AMD

Status-Net2947

Ofc I’m heavily invested in AMD and ANET

Ill-Ad1603

My USO calls printing but my AMD leaps in the toilet. Damn should’ve never bought after NVDA earnings. My bad for thinking things were turning around for AMD…

Left-Signature-5250

I guess I will find out lol - its not like its a lot of money.... I have a few May 15 options (MSFT, AMZN, AMD, SOFI) which amount to most of my port (\~€8400). And then I have this one CFD position which I just entered yesterday - 30x SEZL @ 74.43. My excess liquidity is still $755. I just got some notification that it is nearing the 10%. Whatever. I hvae no clue what exactly I am doing anyway, so might as well get forced to take a hit on that CFD position. Just hoping that everything calms down until these calls expire.... That would be a bit upsetting to lose it all

Virtual_Secretary_98

AMD buy the dip?

Mahrez-

AMD clearly going to be under 190

anonymernasenbaer

During covid i was sure biontech had all the deals already priced in because the revenue was publicly known but the stock kept going and going even though it was already clear that the pandemic was fading out. But when AMD beats earnings and drops like it always does it seems that this was actually priced in. So...¯\_(ツ)_/¯

mememan212

->AMD posts beat with huge guidance ->world ends

mememan212

fellow AMD chads when will it be our time

wilhelm96

Samsung and SK Hynix absolutely dominate KOSPI (and EWY) representing about 40% of the index. KOSPI has been soaring because of their basic duopoly in HBM3e and HBM4 memory for NVDA, AMD, AVGO, and custom GOOGL and AMZN GPUs. A disruption in power, even for a fraction of a second, destroys all the silicon being printed in the safe rooms in those foundries, causing massive delays, disrupting supply chains, etc. Korean sources about 70% of its LNG from Qatar. It has about a two week reserve and hasn’t sourced the LNG elsewhere yet so people are losing their shit. SK had a holiday yesterday so it’s only getting priced in now.

erichang

Most of people here do not know the company better than you, just hop over to r/AMD_Stock

Ereptile-Disruption

AMD vs MSFT, what's better? Both should lose me a good amount of money

Gutzzu

AMD call on open . It will dip

CanadianAbroad7

I think I’m gonna buy some AMD

Internal_Field5970

I remember telling you guys when silver was at 100 that it’s the AMD of metals and look who was right? I’m like the second coming of Bearhunter 🤌🏻

Crazy_Donkies

It is 100% calls on AMD tomorrow whether we drop or not.

Plisknoob

!banbet AMD 235 13d

Commercial_Horror204

AMD has limp d\*ck all the time

Mathguy200

How the fuck AMD is red while the world is green is beyond me….. Mostly because I fucking bought AMD calls …. FUCK

ebitdasga

Only tickers red for me today are AMD and SLV. AMD is red no matter what the market does. It will have one day a month where it pops off and just bleeds every day otherwise

productivehumantwo

Is max gain obtained by the stock going above $220, and you get you AMD stock called away? I am just learning about collars. Thanks!

enginvest

AMD back to AMD’ing. META deal pump erased completely 😩

CanadianAbroad7

So we buying AMD or what

Direct-Protection-81

All on black 22 or maybe Rolls Royce, maybe a safer bet considering their company values and long term delivery for the next 25 years I reckon it would be a safe place to park some of that money. The rest of the distribution I would place would be Microsoft, AMD, NBIS and maybe 500 dollars in MSTR for funsies.

CD274

Everybody up except AMD as is tradition

Mathguy200

AMD back to $215 now please

TimeTravelingChris

You know what AMD stands for right?

Mathguy200

Why did everything go back to Green except for AMD which is of course the only freaking thing I bought

Crazy_Donkies

No shot. All buyers will diversify between custom, AMD, and NVDA. Limits pricing power of NVDA and allows them to maximize usage of their assets for specific duties.

Mnmsaregood

AMD not even moving is hilarious

nesnayu

Could’ve bought anything at open and made money. Except AMD. Of course it’s what I bought

Mysterious_Ad6637

AMD is just in limbo

Ill-Ad1603

AMD piece of shit get back to 210 what a shitty fucking stock

Mathguy200

Almost bought SPY $682 when they were $2… But no I had to get AMD $197.5 weeklies instead… please new deal or merger

FraserValleyGuy77

AMD moves to the beat of it's own drum

silver0199

Checks AMD news: oh look, more good news! New products being released and some manufacturing coming stateside! AMD stock: Advanced money destroyer mode activated

Mysterious_Ad6637

What is up with AMD though I think it broke a level at 197

Left-Signature-5250

Just bought AMD 195c 05/15 - I think this might be good. Bottom of the range just hit, now we go above $200 again...

ThouOne

Scalped some AMD calls at $192.5, missed $190 & $191. Feel like shit.

wilhelm96

NVDA and MU pumping. Meanwhile AMD like nah bro, I’m gonna dump even harder

Mathguy200

What the fuck are you doing to my boy AMD?

le_pedal

I miss AMD $260 very, very much.

Mysterious_Ad6637

Nvdia green is wild but AMD is tanking

chromevfx

And AMD

LocalExamination6691

Yea I wanted to have a look at Mrvl! Was hoping to take some AMD profits and roll into Mrvl at some point... Lets see how that goes haha... I was long on MU, had an MU 130 strike leap I was holding for a year that expired in Sept 2025 right before it went ballistic. Just got the timing wrong sucked.

BinaryPulse01

I am watching AMD and AMZN.

PepinoCholula

BABA cheap af. AMD cheap af, AMZN cheap af. I mean after this whole war crap I am sure they will rebound.

RKO_Films

Bro. Nvidia isn't the only one who can make ASICs that can compute tensors. Go back on time and tell me how nobody's going to take IBM's market share, or how AMD can't compete against Intel. Bubbles pop. The dot com bubble burst. That doesn't mean the internet revolution wasn't real.

time-BW-product

Remember people thought intel would crush AMD in the processor market. Now AMD is the leader. This may take time but I wouldn’t count them point in the long run.

BAM_Spice_Weasel

I like AMD and have a couple shares under $100 It's a long term play for me, I think 5 years down the line I'll be very happy

MrLebouwski

AMD you tiny little shithead would you be so pleasant and go with the flow? Market is already recovering, FOLLOW NOW

VictoriaAutNihil

I own AMD, NVDA, AMAT; but the one I own that I've been adding to since 04/25 (owned it pre-tariff dip) is MRVL. Many analysts have them by 4th quarter 2027 at $150-60. Currently sitting at $82.

type_error

AMD don’t need no reason to go down… it just does

LocalExamination6691

Lol wishful thinking is 20 EPS for 2027 and 40 EPS by 2030 :) I'm just laying out the base case as explained by the CEO... And asking how these numbers can make sense. The growth laid out by AMD at their investors day, and reiterated after the Meta deal is frankly insane.

VictoriaAutNihil

Unless WWIII breaks out, I'll stick with a mix of stable blue chip tech and stable blue chip consumer staple stocks. AMD, AAPL, JNJ, KO like that.

Joe_From-Kokomo

A news announcement tomorrow might make this stock spring up from its current price, but right now, the risk is too high unless, as others point out, you already hold AMD and you want to keep it. I suggest you add the 50 day moving average line and the 150 day moving average lines to your charting tool (again, I use Tradevision, there is nothing better, but you can use a free one on your brokerage or go to Investing dot com and use that one, even Yahoo Finance). When your favorite stock is headed upward and its price is above both the 50 day and the 150 day MVA and it is in a bullish trend, THEN YOU BUY IT. Not when it is in a Bearish trend, as your only hope is a turnaround that may not happen.

Joe_From-Kokomo

Ok, here goes. I did a quick analysis using TradeVision, which is the trading and charting and news app that I use multiple X/hour every day for trading. My wife likes AMD, and it is a good solid company. DCA-ing it now might make sense. PROS: the price is down 12.15% from its most recent high. It is down 25% from its ATH. It is at $199.36 and is falling down to its SUPPORT level at $190.00. CONS: 1.) It is below its own 20 day MVA line. It is below its own 50 day MVA line. It is below its own 150 day MVA. That's bad. 2.) It fell 17% on Feb. 4th after Earnings. 3. ) Advanced Micro Devices CEO Says Not Forecasting Any Additional Revenue From Selling AI Chips To China Beyond $100M In Q1; Have Submitted Licenses To Ship MI325 AI Chip To China; Expect Total Addressable PC Market To Be Slightly Down In 2026 Due To Inflationary Pressures Of Memory Pricing This leads me to ask: is 17% too much? Or will it continue to fall? As the Support level is $190, I would wait. I hate to buy a stock and lose 5% and hold it for 6 months waiting for a turnaround, when there are so many other hot stocks out there that are going up, up, up. My advice. Look for another stock. Sign up for Tradevision. I can set an alert on AMD so when it falls to $190, a message pops up on my phone, and I would buy it there.

helloWorldcamelCase

As mentioned in your post, usually you buy AMD to play the relative discount against its peer NVDA, but with NVDA approaching 200 day moving average and no sign of dwindling business in their recent prints, I am not sure if there will be enough risk appetite for AMD. Like if you already have deep cost basis advantage it'd be fine to hold and see what they deliver, but new buy here seems rather mediocre risk/reward unless there is big fundamental narrative shift. Just being cheap isn't enough anymore.

TonguePunchMyPoopBox

AMD’s entire AI strategy is to be an excellent second source option for AI GOUs/datacenters by way of essentially copying Nvidia. All of Nvidia’s major customers want to diversify their supply with custom silicon for inference workloads and some alternative sourcing. AMD is willing to sell cheaper products/give away stock to do so. Will it ever compete at Nvidia’s scale? Probably not but that doesn’t mean it won’t grow big time. Jensen’s paved the way. Lisa just needs to execute. And for all of AMD’s lack of ambition and foresight (spending so much effort winning x86 CPUs when AI datacenters were the next big thing Jensen planned for since before Covid), AMD does have good hardware engineering. Their customers will help bridge the software gap. TL;DR I believe Lisa with her EPS growth. AMD’s MC is a fraction of Nvidia. There’s pretty good reason to believe it’ll hit $600 or higher in the next few years (the same target price Meta and OpenAI aimed for). I’m big on Nvidia but AMD is super compelling at this price.

warsal1

Very hard opinion. OP is asking based on what the CEO is saying. How is it wishful thinking on his end!? And remember, till 2022 end - Nvidia too had a yearly revenue of 24B only. Even if its an AI cycle only, AMD has an odd opportunity of their lifetime to take their company to 1T. And if we are talking about warrants then all these dumb shitty investors never cease to amaze me! How tf would AMD fight to a company of 5T if not by giving warrants? Nvidia would eat all the opportunities alive if not challenged by anyone else. By giving warrants, AMD secured a long term position on the table. Every story in retrospect sounds inspiring and every story that is make in progress, always is not believable till it goes beyond.

Key_Lifeguard_8659

Sorry, you've never swing traded. My neighbor turned me onto it. I've made roughly $ 27K YTD off CRWV, RKLB, RDDT, ANET, TSLA, GOOG, MU, AAPL, and AMD. I've been conservative, too. My core holding gains pale in comparison to the gains I've made from swing trades. If I were more aggressive, I could have made 5X that...easily. I try not to gamble though.

rainmakesthedaygood

50% of my portfolio is AMD. It will be a bumpy ride though, it could as easily go back down to 160 before going back up. I do think it will be a 400-500$ stock by 2030.

Chilkoot

This is fanboi wishful thinking. Let's take a realistic look at the 3 markets where AMD does business right now, and their position in each: 1. AMD can't compete with NVDA in the consumer product space. NVDA controls >90% of the consumer GPU market, yet it's still just a sliver on their overall revenue pie chart. 2. AMD spent years fighting for control of the x86 space. That market as a whole is stalled and even contracting by some reports. Being the big fish in a shrinking pool is what put Intel in their current predicament. 3. AMD does not have the financial chops to compete in the AI space. If the AI hardware moat is going to be filled in, it will be a company with much deeper pockets that does manages it. There's tons of insightful commentary on the subject throughout this thread and others. There is absolutely nothing interesting about AMD to serious investors other than knee-jerk AI buy/sell cycles, and the fact they happen to be **adjacent** to that market by way of their GPU's and x86 silicon. They are not a leader or even a major player in any growth market, and the markets where they do compete are stagnant. Their stock is no better than a craps table. Make no mistake that buying into AMD right now is just rolling the bones, not executing on some carefully calculated risk.

Chilkoot

This is fanboi wishful thinking. Let's take a realistic look at the 3 markets where AMD does business right now, and their position in each: 1. AMD can't compete with NVDA in the consumer product space. NVDA controls >90% of the consumer GPU market, yet it's still just a sliver on their overall revenue pie chart. 2. AMD spent years fighting for control of the x86 space. That market as a whole is stalled and even contracting by some reports. Being the big fish in a shrinking pool is what put Intel in their current predicament. 3. AMD does not have the financial chops to compete in the AI space. If the AI hardware moat is going to be filled in, it will be a company with much deeper pockets that does manages it. There's tons of insightful commentary on the subject throughout this thread and others. There is absolutely nothing interesting about AMD to serious investors other than knee-jerk AI buy/sell cycles, and the fact they happen to be **adjacent** to that market by way of their GPU's and x86 silicon. They are not a leader or even a major player in any growth market, and the markets where they do compete are stagnant. Their stock is no better than a craps table. Make no mistake that buying into AMD right now is just rolling the bones, not executing on some carefully calculated risk.

CalicoCapsun

Me deciding to hold my AMD calls through the weekend😢

Difficult-Quarter-48

I'll bite. Why is Lisa Su giving away the company for customers - AMD is aggressively abusing financial engineering to an extent that far exceeds NVDA. AMD products are not competitive with NVDA and they won't be at any point in the near future. Lisa has been able to overcome this by giving away the company in exchange for orders, but I believe this will actually become a bigger and bigger problem going forward, and that the gap between NVDA and AMD will also probably widen. Why: 1. We are entering the period of physical bottle necks. We are seeing the memory bottle neck narrative play out. Likely in late 2026/2027 we will see bottle necks around physical shells and access to power. This could be exacerbated if the democrats win mid terms which seems likely. Over the past couple of years the narrative from hyperscalers has been "I need all the compute I can get my hands on" - this will shift to "I need the most efficient compute I can get given I only have access to X number of shells and Y GWs" - ask yourself who wins and who loses in this environment? AMD will never be the most efficient choice from a $/token or token/watt perspective. In this environment, NVDA only becomes MORE attractive. 2. Similarly, the world is constrained by fab space and by memory. This actually benefits NVDA. NVDA can outbid any competitor on any bottle neck because they have the premium product and can take the largest hits on margin. Of course TSMC and memory producers will probably throw AMD somewhat of a bone, but nonetheless AMD will be hit the hardest. Theoretically, TSMC could just say "All wafers go to the highest bidder" and their entire capacity would effectively be bought out by NVDA. Additionally, this space is getting more competitive. You have a lot of proprietary solutions already out there and more being developed. You have intel partnering with NVDA on a rack probably after feynman although maybe they will work together on feynman on some level as well? Intel has the force of the US government behind it, AMD does not. While AMD has out executed intel in the past, this may not continue to be the case. The US gov is behind intel for its fabs, but the effect is that the US gov is just behind intel full stop, including products. This is a tailwind to every aspect of intel's business, and a headwind to AMD on some level.

WeWillLetYouKow

That’s why i buy every dip some 300-500€ of stocks. I believe in AMD, but they need to get their graphiccards in line

Little-Revolution650

ELF and EME are both looking good right now. NME and GLD will probably run for a while despite periodic sell offs. AMZN is always an excellent long-term buy and is priced attractive right now. AMD is expected to run hard this year. With the exception of the gold and mining stocks I mentioned, all the others are an incredible value right now with significant upside either in motion now or about to run.

DCHamar

90 Million people will start shopping on AMZN, watching NFLX, searching porns on the browser developed by GOOGL, buying NVDA's gpu and AMD/INTC's cpu to play gtav published by TTWO in 2050, and bers think it will crash the US stock market

BlindTreeFrog

> Take for example my grandma If you check the tax code, I'd wager the Canadian Code, much like the US code, is encouraging the elderly to divest of their large expensive homes and move to smaller, cheaper homes. It is considered a social gain. So yes, ignoring everything else about your grandmother's situation, selling and moving to a cheaper home is part of the goal. > Ideally you want a strong economy & that is constructed by companies. Parking money and not touching it does not make an economy strong nor construct companies. The entire point of maintaining a reasonable level of inflation is to coerce people to move money around since stashing it causes issues long term. > Successful companies need investment and need time to grow. Yes, and buying stock initially from the company is a way to get investment into a company. You buying stock from me, does nothing to provide the company an investment. You buying stock and sitting on it does nothing to help the company. > You're essentially removing incentives for people to start / operate new companies Again, and as you've been told by multiple people, start ups are handled differently. > They're not encouraging money moving - they're forcing liquidations of investments. Yes, that moves money. If I sell Assest A, I then have cash that I can use to buy Asset B or spend on other things. Money moves when one does that. > They're actually decreasing liquidity in the market with that structure If people are sitting on assets and not selling because they want to hold forever and ever there is no liquidity in the market. Increasing liquidity means increasing buyers as well as sellers. > If they wanted money moving they would increase minimum wages / wage structures. IE: How money actually moves around. > ... > To get money moving around, increase wages. That actually gets money moving around. If there is nothing to buy it doesn't matter how much money you have, you can't do anything with it. If people are sitting on long term assets and not selling, the people with money can't buy anything. > Well, yah. Except nobody just "gets money". You have completely missed the point of that hypothetical. Like missed it so hard that you had to actively be looking to ignore the point of the scenario. Especially since the scenario kind of helps your argument (if you ignore the context I was working with) which makes it even sadder. > AMD was only able to exist because investors originally gave it money... it's a success story. AMD went public in 1972. The investors who originally gave it money would have in 1969 when AMD was founded and likely heavily cashed out with the IPO in 1972. Also, considering that AMD stock was down at $1.50 roughly 10~15 years ago, I'd wager that many of the heavy investors from a decade back are selling off right now to lock in the gains (I probably should sell mine). This would mean that it would be a good time for AMD to sell stock to raise some funds (if they have any... haven't looked at their books lately). But anyone who buys my AMD shares wouldn't be giving any money to AMD. Similarly, if I buy any more shares, unless they are the shares AMD is selling, it wouldn't be providing any money to AMD (and I expect few retail traders against get company shares directly and not buffered by clearance houses.... even ComputerShare has to buffer) > It increases their share price, which they can leverage to grow their business. They can leverage the share price only by selling shares themselves. Me or you buying shares from each other does nothing. > It was directly because of the public markets and the leverage it offered that they started to succeed Uhhuh... When was AMD's last public stock sell off? > AMD signed a deal with OpenAI that gave OpenAI the ability to purchase 160 million of shares in exchange for purchasing GPUs from AMD You should maybe look up what a Warrant is and what AMD actually gave to OpenAI. And the price that they have the option to buy at. > The warrant allows OpenAI to purchase shares of AMD at $0.01 per share. https://www.fool.com/investing/2025/10/07/amd-pays-a-high-price-for-blockbuster-openai-deal/?msockid=0821becd12226bd82732aafd13256a62 > To bootstrap themselves / actually break into the space - AMD signed a deal with OpenAI The OpenAI deal was signed Oct 2025. AMD had been broken into the AI space since 2023. Their market value cleared $300B while OpenAI was having it's spat with Microsoft. The month before AMD and OpenAI signed their deal, OpenAI signed a deal with NVidia for a bigger product buy (10GW vs 6GW) > The share price only goes up if investors buy and hold. Half credit. Share price is based on the last sale. Share price only goes up when investors buy/sell. Holding shares does absolutely nothing to the share price. > If this law was in place / forced sales (->decreases share price & removes liquidity) Why would more shares being sold decrease liquidity? Please explain.

WMan37

* Finally get into investing at the start of this year because fuck it, my job gives me a 401k plan with fidelity where I get an extra 3% of everything I put in because I chose to allocate 6% * Within days my shares depreciate like a collective $200 in value even though I diversified, which is like 50% of what I put in * Feel like a sucker and I'm currently waiting (hoping) for them to go back up to at least a point where I can break even * Go to report my taxes on TurboTax the other day It doesn't make it super clear how to report gains from sold shares, meaning I'm worried about that too when it's no longer de minimis. I can now absolutely see why people call it gambling. I should have just been happy with the 3% APY returns from a HYSA. That'd at least be upward-ish enough momentum to pay for a trip to the gas station every month despite inflation taking a chunk of buying power anyway. Feels like gambling, because I did the right thing and actually tried to look into companies I was investing in, followed places on the internet like here to get a broader scope of discussion surrounding this, consumed a lot of investing based youtube content, and even then I still got screwed over a bit. As an example, [AMD beat earnings](https://www.investing.com/analysis/amd-beat-earnings-by-600-million-so-why-did-30-billion-disappear-200674451) and their share prices *tanked.* Then I bought 1 share of VOO to test the waters since people say that's what to go for, and then it tanked 10 dollars the next day and hasn't really yet broken even. Tried to get into metals after reading news articles, so own shares of silver and gold, tanked and hasn't reached purchase prices yet. When a company does well and still gets reamed, and you do research and it doesn't feel like enough, it definitely feels like gambling. At least I didn't put anything in I wasn't ready to lose, but it still feels bad. People act like it's this super approachable, easy thing, but you get a mountain of so much conflicting information and it feels like just taking potshots in the dark, I'm probably not going to be investing much after this. The only thing that has earned me minor amounts of upwards momentum is FXAIX and even that makes like a few cents of overall progress while wildly fluctuating up and down. Maybe it's because I'm new to investing, but so far I feel like the time I spend trying to follow the stock market would be better spent just doing uber/doordash/instacart, etc. as a secondary source of income.

NiceOwner

Glad I sold my stupid ass AMD of -5% drop from their dumbass news with gay bear meta

Jasmine7707

No monster deal with AMD here, but lots of hype, this was mainly a PR. Could be some squeeze potential though.

VictoriaAutNihil

The longer it lasts, the worse it becomes for the markets. I already picked up KO, JNJ, CL & KMB. If my high volatility stocks start declining (AMD, NVDA, AAPL, PANW and a few others), I will unload and go safe with more consumer staple stocks.

Macbethad01

Hell I hear ya I had 66 BTC I spent on overstock.com the day after they started accepting it as a payment, I thought I was a genius! Also bought 6000 shares of AMD at 2.31 a share sold those at 4.00 I think whoops. TSLA at ipo and yup sold at a $5 profit. Well now I'm just broke with three kids and a full-time+ job.

Admirable-News3940

Why did I hold large AMZN and AMD positions over the weekend 🤦‍♂️

wasley101

Weekend markets are down somewhat. Oil up over 10% on the weekend market as well. I’m invested in AMD and nvidia so I’m expected yet another dip next week. Those ath’s seem very distant now.

moldyjellybean

I wrote years ago about SMCI CRWV and the Enron like accounting. It’s a scam I actually wrote about the accounting fraud years ago before it was known as roundtripping. I actually worked in this field hands on. You can back date the stock price SMCI when I said it was a scam around $1100 and about the CRWV scam before it was an IPO and would pump then crash https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ Also was one of the first to put AMD in datacenters probably 9 years ago and buying it at $1.80 wrote this when it was maybe $10 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ Said SMCI CVNA PLTR were being added to SP500 to dump on retail and I think everyone since added to sp500 has dumped hard after inclusion https://old.reddit.com/r/investing/comments/1ph3fb9/are_investors_getting_scammed_by_companies_like/

DetektivBlomqvist

$ALBT Watch out! Possible sky high next week! Offering is closed and monster deal with AMD🔥 Always do your own DD guys! Happy weekend!

OldManYellsAtCloud12

So umm.... AMD moon?

Totallycomputername

AMD swings all over the place, you could wind up deep green on these. 

WallStreetMarc

AMD call 210 Mar 20. Looks like a good support level on 4 hour timeframe. Monday has ISM Manufacturing data. The expected ISM is 52. Normally when the expected is higher above 50 the market opens higher at 9:30am At 10:00am, but it can go either way depending on the results. I closed out my NFLX leaps at 25% profit. I will wait for a pullback before I get it again,

zscan

Yep, all of them have enormous income that's completely independent of AI. Even if AI would turn out to be mostly useless (which it really isn't), those companies wouldn't lose any income. Sure, they take on a lot of debt, but compared to their income, it's actually not that much. The only exception to all of that is NVIDIA. The demand for their chips will probably not stay that high forever and the incentive for competitors to enter that market is massive. AMD, Intel, Samsung and others will try to get some piece of it. And there's the potential, that some future model runs equally good on much less powerful processors. So, NVIDIA is more risky in the long run, but still in line with current earnings. I really don't understand the AI bubble talk. There is no bubble. In the dot.com bubble it was completely different. You had companies burning money without income and it was like betting on a horse race. That's another thing I don't buy btw.: that there will only be one AI winner. If anything, we are seeing that all those models are quite good and ranking changes constantly. They are all pretty equal. It's not a winner takes all situation. The best models can probably charge a premium in the future, while others have to compete on price, but that's about it. There will also most likely be some kind of specialization.

ralstig

This! When I was in HS back in 2006; my economics class did a fake investment account. I purchased a few thousand dollars of fake shares. Ended up winning the contest due to Nvidia. (And some other tech/oil stocks; Intel, AMD, and Sunoco). If only that was a real investment!

FDFI

AMD is killing citizens? Do we buy puts on AMD?

kidchinaski

They’ve already stated they’d be happy to help with missile defense and any other military program that didn’t involve SPYING ON AMD KILLING US CITIZENS. lol the fact this isn’t enough for the orange chud-in-chief says a lot.

OrangMiskin

Should’ve bought AMD instead of shit NVDA

knoqd_

AVGO and AMD catching a bid while NVDA keeps sinking lol

JellyfishLarge3794

AMD - 20% in a month

catpicsforfree

AMD for me About to start selling their first rack scale product, and CEO is projecting 60% CAGR in their data centre business until 2030.

maxpain2011

AMD or NVDA or AVGO buy at these levels?

McGrundie

AMD wiped out the pop early this week. My PUTS printed hard. Not enoughh for WSB to allow my post, but I got 1,300$ I didnt have before

PaperHandsTheDip

**> If you have no income, but you survived for a year in a location with 20% increase in valuation... Since we started this discussion accepting that property taxes were already an established thing, in this scenario, how would one be paying their property taxes?** Take for example my grandma. She is retired (in her 80s now) and owns a million dollar home. She has a few hundred thousand in savings, she lives off that. Property taxes are not large. On a million dollar home in Canada they hover \~0.6% / annum. IE: Pay 6k in tax on a million dollar home. If it goes up by 200k, next year her taxes would be... 7k. Using your model - if the value of her home goes up by $200k (my home has literally done that before in a single year) - my grandmas assumed income would be 200k. She would now owe $72k in tax. She would literally be forced to sell. BIG difference between $72k and 7k. She has no income! She's... retired. People have things called savings - life is often funded by that. **> Alright... defend that. Why are they meant for the long term?** Ideally you want a strong economy & that is constructed by companies. Successful companies need investment and need time to grow. Often multiple decades. You're essentially removing incentives for people to start / operate new companies. Existing ones may be fine (they'll get quite hurt too) - but you cripple upcoming ones. **> The government is encouraging money moving in the economy and increasing the liquidity of the market. An economy (under current understandings) fails when money is not moving around. This is the type of behavior that governments should be encouraging.** They're not encouraging money moving - they're forcing liquidations of investments. They're actually decreasing liquidity in the market with that structure... If they wanted money moving they would increase minimum wages / wage structures. IE: How money actually moves around. **> An economy (under current understandings) fails when money is not moving around** Correct, see above point. To get money moving around, increase wages. That actually gets money moving around. **> If you give a billionaire $100,000 he locks it up in investments. If you give 100 working class slobs $1,000 each they pay off debts and buy TVs. Which helps the local economy more?** Well, yah. Except nobody just "gets money". You either work for it or take a risk with your existing assets. If a billionaire took a risk and obtained $100k, yes - he took a risk for it. He got compensated for that risk. **> How do long term investments help the economy?** AMD was only able to exist because investors originally gave it money... it's a success story. **> If I buy 100 shares of AMD on the market, how does that help AMD? If AMD is selling shares, sure, they are raising money, but once that sale completes that share floating around doesn't do anything for them. It raises no more funds for them to use. So from AMD's point of view, why do they care if I have those shares for 6 months or 6 years?** It increases their share price, which they can leverage to grow their business. **AMD is actually a perfect example**, I'm glad you brought it up! AMD skyrocketed in value last year (from $85 -> $250 high). It was really struggling (believe it or not) to even to get it's AI chips off the ground. It was directly because of the public markets and the leverage it offered that they started to succeed. In particular - nvidia was dominating the AI space. To bootstrap themselves - AMD signed a deal with OpenAI that gave OpenAI the ability to purchase 160 million of shares in exchange for purchasing GPUs from AMD. This was only possible if it made financial sense for OpenAI - which relied on a high share price of AMD. Public markets / investments into AMD caused that to occur / the numbers to make sense.

BlindTreeFrog

> if I have no income but own a home & it goes up 20% (just because someone said it did) - I'd have no choice but to liquidate the home to pay taxes to the government. If you have no income, but you survived for a year in a location with 20% increase in valuation... Since we started this discussion accepting that property taxes were already an established thing, in this scenario, how would one be paying their property taxes? > Most assets / investments are meant for long term. Alright... defend that. Why are they meant for the long term? The US tax model does encourage long term investment in businesses; which is why it gives a lower tax rate on qualified capital gains, to encourage investment in risky endeavors and not demand a short term return. But Netherlands is making exceptions for founders and start ups, so what is the gain in a long term investment in an established company? > The gov is basically saying "fuck building / investing / growing anything, we want your money now"., The government is encouraging money moving in the economy and increasing the liquidity of the market. An economy (under current understandings) fails when money is not moving around. This is the type of behavior that governments should be encouraging. If you give a billionaire $100,000 he locks it up in investments. If you give 100 working class slobs $1,000 each they pay off debts and buy TVs. Which helps the local economy more? How do long term investments help the economy? > It sounds similar to how when finance guys take over companies they start declining - because instead of focusing on growth / innovation / etc - they're only concerned about the next quarters numbers. If I buy 100 shares of AMD on the market, how does that help AMD? If AMD is selling shares, sure, they are raising money, but once that sale completes that share floating around doesn't do anything for them. It raises no more funds for them to use. So from AMD's point of view, why do they care if I have those shares for 6 months or 6 years? (to pick a random company) > you don't fuck up long term growth / cripple innovation I'm assuming that this is the same sentiment as your previous claim that holding long term investments encourages growth.

MrLebouwski

NVDA and AMD going down together. Such a sweet couple

AppleTrees2

Here is my plausible BEAR take on Nvidia - All big tech companies want custom hardware, and they are having active plans to do so, with Googles TPUs being the most mature, and Amazon's ones being kinda far behind but at least they have stuff unlike say Microsoft - LLMs seem to hit a plateau in terms on not only how they can scale in terms of learning, but also in terms of available data and limits on what current tech can do, this shifts focus to inference, and you have many startups in this area, like Cerbeus that openAI signed with, and of course google's TPU - Again google TPUs run 2 models out of top 10 (gemini and anthropic's models) and if you consider the paid enterprise models, you could argue google TPUs run 2 top 5 models actually - While AMD is behind a lot in marketshare compared to Nvidai, the current meta and openAI deals, in terms of volume are actually huge, the initial Oracle deal with openAI for like 300 billion is close to the volume AMD is supposed to deliver for OpenAI and Meta this shows a shift from Nvidia for big players - Circular financing: Nvidia invested a lot in Coreweave and other players, and you have companies like NBIS that make clouds and rent them to big tech players. Now in terms of sustainability, if you look at cloud prices, after about 2 years max prices decrease drastically as new hardware appears it makes almost no sense economically et perf/watt/$ level to use old hardware. Jenseng liked to brag about how even a couple gen hw is not only sold out on Nvidia but the prices kinda increase, but if you look at the price chart for A200 for example and do the same calculations for say H200, you can easily see that it's hard to even make the money back on a datacenter before prices crash hard after about 3 years. - Still big questions on viability of AI, many big players subsidize AI to try to gain marketshare and the market is in a mania phase, but will it make sense to sustain this in 5 years as Nvidia claims? - Due to memory shortage Nvidia suffered in gaming, you might say gaming doesn't matter datacenter dominates, but if you look into the future with fierce competition, Nvidia basically had mild growth in their robotis HW or computer vision/self-driving car area. And people had high hopes for this, if people move away from nvidia HW for LLMs, and it doesn't seem to the case

jiggolo420

I could have sworn AMD signed a massive contract with meta, and NVDA smashed earnings within the last few days... It all felt like a dream now

bearhunter429

#List of bankrupt companies: Nvidia, Microsoft, Google, Amazon, AMD LMAO🤌

ThouOne

AMD dumps with NVDA, and dumps when NVDA pumps. If QQQ goes up that means for competition so it dumps, if QQQ goes down then it follows sector and dumps. Literally only pumps on false rumors and does fuck all on earnings.

ThouOne

Oh boy, why tf did I hold on to AMD when it went to $215? Like am I dumb for thinking a stock should pump a bit more after a $100 billion deal?

Ill-Ad1603

#AMD TO 100