AMD

Top_Lychee2336

2027 is shaping up to be biggest step change in AI power density yet: • $NVDA Rubin Ultra \~500kW per rack • $AMD MI500 \~1,000kW per rack • $AMZN Trainium4 \~330kW per rack • $GOOGL TPU v9 \~200kW per rack

OhMyGodMyNutz

Nah that's at close after weak apple ER and even more when AMD dumps

Valkyrie_Skuld

Imagine if They don't like AAPL NVDA and AMD's earnings we're fucking cooked

js3185945

AMD gonna save us all because all you regards are buying puts.

prana_fish

Probably run the same playbook as last week with a bull trap. Pump overnight low liquidity Monday/Tuesday nights, and then rug pull on $AMD earnings. $AAPL gonna be meh but still gonna go up 3% anyway because of a retard market.

shmito17

Forget about Apple, AMD worries me. SOXL drives this market to all time high again or down we go.

KittyLover-7

I genuinely don’t get it, like I’m supposed to believe traders with big money are buying this at this valuation and simultaneously selling NVDA, googl, AMZN, AMD and so many other names on Friday because of reasons like valuation, CAPEX, cash flow How the fuck do they just decide to move the goalposts on it

kemar7856

China to 'phase out' the biggest chip manufacturers by 2027 Short Intel and AMD

Perk_i

What if AI has already taken over the NASDAQ's computers and keeps pumping NVDA and AMD so they'll keep making chips to feed the AI?

MineCraftFanAtic69

Lot of options to make this week. AMD, PLTR, AAPL earnings. All three are pretty generously valued, so puts could pay. But could also go up because why the fuck not

ResearchAndDoomScrll

No it won't. AMD actually makes the best server CPU's in the world. They started eating Intel's lunch in 2017 and haven't stopped. Intel makes 2nd rate products and deserves to be circling the drain with their decade plus of garbage management. AMD, Lisa Su and that management team doesn't lose.

Rayvelion

Microsoft is laying off huge amounts of their workforce, Amazon is not investing heavy in AI outside data centers they rent out to the other companies training models, Google also is mostly in data centers but is risking their AI searches eliminating their ad revenue and cannibalizing their own business. Meta is the one most likely to get annihilated alongside the private AI companies that *are* going to go public and that *will* fail in the coming years. AMD/Nvidia/TSMC are fine, they're just the vendors for the components for the lunatics. They'll have to pivot out of spending on research for AI enhancements on their chips back to a more standard company structure, and trust me that both AMD and Nvidia will take large hits to their stock value but will be fine.

AntiquePhotograph607

Think AMD might fall short on earnings?

thetalentedmrbowser

you'd be better off with AMD or PLTR for a big move

NiceCreamSundaes

Not sure🤷 In my opinion, since you have that spread of safer ETFs in your Roth and are young you can afford to take risk. NVDA and AMD as chip designers are probably in one of the safer areas of the trade. My personal crackpot theory is that the bubble is in the AI frontier labs, I don't think they'll be able to realise high margins with the requirement for constant spending commitments and a low moat. That doesn't mean the chip designers won't still be selling a ton of chips and capturing the value though.

TickTockTaudit

INTC has negative profit since 2022. AMD net 19% @ $2B profit last year. Some companies are better than others.

Peeeeech

Nobody is going to hold through AMD earnings after the INTC debacle

KittyLover-7

Ok then NVDA and AMD back to the price they were at open on Friday, quite a few others too

SangerGRBY

Its joever. AI? Its a fugazi. The billions invested ? Evaporated. AMD is now back to Advance Money Destroyer, NVDA compromised by Chinese Honeypot. QQQM and VOO are cooked, Mr Mango destroyed the US markets, i will only be investing in the NEXT MARKET GIANTS.

juste1221

Not a rhetorical question, who are you guys even talking about with these kind of comments? Are Google, Amazon, Microsoft, Meta going out of business cause they "over leveraged" debt they can pay off in a few quarters if they just stop spending on data centers? Or is it Nvidia, Broadcom, AMD, and Micron who are going out of business? Valuations will certainly collapse when the spending stops, but no one here's directly invested in OpenAI or ANT, and neoclouds and all the small start ups are very small portions of the AI trade. So who exactly is included in the "almost none will survive"?

looool_k_libtard

That was the appetizer for tech destruction. AI names down 40-60% are all going to single digits. AMD and nvidia is overpriced by like 80%. Google probably 60%. Don’t even get me started on Apple, probably a $25 stock. Enjoy LOSING EVERYTHING BULLS!

millerlit

AAPL and PLTR overvalued so they drop tech on earnings. Then AMD continues the trend.

unhappyreach_

AMD or Apple is going to send this back down

KnockedDown55

puts on PLTR; rolling that into puts on AMD tomorrow. Roll that into qcom puts on Wednesday. Let's fucking goooooooooo

thetalentedmrbowser

If AAPL misses and AMD beats the AI trade will be back in business

im_Kendr1ck_Llama

Can’t wait for AMD to $10 to be a thing again

OrangeForeva

Up or flat into elections and AMD earnings is my guess. AMD will decide our fates. Or some Iran war news.

West_Ocelot4670

AMD not going that low too much memory demand

Happy-Champion1661

SNDK is already cheap. AMD valuation doesnt make any sense to me but there is a cult of people saying it should be worth more so idk I am just not gonna buy it here but it was a good play obviously sub200

West_Ocelot4670

I would say a more reasonable price for SNDk is 1150 and AMD 450

Less-Map-6969

Say then when SNDK reached 600 and AMD went 200 lol. You'll be crying that you should've done puts earlier

thetalentedmrbowser

Looking to get out of my AMD short puts before earnings which means it’s going to moon

elmartin666

AMD PUTS T open

MaximusKek

okay i get the algo play here, it'll go up during the day and it'll continue drilling after AMD earnings.

TheoryInttro

AMD will drill to the Earth's core.

FinePerformance1046

AAPL dies and nobody cares, nobody cares what PLTR does either way, AMD moons and saves the market

Federal-Watch

Calls: PLTR -> ANET -> ARM -> LITE Puts: AAPL -> AMD/UBER -> NET

Forsaken_Toe627

AMD calls or puts?

ExeusV

AMD was 215~~ and dropped to 80s one year later

Ldn_twn_lvn

Look at capitulation away from the MAs for NQ on the D1 and even the W1, Mean Reversion back to the MAs is on the cards Plus SNDK is due for possible bullish moves, GOOG, INTC, AMZN shittery should be priced in now By all accounts the whole trade should be back on track from Monday and AMD was running up with momentum pre-earnings but this sector wide sell off, just pushed it down into liquidity, it should be good to go if it's a good result ....but war and midterms could be thorns in between the rose patch

BeyondRealistic5785

AMD 2027 PE is at 32. It is really not overvalued.

unhappyreach_

AMD

ECHuSTLe

I’m coming to terms with that fact that I’ve ruined my financial future by investing 70% of my portfolio in Reddit. I need a 100% gain just to break even and AMD down more than OP. I don’t dare even consider buying more.

apple-sauce

Nah. It will impact also NVDA… is AMD misses we smoked

UltimateBaghold

I feel like retail gonna all short AMD now after last week earnings so maybe it's flat? But my brain says probably just short it

shmito17

Will AMD turn back into the Advanced Money Destroyer? Because the market will shit itself even more with poor earnings.

Independent-Tree-985

Believe it or not, I rode AMD back when it was at 14 all the way to 100, and I've never played it since

Cav829

Yeah, this is the bit everyone doesn't get. We were getting spammed with the opposite posts back in August about how something like 5 out of the last 6 Midterms we had giant 10%+ corrections in the S&P. We're nowhere near that. Tech is weak and losing its leadership position with no clear replacement. We'll basically be through earnings next week once AMD reports. Yes, Nvidia is coming, but everyone knows Nvidia's earnings in advance because accountants can calculate them roughly off of companies that report first. I think the market is more terrified of AVGO at this point than looking forward to that given they kind of started the rollover in tech. Really to me any bounce should be seen as a counter-trend rally unless no for realsies it's happening the war ends and oil dumps back to $75/barrel or less. But man, I look at months and months of pent up gamma that built up and where we've sold off to and what the charts look like, and I think we've got to go much lower before we can really rally back. These rallies are weaker and weaker, and there's to me a good reason this last one failed. This is the problem I find with seasonality: it can be very reductive and cause you to miss the actual reason behind stock movements.

Rav_3d

SNDK wasn’t a beat and home run? If this market teaches us anything, it’s that reactions to earnings tend to follow the mood of the market, not the numbers. To expect AMD to be the one semiconductor stock that surges rather than sells off is quite presumptuous.

Forsaken_Toe627

just sure about apple but I hope AMD will

Rav_3d

If you’ve seen the reaction to every single company earnings over the past week, what makes you think AMD is going to do something different?

Dull-Knee-1146

AMD -75 dollar drop

ExplanationNormal339

The key assumption is that strong AMD results translate into a broad market rebound; that link can fail if expectations were already priced in. What expectations do you think earnings must exceed?

MineCraftFanAtic69

Yeah it’s risky as shit. But everything’s been dumping if their earnings are short of perfection, so it’s plausible. AMD is another option but has tanked a bit this month already, so don’t know if there’s much juice left to squeeze

Routine-Agent-160

CEO bro, you don’t have to wait for Google. Wait for Apple Monday night and AMD on Wednesday. Palantir could crash 15-20% next week alone.

iamoflurkmoar

I prefer to buy SPY on the way up to capture broad market upswings and then buy individual stocks (specifically, UNH and AMD) when they're down. I'm pretty confident in these shares and I already intend to hold them for a very long time. It's done incredibly well for me.

Independent_Tune2096

I’m guessing we go up Monday then get fucked on Wednesday when AMD reports

Much_Butterfly7610

AMD-yes

Ill-Ad1603

Trust AMD is doing a -15% or more for sure. It did -17% on earnings in Jan on a mediocre quarter, they’re going to miss revenue just like Intel did. No one can buy PC’s anymore due to the rising memory costs.

Ill-Ad1603

AMD will open at -15% or more on Wednesday, QQQ around -6%. This one’s going to be for the books

Valkyrie_Skuld

Id strangle it if you're do AMD

Valkyrie_Skuld

last time we thought AMD would dump it ran to like 600 it's crazy to see the semis run this much in a year

Much_Butterfly7610

Why not AMD? Am I missing something

Ill-Ad1603

AMD earnings will be the next big dump. Get ready for another -6% on the QQQ

Desperate_Main7391

Yeah this dude is a 🤡 when do you think the chip cycle peaks in terms of revenue growth and stock price? Everyone has been amazed at Nvidia over the past 5 years I’m hoping AMD can do something similar

Sock_Deep

AMD shares ain’t doing too good 💔

JohanLiebert92

AAOI after AMD. 20% implied move. Pure degen stock. Earnings on Thursday. Straddle for Friday. 10,000% one way or another 🫵🫵 time for big brain moves in this market

JohanLiebert92

I'm going to straddle my way for the rest of the earnings after seeing big clifford type of drops, why didn't I do that with Google? I have no idea Starting with AMD 🫵🫵🫵🫵

UltimateBaghold

Seems like all of retail gonna short AMD right? So it'll be flat on earnings?

Lapys-Lazuli

AMD's keeps buying these absolutely insane startups. IDK if its ever gonna be proffitable but

Ragnogrimmus

I would wait until AMD announces and market reactions. At this time it will need exemplary all upside to gun up. Although with all the capex you would think AMD is lining up for serious growth..even if you see a small drop off after earnings call. Its a tech sell off.. profit taking and reigniting the buyers. In this hyper growth stage it will move fast for the next few years.

Ragnogrimmus

That's small stuff, talking about Intel becoming a TSMC backed with US support is why Intel is valued. Plus they make quality CPUs is AMD out doing them across the board.. generally but those shifts change. Though AMD doesn't just have the CPU they have the worlds most powerful MI455 instinct accellerators..atm anyway. Yes yes yes I know Nvidia is close and holds the software advantage. Buy both.

Bonghead13

Yup, I bought a $75 put on INTC for $10, sold it for $1100 the next morning... gonna see what ai can do for AMD using that $1100

cremvursti

Everyone and their mother expects gta 6 to sell trillions on launch date. No real way of marching the expectations. I'd be shocked if this doesn't go down. Feels like when I invested in AMD before Ryzen released. Shit went down. Sure, after that it got to 1000% in years. But expectations can never be fulfilled, people just dream of the impossible.

terroristteddy

Yeah, but the market has proven time and time again that people are stupid as shit. For example, the whole speculation on Intel. Like there's a handful of companies in the world capable of making and designing advanced computer hardware. Did we really think that they were just going to roll over and die because Nvidia and AMD got big pushes?  Or every time any company has a press conference to announce that they're going to use AI. Or any time Apple releases anything despite everyone knowing 90% of the details 6 months ahead of time. If this stock doesn't balloon on Novemeber 6th after GTA breaks every video game record of all time, I will eat my hat

gregzicstock

That's what I am thinking. Plus I think AAPL/AMD earnings aren't going to cut it adding additional stress to the market.

Ldn_twn_lvn

AMD is a lot better positioned with better placed business segments than INTC tho, I would have thought, any issues wouldn't be apparent until the Earnings Call after this next one, and even then....their other bouyant segments may have enough grits to smooth it out anyways

Over-Young8392

how are you guys feeling about AMD

Guest-Username

That makes sense, and I appreciate the insight. My biggest concern isn’t necessarily long-term chip demand, but whether a slowdown in AI spending could hurt semis enough that my OTM LEAPS take a beating before things recover. I still feel pretty bullish on AMD and INTC through 2028, but I’m trying to be realistic. Do you see this as more of a short-term correction, or do you think semis could struggle for a while as money rotates into hyperscalers?

Guest-Username

Even for semis ? I got OTM AMD and INTC Dec ‘2028 leaps last week. I’m trying to justify the hold…

DancingCow

The bar for Nvidia/AMD is definitely in space now. Even if they double beat it will be seen as a miss unless they're shitting lightning

Formal_Power_1780

AMD started shipping Helios in September. They will be ramping Helios through Q4 into Q1. Helios sells for -$7M with $4M worth of AMD chips inside per rack. AMD has signed up Meta, OAI, Anthropic, Microsoft, Oracle, Humain, G42, Naver, Tata, Vultr, Tensor Wave, on and on and on. They are probably looking at 5GW for 2027 or 20,000 racks. $80B Then they are delivering Helion CPU racks with 128 CPUs at $15K each. They probably sell $30-40B with of these. Then everything else is $10B. So $120B of high margin sales, trading at $0.8T Bring it bitch.

Zipski577

Hahaha my exact thoughts seeing these posts. We are currently in an equity market where a huge portion of the participants have never experienced an environment that “buying the dip” doesn’t work exceptionally well almost immediately. Retail trading/ investment activity skyrocketed in 2021-2022 and has been high ever since. Liberation day and the start of the Iran war this year made people’s confidence in the strategy even stronger. I’m not saying it won’t continue to work right now. A lot of things have changed, and Trump announcing a peace deal or some shit could make the market bounce back out of its downtrend like it did in the end of March, despite not being true at the time (in fact, I’d be shocked if he doesn’t try something like this as soon as Monday ahead of Election Day/ voting). But am I shocked to see massive tech companies like Intel lose 30% on earnings announcement? No, because the exact thing was happening in the opposite direction earlier this year. It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. When these things happened the idea that they could also lose just as much, or more, on one report became very realistic. Big tech companies are now making single day moves that used to be reserved for small cap, clinical stage drug companies on trial readouts. If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now. We’ll see what happens but I’d reckon a day will come eventually that simply “buying the dip” blindly (which is not the same as DCAing btw) will kill a lot of ppl who have been led to believe it’s a full proof strategy

Nervous_Hurry_9920

They're all up 300% over the last 6 months. It's just a red day. AMD is where it was 6 weeks ago. Intel is still up 60% year over year and 70% ytd.  Just a red day. Just a correction. 

DefinitelyForReal

I bought AMD at 135 and sold at 278. 20k profit, though I should have probably held a few weeks longer.

Icy-Truck3734

AMD =Advanced Money Destroyer on Tuesday

certain-fig-3200

With what money?! I already blew everything buying the AMD, RDDT, NOW dips.... before they crashed. RIP to me.

pmoO0

I wonder. Buy Intel now or wait for AMD to make a similar move? Data center spending is always called "computer", but are they really buying CPU's. That's a question that might hurt anyone except Nvidia. PS: I believe the Nvidia channel stuffing is real. They need to keep the numbers up. But we'll see that later ...

DrHarrisonLawrence

“The best moat in AI is to have money coming in so you can keep building more” Is that NVDA, AMD & CRWV then? u/Lord\_\_\_Rictor

DuAbUiSai

AMD Puts

Public_Ideal84

*Looks and sees AMD is still over $500* Haha yeah, this pop hasn’t even left the garage yet.

coolopinionlmao

PLTR and AMD puts seem too obvious so that means they'll print, right? RIGHT?

raccoon8182

On top of that, people don't realize that ai is actually two products. One is generative Ai which creates code, images video audio etc the other is conversational. The money right now is mostly in generational. Now here's the problem, asics are coming next year, which will take the best we have now and burn it directly into chips. (So no more updates) however that then becomes local and not cloud. So no more subs. Which means anthropic, openai, and grok dissappear overnight. And Nvidia, AMD go back to selling to consumers/prosumers. And Google keeps winning with conversational/shopping ai. Anthropic and openai are absolutely fucked in under 3 years. Like complete and utter shutdown. Or bought and folded into Google, apple, Microsoft..who ever buys them. I'm thinking anthropic folds into Google and openai folds into Microsoft. And Elon folds everything into SpaceX to try and avoid consumers exchanging their stock for money.

zendaddy76

I usually look at forward pe and 250 day moving average. If macro environment looks ok, I add to my positions where I have conviction. But this is in my Roth and I’m holding for at least 10 years. I started doing this in 2016 and have outperformed VT by 82% in my “play money account” (which I limit to about 100k). You can’t win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. That said, 90% of my investments are in VT or TDFs. This year I’ve added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN). I still hold AAPL (my first stock pick in 2016, followed Buffet) and NVDA from 2020. Play the long game and be patient. I’ll be retiring 3 years early bc of my winners. 👍🏽

thetalentedmrbowser

AMD earnings could blow up my account for good

gregzicstock

Not feeling confident about earnings from AAPL, AMD, QCOM, and PLTR. SMCI might be good though. I feel like the red will continue. I don't think the midterm elections are going to mean much no matter who wins.

Disastrous_Rent_6500

I love the rage bait to be honest. I’m no sheep, I get what he’s saying, whether he said it or not, RAM prices have more than 4x. He’s just saying what we all know every AI company has been thinking for the past year. And basically he’s trying to tell Nvidia and AMD this as well

shugo7

I had one when it was in the 500s for 2027 because I see sentiment change,AMD ran really hot and for some reason people keep getting liquidated which triggers a cascade of selling pressure

jayschembri

So will Intel ever go up/rocket like AMD, Micron, and Nvidia did? Technically great buying opportunity for intel. What would Warren do?

Captobvious75

This is why I sold all my AI stocks (AMD, MU, etc) months ago. Way too much to lose for the risk of more gains. Im all in AI safe stocks (SONY for example) and very broad ETFs (VEQT) to minimize any loss risk as much as possible in the equities side.