AMD

MongooseLeather4271

I would research AI ETFs, and dollar cost average on a basket of choices: **Global X Artificial Intelligence & Technology ETF (AIQ)**: Provides broad, direct core exposure to global AI software, services, and hardware companies like Nvidia, AMD, and Micron. **Roundhill Generative AI & Technology ETF (CHAT)**: An active fund focused specifically on generative AI innovators and tech leaders, with a 0.75% expense ratio. **VanEck Semiconductor ETF (SMH)**: A heavily chip-focused play capturing the physical infrastructure and processors powering the AI boom, featuring a low 0.35% expense ratio. **Global X Robotics & Artificial Intelligence ETF (BOTZ)**: Targets robotics and automation companies tightly integrated with physical AI applications, holding around $3.3 billion in assets.

Vlisa

The best returns you ever could have had was invested in every company you knew about (NVDA, AMD, MU, etc.) as an addicted gamer in 2016. Right now, you should be asking what dumb shit your terminally online nephew is using right now and just buy that.

Desperate_Main7391

You think AMD is junk cause they issued warrants to accelerate their market share *because of high demand*??? If you were competing with the biggest company in the market how would you go about winning market share genius? Why don’t you just come out and say you’re an Nvidia bull 😂. It’s a bold claim to say AMD is junk when their balance sheet is amazing…..

BSP9000

I think there’s still money to be made in memory, supply will be short for at least a year, probably several.  MU will probably top over 1,500 maybe 2,000 is even possible. But no way to get a 10X, of course. (I didn’t get in until 300-400 range) Photonics sector is beyond my current ability to evaluate. If i wanted to make money there i would just get text messages every time Serenity pumps some new microcap, buy it fast and sell it after it runs up a bit. I’m not a great person to ask about growth names, I usually do better buying out of favor value stuff.  The last two big returns I got were AMD (bought during tariff crash when people were calling it Advanced Money Destroyer) and MRNA (bought around 25 just thinking we’d eventually fire RFK or have another pandemic, I didn’t anticipate the cancer vaccine stuff). I don’t have any great picks like that at the moment…  will post them on twitter / reddit next time I find one. BAK is massively crashing lately but I haven’t had enough free time to analyze whether that’s value or bankruptcy.

Newtonius235

I actually went all in on AMD at 74$ back in 2022, and sold at 140 :3

981flacht6

AMD is massively overvalued and Nvidia is massively undervalued and I did sell all of my AMD shares as soon as it turned long on July 25 and put half of it into Nvidia. Nvidia is cheaper right now than it was when I first started buying it in 2017. I haven't sold any. I'm now holding 1300 shares.

kenyard

I understand what tech tuna is saying is The PE value is "incorrect" because xilinix takeover is still being counted as an expense and it should be lower if that isn't counted. I don't know if it's true or not. Personally I just believe AMD has more room for growth. If Nvidia will have 70% growth in 2028 though then it's share price should rise similarly from its current PE value AND assuming that those 2028 revenues will continue and hold indefinitely

SanDisk_Made_Me_Rich

AMD... ughhh 😏 you Advanced Money Destroying whore is now underperforming Nvidia

legendiry

Why would you value AMD by TTM when they are growing so fast? The PE ratio is a tool but one that needs to be put into the wider context. All of your arguments here would apply equally to NVIDIA before their parabolic growth.

HitWhereItHurts

applying AMD's p/e to NVDA and calling it a valuation argument is backwards, AMD's the one priced for perfection here. it's sitting right on its 465 put wall with dealers net negative gamma, that's a name priced for volatility…

norcalnatv

"The market" thinks AMD has a better opportunity for a growth spurt than Nvidia does. They're confused. AMD won't grow into that PE and Nvidia will continue to out perform theirs.

Busy-Needleworker523

AMD stock, Intel stock? 

Level10Retard

As an example, Google's P/E is quite low. Their last Q earnings were inflated as they counted SPCX investment as profit. You can do this only once, so next quarter their P/E will be back to normal even though nothing will change really. For AMD, it's because they acquired a company, so their earnings is supressed as they had to spend big bucks. Genuinely, it's obvious that looking at P/E blindly is not the brightest idea. What about all the pre earnings companies that are valued billions (and sometimes a trillion)?

Level10Retard

As an example, Google's P/E is quite low. Their last Q earnings were inflated as they counted SPCX investment as profit. You can do this only once, so next quarter their P/E will be back to normal even though nothing will change really. For AMD, it's because they acquired a company, so their earnings is supressed as they had to spend big bucks. Genuinely, it's fucking obvious that looking at P/E blindly is extra retarded. What about all the pre earnings companies that are valued billions (and sometimes a trillion)?

Nyxtaaa

I bought weekly AMD calls at 355 and I was down immediately... Just get me to even Monday 😭

Busy-Needleworker523

Meta and open ai are legally liable to contribute to the development of ROCM with the signing of their 6 gigawatt deals. So open AI + meta + AMD engineers on open sourced ROCM vs Nvidia and whoever they can buy with cuda. Except meta open ai and amd combined have more engineers and more money than Nvidia.

Relevant_Window_6007

Stop sucking your own dick over your AMD play, you did well congrats. You got lucky, many other investors did realize about the ai implications down the line.

Disastrous_Rent_6500

Idiots are born everyday. AMD needs to basically double again for the Dunning Krueger cycle to be completed for these new batch of idiots

Disastrous_Rent_6500

People have been saying AMD is overvalued for a decade. I love it when idiots are still in the casino 🤣

vexingparse

I totally disagree with that. Amortisation is not a lightning strike out of the blue. AMD bought Xilinx in order to make money. Earnings generated from Xilinx assets are supposed to overcompensate for amortisation. I understand why you would want to exclude truly exceptional items from the valuation picture, but excluding only the costs of an acquisition while including the benefits makes no sense. Also, mergers and acquisitions are part of doing business. If a company keeps ruining its good earnings by making bad investment decisions then that should be part of how we value the company.

SunMoonBrightSky

AMD has the best datacenter CPU and will dominate the huge inferencing and agentic AI markets. Its GPU and rack-scale Helios system is catching up to those of the market leader’s. Its open source strategic decision and chiplet technology will eventually put it in a leading position in this gigantic AI infrastructure market.

HowIsEmuWarriorTaken

Oh for sure. They are never gonna make money as open weight models are great for like 90% of the tasks enterprises usually do. But those models would still run on hardware sold by NVDA/TPU by GOOG/AMD/...

SunMoonBrightSky

No. When I said “I expect AMD stock to continue outperform NVDA stock for the next few years” I look forward. AMD has the best and will dominate the datacenter CPU. Its GPU and rack-scale Helios system is catching up to those of the market leaders’.

SunMoonBrightSky

Market looks forward, not backward, often a few years out. NVDA stock returned +25% in the last 12 months, AMD stock +186% — that should tell you something. I expect AMD stock to continue outperform NVDA stock for the next few years.

Mundane-Dirt-4077

Im down on AMAT which is red down 5%. (Up overall due to AMD and memory) I wonder if it will go back to 500 or should i take the loss and dump it in treasuries. Expectations are high for AMAT long term but im a little paper handed and rode the wave of AMD and Micron so im not used to losses.

Mundane-Dirt-4077

Clowns always say this when AMD is dipping then it rockets to 520 plus pre earnings

Remarkable_Cat_8696

Does this mean AMD's pe will look elevated for like a decade?

Lazy_Negotiation1800

I agree that Nvidia may be undervalued relative to AMD, though their different growth prospects and margins make a direct P/E comparison somewhat misleading.

TechTuna1200

Xilinx amortization skews the PE. Anybody who don’t understand what they are talking about. Is AMD still expensive, maybe. But Xilinx should be the first thing you mention when taking about AMD valuation metrics

TalkInMalarkey

Nvidia market cap reached 750B (current AMD evaluation) mid 2023. Their Q2 2024 (2023 August report) was 13B revenue and profit is $2.48 per share and their trailing PE was about 100x as well. Don't invest with your emotion.

SirFancyMcFancePants

The P/E of AMD is heavily skewed due to Xilinx acquisition

Spl00ky

AMD's high p/e ratio is mostly attributed to their all-stock acquisition of Xilinx which is being amortized over 10 years or so

lemmecook-99

I think AMD is wayyyy ahead of its self, 3xx P/E. Like wtf. NVDA valuation is reasonable, and now that NVDA is stepping into personal computer CPU play. Not sure what are they missing. One concern tho, sophisticated financing circulation as it may conceal weaknesses.

FailOk1528

maybe AMD is just overvalued man

Vast_Dare8583

They are very risky. Not as advanced in the FAA approval and Joby is partnered with Toyota and Archer with Stelantis, United Airlines and now Anderil. Plus both Joby and Archer have direct ties to Nvdia and AMD. I just don't know how easy it will be for EVEX to compete if these two. I just read their financials and while the analysts are positive for a 149% upside the numbers say otherwise. Love the reply but I'll be staying the course with ACHR

RichSpecific4490

My car has AMD and it goes Brrrrr

nevertradestock

Nobody I know has purchased a PC with an NVDA or AMD chip. The entire thing is such a scam can we please just give it up for once

nevertradestock

The fact that America gave $5.5T to some commie named Jensen Chung and his cousin who runs AMD another $760B is just sad. Two commies infiltrated Americans IRAs

craznazn247

Me with AMD. Bought 1 to watch it. Looked away for too long.

Itry31

1.8 million shares at closing for AMD, oh boy this going to be exciting.

Low_Plastic363

AMD is up 134.4% in the last six months. Intel is up 96.64% in the last six months. NVDA is up 19.22% in the last six months. TSMC is up 13.12% in the last six months. That's a semiconductor bubble popping?

nevertradestock

I literally need to get a tat that says Never Trade Again on my forehead. I can’t even stop myself from doing it at this point. I always end up back in the throws of this bullshit. Fuck NVDA too the CEO is a commie and no one questions it. His cousin literally runs AMD. They have infiltrated America

Fit-Frosting-7144

I'm wondering if they are selling lol look at the performance in the last year it's pathetic. Look AMD it used to be shit the point is NVDA isn't a Multibagger anymore and the golden days are over

your_mom_loves_me69

AMD plowing me

bearhunter429

#I'm so overweight semi stocks. NVDA, AMD, LRCX, AMAT, INTC, TSM, AVGO, MRVL, MU, SNDK...I own it all. Fully leveraged into AI trade. LMAO🤌

Vispilio

There are many ways to express a bullish view, and also there are many degrees to the extent that you expect a stock to rally. Study sophisticated strategies instead of making meaningless rants please. Buying a stock outright: when stock has been under pressure for years, for reasons, and is down to single digits or low 2 digits, eg AMD at 9, then you dont' want to miss out on a potential 10x or more just to collect 1-2 USD of premium. Selling PUTS with an overarching bullish theme: When IV on a stock is high, especially on longer dated months, and you expect some short term uncertainty or even sell pressure on the stock, like many unlocks coming up after an expensive IPO (eg. SPCX), or an ongoing war, or you are not in a rush to buy at an over inflated price after a massive rally. All valid reasons to instead opt to collect premium while you wait...

wrecklord0

It's still called that... and AMD is fickle especially around earnings. Long term though, line goes up.

breakbread

I bought AMD at $18 But I didn’t buy enough 😭

MightyMiami

The glory days of Reddit. Buying AMD at $2 and selling at $5. Posting your 5k in gains and thinking you were beyond the moon.

Baselynes

Maybe "just 2x" since you joined reddit? People were posting about AMD all the time back in 2019/2020 when it was sub $50. Saw it recommended on stock subs frequently but thought "no way I can buy a stock that just ran up from $2 to $50" - and here we are.

NBAFAN9000

do you guys remember when people would just spam ADVANCED MONEY DESTROYER after every AMD earnings lol. good times.

Solmangrundy

Litterally went team AMD and got that card because Nvidia cant even do a proper gpu launch.

PressureDry1111

Few people saw AMD for example

ATLfalcons27

I bought 5k of AMD at the low $2 in like 2015. Had to sell to pay rent...fuck me

QuarterCarat

People are way too dramatic. Another commenter says “ask what is the disruptive force that will most likely change the way human lives”, and it’s truly a braindead take. When Apple releases the iPod, do you invest because it’s a “disruptive force” that changes the way people live? Or do you invest because it’s a good product people buy? Same with Meta. Do you invest because the Arab spring in 2011, or because everyone you know has a Facebook account? Look at monster beverage. Is monster energy a “disruptive force”? I guess you could extend that metaphor…but the point stands. You invest in companies with good products that make money, you don’t invest in them because you think they will change the world. You are focused far too much on finding some 1000x unicorn, which is honestly insane. I invested in AMD in 2015. Did I do that because I anticipated AI, crypto, etc? No. It’s because I used their chips and liked their driver support. Very few people, even those using CUDA for years, would have told you Nvidia was about to do what it did. Investing in a company because you want a 1000x return is a recipe for trouble. Thats how you end up putting tons of money into junk, because you’re afraid that Apple won’t 5x, so you put it into some small junk with lofty ideals about disruption because you see that company has room to grow. Meanwhile the guy who put money into amd because he liked their drivers, put money into monster because he liked their drinks, and put money into Apple because he liked the iPod did far better than any institutional investor. Looking for “disruption” is how every novice got screwed in dotcom. As far as worrying about Apple not being able to 5x because their market cap is already bloated, I say this: how many people said the exact same thing about Apple when it hit $1T in 2018? I know I did. What else could they do? Sell more iPhones? Also, calling Google or similar a “utility” is completely braindead of a take. It makes absolutely no sense. Truly. You’re looking for return. This will always, always hurt you. You drop IONQ because you think quantum will be the disruptive force, but I guarantee you couldn’t explain in two sentences how they’re actually going to make money. It’s the same with RKLB, why not invest in SpaceX? How many people said Tesla was already overvalued in 2020, so they put their money in Lucid instead? The Tesla investor didn’t 5x, but he didn’t lose money. Even in 2020 electric cars were “disruptive”, but if I had just put my savings into the third largest company (Apple) because I still liked iPhones, I’d have nearly 4x my investment. I think you’re on the money losing path if you don’t think different (see what I did there?) Stop thinking about what will 1000x because you don’t know. I think IONQ is a scam, but I don’t think quantum is a scam. Also, if druckenmiller says put money into two or three companies, then why ask for a ticker you put 2% of your money into? What company are you actually going to put 20% of money into? Some quantum thing you know nothing about, or the company that makes the products you like? What’s Warren buffetts first rule? Don’t lose money. It’s not “find what will 1000x or else you’re wasting your time”.

sirauron14

AMD

vice123

Remember when Linus on YT told you to buy AMD at 2$?

Cantwaittobevegan

It could go many ways. Hugging Face became quite a dominant brand in opensource AI stuff in general, that alone is worth billions, the userbase and network effect of that. But it also has a lot of synergies with Nvidia, think about GPU renting for ''local'' models, the data and user feedback that can be used to not only improve AI models themselves, but also the hardware. It will also be able to keep the hardware AI edge that Nvidia has over hardware competitors like AMD, almost no one is going to build opensource stuff optimized for AMD hardware, and Huggingface can be subtly steered into the direction to focus on whatever Nvidia has There's no direct profitability, it's just the little things on the longterm collectively. Then again apparently it's already profitable, and Nvidia buying it will make it even more popular, surely plenty of people have never even heard of it or are intimidated by all the DIY stuff that Nvidia could slowly streamline

tiacay

It's like AMD is just there for the antitrust laws.

goodolarchie

I bought NVDA when I figured "video games are pretty popular, actually taking over TV and Movies." Same with AMD, though I sold and bought and sold again because I hated their fucking graphics cards. Figured Micron was a good bet back on memory when it was at $60. Same with INTC begin so cheap at $19.50. LRCX I've mostly bought and hold, but also sold because I was too dumb to endure the cyclical nature of semiconductors. Anyway, these will all pay for my ex-wife's next home.

Gl_drink_0117

Opened short positions for CRWD, NOW, CRM, OKTA as they have ridiculous PE FWD. Got to crash at some point. AMD hasn't come down heavily yet, just the hype is too high

slight_grumble

I find it hard to criticize Nvidia. Their hardware is better than every other GPU vendor by a mile. Their software stack is also a generation or more ahead of everyone else. Their acquisition of mellanox and integration into the GPU stack was genius. I have been a AMD fan for years but their gpus and software suuuuuuck. Their cpus are awesome but that's vs intel not nvidia. Maybe nvidia should purchase Intel and get them back on track. Not to mention the Intel gpus suck more than AMD's.

the-mangolorian

I also bought the same amount of AMD that day

SavageBlackduck

This is the main problem, they were hoping the google deal was entirely new revenue they could upscore the company with, but it wasnt. so they trade at AMD/Intel levels of PE now, which could be ok but the market doesnt typically like that without some form of hype.

HardStroke

Yeah. I bought AMD at $130 and sold at $420. Good shit. Still holding NVDA. But man I fucking missed the MU train. It still haunts me.

CEOofBeanz

Last call before AMD $600

LebaneseLurker

I do!!! I actually loved it so much I sold 2000 shares at 45$!!! Only to buy back at 80 and watch it go sideways for another few years :) Always right pics, ALWAYS wrong timing for me. I caught AMD, NVDA, and MU all early ( 4$, 40$ pre-splits, and 40$ ) and mistimed every single rocket launch until this last MU. Got my portfolio up 300% in the last 2 years though so I can’t complain.

WordsHappenedHere

See what they did there. Got you all bulled up on semis and stupidly buying MRVL calls. It was way too obvious. Market likes to be contrarian usually. Most likely what happens next is NVDA keeps going up even though AMD or other semis go down. AMD is trading at 62x forward earnings and way overpriced. Expect profit taking and inflows into the king NVDA. Intel is an outlier and needed for national security and will likely run into end of year.

DestructionYT

its because last quarter they had a beat + raised guidance for the year ahead they needed to massively beat and post better guidance to really keep rallying up. PE shot up to 80+ you know AMD is different because the growth curve is much much steeper and people are finally seeing them cathc up in compute power too

LowKey-Revolution36

Good investment, a Cayman billionaire called Kenneth Dart has bough 30% ownership of Flutter 18% shares + 11% TRS cash settled swaps and he also bought 5,8% of Draftkings a few weeks back, he also owns 30% of Evolution AB the largest B2B casino provider. I don't know if he is just pure speculation or has information but I guess no one knows what a supreme court would rule but these people usually don't loose... If we just look at any country apart from the US, prediction markets either exist under gambling laws and regulations like the UK or outright banned like Brazil and Spain etc. Anyway in general isn't gambling in nature means predicting an outcome? Probably Dart bet is on regulation of predictions and more states legalizing igaming/sportbooks in the US. All countries need tax money especially the US states and gambling with tobacco is the easy tax money. Prediction markets show states that the population gambling appetite is high. These are multi year slow burn play though don't expect a 50-100% bounce back within 6 months. Gambling companies acquired and mainly trade on ev/ebitda not p/s current Flutter Ntm ev/ ebitda is 9,8x I think for multiple countries market leader in any segment which has got big opportunities in Brazil and NA for growth is cheap. Heavily regulated sector so risk is a little higher and different than MSFT or ADBE CRM AMD etc.

maxpain2011

Why no love for AMD ?

Slunkx

Glad I'm AMD 7900xtx for my card and $108 average for stock.

Amitriptylinekoning

AMD sucky sucky

Amitriptylinekoning

SNDK AMD MU BE NBIS super duper garbage

TheFreshOne

AMD down 2% because reasons I will not share, but believe me I totally know them.

Amitriptylinekoning

AMD loves red so much

IzzysInsights

Tying tariff exemptions to domestic capex commitments just pushes the reshoring timeline capex cycle onto NVDA/AMD margins short term. Data center opex creeps up either way, someone eats that cost and it won't be the hyperscalers.

Amitriptylinekoning

SNDK AMD MU BE NBIS garbage

ClaytonKershaw22

I'm bullish on AMD but it's funny seeing the AMD sub today crying about their stock being manipulated while Nvidia just crushed earnings with huge guidance. Bullish for the the whole AI industry yes but it's not a good thing when your main competitor continues to blow out expectations while AMD's value as of today is tied to potential/future earnings.

Sufficient-Flan1565

Boys NVDA is undervalued af. It needs to be at least 20 times market cap of AMD

verified-trader

**BanBet Created** ▲ | **Record:** 3W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $500.00 (above) | $474.68 | +5.3% | Sep 1, 5:29 PM |

Is_so_cuul_sonbbich

!banbet AMD 500 5d

Is_so_cuul_sonbbich

!banbet AMD 500 7D

bearhunter429

#In the past when NVDA pumped AMD would pump with it but not anymore LMAO🤌

Jinhe0529

Because I have AMD

nateccs

the move in the past 24 hrs is almost the size of AMD (773.96B)

Upstairs_Whole_580

You posted your positions, I warned you to get out of them and you were smarter than everyone else. Your positions you were so proud of up a WHOLE 8K in a week when yields hit 25+ year highs and oil was up to 86/95. And what "other day" did AMD "Boom?" AMD was at 585 this year(565 was when I sold). Not one of those beyond NVDA support your AI thesis being wrong. You're the guy who thinks that Nvidia had to add 500B in liquidity to go up 20 dollars a share! You do not understand the market!

Amitriptylinekoning

MU BE NBIS AMD SNDK nice and shitty

aupperk24

I got cooked on AMD calls. How tf is NVDA up so much and AMD is down, I thought they do the same thing

Face_Guyy

Everyone talking about Nvdia but forgetting about AMD

Maakus

They'll need to take significant market share from AMD/Intel/Broadcom to justify the higher price. Being first to market with a CPO-based rack will do a lot of damage to competitors. Broadcom's doing similar stuff, we'll see who comes ahead or if a rising tide raises all ships. Nvidia is not a buy for me but that being said Nvidia relies on Marvell for CPO so I'm just filling up on that instead.

aupperk24

i got AMD calls

Independent_Ad1086

how is it a bigger loser than memory? AMD -2%, dropped \~2.5% from peak MU -3% dropped \~9% from peak

joeyeats

nvda crushes and AMD loser on the day worse than memory lmao

Amitriptylinekoning

AMD is such chopped garbage

Amitriptylinekoning

AMD classic is undefeated

Amitriptylinekoning

The AMD classic it strong yet again

your_mom_loves_me69

Gonna have to hit this AMD dip

MekIsAss

Fuck MU and AMD shit stocks

sfw_supdood

I'm not a oracle dude, I can't get a perfect put position on this. That's why I've been sizing in over time and mostly going with late 2027 puts. You just don't know my positions, it's cope. I do have should have sold my short term puts on Monday, you're right there. I don't think this is a losing position. I also still have liquidity if NVDA goes crazy here, but to me this looks like a bull trap. Also, this is why I'm diversified. I mostly posted my NVDA positions, but I also have positions against AMD (picked this up the other day when they boomed), SMCI, ORCL, and SNDK. All of these have been doing well even with this little NVDA pump.