AMD
Advanced Micro Devices Inc
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four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
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
Mentions
That was the hedge funds doing what needed to be done in order to separate Assburger from his hedgefund book. Mission accomplished last week. AMD, Micron, Sandisk will now retrace back towards their ATH. Also note: the sasspocalypse is cancelled. You may resume buying Palantir, Now and Adobe.
Every time I see this toilet paper avatar pop up, I end up questioning my entire thesis. I was 100% convinced AMD was dropping post earnings, but reading your breakdowns is actually making me second guess myself.
Would eat much better with AMD! Just saying.✌️
Is MU 1000 by end of week too much to ask? AMD is going to have a great earnings, so will WDC and SNDK. But what's going to drive people back is mag 7 trade seems too crowded. The same shit that was happening to semi in June. Rotation may start tonight. Come on.
AMD and RIOT calls 🤞🏽🤞🏽🤞🏽
Interestingly rampant MU, AMD and SNDK all reporting, the markets gonna get so hard fer it, They'll be pogoing to tha moon, on their engorged bonkers!!
Saw SOXL was sucking ass this morning (MU is largest part of it), said fuck that shit and immediately all in’d SNDK and AMD. God is good.
**BanBet Lost** — /u/hftrobo9285 (5W - 2L, 71%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $479.74 → $520.00 | +8.4% | 3d | Lost |
AMD tomorrow into SNDK weds
Same. I know you're holding tqqq which did really well today. I'm hold SPXL, which is 3x lev SPY, just in case this market wants to keep rotating. But I'm with you. I think this mornings failed attempt at a,selloff should attract large orders. I'm actually thinking about straight buying AMD. That chart looks really good
AMD consistently moves violently in one direction or another.
It also made a higher low. Last week it hit \~90 and bounced hard to \~130. It corrected back to \~100 this morning and was immedialtey bought back up. It's \~120 now. We have some interesting ER's this week that will have a massive effect on it (AMD & SNDK). After seeing the hyperscalers increasing their capex + reach profitability... I'm optimistic. If those are good and we start trending up - it means a reversal is confirmed / fantastic time to go long. I'm already long tho - my average on SOXL (in USD) is \~110.
Semis get a rocket AH tomorrow on AMD's ER's. AI capex increasing coming out of the hyperscalers are showing the business model is viable AND growing. The overleveraged guys all got wiped out (ie: SOXL had a 70%+ drawdown last month). The semi crash we saw last month was a leverage unwind. That's done now tho... and once the leveraged guys are shaken - its a fantastic time to go long again (on leverage :D). Goodluck 2 all in the casino.
It can - yes. As I was saying the other day tho - to manage risks I only buy triple leveraged funds in bear markets on sectors I am bullish on. It reduces the chances of encountering what you did. You need to be incredibly careful when leverage is involved - as if everyone leverages you get a violent unwinding. Funds realize this is a thing too, and do bear raids / short the fuck out of funds that are overleveraged when they realize they can margin call people. We saw this happen last month - which yes - lead to the 10-15% daily drop as people derisked. It's important to understand that price and fundamentals are disjointed. Fundamentals can be solid, but if you're leveraged you need to consider additional risks such as what I outlined above. It's a very well known risk when leverage is involved - so the way to mitigate that is to use leverage only in bear markets. To reduce the upside risk / unwind risk - you should also take profits during a bull market (not reactionary to a drop). I highly suspect we will see some hard up this week on AMD & SNDK's earnings. We are seeing some fantastic numbers coming out of the hyperscalers and the story hasn't changed there. Which is what I was arguing (and you even confirmed) - the fundamentals are still solid. The problem was price action, as market doesn't reflect fundamentals. They are different games, and if you want to use leverage you need to understand the price action game that funds play against each other. Context: I design low latency arbitrage systems, I see this type of shit all the time.
AMD, Sandisk, and job report on Friday. SPY will make a new ATH
why AMD up after hours and AMZN down after hours? these are the biggest companies on earth ???
As you must know already distillation isn’t stealing. it’s used to train US models as well. And it’s understandable they do it more than the US since they have limited access to cutting edge ML accelerator chips and HBMs, their domestic chip fab capabilities can’t make chips of the same level as Nvidia AMD Groq etc or HBM like Hynix Micron etc
Tomo AMD & spaceX earnings
AMD 600 by eow. Book it+
AMD gonna send memory and semis back to ATH. We ride at dawn (ok fine in the evening)
AMD and SNDK will be a one two punch. Of both do well you may be onto something. If there’s a hiccup it’d be good to have some puts on hand
AMD i agree but why sndk
Who bought the dip on semis today? That was your last chance to buy them cheap. AMD & SNDK crush ER's and we continue the upwards march
AMD gonna be AMM ( Advanced money maker) tomorrow when it smokes earnings and sends calls to the moon.
AMD please save me AMD
So should I buy leveraged AMD etfs, ride that earnings report up, then buy leveraged SNDK etfs the next day and ride that one up? Is that the move? How the actual fuck do I balance the two?
AMD due for a big rally. Big ups 🍆
Just need AMD to go up 10% no biggie
Think it may be worthwhile to wait until after AMD reports to pick up some AAPL calls
AMD, ***maybe***. SpaceX, no thanks
AMD and SpaceX beckon. You can still make a big move. What will you do?
I would agree with this if AMD and SNDK weren’t about to report earnings.
AMD cpu do tend to run very hot like an oven. I remember i cooked an egg on top of a AMD Athlon 64
AMD and SNDK are going to cook
PUTS on spacex, calls on AMD.
AMD calls, HUT and RIOT calls 🤞🏽🤞🏽🤞🏽
AMD was talked about in Deuteronomy so the Protestants shorted. Rip Protestants, my green peenar will be large tmrw
AMD better announce they have invented quantum sentient AGI tomorrow to beat this PLTR pump
What we thinking with AMD earnings, im going with calls cos I think its undervalued and should be at PE of 350
Yup, I wouldn't call it safe. But with AMD and SNDK earnings this week, these semi stocks are moving big in one direction or another.
AMD is about to announce they made 9 gorillion dollars and are partnering with Jesus Christ himself tomorrow.
At the moment those should be good (pltr strengthens that there is profit to be made from AI spending, but earnings tomorrow for AMD. But based on previous earnings from Intel and arm, they should be good.. but you never know..
MU did the same thing. Wondering if both are waiting for AMD and SNDK earnings to either blast or tank :/
I know that AMD dumps every single earnings. I know this I am still going to convince myself to retardedly hold 200k+ worth of shares. I'm still going to regret it Wednesday on the open.
Anyone else pick up AMD calls for tomorrow?
AMD Earnings tomorrow Stock going up because they have the best CPUs in the biz and every sex robot/AI girlfriend needs at least **one** CPU
Cmon AMD, dont let me down
holding SOXL today through AMD and ALAB earnings tomorrow is, like, crazy right? like cuckoo bananas?
I mean you're going to just think its cause I'm a TLRY hater again but i just really don't think TLRY is moving up on its own merit. IMO it really is just benefiting from timing with the broader market. It flushed down to lows, then the next day and continuing the broad market is ripping. MSOs just do not participate in that market action whatsoever, GTI has 150,000 shares moved today 30 mins til close.... I mean sucks you missed out on another few percent gains... but look at MSFT, MU, AMD, RKLB, META, even SPCX as you said... they're all up huge percent gains. I just don't see the benefit of trading TLRY vs companies that are actually good (literal cornerstones of the market), memes, or more volatile if swing trading a few percent is your trading goal. Obviously you have a slight "edge" in how emotionally attached you are to TLRY since you know and follow every bit of news about it... I just don't see that TLRY is trading as is because investors were all of a sudden like "you know what, those earnings were actually good after all" and instead is just participating through proxy/name recognition in algos and may just stabilize instead of continuing to dig new lows. As far as CGC is concerned... it just does not have the same name recognition as TLRY and has not yet "refreshed" itself in the news cycle since it hasn't done earnings yet.
AMD seems like a no brainer.
No Point cause I bought a stock that gives no return like AMD 😵💫
AMD probably dump after earnings since it's almost ATH. SANDISK and WDC probably pump since they're both far from ATH
is the current valuation on AMD reasonable tho, shit has been pumped up like a BBL. been considering starting a position on AMD
AMD and SNDK gonna both beat and it'll be straight up for semis again. AI recession cancelled guys
Man's geting downvoted but I sold my AMD leaps at 250 holding ftom 82....yea it was lik 3000% but then it went all the way to 550 lmao. That shit still stings
Stay, the SPY is going for another all time high because rug pulls happen in multiple waves. In the last year Korea went 270% and dropped 40% in one month. America is playing a similar insiders and professional trading firms are selling at the top of each All Time High. I give AMD as a perfect example, every year NVIDIA kicks the a$$ and dominates AI. It's recent ATH hits $600. Of degenerate gamblers piled in at $450 and many retail investors were rug pulled during the chip stock meltdown. Iran war has phucced the world economy, every Monday Trump pulls a shiny peace proposal out of his $ass. Massive layoff are happening at many companies but housing prices in America hit an ALL TIME HIGH. Fellow 'degenerate gamblers' America is partying like it's 1929 and Elon Musk is about to buy another election. What could possibly go wrong?
Same applies to AMD. EPS $25-30 in a couple years.
SNDK and AMD tomorrow AH. Woooooooooooooo!
doin pagan rituals to not get gaped by AMD tomorrow
AMD expected to pump or dumb tomorrow?
Great place to add QQQ puts later this week if sndk or AMD somehow have a bad reaction on earnings.
MU isn't going to move much until earnings reports from PLTR, AMD, and SNDK
AMD earnings please save me
This movement just means AMD moves by $100+ in one day yall heard it from me
AMD calls is the freest money of all time
We are in the early innings of AI. Unless WW3 happens, there is no future where AI isn't embedded in everything. I think it needs to trade sideways for 4-6 months. It is difficult to know who the winners are gonna be. But with semis, cloud, and distribution stocks, you are agnostic to which model and applications are gonna be the winners. Everybody knows the semis, Nvdia, MU, AMD, Intel, Samsung, etc. The cloud/neoclouds are Amazon, Microsoft, Google, NBIS, Meta, Iren, Tencent, Baba etc. Distrubition are the hyperscalers Amazon, Microsoft, Meta, Baba, Tencent, Google, etc.
AMD bout to crank dat mutha fuckin Soulja boy on Tuesday cuz
honestly I'd do both for AMD. For SNDK I am thinking calls
Cashier Wood's portfolio sucks. Roku got acquired so her portfolio is now: Tesla (10%), Tempus (5%), SpaceX (5%), Crispr (5%), Shopify (4%), AMD (4%; ✅️), Circle (4%), Robinhood (4%), and other stocks (~60%) Besides AMD, I hate her picks
AMD doubled because every week you would get a new "OpenAI deal" that was pumping whatever stonk it was 20%. It was actually a funny timeline, literally buy all of them, wait for some deal announced say "AI" on the earnings call, instantly +10%. Good times. Also shit times for me tho lol
AMD following MU but NVDA just staying up
Oh nice AMD reports tomorrow. Who's got their lube and tissues ready?
No one playing AMD for earnings?
Not sure about the "without changing anything". Sure, most of this is still to come but that is a huge change in where the company is heading. Disclaimer: summarized by AI **•** 18A yields keep climbing and real products like Panther Lake and Clearwater Forest are shipping on it. Output and productivity are improving across the board, with progress now ahead of Intel’s own expectations. **•** 18A-P entered risk production right on the schedule Intel promised customers last year. Hitting a self-imposed deadline is a big deal for a company that’s missed roadmap targets before. **•** 14A is reportedly further along in maturity, yield, and performance than 18A was at the same point in its development. That suggests Intel is actually getting better at executing new nodes rather than starting from scratch each time. **•** Apple, AMD, NVIDIA, and OpenAI have all signed on for design wins across the 18A and 14A nodes. Microsoft and MediaTek have also committed, giving Intel a genuinely impressive customer roster to point to. **•** Tesla is building its Terafab AI chip project on Intel’s 14A process. The relationship is still early at the 0.5 PDK stage, but it’s a concrete commitment rather than just talk. **•** Intel’s EMIB packaging technology is hitting 98% yields, which is an excellent number for advanced packaging. New options like Foveros R and Foveros B give customers more flexibility for complex chip designs. **•** Fab 52 in Arizona successfully processed its first wafer, proving Intel can run leading edge 18A manufacturing on US soil. This matters both for supply chain security and for the broader push toward domestic chip production. **•** Intel’s foundry operating losses are shrinking each quarter as the 18A ramp continues. The company expects this trend to keep improving through the year as yields get better. **•** Intel’s process design kits are now seen as industry standard, drawing interest from multiple new prospective customers. Formal decisions on 14A are expected to roll in through 2026 and into early 2027.
A year ago Intel was getting owned by AMD in x86 and their GPUs were going nowhere. All rumors were negative. Then it became an amazing company in an instant without changing anything.
Hope an options win wipes that frown off your face. Good luck! Get a mcdonald’s breakfast. Watch some Modern Family. AMD puts.
AMD will be flat or $600 after earnings tomorrow. I wouldn’t expect a tank like other times, unless earnings are actually bad of course
AMD wouldn’t tank as hard as previous earnings unless it’s bad. Mostly expect flat or $600. No in between
AMD and SPCX earning tmr. Shit is gonna be fun
Got out of my AMD puts locked in 27k idk what to do now
Except if it is AMD, cuz the dip will keep dipping lmaooo
AMD still has huge room to drop compared to other semis
I hate how AMD has been 463,464 for one hour but can pump back up to 485 in 1 minute or drop to 420
No cap I’m selling my AMD puts and going double down on 3 week out and calls
Ewww that candle on AMD shot it up to 471 then back down? Big boys betting we drop at open?🤨
AMD earnings will send Bears into hibernation
If I sell AMD puts at open and this shit drops to low 400s ima feel depressed because of gains I didn’t lock in
Got lottery puts expiring today for AMD what’s meant to be is meant to be I’m not jinxing myself
so your telling me AMD not gona pump before earnings?
AMD will save the semi's this week right?