AMD

Candid_Consequence94

Money from MU AMD SNDK will rotate into MSFT

Beneficial_Sense_275

!banbet AMD -40% 1d

NerdModeXGodMode

Doge, Bitcoin, Tesla, AMD INTEL NVIDA. our economy is based on hype lol

Useful_Position1211

MRAM, partnered with IBM, AVGO, AMD, DELL, GFS, STX, MCHP etc.

GatorsILike

Not to AMD who has a lot priced in coming from them

Candid_Consequence94

Puts on MU and AMD tomorrow!

Educational_Coach269

sell all AMD

OnlyTheStrong2K19

AMD!

TheSauce69

chad AMD gains 8% while virgin NVDA struggles to hold 2%

eftanes

I too would like to start an AMD datacenter. Please dm me AMD

AppSecPeddler

Same got CEG end of last year. Just bought TE this week but rotated some AMD out to just take a 1% position Don’t see the benefits but the “what if?” Made me make these moves

Legal_Shop_5501

Good day to be holding INTC, AMD and MU

tachyonvelocity

If you’re not in one of or all of the 3 semiconductor materials companies, you’re missing out. LRCX AMAT KLAC, special mention ASML. These companies are literally forever holds because of oligopoly status. In fact most of semis are now oligopolies because of how specialized everything is, completely different than even dot com when companies had no moat. The technology to advance to even a fraction to compete with these requires a gargantuan effort. When competition happens, what you get are like software collapsing. There is almost no way new companies will come compete with them. Who will make a new company to compete with CPUs with AMD or Intel??? Who? Moat in investing is of paramount importance.

PookieMan1989

Same shit was said about Google and AMD. If anything I like it behaving so badly that it’s almost comical. Watch it double by Christmas.

Fit_Situation_3045

A big difference is that nobody was considering NVIDIA a bad investment in 2010, if anything it had a lot of retail interest due to gaming. I myself bought AMD at like $2 pre ant splits. Today people are considering TSLA a bad investment, there are better opportunities. They can't solve FSD which is a bounded system with rules, but I'd bet you think they will solve unbounded embodied AI and humanoids. Good luck.

Left-Signature-5250

So can someone tell my why AMD has a fwd PE of 35 but NVDA has a fwd PE of 16? Did I miss some important piece of news?

Boys4Ever

But until that equipment is delivered it’s a liability and not free cash flow. It’s useless consideration. No different than the circular financing being executed by NVIDIA and AMD to make the books look more profitable to investors yet the books never change because cash isn’t earned until product or services produced and delivered.

Candid_Consequence94

MU and AMD are useless without MSFT

joeyeats

AMD was down $50 monday but closed like -$10

No_Fox9998

option pricing is off. for AMD , jun 19th 500 call is showing 0.20 or something. in the actual chart in my broker it is showing 9.x.

SmellyStinkyGuy

Yah, profits chase me, but im faster. Sold September $200 calls for AMD when it dipped to $180 and than rebounding to $500. Sold MU $400 calls after it dipped under $400 in March.

tradematesHQ

You're seeing the opening auction imbalance and algo-driven momentum. First 10 minutes are dominated by institutional order flow and overnight gap fills. AMD and Micron are high-beta names so the swings are exaggerated. The 'crash' back is just mean reversion after the initial liquidity grab. This isn't a pump scheme - it's market microstructure. Focus on volume profile and VWAP if you want to trade the open.

chromevfx

AMD

Bilbo_Butthole

Lmao you retards said the same thing with GOOG, AMD, etc. Keep buying at the top lol

HungryHashMastr

No way AMD doesn’t get sold off after this pump

HungryHashMastr

AMD fully cranked though

bslaven3

If they get FDA approval then yes, if they don't this stock will drop significantly. They didn't get approval back in December of last year and it went from close to $2 down to like $0.50. Some have hinted at this being the last ditch effort since they are burning through cash trying to get their WET AMD drug in the states. It was approved a while back in Europe I believe.

BlitzComet95

AMD puts here seem like the play

HungryHashMastr

AMD got some juice suddenly

HeresiarchQin

I am heavy in an ETF with the top three allocation being NVDA, AAPL and MSFT. MSFT is exactly the derpy head in the three headed dragon meme. In fact it single handly dragged down the whole ETF which also have INTC, AMD and MU.

MaterialGuy007

ORCL.  Quarter was surprisingly good - they’re surest way to distribute cloud AI to Enterprise - besides companies having own servers. fwd PE 20 compared to ARM fw PE 139 AMD 65, MRVL 63, AVGO 32, INTC 133 - Jensen Huang slowly shaping up like a Jim Cramer evangelist 

Much_Candle_942

SOXX is dominated by MU, AMD and Marvell. WDY expect!

housemouse431

damn meta misses the entire rally but catches the entire drop. META is the 2024 AMD

zerefdragneel1314

Too long didn’t read cus it doesn’t matter. Too much micro and not enough macro. SPY having a correction -5% and 11/12 times, it rebounds in 2-4 weeks. Any calls bought within this the frame gets wrecked. That’s all that happened. AMD calls will print once SPY rebounds the next week or two.

obb223

Leaving your money "in tech" is a bit vague. I wouldn't feel confident putting all my money in Intel and AMD. The 10 year horizon for Google vs. Micron is going to be wildly different.

Bluecoregamming

as someone who missed all of MU, and SNDK, and, AMD, and INTC... man i'll ride this bih to the ground. If MRVL actually hits $1T and I didn't get a single piece, I got nobody but myself to blame.

No_Stand5622

Knicks remind me intel and AMD back in the day.

JB-America

I have been bleeding all month - lost 25% since late May - too much leverage, but all my long bets turned read - MU: PAWN, NVDA; Samsung and HJ Hynix via European ADR; AMD, all all all took away lots of money

Morality01

Pray AMD goes back up

my_lastnew_account

140k in the regard stock that shall not be named after I sold at 7.80 and bought back in at 4.20 because the number was funny  200k in AMD 100K in MU tomorrow at the close I sell all my amd and MU to full port into SpaceX Friday morning.  The market is regarded. I'm more Regarded 

Inevitable_Visual_62

...I sold AMD $300 call at $11k and it went to $30k+ within a week....🫠🫠🫠

LopsidedAssistance90

That was me yesterday, got borked by AMD

-medicalthrowaway-

You all know, with how much hate MSFT is getting, it’s going to be the poster child in about 6 months AMD 2.0

Ok_Asparagus8149

AMD just copied Nvidia business model

Joey-Cap

I need a +10% day on AMD tomorrow or Fat Tony is taking me on a fishing trip

OnlyTheStrong2K19

AMD is a buy as the growth story is still intact

Secret_Stick_5213

I’ll have to check it out. AMD been so good to me I been getting a good feel for it, but should try branching out to some others

banditcleaner2

everybody that missed NVDA, AMD, MU, SNDK, WDC, STX, \*name literally any AI stock here\* are all fomoing into SMCI because its like the only AI-adjacent stock that people think hasn't run yet but should, when clearly that is really not at all the case

fitalwaysandforever

Lol, there are plenty of people here doing better than me or who at least have a much healthier work life balance. For me, what’s in the stock market is basically everything. I’ve been a workaholic my entire life and, at 30, I honestly feel like I don’t and haven’t had a life outside of working. The portfolio wasn’t built overnight either. It came from investing every spare dollar I could and a mix of having the patience to hold things like VOO, NVIDIA, and AMD for years + getting lucky with them at the time. These days I’m not able to save, and inflation doesn’t exactly help. So after sacrificing so much of my time and energy for years, it’s really tough not to feel discouraged watching my portfolio drop. 😭

aftherith

Maybe that AMD 2027 200 call I sold won't get called away

Haikoe

Lmao, ppl in here thinking AMD actually produces shit. Lmao This market is fucked

Imgoin2brich

AMD is going to announce a public offering and crater 30% within the next few weeks Tick tock

Imgoin2brich

AMD is going to announce a public offering and crater 30% Tick tock

KeyInstruction641

*Delay for Sam to get there first? Remember SPCX is the biggest ever. ORCL, GOOG already diluting. Soon every insanely valued tech stock from SNDK & STX to MU and AMD are going to be lining up for Muppet money.*

SighRamp

NGL been way more successful ignoring news and financial shows on TV and just trade off price action. Been able to remove completely the "markets should be doing x because I think y" mindset has done wonders. It doesn't matter what I think the market should do so those days are over. AMD and MRVL puts yesterday and today at open has been glorious and even took some QQQ puts at around 2 when it failed key level. Have AMD MRVL and SMH runners left.

CheapHero91

seriously tho poor open AI. AMD couldn’t hit 600 so they won’t get the free 10% stake 😂

agnatroin

How do AMD chips without Cuda architecture fare against Nvidia in AI applications? Can someone enlighten me?

irotok_isBae

People like to talk their shit but I’ve found basically all my biggest winners from this subreddit turning the 4 figures I had when I was just starting my 20s into 6 over the course of several years. This place is the reason I bought NVDIA, RKLB, AMD, and others way back before they blew up. There are legitimately good picks being posted on the sub and you stand to make some decently good money without too much risk if you aren’t wagering your life savings on options trading the way others here do.

RampantPrototyping

I wonder how many people are getting margin called over AMD and MU

MetalliTooL

You can. Buy $AMD.

Lachrim

This shit was only going up since SPY 480 , tech stocks been vertical for months, AMD did 5x from tariff lows in a year, what else do you really want? You greedy fucks

Choice_Potato_6279

Google and AMD on a vertical chart is definitely a valid strat tho

Unhappy_Hedgehog_808

I bagheld AMD for like a year after getting assigned on some short puts. Held it back to breakeven at like $125 (while periodically selling covered calls), the it promptly goes parabolic.

Heavy_Ad_7799

AMD is willing to invest heavily in customers to accelerate adoption of its chips and compete with NVIDIA's entrenched position."

wowthisislong

Finally AMD has properly figured out how to do the nvidia thing. Maybe now it'll go above a trillion.

joetuckerryan2026

SMCI lolll which is more over-valued, MU or AMD?

userhwon

See, this is why I haven't gotten into Intel. They're on the semiconductor hype train, but they have proved over the last 20 years that they lost their ability to make their processes hit targets. And they haven't proved they have cured themselves of it. Like, at all. And x86's days are numbered. They haven't had a moat in it since AMD got Ryzen, ARM has steamrolled them both, and RISC-V is free. Scary that people are putting their risk into Intel.

JustConversation7847

This isn't strange at all, Nvidia is eating their lunch and AMD wants a bigger slice of the pie No wait, this is AI so I should automatically poo poo this

Useful-Letter-2305

That’s not bad though. That’s $100 more than I have to my name. I was too scared of trying options and then I finally tried with amprius since it’s at the forefront of the high density battery market and is only going up and since the stocks are $20 the options are only around $100 instead of $1-2k like AMD or nvidia or micron. Calls and puts for anything over $100 is far too expensive, so I tried with amprius and bought a $98 contract, sold an hour or two later for $180, luckily I did pretty good cuz it went up a little more (could’ve sold for $250) and reached an all time high before crashing $6. So it was good I wasn’t too greedy. Unfortunately I sold them all to pay insurance since my financial aid got held back for another month putting me in major debt and since I don’t have credit history I can’t get a credit card or a loan, not even a predatory loan. So kinda sucks

fewthingsarerelated

I don't want to admit it but I should probably sell these AMD calls for a massive loss and switch to puts it looks like everything is going to fall off a cliff right now

soscribbly

💯💯💯 a mf here said he bought AMD calls while he was well over $500 cause “sToNKs oNlY gO uP”

CROSSTHEM0UT

Lol clueless regards. AMD has been partnering with TensorWave for years now. And these deals are nothing new, it's been happening in the AI space for the last 1-2 years now with both AMD and Nvidia..

brainrotbro

These financial loopholes are interesting to say the least. Honest question: who ends up holding the bag here? AMD gets a 'legitimate' boost via chips sales. The purchaser into which they're investing presumably gets funding from VCs? Creditors? Something else? If the purchaser eventually goes under, can AMD write off that investment against other profit centers? Or does it more benefit AMD for the purchaser to stay in business, while someone else holds the bag?

fewthingsarerelated

Welp should have sold my AMD calls this morning This is fucked

LXVIIIKami

Literally anyone in here could be next. Think AMD is gonna fund just one?

Star_Lord924

AMD can you just fucking die alreasy and stop sitting on that fuckin 457 perch. 🤬🖕🏻

A55BAG

This is how Lisa Su reinvests into growth 😉 Seriously tough is AMD as strong as the sentiment implies.. They had to give 10% of company to META and OpenAi to get them to use their products. I don't think AVGO or NVDA would ever do something like that..

LopsidedAssistance90

I lost so much on AMD in the last week

DumbNutter

AMD back to being Advanced Money Destroyer

diego_tomato

M should be Mu and A should be AMD

shtoops

Your thesis that one of the most well funded, most widely adopted AI companies on earth is the one that gets sold for pennies because a competitor made a shiny model is ridiculous and fanboyish at best. This isn't a winner takes all situation. Microsoft vs apple, AWS vs Azure, Intel vs AMD, iPhone vs Andriod .. Leaders change and market share shifts.. multiple winners emerge and some die. I'm willing to bet that OpenAI will be around for quite some time. And if OpenAI actually collapsed, that wouldn't be some isolated event. It would call into question the economics and capital requirements of the entire frontier AI industry, including Anthropic. Investors wouldn't look at OpenAI imploding and conclude everyone else is perfectly safe.

fewthingsarerelated

Gonna need a crazy +10% day on AMD to save my sorry ass

blazkoblaz

So they are just giving free AMD chips ?

CalebVanPoneisen

Do people in the UK call them AMD crisps?🤔

MaximumUpstairs2333

I can't wait to buy the AMD equivalent of Grace Hopper on back market for my home lab..

karolisrusenas

got some very cheap SIVE +400% up, SOI. Reduced the footprint a bit in photonics to diversity into INTC, AMD and WOLF (conflicted about it, great tech but jesus christ their financials 😄). Maybe it would make sense to double down on optical switches for now, they are needed and probably wouldn't matter if it's pluggable module or CPO (need to research it a bit more)

j4_jjjj

AMD was left out of the big boy circle jerk, so they went off and gave themself a stranger

NotUrRealDad

This company wanted the chips regardless. AMD didn’t create this company and force them to buy AMD chips. So IMO the demand comes from the startup. 

NotUrRealDad

They aren’t fueling the demand. This new company is short on cash and probably came to AMD with a proposal for funding. And AMD was probably not hard to convince when they were told the money was going to be used to buy their chips. 

gigio123456789

What’s the accounting trick here though. Does this stuff show up as some kinda earnings in both books? AMD have paper earnings because they just invested in some asset (the startup) whose paper valuation goes up. The startup has the CAPEX show up as some kinda paper earnings through some depreciation rules?

OrdinaryReasonable63

And in six months they will announce that AMD will be buying compute back from them 😂

NotUrRealDad

It’s not at all. AMD is essentially trading chips for stock. It’s not that hard to understand or anything close to a perpetual money machine. 

JellyfishFestival

Calling this an 'anti-Nvidia data center' is definitely dramatizing AMD's corporate purchasing decisions in this headline

NotUrRealDad

They’re essentially just trading stock for chips. Seems like a fair trade to me. AMD has a vested interest in making a a good product because they own their customer. 

Neader

AMD is moving a full percentage point in either direction every 5 mins. Great for FD scalping if you have mega sized balls and not a small pp like me.

Neader

Holy fuck I'm happy I sold my AMD call 5 mins ago really dodged a bullet there

DefinitionOfAsleep

>Leasing is strange word to use. It's the industry term that's used. AMD leases TSMC capacity etc. It's what everyone calls it. After making the deal, the person buying the capacity has it secured for a time frame. TSMC/Intel/Samsung/Global Foundaries etc can't just go "no, we want it now"

fewthingsarerelated

AMD to $505 today plz

egauifan

Think AMD exec saying DRAM prices will normalise in 2 years was the nail in the coffin. But who knows AI buildout is huge.

SighRamp

When the market clearly was going down yesterday bought AMD and MRVL puts. Sold them as they started to go back up. End of day re-bought them.