Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
AMD, NVDA, AMAT, GOOG, MSFT, MRVL, ORCL. I wouldn't do anything until Q1 is over, I suspect more bloodshed is on the horizon. Rather buy on a 5-10% upswing and see something positive. Lately, even blowout quarterly earnings are having no effect on stock prices. So many good companies that had excellent earnings still saw their share price drop 10% or more.
the $90p on AMD is full regarded. 😭
This level of loss porn reminded me of when people were regarding out on 2016 - 2018 AMD, SNAP and Weed stock.
I’m 70K deep in AMD 1/21/28 $300 calls
Nothing big just bought the dip on GOOGL and AMD
With NVDIA and AMD all but exiting the gaming market in favor of AI, they could potentially position themselves for a lot of growth in a relatively short amount of time.
AMD is the most godforsaken stock istg
#I'm a simple man, I see AMD dip and I buy AMD. LMAO🤌
I hope AMD bounces back for my 3/6 calls😭😭
All started with AMD data release then the new Fed. Seems like not every company works better with AI.
How we feeling about AMD? This stock seems to be causing me some problems
SaaS can’t be dead while simultaneously being bearish AMD/NVIDIA. Good job wallstreet🫵😂
How many times will AMD go red to green today?
AMD wants to be green, you stupid algorithms! Let AMD fly free!
*checks phone at open* Up $800, trending up... *5 minutes later, sees notification "Your AMD calls are up 40%* Might as well offload some calls... Wait what the hell its down 20%
I am missing out on all the fun holding onto AMD
If we can have a reversal on the losses AMD suffered from last week that'd be great...
**Fabs are the bottleneck** Whichever customer has highest margins (NVDA, AMD) will claim the top priority in manufacturing, leaving consumer grade stuff like Qualcomm waiting in line. That's why Intel foundries are so crucial, and now Global Foundries (GFS) is catching attention too.
AMD nosedived, how was it good? Did you have put options on them?
AMD, META, GLD, and MU have been good to me this year
For ER, I got AMD puts, GOOG puts, AMZN puts. Sold everything at open and made profit. Last friday, I wanted to buy NVDA calls and chill. I was so hungover, I woke up and bought SNDK calls instead. Lost everything 🥰
idk my thesis is why would nbis go up if AMD and GOOG went down even after good earnings?
How do you people find these obscure stock picks? I am stuck with MSFT and AMD cause thats all I know. Do you just use a screener and look for shit you never heard of before and then sort by eps?
Thats from his total cost basis of all the orders. He's likely up way more than 12%. Ex I have 100K cash. I buy AMD and sell it 10x over the month of January and I went up 100%. It'd count as 1M vs 900K (random number) so it'd show there as only up 11%
I made $1.33 on AMD so I’m going to hold and hope for another blockbuster day like that.
when MSFT, AMZN, ORCL and AMD are at 20 PE forward, why would anyone evem think about small caps?
The things I would do for AMD to pump 🤓
Reddit stock reminds me of AMD (advanced money destroyer) from 2024
Is it too much to ask for the AMD price before their earnings hit ?
AMD is an easy 10 year hold and maybe crypto
Semis are up big today. Only AVGO -1% and AMD -0.5% are slightly down.
AMD with one of the biggest come back stories 💪
V back to green I guess, oh well buying AMD again
WTF AMD i look away for an hour
AMD shedding 3% in the last 30 minutes and still nosediving
I feel like it's always a bad idea to buy beaten up stocks/ catching a falling knife, you don't know if these stocks have hit the bottom yet, it could keep going down for no reason (momentum). I remember buying AMD at 130 around December 2024, and it just kept going down for no reason, but once it bottomed out in April (liberation day), it bounces back to 200 very quickly.
Lyft is the AMD to Uber‘s Nvidia
If AMD gap fills to 155-160 then you’re retarded if you don’t full port leaps. That’s the most free play you could get literally all year, all this CAPEX from the mega caps are going straight into semiconductor pockets. They’re the winners in the end.
Tell me that AMDs chart doesn’t look just like MSFT with the big double top. AMD gap fill coming soon
Maybe but things are changing fast, if Nvidia or AMD can release their graphics cards that has 1000 times compute power to come out with unique better models than ASIC might not be as investable, as they are specifically only good for one model at a time, hence effecient. Also Google has said they are not replacing nvd GPUs in entireity just like 10% or so.
AMD. Not so speculative anymore perhaps though. Those of us who have been riding long-term are anticipating very beautiful things around Q3 reports this year.
Thetagang unite, AMD has been making me so much money these last couple of years just selling puts on red days and CCs on Green Days at EOD 😂
The most obvious play is AMD btw, they smashed earnings but just didn’t provide strong guidance cause who tf cares when they can just ride off NVDA and ORCL Price was 230 before earnings run up
The big funds are rotating money out of tech into some shit stocks. The intrinsic value of Sandisk is $2000 a share, and Micron $1500. Every good stock goes through down periods. AMD fell from 212 to $75 a share in 2025. Now it's $200+ again Nvidia has fallen 60-70% at times. It is the most valuable company in the world. In the short term, the stonk market is gay. After a few months, you'll be glad you held.
What is meant by over ordering is when end use customers (nvidia & AMD for use in their AI platforms, PC manufacturers Dell, HP, Lenovo, phones like Samsung and Apple, consoles) place orders at multiple suppliers for their future needs, totaling 200% demand. Due to allocations they expect to only get 50% from each, but that totals 100%. Now apply that across everyone that is panicking about securing future supply, and the suppliers think their demand is growing at 100% each year. At some point things catch up and the end customers get 150% of their demand signal, so they cancel 50% of their orders. Thats when things go in the shitter. And by this time the suppliers have started building their next 3 fabs at $30B per pop. That’s the memory and NAND cycle over the last 30 years. The last 7-8 have been pretty good since it’s a 3 horse race for memory, but all bets are off when the Chinese fabs catch up. The big crash happens when the institutional players get signals that customers are starting to refuse their allocations. They will get this notice weeks if not months before retail. If you’re in the industry you also get advance notice. Retail will be the last to find out, by then it’s too late. If you are retail it’s better to sell a little early rather than wait around too long. Stocks that 3x in 6 months also have the capability of going down by 75% in 6 weeks. Good luck!
The big funds are rotating money out of tech into some shit stocks. The intrinsic value of Sandisk is $2000 a share. Every good stock goes through down periods. AMD fell from 212 to $75 a share in 2025. Now it's $200+ again Nvidia has fallen 60-70% at times. It is the most valuable company in the world. In the short term, the stonk market is gay. After a few months, you'll be glad you held.
NVDIA AMD BA TSLA RKLB etc
Could Nvidia beat big and still sell off, basically a repeat of the AMD earnings move?
MU And AMD better do something tomorrow, or I’m gonna do a warren buffet https://preview.redd.it/9aa2mm56wqig1.jpeg?width=1290&format=pjpg&auto=webp&s=c66bcd8bec79c21a956f898b63ed1935b4c87068
Hood is the new AMD. Many years of flat heading our way
When Citadel broke the law and shutdown trading in GME, AMD, and a host of other stocks to cover their hedge and manipulate the market during the day. Fidelity still had access. (From what I understand).
I used to laugh at AMD suckers, and now, here I am, an INTC sucker.
Google and AMD had the same problem early 2025, it often does correct itself in the end. Unfortunately PYPL has no moat or catalyst at all.
Maybe Thursday open ? I’m hoping bullish After earnings but I don’t know anymore . AMD tanked despite beating earnings , Spotify today jumped and DDOG got a nice pump as well
I bought the AMD,CRWD,CRDO and msft dips all biggly green
AMD just playing games at this point
Why is AMD not doing anything you pos
Can't belive people are still bearish, there so much fear last Thursday, which was my signal to buy AMD, and MSFT. Still adding here to RDDT, NVDA, and AMZN. Let the market fly
https://preview.redd.it/cy9llmwknoig1.jpeg?width=1179&format=pjpg&auto=webp&s=04842ce9aac43b46c13df64261d3bba5973452db Positions. At least I made money off Chipotle (+33%) then I just moved it to AMD
RIOT is the next IREN. Load up. AMD contract was just the first more to come...
2026 is going to be volatile and largely sideways with anything we talked about in 2025. Infrastructure, power engineering, and electrification are likely the durable winners this year. Even semis are going to be volatile as Nvidia is already at a premium, nonetheless Broadcom and AMD.
When will AMD reach 25p again, I need exit liquidity
They’ll probably be fine, and sell HBM4 to AMD in the meantime but it’s a blow to sentiment imo
This feels like when people said NVDA/AMD and semis would go back to cyclical demand. This is the new normal. Data centers will exist and consumers facing things like phones, computers, etc will continue to have memory in it.
Some how I derped my way into a win win situation. Had some AMD shares I wanted to get rid of. Instead of selling them like a normal them, I bought enough shares to have a block of 100 and sold a CC on them. Kind of out of the money, but still an annualized 20% of the value of the shares. Now AMD is shrek'ing. If I get assigned, I made a nice profit. If I don't get assigned, I can sell another CC for more premium. Somtimes its better to be lucky than good.
I like Amazon a lot because you get solid growth and massive margin expansion potential over the next 5 to 10 years. Love the business of Google but not so sure on the valuation. Microsoft is great but ChatGPT worries me, if you think it can survive the Gemini competition then it is a no brainer. Nvidia and AMD are too risky for me because I just don’t know how CapEx will be like a few years time - will they have more cyclicality in revenues again? Meta is a great business and the price is fair.
I hit 100k in december. Hasnt held true for me but its just been a rough month. I’ll let you know when i get there but so far getting from 60 to 100 was alot easier than its been getting to 130. I got lucky with MU and AMD though so thats an outlier that I dont expect to replicate ever again.
In a word: cost. No chip design company (e.g. Nvidia, AMD) actually needs to the entire capacity of what a fab can produce - that's why AMD sold its fabs. Fabs have to run all the time from the moment they come online until they're due a refresh. The equipment doesn't last so every day it's not in use it loses money (estimate is $10,000 per day per machine) Companies that do have fabs (TSMC) aren't going to built out expensive infrastructure if they don't have guaranteed demand especially when new semiconductor products are being released every 12-24 months and their customers being terrible at forecasting actual demand. Important to add that chip design is not limited to just to companies like Nvidia and AMD anymore. Automotive, Defence, Space and IoT (smart industrial equipment) are all developing custom chips. Everyone is designing custom chips for custom software stacks for their products. The lead time to get everything you need for building semiconductors is years. Its so specialised that there's 1 or 2 companies for each piece of equipment you need. New player or current needs billions in capital and dozens (maybe 100s) of customers back orders.
Can anyone explain AMD?
To be fair the whole "RISC is better than CISC for efficiency" claim just refuses to die, and if anything it became stronger after Apple's M series came into the picture and people started asking why Intel and AMD couldn't make the same gains. "It's ARM, dummy" was the answer that was everywhere.
GPUs are leading the AI explosion. Even if the compute shifts from GPU to CPU in the future, first 2 companies comes to mind are AMD and Intel. They are a legal duopoly holding the patents of x86 and 64-bit and they won't let any other competitor use their architectural licenses. They won't switch to ARM and pay royalty instead of using their architecture as well. ARM's best bet is ASICs. Most ASICs only need the ARM for their host CPU which is a smaller part of the overall ASIC design for modern ASICs used in AI computation
Made 4% just off AMD, pretty exciting imo
China invading Taiwan or jensen strong arming will derail AMD I think.
Shit I just bought calls for AMD and AMZN
AMD smashed earnings but provided weak guidance, doesn’t matter because they shouldn’t had dump this much below pre earnings run up AMD was $230 before the earnings run up and that’s my target
Each one has his own perception I assume u r a bear but the other point is valid : last week reversal was more brutal , AMD was down 16% in one day on good earnings !Metals for the first in history down 30% and many other growth names .
Just full port SOXL instead of NVDA / AMD / AVGO or other shits
Did you randomly buy AMD with gut feeling stock being down for too long?
Sold all profitable AMD positions Bought VIX Sharks in the water
Lower the ratio, generally more bullish in the market. It’s rigged so I bet there will be more corrections in the next month. There are two rations to consider - put/call volume (amount of trades), put/call OI (total money). Check out AMD for example. The P/C volume is at .43, while P/C OI is 1.08. You can read this every which way, I read this as institutional money is shorting AMD, and retail investors are heavily long. Let’s look back in a month and see which way to company goes, I am betting short with the insiders.
Market knows that Charles Liang was cooking the books for last earnings. I think SMCI had 2 different earnings data they could have released, and after they saw how AMD shit the bed he knew he had to pull out the cooked numbers. Market is calling his bluff now; margins are probably half of what he said they are.
Low key want my AMD CC to get assigned. But if it doesn't, I'll keep selling CCs.... So am I in a win win scenario? It's not a matter to making gains at this point, but a matter of maximizing them.
I'm going to need you guys to pump AMD to ath by eod. Thanks
Holy shit I almost threw up holding my AMD calls at open but we’re up now thank god
MU seems overblown. They're still sold out for the year and are ramping production. Don't they sell to AMD and Google anyway?
I would like to see a pull back in NVDA after Friday's rise. Test the recent high. If it does that, I'll reenter for the upcoming IV ramp into earnings. People can be as pissed at that stock as they want, but if everyone's capex is going up, that means they're going to be buying NVDA chips (even if they also buy TSM or BABA or MU or AMD or whomever). RSI is still low. Plenty of upside into earnings.
Totally agree and it’s not like we’re going to get more affordable options from Nvidia or AMD anytime soon. Infuriating that one of the highest value entertainment forms (PC gaming) is becoming a luxury product that most can’t afford
I bought NVDA and AMD, they both did well...so far