AMD

Over-Young8392

how are you guys feeling about AMD

Guest-Username

That makes sense, and I appreciate the insight. My biggest concern isn’t necessarily long-term chip demand, but whether a slowdown in AI spending could hurt semis enough that my OTM LEAPS take a beating before things recover. I still feel pretty bullish on AMD and INTC through 2028, but I’m trying to be realistic. Do you see this as more of a short-term correction, or do you think semis could struggle for a while as money rotates into hyperscalers?

Guest-Username

Even for semis ? I got OTM AMD and INTC Dec ‘2028 leaps last week. I’m trying to justify the hold…

DancingCow

The bar for Nvidia/AMD is definitely in space now. Even if they double beat it will be seen as a miss unless they're shitting lightning

Formal_Power_1780

AMD started shipping Helios in September. They will be ramping Helios through Q4 into Q1. Helios sells for -$7M with $4M worth of AMD chips inside per rack. AMD has signed up Meta, OAI, Anthropic, Microsoft, Oracle, Humain, G42, Naver, Tata, Vultr, Tensor Wave, on and on and on. They are probably looking at 5GW for 2027 or 20,000 racks. $80B Then they are delivering Helion CPU racks with 128 CPUs at $15K each. They probably sell $30-40B with of these. Then everything else is $10B. So $120B of high margin sales, trading at $0.8T Bring it bitch.

Zipski577

Hahaha my exact thoughts seeing these posts. We are currently in an equity market where a huge portion of the participants have never experienced an environment that “buying the dip” doesn’t work exceptionally well almost immediately. Retail trading/ investment activity skyrocketed in 2021-2022 and has been high ever since. Liberation day and the start of the Iran war this year made people’s confidence in the strategy even stronger. I’m not saying it won’t continue to work right now. A lot of things have changed, and Trump announcing a peace deal or some shit could make the market bounce back out of its downtrend like it did in the end of March, despite not being true at the time (in fact, I’d be shocked if he doesn’t try something like this as soon as Monday ahead of Election Day/ voting). But am I shocked to see massive tech companies like Intel lose 30% on earnings announcement? No, because the exact thing was happening in the opposite direction earlier this year. It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. When these things happened the idea that they could also lose just as much, or more, on one report became very realistic. Big tech companies are now making single day moves that used to be reserved for small cap, clinical stage drug companies on trial readouts. If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now. We’ll see what happens but I’d reckon a day will come eventually that simply “buying the dip” blindly (which is not the same as DCAing btw) will kill a lot of ppl who have been led to believe it’s a full proof strategy

Nervous_Hurry_9920

They're all up 300% over the last 6 months. It's just a red day. AMD is where it was 6 weeks ago. Intel is still up 60% year over year and 70% ytd.  Just a red day. Just a correction. 

DefinitelyForReal

I bought AMD at 135 and sold at 278. 20k profit, though I should have probably held a few weeks longer.

Icy-Truck3734

AMD =Advanced Money Destroyer on Tuesday

certain-fig-3200

With what money?! I already blew everything buying the AMD, RDDT, NOW dips.... before they crashed. RIP to me.

pmoO0

I wonder. Buy Intel now or wait for AMD to make a similar move? Data center spending is always called "computer", but are they really buying CPU's. That's a question that might hurt anyone except Nvidia. PS: I believe the Nvidia channel stuffing is real. They need to keep the numbers up. But we'll see that later ...

DrHarrisonLawrence

“The best moat in AI is to have money coming in so you can keep building more” Is that NVDA, AMD & CRWV then? u/Lord\_\_\_Rictor

DuAbUiSai

AMD Puts

Public_Ideal84

*Looks and sees AMD is still over $500* Haha yeah, this pop hasn’t even left the garage yet.

coolopinionlmao

PLTR and AMD puts seem too obvious so that means they'll print, right? RIGHT?

raccoon8182

On top of that, people don't realize that ai is actually two products. One is generative Ai which creates code, images video audio etc the other is conversational. The money right now is mostly in generational. Now here's the problem, asics are coming next year, which will take the best we have now and burn it directly into chips. (So no more updates) however that then becomes local and not cloud. So no more subs. Which means anthropic, openai, and grok dissappear overnight. And Nvidia, AMD go back to selling to consumers/prosumers. And Google keeps winning with conversational/shopping ai. Anthropic and openai are absolutely fucked in under 3 years. Like complete and utter shutdown. Or bought and folded into Google, apple, Microsoft..who ever buys them. I'm thinking anthropic folds into Google and openai folds into Microsoft. And Elon folds everything into SpaceX to try and avoid consumers exchanging their stock for money.

zendaddy76

I usually look at forward pe and 250 day moving average. If macro environment looks ok, I add to my positions where I have conviction. But this is in my Roth and I’m holding for at least 10 years. I started doing this in 2016 and have outperformed VT by 82% in my “play money account” (which I limit to about 100k). You can’t win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. That said, 90% of my investments are in VT or TDFs. This year I’ve added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN). I still hold AAPL (my first stock pick in 2016, followed Buffet) and NVDA from 2020. Play the long game and be patient. I’ll be retiring 3 years early bc of my winners. 👍🏽

thetalentedmrbowser

AMD earnings could blow up my account for good

gregzicstock

Not feeling confident about earnings from AAPL, AMD, QCOM, and PLTR. SMCI might be good though. I feel like the red will continue. I don't think the midterm elections are going to mean much no matter who wins.

Disastrous_Rent_6500

I love the rage bait to be honest. I’m no sheep, I get what he’s saying, whether he said it or not, RAM prices have more than 4x. He’s just saying what we all know every AI company has been thinking for the past year. And basically he’s trying to tell Nvidia and AMD this as well

shugo7

I had one when it was in the 500s for 2027 because I see sentiment change,AMD ran really hot and for some reason people keep getting liquidated which triggers a cascade of selling pressure

jayschembri

So will Intel ever go up/rocket like AMD, Micron, and Nvidia did? Technically great buying opportunity for intel. What would Warren do?

Captobvious75

This is why I sold all my AI stocks (AMD, MU, etc) months ago. Way too much to lose for the risk of more gains. Im all in AI safe stocks (SONY for example) and very broad ETFs (VEQT) to minimize any loss risk as much as possible in the equities side.

BigShinyBlueBalls

AMD 10%? 😭

Pretty-Statement6758

whic semi is 17 PE? are u blind or what? AMD 130, Intell like negative pe ratio, others like 40-500. SOXX et average pe like 40-50

MtGloomy0420

This post reaffirms my commitment to hold my $AMD position.

Alepman

Not everything other than big names like Google, many tech stocks are still way up, even with the decline AMD is 90% up this year

fschu_fosho

Damn, AMD! What did you do??

motion2082

Does this mean I should buy AMD next year 😅

Chuu

I am honestly confused at the Semis pulling back so hard. So the hyperscalers and big tech all had earnings that are flashing warnings signs -- but all of them are signaling that a big reason is that CapEx has to continue. Where is that money going? The semis. I can understand why Google et. al and the hyperscalers are taking a huge bath here. And also Intel because I do not think they deserved to be grouped with the other big Semis for reasons. But Micron, AMD, nVidia, etc.? Obviously they are going to take a hit because everything is correlated but isn't this ultimately good news for them?

notepad987

**AMD** (computer chips) on April 1, 2026 it was $210 and on Sept 3rd it was $408 and on Oct 6th it was about $655 and on friday Oct 30 it is $504.80.... A roller coaster but still way up.

Mustatan

AI industry run and and lead by historic fraudsters like Amodei, Altman and Elon pushing obvious scams with no hope of ever turning a profit and historic debt traps, using circular financing and creative accounting with NVDA's collusion that would make Theranos, Enron and the original Ponzi blush, and literally the most obvious rug-pull pump and dump IPO plans in history even openly planning to exit and grab F shares on Week 1 just hoping for enough retail regards to get exit liquidity. Except unfortunately even META, GOOG, AMZN, MSFT and of course ORCL have joined in the regardation and lemming-racing and that's all sucked in even the hyperscalers and shovel sellers like CRWV, INTC, AMD and NVDA itself (and even AAPL indirectly) into charging off the same cliff.

Mustatan

Lol this, we took a hit too, fortunately exited most of our earlier positions but still took AI bubble losses and kicking ourselves for not seeing the light sooner. So ridiculous how the AI industry is now sucking in even old Big Tech titans like AMZN, GOOG, META, MSFT and of course ORCL, to the point they seem committed to collective hara-kiri as a business strategy. Or volunteering to be lemmings off the cliff for better analogy. Cut off their own cash cows for sake of massive blind data center capex with not even a hope and a prayer of actually making money, when [the ROI stinks](https://www.apollo.com/wealth/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector), [Americans overwhelmingly hate it](https://futurism.com/artificial-intelligence/americans-turn-against-ai-poll) and China and Europe can just be the mole in whack-a-mole and pop up perpetually [with cheaper](https://finance.yahoo.com/technology/ai/articles/businesses-experimenting-cheaper-chinese-ai-185931713.html) [and](https://enlyft.com/tech/products/mistral-ai) often [better AI options](https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html). Even NVDA, AMD, SPCX, INTC and the other shovel sellers are getting sucked in or already hitting negative cash flow or debt, even AAPL isn't untouched, the memory cost insanity is helping cut it's sales and their earnings don't back up that P/E anymore. The dumbest part is the "leaders" of the industry are such obvious no-profit mass scams for Big Tech to get sucked into, it's like putting together all the biggest hits of financial and business fraud from the Ponzi scheme through Enron and Theranos, complete with circular financing and creative accounting, and hundreds of billions in rising commitments that even the dumbest fantasy math can't ever repay, even with the AGI BS or if they had half the economy. It's basically a cash-burning machine, except Amodei and Altman could give Elizabeth Holmes a run for her money with the latest BS. Putting up an IPO begging for $2 trillion while you have junk bond status, historically massive debt and losses, oh and you alter the IPO rules so you the big insiders can basically unload on Day 1 and most of the rest shortly after, oh and they get the majority F shares so the small fry shareholders can't even steer the company? As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. So Dario and Sam can grab it and run and maybe sell it to the big names. It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

KnockedDown55

If AMD tanks, will NVDA tank?

iSOBigD

Why...what tech company posted good earnings and didn't tank immediately lately? I think AMD will do great and likely crash just like everything else. I'll get some cheap puts maybe 10% below current price just in case. Doing that on intel, rddt and others would have turned $500 into $30k...

OnlyTheStrong2K19

Sell INTC & buy AMD instead. 🚀

juanuha

GPU wars? Bro they lost the CPU wars to AMD with Ryzen , they just went for gpu's and shot themselves in the foot.

deesea

Yeah they weren’t fighting Nvidia. They were fighting AMD, and got bodied. Then they got buried when GPUs became the star of the show with AI.

Ragnogrimmus

Come now.. Wait for the smoke to clear by next friday... buy some reddit, Robinhood, and Nvidia, AMD, SpaceX.. lol.. let's see TSMC.. META, All ready for most likely green holiday run.

Valkyrie_Skuld

How much money would it take for NVDA to rally like AMD or MU, do the math on it seriously

JudgeCheezels

Since when was Intel ever in a GPU war with anyone? They were in a CPU war with AMD.

AttTankaRattArStorre

CoreWeave is simply not relevant in scale when it comes to AI. Once Google, Microsoft, Nvidia, AMD, Sandisk and TSMC are down even close to 40% we can talk about this again.

CD274

🤔 is AMD's PC segment going to be up if Intel's crashed or is pc gaming down so much it will tank and too.

OnceALoser

AMD should postpone it’s earnings. It will drop at the news but it will be insignificant compared to the earnings call. Market is brutal.

NiceOwner

I’m an Apple fan but I really think they will 💩 their earnings, same with AMD….. guh

NiceOwner

I like watching movies pre 2005 so I can feel like I’m about to predict the future and buy bitcoin or Nvidia or AMD early.

West_Ocelot4670

Somebody told me to buy AMD puts. That guy is smart AF

filingdelta

The government stake shows up directly in this quarter's numbers. The "Escrowed Shares" in the release are Intel shares held in escrow for the Department of Commerce under the CHIPS Secure Enclave agreement, released as Intel performs. Their mark-to-market swung GAAP results: a $1.0bn gain in Q3 but a $12.6bn loss over nine months. On the business side it's mixed: data center operating income was $3.0bn vs $1.0bn a year ago, but the foundry unit still lost $1.9bn in the quarter. The release doesn't cover market share vs AMD, so I can't speak to that from the filing.

Wowmuchrya

I’m not invested in any of this garbage lmao. I think you guys lost a lot of money today which is why theres all of these threads and coping. It’s not really a conspiracy if they dilute you out in the open and then ask you to bark for them, now is it? Any possible way to cope I guess. Make sure to comment next week about how much money the chips are making after AMD causes soxx/smh to -10% next week.

codespyder

AMD will save the market

Aubrey_D_Graham

Intel can go down much further. Their primary product is Xeons, but AMD is eating into their marketshare of workstations, consumer cpus, and even gpus. The fundamentals still remain: memory is locked in, which prevents consumers from purchasing Intel. They can't sell even sell their deeply discounted 200s ultra. Intel is capable of surviving, but their stock can go much lower.

davidbigham

Monday Apple earning, Tuesday AMD earning , Wed ARM QCOM earning And I full ported in QCOM . They are down 12% today

verywidebutthole

Doesn't really need consumer. Q4 guidance is going to be juicy. Stock might still fall after ER because the market is weird but AMD is not suffering.

lmneozoo

I've been in AMD since it was $8. Everyone on this sub is poor with the brainpower of a gold fish

lmneozoo

Yea, you're regarded. AMD is priced like it is because it's EPS will 4x fy 2028

bluethereal98

INTC merger with AAPL or AMD

ComplexEntertainer13

> If amd gets hit like Intel (a 20% decline in consumer); amd will barely feel it Historically AMD has been hit harder when there have been downturns in the PC market. Because Intel has more long term contracts with OEMs etc.

Wide-Contribution-29

Haha, mine uses an AMD Ryzen

UnkleSambo

I hope that one kid throwing a fit about AMD who used the N word lost all his money today u/wiisports101

ButtholeAnalogy

When is AMD I want to jump on that one

thenorthernwhiteboy

I got a feeling AMD about to taken out behind the shed

sfw_supdood

and if the bubble is popping here, it becomes an immediate baghold gambling on a shit company that gets completely dominated in both the CPU and GPU spaces by Nvidia and AMD.

rdrias

I was fearing the same, but , Lisa went to Taiwan last week(s) to ask for more wafers. You don't do that if you're not selling. Also, TSMC revenues keep going up, and AMD is one of the biggest buyers. I don't think Lisa is doing a Jensen and stuffing people with chips (and they wouldn't get away with it, they're not that big). So after selling all of it for a good profit taking, I'm thinking of buying again at this price

unhappyreach_

Apple Monday, then AMD Tuesday, Arm Wednesday QQQ might drill to zero by EOW

Sweaty_Platypus69

but if AMD & Nvdia shits the bed.. then the AI hype is pretty much over. We wont see ATH till next year at least.

Vlisa

Surely AMD earnings will reignite AI investment fervor! :nana:

Sweaty_Platypus69

AMD P/E ratio is still hovering 128.. :kek:

WorkingCorrect1062

If AMD dumps its over for the bols

mrxman14

The problem Intel has is with manufacturing. One of their FABs in Isreal exploded. AMD doesn't have that problem with TSMC. Also, AMD was smart to get guaranteed memory chips from Samsung and SK Hynix. Intel’s problems are mostly limited to themselves.

TimeTravelingChris

If they post Q3 revenue and it's flat I'm shorting AMD to Earth's core.

wildmover

AMD has been a cash cow for me. https://preview.redd.it/xy9q3swi3oyh1.jpeg?width=729&format=pjpg&auto=webp&s=05dc396f9d070ada7c6fd2bf8f98d06e08f52388

Phaoryx

Wow you are about to get cooked LOL. This earnings is expected to give shock and awe guidance for the future… and AMD and INTC are wildly different companies. P/E is inflated due to acquisitions… like you’re actually about to get cooked lol. Brother…

Local-Independent406

This theory will probably hold true. Look at SNDK double beat but tanked 15%. AMD will tank hard, no doubt. If it misses then 20% downfall is likely.

blazing_straddles

Plenty of .com's disappeared overnight. CSCO was going to be the recipient of all their networking gear, they were the analog to today's AMD & NVDA. And CSCO dropped from ~80 to the low teens. FWD PE's mean jack shit.

theummeower

AMD is going to smash earnings? Why? Because they aren’t intel

Initial_Ad_8333

AMD puts?

WorkingCorrect1062

AMD need to post a monstrous quarter otherwise we are fucked

HippoLover85

that is my reading mistake. I conceptually clump together the quarters "results" into one big bucket in my brain so that a "miss" or "beat" applies to everything in the report. you clarified but that didn't stop the autocomplete in my brain. But for a company that has a rich valuation like Intel, they need to perform on the bottom line too. that is just how it is. AMD is in the same boat. market will punish them if for some reason there is a huge loss in other places. But like i said elsewhere, consumer is much less important for AMd as it is a much smaller percentage of their company, and the gains in dataceter should really drown out any issues in client (assuming they aren't something like down 50% q/q and GMs on client going down to like 30%. . . . that would probably cause issues. But i don't expect it will be that bad.

SongNo4012

You just have to look at the estimated long term growth rate analysts plug in to every tech stock DCF model to tell it s overvalued and the market could tank a lot more on rerating alone from there. Makes even more sense given where rates are. The fact that Intel guidance came lower on pc sale which were flagged heavily by firms like AMD is borderline criminal from Intel. I wouldnt be surprised if there is a class action, they must have known months ahead. It is pretty much criminal.

Locus_In_Quo

Five Chip Stocks Drove 60% of the Selloff **Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion**, because Nvidia is worth close to $5 trillion. Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. Company Change Market value lost: **Nvidia Corp. (NASDAQ:NVDA) -3.6% $185 billion** Has ER on 11-17-2026! Intel Corp. (NASDAQ:INTC) -28.4% $138 billion Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) -5.4% $108 billion Broadcom Inc. (NASDAQ:AVGO) -5.5% $90 billion Advanced Micro Devices Inc. (NASDAQ:AMD) -9.7% $90 billion Top five combined $610 billion Updated by 11:35 a.m. ET. Source: TradingView

alive_well007

bought about 15K worth stocks today. AMD/OCRL/VT/QQQM

sfw_supdood

Next week is going to be legendary. Midterms + AMD earnings + possible Iran escalation.

WashedWashingMachine

I prefer AMD , its just that I was expecting it to at least say around 100$ due to insider trading like Nancy and other politicians making bets they got fucked for once

Kollv

I got him with EWZ,NU,GOOG,RDDT,GDX,GDXJ,AMD,HIMS https://preview.redd.it/pj8uaks2knyh1.jpeg?width=960&format=pjpg&auto=webp&s=a23d4b68f290448e60ea5b7faff37a954dc3a097

bearhunter429

#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾

drazayn99

AMD and QCOM maybe?

Soffatjockis

AMD has soooooooo much more room to dump lmao This shit is going back to 200

Crazy-Sir5935

I'm an AI engineer and i can solo what my team of 50 did 5 years ago, this will go up again AMD will save us!!!!

Crazy-Sir5935

Will AMD safe our souls?

minderbinder49

Buying AMD puts for Wednesday fuck it

SmellyStinkyGuy

I placed an order for 15 shares of AMD yesterday and accidentally placed it for 115 in 6 seconds. Just tilt trading into options now, but fuck man, today is brutal. https://preview.redd.it/07vd5q2wgnyh1.jpeg?width=1440&format=pjpg&auto=webp&s=a3396f0664e786b8243342c641be5c0e122764ca

Pitiful_Bedroom_6619

$AMD YOU FUCKING PIG !!!!! :screech: :screech: :screech: :screech:

Spac55

BigTech are global. They have big cashflow. They saw future with AI adoption As big cash flow growing. They keep spending for AI-infrastructure build up Look coding jobs, now all coding by AI $MSFT $META $GOOG $AMZN $NVDA $AMD $AVGO $ASML $QQQ $SMH $SPY Watch liquidity today

Kind_Initiative_7567

Yep i agree loaded AMD calls for next week

Kind_Initiative_7567

OK it’s bounce time Q’s hit 685 the 200 daily MA. Added more AMD calls lmaooo

Altair05

It's 1 of 2 major cpu manufacturers. It's not going anywhere, the same way AMD didn't go anywhere 2 decades ago. 

dubious_unicorn

AMD below 500

oliver2022

I’m an AMD bull and yeah I agree. BUT we already had a 10% fall by being associated with INTC and EVERYONE and their mama is saying a bloodbath is coming, last time this happened after hours was a green dildos party

ExplanationNormal339

The conclusion assumes AMD’s move caused the profit; without the position type and timing, the gain could instead reflect leverage, options pricing, or broader market movement. What position generated the gain?

vjbk1

AMD was cheap at $100