AMD

Top-Meaning2626

Holes fucktard, my AMD calls are murdered

throwaway78907890123

AMD pump n dump in a week is crazy!

HauntingDelivery3118

I don’t think you know how options work. I just need the market to be volatile and pltr to pull back. I’m obviously not holding this put until end of expiry. I did the same with nvidia and got out at 40% and AMD at 33% will it work again? Who knows

besiuk044

He’s telling us that companies like AMD and Intel are trading at very high valuations compared to their sales, and he recommends investing in AVGO.

Famous-Cream-8221

I think NVDA, AMD, PLTR, and maybe MU as well

LisaSu92

You mean Lisa the CEO of AMD who’s made me millions at only the age of 33? Okay, will do.

Etheikin

we cant, do you know why every memory companies have the same increase % wise ? compared to nvidia that has the biggest % increase compared to others. its because memory are standardized so everybody can actually make it, they have no MOAT. compared to nvidia / amd they have their own proprietary interface technology, A.I that are trained / build on NVIDIA will be hard to run on AMD

Electrical_Star_8524

Someone talk me out of selling my AMD position please. Up 500 percent. Might just sell half idk

0201037464793921170

Beyond all this macro noise, what do you genuinely think AMD price will be on 12/31?

notepad987

Buy AMD stock and get even richer.

xlmtothemoon

[how's this one](https://www.walmart.com/ip/CyberPowerPC-Gamer-Supreme-Gaming-PC-AMD-Ryzen-9-9950X-NVIDIA-GeForce-RTX-5070-Ti-16GB-64GB-DDR5-2TB-SSD-SLCAI8000CPGV2/15310521182)

BagHoldersOfAmerica

Chip and memory bulls really hoping MU AMD and NVDA can price gouge the world for the next 5 years and China doesn't do their China thing and flood the world with it

yourgirl696969

Anyone smarter than me care to explain how AMD is worth nearly a trillion dollars? I still don’t get it lol

Defiant-Fee-7550

With the amount of AMD gain porn being posted on Reddit by multi-millionaire nurses and on YouTube, kind of expecting a 50%+ crash in it the next few months :wendys:

Te_la_lavas

Dude, I bought Meta (back when it was Facebook) at $26, sold at $31. Made some money and thought I was so smart😂😂😂. Absolutely regard. Did the same with Tesla. Glad I didn’t do that with AMD and NVDA.

spendology

The olden days when it was Intel versus maybe AMD

Efficient_Win_3902

PUTs on AMD all day

slippery-fellow

Wait for my AMD calls to print.

Matter33333

Ground buyers here jwere telling Facebook is shit and Netflix is shit in 2022, and that they would never buy AMD GPUs. How did any of that turned out?

Guinness

Now that Opus 5.5 can handle week long tasks without stopping (well, so long as I have usage left), my servers are constantly pegged at 100% utilization. I had to set up cgroups for all of my applications just so Claude code didn’t starve out my Plex server while running tests. What I’m trying to say here is you guys need to buy AMD because “agents” like dots or whatever they’re being called need a good amount of CPU to so their work. The GPU runs the model but the CPU runs the harness. Maybe even buy some Intel, too.

First-Hotel4694

here's todays trades as you can see there aren't many just enough to cover the bills https://preview.redd.it/fn53ypiue3vh1.png?width=1385&format=png&auto=webp&s=49216b2ff1742024ed3028567352d4161f68d97f |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close|| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/12/2026|12:16:25 PM|MU|Bought To Cover|1|MU Oct 12 '26 $1000 Put|$5.59|$0.01|$0.15|($559.16)|Close|| |10/12/2026|12:16:25 PM|MU|Sold Short|1|MU Oct 14 '26 $980 Put|$8.29|$0.03|$0.15|$828.82|Open|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|1:23:58 PM|MU|Bought To Open|2|MU Oct 16 '26 $955 Put|$7.97|$0.03|$0.30|($1,594.33)|Open|| |10/12/2026|1:23:58 PM|MU|Sold Short|2|MU Oct 16 '26 $960 Put|$9.17|$0.06|$0.30|$1,833.64|Open|| |10/12/2026|2:05:31 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.30|$0.03|$0.30|($60.33)|Open|| |10/12/2026|2:05:31 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.49|$0.03|$0.30|$97.67|Open|| |10/12/2026|2:05:58 PM|AMZN|Bought To Open|2|AMZN Oct 23 '26 $242.50 Put|$0.56|$0.03|$0.30|($112.33)|Open|| |10/12/2026|2:05:58 PM|AMZN|Sold Short|2|AMZN Oct 23 '26 $245 Put|$0.79|$0.03|$0.30|$157.67|Open|| |10/12/2026|2:07:40 PM|AMD|Bought To Open|2|AMD Oct 16 '26 $557.50 Put|$2.35|$0.03|$0.30|($470.33)|Open|| |10/12/2026|2:07:40 PM|AMD|Sold Short|2|AMD Oct 16 '26 $560 Put|$2.69|$0.04|$0.30|$537.66|Open|| |10/12/2026|2:22:50 PM|AVGO|Bought To Open|2|AVGO Oct 23 '26 $320 Put|$0.54|$0.03|$0.30|($108.33)|Open|| |10/12/2026|2:22:50 PM|AVGO|Sold Short|2|AVGO Oct 23 '26 $325 Put|$0.82|$0.03|$0.30|$163.67|Open|| |10/12/2026|2:23:21 PM|AVGO|Bought To Open|2|AVGO Nov 06 '26 $315 Put|$1.68|$0.03|$0.30|($336.33)|Open|| |10/12/2026|2:23:21 PM|AVGO|Sold Short|2|AVGO Nov 06 '26 $320 Put|$2.28|$0.03|$0.30|$455.67|Open|| |10/12/2026|2:24:24 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.31|$0.03|$0.30|($62.33)|Open|| |10/12/2026|2:24:24 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.52|$0.03|$0.30|$103.67|Open|| |10/12/2026|2:30:22 PM|PNC|Bought To Cover|1|PNC Oct 16 '26 $230 Put|$11.64|$0.01|$0.15|($1,164.16)|Close|| |10/12/2026|2:30:22 PM|PNC|Sold Short|1|PNC Nov 20 '26 $230 Put|$13.47|$0.04|$0.15|$1,346.81|Open|| ||||||||||||| ||||||||||$1,390.97|||

oioiiii4

buy AMD or MU at this point?

bluen

Bruhs American dollar bills gonna become weedless Only your material assets will have value, like your used graphics cards, used RAM, and used AMD processors

StreetRat0524

I've got two AMD AI setups with a GX10 as well, all running QWEN 3.8 Flash next. I've got some scripting that basically goes out and records a lot of ticker data, SEC, FINRA filings, etc that then goes and does back tests and gives a probability of an upcoming event being a good put or call buy. Still working on it quote a bit, the same as gambling but someone else doing the research for me

Terrible-Deer1398

AMD and MU are the biggest shams in this whole bubble. I CANT wait for the day you guys start crying about advanced money destroyer

soupaman

My first ever stock purchase was AMD at $2.12. Sold at $13 and thought I was a genius. 

Indianstanicows

Intel, AMD & HPE leap calls looking sooooo juicy🥛

Shijaki

she sold AMD right before it ripped, reallocated to AVGO and CBRS. lol

0201037464793921170

Holy fuck, they won’t even let AMD touch 589 again? wtf is wrong?

Necessary_Ad_9800

Bought AMD last week and already down 10%, anyone wanna know my next move?

NoxSicarius1

Neither is bitcoin. Thats kind of the point. Its an asset, albeit a non physical one, that can raise or lower in value unexpectedly. With stocks if AMD suddenly sold half their normal tech sales you know it will fall. With bitcoin it kinda rises and falls based on how often people talk about it. If Musk or besos says bitcoin it will go up.

Ok-Parfait-9856

Its market cap is bigger than AMD and Intel combined… it’s already pumped euphorically. It’s not a bad company but 1.7T is kinda ridiculous

EasternLow4706

i had an accidental AMD all-in-incident (not much money) and i'm happy i sold 80% of that at 620. GZ to your wise step

demonhunterking

CPU is the bottleneck. Just hook AMD and intc 

xT-Nastyyy

Give me one good reason why AMD cant run +20% today

EasternLow4706

sold 80% AMD shares at 620, seeing 650 was annoying. good experience to just observe

andytobbles

In and out of AMD 0DTE for 20K thank you stock market!

Ciospi

How my AMD calls expiring friday gonna do

Molten-Helldiver

Buy AMD now at the top too lol

Midget_Molester10

why the fuck did I full port MU instead of AMD in june, should I kms?

Philosoraptor_Think

No, semis are looking fine, SOXX, NVDA, AVGO and AMD are all up. It's memory only.

ayylmayooo

Back in 2013 in high school “mock stock market” I put all my imaginary money on Nvidia and AMD stock. At the end of the year I didn’t make much. Now I would be an imaginary millionaire!

Tennis-Boy-8043

They say, the wealthiest people are dead ppl, who hold their shares and do absolutely nothing with them and let time do its thing. Who has this much legendary patience? 🤣 It’s true tho. One of my best holdings was AAPL from 2018 when it was $43 per share (split adjusted). If not Tesla or Bitcoin, Nvidia, or AMD, it would have still been a nice return for 8 years of holding. Hindsight is 20/20…

Legitimate_Risk_1079

TSM | Taiwan Semiconductor Manufacturing - Current Price: $453.31 - Current Market Cap: $2.35T - Bull Target (12–18m): $600–$650 - Bear Target: $350–$380 - Upside: +32% to +43% - Downside: -16% to -23% - Reward-to-Risk: ~2:1 - Success Probability: 70% (estimated) - Expected ROI: +20% (estimated) - Return per 1% Downside: ~0.9% - Forward P/E: ~20.1 - Dividend Yield: ~0.7% - 1-Year Return: +50.44% 🟢 - 5-Year Return: +346.26% 🟢 - Profitability: Highly Profitable 🟢 - Revenue Growth: +50% YoY (Q3 2026) 🟢 - Net Income Growth: +77.4% YoY (Q2 2026) 🟢 - Free Cash Flow: Positive 🟢 - Price Trend: Strong long-term uptrend 🟢 - Bull-Case Market Cap: $3.11T–$3.37T - Comparable Companies: Samsung Electronics, Intel, GlobalFoundries - Risk: Moderate-High - Conviction: 8/10 - Grade: A- TSMC dominates advanced semiconductor manufacturing, producing chips for NVIDIA, Apple, AMD, and Broadcom. I see exceptional long-term potential from AI infrastructure demand, strong profitability, and accelerating revenue growth. However, Taiwan geopolitical risks and a $2.35T valuation warrant disciplined entry timing, especially with earnings approaching October 15.

Legitimate_Risk_1079

NVDA | NVIDIA Corporation - Current Price: $229.28 - Current Market Cap: $5.54T - Bull Target (12–18m): $285–$320 - Bear Target: $175–$190 - Upside: +24% to +40% - Downside: -17% to -24% - Reward-to-Risk: ~1.6:1 - Success Probability: 70% (estimated) - Expected ROI: +19% (estimated) - Return per 1% Downside: ~0.9% - Forward P/E: 18.96 - Debt-to-Equity: Low - 1-Year Return: +19.35% 🟢 - 5-Year Return: +1,005.52% 🟢 - Profitability: Highly Profitable 🟢 - Revenue Growth: +83.4% YoY 🟢 - Earnings Growth: +122.7% YoY 🟢 - Free Cash Flow: Strongly Positive 🟢 - Price Trend: Long-term bullish 🟢 - Bull-Case Market Cap: $6.88T–$7.73T - Comparable Companies: Broadcom, AMD, TSMC ($2.05T) - Risk: Moderate-High - Conviction: 8/10 - Grade: B+ NVIDIA dominates AI accelerators, GPUs, and data-center computing. Exceptional growth, profitability, and shareholder returns support my bullish outlook, but its enormous $5.54T valuation limits realistic upside over the next 12–18 months, preventing an A grade despite outstanding business fundamentals.

Legitimate_Risk_1079

MRVL | Marvell Technology - Current Price: $275.28 - Current Market Cap: $241.4B - Bull Target (12–18m): $330–$375 - Bear Target: $195–$220 - Upside: +20% to +36% - Downside: -20% to -29% - Reward-to-Risk: ~1.2:1 - Success Probability: 65% (estimated) - Expected ROI: +10% (estimated) - Return per 1% Downside: ~0.41% - Forward P/E: 48.76 - Debt-to-Equity: Low - Dividend Yield: 0.09% - 1-Year Return: +204.29% 🟢 - 5-Year Return: +333.67% 🟢 - Profitability: Profitable 🟢 - Revenue Growth: +42% FY2026 🟢 - Free Cash Flow: Positive 🟢 - Price Trend: Strong bullish momentum 🟢 - Bull-Case Market Cap: $289B–$329B - Comparable Companies: Broadcom ($1.79T), AMD ($1.05T), Qualcomm ($187B) - Risk: High - Conviction: 7/10 - Grade: B+ Marvell develops custom AI chips, networking semiconductors, and data-center connectivity technology. Exceptional growth and shareholder returns support my bullish outlook, but its $241B valuation already reflects substantial future success, leaving insufficient reward-to-risk for an A grade.

superhappykid

Damn =( then you are probably fked. Skip lunch for 6 months. Hopefully that'll recoup some of it. You should have done this play with AMD. Look at AMD's chart, it's broken out into a new range where as Intels chart is still at the June range. Alternatively double down and sell those INTC calls and buy AMD calls. They are the same sector, if INTC rips AMD will rip too.

triezPugHater

In some ways so. Sold MU at 100 HOOD at 30 AMD at 100 and many more. Especially during liberation day. Panic sold the shit out of LEAPs at 90% losses. ROTH IRA 500% gains down to -99% lol, internship money ended up becoming 10yrs+ of contributions. In another life or world I would've been retired by now. Think about it alot when I clock in but I haven't had to work that much yet and I'm very fortunate my job rn is very good in terms of hours and environment. I'm afraid AI will take my high earnings job before I can retire though. And not enough know how to start business yet. So just working and living life rn. Shits scary in SW field and all of white collar especially underestimates how scary I feel sometimes.

bearhunter429

#Time to get on the AMD $1000 train LMAO🤌🚂🚃🚄🚉🛤️

Valkyrie_Skuld

do you think Faye got AMD rich? 🤨

Big_Instruction9922

Just ask Claude to build you Claude. Then get financing in free cards by AMD (easier than nvda) and ask smci for some free infrastructure for the tiers of varying levels of AI that filter and answer questions. Oh you need some power too.   You could run local LLM, I have its pretty ok.   

WrongPurpose

The Companies which survived where those with a stable profitable revenue. Your Google, Amazon, Microsoft etc all where selling stuff and making Money hand over fist, allowing them to live without outside funding, through the Hard Times of the DotCom Crash. And no, that "adjusted profit" of Antropic does not count, "if i adjust all my expenses away i can save 100% of my income" is a bullshit metric. OpenAI and Antropic are still far away from making profit, and with the Chinese releasing Open Models which are 90% as good, and only cost the raw Hardware rental price to run, without having to give Antropic/OpenAI a cut, and lets be honest, for 99% of Buissness 90% of frontier performance is more than enough, there is little to no path to profitablity. And also most businesses are still very slow in adoption. Token Maxing is over, some tasks here and there are outscored to Agents, but not at "replace all Labor, addressavle Market is 35 Trillion, give me 2 Trillion"-levels. That might happen in 10 years, but with the current burn rates, neither OpenAI nor Antropic will be alive by then to compete with the Open Source models for that Market. Its not that AI is not incredibly usefull, its that Companies and Datacenter Builders who are spending 10s-100s of Billions without any chance of turning a profit within the next years, will at some point run out of easy Capital, and then go bankrupt. Your Microsoft, Google, Amazon have the revenue to tank it, scale back expansion to a more reasonable level, declare a year without Dividends or Buybacks to repay their loans, i mean "survive the hard economic crisis years", and come out the other side with a moderate 10%-20% hit to their Stock price, and be perfectly positioned to profit of of AI afterwards. Nvida, AMD, Intel are selling shovels, they are fine, worst case, they return to their pre 2022 revenues for a time, after making ridiculous profits for a few years. Boohoo, they will be fine. Same for the Memory Producers, although they have the Risk that at the end the Chinese will have joined as the 4th player, and then have a harder time. But your OpenAI, Antropic, all the small Datacenter Builders, and whatever shitshow is going on with Oracle will be in deep trouble. Simply because they run out of Money to spend, and on the Bond market, they already have worse rates then the overdraft fees on my Credit Card. So if they try to get financing from the Bond market they will soon be paying more in interest than in operating expenses, so Game Over. Their only non suicidal Options are Venture Capital or the Stock Market. But the AI Spending is so large, that Venture Capital is starting to run dry. Thats why both Antropic and OpenAI are so desperate to get IPOed. Now, Dark Secret: A Significant Percentage of AI accelerators are not installed but are stored in Warehouses, simply because building Datacenter is hard, and they are waiting for Concrete to be poured, Powerlines to be connected, Cooling to be Installed, etc etc etc. Its not clear by how much but Nvidia is delivering more Chips, than are coming online. So when the first Insolvency Lawyer of some of those Datacenter Builder goes: "So you have 100.000 Chips in a Warehouse, waiting to be installed, and maybe make money in the future, or each could be sold now for $20k to pay back the dept imidiatly?" Then suddenly all the others will see their "Hardware Assets" depreciate by a large percentage. Normally no Problem, the Moment you plugget a GPU in, you basically accepted it will be worthless in a few years, and now its only making Money. But if by then they still dont make Money, and are still not Plugged in, well..., At least they didnt use GPUs as security to get more Loans... Ohhh nooooo! The hard question to answer, is when will the Venture Capital run dry, how much reserves do the Players then still have.

51674

One of them isnt like the others up there 😷 😷 AMD

Affectionate_Fly7659

🥭 announced ceasefire. Oil to 60, NVDA 300, AMD 750, SPY 850. My Christmas wish list

hybridck

It's crazy. AMD and Micron were two of the most popular meme stocks on this sub for like three years 2016-2019.

JimLahey12

AMD or NVDA in my opinion

ContactIcy3963

Yep. My thrill ride for AMD from $2 to $7 helped pay down my high interest student loans. Little did I know it could have eventually paid for a house with an infinity pool lmao.

the_ai_wizard

ok so whats today's AMD? thats all we need to figure out

jl2l

I bought AMD when it was $9 a fucking share. Just don't ask me how **much** I bought lmao

femalediesinendgame

Oooh boy, where do I even start with this… I know I’m about to make some of you WSB regards who bought AMD at the tippity top really mad, but it’s ok. Let’s see… To be fair, the fact that it’s gone parabolic recently makes an investor who doesn’t want to incinerate their money a little suspicious that this stock is a bit overvalued, but let’s ignore that; it happens. [Here are the values of some core valuation metrics for AMD](https://prnt.sc/dOM3ewxR0QGo); even when compared to its own ridiculous historical valuation metrics, it still prints as overvalued currently, or at the very least fairly elevated. But let’s ignore this too; at the end of the day, it’s a growth stock, right? And it also has low debt. That’s a good thing. Having a clean balance sheet is nice, but not going bankrupt is the absolute bare minimum for a company trading at such top-tier valuations. Let’s start talking numbers: ROIC is a measly 9.11%. NVDA: 72.42%, AVGO: 24.39%, MU:59.39%, TSMC: 31.23%, all way cheaper (in terms of multiples) than AMD too. The highest EV/EBITDA of all these is 33.87 for AVGO; AMD’s is 103.39. You’re paying $1T for $41B of sales and $6.4B of earnings, and all of that while AMD is also doing tiny buybacks and SBC is 18.8% of operating cash flow and 22.6% of free cash flow. The company is surviving on pure growth expectations; it’s not even funny. The TTM SBC-adjusted FCF yield is a mere 0.65%. AMD is actively diluting you through all this too; its shares outstanding have been increasing 5.78% p.a. for the last 5 years. EVEN after accounting for its good revenue growth, you’re still paying an unfathomable premium for the absolute bottom of the elite semiconductor pack; almost every other major player has been growing quicker, more efficiently, with better prospects of further growth, higher gross margins, AND without diluting their shareholders as much as AMD has been at the same time. Oh, and they are ALL cheaper. I’ll add my own little analysis here; I’m going to calculate a rough estimate of a fair price for this thing, and I’ll give you a little peek at how much you’re paying for actual existing cash generation and business, and how much you’re paying for pure SPECULATION and EUPHORIA. The 3-year normalized average owner earnings (FCF-SBC-CAPEX) is a tiny $3.01B. Applying an asset-light-business multiplier of 12.5x to that, adding the current $13.11B in cash, and dividing the total by the current float, you get a structural target price of $31.12 per share… Assuming a 4% equity risk premium over the 10Y Treasury yield of 5.24%, you get an annual cost of equity of 9.24%. Capitalizing owner earnings + current cash at that rate and dividing by a current float of 1.63B shares, you get a macro target price of $28.02 per share. Current share price is COMPLETELY detached from cash-generating reality; it’s literally funny how much hopium it takes to buy at the current valuation. The growth premium multiple is 608.49/31.12=19.55x meaning that out of the 608.49 you’re paying per share right now, $577.36 (1-1/19.55=0.9488 or 94.88% of the price) is PURE SPECULATION, and $31.12 is anchored on real current cash generation. The unlevered cash yield on this thing is only 0.3%, bro… Mind you, ALL the figures in that analysis completely ignore the $3.23B in debt you’d have to pay before paying the shareholders. Taking that into account, the intrinsic values have become $29.14 and $26.04 respectively, making the case for buying even worse than it already is. The growth premium multiple becomes 20.88x the real value of the company, meaning you spend over 95% of the share price on PURE SPECULATION and yet UNPROVEN growth expectations. At this point, I think it’s relevant to remind you that we are talking about a highly cyclical industry at peak euphoria; the real question here then is what exactly on earth makes you think AMD is anything near an opportunity at this price?

SenTedStevens

I bought a bunch of AMD at $4ish. Sold at $8.80. More than doubled my money, but man, if only I held past the Bulldozer era.

ImaginaryNinja9782

If that is the case, shorting an AI stock that has a high PE like AMD, Intel, Dell or TSMC is the better bet than Micron.

ssuurr33

As I see it, if Nvidia is worth 5 trillion, then at least AMD is worth way more than 1 trillion. There’s still growth out there. I’m not bearing any time soon in such market. When Standard & Poor starts cycling AI out of their indexes, that’s the moment to pull out.

Notorious_Quan

AMD was the OG meme stock on here back in 2016, iykyk

fatfrog7

I missed AMD. I’m so sad that I missed it. 

notbadftw

Wsb whats your best performing stock you bought? Mines AMD 🤑

goxpro1

If I looked at PE my AMD wouldn’t be up 500 percent and when I bought AMD it was “heavily overvalued” according to the reddit morons.

Notorious_Quan

Agentic AI will push AMD higher, 2-3T MC by 2030

yuiop300

Nvda in 2020, after splits it ended up being 200 @ 15.8 and I continued to keep adding until the start of 2026. I bought and held other megacap tech stocks like goog, aapl, msft and AMD. For the longest time AMD was one of my worst performing stocks relative to my other stocks.

naylo44

I vividly remember telling my friend at that time that we should put all of our money in AMD. It was at that time rumors about 1st gen Ryzen were coming out. Alas, I was also a broke 20 year old

HereOnRedditAgain

What's your reasoning that AMD is not undervalued?

femalediesinendgame

PE has become the most meaningless bs there is, it’s not 1970 anymore. I agree that AMD is not undervalued, but it’s not because it has a high PE.

hoopaholik91

Are they? Goog/MSFT/AMZN are all FCF neutral or negative. SpaceX and Tesla, lolol. AAPL revenue is only up like 20% in the last 4 years. AVGO and AMD are more based on future earnings. Only NVDA and MU have materially changed the past 4 years

Lawlith117

Back in like 2016 I was talking about how AMD is severely undervalued at like 3/share. I kick myself in the ass so much for being a broke 20 year old lmao

Tallwhitedude123

I think that you’re thinking about the hyperscalers. The pick and shovel plays like MRVL, NVDA, AMD, ALAB, etc all have very high margins and low CapEx.

chocohase

I think it helps if you are very familiar with an industry.. otherwise just pick an ETF. I picked up AMD when they won the console business and the moment Jim Keller came back was the deciding moment. While everyone shouted bankruptcy I was certain consoles were a life line. 10+ years later I am still holding. For the rest ETF, I simply don't have time nor the knowledge of sectors outside tech.

marvology

I'm a bear and I'm shameless about it. No way in hell I'm buying an on-paper shitty stock because the price and high and seems to never go down (looking at you Elmo). I'll buy what I think has the potential to go up without getting rug pulled. I still expect an implosion especially when there are so many astronomically overvalued stocks propping up this puppet show of an economy. But, that doesn't mean I don't buy stocks. I sold my AMD $610s (averaged 180s), even sweated out that fall to $460s. Heavy in gold now, I probably should have sold more when I was up +90%, but I rode the rest down to 40% and I'll happily sit here while I'm up.

flappysack-

I lost 100k to Alibaba.  It was a fraction of AMD earnings but it still hurts.

bearhunter429

REVEREND BEARHUNTER'S BOOK OF GENESIS, CHAPTER 6: WALL STREET EDITION "And the Lord spake unto Noah, saying, Thou shalt build an ark, for a great flood cometh upon the earth. "And Noah gathered two of every animal, two of every bird, and two of every stock." Noah asked, "Lord, why hast thou commanded me to bring two shares of NVIDIA?" And the Lord replied, "Because, Noah, thou shalt need to average down during the Great Correction." 💀 "And Noah did bring forth two shares of NVDA, two shares of AMD, two shares of GOOG, and two shares of TSLA. Then came the Great Flood. 🌊 The bears drowned. The bulls survived. The S&P 500 reached an all-time high. #LMAO🤌

PeachScary413

Your company is most likely getting a heavily subsidised API price or some kind of deal.. if you were to buy tokens at their true cost, or whatever Anthropic needs to charge for even an attempt at making these huge profits you would all be running local Chinese LLMs at this point. The reason why Nvidia can make these huge profits is because they have essentially locked in the market to CUDA decades ago and with AMD continously dropping the ball they have zero competition and can charge whatever they want. Anthropic is a toggle switch in an UI away from being replaced with OpenAI or anything else really, it's super easy and convenient to switch LLM providers so it will be a race to the bottom. That's why you are seeing the constant fearmongering, because they need scared people to allow them to be "regulated" stopping any new players or local LLMs and then they can freely price fix and divide the market among themselves.

nostra77

Do you still use Excel would you say Excel is worth 2T Market Cap alone? It’s preposterous to go IPO with this valuation. let’s say you invest right now the only way to get the same return like Amazon or Netflix or AMD etc it would be equivalent of all the world wealth in market cap.

lipmanz

AMD tripling in 6 months to become a trillion dollar company really should be one of the biggest stock stories of the year

adventuresquirtle

Y’all do realize things can’t go up forever right like AMD and MU just had stellar runs. People take profits eventually

First-Hotel4694

Market closed and I forgot to post the trades. OOPs!!! Did a couple of roll outs and ins today. I've got some long dated put positions in MSFT that I keep rolling up and in as price allows so as to close them out earlier and I take a small profit while doing so. Took a profit when I initially sold them and again when I first rolled them and several more times when I once again rolled them. https://preview.redd.it/fxc2f3hlzhuh1.png?width=1203&format=png&auto=webp&s=25bb63296d155b97ccbabc42b4dcd6f833c7c715 |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/9/2026|3:44:17 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.17|$0.01|$0.15|($117.16)|Close| |10/9/2026|3:44:17 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.12|$0.02|$0.15|$211.83|Open| |10/9/2026|2:59:38 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:38 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:59:02 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:02 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:52:00 PM|PFE|Sold Short|4|PFE Oct 09 '26 $28 Call|$0.18|$0.05|$0.60|$71.35|Open| |10/9/2026|2:04:25 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.21|$0.01|$0.15|($121.16)|Close| |10/9/2026|2:04:25 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.23|$0.02|$0.15|$222.83|Open| |10/9/2026|1:57:05 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.84|$0.01|$0.15|($184.16)|Close| |10/9/2026|1:57:05 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:54 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:54 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:40 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:40 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:17 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:17 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:00 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:00 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.89|$0.01|$0.15|($189.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.52|$0.02|$0.15|$251.83|Open| |10/9/2026|1:52:15 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.59|$0.03|$0.30|($118.33)|Open| |10/9/2026|1:52:15 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$0.87|$0.03|$0.30|$173.67|Open| |10/9/2026|10:52:19 AM|MU|Bought To Cover|1|MU Oct 09 '26 $1035 Put|$13.30|$0.01|$0.15|($1,330.16)|Close| |10/9/2026|10:52:19 AM|MU|Sold To Close|1|MU Oct 09 '26 $1030 Put|$9.46|$0.03|$0.15|$945.82|Close| |10/9/2026|10:52:19 AM|MU|Sold Short|1|MU Oct 12 '26 $1000 Put|$4.50|$0.02|$0.15|$449.83|Open| |10/9/2026|9:49:36 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$4.05|$0.01|$0.15|($405.16)|Open| |10/9/2026|9:49:36 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.84|$0.02|$0.15|$483.83|Open| |10/9/2026|9:48:38 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.83|$0.01|$0.15|($283.16)|Open| |10/9/2026|9:48:38 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.31|$0.02|$0.15|$330.83|Open| |10/9/2026|9:48:00 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$3.58|$0.01|$0.15|($358.16)|Open| |10/9/2026|9:48:00 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.35|$0.02|$0.15|$434.83|Open| |10/9/2026|9:47:34 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.33|$0.03|$0.30|($66.33)|Open| |10/9/2026|9:47:34 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:44:55 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.34|$0.03|$0.30|($68.33)|Open| |10/9/2026|9:44:55 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:42:26 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.51|$0.01|$0.15|($251.16)|Open| |10/9/2026|9:42:26 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$2.99|$0.02|$0.15|$298.83|Open| |10/9/2026|9:38:45 AM|AMD|Bought To Cover|2|AMD Oct 16 '26 $550 Put|$1.13|$0.03|$0.30|($226.33)|Close| |10/9/2026|9:38:45 AM|AMD|Sold To Close|2|AMD Oct 16 '26 $547.50 Put|$0.96|$0.03|$0.30|$191.67|Close| |||||||||||| ||||||||||$1,134.58||

Less-Map-6969

Fuck MU, fuck SNDK, Fuck AMD, Fuck AI. Dipshit ass stock

samwichse

Bulldozer wasn't... terrible. But it wasn't what they needed for the general market (it was certainly a lot of integer cores for the money, which is what needed at the time so I did a lot of good work on a couple dual proc bulldozer machines). But yeah, Ryzen was/is the shit. Bulldozer was AMD 's Netburst

Faban1

AMD go back up

dljmonkeyboiz

Should probably just hold NVDA, MU, AAPL, MSFT and AMD and just chill.

Appropriate_Steak871

unless you’re worried about that crazy “$135k\~” tax bill, a good strategy is to take a slice—maybe $5k–$10k—before you even think about “sell” and let the rest sit, especially since AMD’s 2nm roadmap and AI demand looks solid. if you have a Roth or 401k you could funnel everything there to gobble the higher bracket. drop the rest for a few more “beats”. stop trading based on emotions; set a price target and then let the market do its thing.

Syllabub_Visual

Reddit says you can’t get rich working for someone else. Okay I’ll say that’s true probably ~75% of the time (but even if you start a company your board become your bosses, invest in real estate well the clients become your bosses), but there are people who became VERY VERY rich working for others (think ballmer).  Personal anecdote, think I’ve gotten pretty pretty rich from selling my startup though I still had to convince the buyers that there was a reason for them to buy it and my physician father got pretty rich through starting medical practices then going into hospital private equity, so neither of us worked for anyone else, but his brother who’s DEAD from a BRAIN ANEURYSM was a big deal partner at one of these big law firms who did many big m&a deals. Knew he was pretty well off but the estate filings revealed a net worth far far bigger than anyone imagined (will just say it was CLOSE to the big B) and he never started a business or anything like that. Plus all these CEOs of the companies we yolo on are the picture of getting rich working for someone else. Lisa su did it and I’d say it’s VERY well deserved. I guess the moral of the story is to by AMD calls…

trondergr55

Agreed. AMD executed perfectly with Ryzen, and was in the right place at the right time for AI to realize a ton of value from their work. Intel's position is a true generational fumble tbh. There was a lot of skepticism, me included, of AMD when they announced Ryzen given the Bulldozer debacle few years earlier. But they really knocked it out of the park with Ryzen.

Useful-Resist-5964

Fair point. But even TSLA went from 400 to like 180 a few years ago. Idk if AMD will crash, but 1T market cap on a few billion of earnings seems a little nuts.

CachapaBoy

DELL all up but NVDIA and AMD bleeding, interesting

Useful-Resist-5964

I don't even own puts on it, but I know AMD is going to fucking explode. 2BN quarterly earnings and an almost 1T market cap. Absolutely fucking stupid bro lol.

thenorthernwhiteboy

Intel on its way back to 90$ lmao. AMD at ath and Intel can’t break 130

KAW42089

AMD to 600 so I can load up some calls!

Profiteer23

Holy god. Wtf is AMD doing

CD274

It's moved 2x that of AMD all year tbh

samwichse

Hah! I bought in 2017 right after the Ryzen architecture announcement. My thesis was that Intel were acting like a bunch of shitbags and I hoped AMD's new chips would eat their ability to set ridiculous prices and triple AMD's market share in servers. Then Intel spent like 6 years repeatedly shooting itself in the dick and AMD executing perfectly. Then AI.

miss_L_fire

Thankfully no but AMD, MU and SOXL 🥲