AMD

FNFactChecker

Trust me brother/sister, we all have "regrets" in our investing journey. Psychologically, the sting of what-could-have-been is stronger than the relief of thank-goodness-I-did-that. As an example, I think more about exiting my AMD position below $50 more often than I think about the VTIQ call position I sold at the literal top when it converted to NKLA. It collapsed the very next day. The beautiful part of the uranium trade is that you can simply keep adding to your position and increase your hedge size accordingly while you wait for sentiment to shift. We've got companies in nearly every part of the AI stack going 10x on flat revenue because management keeps saying "the backlog is growing and we're ramping capacity to meet the demand" Meanwhile, Cameco has legitimately doubled their revenue in the last few years and EPS is 6x what it was. What happens when LEU posts their first billion-dollar revenue year? At the current 7x P/S multiple, it's a $350 stock. If EPS hits $10 (not unrealistic), we're looking at $350-400 based on current P/E multiples. Multiples expand as growth accelerates, so retesting the highs at $465 is not a ridiculous bet to make with shares as long as you buy insurance. Commodities come with a nore drastic left-tail risk, but hedging is much cheaper than a growth-heavy portfolio if you set it up well since there are low-IV tickers and setups readily available. Quarterly put spreads are easy to set up, and free if you're able to leg into them. Buy the long put first on an up day and then sell the short legs against them on a heavy red day for the sector.

thasparzan

This is easy 1. Sell all NVDA 2. Buy more AMD 3. Wait until you lose money on AMD, then sell for a loss 4. Buy NVDA again after it goes up 200%

Jazzlike-Plate

I had a very small position in Intel and another in AMD. Initially, I was allocating 10% of my portfolio to individual stocks, which included these two and 2 others. I hadn't touched these positions and had sold the other stocks. I decided to keep these positions to be no more than 4-5% of my portfolio. The idea is that if I lost them, I could make the gain back with my core in a year or so. This year both blew up to become a lot more significant part of my portfolio. I decided to just not touch them. I have not put any more money and I will just invest in my core. They are still a small enough amount, to where my portfolio will be big enough in a year or two that a complete loss of those two won't matter too much. At the same time, the sum has grown enough to where if it goes 20-30x (not saying it is realistic), I will actually notice a significant gain. I think the last part is key for me. Having 50€ in a highly valued stock doesn't do much. If it goes up 30x, you don't even have 2k. Unless it does that within a short time of buying, the rest of your portfolio will far outgrow it, assuming regular deposit and broad diversification. In the end, you should decide how big you believe the risk is and what your goals are. Just some food for thought.

Inst_Sock_Sales_Rep

AMD call holders gaped

I_am_Nerman

I just checked AMD price yesterday for the 1st time in months and my jaw dropped. Fuckin A

Slightlybadpicks

I sold AMD at 220 to buy ORCL at 240 in November 🫩

CleftyHeft

AMD and other hyperscalers are looking for laser capacity as well as the entire industry's capacity has been bottlenecked/scooped up by NVIDIA. AAOI can provide

MidnightDetours

I had a family member pump $725,000 USD into AMD maybe 2 1/2 or 3 years ago when it was $68 or so on my advice. At the time Nvidia was skyrocketing, and I knew eventually AI would cause AMD to also skyrocket. This was the metric my Uncle and Aunt used to make the investment. AMD is currently $507.29 a share. This family member lives in the Philippines. Their stock is currently worth $5.4 million USD or ₱315.9 million PHP. My Aunt and Uncle own a Jollibee and a 7-Eleven franchise in a strong provincial location as their main source of income. My uncle started out as a sari sari owner many years ago, and my cousin still runs that sari sari store today.

LightAvatar

6/18 297.5 call option at $335 bought at $120 Take the money and run? I was to see what 10 am tomorrow brings. I want the psycho AMD style 20 point correction boom baby. Let's go!

Shoganai_Hito

Any good MU proxy plays for next week earnings? Thinking: WDC, SNDK, AMD. Probably just gonna yolo some WDC 2028 leaps… the momentum seems strong with that one

LowBread9264

If I was a fund manager, I would want the stock to remain low for the longest time (like AMD and MU in 2024) so that I can buy more shares every day without affecting the stock price. I would want to keep the stock down every positive earnings to trick retail investors into selling their shares to me. When I feel the semi conductor market is slowing down due to retail pumping it less, I would then transition over to SaaS companies. But I am just some random guy so ignore my reasoning.

nonresponsive

Not just Tesla, just gather up a bunch of companies that always have "potential", but have smaller market caps. Like Intel and AMD. Make them look nice, shine them up with some government contracts. If he wants to take on Nvidia, I think that's the best way.

CockSmash69

AMD $600 MU $1200 tmr

version-two

The only thing I’d do is take some AMD and stuff it into MU. If that’s your cup of tea. Otherwise, hold.

Inst_Sock_Sales_Rep

Su rotating out of AMD and into SpaceX

uknowsana

I would exit out of AMD as well alongside NVIDIA for now. And wish you best of luck for reaching your goal of $1M.

illinformed-will

That's the way Today on a dead cat bounce on AMD i saw AMD 515.TCIOPENV shoot back up to 1.2 from a bottom at 0.3 in less than 30 minutes (AMD 515.6 -> 525.05) Opened at 2.84 today, 0 before close

brillrededm

Emotionally I haven’t recovered when I exited early my AMD 10 calls Strike $487.5 at 1:02pm on Thursday just before 🥭announcing peace deal.

Andrew_7032

what if you knew AMD was gonna triple?

Andrew_7032

Not exactly double, that's beside the point. Put profits would be huge. AMD is 300%? that would tripple.

PlanSeekX01

Holy fuck AMD down 7% it shit the bed that hard?

No-Example-5107

Bought some Outlook Therapeutics (OTLK) today. Today the company's announcement that the **FDA has accepted its resubmitted Biologics License Application (BLA)** for **LYTENAVA™ (bevacizumab-vikg)** as a treatment for wet age-related macular degeneration (wet AMD). FDA acceptance means the application has passed the initial filing review and will now undergo a full regulatory review. It is not an approval, but it is a necessary step toward one. The drug had previously received a Complete Response Letter (CRL), so investors were waiting to see whether the FDA would accept the resubmission. Acceptance reduces a major regulatory uncertainty. If approved, LYTENAVA could become the first FDA-approved ophthalmic formulation of bevacizumab for retinal diseases, which represents a significant commercial opportunity. It has a 60-day FDA review clock, and a good chance of getting approved, perhaps in the 60–80% range (ChatGPT estimate). I expect it to go higher in the next couple days.

BadaBingSil

short $AMD 560-570 call spreads long $SPCX 175 puts call me a gay bear the way i be gay

WorldlyWar2143

Ight im down 1100 holding TQQQ/SPXL/AVGO/GGLL/AMZU/SPCX/AMD

BadaBingSil

nice! good luck! I sold 560-570 call spreads on AMD was thinking about selling the 185 strike but I'm too bearish maybe tomorrow if green dildo

DrAbeSacrabin

Taking the starlink aspect out (the only thing that makes money) it’s essentially a AI and Space company. We don’t know what either of those areas true worth are, but there is a lot of institutional money tied up in AI success, so I’m skeptical SpaceX fails simply because it would domino the other AI companies and the stocks tied to them. For the big institutional investors it’s better that SpaceX does well because it boots the other competitor AI companies as well as all the others tied to it (Nividia, Intel, AMD etc…)

BadaBingSil

proof that chatGPT is trained off reddit (I have never used the word regard with it, but I will call it ret\*rded from time to time) when reviewing my AMD credit spread "with only 2 days left, that’s a pretty nice cushion unless amd goes full regard rocket mode"

Old-Wash-3193

!banbet $AMD 550 2d

Old-Wash-3193

!banbet $AMD 550 2d

bullza123

you were posting less than $10k positions a month ago from robinhood saying first time posting on WSB and a 6k gain. You also posted 2 months ago on WSB with a $500k AMD gain........ i sense screenshot theft

No-Example-5107

Bought some Outlook Therapeutics (OTLK). Stock is up about 30% today. The catalyst driving [**Outlook Therapeutics (OTLK)**](https://ir.outlooktherapeutics.com/?utm_source=chatgpt.com) today is the company's announcement that the **FDA has accepted its resubmitted Biologics License Application (BLA)** for **LYTENAVA™ (bevacizumab-vikg)** as a treatment for wet age-related macular degeneration (wet AMD). FDA acceptance means the application has passed the initial filing review and will now undergo a full regulatory review. It is not an approval, but it is a necessary step toward one. The drug had previously received a Complete Response Letter (CRL), so investors were waiting to see whether the FDA would accept the resubmission. Acceptance reduces a major regulatory uncertainty. If approved, LYTENAVA could become the first FDA-approved ophthalmic formulation of bevacizumab for retinal diseases, which represents a significant commercial opportunity. It has a 60-day FDA review clock, and a good chance of it getting approved, perhaps in the 60–80% range.

wowthisislong

AMD might be a cryptocurrency now

bearhunter429

You must have never heard of Microsoft, Nvidia, Netflix, AMD....etc. LMAO🤌

Psyclist80

NVDA topped out, AMD has runway

Mental_Object_9929

The issue is that I cannot sell put options without having the necessary cash or margin in my account. Since all my capital is currently tied up in AMD, I need to consider the significant opportunity cost involved. If you hold cash specifically to sell put options—essentially a strategy to generate "rent"—your returns are capped at the premium received. Given how frenzied the market is, the opportunity cost is substantial; you might miss out on massive gains—potentially hundreds of percent—simply because you chose to sell puts instead. On the other hand, if you could sell those puts without needing to tie up cash as margin, then the strategy would make sense, even if it carries relatively higher risk.

BadaBingSil

I'm short some $AMD call spreads my theta is 450 the spread is worth $900 right now so about half of the intrinsic value here is theta and it's working in my favor feelsgoodman #thetagang

Tendies_Secured

Realize some losses, and offset those losses with realized gains from AMD/GOOGL if you want. Then, you can reallocate the sales proceeds into other names or products as you deem fit. Concentration risk can be good, but is by nature way more risky. You can reallo and diversify risk with minimal tax consequences here if you'd like. Your money and your risk tolerance, though. I'm not managing for clients anymore but I personally shoot for <10% in one position. Just whatever you're comfortable with.

BadaBingSil

thanks for this V! was looking for an opportunity to sell more AMD calls you guys should totally buy the 560 calls for Thursday they're definitely not overpriced or anything

Bonkers119

INTC and AMD fucking me today

mustafar0111

Yah, I don't like buying in once the price gets a lot over $200. I try to find the ones sub $200 which I think can run long. I wish I had bought AMD earlier back in 2016 but I still did more than 2x on it. I bought in when they announced Ryzen. But all my positions are medium to long term bets.

BadaBingSil

AMD = Advanced Money Destroyer OG's remember you motherfuckers gonna learn today

TrickyDickCheney

Intel, AMD, mu, Goldman, riot all look like double tops and most importantly qqq too.

BadaBingSil

if you're unsure about where SPY is going to end up at end of day see: AMD, AVGO, INTC semis under pressure

achoo_blessyoo

I feel like AMD is going to earn its old nickname back any day now

AerieZealousideal330

*Breaking news---SPCX announces 415 billion trillion offer to buy* ***TSLA****. NVDA, MSFT, META, AMAZON, AMD, SNDK, MU, and STX in an all stock deal. SPCX CEO Elon Musk commented, "This will allow us to build our space data centers and Mars space colony with circular financing so that when the billionaires leave Earth all the bag holders are left behind.*

BadaBingSil

I sold some $AMD call spreads somehow I'm profitable on both the short legs and the long legs? i don't get it, but fuck it, we ball

Candid_Consequence94

Shorting AMD above 550

shitrod

What’s goin on with INTC and AMD this morning? Saw VGT was down sharply but can’t see any news about it.

BadaBingSil

sold 10 AMD 560-570 call spreads risk $8000, max profit $2000 o7

wilhelm96

This selloff needs to accelerate. Especially AMD

Candid_Consequence94

AMD is always a short at 550

miata_only

$SPCX will be at interstellar💫 levels by the end of July. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers. PLUS unlike some washed up chip companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

Invest0rnoob1

If this guy knew anything he should have bought Intel and AMD when they were low. This guy is like every other person buying stocks because the price has dropped.

Holysmokesx

AMD going back to 500

egauifan

SpaceX should acquire AMD. Half cash, Half stock.

HaveFun____

I bought when I heard AMD was making the chips for playstation AND xBox around 2020 (they already did from 2013.. sold long ago with good profit.. think I sold the last stuff at the end of 2025....always to early.

Yuri_CPL

Really? i get why nvidia but i dont get the hype and run around AMD. Also after the dip avgo just looks to have more upside.

OptionsHuduga

Absolute garbage. Just go with AMD/nvidia

dmhoward843

RXT + AMD news 🚀

anonymous_ghost-1

Only stocks you need AMD, SPCX, MU and SNDK right now. And maybe some NBIS if it drops a little today.

mememan212

AMD is hardstuck $550

Foreign-Branch-6621

Bought AMD at 16 sold at 18 😭

mneymaker

Yeh you right. He bought 400 x AMD 340C for Dec '27. 600k ->11M with today's value. His 1,5 MIL on TLT calls, gone.

1baby2cats

Almost bought AMD at $2 😭

mneymaker

Ayo i remember a guy posting 10 months ago a big ass bet on AMD leaps like $3m and hedges with some TLT or some shit. I think this guy has x10 both his main play and his hedge LMAO

xShiftfaced

It’s going to be funny when AMD does the pump and slow bleed every month followed by earnings dump returning to its old ways and NVDA stays $200 for the next year

Any_Influence_8305

Absolutely, I just started investing and looking at the other choices, AMD had plenty of room for growth by comparison. And still does. I still think they're undervalued too, and I think you just answered your own question. I'm holding for at least another 2.5 years

New_Essay5327

Agreed, but I have still been sitting on 20% cash for the last few months in anticipating of some downturn. I have made gains with Amazon, AMD, NBIS, and an oil and gas company, but they would be larger if that cash was just dumped into something. Oh well.

hendrix-copperfield

That is so dumb, thats like AMD buying Intel stock or Intel buying AMD stock and then make shitty processors so their competitions stock rises ... I mean, yes to shorting SpaceX, because it is just another Pump and Dumb Scheme in the End.

uknowsana

I am surprised even Tesla and AMD are in single digit!

pfizzy

I agree that AMD (I own a positon) is an outlier on this list with TSLA and SpaceX But revenue and income projections for AMD are 3 and 4x current level over 3 years, at which point it would fit in with other companies with low 1 trillion valuations. It’s priced for perfection, so we’ll see…

Candid_Consequence94

MSFT calls AMD puts

Maleficent_Cod_3760

Lets see it ride like AMD and GameStop to the 🚀🚀

WumboTactical

In 2014 I asked my dad to put my college fund in AMD because the next Xbox was gonna have AMD chips. (I still have the email thread.) He replied back PE ratio blah blah blah. Needless to say I’d have a few million dollars instead of a public education if he’d listened…

AdvancedAlgae11

!ban bet AMD $600 5 days

First-Hotel4694

If you mean which stocks am I doing the high IV trades on they are MU mostly although I have done it with AMD, TSM, AMZN, GOOG, it all depends on the conditions at the time. I don't do a lot but what I try for is at least one or two a week. It's enough to bring in a couple of 1000 per week. and so far no losses although I have had to go down and out couple of times in either the same expiration or one or two weeks further out. If your planning on trying it make sure you can afford to carry it through or you will lose everything. One put on MU right is would cost a 100,000 or more if assigned. True you should be able to get most of it back but your account could be liquidated while trying to do so.

pocketrocketss

For the sake of my AMD and MU shares, I hope you’re fucked

Cav829

>Cathie Wood Buys $444 Million in SpaceX, Dumps Tesla and AMD I swear I don't know why she's so unpopular when Cathie Wood would fit in so well on WSB.

mememan212

Why can’t my AMD just pull a 30% overnight

Candid_Consequence94

Shorting AMD and 550 again

stacks86

nah mostly ASTS / TE / RDDT / and some AMD

Amaeyth

Agreed 100%. The AMD stock cult is insane. Even if Id kept my shares, I doubt I would've kept them past $300. 900b is lala land valuation. They make a great product, I own several, but there's so much competition in the fabless design space and with their numbers I just don't see it.

IntrepidToday0

No one gives a shit. Micron sure doesn’t. Neither does AMD! Calls

ssjgsskkx20

Monster energy drink, chipotle, Tesla, KLAC , VOO. Amat arm, Nvidia, AMD.

JamesLahey08

AMD is the top CPU manufacturer and is not run by a drugie.

JamesLahey08

AMD is a real company making real devices daily and is at the top of their field and have been around for decades.

Silly_Pay7680

I see 3. SpaceX, Tesla, and AMD all have less than 6B yearly revenue. SpaceX and Tesla both have less than 5B. SpaceX, obviously, has negative revenue.

Legitimate_Cut_6254

SPCX, TSLA, AMD, LLY, MU, AVGO in that order

Conscious-Move9662

Lol, the same people who said NVIDIA can't go higher, or MU can't go higher or AMD isn't ever going to go higher or .... I usually go Shares long term and puts to protect short term pull back. It's been my biggest recipe for success in a Medium risk account.

Choice_Potato_6279

AMD too.

OnlyTheStrong2K19

AMD

wuhanabe

36% YOY revenue growth is really not that impressive, remember that growth is coming from a tiny baseline, it’s not growing 36% from a 10 billion dollar base. They have also diluted 33% since IPO, 20% in the last year alone so they have basically diluted 20% to grow revenue 36% in the last 12 months. AMD done 38% YOY last quarter but at 10 billion dollars. Reddit done 69% YOY but at 660 million. Neither of those two with an increasing fully diluted share count. I get it space is the final frontier but even with an entire satellite constellation and the most launched rocket in history SpaceXs financials are not fantastic either. I think Rocketlab will be successful long term but dude get a grip, they hit a 100 billion market cap for a moment there, on 200 million quarterly revenue. We used to talk in the RKLB subreddit about being happy with a $20 share price once Neutron was launching.

donefukupped

SPCX going to acquire Intel / AMD in all share purchase.

mikeytho1

At 2.52T, SPCX is worth more than META and AMD combined, with $100B to spare. lmao

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $575.00 (above) | $547.35 | +5.1% | Jun 17, 8:28 PM | *5-day ban if this doesn't hit.*

Reasonable-School226

!banbet AMD 575 2d

pocketrocketss

Holding AMD and MU only and reading this chat are my only purpose in life

SunriseSurprise

SPCX worth more than META + AMD, lol.

JPowTheDayTrader

ARM going up 10%+ per day like usual. Just 8% now, nearing that 10% mark. ARM might catch up to AMD which is at 545 now.

aliensayshi

am praying for continued AMD bounce under Queen Lisa and META to be continue a rise. I think it's oversold, it shouldn't be below 600!