AMD
Advanced Micro Devices Inc
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The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
AVGO is lagging the entire semis rally. What am I missing?
I was completely fine losing my AMD shares until it almost happened
AMD hits $1 trillion market cap as stock continues 5-day rally
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Mentions
Because most parrots "income" propaganda without basic understanding of underlying math. There's a reason why no CC-based ETF was ever able to outperform underlying. You're much better off just selling equivalent % of your portofolio for "income", if you really need it. Or just build income portfolio from scratch instead of selling CC on hyper growth stocks (which AMD is due to AI narrative).
There is no Cuda moat anymore. AMD kernels have already started outperforming Nvidia. Maybe Cuda still has more mind share but that will eroda quickly.
Well I had a mild issue when I installed my 9070xt and my friend had to troubleshoot something related after 6 months of using his 9060xt, so it's my anecdotal experience against yours. However that issue is common enough for AMD to have a separate page with the fix on their own website under the FAQ list.
Solid list, thanks for putting this together! Saving it for sure. The OCUL and EYPT wet AMD Phase 3 readouts landing around the same time should be interesting to watch. Could be a big week for that space either way. Anyone here actually holding into any of these, or just watching from the sidelines?
Indeed Neil is solid. I also like Brian, Adrianomics. Just sold some AMD and picked 10k worth of Avgo and NVIDIA.
I've never run into that issue personally nor am I aware of any of my friends with AMD cards running into it. Not saying it never happens but it's far from the normal experience of an AMD card.
Once they deploy 6GW of AMD hardware, sure. Not until then.
At the consumer level, nVidia eats AMD's lunch too. So much so that AMD completely exited the high-end GPU market because they have nothing that even comes close to nVidia's product on the top-end, and haven't for quite a few years now.
> AI support for AMD is trash And yet you felt the need to say this.
Made money off AMD puts, AMD calls, META puts, and I'm getting ass raped by GOOG calls.
AMD giving away $100B in equity to OpenAI.... In exchange for OpenAI to buy... $100B of chips. They're literally just diluting their stock so they can donate chips for free and record it as revenue. But yea, this isn't a ponzi scheme.
Chip companies don’t make money. AI was a fluke! Go back and look at AMD, INTC, NVDA earnings you’ll see!
Good questions. My reason for selecting Put slightly closer is human nature. I am / was afraid of the upside because of 2026 (and it happened on my AMD trade, I will share that in a day). My first proper earnings trade (as in my thesis was purely on IV crush), I observe for the first time how an ITM short put by $5 is still the same price as my selling price! 11.68 on open and 11.66 after earnings. Call dropped to pennies. Made money overall. What would I do? Close the whole trade regardless. No rolling out. I made this mistake in the other trades. If the thesis says, "This is an earnings trade, and close it on T+1 day" then it is that. Nothing more. I have broken that rule sometimes and it wasn't good. UNLESS my thesis is, I LOVE this stock, its already at a good level, post earnings I don't mind owning it at the put breach, then ill let it assign. That's a thesis I should be writing before placing the trade and calculating the risk for all this.
Too Big to Fail ? Is AI debt load too big & it can collapse basic economic fabric of society? $NVDA $MU $AMD $GOOG $META $AMZN $INTC $AVGO & $CRWV $NBIS Neo cloud look their market cap & cash burning rate.
where's bear hunter's burner account glazing Lisa Su and AMD🤌?
I'm glad I bought into AMD at 89, I just wished I exited my other positions and went ham on it. I only hold 26 shares
One of the biggest drivers of me buying more and more AMD was the negative sentiment on this sub. Inversing Reddit is a really effective strategy.
What's the return on investment for AMD for this deal lmao. Give away 100B in equity for how much in revenue and profit? Clown market man
It would be smarter to short AMD next Monday after the China thing sends it to $700
AMD call/stock holders are going to be really unhappy when OpenAI dumps 100B worth of shares into the market because they aren't making any fucking money.
I remember seeing this guy in the AMD stock subreddit constantly whining about this shit lol. I mean, the guy is clearly intelligent and knows his shit about the fundamentals, technical details, how these businesses *should* operate, etc... However, like you said, the market has been whack for so long and to most of us it was quite obvious what AMD was going to do after that happened so why not make some money on it? In the end I think /u/robmafia will be correct on many points but for a lot of us it doesn't really matter as long as you don't get delusion (i.e. AMD TO $2,000!!!)
So basically AMD eats 2 shits.
Intel and now AMD working for free. Yep we are fucked
Just send AMD back to 200
Insane ride for #AMD. The crazy part is that when you look at the Fragility Ratio indicator, AMD looks like it regains its strength and now sits at 1.56 fragility units after being at 0 just 1 week ago: [https://www.tradingview.com/script/j8lAn18Q-Fragility-Ratio/](https://www.tradingview.com/script/j8lAn18Q-Fragility-Ratio/) https://preview.redd.it/a9mnrrl589rh1.png?width=1780&format=png&auto=webp&s=84aeb96876f553353dd595f763e43e5960c268d4
>>AMD giving away $100B in equity to OpenAI.... In exchange for OpenAI to buy... $100B of chips. >>They're literally just diluting their stock so they can donate chips for free and record it as revenue. >>But yea, this isn't a ponzi scheme. u/PlayfulPresentation7 sorry missed your response >Do we call it a Ponzi scheme when Honda Financial loans you money to buy a Honda? If Honda financial gave me 10% equity in their company (what AMD gave OpenAI) worth as much or more than the Honda, yea of course I would come to the exact same conclusion.
Hi folks, 32, UK. Employed, £27850/year Money is general savings, no other pots or ISAs. The money will be used to save for a wedding, car, lessons, holidays etc, potentially looking to deposit on a house. I am happy to have it be fairly risky, riskier than the current dividend pie. No big debts. \- I currently use Trading 212 and have around £4.5k in a 'Almost Daily Dividend' pie via The Dividend Experiment but after seeing stocks like AMD flying and just ultimately seeing my own return fall flat over the last 3 months with this pie, I just don't think holding something like this long term is the right call to make. So, I'm a little lost whether to put the money into individual stocks like Tech or AMD/Nvidia/Apple etc, or to follow another pie that looks into those types of stocks a bit more. I'm aware that these are obviously more volatile and are higher risk, but the money is sitting there as a risk I'm willing to take. Any ideas? Even just as general starting points on what to even look at for stocks or how to understand an outlook of a company to think that they would be a good call to make. Anything would be much appreciated!
AMD from 200 to 600 was just sell the news
Exactly. AMD closed at $164 the Friday before the OpenAI deal was announced the following Monday. As an AMD baggie, I will take the 3x gains for 10% dilution
Except the P/S ratio for AMD is 24x over 5 years. Ignoring the fact that they’re trying to gigawatt milestones, pretending it’s spread evenly, that $2,400 billion / 5 = $600 bn of enterprise value. Net of the $100/5 =$20bn annual stock value, AMD shareholders are ahead $580bn per year. Stock is deeply undervalued. I need to buy some December 2032 calls..
No, that's not how the deal is structured. To get the warrants they first need to deploy 6GW of hardware. If openAI can't do that then they don't get most of it. Every GW unlocks a tranche. More incentive for openAI to deploy AMD and fuck Nvidia.
But they can run 1000+ of these VMs per Server, so it's only a million new servers. With AMD shipping 10+ million EPYC processor per year (estimates) and these lasting many years it's a very moderate uptick.
nice. I was lazy when young. spent 10 years enjoying university life and getting a three year degree. then worked only three days a week for like 13 years. then i had a mini-retirement for like 5 years. Only started working full time 8 years ago. Been stacking savings into AMD for about 5 years at this point. Like you, if AMD hits 1500 I could retire.
So... what you are saying is that OpenAI now has 100B in AMD equity. And since OpenAI is a fucking basketcase, and needs cash... they are going to sell that equity as soon as they fucking can.
All great until AMD shares go down
I agree on your point, but let me re-iterate mine. I had the damn Windows update breaking my drivers issue. I was aware it could happen and fixed it quickly, but it wasn't a smooth plug-n-play experience for me nonetheless. I paid $400 less for an AMD card than I would for a similar Nvidia card so as a bit more techy guy it was a trade I would gladly take. Most people wouldn't do that trade, they'd be the loud minority who had the same issue regurgitating it on the forums. Until number of smooth, plug-n-play experiences for people reach the same proportion it does for Nvidia, AMD is unlikely to catch up to them in the consumer GPU market. That's a market where they have a clear opportunity and most would say - an advantage.
The First Bank of NVDA, meet the Second Bank of AMD. Everything is levered to the tits and more, hinging on options flows instantly changing on bot-read tweets.
Windows pushing its own recommended drivers doesn't help but I think this is mostly just people who haven't been active in the PC gaming space for a long time regurgitating issues that were long ago solved. The initial guy I replied to admitted in another thread he doesn't really keep up with this stuff anymore, despite this he felt the need to say AMD drivers have issues???
I've used amd mi350x mi355x, and nvidia h100s, b200s, b300s. Honestly, today, for training workloads AMD has caught up.
My point is that AMD would have gone up 300% anyway. OpenAI wouldn’t have stuck with nvidia-only. It’s too risky to rely on one vendor that way.
That moronic issue caused by Microsoft, when Windows overwrites the GPU drivers with their own, might be strongly feeding into the "AMD driver bad" myth.
what's the % that AMD reaches 1,000 1 year from now
So AMD ultimately paid for the shares OpenAI got. Is AMD in trouble financially to do this deal?
The math is technically cute, but I think the post is mixing up a few things. 😄 OpenAI isn't spending $100B on AMD chips and then getting $100B back. They're getting a warrant for up to 160M AMD shares at basically nothing, but those shares are contingent on actually buying/deploying the hardware and hitting a bunch of milestones. At $600 AMD, 160M shares would be worth ~$96B — but that's the market value of the shares if everything vests and AMD is at $600, not $96B that OpenAI is pocketing today. The more interesting way to look at it is that AMD is effectively giving its biggest potential customer a gigantic equity incentive to buy AMD GPUs. That's potentially a great deal for OpenAI and potentially a very clever way for AMD to lock in demand. But calling it "$100B of free money" is doing a lot of work. 😂
Sam Gayman probably had to put on his best poker face when striking this deal. AMD is so retarded
People have known that AMD can do inference really well for a while but that just hasn’t had the effect on the Cuda ecosystem people thought it would.
No silly because they reported 100B in revenue which carries a premium multiple because of the inorganic growth rate induced by making this deal happen. All it shows is that it’s not sustainable and that they pulled demand in from the future basically by making it palatable to OAI investors with the addition of equity in AMD
yeah, AMD has been doing some stuff to make their chips more appealing to AI companies, but NVDA is still king and by far, they NEED people to start using and developing stuff around their chips. They also have similar deals with META and Antrophic, now time will tell, maybe they can finally rival NVDA in equal grounds, or just inflated their stock.
Fuck this sub for telling me AMD stood for advanced money destroyer when it was like $80.
#This prediction is sponsored by AMD. AMD: Together We Advance. LMAO🤌
The only time in the last decade that I've heard of a driver/game support issue was when CoD MW'19/Warzone was having significant nvidia driver issues. So like 6 years ago, and it was Nvidia having the issue. AMD bad drivers myth won't die, cant even escape it in r/WSB
AMD giving away $100B in equity to OpenAI.... In exchange for OpenAI to buy... $100B of chips. They're literally just diluting their stock so they can donate chips for free. But yea, this isn't a ponzi scheme.
AMD is up nearly 300% since signing this deal. One of the reasons is being seen as a major player due to this deal. They didn’t lose shit
It's more of a free hardware deal to use their engineering resources to improve ROCm and AMD hardware support in triton and pytorch.
Ok looked into it. They will now be a direct competitor to NVDA with this deal. I always thought that NVDA had a moat with the environment built around their chips so not sure how that holds up? The shareholders can see this deal was inked at $200 a share and the warrants only kicked in at $600 so anyone in at that is pretty darn happy a year later with 200% gain. Even if they give up 10% to dilution. AMD is now a direct competitor to the largest company in the world? Good for them but what a way to do it.
i sold all my amd (>50% of my port) at 200 right after the meta deal cause I hated these deals. They might as well register as a non-profit ffs. If they were a brand new company with no cred I could forgive it. AMD are industry vets with a solid name, they just didn't have the software stack yet and everyone knew this except them somehow.
Remember the AMD dropping support for "old" RDNA versions then coming out with a PR'd up explanation why they really weren't dropping support? You know, when they were still selling hardware with the "old" RDNA versions? Shit like that is mega common with AMD GPUs. It's been that way for a long long time, the driver and game support is far superior in Nvidia products.
You're just made you don't have $100 Billion worth of hardware to trade for AMD stock... 😎
Meh, with jalapeño and current nvidia dominance I like OpenAI having a fat stake in AMD and using their chips.
At the consumer level I wouldn't say worlds apart. NVDA is safe and secure behind their CUDA wall. Putting some holes in that wall is s solid move for AMD.
why does AMD need to do that in this chip market?
christ... are you some kind of crayon eating paper hands pessimist? AMD: 1500 EOY
Nah AMD created a company named GlobalFoundries that got their fabs. Ironic considering the co-founder said "Real men have fabs". I love AMD CPUs, I'm typing this on an AMD laptop, I have a AMD desktop, but Nvidia just smokes them in all metrics except price on GPUs.
This is why they did it. They just got a frontier lab to dedicate resources (humans and AI) to get their chips back to parity (or try to). If they can prove their chips are good for OAI, means other sales. AMD has their own fabs still, correct?
That’ll be fantastic for them if AMD has a bad spell or loses moat
AI support for AMD is trash. Maybe some good will come from this and OpenAI will start contributing patches to open source projects that increase, and in some cases add, AMD support.
AMD signed up for the worst deal of all time. They wanted to buy market share by giving away chips for free. But actually OpenAI would’ve diversified their tech stack to include AMD anyway to avoid partner concentration risk
AMD did this free hardware deal with both Meta and OpenAI, and it is NVIDIA who gets the blame for circular financing…
so is AMD a buy at this price?
They paid AMD by optimizing Triton and their own software stack for OpenAi.
If you feel bad about your choices, remember that I have a 2027 covered call against my AMD shares with a strike of $175. Maybe if I roll it for 30 years I can get to 600.
AVGO's story is custom silicon and networking, not GPUs, so it doesn't always move with the AMD/Nvidia momentum trade. The post-earnings weakness feels more like rotation into names with nearer-term AI revenue visibility; the custom silicon pipeline is real but more back-loaded. Have you looked at how much of their AI revenue is actually shipping now versus guided for later this year?
I can tell by the way he's 2-steppin' round the room, he had AMD calls LMAO
Is AMD the most obvious short in history here?
I bought MU and AMD because they were the hottest thing on WSB a decade ago. Both companies were memed to infinity. Paid off nicely ngl
MU and AMD carrying
I feel like AMD is going to have a -10%+ day when the rally starts reversing. Like, it’s been running on good news after good news with macro shifts.. all in a super short time and without any pull back so far Saudis pulling back on tech spending and investment might be the catalyst
Bought AMD on the Dip at 95 😂🙏 MU at 72
short INTC, AMD is a real company making actual dollars
So AMD puts now right?
I'm also [another MartyMoho era poster](https://www.reddit.com/r/wallstreetbets/comments/95xt9a/micron_club/). I got memed into MU, held through all the downturn but sold way too early when it pumped to $60. Are you still holding it? Thankfully I found my way back into AMD so it all worked out. Thanks Lisa!
AMD is literally on fire. I once had 100 shares when it traded at $60. Sad story due to impatience.
You can't dump into any random stock on any random day. You might have ended up with MSFT at 550, MU at 1200, AMD at 550, GOOG at 400 - timing is absolutely important. Yes, time in the market is eventually going to beat repeated entries - that doesn't mean you can't make your initial entry as good as possible. McDonald's is a forever hold, in my opinion.
See market cap vs net income of many, vibe pump market cap without earnings like AMD https://preview.redd.it/m3covpky64rh1.png?width=745&format=png&auto=webp&s=2dcc2f3e0a4bddd7ee96ea8bb0da5b52d7bb23a7
AMD overdue for a huge dump LMAO 🫵
#AMD overdue for a huge pump LMAO🤌
+0% is still ath on AMD buddy
This greedy clown has clearly never met a bear market. 400% gains in 6 years is a huge gain and massively putperforming the S&P. In fact, up until the past 12 months the OP was likely getting trounced by the S&P given the absurd parabolic gains in AMD and INTC.