AMD

Low_Plastic363

I don't believe rate cuts are really driving this. I think there are many factors, but one is concern that companies pull back on their AI capex and don't actually follow through with pledged purchases (including from NVIDIA/AMD, etc.).

Infinityy100b

All the companies that are being connected around the circular financing in ai are getting punished from the last 2-3 weeks be it Microsoft Nvidia coreweave Oracle Amazon AMD etc. All the companies who jump because of openai deals are getting punished. Maybe the ai bubble is bursting. By the way you see a pattern all these companies were kind of batting against Google it is green touchwood

Infinityy100b

all the companies that are being connected around the circular financing in ai are getting punished from the last 2-3 weeks be it Microsoft Nvidia coreweave Oracle Amazon AMD etc. All the companies who jump because of openai deals are getting punished. Maybe the ai bubble is bursting. By the way you see a pattern all these companies were kind of batting against Google it is green touchwood

LowWind7998

Puts on AMD . Im a bear. FuK MeH. Long calls on RBBN. Whatever that is. loool

Tim_Riggins_

!banbet AMD $220 3w

Patient-Comedian8685

Not gonna make any moves today but probably gonna sell AAPL BRKB and move it all into more AMD and NVDA next week

NatteZeeKoe

AMD down 30% last month making absolutely 0 sense

cow_grass

AMD loosing all its openai deal gains.

Try_finger-but_hole

Amazon, AMD Netflix . I also hold Bmnr and Coreweave now, which I am optimistic in the future. And if I am proven wrong, I have a tax harvest backup plan. The wise thing is to just cell covered calls if you are able to, and if you are not, you just wait with a plan or you sell. If it bothers you a lot, you probably over allocated in the first place and that’s a lesson you will learn.

TheGraeme95

AMD sub 200 😭

a_human_21

Everyone talking about Nvidia sell-off meanwhile AMD is regaining it's destroyer title

Glock7enteen

AMD was 260 just 6 days ago Nvda was 196 just yesterday Fucking insanity

DrummerCompetitive20

People care about the Forward PE. The current pe is due to acquisitions which doesnt matter. The lower forward P/E reflects the market's expectation that AMD's earnings will grow substantially

Big-Judgment3680

AMD has created probably a generation of indebted Americans

CarefulAd4757

AMD broke below 200

Jackiemoontothemoon

AMD has gap to 170 and looks like it wants to break down

DrummerCompetitive20

AMD has gone from 270 to 198 in a matter of 48 hours LOL....WTF

Feeling_Syllabub_270

AMD is probably go in nf back to $70

martijnfromholland

I bought AMD YESTERDAY. Could've saved 50 euros.

vgavina10

I think we got back up from here. $AMD and $LULU

vermilli21

AMD LMAO, where is that LISA SU flair fuck at…he’s been quiet lately

TheGraeme95

Oh AMD give it a rest

Ill-Ad1603

Are my Jan 16 2026 NVDA 200c, AMD 240c and NBIS 105c dead in the water?

Plastic_Barracuda711

Sold AMD, bought GOOG

Ill-Ad1603

Nvda and AMD caught in this hellfire

Plastic_Barracuda711

long term, GOOG or AMD?

PriorCaseLaw

In most cases the only way I ever got back was by doubling down... I had bought AMD like $100 a share and I bought it when it was at its low around $2.50 brought my cost average down to like 10 bucks..

Significant-Zebra-17

You need to have chip exposure, and AMD is suiting around 450B

Happy-Champion1661

replace AMD with GOOGL and this holds very nicely

Significant-Zebra-17

AMZN, META, MSFT and AMD- generational opportunity

Significant-Zebra-17

Guys, don’t miss the dip, this is the ti to BUY META, AMZN, MSFT and AMD. DONT MISS THIS OPPORTUNITY

RedBrowning

You obviously have not been paying attention to the details of NVIDIA's technology NVIDIA licenses ARM for all its SoCs. This is not like the Alter a acquisition because NVIDIA is already using and dependent on ARMs IP. ARM CPUs are used in virtually all cell phones and mobile devices. Acquiring ARM would've enabled NVIDIA to easily enter that market and would've greatly decreased NVIDIAs SoC risk due to their dependence on ARM. It would also have enabled NVIDIA to compete with AMD and Intel in the CPU market.

YesterdayAmbitious49

Anyone buying $AMD after the sharp 22% pullback or are we waiting to catch a deeper bottom?

Longjumping_Steak724

!banbet AMD 225 30d

Valueandgrowthare

AMD

doc_trades

Damn what happened to your boy AMD?

BigwaveBay

Actually it does. It shows how the market is overvalued. AMD traded near $2. Bitcoin was a fractional percent. Facebook traded in the $20 range ten years ago. Even your dividend stocks are up at least double if not triple. What changed? AI doesn’t have the energy to scale to profits. So yes, the market is overvalued. The fed and treasury will try to keep the bubble going, but ultimately all bubbles pop - because bubbles are speculation.

ttkk1248

Thanks for pointing that out. AMD pe ratio looks to be 107. That means their earning over stock price is under 1%.

ECHuSTLe

Up over 100% off the April lows in AMD, NVDA. 75% in GOOG, SHOP, RDDT… buy the dip on quality companies.

wilhelm96

AMD and MU nothing looking at a close under 200 today

Quick_Scientist_5494

I have Nvidia, AMD, INTC, Broadcom, WDC and TSMC in my portfolio. Should I sell all these and invest in Google, Walmart, Berkshire, etc ? Or Should I hold and wait for an upside ?

Heineken_500ml

SPY 650 NVDA 175 AMD 200 META 585 all at the same time. META 25% from the top and NVDA 15% from the top. Can't be a coincidence, this has to be the bottom.

Glittering_Water3645

Everyone will have different prices for when they buy, hold and sell each stock so there´s no universal price targets here. I have the strategy to buy when there´s extreme fear in the market. I look at companies with a low forward PE relative to forward estimated EPS growth + dividend (PEGY) and a good historical ROIC with a good balance sheet. I´m a buyer of AMD, META, paypal, adobe, pinterest, betsson, amazon, nvidia and uber at todays prices (among several other) I believe microsoft and googl are traded at fair value. I´m holding googl currently. Apple and costco is in my opinion way overvalued.

TheGraeme95

pls no sub 200 AMD

jraiv420

AMD gap down to 160

jraiv420

AMD will fill the OpenAI gap if it falls below 200

Disastrous_Rent_6500

I agree with you, we’re at max fear, and where heading into shopping season easy buy. My buys are AMD now, CSU and NVO long term

hopewellroad

I need Google to announce a 20 GW deal with AMD today or I’ll be filling out an application at Wendy’s

FormedOpinion

been buying NVDA, AMD, INTEL, BTC and SPY since 2018, time to collect the harvest before everything goes to shit.

Financial-Mud-2433

AMD trades like a leveraged ETF

LowWind7998

I’m in tech, can confirm almost every computer uses AMD or Nvidia worldwide . Nvidia being the king .  Not a ponzi but the hardware alone is the value not this AI crap.

Kickboy21

Lol i havent checked AMD price in a week and this shit dumped $40 LMAO advance money destroyer

Some-Tomorrow

I received a lump sum and thought I want to live chill for a while, so I put a big portion of it into META AMD NVDA 3 weeks ago. Now I need to pick up myself and get back to Wendys (not literally Wendys but Starbucks or McD or other similar places) :/ :/

Cosmic-Horror-Cat

Invest in good companies and hold for a long time. If something fundamentally changes about the company and you don't believe in it anymore (for example Ubisoft), relocate your investment to another good company and hold some more. It should be that simple, no? I'm a very risk-tolerant person and have 100% of my money in AMD (down 21k since I invested), but not even I would be willing to actually gamble with day trading or stuff like that. You can't predict this schizophrenic market. All you can do, is to invest your money into something you believe will have grown over the next 5, 10 or 20 years and for your investment to grow with it.

ajarbyurns1

From numbers alone, it seems like a big win for AMD, but how do you think OpenAI could pay that amount? OpenAI revenue was 13 billion and at the same time they were running at loss. Though I did recall that NVDIA wanted to invest 100 Billion in OpenAI. I also recalled the deal involved AMD selling 10% of its stake to openAI

TestWorth9634

My Stocks Watchlist: $META $AMD $NBIS $CRWV $MAAS

unholy-confetti

i've become long term investor of AMD and AMZN

Shaykea

AMD makes some great computer processors yet they had a drastic fall yesterday, it's certainly not that.

Jay3377

AMD looking at that 160 gap fill

HotGuysTruck

AMD sneak

ajarbyurns1

Probably still overvalued, I remember AMD actually went from 180 directly to 220+ in 1 day because of the OpenAI deal.

forsker1974

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level. Here’s where it gets criminal. Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers. The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

jensenskawk

How is AMD down 23% from the peak? However, at $204 still seems overvalued

Glock7enteen

If you bought AMD just 6 days ago, you now need it to go up +25% just to break even lmao

Pereise1

AMD a third the price of Spy and dropped $38 from its peak while Spy dropped $25. Advanced Money Destroyer indeed 😂

SubstantialAffect835

AMD trying to look like ORCL. ORCL would have none of it.

Virtual-Moose5921

#Take it easy Lisa Su, I might sell some AMD calls too 💰

DriftingBones

I mean, I’ve been gaming since I was 8-9 years old and had mostly nvidia and sometimes AMD cards. I’m still surprised they’re still so focused on making gaming cards given how small a fraction of their market gaming cards are now. As companies go, they have one of the best cultures tbh, whether or not you like their aggressive business practices

Glock7enteen

So why don’t you tell TSMC to make Nvidia chips for you? Why doesn’t AMD tell TSMC to make Nvidia chips for them? You know Nvidia has 60% profit margins on their chips while AMDs is only 10% right? So why don’t they just ask TSMC to give them Nvidia’s chips instead? It’s supposed to be simple right?

RougarouStew

Shhiii AMD might go down to $70

oldprecision

Tell me why AMD will not go to $170.

modder9

AMD PLEASE step up and eat the gamer/CAD market so NVDA can’t even fall back on them after all this AI shit comes down.

Habstah

The fact that I won a banbet for AMD to go to 230 today and it’s sitting at 206 rn is crazy On my 500 shares that’s a $12k swing

NotMe357

Jim and Cathie Wood's power doesn't work in this market. He was bearish on NBIS yesterday and Cathie sold like 100K shares of AMD and they both still got kill today.

Wowmuchrya

Imagine being retarded enough to buy AMD at 255 LMAO

DrummerCompetitive20

LOL I thought i missed out on AMD at $100....looks like i might get another shot

Biggacheez

I have been DCAing many mineral mining stocks like HL, CDE, AEM and the like. Recently got into energy ETFs like PHO and VDE. also WM is always good to DCA in my opinion. That said, I decided to sell all my tech stock (42 NVDA and AMD, RIGHT before the AMD spike over $200=(....... But I moved a lot of that capital into my Robinhood account where I've been DCAing all those I mentioned (and some I didn't) PLUS selling options on TSLL. Been getting 10%/month on average since August so.... Can't complain yet

idobi

If I am buying the dip I am making a growth play. AI is the growth fad right now, so I'd be grabbing more NVDA, INTC, and AMD. Other interesting things are BE, AMZN, GOOGL, AAPL, and MSFT. I think somebody once said, "Be greedy when others are fearful."

Shaendras

best stocks do you think are the best to buy on this dip among these : SMCI/NBIS/RKLB/AMD/MU ?

No-Improvement3164

Is AMD going back to 160

enc-nyc

if AMD is not at 250 tomorrow I'm fucked kidding I'm fucked in any case

looool_k_libtard

NVIDIA bottoms around $28. Fair value is probably $15. That should bring Nasdaq down to dot com levels. I’m a buyer of Microsoft at $20, Google at $30, and AMD at $4.50. If you were planning to retire in the next 15 years I would look for second income

FrostingInfamous3445

>Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. >Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. >The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

BigwaveBay

I remember when AMD was like $2 a share and I was debating if it was worth it lol. It’s still over $200. I wouldn’t worry yet. If anything inflation hasn’t caught up to the market. That’ll be scary. Lots and lots of money still out there.

lmneozoo

Yea I cummed. My entire portfolio is AMD, NVDA, and MU

SpongEWorTHiebOb

Tech wreck incoming. Look at the charts on AMD, MU, SNDK. They ran up up way beyond fundamentals.

Weldobud

This gives me more faith in Meta. As for Oracle and AMD? Well … sentiment sells.

git_push_yourself

I got TSM, Nvidia, and AMD in my M1 finance long term account

CEOofBeanz

In the event AMD drops to $180, I will be buying $1,200,000 worth of shares

Dangleboard_Addict

So you wanted to invest in infrastructure for AI but didn't think to buy TSM, Nvidia, AMD or even Intel?  Y'know, the hardware manufacturers? Sorry but you belong here

Commercial_Seat_3704

AMD hit 263 a little over a week ago lmao

Juliusmobile

AMD will be lower than NVDA soon enough. 

greyenlightenment

AMD finally gave up all the gains AFTER that huge rally

davidbigham

AMD still going down in AH. Down 9 % now 😂

Chuckleless

The Open AI - AMD - ORCL circle jerk totally shows that this is the case

Jabbermouth

I bought calls on AMD and NVDA midday thinking it was a fake dip Turns out it wasn’t

killerbeeswaxkill

Lmao had I not sold my AMD puts Monday I would have recovered all my losses for the year

le_pedal

At the time, I knew I needed to sell AMD at 260. But I did not

Glock7enteen

6 days ago AMD was $262 It’s now $205

x992607

it ran stops today yielding a significant profit. Now I'm contemplating whether to reverse the course and start shorting. I'm thinking about ARM (as AMD's too big for that), but fearing the ship has sailed.