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AMD Earnings: Is the AI Ramp Finally Kicking Off?

What are your opinions/thoughts about buying 3 AMD calls?

y'all gambling on earnings this week?

PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%

focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?

How The F*ck is OpenAI Going to Pay 1.4 Trillion??

r/optionsSee Post

Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings

r/optionsSee Post

Pulled PLTR & AMD's last 8 earnings moves

r/optionsSee Post

SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)

Strangle on AMD for ER

Mad question but...

r/wallstreetbetsSee Post

Which stocks will crash after ER next week? and why

r/wallstreetbetsSee Post

Which stocks will crash after ER next week? and why

r/stocksSee Post

My research on Memory Makers and AI to better understand where the business is going

The hold continues…

r/wallstreetbetsSee Post

My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!

r/smallstreetbetsSee Post

Swinging for the fences

r/smallstreetbetsSee Post

SPY trading is great and I have great success

Put my 401k on AMD

AMD calls

Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔

Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout

"Buy the dip" but ok what is the final dip after -40% of loss ?

Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?

r/investingSee Post

Yesterday most of the market actually went up.

Meta is reporting tomorrow

I've lost 30% on SK Hynix and Kospi

r/smallstreetbetsSee Post

AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building

r/investingSee Post

CERN: Genesis Mission will develop and deploy self-improving AI models.

ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?

r/stocksSee Post

AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.

r/StockMarketSee Post

SOX just hit bear market territory. This earnings week is make or break for semis

AMD announced a Nvidia Rubin competitor that directly increases soxx capex

r/investingSee Post

What industries do you see booming in the next 10 years?

r/wallstreetbetsSee Post

NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining

r/smallstreetbetsSee Post

Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community

r/stocksSee Post

Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3

r/wallstreetbetsSee Post

Guys I have a great idea!

r/smallstreetbetsSee Post

Well there’s this

r/wallstreetbetsSee Post

Greed can cost dearly.

r/wallstreetbetsSee Post

AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists

r/wallstreetbetsSee Post

🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists

r/stocksSee Post

One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter

r/wallstreetbetsSee Post

Crazy 2 minute spike in semiconductor stocks

r/smallstreetbetsSee Post

AMD going as expected lol

r/StockMarketSee Post

Been holding $INTC through all the pain. Still can't quit this stock

r/wallstreetbetsSee Post

AMD gains

r/stocksSee Post

Reddit's 2026 Stock Picks: What actually performed?

r/stocksSee Post

IBM's crash is a bullish signal - for the semiconductor industry

r/wallstreetbetsSee Post

Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers

r/wallstreetbetsSee Post

Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields

r/wallstreetbetsSee Post

Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields

r/StockMarketSee Post

The NVDA debate has changed: the market is no longer arguing whether AI is real.

r/wallstreetbetsSee Post

A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready

r/StockMarketSee Post

Are semiconductor shares still a good investment, or too much growth is already priced in?

r/wallstreetbetsSee Post

Started with $280 on 7/1

r/wallstreetbetsSee Post

Put my kids child support ON AMD

r/wallstreetbetsSee Post

PENG $350k YOLO. 3X from here.

r/wallstreetbetsSee Post

$PENG - 350k YOLO. 3X from here.

r/stocksSee Post

Cheap competition Will Kill the High flyers

r/stocksSee Post

Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern

r/wallstreetbetsSee Post

PUT my Child Support on AMD

r/optionsSee Post

Your wheel is probably less diversified than delta makes it look

r/smallstreetbetsSee Post

Thank you Tim Apple and Jensen Jacket man

r/smallstreetbetsSee Post

Thank you AMD

r/stocksSee Post

Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.

r/wallstreetbetsSee Post

PUT my Mortgage On AMD

r/wallstreetbetsSee Post

Classic AMD, goes up $80 crashes $80. Like clockwork.

r/wallstreetbetsSee Post

100k in SOXL, what to do now

SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?

r/stocksSee Post

Taiwan Invasion,The needle for the AI Bubble

r/stocksSee Post

Nvidia's new GPU financing program is answering a question nobody wanted to ask.

r/wallstreetbetsSee Post

YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain

r/wallstreetbetsSee Post

AMD calls printed this weekend

r/wallstreetbetsSee Post

AMD trade today

r/StockMarketSee Post

This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg

r/wallstreetbetsSee Post

All roads lead to INTEL.

r/smallstreetbetsSee Post

The Chip Dip and How to Profit from it

r/wallstreetbetsSee Post

The Chip Dip and How to Profit from it

r/wallstreetbetsSee Post

Time to short AMD?

r/stocksSee Post

PLEASE HELP with AMD stock

r/investingSee Post

Will AMD hit 1T this year

r/stocksSee Post

Will AMD hit 1T in 2026

r/wallstreetbetsSee Post

Sold some AMD today and diversified

r/StockMarketSee Post

AMAT is making me rethink who the real winners of the AI boom are

r/stocksSee Post

What is the next sector to boom due to AI?

r/stocksSee Post

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

r/wallstreetbetsSee Post

BB QNX Securing Physical AI

r/wallstreetbetsSee Post

Stock prediction on AMD

r/stocksSee Post

Google vs SK Hynix vs AMD: WWYD?

r/StockMarketSee Post

Who’s buying Nvidia stock

r/StockMarketSee Post

If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.

r/smallstreetbetsSee Post

Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?

r/wallstreetbetsSee Post

Zoom the fuck out it’s a massive quantum network

r/wallstreetbetsSee Post

Zoom the fuck out it’s a massive quantum network

r/StockMarketSee Post

Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix

r/wallstreetbetsSee Post

How do you guys keep falling for the same scam every time

r/smallstreetbetsSee Post

BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW

Mentions

Today is a flat kind of day, but we pump briefly at open, drop back down, and then hold steady as the market waits for PLTR tonight and then AMD/SNDK on Tuesday and Wednesday

AMD is my interest. Thinking about an option for it. 7/12 times it has gone down the day after earnings report...even with good reporting. Am I just being a total regard, or only a little regard?

Mentions:#AMD

I'm holding a tiny leaps position that I bought around 7 or so thinking it might bottom out. Probably the longest I've ever had to hold contracts besides AMD lol.... It's now basically just a gamble on whether they have some wild pivot in the next 200 days and the share price jumps as it's so beaten down. I still use the app to msg a few friends and it's fucking dogshit. Literally feels like a scam you downloaded by accident lmao.

Mentions:#AMD

Some of my current favs: CELH, AMD, MSFT, SOFI, EME, AMZN

If AMD guh, then i can kiss my sndk gain goodbye

Mentions:#AMD

So its all up to AMD to same the semi market huh

Mentions:#AMD

AMD and SpaceX earnings on the same day? Give me all the puts please

Mentions:#AMD

As the benefits of running AI locally become clearer, more people will want to do so, and what is considered overpowered today won't be considered overpowered two years from now. At least that's my opinion. It should also be pointed out that Apple devices are not that expensive relative to the competition anymore, and Apple Silicon is incredibly energy efficient and runs cool, which means you expect a MacBook to last significantly longer than a similar Intel-based or AMD-based laptop.

Mentions:#AMD

I do believe sandisk will go up, it was oversold last week. AMD not sure though

Mentions:#AMD

Anyone else feel like AMD and SNDK are both set up for great earnings, but the market is going to punish one and reward the other anyway?

Mentions:#AMD#SNDK

That's literally what it was / the price action we saw. It was a bunch of funds realized there was a massive whale that was gonna be liquidated (forced sales lower the price). So... if you short you lower the price and benefit from lowered prices. There were tens of billions chasing that trade. It's also what caused the massive pump on thursday - that was the day after he fully liquidated. Nobody else to bleed - so close the shorts & realize profit. You have to be very careful as the market is NOT equal to an investment / company. The companies are all reporting record earnings across the board and showing no signs of going down. Capex spending is going up. The hyperscalers are increasing it... by very non insignificant margins each. I'm looking forward to AMD's and SNDK's earnings this week. I expect fantastic results from both. With both taking such a massive beating recently (like 50% drop on SNDK) - good news / signs of growth and it'll skyrocket upwards again.

Mentions:#AMD#SNDK

It's an opportunity to go long. The overleveraged guys got shaken out & people are going to rotate back into tech / semis. They'll be straight up. I expect good ERs from SNDK & AMD this week after all the hyperscalers ER's / capex increasing.

Mentions:#SNDK#AMD

It might be. Not saying this will happen again but I did buy a 570 AMD call in early July that made me around 600 bucks. AMD swings like crazy

Mentions:#AMD

550 is too high , i would look more around 520 if you wanna do calls. But who knows AMD could go up 20% like in the past

Mentions:#AMD

AMD was 100 a year ago bud

Mentions:#AMD

https://preview.redd.it/62g3emjnt1hh1.jpeg?width=1170&format=pjpg&auto=webp&s=fc58b9b0a30491f8a3c48c62b16bd8d63f49224d MSFT earnings play that I chicken out 1 day before earning with loss of $4600, could have been my biggest win. the worst part I used that capital to open AMD calls 08/05/26 495 and it’s only value 30% so it’s been horrible week. I’ll ride during earnings

Mentions:#MSFT#AMD

We got AMD,pltr,alab, scandisk,Wd and spacex earnings this week

Mentions:#AMD

AMD 530 mon 550 Tues weds ATH earnings 

Mentions:#AMD

So I’m new to stock. About 3-4 months before the crazy up of AI, i bought every dip on stocks like AMD (205 average) Micro 380 Average, sandisk 600 average, asml, $1300 Average. The value was about $1m, I was up and down $100k every day swing. I said if I ever got in front $20k, id sold.. on april 14th, i sold everything. ☠️☠️ rebought amd multiple times and resold, $265, $280, $320 etc. so instead of being up more than $1m in profit, I’m only up $100k usd… 😩😞

Mentions:#AMD

Poots on AMD. Calls on LLY

Mentions:#AMD#LLY

Palantir, SpaceX, AMD, ONsemi, Arista, SanDisk, Rigetti This week is gonna make or break the next three months for the tech trade

Mentions:#AMD

Interesting analogy. I view it a bit more simplistic. Nvidia is drowning in cash and instead of giving back to shareholders via dividends and thereby be perceived no longer as a growth company, it is putting it's money to work acting as a Venture Capitalist. Some investments will pay off big and others will fail. But it's like stock investing, not every investment will be a home run or even profitable. You just need a couple to hit it big and it makes up for the ones that didn't. And of course, these companies will buy more GPUs from Nvidia. But they also buy more from AMD too so these investments are helping the whole AI ecosystem.

Mentions:#AMD

Nvidia is doing this so they can protect their unrealistic margins. That’s it. Under normal market conditions, as customers slow spending, or refuse to buy at your overinflated prices, you’re typically forced to lower your prices. If Nvidia lowers prices, their stock tanks. If customers slow purchases, their stock tanks - as does the AI buildout. Its creative and it’ll probably work. But I’m not bullish on Nvidia, that’s for sure. The creativity to protect margins is a warning flag. I actually don’t think this is as much of a warning for the industry as a whole, though. Accelerators and neoclouds are deploying ASICs, acquiring AMD GPUs, etc. This is a last ditch effort to protect their margins and keep customers in their ecosystem.

Mentions:#AMD

Please give me 400 AMD

Mentions:#AMD

AMD will buy NVDA in 10-15 years buddy

Mentions:#AMD#NVDA

AMD puts I hate to do it because I love the company but it’s just not worth this much

Mentions:#AMD

100%. I use stops and limits so the morning after they immediately sell. So far a 70% win rate. Somehow I don’t think that’ll last. I really think it’s important to pick the right ones that move a lot every earnings. SPCX, and PLTR are next up. Maaaaybe AMD if there’s enough liquidity at the money.

Just to be clear, NVDA was not a penny stock 20 years ago. Nvidia and ATI were the two biggest graphics card makers in the world and the two companies were like the Coke and Pepsi of graphics companies. And this was after a couple years of very intense competition where many other competitor companies went bankrupt or were bought out. ATI ended up being bought out by AMD. And Nvidia went on to become what it has become. So, just to clear, Nvidia was already a company which showed a lot of promise, so it wasn't just some penny stock that my brother picked willy nilly. My brother had some knowledge in this area and did quite a bit of research into this area, and had a good idea that it might be successful. My brother worked in Silicon Valley and worked in the computer graphics industry, so he was more knowledgeable than most people. That is why he made his investment, It turns out he was 100% correct. And I agree with you that it is 1 in a 1,000,000. Or possibly less, but it can happen. It doesn't mean anyone can do it. And it doesn't even mean that even many people can do it. But for the few people that can pull this off, they are richly rewarded for their insight and early moves! And putting $5000 into Nvidia is really dumb? Where did you get that take? If Nvidia failed as a company and went to zero? The guy loses $5000. Big deal! But if on the other hand, the company does incredible and the stock takes off and the company becomes the biggest company in the world, the guys investment can take off and go to $25M. An excellent risk-reward situation in my opinion. I'm not sure how anyone can justify that move as dumb! Maybe that person is just extremely jealous that they were not "dumb enough" to also purchased 1000 shares of NVDA 20 years ago? lol.

Mentions:#NVDA#ATI#AMD

You have AMD backwards, openai has an option to get 10% of AMD after certain conditions are met.

Mentions:#AMD

Potential sales on AAPL NVDA AMD and SNDK this week woohoo

AMD and RIOT calls 🤞🏽🤞🏽🤞🏽

Mentions:#AMD#RIOT

How do you feel about AMD and DDOG?

Mentions:#AMD#DDOG

OpenAi has a partnership with AMD, getting up to 9% if certain milestones gets reached, the full 9% being at 6-gigawatt of chips purchased and AMD reaching 600$ a share.

Mentions:#AMD

$AMD reports earnings Tuesday after the close with a $49.64 or 10.43% implied move Next day performance after the past 8 reports: 📈-18.61% 📉-17.31% 📈+2.51% 📉-6.41% 📈+1.76% 📉-6.26% 📉-10.61 📈+4.36% Avg. move: 8.48%

Mentions:#AMD

That’s exactly what I do but I have more cash in a given time than you, I guess. I had about 10% only at tariff dip as far as I remember. I do degen stuff here and there too, but I mostly buy great companies when people start hating on them. Despite this, including my cash positions, I’m still beating my index investments. If I were to invest full portfolio in indices, I would be less up then I’m, and guess what, if I was full portfolio in indices, most of the money would be taxable which is for me basically 50% loss. However, my cash taxes are fully paid off thanks to loss harvesting each year. So yeah, it’s simple as that if you can go against sentiment. The problem is everyone loves to say buy low sell high, but when times come, it’s not easy to buy the dip because whatever sentiment it was to draw it dip down, it was real! It’s real you too feel it, understand it, but still buy it. For me the hardest thing is not buying dip it’s trimming at the top. I trimmed AMD too early. Now I’m up 500% but position is too small. I did not trim VRT on a generational run for the fear of taxes and now it’s down 30+% from ATH, still 3X my money in it. It’s funny that I feel exactly the same about Meta. I cannot just believe the long term of good in social media companies. I feel like we could totally hit a wall as a society as far as social media goes. I bought the TGT dip too. 5% dividend, boring as hell but still up 60+% from when I bought. I remember when I told my friend I’m buying TGT he is working in a reputable hedge fund, he told me TGT is not going anywhere, I’d not buy. Well, guess what, it actually did go a lot.

Mentions:#AMD#VRT#TGT

> AMD also has option to get 10% of OpenAI stake.. You have this backwards, OpenAI gets 10% in AMD

Mentions:#AMD

AMD has the chance to do the funniest thing

Mentions:#AMD

I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.

Whoops, I meant AMD

Mentions:#AMD

Taco pump Monday then Tuesday another pump off of AMD earnings and SPCX earnings CapEx increase for XAI

Mentions:#AMD#SPCX

I mean I put him in the background and cus of him got AMD 200% up , elf 50% up sooo 🤷‍♂️

Mentions:#AMD

I keep things pretty simple lol. I’m holding AMD because its been pretty good to me and have 2 active swing trades right now that I’ll get rid of next week + a bit of dry powder if I need to spend DCA money on my swing trades - thats it. For how long have you been all in on GOOG?

Mentions:#AMD#GOOG

So my AMD puts are gonna print i just gotta turn the screen upside down

Mentions:#AMD

Thanks TACO. I'll buy AMD.

Mentions:#TACO#AMD

since you seem to have the Midas touch, thoughts on AMD at the moment?

Mentions:#AMD

CUDA equivalents are nothing new. AMD has had ROCm for quite some time now. The problem is ecosystems are sticky. Developers have been trained on CUDA and are familiar with it. nVidia GPU with CUDA is still the industry-leading benchmark. What can these other vendors offering to get devs to ditch CUDA for their own equivalent? Nothing compelling.

Mentions:#AMD

Donald Pump bought AMD/SANDISK calls on Friday, so war is on pause until next weekend.

Mentions:#AMD

Nice pull. One thing on the PLTR read though: with a sample of 8, the mean is getting dragged hard by those plus 24 and plus 23.5 prints. Strip those and the rest cluster a lot closer to the implied 9.7. The straddle isn't priced off the trailing average anyway, it's priced off the forward distribution, and the market is telling you it thinks the fat right tail is less likely to repeat than a naive backtest suggests. Whether it's right is the actual bet. The deeper point is that PLTR's history is not symmetric. Those huge moves are almost all to the upside, so a straddle buyer here isn't betting on a big move in general, they're betting specifically on another upside surprise continuing. A strangle seller collects on all the small pins and only gets hurt on that same right tail. So both sides are really taking a view on whether the upside surprises keep coming, not on realized vol. On AMD, fair on average is not the same as safe. The distribution is bimodal with those plus 18.6 and minus 17.3 tails, so priced fair just means you're being paid correctly to sit on a coin flip, not that premium selling is low risk. The average landing dead on the implied is exactly what you'd expect from a fairly priced binary, not evidence it's calm.

Mentions:#PLTR#AMD

Selling both directions OOM on AMD sounds like the play from your data.

Mentions:#AMD

Odds they pin AMD to kill premiums?

Mentions:#AMD

I dont like 3x on semis simply because they are such "free money" that this one of the few ways you could end up being right and not get paid and if you are right the returns are so good anyways. Also I like memory more than stuff like INTC, AMD.. basically semis at 150PE or 30-40fwd PE. but I do agree this is "the bottom", 2x is probably the sweet spot after you consider Iran risks and volatility is still elevated.

Mentions:#INTC#AMD

Anybody thinking semis stories is done will be in for a major surprise in August as multiple semi companies from $AMD $SNDK $ALAB $AAOI that report this week and many more next week that will re-iterate how big the AI story and spend is. The de-leveraging happened right at the beginning of their earnings report. If you think the MM didn’t play you or if you turned bearish you fell for it. Now watch August tear your bearish stories and you turn bullish late when the tutes have already bought in and again you start chasing. Seen this cycle many a time.

Yes. A few interesting ERs next week (AMD, SNDK) to keep an eye on.

Mentions:#AMD#SNDK

That was me when I dumped Micron at 124. AMD at about the same price. I can go on. Glad I took a few for the team, I guess

Mentions:#AMD

In this environment, only buy stocks that have a clear & direct thesis with sex robots ✅️: Micron, SanDisk, Seagate, Western Digital, SK Hynix, AMD 🚫: Apple, Roblox, Reddit, Coinbase, Robinhood, Teladoc, UPS

Mentions:#AMD#UPS

I bought AMD at about $2/sh and exited at $16/sh. I'm still happy with the decision I made, but it is weird to look with hindsight. I also have bought many, many investments for the same reason I bought AMD which later went to a massive loss.

Mentions:#AMD

So how do you evaluate Nvidia, AMD, Intel, AVGO (Check PE RATIO for them). Old memory cycle before AI and after AI is different. Market started realize it is the same value as like GPU producer.

Mentions:#AMD#AVGO

I am smarter than the market. I bought the google dip. I bought the AMD dip. I bought the MSFT dip. I BOUGHT THE GME DIP. I AM SMARTER. No i will not post my loser stocks.

Mentions:#AMD#MSFT#GME

I have similar approach as OP, meaning roughly half etf, and half hand picked, closely followed stocks. My life time average is also similar to OP, beating the market by 2 to 3 percentage. I have been investing 20+ years. People say you can't beat the market, even pros cannot. That is a lie, I can tell you that. I know two money managers, and while they fail to beat the market for their clients, they have almost always beat the market in their own personal accounts. The reason is: there is no management fee, and you do not have to explain your move and justify it every few months. Like currently my account has 20% Amazon, and10% AMD. I held them for over 18 months now, and plan to hold for another 5 years. I am not going to get into argument with anyone whether it is a smart or stupid decision, but I am happy I don't have to explain my decision to anyone. The thing with index etf is, you own a lot of sleepy, do-nothing companies, together with the brilliant ones. Cheers.

Mentions:#AMD

**BanBet Lost** — /u/Molten-Helldiver (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $491.67 → $500.00 | +1.7% | 1d | Lost |

Mentions:#AMD

AMD might pump it if it hits above $500 but doubt it

Mentions:#AMD

I clearly gave the exact time frame January 2021. It wasnt just GME it was 50 stocks. Other stocks locked out during that time period were RYCEY, AMD, SBUX. I actually looked it up and [there were debates](https://www.reddit.com/r/Amd/comments/l8xbqi/robinhood_limits_buys_of_amd_stock_to_1_share/) about how this was legal back then too. Still no idea how it was allowed.

When I was a freshman in High School (early 2010s), I had to do a stock trading assignment for Civics. My parents are moving out of my childhood house and into a new place with my girlfriend and I, and I'm helping with packing everything up, and I found the notebook I had my notes from the assignment in. I had essentially added anything to my "portfolio" that had anything to do with gaming. I had 1000 shares of NVDA, 1500 shares of AMD, 250 shares of INTC and TTWO, and then a couple of other small ones because I needed to diversify). I just about killed myself when I did the math on that (50k starting balance originally for the assignment, worth about $8.8M now, with about $20k in dividends paid). At least I never actually OWNED those shares....

So new deepseek is at opus 4.8 level at \~20x lower cost... Here's what it means according to AI. it will trigger Jevons' Paradox: lower cost per token doesn't kill total hardware spend, it drastically expands the addressable market for deployment. | Ticker | Primary Driver | Short-Term Impact | Medium / Long-Term Impact | | :--- | :--- | :--- | :--- | | \*\*META\*\* | Open-source strategy validation + lower inference overhead across billions of app users | 🟢 Bullish | 🟢 High Margin Expansion | | \*\*AMZN\*\* | Slashed deployment costs drive massive customer volume growth on AWS | 🟢 Positive | 🟢 Strong Cloud Growth | | \*\*MU\*\* | Mixture-of-Experts (MoE) architectures remain bottlenecked by HBM & high-speed memory | 🟢 Positive | 🟢 High Structural Demand | | \*\*AMD\*\* | High-memory bandwidth GPUs become very attractive for budget-conscious inference nodes | 🟡 Volatile | 🟢 Market Share Gains | | \*\*NVDA\*\* | Potential CapEx slowdown fears vs exploding long-term global inference volume | 🔴 CapEx Uncertainty | 🟢 Volume Re-Expansion | | \*\*SNDK\*\* | Dataset caching and local enterprise model storage requirements | ⚪ Neutral | 🟢 Mild Positive | | \*\*NBIS\*\* | Lower unit compute pricing compresses margins unless utilization scales rapidly | 🔴 Pricing Pressure | 🟡 High Volatility / Opportunity | | \*\*INTC\*\* | Slower hardware adoption relative to ARM/Nvidia server architecture | ⚪ Neutral | 🔴 Structural Lag | \*\*TL;DR:\*\* The market will likely freak out short-term over potential GPU CapEx cuts (hit to NVDA), but long-term, ultra-cheap inference accelerates enterprise adoption and hugely benefits Hyperscalers (META, AMZN) and Memory (MU).

I remember when AMD floated between $2-4. Holy shit that run up was insane and I saw too aggressive selling on multi hundred percent gains. Still had some shares from that range as late as 2024, but they're gone now.

Mentions:#AMD

My flair used to be “AMD to 90” and I wish I still had that account. Fucking auto mod. This was when AMD was about 70 and people laughed at the thought of it going up. Advanced money destroyer how far its cum

Mentions:#AMD

Yes, I got around 1/3 of the virtual gain in past few months with OTM CC. I intend to take the original MU/AMD/INTC shares with me to the next world. Don't need the M in this world.

Mentions:#MU#AMD#INTC

Everything goes up and down! Even blue chips! Fundamentals never changed! Everything moving in sync is annoying lol, like AMD, intel, mu, SNDk, Hynix, etc etc. One crashes others follow.

Mentions:#AMD

Need Bill KOSPI, AMD and Sandick earnings to pump dram to 60 by Friday or else I lose my house 💔

Mentions:#AMD

I cannot see AMD going up. Theyre giving their gpus away for free to Anthropic and OpenAi.

Mentions:#AMD

Until one day nvda does an AMD and goes to 500 and you’re up to 6m

Mentions:#AMD

Why are so many people negative about $MU it can easily hit 1000 by end of next week.$SNDK and $AMD earnings coming up which will be cataylsts

Mentions:#MU#SNDK#AMD

AMD Earning is on Tuesday next week. If demands for AMD's products are high then it just confirms there is still room to pump A.I. We just need to fix Iran war....

Mentions:#AMD

TSM? AMD? some photonics?

Mentions:#TSM#AMD

NVDA: yes, especially at this price AMD: probably, but forward P/E is getting slightly sketchy. Earnings will probably determine if they can maintain this price for another quarter, but I wouldn't be surprised if it drops even with a full beat

Mentions:#NVDA#AMD

Eh. I'm betting we end next week green after SNDK and AMD earnings boost us a bit, but then the week after will probably be red

Mentions:#SNDK#AMD

All the news about memory lately, but AI hardware stocks like Nvidia and AMD still looking good or not?

Mentions:#AMD

AMD dip buyers?

Mentions:#AMD

**BanBet Created** ▲ | **Record:** 5W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $520.00 (above) | $479.74 | +8.4% | Aug 3, 11:44 PM |

Mentions:#AMD

!banbet AMD 520 3d

Mentions:#AMD

Ideally, you want to link the racks without cutting them in the first place. AMD is taking a different approach and has more HBM per rack vs NVdA. However, its next generation GPU is more expensive

Mentions:#AMD#HBM

you know if SNDK goes up, MU goes up and AMD also lol

Mentions:#SNDK#MU#AMD

Which of these AI/software/space stocks will have a high possibility to crash after ER next week? and why? ANET, AMD, ALAB, WDC, SNDK, APP, NET, DDOG, TEAM, OKLO, SPCX

I have held AMD and NVDA for over 20 years. This is different, quite different. The demand is escalating because of new things, not just PCs, servers and playstations. Robotic automation, AI ...

Mentions:#AMD#NVDA

AMDs run is almost identical to NVDAs. Massive rally into flat for a while, everybody thinks it’s done for and goes short only for it go on another face ripper most likely. The graphs are borderline identical when you look at them. AMD is just still in the early stages of its run.

Mentions:#AMD

AMD gonna tank.

Mentions:#AMD

Sold AMD for a 60K profit this morning at 513. Had a feeling a drop was coming

Mentions:#AMD

Monday will be brutal I imagine. Thank god I took profit on AMD when it rejected the daily 50

Mentions:#AMD

TF happened at close to AMD

Mentions:#AMD

Really depends on ER's this week. AMD, SNDK, WD, ON will impact market / sentiment.

Mentions:#AMD#SNDK#WD

Shorting AMD today worked great!

Mentions:#AMD

Play disco elysium... Take care of newborn and toddler and then look at charts before futures open sunday night. Gonna focus on AMD, QQQ, NVDA, GOOG, MU, VRT, BE, LITE, CRM.

out of cash, one finally yolo. AMD 500C

Mentions:#AMD

AMD will become Advanced Money Destroyer once again!

Mentions:#AMD

Way otm AMD puts for earnings

Mentions:#AMD