AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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Reddit Posts
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
AVGO is lagging the entire semis rally. What am I missing?
I was completely fine losing my AMD shares until it almost happened
AMD hits $1 trillion market cap as stock continues 5-day rally
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Mentions
As a Europoor Canadian living in America… I fucking love it! And I am timing my (re) entry into that stock. I’m sure some dumb they bear will drive it down for it to be with swapping my NVDA and AMD, but this is will be a generational wealth building stock, I mean for fuck sake, have you seen the size and payload is starship, while a much of kindergarten dropouts didn’t learn about the water cycle and chirp that evaporative cooling “uses up water” so data centers are politically toxic even for rednecks here in Texas </unhinged rant>
Hahaha. Aside from OpenAI's reported numbers a bunch of other big tech companies see the actual flow of OpenAI revenue go directly through their business and around OpenAI. For example, Amazon, Microsoft and Google host OpenAI and Anthropic models in their managed API service so that revenue goes directly to their cloud business from their many enterprise cloud customers and does not flow through OpenAI books first. No way for OpenAI to game those numbers. So there are other direct growth signals outside of whatever OpenAI is reporting. And I have been very very happy with the outcomes of the AI boom thus far. Made a crap ton of money on AMD and GOOGL.
Honestly, for a 4K gain a lot of folks just hold hell for the upside – I’ve seen a 6K+ swing on AMD do that. If you’re uncomfortable with that long‑tail risk, knock it maybe at \~2K and surrender the rest to a tax‑deferred account. don’t let the ‘red’ scare you; lock a chunk and ride the next wave.
I am so stoooopid, thats right NVDA and AMD gives OpenAi 10bil each and openAi can go back and buy $260billion in chips
Damn, OpenAI was supposed to buy $260 billion in NVDA and AMD chips with that $20 billion they was short Fuck they not gonna buy those now
I just posted my trades for today so I'd have something to show all of you and now I can't find them so I'm going to do it again. I started the day out with a buddy for a late breakfast/bullshit session then went and got gas, did some grocery shopping, stopped for a soda and went home where I put the groceries away, read the mail checked on my positions, fixed lunch, came on here and spent an hour or so answering questions/comments and finally decided to trade so as to have an example to use for our later discussions and now I don't where it went so I'm looking to do it again. Okay it worked once again. Take a look and tomorrow I will look to begin explanations of how I cam about those trades. Fair warning I may not have much time as tomorrow is expiration day and my wife is coming home after being away for two weeks. I miss her even if she is my royal pain in the ass I still miss her. https://preview.redd.it/8l1q7btiyauh1.png?width=1304&format=png&auto=webp&s=0a31955467da9fec75a943c4133154b3b7cc84fb |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||
Okay if this works you'll have an example of what I trade. I decided to make some trades today although first I had a late breakfast/bullshit session with a buddy the I got gas, went grocery shopping and bought a soda. Went home put things away read the mail and fixed lunch. While I was home I sort of kept eye on my computer in the other room. I sat down on here and started answering questions/comments for over an hour and then said the hell with it and started trading figured I'd do some trades to show you what I trade and going forward I can show you how I arrived at those trades. So let's see if it will load. It wasn't a very profitable day but I made a little bit of money now comes the hard part hanging onto it. 😂 https://preview.redd.it/xnzdognnwauh1.png?width=1304&format=png&auto=webp&s=7a55bbcc97558612317d8d4f47623c46824012dd |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||
?? Last time AMD stock split was in 2000.
35 stocks is basically running your own ETF without the management fee, trim the overlap first. You've got AVGO and NVDA in tech, plus PLTR and AMD which all ride similar hype waves so maybe pick two you actually trust long term. Also your consumer side is heavy with both COST and WMT just mirroring each other.
Indeed. It's only up 3,963% now instead of 4,151% very disappointing performance from AMD.
Do or die time for AMD
Come on earnings don’t even matter. Stock prices are based on sentiment. Just look at Tesla SpaceX and AMD
> GOOG, AMD, TSLA, SPCX, AMZN, DRTS That's absolutely hilarious.
Already 10%+ AMD in the non-gambling side of things 👍
This was in 2018 right after the whole Intel meltdown vulnerability stuff. My "thesis" at the time (if you can call it that) was that all the big cloud providers back then were 99% Intel, and that they will try to balance their hardware to reduce such risk in the future. If I recall correctly, this was pre-zen from AMD and AMD server chips kinda sucked, but I figured maybe they will diversify 10% or 20% just to have options for very critical stuff if another vulnerability arises. I was timid about this thesis though because shortly after intel's meltdown issue, a bunch of similar vulnerabilities were also found in AMD chips. So I figured it would be a small diversification that should bump AMD revenue a bit.
Fuck no why. Agentic runs on Epyc CPUs. They are selling 2028 inventory until the recent announcement of TSMC 2nm production expansion with AMD
wow. even the endless AMD manipulation is failing :pika:
I'm actually holding the bag for AMD
Is it finally time to short AMD
How’d you decide to buy AMD?
AI GPU cycle = CPU cycle = memory cycle = storage cycle - AI GPU: NVDA (15x), AVGO (20x), AMD (40x) - CPU: AMD (40x), Intel (54x), ARM (126x) - Memory: Micron (6.2x), SK Hynix (6.4x) - Storage (SSD): SanDisk (7.0x) - Storage (HDD): Seagate (25x), Western Digital (21x) If AI spend goes higher, everyone in the cycle goes up. Memory would go even higher since they have the lowest multiples If AI spend goes down, all stocks crash. But Memory doesn't have that far to go down since the multiples are so low already Basically everyone should move in the same direction, memory has the largest upside, and the least downside on valuation
I'm trying (it's not at all obvious) to pick companies that have room to run. I am terrified of Eli Lilly's patent cliff. Broadcom is a fine company but I feel like AMD has the momentum and the pieces in place out out run Broadcom, Nvidia and others over the next three years. If I had to drop three, I'm down to SPCX, AMD and DRTS. That gives me space, chips/AI and a biotech.
CPU stocks (AMD/Intel) trade at 40x Memory trades at just 6x It's one of the biggest dislocations in the market I also don't believe Micron should be at 40x, probably 12x - 18x at least which is still below the market (19x)
I first started investing in 2017. Wasted money on such pieces of shit like PhaseRx and TransEnterix, biotech pieces of shit. I'd just graduated from a compsci degree too. AMD was $6.50 and Nvidia was less than $2. Yes I'm regarded.
AMD has stronger support at 630 than it did back at $100
AMD Puts and good luck betting against it
What is the opposite of SOXL again? Or should I just buy AMD puts?
No, I think I would have done worse. Over the last 5 years I’ve tried picking winners and have only succeeded a couple times. For instance, in my regular stock buying thought process, I would not have bought AMD while NVDA was running game, and I would have been quite wrong from a 1Y return here. I didn’t expect AMD to go 150-200% in a year while NVDA did 30% So that taught my a lesson to try and learn how to use idle cash to generate income I guess. So far it’s been awesome BUT this bull market is a large part of that success. I will say, it is possible to place a sell order the night before and hit it relatively successfully. It is possible for me by looking at theta and doing the math on where an options contract will go if an underlying share goes to a certain point that I’m comfortable selling at, since that underlying share price would represent an overbought RSI and then I expect the price to come back down after a spike up. Not a perfect method but it has worked often for me
Had AMD at $60...thought i was smart for selling at 120..
I don’t buy and hold with it. The cash reserve is just that. The goal is to use it as cash that gains a ROI. So I had $58k of cash in my brokerage at the beginning of the year. I have shares in other stuff besides that cash. But the point is to keep that portion liquid. When I see volatility in certain names, I sell a CSP that would expire in 2-3 dte. At first my goal was 1% gain per week, like $500-600, because it would mean I’d make like $27k over the year and that would be a 50% return. Which is obviously amazing as a trader. In 2026 I was assigned 20% of the time on my CSP. When that happened, I would sell a CC to get out of the shares. Two times that had happened (once on AMD and once on BE) and I lost out on really big gains because the shares kept climbing. AMD was the one that got away and I had FOMO over that but I’ve gotten over it now because my initial “thesis” was to develop a sustainable way to make money on idle cash rather than picking and choosing winners in the market. So I’m up 62% on my cash in 2026 and have made $36k from $58k.
He's giving AMD, NVDA's, GOOGL's, and TSLA/SPCX's CEO medals, though.
They’re nearly all private right now. Ironically Tesla might be a good thought here. World Labs just got bought buy AMD so they’re in the discussion too. Not exactly the novel answer you’re looking for I suspect.
Utter garbage. What nobody tells you is that buying high works extremely well. Some say it’s better than buying low. All the crystal ball bozos thinking they know when Nike is going to turn around would have been better off buying AMD when it hit an all time high. I have thousands of other examples but the ONLY example anyone has of buying low being successful is when they get lucky. Buy high and the odds are in your favor.
I did cash out to pay some credit card bills. But I also traded 1 shares of AMD for 10 shares of JEPI. I got 22 years till retirement and I need my 50k per year in dividends so I can relax.
What's new is that I said NVDA beats them on economic efficiency too. AMD ends up costing more to run vs just paying the upfront costs of an NVDA card.
#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌
The premium isn't worth the risk on those - you'll be like that one guy who tried to make $300 in premium on AMD and ended up losing 16k the other week
Nvidia, AMD, and Micron are the only AI companies turning a profit currently
Iran is sending response to US proposal. Obviously its going to be more of the same bullshit but probably oil is going to shave off a couple percent on the possibility of something being there anyways I imagine. Which will cause another rally why not, DRAM is setup to go off as soon as yields give up some and take pressure off. Crypto has just started a bear trend and probably won't rebound too much but it'll come back a bit. Shorting SOXL and selling calls is starting to look quite attractive, especially AMD in my opinion. Burry tells me there is still another leg up though.. there won't be a crash. Just chopping.
These are all high beta companies, meaning if the market pulls back then they will pullback twice as hard. All of them have negative EPS, so they are just losing money. This also means they will probably do worse during a red day. A flip scenario is something like AMD: high beta, profitable, and increasing demand. So for those three - either don't touch them, especially on a market red day, but if you still want to try: then take your profit right away (or get out).
Random take, I partly wonder if just like boomers got into homes at $25,000 and now theyre worth $1,300,000. THey also got into stocks like AMD at $5 - $20, and they just dont care. The whole world could go to hell and they just wont sell because theyre still up so much... what else will they put it into.
Just talked to developer at AMD who said is personal AI budget for using Claude is 20k usd per month.
thats like saying the average consumer doesnt want a sports car fact of the matter is if the market wasnt being controlled, we would be in a world where the 5090 stayed at msrp and AMD and Intel would have released bigger die GPUs this current generation. It might take 10 years, but once consumer hardware catches up, when 128gb of ram is cheap, everyone will only want to run local AI.
Yeah. I was lucky and put money in NVDA, AMD, and AVGO. 2017 was a good year for me I guess. My AMD avg price is $37 and my AVGO is $36. Though I have far fewer shares of both of those.
Alot of you will become rich with puts on SOXX and AMD
JUST IN: President Trump to award National Medal of Science, the highest honor for scientific achievement to the following tech leaders: • Lisa Su, [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) • Elon Musk, [$SPCX](https://x.com/search?q=%24SPCX&src=cashtag_click) • Sergey Brin, [$GOOGL](https://x.com/search?q=%24GOOGL&src=cashtag_click) • Jensen Huang, [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) So long all this bs yeah
If MU is cyclical then why is AMD not cyclical? Discuss.
the difference between AMD and NVDA though is that NVDA actually had technology nobody other than 3dfx had, and they gobbled 3dfx up (arguably, they are a re-badge of 3dfx.) today, in the AI space, AMD is playing smoke-and-mirrors in the consumer segment, and eventually people buying Halos are going to realize that dollar-for-dollar they should have bought RTX chips instead of single-user, sub-par (in token decode and power cost) mini PCs. their short term success is entirely a byproduct of "memory shortage" which is just a fancy way of saying "memory manufacturing expansion delay". then again who knows, maybe AMD invents a dedicated compute chip that scales over 1000s of micro-cores +and+ they find some way to become compatible (or competitive) with CUDA ... but this is something Nvidia has been dominating for a very, very long time and so far nobody else is doing it, the paltry 32+ core CISC chips AMD has specialized in "for gaming" are going to hit a technological ceiling just like what happened in the early 90s -- only so many electrons can pass through those dies before the substrate becomes burnt carbon. this is precisely why we haven't seen major "GHZ" advances since the 90s, just careful maneuvering and clever marketing to make it seem like chips are faster -- multiple lanes, i/o multiplexing, on-die instruction muxers, and then multi-core scaling when miniaturization technologies allows for it, which soon is going to require sub-nanometer manufacturing to continue the trend we saw over the past 10 years. more likely AMD flattens out along with INTC next year when they can't deliver anything competitive/new. NVDA will continue to climb until they see real competition, even after the AI bubble finally pops they will shift heavy into the consumer market as people realize they don't need cloud LLMs, which is going to come quickly after consumer GPUs start to approachin 128-256GB+ of VRAM (less than 3 years) and the OSS LLM space starts to deliver quality on par with that of the greediest Cloud AI offerings. gamers that remember "holy crap! 4MB is a LOT of RAM for a game! nobody has that!" will understand how quickly memory markets adapt to demand. look at us now -- 512GB ram machines and climbing quickly in response to AI innovation. yeah, if i was forced to unload AMD or NVDA, I'd dump AMD the moment they showed signs of weakness (or as a precursor, when AVGO began declining, they're also enjoying an unhealthy level of investor ignorance in the AI space.) I would probably immediately shift it into NVDA or TSLA (because robots are the next logical progression for mankind after AI) but only after the dust settled, i surely would NOT put it into an index fund when that is happening.. you'd just suffer death by a thousand cuts until the market is done correcting.
MU and AMD came back lfg. If only NVDA had done the same. Hope SPCX comes back tomorrow
My average on AMD is $136.
lol but hey, a LEAP put isn’t a one‑way bet; the premium you collect builds a buffer you’re still holding before you roll it into another synthetic. If AMD stays above 190 I finish the trade with a short‑term gain and can use that capital to take a new position while keeping the margin cushion. It’s more of a leveraged funding strategy than a “bet it all” loop.
Not financial advice is right lmao. Calling professional workflows its only moat left is like saying NVIDIA is cooked because gamers are using AMD and its only moat left is AI. I can buy a thesis that the big enterprise buyers might switch but 90% of this post is about individual users who make up a tiny part of their revenue.
Should I copy burry and get long dated puts on AMD
There will be multiple winners, Nvidia doesn't even have the best hardware. Rubin is #2 to mi455x and Vera is #3 to AMD and Intel.
I bought AMD at 89. Wish I had your volume
i would have done the same with NVDA and AMD just because video games were getting bigger and bigger and GPUs going up in price and demand remaining huge and that was before AI
Its why i said Nvidia beats them in performance? what's new? Yea sure cheap cards not economical, but I am not spending that money on Nvidia cards they can have all that capacity in datacenters using big tech budgets. for things needing massive parallel throughput on the consumer side AMD is now currently the economically viable option if cost is a concern. But what do i know i am still sitting on my 3080 super till something comes along at a cheaper price point under 1k. A "budget" 5060ti cost as much as I paid for my 3080 super....... I could buy a 9070XT for nearly 300$ 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.
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
#Time to get on the AMD $1000 train LMAO🤌🚂🚃🚄🚉🛤️
This piece of shit intel has turned into inverse AMD
Are you still holding onto your AMD leaps? What's your next play?
Why did Micron and SNDK moon today, but NDVA, INTC, AMD, SKHY are mostly just coasting
Ok and are you doing something like AMD that can easily yank up $60/10% in one day? I doubt it
Balls deep in AMD puts
I’m sorry guys I just bought AMD
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.
AMD needs to pull back already so I can add jesus fuck, go fill that gap
I had AMD around $80 but sold recently. Should have kept it.
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.
Almost panic sold my MU this morning then I remembered if AMD is worth $600 a share MU is worth $8000 a share.
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.
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
Yeah, I remember AMD at $10. Glad I didn't buy it at $100, $200, $300, etc...
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.
AMD is like 100 PE right now?
People post AMD, advanced money dispenser; what year am i in??? It was always advanced money destroyer, wth
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.
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.
NKE reminding me of AMD back in the day
I had AMD $670 calls 0dte
Full ported into AMD $1000 calls expiring in 45 days
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
AMD and SOXL puts was an easy play ngl.
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.
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"
Lots of high beta stuff. This year it’s been AMD, BE, NBIS & CRWV. $58k cash has gained +$36k doing this YTD
you want to lose money? CRWD and AMD are only going up for like 6 months already...
I actually opened AMD and CRWD short yesterday.
Feeling cute. Going to short AMD, CRWD, NBIS for 2027..... :popcorn:
imagine thinking that $AMD is a $1T company, fucking lol tbh
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.
Good luck with sandisk or mu, I have yet to see AMD take a 50% haircut