Reddit Posts
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Thoughts on this? 18 years old
What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Tried self investing again this month since 2021…
Day 4 Update: Letting AI manage a Robinhood portfolio
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space regard checking in before launch.
The SpaceX IPO will be the next "housing market since 2020".
Which AI stocks will be a winner for coming years?
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
AMD fell around $40 since close.
When are you guys selling Semis? $AMD keeps chugging up.
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
AI infrastructure is turning the whole market into one giant NVDA side quest
AMD’s price has massively detached from forward earnings expectations
Thank you Marvel, micron, and Jensen
Thank you Lisa Su! Arvind and spez please take it from here.
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
Mentions
You’re misinterpreting scale for demand. Meta’s not in a deal with AMD over compute need. They got subsidized compute because AMD was desperate for a hyperscaler. The compute scaling is meta’s literal play to drive down spot compute instance prices. tell me about the Cost Per GPU hour over the past few months. Tell me why NVIDIA is partnering with all these neoclouds. It’s to drive down spot compute prices. Oracle went balls deep in debt to compete in the neocloud game and they’re going to catch themselves suffering in their gross margin. I’ll happily take all your money next earnings print.
The entire structure of the AMD/Meta deal is not to scale meta’s compute power, meta gets 160 million shares of AMD to buy the MI450’s, it’s a pay me to buy deal where meta gets to diversify their portfolio with subsidized compute while AMD gets backed by a hyper scaler. That’s only bullish for Meta. Meta gets low cost compute supply, with Meta compute PR’s a few days ago, it’s literally a play to drive down costs of spot compute, this hurts neocloud margins.
One post shilling AMD, just shut up
I don’t listen to analysts. I bought nothing but Palantir when A.I. first started to become a mainstream topic but PLTR was not yet on the news. Then they called it a consultancy. Fuck analysts. I got out of that trade before the music stopped, I bought it for a year straight and sold it all near the top. Now I buy nothing but ASTS. Joint venture with all major telecommunications giants plus the department of defense. I see a future where all our allies and the United Nations utilize these satellites as well as getting cell phones into the hands of people all over the world that previously had no cell service or very poor cell service. My tea leaves read that ASTS will be critical and indispensable infrastructure and relied upon for military operations, disaster relief, and consumer use. Starlink does not scare me, not after I missed AMD. Too obvious, so I missed it. I only catch obscure stuff like PLTR and ASTS it seems and only right before the inflection point after several major catalysts so the parabolic move showers me in profits yet leaves me needing to find the next stock. Would be nice to get into one of these in the single digit or low double digit share price one day and retire. Check out AST Spacemobile Podcast and ask artificial intelligence to explain the business and the stock to you. The guy running this company already built and sold a previous satellite company for 550 million dollars. We are getting this fucking constellation up there and it will not be raped by Starlink. Ask yourself why Verizon, AT&T, T-Mobile, Vodafone, a bunch of other smaller carriers, Japan, and the department of defense are all up in AST Spacemobile? Why not Starlink only? It’s going to fucking rip. I put $50k in and over the next year I will drizzle another $50,000 in every 2 weeks. I am buying every dip as well, with whatever I can. I would rather set a hundred grand on fire than risk missing this opportunity as it is obvious to me and I like that it is misunderstood by others and is seen as speculative and risky and scary. More money for me.
Currently: HOOD COIN NVDA Past 2 years: META AMD GOOGL AMZN MSFT APPL NVDA 🐐
I had no idea that AMD ever traded below 100 dollars once it got to that price initially. I had to look it up. Well played sir, well played.
Almost the same as you.. AMRK instead of AMD 🤌🏼
Fr I want to see my AMD stonk
Are we mooning Monday? AMD one trilly?
PLTR GME CSCO then 4 and 5 are NVDA, RKLB Rest of the top 10 are GOOG, AMD, TSLA, ASTS, AAPL ETFs are the bulk though. Those are just the top individual holdings.
Mag 7 = 32% of S&P 500 Broadcom & Micron = 4% AMD, Intel = 2% That's 38% of the S&P 500. Is that really diversification?
NVDA, AAPL, GOOGL. LLY, CRWD, AMD, aren’t far behind.
AMD has been a difficult stock to be a long-term shareholder of from 2020 - until 2H '25. Nice work to Lisa Su on creating an option for GPUs and CPUs have really taken off now in agentic AI
Only two stocks at 50/50 weighting: 1. AMD (avg cost $170) 2. Klarna (avg cost $15.50)
Only two stocks of roughly 50/50 weighting: 1. AMD (bought avg cost $170) 2. Klarna (bought avg cost of $15.50)
AMD bought 1000 shares at $85 right before AI started. I have wheeled it successfully since.
MU, NVDA, AMD Been the same since 2016 with rebalancing always towards MU Missed some of the biggest NVDA gains when I kept selling but caught the AMD and now MU run ups It’s been a good 2026.
AMD HOOD IONQ(why am I in quantum?... )
1) AMD with half of my portfolio 2)Sofi 3)Amazon
MU, AMD, and CAT. I pick up a few dozen stocks at the beginning of the year and let them run but use margin for short term trades
AMD, msft, axp. Don't buy msft unless you enjoy pain.
All my houses are paid for, but my total property tax is $23k per year. I am still holding two rental homes as well. I made some big profits over the years on TZO, AMRN, and AMD. I waited years for each one of those to pay off. Day trading never worked for me; you win big and lose big. I am now back in TZO (Travelzoo) for one more big one that will put me back cash-rich, as I don't want to sell my multi-million dollar home. You are exactly right in what you are saying. Once you pay off your home, the market can't take it away from you, and it does bring a sense of security.
I'd let it ride considering you don't have a need for the cash. There are a multiple positive catalysts occurring later this month and I won't be surprised to see this at $600 by end of month and $800+ by end of year. Cheers and congrats from a fellow AMD investor 👋🏽.
The only reason I’d leave it all where it is would be if I thought it would outperform the broader markets, which it definitely has been. But nobody can tell you the future of any stock, especially anonymous people on Reddit. I have about two thirds of my portfolios in ETFs. Most are heavy on Nasdaq/Tech. And most of those beat the S&P index funds. A tech ETF (like QQQ or XLK) might not go up as quickly as AMD when it’s on a run, but you won’t see as much volatility. If you’re not planning to take profits soon, I’d put some of my profits into an index fund like the S&P or Nasdaq. And seriously, if you’re looking for advice, speak to a financial planner - preferably in person. I’ve found a lot of great stocks on Reddit I probably wouldn’t have heard of otherwise, but I’ve also found quite a few that didn’t turn out great, either. An experienced professional will ask you a ton of questions about you and your lifestyle before making any suggestions.
It sounds like this would be a significant help for you in your retirement. I would sell and put it in something more stable. Could it keep going up? Sure, and probably will. But, it has shot up particularly in the past 6 months. That makes me nervous. You could sell some and leave some, too. Like 150k out into something more stable, and 50k left in AMD. Personally, I sold my shares in AMD on Tuesday at, I think, $558/share. I bought mine at $16/share. For me, was time to take profits, it was an outsized portion of my portfolio, and I wanted to rebalance. I may buy back into it with a smaller position later after a dip as I do still believe in AMD, I am nervous about AI and potential bubble.
Take 180K and spread it out among broader ETFs like SPY and QQQ. Leave 20K in AMD bc it has a nice future but no need to put all your eggs there.
Thats all profit from semis, not quantum, if you ivested in those semis youd have gotten more, like my 150% with AMD I bought wisdom tree quantum for long term quantum investment cus it actually holds the quantum companies not semis
During the Advanced money destroyer days I once inversed WSB thinking "itll go up cause inverse wsb right?" On an earnings call and got boned and never played options on AMD again lmao
Approx 20% move up from here takes it to 1T When Mi4xx gets released - is it sell the news and then move further up? Very interesting is Intel / AMD seem to have tandem moves while Nvidia is usually all-by-itself. Even Intel fab news will help AMD
Holy shit. Meta has fucking AMD warrants to buy tons of stock for $.01c per share by 2030 as long as they deploy 6 GW and AMD's stock is $600 per share. It's free fucking compute. META leads Open Compute Project (OCP). They aren't going to cut capex. If anything, they are going to increase capex.
Nvidia is at peak margin phase while AMD is at the inflection and ramping phase. For reference, in late 2022 - early 2023, Nvidia had a trailing P/E of 240-300 while its forward P/E was 70-80. Tons of people called Nvidia way overpriced back then but would've missed out on generational gains if not invested. P/E ratios and such are really not an important metric in the context of growth stocks because they compress extraordinarily fast as the company grows.
AMD hold on dumbass let me get calls
I’m up 100% on AMD and 200% on INTC. So yeah I did “foresee”
AMD crash this week and watch out below
"but there were talks about AMD signing a deal with AAOI" If that shit gets announced, fuck everything i said, and enjoy retirement. i did sell my measly 200 shares to weeks ago when I saw the highs fell from being 190 to 200+ and started becoming 180 - 175, I may open up some CSP to get back in, best of luck and i hope you get rich mofo
If you lose money all the time and you think AAOI is not a good investment... wouldn't that make it a good investment? Lol, jokes aside, AAOI (and SIVE!) are especially appetising exactly because they are still expanding and scaling up their business in order to meet insane demands. Yes, execution risk is the biggest issue, but there were talks about AMD signing a deal with AAOI (they need photonics stuff but, as I said, the big boys are already fully booked) and SIVE is being bought by lots of institutions and will be one the NASDAQ soon. While there are execution risks, way bigger players than us (both companies and institutions) are already betting on them. I honestly have zero fear in holding a big chunk of SIVE and AAOI for a full year (at least) from now.
I’ve grown to despise option contracts it’s no room for mistakes I want to go back in time and tell myself to buy as much of the tech sector as possible back when AMD was 20 damn dollars a share
I've been 100% in S&P500 since 1998. Putting money in individual companies can be fun to play with, but its not a serious retirement plan in my case. I set aside some to play with, and have had some great wins like buying AMD at $3 and NVIDIA at $47. But the bulk of my money is always going to go with the top 500. Its the best set it and forget it plan imo and lets me weather dot com bubbles and mortgage crisis's with absolutely zero thought. And even your point of Intel....shit is flying high again, they only recently stopped dividends, so you were still getting ROI all those years.
Did you just compare Nvidia’s P/E over AMD’s? Quit embarrassing yourself
AMD Zen3 (or4) supports both. Its possible and makes complete sense if they can do so. The performance delta aint that much in practice between ddr4 and ddr5 for every day / generalistic usage
No it doesn't and it still baffles me how confidently ignorant people are on this topic. There are literally hundreds of posts about "AMD P/E OVER 100" explaining amoritization.
If you’re 50% bonds You can be in like 5 high risk high reward companies So like a 5 10% companies and then you hedge your risk and when volatile stocks like AMD lose 70% in value and now it’s like 3% of your portfolio You sell of portion of your bonds to buy the dip in AMD If AMD comes back to what it was You now have a 230% upside
I pick with "never to sell" horizon.....pays off as winners pull any or all losers by several margins (and yes I have picked lasers too). It's only when I see the true fundamental of business challenged or disrupted I exit....no emotional bias Tech - Google Microsoft Amazon Meta Nvidia AMD Broadcom I have been loading up on "disrupted by AI" theme stocks - Adobe, CRM, NOW, Pubmatic, Twilio, Duolingo, Spotify And last bet purely asymmetric Ford. Picked up because my friend works in EV and he told me how Ford is repurposing them to BESS which I feel will be huge catalyst (Ford gets valued as traditional automaker but if their pivot to Ford Energy is successful imagine re ratings, earnings growth and multiples it can command maybe not as Tesla but still). Worse case it pays be 5% dividend so 20yrs all paid!
No. Just smart. BTC went from $126k to $60k from October 2025 to today. During this period of time NVDA went from $184 to $196. During this time AMD has 2x'd. LITE has 5x or more.
Happy 3-4th of July. AMD 🍪
Okay then. The home grown ASICs are coming via AVGO to Google, Microsoft and Meta, OAI too (but they're not public) My comment was about AMD's GPU vulnerability. The question you're asking is which one of these 4 companies has better potential than AMD today? Not discernible. AMD is going to do alright with organic growth from DC, but I think all these companies will also benefit from organic growth. Hockey stick share curves already happened at AMD/AVGO, and the hyperscalers all won't move their stock on cost cutting asics. Maybe look at cerebras who just went public, but I'd wait until their lockout period expires.
It was a legitimate questions asking what groups I might not be aware of could develop "homegrown ASICs" as you said that is an AMD vulnerability. So where should I park my money?
[https://www.tomshardware.com/desktops/servers/arm-servers-capture-over-45-percent-of-data-center-market-revenue-gpu-clusters-and-high-end-ai-infrastructure-fuel-a-tectonic-shift-away-from-x86](https://www.tomshardware.com/desktops/servers/arm-servers-capture-over-45-percent-of-data-center-market-revenue-gpu-clusters-and-high-end-ai-infrastructure-fuel-a-tectonic-shift-away-from-x86) This market exclusively belong to Intel and AMD. Or do you think all that came out of the Intel side?
Totally depends upon the new launch of their new generation AMD CPUs. If it actually boost up the performance and everything and does the best job then they might succeed in hitting 1 trillion in 2026!
You’re talking about a very niche sector of the market that has had a historically black swan event growth trajectory over the past few years: chips and memory. The volatility you see is because historically speaking semiconductors (chips) and even more so, memory, have been cyclical sectors. They rise during buildouts they flatline during research and development. The AI boom has caused companies in the entire value chain of AI to absolutely explode in market capitalization. Micron, Sandisk, Nvidia, Intel, AMD, TSMC, so on and so forth. The volatility is a reflection of fear and greed. Many investors think and know that this is a fickle short to mid term play. With some (a small minority, usually AI bulls) thinking it’s a long term growth cycle. The bottom line is, nobody knows. If we knew, we’d buy calls or shorts and become multimillionaires overnight. Meta has been rumored to be selling its excess compute capacity which directly goes against the narrative that compute and memory are a bottleneck and the AI infrastructure buildout has an under supply of compute and over supply of demand. Many companies are coming out and saying they are cutting back on token usage simply because the cost to return ratio isn’t justifiable. Many companies are surpassing their yearly AI budgets in months. With some questioning what the return is that they are actually getting. A recent study showed that AI isn’t causing mass layoffs and simply cutting personnel and replacing them with AI to increase margin isn’t so cut and dry. There is a lot of chatter about valuations being too overbought and way too high. There is a lot of chatter about how and if AI is going to prove itself to be a profitable business model, i.e, economically sound. You have to remember, trillions of dollars are being spent on compute and data centers. One hyper scaler announcing CAPEX cuts could trigger a massive sell off in the beneficiaries of that capital flowing into their businesses: memory and chips. The AI “bubble” (whether it is or isn’t idk) has been a narrative of “mass layoffs”, “a technology bigger than the internet”, “AGI and robotics replacing all white collar jobs and factory work” etc Yet, frontier LLM model makers are really struggling economically. How do they turn a profit? Is there a profitable business here? You have loads of AI models from ChatGPT to Claude to XAi and Gemini, all the way to free and open source models from China and the like that are increasingly able to compete with the major US LLM frontier labs who are the ones spending ridiculous amounts of money to the hyper scalers to rent the compute. Problem is, if on the very front end of the equation (us, the users and enterprise - large businesses) there isn’t a ROI the entire chain collapses. There is a new theory that LLMs will be a commodity that run locally and are tailored to individual companies. All of this is brand new and investors and trying to figure out who are going to be the winners. Amazon won retail. Meta won social media. There aren’t going to be 20+ LLM models who come out on top. 20+ companies can’t sit at their current valuations and all share 100% of the market share. Personally I think investors are starting to wake up to the idea that maybe all of this capex spend and AI hype is starting to fade and we are going to have to see real data and numbers showing profitability. There is a major risk that all of this comes collapsing down on itself thus investors are finicky, thus the volatility and risk. I’m not saying it’s over, idk. But every investor who is paying attention knows that the music is going to stop eventually and that’s becoming increasingly obvious. Hence semis and memory being down right now. I think the narrative is shifting from the AI bulls to the AI bears. Nobody knows. If we did we’d be filthy rich. But I wouldn’t be surprised to see in the next round of earnings reports that hyper scalers announce cutting capex either this quarter or next. If that happens or a chip/memory maker misses an earnings prediction then this could get a whole lot uglier. Chips and memory are currently priced to absolute perfection and performance. Remember stocks reflect what investors think will happen in the future. They’re forward looking. If the narrative changes that compute has been overbought chips and memory take a major beating. Many companies who fired employees to replace them with AI are also rehiring or finding the AI model to not necessarily be what it was marketed to be. Again, the narrative is changing. Over the past few years the narrative and vibe has been very optimistic and bullish, once sentiment shifts you could see a massive sell off in these one dimensional sectors of the AI trade.
AMD will certainly hit 1T but within 2026 is hard to say given the huge run this year. I'd say yes to hitting it by Feb 2027 when full-year earnings come out. The AI market is on track to really huge growth and if AMD can get even some of that hyperscaler action, that's a huge win for share price. I think Aug and Nov earnings will show how much they've executed and Feb earnings will seal the deal. I actually think this is the same for many companies in the AI sphere.
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for cheap AI models, why? Because they know it is not sustainable, because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for **cheap** AI models, why? Because they know it is **not sustainable,** because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
The one trillion call may be too aggressive for 2026. But using only trailing P E to dismiss AMD ignores the actual debate the key is whether data center revenue and margins keep improving enough to justify the forward expectations
What groups out there could potentially eat into AMD‘s market share?
Yes along with Intel. Whole AI (LLM) business run on GPUs. When AGI, even the earlier versions, AI needs processing power for decision-making, and logic reasoning, and etc. AMD and Intel will reach many highs in coming years.
Maybe possible if the AI accelerator story keeps getting bid up but that’s not the same as saying it’s likely. At this point AMD needs execution and real data center numbers, not just 'second place to Nvidia' vibes
Anyone knows where AMD and GLW are? We need to make money in this bih 🚀🚀🚀🚀
It's definitely possible, but a $1T valuation is a high bar. AMD will likely need continued strong AI growth, solid earnings, and a favorable market environment. A 9% pullback after a big run isn't unusual, so I'd focus more on the company's fundamentals than on whether it hits a specific market cap this year.
“Crash”. AMD is literally down 10% after going up 200% this year lol
Bro fuck me. My GPU is dead dead. The worst time for this 😭 Calls on AMD though.
Not without fulfilling their commitments. "The first tranche vests with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to 6 gigawatts. Vesting is further tied to AMD achieving certain stock price thresholds and exercise is tied to Meta achieving key technical and commercial milestones."
Yes, they will probably hit it. Whether they maintain it is fully dependent on market sentiment. I think the stock has a current fair value of about $450. It reaches the $550-600 range when you begin pricing in a successful Helios launch and the increasing TAM for CPUs. $600+ isn't unrealistic, but it's pricing in a lot of assumptions that aren't really sustainable in this market until we reach the back half of 2026 and we see management's forecast continue to align with this narrative. You'll see a lot of selling pressure unless AI mania takes over, and I hope it doesn't. Personally, I see the current floor for AMD around $500 now, and would try to DCA in around that if I were trying to gain exposure, with the actual goal of getting shares under $500. Anything below $450 is a steal. There's a lot of noise we'll need to get to before the end of the year, so it's not off the table to see those prices again if gaps fill.
Imho, I think the last 30 days indicates a pullback is imminent in AMD. A P/E of 180? You’ve got to be insane. I sold most of my AMD at $580. I’ll look to buy again when it comes back to a reasonable valuation.
Yeah, I think that NBIS just got put in second place in neocloud, in a AMD/NVDA dynamic, very bullish imo
Today is not a day to overreact. Most of today's action is just quarterly mechanics (new quarter starting and a lot of big funds are likely taking profit on semis that ran up into yesterday's close). Look at the names that ran up big the past week: ALAB, AMAT, KLAC, LRCX, GLW, AMD; those are the names that are down the most.
AMD goes up 10%, NVDA goes up 1% AMD goes down 4%, NVDA goes down 4%
Advanced Money Destroyer is about right. I buy calls, it tanks. I buy puts, it trades sideways until they expire then tanks the very next day. I buy puts again, then it spikes hard. AMD utterly wrecked my portfolio.
Great chance to buy AMD calls at open. That shit ALWAYS recovers and flies through to ATH
I did on short AMD calls and got extremely lucky, getting out right at the bell
My AMD 570 put i bought at the highs yesterday would have printed bigly. so glad i sold at a small loss before market close. Conviction sucks!
Agentic AI - A year ago you would use AI to run a simple command and you would expect a response back within seconds or minutes. Now in software development you're running complex commands where you're working with AI to come up with a way to create a complex plan to make changes to a system, break it down so that it can be executed by many agents, so that the changes can be tested, reviewed by another set of agents, and then the whole thing needs to be orchestrated by an agent with every step along the way having token budgets and a specific set of rules. Right now some commands run for days, and they are doing what would take programmers weeks or months to do. Complex commands that do work are becoming more common and the expectation that those commands will get more complex and long running. Basically, you're moving from something light and simple to heavy and complicated. That means you need a lot more compute resources to run those AI commands but it also means you're going to have a ton more software get written and that is also going to need more compute resources. Nvidia went up because there was a lot of demand for hardware to train AI models, now Intel and AMD are going up because there is a lot of demand to use AI models. Think of Nvidia as a car company and Intel/AMD as fuel companies. More cars means more fuel consumption.
**BanBet Won** — /u/LiamPhlegmsworth (2W-0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $581.51 → $564.07 | -3.0% | 19h 25m | Won |
Yesterday was an indicator. AMD and SNDK fly and MU was being dumb.
Sitting on 100k of AMD puts 😂
If Nvda is where its at right now there is no way AMD is going to stay up like this. Thinking maybe a little dip back to 430-450.
I got burned by an OTM cc on AMD and have pretty much stopped.
You think I should go in on all things like AMD, Nvidia, Apple, etc.? Or MSTR
I'm old enough to remember 1.5 years ago when this thread was calling AMD "Advanced Money Destroyer" Narrative follows price action, not the other way around.
I was 100% AMD. Now I’m 65% AMD
Times are getting tough. Time to bust out my AMD BC-250(PS5 "Lite" if one existed) that I bought back when they were $60. Game on a budget.
apparently there is an AMD and AAOI deal about to be announced soon, [https://x.com/twils1211/status/2059374002892583109](https://x.com/twils1211/status/2059374002892583109)
I diversied my amd holdings by selling AMD $100 and panic buying AMD back at $500
No but I'm 10% RKLB, and AMD, NVDA, GOOGL were all up as well.
I still risked almost all of my capital in AMD with no savings and it payed off. Does that still count?
taking profits and buying visa and an index fund is the most responsible thing anyone has ever posted on this sub. that's not a gain post, that's a financial advisor wearing a wsb costume. the 31k AMD you're still holding is the only thing keeping your account here instead of in r/bogleheads.
This time last year I only dreamed of this kind of gain. It can happen for you. I took a calculated risk when I moved 6k into AMD last year. I can’t say you will get a 300%gain but me taking the risk got me there.
I am not the best person to comment on that. **What I’ve read is that AMD is overvalued and risky so I trimmed some up and plan on trimming more while investing safely elsewhere**
My AMD is at 64% of my portfolio... is that too much?
I’ll have to check them out. This put me at 15k in the S&P 500 I plan on selling 21 shares next year if AMD hits $750 a share. I will be investing in TSM and QQQ I think. Plus visa
https://preview.redd.it/zpkrarxvhcah1.jpeg?width=1179&format=pjpg&auto=webp&s=e210a944c7d054a0baa2d6c513fe3d3e7f45707d Here is my AMD position now
I think the interesting question isn't whether NVDA or AMAT is the better business—it's how much exposure you actually want at each layer of the AI stack. You could make a reasonable case for owning: Infrastructure (NVDA, AMD), Equipment (AMAT, ASML, LRCX), Foundries (TSMC), Hyperscalers (MSFT, AMZN, GOOGL), Software/app layer. That way you're not making a single bet on where the economic profits ultimately end up. History shows that sometimes the biggest winners aren't the companies everyone talks about today. The harder part is deciding the allocation between those buckets rather than picking one "winner."
It really is the meh 483 or so. Need to back out MU SAN DISK Dell AMD AVGO GLW and others. The top 10 are all up triple digits this year.
I'm running 72gb when code 3 at like 40t/s on an AMD Ryzen max +395 with 128GB and orchestrating with aider for ide and openweb ai on chat browser. Integrated web for another financial analysis project and frankly it just works. Meanwhile, my day job is spending a lot of money for agents that churn and burn and take to long. I can make specific prompts for code I need knowing its role just using "ask". Code pilot is a total ripoff IMO, total waste of time as it rethinks and burns tokens on a virtual mental illness of overthinking. We just had our tokens cut so glad to be back to normal development and debugging. Just a couple coppers of an opinion, really don't care too much. But my curiosity is insatiable.