AMD was called Advanced Money Destroyer for a long time…

Flat-Refrigerator357

Smart, I’ve been into computer hardware since 2005 and never invested sadly.. used nvidia and AMD since that time too.. if only

CuteHand

Don’t roll. AMD will be back to $380 in a few weeks. Lots of volatility

AyumiHikaru

Dump AMD buy INTC is the only play

bigwood5675

I've been selling AMD puts. Thanks for your patronage!

BangBangOw

If the AMD ones were September you’d be golden I think. I see AMD sub 400, underlying economy is goi mg to fold over eventually and AI circle jerk cannot continue forever with fake accounting. Most margined, and leveraged market ever. 3x SOXL calls are 90% the reason SOXX is getting pumped. Mm’s can’t keep up with the gamma.

Professional-View-94

what made you decide to buy the AMD calls? i saw the news on it but wasnt that announced friday morning or did you know about the meeting prior

hsien88

lmao do you know how many CPUs AMD and Intel sell in China.

hsien88

cpu is not AI chip, there is no export control on CPUs. Intel and AMD sell plenty of CPUs in China. China is Intel's biggest market in the world.

andylikescandy

Takes my back to the money I lost on AMD when it was $2 a share

Rich_Potato_2457

A covered call literally has one job: to call the shares away at that strike price. Let the call do its job and move on. It’s a winning trade. Theres a million other names that have more upside than AMD right now. Move on to the next one

Impossible-Skirt-803

You sold a $400 call on AMD and it's trading at $462. You're deep ITM and down over 418%. Rolling this isn't going to save you, it’s just kicking a burning can down the road. Just buy to close, take the $5.7k loss, and accept the lesson.

Brilliantmels

You’re betting on AMD going down?

cDub3284

If youre not willing to lose them or pay a debit you gotta roll way up and way out.... At first glance looks like around $550 Dec 18 2026 call is basically where you break even on this and roll the call up almost 20%.....but it looks like AMD is gunna keep flying and next earnings is August. Can look at going further up and out to $600 Jan exp but thats only 30% away. Youre probably gunna be stuck rolling until youre tired of managing it and just let them get called away at a strike youre comfortable with.

BultCollectibles

Happened to me with AMD, bought around $1.50 a share and thought i killed it when i sold a little over $2. Had around 1500 shares at the time.

Jadeclone1

AMD currently 481.44 NVDA currently 220.59

ruby_1984

Webull -- BULL You also say AMD like it's done with a 5 year run when it literally has just started.

ssuurr33

As soon as nvda started to go parabolic AMD was a no brainer. Pretty simple. Im close to 225% atm and I went in quite late.

Positive_Bill_3714

I sold my NVDA, AMD, TSLA stock very early. They all account to 2 mil in today's money. I could have retired with that money adding to my existing 1.5 mil. It hurts a lot. My friend asked me recently have you ever lost anything, I explained my story and he laughed his ass off

Sleepergiant2586

They have increased their guidance from 60B to 120B. I am guessing they have good commitments. That was the reason fpr stock spike. I hold both NVDA and AMD and feel NVDA is overvalued for sure. Also GPU demand is flatlining now. We are in Phase 2 of AI (Agentic AI). No more this 'Chat AI' (GPT/Gemini thing). Agentic needs more CPUs. Phase 1 AI : 1 CPU per 8 GPU was the ratio Pahse 2 Agentic AI : 4 CPU per 8 GPU and Intel, AMD, IBM, Cisco and many other claim the ratio could become 1:1 So technically more CPUs are needed for Agentic. nVidia ia unable to debunk this, instead they are now entering CPU race (Vera/Rubin) which practically confirms what others are saying is right. Its nVidia who needs to show now Rev from CPUs.

Intelligent_Top_328

I trusted and still trust Elon. And Nvidia and AMD because I like the technology. I like games and hardware. Worked out well.

Far_Professional384

Always going to miss something (I sold AMD in the beginning of the year bc I felt overweight) and I look like an idiot now but in the grand scheme of things, I was being prudent.

milkywaygalaxy71

Still waiting on AMD to actually post insane numbers.. so much hopes and dreams lately

brillrededm

I believe AMD will print some money. Idk how much. I’l also waiting AMD to drop around $420 re entry

jondubb

The company i worked for at the time purchased desktop computers with AMD instead of Intel. AMD was $4. There are airways signs you just need to make sure you're ready with capital, and never sell everything.

LordMohid

Oof, bad time to bet against AMD. Easiest $600 EOY

Sleepergiant2586

##Probably not a good time to short AMD, Market didn't seem to like NVDA story, They were questioned on CPUs, nVidia threw some $200B number and next day in some interview they got cornered and accepted it was cumulative of China (where China just refused to buy any chips), Also China trip turned out ro be waste. I can see why nVidia went down and Intel/AMD went up. I mean cmon if I were a hyperscaler 'Would I buy CPUs (Vera/Rubin) or from established brands (Intel/AMD)'.. Not saying nVidia wont dominted CPUs one day but not in their 1st year or 1st model itself. Also nVidia venturing into CPU itselfs saying they are accepting the wind is shifting from GPU to CPU. # The only way nVidia can rise now is they got to announce big mullti billion CPU deals with hyper scalers (like how they did with GPUs for all FANG ones). Otherwise Market wonr trust nVidia.

Intelligent_Type6336

AMD because I have some at $3 cb. But I won’t have to pretend.

Most_Lingonberry_409

I think SMH is far enough out it could be okay. AMD idk….

random_agency

PLTR for winner. I'm not so sure a blockade would have the effect you are thinking about TSMC has chip fabs both in US and China. TSMC Taiwanese engineers work in both China and US. I see TSMC could easily bifurcate for China market and US market. NVDA and AMD are both US companies being led by Americans of Taiwanese background. So I don't see how a blocakde would effect them.

mineemage

I sold my Nvidia in late 2023, I think, when they dropped significantly. I think I sold my Meta shares around that same time and for the same reason. Oh, well, I try to console myself with the fact that I at least held onto others, like AMD, Apple, and Cisco. I did sell my initial Intel shares, but I got back in when they dropped even further.

Wonko-D-Sane

Sold 10k worth of AMD at about $5 to do a renovation …. The house ain’t worth as much today

Shredded__

AMD & INTC are just getting started

PaperHandsTheDip

I'm just indexed rn. I'm out of INTC and AMD. I had jan 2027 200c's on AMD from a long time ago and held intc from \~30 to \~60ish. I haven't been in either in a while :/ I got out of many positions far too soon tbh. AI ran harder than I thought

jacku-all

Hindsight is a bitch. If it helps, I dumped AMD when it was $6, Nvidia at $50 etc many years ago.

coding102

Yeah well I wanted to dump everything I had into AMD when it was at $2

judechrist4444

Fair let’s now assume all of these ChatGPT assumptions are true. Does it change the conclusion that Google (along with AMD and the related open-source complex)… Does it change the conclusion that Google will eat away at the closed architecture of Nvidia and OpenAI. Yes you can use ChatGPT for an answer, but love to hear your human thoughts as well.

Informal-Lime6396

> Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough). Please explain

Soundsgoood5

I sold CAT at 800, a week later it went to 900. I sold GOOGL at 350, a week later it went to 400. I sold AMD at 420, a week later it went to 460. I sold CRWD at 600, a week later it went to 700. (And before you ask, I'm probably selling a small amount of MU when it gets back to 800.)

fatheadlifter

Given that OP's post is clearly wrong/a mess, I decided to have AI analyze all the ways in which it fails. ChatGPT 5.5-Thinking model to the rescue: "Yeah, this post is a mess. There are a few **plausible directional ideas** buried in it — Google is strong, TPUs matter, ROCm is improving — but the conclusions are mostly sloppy. Here’s what’s wrong. # 1. “OpenAI sets the cadence of AI progress” is too simplistic OpenAI is still one of the main pace-setters, but not *the* pace-setter. Google, Anthropic, xAI, Meta, DeepSeek, Mistral, and others all push the frontier in different directions. Even Google’s own latest Gemini 3.5 Flash model card shows a mixed picture: Gemini beats GPT-5.5 on some tool/workflow benchmarks, but GPT-5.5 beats it on others like Terminal-bench coding. There isn’t one clean winner. So the post starts with a fake binary: “OpenAI now, Google later.” Reality is messier. # 2. “Closed architecture of OpenAI and Nvidia GPUs” is confused OpenAI and Nvidia are not the same kind of “closed.” OpenAI is closed-weight model/software access. Nvidia sells hardware broadly and has a massive developer software platform around CUDA. Google’s Gemini is also mostly closed. Google TPUs are also proprietary Google-designed ASICs made available through Google Cloud, not some open hardware commons. Google describes Cloud TPU as a Google Cloud web service for Google’s custom-developed ASICs. So saying the future is “open-sourced hardware TPUs and software Gemini” is just wrong. # 3. TPUs are not “open-source hardware” This is probably the dumbest sentence in the post. TPUs are **Google proprietary custom ASICs**. They are not open-source hardware in the normal sense. You generally access them through Google Cloud, not by buying open TPU boards and plugging them into your own cluster like commodity GPUs. Google is absolutely doing impressive TPU work, especially Ironwood for inference, but “open-sourced hardware” is fantasy-land wording. Google says Ironwood is its seventh-generation custom TPU and purpose-built for large-scale inference. # 4. Gemini is not “open-source software” Gemini is not open-source. Google has **Gemma** open-weight models. Gemini is the closed/proprietary frontier family. Conflating Gemini with open source is like saying iOS is open source because WebKit exists. Cute, but no. # 5. Hyperscalers are not abandoning Nvidia They are diversifying. Big difference. Google uses TPUs. Amazon has Trainium. Microsoft has Maia. Meta has MTIA. But they are all still heavily using Nvidia because Nvidia remains the default general-purpose AI accelerator ecosystem. CUDA is not just “a programming language.” Nvidia’s own CUDA Toolkit includes libraries, debugging tools, optimization tools, compilers, and runtime components used across embedded systems, workstations, data centers, cloud, and supercomputers. The post treats CUDA like a moat that magically decays. In reality, software moats decay slowly because they are made of tools, libraries, engineers, deployment patterns, bugs already solved, and institutional muscle memory. Very boring. Very powerful. # 6. “Sovereign nations will abandon Nvidia GPUs” is unsupported Sovereign AI projects want supply diversity, control, and national infrastructure. That does not automatically mean “no Nvidia.” In many cases, Nvidia is exactly what they buy because it is available, performant, and supported. Could some sovereign compute shift to custom silicon, AMD, or local chips? Sure. But “abandon Nvidia” is Reddit astrology unless backed by actual procurement data. # 7. “Large corporates will abandon OpenAI” is also too strong Enterprises are multi-vendor. They use OpenAI, Google, Anthropic, Microsoft, AWS, open models, internal models, and whatever is cheapest/safest/good enough for the workload. Google has massive distribution through Workspace, Android, Search, Gmail, YouTube, and Cloud. That’s real. But it doesn’t imply OpenAI disappears. It implies fragmentation. # 8. “Gemini has unique training data: Gmail + YouTube” is partly wrong and potentially backwards YouTube as an ecosystem/data advantage? Plausible. Gmail as training data? That’s a red flag. Google explicitly says Workspace data, including emails and documents, is not used to train or improve Gemini/Search/other underlying models without permission. Google also says Gemini in Gmail does not train foundational models on personal emails and only processes inbox data for specific requested tasks. So if the poster is saying “Google trains Gemini on your Gmail,” that’s not supported by Google’s public policy. # 9. “Gemini is neutral” is laughably overconfident No major LLM is “neutral.” They all have safety layers, RLHF/RLAIF tuning, policy choices, refusals, cultural assumptions, and product incentives. Also, Gemini has had very public bias controversies, especially the 2024 image-generation fiasco where Google paused human image generation after outputs involving historically inaccurate diversity overcorrections. Google’s own CEO acknowledged problems with the model’s responses. So “Grok biased, Gemini neutral” is just team-sports nonsense. # 10. “Closed LLMs like Grok are notoriously biased” is selective Grok may have bias issues. So do Gemini, ChatGPT, Claude, Llama-based systems, etc. Bias is not a closed-vs-open issue. Open models can be biased. Closed models can be biased. The difference is auditability, controllability, deployment flexibility, and provider policy — not magical neutrality. # 11. “CUDA moat will topple Nvidia” is backwards A moat can shrink, but it does not usually cause the castle to collapse. CUDA’s dominance is one reason Nvidia has been so durable. ROCm getting better is real. AMD has improved. But “good enough” has to be good enough across training, inference, libraries, distributed systems, debugging, deployment, model kernels, support, cloud availability, and enterprise procurement. That is a lot more than “PyTorch runs now, bro.” # 12. ROCm helps AMD more than Google The post jumps from “Google TPUs/Gemini win” to “AMD ROCm is getting good enough.” Those are different competitive vectors. ROCm is AMD’s Nvidia alternative. TPUs are Google’s custom accelerator path. If ROCm wins, that does not automatically mean Google wins. If TPUs win, that does not automatically mean AMD wins. It’s like saying Ford will beat Tesla because Toyota’s hybrids are good. Related industry, wrong causal chain. # 13. Nvidia’s advantage is not only CUDA Nvidia’s moat includes: * GPUs/accelerators * CUDA * cuDNN, TensorRT, NCCL, Triton, NIM, etc. * networking/interconnect * full racks/systems like GB200/NVL * supply chain * developer familiarity * cloud availability * enterprise support * fast model/framework optimization CUDA is the headline, not the whole machine. # 14. Google can win parts of AI without “beating OpenAI and Nvidia” This is the biggest conceptual mistake. Google can be a huge AI winner through Search, Ads, Cloud, Workspace, Android, YouTube, Gemini subscriptions, agents, and TPUs. That does **not** require OpenAI losing. It does **not** require Nvidia collapsing. It does **not** require CUDA failing. It does **not** require TPUs becoming open-source. Multiple companies can win because AI demand is enormous. # 15. The “Google AI complex” thesis ignores customer preference Developers and companies often want portability. Nvidia GPUs are everywhere: AWS, Azure, Google Cloud, Oracle, CoreWeave, on-prem clusters, national labs, enterprise data centers. TPUs are powerful, but they tie you more closely to Google’s ecosystem. That may be great for some workloads, especially Google-native users. But it is not automatically better for everyone. # 16. It ignores Nvidia’s role in serving OpenAI itself OpenAI’s GPT-5.5 page explicitly says the model is built and served on Nvidia GB200 NVL72 systems. So the “OpenAI vs Nvidia vs Google” framing is goofy. OpenAI and Nvidia are deeply linked, but Nvidia also sells to Google Cloud, xAI, Meta, sovereign projects, enterprises, and basically everyone else who wants serious AI compute. # 17. “Gemini will beat OpenAI” depends on the metric On cost? Google may win many use cases. On Workspace integration? Google has a huge advantage. On Search distribution? Huge advantage. On frontier reasoning? Mixed. On coding? Mixed. On user preference? Mixed. On enterprise deployment? Mixed. Artificial Analysis recently ranked GPT-5.5 as leading on GDPval-AA, a benchmark for economically useful tasks, ahead of Claude Opus 4.7 and Gemini 3.1 Pro Preview. Google’s Gemini 3.5 Flash model card shows Gemini is very competitive, but not a clean “beats OpenAI” story across the board. # Bottom line The post is wrong because it turns a reasonable thesis — **Google is a serious AI winner and TPUs matter** — into a pile of overclaims: **TPUs are not open source. Gemini is not open source. Gemini is not neutral. Gmail is not simply training data. Hyperscalers are not abandoning Nvidia. ROCm does not equal Google. CUDA is not about to topple itself. And AI is not winner-take-all.** The better version of the thesis would be: > That version is sane. The Reddit version is finance-bro fan fiction with a TPU sticker on it." Sick burns from an LLM! I don't know why people are so worried that AI produces slop and is incorrect, when it's the humans we need to watch out for.

South_Mix5953

In high school I took part in a stock market simulation game which gave you a fixed amount of money virtually and let you invest it. I was a Warcraft nerd and had no idea of investment, so I bought all kinds of information technology stuff that I knew (Apple, Microsoft, AMD, Intel, Nvidia and Blizzard stocks IIRC). I did not do very well in the game because the timeframe was 3 months and my investments were to low risk. This was 20 years ago. If I just invested the little money I had back then in the stocks I selected, I would not have to work anymore today.

chili01

Did the same with AMD. Sold em at a profit because I thought, "Nvidia has split multiple times by now, what is AMD doing?!"

ihateduckface

I did the same thing but with AMD shares at $3. Sold 1000 to pay for a vacation to Mexico.

Tpk2893

Me and AMD 7 years ago.

CrAkKedOuT

Sometime I look back and see I had a lot of AMD at $9 then some Bitcoin at $500. 🥹

Scared-Signature-452

I am really worried about all my nasdaq stocks. Should I go to all cash for the next few months? does anyone have any suggestions -- I have MSFT, ASTS, META, ROKU, INTC, PLTR, AMD, RKLB

Specialist_Exam_8433

If there's a CPU shortage then why were earnings so mid? I mean when NVDA was blowing out earnings it was crazy, expectations were 20 billion and they would guide for 30 billion. Now we got AMD projecting 11 billion against 10 billion expected which sure is a beat but isn't like with NVDA.

Available-Coffee-700

Workspace is used by SMBS, enterprises use Microsoft products and software enterprises AWS and Azure. GCP goes well because there is huge demand for compute, but still behind AWS and Azure. Also there is no point in comparison between them for AI compute. All have Chips running at full capacity and will have for many years to come, are they gonna disclose how much of the GCP growth is coming due to Nvidia chips? Of course they won't, and sell the TPU story. On other news, nvidia chips saved elon musk bum business from IPO collapse as the 80% of spacex revenue is nvidia chips compute sold to anthropic. And who uses AMD? Zuck who orders every chip available and still doesn't know how to monetize their data centers

jonneh

Heads up bros, this wasn't on my radar > CEO Jensen Huang is set to deliver a keynote on June 1, one day before Computex 2026 opens, where the Arm-based Vera CPU’s advantages over x86 are expected to be highlighted > > GF Securities projects Vera will deliver 1.5x faster processing than Intel and AMD chips, with shipments reaching millions of units by fiscal 2028.

gigachad_destroyer

AMD last year around $100 - everybody was riding the NVDA hype train, to me it was obvious that AMD is a quality company with quality leadership and the only competition to NVDA. GOOG - basically the same idea, back thrn people thought ChatGPT was the runaway winner. And goog also had some legal issues that got resolved.

Dev_Im

Am I wrong? I don't think so. AMD is simply gaining traction because the industry needs an option B. They are far ahead of Nvidia and CUDA. You can't match the vertical ecosystem and integration of Nvidia in one day or a year. And most people still think that Nvidia will collapse once the chips inflows become a standard. I already told you the bigger picture. NVIDIA is doing the same that it did decades ago with CUDA. People have no clue, Nvidia will capture the bigger prize if physical AI becomes the standard.

Got_Engineers

I just don’t understand where all the monies coming from to even create this company like where the fuck does one and a half trillion dollars come from. Think that this company is larger than like some of the other biggest companies in the world. Or is supposed to be worth more than all these other established companies that have exist existed for decades. Or the companies that are the main producers of main components for data centers and AI shit. SpaceX , anthropic and openAI are supposed to have a market cap larger than Intel and AMD combined. Spacex, anthropic and openAI each are supposed to have a market cap larger than Micron, Sandisk, western digital and seagate combined lol. I can’t even say it with a straight face. Like wtf

point_of_you

Also bought INTC in the very low 20s. Only regret is that I sold some at $60 and $80 ...sadly I failed to buy AMD which was obviously gonna follow a similar trajectory

Nearby_Persimmon_649

on the plus side, Nvidia is not overvalued and might be one of the actual best long positions in the AI battlefield. Many other stocks will drop by a large amount eventually when supply catches up with them (I'm looking at you DRAM). AMD will probably drop a lot too once the AI craze peters out. I own a lot of AMD but I think people are buying it on pure speculation. It is over bought and over priced. Yes things are improving rapidly for AMD but NVDA seems to be stronger fundamentally

kim82352

> BREAKING: White House approves secret $9 billion request to acquire cutting-edge computer chips for U.S. spy agencies to deploy the latest AI models, according to the New York Times. > The C.I.A. and N.S.A. cannot fully deploy frontier AI models on classified systems due to a shortage of Nvidia's Grace Blackwell superchips. I guess that's calls on AMD, right?

Available-Coffee-700

Gemini is trash for serious work Zero enterprises pay Gemini Anthropic has committed to GCP including using their Nvidia GPUS Midjourney founder said the cause of missing the train was trying to use TPUs instead of sticking to Nvdia GPUs which caused missing one year of research Gemini is way behind Anthropic and OpenAI on serious AI work and only benchmax their LLMs for pumping their stock. They have zero market share on agentic coding. No one really knows if their LLMS are so unreliable because they they have chose to stick to TPUs, no one can even prove that they never used their own Nvidia chips training Gemini. Of course they will say that they only used their TPUs and both Google and Amazon contracts with Anthropic deliberately downplay Nvidia role in Claude and exaggerate their own chips, understandbly. They reality is they still pay tens of billions for nvidia chips, why not AMD? Google has done a massive pump almost tripling within a year with same fundamentals. You missed the train. PE currently is in historical highs, Microsoft is in historical lows. Investors keep exaggerating with zero inside info and domain expertise that has lead to massive sentiment drift from reality. The market is pricing in already That TPUs and aws chips are a serious competitor to Nvidia for 8 months now this is not news. The reality is Nvidia still has almost all market share on training and the majority of inference. Market is paying AMD 3x the premium for 2 times slower growth than Nvidia. Nvidia still grows 2 times faster than AMD while being 10 times bigger. It's been several years since AI boom has started where is AMD explosive growth? Why only no serious hyperscaler have bought AMD yet apart from Zuck who still doesn't really know what he is gonna do with all these data centers? Market is already delusional enough and almost no investor has serious AI expertise to know that Nvidia still has the 90% of market share and will have for many years to come.

AdOk3638

Fk that, all my wankers moved to AMD. LMAO🤌

SilentHuntah

> Bought AMD at $57 in 2022 when everyone was bearish on tech and semis. Doubled down and bought more at $88 in April of last year. I’m up nearly 600% on it. Always thought they were undervalued by investors and overlooked relative to nvidia. It was only a matter of time until investors saw the AI potential in AMD > > In hindsight I guess I should’ve went all in on SOXL too. I’d be +2000% I still think people were undervaluing AMD WAY too much either due to the PE ratio being high which admittedly was due to the Xilinx acquisition OR Nvidia's CUDA moat AI being tough to dig out.

Primary-Nebula-8907

AMD🚀

No_Database9822

I bought Micron at $170 a long time ago. Trumps trade war started and I was down on that and AMD for many months. When I finally broke even, I almost sold. I decided not to. I’m now up 600%+. Don’t sell.

Mmkeek

Yeah they have been struggling for many years and the BTC Treasury pivot most likely left many investors confused and disappointed. But the fact remains, the company was saved from delisting, they are growing in revenue and the numbers disclosed in filling and in earnings call prove it. They are turning around and as much as it won't sky rocket like Intel or AMD it sure as hell is undervalued as if this moment and very misspriced.

Majestic_Republic_45

I buy the “obvious winners”. Heavily invested in the Mag 7 (excluding Tesla). When they are down, I add more. When the market acts irrational I.e. Russia Ukraine war, liberation day, Iran war, I added a lot more. There are stocks that have done way better in this AI boom, but these are your “obvious winners” and deliver over the long haul. I did start a position in AMD 6 mos ago and was really lucky on that one. Now, I take profits, buildup my cash position, and I’m ready for the next buying opportunity

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

saab93boi

For me it was about disruptive themes. I'm always trying to stay a step ahead and have some exposure in some future theme. Obviously many don't pan out due to macro headwinds, being too early, or just lack of interest like cannabis and CRSPR. But buying at such low market caps your risk level is really low. On the other hand when the themes do take off, you look like a genius. During some time after COVID I had mapped out about 10 themes I really wanted. Included were space, quantum, and many of the parts of the AI build up. I usually try to choose 1 stock I think would do best. When the theme runs, they all usually do well so you win regardless. I jumped in RKLB at 3, QBTS at 1, and AMD in the 60s. Those have run hard and I've held on most. Only ones I've trimmed are QBTS because it still felt speculative to me. Those stocks have taught me to have more confidence in my conviction, so when I discovered NBIS, I decided to invest more this time around. I bought in the 20s/30s and have held every single share since. What helps for me is that I'm not much of a trader. I have a long term investing mindset and don't need to stare at the monitor all day watching every tick up and down. I buy, I hold and the payoff has been great. But I'm still holding some losers for a while as well like PATH and OUST (bought as VLDR).

Got_Engineers

I just don’t understand where all the buddies coming from to even create this company like where the fuck does one and a half trillion dollars come from. It breaks my brain thinking that this company is larger than like some of the other biggest companies in the world. Or is supposed to be worth more than all these other established companies that have exist existed for decades. SpaceX , anthropic and openAI are supposed to have a market cap larger than Intel and AMD combined. Spacex, anthropic and openAI each are supposed to have a market cap larger than Micron, Sandisk, western digital and seagate combined lol. I can’t even say it with a straight face. Like wtf

Level_Agent_2955

bro solid list you got here. a mix of "build the pickaxe" plays and pure speculation. here is my honest breakdown after tracking these. Quantum (IONQ & QBTS) — watchlist only for now. I know the growth numbers look insane like IONQ grew revenue 755% to $65M but they are still burning $330M a year. QBTS has weak sales too only $2.9M. The whole sector lives on government grants right now like the $2B quantum fund but these companies will be burning cash for years. Too risky to bet big on. Keep them on a watchlist. Palantir (PLTR) — solid but expensive. The business is growing fast 71% guidance for 2026 and earnings keep beating estimates. But the price is just too high. It trades at a P/E near 150 while NVDA trades at 41 despite similar growth rates. People call it the next Nvidia but the valuation leaves almost no room for error. A pullback would hurt. Broadcom (AVGO) — the real AI winner. This is the pick for me. AI revenue is exploding up 106% to $8.4B in Q1 alone with next quarter projected at $10.7B. Total revenue forecast at $22B for Q2 thats 47% annual growth. Citi called it the top semi pick for 2026 with a $500 target. Strong profitable business not just hype. TSMC (TSM) — the foundation of AI. TSMC builds everything for Nvidia Broadcom AMD. AI demand is "extremely robust". Shares are up 33% YTD. The only risk is margin pressure from overseas fab expansion and Taiwan geopolitics. A solid long term hold but maybe not the fastest grower. The Next Nvidia? Broadcom is the best positioned. It supplies all the hyperscalers unlike Nvidia which is more concentrated. Palantir valuation makes it hard to see Nvidia-like returns from here. I do my research with Runable just pulling financials and tracking analyst targets for all my picks. My take: Buy Broadcom. Hold TSMC. Watchlist Palantir. Skip quantum for now till they prove they can make money not just burn it.

1distancing

You’re so right! Nobody can predict the future, some probably lost money trying, but atleast some of the early winners admit they were partly betting and hoping the market would eventually agree with them. I’ve been looking into quantum computing stocks lately, but it’s hard for me relate to all the people buying Tesla, AMD, Nvidia, or APPLE early when those stocks were hated, because those companies were risky and unpopular but they were still selling real products and had some proof of demand.. With a lot of quantum names, it feels more like betting on a future industry before it’s clear who will actually make money from it. The trend might be real but picking the winner seems like a completely different level of risk and I don’t know what to do :))

Illustrious-Ad-8103

Going off stock price to explain why a company sucks is exactly why you have no idea what you are talking about, with that logic AMD is significantly better than NVIDIA

Signal-Shoe-6670

If you already own a global index fund and want some concentrated AI exposure, I’d personally rather own the infrastructure chokepoints than the speculative edge names. TSMC and ASML are interesting because they sit underneath almost the entire advanced compute stack. TSMC manufactures chips for Nvidia, Apple, Google, AMD, Broadcom, Amazon, etc. ASML supplies the EUV lithography machines required to produce leading-edge chips not just for TSMC, but also Intel, Samsung, Micron, SK hynix, and others. There are real risks (especially geopolitics with Taiwan), but these are deeply embedded, hard-to-replace companies with enormous technical and ecosystem moats, and expanding. That feels very different to me than betting on who wins speculative quantum computing 10 years from now.

SkepticalInvestor21

Nice timing on AMD! That's a solid accumulation strategy - buying in chunks like that reduces the FOMO of all-in entries and the regret of all-out exits. AMD's data center GPU ramp is the real story now, not just Ryzen. The MI300 series competing with Nvidia for AI inference workloads is what's driving institutional interest. You holding through earnings or planning to take some off before?

BottleMedium881

With only $3k, I’d be careful using weeklies on AMD/MU. They’re cheaper, but the decay and timing risk are brutal. Far OTM LEAPS can also be a trap because they need a huge move just to matter. If you’re bullish but capital-limited, look at defined-risk debit spreads or smaller position sizing. Don’t let expensive premiums push you into lottery tickets.

SkepticalInvestor21

This kind of rapid price hiking during the roadshow is actually a pretty bullish signal - it means institutional demand came in much stronger than the underwriters expected, and they're being conservative about leaving money on the table. That said, the IPO pop can be misleading. Look at where it trades 6-12 months after lockup expiration when early investors can exit. The valuation math still needs to work, and at these multiples Cerebras needs to execute flawlessly on a market that NVIDIA and AMD are fighting hard to protect.

1distancing

What about quantum stocks like $INFQ? a lot of people say the tech is still unproven, not commercially ready, and unsafe as an investment, basically it’s a bubble. Would you say that other stocks like AMD was viewed in a similar way back then? Considering they actually sold real products, or is quantum a totally different kind of risk?

Manodactyl

I bought 100 shares of AMD like 15 years ago at $3 because a co-worker of mine said he was shorting them. No other reason than that. Every time it would dip he would thank me for letting me borrow his shares. I think it got down to like $1.50 and I remember think to myself, well damn maybe he was right to be shorting them. Since they basically were worthless, I just chalked up the L and basically just left them alone. Just sold 25 shares last week.

SkepticalInvestor21

Solid analysis and smart decision. Those valuation multiples tell the whole story - 67x P/S is pricing in absolute perfection plus significant market share gains in an intensely competitive space with Nvidia, AMD, and Google all throwing massive resources at the problem. IPO day hype often masks the fundamental math. A company needs to grow into that valuation over many years with zero execution missteps. The institutional investors who got in at lower valuations in private rounds will be looking for exits. Worth watching where it trades after the lockup expires.