AMD

lurker512879

I bought AMD at 89. Wish I had your volume

Vegetable_Letter3088

i would have done the same with NVDA and AMD just because video games were getting bigger and bigger and GPUs going up in price and demand remaining huge and that was before AI

lonewolf420

Its why i said Nvidia beats them in performance? what's new? Yea sure cheap cards not economical, but I am not spending that money on Nvidia cards they can have all that capacity in datacenters using big tech budgets. for things needing massive parallel throughput on the consumer side AMD is now currently the economically viable option if cost is a concern. But what do i know i am still sitting on my 3080 super till something comes along at a cheaper price point under 1k. A "budget" 5060ti cost as much as I paid for my 3080 super....... I could buy a 9070XT for nearly 300$ less and have more rasta (15 to 50% more frames) but no CUDA and less efficient. There are people out there who will never likely move on from the legendary 1080ti from 2017 a ten year old card.

SNGGG

Lol I love me some games but honestly once I heard about these gpus being used for things like self driving by Tesla and increasing need for the raw compute that gpus can output is when I bought some shares. Turned out to be a decent move if I don't say so myself. Then bought some AMD because if I'm wrong with one of them hopefully the other covers my ass hahaha

bearhunter429

#Time to get on the AMD $1000 train LMAO🤌🚂🚃🚄🚉🛤️

No-Put2311

This piece of shit intel has turned into inverse AMD

silentaugust

Are you still holding onto your AMD leaps? What's your next play?

BubblyZone3752

Why did Micron and SNDK moon today, but NDVA, INTC, AMD, SKHY are mostly just coasting

8khittah

Ok and are you doing something like AMD that can easily yank up $60/10% in one day? I doubt it

Comfortable_Mud_4477

Balls deep in AMD puts

NFTjannik

watch AMD blow up

Necessary_Ad_9800

I’m sorry guys I just bought AMD

Suspicious_Gift_7581

nice job on the 155/190/280 combo. just remember that if you exit the 190P before the one‑year threshold you’ll be taxed as a short‑term gain and lose the 50% long‑term advantage. a 200P back‑stop can also buy you some breathing room if AMD suddenly drops before you roll into the synthetic long or RDDT.

i_empathetic

AMD needs to pull back already so I can add jesus fuck, go fill that gap

doggz109

I had AMD around $80 but sold recently. Should have kept it.

Concept-Plastic

AMD to $550

NiceCreamSundaes

Amazon, AMD, Nvidia, Meta, Apple and Booking Holdings (Back when it was listed as Priceline) have all got that somewhere in their history and recovered. In fact, a deep crash like that will happen at least once to 40% of companies over a 30-40 year window. 49% of companies that drop 80-85% make it all the way back to their previous peak. It's when a stock drops over 90% that a real majority are goners. It's definitely going to be a multi year road for Nike because a footwear product development cycle takes about a year or two. They have rebuilt a lot of the lost retail distribution, cut that D2C crap, started designing shoes again  and the running product division is growing, so I think they have a decent chance of doing the full turnaround.

Ninja_Cooter

Almost panic sold my MU this morning then I remembered if AMD is worth $600 a share MU is worth $8000 a share.

Ambitious_Snow840

What's funny is I dont own any MU or SNDK.  But I bought about 800 shares at $280 of MU and trimmed along the way and sold everything at $1080.  It has been a great year for me an the IRS.  I own 200 shares of AMD I bought in May 2025.  Currently have a collar on it.  It's overbought. 

Foreigntragedy

Its just one big AI circlejerk between AMD, micron, and Nvidia. Literally nothing else matters in this market just delete every other stock tbh. Fucking broken market man

Samjabr

Yeah, I remember AMD at $10. Glad I didn't buy it at $100, $200, $300, etc...

Chris3202

Is AMD cooked for today?

Candid_Fall_3389

glad to see the 155 buys and 190 puts up; 280s look strong, but that put is the lever to keep the shuttle moving - watch the margin buffer and be ready to roll a vertical spread if the stock goes sideways. the tax basis is fine, but if AMD slips you could be on the hook for the whole 100 shares. maybe add a short call cushion on the 280s to limit upside takeoff, or hedge the 190P with a 200P to cap downside. keep eyes on the next quarterly and IV crush - that’s where the money gets made or the money goes.

Concept-Plastic

AMD is like 100 PE right now?

ArkAngelEV

People post AMD, advanced money dispenser; what year am i in??? It was always advanced money destroyer, wth

Effective-Strike69

It's crazy how little gamers mean to these companies. Well it's entirely understandable, it's just crazy how it was gamers who are the reason they were even in a position to capitalize on AI in the first place. Almost nobody can afford a decent GPU anymore and NVIDIA & AMD just keep rocketing along leaving them in the rearview mirror.

Effective-Strike69

I sell off winners into a diversified ETF. I just sold a chunk of AMD and if she keeps running I'll sell more. That could easily go to $1000 or... not. I just see the green and now it's in a long-term vehicle I don't have to think twice about it.

forkliftfury

NKE reminding me of AMD back in the day

Top-Meaning2626

I had AMD $670 calls 0dte

JenkemJunky

Full ported into AMD $1000 calls expiring in 45 days

Moros_Olethros

I sold my NVDA and AMD two weeks ago. Locked in $11k profit. Held them for almost 3 years but it was too much too look at it and not lock in. Put it into SCHB and F, as well as some SPYM

internetsoci0path

can we get AMD 630?

internetsoci0path

AMD and SOXL puts was an easy play ngl.

Possible-Pace-4140

wtf AMD

samwichse

Haha yeah, I bought a decent amount of AMD back when because Intel were being shits dribbling out minimum incremental improvements and coasting on "the competition sucks" and AMD had just announced Ryzen. Then we got to see from years of Meltdown and Spectre vulnerabilities that Intel wasn't really better, they were just doing unsafe shit AND they flubbed any fixes and releases and processes over and over.  While AMD executed perfectly and grew and grew their market. But I mostly just bought because I wanted someone to put Intel in their place 🙂. Up 4206.5% as of this morning.

samwichse

Sold half my AMD @210 exactly 1 year ago today.  Thank goodness I was to much of a wuss to dump it all for an "amazing price"

DrHarrisonLawrence

Lots of high beta stuff. This year it’s been AMD, BE, NBIS & CRWV. $58k cash has gained +$36k doing this YTD

ElkQuiet1541

you want to lose money? CRWD and AMD are only going up for like 6 months already...

A55BAG

I actually opened AMD and CRWD short yesterday.

Defiant-Fee-7550

Feeling cute. Going to short AMD, CRWD, NBIS for 2027..... :popcorn:

Bichael-Murry

imagine thinking that $AMD is a $1T company, fucking lol tbh

brownturkab

I totally believe you’ll make it with rddt. Proof: I bought AMD \~timeframe you did last year but sold it cuz it went no where. I have similar thesis as you with RDDT and sold it a month ago.

Busy-Needleworker523

Good luck with sandisk or mu, I have yet to see AMD take a 50% haircut 

MasterFaustinoIs

If I held my AMD 647.5 puts yesterday, I would've been rich AF but I paperhanded knowing how regarded Lisa's stock is

the_tral

As it should be really. Allso hate that AMD no longer lives up to their name (advanced money destroyer)

OutOfBananaException

> What’s pathetic is resorting to ad hominem attacks in a genuine discussion about valuation. What is ad hominem about it? Does calling out inconsistent standards qualify as an attack? > I can show you a million posts of mine over the past two years saying AMD would likely double by 2027 Like your massive multi bagger gains, this is not what I was questioning. I'm not commenting about having maybe missed on AMD gains, rather why you had a particular penchant for stocks on a hot streak, until AMD goes on a hot streak. GPU is on track for well above 100% growth (likely close to 200%) for 2027. That's mostly from sustainable volume increases, not insane record breaking margins like MU, that are almost certainly not going to last. > What I didn’t foresee was agentic workloads significantly increasing the TAM for CPUs. They signed a 2gw GPU deal with Anthropic, CPU is huge but only part of the story. That and the 6gw deals is what many holders were looking for - not the CPU which was somewhat out of left field.

interrogative_quest

How is AMD competing on price of their tokens/$ is lower? Simply having cheap cards doesn't make them economically viable.

Reddit9203

Easy. Everyone stop buying everything related to them from computer to they ram, storage and report this to the US government so they can start an investigation into how they claim it is out of stock—MU claims until 2027. ​If they're still making the previous version, then it's a scam. If Google, Amazon, Microsoft,computer brand, Nvidia, AMD. Stop buying, SK, MU product it's will crash them price back to before.

mayorolivia

What’s pathetic is resorting to ad hominem attacks in a genuine discussion about valuation. I can show you a million posts of mine over the past two years saying AMD would likely double by 2027 due to TAM expansion and MI getting a slice of the pie. What I didn’t foresee was agentic workloads significantly increasing the TAM for CPUs. My main point all along is just buy the entire supply chain: equipment, design, memory, storage, networking. If total spend is going to be multiple trillions per year, everyone will benefit. I personally don’t know who will benefit the most, so my strategy is own them all. I took offense with an entire subreddit going all in on one player and one player only. AMD is a very important company but full porting on any one stock is malpractice.

MasterFaustinoIs

If only I held my AMD puts overnight grahhhh

DudebroMcCool

I keep thinking AMD is at the top and not buying and it keeps climbing

DoughnutCharming8066

People talking about going out of MU and in to AMD, seems like the top is in for AMD. I’m all in on puts today for MSFT and AVGO. No risk no fun, they ran to hard lately. MSFT is going to get whooped by OpenAi sooner or later. Money gone and cloud revenue correction.

Novel-Yak1927

I just woke up from a 4 year coma, what is advanced money delivery? I think AMD stood for something else but I can't recall...

TheBlacktom

Not simply Meta, Amazon and AMD combined, but even Meta, Amazon, AMD and me combined.

LostBull92

no, AMD, INTC, NVDA are green

alteraltissimo

I'm a pussy and don't actually gamble so take that for what it's worth But you know, you just sell and put it into VOO Stonks only go up but not all of them and not all of the time and not forever, you had a wild run, time to move to a safer allocation That way if AI boom continues you'll still profit on all fronts (Mag7, lab IPOs, memory, optics) and you're protected from NVDA risk factors (AMD/Intel somehow catch up, everyone diversifies into their own TPU/ASIC, Jensen specifically is found to have done some light fraud, new tech makes inference drastically cheaper, etc.)

Midget_Molester10

NVDA, TSM and AMD literally at ATH lmao wym.

AntikytheraMachines

> stick to buying the stuff everyone knows go with whatever YOU know. i got lucky with AMD and the AI boom, but I knew AMD was kicking intel's ass with CPUs. and bought for that reason. after I bought my gaming PC end of October I saw the price of DDR5 triple in 3 weeks, which is insane. so I bought MU stock Mid November and it 5Xed over 8 months.

OutOfBananaException

Bragging about your gains is pathetic, as I never asked about that, and neither is it relevant. It's about why your thesis is so inconsistent. You were adamant AMD was dead money, at the time continually citing stocks that were on a hot streak as better.  Now that AMD is on a hot streak, suddenly the criteria changes. For the record I would exercise caution buying AMD right now, even though I think the company is solid. NVidia is a solid buy, 100% rev growth without the stock moving much.

LisaSu92

It’s capitalism. 10 years from now they will have even faster technology. Who’s driving that push for innovation? The hedge funds are in their relentless need for ever faster hardware that will get them better arbitrage power. Who’s designing that hardware and profiting off it? AMD, Broadcom etc. That’s how technology progresses

Regenbooggeit

AMD was below 100 just 1,5 years ago. I’m still slapping myself for not buying it.

Midget_Molester10

PE too low, we only buy high PE companies like TSLA, SPCX and AMD

Prize-Bandicoot-463

I just need AMD to pull back to 630 an we Gucci I’ll be running to the bank 😂😂

pmotiveforce

AMD puts 2 weeks out are free money.

bearhunter429

#AMD stands for AM>!erican!< D>!evices!< LMAO🤌

NoCommonDog

WSB used to be a great source of well written DD and right from the beginning retards have been circle-jerking AMD, MU, NVDA.

m915

Hold that for 5, 15, 25y and you won’t regret it. Nvidia and AMD are the only players right now

BlackKnightsOptions

AMD cards are fine for gaming. That said that don't deserve nearly the current price there have LOL

dataCollector42069

if you are a gamer, you know how shit AMD gpus are compared to NVDA ones. Imagine all the crashes and shit drivers or what ever on those AI cards

JohnLuckPikard

I thought my 4400% on AMD was impressive.

Kenja_Time

Eh, I've had some dumb buys along the way as well (Square lost me 90% in short order), but mostly invest in ETFs now. NVDA and AMD allowed me to play catch up after years of not investing, so I won't be completely poor come retirement 😅

BarbaNonFacitPhil

XMAG helps a bit - S&P 500 with the mag 7 stripped out. Probably I’d prefer to have the top 10 or so stripped out to lose ORCL, AMD, Broadcom etc but C’est la vie

OptionsOptimist15

SPCX, PANW, CRWD, and AMD will single handedly crash this market

Kenja_Time

Not OP but I bought $2000 in 2010 because I was just got into investing with ~$10,000, bought companies I liked/knew about. I'm a gamer so I bought AMD, NVDA, Amazon, Google.

BriackYOLO

It is up a bit but compare to AMD it is shit

BriackYOLO

I think I sold AMD at $240 or something like that at loss actually. And bought nvda 😭

BriackYOLO

I sold AMD in February to buy NVDA

mememan212

>they bought NVDA instead of AMD

kemar7856

Alab Mrvl Avgo Nvda AMD Nbis We ate good today

Elguapo69

Thank you for your sacrifice. Did the same thing with AMD about a month ago. Except it would have been more than a 26k gain at this point.

mayorolivia

Man you are regarded. The supply of GPU/CPU/HBM chips is limited. You can see this in all the earnings and forecasts of the fab and equipment producers. Lisa saying this means they will get ADDITIONAL allocation from namely TSMC, as well as the memory providers (she also mentions Foxconn). The way it works is AMD gets a ton of demand from customers. AMD comes to TSMC, memory companies, and says “we want more allocation.” Those guys then look at all their customers and decide how to split up their allocations based on how much money the designers are willing to pony up, plus other factors such as how much money they think they’ll spend in the future, etc. This link is old but demonstrates the point I’m making: https://www.trendforce.com/research/download/RP250107CZ TLDR: Increased capacity doesn’t mean that supply of chips and memory is increasing significantly. It means AMD has negotiated to get more allocation because they’re getting more orders from customers.

a_electrum

I bought NVDA and randomly AMD @ 86 same day. Happy w both

SanDisk_Made_Me_Rich

Only four of the 13 companies worth at least $1 trillion have outperformed the S&P 500 index this year. Outperformers: Micron (+275%), AMD (+200%), Nvidia (+30%), and Apple (+24%) vs. S&P 500 (+14%) Underperformers: Meta, Google, Amazon, Microsoft, Eli Lily, Broadcom, and Tesla (-15%)

Coloradospruce33

Back in my day you would buy AMD @ $77 and sell it at $230 like a boss and buy a house (checks AMD price) (takes sip of kerosene)

mayorolivia

This is why these comparisons often fail. Let’s say you’re right South Korea has geopolitical risk, supply disruptions, etc. AMD needs their memory and chips to be manufactured in Taiwan to hit their forecasts, which also suffers from geopolitical and supply disruption risks. That’s why I just own everything since they’ll all rise (and fall) together. I was just asking out loud how AMD can command such a premium to Micron. Both will multibag some more from here but also crash together when the market corrects. The risks for both are very similar. Let’s say customers start squeezing Micron on price. At that stage, don’t you think because supply and demand are in better balance, that they won’t also squeeze AMD and other chip designers on price?

bogueybear201

The words “sell” and “AMD” should not be in the same sentence right now.

BossIhavaCancer

every big name is being manipulated. they literally see retail orders and manipulate accordingly. MU was too bullish, so they fucked it. NVDA had too much both ways, so they flattened it, AMD had too many puts, so they rocket it they see everrrrything you are trying to do, check robinhood terms and conditions bb

go_home_tronstad

Reasonable price given forward growth potential. Seems to be out of favor/overlooked right now similar to how AMD was up until earlier this year.

NoCommonDog

A few months back I was watching a bunch of videos on the YT channel "InTheMoney" and he has mentioned AMD LEAPS. Me not being very savvy and not having authorization for options decided to just buy some shares and hope for the best. Days like this, I sure wish I had gotten options enabled in my account. I'd have HUNDREDS if not THOUSANDS in gains.

vsRushy

I’m in the same boat but with AMD! All or nothing lol

domainmaker

I tried a few models and AMD is still rated pretty good.

ExplanationNormal339

The post asserts AMD is the top momentum trade, but the supplied screenshots alone do not establish relative performance, timeframe, or whether momentum is still intact. What benchmark and timeframe define “top” here?

LaHhxL

Common sense says buy AMD puts but this market says calls

Realistic-Yogurt-796

AMD pullback?

vignesh_cool95

Destroyer -> Dispenser! AMD has come a long way!

go_home_tronstad

There is a lot to this question. Peter Lynch’s philosophy is to always know what you are buying. I’ve always followed tech very closely. Knowing the industry front and back helps. Plus listening to all AMD conference calls and competitor conference calls (intc, tsm, ASML, etc.) helped weed out the noise. Plus Lisa is an execution machine. Buffett’s philosophy is to buy fairly priced companies with great leaders. Lisa is an example of that.

SpotlessCheetah

Good luck. Jensen took it all. Then Google, then Amazon. AMD eats last. Everyone else is DOA. Cerebrus, etc.

abroadbroadband

I think I'll buy a couple hundred thousand shares of AMD, maybe another couple hundred thousand in weekly NVDA options, and some fries With what money? 🫵 Don't worry about it.

Big-Pomegranate3243

Welcome to episode four of "Gargamel-312: The Depraved Degenerate Trader Who Trades Pennies from a Sewer Portal." Quick recap from yesterday: Gargamel was hunting for stocks destined to explode today. Out of the four options sitting right in front of him—AMD, MSTR, BE, and CBRS—he used his masterclass precision to pick the *literal only one* that dumped today. Reclaiming that lost 14% is looking like a fever dream right now, but Gargamel isn't giving up just yet—not *burp* today. Daddy’s still coming back to pick you up, my sweet little angels. 📉💀🧪 (Based on true events that actually happened today. Absolutely not financial advice.)

WeaverFan420

Yep, and unless AMD goes down like 25% real quick, I will.