AMD

Acceptable_Bed_6033

Why is AMD pumping rn

MasterFaustinoIs

If AMD rips open, I'm shorting that bitch

imustbegthequestion

Have you met Mossad? Trick question… YES YOU HAVE AMD YOU NEVER KNEW. OMAN FUCKED UPM HOW ELSE DON’T THE HOUTHIS INVADE THEIR IMPERIALIST COLONIZER AZZES. IR3N. LORDT HAVE MERCY YOU DUMB REGARDS.

SundayAMFN

Yes that's exactly my point, you made your USD not from bitcoin, but from other hype/grifting on a speculative asset. >Regardless, every 4 years it hits new highs, because it is an alternative storage of wealth, Lmao this is insanely circular, like all speculative assets. It's hit new highs approximately once every four years because that's about how long it takes for speculative assets to get renewed interest after catastrophic crashes. Similar timelines can be seen on other bubble stocks - Tesla, Gamestop, AMD, RIOT, Plug, QS, etc Stocks also have a limited supply, and are un-seizable outside of things like insider trading; bitcoin is not unique as a storage of wealth, it's unique in that it has no value if there's not someone willing to pay for it, whereas stocks do.

DryBicycle5629

AMD’s non AI business is the strongest compared to Nvidia, Broadcom and Intel.

Valkyrie_Skuld

I have AMD puts but it's risky would not recommend

DryBicycle5629

I’m not so sure about NVDA. But I’m more confident about AMD and Broadcom.

DryBicycle5629

Even if the AI bubble were to burst in 2027, most of the quality semiconductor stocks like NVDA, AVGO, AMD would return to all time highs by 2030 again. AI bubble might eliminate the current growth driver. But that doesn’t mean their business will suffer from permanent loss of revenue. All these days I’ve been under the assumption that when the bubble bursts, no semiconductor stock will ever see an all time high again.

IHadTacosYesterday

No. I did buy 2 houses in my lifetime and both did double in value. But, the only thing that doubled in value was the original sale price. If all the expenses and interest and everything over all that time was also added in, they probably didn't double. Anyways.. it doesn't matter. The past is the past. We live in the present. Prices are insane right now. Overinflated. I wouldn't buy houses at their all time pinnacle. Live way below your means, pump every spare penny into your big 5. My big 5 have been: Google, AMD, Nvidia, Broadcom and Palo Alto Networks. It's worked out pretty well for me so far... I must say

bearhunter429

#As the leader of WSB bulls, I order you all to buy AMD/NVDA calls tomorrow LMAO🤌

CD274

AMD had some conference last week where they gave $3trillion AI market cap estimates by 2030, stock went way up last week too

Diguojigood

AMD today did much better than Intel, what does that mean?

lost_in_haste

AMD & Intel are NOT competition.

RuleSafe6767

Bought 21 AMZN call spreads and 12 AMD call spreads expiring tomorrow. Will see how it goes. Sold NVDA CC at $205 expiring Friday.

0201037464793921170

What about the people Who bought AMD @ $580 and NVDA @ $235? What happens?

Cav829

Price targets are beyond useless. Remember that $3600 Sandisk one? There was just a sub $450 one on MU. If you trusted those things, you are still sitting there waiting on even $250 Nvidia, never mind the loftier expectations of a year ago. Meanwhile AMD has gone to $500+ which none of them were even close on. Then they will just throw them out and redo them to look less wrong and be wrong again when something reverses. Like they started calling $160-$180 ADBE just as it jumped to over $280. I can’t think of a worse metric to look at than price targets. The movie Wall Street made fun of this stuff decades ago as being mostly used by banks to manipulate the market.

Cav829

Price targets are beyond useless. Remember that $3600 Sandisk one? There was just a sub $450 one on MU. If you trusted those things, you are still sitting there waiting on even $250 Nvidia, never mind the loftier expectations of a year ago. Meanwhile AMD has gone to $500+ which none of them were even close on. Then they will just throw them out and redo them to look less wrong and be wrong again when something reverses. Like they started calling $160-$180 ADBE just as it jumped to over $280. I can’t think of a worse metric to look at than price targets. The movie Wall Street made fun of this stuff decades ago as being mostly used by banks to manipulate the market.

RuleSafe6767

Expiration tomorrow. At the money spreads with slightly cheaper put hedge. Defined risk. Have 21 spreads; max profit is only $700; max loss is around $300. Similar play on AMD, however slightly in loss now because it ground down. Plan is to manage them end of day tomorrow if price is still right around the strikes. But usually price breaks to either side in which case i keep them on and let them expire fully ITM or OTM.

Luqt

Yes, will be interesting to see market reaction to increasing supply of shares from overvalued IPOs, equity offerings (Alphabet, AMD, Broadcom and Oracle to name a few, raising billions) and less/zero free cash flow to support buybacks that simply counteracted SBC 😂

VisioWreak

Im not short. I just want to see AMD die

soscribbly

NVDIA you sloppy POS, how much longer are you gonna let AMD little-bro you smh

BlitzComet95

Oh hey my AMD puts paid off

anonymous_ghost-1

AMD has been a money glitch for several months now. Buy in around $430-460 and sell sometime in the $500's

TimeOnTargetKilo

Can AMD go under 500 today pla

StophJS

Dang I done goofed selling all my AMD for small profits this morning

BlitzComet95

I really wanna buy AMD puts

KittyLover-7

Breakthrough already AMD

BlitzComet95

Why shouldn’t I buy AMD puts

Overgrown_Dreams89

AMD anyone?

Rain_In_Your_Heart

The problem isn't finding customers. NVDA's PE is low - well, by today's standards - because of their massive margins. If demand stops being euphoric and they actually have to compete with AMD and Intel pricing-wise, even if they sell everything they make, that PE will skyrocket real quick.

Busy-Needleworker523

Peep AMD/intel

sudden_aggression

That was true like a year ago. I bought an R9700 32gb for a little over 1k bucks back then. Since then, models have gotten a lot smaller and a lot faster and a lot smarter. Around Qwen 3.6 27B, it started feeling REALLY close to Sonnet performance. But I only got like 20 tokens per second when it first came out. Then the quants got better, MTP came out, all the AMD bugs in llama.cpp got fixed and my configs got better- I ended up hitting just over 50 tokens per second in 3.6 27B and it's a smart model. 3.8 has come out since then with MTP built in and it's a little slow but a lot faster than 3.6- ie, it seems like it is going slower but it reaches the correct solution faster. I use it to drive hermes and also for coding.

Valkyrie_Skuld

I was too chicken shit to hold AMD puts Friday apparently I should have

Valkyrie_Skuld

On Monday, Cathie Wood-led Ark Invest executed significant trades, notably selling shares of Amazon.com Inc. (NASDAQ:AMZN), Advanced Micro Devices, Inc. (NASDAQ:AMD), and Palantir Technologies Inc. (NASDAQ:PLTR). Ark purchased shares of Meta Platforms Inc. (NASDAQ:META). These trades come amid a broader market context of fluctuating AI-related stocks and strategic shifts within the tech industry.

Valkyrie_Skuld

What happened to AMD today?

Trust_8067

Ummm, what are you even talking about? The market didn't believe Trump. SNDK down 5%, MU down 5.25%, ARM down 9.74%, AEHR down 12%, INTC down 5.6%, MRVL down 7.3% AVGO down 4.77%, AMD down 4.4%, nVidia down 3.36%, Dell down 5.8%.

Dude_HaHa

No fuck "frontier AI". Fuck you and your mama. We need open source AIs to obliterate OpenAI, Anthropic, NVDA, AVGO, AMD, ETC.

SpiderWil

guys whatever loss u incur today, u can make it back in october | Company | Expected report | Why it matters for NVDA | | --------- | --------------- | ---------------------------------------------- | | **MU** | Sep. 30 | HBM/memory demand, AI-server demand | | **INTC** | Oct. 22 | Data-center / foundry / server read-through | | **GOOGL** | Oct. 28 | AI capex + data-center spending | | **META** | Oct. 28 | **Huge AI capex signal** | | **MSFT** | Oct. 28 | Azure + AI infrastructure spending | | **AAPL** | Oct. 29 | Less direct for NVDA | | **AMZN** | Oct. 29 | **AWS capex / AI demand** | | **AMD

Spac55

$NKE make more cash flow than $PANW Check attached last 6 quarters Also market cap. NKE make more cash flow than all cybersecurity . $NVDA $MU $AMD $AVGO stressed $CRWD $FTNT $PANw $SAIL hype today by Algo Algo following story, pump one day crash next day , 0DTE https://preview.redd.it/biu7lhykjjph1.jpeg?width=784&format=pjpg&auto=webp&s=f4a69f8ffcb8d99c4161cc27ed1a4d807edeb92a

Necessary_Fly_9266

AMD puts?

Kilokalypso

AMD always starts this Vshape around this time and I'm always late on the entry

Distinct-Race-2471

AMD appears to be doing this also no?

No_Database9822

AMD for sure

CMTTrader

Leopold's positions on Sept 11th (Situational Awareness - Public): SNDK: Jan 2040/2200 calls - $57M prem, $198M delta, $1.04M vega BE: Jan 250/310 calls - $48M prem, $140M delta, $565k vega INTC: Jan 105/115 calls - $48M prem, $185M delta, $870k vega CRWV: Jan 105/115 calls - $43M prem, $160M delta, $770k vega DRAM: Jan 65/70 calls - $43M prem, $173M delta, $855k vega SKHY: Jan 190/210 calls - $39M prem, $148M delta, $710k vega AMD: Jan 540/580 calls - $36M prem, $193M delta, $1.08M vega

Micheal_Hancho

Just stubbed my toe on the coffee table. When ever this happens AMD usually falls 10% 😔

0201037464793921170

Am I cooked if I bought AMD @ $521? 🙂‍↔️

Commercial_Seat_3704

My AMD puts probably going to still be worthless by the end of the day lol

Qweasdy

To be fair that’s the index fund doing what index funds do, diversification protecting against a sector downturn. Stocks which attribute more of their valuation to AI specifically are down significantly more pre market. Ie AMD, Nvidia and memory stocks are all down more than 5% overnight and pre-market. Not exactly “freak the fuck out and panic sell everything right now, it’s so fucking over” just yet, but it’s not nothing

gkdjsl

I bought more AMD during the PM. You can take a stoned horse to the bar but you can't force him to order a glass a water.

QuarterDisastrous479

MU and AMD for starters... and SLS

wildmover

Berkshire declared last week they are buying AI stocks. Looks like a secret handshake with BRK to buy cheap. So that more money comes into AI stock. Watch out next few weeks where BRK declares they bough lt AMD or NBIS etc. Those stocks up 30pts up.

jeromewatdoink

AMD target 363 gap fill INTC target 70 gap fill VRT target 208 gap fill then we BTFD

Salt_Finance_9852

I’m 68 and living off investments. 50% of my portfolio is in fixed income, 40% ETFs, and 10% individual stocks (AMZN, AMD, GOOGL, CVX, RTX, RDDT, NUE)

Diguojigood

If OpenAI can't fall, AMD will be artificially pumped up. Hard to short it.

Diguojigood

Has to do with their circular financing deal with OpenAI probably. The higher the share price for AMD, the more purchasing power OpenAI has.

Commercial_Seat_3704

It's hard to put into words how overvalued AMD is

owngoalmerchant

It still is. They’re using pricing power to raise future earnings, which is what has led to the stocks taking off. The backlog of orders is priced in. Further growth is depending on the thesis that *this time is different* is linked to the perceived necessity of HBM moving forward, high projection for a technology that AMD and SK Hynix designed a decade ago and saw no real profit from until recently. I like $ARM as well. Just not as mature of a business from a diversification standpoint.

Huffnpuff9

I finally just sold all my AMD, I was in at $3.50

invester13

AMD has gone up a lot, Im at 30% now.

SanDisk_Made_Me_Itch

No idea how 120PE AMD getting price target upgrades from the same analysts that are downgrading all other AI stocks for being risky

SanDisk_Made_Me_Itch

AMD got a ton of upgrades so probably green. Doesn’t make a lot of sense but seems fun

SpiderWil

i just found out that i can afford a $600 AMD 9900X + the MSI B850 Tomahawk Max WiFi for $200 but i can't afford $10,000 256GB DDR ram

GeneralPipe9989

Thoughts on AMD tommorow?

EvillNooB

Damn, so it's basically Lusa Su on the right? Calls on AMD

colbyshores

Its to snub out Apple and AMD because the Mac Ultra and Strix Halo have more than caught up on Local AI.

GeneralPipe9989

How is AMD $501 on hyperliquid big gap in open? Or more moves down

Celticsmoneyline

How much will AMD and INTC be down tomorrow?

SanDisk_Made_Me_Itch

AMD getting all these upgrades. And other AI stocks doing equally well with same catalysts are getting analyst cuts. Market is irrational. 

Commercial_Seat_3704

AMD trading at a triple digit PE during peak earnings bubble is recipe for disaster

Commercial_Seat_3704

AMD needs a 50% haircut minimum

prcodes

Monopoly how? We have competing hardware suppliers (NVIDIA, AMD, Broadcom, etc.), compute architectures (GPU/TPU), multiple competing frontier AI labs, multiple hyper scalers, multiple neoclouds, etc.

MajesticBread9147

I would say Vicor Corporation [**$VICR**] which designs, licenses, and manufactures semiconductors that convert 48v electric currents to smaller voltages and vice versa. For a whole host of reasons that involve stuff like electrical resistance and heat dissipation this is extremely valuable and remember, electrical resistance is released as heat. Their power modules are valuable for high performance compute because modern accelerators need high current, low voltage electricity, and their chips hugely reduce the amount of electricity lost to heat, which is critical for high density dies where heat and electric current is everything. Their products are modular similar to how AMD has used chiplets to their advantage for years, so they are easily adapted for different use cases. Their modules are also used in everything from electric cars, GPUs, to satellites. They've grown a bit past small cap since I first spotted them but they're not in the SP500 yet. The last is Energy Recovery Inc [**$ERII**] who manufactures pressure exchanger technology that are able to be added to cyclical-high pressure systems, primarily desalination plants and water filtration and recovery from industrial uses. Water filtration requires very high pressure liquid and their devices can be added on to the part of systems after the "high pressure" part is no longer needed to transfer that energy back to the beginning of the cycle, thus massively increasing efficiency. Their pressure exchangers can run in desalination plants for 30 years before maintenance is needed, and can reduce energy needs in desalination plants by 60%. They are in a cyclclical business dominated by large projects, but enjoy a neae-monopoly in that space. So a project being delayed by a quarter means stock drops due to large earnings miss, but then it jumps up the next one. They're currently being held back by the Iran war, but they've pointed out that during Covid despite order slowdowns demand jumped the next year to maintain their expected CAGR. The last two companies are profitable and have over 50% gross margins in industries that I can only see as being stable or growing in the long term. [Edit] had to repost after removing rule breaking stocks.

MajesticBread9147

Hyliion [$HYLN] makes an equivalent product to bloom energy, and is collecting contracts from the US military. They have already showed off their KARNO generator switching fuels without switching off and benefit from a higher efficiency than ICE while having few moving parts. Generators of all kinds are supply limited right now and a generator that doesn't require diesel is preferable as it supasses $6 a gallon. It's currently less than 1% the market cap of bloom energy. Stocks that are past their hype cycle are often huge buys because the impatient and ignorant get bored or lose faith. The second is Vicor Corporation [$VICR] which designs, licenses, and manufactures semiconductors that convert 48v electric currents to smaller voltages and vice versa. For a whole host of reasons that involve stuff like electrical resistance and heat dissipation this is extremely valuable and remember, electrical resistance is released as heat. Their power modules are valuable for high performance compute because modern accelerators need high current, low voltage electricity, and their chips hugely reduce the amount of electricity lost to heat, which is critical for high density dies where heat and electric current is everything. Their products are modular similar to how AMD has used chiplets to their advantage for years, so they are easily adapted for different use cases. Their modules are also used in everything from electric cars, GPUs, to satellites. They've grown a bit past small cap since I first spotted them but they're not in the SP500 yet. The last is Energy Recovery Inc [**$ERII**] who manufactures pressure exchanger technology that are able to be added to cyclical-high pressure systems, primarily desalination plants and water filtration and recovery from industrial uses. Water filtration requires very high pressure liquid and their devices can be added on to the part of systems after the "high pressure" part is no longer needed to transfer that energy back to the beginning of the cycle, thus massively increasing efficiency. Their pressure exchangers can run in desalination plants for 30 years before maintenance is needed, and can reduce energy needs in desalination plants by 60%. They are in a cyclclical business dominated by large projects, but enjoy a neae-monopoly in that space. So a project being delayed by a quarter means stock drops due to large earnings miss, but then it jumps up the next one. They're currently being held back by the Iran war, but they've pointed out that during Covid despite order slowdowns demand jumped the next year to maintain their expected CAGR. The last two companies are profitable and have over 50% gross margins in industries that I can only see as being stable or growing in the long term.

redpandaeater

That was me with AMD last year. I'd feel too dirty owning Nvidia stock but after AMD released their latest generation of video card and it was the exact same bullshit of overpriced MSRP $50 cheaper than Nvidia I decided not to upgrade anything with my computer. Instead put that money into $AMD and then it went up 4x.

MimirX

“Aschenbrenner is rebuilding large trading positions in technology stocks such as semiconductor manufacturers AMD, Intel, SK Hynix and Sandisk and AI start-ups including CoreWeave” Financial Times - 11 Sep So do I dump my semiconductors or buy more after they teach him another lesson?!

Busy-Needleworker523

AMD calls in November - March instead of April. Rip. Missed it by a week or two 

anonymous_ghost-1

Stop arguing about all that ticker shit. I think AVGO, GOOG, META and AMD as an outsider if you buy in around $420-430 will give decent return on your money the next 4-10 months

Commercial_Seat_3704

AMD trying to break out on microscopic volume. Ain't gonna last.

0201037464793921170

Why can’t AMD break 514 now? Seriously it never ends.

eldicee

10 dollar swings on AMD gotta love them algos

CheapHero91

adobe makes more net income than space X AMD and intel combined

bigredhawkeye

So when is AMD hitting $1000

UsedDegree8281

AMD?

Equivalent-Height-40

I think competition and supply side is what to watch. They already said guided growth is 70% which would have been 100% if unconstrained. Supply → HBM remains tight, unchanged from last quarter. But two other things also showed up this quarter. First, CoWoS packaging. Nvidia said "CoWoS assembly capacity is oversubscribed through at least mid-2026". TSMC side also confirmed it is "extremely tight and sold out through 2026." Good indication for demand pov. But can become an issue for growth. And then physical infrastructures i.e data centre, land, energy supply. Both Broadcom and Microsoft are saying those are increasingly the problem not just purely memory. So all these three things are reason why Nvidia guided 70% growth FY28; 100% growth unconstrained Competition = An area worth keep a close eye on. First, custom chips. Both OpenAI and Anthropic are designing their own custom chips. OpenAI claims their Jalapeño chips are better than Blackwell. Then there's AMD. Lisa Su said "Helios delivers up to 15% more throughput at the same rack power and up to 30% more tokens per dollar than the competition" for inferencing workload.

mousepop321

Cathie woods sold her AMD and HOOD and bought ACHR

omfxtrade

AMD going to 412

Breakingmyhead

Is anyone getting into AMD?

PooLung

2017. Intel, AMD, Nvidia, Cisco, Alaska Airlines. If only I maxxed my IRA than the 2 I put in that year. Of course sold them before they blew up like they did, Nvidia was used to get into Palantir so that worked out fine.

WitnessMental3715

Cerebras Systems went public in May, touting its very large chips that enable faster inference. It has entered into deals with Open AI, AMD and AWS to engage in "disaggregated inference" and is building up its data center capacity. Is the stock a buy? My "Stock Takes" newsletter on Substack looks into the stock.

AhsokaFan0

I mean until 2019-20 when AMD released Zen 2 and Apple released M1 that was kind of the gold standard, or at least the dominant player, for CPUs.

SkySoul27

Yep and it's worked out pretty well. I built a new pc using AMD in 2019, I liked where the company was headed and bought, continued to buy. use GOOGL, shop AMZN and use AWS, Cloudflare, fly delta. Not gonna name my bank and cc but they've all done well. My only regret is that I didn't go heavier and played safe by keeping half in indexes

OkMethod709

AAPL , Msft, Intc, AMD , Walmart, basically Would probably add one of the oil companies, but I moved to EV, so .. 🤷‍♂️

Formal-Property4577

The problem is, when i am buying options ATM, 30-45 day expiry, the premiums are too expensive. The stock has to move 10+% for me to just break even. Also, there aren't many sellers. If you look at the options of SNDK, SKHY, AMD, MU. The premiums are too high...

joeyeats

hold calls, AMD dumps $4 in 10m. hold puts, QQQ pumps $2 in 10m.

joeyeats

cool cool AMD jumping off the cliff

ICantDive

I went from AMD last year up 300%, full ported into CELH because of rotation. This gonna be good 😎🥱✌🏼

Dragonasaur

Maybe not 75%, but some stocks have rebounded after a 40% dip (like Microsoft, AMD) and WSB severely questioning/memeing them * Advanced money destroyer (true for many years) * Microslop (true)

Schytzo

paper handed my AMD puts

Neader

Good news, I am holding 5k in AMD puts Bad news, I bought them on Friday

tomtaietot

It s 1 up , 2 down. Can t wait for 18x to buy a small chunk. CRWV/ NBIS and AMD made me rich yesterday