AMD

Bilbo_Butthole

Scaled out 50% of my AMD. 200% gain on shares. Bers r retarded

vermilli21

I’m so glad I sold my AMD puts yesterday for 40% profit because WTF is this 🤡 shit

Xanersen

AMD

Potential-Bet-1111

Works for MU, SNDK, AMD, et al.

Memento_mori9608

AMD is NVDA’s daddy

Nyxtaaa

My AMD calls are chillin brother

ScytherDOTA

I did that with my AMD calls for like 120% gain and 2 days later missed out on 1500% obviously it was a intel influence but it traumatized me a little.

Memento_mori9608

AMD with the hulk dick

Chiinoe

Dont worry, they'll probably hitch a ride on the AMD rocket.

ConclusionEven6917

Who would have thought. Looks like the winners of this earnings are once again the semis. AMD up 65% on the month, Intel up 115% on the month, and many others are right there and nothing seems to slow it down. ChatGPT misses revenue target, and one day later market is back to where it was. Facebook turning negative FCF with slowing growth, no care for theoretical chip demand, it really seems like semis will continue to rip like crazy until it probably has a 20% down day and indicates the start of the end.

le_pedal

Here's to hoping AMD can keep running higher 🤞

papapudding

Yet people were saying the same thing last year when Google was at 180$, Nvidia at 135$ and AMD at 160$ However I agree with diversifying if you already have significant exposure in the sector.

i_like_the_number_4

Apple&Google 30% each, Amazon 20%, Microsoft and NVIDIA 10%. NVIDIA is great but not with current price. And they will eventually face competition from China, Intel or AMD. Apple has a lot of room for growth, they have software/hardware integration that nobody can replicate at the moment. There ecosystem is hunting and people tend to buy more apple products when they buy their first one. Google is probably going to win the AI race if open weight models don't beat them. META is too behind, Claude and OpenAI have less capital and cushion. Google can use its profit from other areas of its business to subsidize its AI and eventually win the market. Google also has Chromebooks, phones, controls Android, YouTube and cloud. They seem unbeatable. Amazon also has diversified income sources. Half of the internet probably runs on AWS, the other half is too busy shopping from Amazon. Tesla is just too small compared to other EV companies, BYD or other Chinese company will dominate the market. Tesla can eventually become the "Apple of EVs" but I won't buy it at the current price. My poor Microsoft lost the AI war the same way they lost the smartphone OS war. On top of that, Apple is eatings their desktop market share. At least they have Azure.

Chiinoe

Does that mean AMD gets to rip during earnings for once? 🥹

bearhunter429

#New MAG7 index: Intel, AMD, Qualcomm, SanDisk, Micron, Carvana and Starbucks LMAO🤌

LeftPresent4646

What will I do with my 337$ AMD calls???

le_pedal

Where's AMD go from here?

gophercorner

The heck did AMD do to you?

Rude_Assistance_4386

Cause 1/100 times you get the hundred baggers like ORCL a few quarters ago, or AMD last week after INTC earnings

hermeskino715

Can we please pump NVDA tomorrow just how AMD did today? Thanks

oldprecision

I hope AMD shrek doesn't go limp after 4.

oldprecision

AMD ate some spinach.

Bababbouey

Why is AMD mooning, will big tech announce something with them?

CEOofBeanz

AMD $310 sellers are gay

vladiater100

Then AMD $400 guaranteed, soon cum

LostinTheSauce805

Explain to me why AMD is overvalued

zurijer

!Banbet AMD -10% 8D

hakim37

With AMD you get a set of leading edge CPU products and potentially leading edge AI accelerators, a roadmap that will be competitive for at least the next three years, and a close relationship with the current best chip manufacturer. With Intel you get a foundry business which is on the recovery after $150B in investments over the last 5 years, a mediocre but still relevant set of current products but a roadmap that could get them back on track. However what you also get is the most mature silicon photonics tech, best glass substrate manufacturer, a leading edge packaging business, almost all of ASMLs high na EUV machines, and a genuine shot at winning the quantum race.

RealisticOkra6567

wtf is AMD on

SWEET_LIBERTY_MY_LEG

People are saying that agentic AI needs more CPUs. I guess for inference and training the ratio of CPU:GPU was 1:8 but the news says agentic AI will use 1:4. However, AMD makes vastly superior CPUs in terms of performance and efficiency currently, so I don’t see that angle. Perhaps people are hyping the fab? I don’t see how they can compete with TSMC or Samsung though. I agree that this is hype, but hey, I don’t short stocks 😂

wtf_is_going_on_now

$NVDA falls off a cliff along with NQ and others like $AMZN, $AMD, $INTC barely budge lmfao. WEAK SHIT

LostinTheSauce805

Is AMD overvalued?

IamGeoMan

He didn't. There was no tailwinds for Intel until someone decided to buy shares of Intel using our tax dollars. In fact, this current ER was positive because they downbinned non-competitive CPUs to sell and at probably lower margins than usual. INTC investors thinking they big brained by going in on INTC is big hope and cope. Until 18A proves itself, AMD will continue eating the DC and CPU TAM and at better margins.

NoProfessional4650

Run AMD and MU, my sweet beautiful children. Today will be glorious

jcpopm

Found one in the wild. All that *will* be true (maybe, once Trump is gone it may just go back to being a laughingstock), but is not currently true. It now has a larger market cap than AMD despite continually losing money. Trading 6 times **2028 total revenue** is nearly the definition of meme.

kemar7856

So I picked Microsoft over AMD you know what happened since then up 15% up 63% 😒

LockApprehensive2227

AMD to the moon after today

aka_crashoverride

AMD and INTEL have entered the chat.

Upper-Difficulty660

AMD up 250% in a year that can't be because of the CEO. They finally resort to selling blow

Suavecore_

Yesterday AMD's shitty ass gaming software app couldn't detect what game I was playing. It apparently deleted this game from its scanned library and thought I was playing something else. Today, AMD is green

CD274

Are people mixing up Intel and AMD when buying today maybe

thealex7r

Put something hard into AMD already, show them intel in the bath or something. I mean come on...

wtf_is_going_on_now

Fucking $INTC, $AMD, $QCOM ripping, $NVDA just hanging out like "nah I don't like money".

Memento_mori9608

Bought more AMD today

Worth_Figure4636

I love you AMD thank you. MSFT bring me home nowwww

RhymeLab

APLD and AMD practically the exact same chart.

Ok-Art6659

AMD getting ready for next leg up

Wall_of_Wolfstreet69

isn't it 65% and falling because AMD epyc is just a better product?

No-Relationship8261

Look at Nvidia and AMD price, honestly it was weird that INTC wasn't being pumped by regards when those two were.

Crazy-Sir5935

Believe it or not, AMD, RDDT and GOOGL calls it is!

kyndrid_

I'm gonna need AMD to pump to undo the skullfucking it gave me earlier this week and microslop to fail bigly at earnings.

PapitoMusk

AMD holding every dump like William Wallace held the line in Braveheart

NorthernMan77

This is one of the most studied options trades out there and there's actually real research behind it so let me give you the full picture. The trade you're describing is the pre-earnings IV run-up. Thesis is that implied vol expands in a fairly predictable curve in the 2-4 weeks leading into earnings, and if you exit before the print you sidestep the IV crush that destroys most long premium earnings plays. Real edge, real research, but not a layup. # The research Most cited paper here is Gao, Xing and Zhang's "Anticipating Uncertainty: Straddles Around Earnings Announcements". They found long straddles bought a few weeks before earnings and sold the day before generated significant excess returns historically. Key insight wasn't that earnings moves were predictable, it's that the IV ramp itself was the source of edge. Diavatopoulos and a few others also showed OTM options exhibit the strongest IV expansion in the runup window, which is part of why your OTM call idea has merit but also why strike selection matters so much. NVDA pattern over the last 8-10 cycles roughly: * ATM IV starts climbing 15-20 trading days before the print * Ramp accelerates in the final 5-7 days * Stock has rallied into the print in maybe 6 of the last 10 cycles But "rallied" is doing heavy lifting, in some it was 2-3%, in others 15%+. The 4 cycles it didnt rally, two were sideways chop where IV ramp barely offset theta, two were actual selloffs where the trade lost money even with IV expanding. Positive expected value historically, but variance per cycle is huge. # Case studies worth knowing Feb 2024 NVDA, the AI moment print. Stock ran from \~$680 to $785 in three weeks. Anyone in OTM calls 3 weeks out made multiples even before the print. This is the trade everyone remembers and why this strategy gets so much attention. But this was an outlier, AI narrative going parabolic, most cycles arent this clean. Aug 2024 NVDA. \~$130 three weeks out, climbed to \~$129 by the day before. IV expanded but underlying barely moved. OTM calls flat to slightly down because vega gain didnt offset theta and small delta drag. Anyone holding through got crushed cause NVDA beat but sold off on guidance. That cycle taught alot of people the IV ramp alone doesnt save you if the stock doesnt cooperate. Nov 2023 NVDA. Chopped sideways for two weeks then dumped 3% the day before. People in OTM calls 3 weeks out lost money even with IV ramping, vega gain was real but small (8-10% IV expansion on those strikes) and didnt offset delta loss. Practitioner data. CMLviz published numbers showing pre earnings long straddle on a basket of high IV expansion names had a 60-65% win rate held from 30 days out to 1 day before. Real edge but losing trades were big enough that position sizing matters alot. # Your actual setup Strike selection. Strike matters more than expiry here. Going too far OTM (15-20%+ OTM) is where this trade kills people, you need a meaningful underlying move PLUS the ramp. Sweet spot on names like NVDA is 30-40 delta, roughly 5-10% OTM. You give up lottery ticket upside but delta participation saves you when the stock cooperates but doesnt moonshot. Below 20 delta is basically pure speculation on a violent rally. Expiry selection. June 18 is overkill if you're exiting before earnings. NVDA earnings are mid-late May, so closing 2-3 days before means you're holding 3 weeks max. June 18 means paying for 6+ weeks of extrinsic time you wont use. You actually get more vega per dollar on closer expiries like May 30 or June 6, because longer dated options have more vega absolute but lower percentage vega (more of price is already extrinsic). Tradeoff is more theta if the ramp is slow to develop. # Structures Long call (your plan) is highest conviction highest cost. Pure delta and vega. If both work you print, either fails you bleed. Call debit spread caps upside but cuts cost roughly in half and reduces theta drag. Loses some vega cause short call has positive vega against you. Better risk adjusted, worse if NVDA rips. Calendar spread is pure vega, profits from IV expanding more on long leg than short. Lower cost, lower variance. Downside is you dont benefit from a big move cause both legs pin if stock blows past the strike. Not really the bet on NVDA. Diagonal. Hybrid, sell short dated OTM call buy longer dated less OTM call. Cheaper than long call, more directional than calendar. # Risk management * Define your loss exit BEFORE entry. Most people define the IV ramp exit but not the "this isnt working" exit. If NVDA dumps 5% in two weeks are you out? Write it down or you'll cope your way into holding through earnings. * Size like it goes to zero. Long calls die. Especially OTM. Set size assuming you might not see the money again. * Track everything. Entry/exit IV, entry delta, strike, expiry, P&L, what the stock did. After 10 trades you have data specific to YOUR execution. * Don't average down. Adding to a losing earnings runup is how small losses become portfolio damaging. * Don't get cute with the exit. "I'll just hold through" is the worst case. ATM IV on NVDA collapses 30-50% the morning after, easy. Holding erases the entire vega edge. If you're getting deeper into earnings plays I'd really look at joining a community where people run this stuff in real time. Im in Cash Flow University ([joincfu.com](http://joincfu.com/)), tons of options traders in there running earnings setups, IV ramp plays, calendars, diagonals, all of it. Saved me months of trial and error on strike and expiry selection. # Few more things on NVDA going in * Term structure. If front month IV is already elevated vs back month, ramp largely happened and you're buying near the top. Most platforms show this. * Catalyst events. Analyst day, conferences between now and earnings create mini IV bumps that help or hurt depending on entry. * IV rank/percentile. At 80+ before ramp even starts, less room to expand. At 30-40 more room. * Sector trade. NVDA doesnt trade in isolation, it moves with AVGO/AMD/TSM. Sector selloffs hurt this trade even if NVDA news is fine. Bottom line. Trade is legit, real historical edge, but not a layup and variance per trade is high. Strike and expiry matter more than entry timing. Lock exits before entry. Size for total loss. Track results. Find a community to learn in. Cash Flow University ([joincfu.com](http://joincfu.com/)) is where I do most of my learning, between live trade walkthroughs and people who've run these setups for years its been a huge accelerator. Earnings season is the same setups with different tickers, so getting good at one or two goes a long way. Good luck, hope it prints.

realribsnotmcfibs

Intel > AMD One is a design house with no fab alt when China tips the chess board over. Checks notes …any day.

OnlyTheStrong2K19

Buy AMD instead 👌🏽

AldrichOfAlbion

Just invest it in blue chip stocks. You can make 70% return in like half a year on some of these stocks. I don't know the capital gains tax situation in your country, but at the very least you're building your assets. Maybe look at something like AMD or Nvidia.

Sharp-Culture8840

AMD $375

KittyLover-7

AMD go brrrrr

Coopalooper25

Yall reckon MU and AMD will drop again this week? Annoyed I sold early lol

Todayjunyer

Sandisk MU TSM AMD nvidia The whole pipeline. Hard to miss buying any link in the chain the next few years. The real question will be who is there in 10 - 20 years. Who will drop off quickest when it’s over. Who has more to offer besides one trick pony. The capex being laid out by Google and friends could probably develop their own chips tail to tape at some point. Is sandisk dropping 50% anytime soon? Hard to imagine. But Quantum compute innovations and the way they use memory could blow a hole in the pipeline at any random point from materials all the way through memory storage, at some point. Certain companies will shift and adapt and some will drop 70-80% and never recover.

vainjuggler

I’m buying puts that expire after earning. The expectations for AMD are too high

ShowerFriendly9059

Yes, MU. No, AMD

RareTailor6237

sorry not true, NVDA can never replace intel or AMD, its only a graphic chip maker that later became Ai. and so many are making ai chips now. game is over for NVDA.

wankelgnome

It's not too late. If you wanted to make any money off any stock in the last how many ever years, you were likely buying a stock at its ATH. That's what good stocks do, they frequently usurp their own ATH. April 28, 2026 is not the day everything starts going downhill, if you really thought so why don't you all just dump your entire portfolio? I do believe that AMD will pull back to sub 300 within the next couple months, so now is maybe not the best time to buy. But thinking longer term, I would not be surprised if it becomes a 2T company in the next 5-10 years. This is NOT peak AI.

InternetSlave

I've owned visa since 2/6/17, Im +240%. Meanwhile I've held AMD since 5/31/18 and I'm up 2222%. Visa is a snoozer.

Commercial_Ease8053

- If I invest in McDonalds am I not allowed to eat Taco Bell? - if I invest in Costco am I not allowed to shop at Target? - if I invest in Intel am I not allowed to have an AMD chip in my computer? - if I invest in Celsius am I not allowed to drink Coke? I can list a billion more examples. Your comment is retarded as fuck.

Imaginary_Ad_5019

Look at AMD, SNDK. Living proof that it’s possible

NoProfessional4650

MU trades at a forward PE of 5-10x depending on which consensus estimates you’re looking it. The forward PE multiple for semis is like 20x. I think MU has a lot of room to run. Rerating from a cyclical commodity memory provider to much more high value add. AMD is priced at a premium but the narrative is that CPU + GPU demand + desire to diversify away from NVDA will eventually create an outsized opportunity.

MakeOSUGreatAgain63

The goyim buy NVDA while the MM’s build AMD 👁️

MakeOSUGreatAgain63

Intel is piece of shit AMD won’t beat NVDA but you’ll make more money hold it now

MakeOSUGreatAgain63

AMD > NVDA NVDA’s days are numbered. I sold out the entire 1000+ share position 🥱

MakeOSUGreatAgain63

AMD $500 soon 🙏🚀

AlligatorRaper

I have the same story with NVDA and AMD. It pains me to think about.

papablessed420

You had 2 shares you'll be fine, i sold 4000 shares of AMD last year for like a 20k gain and missed out on 100's of thousands of dollars. My dad sold a LARGE position of AMZN at $0.50 during 2002 and missed out on a 50,000% gain trade that could of made him hundreds of millions. Never look back or you'll always be living in the past.

Ok-Art6659

AMD about to moon overnight

spellbadgrammargood

It still amazes me stocks that implement Ai (like MSFT, SaS companies) aren't seeing the profits but shovel stocks (NVDA, AMD, MU, etc.) continue to pump. It's such a disconnect. It's like buying shovels but not finding gold.

NeedleArm

only look when they are rally. don't look when they are bargain prices. I like the mentality. AMD and MU was always a play.

IHadTacosYesterday

I trimmed 15% of AMD last Wednesday at $293 on it's way to a high of $304. Then it just kept going up and up, all the way to $350 something. I recently retired and I'm way overweight AMD and needed to sell some, but didn't know that it was about to go on a historic tear. I thought getting $293 per share was pretty good... I sold another 10% of my leftover shares at $342, so that was a little bit better.

BullionBarter

I've hated Intel since they tried to convince the world that consumers would never need 64bit chips; 64bits was for the "big iron" then watched AMD Athlon64 basically make their Itanium II chip obsolete before it was even released. Intel continued to defraud and leverage antitrust practices to try and put AMD out of business. Dispicable corporate BS. :end of rant:

salacious_lion

Puts on AMD

No-Relationship8261

For those who missed, leaked list : AMD, Nvidia, Micron

No-Relationship8261

AMD

happy123z

Looks like it might have a few more weeks of squeeze. The man needs a X4! AMD calls? Fk it?

Mopar44o

I ended up trimming a bit. 25% of my position and rolling it into UNH.. Nothing fancy but I think its safer at this point and has room to get closer to its historic average. I'll assess trimming another 25% after AMD earnings.....

Mopar44o

I ended up trimming a bit. 25% of my position and rolling it into UNH.. Nothing fancy but I think its safer at this point and has room to get closer to its historic average. I'll assess trimming another 25% after AMD earnings.....

Mopar44o

I ended up trimming a bit. 25% of my position and rolling it into UNH.. Nothing fancy but I think its safer at this point and has room to get closer to its historic average. I'll assess trimming another 25% after AMD earnings.....

NoProfessional4650

AMD is priced for perfection but this is a long term hold for me. I don’t think the market wants to be enslaved to NVDA forever

Lost_in_Torontoh

You should have waited for AMD to hit 1 billion a share before posting a buy post for it

No-Relationship8261

Every dollar you put into HOOD is a dollar you don't put into AMD and Nvidia.  Lost oppurtunity is huge. 

ai-moderator

#TLDR --- **Ticker:** QQQ, AMD, MU **Direction:** Up **Prognosis:** Buy QQQ $700 and $800 Calls (Exp 3/19/2027), load up on TQQQ, AMD, and MU shares. **Catalyst:** Cheaper oil (UAE/Hormuz) + Fed rate cuts (Warsh) + Mag7 AI money trickling into semi capex. **Backup Plan:** Working the dumpster behind Wendy's.

BrilliantClarity

Hello! Had AMD, NBIS and ASML at almost the same price points! All sold before the pump of course

FarrisAT

The last month I’ve slowly accumulated a large amount of Visa and Mastercard en lieu of my AMD & ASML. Not sure if I’m trading two great companies for two good companies though all because of concentration fears. But I’m a sucker for duopolies trading at COVID lows in valuation.

TheChickening

Bought AMD at 6$ and sold at $11 :) Those were the times. Sadly only a bit after that I started to earn actual money and never really sold stocks anymore. My Nvidia is sitting at 1600%. Best runner so far.

Dongkey_kong

I sold AMD for hood. AMA

_hopkins

Did anyone buy AMD at 350+ here?

AgitatedJump8459

I lost out on so much money paper handing positions, it is actually insane. Had AMD at 166, ASML at 650, NBIS at 70, BESI at 80, only to sell when red came along. I want to fucking punch myself in my guts

No-Relationship8261

Imagine buying HOOD when AMD exist, I can't lol

CEOofBeanz

If you bought puts on AMD you’re going to be taking the bus to work

CEOofBeanz

AMD = Advanced After Market Money Defibrillator

Vexal

they’ve always been a well-known and hyped-important company for anyone who can name the components of a computer, although back then were simple times when they were only in a tug-of-war with AMD (ATI) and not 50% of the entire world’s economy.  also Crysis came out at the end of 2007.