AMD

hardcrepe

So if news hasn’t already come out of it, confirming it and I missed. How much do you wanna bet that the reason AMD is going down is because Lisa Sue got caught up in the web of the selling to China as well?

Snoo_14634

The big thing is watching the news. Tech stocks are make or break because of how much of the economy they make up. That's why you see a lot of people trading index funds like SPX, QQQ, SPX. Those are your best bets. Big tech companies like Nvidia, AMD, Microsoft, etc will affect the movement of those funds. So if some big news breaks, like the CEO of one of these companies having an affair with a Chinese spy, you could likely predict the markets will react negatively and then you buy put contracts. I rarely buy options that are more than a couple dollars out of the money. Especially with 0DTE contracts. Learn about what technical levels are and how institutional investors react to them. That's what I did. Because then you can more often than not guess what the day will look like. The rest is just setting strict rules for profit and loss. If you're trying to get rich quick and that's your focus, you're going to lose a lot more than you win hanging onto options too long. Set realistic profit goals. The only time I've made monster profits (for me) is when the premium shot up faster than I could sell it.

fzrox

Elon is a big customer, if Elon switches to AMD, they are cooked

Creative_Youth_4982

nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Creative_Youth_4982

nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Creative_Youth_4982

well, nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Milanoate

Jenson Huang is the reason NVidia is 4.5T (before last Sunday), while AMD is 0.9T. Without Jensen, these two companies should have comparable market cap. Can they still sell chips? Yes. But the stock price will be cut in half. >Nvidia is too big it can still run its operations easily without Jensen Huang. This is delusional.

glamoutfit

Yes what I mean isn’t CUDA exactly but the equivalent role for AMD chips. It is so easy to replicate software now. They don’t need to license it

AvalancheBreakdown

They seriously don’t have any. Looking at their efficiency per watt, it is only a master of time before othered in the industry build something superior. People will look back and say the affairs were the downfall but the reality is their tech is pretty basic brute force. They were just in the right spot at the right time. They did GPGPU to get a little extra business to bolster graphics sales and it turns out GPGPU was the answer. Good on them for this. AMD/ATI totally missed it and are playing catch up, for example. Source - am senior leader in semiconductor design.

EdgeDazzling4212

Tim Cook takes forever to produce products… AMD would gladly see him in charge of NVIDIA

NerdSlamPo

I'm long AMD so its fine

mathew84

He may have made some mistakes in his life but his determination to protect the women around him is likely the reason why he caved in and caused him to surrender his job if threatened so. I hope lisa will not go to nvidia, the nvidia board is kinda dangerous. She should take in jensen and lisa focus on cpu while jensen focus on gpu. AMD will be unstoppable.

Stergenman

Amd, Amazon, Qualcomm, are going to steadily eat Nvidia market share from here on, about 5-10% per quarter is my guess. AMD currently in the best position to nab the next goverment sponsored fab, but Amazon is rapidly ramping up production. It's a competitive market, can't go around making mistakes

NeedleArm

AMD tech is not even close to Nvda or they evn have close to the amount of production supply. AMD in fact will not get every contract. NVDA will continue to be bleeding edge tech

Stergenman

The only person saying she ain't a spy is Xi and his many mouthpieces. And only bag holders think everything will go right back to normal. This is a done deal, Jensen fucked up on a national security level. AMD gets every goverment AI and chip R&D contract and grant for about 5 years or so.

Souk12

Can AMD hit 540.

Molten-Helldiver

Who got destroyed by AMD today

zmbjebus

What do you think is inside the consoles? (its actually AMD, Jensen cheating again)

NerdSlamPo

My ELF gains balanced out my AMD losses. all is right with the world

CrewParticular1477

AMD will recruit jensen

drazayn99

Nah, made a neat 200% from AMD 0DTEs as it jumped from 522

Akkkuma

It just went too fast in a week's time. Hold $AMD until at least 2030

NerdSlamPo

AMD is not more likely lmao. down 9% still

TruthFantastic1741

AMD more likely

radicalelation

You don't mean Lisa Su, head of AMD, do you?

IcyPrincling

AMD imo

prana_fish

$AMD bros really thought a 40% pump in a week was due to fUnDaMeNtALs lmao

Akkkuma

NVDA buying before earnings, and AMD a bit of retail pullback, cause they are chickens :turkey: :vanish:

Bubbly-Puddles

i bought 40 shares of AMD earlier today. not sure if i can get a better deal monday....we'll see

FoundationAncient486

they say NVidia without Jensen might go down to 30% market share. Load up on AMD?

Rhapseody

What the fuck. I bought AMD cuz I thought itd benefit from this bruh

TheRhythmTheRebel

Until there is competition, there is only one decision in the GPU space sadly. If you were going to buy a new GPU tomorrow, where you going for one? I have a 4090 in my laptop and haven’t considered AMD for a while now. They were competitive for a time but are no longer competing at the higher tiers. They are the clear value option Until that changes, I don’t see them sweating. You only need look at the prices of the 50 series GPUs during this bubble To be clear, as a consumer I would very much like there to be much more competition in this space but there isn’t currently. I just don’t see the concern you do with their products.

Akkkuma

Imagine Lisa accepts the CEO role at Nvidia, and Jensen takes reins at AMD instead. Still a plausible scenario!

pogo-n-watches

Definitely the best option but most likely impossible due to how much insider info she has on AMD. Although I don’t really know anything.

machinegunkisses

Good points, but it's not clear to me that CUDA is the moat that people think it is. Everyone I know (yes, sampling bias) uses Torch or JAX, which are one level higher than CUDA, and both of those can compile down to CPU, CUDA, ROCm, MLX, or Intel GPUs (forgot what their proprietary library is called). Yes, the CUDA ports are the most mature, but there's very rapid progress being made in porting codes to other backends. In the Anthropic road show, they talk about porting one of their recent models to AMD hardware in three days, almost entirely autonomously with a Mythos-class model. I've heard that Nvidia GPUs are still the most energy efficient during training, so there may still be a moat there, but most people care about inference, and I'm not aware of significant energy efficiency differences there.

Resident-Juice9763

Damn that AMD dropped sauce, cons are up 500% since he posted

music_is_gud

Picked up some AMD on the 21d reclaim at 527. Will nibble some HPE/DELL for snapback to 21d trade maybe, but for only looking at stocks above 21d majorly

anotherloserhere

Who are their strong competitors? Intel? HA AMD is their only real competition, but that will take another couple years to catch up. All of the other "Nvidia" competitors are either <1 billion in revenue or China

darkspherei

AMD living up to its name advanced money destroyer

LycheeKitchen7627

Going to AMD

Acceptable-Army-5471

AMD 545 before last 20 Min selloff to 525

LanceArmsweak

I actually had this thought last night. And with the news of Anthropic doing whatever it was to get around Nvidia's special sauce, does this give AMD a leg up?

BarbellPadawan

Some of you were buying AMD at 590 yesterday. And that money is now destroyed.

goxpro1

Sell, AMD will pick up Jensen since the CEO is family with Jensen and they will outperform Nvidia.

labvinylsound

CUDA is a hardware platform with an API. The hardware portion is the Streaming Multiprocessor > CUDA cores. When you buy an nvidia GPU the higher end models scale the CUDA core count and memory bandwidth. What you’re referring to is Anthropic refactoring their models to run on AMD’s ROCm. ARM licenses the instruction set architecture of their CPU’s to other vendors.

gunner_3

Did you read the article - AMD was also accused of intentionally smuggling the chips and for sure there is a crackdown coming but I don't think it'll stop China from training new models up. They don't need chips to be physically present in China https://m.slashdot.org/story/458918 These are stories where they were trying to access these datacenters from China who knows how many operatives they have across the world who can just access and train the models remotely on datacenters in US/ASIA/Europe.

Souk12

Let's go, AMD!

Souk12

AMD, we need you at 550.

ThatGuyCalledEric

AMD feels like a bargain here

Acceptable-Army-5471

AMD / NVDA Pattern identical, surely natural moves

glamoutfit

You dont need to. Anthropic already rewrote CUDA for AMD

CEOofBeanz

I think Dana White should lead AMD since Lisa has been hooking up with too many WWE players

AlpacaDream7

!banbet AMD +1% 3h

Acceptable-Army-5471

AMD Schlong

ebfeebfe

AMD Puts

Supertainment

AMD calls

Electrical_Rise387

I think you will find that AMD is up roughly 41,000% in the last 10 years

JabCrossE4E5Quark

Because they rallied 50% in a week on a crazy dead cat bounce made more extreme by a ton of funds going into a long AMD short NVDA pair trade that is starting to unwind.

Current_Animator7546

Why is AMD down big  today? 

Samjabr

So, that whole buy AMD because NVDA CEO is banging ho's didn't quite work out.

JabCrossE4E5Quark

Man im so salty. I was looking at 1 DTE AMD puts yesterday when AMD was 580. I looked at the 550 expiring today as a lotto ticket, thinking they would be sub 1, but they were 2.15. Obviously didnt buy them since I thought that was too expensive. They are like $30 now LMAO. Fuck.

Sick0h

NVDA could be doing 1/4 of their actual numbers and still have a lower P/E than AMD lol

73ven3leven

Mostly retail investors that drove the price up +41% compared to it's last Thursday lows. AMD had reason for it to shoot up this much this quickly, in the short-term. Look for a continued selloff of all Semis/AI/tech!

Souk12

Please AMD!

tinybackpackbigheart

So why is AMD dumping today?

AndItsThetaAgain

Nvda board attending to poach AMD ceo

Spezalt4

AMD down 10%? Is Lisa Su fucking around too?

Jake777_Agar

How is AMD so dead compared to every other SOXX stock

Borozco

AMD chart is hell

HLumin

>What has AMD done really beside riding nvidia and AI tails? This is not a serious question, I'm sorry.

Necessary-Truth-2038

Time to join the AMD ship. Atleast Lisa Su won’t be slinging pussy like Jensen’s community dick

Necessary-Truth-2038

Time to join the AMD ship. Atleast Lisa Su won’t be slinging pussy like Jensen’s community dick

AncientRaisin4003

We're talking about Anthropic. Yes they have Nvidia chips of course, but they also use Google's TPUs, AMD GPUs, and Amazon's Trainium.

Murky_Magician_1167

Time to join the AMD ship. Atleast Lisa Su won’t be slinging pussy like Jensen community dick

g_bleezy

lol bro had 60+ direct reports. they’re already scrambling, this cfo placeholder from the Cox School of Business who was confused about the financial terms of the circle jerk, lol. that company was huang, and he wasn’t planning on leaving. they’ll bring in a professional manager, a Tim Apple, who turns it into a big boring tech company with 12 layers between him and the engineers, compounding lies flowing up, held in check by the quarterly readout. and if you believe Anthropic’s IPO hype show and what they’ve been doing with AMD, CUDA’s moat is draining. last time NVDA had real competition, their market was gamers. you think they’re ready to fight, or do they got that atrophy without a head?

Jack-Be-Lucky

Yup. As a gamer, I wish I had taken WSB DDs on NVDA and AMD more seriously back then

tinybackpackbigheart

wtf AMD. i thought we were good

AndItsThetaAgain

NVDA trying to poach AMD ceo

AcanthaceaeBig3870

is AMD a meme stock or what? why does it fluctuate 10% every day?

mekonsodre14

lol you dont suddenly go AMD just because the CEO shagged around... that decision has a long tail of much more important considerations hence i call BS. Most of your points (except reinvestment & circular financing) are rather imagined worst case fantasies

Weekly_One8412

NVDA will have a CEO of non-asian descent? wtf? AMD, INTC, all the majors have asian CEOs!

Anameisheere

Yesterday I thought about buying a AMD $560 put but instead ended up with my initial decision of buying a $610 call. I seriously need to start investing myself 😔

YeezyThoughtMe

AMD wtf?

YeezyThoughtMe

Why is AMD down today?

yellow_golf_ball

I don't see much talk about the advantage and importance of Jensen's and NVIDIA's success because of his Taiwanese heritage like Lisa Su and AMD. Lots of innovation and employees are Taiwanese and I don't think this will work out well if you don't have someone who can't speak Mandarin.

Parking_Zucchini_938

Gave up on AMD?? Kewl strategy

hitman133295

What has AMD done really beside riding nvidia and AI tails? I mean they’re decent datacenter cpu, their consumer cpu is also better than intel caused intel fucked up too hard. Other than that idk what they’re good at.

LordMohid

Yes a random Redditor knows more about the reasons for those deals than Lisa Su. Sucks AMD reached only a trillion dollar mcap recently.

Ecstatic_Low_4978

avgo was bouncing so I figured AMD would do the same : /

huk9

Everyday bro everyday. I made some money but not worth it. Rather just throw all my money into etf or mutual fund and forget. Anyway, all port AMD call expire next Monday.

Sufficient-Skill9530

After Jensen Huang: The Israelis who could inherit Nvidia’s AI empire  As Nvidia’s board weighs Jensen Huang’s future amid affair and espionage allegations, possible successors include CUDA architect Ian Buck, CFO Colette Kress, AMD chief Lisa Su and Israeli tech veterans Michael Kagan, Eyal Waldman and Johny Srouji

SilentExtinction

AMD is trading like it is radioactive today for some reason. I don't really get it. It was non stop buying for the past week as people were thinking it was going to replace NVDA.

16hex

I got 100 stories maybe not as high as AMD went, but I went out way before any major upside and then looked years later and felt like a loser. Not all companies skyrocket or beat the S&P, but if you have a decent portfolio you will have good performance long-term. On the other hand, you can be happy/proud you've made some money, as there are many of us especially on the tech/AI stock side that invested not even at the ATH, but with the massive correction recently I'm down on some positions over 40% and that's life changing for us. So you can feel a bit better I hope.

sigmaluckynine

If we're talking about NVIDIA none of this would apply. Considering the circular financing and their lead on GPUs compared to AMD, punitive fines wouldn't be in the best interest of the American economy. And what government contracts? The government doesn't fund any data centres

gzolax

AMD -10% why?

Lower_Boysenberry738

Some perspective from a "Story of Icarus" trader. I made close to 200k from options trading Tesla in 2020 before the first split. Doubled down, and made 150k on Microsoft the VERY NEXT month. I was higher than giraffe pussy in heat. Then comes Gamestop. Yolo'd an account to nothing. Damn near half a million dollars into poverty. It takes time. I understand where your mind it, but it ain't worth solving a temporary issue with a permanent solution. Take a break. Reevaluate. ACCEPT THE LOSS!!!!!!! DON'T CHASE IT!!!!!!! Come back with a clear head, knowledge of where you went wrong, and you'll do amazing. Case in point, NVDA is going through some serious shit right now. Get your head right, and moves in the market may paint pretty clear pictures to make BIG money. AMD is poised to eat up NVDA market share with this uncertainty and loss of confidence. Get your head right, and moves in the market may paint pretty clear pictures to make BIG money. The point is, in the grand calculus....38k is pennies. Failure is the best teacher, and you could be a millionaire in the next 5 years if you get your head right, and take advantage of moves in the market.

---Imperator---

They should have NVIDA and AMD merge into one company with Lisa as the supreme leader

JabCrossE4E5Quark

I have had a no shorting rule for 9 months. I broke it yesterday with AMD puts, which are up 50% today. Sadly they were only 1.3% of port at entry

Souk12

AMD, why are you doing this?

MoreHuman_ThanHuman

my girlfriend and I had a long discussion and we agreed to cancel my rtx 5090 order on her credit card. no cheater hardware in this apartment, AMD only.