AMD

Independent_Ad1086

AMD is unstoppable, love you lisa, you crazy bitch

OwnSignificance9290

AMD up from 400 to 560 in 6 days

Embarrassed-Jump-212

AMD you beautiful bitch

Tim_Riggins_

Bought some and AMD other day sub 500. Should have got more

BatumTss

Jesus christ I pine for days when the markets weren't so volatile, AMD up 40% in just a few days after crashing to 400$ and that's a massive company.

Shad0wK1lla

Google news is also very bullish for AMD, hold your pants bulls this rally just started

Hussle_Crowe

“This is great. At 10% a day, I just keep my money in AMD and in a few weeks my $500 will become a lambo. I love risk free stocks” -the entire market apparently

Rav_3d

According to AMD, ROCm is a viable alternative to CUDA. We shall see.

Rav_3d

I would disagree with "very little risk." I manage risk based on price. NVDA is stuck back in the range it could not get out of easily before. I don't see a rush to add to my position here. I'm holding my long-term shares but focused on other opportunities in the near term. If the AI trade is back, stocks like AMD and NBIS will likely outperform NVDA in the near term. While I'm waiting for NVDA to prove itself again, there are better opportunities.

M1BG

Congrats everyone who diamond handed AMD the last two weeks. Are we holding or selling?

osendze

Are AMD bears oaky? How is anyone surviving holding puts on this stock?

bigtiming77

Staring at my AMD gains trying to decide if I sell half to lock it in or YOLO the rest for MOASS potential. The anxiety is real. If Jensen says something weird tomorrow do I dump it all? Or hold because Daddy Jensen knows best? Ugh.

Bonkers119

AMD single-handedly trying to save my account

Hussle_Crowe

!banbet AMD 1,000 1 week

gopoohgo

Listened to a Dan Niles interview on CNBC Monday ah where he shorted AMD.   Hope he enjoys this bag of dicks 

norty125

I would but I'm doing so well swinging on AMD right now

ZucchiniOverall9476

Fuck AMD 120 p/e joke

Legal-Slip-684

It wouldn't go back to the exact multiple (unfortunately), unless true competition emerged, or supply became abundant. Some weird shit is going on where AMD doesn't compete in a fashion that drives the same consumers towards a value decision, ESPECIALLY if they rely on CUDA. It'll drop a lot but because of elevated prices that will stick, and because of public knowledge on the (profitable) company being much more widespread, it'll likely be at least a couple multiples of its pre-AI boom evaluation.

SwtPotatos

From the perspective of purely fundamentals I will stay out of pricing, this company generates less revenue then a hardware company that already exists in this space with much less risk but with much higher valuation I.E AMD or MICRON. Its not a stock i could theoretically hold for 5-10 years at a 1.4 tril valuation, id take a risk at 500bil or less but even then there is so many great companies out there why anthropic? Heres the risks: There is no physical or digital moat for Anthropic, they want to build data centers now but if they build thats a 2-3 year story and that will drain their war chest heavily. 1GW data center costs 30bil+. If you look at the last qoq earnings from q2 and q3, revenue has accelerated at a SLOWER pace while capex has accelerated at a FASTER pace. Net income after share issuances is still a concern as this will continue to happen ( dont care about donation or not). Capex will continue expanding for the foreseeable future with a 852billion committment to other companies. From my numbers if they dont accelerate revenue to atleast 60% qoq atleast until eoy 2027 they will bleed cash and be out by 2028 and will not to dilute and cap raise. Junk Bond Status, if they truly do receive this as capital markets are tightening they will have to pay huge interest rates which will again eat into net income. The newest risk Nvidia, if Nvidia and Jensen is found to be guilty of treason and selling to china it will affect investor confidence in a major way as china had access to the model hence they are now on a level playing field which means chinese open weight models may just be as good as claude.

BadaBingSil

glad I didn't chase $AMD here but I'm sure I'm gonna look back in 5 minutes and it's gonna be 560 whatever I profited today no mo chasin

Hussle_Crowe

AMD making it seem like the AI bubble is just getting started

MaxDragonMan

AMD just an insane +36% since the 5th. We're talking about billions of dollars here. Jesus Christ. Anyways, happy to hold it.

Whole-Reality4470

Thank you for your realistic advice. I feel I do not know anything and that's why I am here I heard about some stocks here for the 1st time in my life... all of friends just know NVD, AMD, Tesla, Apple, these well-know ones

diego_tomato

AMD AND MU :wow: :wow: :wow: :wow: :wow: :wow:

NoProfessional4650

Honestly MU could double and still be undervalued lol. AMD prob worth like $1K now given the Huang-in-Huang situationchip.

Ldn_twn_lvn

I'm feeling ya bruv 🙌🚀🔥 +AMD +MU 'scaling in' process in effect, as we speak..... the move was always waiting, coiled up like a spring, now it's releasing

UnholyTrigon

AMD up almost 40% in 4 days

whyareyoustanding

My AMD trailing stops fired. +25k for the day, later boys it's been fun.

ConclusionEven6917

realistically, reason the other semis are flying is because NVDA is selling. everyone seems to be playing the idea that AMD will be the nig beneficiary of the NVDA fallout given the stock is already 36% from its lows less than a week ago and 4% above it's post eanings high. Not sure how valid that is, but does't seem like people are waiting to ask questions

oliver2022

AMD show how retards can be influenced and fleeced because they're paperhands, like bro INTC is shit and agentic AI is booming right now, where the fuck are hyperscalers gonna pile up for CPUs if not AMD.

Successful_Ring516

Common AMD W

Big-Pomegranate3243

Alright after that success with AMD does anyone have any other recs for me, I'm on a momentum streak here

Big-Pomegranate3243

A few minutes ago I YOLOed into AMD, pulled my whole account out with a 2.26% profit in five minutes, YEEEEES, who said I suck at day trading

awakening_brain

AMD rocketing

Big-Pomegranate3243

YOLOed into AMD, love this stock, it's the only ticket I actually don't mind holding bags on, praying for gains today already

HeavyArmsJin

What's happening to AMD, did Lisa get caught with her boytoy or something

tinim9

AMD stock is BOOMING!

poozyfloor

And that's why I sold AMD premarket.

whyareyoustanding

AMD 549 -> 533 in 3 minutes. Wouldve been a nice scalp opportunity.

Luxferro

Some of my purchases this year that I can think of: Pixel 11 Pro XL - Pixel 8 Pro wasn't holding a good charge anymore. Fitbit Edge - Pixel 2 watch wasn't holding a good charge anymore. Ncase M2 Grater PC case - needed a bigger SFF PC case to properly cool new CPU Intel 270k+ - AMD 9800x3D died. Can't beat Microcenter CPU deals Syvecs ECU for TTRS 8J - need port injection + direct injection to make more power Iroz IMS800S Turbo Kit - hybrid turbo ball bearing shot. Discovered during forged engine build. All of these things I researched without ads playing a role. Gadgets and PC hardware I know because it's been a hobby since forever. Same goes for the car stuff. They all come from having a common hobby with others and word of mouth over years of time - via online communities with other humans. The more bots become part of the mix, the more polluted those communities become, IMO. When I don't know what I want I search. Like my electric toothbrush has started to die mid brushing. So now I want a replacement. I started searching last night. Read some review of the best electric toothbrush brushes in 2026 (which are almost always paid advertising). Looked up the suggested #1 product on Amazon to see the reviews. Saw lots of fake reviews, mixed in with the few legit reviews complaining about product issues. Decided to hold off and will do more research.

BigLife2254

**Supermicro ($SMCI) is shipping its next-generation H15 servers powered by AMD ($AMD) 6th Gen EPYC 9006 "Venice" processors, targeting cloud computing, high-performance computing (HPC) and agentic AI workloads.**

Rav_3d

It's certainly not outlandish. And if that were to happen, NVDA will stabilize and start to move higher. For this to happen, it will also mean the market is out of its correction and stocks are moving higher again. How quickly we forget last Thursday's breakdown. Yes, we've had a nice bounce this week, but it's still just a bounce until proven otherwise. The market is still below prior support and the 200-day moving average and has a lot to prove. And if the market is out of the woods, there are going to be stronger names than NVDA. AMD, for example. Again, not questioning the long-term viability of NVDA. Only questioning those who step up to catch a falling knife in the midst of a scandal. The odds of NVDA making a "V" bottom here and rising 45% to get back to its all-time high are slim. There's plenty of time to get involved.

Rav_3d

Yes, look at the movement of AMD following a great earnings announcement. The stock was down 17% the next day. Similar negative reactions occurred in other semiconductor names. Will NVDA buck the trend, especially in the wake of a scandal? That's a lot to assume.

BadaBingSil

sussy tail $AMD https://preview.redd.it/98p6xri0nz0i1.png?width=660&format=png&auto=webp&s=9bc8c57303eced2211715d2016705fdf6657d957

Antisemantic-Bot

$AMD dont do it to me! https://preview.redd.it/au2wjobcmz0i1.jpeg?width=1206&format=pjpg&auto=webp&s=352c21693a7fbe8a7c6d0b98f4d95664fd1a206a

pizzababa21

Well OpenAI owns a 10% stake in AMD, and AMD is about to buy $5B of Anthropic stock, so we're almost there.

DuAbUiSai

AMD calls on NVDA earnings day might be the play.

AggressiveBench7708

AMD ceo is going to get honey dicked by a spy. It runs in the family.

Midget_Molester10

bro why is my TSM and AMD recovering way faster than my MU and SNDK

Status-Net2947

NEWS: NVDA-Chips valued in billions illegally exported to China 🚨 🚨 🚨. Jensen Huang is a Chinese spy. Alice Huang is a Chinese spy. AMD will rise

pain474

AMD up to 550$ from 400$ 2 days ago. Ridiculous.

mayorolivia

Both but AMD is better company

BigLife2254

go long NBIS or AMD?

BigLife2254

AMD back to ATHs when

verified-trader

**BanBet Won** — /u/rollinhating (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $521.23 → $550.00 | +5.5% | 21h 9m | Won |

Regular_Leg405

Can anyone tell me why tf AMD is so overvalued and holding up that value out of all stocks in a mass bear trend?

KittyLover-7

AMD LOL Casually up 36% from last Thursday

Lettuce_Beat_Truss

To paste from another comment of mine below - I don't think you need to worry: >I think this will reverse because the market didn't tank AI stocks because AI was slowing. AMD earnings proved the opposite. Market tanked AI because Dem's won congress on anti-ai/data centre platforms & campaigns. Public doesn't like AI or Datacenters and gave a landslide to the party that was against them. >This hype over earnings in pre-market will drop at open when the big movers sell into the 5-10% gains. The reason for the selling is still there. CRWV didn't show anything new.

Lettuce_Beat_Truss

I disagree - and own no stocks so don't have a horse in this race. I think this will reverse because the market didn't tank AI stocks because AI was slowing. AMD earnings proved the opposite. Market tanked AI because Dem's won congress on anti-ai/data centre platforms & campaigns. Public doesn't like AI or Datacenters and gave a landslide to the party that was against them. This hype over earnings in pre-market will drop at open when the big movers sell into the 5-10% gains. The reason for the selling is still there. CRWV didn't show anything new.

Repulsive-Anything-9

Anybody take an AMD call for 560 yesterday when it was about the bottom ?

Ill-Expression1737

AMD 🙏🚀

Status-Net2947

No it won’t. The money will flow into AMD and other non Chinese companies instead

Status-Net2947

NEWS: NVDA-Chips valued in billions illegally exported to China 🚨 🚨 🚨. Jensen Huang is a Chinese spy. Alice Huang is a Chinese spy. AMD will rise

Alwaysfavoriteasian

Should've went into debt for AMD at $400

lmneozoo

The only thing saving me from jumping off a building is I'm still holding AMD lol

FarReading7515

Sigo con Nvidia, AMD, Microsoft, Tesla y Oro Hasta nuevo aviso 👀

DotaWemps

If Nvidia gives good earnings in a few days, yes I believe NvidiA might have very well bottomed these days and might rip back up fast. Just look at daily movement of AMD for example

pragmojo

It's happening and it's not just Anthropic. There are ROCm-optimized inference engines coming out basically on a daily basis that are basically vibe-coded and put AMD hardware within range of NVIDIA in terms of performance for open-weight models. NVIDIA still has a lead in terms of hardware, but some of the upcoming AMD products will close the gap significantly. The full system integration (interconnect etc) might take a bit longer, but it's too big a market for NVIDIA to own it forever.

BadaBingSil

yesterday bought $AMD 550/560 debit spreads, and at the close, I was making way more from the short leg but I sold that strike for more premium than what I paid for the first one, so there was no risk for me to hold it overnight and now I'm glad I did! conviction pays off :)

bilingualbunny

So glad I didnt lmfao. I decided im not a pussy and doubled down. Mostly AMD and HPE

Crashtestdummy87

I hope she sells her shares and buys AMD as revenge

SmellyStinkyGuy

AMD was literally down to $400 last week and back up to $540 now and this the shit mfs buying 😭

Cryptosupergod

AMD is casually up 35% from the bottom last week, crazy

LawGroundbreaking176

Anyone in AMD? Calls fixing to eat if you got in on that afternoon dip today

Molten-Helldiver

Someone asked me what AMD stood for today…almost said Advanced Money Destroyer in public :belt:

Ndtphoto

This image is a perfect use case for ai. Does AMD lady really only have 3 fingies?

NoProfessional4650

AMD $1K wen

bearhunter429

#As the leader of WSB bulls guild, I order everyone to buy AMD tomorrow LMAO🤌

mememan212

people in here still hold NVDA over AMD lol

BadaBingSil

everything else too look at $AMD

MaybeaDingoAteUrBaby

I made $1200 on SOXX puts because of NVDA and then lost $800 on the same ETF because of AMD.

Valkyrie_Skuld

did you see AMD though?

nurfbat

In fact Anthropic’s IPO materials may have caused the selloff. They’re apparently claiming Claude wrote an AMD adapted version/replacement of CUDA over the weekend.

BmtTex

Chances of AMD 550c printing look better already

Valkyrie_Skuld

why are we hating on AMD?

Valkyrie_Skuld

AMD is up 28.08 overnight

Valkyrie_Skuld

No it's not NVDA it's AMD and everything else besides NVDA because you guys aren't smart

OwnSignificance9290

AMD went from 400 to 530 in like 4 days kekw

Valkyrie_Skuld

AMD +22.77 overnight and you guys bought NVDA

ManySnailsx

AMD

Valkyrie_Skuld

AMD

BmtTex

AMD 600 tomorrow

Valkyrie_Skuld

honestly AMD calls was the play

randylush

Historically, Intel. Intel was the market leader for a long time, they were way ahead of their competitors, and there was simply no need for them to release the best chip that they had to consumers. They let datacenters use their best chips but charged regarded prices and still probably didn't release their absolute best until there was competition. They stayed on a 4-core design for a long time because they simply didn't need to release anything better. When AMD released competitive chips then Intel would turn around and release something 10% better. Not 200% better, just 10% better. If they always released their best shit, they'd end up competing with themselves.

ifyoulookyouaregay

Honestly NVDA if you don’t believe the bubble has burst. It’s valuation is like 1/3 AMD on a PEG ratio

ifyoulookyouaregay

It’s insane I was getting downvoted to oblivion when AMD was sub 100 and screaming at people to buy

violet_evergarden8

I am scouting hot and sexy Chinese young men from this chat to seduce Lisa so my AMD puts can print

pineapplekiwipen

i think i full port AMD tomorrow lisa is going to the 1000s

Valkyrie_Skuld

No everybody su bae tonight because AMD is up like 22 overnight

sciuridae

so i'm looking at MU thinking maybe short it into the gap up? but then AMD looks like it's gonna moon so do i yolo puts on both? or split the position? honestly if i don't print by noon i'm selling everything to buy skincare. god help me.