AMD

Sllyce

Well I remember very clearly gamers getting priced out of the market because all the gpus were being purchased by crypto miners. You’re right though , there was just some use here and there , they were probably 99% AMD gpus they were using

Round-Ad5063

same also from AMD, my limit is 150 lmao

Locke_____Lamora

I bought 7000 shares of SOXL and 1000 of AMD and 2500 of NOW at close. I like to live dangerously

sentientshadeofgreen

Nvidia has a strong balance sheet and has a financial interest to grow the AI industry. Companies like Anthropic generate a lot of revenue, the question is how much does each token cost them? That is dependent on a lot of things, but hardware and GPUs are major factors in that question, energy being another. Nvidia is a pick and shovel move, and will keep favorable business terms with Anthropic for as long as Anthropic remains a rational company moving the industry in the right direction that makes all of them money. The round tripping is spooky and not without risk, but all growth requires borrowing, and I'm looking at it more as instead of banks determining risk and capital access for how the industry should allocate capital, it's the money of companies who already made their money in the industry guiding how the industry grows on their own terms, not the banks'. Companies like Nvidia, Google, Microsoft are the "bank" and are growing the larger industry on terms that they believe will make them more money, and are doing so with financial and tech capital. If Nvidia's balance sheets started to degrade, along with Micron, ASML, AMD, or TMSC, I'd start to be worried about the AI trade. That's not currently the case, all companies are very strong, not leveraged to the tits. If the suppliers are good, costs can be low for the distributors. If costs are low for the distributors, profits are returned, the industry matures and diversifies and the debt eventually dwindles as growth outpaces it. The rest of the economy's health certainly impacts the pace at which the profit is generated and the industry matures, but there's nothing really to suggest the companies who already won won't weather storms to come. My biggest concern would be a black swan event like China attempting to cross the strait and invade Taiwan. That would fuck everything up, I don't think it'll happen, but if it does, weather and military indicators will give some warning for invasion windows up through late October (and there are no real clear indicators from my couch that there is a massive amphibious assault planned) or April/May. Weather is everything in military planning and there would be signs. I also can't help but think that with other parts of the world attempting to diversify away from TSMC who remains a persistent chokehold, China would probably wait until Taiwan loses that leverage.

ihope-springseternal

Insane that AMD was at $650 😂

cward2208

I remember trading AMD a little over a year and a half ago when it was $80 a share. At $500+ a share, it's just too rich for my blood to be holding it. Makes no sense. If you zoom out, it looks like a pump and dump.

MithrilHuman

Today my company (AMD) also limited AI for everyone. We used to have a budget of $6k, then $4k, now mine is reduced down to $300 "based on usage".

justlosinmoney

AMD 600 by open because fuck making any sense

SKRAITTALK

Is AMD a buy here

abandoned_idol

My specific team is hiring around ~1 new employee every month. That said, they are peddling AI to sell, so they are probably swimming in capital right now. No, I don't work for the cool and trendy Nvidia nor AMD. I'm part of a loser company. But if you're looking to get hired, I got mine by applying to LinkedIn jobs I WASN'T qualified for. XD

SpliTTMark

Advanced Micro Devices (AMD) reported record second-quarter 2026 revenue of $11.54 billion, representing a 50% increase year-over-year. Recent Revenue Breakdown • Q2 2026 Revenue: $11.54 billion (up 50% year-over-year) • Q1 2026 Revenue: $10.25 billion (up 38% year-over-year)

Efficient_Win_3902

What does that say about AMD? Almost 1T MC with 3B revenue

justlosinmoney

I swear to god I made money on AMD a few times but fuck if it isn’t a bringer of pain when I try to buy options on it

bjay1290

Sold mu sndk and wdc for AMD lite NBIS and tsmc

justlosinmoney

Welp looks like they aren’t buying AMD

justlosinmoney

Welp looks like they aren’t buying AMD

joeyeats

what market just opened at 5pm pst for AMD to be jumping by multiple $s in AH

No_Departure_1878

Nvidia makes hardware, not just for AI but a bunch of people use Nvidia GPUs. Micron makes memory, needed for everything, not just AI. Alphabet? For real? Jesus Christ... Meta? Both Meta and Alphabet are advertising businesses, AI is a side project for both. AMD makes chips, some of them needed for AI. None of those companies are actually AI companies, they are exposed to the AI bubble but they all produce stuff that is actually needed.

GarthBooks69420

Ugh, I just checked AMD and my plan like 6 or 9 years ago was just to keep buying AMD. I think it was like $60

zdra

AMD making 2 billion net in a Q.. on a 1 trillion evaluation is hilarious. The others at least have some scaling that makes sense. AMD is literally multiples overvalued

Neader

Me doing the same with AMD wishing I was in your shoes

Legitimate_Risk_1079

POLR | Polar Capital Holdings - Current Price: 752p (£7.52) - Market Cap: ~£748M - Bull Target (12–18m): 900–1,000p - Bear Target: 625–675p - Upside: +20% to +33% - Downside: -10% to -17% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Forward P/E: ~12–13 - Debt-to-Equity: Very low 🟢 - Cash: ~£151M 🟢 - Dividend: 46p annually - AUM: £43.7B as of Sept. 30 🟢 - Six-Month Net Inflows: £3.6B 🟢 - Profitability: Strong 🟢 - Shareholder Returns: Dividends + buybacks 🟢 - Price Trend: Recent improvement, but weak five-year chart 🔴 - Bull-Case Market Cap: ~£895M–£995M - Risk: Moderate - Conviction: 7/10 - Grade: B+ Polar Capital is a profitable specialist asset manager with excellent recent AUM growth, strong inflows, substantial cash and an attractive dividend. I like the fundamentals at 752p, but the negative five-year price chart prevents me from giving it an A-range grade until long-term shareholder performance improves. --- SMGB | VanEck Semiconductor UCITS ETF - Current Price: £76.91 - Fund Size: ~£7.1B - Bull Target (12–18m): £100–£110 - Bear Target: £62–£66 - Upside: +30% to +43% - Downside: -14% to -19% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Debt-to-Equity: N/A, ETF - Expense Ratio: 0.35% - Holdings: 25 - Top-10 Concentration: ~83% 🔴 - Major Holdings: AMD, Broadcom, NVIDIA, TSMC, ASML, Micron - Semiconductor Exposure: 100% - Price Trend: Strong long-term trend with high volatility 🟢 - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ SMGB provides concentrated exposure to the world's major semiconductor companies. I like the underlying businesses and approximately 2:1 reward-to-risk at £76.91, but the extreme sector and top-10 concentration keep this below my A-range. --- LGND | Ligand Pharmaceuticals - Current Price: $298 - Market Cap: ~$5.9B - Bull Target (12–18m): $400–$440 - Bear Target: $235–$250 - Upside: +34% to +48% - Downside: -16% to -21% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Forward P/E: ~43 🔴 - Debt-to-Equity: Elevated after convertible financing 🟡 - Cash & Short-Term Investments: $1.36B 🟢 - 2026 Revenue Guidance: $270M–$310M - 2026 Adjusted EPS Guidance: $9.00–$9.50 - Royalty Growth: +32% YoY in Q2 🟢 - Profitability: Strong 🟢 - Price Trend: Strong long-term trend 🟢 - Bull-Case Market Cap: ~$7.9B–$8.7B - Risk: Moderate - Conviction: 7/10 - Grade: B+ Ligand operates a capital-light pharmaceutical royalty business and recently expanded substantially through XOMA Royalty. I like the profitability, royalty growth and balance-sheet liquidity, but the premium valuation prevents me from pushing it into A-range at $298. --- GROW | U.S. Global Investors - Current Price: $2.72 - Market Cap: ~$34M - Bull Target (12–18m): $3.50–$4.00 - Bear Target: $2.00–$2.20 - Upside: +29% to +47% - Downside: -19% to -26% - Reward-to-Risk: ~1.7:1 🟡 - Success Probability: 45% - Debt-to-Equity: Extremely low 🟢 - Cash: $24.3M 🟢 - Net Working Capital: $35.7M 🟢 - FY2026 Revenue: $10.3M, +21% 🟢 - FY2026 Net Income: $3.1M 🟢 - Operating Income: -$603K 🔴 - Average AUM: $1.5B - Share Buybacks: 734K shares repurchased 🟢 - Price Trend: Severe long-term underperformance / water-slide 🔴 - Bull-Case Market Cap: ~$44M–$50M - Risk: High - Conviction: 4/10 - Grade: C+ U.S. Global Investors is a tiny specialist asset manager with exposure to thematic funds including JETS. The balance sheet, buybacks and return to profitability are encouraging, but a roughly 54% five-year decline, weak underlying operating profitability and mediocre reward-to-risk deserve a major penalty. I need to see a sustained reversal before considering this a B-grade investment.

bearhunter429

#AMD pumped $13 in the last hour just as I predicted LMAO🤌

andytobbles

AMD dropped over 20% in a few days and MU is still down like 30%+ off of his ATH. How low did yall think this shit was really going to go? These companies are putting up historic revenue growth %s Y/Y…

Plisknoob

Buy AMD + NVDA + INTC calls you silly sausages

andytobbles

Well the 60K I threw at AMD and 40K at MU leaps paid off today. Sold my MU leaps for a 6K profit this morning at 912, obviously should’ve kept holding. Expected a pullback end of day though, this market is strong apparently.

SilentExtinction

I simply do not understand the hard on this market has for AMD. According to what metric is this stock not insanely overvalued? I'm not even shorting, I just sold my 1DTE calls way too early today...

powerboner

Wow I sold everything too early. NBIS, SOXL, AMD. Oh well, happy with my gains

miss_L_fire

I have MU and AMD calls expiring tomorrow but I don’t want to hold both overnight. Should I flip a coin?

znightmaree

Mad about your decisions and wish you bought the dip? You still have some options here: DELL INTC TSM AMD You’re welcome. Never too late to cure yourself of the ber mind virus.

Other-Importance-214

Nvidia reported net income of $59.6 billion last quarter. Micron reported net income of $37.70 billion last quarter. Alphabet reported a net income of $112.19 billion last quarter. Meta reported a net income of $15.85 billion last quarter. AMD reported a net income of $2.3 billion last quarter. Sure, a lot of so-called AI companies may not be profitable, but they're also not carrying the S&P 500 right now.

miss_L_fire

Do I hold my MU or AMD calls overnight? Don’t have the balls for both

FuckingJPMAlgos

I am buying AMD wish me luck.

bearhunter429

#AMD casually pumping $7 in 20 mins LMAO🤌

BadaBingSil

back in $AMD 560C 1DTE let's see where this goes

spellbadgrammargood

Stocks like AMD are going back up on low volume.. What can go wrong?

VeridionMarkets

For what it’s worth, Congress is on both sides of MU this year. Rep. Cleo Fields bought $100K–$250K on Feb 3, same day she loaded AMD, GOOGL, LRCX and META (House PTR #20034018). Rep. Dwight Evans sold $15K–$50K on Mar 24 (#20034379, cap gains box checked). Rep. Cisneros has been round-tripping it in $1K–$15K clips since February, buy Feb 24, sell May 15, sell Jun 5. 27 members have disclosed MU trades in total. None of them bought at 877 though, so you’re early or they’re late.

gs-

Agreed. AMD was \~450 four weeks ago.

Neader

Imagine seeing AMD down -15% in a week and not buying calls at least a month out. Here's your sign regards.

MacroFinanceAI

Sell it's not SPCX. It's the AI credit default swaps market cracking (leading stocks). 5Y CDS since June: Broadcom +174% AMD +149% Nvidia +114% CoreWeave +96% (\~980bp) Oracle +81% Meta +56% Amazon +42% Alphabet +41% Microsoft +31%

bearhunter429

#AMD is way oversold LMAO🤌

mynamajeff_4

Retards were saying this back in 2020 during Covid and I ended up making tens of thousands and bought a house at 20 because of it. I’ve made tens of thousands again over the past few months and bought another house. I’m more diversified this time but if I was listening to logic, I wouldn’t have been buying things like AMD, INTEL, MRVL, etc. I’ve also moved a lot of money into Biotech and thinking that will be the next big growth, I’m already up a few hundred percent on Moderna.

MacroFinanceAI

Depends on AI and currently AI Credit Market (which leads stocks) is stressed. 5Y CDS since June: Broadcom +174% AMD +149% Nvidia +114% CoreWeave +96% (\~980bp) Oracle +81% Meta +56% Amazon +42% Alphabet +41% Microsoft +31% 19 of 20 AI-exposed names wider. Only Vistra tighter (−13%).

powerboner

Come on AMD do something

zorna0

Martin shkreli:  a rumor that the VARA AI fund has blown up is making the rounds Vara top holdings: BE NBIS CRWV INTC MU WDC AMD CBRS CRDO

andytobbles

Day traded my MU position for 5K profit holding my AMD leaps and will build as we likely go lower

GhatzLoch

jesus murphy that is crazy! I managed to sell my AMD and NVDA right at the top for both, lmao never once was able to do anything like that before

Kulutiheges

MU is going up but why Nvidia , AMD and INTEL not?

C-X

NVDA AMD dead as fuck

R1SKbreaka

As high as AMD!

lowkeylodo

i double leverGED AMD AT ATH

Jazzlike-Maize8537

Which one of bought AMD at $600

KangolTitMouse

Firmus, an Australian neocloud, had its IPO fail. Nvidia has funded Firmus along with CoreWeave, Nebius, Lambda, Crusoe, Nscale and Together AI. OpenAI, AMD, and Salesforce have done similar funding. The Hyperscalers have avoided direct investment, instead signing purchasing agreements.

Crazy-Sir5935

Rise AMD rise!!!

joeyeats

glorious V thank you AMD

spellbadgrammargood

AMD pumped mid-September because of Meta's MUSE, "Meta's Muse AI agent has approximately 2.182 million daily active users as of early October 2026" AMD gained and lost 100billion in market cap for ~2million users LOL

Shad0wK1lla

This is the AMD I remember

davidbigham

AMD back to the old Advanced Money Destroyer

mbreaddit

29 Direct AI + Mag7 + Broadcom, Oracle, Palantir, AMD, Micron. 8 of them are AI Utilities, 4 AI Captial Equipment. Excuse me, but lets unravel this a bit: **MAG7:** Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta Platforms und Tesla, They were already quite big and growing **WITHOUT AI,** i would even assume right now except for NVIDIA accounting hell a lot, the others not much of AI specific **additional growth relative to their previous market cap** Broadcom, Oracle, Palantir, AMD, Micron, fine, nothing to argue about, they make up maybe half of NVIDIA again. Whatever the 29 Direct AI stocks would be, they are even smaller. So most of the concentration is not AI apprently and their plot was made explicitly bad so you can´t even properly pinpoint 2024 or 2025 to try to distill anything from it. Concentration was already there **in technology overall, thats what America made strong the last 20 years, AI is just the next phase to make it even stronger in that sector.**

chads_to_do_list_app

The one next to Sundar Pichai is Mira Murati, an ex Open AI employee, and I think the person next to her is a poor attempt at making Lisa Su, the CEO of AMD

andytobbles

Exactly why you have to slow start nibbling on good deals like AMD and MU rn. Doesn’t mean you go all in you just nibble slowly.

MaxEhrlich

At this point I’m tired of pretending I know what any of this shit means, just tell me how much today gonna hurt my MU, NVDA, AMD, and GOOG?

ittrut

This ain’t r/AMD

Quirky_Push_2506

Entry price points to watch out for NVDA: 80 AMD: 20 SPCX: 5 SPY: 450 QQQ: 400

LostFaithlessness201

Done some calculations do you want the good or bad news whichever way you trade if we fall the next level supports according to monthly levels and previous resistances that will turn to support- QQQ-635 AMD-257 MU-440 INTC-46 These are a few examples, we could also pump from here but fundamentals showing me something completely different

cool-lala

you dont get the point my man Claude code is one thing anthropic is another claude code could run as a 200 billion dollar company fine but 2t for that shit is not worth it and also the rev u see are promised ones second they can cook books and you will never know GOOG is cooking books with GPU depreciation methods same for NVIDIA and AMD and all, And the way you thrash open source tells me you dont even use more than one open models try deepseek flash or pro or Qwen 27B or Xiaomi 2T model param and you will see a new la la land

SpecialTrust2045

AMD or DELL for quick swing?

Deso718

Semis sell off continuing after hours (MU -2.75%, AMD -2.77%, NVDA -1.54%, etc. rn) gonna be another rough one. Maybe TSM earnings can help turn the tides into Friday…

gravedigger997

Loading up on more AMD, thanks PILL KOSPI

SanDisk_Made_Me_Rich

The companies that survive in 2030 will be in these categories (and many of them will be involved in all 3): 1. AI labs 2. Hyperscalers 3. Chip companies (memory, compute, etc). And to survive they will need to have differentiation and a niche. Vertical integration, proprietary LLMs, chip architecture (speed, throughput, memory), users, etc. In your bucket you want: Microsoft, Google, Amazon, Meta, TSMC, Micron + other memory companies, NVIDIA + other compute companies (AMD). These companies will be the winners. When the Neocloud's hyperscaler contracts expire in 2030 they will be left with 90% of their revenue gone. Maybe one or two of them differentiate enough to survive (Nebius is probably the best one right now)

Ok_Pollution7093

AMD doesn't have $567.50 strikes. Double check your position details before panicking.

Pazzaaaaaa

AMD, MU AND SKHY all kicked out of the 1T club

EngineerDirector

Full port into Tesla in 2019 Sell all for palantir in 2021 Sell all for AMD in 2024 Hi, it’s me.

gkdjsl

same with AMD, it's just prepping another bull trap for tomorrow morning

GuwopGOAT

NVDA, AMD, Micron, and Apple should fuse and become one big AI megazord

KittyLover-7

Probably stuff like AMD because when they bounce they bounce hard

TheRealistOftheWay

If you are in stocks like AMD, why are you worried about a red day? Close the app for a year.

gks007

AMD getting hammered my 585C need a lifeline

Big-Pomegranate3243

I'll tell you what I think: AMD and MRNA are pretty safe bets. Yeah, I know AMD is AI, but they're different from the other chips—they're actually needed, and in my opinion, they'll eventually decouple from the rest of the chip comparison at some point. 

AbleLimitz

Nah just a retail trader that had been winning and just got slaughtered on O DTE AMD options

andytobbles

AMD leaps are getting more and more obvious by the day as it inches closer to its daily moving agerages

Celticsmoneyline

maybe he sold his AMD and Intel calls after the Muse pump

BadaBingSil

yesterday I remember considering $650 calls on AMD for Friday now i'm not even sure if the $550 calls will print

Celticsmoneyline

certain popular large-cap stocks like Intel and AMD have a lot further to fall

Austin_Destroyer

Good glob, do people make and lose fortunes of AMD weeklies?

geneticdeadender

What happened? I'm out of the loop. My portfolio is at ATH so I'm obviously not buying what you all are. Yes, a big chunk of it is AMD.

MostlyNothingInvests

Robotics will be the next thing before 2030, AMD even has AMD Robotics Partner Networks. And not just humanoids, we are already seeing amazon starting to delve into drones, so similar concept

rdmiche

I definnitely have conviction and also being cautious about AMD as well. Right now my thought is to hold unti the next spike, then sell at a small profit. This is assuming the stock keeps trading rangebound like it has been, as it doesn’t seem like it will break out any time soon. Do you think this is too risky and I’m more likely to sell too early?

Efficient_Win_3902

December 16 after selling to close 10x AMD 600 PUTs Swing trading makes good money 

TofuPapa

If yall didn’t buy the dip on AMD, META or SPCX, I don’t know what to say

OPTCRulez

VEQT? If it has to be a specific company... AMD has been doing well for me...

NiceOwner

Only issue is, Iran hitting oil tankers again, PPI tmrw, fed on Oct 23, Chinese saying they had a breakthrough on chips against MU and AMD…. And inflation going up, mixed with bond yields up. And oil.

thuglifecarlo

Sounds like me when I started out but my annual income was 20K. Lived in the barracks so no bills besides internet, phone, car, and insurance. I put 1k a month into the SP500. Little did I know was that the money I invested while I was young would stat 90% of my investments 10 years later. I used only the SP500. Then I started investing in stuff like AMZN, V, AMD, NVDA, etc. Later I realized my individual stocks outperformed the SP500 every year. Not a bad idea to use the SP500 until you know how you want to invest. I dont know how to read the market or all that fancy stuff, but I was able to beat the SP500.

Individual-Big3997

AMD 567

znightmaree

I spent more than a 1%er’s yearly salary buying dips and LEAPS today GOOGL AMZN AMD DELL INTC SKHY

wowthisislong

weekly AMD collapse

OnlyTheStrong2K19

AMD

Glittering_Dig3798

I can't speak to their manufacturing process, but I do know they have some of the strongest, longstanding partnerships with companies like NVIDIA, AMD, and Intel

bad_detectiv3

you are right. I bought AMD right at ATH, before earning and it dipped hard and stayed there. It eventually went up and I’m in the money. But yesterday I had quiet bit of money in the sideline and yolo bought because of comments on Reddit. I’m regretting it so much. I waited almost a year or so. I gave in yesterday feeling “this is enough dip, it will go up tomorrow” yet today’s dip is way harder then yesterday and across NVDA and SOXX

yourgirl696969

If hypercalers even hint at slowing down capex in their Ears in a couple weeks, neoclouds are gonna collapse. AMD and memory will probably be next. And then NVDA. It’ll be a bloodbath