AMD

AgitatedJump8459

AMD please let me break even

whodey84

AMD up $10 from open... Wat

LiamPhlegmsworth

And people said AMD was crazy for opening that oil refinery. Look at them now!

eje0100

AMD 🚀🚀🚀

alexh22_

AMD up by more than 1% lmao. But I am not complaining

ChloroVstheWorld

AMD being green is probably the funniest part of all of this

Who_is_Your_Zaddy

AMD overperforming the market yesterday and today. Interesting turn of events

UnObtainium17

Not even worried. With Nvidia, AMD, Google and Amazon's newer chips coming along and HBM4 started production this company will only get better.

Hot-Performancy

Why is AMD up?

That_Candidate4008

It's happened with AMD, Nvidia, and virtually every company on the planet. This will pass.

enc-nyc

AMD, ASTS and RKLB holding this shit up

AgitatedJump8459

(AMD is green)

PositionJournal

Even though NVIDIA and AMD are guiding for higher gaming segment spend?

rjb_jr

As Sean Strickland, philosopher, would say…here’s the thing you guys. I can’t imagine China not taking the opportunity in a few more weeks to blockade Taiwan. TSM will go to 0 and Intel/AMD etc will go to a bazillion. Yes? No?

Pete26l96

I'm up 37% on my full port MSFT position from 4 and a half years ago. I sold Spotify, Netflix, and AMD to do it because I thought I was de-risking...

Crazy_Donkies

Sorry.  No.  I have no basis in AMZN as I'm still watching, and my average basis in AMD is 106.  Mama didn't raise a fool.  

Cantthinkofacoolnam

AMD and LULU been up all day. NVDA ORCL MSFT been on their 🩸🐱

Yousoldmetohigh

AMD does not give a shit about the stock market or current admin.

Swiftnice

You know it's a bad omen when AMD and INTC are 2 of the few companies that were green today.

neverturndownagain

And fucking AMD closes +2% lmao

gatovision

Things can change fast, all these companies make these massive guidance predictions but all it takes is one customer to pull off to change things. Feel like SSD, NAND, RAM are the commodity piece that can be undercut by China? Maybe the Market is starting to price these massive Q's as peak ai revenue which is why AVGO, AMD and NVDA are on a downtrend. RAM was the hot trade the past 6 months. For the spending party to continue all the big software companies like MSFT, META, GOOG, AMZN, ORCL, CRM, etc need to keep banging and start to see a ROI. but their stocks have been declining too, esp MSFT, CRM and ORCL. Its becoming a game of chicken as to who will crack first and if it keeps going down they're going to need that cash for payroll and share buybacks to keep the price up. my 2 bear cents.

CAFN8TD

Last few weeks, AMD weekly puts down around 162.5-170. GOOG and GOOGL weekly CCs. But I may start focusing more on selling puts on other names I wouldn't mind owning. Need to do some more shopping.

Routine_Tip_4966

AMD gonna hit 210 tmrw !!!! Nvidia and Amd undervalued af rn, especially with the dip today. Also, amd new announcements today

OrangMiskin

AMD and Intel are green. We are doomed

Kind_Initiative_7567

Someone here said AMD mooning today. Why ?

AlpacaDream7

You know it’s bad when AMD is still green

Typical-Layer-1253

AMD mooning today

Ghost1914

AMD a sign of whats to come today?

hermeskino715

AMD ripping before Jpow speaks!? How dare you

BlitzComet95

AMD puts will feed families

Count-to-3

The difference and why META received no bump from layoffs, is not cause the market has changed and stopped rewarding these actions... It is because Meta announced the layoffs were made so they can continue their absurd CAPEX spending to fund AI buildout. They didn't layoff because they are using AI to replace the jobs (although that might be the actual reason - that was not the one they announced). They are laying off, so they have more money to spend on NVDA/AMD chips.

Paul_Robert_

At this point, AMD has to change their branding from red to green 💀

BlitzComet95

How is AMD green lol

Meerkat343434

is AMD one?

BlitzComet95

If AMD goes red I will be insufferable

Ghost1914

NVDA and AMD trying to hold the market up

Routine_Tip_4966

AMD eod 205

ValueOfADollar

AMD will be so strong on red days just to randomly drop 5% at will

BlitzComet95

Why tf is AMD green rn

BiblicalAss

what about AMD

Routine_Tip_4966

AMD Calls

Ok-Introduction-1940

I used my own experience to buy the AI hardware stack after I realized machine learning and AI was about to become a huge computing revolution back in 2021. I waited for the 2022 pullback and then bought NVDA, AMD, TsMC, MU with leverage January 2023. When OpenAI released ChatGPT I started using it. It sucked compared to what it is today, but it had amazing promise. It started to improve rapidly about 2 years ago, I got a paid subscription, and now I use it every day as my analyst to go through my reasoning on positions, position sizing, and rebalancing. For example, last year analyzing past semiconductor cycles we were able to anticipate the transition in leadership from NVDA to MU (Micron Technologies) before it took place (happening right now). I was able to rebalance trimming some NVDA at the peak in September 2025 (that was my own intuition) and buy a ton of MU. Now that move is paying off in spades. Use AI everyday to help your decision making process.

Weekly_One8412

I think I will be shopping for AMD leaps soon. I think if it goes to 180 that is a very good price for a company with as much growth potential as it has. ty for listening.

Chituck

I found out about AMD from Reddit about that time and I'm still holding.

eje0100

Damn he got AMD. I am screwed.

Kind_Initiative_7567

AMD gang, check in : my calls are getting destroyed

Realistic0ptimist

As someone who took my AMD earnings and rolled it into the LULU dip I too am right there with you in the pit of despair

AbrocomaNegative825

Only reason we all bought nvda is we thought they was the only guys who could build it. It only took a year for someone to make something just as good with no prior experience. Now theyre just a game card company who competes with AMD who also does what they do at half the cost somehow (imagine that). If nvda stopped existing tomorrow nothing would change, we got plenty of other options now. Hell, if you ask me, big buisness already regrets paying top dollar for first dibs, they coulda waited and got somethin half the price from apple that does the same thing.

Crazy_Donkies

LOL. I sold all high-beta calls (except NBIS) and moved money into AMZN, AMD, AAPL December calls. Not dropping $10k on a trip and hating it.

fefsgdsgsgddsvsdv

AMD and MU were reddit darlings 10 years ago. If you want to know how terrible reddit is collectively at investing, all you need to know is that AMD was the most mentioned stock on here in 2017 and its up about 1,200% and people still call it Advanced Money Destroyer

Beneficial-Ferret479

I'm hoping AMD's CEO Lisa Su meeting with Samsung's CEO Jay Lee will produce positive results regarding a fruitful memory chip deal for AMD.

Financial-Kick7519

Seems pretty selective to one’s own agenda when you have companies like: ASTS, RKLB, Tesla, OKLO, PLTR, AMD, ORCL, shall I go on?

ContextFew721

lol except none of these companies besides (maybe?) google are even remotely close, including AMD. Hence why AMD has to give equity away to secure deals 1/10th the size of Nvidias. Meta? Just signed a multi generation dollar deal with Nvidia, after being rumored to come out with their own. xAI gave up on their own chips. It’s just not a threat in the immediate future, and Groq acquisition makes it even less likely.

LateNightCommits

Controversial, but, listen to the hype. I could have made a killing on Nvidia, Palantir, Tesla, AMD, Gold, Rolls-Royce and many others. I would always take a look, and see that they've already gone up massively, and be disappointed I didn't know about it earlier when it was 10x cheaper six months prior. If I'd just bought a small amount of each stock when I first realised they were a big deal, I'd have done really well overall. I've since tried doing that, and of course, some have lost money, so always make **SMALL** bets with individual stocks, but the truth is investing isn't rocket science, and people who find great companies with great potential are often quite generous in sharing it.

Hamzehaq7

that's pretty cool! intel and nvidia teaming up could be a game changer for AI workloads. i mean, the demand for real-time inference is only gonna keep skyrocketing, right? curious how this impacts their stock prices. do you think this partnership puts them ahead of AMD in the AI race?

Internal_Field5970

Is AMD a real company with a product and earnings? Is the CEO still busy skating at the Olympics?

thenelston

opening 20k on AMD and 20k on ICE, lets see how it goes

JohnsHopkinsSimp

Delist AMD and I promise I won’t come back to the casino 🥺

hermeskino715

Didn't realize AMD was below 200 lol

Correct-Explorer-692

I'm using 5800x3d as cpu, in games in 4k it gives me the same performance most of the time as 9800x3d. I'm GPU locked. If we will get another competitor against Intel and AMD on this field - it's good.

rollinhating

Nviidia barely up, AMD rocket.. makes sense

JesusNoAccent

AMD? Time for puts?

ImSpartacus811

> Huang predicted the need for accelerated computing decades ago and built a company ready to take advantage of it when it happens - and it did. Yeah, the 8800GTX came out in 2006.  It got roasted because it gave up die area to the concept of general compute while AMD focused on graphics and excelled. 

Complex-Situation115

Max pain is at 195 for AMD on friday.

Independent-Tree-985

AI helpfully telling me that AMD is down 6.7% in the past month

gamblingPharmaStocks

> Do you think all the users paying more and more money are just going to be like nah, this isnt actually for me anymore? Not the users, but their shareholders. Hyperscalers are not making anywhere close to 1T in FCF, so this has to come from debt, and they con only shove so much of it into SPVs off their balance sheet before people start worrying. Unless they start making money out of AI, of course, but this has yet to happen. Beside this, while I think that > demand for AI will vanish overnight I think NVDA growth can slow down also for other reasons, like competition from AMD, TPUs, Trainium, Cerebras... NVDA had a monopoly because if you were developing software, it was not worth it to make your own chips. The hardware costs were much lower than salaries. If instead hardware is the bulk of your costs, and you a trillion dollar company, you are quite happy to make your own chip. The only thing holding these competitors back is that NVDA has preordered most of TSMC's capacity for the coming two years. However now we see orders overflowing into Samsung and Intel. Lack of backlog was the main thing holding them back from doing their CapEx and bringing up capacity... As a final point, I don't trust NVDA's numbers anyway. NVDA, under Huang, was ruled guilty of prebooking revenue during the dotcom bubble, in order to meet guidance and mislead investors. I see no reason why they wouldn't do it again.

thec4nman

NVDA is the new AMD

Scalpaholic

Makes sense for why it always disappoints like AMD.

starark

Nothing I hold pumped. AMD, SOFI, AMZN, RBRK, PAYPAL and The ELF

Crazy_Donkies

You have no fucking idea.  MU, NBIS, COHR, AMZN, AMD.

ScottyStellar

AMD released its annual voluntary report this week stating their revenue is "Whatever NVDA says plus one" They also stamped it and said no eraseys, according to top analysts at Goldman

thec4nman

NVDA is the new AMD

Greenzombie04

futures down in the morning buying AMD and TTWO Futures up, no idea.

Scalpaholic

IWM looking tempting for Puts. Surged like all the rest but 🛢 still crazy high and investors in those 2000 companies might not agree with 🥭 that high gas prices are great. Also IWM has felt like AMD on a Macro level whenever it's having a good day.

ConstantAd1

Jensen just said Opteron, which was an AMD server and workstation CPU series back in the day

GoogleKushforLunch

AMD gonna dump so hard

whodey84

Poor AMD still tanking

i_empathetic

Inference hype is great for AMD too. NVDA gonna be first 10T company. 0.57 PEG ratio on NVDA is nutso. If margins don't fall off a cliff this thing is insanely undervalued.

foira

AMD was a logical buy without the need to speculate for magical turnarounds. What's the rush with Intel?

RaikouVsHaiku

Can we do AMD one more time plz?

CD274

What's everyone's thoughts on the Burry posts wrt Nvidia anticompetitive practices and keeping AMD away from deals

friedrichbythesea

I'm 57. Many stocks, I'm up 450%. Some stocks, I'm up 4500%. In the past 10 years, APPL returned 1000%, MSFT 1000%, NFLX 1200%, NVDA 22000%, TSLA 2500%. 50% in ETFs is a reasonable strategy. 10% in crypto is aggressive. 20% is foolhardy. Rebalance. Review the Magnificient 7, many of which are currently undervalued. Also review potential Magnificient 7 contenders: AMD, AVGO, ORCL. The right time to sell depends on many factors. How risk averse are you? How has the stock been performing the past year? The past five years? Hold for now and learn about portfolio rebalancing. At one point, APPL was 25% of my portfolio. Now it's 10%. NVDA has unexpectedly become 35% of my portfolio. That'll change.

Maakus

Mark keeps the pump up they'll have enough capital to straight up acquire AMD

yk3rgrjs

Nebius completed a full corporate divestment from Russia in July 2024, the largest western exit since the invasion. Meta has publicly stated plans to invest around $600B in the US by 2028 across data centers and AI infrastructure. Now, that's a broad strategic estimate, not a single binding contract. The Nebius and AMD deals are specific, material supply agreements that sit within that broader plan. The previous $3B Meta agreement with Nebius was filed as a Form 6-K with the SEC, including specific delivery tranches, termination rights, and late delivery penalties. See my comment above for the link. That's a supply contract. Dismissing them as pure 'PR' ignores what they actually are. And the AMD deal, for what it's worth, [has equity warrants tied to delivery milestones](https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus).

Lucky-Worldliness456

Loaded tf up on RDDT, 🌽, AMD leaps, leaps are free money here boys

LurkerPatrol

Me: Trades AMD Money: Absolutely destroyed Me: How could the market do this to me?

UnintelligibleThing

Some of these companies like AMD and MU rely a lot on logistics as part of their business operations. Oil prices and blockage of shipping routes would not do good for them.

Left-Signature-5250

Can someone explain to me like I'm 5 how the oil price would impact tech stocks as a whole? I am still long META, MSFT, SOFI, AMD, MU - and why the hell not? I get that high oil price is not very good for transport of goods and so forth and so on. But why should I get out of tech becaus of Iran? Even if it could take a while?

Hamzehaq7

man, this week is def gonna be a rollercoaster!! super hyped for the GTC keynote too, those vera rubin leaks have been wild. if they deliver, it could really shift the semis vibe. totally with you on the fed meeting... the dot plot is gonna be key. hate how the market freaks out over rumors though, especially with that strait of hormuz news kinda looming over everything. $MU earnings are gonna be crucial for the AI spend insight. i’ve got my eye on $NVDA and $AMD too, but honestly just waiting to see how the dust settles after GTC and the fed. patience is key, but it’s tough when the charts are looking bearish short-term. good luck to all of us, it’s gonna be a wild ride!

Les7X

DISCLAIMER: I am really stupid The rotation back into tech has begun. I'm starting to add back into the good old NVDA, AMD and friends before they start shrek-dicking again

Chrg88

I sold AMD at 4 and CVNA at 45

gulaskek

AMD puts or is it too late

sicklyslick

Didn't they do that with Nvidia and AMD? Export tax is essential a price control.

Silent_Win116

Im in AMD calls for JUNE.

Internal_Field5970

That’s crazy the AMD CEO won the figure skating gold medal 

Ok-Seaworthiness3874

you seem to be right on the money lol. Down like 10% from ur prediction.. thinking about purchasing after reading about their 2nm processor tech as it compares to intel's. Supposedly much more dense, though intel supposedly has some sort of speed advantage by using 3 transistor ribbons. My opinion.. intel publishes charts claiming big improvements from process nodes like meteor lake... which.. despite being classic intel gaping behind - I have to remain stoked about x86 (or ARM) architecture being heavily developed and adopted. I only say that because intel seems to be excellent at evaluating/forseeing the market then inspiring AMD/taiwan semi/ idk who else to smoke them in the race... Panther Lake P core is almost the exact same as Lunar Lake and Arrow Lake. Unless they messed up the design with bloat (unlikely given p core on panther lake actually looks slightly smaller). Shit like this highlights the intel 18A's high efficiency at high frequencies, as well as obviously lower power draw from the previous intel 3: [https://semiwiki.com/forum/threads/intel-18a-process-node-offers-25-higher-frequency-at-iso-36-lower-power-at-same-frequency-versus-intel-3-over-30-density.23047/](https://semiwiki.com/forum/threads/intel-18a-process-node-offers-25-higher-frequency-at-iso-36-lower-power-at-same-frequency-versus-intel-3-over-30-density.23047/) I understand those charts have performance claims, but we can clearly see, based on Meteor Lake, that Intel 4 did not hit those targets. There aren't any direct TSMC vs Intel 3 products with the same architecture. Those charts are just claimed perf jumps, which I am quite far from believing. I think TSMC comes much closer to those figures in reality, while intel continues delivery the same empty performance claims. Seems all but confirmed the chip density also favors Taiwan Semiconductors which we'll see how mitigated those boosts are from intel's tri-ribbon architecture

mrdungbeetle

Today, in the middle of a war, with the beginning of stagflation upon us? I would probably keep 25% of it in cash in a \~4% money market account maybe with some in CDs; 25% in VTI; 25% VXUS; 15% in individual US bonds (1-6 year duration, split evenly between Treasury/TIPs, Corporate & MBS maybe 10% of each would be high-yield) and 10% international bonds (half unhedged). If I had to pick a few individual stocks: Apple (stayed out of the AI bubble; MacBook Neo is disrupting PCs all over again); Google (bullish on YouTube, Waymo, and Gemini), and AMD (a fraction the market cap of NVDA but their tech isn't that far behind.) But first I would buy myself a high-end mattress, chair, computer, and some new clothes, and take a vacation. About $25K. And invest the remainder.

Chief-Sheed

Probably on some TSM & AMD

zack77070

Intel, AMD, Oracle, IBM, Netflix, cloud flair, are all pretty huge, there's more.

HairlessChest

did you see their post about AI Agents? AMD to $20