AMD

Informal-Lime6396

> Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough). Please explain

Soundsgoood5

I sold CAT at 800, a week later it went to 900. I sold GOOGL at 350, a week later it went to 400. I sold AMD at 420, a week later it went to 460. I sold CRWD at 600, a week later it went to 700. (And before you ask, I'm probably selling a small amount of MU when it gets back to 800.)

fatheadlifter

Given that OP's post is clearly wrong/a mess, I decided to have AI analyze all the ways in which it fails. ChatGPT 5.5-Thinking model to the rescue: "Yeah, this post is a mess. There are a few **plausible directional ideas** buried in it — Google is strong, TPUs matter, ROCm is improving — but the conclusions are mostly sloppy. Here’s what’s wrong. # 1. “OpenAI sets the cadence of AI progress” is too simplistic OpenAI is still one of the main pace-setters, but not *the* pace-setter. Google, Anthropic, xAI, Meta, DeepSeek, Mistral, and others all push the frontier in different directions. Even Google’s own latest Gemini 3.5 Flash model card shows a mixed picture: Gemini beats GPT-5.5 on some tool/workflow benchmarks, but GPT-5.5 beats it on others like Terminal-bench coding. There isn’t one clean winner. So the post starts with a fake binary: “OpenAI now, Google later.” Reality is messier. # 2. “Closed architecture of OpenAI and Nvidia GPUs” is confused OpenAI and Nvidia are not the same kind of “closed.” OpenAI is closed-weight model/software access. Nvidia sells hardware broadly and has a massive developer software platform around CUDA. Google’s Gemini is also mostly closed. Google TPUs are also proprietary Google-designed ASICs made available through Google Cloud, not some open hardware commons. Google describes Cloud TPU as a Google Cloud web service for Google’s custom-developed ASICs. So saying the future is “open-sourced hardware TPUs and software Gemini” is just wrong. # 3. TPUs are not “open-source hardware” This is probably the dumbest sentence in the post. TPUs are **Google proprietary custom ASICs**. They are not open-source hardware in the normal sense. You generally access them through Google Cloud, not by buying open TPU boards and plugging them into your own cluster like commodity GPUs. Google is absolutely doing impressive TPU work, especially Ironwood for inference, but “open-sourced hardware” is fantasy-land wording. Google says Ironwood is its seventh-generation custom TPU and purpose-built for large-scale inference. # 4. Gemini is not “open-source software” Gemini is not open-source. Google has **Gemma** open-weight models. Gemini is the closed/proprietary frontier family. Conflating Gemini with open source is like saying iOS is open source because WebKit exists. Cute, but no. # 5. Hyperscalers are not abandoning Nvidia They are diversifying. Big difference. Google uses TPUs. Amazon has Trainium. Microsoft has Maia. Meta has MTIA. But they are all still heavily using Nvidia because Nvidia remains the default general-purpose AI accelerator ecosystem. CUDA is not just “a programming language.” Nvidia’s own CUDA Toolkit includes libraries, debugging tools, optimization tools, compilers, and runtime components used across embedded systems, workstations, data centers, cloud, and supercomputers. The post treats CUDA like a moat that magically decays. In reality, software moats decay slowly because they are made of tools, libraries, engineers, deployment patterns, bugs already solved, and institutional muscle memory. Very boring. Very powerful. # 6. “Sovereign nations will abandon Nvidia GPUs” is unsupported Sovereign AI projects want supply diversity, control, and national infrastructure. That does not automatically mean “no Nvidia.” In many cases, Nvidia is exactly what they buy because it is available, performant, and supported. Could some sovereign compute shift to custom silicon, AMD, or local chips? Sure. But “abandon Nvidia” is Reddit astrology unless backed by actual procurement data. # 7. “Large corporates will abandon OpenAI” is also too strong Enterprises are multi-vendor. They use OpenAI, Google, Anthropic, Microsoft, AWS, open models, internal models, and whatever is cheapest/safest/good enough for the workload. Google has massive distribution through Workspace, Android, Search, Gmail, YouTube, and Cloud. That’s real. But it doesn’t imply OpenAI disappears. It implies fragmentation. # 8. “Gemini has unique training data: Gmail + YouTube” is partly wrong and potentially backwards YouTube as an ecosystem/data advantage? Plausible. Gmail as training data? That’s a red flag. Google explicitly says Workspace data, including emails and documents, is not used to train or improve Gemini/Search/other underlying models without permission. Google also says Gemini in Gmail does not train foundational models on personal emails and only processes inbox data for specific requested tasks. So if the poster is saying “Google trains Gemini on your Gmail,” that’s not supported by Google’s public policy. # 9. “Gemini is neutral” is laughably overconfident No major LLM is “neutral.” They all have safety layers, RLHF/RLAIF tuning, policy choices, refusals, cultural assumptions, and product incentives. Also, Gemini has had very public bias controversies, especially the 2024 image-generation fiasco where Google paused human image generation after outputs involving historically inaccurate diversity overcorrections. Google’s own CEO acknowledged problems with the model’s responses. So “Grok biased, Gemini neutral” is just team-sports nonsense. # 10. “Closed LLMs like Grok are notoriously biased” is selective Grok may have bias issues. So do Gemini, ChatGPT, Claude, Llama-based systems, etc. Bias is not a closed-vs-open issue. Open models can be biased. Closed models can be biased. The difference is auditability, controllability, deployment flexibility, and provider policy — not magical neutrality. # 11. “CUDA moat will topple Nvidia” is backwards A moat can shrink, but it does not usually cause the castle to collapse. CUDA’s dominance is one reason Nvidia has been so durable. ROCm getting better is real. AMD has improved. But “good enough” has to be good enough across training, inference, libraries, distributed systems, debugging, deployment, model kernels, support, cloud availability, and enterprise procurement. That is a lot more than “PyTorch runs now, bro.” # 12. ROCm helps AMD more than Google The post jumps from “Google TPUs/Gemini win” to “AMD ROCm is getting good enough.” Those are different competitive vectors. ROCm is AMD’s Nvidia alternative. TPUs are Google’s custom accelerator path. If ROCm wins, that does not automatically mean Google wins. If TPUs win, that does not automatically mean AMD wins. It’s like saying Ford will beat Tesla because Toyota’s hybrids are good. Related industry, wrong causal chain. # 13. Nvidia’s advantage is not only CUDA Nvidia’s moat includes: * GPUs/accelerators * CUDA * cuDNN, TensorRT, NCCL, Triton, NIM, etc. * networking/interconnect * full racks/systems like GB200/NVL * supply chain * developer familiarity * cloud availability * enterprise support * fast model/framework optimization CUDA is the headline, not the whole machine. # 14. Google can win parts of AI without “beating OpenAI and Nvidia” This is the biggest conceptual mistake. Google can be a huge AI winner through Search, Ads, Cloud, Workspace, Android, YouTube, Gemini subscriptions, agents, and TPUs. That does **not** require OpenAI losing. It does **not** require Nvidia collapsing. It does **not** require CUDA failing. It does **not** require TPUs becoming open-source. Multiple companies can win because AI demand is enormous. # 15. The “Google AI complex” thesis ignores customer preference Developers and companies often want portability. Nvidia GPUs are everywhere: AWS, Azure, Google Cloud, Oracle, CoreWeave, on-prem clusters, national labs, enterprise data centers. TPUs are powerful, but they tie you more closely to Google’s ecosystem. That may be great for some workloads, especially Google-native users. But it is not automatically better for everyone. # 16. It ignores Nvidia’s role in serving OpenAI itself OpenAI’s GPT-5.5 page explicitly says the model is built and served on Nvidia GB200 NVL72 systems. So the “OpenAI vs Nvidia vs Google” framing is goofy. OpenAI and Nvidia are deeply linked, but Nvidia also sells to Google Cloud, xAI, Meta, sovereign projects, enterprises, and basically everyone else who wants serious AI compute. # 17. “Gemini will beat OpenAI” depends on the metric On cost? Google may win many use cases. On Workspace integration? Google has a huge advantage. On Search distribution? Huge advantage. On frontier reasoning? Mixed. On coding? Mixed. On user preference? Mixed. On enterprise deployment? Mixed. Artificial Analysis recently ranked GPT-5.5 as leading on GDPval-AA, a benchmark for economically useful tasks, ahead of Claude Opus 4.7 and Gemini 3.1 Pro Preview. Google’s Gemini 3.5 Flash model card shows Gemini is very competitive, but not a clean “beats OpenAI” story across the board. # Bottom line The post is wrong because it turns a reasonable thesis — **Google is a serious AI winner and TPUs matter** — into a pile of overclaims: **TPUs are not open source. Gemini is not open source. Gemini is not neutral. Gmail is not simply training data. Hyperscalers are not abandoning Nvidia. ROCm does not equal Google. CUDA is not about to topple itself. And AI is not winner-take-all.** The better version of the thesis would be: > That version is sane. The Reddit version is finance-bro fan fiction with a TPU sticker on it." Sick burns from an LLM! I don't know why people are so worried that AI produces slop and is incorrect, when it's the humans we need to watch out for.

South_Mix5953

In high school I took part in a stock market simulation game which gave you a fixed amount of money virtually and let you invest it. I was a Warcraft nerd and had no idea of investment, so I bought all kinds of information technology stuff that I knew (Apple, Microsoft, AMD, Intel, Nvidia and Blizzard stocks IIRC). I did not do very well in the game because the timeframe was 3 months and my investments were to low risk. This was 20 years ago. If I just invested the little money I had back then in the stocks I selected, I would not have to work anymore today.

chili01

Did the same with AMD. Sold em at a profit because I thought, "Nvidia has split multiple times by now, what is AMD doing?!"

ihateduckface

I did the same thing but with AMD shares at $3. Sold 1000 to pay for a vacation to Mexico.

Tpk2893

Me and AMD 7 years ago.

CrAkKedOuT

Sometime I look back and see I had a lot of AMD at $9 then some Bitcoin at $500. 🥹

Scared-Signature-452

I am really worried about all my nasdaq stocks. Should I go to all cash for the next few months? does anyone have any suggestions -- I have MSFT, ASTS, META, ROKU, INTC, PLTR, AMD, RKLB

Specialist_Exam_8433

If there's a CPU shortage then why were earnings so mid? I mean when NVDA was blowing out earnings it was crazy, expectations were 20 billion and they would guide for 30 billion. Now we got AMD projecting 11 billion against 10 billion expected which sure is a beat but isn't like with NVDA.

Available-Coffee-700

Workspace is used by SMBS, enterprises use Microsoft products and software enterprises AWS and Azure. GCP goes well because there is huge demand for compute, but still behind AWS and Azure. Also there is no point in comparison between them for AI compute. All have Chips running at full capacity and will have for many years to come, are they gonna disclose how much of the GCP growth is coming due to Nvidia chips? Of course they won't, and sell the TPU story. On other news, nvidia chips saved elon musk bum business from IPO collapse as the 80% of spacex revenue is nvidia chips compute sold to anthropic. And who uses AMD? Zuck who orders every chip available and still doesn't know how to monetize their data centers

jonneh

Heads up bros, this wasn't on my radar > CEO Jensen Huang is set to deliver a keynote on June 1, one day before Computex 2026 opens, where the Arm-based Vera CPU’s advantages over x86 are expected to be highlighted > > GF Securities projects Vera will deliver 1.5x faster processing than Intel and AMD chips, with shipments reaching millions of units by fiscal 2028.

gigachad_destroyer

AMD last year around $100 - everybody was riding the NVDA hype train, to me it was obvious that AMD is a quality company with quality leadership and the only competition to NVDA. GOOG - basically the same idea, back thrn people thought ChatGPT was the runaway winner. And goog also had some legal issues that got resolved.

Dev_Im

Am I wrong? I don't think so. AMD is simply gaining traction because the industry needs an option B. They are far ahead of Nvidia and CUDA. You can't match the vertical ecosystem and integration of Nvidia in one day or a year. And most people still think that Nvidia will collapse once the chips inflows become a standard. I already told you the bigger picture. NVIDIA is doing the same that it did decades ago with CUDA. People have no clue, Nvidia will capture the bigger prize if physical AI becomes the standard.

Got_Engineers

I just don’t understand where all the monies coming from to even create this company like where the fuck does one and a half trillion dollars come from. Think that this company is larger than like some of the other biggest companies in the world. Or is supposed to be worth more than all these other established companies that have exist existed for decades. Or the companies that are the main producers of main components for data centers and AI shit. SpaceX , anthropic and openAI are supposed to have a market cap larger than Intel and AMD combined. Spacex, anthropic and openAI each are supposed to have a market cap larger than Micron, Sandisk, western digital and seagate combined lol. I can’t even say it with a straight face. Like wtf

point_of_you

Also bought INTC in the very low 20s. Only regret is that I sold some at $60 and $80 ...sadly I failed to buy AMD which was obviously gonna follow a similar trajectory

Nearby_Persimmon_649

on the plus side, Nvidia is not overvalued and might be one of the actual best long positions in the AI battlefield. Many other stocks will drop by a large amount eventually when supply catches up with them (I'm looking at you DRAM). AMD will probably drop a lot too once the AI craze peters out. I own a lot of AMD but I think people are buying it on pure speculation. It is over bought and over priced. Yes things are improving rapidly for AMD but NVDA seems to be stronger fundamentally

kim82352

> BREAKING: White House approves secret $9 billion request to acquire cutting-edge computer chips for U.S. spy agencies to deploy the latest AI models, according to the New York Times. > The C.I.A. and N.S.A. cannot fully deploy frontier AI models on classified systems due to a shortage of Nvidia's Grace Blackwell superchips. I guess that's calls on AMD, right?

Available-Coffee-700

Gemini is trash for serious work Zero enterprises pay Gemini Anthropic has committed to GCP including using their Nvidia GPUS Midjourney founder said the cause of missing the train was trying to use TPUs instead of sticking to Nvdia GPUs which caused missing one year of research Gemini is way behind Anthropic and OpenAI on serious AI work and only benchmax their LLMs for pumping their stock. They have zero market share on agentic coding. No one really knows if their LLMS are so unreliable because they they have chose to stick to TPUs, no one can even prove that they never used their own Nvidia chips training Gemini. Of course they will say that they only used their TPUs and both Google and Amazon contracts with Anthropic deliberately downplay Nvidia role in Claude and exaggerate their own chips, understandbly. They reality is they still pay tens of billions for nvidia chips, why not AMD? Google has done a massive pump almost tripling within a year with same fundamentals. You missed the train. PE currently is in historical highs, Microsoft is in historical lows. Investors keep exaggerating with zero inside info and domain expertise that has lead to massive sentiment drift from reality. The market is pricing in already That TPUs and aws chips are a serious competitor to Nvidia for 8 months now this is not news. The reality is Nvidia still has almost all market share on training and the majority of inference. Market is paying AMD 3x the premium for 2 times slower growth than Nvidia. Nvidia still grows 2 times faster than AMD while being 10 times bigger. It's been several years since AI boom has started where is AMD explosive growth? Why only no serious hyperscaler have bought AMD yet apart from Zuck who still doesn't really know what he is gonna do with all these data centers? Market is already delusional enough and almost no investor has serious AI expertise to know that Nvidia still has the 90% of market share and will have for many years to come.

AdOk3638

Fk that, all my wankers moved to AMD. LMAO🤌

SilentHuntah

> Bought AMD at $57 in 2022 when everyone was bearish on tech and semis. Doubled down and bought more at $88 in April of last year. I’m up nearly 600% on it. Always thought they were undervalued by investors and overlooked relative to nvidia. It was only a matter of time until investors saw the AI potential in AMD > > In hindsight I guess I should’ve went all in on SOXL too. I’d be +2000% I still think people were undervaluing AMD WAY too much either due to the PE ratio being high which admittedly was due to the Xilinx acquisition OR Nvidia's CUDA moat AI being tough to dig out.

Primary-Nebula-8907

AMD🚀

No_Database9822

I bought Micron at $170 a long time ago. Trumps trade war started and I was down on that and AMD for many months. When I finally broke even, I almost sold. I decided not to. I’m now up 600%+. Don’t sell.

Mmkeek

Yeah they have been struggling for many years and the BTC Treasury pivot most likely left many investors confused and disappointed. But the fact remains, the company was saved from delisting, they are growing in revenue and the numbers disclosed in filling and in earnings call prove it. They are turning around and as much as it won't sky rocket like Intel or AMD it sure as hell is undervalued as if this moment and very misspriced.

Majestic_Republic_45

I buy the “obvious winners”. Heavily invested in the Mag 7 (excluding Tesla). When they are down, I add more. When the market acts irrational I.e. Russia Ukraine war, liberation day, Iran war, I added a lot more. There are stocks that have done way better in this AI boom, but these are your “obvious winners” and deliver over the long haul. I did start a position in AMD 6 mos ago and was really lucky on that one. Now, I take profits, buildup my cash position, and I’m ready for the next buying opportunity

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

saab93boi

For me it was about disruptive themes. I'm always trying to stay a step ahead and have some exposure in some future theme. Obviously many don't pan out due to macro headwinds, being too early, or just lack of interest like cannabis and CRSPR. But buying at such low market caps your risk level is really low. On the other hand when the themes do take off, you look like a genius. During some time after COVID I had mapped out about 10 themes I really wanted. Included were space, quantum, and many of the parts of the AI build up. I usually try to choose 1 stock I think would do best. When the theme runs, they all usually do well so you win regardless. I jumped in RKLB at 3, QBTS at 1, and AMD in the 60s. Those have run hard and I've held on most. Only ones I've trimmed are QBTS because it still felt speculative to me. Those stocks have taught me to have more confidence in my conviction, so when I discovered NBIS, I decided to invest more this time around. I bought in the 20s/30s and have held every single share since. What helps for me is that I'm not much of a trader. I have a long term investing mindset and don't need to stare at the monitor all day watching every tick up and down. I buy, I hold and the payoff has been great. But I'm still holding some losers for a while as well like PATH and OUST (bought as VLDR).

Got_Engineers

I just don’t understand where all the buddies coming from to even create this company like where the fuck does one and a half trillion dollars come from. It breaks my brain thinking that this company is larger than like some of the other biggest companies in the world. Or is supposed to be worth more than all these other established companies that have exist existed for decades. SpaceX , anthropic and openAI are supposed to have a market cap larger than Intel and AMD combined. Spacex, anthropic and openAI each are supposed to have a market cap larger than Micron, Sandisk, western digital and seagate combined lol. I can’t even say it with a straight face. Like wtf

Level_Agent_2955

bro solid list you got here. a mix of "build the pickaxe" plays and pure speculation. here is my honest breakdown after tracking these. Quantum (IONQ & QBTS) — watchlist only for now. I know the growth numbers look insane like IONQ grew revenue 755% to $65M but they are still burning $330M a year. QBTS has weak sales too only $2.9M. The whole sector lives on government grants right now like the $2B quantum fund but these companies will be burning cash for years. Too risky to bet big on. Keep them on a watchlist. Palantir (PLTR) — solid but expensive. The business is growing fast 71% guidance for 2026 and earnings keep beating estimates. But the price is just too high. It trades at a P/E near 150 while NVDA trades at 41 despite similar growth rates. People call it the next Nvidia but the valuation leaves almost no room for error. A pullback would hurt. Broadcom (AVGO) — the real AI winner. This is the pick for me. AI revenue is exploding up 106% to $8.4B in Q1 alone with next quarter projected at $10.7B. Total revenue forecast at $22B for Q2 thats 47% annual growth. Citi called it the top semi pick for 2026 with a $500 target. Strong profitable business not just hype. TSMC (TSM) — the foundation of AI. TSMC builds everything for Nvidia Broadcom AMD. AI demand is "extremely robust". Shares are up 33% YTD. The only risk is margin pressure from overseas fab expansion and Taiwan geopolitics. A solid long term hold but maybe not the fastest grower. The Next Nvidia? Broadcom is the best positioned. It supplies all the hyperscalers unlike Nvidia which is more concentrated. Palantir valuation makes it hard to see Nvidia-like returns from here. I do my research with Runable just pulling financials and tracking analyst targets for all my picks. My take: Buy Broadcom. Hold TSMC. Watchlist Palantir. Skip quantum for now till they prove they can make money not just burn it.

1distancing

You’re so right! Nobody can predict the future, some probably lost money trying, but atleast some of the early winners admit they were partly betting and hoping the market would eventually agree with them. I’ve been looking into quantum computing stocks lately, but it’s hard for me relate to all the people buying Tesla, AMD, Nvidia, or APPLE early when those stocks were hated, because those companies were risky and unpopular but they were still selling real products and had some proof of demand.. With a lot of quantum names, it feels more like betting on a future industry before it’s clear who will actually make money from it. The trend might be real but picking the winner seems like a completely different level of risk and I don’t know what to do :))

Illustrious-Ad-8103

Going off stock price to explain why a company sucks is exactly why you have no idea what you are talking about, with that logic AMD is significantly better than NVIDIA

Signal-Shoe-6670

If you already own a global index fund and want some concentrated AI exposure, I’d personally rather own the infrastructure chokepoints than the speculative edge names. TSMC and ASML are interesting because they sit underneath almost the entire advanced compute stack. TSMC manufactures chips for Nvidia, Apple, Google, AMD, Broadcom, Amazon, etc. ASML supplies the EUV lithography machines required to produce leading-edge chips not just for TSMC, but also Intel, Samsung, Micron, SK hynix, and others. There are real risks (especially geopolitics with Taiwan), but these are deeply embedded, hard-to-replace companies with enormous technical and ecosystem moats, and expanding. That feels very different to me than betting on who wins speculative quantum computing 10 years from now.

SkepticalInvestor21

Nice timing on AMD! That's a solid accumulation strategy - buying in chunks like that reduces the FOMO of all-in entries and the regret of all-out exits. AMD's data center GPU ramp is the real story now, not just Ryzen. The MI300 series competing with Nvidia for AI inference workloads is what's driving institutional interest. You holding through earnings or planning to take some off before?

BottleMedium881

With only $3k, I’d be careful using weeklies on AMD/MU. They’re cheaper, but the decay and timing risk are brutal. Far OTM LEAPS can also be a trap because they need a huge move just to matter. If you’re bullish but capital-limited, look at defined-risk debit spreads or smaller position sizing. Don’t let expensive premiums push you into lottery tickets.

SkepticalInvestor21

This kind of rapid price hiking during the roadshow is actually a pretty bullish signal - it means institutional demand came in much stronger than the underwriters expected, and they're being conservative about leaving money on the table. That said, the IPO pop can be misleading. Look at where it trades 6-12 months after lockup expiration when early investors can exit. The valuation math still needs to work, and at these multiples Cerebras needs to execute flawlessly on a market that NVIDIA and AMD are fighting hard to protect.

1distancing

What about quantum stocks like $INFQ? a lot of people say the tech is still unproven, not commercially ready, and unsafe as an investment, basically it’s a bubble. Would you say that other stocks like AMD was viewed in a similar way back then? Considering they actually sold real products, or is quantum a totally different kind of risk?

Manodactyl

I bought 100 shares of AMD like 15 years ago at $3 because a co-worker of mine said he was shorting them. No other reason than that. Every time it would dip he would thank me for letting me borrow his shares. I think it got down to like $1.50 and I remember think to myself, well damn maybe he was right to be shorting them. Since they basically were worthless, I just chalked up the L and basically just left them alone. Just sold 25 shares last week.

SkepticalInvestor21

Solid analysis and smart decision. Those valuation multiples tell the whole story - 67x P/S is pricing in absolute perfection plus significant market share gains in an intensely competitive space with Nvidia, AMD, and Google all throwing massive resources at the problem. IPO day hype often masks the fundamental math. A company needs to grow into that valuation over many years with zero execution missteps. The institutional investors who got in at lower valuations in private rounds will be looking for exits. Worth watching where it trades after the lockup expires.

PeakFreakness

I typically buy stocks of actual products I use and see other people using. Back in 2010 I was building PC's with AMD and Nvidia components right along with everyone else I knew. Picked up 10,000 shares of AMD and about 2000 shares of nvda in 2010 and haven't sold a single share.

Ok_Release1625

I considered myself a beginner as an investor, but I bought 70 AMD stock at 105 ABP, I have invested 13k so far, so the conviction was really strong for me to put that much money on AMD. Basically I see the fundamentals of the company and the sector. A couple of things make me really convinced of betting that much. 1. AI for me is not a bubble per se. Its the internet all over again. As a user, I see the LLMs already reaching a point where its better than searching with google and faster, makes you save a lot of time researching, learning basics, help you to resolve some problem, etc. In the content production, is fast and decent. This alone means that people will use it even if it doesnt improve anymore, so adoption wise it will explode (still like less than 5% of population use it) 2. This will demand all the supply around it, from energy, minerals, infrastructure and hardware. Dont know what companies doing AI things will win and for now I dont care. 3. NVIDIA is the big player here, but at some point I figure, you wont need a Formula 1 to go from your house to the supermarket, cost-wise a fiat panda is probably better for that task, so any of the chip providers will see their revenue and demand increase at some point. 4. After learning models, someone will train some ai to do a thing only, even if its the stupidest thing, so inference and agentic economy will be a thing anyways. In this case AMD was focusing on inference: energy efficiency, chiplets, rack solutions to compete with nvidia and probably cpu demand also will rise. I run some projections on the stock playing with revenue growth, margins, eps, p/e and even in the worst case scenario I will double the money. Is also a healthy and well run company. There is even the hipothesis it will compete with nvidia, the hipothesis AI will get better and so on. So I just keep buying that stock every month like crazy. I still believe is a cheap stock running some projection forward incresing their revenue and margin numbers (which it will) so I think its going to a 1000. I could have used the same reasoning to see the memory play but I was too ignorant to know that. Im not a computer nerd. I hope I can find a new conviction like this soon.

poop-azz

I bought NVDA in 2016 at $28 and AMD (2016 too) because I loved computers and building them and also wanted to get into stocks. Everyone said AMD was ass trash and dead and don't even utter its name.....well if I knew what I know today about investing (aka HOLD) I'd be a multimillionaire. I also sold NVDA at $60 cuz I didn't know and amd I didn't hold cuz everyone said I was dumb basically. So jokes on me. So now I buy and hold even if small postion cuz it shows you no one knows jack shit even if they like to sound smart. Another one is my dad bought like 40,000 shares of plug power as a penny stock and then flipped it fast and it's funny cuz I recall PLUG went to almsot $100?

Dongkey_kong

My IRA is full port AMD. I had AMD when it was $70 but sold for HOOD and SOFI and that was working until it wasn’t lol

Capt1an_Cl0ck

Yeah, but it’s also weird when you look at AMD that was trading at 200 two months ago and is now at 470. And in video was trading at 180 two months ago and it’s just up to 220.

davof

Buy and hold. I sold AMD shares at a loss many many years ago, out of curiosity I went through my (very) old trades last week to see how much my AMD shares would worth today and it was close to 4.5 million. Although I am sure I would have sold them long ago for a much smaller profit. The only stocks that I seem to hold to the end are those that end up bankrupt.

Sad_Estimate_6342

Just remember these things: AMD Earnings = AMD pump, NVDA dump NVDA Earnings = AMD pump, NVDA dump INTC Earnings = AMD pump, INTC pump, NVDA dump

grandpa2390

I bought Nvidia because everyone wanted Nvidia, and then when the Crypto coins started taking off I saw, everyone wanted Nvidia. and then AI was starting to happen and everyone wanted Nvidia. so much that an entire country was not allowed to buy the best chips. so I just kept adding to my position. I didn't buy enough to become a millionaire, mind you And as Nvidia succeeded, I had enough conviction in the industry to buy other names like MU and AMD. Not enough to become a millionaire. But enough that it has allowed me to beat VTI and VOO had I bought that instead.

ZasdfUnreal

I bought AMD under $2. I was dying at the time and wanted to be wiped out financially because I hate my family and wanted them to fight over my assets after I was gone only to discover I had nothing. Turns out I lived, and so did AMD.

Saltlife_Junkie

About 4 wins and 7 losses. Puts on Friday the 15th won 11k. AMD calls I bought yesterday and held were huge. Also had qqq calls today

Official_Pine_Hills

AMD when it was under $5 because the first PC I built had an AMD k6-2 and had faith that they could turn things around because Intel needed a direct competitor.

honeybear3333

I bought AMD at 80 dollars per share because I thought NVDA was too high and I thought AMD had more room to grow.

bearhunter429

#Lord helps those who help themselves which is why I'm loaded in AMD. LMAO🤌

XA36

Bought AMD at around $4/share. I had really no idea what I was doing but thought they were too big to fail and held for years. I thought I made out like a bandit when I sold at $2X/share 😂. Kind of did, don't regret it, not touching it at this price now. Did this in my early 20s, then was poor enough for 10 years that I was buying used tires off marketplace and driving a car that burned almost a quart of oil per 1000 miles due to life circumstances but luckily never had to sell my shares. I also took hard losses cause I thought I was so smart but came out ahead on the dumb AMD trade that I had most my eggs in the basket on. It's important to understand that you can win big being stupid and lose big doing something relatively smart but knowing you're a small fish in a rigged game is most important.

Saltlife_Junkie

Agreed. I bought otm AMD calls 1DTE yesterday down 14 bucks. Regard here and cashed 15k this morning. Regarded move that worked.

Huge-Bee-9279

Doubtful. 5090s are not powering the data centers, it's just the highest grade gaming card and supply has been steady for a couple months with it. They can still charge whatever they want for it however in that segmant because Intel and AMD has chosen not to fight in the enthusiast range this generation. With the cancelation so far of the 50 Super Series, the 5090 will remain the top card until the 60 series. At which point they'll sundown 5080 and 5090 production months in advance just like they did with 40 series. Highly doubtful we see massive price decreases unless Nvidia literally has no choice.

bearhunter429

#AMD guy and bullrfuk are my lieutenants LMAO🤌

OnlyTheStrong2K19

Congrats! Now buy the stock! Fellow AMD investor here 👋🏽

Diathise

I bought Intel in Q3 2023 for a total book cost of CAD3.8k because i grew up always seeing the "Intel Inside" commercial on TV and on PC /Laptop cases which i thought was kind of cool. I had no idea the company was in deep financial trouble but i did know their CPUs were getting worse. Then Intel share price went bonkers which I don't remember how exactly low it went in my portfolio but it was thousands of dollars in the red. It was frustrating to see that but i remembered the saying of 'you have not lost or gained any money until you sold it' and I didn't need the money and with just this one simple reason, i ignored the reds for months by being patient until.... Lip Bu Tan got hired → Government of America invested in the company → The recent AI CPU news. It's now my 2nd biggest (200%) in terms of % return next to my AMD stock (253%) in my portfolio. In my finite years of investing experience, just be patient if you don't need the money and hold it. If it's in the red, it is a lesson for you, if it turns green some time later, good for you for being patient.

among_apes

MU in the 30s and 40s and AMD sub $10… still hold them.

MegaDuck71

Pick a philosophy and stick to it. For years. Mine is sell shovels in a gold rush. I don’t try to find the gold. I find the companies that sell the equipment. Unfortunately, my hedge to my shovel blew up and I’m way over ledgered on Nvidia and AMD. I made a play on TSM two years ago and that is doing well too. I literally didn’t look at my stock account since before the war with Iran. Recently looked at it and was half part WTF and happy.

ixvst01

Bought AMD at $57 in 2022 when everyone was bearish on tech and semis. I’m up nearly 600% on it. In hindsight I guess I should’ve went all in on SOXL too. I’d be +2000% 😂

Eazy-Eid

NVDA is old news. AMD UP.

OppositeReturn6256

Doubled your money in AMD, not crazy at all. Actually pretty solid pick with all AI hype going on right now. I'm curious what was your entry point - looks like you got it around $226 average cost which is decent timing

_rockthemike

Holy shit didn’t realize AMD got that expensive

momofuku18

AMD when it was still an underdog and the stock price was below $10 and even $5. They had their place in the computer industry and I knew they would survive eventually, especially after getting a big chunk of settlement cash from Intel. Too bad that I unloaded along the way as I doubled and tripled my money, but kept some and forgot about them until a few years back. I made some decent money, but not as much as I would have made if I just held onto them.

peachdinosaurs

Bought AMD in 2014 because I was working at an IOT startup and was seeing silicon become the key to all future technical advancement. Unfortunately I didn’t buy as much as I could have nor Nvidia until much later around COVID.

hftrobo9285

I want the same. I’m thinking at-the-money AMD calls 45DTE

aa73gc

I 60x shorted AMD after close toss. Currently 85% up. AMA

-Hovercorn-

I hope it works out for you with ASTS as it did with me and NVDA. Held it since 2012 and the gains have been staggering. Wish I had done the same with AMD (bought when it was 4.00), but I sold for what I thought was a great profit. Could've had another 100-bagger. Oh, well.

scriptmonkey420

My AMD stock is way up this year.

whenyournotdead

Made 130k with AMD, now I am down 130k with hood, am I retarded

user365735

Do you think AMD can get a 2 trillion dollar market cap by 2030? It's at 800billion while nvd is at 5tri. 

HarryBallZach812

AMD is out of it’s league

Apocalypse_Knight

I sold AMD at 2 bucks bro.

aa73gc

AMD going to create a whole new generation of bag holders and community members

Level10Retard

AMD is more diversified.

zg44

Hard to believe AMD is nearing $800bn market cap while NVDA is stuck at "only" 7x that number. NVDA actually looks cheap compared to everything else and I can't believe I'm saying that about a $5.5 trillion company.

Fine-Math-744

If you guys missed sandisk, AMD, WDC, then hop on to Navitas. Dont regret when you this in 3 or 4 digits 

wahiwahiwahoho

I the same issue and now RDDT is my bag, but this time, IM HOLDING. I have lost money on NBIS, RKLB, AMD by not being patient or breaking even. I am long on RDDT now.

tabrizzi

AMD, AXTI, QCOM, and several others disagree with you.

Saltlife_Junkie

I lost 550.00 on these. Bought AMD calls and made 15k this morning when I sold them. Posted earlier

Wrath_FMA

NVDA is a 6 Trillion dollar company that needs to do a lot to prove it can ever hit that valuation. While AMD does have a higher P/E ratio, it's also a lot more realistic for it to grow

RubAlarming3563

I still own 334 shares aside from the 100 ive got locked.. I disabled options 3 weeks ago. Ill be buying more AMD with the $33k 😭

Veshino99

I think you are forgetting what AMD can do in 1 week. Please zoom out. Lmfao you think it will hold this level? These big boys are cashing out on the longs and will change that shit real soon, there’s a reason why it’s called advanced money destroyer. I hit my bad on AMD and will never touch it again, shit is wack

AdOk3638

AMD will hit 600 before NVDA even hit 250, mark my words. LMAO🤌

MoistAbuelita

AMD has reached meme status atp

Puravida1904

AMD is still the baddest

Suspicious_Ad6172

AMD making NVDA look like a cuck

blabberboy

Quantum has too few commercially valuable applications (i.e. the revenue is too far out to be worth investing today). Go ask an expert in the field who is not employed at a quantum company or the current administration. What is worthwhile to invest in from this news is Global Foundries. As the high-tech foundries like TSMC focus their resources on meeting the high-end chip demand, there will be massive demand for these lower-end foundries like GFS and Texas Instruments. We already see surging demand in microcontrollers. Soon even Apple will struggle to get sufficient TSMC allocation once Nvidia, AMD, Broadcom, Google, Amazon, Microsoft, OpenAI, etc all begin offering TSMC long-term contracts for AI chips.

jerome-yellen

Where are all the AMD bears?

Spare-Capital-3347

Capital rotated from NVDA to AMD. NVDA always dies after earnings. Pick some up cheap if you can.

EidoStarFi

I mainly sell options, but I also love buying OTM leaps on stocks I am confident will go up, usually tech stocks. I have AMD 530 Call Jan-21-2028, that are up 438%, I am going to close this position soon. I typically enter into these when we have a pullback and set alerts on AMD, GOOG, NVDA, TSLA, etc. and other tech stocks that can have big moves fast. When they have a big price drop I enter the position, buy OTM (500+ days till expiration) Calls and wait...I find the hardest part is not holding when it's red....it's selling when it's very green and you still have 600+ days til expiration and you start to ask yourself, "but could it be greener"?!? Yes, yes it could...but take the money!! Always take the money!

Lucid_Chemist

How much higher can AMD go 👀

Prudent-Night-9340

NVIDIA has become what AMD used to be as a stock. Advanced Money Destroyer.

OldWonder5865

Imagine buying AMD here. They’ll lose most of their CPU market share and they have to give away shares in exchange for GPU purchase orders LMAO 🤌

veryveryuniquename5

AMD should just buy nvda at this point, its such an embarrassing company LMAO🤌

mags87

Nokia said AI in some BS press release and goes up 10% instantly. They should say they are looking to partner with AMD or Nvidia so it goes up 10x instead.

veryveryuniquename5

nvda guy fat fingered when he meant the realy nvda which is AMD LMAO🤌

Dust-Sea

Not NVDA, INTc and AMD running wild.

liikenneaksioma

never would had guessed AMD was still the bet

OneJellyfish5980

Damn just tell us lol I need to know. AMD?