AMD
Advanced Micro Devices Inc
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Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Mentions
Nvidia give sum to AMD will ya
SNDK almost certainly gonna mimic AMD’s movement yesterday
AMD Monthly call strike price at around 500-505 ? Thoughts
Well, for AMD, IBM and others you did not see an immediate recovery. Maybe next week?
Just when you think AMD will trade in a range it’ll give you a big green dildo. Been there so many times. That’s the thrill of this stock
Why can they pump spacex but not AMD
i am thinking about AMD monthly or weekly calls
meta always up 1% premarket then goes red, its like AMD in 2024, money destroyer
Yeah, it doesn't work like that. Feel free to go look at the roadmaps. HBM is co-designed with the GPU (NVDA, AMD). What is PIM / CIM? The market is currently pricing in that none of this stuff exists and that the AI buildout only lasts for two more quarters.
10x leverage bull AMD today wish me luck
Dodged the SNDK bullet big time. But i got grazed by AMD
AMD and SPCX dumped and the whole market just rallies for the whole day lol. I know I’m so confused too.
Intel back to $25, SNDK going to $10, Micron back to $50, AMD back to $75. SK Hynix back on its way to bankruptcy and Samsung doing Samsung things
successfully baited the market with my bullish comments on AMD and SNDK. Now the shorts are out of money, they can't afford another play and I can full port TTWO in peace. # TTWO to 300, it's inevitable LMAO🤌 \--- this earnings season is so shit, it's just about strangle/no strangle, resistance and support dont exist and we don't even trade in a range, it's just random daily vibes.
I have 5x leveraged AMD rn so lets pray for each other n cry ig
AMD I know the logo is red but can you please become green again like nvidia does
AMD could open my strait of hormuz by pumping 15%
Bag 7: AMD SNDK BBAI COIN MSTR TTD UWMC
AMD better skyrockets Today
I made $75k overnight shorting AMD and cashing out this morning. It’s funny seeing people’s comments
Right, and the size of it surprises people. AMD's own release has amortization of acquisition-related intangibles at $544M for the quarter, sitting inside the GAAP numbers, next to $503M of stock comp. GAAP operating income was $1,990M against $3,094M non-GAAP, so it's a bit over a billion of difference on that one line. The same amortization is why the margin headlines were off, too. The piece of it that lands in cost of sales is the 54 vs 56 gap everyone called a miss, and 56 non-GAAP was exactly what they guided to.
Me : " **Cheaper** and **less complex chips** means more competition by other, less leading chip developers and hence lower margins." You : "This inference is cheaper because **it’s less computational intense**. **But the complexity remains the same. ASICS can make it cheaper** by encoding the algorithm in hardware. But that’s a separate thesis for market share against avgo. " You obviously confuse algorithm or general complexity (which I was NOT talking about) with chip complexity (relating to its architecture) which I had mentioned.. But funnily : Your mentioned ASICS are **for example** much those **less complex chips** (architecture) and cheaper than those of AMD or NVDA - and thats EXACTLY what I was talking about. So you fIRST contradicted me with a confusion of different notions of complexita, and then you repeated my argument with a particular chip. Sometimes it helps to read twice ..
I was the complete opposite of your comment where you said yes to palantir and no to AMD. lost thousands. I’ll look for you next time.
"The 56% figure is AMD-wide non-GAAP gross margin, not a disclosed Data Center segment margin, " I did not claim otherwise, thats why its listed under the general 1. and not under 2. datacenter. Not the gross, But the **operational** margin in the datacenter business in known and is of course lower than the gross- around 31%. "In AMD's Q2 2026 financial report (for the quarter ended June 27, 2026), the **Data Center** segment achieved record revenue of **$6.72 billion** (up 107% year-over-year) and generated **$2.10 billion** in operating income, resulting in a segment operating margin of approximately **31%** (up from 28% in Q1 2026)" (In Q1 26 it was 27,7% so operational margin increased as did the datasegment revenue and income as part of the whole business, now about 58% of all, ( in Q1 2025 EBIT margin datasegment 25%) . So in in this quickly expanding segment the margin is historically high. For comparison: For NVIDIA the datacenter business is much bigger as part of the whole company (92% - so almost all revenue comes from that) and the margins company wide (which is almost all datacenter driven) are much higher than AMDs. Nvidia maintained a company-wide non-GAAP gross margin of **75%** (and \~60.4% operating margin), Thats what I meant with different product mix. Personally I liked the AMD business model better, since it has more legs and does not rely almost entirely on that datacenter business - at least yet. Even if it means lower margins. But the run up from 200 to 500-600 this year was too optimistic in my mind. Of yourse you can argue, that if they grow the datacenter segment revenue by 50% a year (and keep the other segments stable) they will become much more Nvidia like in 1-2 years but with lower margins.
Wtf. misses revenue by 99% down liek 4% $AMD hits everything, but misses guidance by 1%, down 10% everytime.
No one, and I mean NO ONE was expecting AMD to go up 30%
Your product-mix point is the one I would separate from the precision debate. The 56% figure is AMD-wide non-GAAP gross margin, not a disclosed Data Center segment margin, so we cannot directly attribute it to inference. The useful test is whether Data Center mix rises while company margin and free-cash-flow conversion stay flat. That would support a structural ceiling.
Looking at AMD's runup I think a selloff was warranted. It's trading at 160pe
If you don't love me at my losing all my money on AMD calls, then you don't deserve me at my losing our entire family's life savings on AMD puts.
Don’t be made at Korea. The US started all this with selling off SNDK and AMD for absolutely no reason
AMDs PE is much lower than what google or yahoo will show. Their PE is artificially inflated due to how they amortized the Xilinx all stock acquisition for tax purposes. You need to look at non-gaap for AMD to get an accurate reading, which puts it at ~65.
AMDs PE is artificially inflated due to how they amortized the Xilinx all stock acquisition for tax purposes. You need to look at non-gaap for AMD to get an accurate reading, which puts it at ~65.
First time? AMD earnings from past 5 years are almost always spectacular. Yet half the time it tanked after earning.
AMDs PE is artificially inflated due to how they amortized the Xilinx all stock acquisition for tax purposes. You need to look at non-gaap for AMD to get an accurate reading, which puts it at ~65 or about 2x Nvidias PE ratio.
This is classic AMD. Still bullish, this company is here to stay.
4500 to 30k on weeklies is a beautiful thing. selling before AMD earnings was the real play though
Thanks AMD and SanDick for being another avgo. I swear we better not dump for a month again
Please explain, using AMD, your idea of tracking.
No. Wait till next week. People got scared after AMD yesterday, and SNDK + MU down today. We got a few days of down
I might be first, I full ported AMD
I’m looking to put together a safe haven port of stable stocks. Thinking MU, AMD, TSLA, ASTS and a few other safe stocks Any recs?
Should’ve listened to you about AMD
VOO is up 54% on my Roth. The holdings I have above that is: AMD (182%), NVDA (83%), AVUV (55%), and special shoutout to FLR which is higher YTD but I haven’t had it for too long. In my rollover i did all this at the same time and since that time VOO is up 3%. What I have higher than that is: AMD (153%), VUG (12%), FLR (18%), AMZ (23%).
AMD also beat, a fucking chip maker that pretty much everyone owns, best i can do is dump 7%
I wanna take AMD CEO on a date
Still up 200 percent on AMD over a year gonna sit on these shares for a long time
Sandisk is a commodity so can’t compare with AMD. Sandisk, Micron, SK, etc will have lower multiples than other AI hardware names.
Don’t blame you. I took calls on AAPL, AMD, and SNDK and got fucked. Sounds accurate that I’ll get fucked doing a put as well.
I agree but what will it mean for all the shovel sellers if there isn't that many needs. Nvidia, Micron, AMD, Intel. People installing new data centers ? A/C, Energy and utilities... Hyperscalers with they cloud business is cloud growth is quite reduced ? And what about all these investors on AI business valuations ?
SNDK brothers I welcome you to the AMD brainlet club
Is there a wallstreets bets therapy group? Roast me maybe? I've done so much stupid shit and I need to let the Internet know. Bought 1k shares AMD at $18 and sold at $32 Bought ASTS between $7-11 per share don't remember and probably lost money Bought 5k shares RKLB in the $5 and probably lost money Bought one Bitcoin at $10k and sold at $11k
sndk price action tomorrow going to follow AMD's today, the ER was good but not mind blowing, just like AMD's. Korea going to be flat or slightly down today.
But AMD and AAPL both ran up then dropped. Fig will balance out again.
I will eagerly. Half the forward PE of AMD and much better fundamentals
If AMD drops because of Kospi or US open tomorrow ill be full porting it
SNDK is the AMD of memory
It has 3 companies producing it. It's essentially an oligopoly. With GPUs you have Nvidia, AMD (and Intel for retail I guess) and you can also choose to use TPUs, ASICs or something like Cerebras.
**BanBet Lost** — /u/Adventurous_Sell5994 (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $479.74 → $550.00 | +14.6% | 1d | Lost |
So - whats the play for the rest of the week? Semi sentiment changed yesterday with AMD & today with SNDK & WD. Rotated out of my semis mid day today out of fear.
AMD has a far superior moat than SNDK.
AMD just needs to go up 10% tomorrow and ill be happy
These are the most recent ER of AI **DATACENTERS**, AMD is **not** an **AI DATACENTER**, are your parents related by any chance?
I do not trade long calls/puts through earnings. Especially ones that have ONE day to expiration. You might as well have tossed it into a slot machine. You do realize patience is also a strategy you can utilize? If OP was long AMD, they could have waited until after earnings and bought LEAPS (for example) when IV is low.
I'm not talking about AMD. I'm talking about MU.
AMD did not recover back up yet though. Still beaten down. So are sndk and WDC. Mu is doing well so I am inclined to believe you, just would like some data so I don't degen into shit again
Sandisk revenue similar to AMD with around a quarter of the market cap. Palantier showed a quarter of sandisk revenue with around the same market cap. It’s all fake and ghey and anyone justifying it is part of the big fake.
There has been a pattern of these memory stocks being dumped before earnings for quite some time now. Same thing happened with AMD yesterday for example. Today was Sandisk. I obviously can't say for certain if it will pump overnight but my guess is that it will. I'm also a long-term holder of MU so I'm bullish by default
SNDK is guiding for roughly `$42B annualized revenue entering 2027. AMD is guiding for roughly $52B. AMD's market cap is approximately 4x SNDK's. SNDK has higher gross margins than AMD. More net income than AMD. Zero long-term debt versus AMD carrying billions. And SNDK is retiring 15% of its float through buybacks. At AMD's multiple, SNDK would be a 4x from here.
My dopamine receptors are so fucked now. Only held SNDK for a week but withstood a near 50% swing from 25% loss and profit. Sold at \~15% profit overall, not bad. Might go all in on AMD now.
Rotation back into AMD begins
SNDK is guiding for roughly `$42B annualized revenue entering 2027. AMD is guiding for roughly $52B. AMD's market cap is approximately 4x SNDK's. SNDK has higher gross margins than AMD. More net income than AMD. Zero long-term debt versus AMD carrying billions. And SNDK is retiring 15% of its float through buybacks. At AMD's multiple, SNDK would be a 4x from here.
**BanBet Lost** — /u/Low_Host5641 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $479.76 → $513.34 | +7.0% | 1d | Lost |
Is this another avgo situation? We had both AMD and SanDick beat earnings and they both shit the bed. Why is the market gey?
Oh and I wonder why Nvidia and AMD are exchanging money and stocks into OpenAI/Anthropic. Hmm maybe nothing to do with trying to announce deals to inflate stock prices. Am sure none of the hyperscalers didn't do the same. Oh wait they are and have, with OpenAI representing 50% of the MAG7 orderbook. Many of the given hyperscalers are also main owners of neoclouds too. Also unless you can explain RoCEv2 or Ultra Ethernet credit system, or even put figures to anything shut the fuck up you ignorant arse hole.
So did AAPL, and AMD…..both got absolutely sold into the dirt. SNDK is doing the same thing. Meanwhile, indexes soar.
AMD could announce a cure for cancer at earnings and their stock would still go down. Every time they beat earnings and their stock goes down except for once.
AMD dropped on increased capex spending without decent profitability on it, that's sort of the expectation after MSFT and AMZN. Also just sharing SNDK dropped 7% on a blow out earnings, then recovered more than 10% on opening and continue rising for days after. Not saying it will happen in the same manner but people just take drop at earnings at just face value.
Hey just bought more AMD my fellow regards.
Who’s the guy that lost $13k on AMD calls. I tried to comfort him twice but haven’t seen him in chat all day
AMD, SPCX, WDC, SNDK all down Hang in there, mem bulls; the hotline is always open
Holy SNDK overreaction. Notice AMD isnt moving?
Ugly looking Bell pattern starting to reveal itself for AMD. Puts are probably a safe bet everywhere tho.
Cheaper memory is bullish for Nvidia, ARM, Intel, AMD.
who knew SNDK was priced even more to perfection than AMD
SNDK joining AMD in the abyss
Semis not giving the guidance raises the market wants, same shit with AMD
yah, until AMD shit the bed. I posted an update on it today + why I sold. The vibes changed with AMD's er's
I believe!!! I was disappointed with AMD but I believe Sandisk will be a hit
QQQ up tomorrow. Should rip after AMD earnings report
AMD barely beat. You need a very strong beat these days.
AMD beat and still got spanked so..
This is some very dramatic price action. I expect WDC to pull off a way better beat than AMD yesterday