AMD

Diamond-Key197

Why is AMD getting sold? This is just unbelievable bot trading, lame

wanderingtofu

AMD pumped for news that Jensen Left NVDA... AMD crash because Sue Bae might get recruited to NVDA... AMD pumps if Jensen is new CEO of AMD. LOL

yanako3104

Fuck AMD fuck Nvidia

cow_grass

AMD down 10% for no reason. What a lovely market

Akkkuma

It went up too fast. Anyway just be patient. $AMD is one to keep until 2030.

Nice_Brick_3293

I actually think that until the dust settles at Nvidia that AMD is a smarter investment because Lisa Su is a better CEO.

ianlulz

Hey thanks a lot BUD, I bought $1k of puts on AMD yesterday and sold them this morning for a measly $5k. You told me I could make a million dollars!!! Liar! /s (I know I have pussy fingers and should have held for longer, but a 5x return looked so tantalizing and this is the first time I’ve ever bought options… and yeah I know the contracts are now at 15x the price I bought them for, don’t remind me. I’ll be crying in the shower if anyone needs me.)

Sea_Purchase7794

cant believe AMD has dropped this much Did the CEO fuck up?

Bubbly-Puddles

about to go heavy AMD, thinking full port

Governmentswallows23

I'm gonna be honest here...with the way $NBIS, $MU, ORCL, $CRWV, $AMD, $NVDA, really everyone is performing...this day could get a lot worse. Nasdaq being down 1.85% is honestly a gift

Meanie_Cream_Cake

Financial engineering won't work for NVIDIA because unlike Apple, they have strong competitors with most being US based. NVIDIA share will be eating by AMD and the rest if it stops innovating. No cares if they were the first. Most of Apple competitors were throttle by US govt.

Akkkuma

:smoking: **BUY $AMD - IT WILL NEVER BE THIS CHEAP AGAIN** :smoking:

BarbellPadawan

I was selling 1DTE 600 strike calls on AMD yesterday. Thanks for the free money!

yanako3104

Fuckin AMD

The_good_die_2_young

Okay AMD please bae go up 3%

ChampionshipOdd947

What the hell AMD did Lisa have an affair with a Chinese SPY too

StatisticalMan

Honestly I hadn't been paying attention. I gave up on AMD many years ago. Just thought it was funny but yeah it being down 10% after up 26% makes sense.

Ill-Ad1603

anybody know why AVGO and AMD down today?

SKT_T1_eSports

Why tf is AMD down 10% today is Jensen coming back

let_me_atom

What has AMD done? Has Lisa been shagging a spy?

MoreOutcome8541

Numbers are a good rebuttal for basically any semi company BUT AMD

StatisticalMan

Wait why is AMD down 10%? Their biggest competitor just blew their dick off and AMD is down more. Honestly though that sounds about right.

Crazy-Sir5935

AMD will take all NVDA market share within 2 years without Jensen. You really think that Interim CEO can battle Lisa?

bearhunter429

#AMD crashing so hard. Did Lisa Su also fuck a spy? LMAO🤌⛹🏾

Unlikely-Unit-5864

You are making several assumptions. 1) AI compute demand will keep growing: Not if the market consolidates, neoclouds fail and China is closed off. The labs (Anthropic/OpenAI) have conflictual interests with NVDA. NVDA wants as much people to be using compute as possible to maintain their pricing power, the labs want as little people as possible using compute and probably want to see open source models banned. Where will policy stand on this issue? 2) NVDA has anticipated key man risk: NVDA was Jensen's show, he was the man at the centre calling all the shots, making the deals and directing the product roadmap. He was an aggressive dealmaker who largely created the ecosystem as we have it today. NVDA is not the same value proposition without him, especially in the medium term. Contracts will no doubt execute in the short term, but that's not the most important. Everything points to the fact that there is no succession plan. What about competition? You identified the hyperscalers' custom chips. Obviously they want to stop paying top dollar to NVDA for the chips. But what about AMD? What is the true constraint the AI buildout today, is it the chips or access to power (dark chips in warehouses etc..) ? There's obviously a lot of variables at play. But as far as I am concerned, NVDA is not the same company without Jensen.

Nythoren

Sigh... these 1 day overreaction posts need to stop. AVGO, even after this 6% drop, is up almost 12% this week. AMD is up 13% for the week. Micron is up 8.3%. MSFT is barely off their 52 week high. Sometimes the line goes down for a day as institutions take their profits. That's just how the market works. The line can't always go up 24/7. You need to look at larger trends, company health, etc. not just a 2 hour trading window.

No_Call3116

Our Father, who art in the Fed, hallowed be thy rate cuts. Look down upon thy children this Friday the 13th, for they bought AMD calls at the open and AMD hath answered with −9.74%. Grant them diamond hands, though their portfolios be paper. Deliver them from the margin call, and lead them not into 0DTE, for they will go there anyway. Bless the AVGO bagholder at −6.42%, and the one who said "Dell is a safe play." Comfort them with the ancient scripture: *it is only a loss if you sell.* Give them this day their daily tendies, or failing that, a shift at Wendy's. May their loss porn receive many upvotes, and may their wife's boyfriend be understanding. For thine is the dip, the buying of the dip, and the dip that keeps dipping, forever and ever. Ramen. 🍜

jmar_2004

Playing on AMD hardware mind you.

Swiftnice

Lisa Su is pretty thick though I bet most guys in here would be her sex toy for a promotion if they worked at AMD lol

NessyEx

why is AMD dropping?????

daynightcase

Execution risk and future road map risk is the biggest. Lot of people are comparing this to Steve Jobs, and its actually a perfect example. But you can't look at Apple stock and say ohh look, it did so well after jobs left so at the end it didn't matter. WRONG. Look at at where all the money came from. iPhone, iPad and apple watch. Pretty much all designed and roadmap under jobs. Apple have had smaller hits like airpod and their silicon, but NOTHING major like the iPhone. Apple got away with it because entire world was going mobile and there was so much demand. They stuck with it and perfected the product. Now take the case for Nvdia. Everyone is now making their own AI chip, the edge Nvdia has is slowly eroding, if the new CEO wants to ride the same success of the past, they will be fucked. They need to move where the puck is going, and I genuinely don't think its possible without Jenson and his execution. Entire culture and moral will change in the company now. Competition is heating up from everywhere. AMD, AMZN, GOOG, MSFT everyone making their own chips. So NVDIA is not going anywhere, but that explosive growth will be hard to replicate going forward without someone taking a big bet and has aura like Jenson did.

Str8rDay

Today I crushed AMD 0DTE puts. Bought $560s for $8 sold for $30. But it varies. I mostly scalp more than day trade. Days like today are where you can make MONEY.

Chacobsa

hmm this is wider than nvida - every chip stock down, AMD dumping too

skin_flute_player

AMD is down 10% lol wtf.

andytobbles

AMD holding the daily 20 with its life

ebitdasga

I can’t find any news for this selloff, AMD just drops 10% on no news?

73ven3leven

Majority of the buyers that brought AMD was retail! Was no other reason for AMD in the short term to go up this much this fast!

TLHGolf

AMD puts at open sold and now Space X Calls

andytobbles

That’s because AMD and other names are down 10+%

ChloroVstheWorld

I just grabbed more AMD am I cooked

tacticalwarmouse1

What scam AMD is

superkeer

I wish AMD would spend a week just moving like 1% a day. Every time it moves it's always a goddamn 5-10%. It's like a money cannon that either shoots cash in your face or blows a stack of it to smithereens. Stressful.

the-future-is-now-

Congrats. I sold my AMD calls yesterday for ~$40k gains. I didn't know it'd tank this hard but I suspected some weakness given Jensen/Nvidia.

Damerman

AMD pricing in Lisa Sue's new job at nvda

triplediscount

Lmao CRWV MRVL NBIS AMD just broken rn

thewronghole1993

AMD calls on sale 🥸🥸

hayleybts

AMD suffering due to nvda

kemar7856

Wtf is happening to AMD

CommissionThis3447

why would i buy google over AMD

MoonBoyHodl

fuck I sold AMD too soon

DivineBladeOfSilver

Some notable risks: \- Once you find some roaches there are likely many more to follow \- Whoever takes over can drastically take the company in an unknown direction \- Enterprise clients may not want to affiliate with a tarnished brand reputationally and could go to AMD or focus more on making their own custom chips with Broadcom/Marvell \- Whoever takes over can not understand what Huang did and fail \- Huang was the one who built the deep relationships with lots of partners. Without those even if they continue to work with others they may not get as favorable terms cost or revenue wise \- Without Huang's influence politics may push even harder against AI/data centers \- Semiconductors/AI rely on constant high levels of reinvestment and staying ahead of this curve. The coming legal and leadership and other operational setbacks give AMD a lot of time to catch up more and more \- The entire circular financing thing may be upset. Whether thats good or bad is up to you, but it would still offer a lot of uncertainty investors won't like

bryce_w

AMD what is U doin?

Humble-Bear

It's actually not. Anthropic figured out how to crack CUDA using Mythos. Broadcom and AMD will take up NVIDIAs market share soon enough.

Sad_Reply9012

Ppl really though AMD and avgo were gonna pump 5 percent everyday? Delusional.

Own-Recipe5908

I don't think I've seen stupider than the market thinking nvda's loss was AMD/others gain. Like, holy fuck none of these companies make their own chips, they aren't getting more money to buy capacity from the nvda scandal so where the fuck do you think they're gonna gain from nvda having a leadership shuffle?

Rootlevelprivileges

Sold my AMD puts WAYYYY to early

ACallToTrial

Lmao how is AMD down more than NVDA?? Lisa caught in gang bang with chinese spies?

elcasar

Why is AMD doing that? Is Lisa Su #4 or something???

Bazzer82

What business does AMD have being $544 anyway? No wonder it's going down.

SilentExtinction

Wow I'm so surprised at this massive profit taking on AMD after a 30% run from last week's lows... This shit is headed to 500.

cow_grass

Why AMD shitting the bed?

AbaloneOk9699

Lisa is chopped, thats why AMD failing

Akkkuma

Stop fiddling with my $AMD

Akkkuma

**Which one of you fucking is sodomizing $AMD now??**

Shoganai_Hito

AMD will never be green again, ever!

moazzam0

Why is AMD down more than NVDA

drazayn99

AMD and NBIS puts yesterday were as obvious as shit gets

miss_L_fire

Sold QQQ puts yesterday to buy AMD calls lmao I hate myself

JabCrossE4E5Quark

Breaking my no shorting rule to get AMD puts yesterday was such an easy decision. Wish they were more than 1.3% of port though

spellbadgrammargood

i knew i should've locked in those AMD puts at open...

Particular_Gap_5676

Jensen/Nvidia/AMD will much rather be able to sell chips to China unfettered. They are capitalist and its a huge market. They have money and can lobby politicians to let them continue to sell chips. These chips would help chinese LLMs continue to expand and threaten the US LLM dominance. Anthropic/OpenAI/Etc would rather this didnt happen, they have money and will lobby to stop their sales. To institute more protective policies that only help them. They are not the only companies that think like this. ASML has been crying since the start of Americas more protectionist policies were implemented because its affecting their bottom line. They do not benefit from these policies, the only ones that do is America's chip manufacturers. They have argued (correctly) that all of this has done was turbo charged the Chinese into developing their own solutions. [https://ioplus.nl/en/posts/asml-caught-between-us-and-china-over-match-act](https://ioplus.nl/en/posts/asml-caught-between-us-and-china-over-match-act) [https://medium.com/enrique-dans/the-west-may-have-created-asmls-biggest-competitor-d2be1ac61c42](https://medium.com/enrique-dans/the-west-may-have-created-asmls-biggest-competitor-d2be1ac61c42) China is barring the entry of western chips and forcing companies to source at least 50% of their silicone from domestic companies [https://www.reuters.com/world/china/china-mandates-50-domestic-equipment-rule-chipmakers-sources-say-2025-12-30/](https://www.reuters.com/world/china/china-mandates-50-domestic-equipment-rule-chipmakers-sources-say-2025-12-30/) Nvidia/AMD would not like that what is happening to ASML start happening to them.

Akkkuma

Buy the AMD DIP

miss_L_fire

What happened to AMD 😭

patmccock86

AMD back to money destroying?

Borozco

AMD continues pump today ?

icisay

AMD is going to halt

verified-trader

**BanBet Lost** — /u/SirBuysHighALott (1W - 4L, 20%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $557.04 → $600.00 | +7.7% | 1d | Lost |

LadyGaga_DrDre

Simply put AFAIK it's to protect CUDA doninance. Cuda is simply a language through which you can interact with NVIDIA GPUs. All of modern ML is based on it. CUDA is essentially an ecosystem of researchers and engineers coming across problems while using GPUs for ML inference/training and creating tools/libraries to overcome those issues. Having such a huge ecosystem is why NVIDIA is an automatic buy in for any ML work. AMD and Huawei have not been able to replicate this, simply because it isnt economically feasible. There's nothing technical to it. You just need a critical mass of high level researchers, engineers and users using your toola and products over a few years to create a competitor. And NVIDIA keeping their gates open and products available everywhere helped with that. Until now. Huawei has a bunch of kernel engineers sitting in DS's office as Deepseek trains their DSV. They're creating a competitor to CUDA. Deepseek has already figured out how to run their models on Huawei hardware AND opensourced it (DeepInfer), now thwyre working on training. Once they start selling their Huawei chips internationally, you can kiss NVIDIA dominance goodbye.

Burnratebro

Falling switching costs and hardware commoditization are two COMPLETELY different things. A 2GW AMD deal proves competition is getting stronger, not that NVIDIA’s advantages have disappeared. You’re confusing a weakening moat with a nonexistent one. That’s been my point the entire time. Tbh, this is wsb, so panic selling during a massive selloff is pretty much tradition lmao. But I’m buying both. I see demand for AI compute growing enough for both companies to win.

kslsmsnsn

AMD im begging you just one more pump

g_bleezy

you literally said switching costs are collapsing. that's my whole argument lol. and the "one workload" was a weekend run that ended in a 2GW AMD order. You can hold, I’m out.

Burnratebro

Bro, nobody’s arguing CUDA isn’t a moat or that switching costs aren’t falling. They absolutely are. But you’re jumping from “easier to port software” to “hardware design is a commodity,” and that’s a massive fucking leap. TSMC manufactures chips for AMD and NVIDIA. That doesn’t make their architectures, memory systems, interconnects, or performance per watt interchangeable. And UALink being an open standard doesn’t mean it suddenly matches NVIDIA’s networking stack at scale lmfao. Anthropic’s three-day breakthrough was impressive, sure, but it was one workload, not a complete production migration. Competition is absolutely getting stronger, but making it easier to compete with NVIDIA isn’t the same thing as making NVIDIA easy to replace..

witchcapture

Didn't say that. But he is not just a generic interchangeable MBA suit, he was previously a chip designer at AMD. With his co-founders, he built Nvidia from nothing, and has been very involved in what Nvidia was doing.

Pitiful_Bedroom_6619

$AMD PUTS PRINTING ! :rich:

Effective-Strike69

But they won't NVIDIA if that's the case? 🤣 AMD's Q3 results are from vapourware... sure lol

Bichael-Murry

can someone please inform me why $AMD is not sub $100 per share? thank you for your attention to this matter

Frequent_Optimist

Morgan Stanley: Google’s TPUs are expected to account for 35% of global demand, slightly below NVIDIA’s 36%, with the two companies combined reaching 71%. AMD is projected to hold 16%, Amazon AWS 5%, customers of Global Unichip Corporation approximately 3%, and Microsoft and Meta each around 2%. In terms of chip types, GPUs are expected to constitute 52% of HBM demand, while custom AI chips (ASICs) will account for 47%, indicating a near-even split.

norman_smn

AMD short?

Individual-Motor-167

This rally is a bear market one for me. Same thing happened in financial crisis and dot com. I would pose the question, is there any good reason for this rally? No there isn't. Nvidia may be losing a third of their revenue and the channel stuffing may stop, along with supporting 200 ai related companies, many of which only can exist with nvidia support. AMD is not going to simply take market share, the total sellable number of chips decreased quite a bit with recent developments.

kahi

Him and his cousin are switching, she’s leaving AMD for NVIDIA and he’s replacing her

Ok-Canary482

It’s funny how Institutions have trapped people so wonderfully in SNDK. This stock is mainly dumping more, rising less, classic lower highs. Meanwhile, Software, Semis, Cyber, have all been nicely rebounding. SNDK did 2% from the last low of 803 or something, while AMD did 30%, NET did 30%, heck even MRVL did 12% with the shite of a deal with LITE. MU was the same, did about 10% from 650s. Institutions have people exactly where they want: away from the next rally. They have people so blindsided by having them invested with many being down so much, thinking a fucking moonshot will come and they all make another easy 100-150%. Damn, this is pure evil, and absolute cinema to watch

gunner_3

I think the real number is 2% of the shipment accounted for Singapore and 20% billing from Singapore. All the shipments to China, Indonesia, Malaysia, Thailand, Vietnam are billed to Singapore. If you look at AMD filings they have 15% of their orders from Singapore. And Broadcom and Intel both have 18% from Singapore. So Singapore numbers alone doesn't tell the entire picture.

Ill-Expression1737

AMD over 600 guarantee

Shenshenli

AMD could do the funniest thing

meTomi

# Trump's chip-export policy toward China — second term only January 2025 – November 13, 2026 |Date|Direction|Policy / decision| |:-|:-|:-| |**Mar 2025**|Tightened|Added 42 Chinese entities to U.S. export restrictions. [everycrsreport.com](http://everycrsreport.com)| |**Apr 2025**|Tightened|Required export licenses for NVIDIA H20 AI chips sold to China. [d1f19qmytqk9eo.cloudfront.net](http://d1f19qmytqk9eo.cloudfront.net)| |**May 2025**|Tightened|Issued guidance warning against the use of Chinese Huawei Ascend AI chips and diversion of U.S. chips to Chinese AI projects. [bis.gov](http://bis.gov)| |**Jul–Aug 2025**|Eased|Approved selected NVIDIA H20 exports to China; announced a 15% government revenue-sharing arrangement, not formally codified. [sec.gov](http://sec.gov)| |**Aug 2025**|Tightened|Removed license-free semiconductor-equipment export privileges for foreign-owned chip factories in China. [bis.gov](http://bis.gov)| |**Sep–Nov 2025**|Mixed|Extended export restrictions to subsidiaries majority-owned by blacklisted companies, then suspended the expansion. bis.gov+1 | |**Dec 8, 2025**|Eased|Trump announced conditional approval for NVIDIA H200 exports to China, while excluding newer Blackwell chips. [bis.gov](http://bis.gov)| |**Jan 15, 2026**|Eased|Formally introduced case-by-case export licensing for NVIDIA H200, AMD MI325X and comparable chips. GovInfo | |**Feb–Jul 2026**|Eased|Approved H200 shipments to specific Chinese companies; limited actual exports began. d1f19qmytqk9eo.cloudfront.net+1 | |**May 31, 2026**|Clarified|Confirmed that Chinese-headquartered companies still require licenses for controlled AI chips even when operating overseas. [bis.gov](http://bis.gov)| |**Nov 9, 2026**|Eased|Extended the suspension of the majority-owned-affiliates restriction until January 10, 2027. [public-inspection.federalregister.gov](http://public-inspection.federalregister.gov)|

Otherwise_Artist_152

The financing risk is worth watching, especially if cloud providers start cutting back on spending. I usually compare Nvidia's revenue and margins with AMD and Broadcom, and check Ari when I need more details. Still think it's too early to say chip demand is drying up. The next earnings reports should give us a better idea.

Spr-Scuba

Nah AMD is getting pumped harder than female Nvidia execs here soon

williamwzl

Huh? AMD is up 5% on these developments. The risk is concentrated to nvidia. Driving money out of the stock generates liquidity to prop up ANT ipo. In addition to the longer term fight between open and closed source models

possibly_crazy_jay

So call options on closest competitor? Oh wow just looked up AMD, you are right, they are up 30% in five days! So it would go Step one: Gather incriminating evidence  Step two: Buy out of money call options expiring in five days Step three: Release incriminating evidence  Step four: Sell call options $Profit$ Damn you would have made a billion $ on out of money AMD call options. Seems like the SEC would catch that though right?

poorhistorians

Your X-ray analogy is a good one. Just like how x-rays can cause damage to the human body if set to too powerful of a setting, the testing equipment used to inspect chips at the nanoscale can literally "fry" certain layers of the chip, especially if these chips are scanned repeatedly (which is needed to get different "imaging"). Your AMD example is also a good one. I agree with Jensen's take that it's safe to provide the inferior (i.e., not the latest, as well as different design than the latest) chips that he was providing to China. But there might not be someone in Congress who understands this.