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Reddit Posts

r/wallstreetbetsSee Post

Celestica is Celestial

r/wallstreetbetsSee Post

AMD- big earnings coming.

r/wallstreetbetsSee Post

So are we all just gambling on AMD tomorrow

r/wallstreetbetsSee Post

is AMD valid tomorrow?

r/wallstreetbetsSee Post

Nice

r/stocksSee Post

Price jacked up after hours crashes during trading pattern?

r/wallstreetbetsSee Post

What are we thinking about AMD for eerrrrmingsss

r/wallstreetbetsSee Post

Looking to to all in but which one is a "safer" play. AMD vs Msft

r/wallstreetbetsSee Post

AMD 1400 PE ratio sustainable?

r/wallstreetbetsSee Post

AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...

r/wallstreetbetsSee Post

AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma

r/wallstreetbetsSee Post

AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?

r/wallstreetbetsSee Post

Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer

r/wallstreetbetsSee Post

All in on AMD

r/wallstreetbetsSee Post

AMD - Elon Musk

r/stocksSee Post

Oh, the mistakes I’ve made!

r/pennystocksSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/wallstreetbetsSee Post

Earnings & economic calendar

r/wallstreetbetsSee Post

AMD - To The Clucking Stratosphere

r/wallstreetbetsSee Post

Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls

r/wallstreetbetsSee Post

Who’s ready to burn their life savings this week

r/wallstreetbetsSee Post

AMD - 200 or bust? What 1-30-2024 to watch for...

r/wallstreetbetsSee Post

Which stocks should I consider investing in?

r/wallstreetbetsSee Post

Any advice on what to YOLO on this week?

r/optionsSee Post

Trying Butterfly Strategy

r/wallstreetbetsSee Post

BIG WEEK AHEAD

r/wallstreetbetsSee Post

Load up on NVIDIA && AMD CALLS Bros!!

r/wallstreetbetsOGsSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallstreetbetsnewSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallStreetbetsELITESee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/wallstreetbetsSee Post

AMD Calls

r/wallstreetbetsSee Post

AMD PE Ratio

r/optionsSee Post

Option strategy on AMD and META

r/wallstreetbetsSee Post

AMD's new MI300x vs the field, plus future projections.

r/wallstreetbetsSee Post

Im dead inside, but TGIF

r/wallstreetbetsSee Post

AMD Call

r/optionsSee Post

Theta Decay

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GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?

r/stocksSee Post

Low risk Semis

r/investingSee Post

Low risk Semi - conductor/s

r/wallstreetbetsSee Post

Fk u AMD

r/wallstreetbetsSee Post

Strangely the US wants to Intel to succeed but their price does not look that way

r/wallstreetbetsSee Post

Who’s buying MSFT & AMD calls for earnings?

r/wallstreetbetsSee Post

Bullish on NVDA after Intel Guidance

r/optionsSee Post

Should I sell my long AMD calls before earnings?

r/stocksSee Post

Intel stock sinks as early 2024 outlook comes up short

r/optionsSee Post

First time buying an option - need help understanding

r/wallstreetbetsSee Post

AMD earning call 1/30

r/stocksSee Post

Intel vs AMD; CPU 3D Cache physics theory

r/wallstreetbetsSee Post

Intel vs AMD; CPU 3D Cache physics theory

r/wallstreetbetsSee Post

$3000 -> $60,000 🔥🔥

r/stocksSee Post

Should I hold onto TSLA or cut my losses and diversify?

r/wallstreetbetsSee Post

$2,900> $173,000

r/wallstreetbetsSee Post

$TSLA dip buy

r/wallstreetbetsSee Post

AMD 🔝

r/wallstreetbetsSee Post

“Bringing YOLOs back”

r/wallstreetbetsSee Post

AMD- testing weekly regression with strong greens recently.

r/wallstreetbetsSee Post

I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account

r/wallstreetbetsSee Post

AMD $200 call 1/26 worth it?

r/wallstreetbetsSee Post

I believe them puts on NVDA and AMD I guess?

r/optionsSee Post

Best single day

r/stocksSee Post

Investing in usd stocks/taxation canada

r/wallstreetbetsSee Post

KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI

r/wallstreetbetsSee Post

Is a career at AMD even worth it??

r/stocksSee Post

Knowing when to pull out

r/wallstreetbetsSee Post

Best. Day. Ever.

r/investingSee Post

Any reason why I shouldn’t invest in TSM given its current price?

r/wallstreetbetsSee Post

Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?

r/wallstreetbetsSee Post

Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.

r/investingSee Post

Made My First Investment At 20.

r/optionsSee Post

CSP for 10-11 Months Total Return ?

r/wallstreetbetsSee Post

One of my AMD calls that I haven't sold yet

r/wallstreetbetsSee Post

Am I doing options right?

r/wallstreetbetsSee Post

$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd

r/wallstreetbetsSee Post

Bullish on $AMD (Long-term)

r/wallstreetbetsSee Post

Is AMD a good buy?

r/wallstreetbetsSee Post

$600→$1700

r/stocksSee Post

Some AMD vs Intel CPU 3D cache design theory

r/wallstreetbetsSee Post

My recent AMD vs INTC insight + 69% in 2 days

r/wallstreetbetsSee Post

Part two- been practicing option trading (80 % success rate)

r/optionsSee Post

Niche ETF Option Arb Strategy

r/optionsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)

r/stocksSee Post

TSLA Unloading

r/wallstreetbetsSee Post

PART 2 Been practicing option trading for a year

r/wallstreetbetsSee Post

AMD round 2 tomorrow lol

r/wallstreetbetsSee Post

ASML Sympathy Play/ ER Gambol

r/optionsSee Post

Optimal Exit on AMD Jan26 175C?

r/optionsSee Post

AMD $172.5 Jan 26 Call

r/wallstreetbetsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

r/wallstreetbetsSee Post

AMD stock. Buy or no

r/optionsSee Post

$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)

r/wallstreetbetsSee Post

AMD: All My Dinero. It's either Dinner or no Dinner

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Sucks to hold AMD!

r/stocksSee Post

AMD Ava Hahn Stock Slide

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Fess Up, who ate it on AMD today?

r/wallstreetbetsSee Post

$AMD buy the dip

r/wallstreetbetsSee Post

$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD

Mentions

This feels like one of those overreactions the market has every time a big company misses earnings. Oracle slipping doesn’t suddenly change the long term outlook for Nvidia or AMD. It just spooks people for a day because everything in AI is so tightly linked right now. Once the panic settles, people will remember that demand for GPUs hasn’t magically disappeared. This is just the usual noise we get near the end of the year.

Mentions:#AMD

The big tech are all getting annaled for the past 1 month.. NVDA = -8% AMD= -10% MSFT= -5.5% PLTR = -4% Only Googl, AVGO are doing decently well. Meanwhile my calls.... - (x2) of the above.. what a clown show lol

Woke up to check my AMD and saw that red, yup that tracks. 

Mentions:#AMD

Bullish on all datacenters. Genesis project was the pivotal moment for all hands on deck approach. All winners. $ORCL $NVDA $TSM $NBIS $IREN $CRWV $GOOGL $MSFT $META $APLD $AMD $AMZN

AMD been getting dragged last few days

Mentions:#AMD

Why is my AMD down 3% 😔 OpenAI gotta IPO to reduce fears

Mentions:#AMD

That's the current situation: QE is back Lower rates 6-7% budget deficit (insane fiscal stimulus) Oil $57 very low and seems like might go even lower Dollar downtrending (good for stocks as about 40% of S&P 500 revenues come from abroad) AI boosting productivity Can't get much better than this. Perfect goldilocks setup. UP only. Best risk/reward plays as of now for 2026 imo: NFLX, UBER - dipped bigly meanwhile profits and margins hitting ATH META 22 forward PE(by far cheapest mag7 stock) + will have lower tax rate coz of their recent one off tax charge. AMZN profits and margins hitting ATH stock only up 3% YTD, should catch up in 2026. NVDA - projected net income of 175 billion, 24 forward PE, they will announce bigger buybacks again. Should see 1 more leg up to 240s 250s and it will be time to sell as they will start to lose market share slowly. Other great, profitable, fast growing stocks to buy dips in if market allows: HOOD, APP, RDDT - you can buy any 10-15-20% dips with closed eyes AMD (if dips to 170-180s) What else would you suggest?

Bro, why not some serious stock like Google, Nvidia, AMD, heck even Intel since Donny drove USA in it, RKLB, ASTS, AAPL, something.

Can people stop touching AMD in the bad way?

Mentions:#AMD

Best we can do is red, judging by the value of my AMD and Google positions.

Mentions:#AMD

Do you think Nvidia has more profit than the entire big pharma industry? Why doo you think one company that designs these chips is worth more than the entire pharmaceutical industry? Also another question. Nvidia is just one part of the supply chain for GPUs. ASML is required to create machines used by TSMC that produces the chips designed by NVIDIA/AMD. Why does Nvidia have 12 times the market cap of ASML? Why does it have 3.5 times the market cap of TSMC?

Mentions:#ASML#AMD

https://preview.redd.it/ztdjsp17xi6g1.jpeg?width=1080&format=pjpg&auto=webp&s=a3c1050534d91faa362d68a473a26ac01b457234 Look AMD calls are basically free now! It's over for AI!

Mentions:#AMD

Currently at 10:40pm PST, is down META: -1.42% in comparison: Amzn: -1.38% NVDA: -2.08% GOOGL: -1.00% MSFT: -1.22% ASTS: -2.01% AMD: -2.14% AVGO: -1.71% ORCL: -11.85% So yeah every other stock is not down less. Everything is down, and I suspect ORCLs earnings and guidance were made what made the tech sector shit the bed

Meta, Amazon, $AMD Honorable mentions.. Nvidia, elf, celh, ttd, rezolve ai, estee lauder, nike, paypal, adobe, coreweave

Mentions:#AMD

I swear I was living my best life in the Kool-Aid stocks. AMD, Google, ASTS etc, just vibing. Then suddenly everyone starts worshipping IREN and NBIS like they’re the holy grail. They’re making deals with Microsoft and Meta so I’m like, ‘aight bet,’ and hop on the hype train. ONE (1) DAY later Michael Burry respawns with a wild hypothesis about AI earnings being cooked because GPU depreciation is apparently a cosmic lie. Palantir immediately moons 9%, cooks Burry himself, he rage-quits and closes his fund… and the market still decides ‘yeah AI is fake actually’ and nosedives anyway. Meanwhile Google’s (the stock I obviously sold) out here announcing it’s the final boss of tech, flexing like crazy… and MY portfolio is falling faster than my mental stability. You literally cannot make this shit up.

Oracle: “ Fuck you two AMD_Guy, you ain’t Oracle_Guy, Bitch ass”

Mentions:#AMD

People, everything we can pump, has been to the NVDA, OKLO, CRWV, CRML, ORCL, and even AMD. think again, AMD?! The only stock you all have missed out is Campbell soup, it is a technology company!!!!! It has all the keywords, 3D printing, biotech, Artificial Ingredients,

Damn AMD is a straight line down in the overnight market

Mentions:#AMD

And AMD popped on oracle news and OpenAI, but OpenAI is losing to Gemini, and now Oracle is slipping. Smart money was also unloading leading up into ER. It was to be expected. Question is... will this lead into other tech sell offs as today 'hawkish' tone says economy is near danger. The market is largely propped up by key pillars like NVDA, while several others are rolling over. Julius de Kempenaer just talked about it on the 5th. Pretty interesting...

Mentions:#AMD#NVDA

AMD and NVDA are committing sepukku in overnight trading. Unless buyers step in tomorrow, it's looking really ugly out there.

Mentions:#AMD#NVDA

AMD did similar bullshit during their financial analyst day with the OpenAI deal. I can also promise you the fucking moon and a panda for 2030, it doesn't mean anything.

Mentions:#AMD

OpenAI went from being an asset to a liability. AMD making a blood pact with them was possibly the top.

Mentions:#AMD

They've lost 58% from ath of 345, in literally 3 months. If that's not moving like a meme stock, Idk what is. Holy fuck. And it's taking everyone down with it. On one hand it sucks cause I'm losing money on my AMD and nvda stocks, and some orcl earnings calls, but on the other hand I fucking hate evil corporations like orcl and pltr.

Mentions:#AMD

r/AMD_Stock and r/SupersStonk makes this place look like a mensa convention. Just a waterfall of baseless price targets being spewed as copium.

Mentions:#AMD

AMD and SHOP paid me today. Going to play with them again.

Mentions:#AMD#SHOP

Market was running on high smokes when Jensen was bullish on AI and striking deals left and right! Couldn’t contain its excitement Then AMD struck a deal with OpenAI and market started thinking hold up, this seems fishy and AI bubble talks just increased by a ton after that Now you need significantly bigger news to move. Market is getting bored with AI

Mentions:#AMD

Any popular earnings report get dumped regardless of the numbers. HOOD, SOFI, ORCL, NVDA, AMD. They can beat by 300,000,000% and the Wall Street Crooks are taking it down to wash retail, buying it up on that dip, then a month later after the options have been wiped, they allow it to run to where it should have on reporting date. Shits just like what happened with sports betting and professional sports.

You would think this would pump both AMD and NVDA AH, but nope

Mentions:#AMD#NVDA

AMD and NVDA starting to drop AH too because of ORCL, oh boy

8X yes . $AMD stock of year 2026. book it!

Mentions:#AMD

I just need a measly +4.5% on AMD

Mentions:#AMD

What other cheaper options tickers can benefit from good earnings from ORCL? lol. AMD and Coreweave

Mentions:#ORCL#AMD

SPY $800+ when AAPL, NFLX, NVDA, AMD, MSFT, META are all back to ATH’s.

In former times some of the points also applied to AMD aka the advanced money destroyer. Would be curious to reflect when was the turning point where one would know the company revives... Intel panther lake seems a great mobile chip Intel 18a is a reflection of panther lake They streamline the company and reduce the boilerplate CEO is hell well connected In 5 years there might be a point where everybody says 'why did I not look as it is instead of conclude based on past decisions of past management and culture'

Mentions:#AMD

What does INTC have going for them? GPUs are on the lower end, poor drivers and poor performance, cant use for AI. CPUs are their strong historically but AMD has stolen their cake in the last 5 years. AMD makes wildly more efficient CPUs that are much better for workstation/productivity tasks and also for gaming in the case of their X3D variants. Plus INTC 14th gen chips last year were a disaster as they degraded prematurely and burned up. So in short nobody who knows about tech buys INTC anymore, and it would have a foot and a half into bankrupcy had the government not stepped in and bailed them out.

Mentions:#INTC#AMD

add AMUU to that list, down 12% when AMD down 0.50%

Mentions:#AMUU#AMD

He also did the same with Meta, Palantir, Elf, Tesla, Nvidia, AMD, etc For every 1 stock he invested in that went bankrupt, there are 5 that I’m now sitting on 1000%+ gains.

Mentions:#AMD

I just got DP'ed by AMD and NVDA

Mentions:#AMD#NVDA

According to chat GPT: AMD is: • More open-source friendly • More trusted in national labs • Used more heavily in government supercomputers • Preferred for classified & sovereign compute Because Nvidia locked behind proprietary CUDA

Mentions:#AMD

AMD has around the same P/E

Mentions:#AMD

Same outcome when you compare them with AMD, Intel and so on

Mentions:#AMD

So, AMD put?

Mentions:#AMD

Come on AMD, you can do it - quick sprint to 250 EOD.

Mentions:#AMD

Don't panic. I fully expect Google to become a major player in AI cloud computing, but it will take a little while longer to ramp up. Fudzilla says: "Morgan Stanley reckons every 500,000 TPUs sold outside Google could bring as much as $13 billion in revenue. The company mainly works with chip design partners Broadcom and MediaTek to craft the processors. The bank’s analysts predict TSMC will churn out 3.2 million TPUs next year, rising to five million in 2027 and seven million in 2028. " This means that Google can realistically expect to generate a maximum of $80 billion in additional revenue from TPU hardware in 2026. However, Google's AI software competitors (including OpenAI, X, Meta) will want to purchase far more AI power for their foundation model training. The current estimated hyperscaler Capex for 2026 is over 600B. Nvidia has already announced revenues of over 300B for 2026. Even if AMD also sells 100B in 2026, demand is likely to remain higher than supply. I therefore do not see any decline in revenue for Nvidia until the end of 2026. The market will continue to grow, and it is conceivable that Google, AMD, and other competitors could achieve a 35% market share without Nvidia having to lower its margins. What 2027 will look like will not be clear until mid-2026 at the earliest, but by then Nvidia's P/E ratio should improve significantly... This is not financial advice! Anyone who gets out now, IMHO, is handing their money to Michael Burry, who desperately needs the negative sentiment for his NVIDIA puts.

Mentions:#AMD

AMD doesn’t need to beat NVIDIA — it just needs to keep winning enterprise + inference demand as AI adoption spreads. MI300 revenue ramp is early, and earnings will grow into the valuation. If you have patience, it’s still a buy.

Mentions:#AMD#MI

yeah, no. Keep your cash under the bed’s better than investing in AMD.

Mentions:#AMD

Not only am I not aware of that, but I'm not especially aware of any open source layer in the AMD ecosystem that is unique to AMD

Mentions:#AMD

I read that certain segments, like government, sometimes has to use AMD because their software allows for open source integration. Are you familiar or have any insights into that?

Mentions:#AMD

If you just sold everything, then your going to have to pay taxes on all your short term gains & long term gains for these investments for 2025. Holding them past 2025 would avioded taxes. If you re-buy the same stock/ETF again, less than 31 days, then you can't write off any of your losses. Wash sale rules. The PE ratio of Apple, Google, Mircosoft and Amazon don't seem high between 31 to 37. Unless your hold HIGH PE stocks such as Tesla, Broadcom, Oracle, Palantir & AMD, these are over-value with a PE ratio high between 100-425. Unemployment low at 4.4%, Federal reserve going to cut interest rates again tomorrow. The tariffs are not causing high inflation, as inflation holding at 3.0%. I think the US economy is looking good. It's you money, do what your gut tells you.

Mentions:#HIGH#AMD

I heard a suggestion on Reddit that made good sense in buying the dip. It's one I've been using during these corrections... similar to DCA, but doing it as the market drops. 5K each time. I snatched up some AMD and AMZN a few weeks back for a reasonable price.

Mentions:#AMD#AMZN

Exactly! The whole landscape has changed. AMD has better cost performance and is less sensitive to policy issues, so honestly it has a much better chance than NVDA when it comes to

Mentions:#AMD#NVDA

Yes! AMD is even more likely than NVIDIA to enter the Chinese market

Mentions:#AMD

Yeah I need AMD to go back up fast please 🙏

Mentions:#AMD

Your answer depends on whether you think this AI trend, hype wave, or whatever you want to call it still has some legs and time left and whether you think AMD has any hope of taking anymore chunks out of Nvidia's pie. Google selling their ASICs to Meta and maybe others is one thing, but Nvidia with CUDA is still dominant.

Mentions:#AMD

For reference 120 a share would basically be the value of Lockheed Martin and AMD combined… being attributed to a product that doesn’t even exist yet…

Mentions:#AMD

For reference 120 a share would basically be the value of Lockheed Martin and AMD combined… being attributed to a product that doesn’t even exist yet…

Mentions:#AMD

It has been running along a resistance line at around 225 for the past week...this line is from a head and shoulders pattern...statistically speaking, AMD is going down to 185 ish

Mentions:#AMD

AMD wierd pattern eh

Mentions:#AMD

good work on managing your position well on AMD as it was a classic bear flag trap

Mentions:#AMD

During the over done tariff bullshit in April, I bought more AMD, MRVL, NVDA, PLTR, AMAT, PANW. So far so good, however, I think I will be unloading some long term holdings in early 2026. I just think Trump will once again do something ridiculous to cause a 10-15% decline. Pre-planned volatility to help the 1%ers cash in even more. Hey, small fry like us, could do the same one much smaller scale, provided you have cash on the sidelines.

Currently AMD shows more potential than NVIDIA!

Mentions:#AMD

How so? The contract in the simplest of terms is that OpenAI buys a literal fuck ton of GPU’s from AMD. If they buy all of them and in turn boost AMD a be a trillion dollar company, OpenAI gets a 10% stake in AMD. As in investor today, if your capital appreciates by 2x, do you care about being diluted 10%? Flip side, OpenAI goes tits up, doesn’t buy GPU’s, demand is still healthy elsewhere, no dilution. It’s a no lose contract for AMD and investors

Mentions:#AMD

Erm, AMD up 1.5% but NVDA red? The market might in fact be broken.

Mentions:#AMD#NVDA

AMD starting to move for what appears to be no reason at all!

Mentions:#AMD

AMD one of the only stocks moving. LFG!!

Mentions:#AMD

At least AMD is barely green, but I'd be a lot more comfortable if it could push to above 225 and stay there.

Mentions:#AMD

Depends on your thesis and what role you think AMD could play in the AI revolution. They have their engineering strengths, but competition from NVDA and AVGO is fierce.

**Always inverse reddit** The Google, NVIDIA, AMD bull runs were all rejected by the majority here.

Mentions:#AMD

Absolutely, NVDA and AMD both. They have been flat, just going up, then giving back all gains and then more for the last 2 weeks. Heavily maniupulated

Mentions:#NVDA#AMD

Im waiting for: \-Tsai Ing Wen agreed to reunification plan(TM). \-TSMC, NVDA, AMD have sold off to China on orders of Taiwan special autonomous region. \-NVDA, TSMC, AMD delists itself intentionally in s and p 500 \-American Institute in Taiwan announces "Taiwan was always china and will remains so forever". \-US forces near Taiwan announce retreat from Okinawa. \-SPY goes to ATHs so do bond yields and bankruptcies

AMD and NVDA act the same these days. Time for a collab

Mentions:#AMD#NVDA

i like how AMD is just mirroring NVDA fully now. They should just merge already

Mentions:#AMD#NVDA

Great stock, AMD is amazing.

Mentions:#AMD

Watching retail flow this morning and it’s a funny combo: **Bullish** * **$BLGO** – PFAS treatment play getting real industry love (AEC). Tiny name, big narrative. * **$ISSC** – literally trading like nobody noticed 20% ROIC + 27% growth. Discounted because it’s boring. * **$SEZL** – officially added to the S&P SmallCap 600. When funds *have* to buy, they buy. * **$NVDA** – China H200 shipments confirmed (again). Data center demand doesn’t care about TikTok bans. **Bearish** * **$PEP** – activist pressure to cut prices. Good for consumers, bad for margins. Pepsi might get “Ozempic’d.” **Neutral (eyes-on)** * **$SPY** – everyone waiting for NFIB + JOLTS + FOMC tomorrow. Market’s on mute mode until data hits. * **$AMD** – still in “regulatory rumor jail” thanks to the NVDA China mess. Could snap either direction depending on clarity.

NVDA and AMD about to lose all its gains before market open LMAO

Mentions:#NVDA#AMD

All in AMD

Mentions:#AMD

Sadly you cannot isolate just Waymo. You'd have to also take on these extra baggage like an insanely profitable ad business, one of the top 3 video platforms in the world, a leader in the AI model development race, a growing TPU business that might become competitive against Nvidia and AMD, and some pesky quantum computing bullshit. Ewww yuck.

Mentions:#AMD

TL:DR * President Trump authorized Nvidia to export its H200 AI chip to approved Chinese customers under national-security conditions. * The U.S. government will receive 25% of the revenue from those China-related H200 sales. * The decision follows a recent meeting between Trump and Nvidia CEO Jensen Huang. * The H200 is significantly more powerful than the previously approved H20, but less advanced than Nvidia’s latest Blackwell and forthcoming Rubin chips. * The move could generate billions in additional revenue for Nvidia, which maintains gross margins above 70%. * Nvidia estimates potential China sales of $2–$5 billion per quarter if geopolitical conditions stabilize. * Some Trump administration officials support the move as a compromise to counter Huawei while preserving U.S. AI leadership; others strongly oppose it on national-security grounds. * Critics argue the approval materially boosts China’s AI and semiconductor capabilities with limited benefit to the U.S. * Trump indicated similar revenue-sharing arrangements could apply to AMD and Intel exports. *The Justice Department simultaneously announced a crackdown on Nvidia chip smuggling, including guilty pleas and arrests tied to illegal exports to China. ------------ ------------ **Article:** President Trump said he would let Nvidia export its H200 chip to China and that the U.S. would receive a 25% cut, his latest bid to make money for the government in an unusual agreement with a private company. “I have informed President Xi of China that the United States will allow Nvidia to ship its H200 products to approved customers in China and other countries under conditions that allow for strong national security,” Trump said on Truth Social. He added: “25% will be paid to the United States of America.” The move is a boon for Nvidia, which has fought for months to maintain access to the world’s second-largest economy. The company had agreed earlier this year to give the U.S. 15% of the China sales from a lower-performing chip, only for the Chinese to scuttle those plans as part of continuing trade talks between the two sides. Chips from the world’s most valuable company have become a prized geopolitical tool. The H200 has higher performance than the H20 that Nvidia was previously allowed to sell—but it isn’t as powerful as the company’s top Blackwell products released this year nor the Rubin generation of chips coming next year. The move follows a meeting between Trump and Nvidia Chief Executive Jensen Huang last week, where the pair discussed H200 exports, people familiar with the matter said. Nvidia shares added nearly 2% after hours. Even with the U.S. government taking a cut, the decision could be worth billions of dollars in sales to Nvidia, which enjoys comfortable margins on its artificial-intelligence chips. In the most recent fiscal quarter, Nvidia reported gross margins of 73.4% on $57 billion in sales, which includes a variety of hardware types, including chips from its Grace and Blackwell series, networking hardware and other products. In August, Nvidia Chief Financial Officer Colette Kress said that “if geopolitical issues subside,” the company could ship between $2 billion and $5 billion of chips to China per quarter, which could increase if orders pick up. The exports could also help Chinese tech giants that have struggled to get top chips to train their models. Huang has argued Nvidia should be allowed to compete in the Chinese market because China has many of the world’s top AI researchers and the U.S. should want them using American technology. Huang has also made clear that the scale of AI demand in China makes the country critical for the company’s future. “You’re not going to replace China,” Huang said at an event at the think tank CSIS last week. Trump said the government would take a similar approach to exports from Nvidia competitor Advanced Micro Devices as well as Intel, in which the government now owns a 10% stake after converting billions of dollars in grants to equity earlier this year. Intel isn’t a major exporter of top AI chips. The approval comes just weeks after administration officials including Secretary of State Marco Rubio torpedoed a push from Nvidia to sell a slimmed-down Blackwell chip to China before a recent trade meeting between Trump and China’s Xi Jinping. Some officials including AI czar David Sacks and Commerce Secretary Howard Lutnick have backed exporting the H200 because it could be a good compromise that allows Nvidia to compete with China’s Huawei Technologies without vaulting China past the U.S. in AI, people familiar with the discussions said. Earlier this year, after H20 exports were approved, China told its companies not to use the chips because of alleged security concerns. Some analysts viewed the Chinese message as a negotiating tactic to get a better chip like the H200. Nvidia has been applying a full-court press to the Trump administration and lawmakers this year, seeking permission to send its valuable chips all over the world and arguing that the exports will ensure U.S. technology dominance. The company has antagonized some administration officials and others in Washington who feel it is giving priority to a sales bonanza over national-security concerns. “This decision to authorize H200 sales to China is so shortsighted,” said Aaron Bartnick, a former White House technology and security official during the Biden administration who is now at Columbia University. He said he thinks the move will significantly advance China’s chip capabilities and it doesn’t seem like the U.S. got much of consequence in return for allowing the exports. The think tank Institute for Progress estimates that the H200 is almost six times as powerful as the H20. Newer generations of the company’s products often improve sharply. The Biden administration imposed export restrictions on crucial chips that many analysts credit with limiting China’s domestic semiconductor and AI capabilities. Also on Monday, the Justice Department announced a sweeping crackdown on smuggling of Nvidia chips, including the newly legalized H200. The government said that Alan Hao Hsu, a Houston businessman, had pleaded guilty to smuggling more than $160 million worth of Nvidia H100 and H200 chips, which officials said “are used for both civilian and military applications.” In addition, federal law-enforcement officers have arrested two Chinese businessmen living in the U.S. and Canada as part of the dragnet, charging them with violating the Export Control Reform Act by shipping banned Nvidia graphics processing units, or GPUs, to China through Hong Kong using falsified labels. The prosecutions underscore the severity with which smugglers of Nvidia’s AI chips were treated when caught violating the export controls that have now been loosened.

Mentions:#AMD

I mostly do VGT, but companies like AMD make GPUs and havent gotten into the AI mainstream yet. It will be AI for the next 5 years, but extremely difficult to pick winners.

Mentions:#VGT#AMD

Broadcom $AVGO stock hit new ALL TIME HIGHS today Broadcom is ~$100B away from joining the $2 Trillion market cap club Avgo is everything $AMD wanted to be lol

The news is way more bullish for AMD than it is for NVDA

Mentions:#AMD#NVDA

Does it make any sense that AMD (rival to NVDA) pumps on bullish NVDA news?

Mentions:#AMD#NVDA

Shoulda gone with NVDA, META, INTC, AMD, etc.

NVDA and AMD desperation to sell anything for a little pump is kind of sad tbh. 25% payment to that diddler.

Mentions:#NVDA#AMD

he says it applies to all of them INTC, AMD, etc So it’s basically a export tariff (tax) Which he definitely doesn’t have the power to do, but I doubt anyone will challenge it in court

Mentions:#INTC#AMD

* For months: Nvidia and AMD have agreed to share 15% of their revenues from chip sales * Now: Trump’s post says that 25% of the chip sales will be paid to the U.S. government as part of the deal. Art of the deal (•_•) ( •_•)>⌐■-■ (⌐■_■)

Mentions:#AMD

AMD!!!

Mentions:#AMD

As a percentage of revenue and impact of future earnings, those H200s are peanuts to Nvidia, however, companies like AMD, INTC, and MU benefit greatly from a detente with China.

Mentions:#AMD#INTC#MU

1/2/26 AMD 230C are going to print tomorrow!

Mentions:#AMD

NVDA UP AH CUZ 🥭 TRUTH  President Trump Posts On Truth Social "... NVIDIA's U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies."

Mentions:#NVDA#CUZ#AMD

Bringing AMD with it.

Mentions:#AMD

!banbet AMD $250 5d Need my f82 paid off stat

Mentions:#AMD

everyone who fomo'd into NVDA got slapped, now it runs. same thing with AMD bout a month ago. this is your market gents

Mentions:#NVDA#AMD

Trump posted a tweet and it affected NVDA and AMD. That is why the pump happened AH

Mentions:#NVDA#AMD

I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will be paid to the United States of America. This policy will support American Jobs, strengthen U.S. Manufacturing, and benefit American Taxpayers. The Biden Administration forced our Great Companies to spend BILLIONS OF DOLLARS building “degraded” products that nobody wanted, a terrible idea that slowed Innovation, and hurt the American Worker. That Era is OVER! We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies. MAKE AMERICA GREAT AGAIN!

Mentions:#AMD

Just in on Truth: I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will be paid to the United States of America. This policy will support American Jobs, strengthen U.S. Manufacturing, and benefit American Taxpayers. The Biden Administration forced our Great Companies to spend BILLIONS OF DOLLARS building “degraded” products that nobody wanted, a terrible idea that slowed Innovation, and hurt the American Worker. That Era is OVER! We will protect National Security, create American Jobs, and keep America’s lead in AI. NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies. MAKE AMERICA GREAT AGAIN!

Mentions:#AMD

Algos need prison time for spiking NVDA/AMD on fluff headlines. This market is just constant nothing stories/narratives pumping tech names.

Mentions:#NVDA#AMD

The fact NVDA and AMD spiked on another nothing burger "China getting chips this time!" story is even more garbage. China doesn't want them.

Mentions:#NVDA#AMD