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Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales

Tracking infrastructure capex shifts beyond primary compute

Tracking infrastructure capex shifts beyond primary compute

Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green

Am I cooked or am I cooking

Thoughts on this? 18 years old

What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?

Nvidia, Micron, AMD lead tech sell-off as AI trade cools

r/StockMarketSee Post

AMAT is making me rethink who the real winners of the AI boom are

I just suck at this game.

AMD - Long Hold

r/stocksSee Post

Black Thursday. The Great MeltDown

What do we think about RXT?

The AI trade is starting to look like a copper trade too

Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again

r/pennystocksSee Post

$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.

ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla

r/smallstreetbetsSee Post

Arteris (AIP) – The NoC IP Play Nobody's Talking About

r/pennystocksSee Post

Arteris (AIP) – The NoC IP Play Nobody's Talking About

r/wallstreetbetsSee Post

Mid-Year Review

r/wallstreetbetsSee Post

CELH (Celsius) is to MNST (Monster) like AMD is to NVDA

Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉

r/investingSee Post

Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?

r/StockMarketSee Post

Big gains on just tech

r/stocksSee Post

Does most of the analysis on this sub miss the key point? What can be done to answer the key question?

r/wallstreetbetsSee Post

You really think AMD has a chance?

r/wallstreetbetsSee Post

Meet the next NVDA

r/wallstreetbetsSee Post

Bullish thesis for SPCX into the summer

r/wallstreetbetsSee Post

Bullish SPCX Mechanical and Macro Thesis in the next month

r/optionsSee Post

Top Monthly Name to Wheel

r/smallstreetbetsSee Post

Anyone else wheeling AMD?

r/optionsSee Post

Anyone else wheeling AMD?

r/wallstreetbetsSee Post

intel is the most delusional bubble in the earth right now and I will die on this hill

r/wallstreetbetsSee Post

INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill

r/stocksSee Post

What’s missing with ARM?

r/optionsSee Post

Close, adjust or leave alone

r/wallstreetbetsSee Post

Trump saved me

r/investingSee Post

Am I crazy or is copper becoming one of the most obvious AI investments?

r/investingSee Post

AI handed me a dollar and I hated it

r/wallstreetbetsSee Post

AMD is literally funding a startup with $350M just so they can buy AMD chips.

r/wallstreetbetsSee Post

THEY came for me while I slept.

Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape

r/stocksSee Post

Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt

r/wallstreetbetsSee Post

Tried self investing again this month since 2021…

r/investingSee Post

Day 4 Update: Letting AI manage a Robinhood portfolio

r/smallstreetbetsSee Post

Small AMD Strangle 📉📈

r/stocksSee Post

Should I trim my AMD position? Looking for thoughts on this portfolio reallocation

r/wallstreetbetsSee Post

Space regard checking in before launch.

r/stocksSee Post

The SpaceX IPO will be the next "housing market since 2020".

r/wallstreetbetsSee Post

Reddit is being overlooked

r/wallstreetbetsSee Post

Which AI stocks will be a winner for coming years?

r/wallstreetbetsSee Post

Riding the wave 0DTE on SPY, AMD & AMZN

r/wallstreetbetsSee Post

I’m not selling

r/smallstreetbetsSee Post

AMD calls!

BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.

r/wallstreetbetsSee Post

AMD fell around $40 since close.

r/wallstreetbetsSee Post

How regarded am I? (AMD put)

r/smallstreetbetsSee Post

Scalped AMD

r/investingSee Post

I'm new what am I supposed to do here.

r/wallstreetbetsSee Post

When are you guys selling Semis? $AMD keeps chugging up.

Analog Devices $ADI could be the next Micron $MU

r/optionsSee Post

Analog Devices $ADI could be the next Micron $MU

r/smallstreetbetsSee Post

Analog Devices $ADI could be the next Micron $MU

Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉

r/smallstreetbetsSee Post

Gave our AI $1000 on Robinhood 👀

r/stocksSee Post

Looking to exit Amazon

r/smallstreetbetsSee Post

OTLK DD

r/smallstreetbetsSee Post

Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?

r/ShortsqueezeSee Post

SqueezeFinder - June 3rd 2026

r/pennystocksSee Post

I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)

r/wallstreetbetsSee Post

AI infrastructure is turning the whole market into one giant NVDA side quest

r/StockMarketSee Post

AMD’s price has massively detached from forward earnings expectations

r/smallstreetbetsSee Post

Focused solely on AMD. Seems to be working.

r/wallstreetbetsSee Post

Thank you Marvel, micron, and Jensen

r/wallstreetbetsSee Post

Thank you Lisa Su! Arvind and spez please take it from here.

$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

r/optionsSee Post

$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

r/wallstreetbetsSee Post

On the fence about buys..

r/investingSee Post

What's with the massive single-name moves lately?

r/optionsSee Post

$ADI Analog Devices options could easily 4x this year.

r/smallstreetbetsSee Post

$ADI Analog Devices could easily 2x this year.

r/wallstreetbetsSee Post

Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?

r/wallstreetbetsSee Post

Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD

r/StockMarketSee Post

Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD

r/wallstreetbetsSee Post

Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.

r/smallstreetbetsSee Post

🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:

r/stocksSee Post

TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

r/wallstreetbetsSee Post

Load up on $ARM $NVDA $MSFT next week to retire your bloodline.

r/wallstreetbetsSee Post

TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

r/wallstreetbetsSee Post

AMD, ARM, MU, SanDisk

r/stocksSee Post

Another “what do I do with this AMD stock” post

r/stocksSee Post

Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not

r/ShortsqueezeSee Post

Corsair (CRSR) is a coiled spring

r/wallstreetbetsSee Post

CRSR is a coiled spring

r/wallstreetbetsSee Post

AMD hit a P/E ratio above 170

r/pennystocksSee Post

22 HOURS LATER 20% UP ticker (RTKO)

r/smallstreetbetsSee Post

Goodbye Hoth Therapeutics, Hello Rocket One

Mentions

I do believe AMD in 5 years will be great. It's a good investment. But with limited money you have to choose what to pick. Why not something like MRVL, INTC (risky), Google or the safest one - TSMC?

Qualcomm is about to acquire Tenstorrent, the AI architecture design company. Jim Keller is there - he's the leader guy behind AMD's Ryzen and resurrection. Let's see if they can accelerate the stuff - Tenstorrent has been rather slow to deliver usable hardware (missed the biggest initial wave of AI spending).

Mentions:#AMD

Thank you very much, but I don't really write articles. I'm 18 years old. I'm just really passionate about AMD stock and the stock market. And thank you so much for the lovely comment.

Mentions:#AMD

if you really bought AMD at $2 thats supper amazing. Congratulations

Mentions:#AMD

Read their financials, listen to earnings calls, and listen to what their customers are saying (Nvidia, AMD, Broadcom, Apple, etc).

Mentions:#AMD

That would put AMD's market cap at $1.6T. It's going to need some profit margins like MU to reach that.

Mentions:#AMD#MU

Locked and loaded into AMD to ride the secondary MU wave

Mentions:#AMD#MU

WEN has announced it is getting into AI data centers and will be competing with Nvidia and AMD.

Mentions:#WEN#AMD

Bro r u serious i have less than 300 shares wtf am i gonna pump AMD for and my post would do absolutely nothing to the stock.

Mentions:#AMD

Nvda is about training ai for which there is no substitute BUT CPU is about inference where AMD, INTC and other chip makers come into play. This inference is the next stage and I believe the next 10x bagger

Mentions:#AMD#INTC

Seems more like you’re shilling AMD. Your stack got too big to dump?

Mentions:#AMD

AMD is almost a 1T company Fuck me man… it was named Advanced Money Destroyer for a reason not too long ago.

Mentions:#AMD

AMD chads forever winning

Mentions:#AMD

AMD and MRVL have a huge market cap difference...AMD will easily reach 1T in a few months give or take. MRVL could be in the next year

Mentions:#AMD#MRVL

Ah i see, well you def picked a good stock like AMD.

Mentions:#AMD

I just opened my brokerage account in late February of this year. I only have shares of XLI, VT, DRAM, AMD, and RIVN.

Yea AMD is going to buy NVDA in 10 years. NVDA put all their eggs in one basket. Their GPUs are becoming lackluster and they priced out consumers with very little improvement from the previous generation. Also NVDA does not make TPUs. AMD just announced a TPU that fits in the palm of your hand. And is available to purchase. AMD for the win. Bought it at 498 and holding longterm

Mentions:#AMD#NVDA

Watch china invade Taiwan right when AMD gets going lol.

Mentions:#AMD

AMD will definitely hit the 1 trillion club before end of the year. Great stock

Mentions:#AMD

AMD 1000+ This is my thesis on AMD. People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The AI business is still in the early innings, with the MI350 now ramping and the MI400 platform expected to be a major step forward. The company also has one of the best CEOs in tech. Lisa Su took AMD from a company trading around $2 a share to one competing with Intel in CPUs and Nvidia in AI. Under her leadership, AMD has consistently executed, taken market share, and built a much stronger balance sheet. What really gives me conviction is that compute demand isn't slowing down. AI, cloud computing, enterprise servers, autonomous systems, and edge computing all require more chips over time. AMD is positioned across multiple parts of that ecosystem instead of relying on a single product. The market is also acting like Nvidia will win 100% of AI forever. That's not how semiconductors have ever worked. The biggest cloud companies want multiple suppliers for cost, supply chain resilience, and negotiating power. AMD is already supplying products to major hyperscalers like Google and Oracle and continues expanding those relationships. Could AMD fall 30-50%? Absolutely. Semiconductor stocks are volatile. But volatility isn't the same thing as a broken thesis. I'm not invested because I think the stock only goes up. I'm invested because I believe AMD will be a much larger and more profitable company five years from now than it is today. If that happens, the stock price will eventually reflect it. Another thing people ignore is execution. Every product cycle under Lisa Su has made AMD more competitive. Zen transformed CPUs. EPYC took server share from Intel. Ryzen became one of the top consumer CPU brands. Now they're applying that same execution to AI. That's why I trust management. People also focus way too much on today's earnings instead of future earnings. AMD isn't being valued on what it earned last quarter—it's being valued on what it could earn several years from now if AI accelerator revenue, server CPUs, and software continue scaling. That's why I care more about execution than today's P/E ratio. The market also acts like Nvidia has to lose for AMD to win. It doesn't. The AI market is becoming so large that multiple companies can grow at the same time. Cloud providers like Microsoft, Google, Oracle, Amazon, and Meta aren't going to rely on a single supplier forever. They want competition, lower costs, and supply chain diversification. AMD is already building relationships with many of those customers. What really gives me conviction is that compute demand isn't slowing down. AI, cloud computing, enterprise servers, autonomous systems, and edge computing all require more chips over time. AMD is positioned across multiple parts of that ecosystem instead of relying on a single product.

Mentions:#AMD#MI

If AI bubble deflates even slightly, MU is gonna crash crash, AMD will also crash but nowhere as much.

Mentions:#MU#AMD

That just means AMD is exposed to OpenAI’s spending commitments which are impossible to achieve

Mentions:#AMD

I have so much money in AMD and dont want to sell just yet

Mentions:#AMD

Keep in mind openAI has a 10% stake of AMD, thats gotta be worth something i think

Mentions:#AMD

I sold (then underperforming for about a decade for what I paid for it) AMD in 2016 to pay down my 3% mortgage... No crying in the casino.

Mentions:#AMD

Oh I thought AMD was A Major Dick or Advanced Major Dick

Mentions:#AMD

The amount of money id have if I stuck with "never sell" a decade ago. Literally so much BE, TSLA, MU, AMD, NVDA etc. My recommendation is to just hold forever. Diversify by buying dumb longshots and then just ride them to zero or your death.

Because AMD is going to $2000. Bitch gonna rip your face off

Mentions:#AMD

Yeah. I saw Mu, Intel, AMD, MRVL move to moon

Mentions:#AMD#MRVL

You'd be surprised but I've definitely seen some Redditors say "NVDA is $200, but AMD is $500 – that makes no sense".

Mentions:#NVDA#AMD

AMD is going to hit big numbers and blow past analyst expectations. You'll see with their next two quarters and their guidance.

Mentions:#AMD

I bought AMD at $16.50/share because I thought they would do well in gaming. Same with NVDA, I bought in at $3.73/share. My strategy is to watch the incredible leadership at both companies pivot and position themselves for each subsequent wave of tech. Never sell winners with great leadership let them run

Mentions:#AMD#NVDA

AMD: a massive dong

Mentions:#AMD

AMD doesnt have a lunch. The market wants AMD to eat Nvidia's lunch and will be willing to do as much business with them as they can. Why? Because Nvidia is a monopoly gouging their customers on 90% profit margins.

Mentions:#AMD

Same here. CBRS P/E ratio is 446.53 as of June 24, 2026. More importantly, CBRS is trading at $182/share and its sales-based valuation multiples are about 3x the median of comparable peers (NVDA, AMD, AVGO, etc). That 3x premium is ... excessive. To bring its share price closer in line with peers, one would expect its share price to be cut to 1/3 of current price. So closer to \~$62/share (\~$61 based on trailing P/S median, $62.00 based on EV/Sales median, and $62.73 based on forward P/S median). Their tech is certainly interesting and I'd be totally open to buying shares once their share price comes back down to more rational price levels, around $60-$65. But at $180/share? No way.

I’m up $149,000 on AMD and feel nothing but I’d feel this :/

Mentions:#AMD

I should have listened to my own advice. I had 2300 shares with an average of $47 bought in 2018 that I bagheld through its brutal drawdown and sold out in 2020 when it popped above $55. It was a much bigger percentage of my net worth then so I was happy to GTFO with some (pathetic) profit. Those 2300 shares would be worth $2.75M now. Oh well, AMD's been real good to me, so at least I didn't miss the AI boom.

Mentions:#AMD

Meh, buying AMD or NVDA at that same time would have worked out vastly better for you. 

Mentions:#AMD#NVDA

Micron actually has Fabs, they haul in silicon wafers and ship out packaged IC chips. AMD has no silicon fabs and they outsource entirely to TSMC. They function solely as a design house so to speak. Not sure if that explains the discrepancy between PE but they are entirely different industries.

Mentions:#AMD

Yeah OP had it wrong when he said both are commodity chip manufacturers. In fact AMD is fabless so they’re not even a manufacturer. OP doesn’t know much about semis I’m afraid.

Mentions:#AMD

It's a 30x PE on a 5 trillion dollar company. That is an extremely high PE for a company that size. Historically the mag 7 never left the 20-30 pe multiple range and that was back when AI producing software didnt exist and some of them had ironclad cloud moats and unlike NVDA didnt have their entire company backed by a single product Not to mention that google has TPUs and AMD is coming up.

Mentions:#NVDA#AMD

Because, AMD = advanced money duplicator = big number = high forward p/e Micron = tiny + p/e = sounds like micro(n) p/enis = small number 

Mentions:#AMD

Honestly sell it. This is a shit company. In the past month you saw what happened there is no hope for this piece of shit stock unfortunately. I lost 90k on this. Take the L and buy AMD it’s about to hit a 1 TRILLION market. Netflix will become attractive once it does something and the fuck face ceos are fired for being idiots and not doing jack shit to reassure the stock is ok.

Mentions:#AMD

people still holding NVDA over AMD LMAO

Mentions:#NVDA#AMD

https://preview.redd.it/xswfj5ea5b9h1.jpeg?width=1064&format=pjpg&auto=webp&s=279c00517f2ea7a13ce680a699f88f1bc6acd350 Man and I felt bad for selling my AMD too early.

Mentions:#AMD

They bought your silver and sold AMD/MU.

Mentions:#AMD#MU

I sold all my silver and took 30% profits, stuck it all in AMD and MU and up 18% already. How do people end up sucking dicks at Wendy's? Isn't this infinite money glitch?

Mentions:#AMD#MU

When AI first started, it was a bottleneck around NVDA cards to train. The last few years, things have moved to inference which require more high band width memory and compute. There is only a few companies in the world that make it, MU being one of them. MU has been trying to build a new factory for years, but has been held up for things like environmental reviews. [https://www.syracuse.com/micron/2025/11/micron-chip-factories-in-upstate-ny-delayed-by-two-to-three-years-company-says.html](https://www.syracuse.com/micron/2025/11/micron-chip-factories-in-upstate-ny-delayed-by-two-to-three-years-company-says.html) It's a big issue in the US in particular, just being able to build things. Like zoning and regulations, especially in blue states, tend to create a lot of red tape. Why the hyperscalers never did it themselves, is a great question, but part of is, a lot of companies moved to fabless to begin with, since it offered higher margins. That's kind of the story of what AMD/NVDA did. Also part of the downfall of Intel was being a fab. It's expensive and takes a lot time.

Mentions:#NVDA#MU#AMD

Well I’m DCAing the companies I like. These aren’t some shot in the dark, they’re usually mid-caps or large caps that I like. Think Apple, AMD, Abbvie, just stuff I think have good moats and will outperform, as of late they usually do. If I’m doing 2% a year, assuming I get the market average for 20 years, I’m missing out on like $3k if they all go bust.. when they hit 4 or 5% of my portfolio I start to take profits and reallocate

Mentions:#AMD

I don’t own any MU, AMD, etc but my Dad does! He is my ultimate hedge 😘🥰

Mentions:#MU#AMD

I think they qere hoping fir AMD type of move where it gain 20% but then again most of this is already prices in.

Mentions:#AMD

I didn't know that, thank you. Anyway, I've mostly invested in companies like AMAT, KLA, AMD, Micron, and Nvidia, so that's just been my experience. They all tend to go up together and fall together, but the strongest stocks usually outperform the rest by a pretty wide margin. Maybe it's different in a normal market, but the semiconductor sector doesn't seem to be driven by logic right now. It just feels like a giant guessing game.

Mentions:#AMAT#AMD

Tesla uses AMD chips rn

Mentions:#AMD

Bruh.. should have bought AMD or MRVL calls when they were at the bottom.

Mentions:#AMD#MRVL

Ime the best way to do it is take like 2-5% of your portfolio and make it “fun money” and pick a few stocks. If any of them work out, you can be up massively, and if they don’t it’s not a huge hit to your portfolio. I actually just cashed in my gains from AMD over the past 5 years today and redistributed to my usual funds. Nice return in that time that certainly beat the market, and my other picks have either stayed in line with the market or missed it within a standard deviation

Mentions:#AMD

I own AMD PLTR NVDA etc but it just dawned on me that ai is literally fucking useless and retarded for most people, do any of us even use it?

Too bad MU isn't AMD.

Mentions:#MU#AMD

it is kinda retarded to think that AMD can drop 60% and still be green ytd

Mentions:#AMD

Listen: MU to SK Hynix is the same as, NVIDIA to AMD, i.e. this is secondary importance B-tier earning report in grander scheme of things.

Mentions:#MU#AMD

AMD still over $500 so this dip remains fake and gay

Mentions:#AMD

I used AI to answer this AI post. Fun times! **Most likely:** MU reports strong numbers, but the stock reaction depends almost entirely on **guidance**. The market already expects monster results — around **$35B+ revenue and \~$20 EPS**, with next-quarter expectations even higher. So a normal “beat” may not be enough. **Bullish reaction:** If they say HBM demand is still sold out, pricing is still rising, gross margins are holding, and next-quarter guidance comes in meaningfully above expectations, semis probably bounce hard tomorrow. That would likely help **NVDA, SOXX, AMD, Broadcom**, and the general AI trade. **Bearish reaction:** If guidance is merely “fine,” or they hint that pricing/supply is normalizing, I’d expect a nasty sell-the-news reaction. MU has run so far that “good” may trade like “bad.” Reuters specifically framed it as priced-for-perfection anxiety after a huge run. **My honest guess:** Slight lean bullish for the AI trade **if the call is clean**, but I would not be shocked by MU being down even on a beat. The key phrase is: **good earnings, dangerous expectations**.

Agree, but oof. Especially when compared to AMD, MRVL, etc, and other opportunities that have more parabolic.

Mentions:#AMD#MRVL

how tf are AMD options priced? most days it has a 10 point range, but the pricing on them is insane

Mentions:#AMD

I bought 17000 shares of AMD at $2 because of their branch prediction technology. What happened next will underwhelm you.

Mentions:#AMD

Another day AMD pumps way harder than NVDA

Mentions:#AMD#NVDA

Well my whole PC is parts from 2020, DDR4 RAM and any of the new cpu/gpu/mobo are all DDR5 😔. Currently have an i5-9600k and an AMD 5700xt

Mentions:#PC#AMD

Had a trailing stop loss in place for AMD/SNDK/MU/DRAM 490k liquidated on the open yesterday. Dropped 70k  Going to split all that up across the same stocks today.  Trailing stop loss was a moment of weakness. I'm a perma bull stocks only go up

Mentions:#AMD#SNDK#MU

I am also a AMD holder but I would pay the loan for a peace of mind

Mentions:#AMD

AMD *Pukes*

Mentions:#AMD

My port is 100% WEN BYND OPEN GME AMD BBBY

This is one of those posts people don't want to hear, but it's true. A lot of investors think they're diversified because they own Nvidia, AMD, Microsoft, Google, Meta, and a semiconductor ETF. That's not diversification....it's one big bet on the same theme. When people say "the market is crashing," what they often mean is "my tech portfolio is crashing." Nothing wrong with being overweight tech if that's your conviction. Just don't call it diversification and then get surprised when all your positions move together. That's concentration risk, not bad luck.

Mentions:#AMD

It's at some wild historical lows... I bought AMD at $3... and did a put which made me another $50K when it dunked... ...the only issue here is time to hold vs reward and if it is worth it... but with a 9% dividend... thats something to consider.

Mentions:#AMD

Options for underestimated IV equities, leverage(hyperliquid) for overestimated/very high IV. So, options for NVDA, PLTR, ADBE, TSLA, NOW, SNOW, maybe NBIS but only 0dte or 7+ DTE, and hyperliquid for MU, SNDK, ARM, AMD.

AMD

Mentions:#AMD

I must have been living under a rock but AMD is 500+ ??? what the actual fuck. i sold this bitch at a loss when it shat the bed last year and dropped from 200 to sub 100 in a month and now it is at 500+ LMFAO

Mentions:#AMD

Yeah, Intel bought the vast majority of ASML's first delivery of EUV machines. I get the "hype" about Intel. It's a great turn-around story. Their desire is to try to become the next TSMC is laudable. The business world still sees TSMC as one of the biggest risks the global market because of the obvious geopolitical risks. If not for that, it might be trading as a higher market cap than even Microsoft and Amazon. The problem is the market got waaaaaay ahead of itself. Like the chip deal they got with Apple is for older processors since "the big boys" in the space are way too backed up. They fell behind AMD and got priced like they were going out of business, then got priced back in as the now 21st biggest company on the planet on the mere notion they could in what... 5-10 years start competing with TSMC? This is as a time AMD's market cap nearly tripled when they weren't even fully proven in the AI space because of the mere idea agentic AI might cause their profits to skyrocket. People were way ahead of calling the bubble back in the Fall. There was still something of a logic behind even some of the pricier companies. Now we're actually seeing it with valuations front-running companies by many years. Yeah, so funny about a lot of what you next wrote as I know I got some nasty glares for bringing this up in another thread, but people love throwing around the Dot Com comparisons while forgetting one of the most important lessons of the Dot Com era: don't get caught up in a CapEx explosion. We made the exact same mistake back then: the "picks and shovels' analogy got thrown around, everyone went all-in on the semis, and people spent the next 2 decades waiting to get their money back from the Qualcomms, Ciscos, and MUs of the world. Meanwhile, the long-term winners were... software and e-commerce. But it's going to be a mess getting there, and the ugly reality a lot of people are increasingly coming to the realization is that AI might be heavily commoditized. If the individual models lack moats and pricing power, it doesn't mean the tech is dead: it just means everything was priced wrong from the start and the "repricing" will be an ugly affair. Mind you, I think Street insiders are probably happy with the setup as enough investors are still around from the Dot Com era to recognize how this is likely to play out: milk every last dime you can from the CapEx spend as free money, dump everything once it looks like the bubble is ready to burst, and flee to the sectors likely to profit the most once we actually figure out the business use of AI. Plus adding on to what you said, I think the big players want to spend the money now because they know we're coming to the end of the 100-year debt cycle in the next couple years. If you're going to spend this kind of crazy money, now is the last chance to do it before you have to start tightening the purse strings. BTW super fun conversation. One of the best ones I've had on here recently. I do really enjoy trying to reason this stuff out rather than just throwing up your hands and saying the market makes no sense.

Mentions:#ASML#AMD

Intel is a particularly interesting case. I was looking at it not too long ago, when it was 20$... I couldn't believe the amount of hate accross social media, it was like the unanimous opinion was that it was a shit company with shit product, and going to zero. I mean, historically if you were in the market for a CPU, it was either AMD or Intel... And sometimes AMD had some better price/performance deals for gaming, but Intel ALWAYS had the best CPUs. Now, AMD currently has bested Intel on their latest generation, but will that last forever ? Besides, Intel still wins on single core performance. Apple somehow managed to beat Intel on their latest processors, which is interesting, but irrelevant to most people on this planet cause they're not on IOS. Intel also always had the best Wi-Fi modules, bar none, and as far as I know this is still the case. At a time when more and more stuff has Wi-Fi connectivity. Intel also is unprofitable right now cause they're massively investing to produce next-gen products on US soil. Which is a big gamble, but it also could pay off massively. Didn't they reserve all of the machines that ASML will make this year, or something like that ? Then Intel went up 6x on basically no new information... Crazy stuff. Like at some point people realized Intel was still making chips, which are the current theme, and it doesn't matter what they are or who makes them. >The $30 trillion question at the center of all of this: how is any of this supposed to create the kind of sustainable market needed to justify these valuations if nobody believes in any of the companies footing the CapEx bill? That's the question I've been asking myself for years now... The answer I usually get is something like ''it can't be a bubble, the hardware sales are real''. Then I go ''that's precisely a bubble if the hardware is bought to perform unprofitable tasks''. The funniest part is the schizophrenic disconnect between the whole ''short software long hardware'' theme. Look at how Palantir dropped hard from June 1st, exactly at the same time as the IGV etf. That eTF contains currently hated names such as SalesForce and ServiceNow, but also Palantir. And love them or hate them, Palantir's entire business is based on leveraging AI to increase productivity in large organizations... Youy know, the whole thing that people hope is going to justify the AI capex spending. THEY ARE DOING EXACTLY THAT, and they get shorted like they were some dinosaur legacy firm selling fax machine firmware. I know PLTR still has a high valuation, just mentioning how the market recently seems to be lumping them will any and all other software companies. Another funny example is MSTR. Most of their business is now their bitcoin accumulation strategy, but they are included in the IGV index as a software company. And the crazy thing is their software actually leverages AI tools. So anyone shorting the index is also shorting this company which actually makes money with AI, which should be the reason behing going long semis in the first place... The idea that the hardware will be in demand because at some point people will make money off it. And by shorting the index, you are also getting short bitcoin exposure, which should be a different conversation altogether. >blames the whole thing on Direxion's double/triple leverage long and short ETFs. I pretty much doubt this is the root cause of the problem, as these are mostly retail products. Traditional wisdom says retail rarely moves the needle that much. And I suspect many people are using these for convenience, instead of options. As in, the volume you see there would probably be in the derivatives market instead if these ETFs didn't exist. My gut feeling is the big players know a wall is coming, but the incentives aren't there to kill the hype train. Aside from SpaceX and the 2 insane IPOs coming, I think Google and others also raised massive amounts of money... Could be they know winter is coming, but they all think they can survive just fine if they can fill the coffers enough before it hits.

Once I sell AMD, I would like to buy this stock, but I think selling AMD right now would be a missed opportunity. I would definitely buy ServiceNow if its still under 100 once I sell AMD.

Mentions:#AMD

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

Delta is a variable that is part of the Black-Scholes-Merton model which is one of the option pricing models that is used. It is the first partial derivative of the formula which is an estimate of how much an options price is expected to change for every $1 change of the underlying stock. It can be used as a rough proxy for whether the contract will go itm. So for example - the 7/21 600c currently has about a 25 dela. That can roughly translate to the market pricing in a 25% chance that the underlying will reach 600 on 7/21. Why do you think that AMD will reach 600? I think that would be an ATH for AMD. If you really want to increase your odds - you may want to write a higher delta call. The higher premium will also add to the profit.

Mentions:#AMD

Intel RJ AMD Nvidia

Mentions:#AMD

I put everything into SoFi and sold at $32, then put all my money into PLTR, and now I'm in AMD. After, I will be a safe investor.

Mentions:#PLTR#AMD

Thanks, I'm basically trying to get out before Q2 results and rebalance my portfolio (literally 1/3 is AMD) I debated using a ladder, but because there's only 4 contracts I'd rather keep it simple. I'm not familiar with Delta, what is it?

Mentions:#AMD

AMD already has a PE ratio of 176, so my personal opinion is that you won't hit your price targets within the next 12-24 months. ;)

Mentions:#AMD

One strategy that has been commonly used is to invest in a financially sound companies future, speculation will lead to less gains over time- imagine you keep those 70 shares and it somehow goes to 1200-1500?. But I’d do some deep financial analysis to confirm target price if you really believe that. I wish I had 250 shares of AMD at that price.

Mentions:#AMD

Naw I’m good. Made 15K on AMD calls a couple weeks ago. Plus 10K on QQQ calls. I just pull it out so not tempted to be completely regarded lol

Mentions:#AMD#QQQ

My landlords rent payment depends on if AMD pumps or dumps tomorrow.

Mentions:#AMD

Financials are doing well still, MAG7 isn't down too much, SEMIs/AI trade like MU, AMD, Intel, LRCX, QCOM, WDC, SNDK, AMT has been on a huge bull run. Costco & Walmart still holding up well also

Right and AMD

Mentions:#AMD

Microsoft, AMD and META are weak "AI" plays.... AVGO, NBIS, MU

AMD killed Intel...

Mentions:#AMD

Noo wrong way AMD!!

Mentions:#AMD

$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 👨‍🍳📚).

Please pump AMD you crazy bastards!! Praise Allah

Mentions:#AMD

**BanBet Lost** — /u/CEOofBeanz (0W-1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $542.06 → $600.00 | +10.7% | 1d | Lost |

Mentions:#AMD

I diversified by selling my AMD and buying DRAM, MSFT, and PLTR. (The other 70% is in VOO and EM)

Today has been a good refresher that QQQ is not exactly the same holdings and proportions as the Nasdaq 100, and a review of it today reveals it's much more overweight semis and hardware than I thought. For example it holds much more Micron and AMD than Microsoft or Google, even though the latter are much larger market cap. This is how we're managing to see all the traditional big tech companies green today but QQQ deeeeep red

Mentions:#QQQ#AMD

Stacy ragson is a #1 wallstreet investor apparently who “called it” on Nvidia. Last year on AMD, $85 EOY price target. This year, $600 price targets. They are more regarded than us my guy. Or keep listening to them and lose money 😭. Inverse world best. Inversed wallstreet on AMD, boom 5x return 1yr

Mentions:#AMD

You can tell this dip is fake and gay cause AMD is still over $500

Mentions:#AMD