AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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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.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
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
Mentions
I remember back when I was going to throw 20k into AMD when it was $2 a share... and i was gonna but 10 BTC for $2k, but then my financial advisor told me to throw it into some ETF instead. Thankfully I'm doing well, but goddamn man.
Yo bro. Check out AMD and Intels stock price and look at March 30th. Quarterly options expiration, AMD had sunk to 192 that day. Then options expire and new ones come, AMD doubles in less than a month. Then options expire again June 30th. Go look at Intel and AMD on June 30th - all time highs. I just short or long with the big boys. August 21st is next expiration and Intel and AMD have been crashing from their highs and recently have had no volume. I think this week they’re gonna crash semis to cash their shorts.
There are multiple issues with your approach: 1. Identifying as a bear or bull is retarded. Permabears and permabulls get slaughtered. Permabears quickly and permabulls eventually. 2. As a bear you're betting against a market that generally goes up over the long term, so you're already at a disadvantage from the start. 3. Dumbass position sizing and non-existent risk management. The WSB special. Play the market both ways and understand probability. The bulk of your port being long the total market (yes, boring total market ETFs work exceptionally well, even 2x leveraged can work really well) is your foundation. NEVER SELL, just DCA every month. This is the number 1 proven strategy that will beat most professionals and almost every gambling retard. You can make smaller bets on certain stocks based on trends. Watch position sizing. Even small bets (5% total for example) can make a great impact on your port if they work out as a multi-bagger. If you're wrong and become a bagholder, one good week of S&P gains will equalise even a total loss. Now to the fun part: Derivatives (Options and other stuff depending on where you live). Keep some cash on hand as an emergency fund / trading capital, preferably earning interest along the way. No matter how skilled you are at trading, it's always a gamble. You can stack the probability of your trade going your way by making sensible plays (strike prices and expirations that aren't retarded, good entries, technicals, catalysts) but the market can still fuck you or you can fumble the trade by exiting too late / early (early and taking profit is better than round-tripping, another WSB special). Again, position sizing and additionally, exit strategy and stop losses! Puts work exceptionally well as a hedge, which is the entire fucking point of them. Don't use them based on vibes. Use them when shit actually hits the fan to protect your port. Did that in March 2020 and while my port was bleeding, my account value shot up. Exited in time and reinvested gains over time by increasing my monthly contributions. I started out with a 10k port in mid 2018, now it's almost 300k. The bulk comes from boring total market ETF DCA, but I have never had an unprofitable year of active trading (mostly derivatives, but also a 600% gain on AMD stock which I bought in 2022). Didn't even make any trades in 2023 and 2024, just chilling. Now to the final, and by far most important advice: NEVER take a risk that could blow up your entire account.
Long story short, AMD may have started pivoting to neocloud business with their financing of Tensorwave. Both of the companies could greatly benefit the moment news are announced.
AMD bonds settle in T+2 days. Bonds were put on sale on Thursday, and T+2 lands on next Monday Market open. If AMD indeed ends up being the guarantor of the deal where the bonds were sold to buy in Anthropic with their recent 5b share interest and use it as a collateral for the site construction, first tenant deal will be officially finalized and stock price should surge. Beyond that estimates, company mentioned highly elevated interest from hyperscalers and neoclouds in the recent earnings call so any major announcement next week or the week after is the key for stock's price action
and btw yesterday's 10Q filings cite the following > The TensorWave Lease has an initial term of 15 years following commencement of the final delivery phase, with two renewal options of five years each, and is expected to generate approximately $6.5 billion in total contracted revenue over the initial term, excluding any renewal terms or the exercise of the expansion option. The TensorWave Lease also grants TensorWave an expansion option for two additional buildings at the Project Matador campus that, if exercised, would increase the aggregate capacity leased to TensorWave to a total of 650 MW. TensorWave’s obligations under the TensorWave Lease are guaranteed by TensorWave Inc., and the Company has agreed to provide a guaranty of the Landlord’s obligations and a completion guaranty supporting the Landlord’s construction obligations. The effectiveness of the TensorWave Lease is subject to the satisfaction or waiver of customary closing conditions, including Board approvals and the **Landlord obtaining project-level financing**, at a closing expected to occur on or before September 30, 2026 (subject to extension), and either party may terminate the TensorWave Lease if those conditions are not satisfied. There can be no assurance that these conditions will be satisfied or that the TensorWave Lease will commence. The facility is expected to be delivered to TensorWave in phases beginning in late 2027 and continuing into the first quarter of 2028, with TensorWave taking occupancy as phases are delivered My assumption is that AMD might be trying to expand in neocloud relationship business just like NVDA with Nebius and Coreweave and will act as a project level financing/guarantor for Tensorflow deal where the recent bond sales might be a collateral
Software Engineering (i.e. Customer-Company) perspective: In Q3 2026, I can do 50-70% of Claude Sonnet 5 tasks with a 2k-5k USD AMD strix halo or NVIDIA spark system and a free Qwen \~100B model. I can do 90%+ with a very cheap cloud router (or \~15k local hardware) and free/open recent Deepseek \~300B model. I can use recent free/open GLM/KIMI (\~1-3T) models for 95% of Opus/Fable use-cases, for a fraction of the price. Anthropic has hardly any moat if you ask me. It will just take a few more months for customers to realize they can save 70%+ of their cost by diversifying providers, models, and tools.
Don't worry bro, I got you beat. Sold NVDA adjusted split price of $6.25 two weeks before COVID Sold micron for $89 in 2023 Still holding AMD, but feels bad knowing if I didn't sell anything until know my wife and I would be retired lol
It's a hedge. By deeply investing into xAI ye can ensure that AMD doesnt get the business. By getting into bed with Google/Amazon and Oracle / Coreweave 5 years ago he slowed the big guys from making their own chips while giving them competition to deal with and lowering their negotiation power. Elon was on the cusp of buying his own fab and he wont so that now. But in the end everyone will win because the nvidia chips are general use, vertically integrated into a full DC and the fastest you can get at the price point without using ASICs
All in on AMD and RDDT until EOY. Next year, I’ll be at Wendy’s taking your order
My first options contact I purchased was an AMD option. Went from $60 to $360. Easy money. Then I went on to lose around 10K in the next few months.
If my ass was a tradable equity the ticket would be AMD (Advanced Methane Distributor)
I sell and I made 50% in two weeks. From 2023 to present, selling options on AMD and other chip stocks, I turned $40,000 into retirement money amounts.
Huge semi breakout next week, AMD finally broke the trendline today.
Short AMD, the semianalysis rumor is BS, and even if AMD and Google work together, at a minimum they wouldn’t start production until 2028.
By investing in AMD
AMD 600 monday cause my 550 call expired
Not until these $AMD and TPU v10 rumors are addressed lmao.
Turns out it was a SemiAnalysis note that said $AMD working with $GOOG on TPU v10 lmao
Goog considering AMD for its TPUs. Go read it on the AMD stock sub
$AMD if anyone is playing it... 514.82 is your key resistance level.... needs to break above that and hold it as strong support for more upsdide...
Semianalysis report that Google is exploring AMD for its TPUs. Hence also the drop on AVGO
$AMD... hmmm.... broke above 514.82 key resitance area. if that holds as strong support, 521.30 is the next key resitance. anyway, i aint messing with it in after hours. I dont even know why its up today.
I absolutely love when AMD rips these bimbo ass shorts… waiting for all the crying and “manipulated” market posts this weekend..
Missed 30K selling AMD early…instead I locked up all my fucking money holding AVGO and GOOG just to break even on them. God fucking dammit I hate myself
AMD just said fuk u to bimbo ass shorts.. retail bear like wtf?
Sold all my AMD and SNDK for more $NOK sitting on 18,000 shares now
Let’s go $NOK sold all my AMD added more shares
Broadcom is losing market share and Google is working with AMD on a TPU project for the v10 generation, according to SemiAnalysis.
What the fuck AVGO fuck you AMD
Guys why is AMD up in this bloodbath
Unironically this, I remember over a year ago everyone couldn't shutup about AMD being the Advanced Money Destroyer.
rumors that AMD is going to take some of its business with Google, which is why AMD is pumping. thats all it takes evidentially to flip hundreds of billions in market cap.
AMD puts look inticing
Reposting for visibility: $AVGO taking a huge dick, because there is a SemiAnalysis "rumor" that $AMD is working with Google on TPU. Unsure if true, but that's the main reason going around on Twitter (ignoring VMWare security bug). Doesn't matter if true, SA has clout despite their hit/miss history on such calls.
Why AMD up when everything down?
I've explained my strategy elsewhere. My personal income is around $750k. My household income is $1m. I'm almost the exact same age as you. 90% of my money basically goes into $VT. I buy VTI and VXUS but it's the same idea. 10% of my money I pick stocks that I hold and never sell. I include BTC in that, I bought two for $3k total in 2017. I work in tech so I've mostly invested in tech companies. I bought AMZN and GOOG in 2010 or 2011. I bought TSLA in 2017. I'm still holding those. I bought AMD in 2017. Most of these were $2-5k investments at the time. But most of my money is in a total world index fund. It's sitting at around $8m today. I have a $1m mortgage left on my $3m house in SF. You can look through my account history. I've been saying the same thing for years. You haven't mentioned investing *at all* until 1 month ago when you basically said you can't afford a Porsche, don't have much money, but are starting to invest and have lots of time because you're only 39. Like, that's great, good for you. But maybe take a seat on how smart you are about what the market will do in the future. You sound like an idiot.
For anyone still wondering why $AVGO is taking a huge dick, it's because there is a SemiAnalysis "rumor" that $AMD is working with Google on TPU. Unsure if true, but that's the main reason going around on Twitter (ignoring VMWare security bug).
$AMD is out there like "fuck yall doing?"
That would make sense why AMD is up 5% and AVGO down 5%. The power of those rumors lol
Reasons for $AVGO dip: 1 - BoFA credit rating cut 2 - VMWare security bug 3 - SemiAnalysis note on rumors of $AMD working with $GOOG on TPU (historically it's been $AVGO). If number 3 is true, that's probably the main reason. 1 and 2 are kinda old news as of 2 days ago.
Unreal. Got fucked on my AMD calls last Friday so I sat on the sidelines this week. Same exact play would have made me 6 figures.
AMD with 70 fwd PE up and up and company like GOOGLE with 20 fpe stalling. Amazing
Ah yes, lets dump AVGO 5% and pump AMD 5% randomly on no news, even though AVGO has better financials and fundamentals. Let me guess, TSLA and INTC are also green...yup. One of those days.
What's going on with AMD? 5% pump
When’s AMD next earnings?
I sold AMD at open…18K missed so far AMA
We all wish for euphoria brother. But it's time to move on. There are many other good looking tickers right now. AMD for example. Relatively strong today and wants 520 soon. Jmo.
Love how AMD doesn’t give a fuck, keep going bb
AMD relative strength today. 520 next
Lol bought AMD calls when it was at $466 then sold for minimal gains, then bought GOOGL. Fucked both ways lol. This is my worst month so far YTD.
AMD above $500 again.........please hold
AMD has blessed me with another profitable spread today. Will close around 2PM and have a great weekend
Sold all my AMD for SMCI !! LFG
Why AMD pump and AVGO dump?
Sold AMD way way way too early holy fuck
Sold my AMD way too warly holy fuck already missed out on like 10k 😭
What’s up with AMD? Goes way up yesterday then goes back to flat then goes crazy again this morning
AMD to 500 today please I need to pay for my truck that i lowballed on marketplace tyvm
New WSB people. That’s your buy signal. For Microsoft, once you hear Microslop buy. For AMD, once you hear Advance Money Destroyer, buy. Ect….
I’m loaded on AMD, am I fucked or cucked 😔
Here’s to hoping my AMD $490c print today, loaded up before close yesterday at the bottom. INSHALLAH
It always goes new ath before earnings Then it dips on earnings and recovers the next week Just like Google and AMD lol
The cloud is mad overrated it doesnt do anything of significance that NVIDIA or AMD can just integrate themselves
AMD is back to being Advanced Money Destroyer
Well.. it's not priced like a tech stock. Sandisk makes almost as much as AMD at a quarter of the market cap.
$NFLX, $SOFI, $ELF, and still a bit more up side 40% on $AMD
So for MSFT, Google, PLTR Saw they were down a ton for no real reason. Decided to just buy and try and flip it when I got 10%. SKHY, SNDK, MU, AMD I would do scalping and just buy +$100k of shares on a downtrend and compare it to the historical share that day/ week and just do a quick flip of 0.5-2% Some sessions (1 hr) I would make close to $10k I would usually have (3) bullets I can use with my margin. If the first one didn't hit and went down, I would use another. The last one was my final in case the stock slumped +10% and then I would be bag holding
We made threads back in 2017 on wsb when it was around 5 USD. It was a long shot, but people still talked about it, but the hype was in AMD and NVDA even then. Just checked now, it's been like 4-5 bucks for like 8 years, that's brutal. Glad I never bought it myself. Have no faith in the company, would take the gains and run.
its fine. let it dump way more. ill just add to my position. there r literally only a handful of companies that are leading in inferencing for AI (only others r AMD and Nvidia).
Hows your AMD puts going? Looks like we both make rough investments lol
Why did AMD do a full reversal?
wtf happened to AMD basically flat on the day now
You have to talk about AMD it’s not enough AMD pumping
experience: My main rig has a AMD Bulldozer.
People finally realizing AMD doing well still doesn't mean they'll touch any of NVDA's money
AMD finished flat after being up all day, love that for them.
What happend to AMD at the end?
Sold my SNDK early and went into AAPL and GOOG, sold them early and went into AMD. Can’t make this shit up…