AMD

Secure_Passenger3486

is AMD overvalued?

Guest-Username

Got INTC and AMD calls.. diversified 🕶️😎

Cav829

My own two cents if it was my money at least. Uber has been one of the few stocks in the past year I was bullish on that I think has completely flopped, and I'm not sure whether it deserves anyone's time still. Granted, that could be a wonderful contrarian indicator. But it took February through August to consolidate and make one serious attempt to finally push itself up, and it collapsed in the span of 2 weeks to return to roughly 52-week lows. I think part of the issue is everyone knows it's undervalued, everyone doesn't want to sell off from where it is now, but for all that time stuck in a bear market, it's only down about 30%-35%. A capitulation push down to $50 is probably where it finally bottoms. Netflix is probably getting close to bottoming. Somewhere between $50-$60 is where I'd put it. There's always a chance it already has. GOOGL looks rough. The chart has kind of cracked, so unless they have their own big Muse moment soon, it's probably on a trip back toward $300-$315. For the long-haul, I think it's a no brainer though. AMD's chart still looks fine. It's got like 60%/40% upside/downside atm from what I can tell, so not a terrible time to get in. I would stay far away from MU personally unless you were playing it for a bounce. But that's me. It's just too richly valued for a cyclical company. The larger run on memory IMO has come to an end. That doesn't mean it can't be played for bounces and such, but this is not the company I want to be left holding when the music stops.

EngRookie

1) i literally said i was joking around with you. 2) if you want real advice stop trading options. That's it. Start investing in index funds and put away at least 15% of your income into retirement. If you find that too boring then invest in companies with strong fundamentals, the companies i invested in i researched heavily and invested in them when i believed they were undervalued and i never invested more than i was willing to lose so i could hold through downturns. I started buying AMD in 2020 and kept buying even though everyone shit on them did the same with INTC and averaged down from $43 to $23 and bought shares like crazy as it was near book value under $20. Currently holding NTDOY at (13%) as i believe they are severely undervalued and still being evaluated primarily on cyclical hardware sales(with RAM costs being overblown on future earnings) instead of an IP driven entertainment company. I have invested in many other individual companies too and done well but a lot of that is luck enetering the bull market early but I also saw that the drawdown during covid and the yen carry trade was overblown and invested a good chunk of my dry powder. Which netted me massive returns on my risk. bottom line dont trade options, it is just gambling with extra steps. Index funds over 40 years of investing will get you a decent nest egg but you can boost that with key picks in individual companies. And while i dont agree with margin or leveraged ETFs it can help, in short term bursts, help you greatly outperform the market during bull runs. be prepared to do actual research into companies and read a lot of earnings reports and projections, it will help you tell the difference between momentum and actual value. Good luck, and God Bless Canada and God bless Ryan Reynolds

Western-Fox-3669

Bro what are u buying.. Just buy Spot and no stupid shit. If u buyed AMD or palantir and the los in april 2024 ... u would be 500% up

BadaBingSil

for once, glad I slept in today skipped the bull trap fake pump in $AMD and got in just in time for the real thing

Mrtalksouthisass

AMD being in chop city is not cool

somethingesque

Someone tell me about FRMI pls. AMD has it fully backed and is acting as its guarantor - price actions snake no sense

somethingesque

Any takes on FRMI after the AMD credit backing

spellstealyoslowfall

It’s close to its asset value if they were pick apart for pieces, (stock trading at $41, when it’s IP, lease deal, and cash would sit around $35 not to include their current satellites up in space). I’d say the bottom is very near and it has a lot of catalyst coming up. Launch bottleneck is real but they can go through blue origin or even utilize Japan. I don’t think launch bottlenecks will clear out until late Q4. Elon won’t let the company launch without throwing a couple obstacle in its way. Besides that, there’s buyout rumors with them changing 8k filing to protect C suites in case of acquisitions and logically it make sense for MNO to guaranteed a piece of the satellite play rather then rely on a 3rd party (remember T-Mobile relying on starlink and then starlink went and declares to be the 4th rival?) Lastly asts do not have to beat starlink to be profitable for investors. Asts is a fraction of starlink market value and won’t take much for an investment here to go up higher. Think AMD vs NVDA. If you bought AMD in the beginning of the year you’d 100%+ your ROI but no one is saying AMD is a better company then NVDA.

davide3991

AMD price target was raised today 👀

Culae

LOL it's a you problem, my boi Trump made me easy 300% in a year, all i bought was AMD INTEL DELL

bearhunter429

#AMD is down 20% from its recent high so it's overdue for a MASSIVE pump LMAO🤌

bearhunter429

#AMD shall pump hard tomorrow LMAO🤌

SanDisk_Made_Me_Rich

Microsoft is reportedly planning to launch a next-generation Xbox handheld device for the 2027 holiday season and a next-generation console for the 2028 holiday season Code-named Project Helix, the new console will run on AMD’s (AMD) FSR 4.1 machine-learning technology and cost between $1,200 and $1,800 unless Microsoft is willing to subsidize some of the hardware costs.

Brave-Temperature495

Only penny stock I ever put money in was 2014 AMD. If I had $10k working retail at the time I’d be retired today 😂😭 I hate my life

dabblesest

AMD if you can just keep this pump going into tomorrow I’d appreciate it

Professional_Union_4

Just gonna keep buying Pltr, AMD and HOOD. Plus GOOGL here and there

_Rexfest_

AMD save me please

Chimlita

AMD

davidbigham

AMD call at open tmr.

0201037464793921170

AMD $600 end of week? 🫶

miata_only

$SPCX will be at interstellar💫 levels by the end of October. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z Cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers. PLUS unlike some washed up tech companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

DubiousChemistry

No options, just margin. At the very most I had 140% margin in AMD and TQQQ at the bottom of the Iran war, but I was between 10-50% most of the way.

BadaBingSil

yeaaaah that's how it goes sometimes gotta know when to hold em, know when to fold em I keep wanting to get back in $AMD but idk it's pinned to 540 for now

bvdito

Congratulations!! Are you comfortable sharing what leverage you trade? Did you trade AMD options or is the levage SOXL?

GuwopGOAT

Imagine knowing NVDA, AMD, and MRVL exist and still buying CRBS

According-Trade-2710

AMD, been holding 150 shares since 2024, wanna see this play out so badly. Hoping for AMD to hit 1.5k by 2030.

BadaBingSil

$AMD kissing the 50dma https://preview.redd.it/qcl564b06nwh1.png?width=1250&format=png&auto=webp&s=88ec435ed2634bff0b9832a8c672229907455af7

BadaBingSil

reminder, you can sell calls at a higher strike than your entry to hedge for theta ex) I'm in the $AMD 540 calls - entry price $5.50 but now that we've had a pump the 550 calls are over $7 sell those and make it a spread, and you lock in the gains and secure a hedge gg ez

BadaBingSil

i'm gonna cum $AMD

Kulutiheges

Micron and AMD green????

dabblesest

When AMD is at 1000 in a year you’ll look back at this moment and feel shame. >!Maybe!<

Neader

I fucking hate AMD

HeavyBuilding3772

How do you get over 10k% on your trade? I bought AMD last year aswell but only get 100% upside… is it leverage? Please teach me sensei

Face_Guyy

Shorts on AMD seem good today no?

georgesoflydda

AMD 300 by the end of the year

UltimateBaghold

What price to buy AMD?

beeArebel

remember when I bought $AMD at $210 in 2023-24 and it dumped to $110 soon after. never to touch its then ATH of $235 for another year. AMD bulls will hold the bags at $500 for at least 5-6 yeara 

D_Pablo67

S&P 500 is a good base. I also own JEPQ and JEPI for more income and less volatility than the underlying assets. You need to decide your timeline and risk tolerance. You could take one of your four Roth 401ks and turn it into your go for it tech fund. I own a lot of NVIDIA, Crowdstrike, SpaceX and Alphabet. I started buying AMD on last week’s plunge because they bought World Labs and made Fei-Fei Li “Godmother of AI” a top executive.

DubiousChemistry

Leverage varies, at most I was at 140% margin in AMD and TQQQ at the bottom of the Iran war. Started with $0 in 2005, career and investing normally.

Ill-Ad1603

Need AMD to gap up to 590’s before Friday. Y’all think it’s possible?

nicknick1584

AMD, META, MSFT. Up 93%, 16%, 43% respectively.

AIPAC_SPEAKS

AMD calls 0dte buy at 2:30 and pray

mysuruhuduga

Google, Tesla, SpaceX will pump Meta & AMD will take huge dump

Hybridisthebest

fuck you AMD i wanna see you lower than 510 tomorrow

Lake-Life

No i would prefer the govt just give the money to my own account not linked to the govt at all with no ones name on it and the freedom to make whatever investment selections I want. Any govt involvement means lame restrictions and forced action. If you want to buy SpaceX go ahead but maybe other people want to buy different companies (ie RTX, NOC, LMT, RKLB, TSM, NVDA, AMD, AVGO, PANW, ALAB, etc)

HaveTwoBananas

AMD still overpriced, can see it going sub 500

Neader

Damn AMD leap I bought not going to do too hot

ConclusionEven6917

Semis are just getting non stop molested. AMD for example was down 15% just last week, dogshit stock gives some hope for end of selling with a 4% gap open today. Shit isn’t even up 1% anymore and selling hard after hours

Key-Dust1827

At what point do you say it's enough xp... 3 million, 6 million 12 million'... And why get out in the dip? Well AMD personally i find overvalued anyways....

Bubbly_Doughnut_3880

You are contradicting yourself. In your first post you "said looks like a pump and dump", then I asked you about research and you spoke about your age and career and then backed down on the pump and dump, then I asked about the merit with your age and career and then we have this comment you have here right now. I don't know how using AMD and doing research on AMD are the same thing. I would imagine anyone who has used or played a desktop computer or playstation has used AMD in some capacity.

cward2208

You must have a short memory because I'm responding to your statement about whether I've done any research about AMD.

Bubbly_Doughnut_3880

yeah but its part of the hyper scaler cycle so it will have a valuation to carry that. I don't know why you are saying overhyping AI and chip makers. I don't really know what your age or occupation have to do with merit in the context of this? Are you saying buying since you were 16 and you being 40 now somehow affects the market realities? I also don't know what overhyping AI means and chip makers. I just saw a Google executive talking about why they are with SpaceXAI data centres because they don't have enough compute space and needed that as a bridge as they are building out theirs. So to me, that just tells you something. it's the same with Anthropic, did you see how much they are estimating their compute spend for next year is? And you have Microsoft pulling out of one recently because they don't see them coming online fast enough. I think there's a craze demand for infrastructure tied to AI and I don't really think it's overhyped. In fact in the context of being prudent, AMD is actually the most prudent with their estimates.

cward2208

I'm the director of IT operations at a corporation. I've been using AMD since I was 16. I'm 40 years old now, so I'm very familiar with the company, their value add, their product, and what they bring to the company. I don't think the company itself is fraudulent, not worth much, or a pump and dump. I think the listed value on the stock market is highly overvalued and heightened due to the current environment we're in, where we're overhyping AI and chip makers.

Bubbly_Doughnut_3880

have you done any research about AMD? why do you think its a pump and dump at 500? did you check its average rating amongst analysts? Did you see the last earnings about what next year entails? how much volume they are planning to pump out for their product compared to this year? research a bit more about AMD

HuckSauce

Mate, that is where money is made. You could have said the same thing when I bought AMD on tariff day. +500% since. The market is not efficient regardless of what your finance professor says, never has been and never will be as long as humans are in the loop and making decisions on emotion. It looks like the majority of people have no idea on the length of time between capital outlay and revenue generation time, so they think AI has no ROI and neoclouds won’t have revenue to cover their costs. It’s not only wrong, you can look at the take or pay contracts that cover their debt financing and do the math. Cost of capital increasing doesn’t make the ROI negative, it pushes a 2.5 year payback to 3-3.5 years. Find a company not using tokens, I will show you a company who won’t be competitive for long. Even in the event OpenAI and Anthropic stumble, tokens will be generated by a model (open source or not) and there is only so much powered compute available on the market. Demand will outstrip supply for the foreseeable future based on CURRENT model capabilities and CURRENT use cases. That doesn’t even factor in new growth vectors with next generation models.

Usual_Syllabub9213

What’s the likelihood of AMD at $600 by Wednesday. Call option expiring Friday l. Am I screwed?

1977classic

**The Catch:** The company has to actually build out the expensive infrastructure, buy advanced AMD GPUs, secure massive power grids, and successfully deploy the technology before they can collect most of that money. **Immediate Cash:** They are only getting about $40 million in initial prepayments. The remaining $1+ billion is spread out over years, and there are severe execution risks if they fail to deliver on milestones, face power availability issues, or hit permitting delays.

davide3991

AMD going upsies or downsies?

powerboner

My AMD sells never filled because of Robinhood’s outage this morning now I’m liquidated LMFAOOO. FUCK

powerboner

Schwab and Robinhood have been issues today. My AMD sells got stuck and wouldn’t fill even under bid. I opened a case and kept all screenshots.

Ill-Ad1603

It really doesn’t take much for AMD to give up gains, does it.

rudolf_de_Leeuw

If cautious guidance gets punished that hard, doesn't that suggest expectations are priced closer to perfection than the headline PE ratios imply? I'd be curious whether you're looking at forward PEs on MU and AMD, since memory earnings in particular tend to look cheapest right near the cycle peak.

powerboner

Guys am I trippin or are AMD sell orders not getting filled for options? My $555 calls won’t sell even at the lower limits

h8beinsober08

AMD frozen cuz Meta earnings gonna send it back to 650 and Robinson doors not allowed to participate

powerboner

Uhhhh, is anyone else’s AMD orders not filling?

mightyblend

Why am I holding AMD, AVGO and NVDA when I could just buy SOXQ and (theoretically) stop caring?

OrangeForeva

In 2016 you were correct, but always good to diversify a bit. AMD at $12 was a good deal to hold 1000 shares at least.

ItsyBitsySPYderman

No one is a bigger a retard than me. I owned 1000 shares of AMD in 2016 at $12 average. Sold them at $21 cuz "That's like a cheap NVDA knock off man. Noone wants AMD GPU's..."

dabblesest

Last chance to buy AMD for under $600 >!Yes my calls expire this week :(!<

dabblesest

I liked you better above 600 AMD, just saying.

QuarterDisastrous479

AMD probably gonna go back to 640$+. Im liking kt

myboywears

You should try it. !banbet AMD 555 1 week

BadaBingSil

https://preview.redd.it/jbw0raj4ifwh1.png?width=468&format=png&auto=webp&s=2a234a6db36f47533713c7819814fa21fccba391 mostly flat some action in MU, TSLA, AMD

RanaMahal

FWIW I think that Huawei and Xiaomi have had big breakthroughs and are rapidly catching up, but that’s only cuz China is throwing literally billions and billions into getting them there. I predict they’ll have some legit modern GPUs by 2028-2029. However, that’s still far enough away on the timeline that TSMC will also have increased production as their new processing mega plant opens, and we may see the 6000 series if they have the chips, so China will then be one generation behind Nvidia / AMD again. Neither of these things solve the problem of having zero compute available until 2028/2029 though.

Public_Umpire_1099

Exactly, it is such a wild take. Quality GPU cores and HBM are quite literally some of the hardest things to manufacture. Huawei, with full backing from the Chinese govt cant even make GPUs equivalent to what AMD and NVIDIA produced 4 years ago.

Ill-Ad1603

Need AMD to close above 590 this week.

NailDull2586

AMD

Valkorion335786

Jensen used to work for AMD Crazy

green_apple_trees

Revenue is growing the problem is a lot of AI related companies don’t have profitable business models or they have profits but they are relying on demand from unprofitable customers. For example Open AI and many other LLMs are losing a lot of money and if they go down then the revenue and profits of Nvidia, AMD and Micron etc go down. Profitable business models eventually have to be created or the whole industry will have a nasty downturn.

impulsivetwerp

I’m not too certain of that. It’s burned me in the past when I’ve been bearish on AMD, but I’m still skeptical and keep having a gut feeling that it’s gonna get a correction. So steering clear of AMD/ ARM for now

True_Truth

You forgot AMD. That shyt is going to fly to 650.

john510runner

How do you see things unfolding for AMD? Your comments above can easily be turned into a juicy post imho.

Notorious_Quan

AMD and NVDA easily!

r2002

Nice thank you. Google and Amazon are my biggest holdings as well. Though I missed the boat on AMD. Best of luck to us both! I think Amazon is going to lead in robotics given how much immediate use they already have for it in their own workflow.

invester13

AMD, NVIDIA, GOOGLE, and AMAZON. Sold Microsoft recently, at the wrong time, if I'm being honest. I truly believe Amazon will have their Google moment soon and will shoot past 300.

Waste_Bad1924

You have enough money in your account to recover. Just go slow. Buy good companies on this dip like Dell, HPE, AMD, NVDA , VST. with all the remaining money and you recover in 2 months

claytondpark

AMD hit ath then went into bear mkt in 2 wks 😂

Bjamnp17

AMD.

Ill-Ad1603

They didn’t have muse back then, also market cares more about their capex this time. I’m not betting on meta itself to go up, I got AMD 565c’s for 10/23

Jerakl

Fuck ain't that great. I had to let go of my AMD shares I got Jan 2025 last Sep to pay rent. Wouldn't have been 16 Mil tho that's stellar lol

andytobbles

In a grand attempt to “stunt on these hoes” Ima need AMD back at 600 asap.

GrossFleshSack

I've been cucked by cxmt when I could have been in SOXL. But at least I was half in AMD and that absorbed some of the loss. Now considering going deeper into CXMT.

Due_Negotiation6104

AMD will not hit 600, and im long since $100

Ill-Ad1603

Will AMD hit 600 this week or nah? I’m thinking zuck the puck will pump up the stock?

ClaytonKershaw22

All in AMD if it hits 450

magenus1984

10,000 Oracle shares averaged 135, followed by 4,000 AMD averaged 140.

mdh1119

You could do worse than to buy a few QQQ Calls good for a few weeks, ATM. I think this will recover from the drawdown, especially in hardware stocks. However, Q3 2025 will be reporting through November, with AMD early in the month and NVIDIA later on. I think if there is going to be a major correction it will be then. You could go long entirely on QQQ ETF only but hedge with long puts on pivotal dates. So if you get gains on the QQQ calls between tomorrow and then, sell them as an important date approaches (eg NVIDIA in mid month).

Unlucky_Goat_1678

AMD or NBIS seems to have the most asymmetric upside