AMD

Elegant_Coffee_6191

Buy AMD

Character_Push_4662

NO! AMD will correct upwards to 140. Once it does that, its going down to 127.

MushroomTIP

So AMD puts right?

maxmcleod

AMD I bet

kananishino

So is AMD back to advanced money destroyer mode now?

NotStompy

Actually I might ask you something since you seem quite knowledgeable and I'm newer to Semi investing: As I see it, if the data center capex slows down, a lot of stocks will take a beating, but so far by category, my current investment spread in semis is: 40% Foundry (TSM 25% Fabless designer (AMD) 35% Foundry equipment (ASML) I just wanted to ask how you view the different steps of the value chain in terms of at least trying to somewhat shield oneself against headwinds that might hit several at once. There are other areas like EDA which I can also invest in, but the question is if there's really a point in diversifying beyond the 3 areas I'm in now? Very complex question and frankly as someone who's spent a month looking into the semi industry I feel more confused after compared to before xD

NotStompy

I mean, it's a competitor, but really I'd say Broadcom is much more of a competitor, AMDs market cap is what, 10x smaller than NVDA? And less of that is focused on datacenter/ai, whereas Broadcom is only 3x smaller market cap or so? In the end, the one I'm invested in is AMD, sold my NVDA recently for that very reason - if I'm gonna take the risk of betting on the data center capex not slowing down, I want a handsome reward, and with the lower market cap I see more potential for it to become a multibagger at this point. So for me: AMD ASML TSM (might also look into EDA, not sure it's kind of a mess ATM)

Boring_Clothes5233

She is all in on AMD as well.

spellbadgrammargood

AMD: *Automatic Money Destroyer mode activated*

Inevitable-Ear7641

AMD calls have been printing almost 200% a day or every other day for the past 7 weeks or so

Crazy_Donkies

Did you not look at your account?  Semiconductors and high performance compute had what I'd call a small correction.  Down 4% to 8% from AMD to AVGO to NBIS.  I get high PEs with swing dramatically,  but I think the question is valid.  Will the correction continue. No one knows.  This being said, I bought more NBIS.  I put a buy order in for 49.99 and caught 100 more shares.  

DodgeDemonRider

Goog is the new AMD! 😭

LordMunchu

AMD to 150 by end of week, support level reached.

mundane_marietta

If you are going to pick an underdog, why Intel over AMD? Generally curious about your reasoning

blubpotato

I lost a bit from buying shares because I thought they were undervalued, and now I’m up 35+% because I waited. You don’t get that chance if you choose to trade options that aren’t leaps. The stocks are expected to go up by most of us but the one time you buy calls they crash. Stick to shares on Google and AMD if you want money.

Talky

Didn't AMD zoom back from 90 to 140 recently.

sl3azebag

AMZN 230 calls 7/11 and AMD 140 7/11. Easy. Money.

DontBelieveTheirHype

I bought one share of AMD last week and as soon as I did it has gone down every day. Should I sell or just hodl

Kindly-Produce-2760

Agreed. It’s time to buy more AMD right now no later than early in the morning!!

SammySossa1

Im begging, 147 would retire me loool. But its not happening, my fellow regard, we have 0 catalysts, and July 9th can be an even bigger nightmare for AMD. Sigh.

Me-Regarded

Nice, I'm at $180k. That matches up. I'm doing good, up $56k in just over two years.... Have had a few horrible losses like WBA, lost $8k, retardation that I was in that. A few other big balls earnings plays that up and fukd me. I don't do that anymore. I held AMD for like 7 months I think it was before finally getting out recently with profit. I was way down in that, kept averaging down, had a stupid huge position. Yeah yeah, lol. Good luck!

gkdjsl

OK we had a legitimate red day, now I need AMD back at $147 tomorrow please

jiggolo420

Almost sold UNH yesterday to buy AMD

yaris205

AMD is destroying my money

Ill-Ad1603

Never buy AMD/GOOGL calls. They never print. Price action is not volatile enough

Substantial_Art1802

I was so sure of it that I sold my ORCL 215 calls and went all in AMD. Diamond hands for now. Rolled my calls to 7/18

Mathguy200

Sold my MARA for AMD and so far it looks like the right move! #NOW GET YOUR ASS BACK TO $145 AMD

Yourmasyourdaya

Cramer said that AMD was a buy and would keep rallying. It started dropping immediately.

Substantial_Art1802

Guys AMD going back up right? This is the bottom RIGHT RIGHT?!?

zhouyu24

AMD is down for no reason, that checks out.

churnAmex

Cathie Fraud bought AMD at the top

ElonFatherLisaMother

I love buying more AMD

PM_ME_OR_DONT_PM_ME

Can we get a lil AMD V

PM_ME_OR_DONT_PM_ME

Sorry AMD bulls, I just bought a bunch of shares five minutes ago

aDonkeyWithACarrot

Is AMD the most boring stock ever? Just asking

ElonFatherLisaMother

Can AMD just fucking pump to the moon already

Least_Rich6181

Sure. But look at AMD performance versus NVDA. Look at LYFT over UBER. Basically people think that the second place company has more "upside" because they missed the boat on the market leader....but often that's not the case.

ShadowCatZeroMeow

!banbet AMD 150 14d

ShadowCatZeroMeow

!banbet AMD 160 30d

drkgla

SOXL green while Nvidia, AMD, AVGO, TSM, MU all red wtf.

Chief-Sheed

If AMD goes to 140 today, I’ll give everyone here a kiss on the lips.

Negative-River-2865

NVDA, AMD That Amazon bought 80M in AMD could mean they are about to buy loads of chips from AMD. I remain bullish on the complete sector though. It's only a few big companies now that are buying these chips. No matter if other companies will build there own data centers or use the services of these companies investing now, the market will keep growing and applications will grow and improve further.

Boring_Clothes5233

Intel and Apple are my only positions. I have 47k shares of Intel, and 1,000 of Apple. I believe Intel is going to double this year at a minimum. Within 2-3 years it's a 5x. Here's why. The company trades below book value, and everyone hates the stock. But this isn't just a contrarian trade. Intel invested $100B in state-of-the-art manufacturing capacity the past 4 years. They've invested $200B in the last 10 years. Yet their market cap is $100B? Plus, that $200B in spending resulted in $50B in debt. In other words, they have paid off 75% of it. This capacity is coming online. AI is exploding, Demand is 10x supply. And here comes Intel, with loads of capacity nobody else has. Intel is not even relevant in the AI market today, but that is a HUGE opportunity. They can compete on price with so much excess capacity, and they have a massive untapped market to go after. Intel is focusing on AI at the edge, and that is the next super growth area. Intel is right back in it. They will get a big piece of that. They also have new products coming out that are going to be highly competitive with AMD. Power efficiency is really good with these products, and that also is a defense against ARM's push into CPUs. Why go through all the effort to switch to ARM from x86 when the benefits are just not there? Intel's products are coming back strong, combined with the foundry capacity, this stock is going to rock. They get one large foundry customer at it doubles. But even without it, they are coming back strong.

SammySossa1

But I thought AMD was a value stock.. Sigh. Soon as I go bals deep on AMD, GOOG, and PLTR they respectfully eat shit :)

Prestigious_Owl4418

Agree, Many don't know what Lisa (AMD) is capable off! 10X is for sure, in next 2-3 years, see the past 10 year chart! We are only scratching the surface of Advanced Chips demand. Also, compare the MC of NVDA vs AMD, and compare there Revenue. AMD Revenue of 2025 reciprocate the Revenue of NVDA 2022. Lisa, Su is very smart CEO, she pulled AMD from Bankruptcy, (which was hardest), Making AMD a 1$ Trillion MC is not that hard for Lisa. She is playing all cards right. AMD could reach $700+ by 2028 or earlier. Save it!

Busy-Difficulty-4757

Big data, infrastructure, chips (AMZN, GOOG, ORCL, MSFT, NVDA, AMD, DLR)

Prestigious_Owl4418

AMD is warming up! what comes next NVDA cannot cover the next demands. AMD's ( FPGAs IPs, Software stacks, Open source platform) will add new market demand for AMD, AMD's time to 10X is coming soon!

Habstah

Sold CSPs on AMD to a poor retarded ber at the bottom

Chief-Sheed

Why does AMD act like pick me who wants all the attention? Just pump already, we know you want to reach 180.

Chief-Sheed

Henlo frens, wen AMD pamp?

0DTEKing

If you didn’t buy AMD and NVDA big beautiful Dip, it’s on you 😂🤣

Mathguy200

AMD $145 EOW please

0DTEKing

Thank you for AMD and NVDA dip 😁

Mathguy200

Alrighty… 40 AMD $155 8/1 hoping for the earnings IV and move back to to $146 and I’m out

yaris205

New proud owner of some AMD shares, AMA

Otherwise-Coyote6950

Since I started to follow this sub (initially with another account), it has been so bad that it should be researched by some hedge funds, even inverse Cramer would be nothing compared to this. Pretty much every stock that is hyped here turns out to be trash, and all that get bashed turn out to become multibagger. It started with bitcoin many years ago (I bought at $300). Then Tesla, I still remember when everybody on here were saying Tesla would go bankrupt before they finished building their first gigafactory. Back then I let myself being influenced by the mass of people (a true echo chamber) that write here so I didn't buy in 2015. Thank God I bought in 2018 and I still made a lot of money. Then there was the phase when Nvidia was hated like crazy. That was when Nvidia was going down every day, it got below $100 (pre split) for a while and everybody here was saying with the change in the Ethereum proof of stake Nvidia would become irrelevant in the future. Everybody was bullish AMD, like you couldn't even mention Nvidia without getting 50 downvotes within 30 minutes. The entire sub was an AMD echo chamber claiming Lisa Su was the best CEO of all time. History proved otherwise. Then it was the time when everybody hated on Palantir. That was around 2022, you couldn't write a positive comment on Palantir without being hit by the same idiots that downvote you just for having a different opinion than the echo chamber and that (as usual) act like they can be only right (the ones that are always wrong). As usual, inverse Reddit won another time and Palantir took off. Oh, during the peak Covid everybody on here was wrong about anything and panic sold all stocks. But the peak idiocy was when people on here were claiming oil would never recover (when for a short while it got below zero) and they went short oil and oil stocks when it was at zero (or below) and claimed it was the best possible trade. Of course a couple weeks later they got destroyed by the trade but back then, as usual, they were convinced of being right. Then this sub had a phase when it was all about solar stocks, everybody was buying solar stocks when they were at their peak claiming it couldn't go wrong, that was around the time these stocks reached their peak before falling, sometimes even 90%. There were so many other phases and trends.....I remember Virgin Galactic for example (how did it turn out?) or, more recently, when everybody was short when the tariffs were announced and the market seemed to tank to infinity. In those days you couldn't claim the market would have recovered, no the echo chamber would have downvoted you massively. And yet how did it turn out? When it was peak pessimism here, it was when the market recovered 10% in a day. In the last year we also saw the trend of pushing Google and massively hyping it. Just so you know, in the last year Google return has been -5% while everybody on here were extremely bullish and it was the most popular trade. Tesla was also bashed non stop, in the last year Tesla is up 45%. Now, the same who were always wrong, are claiming Tesla will go below $100 because nobody like Elon, their FSD sucks and it's worse than the one being developed in North Korea, European car sales are tanking and you name it. Let's see in a couple years where Tesla will be. Considering the history of this sub, Tesla would probably be double what is it today. Same for every other stock that is being hated here recently.

Mathguy200

Am I full porting AMD 8/1 $155 calls?

elgrandorado

Been patient on RACE to see if I can add a bit more at a steeper discount. ASML always looks interesting but I did my adds there during Mangomania. NTDOY (ticker for Nintendo 7974 ADR) is one I will be adding to if there are any sell offs after earnings. I'm also looking to see if there's any dips in MCO or SPGI now that the Trump Admin seems like it'll force the FED to drop interest rates. On the watchlist, MELI and AMD are two that I've had my eye on over the past couple of months but I haven't touched them yet.

Mathguy200

How is AMD so bad rn?

Independent-Tree-985

!p AMD

The_Midland_Boxer

Sorry guys, I bought some AMD. Wanted my money to get destroyed just for the lolz

Chief-Sheed

!banbet AMD 160 45d

ElonFatherLisaMother

AMD is going to be alright

looool_k_libtard

Hood and AMD just got rug pulled by the same algo

Slabbed1738

Lmao AMD down almost as much as Tesla

LordMunchu

!banbet AMD 155 7d

chainerection

AMD 😑

zerocold96

Today hurts ..... AMD sucker punched me hard.. now the question is ... do I take my losses and run or hold....

Independent_Leg8065

Should I buy the AMD dip? Will it go back up long term?

winterfnxs

AMD often destroys money, people get surprised

Starkfault

AMD pumping was a top indicator

chainerection

OK wtf AMD

RepulsiveDisaster671

Why is AMD dying

trial_by_fire_

It's the new AMD!

Alwaysbroke1

Is AMD done?

davidbigham

Some of u bought AMD call and crashed the stock. Show me who u are

chainerection

Fucks wrong with my beloved AMD?

Tuko_Ramirez

Damn you, AMD. The exact moment I fomoed into you, you go red. This must be because of *them*, the MMs, right, guys?!

Xzlk

AMD is back to destroying money and TSLA is showing regard strength. Nature always finds its balance.

HeiPando

absolute paperhanded those puts i got at 139.50 on AMD man...

dorkstafarian

Bummer, eh? — Yah.. What did your stock do? — Well its CEO just went to war with 🥭, who threatened to have him deported. You? Mine is AMD, and I had hoped.. — ... Just stop. My condoleances.

davidbigham

AMD back to classic AMD

0DTEKing

Cathy wood bought in AMD yesterday, a boat load of them Don’t know be happy or worried 🤣😂

Spear_n_Magic_Helmet

everyone stand back, he’s about to buy more AMD

Working-Math-9610

**Y Chips Falling?** AMD, NVDA, MU and the gang..

call_me9110

If AMD roars next week and NVDA naps this thread’s going to be full of memes about ‘sleeping giants

NaiveMercury

AMD went back to its *Advanced Money Distroyer* status? **Lisa pls save us** 😫

DrummerCompetitive20

everybody know AMD is going to 200 eventually so buying all dips

0DTEKing

Whatever, I will still but AMD and NVDA

Pvt_Twinkietoes

We need low level software support like CUDA for AMD GPUs. Pytorch just don't run well on them.

CheapHero91

the truth is that AMD will never really reach those $200 areas again because the stock performance depends on nvda stock performance. It can’t go up unless nvda goes up and if nvda goes down AMD goes down too and nvda won’t reach something crazy like $180-$300. Look at this like a new ATH for AMD and on the next leg down it will go down below 100 again when other tech stocks go down

wilhelm96

AMD can get fucked today

looool_k_libtard

AMD back to all time lows soon

gkdjsl

Yeah, I feel like shit, I was up 45% on my AMD calls but Friday, Monday and today are turning that into dust

DetroitRedWings79

How much store credit do you guys think I’ll get if I take the AMD and NVDA calls I bought yesterday into my local GameStop?

chainerection

Cathie touch just turns AMD into turd

zuckzuckonit

Why do you think that about AMD and UNH? I thought UNH was done

NomSaneMan

Um, I mean depends on how risky you want to play this. Mega caps - easily google. AMD could make a crazy run still. UNH is criminally undervalued (pun intended). Idk man your guess as good as mine

ConfidenceLucky8200

AMD

Aggravating-Elk-7409

Which isn’t unreasonable. Same as AMD getting a bump when nvidia gets good news. Market sees it as the general sector doing well