AMD
Advanced Micro Devices Inc
Mentions (24Hr)
100.00% Today
Reddit Posts
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
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??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
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?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
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?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
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
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Mentions
News coming after market close for AMD
Shorts are going to need to cover AMD !!
AMD cracks $473 it’s going to $500+
AMD is the only play sold all my positions added more now at 650k
AMD squeeze those put nuts !!!
AMD shares are the only solution
Okay AMD you collected everyone’s fomo money please go down now and bring the market down more
AMD squeezing above 473 it’s lambos
AMD is finna squeezeeeeew
So AMD pumps and market crash? Bet so when do we drop?
AMD closes above 473 it’s squeezing
Shall I sell all my BTC to buy AMD, APP or CRCL?
AMD finna buy me a new Beamer my calls already up 70k
It’s the AMD super squeeze !!! lFG too many put nerds getting their cabasa blown out
AMD squeeze these put nerds !!!
AMD going to $500 if it crosses $473
AMD put boys finna be sending handing behind Wendy’s
Am I regarded for having 400k in AMD calls lol
Sold all my intel all in on AMD let’s gooo
AMD just flipped green !!
AMD ready to crush shorts
If I could kiss the tip of AMD I would
AMD put boyz squeeze my tits !
AMD is going over 500 by Thursday
I only bought 10 AMD calls to piss off the Poots
The only thing that matters is AMD and MICROSOFT is ripping 🚨🚨
AMD calls a few weeks out? Feel like it can't just sit in this sideways thing it's doing forever right?
It's on the way, imho consolidating into a even wedge right now, same as AMD, but we all know which way it'll spring on the breakout
They're going to burn llm weights onto chips once model improvements start plateauing. That means you'll be able to run kimi k3 type models on your phone at over 10,000 tokens/sec with a slightly bigger battery. This will happen within 3-4 years and it'll move all value from data center buildout/rentals to whoever manufactures those chips. AMD just acquired the best startup in the space but it's open season. Along teh way there'll be better local software harness improvements that make remote AI less essential. The market could crash and AI adoption could skyrocket at the same time
Will AMD ever be over 500 again 🥺
I bought AMD calls at open like an idiot expir 5/17 477.5 how screwed am I
Between these 4 stocks/etf how would you divide up a $1,000 AMZN,HOOD,AMD, QQQM
AMD looks prime to do one of it's three +5% days in a row get your calls now
AMD deserves a solid V here, these sell offs make zero sense.
Easy buy for AMD rn with Sandisk in green
AMD All My Dollars (gone)
AMD needs to be up at least 3% today. Feeling quite optimistic tbh
I wouldn''t be surprised if he had puts for NVDA and AMD in his 401k as leaps lol
AMD is an impossible stock to trade. It only rewards true investors, not Mr. Market followers(idiots)
Nothing new, everyone hates AMD, but we all know their stupid and wrong
I have been following the 48gb 4090s loosely over the past year on Taobao and Alibaba. They have not shifted in price noticeably during that time. Well, compared to the rising prices for 3090s it might as well be falling. But it is being dumped by chinese datacenters, which in the first place, I don't think there is ever any sign they were using these specific custom (hand made) cards. And they did not go through the cycle of actually being dumped like the MI50 when AMD dropped software support, where it crashed to a fraction of what it was worth before, reaching a low of about a hundred odd dollars, but eventually stabilising to a few times of that, when consumers scooped up the supply. Seems to me they (the chinese technicians) are just producing them steadily, and the stable pricing is just normal market demand supply factors.
Revenue with losses is different from no revenue. When you have revenue, you can borrow to pay off loans, you stay in the game long enough to amortize capex spend. It’s an entirely different scenario. But that’s not your point. Your point is that the whole thing can come crashing down and drag the economy with it. And I’ll say that’s entirely possible. Except the latest TMSC numbers and the latest MU numbers and the latest INTC and NVDA and AMD and GOOG numbers tell a story of increasing demand and heroic struggles to meet that demand. Are they over investing? Are there too many DCs being built? Are there too many chips? Nope. Not that anyone with proof can point to. And what of their valuations? Are too many people too leveraged and pouring money into these tickers? They were three months ago. They aren’t now. The RSI across all AI related tickers has plunged oher the past two months. So, yeah, I get the risk to the economy if the music stops. But that has nothing to do with revenue free sock puppets.
Lastly, if the CPI data is cooked and inflation comes in very soft, Warsch could cut saying inflation is not an issue, the market won't believe it though and bonds will fucking crash. Same happened during the previous FOMC meeting when he didn't hike or provide forward guidance. Sure AMD and MU might spike for a bit, but bond yields will spike harder
I understand where you’re coming from but it doesn’t change the fact that rate hikes will get priced out completely and cause a ripper. Especially on some of these popular names that are getting sold off hard like MU and AMD.
Perhaps, but not by me. All my $$$ is in AMD and I'm never going to buy another Nvidia GPU ever again. Signed a unhappy RTX 5090 owner.
AMD call weekly if it hit low 450's
And 70 percent of Microsoft's AI revenue was from OpenAI. The circular flow of money between NVIDIA, AMD, and the "AI" (let's be honest, none of these large language models are truly AI yet) is downright incestuous. They are their own best customers...and none of them are actually profitable yet. Too many startups. It's the dot.com bubble plus the mortgage-backed security crisis rolled into an unholy demon spawn of bubbleness.
50K in GLD, 25K in SPX, 40K in IBIT, 85K in AMD. All options let’s go baby
The bubble for microchips? Er... yeah... those computers, internet, cloud, and AI are all in a bubble... They make chips for Apple, Nvidia, AMD, Broadcom, Qualcomm, Intel --- never heard of those people and their demand is obviously in a bubble to Do you people even understand what TSMC does?
Getting on my knee for da AMD
AI has been aggressively pushed by every provider-- - Intel / AMD have been building in NPUs that have gone essentially unused - Apple has been shipping a useless image playground for years - Microsoft has been shoving copilot, copilot PC, notepad copilot, etc to consumer who generally *do not care* - etc ad nauseum Where there has been excitement, it has generally been where model access has been way below cost or paid for by someone else. That you're seeing strong adoption is generally because the average consumer either has no legitimate choice, or is being bombarded by existentially necessary hype. Everyone has to be on board, because this thing is our economy now, never mind the slop. > The profitability is an issue only because of the high growth rate, There are a ton of very good analysis on this common rejoinder that have hit e.g. hackernews by very knowledgeable insiders. I'm not going to retread that. I'm instead more concerned with ground I have already covered: - Session context is *by design* sent, in entirety, at every turn - ...which means I can mid-session change from claude to openai - ...or, decide I'm done spending, and change to Kimi k3 That's a really bad reality for these companies, and its notable that their only response is to beg for export control designations and regulatory oversight, which fundamentally cannot stop this. Distillation attacks are inherently unstoppable, and LLMs are inherently not-moatable. How are they ever going to turn marketshare into network effects here?
wtf happened with AMD, it better close 500 EOW
That's indeed a very viable option. It's not true you need to drop 5k to get usable local AI experience. 32 GB of VRAM is definitely the sweet spot and that's achievable with: * AMD AI Pro 9700 (32 GB VRAM), for app. $1500 (can even find cheaper), * Intel Arc Pro B70 (32 GB VRAM) for app. $1000, * Dual RTX 3090 (used), price depends on second hand market, but 2x gets you 48 GB VRAM for less than a 5090. It'll probably cost more than an AMD AI Pro though, but you get 48 GB VRAM.
Got carried away selling puts on AMD, let’s get back above 475 before Wednesday
wtf happened to AMD
Damn AMD just dropping like a rock
Nice AMD dumping and dumping
yeah AMD, just skip the recovery
The many planned data centers might mirror overbuilding of fiber and data capacity during the dot-com bubble. We’ve already heard hints that major players might have trouble monetizing AI into a profitable model. Could that be like the unneeded capacity of the dot-com era? I think this is different. The businesses building these data centers are huge and established, not start ups with sparkle in their eye looking for that moon shot. The following is brought to you by Gemini “extended thinking”. The debate over whether current AI stock valuations constitute a financial bubble centers on a classic market dilemma: whether prices reflect transformative future earnings or speculative overbuilding. While comparisons to the late 1990s dot-com mania are common, key structural differences exist alongside real warning signs. # Why There Might Be an AI Bubble (The Bear Case) 1. **Massive CapEx vs. Unproven Revenue Monetization** Tech hyperscalers and semiconductor buyers are spending hundreds of billions of dollars on AI chips, custom silicon, high-bandwidth memory (HBM), data centers, and power grid expansion. However, enterprise software monetization is lagging. A widely cited MIT study found that roughly 95% of corporate enterprise AI pilots have yet to yield measurable, bottom-line returns, raising fears that infrastructure spending is overpacing actual market demand. 2. **Circular Capital Flow** A major structural concern is "circular investment". Leading AI design firms and cloud providers invest billions directly into AI software startups, which then turn around and use those funds to purchase GPU compute time and cloud infrastructure from those same major tech companies. This creates artificial revenue loops that inflate reported top-line growth across the supply chain. 3. **Extreme Market Concentration** The broad stock market index performance is heavily dependent on a handful of mega-cap technology companies. In late 2025 and 2026, the five largest tech firms represented nearly 30% of the entire S&P 500 index weight—the highest level of market concentration in half a century. When market gains are concentrated in so few names (e.g., NVIDIA, Alphabet, Microsoft, Broadcom, AMD), a slowdown in CapEx from even one or two players can trigger wide market drawdowns. 4. **Risk of Margin Compression from Efficiency Breakthroughs** Massive valuations assume that model training will require exponentially more GPUs and energy indefinitely. However, software optimization developments (such as Chinese startup DeepSeek's low-cost training architectures or open-source distillation models) demonstrate that AI models can be trained at a fraction of the traditional cost. Efficiency breakthroughs reduce hardware demand intensity and threaten high hardware gross margins. # Why It Might Not Be a Bubble (The Bull Case) 1. **Profits and Real Revenue vs. Mere Speculation** The most significant difference between the current market and historical bubbles is profit. In 1999, companies were valued on "eyeballs," web traffic, and price-to-sales multiples with no earnings. Today’s AI drivers (such as NVIDIA, Alphabet, AMD, and Micron) generate massive net earnings, record free cash flow, and expanding operating margins driven by real, cash-settled hardware delivery. 2. **Significantly Lower Valuation Multiples** During the peak of the dot-com bubble in March 2000, the forward price-to-earnings (P/E) ratio of the Nasdaq-100 exceeded **60x**, with networking hardware giants like Cisco trading at over **100x to 200x earnings**. By contrast, modern tech leaders operate at forward P/E ratios largely between **25x and 38x**—elevated relative to historic broad market averages, but nowhere near 1999–2000 levels. 3. **Strong Corporate Balance Sheets** The current AI infrastructure buildup is primarily funded out of the existing operating cash flows and deep cash reserves of multi-trillion-dollar tech titans rather than high-risk debt or speculative penny-stock equity offerings. 4. **Immediate Real-World Utility** Unlike dot-com startups that lacked the bandwidth and consumer hardware to deliver on their promises in 1999, generative AI and accelerated computing are already integrated into daily software workflows, chip design automation, cloud infrastructure, enterprise search, and coding tasks. # Why Did the Dot-Com Crash Happen? The dot-com bubble burst between March 2000 and October 2002, causing the Nasdaq Composite to plunge roughly **78%**. Key factors included: **Unviable Business Models:** Hundreds of internet startups went public via IPOs with zero revenue, zero profits, and unsustainable customer acquisition costs (e.g., Pets.com, Webvan). **Telecommunications & Fiber Overbuilding:** Telecom providers (like WorldCom and Global Crossing) took on hundreds of billions of dollars in corporate debt to lay millions of miles of fiber-optic cable. The buildout far outpaced 1990s internet traffic demand, leaving \~95% of installed fiber unused ("dark fiber") and driving telecom giants into bankruptcy. **Federal Reserve Tightening:** To cool an overheating economy, the Federal Reserve raised benchmark interest rates six times between June 1999 and May 2000, tightening liquidity. **Capital Exhaustion:** As interest rates rose and easy venture capital dried up, cash-burning dot-coms ran out of runway and failed within months, causing a domino effect across the suppliers that provided their servers and networking gear.
I think there’s some things people need to understand: \- Current AI research has two goals, either make a large leap in performance no matter the efficiency, or make a large leap in efficiency while maintaining performance. \- AI is VERY expensive to train, and with how fast things are progressing, companies need to spend billions training or tuning models every year to stay at the forefront. This is hemorrhaging money a faster than the companies are making money, and it isn’t as easily fixable as lower free usage and increase token costs. If they raised token costs enough to start being decently profitable, users would decline rapidly and company will still lose money. \- The bet AI companies are making right now is that efficiency will continue increasing faster than performance, eventually leading to a point where true profitability can be reached. And this WILL happen, AI will be very profitable in the long run. But there is a problem. If efficiency increases too much, too many people will switch to open weight models. So hardware needs to remain expensive. Right now it’s expensive because of a lack of fabs, but in years to come this bottleneck will disappear. Additionally, right now the AI bubble is driven by these massive corporations that had the funds to enter the game early. New players are popping up all over. This means this massive monopoly will eventually crumble. Ie, Nvidia right now is ONLY valued where it’s at because they make the best GPU’s and have CUDA. But eventually AMD and Chinese gpu companies will start catching up, Nvidia will no longer be able to price GPUs however they see fit. So in my opinion, the “pop” will actually be a slow decline in profitability for these hyper scalers and such, as this efficiency they are betting on bites them in the ass with local run models, and companies lose their massive monopoly. Yes this will still be profitable, and the AI space will continue performing well, but this craziness we see right now is going to dip hard over the years. This is a lot more similar to the 1990s fiber-optic boom, not the dot com crash.
Or the AI companies find a sweet spot where their model is good enough for most purposes and buy AMD/Taalas accelerators to satisfy that audience at a very reasonable price point. Were only 6 months into the real game. I think it's too soon to call.
AMD just sucking to suck
Why do Spy and AMD follow each other? I’m looking at legend and they follow the same
Look at recent earnings and revenue pouring in specifically from their data center/ AI segment on Oracle, Microsoft, Google, Nvidia, AMD and Amazon. That Capex is starting to translate. The "AI bubble" isn't so much a bubble after all. Theses recent earnings report showing objective pattern that is undeniable and says quite the opposite and it's projected to grow almost exponentially from here
Ouch AAPL and NVDA holders Dont worry I also got 90% of my port wiped clean by AMD last friday
AMD 480 options 0DTE volume is terrible
AMD stop being such a cuck
AMD to 600 meta, open AI warrants
Only memory is cyclical apparently, others are not, and photonics, NVDA, AMD having 10-20x multiples of memory is fine 👌 Ok
!banbet AMD +20% 30d