AMD

brillrededm

https://preview.redd.it/62g3emjnt1hh1.jpeg?width=1170&format=pjpg&auto=webp&s=fc58b9b0a30491f8a3c48c62b16bd8d63f49224d MSFT earnings play that I chicken out 1 day before earning with loss of $4600, could have been my biggest win. the worst part I used that capital to open AMD calls 08/05/26 495 and it’s only value 30% so it’s been horrible week. I’ll ride during earnings

bidahtibull

AMD puts.

kemar7856

We got AMD,pltr,alab, scandisk,Wd and spacex earnings this week

Severe-Selection-256

AMD 530 mon 550 Tues weds ATH earnings 

Flat_Bit_309

So I’m new to stock. About 3-4 months before the crazy up of AI, i bought every dip on stocks like AMD (205 average) Micro 380 Average, sandisk 600 average, asml, $1300 Average. The value was about $1m, I was up and down $100k every day swing. I said if I ever got in front $20k, id sold.. on april 14th, i sold everything. ☠️☠️ rebought amd multiple times and resold, $265, $280, $320 etc. so instead of being up more than $1m in profit, I’m only up $100k usd… 😩😞

ManBearPig_1983

Poots on AMD. Calls on LLY

ApathysLastKiss_

Palantir, SpaceX, AMD, ONsemi, Arista, SanDisk, Rigetti This week is gonna make or break the next three months for the tech trade

george_alto

Interesting analogy. I view it a bit more simplistic. Nvidia is drowning in cash and instead of giving back to shareholders via dividends and thereby be perceived no longer as a growth company, it is putting it's money to work acting as a Venture Capitalist. Some investments will pay off big and others will fail. But it's like stock investing, not every investment will be a home run or even profitable. You just need a couple to hit it big and it makes up for the ones that didn't. And of course, these companies will buy more GPUs from Nvidia. But they also buy more from AMD too so these investments are helping the whole AI ecosystem.

oojacoboo

Nvidia is doing this so they can protect their unrealistic margins. That’s it. Under normal market conditions, as customers slow spending, or refuse to buy at your overinflated prices, you’re typically forced to lower your prices. If Nvidia lowers prices, their stock tanks. If customers slow purchases, their stock tanks - as does the AI buildout. Its creative and it’ll probably work. But I’m not bullish on Nvidia, that’s for sure. The creativity to protect margins is a warning flag. I actually don’t think this is as much of a warning for the industry as a whole, though. Accelerators and neoclouds are deploying ASICs, acquiring AMD GPUs, etc. This is a last ditch effort to protect their margins and keep customers in their ecosystem.

RealisticOkra6567

Please give me 400 AMD

CustomerSingle3173

AMD will buy NVDA in 10-15 years buddy

Bob_the_peasant

AMD puts I hate to do it because I love the company but it’s just not worth this much

snbgames

100%. I use stops and limits so the morning after they immediately sell. So far a 70% win rate. Somehow I don’t think that’ll last. I really think it’s important to pick the right ones that move a lot every earnings. SPCX, and PLTR are next up. Maaaaybe AMD if there’s enough liquidity at the money.

Small-Row8973

Just to be clear, NVDA was not a penny stock 20 years ago. Nvidia and ATI were the two biggest graphics card makers in the world and the two companies were like the Coke and Pepsi of graphics companies. And this was after a couple years of very intense competition where many other competitor companies went bankrupt or were bought out. ATI ended up being bought out by AMD. And Nvidia went on to become what it has become. So, just to clear, Nvidia was already a company which showed a lot of promise, so it wasn't just some penny stock that my brother picked willy nilly. My brother had some knowledge in this area and did quite a bit of research into this area, and had a good idea that it might be successful. My brother worked in Silicon Valley and worked in the computer graphics industry, so he was more knowledgeable than most people. That is why he made his investment, It turns out he was 100% correct. And I agree with you that it is 1 in a 1,000,000. Or possibly less, but it can happen. It doesn't mean anyone can do it. And it doesn't even mean that even many people can do it. But for the few people that can pull this off, they are richly rewarded for their insight and early moves! And putting $5000 into Nvidia is really dumb? Where did you get that take? If Nvidia failed as a company and went to zero? The guy loses $5000. Big deal! But if on the other hand, the company does incredible and the stock takes off and the company becomes the biggest company in the world, the guys investment can take off and go to $25M. An excellent risk-reward situation in my opinion. I'm not sure how anyone can justify that move as dumb! Maybe that person is just extremely jealous that they were not "dumb enough" to also purchased 1000 shares of NVDA 20 years ago? lol.

quietlydesperate90

You have AMD backwards, openai has an option to get 10% of AMD after certain conditions are met.

micheelay

Potential sales on AAPL NVDA AMD and SNDK this week woohoo

Routine-Shoulder5785

AMD calls or puts?

Temptedourattempt

AMD and RIOT calls 🤞🏽🤞🏽🤞🏽

longisthewinter

How do you feel about AMD and DDOG?

espkv

OpenAi has a partnership with AMD, getting up to 9% if certain milestones gets reached, the full 9% being at 6-gigawatt of chips purchased and AMD reaching 600$ a share.

theJimmybob

$AMD reports earnings Tuesday after the close with a $49.64 or 10.43% implied move Next day performance after the past 8 reports: 📈-18.61% 📉-17.31% 📈+2.51% 📉-6.41% 📈+1.76% 📉-6.26% 📉-10.61 📈+4.36% Avg. move: 8.48%

Rad7221

That’s exactly what I do but I have more cash in a given time than you, I guess. I had about 10% only at tariff dip as far as I remember. I do degen stuff here and there too, but I mostly buy great companies when people start hating on them. Despite this, including my cash positions, I’m still beating my index investments. If I were to invest full portfolio in indices, I would be less up then I’m, and guess what, if I was full portfolio in indices, most of the money would be taxable which is for me basically 50% loss. However, my cash taxes are fully paid off thanks to loss harvesting each year. So yeah, it’s simple as that if you can go against sentiment. The problem is everyone loves to say buy low sell high, but when times come, it’s not easy to buy the dip because whatever sentiment it was to draw it dip down, it was real! It’s real you too feel it, understand it, but still buy it. For me the hardest thing is not buying dip it’s trimming at the top. I trimmed AMD too early. Now I’m up 500% but position is too small. I did not trim VRT on a generational run for the fear of taxes and now it’s down 30+% from ATH, still 3X my money in it. It’s funny that I feel exactly the same about Meta. I cannot just believe the long term of good in social media companies. I feel like we could totally hit a wall as a society as far as social media goes. I bought the TGT dip too. 5% dividend, boring as hell but still up 60+% from when I bought. I remember when I told my friend I’m buying TGT he is working in a reputable hedge fund, he told me TGT is not going anywhere, I’d not buy. Well, guess what, it actually did go a lot.

likwitsnake

> AMD also has option to get 10% of OpenAI stake.. You have this backwards, OpenAI gets 10% in AMD

onerandomcomputerguy

AMD has the chance to do the funniest thing

Ivegotworms1

I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.

Alternative_Cup1267

Whoops, I meant AMD

jraiv420

Taco pump Monday then Tuesday another pump off of AMD earnings and SPCX earnings CapEx increase for XAI

Dazzling_Still_4583

I mean I put him in the background and cus of him got AMD 200% up , elf 50% up sooo 🤷‍♂️

CharmingThirdTime

I keep things pretty simple lol. I’m holding AMD because its been pretty good to me and have 2 active swing trades right now that I’ll get rid of next week + a bit of dry powder if I need to spend DCA money on my swing trades - thats it. For how long have you been all in on GOOG?

Phantom400

So my AMD puts are gonna print i just gotta turn the screen upside down

Clearsky_Beyond

Thanks TACO. I'll buy AMD.

TheSquirrellyOne

since you seem to have the Midas touch, thoughts on AMD at the moment?

Y0tsuya

CUDA equivalents are nothing new. AMD has had ROCm for quite some time now. The problem is ecosystems are sticky. Developers have been trained on CUDA and are familiar with it. nVidia GPU with CUDA is still the industry-leading benchmark. What can these other vendors offering to get devs to ditch CUDA for their own equivalent? Nothing compelling.

Independent-Egg9086

Donald Pump bought AMD/SANDISK calls on Friday, so war is on pause until next weekend.

ThetaEdgeHQ

Nice pull. One thing on the PLTR read though: with a sample of 8, the mean is getting dragged hard by those plus 24 and plus 23.5 prints. Strip those and the rest cluster a lot closer to the implied 9.7. The straddle isn't priced off the trailing average anyway, it's priced off the forward distribution, and the market is telling you it thinks the fat right tail is less likely to repeat than a naive backtest suggests. Whether it's right is the actual bet. The deeper point is that PLTR's history is not symmetric. Those huge moves are almost all to the upside, so a straddle buyer here isn't betting on a big move in general, they're betting specifically on another upside surprise continuing. A strangle seller collects on all the small pins and only gets hurt on that same right tail. So both sides are really taking a view on whether the upside surprises keep coming, not on realized vol. On AMD, fair on average is not the same as safe. The distribution is bimodal with those plus 18.6 and minus 17.3 tails, so priced fair just means you're being paid correctly to sit on a coin flip, not that premium selling is low risk. The average landing dead on the implied is exactly what you'd expect from a fairly priced binary, not evidence it's calm.

mastro80

Selling both directions OOM on AMD sounds like the play from your data.

SloppyJoesToe

Odds they pin AMD to kill premiums?

Happy-Champion1661

I dont like 3x on semis simply because they are such "free money" that this one of the few ways you could end up being right and not get paid and if you are right the returns are so good anyways. Also I like memory more than stuff like INTC, AMD.. basically semis at 150PE or 30-40fwd PE. but I do agree this is "the bottom", 2x is probably the sweet spot after you consider Iran risks and volatility is still elevated.

JayWhizz007

Anybody thinking semis stories is done will be in for a major surprise in August as multiple semi companies from $AMD $SNDK $ALAB $AAOI that report this week and many more next week that will re-iterate how big the AI story and spend is. The de-leveraging happened right at the beginning of their earnings report. If you think the MM didn’t play you or if you turned bearish you fell for it. Now watch August tear your bearish stories and you turn bullish late when the tutes have already bought in and again you start chasing. Seen this cycle many a time.

PaperHandsTheDip

Yes. A few interesting ERs next week (AMD, SNDK) to keep an eye on.

Due_Marsupial_969

That was me when I dumped Micron at 124. AMD at about the same price. I can go on. Glad I took a few for the team, I guess

SanDisk_Made_Me_Rich

In this environment, only buy stocks that have a clear & direct thesis with sex robots ✅️: Micron, SanDisk, Seagate, Western Digital, SK Hynix, AMD 🚫: Apple, Roblox, Reddit, Coinbase, Robinhood, Teladoc, UPS

just_a_limit_q

I bought AMD at about $2/sh and exited at $16/sh. I'm still happy with the decision I made, but it is weird to look with hindsight. I also have bought many, many investments for the same reason I bought AMD which later went to a massive loss.

PositiveChemistry710

So how do you evaluate Nvidia, AMD, Intel, AVGO (Check PE RATIO for them). Old memory cycle before AI and after AI is different. Market started realize it is the same value as like GPU producer.

Iwubinvesting

I am smarter than the market. I bought the google dip. I bought the AMD dip. I bought the MSFT dip. I BOUGHT THE GME DIP. I AM SMARTER. No i will not post my loser stocks.

Useful_Alarm730

I have similar approach as OP, meaning roughly half etf, and half hand picked, closely followed stocks. My life time average is also similar to OP, beating the market by 2 to 3 percentage. I have been investing 20+ years. People say you can't beat the market, even pros cannot. That is a lie, I can tell you that. I know two money managers, and while they fail to beat the market for their clients, they have almost always beat the market in their own personal accounts. The reason is: there is no management fee, and you do not have to explain your move and justify it every few months. Like currently my account has 20% Amazon, and10% AMD. I held them for over 18 months now, and plan to hold for another 5 years. I am not going to get into argument with anyone whether it is a smart or stupid decision, but I am happy I don't have to explain my decision to anyone. The thing with index etf is, you own a lot of sleepy, do-nothing companies, together with the brilliant ones. Cheers.

verified-trader

**BanBet Lost** — /u/Molten-Helldiver (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $491.67 → $500.00 | +1.7% | 1d | Lost |

Phantom400

AMD might pump it if it hits above $500 but doubt it

WickedSensitiveCrew

I clearly gave the exact time frame January 2021. It wasnt just GME it was 50 stocks. Other stocks locked out during that time period were RYCEY, AMD, SBUX. I actually looked it up and [there were debates](https://www.reddit.com/r/Amd/comments/l8xbqi/robinhood_limits_buys_of_amd_stock_to_1_share/) about how this was legal back then too. Still no idea how it was allowed.

NobodyCares127

When I was a freshman in High School (early 2010s), I had to do a stock trading assignment for Civics. My parents are moving out of my childhood house and into a new place with my girlfriend and I, and I'm helping with packing everything up, and I found the notebook I had my notes from the assignment in. I had essentially added anything to my "portfolio" that had anything to do with gaming. I had 1000 shares of NVDA, 1500 shares of AMD, 250 shares of INTC and TTWO, and then a couple of other small ones because I needed to diversify). I just about killed myself when I did the math on that (50k starting balance originally for the assignment, worth about $8.8M now, with about $20k in dividends paid). At least I never actually OWNED those shares....

jeromewatdoink

So new deepseek is at opus 4.8 level at \~20x lower cost... Here's what it means according to AI. it will trigger Jevons' Paradox: lower cost per token doesn't kill total hardware spend, it drastically expands the addressable market for deployment. | Ticker | Primary Driver | Short-Term Impact | Medium / Long-Term Impact | | :--- | :--- | :--- | :--- | | \*\*META\*\* | Open-source strategy validation + lower inference overhead across billions of app users | 🟢 Bullish | 🟢 High Margin Expansion | | \*\*AMZN\*\* | Slashed deployment costs drive massive customer volume growth on AWS | 🟢 Positive | 🟢 Strong Cloud Growth | | \*\*MU\*\* | Mixture-of-Experts (MoE) architectures remain bottlenecked by HBM & high-speed memory | 🟢 Positive | 🟢 High Structural Demand | | \*\*AMD\*\* | High-memory bandwidth GPUs become very attractive for budget-conscious inference nodes | 🟡 Volatile | 🟢 Market Share Gains | | \*\*NVDA\*\* | Potential CapEx slowdown fears vs exploding long-term global inference volume | 🔴 CapEx Uncertainty | 🟢 Volume Re-Expansion | | \*\*SNDK\*\* | Dataset caching and local enterprise model storage requirements | ⚪ Neutral | 🟢 Mild Positive | | \*\*NBIS\*\* | Lower unit compute pricing compresses margins unless utilization scales rapidly | 🔴 Pricing Pressure | 🟡 High Volatility / Opportunity | | \*\*INTC\*\* | Slower hardware adoption relative to ARM/Nvidia server architecture | ⚪ Neutral | 🔴 Structural Lag | \*\*TL;DR:\*\* The market will likely freak out short-term over potential GPU CapEx cuts (hit to NVDA), but long-term, ultra-cheap inference accelerates enterprise adoption and hugely benefits Hyperscalers (META, AMZN) and Memory (MU).

Own-Recipe5908

I remember when AMD floated between $2-4. Holy shit that run up was insane and I saw too aggressive selling on multi hundred percent gains. Still had some shares from that range as late as 2024, but they're gone now.

Allout-Okarun

My flair used to be “AMD to 90” and I wish I still had that account. Fucking auto mod. This was when AMD was about 70 and people laughed at the thought of it going up. Advanced money destroyer how far its cum

Repulsive-Budget-380

Yes, I got around 1/3 of the virtual gain in past few months with OTM CC. I intend to take the original MU/AMD/INTC shares with me to the next world. Don't need the M in this world.

mazsive

Everything goes up and down! Even blue chips! Fundamentals never changed! Everything moving in sync is annoying lol, like AMD, intel, mu, SNDk, Hynix, etc etc. One crashes others follow.

Alternative_Cup1267

Need Bill KOSPI, AMD and Sandick earnings to pump dram to 60 by Friday or else I lose my house 💔

bidahtibull

I cannot see AMD going up. Theyre giving their gpus away for free to Anthropic and OpenAi.

hellweek334

Until one day nvda does an AMD and goes to 500 and you’re up to 6m

JayWhizz007

Why are so many people negative about $MU it can easily hit 1000 by end of next week.$SNDK and $AMD earnings coming up which will be cataylsts

NotMe357

AMD Earning is on Tuesday next week. If demands for AMD's products are high then it just confirms there is still room to pump A.I. We just need to fix Iran war....

Jerikolol

TSM? AMD? some photonics?

NobodyCares127

NVDA: yes, especially at this price AMD: probably, but forward P/E is getting slightly sketchy. Earnings will probably determine if they can maintain this price for another quarter, but I wouldn't be surprised if it drops even with a full beat

NobodyCares127

Eh. I'm betting we end next week green after SNDK and AMD earnings boost us a bit, but then the week after will probably be red

K_GaTu

All the news about memory lately, but AI hardware stocks like Nvidia and AMD still looking good or not?

MadSkyGlider

AMD dip buyers?

verified-trader

**BanBet Created** ▲ | **Record:** 5W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $520.00 (above) | $479.74 | +8.4% | Aug 3, 11:44 PM |

hftrobo9285

!banbet AMD 520 3d

Lorddon1234

Ideally, you want to link the racks without cutting them in the first place. AMD is taking a different approach and has more HBM per rack vs NVdA. However, its next generation GPU is more expensive

Common_Ad_3059

you know if SNDK goes up, MU goes up and AMD also lol

Winter-Data-2065

Which of these AI/software/space stocks will have a high possibility to crash after ER next week? and why? ANET, AMD, ALAB, WDC, SNDK, APP, NET, DDOG, TEAM, OKLO, SPCX

Nearby_Persimmon_649

I have held AMD and NVDA for over 20 years. This is different, quite different. The demand is escalating because of new things, not just PCs, servers and playstations. Robotic automation, AI ...

andytobbles

AMDs run is almost identical to NVDAs. Massive rally into flat for a while, everybody thinks it’s done for and goes short only for it go on another face ripper most likely. The graphs are borderline identical when you look at them. AMD is just still in the early stages of its run.

NiceOwner

AMD gonna tank.

andytobbles

Sold AMD for a 60K profit this morning at 513. Had a feeling a drop was coming

andytobbles

Monday will be brutal I imagine. Thank god I took profit on AMD when it rejected the daily 50

Accomplished_Job5938

TF happened at close to AMD

PaperHandsTheDip

Really depends on ER's this week. AMD, SNDK, WD, ON will impact market / sentiment.

Candid_Consequence94

Shorting AMD today worked great!

Damerman

Play disco elysium... Take care of newborn and toddler and then look at charts before futures open sunday night. Gonna focus on AMD, QQQ, NVDA, GOOG, MU, VRT, BE, LITE, CRM.

homewrecker07

out of cash, one finally yolo. AMD 500C

guzzledglizzy

AMD will become Advanced Money Destroyer once again!

guzzledglizzy

Way otm AMD puts for earnings

gamersEmpire

AMD up 13% or more after earnings or during the earnings day mark my words

DandierChip

Loving AMD

Heliosium

Nope I bought AMD calls right around the LOD of NVDA/MU chart, so it will crab until expiry. Sorry

Candid_Consequence94

Puts on AMD!

Phantom400

Not yet my AMD calls need to be saved

Phantom400

AMD, daddy is telling you its ok to go to $500

CMDANDCTRL

I bought 25K of AMD at $2 and sold at $8 thinking I was the next warren buffet would be worth 6.2M at $500 p/s ...

Phantom400

Come on AMD hit that $500

Candid_Consequence94

Should I short AMD again?

pleasualin

yeah Are you planning to bet on AMD?

aupperk24

AMD kicking my ass rn. have done nothing for like 3 hours. Theta giving me a rimjob

Accomplished_Job5938

I hope no one actually did this. I did buy AMD calls but for 8/10

pmurt007

Was up 400% on my AMD calls at open and saw a few people say it's running to 550 so held like a greedy asshole and now it's down 80% lol

eucalyptustree7

What’s a good options play for a beginner, looking to spend around $30,000. AMD?

anonymous_ghost-1

It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.

Special_Economist803

Next week AMD 😁

BankofBroke

Anyone playing AMD for next week?

Schytzo

I didn't sell my AMD calls at open because I had an appointment. Pretty sure I am fucked.