AMD

jeromewatdoink

AMD deserves 30% pullback INTC 40%

TheSauce69

I already know if the market decides to pump NVDA will cap out at $194 while AMD bounces to $530

OldWonder5865

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

Valkyrie_Skuld

The widespread financial narrative that the artificial intelligence capital expenditure (CapEx) boom is a short-term, speculative bubble on the verge of bursting represents a fundamental misunderstanding of the hardware being deployed. Skeptics point to massive quarterly data center spend and argue that generative AI software cannot generate the near-term revenue required to justify such unprecedented infrastructure costs. However, peer-reviewed engineering blueprints and recent hardware roadmaps reveal that the tech sector is not blindly over-building for conversational chatbots. Instead, the multi-billion-dollar facilities under construction are designed as the foundational, multi-tiered engines required to sustain Quantum-Centric Supercomputing (QCSC) (Johnson, K. D., High Performance Quantum-Centric Supercomputing: A Working Implementation of Heterogeneous Orchestration, March 2026). Because quantum processing units (QPUs) are bound by the physics of the No-Cloning Theorem, they cannot independently store raw digital datasets, manage 24/7 network traffic, or copy quantum states. They are structurally dependent on an immense, high-performance classical infrastructure to handle data ingestion, manage input/output streams, and translate fragile quantum probabilities into actionable digital code. The current infrastructure land grab is not an irrational tech bubble; it is the deliberate construction of the physical scaffolding required for a unified, hybrid classical-quantum computing grid. This permanent architectural shift from standalone quantum experiments to highly integrated Quantum Data Centers (QDCs) is explicitly documented across the highest tiers of academic literature. In a foundational study published in the Philosophical Transactions of the Royal Society A, titled "Quantum Data Centres: why entanglement changes everything" (Royal Society Publishing, February 2026), researchers established that building a single, monolithic quantum processor to scale computing power is physically unsustainable due to noise and decoherence limits. Instead, the peer-reviewed consensus states that scaling quantum capability requires localized network infrastructures where multiple modular quantum processors work together within a unified data center fabric. To build the practical "plumbing" for this distributed model, Cisco Quantum Labs unveiled the Cisco Universal Quantum Switch alongside a network-aware Quantum Compiler (Cisco Research, The Universal Quantum Switch, April 2026). Operating at room temperature over standard telecom fiber, Cisco's research prototype dynamically routes quantum entanglement across different vendor hardware and modalities with less than 4% encoding degradation, enabling independent server racks to pool their processing power into a single virtualized quantum supercomputer. This modular, fiber-linked reality is further validated by a landmark study published in Nature titled "Scaling and networking a modular photonic quantum computer" (Xanadu Quantum Technologies, 2025), which showcases the Xanadu Aurora platform. Xanadu successfully demonstrated a universal, gate-based photonic quantum computer comprising multiple distinct server racks interconnected by 13 kilometers of fiber optics at room temperature, providing a direct blueprint for how quantum hardware can integrate seamlessly into standard corporate real estate by 2029. This spatial integration is happening concurrently with hardware deployments from pure-play leaders like IonQ and Quantinuum. In a joint academic milestone, IonQ successfully demonstrated tripartite entanglement across a multi-node remote trapped-ion network (Duke University & IonQ, June 2026), proving that independent atomic quantum server racks can scale horizontally over fiber distances. Meanwhile, Quantinuum advanced the stability of these systems by implementing a real-time, fault-tolerant single-shot error-correcting code in four dimensions (Quantinuum Systems Lab, March 2025). To handle these complex error loops, Quantinuum co-developed a hybrid operating blueprint that allows a quantum core to run interleaved workflows directly alongside traditional classical accelerators (NVIDIA & Quantinuum, Architectural Integration of Quantum Processing Units in Heterogeneous Accelerated Datacenters, November 2025). The technical necessity of this hybrid pipeline explains the massive, synchronized market rallies behind semiconductor and memory giants like Advanced Micro Devices (AMD), Micron Technology (MU), and Western Digital/SanDisk (SNDK), whose architectures are actively solving the data-ingestion bottleneck of the hybrid loop. Classical deep learning is hitting an energy wall, and the integration of quantum processors provides a critical, power-efficient shortcut. To feed this pipeline, AMD's dense, multi-chiplet accelerator architectures are deployed to execute the intense, multi-threaded classical pre-processing and data filtering required to translate digital binary code into quantum gates (ENCCS Research Group, Distributed Quantum Computing Workflows with ColonyOS, March 2025). This rapid data translation places an unprecedented burden on the memory sub-system, driving the massive infrastructure demand for Micron’s ultra-high-bandwidth memory (HBM3E and HBM4 stacks) to serve as a real-time staging ground so that classical systems can continuously update parameters within Hybrid Quantum-Classical Neural Networks without breaking the execution flow (Alvarez, M. et al., Hybrid Quantum-Classical Neural Architecture Search, arXiv:2605.18345, May 2026). At the foundational layer, high-density flash storage fabrics from Western Digital and SanDisk represent the permanent data lakes required to hold historical information right next to these hybrid computing nodes, while simultaneously handling the massive computational overhead of running end-to-end Post-Quantum Cryptography frameworks to protect data at rest before "Q-Day" arrives (Université de Sherbrooke, Technical Barriers to Industrial-Scale Distributed Heterogeneous Computing, Qblox Excellence Center, March 2026). Ultimately, this entire convergence is orchestrated by the industry's primary infrastructure and processing backbone. High-performance classical layers engineered by Nvidia, utilizing hybrid programming environments like CUDA-Q, act as the universal operating system that allows standard GPU clusters to communicate directly with modular quantum nodes. When classical systems hit a highly complex mathematical bottleneck, the workload is offloaded via Cisco-style quantum switches to modular arrays like Xanadu’s Aurora or Quantinuum's trapped-ion processors to be calculated in parallel bursts. To prepare for this inevitable hybrid future, infrastructure giants like Dell and SMCI are expanding direct liquid-cooling platforms and ultra-high-density server chassis to handle the staggering data-ingestion and routing pipelines required before and after a quantum processor fires. Tech giants are not blindly building speculative data center shells for short-term software hype; they are systematically constructing the massive, power-heavy, liquid-cooled classical fortresses required to house, feed, and secure the distributed quantum supercomputing networks of the next decade. TLDR: all of the stocks mentioned ran this year because they are building ai/ quantum data centers a

MaxDragonMan

Alright. All the doom and gloom has me looking at the port again tonight. Last time was about three weeks ago, as seen [here](https://www.reddit.com/r/stocks/comments/1tvhkpu/comment/opnhpmk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Since then I've sold out my RDDT and BN stakes and have invested more into the NGEN. Doing this to work through my thoughts and reassess tolerance real quick: |Ticker|YTD %|1Y|Owned Since| |:-|:-|:-|:-| |AMD|\+141.56 %|260.05 %|October 2021| |ATRL|\+0.86 %|\-5.28 %|September 2021| |GOOGL|\+8.19 %|\+95.13 % |Feb 2022| |MSFT|\-26.84 %|\-28.86 %|November 2021| |NGEN|\-65.18 %|\-28.12%|Various| |NVDA|\+2.84 %|\+ 23.85 %|October 2021| |RKLB|\+ 16.8 %|\+ 124.93 %|January 2025| So things have certainly gotten worse since I looked about three weeks ago. RKLB is +16% YTD instead of the +55% it was in June is probably the most notable change. What sucks is I missed its rise and fall because I haven't had time to pay attention. Definitely going to be a rough year if it continues like this. Last year was meteoric so I'm still not too pissed, but I miss January pre-dillutive offering on the NGEN. Also the MSFT is making me a tad sad. At this point I've held for nearly five years, and the gains all-time are 33%. I've made worse sales than selling it right now, so why am I so reluctant to let go? I may be overly sentimental, as I believe it was my third or fourth trade. Anyways, hopefully everyone else is doing well. Not sure what the next year will look like, but let's hope when all the traders get back from summer vacation that the strait is sorted out, inflation's on a downtrend, and AI produces profits.

Gl_drink_0117

What about AMD

WetHotFlapSlaps

I already lost money shorting AMD, after initially making it buying AMD at $5. It’s massively overvalued but I’m never touching a ticker even mentioned on this site ever again

ChewbaccaIsBear

**TL DR for regarded fellow WSB mofos that didn't go to the university of science** and aren´t professors of logic and own no doghouses: I think Val is saying that the ai bubble panic is overstated, that chabots not paying the elctricity bill is missing the fact that big tech might be silently building a more poweful quantum centric supercumputing infraestrucutre (that can do things orders of magnitude superior to the current shit). a quantum chip is like a super genious toddler, it can crack universe secrets in seconds but it has no memory, it has no plumbing, it will cry if it's a bit warm in the datacenter... it needs a lot of liquid coolant, hughe bandwidth servers next to it to work, and the current datacenter gold rush is a construction of a hybrid quantum grid (or that it can eventually be used for that, or that that is one of the paths they can follow after the current phase)... if you don't like the wendys dumpster and give some credit to this idea, these motherfuckers should be good: AMD, MU, NVDA, DELL, SMCI, IONQ, QNT, XNDU

Plane-Try-6522

This is what I never understood. There is a practical case for A.I production and its disinflationary impact but it was always about a couple of key questions that one - trick pony bulls are violently opposed to: - what is the economics like after the CapEx spending? - if memory cyclicity no longer holds true, where will the additional liquidity, almost all of which are currently from bond offerings, free cash flow, debt market and private credit market, that funds these memory and data centers buildout come from? - hyperscalers are used to dominating the market: theyay be forced to accept exorbitant prices now but behind closed doors they are strategising means to break memory's maker grip on the memory market. Didn't Nvidia's scare from Deepseek, Google's TPU and AMD taught anyone anything?

MakeOSUGreatAgain63

SPCX is sitting at $2T and AMD is under $1T The answers are in front of your face. It’s your fault if you don’t become a millionaire by 2028

Shred_Till_Dead

Non-Ironically this...I just looked at re-balancing my other gains (AMD mostly). And just triggered a re-balancing buy/sell that will put about 3k in to MSFT (among others). All without having to deposit a cent.

chromevfx

AMD did okay

AnotherThroneAway

Well, INTC barely counts. But AMD and MRVL are fair game. Many of the others are only mildly above their averages, though. I've owned AMAT and LRCX for decades, and yeah, they're pricing in a lot of future growth, but thy've had higher—and less justified—multiples many times in the past

rhetoricalcriticism

Meta AMD ball and chain is a fun narrative. I personally think meta will do whatever it takes to get AMD to 600 for warrants to mature at an insane clip. More concerned with PCE pre market and seeing if you get leg up then another drawdown. This is how delulu I am- I think trump attempts to pump into official 250th to distract, I just don’t know if the market gives a fuck this time considering…it doesn’t have to?

NiceOwner

I had AMD at 2.97$ you think I care? I had carvana at 7$ before it went to 500$ I had Tesla at 50$ 2011. The point is, if you don’t hold 20+ years you won’t win anything

Prime-Paradox

Yup. Quit over-managing now. Congrats on getting back here. You can recount this threads of people that have got to exactly where you are now and then did one more thing to fuck it. So don’t. Divide it up into some good long-term stocks like Google, Apple, NVDA, AMD, some in DRAM, a chunk in SPY or QQQ and when you come back in another four years, you will have five times your money.

brownsfan0609

If Tenstorrent IPOs or gets acquired by Qualcomm that is where I am parking a lot of money. Jim Keller is a chip design god. He saved AMD when it was at $3 a share with his Zen CPU designs. Read up on him and Tenstorrent.

killyourvibe

THIS IS LONG BUT: I was getting fucked up all month because of coming back into the market after a 6 year hiatus and choosing losers. First I chose Nvidia because of hype and just bought a month long call hoping to get a quick 10% return. I didn’t know it had earnings and it tanked so I lost 1700. Then I made it back with Nokia calls and lost it by stupidly putting it into meme stock SPCE calls out of FOMO. THEN I decided to say fk it and play with the big boys at micron cause big money makes big money right? I full ported into AMD, Broadcom MU and MUU with margin along with an option on MU because I seen Nvidia ran up to earning and hoped that MU would do the same. Broadcom announce an okayish earnings which called a sector wide dip resulting in me losing 12k in like 12 days unrealized. I decided to cut my losses at 8k loss with 13k left. I started doing some homework on MU and now out of all the gambles I should’ve made, I didn’t and lost out on a 90k potential profit because I didn’t want to lose my last 13k and took the safe route with shares just in case. I still made 1k but.. it happens man. Sit down, do some research, stick to your conviction. I did mine but was scared out of doing the options because of the past month of getting fucked. I should’ve just said “fuck it” and rolled the dice and if I lost, taken another 6 to maybe 10 year hiatus on options.

jcpopm

AMD 174 INTC -212 (because they don't even make.money lol) MRVL 96 after recent pullback Not to mention AMAT, LRCX, etc which are all in the 80s. Even if you want to use forward P/E, which is a joke because the whole point of forward P/E is estimating continued future growth and the buildout is not going to last forever, everything but NVDA / AVGO remain absurdly expensive. Even when you cheat the nunbers they are atill unjustifiable by anything more than "chips r gud I buy."

Ashleynn

It's not, the potential gains are higher. The losses are complete though. With shares you buy it and you make money when it goes up and lose when it goes down. the likelihood of losing all your money though is fairly low. There have been instances in the past of well established companies just going bankrupt out of nowhere, Enron being a good example, but generally you shouldn't lose everything. With calls it's either make money or lose 100% of the gamble. It doesn't need to go to 0 or the company bankrupt or anything like that, the price just needs to not hit the target by expiration. That's the other thing with shares, you can hold them effectively forever unless the stock is delisted. So lets say you bought AMD at $30 back in 2006, then it dropped to $2, but you just held the shares, now you would be up, way up, just took 20 years to get there. With calls, you would have just lost the money you used to buy them outright. As for the potential gains being higher. Lets say there's some random stock at $10. You can buy 100 shares for $1000, or you can buy one $10, or at the money, call option that expires in 6 months for $1, or $100 for the contract, contracts are worth 100 shares of a company, the price you see is price per share, so it's that number times 100. Lets say at the end of the 6 months it's at $15. The shares are now worth 50% more, so $1500 total. The options at $11 broke even, $10 strike, plus $1 per share to buy the contract, $11 break even price. Every dollar it goes up beyond that is 100% gain, give or take it's not exactly that but it's generally pretty close once contract is in the money by a fair amount. So at $12 the contract would be worth $2, or $200, at $15 it's worth $5, or $500 total, which is a 500% gain. If you spent the same $1000 buying 10 contracts you would end up with, again give or take this isn't perfect math here, $5000 total value for the calls as opposed to $1500 with shares. The risk is again much higher with options, if it stays at $10, you essentially get nothing, you're down $1 per share if you exercise the contract and buy the stock, or if it goes down that disparity just gets worse and worse, you essentially just lose the $100 it cost you to buy it.

Crucco

AMD mentioned. Buy signal?

Busy-Winter-1897

I bought AMD calls at close

Ohhmama11

So you’re saying nvda was flourishing before AI? ASML, AMD ect? SMCI was what 5 billion to 21 billion because of AI Imagine thinking a company’s 1991 founding date dictates its 2026 revenue drivers. Nvidia isn't selling gaming GPUs to teenagers anymore, they are selling AI infrastructure to the entire planet. They didn't just benefit from the boom they literally built the engine for it and not to mention your EV analogy actually proves my point lmao. If the EV boom happens, and battery cell manufacturers see their revenues shoot up 400%, then yes those cell manufacturers are absolutely flourishing because EVs. You’re trying to argue the shovels aren't part of AI but AI futures for hyper scalers and Chatgtp doesn’t exist without them

TraumaBayWatch

AAPL is the best personal computing company at the moment. The only company to efficiently use ram as unified memory. AMD is close but it cost to dam much and is not as power efficient. 

Jagick

Didn't AMD just dilute? Again? AMC could absolutely be reversed like GME and Wendy's if AMC's leadership weren't so determined to drive it deeper and deeper into core of the planet.

Banned3rdTimesaCharm

AMD huh? Hot tip.

Swred1100

Mine was AMD at $16. I sold for a $1 profit thinking I was the shit!

squibsquare

Going balls deep into AMD

siazdghw

I had a very similar entry and exit, so don't feel bad. Honestly I don't like the future of Intels chip design anymore. They had a duopoly, that became a monopoly, they pissed that away into a duopoly again and now while they are improving a lot, the competition is no longer just AMD, it's AMD, Qualcomm, Apple, custom TPUs, Nvidia+Mediatek, and more. Semi design is getting saturated AF and Intel moves slow. Even though the competition has issues, they have more money to toss around than Intel to get things right eventually. The foundry side has potential to print money, but they need to confirm customers and actually deliver, and even then they still need to sell chips themselves as they arent purely a fab. If they split the foundry side off, I'd considering going back in, but I don't like the long term prospects of the design side against all the competition.

siazdghw

I bought AMD at $3 and sold at $30. 10x was good, but I could've had 200x 😑 And I'm talking about like $50k principal put in. Yeah I don't want to think about it anymore 😔

Fit-Employ3623

AMA = Ask Me Any thing AMD = Ask My D*ck

Imaginary-Case3976

It's hard af. You see posts of people making 100ks on options but you don't see their weeks and months of losses before the big hit or they are fake posts to generate FOMO to sucker you in. I don't believe what's shown on the surface. Ask how the new MSFT and Netflix holders are doing over the last year LOL. Big name, makes gobs of money, near monopoly, moats up the wazhoo and their stocks keep tanking while the SP and QQQ hover around all time highs. The worse feeling is your holdings tanking or bleeding but the indexes just keep going up. I held AMD through 2004 and it freaking sucked ass. AMD went down 50% while the SP/QQQ went up 30%! You think your holdings would at least match close to the index. That's how the markets humble you and get your money.

Mzungufarmer

Ive been investing in AMD and NVDA since 2010 and only more recently in MU. Ive just been selling cash secured puts on MU for the past few months. Some juicy premiums. Youre not wrong tho, MSFT is a great stock and Im probably picking some up because of you.

Wapmen

Puts for other things would have printed more (MRVL or AMD)

Altruistic-Bar-2137

AMD too

SteakEater137

How come AMD has much more consistent market cap increase than NVDA despite relatively much worse financials? Am I missing something here?

Helpful_9532

What am I missing about AMD why does it go up everyday?

CEOofBeanz

I wouldn’t discredit the ability of Lisa to take AMD to $2T

LackToesToddlerAnts

Which stocks offer a better risk to reward though? Semis are nearly at an ATH but the reason they are making so much is because hyperscaler's are spending so much. Their CF allows them to make such big commitment to spending and it's clear that they are doing this due to demand. Companies have already requested for future compute and not just requested but handed over the $$ to secure them. You say park money but in reality I'm doing is taking profits from my investments in AMD and DRAM accumulating MSFT at it's cheapest.

Altruistic-Bar-2137

Why do NVDA and AMD charts look exactly the same today?

Then-Cup-5153

yea lets just get a random 11 pt move in AMD. Suck my dong Lisa

jeromewatdoink

META forward PE 16.5 NVDA forward PE 18.5 NFLX forward PE 19.5 MSFT forward PE 20 GOOGL forward PE 23.8 AMZN forward PE 25 AMD forward PE 53 INTC forward PE 100 TSLA forward PE 167 SPCX forward PE 774

TheSauce69

time for chad AMD to pump 5% while beta NVDA cries in the corner

svpa3991

Who wore the bags better: 2026 MSFT or 2025 AMD

RSomnambulist

NVIDIA is selling the shovels and Samsung is selling some of the handles for those shovels. If Samsung stops selling ram tomorrow, the prices skyrocket but there are other companies to step in. If NVIDIA stops selling GPUs tomorrow AI would collapse and so would the economy. Samsung might have more operating profit in 2027, but they operate at a worse margin and thus are not more profitable and won't be. They're sitting on the bottleneck, which isn't going to last. NVIDIA represents over 80% of datacenter GPU usage. AMD and Intel won't even be able to compete with NVIDIA *today* for 5 years.

BladeFireQ

Look at gold, it's a rotation people sell more "secure stocks" and buy more "speculative" stocks, if you see at the SPX we are almost at ATH but if you look closely most companies are at 52Low the money is rotating, ofc they have the CapEx but even with that people do feel good now with companies with 10-20% grown they need+70% at least, so MU, SNDK, AMD etc, here is where your mental comes into play will you risk your money or go for the safe option?

Satansdhingy

If I held my AMD at $15, I would be a very wealthy man right now

ebitdasga

I blinked and AMD went from 550 to 517, what the fuck dis I miss?

LeBhikariLe

AMD wtf mate

NotMe357

They use too much money to build A.I and so far they haven't make any money from it. So people invest in the stock that sell products to MAG7 to make A.I ( like MU, AMD/INTC etc). These stocks are the one that make money at the moment, so people sell MAG7 to buy these stocks until MAG7 can prove that they can make money from A.I.

KittyLover-7

AMD is not growing at the rate it’s been pumping

TheSauce69

AMD up 5% and NVDA red lmfao

option-trader

You're saying AMD's gross margins can top MU's? I just saw MU's gross margin at 84%. If AMD's gross margins can top that, then it should be more than a $1.6T company.

deanmoriarty42

Ive been on vacation for 3 weeks and just got back Tuesday and ive had terrible jet lag. I fucked up and thought the earnings was today and missed it. This and AMD’s last earnings were absolute guarantees! I’m sick over it. Congratulations to you!

xTofik

It is definitely because of MU earnings. AMD, INTC, SNDK etc all pumped after hours

Legendary-Lemon

I invested in NVDA, AMD back in 2021. Also NBIS back in early 2025. I don’t think I missed any train. I’m just realistic and not a dumbass cultist like you.

Livid-Highlight-1374

I actually agree with a lot of that, and I think Marvell is a solid company.The part I disagree with is the idea that the $1T AI infrastructure buildout only benefits Nvidia and Marvell. If Jensen is right, that supports the entire AI ecosystem. AMD is selling AI accelerators, EPYC server CPUs, networking through Pensando, and has the Xilinx business. AI infrastructure isn't going to be built with Nvidia alone. I will let you know on my DD.

No_Cell6708

MU earned $29b in net income last quarter while AMD earned $1.4b. Extrapolate that income to the full year and you'll get your answer Hope that helps

Level10Retard

I bought AMD at 80 but had to sell at 120 for a mortgage. Let me know how your DD goes. TBH, a strong point for me is just Jensen saying 1T comment. It means Nvidia is committed to MRVL. Also, even if Nvidia falls, MRVL is not fully dependent on Nvidia. Their networking is somewhat independent and also they make designs for custom compute. At the same time it's my smallest position.

Livid-Highlight-1374

Not really. A company doesn't need Micron-like margins to reach a $1.6T market cap. Market cap is driven by earnings, growth, cash flow, and the multiple investors are willing to pay not just margins. If AMD keeps growing AI accelerators, EPYC servers, and higher-margin data center products, earnings can grow much faster than revenue even without matching Micron's margins.

Administrative-Ant75

nobody knows who u are kiddo... anyways good news for you is that AMD will keep cruising its majority of my portfolio

Livid-Highlight-1374

I've been holding AMD for a year and some change. I really don't want to sell before their best earnings come out. I know this stock is just getting started. I know lots of you don't agree whatsoever, but just wait until you see the next two quarters, and it will make sense. I'm also currently doing research into MRVL.

Level10Retard

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?

No_Feeling920

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).

Livid-Highlight-1374

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.

Livid-Highlight-1374

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

mayorolivia

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

option-trader

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

SearchUsual5193

Locked and loaded into AMD to ride the secondary MU wave

mayorolivia

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

Livid-Highlight-1374

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.

Big_Victory8031

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

Revolutionary_Fan733

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

Aranthos-Faroth

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

mememan212

AMD chads forever winning

RepairSubstantial735

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

Livid-Highlight-1374

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

CustomerSingle3173

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

CustomerSingle3173

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

OldManYellsAtCloud12

Watch china invade Taiwan right when AMD gets going lol.

RepairSubstantial735

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

Livid-Highlight-1374

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.

Level10Retard

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

Liquidate-Me-Daddy

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

Middle-Paramedic-396

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

gamersEmpire

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

skudbeast

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.

stickybond009

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

TheBeckofKevin

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.

JJJonReddit

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

MannerSquare1406

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

TheRedditModsSuck

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

Livid-Highlight-1374

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

hammock62

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

ch33ky_n1nj4

AMD: a massive dong

Extreme_Problem_1645

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.

johnonymousdenim

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.

ApprehensiveStark25

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

gkdjsl

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.

WistopherWalken

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