AMD
Advanced Micro Devices Inc
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SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
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
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
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$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
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
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?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Mentions
Will market give a shit that MSFT, Meta, OpenAI and Oracle are buying AMD racks now as mentioned in cnbc article? I never said they will buy only AMD.
That's why I can't forgive AMD for cutting funding for ZLUDA. I get that they \*wish\* ROCm had the kind of industry adoption that CUDA has, but be real AMD 😔
Can AMD hit 1 trilly or my CC are safe?
The 5090 and below make up less than 10% of nVidia's revenue. They don't care about AMD's Radeon line or Intel's Arc line. As for Helios, ROCm is just too immature for the enterprise (even after a literal decade). I don't believe for a second that deployments will be significant enough to make a dent in nVidia's market share. I still think AMD is insane for cutting funding for ZLUDA a couple years ago. I imagine the Chinese chips have API parity with CUDA to make it easy to switch (which would be a major cause for concern). If something like that breaks into the US market, nVidia's gonna have a bad time.
The Chinese models are all open-weight, and "self-hostable" (more realistically in a cloud provider of your choice). You can run DeepSeek on Cloudflare, Kimi on Amazon Bedrock, Qwen on Digital Ocean. I \*would\* be concerned with trying to vibe code some mission-critical financial software with a Chinese model, or running sentiment analysis on social media comments about global conflicts. But that's beside the point. The real point I'm stuck on, is that this really just demonstrates that nVidia's not strictly needed anymore. It's crazy that Alibaba was able to develop hardware and ship a models trained on that hardware that is roughly on par with Gemini 3.1 Pro, and not far behind Opus 4.8 All along, I thought it would be AMD who would eventually get their shit together and chip away at nVidia's market share, but ROCm just never reached that level of maturity. Now we have dedicated inference chips coming from dozens of other players (including nVidia's own downstream customers), and they're the real threats. Huawei is cheaper, d-Matrix and Google/Broadcom are massively more efficient. I just don't see nVidia keeping up the growth that's already been priced in.
Counterpoint: Chinese models being good is actually more of a bullish case in the long run. If Chinese models catch up, that will only lead to more money and effort being poured into Western model training. It's questionable how much hardware the Chinese actually use during training. I'd argue that they use their own hardware mostly during post-training and inference. Also, they often simply lie about this, as on paper, they shouldn't have access to as many Nvidia GPUs as their model training would require... Still, I'm sure they will be able to replace Nvidia with their own solutions in the future. The biggest issue right now is that their hardware is subpar: it consumes more power for the same amount of compute. This is okay-ish for them, as they already have huge power production and power lines installed for their manufacturing sector. But in the West, power supply is really starting to become a bottleneck. Furthermore, I doubt the US administration would allow Western labs to use Chinese hardware anyway... So for us, Nvidia, AMD, Intel, and other custom Western-made hardware solutions are the only real options. As far as I know, all custom ASIC/NPU training projects ended up being failures because they slowed down the training process. In this field, even weeks matter. Do you remember the Midjourney image models? They were the best at one point, but then they started working on NPU-based training to cut costs... and basically fell behind in the competition because of it. So yeah, Nvidia GPUs remain king, at least for training. And there are other fast-growing areas where Nvidia could shine, like robotics. As far as I know, Nvidia is way ahead of the competition in that area, too.
Nvidia has enough competition from AMD/Intel/Apple than worrying about Chinese hardware. Nvidia GPU have become so expensive that people have started to buy AMD and Intel Arc GPUs for significantly cheaper. 32gb 5090 RTX costs $3600 while 32gb Amd Radeon ai pro R9700 is available for $1400. People are buying multiple R9700 to run much bigger models than they can run on Nvidia. Intel ARC 32gb are even cheaper but ROCm support is much mature than Intel. Recently AMD also launched rack AI system for its customers like MSFT, Meta, Oracle and Open AI. https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html
Wait and see. The upcoming earnings release calendar comprises GOOGL on 22 July 2026, INTC on 23 July 2026, STX on 28 July 2026, MSFT, META, and SK hynix on 29 July 2026, AMZN and AAPL on 30 July 2026, AMD on 04 August 2026, and WDC and SNDK on 05 August 2026.
Wen AMD crater to nothingness. I see no positioning below 480. And thin between 480/spot.?
I would definitely like to see names like Nvidia, TSMC, Intel, AMD decouple from the crazy DRAM trades at least. The algorithms treat them all the same, when a company like Intel doesn’t make DDR/GDDR/HBM
AMD couldn’t keep $520 piece of garbage
AMD brought Microsoft receipts and the market still said, Cool story, now show me earnings
I believe it has a lot to do with the algorithms. It looks at whole sectors, so what happens to MU, Sandisk, etc... also happens to others in the same sector, e.g. TSMC, ASML, NVDA, AMD, MRVL, STX, & INTC. They weren’t punished for disappointing earnings; they were caught in a broad sector-wide de-risking as hedge funds, traders and even some large asset managers locked in gains and reduced exposure to some of the market’s biggest winners.
550 seems in play in the next two weeks imho. By end of July. 2nf half of July's have been pretty strong the last couple years of you believe in seasonality. Short term news seems pretty bullish for AMD, and there's also a 🌮 opportunity pretty soon it seems like.
Wow, couldn't be more bullish for AMD.
**Cathie Wood’s ARK Invest adds another $57M to SpaceX, sells $39M stake in AMD** **Fucking legend!**
What do we think about AMD? They have an event coming up so....what do you think?
300k in AMD at 508. Sorry guys also fuck you MMs
Am loaded to the tits with AMD puts into August
NVIDIA is KING AMD is Queen MICROSOFT is their eldest SON Alphabet is their younger SON
This explains why Intel has been dropping in the last few weeks, but I think it will be a decade before TSMC has a viable US located factory up and running. Which means Intel and AMD shall continue to rise for the next few years. THat is, if the US-China relations don't get more open to trade...but I'm not counting on that. This trade inequality between the US and China was never meant to last forever
AMD and Intel have heavy consumer exposure. Soaring memory prices are going to make a significant mark on the future earnings for these companies. "They dont care, aiaiaiaiai" Sure, except if AI doesn't pan out they can't soak up that demand elsewhere, which this only applies to optics. The reality is that demand doesn't flow from one into the other. The consumer, who isn't building a new PC because they honestly don't need to (games industry died), isn't buying MI300x or whatever.
AMD gets no love in this chat
My AMD calls are printing should i close or keep end of day expiry
I kept buying AMD and it ducked me
Microsoft doing the opposite of AMD
Why no love for the MSFT + AMD deal?
https://preview.redd.it/z2mv8w9yfeeh1.png?width=464&format=png&auto=webp&s=dc217fc33e451f6e62a53cb5d142c536ba7b51f3 My portfolio has dropped almost 160K since the top now (My entire port is AMD, MU, SKHYNIX) and I have to keep reminding myself that before numbers got stupid 8-10% YOY returns were great. Still was nice when the YTD returns were in the 100%+ Planning to sell AMD on the close the day of earnings if it does it's usual earnings run up
I got AMD, Intel, WDC before the jump in prices and haven't jumped off yet. I love seeing the posts of people getting scared and jumping off after prices drop for a day.
AMD is about to eat a large portion of their lunch.
News: MSFT is buying AMD chips for data centers Result: MSFT down 0.5%, AMD up 3% Microsoft why the fuck are you even doing this at this point?
AMD rises after Microsoft plans to deploy AMD Helios racks on Azure for AI inference
I see AMD is reverting back to its money destroying ways
Almost full ported AMD last Friday, fuck my asssssss
Friendship with AMD ended, now AMC is my new best friend
semis down 10% last week, worst since april, and the dip got bought before most of us woke up. AMD already +5% into their AI event wednesday. bear market bounces are the violent ones, don’t confuse them with a bottom
My AMD and NBIS position put hedges are not hedging, they are hurting.
Aren't you the guy that told me AMD puts were free money? Very glad I did not listen to you btw
AMD, Google news IBM earnings leaked but no confirmation
Why is everyone wtfing at AMD. It was way down and they have their big conference and Epyc release this week
Breaking News: AMD releases its first rack (only several years behind) - this must be a buy signal 🤡
AMD was scalping heaven a year ago.
AMD 🥹🥹🥹🥹🥹🥹😎😎😎😎😎😎😎🥰🥰🥰🥰🥰😘😘😘😘😘😍😍😍😍😍😆😆😆😆😁😁😁😁😙😙😙😙🤩🤩🤩🤩🤩🤗🤗🤗🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑
Just memory and AMD are gonna pump while everything else just goes red at open
Bought 20 AMD last Friday, am I screwed?
I'm holding, but I'm not treating AMD like a buy and forget position. These AI names can move hard even when the longer term story has not changed. The thing I watch is whether expectations are moving. A pullback after a big run is normal, but if earnings estimates and forward guidance start getting revised lower, that is a different situation. I use moomoo too. Have you checked out EarningsHub? I've found it useful for comparing estimates with actual results and tracking analyst revisions. That helps me tell whether the market is reacting to a real change or just volatility.
been wanting to ditch dram and go deeper on TSM, MU or AMD
comparing AMD to the most for sighted nation on earth is certainly a choice jiang zemin president of china 1989 to 2002 spent his whole life till death in 2024 considering usa would block chips and now they aren't much behind,bcz they can just have insane quantity
AMD you're tough.（I wish I had bought it.）
I know it's hard for some of us, but if we activate this thing in our heads called the brain, where do you think AMD will fall tomorrow?
hodl AMD, watch the world burn
Show the graph 2019 when sanctions started, it would be 0%. USA effectively tried to kneecap a country that graduates the most STEM/AI Engineers in the world and expect them to fold. USA should have kept their ace card up their sleaves and allowed China to be addicted to Nvidia/AMD GPUs, instead they gave away their biggest leverage and now made China a superpower in their own right.
dream on. Training from SCRATCH on huawei means slow and maybe even more costly . That’s the reason why china can only distill models and not start from scratch The best chips from US are more efficient per dollar. So who will buy cheaper and inefficient hardware from china? Nvda has a vast CUDA software ecosystem and highly optimized libraries , simulation software etc…. a strong moat that even AMD cannot break
I remember AMD being very undervalued early on in Lisa's reign due to some GAAP shenanigans. That was the perfect time to buy. Google is a very different beast though.
lol they are so far behind… Read up how CXMT can start to manufacture dram without poaching talents or buying patents from bankrupted companies even AMD cannot catch up with Nvidia, you think Huawei can catch up
I sold Google at $162 I sold META at $92 and bought back at $588 I sold NBIS at $36 I sold AVGO at $246 and bought back at $455 I sold AMD at $130 i'm something of a fucking idiot myself https://preview.redd.it/xhr5sak0b8eh1.png?width=647&format=png&auto=webp&s=e3592d02dafb00c025a68793c51020e692ba52de
AMD spiked to $200 in Feb. 2024 then retreated slowly back to $80 (April 2025). It didn’t get back to $200 until Feb. this year. To be fair you didn’t do anything wrong. I sold some at that time too. Remember this is the Advanced Money Destroyer.
Unless it's AMD You did say meme stocks so not sure that already counted
Why AMD and MU specifically and not the entire AI ecosystem
You have no idea what you're talking about. The market is rotating, not selling everything off. Why would you even group ORCL with AMD? Or ORCL with SPCX
GOOG reports heavy capex, dumps, MU and AMD goes to the moon, mark my words.
The stocks you listed probably have a combined $2T in market cap. Even if there is $2T in capex for AI over the next couple of years, with the lions share going to NVDA and AMD, how can you possibly call $2T in market cap for these stocks to be sound fundamentals?
Oh ok so you're telling me my sex robot has an AMD CPU, Micron DRAM, and SanDisk NAND? And all of these stocks have gone down in July because? ... 🤌
RKLB, NVDA and AMD gave me great returns. Even with a -55% correction from the top I'm still making money on RKLB an was able to add a little more. If anything the only lesson to be learned in the past years is that it's better to be on the market than to try to time it (these same companies looked overvalued 2 years ago as well).
So funny 2 weeks ago people were saying MU to $2000, AMD to $1000
I came to post this. I literally told myself I'd let it run. I didn't realize I already was. On the flip side i was into AMD at $80 and sold at $250. I can't cry too much, but I can cry a little.
That's exactly what I'm saying though. If a massive semiconductor company like AMD has been trying for years to get close to NVIDIA's success and failing, I don't see some dark horse showing up out of the blue to disrupt their business.
AMD has been trying to knock off even their lower end GPUs for years, and despite being up to 50% less, they haven't even had a sniff of NVIDIA's success in the market. The problem isn't that Nvidia's stuff is too expensive, its that its too good with zero competition in the middle range and up. Let alone all of the stuff they're doing with AI. They literally have no recognizable competition in relation to what they offer.
AMD is going to fill the $200 gap to complete the Mt Everest formation 😦👍
TSMC is packaging. They are doing it for NVDA, AMD, INTEL, Google, Broadcom, Amazon, Meta, Apple, marvell, and mediatek. If you're using an Ai chip in the world today, most likely TSMC packaged it.
The hard truth is that the next MU or next NVDA at $15, AMD at $60, Intel at $29 could not even be listed on the stock market. Could not even happen for another 15 years. That company could be one that’s gonna drop another 70% before running up. It’s tough
At Sex Robot Inc., we'll allow you to choose if you want a: AMD CPU 🔴🫲 😑 🫱🔵 Intel CPU for your sex robot. Both are great in terms of performance, it's just more of a matter for your preference, sir 🤵♂️
Nvidia might have the best GPUs, but AMD has the best CPUs CPUs are more important because it's responsible for AI agents to handle tool calls, code execution, orchestration, and KV-cache management I own both, but AMD is the better stock to own for higher returns.
In the past yes - and it worked out well. I bough AMD 20+ years ago at $20, then it fell to as low as $2 or $3 and sat low for a very long time (a slow decade). I almost dumped it along with the NVIDIA that I bought back then for about $20 and sold for what I felt was great profits - $40 - to buy a new home (boy was that a mistake - I'd be very wealthy and retired today had I not sold NVDA). But today I'm smiling because AMD is paying for my kid to go to college and a nice new used car as a highschool graduation gift. There are 2 cases that show you don't know how things will play out long term but long term = decades and not years. I have at least 2 more cases when I fully existed a stock and it was a big mistake. One was taking too much profits and getting hammered by taxes (sell out because you think the markets will crash and you want to take all your profits). Next - fully exiting a position of an established decent company becuase you are pissed a stock lost half its value so you want to cut and run because seeing red on your statement hurts. I have been burned by both so if you must sell or exit my advice is to do so in moderation over time, never all out at once, not more than 50% (even that is excessive).
I think it's because this place is filled with a lot of amateurs chasing recommendations and momentum gains or losses rather than anything else. A couple years ago this place with ripe with good picks, RKLB, NBIS, NVDA, AMD, etc. Now it's pumping things up 100% and getting people in trouble.
Apple is 40% overvalued imo. I'd assume their consumer product market is saturated and won't grow from here. For this segment you'd assume a p/e ratio of maybe 18x max. Okay but now the market believes that apple will manage to sell a lot of ai hardware in the future... Which is silly of course. If you want to run open source ai models on your own hardware, you'd just buy AMD GPUs or Nvidia dgx spark, instead of buying whatever super pricey hardware apple will sell. People who run their own models aren't stupid. Unfortunately I can't short apple with confidence, because the market can stay irrational longer than I can stay solvent :)
I think time will tell if Micron has escaped the cyclical phase. A few important things to note are: 1. DDR5 prices has increased by 15% since Micron’s last earnings, so they will probably smash earnings. 2. All the robotics/autonomous vehicles that will start mass production is underway, which is a new segment - The scale of which we can’t predict yet 3. If Micron’s business is cyclical, and we are in a super cycle that has peaked, then by default, NVDA, AVGO, INTC, AMD are all cyclical too. The Semis has experienced a huge demand boom all from AI, away from their traditional business, and would drop to their pre-AI hyperscaling levels 4. Micron’s windfall cumulatively will be hundreds of billions, extending to 2030 at least. They could diverse so easily if they chose, for example becoming a holding company and spending all that free cash on buying out companies, a play book we are experiencing with NVDA at the moment. 5. NVDAs new generation products, which require a huge amount of HMB4/DDR5 is sold out through 2027, indicating agentic AI is still rising not falling We shall see if the market is pricing MU wrong, but if they aren’t and it’s cyclical, I think NVDA will take a 30-40% hit, and AMD 50-60% hit to stock price
Sentiment. Last year it was Oracle, then it was memory and CPO, then AMD, now it’s Apple’s turn. Apple is a much better company than the aforementioned though
That logic applies to chips too. But I don't see AMD blowing up.
I'm just glad I bought AMD 2.5 years ago and didn't sell shit, 550 here we come 🤌
Last week Cathie Wood bought 200k shares of SPCX. At the beginning of this week she bought 160k more. Today she sold some AMD to buy 150k more. In other words, the bottom is not in lmao
AMD, Weed, EVs, sounds like you should be a zillionair. Why are you asking reddit for recs?
Really matters on the stock. We may see nvda and AMD in full pop mode by then, but something like Oracle may be full reversal
Yah, I agree with what you said. I bought into MRVL when it had a correction, but it’s still kept correcting. I’m just waiting on the sidelines now. My main concern was having some exposure in my portfolio. I don’t know how long this pull back will be or we go flat for awhile. However, it’s reasonable to have some exposure if you can get in at a reasonable price point of DCA. I bought AMD and MU in April 2025 when the tariffs came. I was so confident in the future that I put a good amount into both. When AMD doubled in October just from the random ChatGPT announcements, I sold most of my AMD. I said, “This is ridiculous. There’s no valuation behind this, it’s all speculation.” I kept MU for a while but sold around the $500 mark. I bought it at something like $40 or $80, I honestly can’t remember. I got lucky and absolutely bought near the bottom, but it wasn’t a huge position. It was never life changing money. I don’t own any MU or AMD anymore, but I still own Qualcomm. I bought it almost 5 or 6 years ago because of the Internet of Things and 5G. My thinking was that they were going to help bridge the gap between the tech world and the physical world. And when you look at Qualcomm from an evaluation standpoint they are significant cheaper to their peers. All this to say, you can’t always win, and you can’t time the market. In hindsight, even AMD is now double what I sold it for, and I had already doubled my money. I truly think the long-term outlook is still strong, which is why I’m trying to keep at least some exposure to the semiconductor and AI space.
Nvidia stock hasnt made a significant move since last year. Kinda got to 230s but really just stuck in a box. My AMD meanwhile went to the moon in the same timespan
i like DRAM / RAM more than SOXL. AMD and all that shit isnt underpriced. memory might be.
I follow him. Personally, I find him annoying sometimes. The mouth noises he makes are completely unnecessary. His videos are too long and he posts click bait titles and the video isn't organized well. He spends a lot of time lecturing or aura farming. Dude has millions but literally the worst barber in Nevada. He should cut out the trap and just focus on his picks and not abandon the ones that aren't doing well. Sell them, yes, but as long as he is holding he should say why. Sometimes he gives very alarming video titles and it turns out to be something else. Majes it harder to trust him. I like the insight he has and while sometimes he talks about his personal experience with a product or company he does back it up with numbers and projections. I have bought several of his recommended stocks. Celsius, ELF, AMD, FUBO, PLNH, HNST, SOFI, and CAKE. I have about broken even. FUBO and PLNH have lost a lot. He recommended PLNH at over 7$ and now it is about 13 cents. I have a lot of shares because I have averaged down. Same with FUBO. I am happy with CAKE and AMD. HNST and SOFI have been up and down. He doesnt believe in technical analysis, but i have saved myself some grief by waiting for better entry points. I bought ELF at around 100 and started being more careful. Averaged down at 52 and am up on it now. Jeremy is happy to invest in a falling stock because he is certain all his picks will rise. He pours his YouTube money into his portfolio so that may mask some losses. I don't know if he still owns PLNH anymore. He doesn't talk about it. He recently dumped all his PayPal. I never bought it. I just wasn't convinced. I am also not convinced Nike will recover and I can think of better places to put that money. Of all the stocks I have I still think they will do well eventually with the exception of PLNH.
Maybe likely to follow lead of INTC and AMD and other old worlders who soared
I've learned that I'm only good at trading SPX and AMD Gotta stick to what works