AMD

Stonk0Bonk0

With 1000 I would find a medium to small cap company personally. You reference price, but make sure to look at market cap. I’d say NVDA is more likely to double than Microsoft at these caps. If you like NVDA that much I’d personally dump it Into AMD. They are about 1/4 the cap of NVDA and there is nothing but growth ahead for chip makers. Note: Not financial advice.

gqreader

I guess I must be financially incompetent. But let me explain why EBIDTA is used because I must be so incompetent. Its simply a proxy for cashflow that is capital structure neutral. If a company is still growing, we use that proxy instead of earnings because by the time earnings matter, its already too late to be invested. You realize stocks with a PE of 10 or less are trash companies that are expected to be disrupted right? Its cheap for a reason. There's no growth or additional streams of revenue that company can get into. You will always miss opportunities if you only focus on earnings, but have a bias towards low P/E "value" companies that are junk. Don't sit high and mighty with a false sense of understanding (or lack of understanding) of when to use EBITDA or earnings as a method of determining a good opportunity. Re: $INTC Ahhhh I understand why you're being so condescending.. bro you're probably bag holding INTC. Got it. lol, we don't need 10 years to see the performance. Give it 36 months, itll be dead money like since 2018. As a financial guru like you believe yourself to be... ask yourself. Do you believe that in the value chain, does "manufacturing" or the "foundry" business strike you as a high moat or high margin segment of the value chain? Do you know why since 2018 the stock price has been flat, even during incredibly high demand for chips through 2020+? INTC is getting its lunch eaten by AMD in the commercial server business and the margins are shrinking. Do you even understand the issues with the business? Or do you just see "cheap" and jump head first without formal analysis of the underlying issues? Let also guess, youre bag $BABA because its also so "cheap". Where as you're shitting on the cloud business that MSFT the 2nd dominate player. growing like wildfire in, with incredibly high stacked margins and its entrenched MOAT position, with diversified revenue streams between consumer + commercial customers. But please tell me why its such a overvalued trash company... Yes, lets print out our comment and revisit in 10 years. 10 years ago at 24, my portfolio was $150k, now.. $1.5M, maybe in 10 years, $10M? hmmm maybe, but I'm financially incompetent. So who knows. But I've had a good run.

nickpapa88

Talk to me more about forest fires while my NVDA stock is up 77% in less than a year and my 2070 Super graphic card is dunking on everything AMD has to offer. I love AMD, use them for my CPUs -- but you're way off here hombre.

cristiano-potato

I am so fucking salty that I sold my AMD shares years ago. I want to buy in now but definitely feel I’ve missed the bus.

Gotigers811

For consumer GPUs at least, AMD has done quite poorly in recent years.

lucun

Counterpoint: they're innovative new tech that NVidia brought to market instead of resting on their laurels. I think it's fair for NVidia, both the market leader and one to spend money to risk introducing these new features to the market, to profit from them. Otherwise, we would probably start getting adaptive sync and ray tracing much later in the future. NVidia gimping AMD performance with dev incentives like GameWorks is an asshole move though.

t0mb3rt

Yes, but Xilinx sets up AMD as the only company that can offer high performance CPU + GPU + AI/ML all in one package. They can potential address customers/markets that no other company can. Yes, Intel is now working on their own GPUs but we just don't know if/how that will plan out. nVidia can only ever offer low power ARM CPUs.

JohannaRosie

Me too. Putting my money where my mouth is: Cook-Apple, Huang—Nvidia, Nadella-Microsoft, Musk-Tesla, Farley-Ford. Not my biggest positions but I think very highly of Dimon-JPMorgan, Moynihan-BAC, Su-AMD.

miler4salem

While both AMD and NVDA have room to fall, AMD is indeed closer to fairly valued

mediocre_fighter

AMD investors finna get paid though. No matter how dumb an idea this is, FB is gonna build servers for it for real. 🤑

wangofjenus

AMD has a lot of room to grow compared to NVDA

slutpriest

Blackbox Stocks. Here is AMD from Friday in REAL TIME. Best system out there in my opinion, gonna be huge in a few years. [https://i.imgur.com/WXurvpV.png](https://i.imgur.com/WXurvpV.png) https://i.imgur.com/R044WA4.png

guachi01

Lisa Su at AMD. I can retire early in large part because of Lisa Su at AMD and the rest of the team that turned AMD around.

neox456

G-Sync, physX, hairWorkX, CUDA, RTX, DLSS. All the proprietary stuff, that is both very good and also very good at keeping competitors (AMD) out of the market. As a gamer you don't like him, because he is charging premium compared to completion/silicon etc. but as an investor it is great he invents and invests into this stuff to be able to charge a premium 😁

Gcarsk

Semiconductors still looking solid through this shortage. Probably 5-6 more quarters. TSM, AMD, NVIDIA, LRCX, and AMAT have been great, and I don’t see them slowing down this year.

wirerc

Lisa is great at execution and taking advantage of competitor mistakes in the markets AMD already completed in, which is no small task, and loved the stock so far. But for her to be one of the GOATs for me and stock to move significantly up from here, I'd want to see her create new large segments of computing from scratch. Right now, she's still a close follower,which was fine with resource limits from before, but not so much going forward.

guachi01

This is the kind of thing that sounds good on the surface until you realize console chips are low margin and, especially last generation, existed to keep the lights on at AMD. The best reason to have bought and kept the stocks would be because AMD only has one competitor in each of their major markets so even at their worst they could stay afloat long enough to come back. It's just none of us could tell what "long enough" would be.

1stplacelastrunnerup

Another vote for Lisa Su From AMD. Lourenco Goncalves of CLF is a straight up boss. Look for some of his speeches on the web. Noto from SOFI has assembled a damn all-star team to help him lead the company.

Retropixl

I actually use NVIDIA quite a bit and I’d say I’m pretty knowledgeable of the GPU space. I know they have some decent competition coming from AMD but NVIDIA is still years ahead when it comes to drivers and increased performance from their cards every year. As well as breakthroughs for gaming such as DLSS as well as RTX. Although raytracing has seemed like quite a fad I think it is the future of gaming. Lighting is so important when it comes to making a game look as realistic as possible.

Jumpy-Imagination-81

Elizabeth Holmes, Theranos (just kidding) Tobias Lutke, Shopify Dr. Lisa Su, AMD Jensen Huang, NVIDIA and of course Elon Musk, Tesla

QuantumIdeal

Not my favorite CEO but definitely up there is Lisa Su. A rock steady and brilliant electrical engineer. She's exactly what a semi company needs. And in 5-10 years time when Nvidia has gone off the tracks because of poor company culture, AMD will be incredibly well poised to dominate the market. That said, Pat Gelsinger is doing a similar turn on Intel. I have a position there, but more so in AMD.

Anth916

> Spy beat majority of hedge funds over last year and over 10 years is even worse... why fight it? Why fight it? Because historically, the return is more like 12 percent annually or something like that right? Why not put all your money in six different companies like GOOG, MSFT, NVDA, FB, AMD & ADBE. I think those 6 companies combined will outperform the Spy 9 out of 10 years

No_Indication996

This is why I buy AMD

cristiano-potato

Like most other people my biggest mistakes aren’t that interesting, just selling stocks too early or thinking I could time the market. Sold a bunch of Apple stock in 2016 because I was young and dumb and wanted to buy cool shit. I could buy so much more shit now! Sold TSLA in 2020 because I got tired of the volatility. Ouch… Sold AMD in 2018 because I was convinced that a certain sub which shall not be named was just hyping up a shitty stock for no good reason. Bought puts on SPY in 2016 instead of buying shares since I was convinced it would crash. Basically the opportunity costs have been pretty large.

EnginThis

Choose AMD, they are cheaper than Nvidia.

ModernLifelsWar

Anyone buying XLNX options for AMD earnings? I think it might be the better play to just buying AMD calls. And in general for buying farther out options as XLNX will see the upward movement on the merger with AMD probably seeing little or none immediately. Thoughts?

ModernLifelsWar

MSFT. And just as a recommendation look at AMD. NVDA is great but the valuation is still stretched. AMD is much better value and a great alternative. Or just pick up SMH or SOXX to track the entire sector.

Tarwins-Gap

Sold $85 2022 AMD calls at a loss last year. If I held 3 more months I would have tripled my money :(

BearOnTheBeach28

I'm not saying it will and notice how I didn't even use PG in my response (that's not to say I think V, etc will outpace NVDA either). But again, you used two different calculations of PE, likely to try to bolster your argument. NVDA is already trading at a high valuation. They have 4B in profit but a 670B market cap. Clearly there's a lot of growth built in. When the stock price was above $300 it was pricing in even more growth. I'm heavily in indexes but the individual stocks I own are mostly tech so I'm not against growth and tech. AMD is my highest individual holding so I'm fine with the semi industry. But FCF and EPS calculations would need NVDA, a large and mature company, to perform at very high levels for several years to live up to the valuation. Again, that doesn't mean the price can't keep going up in the meantime, but might not be for everyone.

bizzro

> If crypto corrects 70% like it did in 2018 NVDAs revenue probably goes down I don't think most understand how nuts the current Nvidia/crypto situation is. The crypto bubble in mining is substantially larger this time around than in 2018, Nvidia also has grabbed a far larger chunk of the GPU pie this time around. Last time AMD polaris were the bread and butter of hashpower with 1060/1070 coming in as secondaries. It wasn't until after the market peak in Q1 2018 for EHT that Nvidia cards were bought en masse due to the market being dry. You could still get a 1080 Ti at decent prices in early january that year. All in all Nvidia saw crypto demand drive their revenue from summer 2017 and a year after, but it was mainly Q4 2017 and Q1/Q2 2018 were the bulk was. This time around Nvidia cards were bought for mining from almost day one. The first demand spike started 2-3 months after Ampere launched and has continued since pretty much since. Then you had pandemic demand driving even further demand and margins/price as a result. Not only has Nvidia seen INSANE demand, they have also been able to charge whatever the fuck they want for what they have made. When normal market conditions return and crypto demand dies down, then we will see Nvidia sales implode. Add to this that AMD barely even has wanted to compete with Nvidia during this time, despite having decent produces. They have been wafer constrained and would rather sell CPUs. Then you have Intel entering the space as well, they will mainly be concerned about gaining market share at first rather than profits. So expect agressive pricing.

BearOnTheBeach28

That's the nature of a bubble. V and MA are value stocks regularly with a PE of 40 too. However, the big difference is COST, V, and MA have PEs around 40, NVDA is over 80. You can't use trailing PEs and then forward PEs for another and call it a fair comparison. If 40 is the new "value" then maybe 80 is growth for someone else. Now compare that to AMD and INTC with PEs of 42 and 11 respectively and I think that makes more sense in the traditional comparison.

quietlydesperate90

AMD

Dmoan

SQ could easily pop back up to 200 nearly trading at only 3x its rev. AMD is all about supply chain issues if they turn out a quarter like MU in ER the stock can head back up to 160.

Spiritual_Extreme_81

You’re shit posting on SQ and AMD right?

Dmoan

Here are some beaten down stocks from last week that I have added and are worth looking at: DIS, SQ, DKS, MS, AMD, DOC, SONO, TWTR, BBY and GM

Daegoba

Overall Not investing in TSLA or AMD when I knew I should have. 10 years ago, pre-split, when tesla was hovering around $180/share, everyone was still skeptical of them, and you hardly saw one on the road. When a client of my wife’s showed up in one, he offered me to drive his, and I was blown away. I knew right then the cars were something special. With AMD? I had always kept my eye on the tech sector. During a foray into building my own PC, I was talking with several friends of mine who were much more well-versed in the world about who and what I should use. Scraping a forum, I stumbled across two guys arguing about who would be ahead in the next few years. One of the guys worked for AMD. He pleaded with anyone who would listen to buy into the company (the stock price was $5ish at the time) even if you didn’t use them in any personal application. His conviction hit those same heart strings with me driving the Model S. I wish I would’ve listened. Yet, I was focused on our new marriage and saving for a down payment on a house. I’ll always look back on those two examples as the difference between me working as a wage slave vs retiring early. I know there will always be new opportunities, but these in particular hurt the most nowadays.

ErickLiang

dump it into $AMD, wait.

spreadsTrader

*looks at my growth stocks (SE, NET, AMD) corrected everything from 25% to 60%*

SnipahShot

Meh, I wouldn't invest in NVDA right now no matter what. Out of these two, MSFT without a doubt. AMD and INTC are a better investment than NVDA at this moment.

Edwardslane

My biggest mistake was getting into the market in 2008 when I finally started my career and trading stocks way too often.. had I held onto what I bought $2000 in Sirius satalite radio at .10 cents, Nvidia at $12 $1500, AMD at $3 for $1000… just to name a few I’d be laughing on those couple names alone. Find good companies and don’t flip them for 10-20% profits in the short term when long term you could have 1000%+ returns + dividends Etc Don’t invest more than you can afford.. always contribute something to your 401k or RRSP.. even $20-$50 per cheque it adds up man Take my advise don’t do what I did and sell getting caught up in the day trade.

Remy6908

This is more like poke a man gotta touch um all which should be biden's theme song... On another note marajawantsyou needs to stay illegal and gamestop is out played. AMD is the only stock that actually has moving capital, a business play that can and will win and assets that are not games that everyone gave up because it sucked and no ones plays it.

king_of_nothing0

Haha yeah I remember telling people about Zoom, Nvidia, AMD, ASML, TSMC ETC but bc I was a heavily indebted grad student I could invest myself. Honestly I’m somewhat relieved I hadn’t bc so many people have lost so much money having the highs of the few winners.

DesperateOffer7998

AMD call debit spread, 3/4? Thoughts?

guachi01

So \*you're\* the person I've been buying all my AMD from. :P

OHHHNOOO3

I got some AMD and NVDAs I'll be selling next Tuesday. Contact me for the best price.

Iaintscurred7

My biggest regrets were just not investing in the company long enough. Not all my picks are winners, however the winners far outweigh the losers significantly. In early 2010's, had Netflix, Facebook, AMD, Nvidia. They would be worth a few million today. Silver lining is I learned from this and I now have the willpower to hold stocks longer regardless if it's going up a lot or down a lot (the ones I have stronger convictions for) and have no reason to sell unless I'm buying another property. My biggest winner now is Tesla and I'm glad I was able to be on board. Also, being down $100 is NOTHING in the investment world. Dollar average cost it if you are buying a good company or has great potential. If I wasn't picking individual stocks, I would be heavy into a tech ETF like VGT or FTEC and just buy it every month.

drew-gen-x

Diversify. If you believe in the stocks you bought than hold them. But put new capital to other sectors. Right now dividend stocks are running. I mean AT&T was down 30% for the year at one point in 2021. Now it's up 20% in about a month. The hope is to have AT&T or $KO run when $NVDA or $PLTR is down and vice versa. But being all in on one sector is so dangerous since many of those stocks trade with the same momentum. I lost over 70% of my portfolio in 2007 being way too leveraged in commodity stocks which were the SPACs / volatile tech stocks of 2005-2008. Some of those stocks have never recovered even in 2022. And you have NO IDEA where the true bottom is at. Tech may rebound Tuesday, or in March or in the year 2024. And if $AMD for example is running and is up 50% it isn't a bad idea to sell 10% and buy a stock in an another sector that is down like $CAT for example.

TendyCrusader

Yeah got in AMD way earlier than NVDA at 70-80/share and continue to buy dips. Missed NVDA pretty hard but still looking to buy dips and hold long term.

moldyjellybean

If you do sell winners do it in small increments and never sell it all. 2% 4% 6% until you get to bigger numbers you’re selling 20% but always keep about 30% I bought AMD at 1.80 and NVDA and sold some AMD at $10, 20 30, 40, 50, 60 70 80 etc. my mistake was selling too much too much at $30-40

Janus67

Definitely one of my best buys (AMD at $8) and TSLA. Otherwise I'm 95% global index funds

Canis9z

Probaby TDA TOS using Active Trader. Lookat last week, AMD 0DTE. Jan 12 2022 $ 136 calls In the last hour were around 10 cents. Closed arond 80 cents. 135 calls would have been nice earlier in the morning. Good volume on AMD weeklies.

Catching_Donks

Had Tesla at around $200 avg back in 2017. Sold for $300 around 2018. Lost so much potential gains if I hd just went long. Had AMD for $11. Sold for pennies to the dollar. Had NIO for $2 ish. Sold for a loss. All still hurt to think about.

pa1reddit

AMD is making all the right moves 🚀🚀

Mooninite3

NVDA, AMD, JPM let's see what next week brings

pelican626

Can someone make an audio of this. I can't read. But I like AMD for life

Professional_Mine2

Most of my money is in etf, index founds and stuff like that. I jave some single stocks that I belive will do well in the future for kicks and if I don't make any money I am ok. But Nivida and AMD was great. I just out something into Microsoft because this company like... literally never died in stocks lol

TriangleSailor

Not holding long term. I dumped $16k into AMD back in 2013 and sold at a loss a year later.

chefscounterfan

Good thread. I rode a roller coaster on my 2/11 AMD 125 short cash secured put last week. I'm bullish on them long term, and got in a week or so ago when it was at 130 or so. Got hammered by Vega one day and didn't see it coming. Dropped almost 2/3rds of the premium I'd accumulated. Well, Vega plus a 3 point drop. But it rebounded on Friday. So if the volatility can chill and let theta do it's thing it'll work out. Bottom line for me is like one of the people above said. Selling puts is a decent way to decrease the total cost of entry on a stock you want and a fine way to generate some income. Capital requirement stinks for cash secured, but c'est la vie, I suppose.

Level-Literature-856

NVDA .. AMD .. ONTO .. PLAB .. PL .. TLSA .. ABNB .. UPST .. CFLT .. MOLN .. All these are holding very well .. Don't know if Boeing is considered growth but it's going to run like growth for a while .. MOLN is just making a meme run at this point .. I'm shocked how long it's run ..

DerekTheMoron

AMD

LuncheonMe4t

I've been adding to Marvell and AMD recently. Sold Nvidia for a nice profit. I missed the boat on TSM, but hopefully AMD starts to ramp once the Xilinix deal closes.

lone_eagle54

Approximately 30% of my Roth IRA is AMD. That wasn't exactly intentional, because the original investment was ~$500. They seem to be headed in the right direction though, so I haven't been too worried about selling any. In terms of share counts, I have more shares of VTI and VXUS, which is more most of my new money is going.

Yoga_butts

Intel manufactures their chips, AMD relies on TSMC for manufacturing. Alder Lake was a good launch and we will have laptop Alder Lakes soon.

Lvl89paladin

The comeback story is just too good to be true. A perfect storm of innovation from AMD and trouble at Intel.

stickman07738

Nope, fintech overrated n my mind as the big guys will adapt or acquire. ROKU coin flip. NVDA dominant position, great CEO and only one true competitor in AMD.

Hexys_broken_dreams

"AMD is purportedly raising prices of its EPYC data center processors for some customers by 10% to 30%" 🐂

szaero

Not going to identify what company I am with but I can tell you with 100% confidence that AAPL AMD AMZN INTC MSFT NVDA do not operate this way across the majority of each company. I have a deep network of college friends that span these companies. Sure there's woke bullshit subcultures in some parts but it is not normal. WFH burnout among single people is real though. Many of us want to get back in there because it is a large part of our social lives. New people in my part of the tech stack are mostly doing fine work, even college grads that need mentorship. I do feel that the hardware side validation is slipping and there might be a major GUH ship to the public in the next few years. Hardware products designed entirely post-Covid will begin shipping this year. But also, I could be as full of shit as the twitter person. Don't trust anything you read on the internet.

distorted62

I've been invested in AMD for about 5 years. It works like this: Every 3-6 months you get a massive push upwards due to some catalyst or completely randomly. The actual push is often all at once over a pretty short period of time. It then peaks and waffles until the next push in another 3-6 months. You probably got in after the last push. It'll run again soon!

tatanka1

This year is going to be very good for AMD. They confidently announced a 30% price increase for data centre customers like there was no competition (because practically there is not).

the_GuelahPapyrus

Selling NVDA calls. Selling Ford calls. Selling AMD calls. Selling SPY calls

MinnesotaPower

GOOGL, AMD, U, DHR All have big YoY sales growth, big future EPS growth projections, low-ish liabilities over assets, future forward, generally ESG-friendly. AMD for GPU sales, server growth, partnerships with Microsoft, Meta, and Tesla. U is cool as hell and has lots of potential applications in nearly every industry, very low debt. DHR for water filtration (long view), healthcare and some industrial exposure, big growth for the sector.

computery_stuff

> any food growth stock apart from AMD > food growth stock > food growth > food FOOD ==== ====

djOH1

Yeah I get ya I only say that cos I'm new to investing (under 1 year) and feel like I can't find any food growth stock apart from AMD

guachi01

When the company in question has garbage products. AMD became a great buy when they finally had good product and Intel didn't. Or the overall market becomes really soft. DRAM prices are highly volatile.

RuiPTG

AMD, until recently TSLA also but I sold.

awkwaman

Should I roll my losing SPY trade into AMD calls or what

guachi01

Bought AMD initially in early 2017. Very happy with purchase.

guachi01

How have you lost on AMD? Did you only buy it recently?

the_GuelahPapyrus

On March 19th 2019 I bought AMD for $25 On April 15th 2019 I sold AMD for $27

Yoga_butts

Then AMD will also have the same problem because they are also use x86

Bossmann11112

Any thoughts on AMD stock?

Yoga_butts

Only NVDA is and to some extent AMD. INTC is very undervalued

strawlion

Biggest risk with Intel is if AMD increases gap between them. They could lose a lot of business fast. But depends how quickly they can improve their manufacturing

torquemada90

I've lost on AMD so far but I keep holding. All ratings indicate it's a hold for now. They have some good deals with MS and Sony for their consoles and they also made a deal with Meta for their metaverse stuff. It might not be good right now but in the long term it seems their business is looking good.

Lvl89paladin

AMD 4 life!

zenwarrior01

I’m mostly a trader so I’ll probably be selling quite a few once earnings start rolling in (esp my leveraged SOXL position purchased on the big drop last week), but will be in and out of them throughout the coming year for sure as I mostly only trade companies I believe are also solid investments. On XLNX, I’m probably waiting for the AMD deal to close.