AMD

stonkmc

My port is 650k and it's all in AMD rn! Lfg 2026!

graps2

Post the 650K on AMD liar 

stonkmc

Bought 650k in AMD shares today, yolo Merry Christmas !!!

BiblicalAss

why not just buy AMD

RepulsiveDisaster671

AMD will hit 300$ before 2027

Crazy_Donkies

Groq AI bought for $20b.  Low cost inference. Might sell AMD.

Total_Comfort9208

Disagree. S&P hit all time highs thanks to rotation. Most of OP's stocks aren't anywhere near ATH or 52-week high so some good upside potential. NVDA and AVGO are trading at fairly discounted forward PE and listed as top stock pics on most top analysts charts for next year. As for Oracle, although I've not yet personally bought, I think the street overreacted to earnings call and debt issues - this should pump through 2026 given the solid fundamentals. As for AMD, HOOD and Coreweave, If it were my money, I'd hedge by selling Jan 27 ATM calls. Should get a decent premium with downside protection.

stonkmc

Bought $650k of AMD shares today Merry Christmas mfers

stonkmc

Yolk's 700k into AMD shares today lfg

CEOofBeanz

I have more AMD than you at $127 bro, relax

markhalliday8

I feel that's only good advice if you have somewhere else in mind to put the money. If you sell AMD, do you have another stock in mind? I just hold a few solid stocks and keep my money there. 75 percent in stocks, 25 percent in cash. S&P is always a safe bet if you are having doubts. Just average in over your lifetime and retire comfortably.

Ok-Analysis4121

Need AMD to pull a 20%+ like the good ole days. Come on gyna

Expert_Context5398

1) Only profitable EV maker in the world. No one buys auto companies stocks, which you might have figured out when doing any research. They are historically bad investments for a reason. Why do you think Ford has been in business for nearly a century and is only worth $50 billion? You should ask yourself that and then come back to me. 2) P/E ratio isn't very applicable to companies with R&D invested into future growth. You can't possibly calculate the value of FSD and Optimus into P/E because the value is immense. P/E is most relevant when comparing companies at mainly mature stages. Such as Target vs Walmart because these are quite mature businesses that aren't going to have massive changes to their business structure. Just your own assessment of this is just wrong. The auto industry having a low P/E isn't a symptom if it being a great investment. Anyone looking at a company, by your logic, would buy that stock up because of the low P/E. Yet, why aren't they? Because it's a bad investment, period. The auto sector isn't a good investment, hence, why people don't buy auto companies. Why do you think there's a difference with TSLA? Because people are not treating it as an auto company, which you seem to be stuck on doing. 3) They aren't behind Waymo. You just don't understand how their strategies differ. I can go into this but you're entirely wrong on this. I can use FSD in NYC and have been without any critical interventions for the past six months. Can I use Waymo in NYC? Nope. So how is Waymo ahead? Nevermind the fact that Waymo loses billions of $ every year, which you might want to add. 4) Yes, there are hurdles to anything - particularly groundbreaking advancements in technology. High risk, high reward. Low risk, low reward. People who don't like risk should buy index funds. People who like risk and want to be rewarded for it should buy companies like TSLA, AMD, etc., 5) "At some point, you have to realize you are being ripped off." They have $30 billion in cash and cash equivalents with basically no debt in their business. They are involved in energy storage, energy generation, and many other facets of what the future will look like. You keep saying it's a meme stock. You're not understanding that a $1.5 trillion dollar company can't be meme'd. The only way for the stock to gain that much traction is if there are institutions supporting the stock. This isn't a $2 billion dollar company that can get meme'd by a horde of retail investors. It's mathematically impossible. Look, you have your POV and that's fine. But you're looking at this company very incorrectly. I've been investing in Tesla for over a decade. Your 'concerns' aren't new and have been rehashed many times. Are there major risks with investing in Tesla, especially at this price? Yes. But there's also huge upside. Just FSD being L4 capable would instantly make Tesla the most valuable company based on sheer data. Optimus would make it magnitudes higher. And whether people want to believe it or not, self-driving and humanoid robots will be the future. That's what people are betting on. That and the fact that the guy who owns this company is also running a space rocket company that has been proven to be one of the most successful companies in human history operating in a field that is one of the most difficult to be successful in. But go ahead and do you if you're still comparing TSLA to Ford, lol.

markhalliday8

No, I bought in early and think AMD is a long term hold. They might not catch Nvidia but the markets growing and therefore they are going to grow.

_stinkytofu_

Do you have a sell point for AMD at all for profit taking? Missed our high and holding strong but wondering if I should take profits and pivot to energy for the data centres? And if so, which?

BranchDiligent8874

NVDA and AMD may be headed for deep pain if that happens. They are the one making money, hand over fist, selling shovels.

rolivetti

Hi voo and chill is probably the right answer but if you want higher risk with possibly higher returns, I would try for something that is still small now and has a good chance of being big. A company like sofi or AMD. I think both of those have a good chance of being much bigger in 20 years then what they are today

BranchDiligent8874

We need to make a new post to discuss this because I am not able to figure out what else can they do to prop up AI investments which are not yielding much revenue growth right now. Nvidia has already sold around 100+ billions worth of it's chips in exchange for equity in companies like Anthropic, Coreweave, OpenAI etc. Same with Oracle, Microsoft, Amazon selling their cloud compute time for equity. AMD and OpenAI did another circular deal involving exchange chips for shares. From what I have seen AI tools are getting better but nowhere the point where they can generate revenue to the tune of 30-40 billion to start with. They need to generate 200-300 billion revenue to justify the expenses. IMO, investors are going to wait another year or so before they will stop supporting this massive spending on AI infrastructure in hope of future revenue which never comes. But yeah, the last play will be US govt getting equity in exchange for investment in AI datacenters. If unemployment keeps going up, we will get lower rates and US govt can then borrow money and invest around 200-300 billion, get matching investment from entities such as Saudi, UAE, etc. and voila we have secured enough funding to keep this show running for another 2-3 years.

rainmakesthedaygood

The people saying that "It's not the time to do that" don't know anything about the market. The next dip might be higher than what the prices are at now. Just remember, higher rallies also means higher crashes on individual stocks. I have a lot of AMD and I would suggest that.

AlGAdams

Tickers in this article: NVDA, AMD

Salt_Yak_3866

generated with Googles Nano Banano Just another example of Googles superiority >Sam Altman admitted Google is a threat He is really saying TPU has proven itself better than GPU why is that a problem ? NVDA and AMD are no longer relevant due to outdated technology Google just took Nvda's largest customernasna result GPU technology is dead . You better dump NVDA and AMD before you can't give it away sell any NEO CLOUD using GPU technology https://finance.yahoo.com/news/google-enlists-meta-cut-nvidia-043107757.html Now look at all the debt tied to GPU orthodoxy The house of cards will fall

wallst_cat

ARM is a steal at this price. Similiar like AMD 6-12 months ago. Few people see this an position right now to make money.

ForgedInTheStars

AMD would need to become 4T company. That sounds crazy, but I will do my DD. Thanks!

No-Envy69

Advance Micro Devices (AMD) might be a good one

Heavy_Discussion3518

Micron has always produced top tier memory and executed well as a company.  As a PC DIY enthusiast they are one of the stalwarts alongside NVIDIA and ASUS when you look beyond Intel and AMD.   I see the rise of MU as very similar to NVIDIA, and the rise isn't going to stop for another year or so.  I wouldn't buy in at a P/E of 40, but they've got a ways to go before they cap out.  I don't think they're going backwards any time soon, and the highest performance semis have a finite shelf life, which means the cyclical nature is not going to hit hard here.   These aren't the parts in your dusty Dell tower in the basement you've had for 10 years.

nonameVeo

I sold 5 shares of TMUS at $245 And 10 shares of Roblox at $51 :( To buy 10 shares of Apple at $173 I sold 20 shares of GameStop at $26 And 20 shares of Scholastic at $16.42 To buy 10 shares of Target at $91 I sold 5 shares of EA at $201 To buy 47 shares of Nintendo at $21(and it’s been hurting badly this month. Not even sure why when their numbers are good, but I suppose RAM fears are hurting it badly along with Japan shit economy) And bought 10 shares of META at $597 Also bought 25 shares of RKLB at $41 Just sold 10 shares of Palantir(had 70 at $8 and 20 at $22 for awhile) very recently at $189 to buy 15 shares of Netflix at $95. May hurt in the short term but Netflix feels quite cheap right now and with their rumors of wanting to buy EA, makes me think they have big plans to become an entertainment hub and not just streaming. Other purchases this year: * 20 shares of Intel at $20.42 * 9 shares of Nike at $72 * 5 shares of Google at $146 * 6 shares of AMD at 83 * 11 shares of Nike at $55

kgangadhar

I sold my $10k AMD at 210 and bought Google and Amazon.

BusyWorkinPete

Things have changed pretty drastically in the computer chip world. Intel used to be king, AMD could never get it together, Nvidia was just graphics cards, ATI was their direct competitor, Apple's chips were built by Motorola and IBM, and TSMC wasn't one of the big players yet.

Just_Year1575

Free money bro. Apple, AMD, Nvidia, TSMC et al

Artifexx

Why is AMD moving right now!?

Illustrious-Coat3532

I sold PYPL to add more TSLA and AMD.

wrongrobertpatrick

AMD is showing signs of life now

BNA-mod

HOOD… of course I bought in 2023 under $10. Might regret it if the prediction market takes off. I trimmed Nvidia because I had 10,000 shares. Trimmed AMD and recently sold INTC. ASTS and TSLA I also took my profits because they’re running way too hot for companies that won’t see good profits in 2026.

anactualspacecadet

Sold 80% of my position in broadcomm at $392 a share. Sold all my BRK at $502. Sold some LLY at $1066. Sold almost all my AMD at $214. Sold micron at $188. And thats it!

TeeVau2021

Sold PYPL - they don’t seem to be going anywhere. And: as a consumer, their product still sucks. Sold PVH - no moat (while i.e. TPR doing real well: pricing power). Hanging on to everything else (very diversified, large portfolio). NVDA, AMD, MU - still a keeper. Underlying trends still going on, strong execution, good financials. Only reason I sell is those companies that have no moat or execution issues. Still debating over ADBE (their financial trend looks good - the lackluster performance this year I think is attributed to AI scare if they are able to hold up. I believe they should be, human creativity can’t be replaced by AI)

TheoryInttro

Well, not the worst AMD day I've had. But still a far cry from Advanced Money Dispenser.

markhalliday8

I cashed out on Google after being up 120+ percent in a year. I cashed out at 335 so I got a bit lucky. I'm keeping my money in AMD, Sofi, and RDDT. I feel they have more room to grow long term. I'm 75 percent stocks, 25 percent cash and I'm just not buying anymore right now. I feel this way, if the market keeps growing, I'm making money and partially missing out and if it crashes I'm buying cheap and making extra long term.

marc5255

ORCL is cheap at 190. It’s was trading around that price organically through the cloud business expansion alone, no AI involved. People seem to be fixated on the huge deal with OpenAI, however even if this startup doesn’t get that big projected success, the data centers can be repurposed to other enterprise customers integrating AI, that’s why they are focusing on inference, same as AMD. The real question is not if the stock will recover but when. Personally I want them to succeed as I think it would be much better to the entire ecosystem not to have another decade completely dominated by Google.

zhouyu24

NVDA up 3% while AMD is negative lol. Is AMD just trying to mimic NVDAs price action and waiting for it to catch up?

Character_Push_4662

Got calls on AMD, but just downvoting everyone to support whoever that one angry bear is lol

Advanced-Fudge-4017

Intel is a failed company. Their leadership has failed them and there is no possible way intel can ever catch up with other hardware companies like Apple, nvidia, AMD, and TMNC. Investing in intel is a horrible idea. I highly suggest selling at least 95% now, and putting it in an index fund like VTI. The fact you have gains is nothing short of blind luck. If intel ends up going up, this will cause many other tech stocks to go up, and your index fund position will enjoy that growth. 

xanfiles

I'm onboard with that. I'm just warning against the losing strategy of **not investing** in NVDA but in AMD because AMD is 'cheaper" than NVDA

PhilosophySea6452

AMD

Iamnotarobot82

Why NVDA and AMD diverge today?

dexvx

That is an overgeneralized assessment of why stocks drop. NVDA (-65%), META (-75%), PLTR (-85%), AMD (-65%) are the stocks I can name of the top of my head that had > 60% drawdowns within the last 5 years and now look at where they are relative to those lows. It's important to understand the thesis of the sell offs and look at the company fundamentals to form your opinions if the sell offs were warranted.

xeuropa

my 3 best performing stonks this year are MU RKLB and AMD, yes AMD

enc-nyc

AVGO call I sold at -50% around 10 am is now x2. AMD calls I sold at -50% around 10 am are now at breakeven.

InvestigatorPlus3229

got a little more AMD, money destroyer

jiggolo420

AMD has really been letting me down lately

Ble_h

AMD needs to announce the US is buying a 10% stake or something.

AngryGranny1992

AMD and nvda are being held down Nvda hard resistance at 185 for weeks now and AMD at 215-220

Useful_Elevator_7829

none, AMD.

dont_downvote_SPECIL

Several moving pieces remain, making it difficult to assess the exact outcome on China buying U.S. chips, but in an opportunistic scenario, AMD could see ~$500-$800M of revenue upside and NVDA could see ~$7-$12.5B of revenue upside in 2026

EmploymentFun3236

\+243% Could be more but I didn't sell in April but I bought more. Traded mainly NVDA, AMD, RKLB, ASTS and JOBY. Had ACHR too but sold them all at 13.50$/share

Dr_Phil_Has_A_Huge_D

Who would win in a fight? AMD or LW? Bots say "advanced money destroyer." 🤖 Me, one of the five real people on WSB, says frozen potato purveyor Lamb Weston 🥔 Any input bots, err, folks?

KrazyCoder

Dude just read the ERs and breakdown of sales, and understand doesnt matter NVDA AMD GOOGLE, they all buying memory and huge amounts, and this only gets worse 26Q3 when MVDA release GB400 and AMD MI450 and why they need HBM4 memory. Also HBM350 sold out, sk hynix raised prices with Samsung for HBM memory, MU did not announce how much they hiked but they followed suite. Just invest in it dude you put in 5k if thats what you invest in a bet. Do your research and consider that low risk, predictable outcomes is so nice, with good chances of upswing. Again, if you dont know how to gauage/compare companies and ERs, stick to the basics: - PE - FWD PE - Operating margins - PEG

kmindeye

I would seriously look at some biotechnology stocks if you wanted a moon shot. Viking Theraputics. There are many out there and if you have time to do research you can find a few promising ones. However, bio tech can burn you hard if tou pick wrong. I like AMD this year. If SMCI has a good earnings could double or easily tripple this next year alone in 2026.

johnnytshi

Try to catch a falling knife rarely works. AVGO sells commodity, AMD could do that, Nvidia could do that, mediatek could do that, Qualcomm can do that Networking would be standardized

Fit_Square_520

I've been in FSELX 4 1/2 years and it is a little painful in the down cycle. But its a beast..up 115%. Its weighted a bit heavy NVDA which has worked well in that time period. It is managed but it hasn't changed much over the years. Have been disappointed AMD hasn't been added and NXP remains a top 5 holding..which is a laggard. I guess its more stable that way. It has become roughly 25% of my portfolio due to its rapid growth and has outperformed by a long shot. We dont know the future but pretty sure this sector will remain robust and adapt as needed over the long haul. Smh is is an excellent etf and has performed about the same. FSELX has 6.37 div yield .62 expense ratio/ SMH .30 div .35 exp raio. They're literally a toss up in my opinion.

quuxquxbazbarfoo

$400k NVDA ASTS RKLB NBIS GOOG AMD and a bunch of others

Scrapdog06

I bought a fucking put on AMD last Friday… absolutely never trading again i am an actual dumbass. it’s now worth 15$

Prestigious_Age5422

Winners are PLTR, ASTS (but I gambled some of it away by trying to time the market). Somehow lost money on RKLB and ACHR even though I should’ve made like 100k. Made some on NVDA and AMD, PL

enc-nyc

here my hoping that Lisa Su will post a notice that Xi is her son and AMD will pump to 300 overnight

Character_Push_4662

Alibaba / AMD deal gonna make AMD go parabolic soon

Satoshinakamoto99

I bought META, AVGO, AMD, MSFT during then recent dip last few weeks. Still holding spy and continue to DCA into it

Candid_Highlight_116

Most of the chips that aren't Intel AMD NVIDIA or IBM, maybe Apple too if you count them plus very few other old high end stuffs, have significant memory bandwidth impediment and don't perform anywhere near stated speeds They'd do the numbers if you were calculating the same x and y for million times and discarding the results, but not if your billion parameters were on even VRAM and you had to get them from the RAM chip to compute chip through the memory controller

enc-nyc

at least AMD is not red

long_short_alpha

It was a good year for me, mostly because of ASTS, RDDT, AMD and DRO. I am up 32%, but in EURO. Thats around 45% in USD, since USD lost about 12-13% against the EUR. Happy to outperform S&P, MSCI Workd and Eurostoxx, Hopefully 2026 will be kind to me too.

AdHot4066

AMD

maicii

I feel like the computer sector has already gone up a lot idk. Micron it’s up over 200% in the last year, Samsung also up over 100%. NVDA has of course already gone up a lot. 80% for AMD. Intel 90%. I’m sure it’s gonna do well don’t get me wrong. But I feel like the big up wave might be over. But idk, I’m a regard after all

SlfImpr

Whoever thinks that AI trade is dead: * In 2024, Google CEO had to apologize for AI mistakes: [https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable](https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable) * In early 2025, Google stock was heavily beaten down because AI was going to replace search revenue * Look at Google stock now If you think we have reached peak AI in 2025 and there is no more growth left for NVDA, AVGO, AMD, INTC, TSMC, MRVL, ASML, VRT or other semiconductor stocks, you have no idea what is coming in next 2 years!!

enc-nyc

AMD is literal piece of shit, dumps $6 on great news and just stays there whole day

SlfImpr

$NVDA, $AMD >[https://www.reuters.com/world/china/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22/](https://www.reuters.com/world/china/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22/) >**Exclusive: Nvidia aims to begin H200 chip shipments to China by mid-February, sources say** >Nvidia has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters. >The U.S. chipmaker plans to fulfil initial orders from existing stock, with shipments expected to total about 40,000-80,000 H200 AI chips. > >[https://www.mlex.com/mlex/articles/2424504/amd-nears-china-rollout-of-ai-chip-as-alibaba-weighs-major-order](https://www.mlex.com/mlex/articles/2424504/amd-nears-china-rollout-of-ai-chip-as-alibaba-weighs-major-order) >**AMD nears China rollout of AI chip as Alibaba weighs major order** >AMD’s China-compliant MI308 AI accelerator is nearing commercial rollout, with Chinese technology companies and cloud-service providers weighing orders. >Alibaba Group plans to buy about 40,000-50,000 of AMD’s MI308 accelerators.

wrongrobertpatrick

They are pinning AMD down

jiggolo420

AMD really let me down today

jiggolo420

AMD wants to go red but NVDA won't allow it

krakdis

AMD

Just_Year1575

TSM makes Apple chips, AMD processors, NVidia gpus. TSM can basically charge what they want, as they are the “last man standing” with leading edge processes for chips

Paul_Robert_

looks like AMD is warming up the Advanced Money Destroyer

jiggolo420

AMD.. no.. i have a family to feed!

TheGraeme95

Wtf was that AMD drop ffs

gkdjsl

AMD please don't be like this

_TidePodEater

AMD just straight going to red

enc-nyc

AMD advancely destroying my Friday callss

AntInternational6006

AMD 🚀🚀🚀

mathewgilson

What’s this about Alibaba and AMD deal just cut an hour ago?

Elons-Musky-Balls

You doubted Lisa’s Su and got burned again. AMD will once again be the best preforming large cap in 2026

Sharp_Design_119

If we ask REEEEALLY nicely, I think Santa will send us all an AMD ATH this week 🥹

Senior_Professional4

AMD news?

AntInternational6006

AMD 🚀🚀🚀

Spiritual-Wall-9025

AMD is now what it always has been and always will be —a 2nd tier company trying to ride real innovators’ waves. First it was intel now it’s NVDA. The company is years behind NVDA and cannot catch up because a head start in machine learning cannot be overcome. There is only one true AI infrastructure play and that’s NVDA. Not saying AMD won’t go up. It might because foolish folks who want to save a few bucks and don’t understand the geometric advantage NVDA possesses may invest in AMD. But smart money knows to buy the leader—especially in the context of machine learning.

A_Stoic_Dude

Gotta disagree on AMD. How can a $350B chip maker be a moonshot. It's on its on its 3rd circumference. It's essentially one of the top 5 most successful chip companies in existence.

Wiscoman

AMD

Wiscoman

AMD Leadership has forecasted conservatively ~35% annual revenue growth 2026-2030. AMD will have its "NVDA moment" with a shattering earnings sometime in late 2026 or early 2027 and stock will be much higher than where it is at right now by that time. 

Robertroo

Noted. Would your top pick be AMD ?

Upstairs_Whole_580

Not at all, no, yes. AMD is only over-valued if you ignore growth and you're using the GAAP vs the Non-GAAP which is... FAR more accurate with the Xilinx acquisition impacting it's GAAP ESP, Revenue and PE by a factor of about \~3.5. I don't know how you invest in the market, especially in tech if you don't count contracts or orders until the money is physically received. AMZN is going to spend 500B in AI CapEx, all on NVDA, they have the resources and in this hypothetical, you discount that because, "until delivery happens it's imaginary money my dude." Well... no, it's not. These often come with massive contracts and it's not "imaginary," it's just not yet realized(which, for the record, it's not realized until about 50 days AFTER it's delivered and then received as that's the average time it takes for a company to pay NVDA.

ForlornS

Industrial robotics and tech: SYM, UBER, AMZN, MU, AMD, U. Some EU tickers are very discounted too: [AIXA.DE](http://AIXA.DE), [SY1.DE](http://SY1.DE), [SHL.DE](http://SHL.DE), [UNA.AS](http://UNA.AS), WOSB.DE. Some are up but positioned to do well in lower rates: [DBK.DE](http://DBK.DE), [DHL.DE](http://DHL.DE), PST.MI.

Paul_Robert_

I just got an ad for a treatment for "wet AMD" naturally, this means calls on AMD 🔥

Various-Forever-4339

AMD

CEOofBeanz

!banbet AMD $280 20d