AMD

ThouOne

Can the 🧃 pump AMD to green please

alexkarpsADHD

AMD, AMZN, NVDA, Google,

ThouOne

Holy fuck how can AMD be so fuckin shit?

unwanted_hair

MRVL is the dividend version of AMD

AluminiumCaffeine

"The Trump administration is drafting rules that would require U.S. approval for nearly all AI chip exports, giving Washington sweeping power over companies like Nvidia and AMD. The draft framework sets licensing rules based on shipment size, from simplified reviews for small orders to government-level approval for massive deployments, potentially tying exports to security guarantees or U.S. investment." Doesnt sound great for those guys...

gravedigger997

Sold my Honda S2000 to buy AMD, NVDA, MU, & TSLA

MaleficentOlive9865

Good thesis but it skips over the elephant in the room. The whole "companies have no choice but to use Nvidia" argument took a hit when DeepSeek showed you can train competitive models at a fraction of the compute cost. If inference gets cheaper and training becomes more efficient, the moat narrows faster than the AMD timeline suggests. Still think Nvidia is a great company. But "they're forced to buy it" felt a lot more bulletproof six months ago.

ThouOne

Fml now AMD is stuck at $195, should of sold yesterday

Alive-Item4904

Amazon, Alphabet, Duolingo, Hims, AMD, ServiceNow.

moorhound

>US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales This fucking retard is *begging* the world to build a non-US dependent chip infrastructure As soon as someone cracks the EDA software nut we're fucked

Mahrez-

Is 🥭stupid？Does he seriously expect chips to be consumed only by U.S. companies? I can already see Nvidia and AMD heading for a downfall.

MeeseShoop

Any non us company has to get permission/pay a bribe to do business with AMD and NVDA, not just China.

Top_Category_2526

Let me guess PLTR HOOD NVDA AMD and MSFT holder

A55BAG

Will all of these new export controls for GPU's fall under export tax NVDA and AMD negotiated earlier?

PhasedVenturer

Apparently ASML is now a higher beta stock than AMD or NVDA because what are these swings?

Ready_Confidence5326

Nah, it’s because there is a new bill being drafted to prevent shipment of NVDA and AMD chips

Much_Candle_942

Someone said something about chips? NVDA and AMD dropped straight down in last 10 mins 😭 

optionsCone

Fucked is an understatement > ALL NATIONS MUST GET US APPROVAL TO RECEIVE SHIPMENTS OF NVIDIA AND AMD PRODUCTS.

jnas_19

The Trump administration is drafting rules that would require U.S. approval for nearly all AI chip exports, giving Washington sweeping power over companies like Nvidia and AMD. The draft framework sets licensing rules based on shipment size, from simplified reviews for small orders to government-level approval for massive deployments, potentially tying exports to security guarantees or U.S. investment. Officials say the goal is to make American AI the global standard while controlling critical infrastructure, though delays or strict conditions could disrupt international AI projects.

Barry1601

US drafts rule requiring licenses for AI chip exports worldwide. $NVDA $AMD

Crocadilapig

AMD PLTR SOFI ASTS RKLB the only 5 I currently believe in

ThouOne

Can we pump AMD to $215 so I don’t get banned, pretty please

fakehalo

I don't own MSFT, just has a reasonable valuation. My opinion on AMD is solely on valuation, and I suspect it would draw down more than MSFT if we go into a bear market. I was lucky enough to open my AMD spread at the top, so we'll see if my greed gets the best of me heh. My primary holdings are index funds, I do put spread LEAPS as a hedge.

Turtletwoshells

AMD trying so hard to fight SPY

punter112

I completely disagree with you. MSFT is failing on many fronts, has incompetent CEO , toxic work culture and their products are becoming worse year after year. Meanwhile AMD has a very competent CEO, delivers awesome products a lot of players want to buy even though they are not locked into them. People disagree, that's why we have a market :)

Ill-Ad1603

AMD pls give me another +5%

Turtletwoshells

JFC thanks AMD

wilhelm96

AMD doing typical AMD stuff 🩸

Eldiablo2471

Are you sure about msft? I don't mean to be pessimistic it's just that their moral compass is so f up that I think customers will abandon ship soon. I agree with AMD though

aaron_dresden

That’s true that the number of cores is way higher for GPU’s. It’s why a lot of workloads moved over to GPU’s, from CPU’s, so your right there. I disagree on virtualisation however. What functionality you can access there is a lot more dependent on the hardware, as that’s much newer for GPU’s. High end Data Center GPU’s definitely have the full range of Virtualization you’d expect for carving up segments of the full power of the device for different workloads and to different machines. I was pretty quick with my reply so I did miss some key information regarding my point here that’s relevant for GPU vs CPU. The GPU demand is from ever growing models, they’re already built to maximize GPU concurrency and will fully utilize GPU’s. Of course at the data center level single requests won’t consume the hardware capacity they’re putting in, but the volume of use and with agentic workflows where a single request might end up with batches of sub requests, the demand scales to push hardware supply. Hence part of the reason for all the investment. But OP pointed to applications and tools made by the AI agents at the time of me writing that message as the new demand for CPU’s. Normals software like this doesn’t have scalable cpu demand in the same way as Agentic AI models. Running multiple tools and software concurrently is a solved problem for CPU’s and operating systems. Sure sometimes you might run just a DB or a server on a system alone, but historically software would underutilise CPU’s, which prompted the creation of solutions to slice up systems to present as multiple separate systems through virtualisation and containerisation to better utilise that capacity. I did some digging and found out what prompted OP to write this was a report over a week ago where Meta has made an in principal deal with AMD for $100 billion for new hardware to support Agentic workflows. This is heavily GPU, DPU and also directly purchasing next gen Epyc CPU’s. Lisa called out this is buying future capacity, and her doing that really is trying to create urgency to get more buyers in to improve her companies sales and margins. This demand won’t impact sales of other CPU’s because the Epyc CPU’s are on cutting edge nodes that say consumer CPU’s aren’t. It’s also questionable how real this demand is because it’s a similar in principal deal to the one made with OpenAI where they’ll purchase in tranches well into the future, and Meta has similar deals with the other major hardware providers Google, and Nvidia. It’s quite possible they’re just hedging.

notepad987

I have owned AMD since 2018. They have a deal with OpenAI and they have levels that when reached then OpenAI can buy AMD stock for 1 penny each. The levels are $300 to $600 in 4 years so it sounds like they are real confidante about the stock price going up and up. The upcoming SpaceX IPO - mid 2026 to late 2026 and they may some day spin out Starlink.

JuliusFIN

How the hell am I up 33% YTD when I’m mostly in semis then? I have avoided the very end of the value chain though, mostly buying things like AMD, MU, TSM, ASML etc.

BeginningSuspicious7

Exactly. Is very likely Intel and AMD will prioritise datacenter instead of PC opening the door to Qualcomm in this space. Qualcomm core business is smartphone where Intel and AMD have no presence at all. Therefore, all this is opportunity to Qualcomm not threat.

WolverineSouth2227

We must realize that AMD is tiny in proportion to Nvidia and therefore has the opportunity to grow rapidly. To grow by 50%/ year for the next 4 years will be easy in the current market. So high valuations take this into account. Remember the deal with open AI. A share price of $600 would be rewarded with 10% of the shares. So big things are possible, indeed, expected

hegorachi2

ASTS especially! I own it purely as speculation, I love the stock but i wouldnt go super heavy on it. AMD has a chance to be worth 400 soon regardless of valuation imo

MaterialGuy007

Chip AI. Only NVDA delivers! AMD has prod breadth but CEO Lisa Su tends to hype. In July 2025 said AI could top $500 bil in a few years - that’s 2027????? But AMD has product to back….Broadcom relies on scale/customers - pretty much like Indian tech support companies - model does not produce innovation 

neighborhood_spdrman

I personally would drop NVDA AMD and AMZN and just put that money into VOO. Or pick between AMD and AMZN if you want. NVDA already makes up the largest portion of VOO and you’re spreading yourself too thin by adding into all of them. Also maybe cut down to one or two spec stocks and focus in on what you truly believe in. Just my opinion tho.

fakehalo

I mean look at this thread, everyone is saying ASTS... no one seems to care about valuation going into a toppy market. AMD is obviously a more established company, but it's wildly overvalued too. MSFT isn't overvalued, but I would rather just buy QQQ and let it determine the winners and losers. I'm actually short AMD via a LEAPS put spread... and I didn't realize how much ASTS has run and I'm probably going to do the same with it now.

Serenaded

logically you'd say CPUs could have a pump, in reality AMD and INTC are the saddest bagholders on this website. I'm not sure the technicals as to why but I know it is what it is.

fakehalo

AMD and ASTS, I don't know how people look at these and think it's going to work out for them at these valuations. MSFT is reasonable.

duckbutter888

Amazon, Google, AMD, TSMC

douchebag_galore

I love AMD, I wish I could buy more, but if China invades Tawain that stock price is going all the way down to hell. I'll try to buy more once I know for certain that the Arizona TSMC facility is on par with the Taiwanese factory. I even bought stock in Intel in case that scenario plays out.

dont_downvote_SPECIL

Broadcom first-quarter AI revenue of $8.4 billion grew 106% from the previous year. That's faster than Nvidia's & AMD's growth rate so they're taking share.

andytobbles

AMD

zentraderx

Tesla and Nvidia are a special case. And then they are not. The banking system wants them to be what the sticker says but the investors (and fanbois) see it differently. So what do you do? Nothing. The market sorts itself out. We had this craze with AMD, MSFT and way back with CISCO. People don't learn or ride it to the moon.

Its-a-me-Giuseppe69

I think your thinking is spot on. The $330B market cap is scrawny compared to how much market share they’re gobbling up in a $12 trillion industry. AMD is one of the best deals out there imo.

Ill-Ad1603

AMD don’t rug tomorrow

Specialist_Fan5866

\* The "compiler" can barely compile "hello world": [https://github.com/anthropics/claudes-c-compiler/issues/1](https://github.com/anthropics/claudes-c-compiler/issues/1) \* Open models, such as minimax, qwen, and kimi are catching up to Claude. I've canceled my Claude subscription and am now using opencode + minimax, as it is a lot cheaper. \* Many of the models above can run locally. Yes, on expensive hardware, but the advent of cheaper SoCs with shared memory (like AMD Strix Halo or intel's upcoming partnership with nvidia for example) this is changing fast. I'm betting the future of LLM assisted coding is local.

TomKavees

If i recall correctly, Qualcomm doesn't offer any x86 processors, much less ones at data center level performance per watt parameters. They might get some wins for the ARM-based offering and markets like mobile phones, but that's probably not going to be anywhere near the scale of what AMD/Intel will see And besides, CPU alone does not make a computer - the RAM market is already screwed up

PSitsaJoKe

AMD

Hermy00

AMD

billocity

Glad to see the Nutanix partnership with AMD. That will be some great tailwinds for both companies.

260496

At these prices? MSFT, AMD, ASTS

Disastrous_Rent_6500

AMD at these prices

Caughtx

wym AMD is up 6% today, MSFT is about to go red lmfao

Sweaty_Platypus69

Micro-slop is now the new AMD (Advance Money destroyer)

le_pedal

Never been more clear to me that AMD is going to absolutely pump like crazy this year

MuchSuccess

AMD trend reversal. CPU shortage inbound and Meta deal finally being recognized. Expect $250 by end of quarter

Yul_B_Alwright

AMD puts. LETS GO GAMBLING!!

MrLebouwski

AMD is just fucking with me at this point. Missed 15k gain today FUCK OFF

zurijer

AMD puts about to eat

sylphvanas

Just like that, I got bailed out the second week in a row on AMD. Still sold too early 😭

sylphvanas

Are you seeing AMD today? Lol

Aggravating_Sir_4709

AMD moves up more on no news than it does actual earnings.

Unusual_Principle536

!banbet AMD 185 2d

Turtletwoshells

Now SPY fuckign with AMD smh

MrLebouwski

Sold my $200 AMD calls at 192. FUCK MY LIFE I could fucking cry rn

Efthimis

I'm certainly no expert either, but I thnk they are undervalued based on their financials, and they are going to launch a new chip, which is expected to give them quite the boost by the end of 2026. We always talk about the insane CapEx of the Mag7, and AMD is one of the companies that gets a share of that, but it hasn't yet seen the explosive growth that NVDA has seen for example. I could be wrong of course, but I think there are some solid reasons why it's forecasted to reach 250+ in the future.

StunningAlternative2

No clue. I decided buy ETF only going forward, but could not help myself yesterday so increased AMD, ETN and entered BWXT and ADI. These are not outside of my ETF focus, but rather overweighting these companies in them. I did Netflix too just for fun as taught what ever happens, it will raise when decision clear.

Efthimis

Intuit got massively sold off due to AI fearmongering, I think it's a good time to go in. Also, AMD, I just can't see a future where AMD doesn't rise, they have super solid fundamentals to be this low imo.

GanacheNegative1988

Market Cap wise, Nvidia sure, it's way larger. But how much larger is it when you think about product lines and market segment diversity? They just make GPUs and some supporting networking. That networking revenue was bolster by their near monopoly with ML/AI accelerator GPU usecase, but that is about to shatter. Jensen did try to get ahead by launching spectrumX Ethernet switches to help stay relevant as the entire data center industry has said they prefer to maintain go forward with ethernet, but now they face competition they didn't have before and AMD will quick take significant stake of the fast growing total GPU/DC TAM. AMD has an extremely stong platform with MI450 and their absolutely superiority in CPUs that thanks to agentic workflows are now at a 50/50 split of planned DC deployment in the large hyperscalers. I don't see Nvidia as a larger company. They are just a fad in my eyes and a huge risk for revenue reduction as their margins shrink and their monopoly is done.

GanacheNegative1988

The OP asked why the price is objectively underpriced. What you're saying is likely what many believe and how they look at AMD. Yet it's a fundamental misunderstanding of AMD. First, if you want to characterize AMDs AI initiative as copying Nvidia, your only focused on the razor thin veneer that there is at least a 1T TAM to be addressed and Nvidia will attract competition into that space. But in no way is AMD just copying Nvidia efforts. Don't even try to call ROCm a copy of CUDA. Beyond the public API used their is nothing that is a copy. The hardware is architecturally extremely different and in fact more advanced and capable. We continue to see model performance excel with optimizations on MI300X GPU and out outperforming B200 chips. What AMD has been doing is taking a far more argers process of working completely Open Source and industry wide friendly. The end game is to have options that can work broadly with different hardware system topographies, vendors and meet a much broader array of solution needs. This expanded scope took longer to bring to market initially, while Nvidia found one short cut after another to nude it's overall architectural design concepts ( monolithic based design) forward and capitalize on having short term first to market monopoly advantage. But this advantage is running out of time. AMD is on the precipice of providing full rack scale systems via Helios that will quickly grab significant market share from Nvidia, well before Nvidia can secure enough of a food hold ensure lasting dominance the way Intel had. I believe AMD should match Nvidia's DC market share well before 2030 and 2028 with MI500 may be where they land even before AMD pulls ahead. Why AMD will pull ahead you ask... AI is not just a GPU game. It's full heterogeneous architecture. Even Jensen is saying this as he tries to convince you their ARM based CPU chips are going to carry them. Buy those chips are trash compared to EPYCs, chips that Intel can not touch, yet Jensen want you believe they can tweek off the shovel designs from ARM enough to handle the deterministic needs in agentic MoE type workloads better than the monster CPUs AMD keep improving upon. It's really admirable to see how well he sell that line, but it will only buy him so much time at the top. AMD is a company that keeps their head down and works hard at the plan, and its not a new, borrowed or rushed plan. This is the heterogeneous roadmap Mark Pappermaster was talking about over 10 years ago... Slowly and significantly made real, step by step, win by win.

Ill-Ad1603

AMD will have my babies

andytobbles

After all this is over you’ll see 300+ by May-June in my opinion. AMD literally just locked another 100B deal with someone who actually has the money to back it up. Those deals all have share price incentives in them. Trust me it’s a sure thing.

Ill-Ad1603

AMD so fucking manipulated

Leather-Wasabi7389

NVDA, AMD, Micron, oracle and Broadcom seem to be dipping by a few percent right now. It could very well be true [https://finance.yahoo.com/quote/NVDA/](https://finance.yahoo.com/quote/NVDA/) [https://finance.yahoo.com/quote/AMD/](https://finance.yahoo.com/quote/AMD/) [https://finance.yahoo.com/quote/MU/](https://finance.yahoo.com/quote/MU/) [https://finance.yahoo.com/quote/ORCL/](https://finance.yahoo.com/quote/ORCL/) [https://finance.yahoo.com/quote/AVGO/](https://finance.yahoo.com/quote/AVGO/)

gamersEmpire

AMD is more of a shares thing than calls tbh, or LEAPS if you got big balls

notepad987

April 2026 is a long way off so invest the money in another stock and you will probably make back what you owe. Try AMD (read up on the openai deal) then SpaceX when the IPO is available sometime later this year (mid summer to end of year).

Ok-Issue-6649

AMD a good buy now ?

Glittering_Water3645

Interresting! Hopefully it works out great for you going forward. I have similar returns for the passing year after buying the dip heavily in AMD (below 100$) and alphabet (below 160$) during the spring last year based on the metrics I look for which I mentioned earlier. Different mindsets and strategies could both yield good returns and overperform the indicies.

aaron_dresden

Yes and I explained one reason why Lisa Su is getting strong demand for CPU’s. AMD is also the winner for best gaming CPU’s. Again I did and you pointed out potential winners of this include Intel, I’m explaining a general shift in the market for CPU’s. I’d also point out applications created by agentic workflows don’t need cutting edge CPU’s. They can run on lower end nodes just fine.

Wonderful-Sail-1126

>But to create more cpu demand there needs to be a shortage of places to run apps. This is exactly what AMD and Intel are indicating. Did you not read the original post? We're in the early stages of an upcoming CPU shortage.

barbpatch

All it took was me buying some AMD for it to fall into the 180s, ur welcome for the sale

10kto0challenge

!banbet AMD 1d 200

Maleficent-Piano-726

Go crazy on AMD, ANET AND WM Only buy under AMD under $190(on dips) and ANET under $125

SnackyMcGeeeeeeeee

I just quadrupled down to bring my cost average down, im holding like 15k in AMD and 3k in NVDA rn tho, kinda scared lol 😆 I keep fucking doing this shit doubling down shit

SnackyMcGeeeeeeeee

Im down 60% on my AMD calls with 200+ days exp 😭

Zestyclose_Factor837

Damn I stupidly bought AMD leaps on todays market open and even though it recovered the stock itself my leap is still red.. any advice on how to compare IV of it relative to historical. People say if you go at the .20 more than a year out it behaves like the stock and shouldn’t be much issue 

1M-to-Zero

Wow, AMD, they have been holding it not to breakdown below.

BD_PAPA_SMURF

Short AMD would be the easiest risk off play

fuf3d

Yeah the AMD calls are a source of pain for me at present. MSFT and META are valuable still, idk how given the environment.

Top_Category_2526

AMD is like a crazy girl, you get 11 seconds of pleasure and then 6 to 18 months of depression

Mathguy200

I need AMD to strike another deal and get me to $205 tomorrow

thereal_horatio

Haha same except for me it was AMD at $5 about 10 year ago or more

zion-messenger

The Future is AI... waaaaayyyyyy more AI than the financial analysts think we'll need. on the 90s, we have to build software thinking about how much memory it would use. Nowadays developers don't even know how much RAM their applications uses. Today AI Tokens are expensive, on the near future all applications will use AI at their Core, for integration, for UX, for Processes... all. NVDA, AMD, MSFT, CRWV etc... all cheap compared to what the world will need from them

Consistent-Tank7654

!banbet AMD 1d 188

ThouOne

Is there a worst stock than AMD?

andytobbles

AMD 2028 $400 calls here LMAO

Mathguy200

AMD $200 pls

ThouOne

Someone tell AMD it can pump, no one will touch it