AMD
Advanced Micro Devices Inc
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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?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
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
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Mentions
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.
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
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.
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.
Need Bill KOSPI, AMD and Sandick earnings to pump dram to 60 by Friday or else I lose my house 💔
I cannot see AMD going up. Theyre giving their gpus away for free to Anthropic and OpenAi.
Until one day nvda does an AMD and goes to 500 and you’re up to 6m
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
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....
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
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
All the news about memory lately, but AI hardware stocks like Nvidia and AMD still looking good or not?
**BanBet Created** ▲ | **Record:** 5W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $520.00 (above) | $479.74 | +8.4% | Aug 3, 11:44 PM |
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
you know if SNDK goes up, MU goes up and AMD also lol
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 ...
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.
Sold AMD for a 60K profit this morning at 513. Had a feeling a drop was coming
Monday will be brutal I imagine. Thank god I took profit on AMD when it rejected the daily 50
TF happened at close to AMD
Really depends on ER's this week. AMD, SNDK, WD, ON will impact market / sentiment.
Shorting AMD today worked great!
out of cash, one finally yolo. AMD 500C
AMD will become Advanced Money Destroyer once again!
Way otm AMD puts for earnings
AMD up 13% or more after earnings or during the earnings day mark my words
Nope I bought AMD calls right around the LOD of NVDA/MU chart, so it will crab until expiry. Sorry
Not yet my AMD calls need to be saved
AMD, daddy is telling you its ok to go to $500
I bought 25K of AMD at $2 and sold at $8 thinking I was the next warren buffet would be worth 6.2M at $500 p/s ...
Should I short AMD again?
yeah Are you planning to bet on AMD?
AMD kicking my ass rn. have done nothing for like 3 hours. Theta giving me a rimjob
I hope no one actually did this. I did buy AMD calls but for 8/10
Was up 400% on my AMD calls at open and saw a few people say it's running to 550 so held like a greedy asshole and now it's down 80% lol
What’s a good options play for a beginner, looking to spend around $30,000. AMD?
It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.
Anyone playing AMD for next week?
I didn't sell my AMD calls at open because I had an appointment. Pretty sure I am fucked.
**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $500.00 (above) | $491.67 | +1.7% | 23h 60m |
Bought my AMD calls for 8/10 during the lowest part of the dip...you can go up now baby
So let me get thgis right. GOOGL up 4.5%, AMZN up 15%, MSFT up a %, AMD up %, META up %, but SPX is red.
so AMD Calls for next week? SNDK next week too?
Up 400% on AMD calls at open to being down 60% 30 mins later. Sickening
What a nice short opportunity on AMD
The run back up to retest the daily 50 on micron and AMD was almost too obvious. Sold at 513 on AMD this morning.
If AMD drop ways below 500 is a good sign
AMD fomoing as well
AMD go back under 500
Puts on AMD and hold through weekends
Eh, maybe September, depends on how AMD/SNDK earnings are next week
If we just look at AI cloud, Anthropic is already [profitable](https://www.bloomberg.com/news/articles/2026-05-20/anthropic-on-pace-for-first-profitable-quarter-as-revenue-surges?sref=bfOgeztH#:~:text=The%20Claude%20maker,559%20million%2C%20said) and their ARR is apparently already [47B](https://www.anthropic.com/news/series-h#:~:text=rate%20revenue%20crossed-,%2447%20billion,-earlier%20this%20month). That said, the actual numbers from all the circular financing between fabs, hyperscalers, and labs will likely never be clear unless someone goes public. For the hyperscalers themselves though, the last news cycle was questioning profitability overall, but this quarter we are still seeing strong earnings and more ways to monetize rather than just selling tokens. \[Marriott\](https://www.prnewswire.com/news-releases/marriott-international-introduces-ask-bonvoy-a-new-ai-powered-search-experience-transforming-travel-exploration-302801647.html#:\~:text=Google%20AI%20Mode%20travel%20product%20and%20with%20Open%20AI%20on%20its%20Ad%20Pilot%20Program) and \[IHG\](https://www.ihgplc.com/en/news-and-media/news-releases/2026/ihg-hotels-and-resorts-launches-ai-conversational-search-across-its-digital-channels-transforming-the-guest-experience) are both working on AI direct booking. Now we will probably wait one to three earnings to see whether MAR and IHG actually see better earnings. But Google is gonna ads and Microsoft is gonna Sharepoint/Dynamics. On the hardware, [Haswell E5 2673 v2](https://www.intel.com/content/www/us/en/products/sku/79930/intel-xeon-processor-e52673-v2-25m-cache-3-30-ghz/specifications.html) actually only pulls 110W from the socket and a typical two numa node system draws about 500W at the upper end. This type of systems can be very easily air cooled. A [B200 system](https://www.nvidia.com/en-us/data-center/dgx-b200/#:~:text=System%20Power%20Usage-,~14.3%20kW%20max,-CPU) singlehandedly pulls 14kW and it needs to be watercooled. They may "degrade" at different rates physically but regardless whether you use the four or six year depreciation timeline, and for that Azure VM you are effectively running it for free (less the electricity). Also AMD does cite a [5-7 year](https://ir.amd.com/news-events/press-releases/detail/1239/amd-unveils-5th-gen-amd-epyc-embedded-processors-delivering-leadership-performance-efficiency-and-long-product-lifecycles-for-networking-storage-and-industrial-edge-markets#:~:text=Additionally%2C%20AMD%20plans%20to%20extend%20design%20lifetime%20operation%20targets%20from%205%20years%20on%20currently%20sampling%20AMD%20EPYC%20Embedded%209005%20Series%20CPUs%2C%20to%207%20years%20for%20production%20SKUs%2C) number so if we can comfortable run chips into the decades, the 4 -> 6 year accounting change have a point.
Cheapest thing I have found is something on Amazon that has a AMD 780m APU. Usually $300 barebones. If it has Oculink, an external GPU can be added, but I have found the 780m very sufficient for 1080p gaming. Not my main rig by any means. Been using a laptop with an i9 14900h and RTX 4090(laptop) for two years now. Got it for $2699 way back when. Runs a bit hot even with a cooling pad, but has been solid overall.
AMD looks good to short again
AMD up 20% in 24hrs. Make volatility great again.
AMD up 20% in 24hrs. volatility isnt going anywhere. the days of a simple uptrend, week after week are gone.
Odte calls on AMD. Shit's gonna rocket back up to its $550 area
Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.
AMD is gonna go to half but MU is gonna go 80% down, so there's a difference.
Korea finally had a green day and their new market regulations also went into effect today. Kioxia will also be reporting in a little over an hour. If both these things hold up, tomorrow can be very promising and I think we'll get a continuation rally. Also no major economic events planned for tomorrow. I would probably load up calls (or call spreads) on memory namely SNDK or MU for 8/7 but you can sell tomorrow to not take the weekend risk or hold since the timing somehow worked out to "coincide" with AMD earnings on Tues 8/4, and then WDC and SNDK earnings on 8/5.
Their demand for compute is going to be enormous, and justified. AMD, NVDA and AVGO should moon.
I will let you know when i liquidate, like PLTR at $25 and AMD at $21 lol
Survived the bottom when I was down \~33% in a week. Had to sell INTC for a minor loss, held onto NVDA, AMD, MU, and SKHY. My covered calls SAVED my ass this month
https://preview.redd.it/wz1fnh4xnhgh1.jpeg?width=320&format=pjpg&auto=webp&s=22e1e953d6c93cc5ea64b086c6fc337c6a21b2f3 Me looking at the \~10.89% drop on AMD, but I bought at $8.94 a share.
My friend had 2 AMD calls expiring tomorrow, I had 20. He panic sold yesterday and ended up losing 600, i was down like $4k so I said fuck it and held. I went up $4k today and venmo'd him $500 lol. So many people got stopped out yesterday even in the US market.
I would like to remind everybody that Micron & SanDisk don't participate in circular financing like Nvidia & AMD. You straight up need to pay cash to get memory & storage from them
What AMD call or puts we buying
AMD touched that daily 50 and bounced right off of it, gotta reclaim it if this run has legs otherwise it’s going back down.
Kicking myself rn. I have 10% cash and was looking at AMD in AH, right after the close..it was only up half a percent and I came real close to buying it..but didnt
Short spacex, long AMD & Broadcom, thank me later
We be doing too much sometimes. I had like 60k in AMD calls this morning that I closed for a moderate 20k gain. Then I made like 67 other trades to make another 15k. If I had held my AMD calls til tomorrow I’d have made like 120k lmao
Remember my words-AMD 550 to Monday
AMD is in the CPU market, and their GPUs are being picked up by multiple hyperscalers for inferencing
AMD pumped 2.5x since April, while NVDA is back at its 195 level... My point is... AMD is not a Dram business, but it follows Dram...
The AMD pump with the rest of DRAM, while NVDA barely moves... weird
If people think this will tank before WDC and SNDK earnings as well as AMD, Astera…lol.
There were articles in June about lLeopolds last 13f where he was short Nvidia AMD and others.
FOMO pump on AMD next week into earnings. Earnings cause +10% move up just like intel
Yoloing 0dte AMD calls in the morning. Dream big tiddies boyz
AMD could legit go to 1000 by years end and you didn’t buy the dip????
i like $AMD too and $TSLA spy is okay but not ideal as premiums are juicier on actual stocks
I made bank on both AMD and MU. Hope you also profited.
AMD. Mega deals with OpenAI, Anthropic, Meta, Microsoft, Oracle. Stock will be 2T market cap within 3 years.
Well shit balls those AMD calls I didn't pull the trigger on at lunch are looking mighty fine now. Oh well maybe it'll dip by or at open and I can hop back in
AMD earnings report coming soon, buy or sell?
Here after a year AMD quadrupled in value. I hope you held on to it