AMD

TrustYourLines

AMD

GamermanRPGKing

Profit is profit dude. I got AMD at $140 and sold around $180, before it pumped to $220

thinkneo

The math isn't crazy. doubling in 5 years = \~15% CAGR. for a company growing earnings 20-30% annually, that's achievable if the multiple holds. The bull case for doubling: \- AI infrastructure buildout is multi-year, not a one-time spike \- data center revenue still growing 60%+ YoY \- expanding TAM: inference, edge, automotive, robotics \- forward P/E of \~25x is reasonable for this growth rate \- dominant position (80-90% market share) with high switching costs What could prevent it: \- competition: AMD improving, hyperscalers building custom chips (Google TPU, Amazon Trainium) \- AI ROI questions: if enterprises don't see returns, capex slows \- law of large numbers: harder to grow when you're already $4T+ \- geopolitical: China restrictions, supply chain risks \- multiple compression: if growth slows, P/E contracts even if earnings grow My take: NVDA doubling in 5 years is plausible, not guaranteed. the bigger risk isn't the company - it's that expectations are already high. you're not buying a hidden gem, you're buying consensus. with $200k, consider: \- do you need it to double, or is 10-12% CAGR enough? \- would you hold through a 30-40% drawdown? (it's happened before) \- is there a price you'd add more vs cut losses? NVDA is probably the highest quality AI play. But "high quality" and "will double" aren't the same question.

le_pedal

AMD compared to NVDA on a 1-year outlook, your opinion? I'm 50/50 right now.

UnObtainium17

I still prefer MU over them. MU being one of the top suppliers of HBM for NVDA, AMD, Google is a much lucrative business to be in than in consumer flash memory.

2muchnet42day

Warm-up with 3 sets of refreshing WSB to get the blood pumping, then hit 5 sets of SPY 0DTE calls expiring today (failure mandatory), superset with 4 sets of NVDA weeklies at ATH for pure FOMO hypertrophy, move on to 3 sets of TSLA lotto puts because “it feels toppy,” followed immediately by AMRAP PLTR calls until conviction or account balance gives out, cool down with 2 light sets of AMD sympathy plays, and finish the workout with a brutal drop set of GME/AMC based solely on a single comment that says “something’s brewing,” ending with a protein shake made of cope, screenshots of unrealized gains, and telling yourself tomorrow you’ll size smaller (you won’t).

silver0199

Why AMD flat again

rainmakesthedaygood

AMD is the better choice right now.

RegisterWest8932

Definitely look at Micron (MU). Everyone is focused on NVDA/AMD, but MU is the one sitting at a perfect entry point fundamentally. Here is a 60-second breakdown I did on why it's undervalued compared to the rest of the sector https://www.youtube.com/shorts/ne706eIq7YQ

Lonely_District_196

I don't think there is a vaccume. Crucial memory (micron) has never been one of the big players in that market, which is probably why they're closing it. Intel and AMD are already in the consumer GPU market competing with Nvidia. Most consumers are just fine with integrated graphics on their CPU, but both AMD and Intel are doing graphics cards. NVIDIA is staying in the gamer market, although they're focusing more on data centers because that's where the business is. Google and Amazon are starting to take them on there.

RegisterWest8932

Definitely look at Micron (MU). Everyone is focused on NVDA/AMD, but MU is the one sitting at a perfect entry point fundamentally. Here is a 60-second breakdown I did on why it's undervalued compared to the rest of the sector [**https://www.youtube.com/shorts/ne706eIq7YQ**](https://www.youtube.com/shorts/ne706eIq7YQ)

TheoryInttro

Hmm. AMD needs to end in the green today for my purposes.

glassjungles

You list outsourcing production a major red flag, when the entire, highly successful, semiconductor industry does that already today. Look at the NVIDIA/AMD/Qualcomm/etc. dependency on TSMC. POET also acquired SPX in 2025, allowing them to own the assembly process, and any IP involved in it. The comparison with ceramics manufacturing yields and testing limitations is simply not true. Silicon is not clay, if 30% fails the remaining 70% does work, that can be reused and packaged up. This rate is baked into the unit cost as any other computer component is. In addition, POET explicitly has said they test at the wafer-level and only proceed with the expensive final assembly once that’s verified. It isn’t an all or nothing process, https://www.poet-technologies.com/technology Admittedly there will be competition, but given the high demand for AI currently, POET is showing all signs of competitively positioning itself.

Dense_Dog8823

AMD

Hopeful-Blacksmith38

JPM Apple META Amazon Crowdstrike MSFT AMD NVIDIA Sorry, total of 8. All bought years ago.

CC-5576-05

Micron shutting down Crucial will not leave any kind of vaccume. Micron is just shutting down their consumer brand, they won't stop selling to other consumer brands. Nvidia, no one is going to fill that vaccume because there simply isn't enough wafers. AMD can't get more capacity either, and if they could they'd probably use it for their datacenter products too. Intel is also using tsmc for their GPUs so they can't ramp up production either

981flacht6

As a shareholder of both Nvidia AMD, I can tell you that AMD would be stupid to step on Nvidia's place here for a fraction of sales to leave big money on the table. Maybe Intel can since nobody wants to use their fabs. You're better off buying a console in probably the first half of 2026. That's not a super long time relatively speaking. We'll see if memory constraints ease up from there, I am guessing they will.

Whitesnowball

As a person that has used Nvidia and AMD cards, I really hope AMD steps up its software.

Sa1amandr4

ngl this year AMD carried me,, I can see it go to 300+ in 2026 (retarded advice, don't follow)

Large-Poetry258

AMD is a good bet imo 👍 and realistically NVIDIA is set to benefit further. NFA tho and all that 🤣😅

WrongPurpose

Bullshit, he had the same degree, because its an easy Degree from a Daycare for Nepobabys School, so that Daddy and his Golf Buddys have an excuse to hire each others Sons for high Positions. Also non "technologist" have no idea where technology is going, because they neither understand what is possible today, not what will be possible in the future or stay impossible. Its always the Engineers (or at least UX Visionaries/cringey Nerds) that build up or rebuild successfull Companies(Google, Apple twice, MS, Nividea, AMD twice, Tesla ...) , and its always the Lawyers, MBAs, Lits, etc that then run them into the ground (Intel, Boing, and countless others)

Normal-Squash-5294

Right! Tbh i didn't expect a new up and comer. I expected someone like AMD, steam/Valve (ik they dont produce GPUs or RAM atm as far as im aware) or one of the other big names that escape me at the moment lol to fill the consumer void. But their value is likely going to explode as soon as that happens and i wanted my money to be there to grow with them.

ThainEshKelch

AMD

erichang

AMD

Extreme_Marketing865

AMD needs some viagra today. 

Buklover

AMD

doctorqaz

MU, NVDA, AVGO, AMD calls really printed this week

smucox5

No AMD

RoutinePast7696

Would not be surprised if something very big happened to AMD The accelerated process unit at some point will begin to replace having a GPU in a computer. If this would happen it would have a profound effect of the architecture of personal computers , intel, and Nvidia. Though Nvidia makes the best GPUs in the world as well as the framework to integrate them. As of this moment they lack the ability to merge x86 and graphics computing With or without Ai bubble bursting it will eventually happen.

Able_Durian_1832

AMD

Mug_of_coffee

Yup, AMD.

friendlyzuchinni

This is what ai told me 2021 (~+400%) – Skewed heavily by the GME/AMC short-squeeze period. This represents peak-to-peak meme returns, not sustainable full-year investing. 2022 (~-30%) – Post-mania drawdown as speculative names deflated. 2023 (~+25%) – Recovery year; tech and growth stabilized. 2024 (~+60%) – Strong AI/tech momentum (NVDA, AMD, META, etc.). 2025 (~+76% YTD) – Based on equal-weighted, community-compiled “most-mentioned” lists (HOOD, PLTR, RKLB, TSLA, etc.).

StrawberryFrog1386

AMD

Nart_Leahcim

AMD

Stockbull_getrich

AMD 📈📈 target 400

Myroadrash

AMD

PeakFreakness

AMD going to $350

ShittyUsernane1222

Taiwan will peacefully "reunify" with china and by that time spy will reach ATH due to K-shaped recovery business by 🥭 before dumping again and rug-pulling bols the 2nd time during 2027. DPP, KMT and companies like TSMC,NVDA, AMD know very well, 🥭 will TACO them during an invasion lmao.

ShittyUsernane1222

Taiwan announces "voluntary" accession and reunification with peoples republic of china. TSMC, NVDA, AMD announce Chinese acquisition and have transferred technical know-how to China and signed unlimited buyback contracts guaranteed by Chinese and US government via Bank of China and Federal Reserve. spy goes to ATHs lmao.

Repulsive_Night_15

Mostly big swings gains on AMD, BABA, MSTR, CELH, SPY, EL, UNH

DarthGlazer

You lost 30k ... It happens. Move on. Quit options gambling, if you want to invest by yourself do it based on fundamentals and value (buffet style). Otherwise take the L and just move on. If you want to punish yourself and atone then cut out some eating out or something but honestly 30k is enough to forget about. I say this from experience - last year (2024) I lost 55k/80k. This year I got lucky with AMD and ura so I've made a lot of it back but it happens man. Pretty cheap lesson I'd say

Count-to-3

I started dabbling with Options in September 2024, went from 130K-160K by November (wasn't going big on options just small 5-10K)... made some gains, thought it was easy. Then January hit, AMD plummeted, LUNR failed a moon landing, and RDDT had random AI fears thought to kill their referrals from Goog.. i had started ramping up with options around this time.. went from 160K down to 90K and was feeling real down... i noticed that I had made money on all my leap contracts and the leaps that I did sell at a loss, if I had held them would of been back in the green at some point.. I also noticed I lost almost every single short dated less than 2months till expiry option... I changed my strategy, only do leaps 2+ years out, and have shares. I'm now at 315K and very happy this Christmas.

stockdaytrader7891

Top analyst calls tomorrow: Netflix, TSLA, WLMT, V, NVDA, AMD

NiceOwner

To the young generation and old. I was a high schooler in the age of bitcoin (hearing news from Cambridge early 2010s) and Tesla/AMD/chipotle/netflix/Nvidia and Apple iPhones yet not a millionaire. I was in on every info. You wanna know what the difference was? Not working earlier in my life to have the capital that consistently came in to buy each product and most importantly HOLD. Here’s to the next 25 years maybe all find the new inventions that change the world once again.

RustyNards

The best plays I’ve had have been after months of downward pressure where I DCA down. When they finally reverse trend they usually 4x or more fairly quickly…AMD, UUUU, CELH, MU etc. I think GRRR will reverse hard soon and will be my next big winner.

Federal-Dingo-6033

They are not comparable companies so I do not understand the question?  Nvidia will never have the potential of Google and ultimately it will lose market share to other companies. They outsourced manufacturing in order to show early profit, but ultimately the foundries will be the companies making the money.  AMD did the same thing when they sold Globalfoundries. They off loaded the debt, but are now dependent of contracts to get their product produced. Its a dangerous position to be in in the long term. 

MotoMan253

Merry Christmas to all my Reddit friends and don’t forget to UBER , AMD,JOBY 🚀🚀

stonkmc

AMD needs to moon tomorrow for my Christmas debts to be paid off

AlbinoWino73

AMD outperformed both.

bartturner

Think Google now willing the TPUs is probably going to not be good for AMD.

magnusvegeta

You are missing a ton of other companies my guy. AMD, TSM, INTC

cwalking2

> CPU design AI accelerators do not resemble "CPUs" in any way whatsoever. A highly out-of-order, general purpose microprocessor designed for branchy, chaotic integer code implemented on an ultra deep-submicron process with full-custom circuit design and layout for critical components_can take 4-6 years to go from idea to package. This is what AMD, Intel, and IBM are stuck doing. 90% of "AI accelerators" are giant matrix multiply units implemented using an ASIC process for circuit implementation (_read: brrr verilog goes into synopsys design compiler out comes GDSII_). From TPU 1 to 4, Google has gone from a tricycle to a 2-wheeler (with a large investment in I/O). Their chips don't have 1/10th the control logic complexity which comes with general purpose microprocessors, hence their ultra short R&D cycles: > the TPU was designed, verified, built, and deployed in datacenters in just 15 months [(source)]((https://arxiv.org/pdf/1704.04760):) So, to go back to what I originally responded to: > the talent to actually design chips is so limited There's no shortage of the type of design talent needed for these chips. Everyone is just trying to ship glorified matmul units and praying they land where the market is headed by the time the chips come out of the fabs.

LordMohid

AMD, its Zen6 time

Disastrous_Rent_6500

TPUs are too niche and will never replace all semis. Nvidia/AMD are meant for any technology breakthrough. The next frontiers are self driving, space, robotics, and inference AI. CPUs and GPUs are already powering all of that. There will always be a need for classical compute

PlumEven2818

NVDA calls expiring in 2027, AMD puts for the inevitable market correction, and throwing some money at whatever EV company Elon tweets about next week Oh and SPY 600 because this market makes zero sense anymore

gkdjsl

They say don't marry your stocks, but my entire investment thesis with AMD is "I can fix her"

gkdjsl

Why is your AMD average so high? Did you just FOMO in after the OpenAI deal was announced?

Altruistic-Ability40

The answer is AMD

jacknhut2

Google is not a pure AI company, their cash cow and margin is and continues to be search engine for the foreseeable future. Google only starts investing into AI because they see the potential of AI in the next decade. They are obviously behind Nvidia or else they wouldn’t have to rely on Broadcom to create custom ASIC known as TPU for their hardware. Broadcom TPU is behind Nvidia Blackwell/Blackwell Ultra and the upcoming Rubin. Google themselves still bought tens of thousands of Nvidia Blackwell for their complex training models, despite having their own TPU. This is the key indicator that Google TPU is not able to compete against Nvidia Blackwell head on or else they wouldn’t spent billions on Nvidia in the first place. Same with Amazon custom ASIC known as Trainium. Nvidia is the creator of AI. They have decades of GPU development experience, spent billions upon billions to perfect their hardware ie GPU, a well developed software system known as CUDA that majority of AI developers and engineers use. Unlike Google who relies upon Broadcom to develop their custom ASIC which is severely limited in terms of its capabilities, Nvidia AI stack is a true vertical integration between hardware, software, and the NV-Link that serves as the backbone connection that enables thousands of these GPU to operate in unison. Like the Apple of iPhone with its iOS and the Apple ecosystem, Nvidia AI stack not only provides the highest performance available but also locks in developers in its CUDA ecosystem. You cannot just replace a GPU stack with AMD Instinct or any other AI TPU and expect it to work with the existing Nvidia AI system, hence it’s very difficult and expensive to switch. This is the “moat” that analysts talked about. Having said that, each company has its own strengths. Google provides stability and diversification because of its search engine business with a growing focus on AI. Nvidia is a pure AI/data center company whose focus is the complete integration of AI into everyday tasks including data analysis, robotics, research, autonomous vehicles, defense (sovereign AI). If you believe AI will be the future 10-20 years from now, Nvidia would be a better bet because it’s the epitome of AI technologies and development, albeit higher risk. On the other hand, if you are risk averse and want something stable with an exposure to AI, Google is the choice although lower return. Given the extraordinary run of Google so far this year, expect a consolidation period for a while before it can go higher. Nvidia, on the other hand, already had a long consolidation period since last summer. It is now starting to resume its upward momentum if its earnings can continue growing strong, which after the last few quarters its earnings growth start to accelerate again due to Blackwell ramp. Make no mistake, all of these hyperscalers are trying to create their own AI chips, but none can match Nvidia products in performance due to its years of perfected research and expertise in GPU development. When you hear the news Google TPU find a customer out side of its own business use (remember Google TPU is ASIC, designed specifically for Google own internal workload and thus incompatible with other platforms like Microsoft or Apple etc), it means that other companies are exploring alternatives to Nvidia AI stack because of the severe shortage of GPU availability, and also to drive down cost at the same time because right now these companies see real returns on investment from AI, and the longer they sit idle waiting for GPU allocation from Nvidia, the more expensive it get due to “lost opportunity cost”. Meta is an example because Meta is getting returns on their AI investment right now according to their quarterly earnings, so they rather spend some $$$ to get an alternative AI product ie Broadcom designed TPU than getting nothing because of the shortage.

Aretardinvestor

That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.

thedomjack

AI researcher here, and I think saying nvidia "stumbled" into the benefits of AI is... incomplete. I think it'd be a fair assessment back in 2011 when [AlexNet](https://en.wikipedia.org/wiki/AlexNet#) first came out, but they didn't have that much of an advantage of AMD at that point. Unlike AMD, they spent the next decade actively cultivating the CUDA ecosystem and working with researchers to improve their platform for general purpose GPU programming. That took a lot of investment for minimal initial returns. I don't think it's fair to call that part stumbling.

stonkmc

https://preview.redd.it/0qudc42im89g1.jpeg?width=1170&format=pjpg&auto=webp&s=3e0de4750e04a10e09173fc466d7cdb5d03809ac intel, AMD, xyz, googl

stonkmc

My port is 650k and it's all in AMD rn! Lfg 2026!

graps2

Post the 650K on AMD liar 

stonkmc

Bought 650k in AMD shares today, yolo Merry Christmas !!!

BiblicalAss

why not just buy AMD

RepulsiveDisaster671

AMD will hit 300$ before 2027

Crazy_Donkies

Groq AI bought for $20b.  Low cost inference. Might sell AMD.

Total_Comfort9208

Disagree. S&P hit all time highs thanks to rotation. Most of OP's stocks aren't anywhere near ATH or 52-week high so some good upside potential. NVDA and AVGO are trading at fairly discounted forward PE and listed as top stock pics on most top analysts charts for next year. As for Oracle, although I've not yet personally bought, I think the street overreacted to earnings call and debt issues - this should pump through 2026 given the solid fundamentals. As for AMD, HOOD and Coreweave, If it were my money, I'd hedge by selling Jan 27 ATM calls. Should get a decent premium with downside protection.

stonkmc

Bought $650k of AMD shares today Merry Christmas mfers

stonkmc

Yolk's 700k into AMD shares today lfg

CEOofBeanz

I have more AMD than you at $127 bro, relax

markhalliday8

I feel that's only good advice if you have somewhere else in mind to put the money. If you sell AMD, do you have another stock in mind? I just hold a few solid stocks and keep my money there. 75 percent in stocks, 25 percent in cash. S&P is always a safe bet if you are having doubts. Just average in over your lifetime and retire comfortably.

Ok-Analysis4121

Need AMD to pull a 20%+ like the good ole days. Come on gyna

Expert_Context5398

1) Only profitable EV maker in the world. No one buys auto companies stocks, which you might have figured out when doing any research. They are historically bad investments for a reason. Why do you think Ford has been in business for nearly a century and is only worth $50 billion? You should ask yourself that and then come back to me. 2) P/E ratio isn't very applicable to companies with R&D invested into future growth. You can't possibly calculate the value of FSD and Optimus into P/E because the value is immense. P/E is most relevant when comparing companies at mainly mature stages. Such as Target vs Walmart because these are quite mature businesses that aren't going to have massive changes to their business structure. Just your own assessment of this is just wrong. The auto industry having a low P/E isn't a symptom if it being a great investment. Anyone looking at a company, by your logic, would buy that stock up because of the low P/E. Yet, why aren't they? Because it's a bad investment, period. The auto sector isn't a good investment, hence, why people don't buy auto companies. Why do you think there's a difference with TSLA? Because people are not treating it as an auto company, which you seem to be stuck on doing. 3) They aren't behind Waymo. You just don't understand how their strategies differ. I can go into this but you're entirely wrong on this. I can use FSD in NYC and have been without any critical interventions for the past six months. Can I use Waymo in NYC? Nope. So how is Waymo ahead? Nevermind the fact that Waymo loses billions of $ every year, which you might want to add. 4) Yes, there are hurdles to anything - particularly groundbreaking advancements in technology. High risk, high reward. Low risk, low reward. People who don't like risk should buy index funds. People who like risk and want to be rewarded for it should buy companies like TSLA, AMD, etc., 5) "At some point, you have to realize you are being ripped off." They have $30 billion in cash and cash equivalents with basically no debt in their business. They are involved in energy storage, energy generation, and many other facets of what the future will look like. You keep saying it's a meme stock. You're not understanding that a $1.5 trillion dollar company can't be meme'd. The only way for the stock to gain that much traction is if there are institutions supporting the stock. This isn't a $2 billion dollar company that can get meme'd by a horde of retail investors. It's mathematically impossible. Look, you have your POV and that's fine. But you're looking at this company very incorrectly. I've been investing in Tesla for over a decade. Your 'concerns' aren't new and have been rehashed many times. Are there major risks with investing in Tesla, especially at this price? Yes. But there's also huge upside. Just FSD being L4 capable would instantly make Tesla the most valuable company based on sheer data. Optimus would make it magnitudes higher. And whether people want to believe it or not, self-driving and humanoid robots will be the future. That's what people are betting on. That and the fact that the guy who owns this company is also running a space rocket company that has been proven to be one of the most successful companies in human history operating in a field that is one of the most difficult to be successful in. But go ahead and do you if you're still comparing TSLA to Ford, lol.

markhalliday8

No, I bought in early and think AMD is a long term hold. They might not catch Nvidia but the markets growing and therefore they are going to grow.

_stinkytofu_

Do you have a sell point for AMD at all for profit taking? Missed our high and holding strong but wondering if I should take profits and pivot to energy for the data centres? And if so, which?

BranchDiligent8874

NVDA and AMD may be headed for deep pain if that happens. They are the one making money, hand over fist, selling shovels.

rolivetti

Hi voo and chill is probably the right answer but if you want higher risk with possibly higher returns, I would try for something that is still small now and has a good chance of being big. A company like sofi or AMD. I think both of those have a good chance of being much bigger in 20 years then what they are today

BranchDiligent8874

We need to make a new post to discuss this because I am not able to figure out what else can they do to prop up AI investments which are not yielding much revenue growth right now. Nvidia has already sold around 100+ billions worth of it's chips in exchange for equity in companies like Anthropic, Coreweave, OpenAI etc. Same with Oracle, Microsoft, Amazon selling their cloud compute time for equity. AMD and OpenAI did another circular deal involving exchange chips for shares. From what I have seen AI tools are getting better but nowhere the point where they can generate revenue to the tune of 30-40 billion to start with. They need to generate 200-300 billion revenue to justify the expenses. IMO, investors are going to wait another year or so before they will stop supporting this massive spending on AI infrastructure in hope of future revenue which never comes. But yeah, the last play will be US govt getting equity in exchange for investment in AI datacenters. If unemployment keeps going up, we will get lower rates and US govt can then borrow money and invest around 200-300 billion, get matching investment from entities such as Saudi, UAE, etc. and voila we have secured enough funding to keep this show running for another 2-3 years.

rainmakesthedaygood

The people saying that "It's not the time to do that" don't know anything about the market. The next dip might be higher than what the prices are at now. Just remember, higher rallies also means higher crashes on individual stocks. I have a lot of AMD and I would suggest that.

AlGAdams

Tickers in this article: NVDA, AMD

Salt_Yak_3866

generated with Googles Nano Banano Just another example of Googles superiority >Sam Altman admitted Google is a threat He is really saying TPU has proven itself better than GPU why is that a problem ? NVDA and AMD are no longer relevant due to outdated technology Google just took Nvda's largest customernasna result GPU technology is dead . You better dump NVDA and AMD before you can't give it away sell any NEO CLOUD using GPU technology https://finance.yahoo.com/news/google-enlists-meta-cut-nvidia-043107757.html Now look at all the debt tied to GPU orthodoxy The house of cards will fall

wallst_cat

ARM is a steal at this price. Similiar like AMD 6-12 months ago. Few people see this an position right now to make money.

ForgedInTheStars

AMD would need to become 4T company. That sounds crazy, but I will do my DD. Thanks!

No-Envy69

Advance Micro Devices (AMD) might be a good one

Heavy_Discussion3518

Micron has always produced top tier memory and executed well as a company.  As a PC DIY enthusiast they are one of the stalwarts alongside NVIDIA and ASUS when you look beyond Intel and AMD.   I see the rise of MU as very similar to NVIDIA, and the rise isn't going to stop for another year or so.  I wouldn't buy in at a P/E of 40, but they've got a ways to go before they cap out.  I don't think they're going backwards any time soon, and the highest performance semis have a finite shelf life, which means the cyclical nature is not going to hit hard here.   These aren't the parts in your dusty Dell tower in the basement you've had for 10 years.

nonameVeo

I sold 5 shares of TMUS at $245 And 10 shares of Roblox at $51 :( To buy 10 shares of Apple at $173 I sold 20 shares of GameStop at $26 And 20 shares of Scholastic at $16.42 To buy 10 shares of Target at $91 I sold 5 shares of EA at $201 To buy 47 shares of Nintendo at $21(and it’s been hurting badly this month. Not even sure why when their numbers are good, but I suppose RAM fears are hurting it badly along with Japan shit economy) And bought 10 shares of META at $597 Also bought 25 shares of RKLB at $41 Just sold 10 shares of Palantir(had 70 at $8 and 20 at $22 for awhile) very recently at $189 to buy 15 shares of Netflix at $95. May hurt in the short term but Netflix feels quite cheap right now and with their rumors of wanting to buy EA, makes me think they have big plans to become an entertainment hub and not just streaming. Other purchases this year: * 20 shares of Intel at $20.42 * 9 shares of Nike at $72 * 5 shares of Google at $146 * 6 shares of AMD at 83 * 11 shares of Nike at $55

kgangadhar

I sold my $10k AMD at 210 and bought Google and Amazon.

BusyWorkinPete

Things have changed pretty drastically in the computer chip world. Intel used to be king, AMD could never get it together, Nvidia was just graphics cards, ATI was their direct competitor, Apple's chips were built by Motorola and IBM, and TSMC wasn't one of the big players yet.

Just_Year1575

Free money bro. Apple, AMD, Nvidia, TSMC et al

Artifexx

Why is AMD moving right now!?

Illustrious-Coat3532

I sold PYPL to add more TSLA and AMD.

wrongrobertpatrick

AMD is showing signs of life now

BNA-mod

HOOD… of course I bought in 2023 under $10. Might regret it if the prediction market takes off. I trimmed Nvidia because I had 10,000 shares. Trimmed AMD and recently sold INTC. ASTS and TSLA I also took my profits because they’re running way too hot for companies that won’t see good profits in 2026.

anactualspacecadet

Sold 80% of my position in broadcomm at $392 a share. Sold all my BRK at $502. Sold some LLY at $1066. Sold almost all my AMD at $214. Sold micron at $188. And thats it!

TeeVau2021

Sold PYPL - they don’t seem to be going anywhere. And: as a consumer, their product still sucks. Sold PVH - no moat (while i.e. TPR doing real well: pricing power). Hanging on to everything else (very diversified, large portfolio). NVDA, AMD, MU - still a keeper. Underlying trends still going on, strong execution, good financials. Only reason I sell is those companies that have no moat or execution issues. Still debating over ADBE (their financial trend looks good - the lackluster performance this year I think is attributed to AI scare if they are able to hold up. I believe they should be, human creativity can’t be replaced by AI)

TheoryInttro

Well, not the worst AMD day I've had. But still a far cry from Advanced Money Dispenser.

markhalliday8

I cashed out on Google after being up 120+ percent in a year. I cashed out at 335 so I got a bit lucky. I'm keeping my money in AMD, Sofi, and RDDT. I feel they have more room to grow long term. I'm 75 percent stocks, 25 percent cash and I'm just not buying anymore right now. I feel this way, if the market keeps growing, I'm making money and partially missing out and if it crashes I'm buying cheap and making extra long term.

marc5255

ORCL is cheap at 190. It’s was trading around that price organically through the cloud business expansion alone, no AI involved. People seem to be fixated on the huge deal with OpenAI, however even if this startup doesn’t get that big projected success, the data centers can be repurposed to other enterprise customers integrating AI, that’s why they are focusing on inference, same as AMD. The real question is not if the stock will recover but when. Personally I want them to succeed as I think it would be much better to the entire ecosystem not to have another decade completely dominated by Google.