AMD
Advanced Micro Devices Inc
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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?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Tried self investing again this month since 2021…
Day 4 Update: Letting AI manage a Robinhood portfolio
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space regard checking in before launch.
The SpaceX IPO will be the next "housing market since 2020".
Mentions
I don't know if this is what you want to hear but the market is doing a time correction instead of a price correction. After the April-May absurd run up one would expect a big correction. Instead the market decided to do a 6-10 week sideways correction (we are on week 6). Kind of like what AMD is doing. The idea is institutions don't want to sell but they also wanted to let the market breathe and clean itself up. They clearly believe this AI thing is just beggining and there is still a lot to go up. Like I said yesterday, this will be a market where the patient are rewarded more than ever in the history of Wall Street. Hodl and the gains in 2-3 years will be absurd.
Been holding AMD since $25
I remember when AMD was called Advanced Money Destroyer in this sub. Now people are singing a different tune
Google and Amazon already build their own chips. Meta has started to build its own so that it won't completely rely on chips from Nvidia and AMD, which is not entirely a bad thing.
#AYYYY YOU, YEAH YOU 🫵🤬 #DON'T TOUCH MUH GAWD DAMN SEX ROBOT, DON'T TOUCH THE MICRON DRAM, THE SANDISK NAND, OR THE AMD CPU. *and if you're cool I'll let you squeeze her boobies and her butt 😏*
You should have been there when AMD was Advanced Money Destroyer.
Don’t trade Odte options unless you study how whatever stock you’re going to trade on moves day after day. You need to know the news of the day as well, plus any news in whatever the sector stock is in. So much to know before you gamble on Odte. If you’re gonna get in and out in minutes, fine. Don’t bank on if you’re down $3000 in the first 5 minutes of a trade, that you’re gonna get it back if you hold. Theta decay is working really hard against you all day. I traded Odte a few years ago on AMD. I followed it and saw consistently it would shoot up $3-$5 at open then would crash as fast as it went up. I remember one day I made $2000 in about 30 seconds. But you can lose $2000 just as fast and at 0dte you’re probably not gonna get it back. I heard about Paul Pelosi buying deep ITM leaps and I investigated and changed by philosophy. The shortest calls I’ll buy now is maybe a month out. This week, two trades on SOXL, a month out and I’ve made $27,000. I bought after the big drops this week and being all about tech and chip makers, of course it’s gonna bounce back. I’m in again when it dropped today with an 8/14 expire. Tomorrow a Korean chipmaker IPO’s. I’m hoping it lifts all boats. Do your homework. Really avoid 0dte.
Remember AMD? - Advanced Money Destroyer
I have a lot of theories/reasons... 1. and probably likely the biggest is that it's considered a funding short. This had been confirmed by Dan Loeb for one. 2. The market cap is very high, and it should be higher, the markets might not reward it without other players moving higher up into the multi-trillion dollar club. 3. Probably the more obvious one - Nvidia has 3 days per week of options contracts, and at $200 people like to sell calls/puts on it. Nvidia is routinely a top 10 traded daily mover by volume. It is a bit volatile but not crazy like Micron/Intel right now but we're moving a hundred billion per week w/ this stock and so collecting options premiums can be lucrative. 4. Investors got bored and want to chase other emerging players like AMD etc...which should be hit hard against the other narratives when other companies also are coming out w/ their own ASICS. 5. Nvidia was a larger part of a lot of ETFs and it has shrunk in weight to allow other companies to grow in. Check popular ETFs, like VOO, SOXX, SMH etc and if you can find some older sheets, you'll see Nvidia was a bit different. 6. Grouped w/ hyperscalers and the financing concerns. Mag7 and specifically hypers are kinda suffering right now while small/mids are taking off. Def a few theories I have, I know parts are true, but a lot of this trading is happening automatically. Retail cannot move a $5t dollar stock all day.
Holding NVDA calls and AMD puts for tomorrow Praying to Lord Buddha that both of them print
Investing is better anyway. If I’d taken all the money I’ve spent on options and thrown it in META or AMD, I would have made the kind of money I was looking for. In Webull you can open a margin account with no minimum. At $2000 you can sell shortable stocks.
I had 2000 shares of AMD purchased at $1046, 2-3 weeks ago. I played around with crayons and calculated max gain to be around $1055 today.. set limit order sale to $1054 It topped out at $1057 today Eeked out a small gain from a position that was down around -$50,000 yesterday Proud of myself but still depressed
I had 2000 shares of AMD purchased at $1046, 2-3 weeks ago. I played around with crayons and calculated max gain to be around $1055 today.. set limit order sale to $1054 It topped out at $1057 today Eeked out a small gain from a position that was down around -$50,000 yesterday Proud of myself but still depressed
I looked at the market this morning at open and said "damn tsla is still so low? Easy calls.' bought calls. NVDA proceeded to dump hard spooking me, sold calls, switched to puts on AMD, market pumped. Fuck you NVDA.
I don't think patents are that important because you can't really patent Verilog code. It's mostly trade secrets and architecture which these firms will do from scratch because they want to tailor it for their own needs. They probably just need it to work well for their own usecase, which they can't with the generalized solutions from vendors like Nvidia and AMD. Regardless, 6 month is way too aggressive of a target.
Asking here since you know what Verilog is so maybe you're a hardware engineer... I get why Meta would try this since chip margins are so high, but it seems like the barrier to successful in-house chip design has not been money, but rather talent and perhaps more importantly institutional knowledge and patents. Money can bring in talented people, but they don't come with all that other stuff which greatly speeds up the process so a new chip design initiative takes many years to get off the ground. Is that an accurate take? Some example of "we'll make our own instead" I can think of: Intel failing to make cellular chips, and then Apple buying that business and eventually succeeding but it took years longer than predicted. Meta tried to make their own SoC to replace Qualcomm's XR series, but gave up after a few years and partnered with Qualcomm to help fund their efforts instead. Amazon's Graviton technically only took 3 years to get to market, but it was built by newly acquired Annapurna Labs which already had an ARM SoC product line they were working on since 4 years earlier which it likely built on. In the modem space, sidestepping Qualcomm's patents was a huge issue. Wouldn't this also be a problem in the GPU/AI space where Nvidia, AMD, Apple, Intel, even IBM and Samsung each have thousands of patents?
People be shittin on META then when meta reaches 1k$ in stock term price everoyne will say its a good buy Same thing happened with PLTR at $7 Same thing happened with AMD at $120 I've seen it all
everything else up like 6% AMD, why cant intel do the same
I know as soon as I press buy AMD is gonna fucking pop another 2%.
AMD so flat today I’m really tempted to go hard on way OTM puts/calls expiring tomorrow…
How is AMD not getting hammered after that news from META?
I thought nvidia was king why tf is AMD 7% n Nvidia is Satan cocked
The market isnt moving because of new investors, its moving because semi conductors and healthcare dont care about war in iran. Oil was 110, gas prices went up. Oil is 68, gas prices still up. This market is making big ass moves because large amounts of money are cycling from one sector to another on an almost daily basis. The higher the market goes, the bigger the swings will be. 1% on the Nasdaq 3 years ago was about 140 point move. Today its 300 points. Things you do not want to buy are stocks that are up 10x in 6 months. MU, SNDK, SOXL, AMD... these are going to wreck you. What i learned in this new market is you always need buying power. Always have cash to deploy on a black swan event.
Mate you think that's bad, I bought a few hundred shares of AMD back in 2012 and sold like 5 years later when it finally broke even
mostly tech (APPL NVDA AMD JBL FSLR DE) and oil (TRP, FTS, XOM).
WEN has a dividend. Your choices are get out now or wait and be patient if you bought in. I might actually buy in myself once the dump is over. In the future don’t buy a stock after it’s been pumped. If you’re lucky to get in early then congrats….and remember it’s the big boys who always determine price. AMD just jumped 10% today just because the big boys weren’t involved at all, at least until 11:30 eastern
I remember the good ol days when AMD puts were affordable
The pessimism on reddit about netflix makes me rather bullish. Everyone has their set thesis like AMD and GOOG and the whoops, you just missed the 100% run. The podcast, live tv, gaming all seem like avenues they are pushing. All it takes is one good series to lock people in. For all the groaning people make, they all seem to be watching it regardless.
Like the AI buildout cycle is just easier to trade tbh. AAOI, NBIS, CRWV, AMD, etc. These are easier to swing trade rn
The price swing on AMD is insane. Within the last 5 days we have had 3 7% swings in both directions. What a wild sawtooth
AMD worked on me, I got out too early, I only gained 6 percent
I don't know if it will run up the way it was before the Meta announcement/Korean companies' pullback but it's still a significant move to help get the stock back on the upward trajectory it was before the sell offs. Hopefully MU can get back to $1100 at least. Then in turn SanDisk/Nvidia/Western Digital/AMD/Intel will follow
That’s what everyone said about AMD for the past couple years and look where it is now
MSFT = Money Sucking Fuckyo Tendies but remember AMD, aka Advanced Money Destroyer? so yeah
Petition to replace MSFT with AMD on mag7. I know I know, but does MSFT really deserve to still be there?
Pat myself for buying MU and AMD yesterday
crazy how much strength AMD has at $500, always bounces 10%
Sold my AMD calls early, you're welcome everybody for its continuing climb
AMD cured cancer! You love to see it
What’s uhh AMD doing there with that chart? 🧐
NVDA used to prop the index up whilst others fell and guys in here fell for it That stock is done, they’re posting the best numbers ever buts it’s priced in now Buy AMD, the market believes in them enough to pump 150% YTD
**BanBet Won** — /u/Schytzo (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $515.23 → $550.00 | +6.7% | 18h 15m | Won |
NVDA getting out pumped by AMD lol.
Come on, push AMD I don't want a ban
printed on AMD premarket buy. tanks for the memories.
AMD hitting $570 by tomorrow?
$AMD is the Raiders/Colts of the SPY.
$AMD must be a sports team based in Oakland the way it moves for no reason
long AMD premarket. had to buy something (let me in)
AMD calls printing lovely! Only question is how much of a pump will AMD have today? Don’t want to be too greedy of a pig 🐷
Cathie Wood dumping AMD for more SPCX 😂
I still have some AMD in my IRA from before the AI boom that is up about 550% but I never got into MSFT or nvidia.
I rarely ever buy AMD but when i do it always goes up like $15 overnight
AMD bers literally applying at wendys today
>NVDA competes with both AVGO & now especially AMD. Yes that's what I said. They have competition, and the threat to their margins is **competitive** and not cyclical, unlike memory. Both are threatened by demand from the hyperscalers >if HBM is a commodity so are AI accelerators. Are you talking about NPU's? If so then no, not at all. Whether something is a commodity comes down to whether there's a cross-vendor standard that makes competing products interchangeable. Accelerators have none, where as HBM has one (JEDEC). Blackwell, MI, TPU, Tranium etc.. are all very different chips, with completely different architectures, bills of materials, performance, etc... you can't swap one for the other and expect the same functionality. But with HBM, It's a JEDEC part (HBM3E, HBM4) so the pinout, geometry, and electrical interface all specified and exactly the same across manufacturers. The standardisation lets the accelerator designers qualify multiple sources and treat SK Hynix, Samsung, or Micron as interchangeable. This is the key part, they are all the same, so the consumers are indifferent between manufacturers. No company is able to command a premium. >Not all HBM is the same especially with differences in manufacturing & the base logic dies. Whether that makes them a commodity or not still depends on interchangeability. SK, Micron, and Samsung don't design those dies, they just fab them through TSMC. If I am designing the base logic dies, and the end product is going to be identical between manufacturers because they all fab them at the same place, then were's the pricing power? >Also the argument is the same. If AI capex drops, they stop buying as many AI accelerators from NVDA Both are obviously exposed to end consumer demand, that goes without saying. I am saying that with memory, the commoditzed nature of the product means that margins will compress regardless of demand. A collapse in AI capex would obviously crush them quicker and faster, and bring NVDA down as well. My point is that in memory, margins will compress on their own, but not with NVDA, at least not the same degree. You'd need competition in some way, or demand to fall relative to supply but since only NVDA makes the specific, differentiated NVDA accelerators, they can control supply without losing market share.
I remember when AMD was $2. Like 15 years ago. Should have loaded up instead of getting chick fil a
Idk why they don’t just add AMD and Intel and make it great.
The big picture is easy to understand. There are some tremendous companies with enormous earnings growth and clear visibility into order book through the end of 2028: NVIDIA, Broadcom, and Marvel Technology are my favorites followed by Intel, ARM and AMD. That caused momentum money to flood in to the stocks, and more importantly leveraged ETFs that hold these stocks and magnify price movements. Nobel Prize winning behavioral economist taught us that markets always overshoot to the upside and downside. This is producing 5-15% daily swings. I am long NVIDIA, Broadcom and Marvel Technology. I bought the dip in Broadcom the other day and sold 75% of my Marvel at 275% gain. Be steady, but cautious. Buying QQQ may be a better choice if the daily volatility is unsuitable for you.
Im thinking other tech stocks will probably get their turn tomorrow. MU, AMD, GOOGL, etc were pretty choppy today. But we'll see. What's your positions on ur calls?
Lets go AMD dont make me regret buying calls at close
Their debt is by choice (it was also high in 2020-2022, when they were swimming in cash). They are comfortable carrying it. OAI will succeed and pay its RPO. Microsoft, Amazon, Apple, Nvidia, Broadcom, AMD, Walmart, and dozens of other large companies all have deals with OAI—they know OAI will succeed. The winning companies are right about this, not Wall Street's no-skill portfolio managers.
Don’t max margin full port AMD, MU, SNDK 🫶
Why didn't AMD rise like other chip stocks today?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $550.00 (above) | $515.23 | +6.7% | 23h 60m |
AMD in the cuck chair while NVDA gaps up It's been a while
Uhhhh, NVDA competes with both AVGO & now especially AMD. All of them are supply bottlenecked. NVDA doesn’t have the moat it used to. HBM is about as complex as any other product on the planet. The physics changed too much. The only question now is how will supply expand. The answer seems pretty obvious: fairly slowly. I know Deutsche just published their forecast saying there will still be a supply glut all the way out to 2031 (when the forecast ends) and that glut is bigger than it is today. if HBM is a commodity so are AI accelerators. Also, it’s a race to see who gets to HBM5 first. Not all HBM is the same especially with differences in manufacturing & the base logic dies.
idk why people buy AMD with a forward P/E of 70 or so when you can buy NVDA with a forward P/E of 22.
AMD been so close to green for an hour and fighting hard to claim green. Think if any stock deserves green its AMD
NVDA +2.8% is insane Like a +20% day for AMD
>For example I’ve been sitting in AMD for years. haha funny you should say that. AMD was my first buy: AMD 420 shares @ $25.2 in 2018. Still holding.
This might run up to close. If AMD and ARM follow Suit could be back at 750
AMD pumps more than it grows
My dumb ass bought a AMD call Option then realized how I fucked up. Sold it 40mins later for a small gain then watched it tank.
I sold losers because I just realized while yes me selling realizes the loss, it also takes the remaining $700 and puts it to work to makeup that loss. My biggest regret in investing wasn't even a loss. I broke even on Disney, 100 shares, and never moved it for a decade. Meanwhile as AMD (my other big position) kept climbing, I never thought or shifted the funds. I think the wealth of information on Reddit is overwhelming. On one hand you have the gamblers that are day/swing trading. On the other you have the invest only in low-cost index/never sell because taxes etc. I settled on a nice middle ground personally. It's okay to sell, its okay to pay taxes, its okay to have losers if you have winners, and its all just part of it. Obviously I want to minimize fees/tax drag, etc., but inaction at all costs wasn't for me and I'm glad I've moved on from that, but I'm also glad I'm not tinkering every hour too.
##True, unlike other chip manufacturers Intel has not shown any real $$. Infact last ER also it rallied on optimism inspite of sayibg that they are 12-18 mnths behind AMD on latest CPU nodes. ##Intel is riding purely on hope.
INTC to fill $70 gap AMD to fill \~$362 gap
AMD rapes me if a red dildo
this is the typical "SPY almost doesn't care, QQQ is dead" pattern. SPY down 2% from ATH, QQQ 6%. We had this couple times this year. It's usually the signal to get the fuck out while you can. But I am regarded, so I will load up instead. Not now tho, I am not touching this shit. Dead cat bounce sooner or later, Idc, I'd rather wait some more. You are buying AMD at 170PE, INTC doesn't even make a profit and it's worth 600B, you did this to yourself!
Aight AMD below $500. Dip is real. Look out below!
AMD back to its advanced money destroying ways.
AMD or INTC with the market drop today?
Hmm is AMD due for another gap up soon?
When did AMD ever reach 567?
Ya you can check it out on yahoo finance. here's an example page: [https://ca.finance.yahoo.com/quote/AMD/analyst-insights/](https://ca.finance.yahoo.com/quote/AMD/analyst-insights/) . this tells you the updated date, rating PT etc.
Alright bois, AMD going up or down today?
Picked up some celh yesterday too. I’m up big on AMD because of him