AMD

oldprecision

I’m starting to think that rebalancing is stupid. Cries in AMD.

Ok_Location_1092

Thats not how the market works though. Prolonged high oil prices strain nearly every sector. While some defensive sectors less damaged by expensive oil may see some inflow as investors become risk averse, there will be immense forced selling as institutions run to cash to avoid being over leveraged. First to go are their big winners on a historic tear. No one is going to be piling into ai and future tech while the rest of the economy goes in the shitter, not without a steep correction first. Global production could fall 15-30% if the energy crisis continues to worsen, thats great depression territory. Institutions aren’t going to be smashing buy on $1000 MU and $500 AMD while shipping is hamstrung by sky high diesel, consumers have minimal disposable income, poor nations who produce and mine raw components enter famine, and US gas is $8/gal minimum. AI is a big deal, it augments workflow, cutting labor and driving productivity gains. But better AI and chips aren’t the end product, actual production is.

GoodbyeThings

I cant believe AMD literally gave me 40x return over 9 years

Star_Lord924

Dude wtf is goinf on with AMD. I bought 2 calls a a whatever play to try and scalp and now im up like 4k on them lol.

ElkQuiet1541

have you checked Intel and ARM p/e? AMD is less overvalued when compared to them 😅

neverturndownagain

NVDA call buyers from yesterday should feeling suicidal seeing AMD&INTC Mooning in pre

A55BAG

Why AMD pumping and NVDA dumping?

Pazzaaaaaa

The AI circlejerk has chosen INTC, AMD and MRVL for the day

codespyder

wtf AMD and INTC

Star_Lord924

Wow. Im glad i bought a few AMD calls on that dip to 510 yesterday haha. It was purely because I felt like it 😂😂

Star_Lord924

Oh. AMD woke up too? Cool. I have calls for you as well.

Remarkable_Cat_8696

So AMD's price isn't as detached from forward EPS as the post shows. Maybe even a little undervalued?

AdvancedAlgae11

!banbet AMD 600 5d

Organic_Ad2458

Are you really comparing UMAC to Intel, AMD? Different scale, different revenue and different marketcaps.

pocketrocketss

Can we some love for AMD? Please bring this to $600 by EOW. THANK YOU FOR YOUR ATTENTION ON THIS MATTER

ZYHUA

Bers are so wrong. Oil to whatever 1000 a barrel, AI runs on electricity, there is nothing stopping our need for MU SNDK INTC AMD NVDA CRWV. People can't drive just mean more demand for AI when staying at home

2024-04-29-throwaway

>specifically why only Nvidia GPUs Basically, Nvidia made a technology to conveniently run general computations on GPUs 20 years ago and keeps maintaining it without breaking compatibility. AMD blew their chance at powering the AI boom by reinventing everything from scratch every few years (brook, stream, opencl-only gpus, rocm), restricting their technology to certain card models, and not having Linux or windows support in their GPGPU frameworks for years. Intel have never had strong GPU offerings to begin with. This made most developers and researchers to depend on Nvidia and get vendor-locked.

Dull-Knee-1146

CEO is Jensen's Cousin you can't short AMD lol

1baby2cats

This could have been me...almost pulled the trigger on AMD way back when it was $2 😭

throwaway9gk0k4k569

That guy is a google pumper bot. No matter what the subject matter is, he brings up google to pump it. You could be talking about AMD and he will bring up google. You can talk about making cookies, naturally google is the answer. It's just some idiot Asian/Indian kid who pumps his shit in every post.

Blarghnog

My ai exposure is pretty boring. My model in my head is to be roughly: > 30% in mostly compute and mostly in NVDA, SMH, AMD > 30% in what I call infrastructure (VRT, EQIX, VST) > 10% in the scalers (Google, Amazon, Microsoft) because that’s where I started parking when I started the ai investing schtick. > I target 30% in early stage (through syndicates, some direct; but it’s in three sleeves and I don’t like to overcommit) The actual numbers usually drift from the target because of market moves and deployment pacing, but that’s the radar screen I'm aiming for.

TechTuna1200

This. You should let them run. I have AMD that is 4x up. I only trimmed a bit. But that is going into other stocks that are also AI beneficiary of could potentially be their own 10 bagger. When i take profit, only plan to take the principal out to reinvest, the rest is just free money. I never take profit out in cash, it have to go into another stock.

Ok-Poetry-4721

fr tho how tf is AMD not already at 1 trilly

bearhunter429

#Most people don't realize that CEOs of AMD and NVDA are cousins LMAO🤌

veryveryuniquename5

AMD will hit 530 tmrw at minimum and bers will act surprised that im always right LMAO🤌

veryveryuniquename5

hes wrong, its AMD LMAO🤌

Embarrassed-Sky6890

AMD is the worst stock to exist and will be the first to crash during the AI bubble LMAO🤌

DistrictObjective680

Well AMD dude is up like 11 million? That's pretty good.

Arikomo

Why the conviction for AMD?

Pazzaaaaaa

Pretty much impossible considering AMD is at 850B marketcap

DefinitionOfAsleep

>I learned from Cathie Wood. ARK dumped NVIDIA shares just before the rally, and has now just repurchased them afterwards. She is clearly the Nostradamus of our times. She also sold out of AMD, so that's probably surging next.

ChipWong82

Meh. Thats the Eurpoors version of AMD/INTC

AlexVentures

Held AMD since I joined in 2015 haha. Back when this sub was obsessed with Lisa Su. Good old days.

PckMan

They reported on this weeks ago on all the investment slop news sites because AMD disclosed a stake in them. I saw it, checked the stock, and then ignored it and went on with my day. Everything I've done in the weeks since was profitable but if I had just gotten calls then I'd be up by a lot more now.

afx_288

Jesus Christ will personally pump $AMD just you wait.

packet

amzn, nvda, tsla, eth, btc, I got my lifetime supply of 10 baggers at the start of my investing journey 😭 the key is to have extremely high conviction and not sell. Unfortunately my nvda 10 bagger happened many years ago and I sold it all for what could have been a 500+ bagger. Bought them at 10 billion market cap because I liked their gpus and everyone I knew doing ML had zero intention of ever upgrading their macbooks when they switched to AMD. I have averaged 30% returns for almost 20 years so it's hard to complain but my 14k nvda investment would be over 7 million today if I just sat on my hands and ignored it. I also formatted a hdd with 10 btc on it that my IRC friend sent me when it was worth a fraction of a penny in 2008 and didn't buy it again for almost 10 years. RIP. I want to say the key is to come up with your own unique valuation and growth models and ignore what everyone else is saying. I'm a SWE specializing in distributed systems so I think I have good insight in to a lot of tech plays but the reality is the market has ripped so hard since I started investing just before the 2008 global financial crisis that it's pretty hard not to be a huge winner if you just kept shoveling in to the market.

Thick-War820

Market makes no sense right now. I’m thinking IBM follows an intel like path over next 6 months and tops out around a 40 PE at about 450 a share. I’ve got July ‘26 and Jan ‘27 calls on these. Then I believe smart money will rotate from semis to software. Why? Because who do semi and memory companies mostly sell to? Software companies, who then sell to government and retail. It makes so sense for someone like AMD to be profitable without Oracle or Microsoft also being profitable.

Affectionate-Yam6241

The worry about the PC is that if you were given the choice between an NVidia PC and a QCOM PC, which one would you chose? Also keep in mind it will take years for software to catch up. x86 has been the standard for PCs for more than 40 years and it is not going any where. And why you need an ARM based PC anyways? AI runs on devices that works already with the x86 architecture. Intel and AMD are closer to winning the AI PC race than nVidia and QCOM.

eastbay77

I'm actually up since my shares split, cost basis is between $18-25. And why buy SPY? I have shares of Nvidia that i bought at $3.93 and AMD at $80. Also a ton of Intel at $20 and Palintir at $29. I saw value when everybody said they were garbage stocks.

Bluecoregamming

a lot of old slow moving heavy dogs in your list, let me raise you MRVL, ARM, DELL, HPE, AMD, MU, and mf SMCI, yep fraud micro smuggle my chips in.. surprising moves recently to say the least.

wee_dram

They have budgeted $190B capex for '26. In their filing, they are saying all their '26 datacenter capacity is already allocated, sold out. Gone. Hence, raising another $80B, which is almost certainly going to be sold out in no time. Google is not a company that spends a premium buying servers from HP/Dell or networking gear from Cisco. They design their own hardware: servers and network equipment in addition to some components, like TPUs. They still buy GPUs from NVDA, CPUs from Intel/AMD, SSD, RAM, in bulk. Their efficiency while spending that capex is impressive. IMO, most salient point is: all that compute capacity is already allocated to tenants, with binding minimum usage contracts. **That is why I am bullish Google, which is slightly different than being bullish AI.** Berkshire handing out $10B at 5% discount should tell you enough. But, what do I know?! I am just another regard here 😂

OneOverXII

The times where I have been successful in identifying ten baggers: Shopify in 2015 AMD in 2023 They’re rare af.  Count yourself lucky when you hit 

Zealousideal_Bug3780

You “predicted” an OpenAI deal, spent $16k on 30 day top of the chain way OTM calls? Zero chance you don’t know someone at AMD or OpenAI

NSFWies

Lol so you missed nvidias talks at computex? How they plan to expand the TAM like 10x in the coming years as they plan toake computers that computers will use? AMD could increase sales to 3x what they currently are, go through awesome cagr growth, and there would be still plenty of new total addressable market for Nvidia to sell to. Nvda will likely be at the top for a while. Pull these up on testfolio, Mary and google haven't increased much at all in the past 8 or 9 years

bad_detectiv3

Man I wish I knew stuff you knew back then I was reading post for some kind of crash back in September 2025 and sold all my Spy holding Yet players like you were doing calls on AMD And I wasn’t that dumb not to know about AMD Did you speak with any body in real life or was this your own play? I really to understand this man

TraumaBayWatch

AMD just can not lose on the cpu side right now. However the gpu line up has been lack luster for sometime. However they are the only company keeping the personal computer market alive which is one that Nvidia wants to destroy. I'm bullish on Arm and AMD saving us on unified ram while intel just does intel and makes sheet components for dell and HP but they have been on a upswing

aDonkeyWithACarrot

Do you think Jensen and his AMD CEO first cousin make love and talk about chips? 🥰

veryveryuniquename5

no its AMD LMAO 🤌

veryveryuniquename5

Jensen juts hates AMD its so funny LMAO 🤌 hes gonna hate amd even more when it surpasses nvda LMAO 🤌

veryveryuniquename5

AMD is the next trillion dollar stock jense u moron

TypicalRegister9327

Wow, you worked for AMD?? Thank you so much - based on the advice here I ended up selling the ETF today and will just sit on the AMD stock until after I retire, like I do with the rest of my stocks (I’m not a trader, just like to park my savings on stocks and never sell them). Sold SOXL today right before it shot up another 10 points, which caused immediate regret, but then I looked at the 550% rate of return I had and the feeling goes away haha.

askepticoptimist

Every time I've done this, it's cost me a ton of money. In fact, once was *with* AMD in the 2023-2024 runup. I say hell no to trying this with LEAP options. I also say hell no to trying this with leveraged ETFs. The value decay is just too great with both of those financials. If you want to do it with stocks, it's more situational. If you think the stock has a floor within some reasonable distance of the current price, I could see holding being an option (and just waiting out any correction selloffs). AMD would likely be one of those types of stocks.

AgathormX

Micron isn't the worrying side, neither are Samsung, SKHynix, TSMC, MediaTek, NVIDIA, AMD, Intel, Meta, Microsoft, Alphabet, Amazon or Oracle. Everyone who is either manufacturing Hardware or providing Cloud Infrastructure is doing well. It's the companies that actually have their sole business built around AI, like Anthropic, OpenAI and xAI that are the worrying part. Micron's making a shit ton of money because everyone keeps buying RAM for Data Centers, bet it LPDDR5X or HBM3/3e, just like NVIDIA is making a shit ton of money due to everyone buying H100/H200 and B200. The second OpenAI and Anthropic IPO, they're on the clock until the shares can start getting dumped in the market. Once they do, the ship sinks. These companies are not sustainable and won't be until we have significant developments that massively reduce the cost of training models and running inference on them.

The-Big-Picture-

The real answer is that it all depends on your time horizon. The answer would be different if you were planning to retire in 5 years vs 20 years. They say the biggest issue retail investors have is not letting their runners run enough (which is why people that never check their accounts or die perform better). On the other hand, taking profits is an important part of switching from growing wealth to maintaining it. I'm holding long so I'm letting my biggest fliers fly (MU, AMD and GOOGL). Maybe it'll pop tomorrow but hopefully 15 years from now it won't matter.

Specialist_Exam_8433

We are 100% in a bubble and we are 100% going higher. Don't think we even get a 1% correction until AMD hits 1 trillion at least. PEs of 100 will be normal.

woofyyyyyy

I ten bagged AMD. I only wish I had more money back then to invest but I was a broke freshly out of school student lol.

bearhunter429

#New MAG7 announced: MU, Sandisk, AMD, Marvell, HPE, HPQ, Cisco LMAO🤌

wowthisislong

Thats not true. Meta gets the right to AMD shares after they reach 1GW of hardware purchased, with additional vesting as they buy up to 6GW (at which point it will reach the full 160M shares). Similar deal with OpenAI, with additional incentives for the price hitting $600.

Soossaaaa

If AMD reaches $600 then META has the right to buy 160M shares of AMD at a penny each. They will own 10% of AMD. META will become a hyperscaler and compete with AWS, GCP, and X.

DeadFacesInMyPocket

Yeah I totally agree with you. Just the wording of the reply confused me. I absolutely agree and have seen the negative consequences of shitty financial focused leadership first hand. Cutting corners especially in IT security and customer service, inevitable layoffs, lack of pronotions/raises, lack of investment in their own IT and infrastructure. Sort of like some large countries 😆 Yeah I almost bought a bunch of AMD before Lisa Su took over...but I didn't. Granted I had 2k to invest and was a broke college student, but that woukd have bought me 1000 shares. Assuming I didn't sell (which I surely would have though) would be 500k now lol. Life can be kind of a bitch some times. But when life hands ylu lemons, you make beef stew!

JackieChanX95

Before AMD, ASML? Doubt

Stealthless

Dear NVDA, see AMD? Be like AMD you fraud

BurdenlessPotato

Five shares in AMD, 12 Intel, 1 Nvidia, and then the rest are spread around different telecom, penny stocks, and indexes.

AdOk3638

When u see AMD red at open, u buy calls and cash out later in the afternoon. Literally free money. LMAO🤌

CEOofBeanz

People here said I was smoking crack when I said AMD would be $400 this year

CEOofBeanz

Where did all the AMD haters go? Vaporized to the 19th dimension?

DDnHODL

IMHO we are at year 2/15 for this whole AI industry revolution, we are fortunate to be early , NVDA was the leader (I missed it). $MU, $AMD, $AAOI, $MRVL, $VRT, $LITE are all leaders on their own niche! We ar not late , NFA. DYOR! Add more if you are really into AI and Tech and have some logic to back it up. Good luck all!

BestZed

Bought IBIT leaps 3 months ago instead of AMD and down 9k AMA

moremarshmellows

I have made a decent amount on AMD and AMAT and GOOGL this year but no calls or options, just invested when they were still relatively cheap. That plus stocks rallying up in general has made me 120k this year so far, not rich but trying to stay the course and buy things when low and not panic sell when things get shaky.

Separate_Long_6962

I bought NVDA and AMD ... oh what the fuck I made money?!

Valuable_Sundae5737

Point of order: AMD was recently up almost as much in 30 days.

Soossaaaa

If AMD reaches $600 then META has the right to buy 160M shares of AMD at a penny each. They will own 10% of AMD. META will become a hyperscaler and compete with AWS, GCP, and X.

PckMan

It was all over bro. AMD disclosed a big investment into them.

wowthisislong

i will be so so pissed if mrvl is 1T before AMD

Initial-Magazine2169

Is there something you want the money for now? How much are you willing to stomach any drops from? It's impossible to tell you when the best time is except for when it feels most comfortable for you. Personally I would consider selling AMD at this point and looking for new runners

ShadowKnight058

My best were MU, AMD, ARM, NOK, CRWD, and CRWV

RayU_AZ

*What’s your take? Bubble about to burst, or is this time actually different?* I up another $12,800 this morning and $242,000 overall this year. I have huge gains AMD +197%, MU +156%, SOXX +143%, GOOG +116% and the list goes on for around 20 stocks I own. I set my exit strategy to -10% trailing stops loss orders for auto-sell on my brokerage account to capture 90% profit, in theory at $218,000 profit and to be in all cash on stock market crash. I am not worry about taxes going to all cash because the investments is in tax-deferred 401K acount. The trailing stop loss orders is an amazing tool that follows the stock price up and sets the stop order at 10% of the current trading price. You don't have to reset the stop loss order price every time the stock rises, because the trailing stop adjust the sell exit price to whatever percentage downsise you want, 5%, 10%, 20% of the current price. This trailing stop sell order is good Til canceled (GTC).

KittyLover-7

think CRWD does an AMD and runs more on ER print The rotation into it over the past month has been heavy

RicoSuave1962

100% agree. How can you NOT jump on the NVDA, MRVL, AVGO, INTC, MU and AMD bandwagon ?

FewBeautiful3072

AMD ?

enc-nyc

impressive fuckery by AMD and NVDA today

Sick0h

Turns out SOXL doesn’t need NVDA, AMD, INTC, or MU to still go up 12% in a day

AdOk3638

That AMD swing tho, glad i made some profit on weekly calls and got out. LMAO🤌

PisgahTime

Every pendulum swings and the narrative is this, always in order: Holy moly look at this thing (gold, AI stocks, BTC, Real Estate, etc), the value is exploding! Everybody all-in, look at how rich everyone is getting! Oh, that dip was ugly. Just hold on guys, it's just a correction. Wow, this bubble is a disaster, liquidate everything now that you've lost money. The whole thing was overhyped and you missed the boat, you never should have even tried in the first place. The goal is to invert the sentiment at each end-member. When people are getting greedy, start selling. When people are fearful, start buying. I Just sold off a huge portion of my 400% AMD profit. guess where I'm putting that cash... I've seen this cycle before. BTC will drop to the point where everyone vows "okay, now it's dead, for real". People and their goldfish memories will forget and move on to something new. Then something will happen and BTC will pop, everyone will hop on again at a price 2x higher than it was when they sold. It's too predictable at this point.

Star_Lord924

AMD.is always such a fickle bitch

InterstellarReddit

China buys more intel AMD chips than any other country. Second to US only.

Resident_Window_9369

You gotta remember that it’s cyclical. No doubt chips are being produced and it’s not just AMD making them many manufacturers all over the world are getting in on this. So what happens they overproduce we will have a lot of chips in the future and these stocks will plummet.

Zwatrem

Well, as you can see it's not like Micron is stopping after achieving 400% profit growth. They are doing better and better. When AMD say it's aiming for 20 EPS and then they say they are actually surpassing that, and they have more demand for GPUs and more demand for CPUs than previously anticipated, what do you do?

NotGucci

So, Jensen Huang said MRVL is the next trillion dollar company. Market cap less than 200 billon. Long way to go, but I def see it. Sandisk, and AMD are the next as well.

PckMan

This was literally all over the place two weeks ago when AMD disclosed their stake in it and I ignored it.

wiser124

$TMC will do better than $AMD. Deep sea mining critical minerals. Mark it

wiser124

Everyone keeps touting played out Ai $NVDA and $AMD. $TMC is easily the market’s next 10x

mayorolivia

Literally all their competitors. Nvidia, Broadcom, Credo, AMD, Astera Labs, Lumentum, Coherent, AAOI, etc. Just buy them all via SMH and perhaps the new ETF called EUV (low volume though).

Yonderbeyonder

buying any AMD/NVDA gpu should make you an automatic shareholder

vba7

One thing is to want to get rid of Intel and AMD, different thing being finally able to do that. But yes, in a way this is old news. But not to the whole market.

Illustrious_Low1903

Palantir is the one I'd be most cautious with. Great company, but at some point valuation matters. AMD and MRVL feel like they're getting less love despite having solid long-term catalysts.

NoTone5350

Sylor could buy AI stock such as MU, SNDK, AMD, and more instead of Ballcoin. Sylor done. He will crush Ballcoin , let's watch under $40k coming.

Arigonium

This sounds more like a dig on AMD considering they're likely the next trillion dollar company.

SuperRedHulk1

They are. 1 real customer in Amazon vs AVGO who has several other successful business lines and essentially offers a better version of the same product (custom silicon) that Marvell sells. Doesn’t mean there isn’t room for 2 players in the space though - see NVDA and AMD in merchant silicon

SaltShakerFGC

I also bought AMD at $80, it was one of my largest holdings, and sold a couple of months ago, at $200...