AMD
Advanced Micro Devices Inc
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Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Thoughts on this? 18 years old
What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Mentions
Stop gambling. Move everything to AMD for next few years, then diversify into sensible ETFs like VOO. Done.
> Could be a simple chip advancement or something. Not happening. The models are huge and have to be massively parallel. Dedicated ASICs are a thing which could move away from GPU demand (which would hurt AMD and nVidia) but RAM is always going to be necessary. Carmack has proposed that you could make AI-oriented memory more cheaply than current RAM because you don't need "random" access for models or do training, but it requires a different paradigm and it's frankly easier to manufacture RAM that's all identical.
Calls on AMD and MU. 2T-3T market caps in next 12 months
Intel foundry represents Intel in it's entirety.. Products are shit and barely compete with what's out there from AMD and in consumer markets - Apple. Forget about Nvidia. Intel's foundry is an inefficient TSMC. This is big news if it's correct.
their silicon business was dead either way. global foundries shit the bed too and AMD managed to get out of it without going bankrupt. it was their real reason for suing intel back in the day. they bullshitted about rebates and now they're doing the same shit with rebates. what they wanted out of the suit was to be able to cut loose global foundries without losing the x86 license, which they eventually got by the end of the suit. IBM's problem is they trimmed everything, not just the fat. now they've got hardly anyone except a few guys in their basements testing different kinds of transistors and smaller feature sizes for the next 30 years, then end up doing jack shit with their findings because they have no foundries and all the foundries that can afford to go so small already have their own processes in the pipeline.
Intel still hasn't beat AMD or Apple in maximum compute per watt per physical unit of space, which is the combination metric used by data centers. Why consume more power and/or take up more space for the same unit of work?
IBM -> design chips with their own internal research team. [https://hc2025.hotchips.org/assets/program/conference/day1/23\_ibm\_starke\_v2.pdf](https://hc2025.hotchips.org/assets/program/conference/day1/23_ibm_starke_v2.pdf) [https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) There are the Power Series and the Tellum used in mainframe. I think the plan here is. IBM will sell mainframes and thru software virtualization with tweaks on the Tellum chip they can made Mainframe like a general purpose x86 Server CPU (similar to what Intel and AMD epyc) sells to data-center but running with ARM ISA. Just that in IBM case, their customers are the Enterprise (like Banks, Visa and Mastercard) What is the way out. IBM to partner with Intel Foundry on making chips with their own 1nm CFET transistor technology. So they cross-license it with Intel Fabs, which allows them to jump ahead in CFET (post GaaFET). And Intel depending on their own roadmaps can spread the risk, if intel foundry own CFET design hits a roadblock. Because designing things at those nano-scale is tough. That IBM+Intel foundry chip thru virtualization layer can run on ARM aarch64 ISA which makes it general purpose for enterprise. [https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/](https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/) https://preview.redd.it/ati7n320jadh1.png?width=2108&format=png&auto=webp&s=6fa7b1f4e5d30fbd7499670a50b9fae9008b9503
The $INTC silverback just built a giant golden banana printer, and huge alpha apes like NVDA and AMD are lining up to use it because it hits a 98% perfect-banana rate! 🦍🍌🚀 Perfect-banana rate = cheaper chips, aka more tendies compared to tsmc
If you see no further potential with the stock just sell it - unless it‘s AMD, then you better hold.
AGAIN, there is legitimately no reason to buy MU over SKHY. It's like buying AMD over NVDA while NVDA is cheaper.
Black swan like everybody not liking AI and data centers and Nvidia and Intel and AMD not being able to sell chips, and people not liking all the flock cameras.
I bought AMD at 5 and sold at 21. Was so proud of my profit.
People have no idea what is even a reasonable performance in the market. TSM, AMD, intc, NVDA ARM all up comfortably in the last 3 months. Memory stocks all gone parabolic. Only way you could have lost money is if you bought memory stocks after earnings.
AMD is usually prime scalping stock, stays in a range... until it doesn't and it drops 50%. Or that's been my experience for a long time.
I didn't realize but amd hasn't even like moved from its highs at all, AMD moving like prime Nvidia damn
Tbf Intel was doing the downward dog during the covid era. Getting outclassed by AMD and got bailed out by the govt. Makes sense though, if the govt invests in you then you can't really go bankrupt.
I'm also watching AMD, it is the strongest stock from all tech now (except SKHY), but I'm waiting for a better dip
Should've bought them expiring EOW but they were too expensive, hoping AMD separates itself from all other semis though
Full ported into AMD 600 expiring tomorrow how fucked am I?
Need a new graphics card, short AMD and NVDA to make money to buy one? Good logic right?
To be fair, I sold AMD at like 280. Imagine if I'd held...
If SK hynix hits 250 and MU hits 1,500 by the end of this month I'll quit my job. Also don't forget to sell all your AMD shares right before the close on earnings in a few weeks
Ahaha this market is such a joke! LCID is no different than AMD NVDA IBM etc......... such a joke what swings this market.
$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI \& Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo Scam IBM today
Who is pinning AMD relentlessly since 12PM EST?
Well, you know that Google makes their own semiconductors right? Not to mention the advanced micro devices that are the main product of AMD those micro devices happen to heavily involve lithography silicon wafers and look a lot like semiconductors when they're assembled together on a CPU or GPU.
Bill Ackmen invests billion dollars in Netflix and took 400 million loss, just before it runs hugely up. That is my favorite. Or Catthy Woods had Roku at $500 and more per share and didn't sell. ARK sold MILLIONS of NVDA and AMD shares before the run and ofc the most stupid one, Catthy didnt sell TELADOC when it was $160 per share!
Google is the biggest TPU manufacturer in the world and AMD is the #2 GPU maker. You have only touched semis from what I can see. Good calls. Moronic title.
AMD 600 might not be a myth ngl.
Just made $5k on AMD weeklies I'm out for the rest of the day ✌️
Just finished going through TSMC monthly report. WOW, the demand shows 0 slow down. This infact makes sandisk, MU, AMD, NVDA all still very undervalued. Lisa Su who has historically been very conservative says demand is creeping into 2031 already.
Lisa Su shorting AMD so META can't exercise those warrants to grab $600 shares for a penny each
Wouldnt be AMD if a swing actually lasted
I'm getting myself some AMD calls
seems like every day another analyst bumps their price target for AMD to like 700+ and every day AMD just moves within the 520-580 range
yahoo app glitched for a second and i saw AMD tank to 539 and damn near had a heart attack
tbh Im surprised with the strength of AMD, if this semis selloff happened last year AMD would be dead in a ditch, but that bitch keeps climbing
Oh look AMD has decided that its daily 5% swing is gonna be green (at least for now)
[https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) IBM can somewhat be regarded as a chip design company (similar to Nvidia, AMD, AVGO and QCOM)
Don’t own either but used to hear the same things said about AMD, INTC, Dell, etc…then what do you know…smells like inverse wsb lol
https://preview.redd.it/9ism95t8y6dh1.png?width=1059&format=png&auto=webp&s=47b0929d96625582f5380eeee315801ec8102abe Since market likes chips (hardware) IBM (like Nvidia, AMD, AVGO and Broadcom) makes their own chips.
AMD sure. But I sold that call a year ago. Google and the rest are not semis.
bro says he hasn't touched semis while literally holding AMD calls
But like... why in the f is AMD pumping so god damn hard compared to everything else?
I know the best move is to sell on the open and just move back into a safe etf until we get through AMD earnings but I'm going to continue to watch it all burn anyways
NVDA and AMD rocketting 🚀
AMD Jan 16 105C In 2nd screenshot
Bought AMD shares in 2015 for $2, sold a year later for $8. Bought 1 BTC in 2014 for $280, sold a year later for $310.
Sold my AMD calls after waiting for months and months, a week later it immediately ripped off.
2000 shares of AMD at $2/share. First stock I ever owned before I really knew anything about investing. Got scared when it briefly went down to $1.95 and sold at $1.98. 😅
I'm totally gambling \^\^. I'm just telling my regrets (at least Bitcoin was in my hands, I could have minted more in the early 2010s - not buying Amazon stock in the early 2000s is my parents fault!). I also thought, okay, Intel will go back up again in the future, because the AMD/Intel rivalry is cyclical - one is on top, the other down ... and Intel is basically the only one with any meaningful Chip-Factories outside of Asia ... so they will survive ... and I still didn't buy more at under 20$. I'm telling you what I missed and why. Intel now going from 90 to 80 doesn't make me buy it, when I could have bought it at 20. That is the point.
Bought 1000 of AMD for 1.93 in early 2016 sold for 4.50 in mid 2016. Took the money to rent a yacht in Ibiza and Mallorca with buddies for a week. Awesome experience, highly recommend Still I could have owned a yacht by now...
I bought AMD LEAPs back when they were trading around $9-10/share. They smashed earnings, and I had +120% so I sold. The next two years was like watching the beautiful balloon that I was once holding soar to unimaginable heights.
I use to own 2000 AMD shares, average cost $10 each. Watch them go up to 16 bucks each, then dropped back to 8 bucks. I told myself the next time they go up I'll sell. The problem is I did sell at 18 bucks and they just kept going up. Now I have micron average cost around 60 a share and I'm not selling
I "rode" AMD from 101 to 105 - 1800 shares Google from 180 to 169 to 187 and sold! NVDA 80 to 98 and sold! I have had my share of fuck ups yet i still made 158% on my account last year.
Bought $AMD at $1.80. Sold at $5. :(
Reminds me of the clowns calling AMD the Advanced Money Destroyer.
First ever stock buy was AMD 600 shares in the 6.00 range per share right out of college. Sold around $12.50 a few months later all 600 because I just graduated with a finance degree and thought I knew how to play the market.
I sold 2000 shares of AMD at April 2025 I should just delete the app and wait
I sold 100+ AMD at around 160USD when it started going up, back in September 2025 or something I am crying about it everyday
I have bought so many AI hype stocks in April/May. But I couldn’t hold it. Including AXTI LITE MRVL COHR AEHR ANET AMAT ALAB AMD and decided I shouldn’t buy stocks, I should buy ETFs instead
I sold my NVDA and AMD positions (went full cash but those were the big gainers) about two weeks before covid shut everything down. Underestimated the fuck out of that QE
Last year I was buying $AMD from $120 all the way down to $70, I kept buying, I was telling everyone at my work about how they should as well. I had the not so bright idea that once it got back to $100 I would sell out because it just had a big run from $70 to $100 and I was finally break even on it. So I thought I would buy back in on the next pull back. That was May 15th... That 1 position would now be the same value as my whole portfolio is currently. I think I sold it for $Hood too, which I thought was huge at the time because it had around 3x'ed but now I feel a fool.
I sold AMD beginning of april at $230 or something. It's now at $540.
I was AMD employee and I had quite some stocks. I sold everything for 120 USD to fund my bathroom renovation because I bought my own place.
Had like 700 shares of AMD in 2017, sold in 2018 right before Zen became the household product
Trust me. You would not have the conviction to hold AMD when it went from 170 to 90. This was 2024, the same time NVDA skyrocketed.
Sold AMD at like $150 and then it went fken nuts
AMD: on at 240 out at 200. Order to buy back at 235 didn’t fill
I had a lot of AMD stocks in 2020, sold them with 20% profits - is it still allowed to call profit 😂
AMD 1month chart looks like a fun rollercoaster ride
Is QQQ half of it isn’t back by fundamentals U think PLTR PE DDOG AMD or PAWN make sense ?
AMD has shit support for enterprise customers.
Bought ASTS at an average of 84 and been buying ever since all the way down through all this chaos. Will be buying it for an entire year to build my position. I am a degenerate long term gambler and I feel like this company has the most clear path to being profitable. I can wait for that. So I put $50k in and am DCAing another 50k over this next year. I live in my parent’s basement. Caught Palantir but missed AMD and Micron and the self hate from missing those obvious multibaggers has led me to AssAndTits.
This is good sign, we ride the hype with them and the market doesn’t crash until all companies get irrationally valued like AMD rn
Im kinda in the same boat you are in hv about 4 mill worth of AMD. I keep buying on the Dip its crazy the taxes
Reminder: AMD 6GW deal with Meta for 10% ownership in AMD
I'm in the same boat. However, half my gains are in a ROTH, which I'll swing trade, (AMD this has worked great). My regular brokerage account I am just sitting on, but already into long term capital gain, so based on my cash basis on the trade and $75K sitting in the background as harvested losses, I wouldn't panic about selling.
YOLOed AMD calls for end of month at $610
I bought 5K worth of AMD calls at close
I don't have a position in AMD but want to see it reach $600 because those warrants they issued in the META deal are interesting. $600 shares for a penny apiece ... sheesh. MU was relatively strong today after the open, pretty much the only semi that hugged vwap while the rest were kicked to the curb any time they were in proximity. Not all that surprising to see if rally into the close.
Was playing divergence today with a mostly negative bias and port is up %350. Lets go. Playing SPY, IWM, TSLA, NVDA, AMD, RDDT, NOW, PLTR
Tienes toda la razón, el rally puede estar cerca u ocurrir lo de AMD del 2025. Ya es cuestión de probabilidades, o de información privilegiada. Seguiré perfeccionando a este LLM. Gracias por los comentarios, amigo.
Thoughts on \*small\* spec bundle? Bought into these when they've been down in the past year, motivated by curiosity in emerging and green tech. I got lucky with AMD and FSLR a couple years ago with similar thinking. This is absolutely not even a 5% portfolio strategy: ABAT, AEVA, CSIQ, OPAL, QS, TAN
OP is probably talking about semiconductor stocks. INTC, MU, AMD, NVDA, etc. are all ~5% down today. SNDK is down 13% now. INTC, MU and SNDK are down ~25% from peak. Lol. Classic.
I have been investing in my job 401k and my personal roth/IRA's for the past ten years. I've earned about 75k in total at age 29. I'm doing decent with my income now going from 40 to 72k a year. I've originally just invested for retirement and to basically never sell anything until I'm around retirement age. However, I feel like I've missed growth opportunities with some of the single stocks I've owned like TSLA or RKLB to reinvest into other stocks. I'm not losing money from selling, but it feels like I'm losing money from holding long-term. Should I just not attempt to get back into trying to invest in single stocks, or just use this extra cash I'm earning to invest in ETFs? I'm not trying to be a day trader, but there are times I look back in hindsight that I could have sold RKLB at $150 when I bought everything at $20. I know this probably is a common theme, but I usually see people either try to day trade or plan around building a family/owning a home. Which are two things that don't fit me personally. * How old are you? What country do you live in? 29 and USA * Are you employed/making income? How much? Yes and 72k * What are your objectives with this money? (Buy a house? Retirement savings?) Retirement and using it to fund lifestyle. * What is your time horizon? Do you need this money next month? Next 20yrs? 5 Years to 20 years. * What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?) I have an aggressive approach to investing. I have a high risk tolerance. * What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?) Biggest single stock bags are TSLA, NVIDA, RKLB, and AMD. I have some holdings in SPY, VOO, and QQQ. I need to look back in my personal account. * Any big debts (include interest rate) or expenses? No Debt.
Up 9.8k on the day and I just closed out pretty much every long position I had (AMZN, GOOG, MSFT, AMD, RKLB, INTC) except a large-ish debit put spread against SPCX, NFLX leaps, and some CSP's on AMD that expire in 2 days. I'm up on the year and month and in protection mode at this point. This market don't feel right.