AMD
Advanced Micro Devices Inc
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AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
+$16,000,000 on AMD and SOXL. Sold it all.
Warsh and factories: will today's data force an October Fed hike?
Nvidia, AMD, Micron fall as AI stock sell-off deepens
0DTE put went deep ITM after-hours - any way to exercise after cutoff?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
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 📈 📉
Mentions
I think AMD pumps... each past er was getting smacked down
What a day to have AMD earnings, doesn't feel good.
Funny how people think Intel was a good representation of the semiconductor trade. INTC was always a grift play by 🥭. They’re a mostly irellevant player in the buildout. Now AMD actually matters.
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $440.00 (below) | $490.88 | -10.4% | Fri 12:39 PM ET |
All eyes on AMD. Save CRWV
**BanBet Created** ▼ | **Record:** 1W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $350.00 (below) | $490.98 | -28.7% | Wed 12:35 PM ET |
There is no way AMD meets or beats the exaggerated expectations for their Q4 is there? And their forward guidance for the PC market will have the same caveats Intel did and got punished for.
anyone playing AMD earnings? i think 550 is possible but so is 400 below
AMD Share price to be sliced in half.
AMD is way more important tbh, its gonna be gridlock if Dems win
But AMD is taking Intel market share still
This AMD pump is a rug pull I just can’t prove it yett
Banbet AMD 440 by tomorrow babyy
AMD can literally only go down on earnings right? every beat, miss, or met-expectation has dropped stock prices on basically everyone this earnings season, and AMD is up 125% YTD...
Midterm erections and AMD earnings, it is going to be a spicy evening and a spicy open tmrw
AMD has run so much this year they gonna have to set the bar real high and even then under this macro...
"So the plan is that AMD will post great earnings, increase guidance, and reassure everyone the AI trade is still intact. Then we sell it all off"
That's why I have been BTD on SK Hynix over the $SOXX. I was looking at the $SOXX holdings and its over 9% Intel as its largest holding and it has more AMD and Micron than Nvidia. I no longer have to buy $EWY to get the $SKHY position. I'm not interested in owning Korean banks or Intel, I think we're at the point where it's better to just buy the best stock vs sector ETF's with all this over-concentration, rn.
> So did Micron and look at how that stock has done after earnings AMD has better timing though, as the election will be over when the market opens after their earnings.
AMD puts is free money idk why yall skeptical like even if they beat earnings by a mile
AMD puts are “too obvious?” Also there’s the chance of the election or peace news derailing it I guess
If you said this when AMD was 100-130 you would’ve got shot
AMD will save the market
they wouldn't have yesterday some AMD $490 puts bought at open yesterday that were 0dte printed from like $10 each to well over $1500 lol.
AMD forward P/E based on last quarter is more overvalued than INTC now. It’s also not INTC though
I frankly don't know why you wouldn't yolo some otm puts here the narrative just shifted, intel shat the bed, and other high growth and arguably overvalued names were getting slammed AMD is still a 125 PE, seems yolo puts is a good play here. its worth the risk imho I'm in for some 380/360 and 370/350's. if AMD pulls an intel and does a -25% these will print massively and if it doesnt, then who cares, they're cheap anyway
if you're not yoloing AMD and SMCI puts after the blood bath of intel what are you even doing?
AMD valuation ahead of earnings in this climate lol
I will keep this in mind once AMD post results
Y‘all forgot about AMD earnings or what 😂
Big day for semis tomorrow, I expect +/- 5% for most of em depending on AMD earnings
Are yall doing AMD putas for earnings
What are AMD ALAB doing tonight?
AMD sets off the semi trade again today
puts on AMD earnings or what?
For the record, 9/10 times AMD dumps on earnings even when they're good. AMD's pumps usually come sometime between one earnings and the next.
Come on AMD i know you can go to 400 by tomorrow
what are your AMD bets today?
Anyone playing Nvidia for AMD earnings?
Just need AMD to not fk up the earning like Intel .
AMD going up after earnings.....too much bearish sentiment
AMD reports tonight: consensus is \~$13.1B revenue (+42%) and \~$1.95 EPS. After Intel beat and still fell 28%, I’m watching the Q4 outlook more than the beat.
you can buy another one with AMD bull spread. Let's see tomorrow.
#The last time AMD pumped this hard before reporting earnings, it crashed hard after reporting LMAO🤌
genuinely not bad for the price on the pc. 5070tis are going up (like fuckin 1k+ now), 32gb ddr5 5200 is like 400-500, intel isn’t terrible- yea you could’ve went AMD but tbh that would’ve cost ya more, and you got 1tb. all in all not bad for a prebuilt, you take what you can get these days.
Ok AMD, all you have to do is come through on earnings to blast semis to space. Do not make mistakes 🧐
Lisa Su will make AMD great again!
20x600c 11/4 AMD wish me luck gents
Bots in the comments advocating for AMD CPUs are like bots in comment sections advocating for Linux OS
Instance spend on AI. AMD will go up right? Right? Nana please answer me
as an AMD bull I'm 100% sure its dropping to hell after earnings. But last time the sub was this bearish on AMD it rallied like a mf.
All bounces are guilty until proven innocent. The market is in a downtrend. I wouldn't bet on earnings in either direction. This market has been punishing even great reports. Do we really think AMD is going to escape the PC slowdown that destroyed INTC, and buck the trend and have a positive reaction? Most likely, that would require an election result that the market likes. A democratic sweep would likely not be welcome.
AMD is in a much better position than Intel so I doubt they will dump as hard as they did
Should went with INTC puts and an AMD CPU
The 2030 start date is the part I'd weigh most: by then HBM base dies will have gone through several generations, so locking Fab 2 to AMD and Nvidia now reads more like a capacity reservation than a firm revenue line. If Nvidia does keep its NVHBM base dies at TSMC, AMD becomes the anchor customer, and Samsung's 2nm yields over the next couple of years become the real thing to track.
AMD puts are tempting but I feel we may be in for a bamboozling
I am also shorting neoclouds expecting AMD to shit the bed… no clue my friend same hypothesis you had
I think AMD earnings will beat expectations. Adding to the semi fuel today.
AMD puts is the way, follow the market trend
Why AMD $450P so expensive
AMD to determine semis direction.
AMD earnings are going to be interesting, but who the fuck knows roght now.
Election or AMD earnings could dump it. If not, probably a pump this week and maybe down later this week or next week. If we don't rally higher of course.
Everyone is waiting on $AMD earnings after close before making any big moves. AMD should give the market a better clue if lower AI semi demand is just an Intel problem or an entire semi market problem.
about 5 minutes before close I will sell so many AMD put spreads that my entire account will be liquidated if it falls more than 15%
https://preview.redd.it/k41liuoc3fzh1.png?width=1426&format=png&auto=webp&s=59ff42315d2b393d804cd8fe8579adaf710bb2f7 Have AMD earnings put = easy money. Anything else I'm missing this week?
soxl is gonna tank to 68 like yesterday and 50 when AMD fails tonight
AMD a slaughterhouse tonight
AMD puts or calls after earnings?
The problem is that too many people went deep into hot garbage stocks like Intel and when the inevitable happened it took all the market with it, there is an AI bubble but its not AMD or Nvidia, people just like to play casino and put their money in the dumpsters next to them and act surprised then they realize the dumpster is full of rats
Time for some good old $DAMD - AMD Bear x2
what you guys of arm holding and AMD today
guys AMD reporting tonight, if AMD doesn't report $200 Trillion profit, the stock will tank
History might not repeat itself. After AMD earnings the whole market will be dragged into deeper waters.
This is just the big boys shuffling around their AAPL and AMD plays. We're going down this week due to Dems winning and all the rich people selling out of spite and their way to pout
Thanks gonna get a few AMD puts on this analysis
Net Read Today's rally is a fundamental re-rating, not just a technical bounce — Lattice and Fabrinet both provided hard earnings data validating AI infrastructure demand durability into 2028, directly addressing the core bear concern that drove yesterday's selloff. Combined with midterm relief and the Micron/GlobalWafers supply deal, the long liquidation wave discussed this morning appears to be finding its natural exhaustion point. Watch AMD tonight.
I'm not going to play AMD earnings... I'm not going to play AMD earnings... I'm not going to play AMD earnings...
Prepare anoos...A "rising tide lifts all boats" effect frequently takes place in the broader semiconductor space. When AMD proves that data center spending remains high, investor confidence flows into its direct competitors and lovers... avgo mu anet intc mrvl hpe intc and nvda....not sure just get soxx
Yeah cause it’s more overvalued than AMD
Will AMD break the trend and pumps post earnings?
imagine if AMD hit $600 overnight
lol even with day before earnings $AMD IV lower than yesterday https://preview.redd.it/5ni1wh8puezh1.png?width=607&format=png&auto=webp&s=1764803022414cf07e9977a50428aae8ede785df
Mad people probably thinking puts on AMD bc of bearish sentiment and INTC and etc etc. Probably gonna pump
AMD pumping the day of earnings, sus af.
first time actually bought the AMD dip, the question is, should i hold til earning
I mean it seems obvious to short AMD, which makes me want to buy calls
My mind is telling me NOOOOO but my body.. MAH BODDDYYYYY is telling me YAAAASSSSSSS *AMD OTM puts order submitted*
Im just holding my MU SKHY AMD through this dip. What else is the market going to rotate into? Nothing thats what....Ai is still the play. MM just wanted to flush out the over leveraged and scared retail.
So this is less "Samsung wins Nvidia" and more "AMD gets the fab, Nvidia gets the footnote."
AMD next to the chopping block