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.

Neader

Wow so happy I bought an AMD call at close fuuuuck

Individual-Skin3768

AMD Funny how people have already missed out on the initial run but no reason they can’t hit 2-5T Market cap in a few years if they execute as expected.

MakeOSUGreatAgain63

AMD still worth $1T regardless of the dip

Sleepergiant2586

Last Week : BoFA Anlayst raise price targets of NVidia, AMD, AVGO by 20%. This Week : Bear Signal flashing

losesmoney

I sold today, when AMD was around 440. Ended up selling the put for $9K after buying for \~6K. 50% gain ain’t bad. Pretty lucky but I’ll take it

busterman19

NVDA is definitely valid just like AMD. I just listed some quick multi baggers off the top of my head.

fewthingsarerelated

Holy shit thank you AMD for that rally, keep it up the next 2 days and save my calls.

pab_guy

Hit my stop loss on AMD today. After the runup it had I will take the profits and reinvest into neglected value, but holding cash for a minute as the Hormuz shoe seems about to drop.

fewthingsarerelated

AMD needs a BGC so I'll never see another BBC again

fewthingsarerelated

AMD green by close and I'll never look at porn again

Designer_Flow_8069

No, I had both positions open, like I had said, but I think you were just to dumb to hear. I played on the volatility and it's called an "options straddle". Google it champ and maybe you'll make some money instead of complaining on WSB. I was talking shit because you were so sure yesterday would last and in browsing your comments, I could tell you were dumb af. If you want my thesis: For the past week, (besides the attempted recovery yesterday) Nvidia, Intel, AMD have been declining. But there's been tons of good semi news: Marvel gains 500, joins S&P 500. Nvidia runs up to $227, Intel got a new chip deal with Google. But in each situation they got smacked back down: Intel saw no stock movement on their chip deal, AMD lost 500, Nvidia rejected 227, marvel back down to 300. The hardware rally is capping out,

aHOMELESSkrill

NVIDIA AMD SPY ASTS The perfect WSB portfolio

theStrangeDay

I was just joking, I didn’t mean everyone lol, I meant people who bought the recent highs like AMD at 540, they’ll be at the very least temporary bag holders

TinyYak8793

I'm planning on buying tech dips, if the initial levels hold i'll get in there if they break i'll get in at the secondary level 1614 ASML -if breaks -> 1506 1927 KLAC -if breaks -> 1811 451 AMAT -if breaks -> 416 308 LRCX -if breaks -> 278 475 AMD -if breaks -> 370 864 MU -if breaks -> 810 if that breaks -> 640

Few_Entertainer_5523

I want to buy so bad - AMD, MU, AMZN

Beerandpotatosalad

Pretty happy I sold my AMD 6 days ago ngl. Put it back into Google which seems a lot more resilient so far.

PriceNext746

Anybody scared just needs to look at the rest of the market: AMD -10%, Marvell -10%, Rocketlab -10%, Strategy -10%, Intel -10%

Neader

Can't believe I bought AMD calls an hour ago

Flashy-Extent-6092

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now. 

pocketrocketss

AMD and MU holders here?

Flashy-Extent-6092

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now.

fewthingsarerelated

Just watched $25k evaporate Will hold this AMD $490 calls and pray for a miracle...what other choice do I have?

pidaryob

fuck it i don’t give a fuck just dropped 10k on AMD, SOXL, TQQQ, EWY, AAPL, AVGO, and IBM

Jeffinslaw

Hot diggity DAMN I’m glad I sold my MU and AMD calls this morning. They would be extra toasty now. SPX puts I got a little bit ago are printing now.

tenfthigher

My AMD puts are green for the first time ever

Practical_March2024

AMD gonna go down to 300..if not back to 200

fewthingsarerelated

AMD down $50 since this morning Jesus Christ

fewthingsarerelated

Time to just pack it up for today and pray for a +10% day tomorrow for AMD. I can't watch this shit anymore.

Candid_Consequence94

Short AMD

CEOofBeanz

Max Pain on AMD is anywhere between $340 and $370

noiserr

Micron, Samsung, SK Hynix, AMD, Marvell, Broadcom.. lots of important names missing.

fewthingsarerelated

My account was at $30k this morning mostly with AMD calls. Now it's at $16k

Todayjunyer

lol these the same analysts who increase the AMD price target multiple times a week.

fewthingsarerelated

Lmao I was actually thinking of switching to AMD puts. I'm so fucked

shashwat_10

All this market manipulation from april 1 was done for three upcoming IPOs. We are pretty sure now the other 2 IPOs will also come ASAP. companies like NBIS, MRVL, AMD, and ARM will be most affected; strong finance like MU will be resilient and hover between 600 and 900. i think tomorrow's CPI will create more sell-offs and blame inflation, but we all know the reality now.

Dizzy_Use9790

AMD up 5.14% today, this is the datacenter market still repricing EPYC server share gains. NVIDIA supply constraints keep AMD in the enterprise AI conversation. Not a NVDA replacement trade but rather a parallel beneficiary. The tell is EOD volume: institutional accumulation leaves a steadier fingerprint than retail momentum chasing.

Skilledthunder

Sorry for that AMD drop, i just bought

fewthingsarerelated

AMD $504 premarket...immediately at open says FUCK YOUR CALLS

AdOk3638

# They try to bring AMD down! Will they succeed? Stay tune in! LMAO🤌

miss_L_fire

Look how they massacred my boy AMD

fewthingsarerelated

What da actual fuck AMD

fewthingsarerelated

AMD what is this dogshit

alexkarpsADHD

AMD and Micron belong in there

BetweenThePosts

MAAGNOS; you’re missing AMD

Chinggis_Dan

Realistically, it's just cope to justify whatever the fuck Elon is going to do with Retail Investors with his IPO. Data centres in space are an illusion, but I'm not surprised since many regards did not pay attention in physics class. Right now there is no real way to cool the data centres. By the law of thermo dynamics, there would have to be a medium to dissipate the heat, which you don't have in space. Yes, space has molecules, but the amount is so low that you can ignore it. There might be at some point in time some way, but if so, it would be probably decades in the future. Full port into Space X IPO you clowns. Ready to feel the heat from Elon fanboys and other regards. 30% of port in AMD and another 10% on an AI governance play.

warsal1

Why no Micron, AMD?

Open_Obligation_1624

AVGO forward pe 20. buy. MU forward pe 10 buy. Avoid AMD and intel. crazily expensive

fzrox

AVGO. It’s hella oversold. Every AI company is using AVGO for custom chips. Custom silicon is rising not just due to cost, but everyone has slightly different architecture that they want optimize for. AVGO is the real second source for NVDA, not AMD. The only negative is that the CEO is fucking 73 years old and doesn’t know how to pump his own stock.

pocketrocketss

That's it, I'm going to full port AMD and MU tomorrow

MrCryptoonist

AMD

SanDisk_Made_Me_Rich

All aex robots need a CPU, memory, solid state drive, and a hard disk drive That's why AMD, Intel (CPU), Micron, SK Hynix, Samsung (memory), SanDisk (SSD), Western Digital, and Seagate (HDD) are going up But Nvidia & Broadcom aren't because you don't really need a GPU or ASIC for a sex robot

RealTeaToe

AMD is up like 500% in 5 years. Just dump it all in there! You surely won't get burned.

IHadTacosYesterday

Well, I'm not the typical regard. I've only own shares have never owned any options. Also, all I have is long-term capital gains. I don't do any of the get rich quick stuff apart from going long on AMD a few years ago. I'd buy the shit out of ACN if I believed what you believe, but I don't. I don't think any consultant companies will exist by 2035

Beautiful-Traffic157

My simplified concept of the current AI chip market is that NVIDIA currently owns 98%. AMD is going to take a big chunk of that this year because they are a year ahead of NVIDIA on chip technology. NVIDIA is currently a $5 trillion company, I would expect AMD to take over 20-30% of that market which puts it's stock value at somewhere between $700 to $1000. If we think NVIDIA will keep their 98% market share and ppl will ignore superior tech than I guess AMD is overvalued

Stinklefresh

Pray AMD holds my portfolio Up

JimLahey12

AMD

TheAngryBootneck

All jokes aside son, skip the melodrama, being broke is par for the course when you are in your twenties, you are a student so you are young right? You young thrusters act like you have a god given right to skip the line and be wealthy when you are 25. I was broke in my 20s, comfortable in my thirties, rich in my forties. This is the way it’s always been, so why are you melting down about a paltry 10k loss? Go to work, invest slowly and safely and leave it in and forget about it. For example, I bought in on AMD like.. 10 years ago or something. I sold 300 shares when it hit $500. ☺️ https://preview.redd.it/uwkg0xi7456h1.jpeg?width=1179&format=pjpg&auto=webp&s=4813d906e13249a74377f131dd6c7190f23f6a79 That’s how you do it, stick a few grand in every year, forget about it, and check in when you are 40! 😉

mybabyrolled

.41 shares of AMD 🤣

aligncsu

His cousin runs AMD

VariationConstant675

Needwill there be actually 1:1 GPU: CPU? If yes, balls deep in AMD..