AMD

mayorolivia

AMD is not catching up fast. This is what fan boys want you to think. They have about $12B in GPU sales compared with Nvidia’s $200B+. No one is going on tv telling you they’re dying for more AMD chips. AMD is going to be the second choice and will likely end up with 10%ish share but they have no path to supplanting Nvidia. Lisa Su’s own projections about getting tens of billions in revenue tell you they’re also projecting just 10% share, considering she also says the TAM is going to be $600B+.

newbie80

AMD is catching up fast. AMD is looking to grab that CUDA money, now that it has all the scraps from beating intel into a pulp. Well intel punched itself out, but still ... Lets see if history repeats itself again like it did versus x86.

RemoteDrink8229

I left a comment earlier saying how I was gonna take a break from options and use shares and leverage etfs for now. But to find these I was in Wall Street Bets daily chat everyday for a week, and you can kind of feel out the plays that are likely to work based on what/how much people are saying about it. For example MU, every one was spamming MU and SNDK, I missed out on SNDK, but I bought calls on MU and sold for good profit. Some other plays are my own intuition, like AMD dropped a crazy amount last week on no news, I bought calls for August, and it went up a decent amount the next few days. Same can sort of be said for something like PPLT, recently precious metals have been skyrocketing in price and on WSB all they talk about silver. I thought silver already had its run so I Bought PPLT calls instead, and that also worked. I’m not a genius, these plays weren’t bad, but being up 85% in like 20 days is pure luck

Cheap-Sparrow

Am chip company employee. Cuda good because gpu programming is cuda. LLM trained in gpu use cuda. LLM trained on Nvidia fast because networking. TPU good because Google invest many eng many money make LLM trainable on tpu. Google networking good too. Train LLM on AMD? Not at scale. Networking bad. Data interconnect bad. Cuda equivalent bad. AMD shitters TPU as good as GPU? Idk. Matters? No. Google prove capability. If CTO of Regards Inc. sign $$$ to use tpu, you use tpu. Google manage TPU in GCP so less hassle.

NotTakenGreatName

AMD is even more screwed

doktordoc2

I think more & more investors will start moving their investments out of NVIDIA & AMD both of which have been running sideways for quite sometimes now . Glad to hear you already made that move . Good luck 🤞

Captobvious75

I sold AMD and bought MU two weeks ago. Definitely a solid high growth potential stock.

Embarrassed_Tax_3181

As a hyper AMD bull, I would sell on any massive green candle

buchimochipie

Im just going to share this with you because I’m not the best person to give advice when it comes to trading. Been a trader since 2010. Still learning and tons of loses. I made 54k from an AMD short the other week. It was all gone after a few days because I thought I was in control of the market and in the zone. Next time this happens, I will take a month break from trading and pursue others hobbies.

Kindly-Yoghurt-7665

Believe it or not, when this sub was all in on AMD, which was trading at less than $3 a share, there were actually a decent amount of people here with at least average intelligence

omracer

My small shares in Intel from some time ago is going to help well this year for sure, or was that AMD

maxpain2011

That’s what they said about META , AMD, SHOP, and bunch of other stocks when they tanked few years ago

Bloodsucker_

That's absolutely not true. ARM chips are British. Cloud used more than AMD and Intel. You seem heavily biased and missing the point completely. Please stop embarrassing yourself and talking with some much confidence about topics you don't understand. Stop saying "but TheY aRe 10 yEArS aWaY". It's just not true and it's not the point.

TheFailologist

Not writing the below to be rude or controversial. Just wanted to share my findings. The market has moved away from value a very long time ago. Companies can't just mature then issue a dividend and grow slowly like KO and command a premium in their stock price. Wallstreet wants ever increasing growth. That's part of the reason ADBE is priced as it is. The growth story is feared to be done. Damn the rest of the business and how incredibly sticky the product is. Past gains don't factor into today's stock price, only future gains do. GOOG was priced with such a low P/E before its run up for the same reason. Wallstreet feared that the growth story (and the monopoly lawsuit) was done and when that turned out to be false, the stock moved back up to growth P/Es. Any growth stock (most tech stocks) that stop showing growth will see their share price collapse overnight. That includes the Mag7 and all the big chip companies that have had huge runs in 2025 like: NVDA, AMD, AVGO, CLS, WDC, STX, SNDK

couscous_sun

Not true: https://www.reddit.com/r/AMD_Stock/s/6VrxXT3WRJ

couscous_sun

All you need to know: https://www.reddit.com/r/AMD_Stock/s/6VrxXT3WRJ

No_Feeling920

We don't have any bleeding edge chip manufacturing. We have no major cloud infrastructure and software companies, either. How are we going to substitute for AMD, INTC, NVDA, MSFT, GOOG and such?

ivanguls

If you have followed CES, it is AMD that has fallen behind.

GrossFleshSack

Nice port dawg, you think NVDA has a good chance to start going up again soon? Interesting you are in AMD instead, Micron looks like a mini NVDA happening, but they have fierce competition with Samsung and hynix, idk what happened to Nvda is 10 years ahead? They don't even need the Chinese market right? Shovels for the ai race or something.

WojtekTygrys77

From whom would we get CPUs if not from Intel or AMD?

didnotsub

”They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM” Who do you think makes these chips exactly? TSMC and Samsung both very much rely on the US. That wouldn’t go very well. Also, almost all professional software is on x86 and does not run on ARM. That wouldn’t instantly kill their (already) dying industry and few tech firms they have.  Unless you want the european economy to be solely held up by luxury fashion brands, you might want to think again.

AssGagger

Getting off AWS and Azure would be pretty straightforward. That's where they make all their money. They could ban Facebook and Instagram tomorrow and be much better off. The faster they get of x86, the better. They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM. Windows has become spyware. They should get all their government and defense off of it anyway. The USA can't be trusted. All their shit is probably full of back doors.

AssGagger

Gonna be wild when Europe finally decides to ditch Amazon, Google, Microsoft, Intel, AMD, Nvidia, Oracle, and Facebook.

gianfrugo

i think you are right for the wrong reasons. climate change, natural resource depletion aren't real problems for Investments: climate change isn't that big of a dial for companies (it is for animals habitat and poor nations but not for the sep). natural resource depletion will be a problem in another 100 year maybe the elefant in the room is ai. and in particular AGI/ASI. if we (as of humanity) succesfully build an asi the entire economic sistema of the world will see change drastically. ASI is the most important technology that humans can create, more consequential than fire, agricolture, or electricity. a world whit an asi is a world that dosn't need human work, and where incredible new technology is discovered autonomously at speed unimaginable. the right thing to do is simple by ai stock. my opinion of particular stocks: the best: GOOGLE (50% of my portfolio): has modles, tpu, fsd... very good: TSMC, INTELL, ASML good but not perfect: BROADCOM, NVIDIA, AMAZON, MICROSOFT, TESLA, AMD, MU more risky but potentially interesting: RXRX, OKLO, [z.ai](http://z.ai/), mimimax (and probably a lot more) and i hope for openai, antropi, x1 robbotica, figure and unitree IPOs S&P will probably still be decent but a lot of companies will fail. and more importantly work will be a memory of the past so better have a huge portfolio or live in a country that offers UBI.

JohnnyStrides

Most of my US holdings seem to be way overvalued/overpriced... global markets seem to be doing well, same for Canuckland where I live. We may see $ shift out of the US into global markets where there's better value ATM since US stocks can't keep growing in price relative to their underlying value at this rate. I'm getting more defensive and moving into diverse index funds but still holding on to some stronger US bets (mostly AMD & SOFI) so if I'm wrong, I don't totally miss out.

eje0100

Don't sell AMD. This shit is $300 by EOY easy. And we just keep going up from there. 🚀🚀🚀🚀

Past-Psychology1592

Meta at 30 sold around 75. Back in meta again 150 held for years only to sell it on its way back down to 150. AMD 14 sold at 10. Then in AMD again at 80 sold at 100 but not after seeing it touch 160. Back in AMD again at 100 and did same thing.. watched it go to 200 then grind back down to 100 in 2022. It sucks thinking about being retired if just held them… hindsight 20/20.

Th1rt13n

There’s always another trade, there’s always another stock. I sold Palantir at 32 after having bought it at 22. I was eyeing GOOGL at 170 I got into AMD at 50 and sold it at 55 INTC sold at 24 after getting in at 20 I’m still well in green, had great run past year with ASTS, RDDT, BULL, UNG and many more. Don’t cry mate

pianomasian

Similar attitude of Intel on AMD 10 years ago. Don't get caught sleeping, especially in the tech world, because that moves fast.

DuAbUiSai

Calls on AMD? If INTC earnings does bad or well its both good for AMD. 🤔

EpicOfBrave

Edge couldn’t gain even 1% market share. Strong signal Chrome is winning. ChatGPT lost 25% market share to Gemini in 2 months. Strong signal Gemini is winning. NVIDIA hardware is too slow, too expensive and lacks precision. China, Google, Anthropic and many others shift to TPU, AMD and Huawei. OpenAI’s Video Generation is still not available in Europe. All competitors, including Veo, won there. In Image Generation Nano Banana absolutely outpaced the competition. iPhone will be powered by Gemini. Android is already powered by Gemini. Google Search has 2 billion users. I don’t see a single area where OpenAI, Nvidia, Microsoft or Meta are leading.

desturel

People are conveniently forgetting the timeline here. Reddit was telling him it was a mistake before it dumped. If he had sold immediately, then bought the exact same shares AFTER earnings instead of before earnings he would be up more. As it currently stands he would have made more money just buying QQQ at the exact same day / time. So WSB was right about him being dumb to buy the stock. If he held onto it, he was lucky that the government bailed his ass out. If he sold after the dump and bought into NVDA or AMD he would be up as well. Imagine being the regard that required the party of "small government and free market" to save you. That is not a genius level play and not something you can always rely on happening.

AyumiHikaru

or INTC's competitor NVDA, AMD or TSM. LOL

Resident_Area_1474

get a better play bro, META MSFT AMD - are all underpriced right now. get some feburary exipry calls and relax.

Bluecoregamming

Funny you mention AMD. Your experience was my experience last week with amd. My calls expired worthless with no bid. I swore amd off and look what happens this week while I'm watching on the sidelines.. All this to say, don't give up, if you have conviction in your play weather the storm and be rewarded

Negative_Win_5117

Bought AMD calls near the top and MU puts near the bottom. Wiped out earlier gains on SPY puts . These are small losses but small losses add up. Time to go back to spreads 2-4 weeks out to appease my gambling addiction.

itchyhedgehog5291

All I have to look at is the Ticker and I know everything I need to know. AMD fucking sucks ass 😂

forrealjeff

This. As a bull for AMD, its being outdone by every other company. I got out today. Tired of holding for nothing.

siazdghw

Intel's rebound was inevitable. They are one of only 3 companies able to produce leading edge chips, and now have more high-NA EUV (next gen) machines than TSMC and Samsung combined. Many analysts are expecting Intel to surpass TSMC again or at worse be 1:1 with them (not in sheer volume tho); and leading edge demand is higher than ever and will continue to grow. Everyone from Nvidia to Apple to Qualcomm to even AMD have had discussions about using Intel foundries for future products. Chip creation is a slow pipeline. It takes around 3-5 years for Intel, AMD, Apple, Nvidia to go from concept to delivery. We are just now starting to see Intel's response to Apple's M chips and AMD. Intel went from incredibly inefficient to surpassing AMD in efficiency with Lunar Lake and now on Apples heels with Panther Lake. Panther Lake also surpasses AMD's iGPU performance.. I could go on and on but WSB users have trouble reading soo.. Now to be clear, Intel is far from perfect, they botched their fabs long ago during the 10nm era which caused AMD to catch up and Apple to use M chips, they didn't get their dGPUs out during the crypto peak, and they also didn't pivot hard enough into AI. But the company is still massively undervalued. Their foundries, their patents, their strategic value to America and the West is worth more than they are trading at. And they've just successfully turned the company around and are offering some of the best products on the market, albeit it may take a couple of quarters to get those sales in the books. They still have a ways to go, but I would be surprised if they didn't hit $80 by the end of the year.

dont_downvote_SPECIL

Imo chip stocks that bulls are excited about but will flop due to competition: Intel, AMD, and Marvell TSMC, Nvidia, and Broadcom are the winners

Rock_or_Rol

Made a fuck ton on MSTR calls and MSTX commons from last week and earlier this week before the pump then put half of that in RIOX (2x RIOT) right before the AMD deal, thinking I’d just ride the BTC beta. Doubled down on SMCI calls after the dip too. Doubled down on Thursday IBIT calls on the dip today too. Lost a little on MSTR and APLD breakout calls today and QQQ 0DTEs, but I’ve had far too much good luck for the universe to abide by. You might want to sell everything.

EthanRio

AMD at these prices are still extremely cheap. Still don’t know why people haven’t thought to buy in yet. Will eventually be 500 whether people agree or not.

Totallycomputername

I own a fair amount of AMD so no, that shits doomed. 

PooPooPointBoiz

Fuck my goddamn fucking life dude. I fucking hate it here. Fuckers making millions on ASTS, AMD, RKLB, etc. I fucked with ASTS back in the day. Back when it popped to the 20 dollar range. I bought in, and I fucking lost my ass. I remember they had a successful launch and satellite deployment, and the stock fucking tanked. For no goddamn reason. I got out of that shit and swore it off forever. And now look at it. What the fucking shit dude. I stay in a bluechip MAG7 stock like fucking META, and it fucks me every single fucking day. And now I end the week like 12k fucking in the red because this stupid POS stock decided to bleed every single fucking day this week.

ToastSpangler

I sold 300 shares of AMD at 160 something less than a month before it hit 220. I couldn't eat for the rest of the day when it spiked I felt genuinely fucking suck, i still.mafe like 30% gain in 6 months but fuck man I'm not touching AMD again

DrPuzzle

Reddit literally was preaching ASTS and RKLB when they were $20. Rddt when it was $200 before liberation day. AMD when it was like $90. NVDA at $100. The list goes on. This notion that somehow reddit is bad for stock picks is ridiculous because it's incorrect lol

Ill-Ad1603

CRDO, AMD, MU and RDDT are my top picks for 2026

TotalRisk519

AMD puts all morning… I think it’s starting to finally roll over

FaithlessnessIcy3875

AMD saved QQQ

unknownnoname2424

RIOT got AMD deal for HPC AI data center... Should be $30+ by end of month

gopoohgo

The AMD experience. Welcome!

The_Albertino

Cmon AMD give me 235 and I am out

piszczel

Except MU PE is 33, AMD is 113. Second place might as well be last place. nvidia and AMD both compete for TSMC fab time and components like memory. nvidia has the strictly better product on every axis. AMD is riding on hopium that it'll get to where nvidia is, while offering zero reasons to not buy nvidia

dont_downvote_SPECIL

Micron is now a $400 billion market cap stock AMD is just $378 billion This validates memory is more important than second place high-end GPUs

FaithlessnessIcy3875

AMD is our last ground

The_Albertino

AMD what are you doing

unknownnoname2424

Told regards to buy overnight RIOT CLSK MARA BITF HIVE and RIOT is 12%... Still has room to jump with AMD AI HPC contract. Easy $30+ by end of month potentially.

TheoryInttro

Why is everything except AMD going the wrong way? I am unused to being rescued by Lisa Su.

TheGraeme95

Come on AMD, stop the cap

havntmadeityet

Selling all my AMD and buying more AMPX

gamersEmpire

AMD 🙌💎

FUBOSOFI

I just sold off my Roth TSM because I don’t trust Gyna. Trimmed my AMD. Holding my GOOG until the heat death of the universe or retirement

gopoohgo

😡 you better not collapse on me again, AMD

andytobbles

Everybody talking about MU while AMD Is quietly waking up..just broke out with massive volume of a channel and is just getting started

BreedingofRivia

I’m using tiger 🤣and my biggest winner is AMD too

InternationalAge5880

AMD leaps printing off TSM earnings

Slabbed1738

Calls on AMD and Nvidia 

InternetSlave

AMD was pumping hard today. Ended up giving most of it back 😑

_pout_

lol aftermarket acting like AMD's going to pop after that selloff.

RoverV

Puts going the wrong way? The thing you’re forgetting is a) the people investing enough to make markets move have more money than ever and b) some of the largest companies in the US have been muzzled for months. Look at Nvidia’s volume today. Google and AMD are already flying. Something’s brewing.

Not69Batman

TSMC manufactures for everyone: Apple, Nvidia, Broadcom (Google TPUs/Meta ASICs), MediaTek, Qualcomm, AMD, Intel, Marvell (Amazon Trainium) and Sony. If a conflict in Taiwan takes TSMC offline, the entire global tech sector collapses. We will also have bigger problems to worry about with the geopolitical fallout and WWIII looming.

bitflag

Indeed it's not easy but there have been several people in the field already (Google's TPU, Cerebra, AMD) and more are coming in. It's unavoidable that very high margins will attract competition. Nvidia has the CUDA moat to help fend off that competition but it's not ironclad, especially if using something else comes with a significant cost saving. The fact that Google's latest Gemini was entirely trained on TPU and now runs on it shows that Nvidia can be replaced and might have to reduce margins at some point.

tacticalangus

Yes, in fact most people use Intel mobile products. They make up over 78% of the mobile PC market. Last year, Intel's Lunar Lake already was far better than AMD in battery life and had a superior GPU but it was made at TSMC and had an unfavorible cost structure and lacked MT performance. Panther Lake will trounce AMD's Gorgon Point across the board in ST, MT and GPU performance while having much better battery life. PTL is also made on Intel 18A so Intel should get some margin stacking benefits. Might want to check your facts before posting nonsense.

ouicavamerci

$AMD

le_pedal

Would anyone buy AMD calls now

Yul_B_Alwright

I bought puts at when it was over $50 lol, whole semi sector weak. Think TSM was exit liquidity rally. Its what I was waiting for. AMD too.

Ok-Tonight2623

I'm going with SNDK, AMD, TSMC, INTEL.

Longjumping_Steak724

!banbet AMD 255 28d

_pout_

AMD happened because of disgruntled bagholders like me who bought before the tech stock crash in October / November and haven't seen a rebound since. I finally have my money back after it was in a chastity belt for three months.

Wowmuchrya

AMD had 15 red candles in a row bro I can’t 🤣

Yul_B_Alwright

I got INTC puts today 😅, AMD too.

igotthis_man

Wtf happened to AMD straight down is crazy??

The_Albertino

What the fuck happened to AMD? I have never seen a stock slide $10 without a single bounce. Had to be some collossal trade executed over hours

TheoryInttro

Can't believe AMD saved my day from Google.

Memento_mori9608

lmao AMD’s chart with the grand canyon energy

IDrinkSulfuricAcid

No way my port ends today red right? After all the AMD pum- oh right it's advanced money destroyer.

Memento_mori9608

Cashed out of AMD at the very top, rode it from $200 to $236

Natharius

Looks at his AMD and Nvidia shares 🤑

coldtacomeat

Thinking about some AMD monthly calls right now. Is this regarded?

ConcentrateSea5895

Im buying AMD shares here fuck it, dippy dip dip

Background-Post-1048

Don’t know why you get a downvote on a degen sub but I had the same thing happen with INTC and AMD been slowly eroding it away ever since

The_Albertino

Jesus why did I try to scalp AMD at 233

Holydude123

Classic AMD. Glad I sold it when at +7% today

thatsmymayo

Why did AMD crash from ath in October?

IDrinkSulfuricAcid

It's so tragic watching AMD bleed out like that lmao. I really thought this stock would actually be good for once. Whatever, chilling at sub 200 entry

Sober_Alcoholic_

You know what AMD stands for right?

The_Albertino

I tried to scalp AMD FML

_pout_

AMD back to 200 by the end of the day. As it should be. Glad I took my money back from them. Holding their bags was making me ill.

Autistic-Bot

https://preview.redd.it/u3mypf6tmkdg1.jpeg?width=625&format=pjpg&auto=webp&s=34b96f44d74a2e334b475b8ba4ae6140354cc3e5 $AMD $CRWV

le_pedal

AMD $233 RKLB $92 BTC $97K and people are commenting shit like "the crash is just getting started"