AMD

Desperate_Main7391

AMD

Cav829

I mean, if the market wants to keep acting this regarded, I already got mine and the money I already have in would let me retire early lmao. But I'm also pretty realistic about it being probably a big huge bubble, so I've also got my cash reserve. Like it's basically just pumping until the people realize the same issue with trying to run just on Semis and the essentially what amounts to accounting "illusions" that fucked the market over back in 99/00. I mean who here is buying Wal-Mart and Costco at those valuatoins after getting drunk on MU and AMD profits the last 2 months.

Common-Persimmon7357

Why isn't there an AMD option? This is a great product

Specific-Path3179

Seriously, people are always whining about how they bought AMD or NVIDIA when they were $2, or buying during COVID. Here's your chance to do it.

Wonko-D-Sane

Define "Evil" If you want fru-fru togetherness underdog... AMD, maybe... and the CEO is a woman so you you'd be an asshole to throw her in with the Elons and the Zucks and the Altmans, but they all would love to get their hands on that sweet sweet zen

RealisticOkra6567

If AMD can please reclaim 500

Clean_Plantain_7403

I’ll never forgive myself for thinking AMD will never turn around… never say never I guess

ilovetheshowlost

Is AMD still worth buying now? Or is it too late?

Suitable-You-2045

I bought AMD 2$ and sold ofc with smallest profit possible

thedeadcricket

I owned 1000 shares of AMD and rode it from $10 to $20 and sold it because I needed to replace my windows....if I held I would no longer have a house payment...

gym_fun

You can watch the sentiment on X there bro. They don’t buy indices. They already bought Intel, AMD, MU, TSM and many others at a relatively low entry, while US investors screaming about bubblessssss. Chinese and Hong Kong markets are good for traders who want to play hard mode in a policy-driven environment. To earn money in easy mode, investing in the US stock market is no brainer.

Saeonic

!Banbet AMD 450 2d

hoopaholik91

I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.

iamatoad_ama

AMD, MU, Sandisk, TSM. Any of these still a good buy?

macNy

Yeah, I'm up 100% now lol And there's still room to grow with AMD, I believe they're just getting started really

Dude_HaHa

# Orenthal James sold all his stake in NVDA and AMD.

MartinEdge42

the tax math matters but SOXL specifically changes it, its 3x leveraged so it decays and swings way harder than AMD does. holding a leveraged ETF an extra few months just to hit long term rates is a real risk, it can give the gains back fast. id weight getting out of the SOXL more heavily than the AMD shares. dont let the tax tail wag the dog if the only thesis is it went up and you feel lucky

HeavensRejected

AMD was at 10-something when they annouced the Ryzen lineup, wasn't a hail mary bet back then. If depots here in Switzerland weren't as expensive back then I would've dropped some on it.

funeralbot

Yes and no. Intel started making GPUs a while back. Looks like AMD and Intel will hold the market. Also the Chinese GPU line should be starting next year sometime

mhkwar56

I would say society tends to overestimate the immediacy of the impact and guesses wrong as to exactly how new technology will impact things, but to imply that the long-term impacts of the historical booms were overestimated is just flat out wrong in my opinion. Railroads, automotive, internet and telecom, etc. - all of these technologies have more than earned their initial investments on the whole. The productivity gains for society have been outrageous, and AI will be no different. One can argue about whether Company X or Y will win, but the productivity gain for society will be justified in 10+ years, and companies like AMD and NVDA will still be powering it and making a ton of money doing it.

shasta747

Use them as margin and buy leaps on good stonks like AMD/MU on red days

SteakEater137

Companies like MSFT and META - price down due to risks of unsustainably high long term CapEx spending Companies like MU and AMD - parabolic price up due to sustainably high long term CapEx spending Nothing to see here folks

aliensayshi

NBIS, AMD - no other time to get in than now for a short/long-term win

noiserr

AMD is the frontier customer. First to 2nm. It's the only HPC customer using that node. TSMC is literally building fabs just for them. They can have all the capacity they need, and nobody builds capacity like TSMC.

Invest0rnoob1

AMD can’t even make enough CPUs compared to Intel

Delubyo06

Wait until AMD goes down to $250 then come here again to ask if you need to sell

Old-Wash-3193

How can one lose money on $AMD?

SaraBrew4

Coordinated dump on AMD at my expense. Everything I put into my Robinhood account vanishes, I'm at 3 heavy losses in a row fml

Thetatterer

NVDA entering the fight ring with AMD & INTEL with standalone server CPU 🤼‍♂️

West-Dragonfly-223

Right before AMD shot up, i sold AMD 300 calls for jan 27. Bought them for 10k. Last time i looked, they were worth 200k. I have had suicidal thought since then.

Imgoin2brich

Sp500 is tracking way way way too close to AMD and MU Its coming down soon. Just wait.

randomshitfromphone

I have 40K invested in CRM what should i do. Should i bulk exit and invest in companies like MU / AMD / GEV ? I dont think Saas companies are going to do any good in next 2-3 years also anthropic will kill there business some or other day

Cav829

Nvidia dumps because we want to get even more speculative with Semis. Then AMD and the memory stocks dump so we can get even more speculative. Time to all in Quantum so this market can reach the apex of reegardation.

Background_Copy3991

Nvda and tsmc goes up first. Then the software and platform creators like Microsoft, meta, Google and so on… Then the components suppliers as micron and Samsung. Then the other hardware manufacturers like intc and AMD. What next? The raw material suppliers, or maybe the software creators again to repeat the cycle?

Entity1804

AMD

ThunderBobMajerle

Thanks I picked up soxx on the dip this morning. So much nvda already in my spy holdings I liked the MU and AMD heavy portfolio of soxx.

I11IIlll1IIllIlIlll1

Tfw I sold my AMD at 500 and bought Corsair

Specialist_Exam_8433

Real rug pull will come after the "deal" is signed. AMD 800 billion valuation on 11 billion quarterly revenue 🤡🤡🤡. AMD is not NVDA.

TheGraeme95

Am I an idiot for wanting to maybe get out of AMD shares here?

DrSpaceman575

Sold everything last week for a $50k profit. Had to sell anyway because we were buying house. I’m at a car dealership now and the sales guy brought up Sandisk and AMD, saying he’s want to move from sports betting to buying stocks.

GrossFleshSack

Imagine being an NVDA maxi the last couple months and watching AMD and micron 3x while you are flat. Poor NVDA maxis.

Clorox_fumes

Well I sold 50% of my AMD shares at 500 yesterday. My plan is to re-buy and compund profit. But idk if it will work.

betarhoalphadelta

The tax implications are **always** worth thinking about. But think about it this way... Let's assume you're single, and you're in the 24% marginal tax bracket (basically between $100-200K of AGI). Short term gains will be taxed 24%. Long term taxed 15%. So let's say you own 100 shares of AMD. We'll say you bought at the April 1 close of 210.21. Today the stock sits at 493.92. So you have $28,371 in capital gains. If you sell right now, you pay $6,809 in CGT. If you wait until Apr 2, 2027 **and the stock hasn't moved**, you pay 4,255 in CGT. The difference between these two numbers is $2554. That's the amount that you're risking to "gain" (i.e. not pay in taxes) by waiting until Apr 2, 2027. But the stock is volatile. Let's say the stock drops 10% next month. So instead of 493.21, it's at 443.89. With your 100 shares, you've just lost $4,932, or nearly double the value of what you stood to gain by waiting to sell. Oh, and if you sell in a month, you're still short term. By losing almost 5 grand, you've "saved" $1,184 in taxes, but the value of what you've lost even accounting for reducing tax paid is still greater than $2554. So as with anything, you need to think about the timing. If you bought that AMD stock in June 2025, and you're within a month from those gains going LT, and you think the stock won't move THAT much in the next month? Maybe hang on to it. If you bought that AMD stock in Apr 2026 and your thesis on the stock is that it's more likely to fall than gain by next spring? Sell it and take the tax hit. But don't ride a stock into the ground to avoid paying short term capital gains. If you think the stock is going to drop significantly, you'll lose more in share price drop than you'll "gain" in tax savings.

Hot_World4305

No doubt! MU=NVDA CRSR=AMD

TheGraeme95

stop pretending AMD

ebitdasga

wtf happened between premarket and now? Weren’t AMD and MU massively green?

Primary-Nebula-8907

AMD

Status-Net2947

If AMD falls sub 450 im full porting it

AustinStain1

$AMD

b1mm3rl1f3

RKLB, AMD and MU is all you need for the next year, even at these levels

aliensayshi

AMD, a time to buy!!!

LankyArtist359

God AMD has regarded strength

veryveryuniquename5

AMD is amazing LMAO 🤌

crispycreasy

How I felt just selling my AMD calls at a 70% loss. Been plaguing me for weeks I just wanted them gone

trackdaybruh

For consumer market, I can see memory prices falling But for AI datacenters based in the western countries? No. If western AI datacenters want to do business with the US federal government, it can’t use Chinese chips. Which means the large AI companies like Nvidia, AMD, Google TPU, Amazon, and etc. will not buy any Chinese NAND or DRAM and incorporate them into their datacenters.

Fhyzikz

Lol NVDA at p/e 32? SELL IT ALL AMD at p/e 160? PUMP IT BUY IT ALL

Fhyzikz

AMD has some of the most retarded strength I've ever seen. It's unshortable

veryveryuniquename5

AMD V right on schedule. FUCK YOU BERS- give me my 25k back LMAO 🤌

veryveryuniquename5

AMD will V LMAO 🤌

GrossFleshSack

NVDA, NBIS, PLTR calls, AMD puts. I picked all the laggers to be bullish on and picked the runner to be bearish on. Let's see how it plays out. I am not playing the trend like I said I would, but let's see if we get a trend reversal today or soon.

SelfLess3762

show your AMD gains lets see it

veryveryuniquename5

execute these bers HOLY SHIT dont let them touch AMD like this LMAO 🤌

ThorsMallet

I bought AMD at 6.30 USD/share after reading a post on wallstreetbets. Too bad I only bought 10 shares.

Arlenter

AMD's Revenue doubled from 2022 to 2026 ($23B to projected $48B this year) And their Earnings are up like 70% from LAST year Combined with the forward looking projections of substantial increase in demand over the NEXT 2-4 years...

Ashes1984

It depends on the type of trader you are. Almost all of the early birds burn money. Look at all the history of FAANGs. Same goes with Nvda, AMD.

ConclusionEven6917

Anyone see a headline about uber mentioning that they are not seeing yield from their AI investments? Even if that’s true, that’s the type of information that companies are definitely refraining from stating out loud because everyone knows that this house of cards is only being held up by the idea that AI will completely revolutionize everything. Realistically, market is pricing in the best of both worlds where not only does capex investment into companies like AMD continue forever (hence the massive rerating and multiple expansion on those companies) but also that the large hyperscalers who are spending the capex will profit. One has to give if not both, as in if capex at this level is truly necessary then cash flow of the tech giants is heavily impacted and thus cost of growth for those companies is now way more expensive and multiples need to be reduced. On the other hand, if capex is expected to slow or stop at some point then you’re indicating to a future where all the hardware names that have tripled or more in price no longer see the demand they see today not only hurting their top line but definitely hitting their bottom line as shortage is no longer a lever to control price. It might take a long time for this to rebalance because current market is not minding fundamentals but eventually that is the reality that will come to bear

awetfartruinedmylife

“Come back amd say” Did you say AMD? Got it

CaregiverRelevant502

Here: [https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd-and-meta-announce-expanded-strategic-partnersh.html](https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd-and-meta-announce-expanded-strategic-partnersh.html) " As part of the agreement, to further align strategic interests, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved. The first tranche vests with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to 6 gigawatts. Vesting is further tied to AMD achieving certain stock price thresholds and exercise is tied to Meta achieving key technical and commercial milestones."

hmm_interestingg

OK yeah just seen the AMD candle! That particular stock is detached.

TemporaryInflation8

Either you are insanely lucky (GMEEEE) or you have to be born rich. Trust me, I 10-25 bagged all the memes and it amounted to jack shit. Had I just put it into NVDA, AMD, MU, I could have been retired. That's the game man. Get lucky or be rich already. As they say, "It takes money to make money."

vizio1989

you cant tell me MU/dram is THE major bottleneck cuz NVDA chips cant run at max efficiency and not have a huge AMD/intel/nvda sell off. its ridiculous you cant have it both ways. so we've reached peak NVDA/AMD/intc by your regarded takes?? supply coming back late 2027, MU will die off way before that. mkts are forward looking and prices this shit in much earlier than anyone expects. for fucks sake we priced in a nuclear war and worst oil shock in history and that shit is still closed.

Level10Retard

Uhm, it might sound crazy, but what about buying AMD then?

Tasty-Coyote-9899

Should I take profits on my original investment of MU and AMD and let the rest ride? Im up 100%. TYFYATTM.

gamersEmpire

Im heavily invested in both AMD and AMZN, best of both worlds although im very skeptical of MSFT and their huge stake in OpenAI i chose not to invest in it, best of luck regard 🫡

CaregiverRelevant502

100% I own both AMZN and MSFT for this reasons. It just felt like people are sleeping on the free $100B that META will get when AMD reached 600.

Li-Hongzi

There is no reason to even invest in NVDA anymore it can barely maintain 200 while AMD is at 500, and MU is almost 1000

LimitFew6255

Yeah this is the part I think people are sleeping on with META. Everyone’s crying about “capex bad” while Zuck is basically locking in the shovel suppliers for the gold rush on sweetheart terms and turning opex into future moat. If AMD deals are structured anything like their other LT infra stuff, META is gonna look insanely cheap in hindsight once that spend flips to margin expansion instead of “costs.”

cock_pussy

TLDR for Regards: I should have buy AMD

Fhyzikz

Awww AMD not up another 5% today? Running out of steam? What a disgusting fat pig

Total_Schedule591

AMD dumping

Jazzlike-Check9040

AMD was never a gamble lol

TALLBRANDONDOTCOM

I remember buying AMD at around 30$ and then selling at 60 maybe? Why did I sell, because I was up 2000$ and wanted to look cool trading in front of my coworker lol. I was maybe 27 at the time..

chronicship

I live in a third-world country, so my income is low. I got 8 shares of AMD and 5 shares of Google at $130 and $190, respectively. Had high conviction but no money.

Endle55torture

Not as bad as me selling 150 shares of AMD back in 2012 because my GF (now wife) wanted to go on vacation..... yep

Bluecoregamming

ARM, INTC, AMD, SNDK, MRVL, STX, and MU are/were my holdings, and I am down big, down 90% ytd. My issue is just buying weeklies because I'm a degenerate gambler with an actual addition. My gains will be 200-500% a week, but none of that matters if it only takes one week to completely wipe you out. Like two weeks ago I basically went to zero and had to redeposit so I'm currently missing out on this ongoing leg up while my deposit clears. And I'm sure the run will be over by the time it does, yet we move forward anyway

PMmeuroneweirdtrick

Same thoughts here but they're small positions for me so not bad. MU RKLB AMD VRT have saved the day for me and I'm up on VOO by bout 10%

Dramatic_Coast_6391

Elf , Celsius , robinhood, saas stocks, Meta, and AMD

claytondpark

ARM, MU, AMD, SNDK, MRVL, LRXC, INTC = The new MAG7

JZ4012

new NVDA holders must feel like the dude sitting in the cuck chair watching AMD and MU skyrocket lmao

moneyful

The top is AMD 1 trillion market cap

Professional-Law4839

https://preview.redd.it/hqmujrdm6o3h1.jpeg?width=1284&format=pjpg&auto=webp&s=f78039e0f40f59d24ff4ad309d75f94c4d7e085d Looks like the sky’s the limit with AMD at the moment anyway…👍

ybnesman3223

Go with your gut boys Or better yet only remember the times your gut was right. Like the time you talked yourself out of MU and AMD shares years ago

Dongkey_kong

So glad I’m selling my AMD shares for 500

mememan212

AMD to 700

moosewithamuffin

AMD to 600 by 4pm

ClueLessWits

i think we're gonna roll pretty hard for the next few months at the very least, and then dip, and then resume bull run in SNDK, AMD, MU, and space shit. People are cycling out of NVDA and Meta for these gains. Are you seeing the big buys? That's big money. Ride that wave. Let big dick money pay for your next vacay, that's my bet. I'm not here to get rich, I'm here to cash out once I have enough moolah for a nice summer vacation.

imonkaS

Space and AI stocks pump once again! pump pump pump! AMD to 1T market cap

Chango_unchaind

I said it before, AMD moves more on non-earnings than on earnings days

Severe-Selection-256

Everyday I’m like MU? SNDK? Or AMD? And I end up not fkng with any.. all because of you WSB fks 

BoatyCreature

I have a 1 AMD and iv made 20 bucks off of it and im happy cause it was my first ever stock