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Reddit Posts

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Celestica is Celestial

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AMD- big earnings coming.

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So are we all just gambling on AMD tomorrow

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is AMD valid tomorrow?

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Nice

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Price jacked up after hours crashes during trading pattern?

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What are we thinking about AMD for eerrrrmingsss

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Looking to to all in but which one is a "safer" play. AMD vs Msft

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AMD 1400 PE ratio sustainable?

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AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...

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AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma

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AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?

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Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer

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All in on AMD

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AMD - Elon Musk

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Oh, the mistakes I’ve made!

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The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

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Earnings & economic calendar

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AMD - To The Clucking Stratosphere

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Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls

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Who’s ready to burn their life savings this week

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AMD - 200 or bust? What 1-30-2024 to watch for...

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Which stocks should I consider investing in?

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Any advice on what to YOLO on this week?

r/optionsSee Post

Trying Butterfly Strategy

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BIG WEEK AHEAD

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Load up on NVIDIA && AMD CALLS Bros!!

r/wallstreetbetsOGsSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallstreetbetsnewSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallStreetbetsELITESee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

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AMD Calls

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AMD PE Ratio

r/optionsSee Post

Option strategy on AMD and META

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AMD's new MI300x vs the field, plus future projections.

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Im dead inside, but TGIF

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AMD Call

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Theta Decay

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GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?

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Low risk Semis

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Low risk Semi - conductor/s

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Fk u AMD

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Strangely the US wants to Intel to succeed but their price does not look that way

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Who’s buying MSFT & AMD calls for earnings?

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Bullish on NVDA after Intel Guidance

r/optionsSee Post

Should I sell my long AMD calls before earnings?

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Intel stock sinks as early 2024 outlook comes up short

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First time buying an option - need help understanding

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AMD earning call 1/30

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Intel vs AMD; CPU 3D Cache physics theory

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Intel vs AMD; CPU 3D Cache physics theory

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$3000 -> $60,000 🔥🔥

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Should I hold onto TSLA or cut my losses and diversify?

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$2,900> $173,000

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$TSLA dip buy

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AMD 🔝

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“Bringing YOLOs back”

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AMD- testing weekly regression with strong greens recently.

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I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account

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AMD $200 call 1/26 worth it?

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I believe them puts on NVDA and AMD I guess?

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Best single day

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Investing in usd stocks/taxation canada

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KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI

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Is a career at AMD even worth it??

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Knowing when to pull out

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Best. Day. Ever.

r/investingSee Post

Any reason why I shouldn’t invest in TSM given its current price?

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Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?

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Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.

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Made My First Investment At 20.

r/optionsSee Post

CSP for 10-11 Months Total Return ?

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One of my AMD calls that I haven't sold yet

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Am I doing options right?

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$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd

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Bullish on $AMD (Long-term)

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Is AMD a good buy?

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$600→$1700

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Some AMD vs Intel CPU 3D cache design theory

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My recent AMD vs INTC insight + 69% in 2 days

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Part two- been practicing option trading (80 % success rate)

r/optionsSee Post

Niche ETF Option Arb Strategy

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$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)

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TSLA Unloading

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PART 2 Been practicing option trading for a year

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AMD round 2 tomorrow lol

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ASML Sympathy Play/ ER Gambol

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Optimal Exit on AMD Jan26 175C?

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AMD $172.5 Jan 26 Call

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$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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AMD stock. Buy or no

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$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

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AMD: All My Dinero. It's either Dinner or no Dinner

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Sucks to hold AMD!

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AMD Ava Hahn Stock Slide

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Fess Up, who ate it on AMD today?

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$AMD buy the dip

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$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD

Mentions

Exactly. People saying that competition will catch up.. bro AMD has been trying for decades. AMD may have caught up ( and beat ) Intel, but Nvidia ain't sleeping like they were.

Mentions:#AMD

The thing is people want to be in NVDA. If you’re not in long now it doesn’t mean you’re not salivating at the opportunity for a pullback. So like all these other names SMCI, AMD, etc even if NVDA beats and dumps the dip will be bought. The company isn’t going anywhere. And there’s a ton of people waiting for the opportunity for a split so idk I’m bullish do whatever’s best for you

Even if I could afford to bet on their earnings I wouldn’t personally because there’s been more than a handful of disappointing earnings from others in the sector, namely TSMC, ARM, and AMD.

Mentions:#ARM#AMD

It depends entirely on the use case. The future is certainly AI, though I haven't looked into what makes for better or worse AI hardware. You are correct that AMD is the cheaper option but we have no way of knowing if it's because of their reduced margins. Last I knew, AMD was a much better value for raw power per dollar.

Mentions:#AMD

LEAPS are a solid plan. Even if AMD doesn't significantly increase its involvement in AI (which I find very unlikely), they are still anticipated to perform well, making it a relatively safe investment long-term. But I have no doubt that AMD is planning a strategic move into the AI sector. They are better positioned for this than most companies.

Mentions:#AMD

Lol, OP clearly doesn't understand tech development or they'd realize that NVIDIA holds the keys to the castle Subpar software will cap the effectiveness of hardware, whereas superior software will maximize whatever hardware is used Cheaper hardware means better profit margins, but moreover, they can make third parties compete to drive down their hardware costs. AMD has middling software, they have to rely on superior hardware to compete. They can't afford to risk underperforming hardware. this ain't financial advice, but it is the future

Mentions:#AMD

Good point about AMD. I personally agree that AMD had no show yet their potential into AI run. So I am looking for some entry points at calls or Leaps.

Mentions:#AMD

Dude, they are literally the only company with some serious demand for the future infrastructure of the next generation economy. They will be providing the backbone for the AI world. The "AI" software co.panies will fight it out, come and go, but NVDIA and also AMD, maybe even Intel, they will not be going anywhere, bc they are needed.

Mentions:#AMD

or maybe they are waiting for some release from AMD... so they can re negotiate prices lol

Mentions:#AMD

Nvidia has competition its AMD, and to a lesser extent intel but that's as GPU competitors. nvidia make specialized hardware for AI, and AI is the hype wagon of the tech sector, everyone's getting onboard. Sure there's a large software component to that but the software is reliant on the hardware, if a project starts out using nvidia hardware, unless there's a huge advantage changing platforms its not going to happen. The AI companies are racing each other to reach the next level, losing time while transitioning hardware, and also losing their invested value of said hardware would only happen if there was a big step up. going to a competitor who "copied" nvidia would be insane.

Mentions:#AMD

>people are having us try out AMD in test environments is this because they are desperate due to supply constraints? can you elaborate more?

Mentions:#AMD

Apple and AMD too -30% swings

Mentions:#AMD

Their tech dominance is years ahead of the competition. I’m not here to knock AMD, but I work in high tech software and can’t tell you anyone that’s building next gen software on anything AMD. If you believe that the proliferation of AI is on us. I would argue it is. It’s clearly evident that LLMs are here and useful and only going to get better, then you’ll need every increasing computing resources for them. NVIDIA is exceptionally positioned to capture that. Feel free to bet against this, there will be some correction at some point, but long term they are an exceptionally well positioned (and managed) business.

Mentions:#AMD

I see it too and im an NVDA bull. These people are blinded by the vertical rise. This will not last forever. My position is now 3:1 AMD:NVDA. Took some solid profits from $168

Mentions:#NVDA#AMD

AI would have to be exposed as woo/bullshit/vaporware for Nvidia to lose its moat. Or Intel, AMD, etc need to develop a serious competitor to Cuda. The first one should happen in the near future, but won't. The second one is a massive undertaking. Even if a competitor pops up, they will need Cuda customers to migrate to it, or on board new applications that aren't already on Cuda.

Mentions:#AMD

Too early, not seeing many switched yet but I also didn't see a lot of people switch from INTC Xeons to AMD in 2016 either. It's kind of a slow process but I think if you have both you're good to go, both these 2 do things nobody can do.

Mentions:#INTC#AMD

Unfortunatly not at this time, by example nothing compete to CUDA actually. I bought my 4090 one year ago and the price is higher today. I would love to be able to get an AMD with more VRAM, but nvidia is so far ahead of them.

Mentions:#AMD

AMD is still far behind. 1 server nets NVDA over $400k. People are buying tens of thousands of them alone. Let alone the raw chips and GPUs. AI craze + genuine leading edge tech + gov subs + pc users buying new consumer GPUs from them year after year + inflation and being able to raise prices to keep up with other inflation…. Nvidia is a cash cow. They’re also leading the pack with training AI models on images, video, and 3D content right now while not even advertising it. 10 years from now, naysayers will be upset that they looked for the negatives to avoid investing in it. When they’re ready to noticeably slow down, everyone will know. Not everything bullish is automatically a bubble because some folks got burned on Amazon and similar at moments.

Mentions:#AMD#NVDA

If so, I bet on Intel 🤷‍♂️, screw AMD and NVIDIA, Intel baby 💪😏

Mentions:#AMD

Well, then we have at least 2 years of nvidia rocketship before the stock is affected by AMD making something half as good.

Mentions:#AMD

>people are having us try out AMD in test environments .... can't just leave us hanging there like that. How is that going? Do they switch? You peaked my interest since i have a pretty penny riding on that horse as well as NVDA (I figure I can't lose if I bet on both). I've long sensed that all of NVDA's customers hate being their customer, but AMD really seems to be all promises and I am literally at my wits' end on if I should continue to hold.

Mentions:#AMD#NVDA

Nvidia is nothing like Tesla. Tesla is a car company valued like a software company. The business has shit margins in general and Tesla could only keep their good margins until they meet competition. Nvidia is a GPU company with a dominant moat. Even AMD, their only real other plausible competitor for the foreseeable future has high margins as well. There is no one else that is a realistic competitor. Other players in the compute design space like Intel and Qualcomm simply aren't and won't be competitive in this space before the end of the decade if not later. Neither makes GPUs capable of matching Nvidia nor do they have the talent to catch up. The only way Nvidia loses market share or margin meaningfully is if a) China pours the full power of the state behind creating a competitor b) succeeds in doing so c) allows for export to the United States d) the United States doesn't ban import or impose massive tariffs for "national security" reasons. Even if AMD makes up ground which isn't a given they will still likely be the most valuable company by the end of the decade. A lot of AI will ultimately bust, but a lot will end up hitting and the amount of compute required to make it work will make Intel at its peak look like change in the couch cushions

Mentions:#AMD

I do see it happening to be honest. I can see AMD putting out a chip that's half as good at half the price within 2 years and suddenly nvidias margins are gone.

Mentions:#AMD

You know, for all the volatility AMD seems to have, the option prices do not reflect that

Mentions:#AMD

NVDA premiums too rich for my blood. But I got calls on AMD and SOXL to ride those coat tails tomorrow.

They have a competitors: AMD. Intel as the biggest ones And no, they are not easy to copy an even if, there are no Manufacturers apart from TSMC, wich can't even keep up with current clients demands. Only thing that could pop is the whole AI hype, once people realise that, while quite neat in some cases, LLM's have nothing to do with intelligence. That would drive demand down and certainly Nvidia stock.

Mentions:#AMD

I started to buy some AMD on the side. Seems better priced.

Mentions:#AMD

Um, Amazon and META are buying huge numbers of their fancy GPUs, and they've got a wide moat. AMD is going to have a ready subtitute any time soon.

Mentions:#AMD

once other big players get into the market. my money is on AMD.

Mentions:#AMD

$UI is now up 44% in the last month (I started buying December 2023, am up 29% on my holdings). It wasn't an instant repricing after earnings, though, and the price action for peers has been pretty bad. I'm guessing market is sniffing out a cyclical recovery for UI specifically mixed with the fact it always had a high multiple thanks to having one of the highest ROIC's (if not *the* highest) in the entire tech industry. Any reason CROX is mooning again today? --- I read [this Tweet](https://x.com/dnystedt/status/1792727528681127949) / attached article on DRAM + HBM. Very bullish for Micron + Samsung through 2026. Let me see if I can explain it correctly as a semiconductor novice. There are multiple types of DRAM chips, DDR5, LPDDR5 DRAM, and HBM3. HBM stands for high bandwith memory Nvidia plans to rapidly increase production of GB200 AI chips, which will use HBM3e (and require double the current HBM output). 35% of the wafer-input into memory chip producers will be HBM (this also uses 60% more wafer area). HBM production is expected to be highly profitable. The problem is all the other types are also seeing rising demand (e.g. data centers using Intel or AMD server chips use DDR5). So memory makers will be trying to balance rising demand for both HBM3e and these other types of memory chips, likely leading to a price spike. Samsung will see full capacity utilization of existing plants by year end 2024. New plant in 2025. SK Hynix expanding a plant in 2025 and also adding a new one that year. Micron's new plant is to be done by 2025 and mass production by 2026. So that means until we could see a major shortage in H2 of 2024 through H1 of 2025, for example.

This is so wrong. Nothing AMD has touches NVDA 40 series on crypto. OpenCL isn't exclusive to AMD, hence the "OPEN" part of the name. CUDA however is an NVDA product.

Whenever I read about various smaller devices the cpu that’s chosen is usually AMD. In the world of the internet and computers- things also getting smaller (electronics in vehicles too) so AMD seems strong in that corner of the market.. as well as the usual data center stuff.. AMD has smart leaders and some room for growth

Mentions:#AMD

Intel and AMD are their biggest competitors, but they're quite far from building out a line of graphics cards like Nvidia. I bet on Qualcomm since they had were, at the time, producing so much of the CPUs and GPUs for cell phones. Sadly, the cell phone manufacturers figured out how to break out from under them.

Mentions:#AMD

Bearish thesis for Nvda earnings Cathie bought AMD yesterday

Mentions:#AMD

AMD test environments working is a matter of time and brute force. Right now, none of the stuff is remotely at a place where I can say “this is good enough” - atleast in the edge compute space. By then, NVDA will most likely introduce some other optimization or innovation to keep customers locked in, but atleast for this cycle they’ve won over every corporate procurement rubric for Edge or AI.

Mentions:#AMD#NVDA

A lot of places are trying AMD , at that price point/performance/watt you have to explore options. I’ve not seen it take major in roads yet but things change fast

Mentions:#AMD

Anyone who is big into gaming knows just how long we have been hearing "AMD will have GPUs that provide alternative options any day now," yet it never happens. NVIDIA have always been king when it comes to GPU, and there is no reason to believe that will suddenly change.

Mentions:#AMD

> It's not invalid, it means there is nothing special with their hardware That's incorrect. Merely getting a piece of software to work with another component doesn't mean *"there is nothing special with their hardware"*. > teams are rushing to create a similar product Teams have always been rushing to compete...nothing has changed here. > the ai wars are going to happen. AI uses NVIDIA hardware as a tool, not a requirement, and they can pivot to whomever if the tooling, performance, and cost is there. That's the only thing that's going to move the needle and nobody is close right now in terms of the entire ecosystem. Will somebody catch up? Hopefully, but we're looking at something closer to the Intel/AMD CPU wars. Not something that happens overnight.

Mentions:#AMD

Decided to play sympathy move on AMD for NVDA earnings

Mentions:#AMD#NVDA

>AMD needs to fall, P/E too high. Your needs make me make sad noises.

Mentions:#AMD

As long as their monopoly holds out. Personally I don't think AMD is too far from offering some completition.

Mentions:#AMD

lol...Intel and Tesla don't need any help being drug down. AMD needs to fall, P/E too high. also, clearly not financial advise, pretty much common opinion.

Mentions:#AMD

Who is “people” and why are they making you use AMD?

Mentions:#AMD

I didn't say it's impossible, it's just bloody hard. The same guys have worked for Nvidia/AMD/Intel before 100%.

Mentions:#AMD

The point is it didn't take much effort, we don't know what's going on behind the scenes at other companies. You can definitely bet money that AMD is doing lots of R&D behind the scenes right now same with Intel

Mentions:#AMD

So? Is it optimized for AMD and will it perform as well? Will NVIDIA prohibit it in the future? I don't see NVIDIA just letting their software tooling be conveniently used at competitors. This isn't Prusa+PrusaSlicer.

Mentions:#AMD

AMD trying to do to NVDA what they did to INTC, AMD's Mi300 and successors aint no joke...looking forward to this space over the next 3-5 years!

There were already engineers proving it's possible to run CUDA on AMD

Mentions:#AMD

They’ll both move together I think. Whatever nvda does tonight, AMD does as well.

Mentions:#AMD

Everyone's running the same few AI frameworks which seem to be made as complicated as possible on purpose, but there are plenty of smart people at AMD and Intel to make them work.

Mentions:#AMD

So if NVDA disappoints and drags everything down, buy AMD?

Mentions:#NVDA#AMD

Part of their moat is also by large their ability to attract and keep top 2% engineers. They are constantly pushing the technological limits. You have to have an environment that fosters this kind of "lets gooo!". This is hard to replicate. Every time I listen to Intel engineers being happy getting 10% more efficiency out of five year old tech I turn it off. AMD is on Nvidias tails but too much focused on "having the numbers right" then to wow the industry. They do it occasionally but not enough to get on NVidias throne. I would wish AMD would seek more outside investment then relying on bread+butter cpus to finance slow dev

Mentions:#AMD

If yo can make $100 a day pull out. That itself is 100% profit. I lost 4k trying to hold AMD

Mentions:#AMD

I’m a huge NVDA fan since 2016 and been doing datacenter consults mostly NVDA and AMD for the last 8 years. Fan of both Been on the AI train for years before this 2 years ago when NVDA was under $300 I said they really have no peer in this space. I said it will probably triple in a 2 years even at it's inflated price. https://np.reddit.com/r/wallstreetbets/comments/qw9glx/im_surprised_there_isnt_more_nvda_talk_before/ Up to end of 2023 we crazy busy, checking on some of them, a lot have said they weren’t in need of anything until end of 2025 or 2026. That’s just the cycle of semiconductor business lots of spending then a few years where they won’t need much. The more worrying thing for NVDA is people are having us try out AMD in test environments and other products so I’m not sure how long NVDA holds that crazy dominance it has and the margins.

Mentions:#NVDA#AMD

I'm a tech enthusiast, not a wall street guy. I hate NVIDIA because they're one of the most reactionary and psychopathic "growth at all costs" companies I've ever seen, but with the advent of AI even I had to start buying shares. They positioned themselves beautifully as the premier company in the gaming, crypto, and ML markets, all three of which should continue to grow for the next decade or more. Their only real competitor is AMD, who simply cannot catch up due to the insane mindshare NVIDIA has accumulated over the years. AMD could release something just as powerful as a 4090 tomorrow, for half the price, and still fail to gain market share.

Mentions:#ML#AMD

AMD X MSFT AI partnership — come on tendies

Mentions:#AMD#MSFT

Nah, AMD’s P/E is 240 right now. Palantir is 167. That’s the new or Al for tech.

Mentions:#AMD

I don't think there is much downside to it. The company is trading at just $19.5 billion above its book value, despite being one of the top silicon companies. Although Intel has faced challenges recently, they are still a dominant player in the industry. Intel generates twice as much revenue from chip sales as their main rival, AMD (including GPUs), and this is likely to continue. Recent Intel chips, both datacenter and consumer-focused, are competitive with those from competition. Additionally, Intel spends more on R&D (excluding their autonomous car subsidiary, Mobileye) than AMD and TSMC combined. I don't see Intel trading below $25, which is their book value. While it may take years for this to fully play out, I personally believe the price could rise at any time now. All it would take is some positive news for investors to recognize that Intel is not dead and should be valued at ratios at least half of their competitors.

Mentions:#AMD

Intel is pretty entrenched, but they got complacent and fucked up big time and let AMD start innovating harder than they were. Intel isn't going anywhere, but it's not as cool as it once was.

Mentions:#AMD

AMD stopped development during 2020 I believe because they underestimated demand, they are back on it though would be stupid to assume only Nvidia can pull it off.

Mentions:#AMD

> In the meantime, the competition has been sleeping Not entirely true, you can use [OpenCL](https://en.wikipedia.org/wiki/OpenCL) with AMD GPUs. It's actually what's used in the majority of cryptocurrency mining software during the boom and bust in 2021.

Mentions:#AMD

It is not just CUDA. Nvidia hardware is the real deal, something AMD has been chasing for more than a decade and never catch up. If you do not want to fall behind on AI race, you pay for Nvidia gpu. Better tools >>> easier for your engineers to focus on what they do.

Mentions:#AMD

This one is a none obvious but if you think about it, the ultimate batteground for AI will be mobile phones, not datacenters like NVDA and AMD specialize in. Chances are you're already holding their tech in your hand too: [https://www.synvestable.com/interactive-insider-s1](https://www.synvestable.com/interactive-insider-s1)

Mentions:#NVDA#AMD

If you want to play NVDA play SPY or AMD. Fuck TSM

Here's one, full metrics and analytics on why they're primed to be an even bigger player (especially running AI on mobile phones, NVDA/AMD are pure data center plays): [https://www.synvestable.com/interactive-insider-s1](https://www.synvestable.com/interactive-insider-s1)

Mentions:#NVDA#AMD

amzn says no to NVDA current gen chips and market remembered no one wants to buy AMD's shit at all.

Mentions:#NVDA#AMD

Eat a dick AMD, or course everything would V but you

Mentions:#AMD

As someone who got into AI relatively recently, when Jensen Huang said that their competitors could give away their chips and it still wouldn’t be cheap enough, he was right. AMD chips cannot perform even anywhere close to NVIDIA when it comes to AI. When these companies need a job done, they will shell out the money for the product that will actually get it done.

Mentions:#AMD

Lmfao clearly you don’t know NVDA, currently no one is topping them. AMD and INTEL are playing catch up. AMD has been pretty good but not nvidia levels.

Mentions:#NVDA#AMD

I thought that too but every time I think they are over-valued they seem to grow into their multiples. Their forward PE is about 38. Of course, I would feel better about 30. But if their stock price stayed the same and they keep beating estimates, PE drops. (More likely share price grows though). 38 forward PE isn’t even frothy by any means given their margins, cash flow, market share, backlog. Tesla is what… 70, AMD about 47, Amazon 41. Now, imagine if they also take the opportunity for an Apple sized buyback and maybe throw in a 10:1 stick split. What amazes me is that this fabless model has been so successful. I have no position in NVDA and am long TSM and understand they will be steadier and not have the growth rate of a high flyer like NVDA even though they are the foundation for nVDA, AMD, APPL. Geopolitical stuff is too big a cloud for them but they are doing well diversifying their fabs globally.

Mentions:#AMD#NVDA#TSM

If you paid attention to history AMD, Intel and Nvidia are always battling each other, AMD always manages to catch up and put out hardware for 1/3 of the price that outperforms the competition

Mentions:#AMD

How can someone copy them when there are two companies in the entire world who can produce the chips ,and 3 who can actually design GPUS ?  You dont think AMD tried to catch up for the past 10 years ?

Mentions:#AMD

>anyone that actually works in a data center can attest they don't upgrade their servers every 6 months, they don't need to buy new hardware every year either. Sure, but LLM processing isn't run on a DL360 G8. There is hunger for training GPUs, and it's not going anywhere. [Cloud services are eating up GPUs](https://lambdalabs.com/?matchtype=p&adgroup=55786367910&feeditemid=&loc_interest_ms=&loc_physical_ms=9009736&network=g&device=c&devicemodel=&adposition=&utm_source=google&utm_campaign=Google_Search_Brand&utm_medium=search&utm_term=lambda%20labs&utm_content=397107687029&hsa_acc=1731978716&hsa_cam=1054662654&hsa_grp=55786367910&hsa_ad=397107687029&hsa_src=g&hsa_tgt=kwd-315332575824&hsa_kw=lambda%20labs&hsa_mt=p&hsa_net=adwords&hsa_ver=3&gad_source=1&gclid=Cj0KCQjwjLGyBhCYARIsAPqTz1-Gpc4T90hvAojjB4N7uizNGMbAab-fiacRIOYhV1vhrMEQ1DyWQ7UaAgSJEALw_wcB) as fast as they can buy them. And as much as I love AMD, they have a lot of work to do to to compete with Nvidias software stack. There's a certain amount of inertia now- people have invested in the tooling, so they will stay with Nvidia rather than reworking their models for another software stack.

Mentions:#AMD

They... don't have a monopoly. They don't even make the best chips for AI. Google's TPUs are more efficient for AI than Nvidia's designs, although they are for internal use. AMD's chips have better performance/cost for AI applications, but their software needs to catch up a bit. At best, nvidia's moat is held up only by software platforming. TSMC/ASML are more critical to the AI chip supply chain and have much larger moats.

Mentions:#AMD#ASML

Nvidia has spent over a decade writing CUDA to corner the market on GPU processing. Sure AMD can make chips but talk to a real programmer and they only want to touch CUDA libraries as they work and are well documented.

Mentions:#AMD

Why is AMD garbage today

Mentions:#AMD

When he said "make" he meant design, and he is correct. Intel, AMD, and Nvidia are the only players make discrete GPU.

Mentions:#AMD

You are getting some basic facts wrong. Specifically the part about the software. You have been able to run CUDA on AMD gpus for a long time now via [ZLUDA](https://github.com/vosen/ZLUDA). There’s no rumor. Good luck doing it in production though.

Mentions:#AMD

Let me correct you. Only Nvidia has the tools and knowledge to create top in class AI chips which everyone wants. AMD and Intel are at least 10 years behind.

Mentions:#AMD

anyone playing off NVDA earnings results buying AMD poots? LMK

Mentions:#NVDA#AMD

And AMD, MARV downwards already. Sold 1000 AMD by naked calls.

Mentions:#AMD

if companies don't want to buy NVDA current gen chips to wait for next, imagine how they feel about AMD's products. ![img](emote|t5_2th52|18632)

Mentions:#NVDA#AMD

Making GPUs is harder than making a base on the moon. Only Nvidia, AMD and Intel have the know how and tools.

Mentions:#AMD

It looks like it really is over for NVDA and AMD this time. Wow ber, u win

Mentions:#NVDA#AMD
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