AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
What's your opinion on AMD? I am trimming the portfolio next week....should this be on the cut list?
steam deck uses AMD hardware, and there's a strong argument that AMD's linux drivers are better than the ones for windows. the same cannot be said about nvidia drivers however.
It reads more like a stock-picker’s watchlist dressed up as a systems map than a rigorous bottleneck analysis. Useful as a starting point for a conversation, not as an actual engineering or strategic assessment. GPUs are arguably the central bottleneck right now, and leaving out NVIDIA (and AMD). Energy/grid infrastructure gets lumped into “Power & cooling” with Vertiv, Eaton, Schneider, but the actual hard constraint is grid capacity and permitting, not the cooling hardware itself. Those companies just sell equipment. The real bottleneck is utility interconnection queues and transmission buildout, which this map doesn’t capture at all.
Nobody is sitting on product that would decay (tech wise) if bubble bursts. Nvidia AMD would scale down orders if buyers broke contracts or would eat fee of doing so with fabs like TSMC. TSMC and ASML have increased capacity but would likely wouldn’t be in trouble even with AI demand gone. The companies that would be in big trouble are those entirely reliant on AI not those that manufacture hardware.
Agreed. I trade a lot of leaps, and I've held some to - 90% and had them go +100% a few months later. AMD comes to mind lol. OP you can also roll it down and out a bit if you're still bullish on meta. Or cut losses if you don't believe in the position anymore. I'd hold.
>I think the difference between the .com bubble was all these companies with a website and a stack deck got given money with 0 earnings and no business model. If we make an analogy to the current market, those are the companies like OpenAI. The biggest differences being that they're not (currently) publicly traded and there are a lot fewer of them. >SK Hynix, Nvida, AMD etc etc all print money and with an insane margin. As did companies like Cisco and WorldCom that built out infrastructure during the dot com bubble. I don't think it's a given that "history will repeat" or even that there will be an "AI bust." I just think that a lot of the similarities are being ignored.
Hynix, NVidia, AMD all print money because they are selling to the companies with a website and a stack deck (and a wrapper around a model), if the AI companies currently losing a shit ton of money pop then the money printing hardware companies are going to make way less money.
Been doing this with leaps for a while now. AMD, Google, apple, nvda, Adobe, OXY, TSM, SNAP, UNH etc. Biggest holdings rn are Google and Amazon. Down a bit on those currently and quite a few others, but I'm still up 51% on the year lol.
I don’t see the bubble “popping” with AI. I think the difference between the .com bubble was all these companies with a website and a stack deck got given money with 0 earnings and no business model. SK Hynix, Nvida, AMD etc etc all print money and with an insane margin. I’m aware of the circle jerk of cash but instead of a bubble I think my largest concern would be large amounts of asset backed debt that is then just used to buy more of the same asset like coreweave. If rates go up. While you could argue this simply creates the illusion of growth *Nvidia giving OpenAI 10B$ then OpenAI turning around and spending it all on Nvidia*I think the use case and need for HBM memory etc will continue. Factories are using as many wafers as possible on HBM which is driving the price of RAM up and I don’t see that changing anytime soon. I agree multiples will shrink I also believe specialization within tools is a good thing. Labour and serving positions aren’t leaving imo, chat gpt can’t write you real code and software isn’t going to disappear, it’ll just sell more licenses. Just my imo, feel free to completely disagree. I like to get other perspectives.
Notice $SMCI didn't smuggle $AMD servers. Cause even the Chinese don't want that shit. Lisa Su Bae didn't get a real chance to sell out another 10% of the company.
Y'all acted like the world was ending in the thread. Just saw AMD is back up to $208
AMD has been strong while everything else was tanking this week. Doesn’t take a rocket scientist to figure out whaat it’s gona do when the market recovers. AMD to $300 next 6 months. You have been warned
AMD and avgo pump today, what's the news
Made money on AMD options today, flows have looked bullish the past week or so. Closed above the daily 20, I’m hopeful to see 215-220 before it probably goes straight back down.
AMD is so dog shit it only melts up when market goes other way
AVGO and AMD getting a lift, but NVDA can't catch a bid 🤔
AMD holding up again, what a difference a year makes
AMD please let me break even
And people said AMD was crazy for opening that oil refinery. Look at them now!
AMD up by more than 1% lmao. But I am not complaining
AMD being green is probably the funniest part of all of this
AMD overperforming the market yesterday and today. Interesting turn of events
Not even worried. With Nvidia, AMD, Google and Amazon's newer chips coming along and HBM4 started production this company will only get better.
It's happened with AMD, Nvidia, and virtually every company on the planet. This will pass.
AMD, ASTS and RKLB holding this shit up
Even though NVIDIA and AMD are guiding for higher gaming segment spend?
As Sean Strickland, philosopher, would say…here’s the thing you guys. I can’t imagine China not taking the opportunity in a few more weeks to blockade Taiwan. TSM will go to 0 and Intel/AMD etc will go to a bazillion. Yes? No?
I'm up 37% on my full port MSFT position from 4 and a half years ago. I sold Spotify, Netflix, and AMD to do it because I thought I was de-risking...
Sorry. No. I have no basis in AMZN as I'm still watching, and my average basis in AMD is 106. Mama didn't raise a fool.
AMD and LULU been up all day. NVDA ORCL MSFT been on their 🩸🐱
AMD does not give a shit about the stock market or current admin.
You know it's a bad omen when AMD and INTC are 2 of the few companies that were green today.
And fucking AMD closes +2% lmao
Things can change fast, all these companies make these massive guidance predictions but all it takes is one customer to pull off to change things. Feel like SSD, NAND, RAM are the commodity piece that can be undercut by China? Maybe the Market is starting to price these massive Q's as peak ai revenue which is why AVGO, AMD and NVDA are on a downtrend. RAM was the hot trade the past 6 months. For the spending party to continue all the big software companies like MSFT, META, GOOG, AMZN, ORCL, CRM, etc need to keep banging and start to see a ROI. but their stocks have been declining too, esp MSFT, CRM and ORCL. Its becoming a game of chicken as to who will crack first and if it keeps going down they're going to need that cash for payroll and share buybacks to keep the price up. my 2 bear cents.
Last few weeks, AMD weekly puts down around 162.5-170. GOOG and GOOGL weekly CCs. But I may start focusing more on selling puts on other names I wouldn't mind owning. Need to do some more shopping.
AMD gonna hit 210 tmrw !!!! Nvidia and Amd undervalued af rn, especially with the dip today. Also, amd new announcements today
AMD and Intel are green. We are doomed
Someone here said AMD mooning today. Why ?
You know it’s bad when AMD is still green
AMD a sign of whats to come today?
AMD ripping before Jpow speaks!? How dare you
AMD puts will feed families
The difference and why META received no bump from layoffs, is not cause the market has changed and stopped rewarding these actions... It is because Meta announced the layoffs were made so they can continue their absurd CAPEX spending to fund AI buildout. They didn't layoff because they are using AI to replace the jobs (although that might be the actual reason - that was not the one they announced). They are laying off, so they have more money to spend on NVDA/AMD chips.
At this point, AMD has to change their branding from red to green 💀
If AMD goes red I will be insufferable
NVDA and AMD trying to hold the market up
AMD will be so strong on red days just to randomly drop 5% at will
I used my own experience to buy the AI hardware stack after I realized machine learning and AI was about to become a huge computing revolution back in 2021. I waited for the 2022 pullback and then bought NVDA, AMD, TsMC, MU with leverage January 2023. When OpenAI released ChatGPT I started using it. It sucked compared to what it is today, but it had amazing promise. It started to improve rapidly about 2 years ago, I got a paid subscription, and now I use it every day as my analyst to go through my reasoning on positions, position sizing, and rebalancing. For example, last year analyzing past semiconductor cycles we were able to anticipate the transition in leadership from NVDA to MU (Micron Technologies) before it took place (happening right now). I was able to rebalance trimming some NVDA at the peak in September 2025 (that was my own intuition) and buy a ton of MU. Now that move is paying off in spades. Use AI everyday to help your decision making process.
I think I will be shopping for AMD leaps soon. I think if it goes to 180 that is a very good price for a company with as much growth potential as it has. ty for listening.
I found out about AMD from Reddit about that time and I'm still holding.
AMD gang, check in : my calls are getting destroyed
As someone who took my AMD earnings and rolled it into the LULU dip I too am right there with you in the pit of despair
Only reason we all bought nvda is we thought they was the only guys who could build it. It only took a year for someone to make something just as good with no prior experience. Now theyre just a game card company who competes with AMD who also does what they do at half the cost somehow (imagine that). If nvda stopped existing tomorrow nothing would change, we got plenty of other options now. Hell, if you ask me, big buisness already regrets paying top dollar for first dibs, they coulda waited and got somethin half the price from apple that does the same thing.
LOL. I sold all high-beta calls (except NBIS) and moved money into AMZN, AMD, AAPL December calls. Not dropping $10k on a trip and hating it.
AMD and MU were reddit darlings 10 years ago. If you want to know how terrible reddit is collectively at investing, all you need to know is that AMD was the most mentioned stock on here in 2017 and its up about 1,200% and people still call it Advanced Money Destroyer
I'm hoping AMD's CEO Lisa Su meeting with Samsung's CEO Jay Lee will produce positive results regarding a fruitful memory chip deal for AMD.
Seems pretty selective to one’s own agenda when you have companies like: ASTS, RKLB, Tesla, OKLO, PLTR, AMD, ORCL, shall I go on?
lol except none of these companies besides (maybe?) google are even remotely close, including AMD. Hence why AMD has to give equity away to secure deals 1/10th the size of Nvidias. Meta? Just signed a multi generation dollar deal with Nvidia, after being rumored to come out with their own. xAI gave up on their own chips. It’s just not a threat in the immediate future, and Groq acquisition makes it even less likely.
Controversial, but, listen to the hype. I could have made a killing on Nvidia, Palantir, Tesla, AMD, Gold, Rolls-Royce and many others. I would always take a look, and see that they've already gone up massively, and be disappointed I didn't know about it earlier when it was 10x cheaper six months prior. If I'd just bought a small amount of each stock when I first realised they were a big deal, I'd have done really well overall. I've since tried doing that, and of course, some have lost money, so always make **SMALL** bets with individual stocks, but the truth is investing isn't rocket science, and people who find great companies with great potential are often quite generous in sharing it.
that's pretty cool! intel and nvidia teaming up could be a game changer for AI workloads. i mean, the demand for real-time inference is only gonna keep skyrocketing, right? curious how this impacts their stock prices. do you think this partnership puts them ahead of AMD in the AI race?
Is AMD a real company with a product and earnings? Is the CEO still busy skating at the Olympics?
opening 20k on AMD and 20k on ICE, lets see how it goes
Delist AMD and I promise I won’t come back to the casino 🥺
Didn't realize AMD was below 200 lol
I'm using 5800x3d as cpu, in games in 4k it gives me the same performance most of the time as 9800x3d. I'm GPU locked. If we will get another competitor against Intel and AMD on this field - it's good.
Nviidia barely up, AMD rocket.. makes sense
> Huang predicted the need for accelerated computing decades ago and built a company ready to take advantage of it when it happens - and it did. Yeah, the 8800GTX came out in 2006. It got roasted because it gave up die area to the concept of general compute while AMD focused on graphics and excelled.
Max pain is at 195 for AMD on friday.
AI helpfully telling me that AMD is down 6.7% in the past month
> Do you think all the users paying more and more money are just going to be like nah, this isnt actually for me anymore? Not the users, but their shareholders. Hyperscalers are not making anywhere close to 1T in FCF, so this has to come from debt, and they con only shove so much of it into SPVs off their balance sheet before people start worrying. Unless they start making money out of AI, of course, but this has yet to happen. Beside this, while I think that > demand for AI will vanish overnight I think NVDA growth can slow down also for other reasons, like competition from AMD, TPUs, Trainium, Cerebras... NVDA had a monopoly because if you were developing software, it was not worth it to make your own chips. The hardware costs were much lower than salaries. If instead hardware is the bulk of your costs, and you a trillion dollar company, you are quite happy to make your own chip. The only thing holding these competitors back is that NVDA has preordered most of TSMC's capacity for the coming two years. However now we see orders overflowing into Samsung and Intel. Lack of backlog was the main thing holding them back from doing their CapEx and bringing up capacity... As a final point, I don't trust NVDA's numbers anyway. NVDA, under Huang, was ruled guilty of prebooking revenue during the dotcom bubble, in order to meet guidance and mislead investors. I see no reason why they wouldn't do it again.
Makes sense for why it always disappoints like AMD.
You have no fucking idea. MU, NBIS, COHR, AMZN, AMD.
AMD released its annual voluntary report this week stating their revenue is "Whatever NVDA says plus one" They also stamped it and said no eraseys, according to top analysts at Goldman
futures down in the morning buying AMD and TTWO Futures up, no idea.
IWM looking tempting for Puts. Surged like all the rest but 🛢 still crazy high and investors in those 2000 companies might not agree with 🥭 that high gas prices are great. Also IWM has felt like AMD on a Macro level whenever it's having a good day.
Jensen just said Opteron, which was an AMD server and workstation CPU series back in the day
AMD gonna dump so hard
Inference hype is great for AMD too. NVDA gonna be first 10T company. 0.57 PEG ratio on NVDA is nutso. If margins don't fall off a cliff this thing is insanely undervalued.