AMD

hyzer_skip

I’ll detail it for you. duh, most people don’t code CUDA by hand. Thats the whole point. CUDA isn’t about the syntax or code, it’s the entire kernel/tooling ecosystem underneath PyTorch and TF. You can abstract it away, but you can’t replace it. That’s why AMD, AWS, Google, etc. all have to build their own backend compilers just to get in the same ballpark. Yeah, PyTorch “runs” on TPUs, but performance, kernels, debugging, fused ops, all the shit that actually matters at scale still lives in CUDA land. That’s why every major lab, including Anthropic, still trains their SOTA models on NVIDIA even if they sprinkle inference on other hardware. The CUDA moat isn’t devs writing CUDA. It’s that the entire industry’s ML stack is built around it. Google can afford to live inside their own TPU world. Everyone else can’t and will run on CUDA.

RegardedDegen

Any else thinking that AMD and MSFT have a lot of upside with these recent pullbacks?

Jan2021Ape

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a certain news (such as AI bubble, overvaluation ...) and let the Media Paid Bashers blow up that news and repeat it for many days, sometimes even weeks so that many people believe it is true and start to feel scared! 2/ Give the symbols to the Paid Basher Groups in India, Malaysia, Indonesia on chat rooms of websites like Reddit, Yahoo, X, Stockwits to cause confusion and panic ... 3/ Short those stocks down really fast, really deep to cause disorder and panic so that the "Weak hands" retail investors sell their stocks at cheap prices and leave ... 4/ After collecting a large number of cheap stocks, they will pump them up again and make a large amount of money from this dirty game! If you believe that your investment is right, the company you invest in is safe and has good potential, then in this case you must leave the computer and go somewhere, do not sit and glue your eyes to the screen! At this time, remember what Mr. Warren Buffett said: "Invest in what you know. Know What You Own!" In any case, keep calm. Block all paid bashers that you see & Hold strong! Remember that NVDA and AMD are the two companies that dominate the world's chip market, and a few small deals out there won't affect them! NVDA still has over $500 billion in orders ahead that they haven't fulfilled yet... I'm still hold strong & no one can make me leave... Good luck! https://preview.redd.it/nepu8tvalg3g1.png?width=839&format=png&auto=webp&s=d2d2222f0400342f22f684fc68ddda3c768de633

Key_Letl

Yes, friends, AMD's stock price has always been highly volatile. The key question is whether this volatility aligns with your risk tolerance. If short-term fluctuations are already causing you anxiety, it may indicate that your current position size has exceeded your comfort zone.

Jan2021Ape

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a certain news (such as AI bubble, overvaluation ...) and let the Media Paid Bashers blow up that news and repeat it for many days, sometimes even weeks so that many people believe it is true and start to feel scared! 2/ Give the symbols to the Paid Basher Groups in India, Malaysia, Indonesia on chat rooms of websites like Reddit, Yahoo, X, Stockwits to cause confusion and panic ... 3/ Short those stocks down really fast, really deep to cause disorder and panic so that the "Weak hands" retail investors sell their stocks at cheap prices and leave ... 4/ After collecting a large number of cheap stocks, they will pump them up again and make a large amount of money from this dirty game! If you believe that your investment is right, the company you invest in is safe and has good potential, then in this case you must leave the computer and go somewhere, do not sit and glue your eyes to the screen! At this time, remember what Mr. Warren Buffett said: "Invest in what you know. Know What You Own!" In any case, keep calm. Block all paid bashers that you see & Hold strong! Remember that NVDA and AMD are the two companies that dominate the world's chip market, and a few small deals out there won't affect them! NVDA still has over $500 billion in orders ahead that they haven't fulfilled yet... I'm still hold strong & no one can make me leave... Good luck! https://preview.redd.it/r2d0jkaqkg3g1.png?width=839&format=png&auto=webp&s=d5a35d977389841638ce0f994d960d3e4a484b24

PerfunctoryComments

"Sure and why do you think AMD gpu adoption for AI/ML is so abysmal. " Because AMD had *dogshit* contributions to the ML framework for years. Not only did they contribute little, they then tied it to very specific pieces of hardware. Where nvidia knew how important it was and contributed heavily to these projects to make them effortless on almost any nvidia hardware, including laptops, low end graphics cards, etc. But now everyone realizes how important this is. Google added Pytorch/XLA to make running models on TPUs relatively straightforward. As the other person said, the moat basically got filled in.

Odd_Fly8062

Holding AMD is not for the faint hearted.

EffectivePoet4572

used to be like that but AMD and INTC

Jan2021Ape

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a certain news (such as AI bubble, overvaluation ...) and let the Media Paid Bashers blow up that news and repeat it for many days, sometimes even weeks so that many people believe it is true and start to feel scared! 2/ Give the symbols to the Paid Basher Groups in India, Malaysia, Indonesia on chat rooms of websites like Reddit, Yahoo, X, Stockwits to cause confusion and panic ... 3/ Short those stocks down really fast, really deep to cause disorder and panic so that the "Weak hands" retail investors sell their stocks at cheap prices and leave ... 4/ After collecting a large number of cheap stocks, they will pump them up again and make a large amount of money from this dirty game! If you believe that your investment is right, the company you invest in is safe and has good potential, then in this case you must leave the computer and go somewhere, do not sit and glue your eyes to the screen! At this time, remember what Mr. Warren Buffett said: "Invest in what you know. Know What You Own!" In any case, keep calm. Block all paid bashers that you see & Hold strong! Remember that NVDA and AMD are the two companies that dominate the world's chip market, and a few small deals out there won't affect them! NVDA still has over $500 billion in orders ahead that they haven't fulfilled yet... I'm still hold strong & no one can make me leave... Good luck! https://preview.redd.it/h3lr7183kg3g1.png?width=839&format=png&auto=webp&s=b46e4698ffd7432bab34528ad7f4baf06e488cef

Sleepergiant2586

Do u think I buy based on Reddit advise 😂 I bought AMD when Reddit was laughing at it. Same wifh Palantir. Gotta do own research.

rgbhfg

Sure and why do you think AMD gpu adoption for AI/ML is so abysmal. It’s because PyTorch et al are perf optimized for CUDA and the AMD drivers and support isn’t anywhere near as mature

deevee12

The rules of AMD stock: 1) Good news for NVDA = bad news for AMD 2) Bad news for NVDA = bad news for AMD

Jan2021Ape

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a certain news (such as AI bubble, overvaluation ...) and let the Media Paid Bashers blow up that news and repeat it for many days, sometimes even weeks so that many people believe it is true and start to feel scared! 2/ Give the symbols to the Paid Basher Groups in India, Malaysia, Indonesia on chat rooms of websites like Reddit, Yahoo, X, Stockwits to cause confusion and panic ... 3/ Short those stocks down really fast, really deep to cause disorder and panic so that the "Weak hands" retail investors sell their stocks at cheap prices and leave ... 4/ After collecting a large number of cheap stocks, they will pump them up again and make a large amount of money from this dirty game! If you believe that your investment is right, the company you invest in is safe and has good potential, then in this case you must leave the computer and go somewhere, do not sit and glue your eyes to the screen! At this time, remember what Mr. Warren Buffett said: "Invest in what you know. Know What You Own!" In any case, keep calm. Block all paid bashers that you see & Hold strong! Remember that NVDA and AMD are the two companies that dominate the world's chip market, and a few small deals out there won't affect them! NVDA still has over $500 billion in orders ahead that they haven't fulfilled yet... I'm still hold strong & no one can make me leave... Good luck! https://preview.redd.it/93e9mniljg3g1.png?width=839&format=png&auto=webp&s=8a5a2df2116abd46f24417ac9ee64e16e78d6abb

alderson710

I have been buying NVDA since 2020. Sold most of it. Idgaf about it anymore. But trying to make them look like they are about to be bankrupt tomorrow just because Google has some cool TPUs is being short-sighted. You had AMD way before as a much powerful competitor and none of you said sh\*t.

EffectivePoet4572

when NVDA catches a cold, AMD dies of ebola

Odd-Block-2998

Imagine Google surge results in your portfolio losses due to NVDA and AMD crashes.

PerfunctoryComments

Niche? Only hobbyists or tiny shops working on local shit are that concerned with tying themselves to specifics like that, not to mention that few devs, even writing cutting edge AI models, ever touch CUDA -- that's shit for middleware to care about. The *bigs* adapt to whatever the platform needs are. These are *billions* of dollars of hardware that can make or break your company, and some low-level dev jerking off that they don't know a framework is the last of your concern. Like, Anthropic started on CUDA / nvidia. Then they added in Amazon's Inferentia (a totally different platform). Now they're deploying to a *million* Google TPUs. The #1 and #2 current models (Gemini and Claude 4.5) are running on Google v7 Ironwood TPUs. Even for small shops, TPUs can be deployed pretty "easily" (in a relative sense) used with PyTorch/XLA. The big CUDA moat is non-existent at this point. It only mattered when nvidia was the only player contributing to Pytorch / Keras when AMD was poor and stupid.

whitenoize086

I agree Nvidia certainly is not anywhere as overvalued as Cisco was on the dot com bubble. The recent news of Google's possible deal with meta for chips and amds deal with open AI a month ago suggests that in the future Nvidia will have more competition and possibly slower growth. Still I think long term Google NVDA, and AMD are great investments.

Icarus-vs-sun

Reread the comment. It's not the news but your reaction to it. AMD has been volatile for a long time. Look at its history. If this drops by 60% and stays there for a year would you freak out and sell? It's not a good sign if you're worried at this moment, so you may consider selling.

toss001

All these peeps on this page talking about missing out on Nvidia or how it was an obvious buy, all while a similar opportunity is sitting right in front of everyone's faces with AMD which is still a small 330Billion market cap and can 5X simply by solidifying 2nd place over the next couple years.

Future_Hyena2562

META gains subsidizing my AMD losses.

WickOfDeath

What do you think? Googles TPU thing is apaprently cheaper and far less energy hungry than the Nvidia AI things. That's Deepseek 2.0 and Michael B. has possibly just guessed that one day or another Nvidia is toast. Huawei is planning an AI chip, so Qualcomm does. AMD makes TPUs as well... so what? We still have Nvidias order book. I am currently moving away from native tech stocks, they all carry the "AI disease" in them I now trade the DOW industrial (DJIA)

Nameisnotyours

So you believe that SMRs will be approved and constructed in a timeline that is less than ten years? I guess you haven’t been watching the debt load being taken on and the inventory increase at Nvidia despite their claim of “insane demand”. Nor have you been watching the circle jerk financing by Nvidia, ChatGPT and AMD that is being framed as investment that is, in fact, vendor financing. The warning signs are out there. But markets always need a sucker to offload inventory so there is that positive.

Feeling_Syllabub_270

Poor AMD not even a part of the discussion anymore sigh

banditcleaner2

AMD stock is not for the faint of heart, that's for sure

vsmand1

Amazing down 40% on my AMD call that I bought yesterday. Luckily only bought 1(Advanced Money Destroyer).

Who_is_Your_Zaddy

AMD back to being a money destroyer

Sweaty_Platypus69

So.. AMD now reverting back to its old ways? I.e. Advanced Money Destroyer?

95Daphne

Ehh, I wouldn't be saying the coast is completely clear until the SPX equal weight takes a breather and the Nasdaq is able to take over again led by NVDA. The equal weight SPX will probably hit a snag soon as it's near ATHs, so that would be a good time for AMD/NVDA/AI infra ex semi relief. BTW: I think you'll get enough for relief, but not enough to ease concerns that GPUs ded/OpenAI is cooked won't dominate the narrative for a while.

NotGucci

Everything getting bough. AMD, and NVDA are on sale right now.

youngmacho

should I hold AMD 215c 12/5? down 50% already

mathewgilson

Is AMD still a thing?

Gom_KBull

Bought 1 AMD Feb 20 2026 210 Call @ $19.60 Limit

Ble_h

AMD needs to announce another partnership. Maybe with the US gov this time.

Key_Letl

That's right, the TPU news really spooked the market. The competitive narrative always hits AMD especially hard.

bearhunter429

#AMD went bankrupt just as I predicted LMAO🤌

Crazy_Donkies

I too bought AMD and SMCI today (long dated calls).

N0Ability

Would bé realy surprised if NVIDIA and specially AMD end up green roday

A55BAG

I bought the NVDA, AMD, and SMCI dip. Taiwaneese tech is going to run hot towards end of the year! 😉

Hungry-Rain-6740

fuck you AMD, you sack of shit

No-Pressure-7230

AMD good opportunity here?

Icy_Extension_6857

Hello fellow colleagues. What is the 411 on AMD ?

Green_Conclusion5792

I had to pull and sell my AMD cpu to afford more calls. Now I don’t have a pc to use

Jvil101

LOL every time I look up I see AMD losing money

anonymous_sheep1

I sold my AMD calls and bought NVDA instead.

Fit-Stress3300

Cycle financial is self evident, but they are not something to really getting worried about now. We barely started using AI for useful things, and there are still demand for heavy raw computing power for simulations and data processing. Jevon's law will save the day again. OpenAI can't wait 5 years for their custom chips if they are going to beat Google, and the same is valid for everyone else, specially smaller companies. Open source and open weights models will keep the demand for "general purposes" GPUs. There are much bigger discrepancies with Tesla and Palantir than with Nvidia and AMD.

Equal-Math-7524

Go short on AMD after hours you will thank me

ListerineInMyPeehole

Imagine being invested in AMD today

Me55y

Don't look at AMD

PalpitationSmooth992

that dump on AMD is why i straddled 215 my puts paid out twice as much as i lost on calls and i just rolled the straddle to 195

TruChains

AMD back to shitting the bed.

Feeling_Syllabub_270

Bought some AMD calls and some RDDT puts

youngmacho

went from up 70% to down 70% overnight on AMD calls. i belong here

PTRBoyz

It’s selling off because of pressure from Google selling TPUs but it’s not going anywhere. Most companies need both chips to do this well. The real loser will be AMD, AVGO, INTC. 

TylerrrGG

Got some AMD calls this morning, you think it pumps after lunch when volume goes up? Just cause google got the deal I don’t think that warrants AMD being down nearly 10%

CEOofBeanz

AMD is by far going to be the biggest underdog of AI and take market share which will even surprise me

randomnameforme123

Nvda recovering - AMD circuit breakering 🤣🤣

TruChains

AMD in that position where nobody makes money. $200 is the top. Puts too expensive.

Antique-Flight-5358

TPU's are replacing GPUs..RIP AMD and NVDA

EnginrA

AMD a buy under 200? They did all those deals with OpenAI

cyril1991

AMD was (after going below 100)

_pout_

NVDA and AMD both knocked their earnings reports out of the park. This market is absurd. Fuck Kohl's.

photocopy_ypoc

# Collaborators Albemarle AMD Amazon Web Services Anthropic Applied Materials Atomic Canyon AVEVA Cerebras Chemspeed Cisco Collins Aerospace ComEd Cornelis Networks Critical Materials Recycling Dell Technologies Emerald Cloud Lab EPRI Esri FutureHouse GE Aerospace Google HPE Hugging Face IBM ISO New England Kitware LILA Micron Microsoft MP Materials New York Creates Niron Magnetics Nokia NVIDIA Nusano OLI Systems OpenAI for Government Phoenix Tailings PMT Critical Metals Qubit Quantinuum RadiaSoft Ramaco RTX Sambanova Scale AI Semiconductor Industry Association Siemens Synopsys TdVib Tennessee Valley Authority xLight

PaperHandsTheDip

AMD is GPU's as well - Google is TPU's. They're a different piece of hardware (different asic). They're more energy efficient than a GPU & have similar performance. Also - Gemini 3 was trained on them

littlecomet111

AMD has reportedly notified its supply chain that it will increase pricing across its entire GPU product line by about 10%. The main driver behind this is the massive memory shortage driving DRAM prices to skyrocket and eating up all the margins for GPU makers.

MoneyBadger14

Bought into AMD on Friday at the bottom and sold it on a whim at the high yesterday. I may actually be the best trader alive with +7% in 3 days. I’ll get started on my book right away guys

enginvest

What the fuck happened to AMD?

youbenchbro

Moves I posted earlier were all great moves: Bought AMD at $196.50. Bought DUOL at $168.80. Bought GOOGL puts $320 EXP Dec. 12th. My port is green.

Nefarious_AI_Agent

Panic selling AMD and buying poots was not the play

VegableProperties

what's next? AMD making chips??? AVGO????

Sleepergiant2586

##Same here 1080Ti, still running, mined good amt of crypto also in 2017 with it. Kids here dont understand how good 1080Ti was for its price. Crypto mined with it is just worth 10K+ for me now. Also holding nVidia from 2016, tons of it. Was an avid gamer and invested all my money in AMD and nVidia. Bought some Intel too but sold it in peak pandemic as the company was dying. Dollar cost for AMD is $10 (7000 shares) and Nvidia $40 (4000 shares) so, gonna sit back and relex, Seen this a lot of times in 2020, 2022 even as recent in Mar 2025. Kids here can keep trading. Good luck to all..

TruChains

AMD allergic of $200

jiggolo420

AMD about storm 200 like Helms Deep

imsickofitalready

I missed something, but what hardware Google has? Isn’t it just nvidia and AMD has it?

0dtez

AMD is right there you bully it’s crying now

95Daphne

Pretty decent chance we've seen the last of the nuttiness from Google for now. NVDA/AMD (more of a ? here) are going to need to keep finding bids, or else involving the Nasdaq.

night_shredder

That’s my good boi AMD that we all know and love

DegenGonnaDegen

AMD back to it's old ways

randomnameforme123

Even on NVDA dump day AMD dumps harder

ImSorryReddit0590

someone bought like 2 mill of AMD 165$ puts expiring in 2 weeks

Diligent-Stable-9477

I'm not buying that competition breeds more bubble, more tanking from AMD/NVDA/ORCL. Believe it or not CALLS on $NVDA $AMD $ORCL and of course... $OPEN. On OPEN, market is down and it's still floating around 1% up. We see an intraday turnaround (likely), I think we see OPEN with another 5-10%+ day. LFG Bulls, now is our time.

Previous_Ad4846

What OP said. LEAPS… look at core business, why the market is reacting the way that it is and create a strategy that works for you. Over the last 2-3 years I’ve focused on blue chips 6+ month expiry 5-10% OTM with IV below 40% and done well. My strategy really only works in a bull market… example.. bought AMD 125C 11/24 with an expiry of 9/19… I was shitting bricks and down 90% in April but diamond handed for 100% profit by July

Wwhite93

Everyone just chill about goog. Usual profit taking to invest in Nvidia/AMD. It will go back.

donefukupped

AMD really going back to 160 huh?

Watchquestnc

No reason for AMD to be moving like that

Slightlybadpicks

Yo AMD wtf

boostboi

AMD is gonna gap fill isnt it

Kind_Initiative_7567

Can some one pls tell me why AMD ded while rest are pumping ?

apurimac777

Everyone but AMD and NVDA will get a theta day

Kalleh03

I feel like AMD is that right now with the X3D processors, has to be by far the best for gaming. Dunno how AI will look in a couple of years, but gaming will probably be the same or bigger. Running a AMD graphics card aswell and i'm really impressed, used to be the drivers that were worse than Nvidias, but the gap is closing fast there aswell.

TheGraeme95

195 support for AMD?

unpaid-astroturfer

The Invisible Hand of the Market keeps fingering AMD at every turn

chetpancakesparty

AMD down almost 9%, SPY about to go green to red lmao

NochillWill123

Dam AMD taking a hit. Everyone selling it to buy google probably

AsymmetricInvestor

Selling in NVDA and AMD is overblown. META is not replacing them with TPUs. They are diversifying. Like we call diversification when we have more than 1 or 2 stocks.

Tim_Riggins_

wtf happened to AMD

BagholderForLyfe

AMD can't get a break.

nolanjp

AMD will fill the gap to 160?

Tegrity_farms313

I’ve made Sooooooooo much money on AMD lol this name makes no sense

Boheed

AMD spelunking today