AMD

STanDiskPositive

Sue Bae selling AMD like a dumb bitch

Reopens

I don't know if I even want to support Nvidia/AMD after this crap they have pulled though

Chocobops

Told you guys AMD was cooked.... If the market didn't bounce at close, what exactly are you hoping will save us tomorrow? Unemployment? Topkek

Feisty_Appointment13

Got a question for ppl in the thread - Isn't it almost always better to just buy the ETF rather than trying to pick individual stocks like Nvidia or AMD? It seems like trying to pick single winners just to maximize profits is risky, and the ETF gives you a piece of everything anyway. Does individual stock picking actually make that big of a difference in the long run?

Samjabr

holy hell, AMD is $400? Wasnt it almost $600 five minutes ago?

Diebearz

what did you find that was so bad in the SMCI/AMD reports?

SirBuysHighALott

AMD went from +20% after earnings to wiping that out to doing another 20% drop. Rollercoaster.

Kind_Initiative_7567

Tomorrow looks like a terrible day , shits beyond fkd , went with 350p on AMD at EOD

piles_of_plastics

I don't know what I'd call industry wide 1.9T dollar spend for only 972B in revenue return other than grossly unprofitable. The data is all there that AI is already failing miserably to make a profit with the only profitable companies with it being Nvidia, AMD and Micron the ones selling the equipment.

SnooGoats4989

I bought AMD and Nvdia at the close yesterday hope your buys go much better than mine 24 hours before!

philwee

The only one that recover will be AMD and Nvidia. Everyone else cooooooooked

Specialist_Exam_8433

I think ARM and QCOM are going to soar tomorrow and next year. Will outperform INTC and AMD

M1BG

Gonna hold AMD overnight. PLS PRAY 4 ME.

DaDude_81

I am thinking of buying into the biggest losers (i.e. AMD) today to utilize the potential

GoldenParrot456

full port into AMD tomorrow

Bloodedark

I'm still up like 100% right now holding AMD. will be happy to see them go back to 200 so I can buy more.

LAST_NIGHT_WAS_WEIRD

There was a .com bust when I was using the internet everyday too. TLDR; buy and hold big names (NVDA, AMD, MU) and dump the nonsense (CRWV, NBIS, IONQ, SOUN, etc)

scriptmonkey420

AMD down 15% just today :-(

bubblegum-rose

The entire stock market is held up by the game of financial make-believe that the hyperscalers are playing. It doesn’t make sense for there to be ANY winners right now. AMD was still a loser, Intel was just a boatload of used tampons in comparison

gbsparks

Buy low, sell high. There should be some real bargains in the near future. During the early days of the pandemic, AMD was at $5.00 a share.

ComprehensiveKiwi489

Bought some AMD and MU at their low's today - Debating whether to get out with the quick profit. However, these stocks are still severely damaged.

Thatsnasty2

I'm not saying it can't bounce back, but AMD and many other tech stocks are crazy overvalued, and if you touch them it's entirely possibly they will never reach that level again, or not for a very long time. There's a ton of copium saying it's just a dip, but who knows.

hypespud

Sold out of ai with AMD out at 612 Feeling hella good right now Rotated to some outside of us traditional media snd tech stuff and have done very well 🥹 Just lucky I decided to bail when I did, my original AMD buy was 125

MetalSufficient9522

META, no way. They are on the down slope in tech. They are disliked. AMD, yes.

ethereal3xp

Just how sandisk and AMD did recently...yet getting crushed?

spellbadgrammargood

My AMD puts were -70% like 2 days ago now they are up +33%.. *feels good*

verified-trader

**BanBet Lost** — /u/NiceOwner (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $506.24 → $600.00 | +18.5% | 2w | Lost |

Stockholm86er

I'm up 30% this year still with this dump. I'm into GOOGL and AMD then just index funds. But I work in the industry and there is no stopping the AI train right now. If we don't take the lead someone else does it for us. I'd rather it be us than China or Russia. AI is like the internet, it was developed by the military and then used for the greater good of humanity (ARPANET). Every military complex around the globe see it's value so if we don't want to be at the forefront of creating the technology we will be forced to adopt it to defend ourselves against it. Do you see what I mean?

Methodical_Science

On NVIDIAs dominance with CUDA: ROCm on AMD and OpenAPI on Intel have made great improvements in platform maturity. Metal on Apple has been fantastic as well, but none of them are at CUDA's level yet, especially for training and research. Local hosting will allow "good enough" platforms to gain a competitive advantage over CUDA's technical dominance. It’s possible in the future with a major shift to local hosting that cost, memory capacity, and convenience will matter more to buyers than CUDA's technical lead. Apple certainly has a lot of promise as a competitor. Metal running on massive amounts of unified memory is well established on the consumer and small business side, though without datacenter hardware, Apple's reach likely stops at the workstation. AMD competes with Apple in unified memory for local AI, but it's split between that race and taking on NVIDIA directly with its discrete datacenter and workstation GPUs. Intel is taking somewhat of a novel approach. With Crescent Island, it's targeting enterprises with cheaper laptop-class LPDDR5X memory to put large amounts of memory on a discrete GPU, trading peak bandwidth for capacity. Intel seems to be positioning itself as the "value" enterprise and workstation option. It won't take over the market, but I expect it to expand Intel's market share, depending on execution and continued investment in oneAPI and OpenVINO (they do appear hard at work and committed to this).

FewWait38

AMD is up hundreds of percent this year while Sony has been beaten down in the same time frame, that's the difference

spellbadgrammargood

My NVDA and AMD puts were getting fucked the past 2-3 months, legit down -70%+, but now they are even or green.. *fuck yeaahhhhhhhh*

Jealous_Tea2231

$AMD holy shit

One_Patience_3039

I mean. I don't think intel was a great company before AI boom. Not saying it didn't start just that intel itself in an arguably shitty state especially compared to AMD

cuteman

> YOU want it to go up. Picks? So I can buy puts. I want your stocks to go down. Apple, NVIDIA, Meta, Google, AMD, TSMC, Micron, Tesla, SpaceX Go for it!

AldrichOfAlbion

Definitely. For anyone with a spare 50k definitely buy AMD or maybe Micron. You are in gold territory right now. I wish my 200k wasnt tied up in fuckin spacex, im down like 50 fuckin percent xD AMD just had a great quarter and before the Dems won, their stock was going up again. I know it seems crazy but you should definitely buy now, even a small part of your portfolio.

Fractious_Cactus

For all we know the major losses in the big AI states is really what it comes down to more than even senate/house control.  I dunno, but I thought the prices were too high anyway. I welcome the pullback and collapse in the speculative AI stocks and cyclical earnings of semiconductors/build out companies. I thought midterms we'd rally regardless since it'd be behind us. AMD is the only AI stock I'm getting interested in adding to here. I wouldnt touch any build out construction stocks

teflondon14

Im just trying to figure out what to do at this point. Im down $120k since June. I have $100k invested in 30 AI stocks.... all of them are now at a loss. Typical names... MU, Seagate, AMD, Dell, Lam, MRVL, etc. Do I sell now and buy back after the Dems get sworn in or do we have any chance of recovering at leZt some between now and then?

arbitraryalien

So is Nvidia one of the ones that won't persist? Broadcom? AMD? Google? Amazon? Meta? There is widespread, indiscriminate selling. Many AI companies aren't trading at lofty valuations. The few im invested in are currently trading at like 1.7x book value. They've crashed 40%+ over the past month. Meanwhile the underlying businesses are actually relatively strong. Ironically, the mag7 are the ones that are the most exposed. Sure, there are shitty AI companies that will die. 100%. But the market has shed $2T+ dollars today. The shitty AI companies have valuations in the tens of billions max. They physically can not have this large of an impact on the market even if they did fail. The dotcom bubble failed because no one figured out how to monetize the technology. The companies monetizing AI are the same companies that survived the dotcom bubble.

Then-Kaleidoscope520

So this sell off that isn’t just today or based on the midterms is irrational but AMD going from $200 to $550, in less than a month, was perfectly rational?

pmoO0

I bought very small call positions in spy, Nvidia and AMD. I will not touch Intel. It's a very small position, expiry 12/4 for all of them.

McOmghall

AMD made useful shit before AI, they'll be fine.

SirPanic12

Reminder that AMD is still up 93% YTD. There’s way more room to fall

CEOofBeanz

I’m already up 322% on AMD with no short-term agenda. The rebound cannot be caught, it will be too fast.

FreshHamster

$AMD 600c 12/11 is this regarded?

Bubbly_Ad2269

AMD will go bankrupt, it's done

Im_Still_Here12

Since when is AMD AI?

redpandaeater

After AMD dropped the terrible MSRP of their latest video cards February of last year and continued the idiotic trend of Nvidia - $50 I actually just completely discarded the idea of upgrading my computer and put that money into $AMD instead. Granted I'd already had some money in them, but they were around $100 at the time. Kind of annoyed a few months back they barely dipped below $500 for not even a full day and triggered my stop loss to sell $25k worth, but given I didn't sell anymore when they were over $600 and they're now at just over $400 after a huge hit today I'm still overall glad I locked in some gains.

doomedtocrumble

Bruh OpenAI better give NVDA 500 billion who then gives it to Cisco who then gives it AMD who then gives it to OpenAI right mf now

Prax150

Nevertheless you still compared Sony to AMD and ignored everything else I said.

Xenonite_Fox

The comparison is more apt for Fairchild Semiconductors. Intel, AMD, Sequoia and many others are children of that first company that industrialised integrated circuits

verified-trader

**BanBet Lost** — /u/CaptainParley1 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $483.58 → $395.00 | -18.3% | 3d | Lost |

imransilvake

MU, Sandisk, STRL, AMD all heavy down. I hope its time for a big rebound soon.

AccomplishedAd2792

Forrrreal. I just went to look at the "bloodbath". AMD is still up 60% this year lol.

maawpz

Nvidia going for 150, MU 200 and AMD 300

Party-Inspection-763

AMD will go sub 200 when the AI party is over, this might not be it but it could happen in the next 18 months. I have made 20% buying BRKB that is a amazing gain, I don't see the benefit of buying the dip in a company like AMD where it was a 100-0150 dollar stock for years. They dont have the earnings so the price will fall in a real selloff. This is not a real selloff yet.

Jets237

AMD 😱

Yada-Yada-Yadda

Gotta ask Grok * Not a broad crash—yesterday's post-midterm rally (Dems sweeping Congress) is fading fast. Chip/AI stocks are leading the drop on fears of tighter data-center rules plus Qualcomm's weak outlook from memory shortages. Nasdaq off \~3%, with AMD, MU, NVDA and peers deep in the red.

G0D5M0N3Y

I had people i know buying AMD and Intel at XXX p/e ratio. They are allllll paying for it now. I always looks stupid at first. But i laugh last.

aftherith

I may not have to roll my AMD 12/27 175 strike covered call after all.

Odd-Letter-3757

When are yall buying NVDA or AMD

Happy-Champion1661

YTD returns as of today: NVDA red, INTC +45%, AMD +95%, MU +150%. Seems like the semis bubble has finally popped. Honestly mkt looks healthy. The only shit thats insane is GOOG/META being red 10% and stuff like $APP/$RDDT being also still dead

LtUnsolicitedAdvice

> I'm looking at Nvidia, MU and AMD. I feel all 3 are much more insulated from the debt fueled mania that CoreWeave and others face. Right now chips are being built faster than data center infra. If data center building stops or slows down, inventory will start piling up. And that is not good if you are hardware company who's valuation is built on supply chain crunch. No one wants to be left holding cyclical stocks when the music stops playing.

BLVCKWRAITHS

When $AMD was up +10% on earnings after market to slide -29% on nothing….. that tells you all you need to know. Likely a buying opportunity - but more pain is possible. Nasdaq is holding the Aug lows. Also “AI isn’t profitable” may want to check Anthropics S1 and customer spend/saturation trends

pmoO0

I bet we close at the low today However, smart people shut up and position themselves already. You don't have to go all-in. Unless you have no funds and play the 0dte game. My hunch is: spy 725, Nvidia 168, AMD 385 Not today, probably not tomorrow, but early next week.

M1BG

Been holding AMD for 5 years but I might sell later today...

Ok-Indication-3754

Max pain still to come and to think I dumped my AMD $350 puts

Ok-Indication-3754

Can I have my AMD 350 puts back?

TX_NY25

overreaction on some names but valid on others. Hyperscalers are golden. A forced digestion period and a temporary slowdown in the massive Capex spend is exactly what they need. They'll be able to focus on monetization of their current data center assets and the completion of buildouts in the pipeline. They also need to work on the CPU pivot for agentic AI. ARM is completely mispriced as it's getting hammered like a semiconductor when it stands to benefit directly from the CPU pivot which is still in its early stages. NVDA is tough to price. They've got legacy revenue with GPUs, software/hardware lockin due to NVLink, etc, and their actively looking to capitalize on the CPU pivot. AMD will print with their CPUs as well. Pure Semiconductors are going to semiconductor. They're cyclical.

highchillerdeluxe

> exceeded expectations Funny you mention that because that's exactly what AMD also did. It even significantly exceeded expectations. My point is not to compare AMD with Sony. I know all that. My point is that earning reports don't have the big effect when the macro market is against (or for) you.

Street-Entertainer-2

My portfolio: $5k NVDA, $6K SPCX, $5k SPY, $2K QQQ, $3K AMD, $4K RTX, $1K INTL

Strong_Intuition

I would allocate 5% into OTM calls on SPY, put the rest in AI stocks because they're gonna come rushing back. Especially $CLS, Celestica. They just posted 83% earnings beat, and guided for 100% growth next year. Partners with GOOG, AVGO, AMD (Helios chip).

Kind_Initiative_7567

Maybe getting a few AMD 360p for tomorow in case the bottom falls off

Cuberdon75

What on earth did poor AMD do to justify crashing out 16%?? 🫠

MaxDisdain

The PE is a trap there, as soon as the guys buying that hardware start folding and imploding the PE of MU will skyrocket. The guys that can still buy it are not gonna accept 80% margin prices anymore if there is no other buyers. NVIDIA is the same, AMD is even more fucked with their high PE

GoldBlueberryy

short SPCX, AMD, CRWD, SKHY. Im sitting so PRETTY right now

Mundane-Dirt-4077

I remember the semi people laughing at goog last week and semis are down even more now (AMD,  MU)

Prax150

They're in completely different sectors with completely different expectations. AMD is a semiconductors company, there is a lot of uncertainty and fear in the AI/chip trade. Sony sells electronics which are reliant on chips but they nevertheless exceeded expectations thanks to several tangible and quantifiable factors, and they're optimistic for the rest of the year. There is always a reason for a market reaction, even if it might not make sense at first. It might not even make sense when you dig into it, but there's always a reason.

Miserable-Trash9430

Imagine everyone and their grandmother predicted a blue tsunami and Suzy goes "AMD is a datacenter company".

bad_detectiv3

I need to understand where to rotate to? I’m scared right now with my shit buy on SOXX AMD and NVDA

BryanSerpas

YOU want it to go up. Picks? So I can buy puts. I want your stocks to go down. No joke though I made money off AMD puts today while a friend is losing a ton of gains off shares Zero sum game homie

C-X

Gg AMD 360 by EOW!!! BUY PUTS

Equireason

AMD getting crushed after a record quarter is about the next few quarters, not the print. Data center was up 97% YoY. The real fight is whether that growth rate survives once the easy AI buildout comps fade.

idkparth

Neither you nor the AMD holder can find a buyer today

New-Storage-6864

So are my AMD 560 and 650 calls for Feb 17th fucked or what. Do I cut my losses?

Individual-Motor-167

No interest. AMD price target 150 to 200. Nvda 80. Meta 300. Long way to go and I'm not buying a knife.

John_Galtt

And despite the 32% drop, AMD has a forward P/E that is almost double that of Sony.

ArmedWithBars

Ooof :( I just invest like a boomer. Throw money in and check back 10yrs later to see what's up. The last time I checked my AMD holdings prior to recently was when it was like $160/share lol.

deckard1980

Sold all my UNH and topped up AMD.

bigbuck80

AMD calls today

highchillerdeluxe

AMD reported a better earning and is down 32% this month.

highchillerdeluxe

OK so let me give it a shot. AMD crushes market expectations right? So... Naturally it's down 32% in one month... I wish I was joking.

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $460.00 (above) | $426.38 | +7.9% | Thu, Nov 19, 11:34 AM ET |

Tim_Riggins_

!banbet AMD $460 2w

Schwimmbo

Think long-term. Go listen to their call and make your projections based on that. Unless we actually stop building data centers after the democratic sweep, AMD is going to be more profitable than ever.

ArmedWithBars

Fucking clown world stock market. AMD absolutely bending Intel over to rawdog it to the hilt. Q3 slam dunk with with data center revenue doubling......stock dumps double digit %. Nothing is every priced in because nothing ever makes sense.

FlounderLegitimate45

Holy poop. I woke up right at 9, didn’t even bother checking my port. AMD puts were up 1000% I had to settle for a 500% exit. Gay bers

CEOofBeanz

Who sold AMD at 403.71?

ItLooksLikeFun

Mostly nvda, AMD, Sndk, Mu, ai stocks (apld, nbis), pltr, aapl, intc, some fig..

pm_me_yo_creditscore

https://preview.redd.it/ty9je0mvjtzh1.png?width=750&format=png&auto=webp&s=eba1f83ec7eab9a0c3a5343a9657cea195f5fb09 AMD down 69. The real momma Su.

Jets237

ok good, AMD only down 14% now. phew 😢