AMD

Hot-Performancy

Jesus christ AMD WAY OVERSOLD

grumble11

Panther lake is… okay. Chip availability is mixed, pricing is too high. They can’t build stuff fast enough - TSMC would have workers on it 24/7/365 to get it done. Their process nodes is two years behind TSMC and not improving. They will get clients externally finally because there is a massive shortage, but TSMC is crushing them on fabs and Nvidia and AMD and even ARM solutions are crushing them on design. They have missed virtually every business opportunity via cancelling projects in emerging sectors, selling off businesses at the worst possible timing, buying companies and mismanaging them to zero, so on and so on. They cancelled fab expansion right before the AI demand boom. They sold off their memory business right before the AI boom. They cancelled or mismanaged their GPU chips before the AI boom. They bungled their latest nodes and were literally years late. AMD is outcompeting them on data center CPUs. They missed mobile, they missed AI mostly, they bungled DC, they have messed up in auto, they messed up FPGA, so on and so on. It’s comical at this point. They are about the most reliable contrary indicator about where semis are going there is. They do have advanced processing.

WetLumpyDough

At least AMD and NVIDIA make top tier products. Sure the valuations and circular financing is a recipe for the share price crashing. But, the hardware and revenue is still solid

StoneCrusaderRequiem

Bro, I fucking bought a “dip” on MU, ASML, and AMD like 6+ months ago and it’s been nonstop psychological torture. Sure it’s been slightly up a couple times, but why even sell for my measly gains? Then there are days like today, where I question how the fuck can the “only” company behind ALL the best chips be such a goddamn yo yo. Market is gay, I’m not crying, just raging in the casino

CEOofBeanz

AMD still needs to reach $460-$475 before I add morr

Wowmuchrya

The capex is imaginary circle jerked money. How do you have Meta buying chips from AMD and Nvidia and then Nvidia and AMD buying Meta stock. Or AMD selling 15% of itself to OpenAi and Meta and then them buying chips with money they don’t have? All of these companies are over valued and should be 10-20% lower even with these massive drops.

Fit_Safe_4438

pre market: GOOGL -0.57% NVIDIA -2,7% META -1,5% ORACLE -4% MICRON -5% AMAZON -7% AMD -8%

A55BAG

INTC fucking up should be bullish for AMD and ARM.

Fit_Safe_4438

what a disaster day for all AMD stock holders :pray:

D3AtHpAcIt0

APPL PLTR monday, AMD tues, ARM QCOM wed, more than enough to mess shit up more if they miss

D3AtHpAcIt0

AMD is my largest holding, and you my friend forgot why it has it's nickname. Relax, it'll be fine long term :hug:

mememan212

AMD bros im going to be sick

Empty_Carpenter7420

I was thinking the same thing today after seeing Japan and China’s market. AMD had a long and decent run, but I hope not, I didn’t invested but I know a lot of people did.

sentrypetal

Correct it was a US government pump. Time to let the company fail. But then so was AMD, with their circular financing and NVIDIA with their channel stuffing. Would be good if all three share price collapsed 50% in the coming quarters.

Next-State-374

If I lose my ass on AMD I’m blaming you

Pitiful_Bedroom_6619

$AMD WAS ON TRACK TO GIVE SO MANY TENDIES, $GOOG AND $INTC DESTROYED THAT. NEVER FORGIVE NEVER FORGET :wendys:

oliver2022

my beautiful AMD getting fucked just because INTC is a trash company.

obb223

AMD is ludicrously overvalued, there is a huge risk it will halve from here in a matter of months

aemus001

Aw, AMD already punished

Nervous_Depth_3916

PLTR and AMD next week!

Affectionate-Idea690

Apple reports Monday then amd Wall Street will look to AMD's report on Tuesday afternoon to confirm if AI GPU demand continues to rise unhindered... prepare anoos

HeavyArmsJin

Looking forward to AMD living up to it's old title next week

bighugebaby

I also am happy with my EBAY position. AMD did do better though.

We_The_Worst

WSB told me to buy AMD at $1.74 back in 2016 and now I own a million dollar home because of them lol, it’s not the same sub anymore but they definitely have some good tips in there.

Left-Signature-5250

So do we think AMD will get the same treatment as INTC next week?

jocona

It’s not even really true, there are adaptors that let you write CUDA code and have it adapted to HIP for AMD. You may have to rewrite a few custom kernels, but that’s not terribly difficult. Think about it… if Nvidia was so much more expensive only because of software, then the pressure would be on devs to write for AMD, Intel, whatever. Even a year for a team of 100 dev salaries pales in comparison to the money these companies drop on chips.

Mysterious_End800

Intel used to be good, but look now, getting stomped by AMD

netcoder

It's kinda cute watching yall discussing what you have absolutely no idea about. NVIDIA is used nowadays because CUDA is the software standard for ML. Most open frameworks are adopting ROCm (AMD). Not as efficient, given the backlog, just a matter of time. The only edge Nvidia has is the software stack: it's proven, it's maintained, it's for efficient, for now. After that, anyone can manufacture the same hardware (it's basically just TSMC). It's the software layer that makes the difference. And it's eroding.

RobotPimpLibertyBell

Not Apple and MSFT or even AMD

bjay1290

Sold AMD on Tuesday that shit gonna get Jane doed

___-_--_-____

AMD next in line for a roundhouse to the sack, same reason as INTC: can't build PCs servers or laptops with no RAM supply and can't sell the ones you have at unobtanium shortage prices

andytobbles

Damn I’m not gonna get dirt cheap AMD calls at open am I

carlos5577

If you didn’t sell intel 100+ when AMD NVDA MU etc are better buys then you deserve to lose your money.

Impressive_Mud_811

As a pc enthusiast why would I get anything intel when AMD makes a way better cpu at this point

Less-Map-6969

Im pushing calls on AMD and SNDK

Less-Map-6969

whats with bloom energy getting fucked similarly to AMD? Doesn't make sense

Falsey87

Thanks, you convinced me to place puts on AMD and Palantir earnings now

RichSpecific4490

I remember this sub clowning on NVDA at $80 and AMD at fucking $60 during the tariff crash. All the new morons and bots might get a chance to do that too

Creative-Package6213

LOL Intel sucks. They release one chip and whoops you can't upgrade because the next release is a different socket! AMD all the way baby!

codespyder

TSMC: we make almost all of the chips that everyone uses, whether it’s Nvidia or AMD or custom AI chips for Amazon or Google Market: haha get fucked

option-trader

What? Are you just pulling out stocks. Have you seen the pattern? The hyperscalers (GOOG, AMZN, META, and MSFT) have taken a hit because of their AI buildout. What do you think happens if they stopped building their AI infrastructure? It will create the AI meltdown you are talking about.  Now think hard about this. That also means they won’t have any capex anymore. That’s $51B not spent per quarter. That means they’ll have more cash, which means their market cap will not drop like the rest of the AI related stocks. They are practically the banks for all the other AI stocks like MU, AMD, DELL, etc. If you look at the last 12 months, the AI related stocks have mooned while these hyperscalers have done almost nothing. That’s because they are paying a premium to these smaller companies. Hence, the inverse relationship in their stocks.

0201037464793921170

Why is AMD just relentlessly selling for hours? wtf is it now?

Defiant-Fee-7550

Feels like the Grim Reapers coming for AMD next :hug:

broke_person

The bubble has not popped if AMD is still $500

InfiniteNerve1384

AMD already tanking lol

ernestomn98

holy fucking shit. Rip my shares (SNDK, MU, AMD, INTC) this is much worse than july.

unhappyreach_

When is AMD ER 😡

beeArebel

are you ready to baghold stocks for billionaires for at least 2 years. look at $INTC for example. next is AMD on the list. $AMD 200 by 2028

Eazy-Eid

Biggest laugh is that the market thinks this is bad for AMD

RuleSafe6767

Ummm.. 100%. The retail PC market is basically on ice until hardware prices come back from the stratosphere. Even businesses are using the second hand (cough, "commercial refurbished") markets. Also, their CPUs still aren't competitive with AMD or the big ARM chips on the server side. So they will be in free fall until something changes.

Eazy-Eid

AMD is doing just fine. Intel is just a joke.

WorkingCorrect1062

INTC dead AMD dead due to weak personal cou demand

TorukMaktoM

Intel shares plummeted in extended trading on Thursday after the chipmaker issued a weak fourth-quarter forecast, citing continued softness in the global PC market. Here’s how the company did in the third quarter, compared with estimates from analysts polled by LSEG: Earnings per share: 52 cents adjusted vs. 40 cents expected Revenue: $16.51 billion vs. $16.5 billion expected Revenue climbed 21% from $13.7 billion a year earlier, the company said in a press release. However, revenue in Intel’s client computing and physical AI group fell 5% from the same quarter a year ago to $8.1 billion, missing estimates, even as data center and AI revenue jumped 78% to $7.3 billion. Global PC shipments declined 4% in the second quarter from a year earlier due to soaring costs for memory and other components, according to Counterpoint Research. For the current quarter, Intel said it expects adjusted earnings per share of 25 cents on revenue between $15 billion and $16 billion. Analysts were expecting revenue of $17.1 billion and EPS of 43 cents, according to LSEG. “We see the PC slowdown continuing at least through the first half of next year, but we remain optimistic about the opportunities across our broader portfolio,” said Intel finance chief David Zinsner, in the release. “We will continue making disciplined investments in capacity and working capital to increase supply and support future growth.” Additionally, Intel’s forecast reflects the effects of an explosion at a fab in Israel that killed two workers and seriously injured a third earlier this month. Zinsner told Reuters that the incident will cost the company about $600 million in lost revenue over two quarters, and said the company plans to start ramping up production there by the end of the week. Intel’s stock has been on an upward tear, up about 150% so far this year, although it’s down roughly 23% in October as concerns have emerged about the size of the artificial intelligence buildout. Known best for its industry leading central processing units, or CPUs, Intel has been a beneficiary of the rise in agentic AI. While chatbots and large models rely heavily on graphics processors from Nvidia and Advanced Micro Devices, agentic applications such as Meta’s Muse and OpenAI’s Dots lean on CPUs to help orchestrate tasks and data from a computer operating in the cloud. “Despite near term headwinds affecting the broader PC industry, we continue to see robust demand for CPUs and more broadly, for all our computing platforms in the long term,” CEO Lip-Bu Tan said in the press release. Nvidia, which has become the world’s most valuable company thanks to its dominance in GPUs, is scheduled to report results on mid-November. AMD reports next week. Intel’s foundry business, meanwhile, has struggled to find its footing. Intel is the only U.S.-based manufacturer of advanced logic chips, and is now in high-volume production of its most advanced 18A chip out of its new fab in Arizona, providing an alternative to Taiwan Semiconductor Manufacturing Co. While Intel remains the only major customer of the chip, analysts say a major fabless chip customer could choose Intel with its next chip, 14A. “People want a second source to be able to twist TSMC’s arm and keep them honest on pricing,” said TechInsights analyst Dan Hutcheson. “All the big ones have been testing there.” On top of the memory shortages, another critical component of chipmaking known as substrates “are really constrained,” Intel’s Zinsner said in August. The Trump administration took a 10% stake in the Intel last year after the company had fallen behind on its 7- and 10-nanometer technologies. Nvidia and Softbank also invested billions in Intel last year. Tan has taken a more cautious approach to foundry spending than his predecessor, Pat Gelsinger, who launched an ambitious revival of the company’s foundry business. Last week, Intel said crews have installed the first structural truss at its huge Ohio chip fab that was originally expected to deliver chips in 2025. Its next fab in Arizona is expected to begin operations by the end of 2028. Oracle disclosed an expanded deal with Intel this week, announcing at its annual AI conference that it would deploy the chipmaker’s next-generation Xeon server processors, as well as the latest rack-scale systems from Nvidia and AMD, as it continues to add data center capacity. Intel completed a $23 billion equity offering in August. Tech giants have spent trillions of dollars in recent years to meet insatiable demand for AI and the infrastructure needed to support it.

skippy_smooth

AMD is the Advanced Money Destroyer, but INTC is the king

JohnMaxWins4You

amd but that boat sailed. although i dont see ai plateauing and i dont see anyone but microsoft and sony making consoles and consoles will never stop, the only other ones are shitty nintendo but that’s not taking much off the plate whatsoever. this with AI nonstop going up i do see AMD getting too big and halving its stock like i think nvdia did.

aaronius12

Bro saw six people buy an Intel Arc and declared NVIDIA dead, conveniently forgetting AMD exists 💀

bidahtibull

AMD tanking like it has already missed 😅

AMGsoon

Bursting hahaha SK Hynix and Samsung are earning gazillion dollars every quarter. Same for Nvidia. People forget that Intel was that one child that always underperformed compared to Nvidia and AMD.

davidbigham

AMD investors holding their hands watching Intel .

PMmeDonutHoles

Seems like it’s taking the entire sector down with it.. Nvidia and AMD also tanking AH

chainerection

Mfks front running AMD's post earning

Far-Requirement9180

AMD dropping in synchronized performance with Nana lmaooooooooooo

patelchief90

AMD might be the best short in market with how expensive it already is

AlpacaDream7

AMD getting fucking smoked lol

Molten-Helldiver

AMD dying too

gopoohgo

omg INTC LEAVE AMD OUT OF IT

slothropdroptop

QCOM will be the next AMD

JabCrossE4E5Quark

Theres tons of idiots who would love to buy AMD at 1T valuation at the top of a bubble. The market has trained investors to buy every single dip. It will be hard for areal sell off to happen as long as this mentality is so prevalent

JackieChanX95

If anyone was seriously behind the idea the AI trade is over AMD wouldn’t be near ath

Ashisht786

Looks like AMD’s CEO got buccal fat removal and new glasses.

Devincc

I was 17 years old 12 years ago lol. I spent $160 to buy my first 40 AMD shares I’m trying to offer advice but you want a million dollars tomorrow. It doesn’t work like that. Invest for yourself 20 years from now. I don’t give a shit if the stock crashes another 20% because I’m invested for the long haul and googles earnings and fundamentals are still solid, but keep crying about 3 months lol

NotGucci

AMD just strong.

SlfImpr

$GOOG looks tempting but I am not buying because if I do, it will drop further 😆😆😆 GOOG SVP posted this last night: [https://x.com/thefox/status/2115636995217400082](https://x.com/thefox/status/2115636995217400082) \- YoY Search query growth rate is highest in the past 5 years \- Prioritizing user experience and engagement first w/ AI Search \- Beginning to scale ads in AI Mode to more countries and launching multi-turn ads in the U.S So they are maintaining/increasing the search business despite AI. They just have been thoughtful in how they start monetizing it differently with AI without losing any market share! They have this: * Search + Ads * YouTube, subscriptions, platforms, services * Devices (think Samsung, Apple) * Google Cloud (think Amazon AWS, Microsoft Azure) * Google TPUs (think AMD and Nvidia) * AI Models (think Anthropic and OpenAI) * Waymo (think TSLA robotaxi) and Robotics * Google Quantum (think IONQ, QBTS, RGTI) * more... Google's latest model Gemini 4 Carbon scored higher than Anthropic in many benchmarks

Own-Recipe5908

I need to mentally consider the human centipede before us. So, MSFT bets heavily on OPENAI, a bit in ANT, owns stock rents GPUs to for 'free' to them for the stock. Buys GPUs. Reports unrealized gains in stock as 'profit'. Goog invests heavily in $ANT and $SPCX. Circlejerks them with funding for it (while also competing with them directly in both neocloud and AI developemnt). Reports unrealized gains in stock as 'profit' and then gets fucked over when SPCX stock drops. AMZN massively invested in $ANT and OPENAI. Reports unrealized gains as profit. Funds both, also reports their unrealized gains as profit. Semi GPU names (AMD/NVDA etc) also circle-jerking the AI company funding to infinity, reports GPUs they gave the money to buy to the companies that bought them as profit. So, $ANT is IPOing? If they drop or even flat like SPCX shit is gonna go boom isn't it?

Austin_Destroyer

GOOG to change ticker to AMD as it has taken the title of "advanced money destroyer". AMD has chosen DEEZ as its new ticker, rebranding the company "Advanced Micro Deez". When asked about the name change, Dr Lisa Su blurted out "deez nuts" and scooted away in what appeard to be custom Heelys. Turbulent times, turbulent times.

TheModeratorWrangler

Dad is 💎🙌 on $AMD from $14 a share.

Tigulla_SRT24

Buy AAOI, COHR May be AMD buy them out

Wonderful-Savings768

Except they need to move quick or AMD and Nvidia will make their own TPUs, etc.

Famous_Bear6618

Retards here always forget market doesn’t care about good business models, PE. It cares about hype. AMD will see 5T before googl IMAO 🫴🫴🫴

sabatiel180

Because investing in stocks, like high beta ones (AMD), can outperform SPY YoY. Youre welcome.

WSB-mods-are-

Imagine if you had AMD, GOOG, and MU calls and then MSFT puts 😅

Pitiful_Bedroom_6619

$AMD WAS DOING SO WELL .... :sorrow:

Left-Signature-5250

Because I also havr AMD, ORCL, SPY ETF, AMZN 🤷‍♂️

Huffnpuff9

I like to compare the current quarter estimate to the last year's corresponding quarters. NOW's 2025 Q3 was at .96 and the 2026 Q3 estimate was 1.02. Combine that with a P/E of 95 (which demands extreme growth), and the price just didn't make sense to me anymore. They also just made a 35% run-up, so I took that profit so quickly. AMD looks ok; their P/E is really high at 147, which freaks me out, but their future estimates are like +90%.

toothpick000

They are investing in their own GPU -> TPU. It will pay off long term without having to buy from NVIDIA or AMD.

bad_detectiv3

Can you details on this? Aren’t future guidance based on what analyst say? I have an impression analyst dnt knon shit How do details look for Nvda and AMD

SlfImpr

I am panic selling all my GOOG stock tommorow because Google only has: * Search + Ads * YouTube, subscriptions, platforms, services * Devices (think Samsung, Apple) * Google Cloud (think Amazon AWS, Microsoft Azure) * Google TPUs (think AMD and Nvidia) * Waymo (think TSLA robotaxi) and Robotics * Google Quantum (think IONQ, QBTS, RGTI) * AI Models (think Anthropic and OpenAI) * more... Google's latest model (released yesterday) Gemini 4 Carbon scored higher than Anthropic in many benchmarks

greenpride32

I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. If you were to give me the choice, you can be all in on DRAM or, all in on AMZN/MSFT/NVDA at equal weight, and cannot sell for 5 years, I'm without hesitation going with the latter. Ther latter group's success is driven by IP and products and services that you could potentially replace, but at lesser quality. The former group is selling commodity products and just taking advantage of bidding war markup to create their margin. One of these models has already created decade or decades of dominance. Other is riding a roller coaster of supply and demand dynamics. Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups. I plug RAM or storage into industry standard socket/connector and it works, doesn't matter which brand and it's equivalent performance. I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.

GoldBlueberryy

AMD isn’t called advanced money destroyer for no reason

SilentExtinction

Well this is my fault. I held AMD and RDDT calls overnight. Fuck me...

bjay1290

AMD earnings can save us?

UltraMagaOK1988

Yup and buy AMD

Unhedged-Fund

NVDA and AMD pushing down

hintheman

Thank you for the write up and I like your thoughts. I did leaps on AMD starting from 50, 75 and out for one year. I did buy the stocks at 15 starting in 2016. I bought NVDA at 24, sold at 400 and use the proceeds to invest all into AMD. It has been a crazy ride with big swings. Now I have shares from both leaps and CSP, and long buy and hold with CC. When I bought leap in 2016-2020, I was not paying attention to selling monthly short call to keep the cost basis lower. Essentially instead of PMCC, I have been doing Covered Strangle. It would be fun if I managed to do more complex lots that look like Covered Strangle + PMCC. Since the good time of AMD, I find it difficult to find good stocks that are undervalued. Also I have interest in good growth dividend paying stocks that help with short call + quarterly dividend to reduce cost basis or add additional fractional shares into the lot. I wrote a PMCC option scanner but it lacks the inputs of 52w low and I prefer to be 1/3 of the price range as bottom pick is risky in my experience as I never can tell it hits bottom in a down trend. I use analysis on the 52w range along with triple screening with 30m, 4h and 1d, EMA to see if the stocks in rebound. https://preview.redd.it/y1p4n9r35ayh1.png?width=3094&format=png&auto=webp&s=0ae94809a17cc6d076a63e21ff74b4a1be0ed1f8

beeArebel

next AMD bulls will get slaughtered 

CurrentAirline9065

Dell and AMD's turn?

SmellyStinkyGuy

Rn just stupid tech shit 180-250 days out ITM or maybe just OTM. AMD, NBIS, MU, ASTS, classic idiot stuff.

BadaBingSil

$SKHY saved us just for $GOOG to kill us i'm in neither, but my $AMD calls feel the pain

bye_stander

Allah-hu-Akbar This is for my AMD puts

gopoohgo

Bro AMD is the Advanced Money Duplicator. Anthropic is projecting to 3x their AMD buys