AMD
Advanced Micro Devices Inc
Mentions (24Hr)
480.00% Today
Reddit Posts
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Mentions
I wouldn''t be surprised if he had puts for NVDA and AMD in his 401k as leaps lol
AMD is an impossible stock to trade. It only rewards true investors, not Mr. Market followers(idiots)
Nothing new, everyone hates AMD, but we all know their stupid and wrong
I have been following the 48gb 4090s loosely over the past year on Taobao and Alibaba. They have not shifted in price noticeably during that time. Well, compared to the rising prices for 3090s it might as well be falling. But it is being dumped by chinese datacenters, which in the first place, I don't think there is ever any sign they were using these specific custom (hand made) cards. And they did not go through the cycle of actually being dumped like the MI50 when AMD dropped software support, where it crashed to a fraction of what it was worth before, reaching a low of about a hundred odd dollars, but eventually stabilising to a few times of that, when consumers scooped up the supply. Seems to me they (the chinese technicians) are just producing them steadily, and the stable pricing is just normal market demand supply factors.
Revenue with losses is different from no revenue. When you have revenue, you can borrow to pay off loans, you stay in the game long enough to amortize capex spend. It’s an entirely different scenario. But that’s not your point. Your point is that the whole thing can come crashing down and drag the economy with it. And I’ll say that’s entirely possible. Except the latest TMSC numbers and the latest MU numbers and the latest INTC and NVDA and AMD and GOOG numbers tell a story of increasing demand and heroic struggles to meet that demand. Are they over investing? Are there too many DCs being built? Are there too many chips? Nope. Not that anyone with proof can point to. And what of their valuations? Are too many people too leveraged and pouring money into these tickers? They were three months ago. They aren’t now. The RSI across all AI related tickers has plunged oher the past two months. So, yeah, I get the risk to the economy if the music stops. But that has nothing to do with revenue free sock puppets.
Lastly, if the CPI data is cooked and inflation comes in very soft, Warsch could cut saying inflation is not an issue, the market won't believe it though and bonds will fucking crash. Same happened during the previous FOMC meeting when he didn't hike or provide forward guidance. Sure AMD and MU might spike for a bit, but bond yields will spike harder
I understand where you’re coming from but it doesn’t change the fact that rate hikes will get priced out completely and cause a ripper. Especially on some of these popular names that are getting sold off hard like MU and AMD.
Perhaps, but not by me. All my $$$ is in AMD and I'm never going to buy another Nvidia GPU ever again. Signed a unhappy RTX 5090 owner.
AMD call weekly if it hit low 450's
And 70 percent of Microsoft's AI revenue was from OpenAI. The circular flow of money between NVIDIA, AMD, and the "AI" (let's be honest, none of these large language models are truly AI yet) is downright incestuous. They are their own best customers...and none of them are actually profitable yet. Too many startups. It's the dot.com bubble plus the mortgage-backed security crisis rolled into an unholy demon spawn of bubbleness.
50K in GLD, 25K in SPX, 40K in IBIT, 85K in AMD. All options let’s go baby
The bubble for microchips? Er... yeah... those computers, internet, cloud, and AI are all in a bubble... They make chips for Apple, Nvidia, AMD, Broadcom, Qualcomm, Intel --- never heard of those people and their demand is obviously in a bubble to Do you people even understand what TSMC does?
Getting on my knee for da AMD
AI has been aggressively pushed by every provider-- - Intel / AMD have been building in NPUs that have gone essentially unused - Apple has been shipping a useless image playground for years - Microsoft has been shoving copilot, copilot PC, notepad copilot, etc to consumer who generally *do not care* - etc ad nauseum Where there has been excitement, it has generally been where model access has been way below cost or paid for by someone else. That you're seeing strong adoption is generally because the average consumer either has no legitimate choice, or is being bombarded by existentially necessary hype. Everyone has to be on board, because this thing is our economy now, never mind the slop. > The profitability is an issue only because of the high growth rate, There are a ton of very good analysis on this common rejoinder that have hit e.g. hackernews by very knowledgeable insiders. I'm not going to retread that. I'm instead more concerned with ground I have already covered: - Session context is *by design* sent, in entirety, at every turn - ...which means I can mid-session change from claude to openai - ...or, decide I'm done spending, and change to Kimi k3 That's a really bad reality for these companies, and its notable that their only response is to beg for export control designations and regulatory oversight, which fundamentally cannot stop this. Distillation attacks are inherently unstoppable, and LLMs are inherently not-moatable. How are they ever going to turn marketshare into network effects here?
wtf happened with AMD, it better close 500 EOW
That's indeed a very viable option. It's not true you need to drop 5k to get usable local AI experience. 32 GB of VRAM is definitely the sweet spot and that's achievable with: * AMD AI Pro 9700 (32 GB VRAM), for app. $1500 (can even find cheaper), * Intel Arc Pro B70 (32 GB VRAM) for app. $1000, * Dual RTX 3090 (used), price depends on second hand market, but 2x gets you 48 GB VRAM for less than a 5090. It'll probably cost more than an AMD AI Pro though, but you get 48 GB VRAM.
Got carried away selling puts on AMD, let’s get back above 475 before Wednesday
wtf happened to AMD
Damn AMD just dropping like a rock
Nice AMD dumping and dumping
yeah AMD, just skip the recovery
The many planned data centers might mirror overbuilding of fiber and data capacity during the dot-com bubble. We’ve already heard hints that major players might have trouble monetizing AI into a profitable model. Could that be like the unneeded capacity of the dot-com era? I think this is different. The businesses building these data centers are huge and established, not start ups with sparkle in their eye looking for that moon shot. The following is brought to you by Gemini “extended thinking”. The debate over whether current AI stock valuations constitute a financial bubble centers on a classic market dilemma: whether prices reflect transformative future earnings or speculative overbuilding. While comparisons to the late 1990s dot-com mania are common, key structural differences exist alongside real warning signs. # Why There Might Be an AI Bubble (The Bear Case) 1. **Massive CapEx vs. Unproven Revenue Monetization** Tech hyperscalers and semiconductor buyers are spending hundreds of billions of dollars on AI chips, custom silicon, high-bandwidth memory (HBM), data centers, and power grid expansion. However, enterprise software monetization is lagging. A widely cited MIT study found that roughly 95% of corporate enterprise AI pilots have yet to yield measurable, bottom-line returns, raising fears that infrastructure spending is overpacing actual market demand. 2. **Circular Capital Flow** A major structural concern is "circular investment". Leading AI design firms and cloud providers invest billions directly into AI software startups, which then turn around and use those funds to purchase GPU compute time and cloud infrastructure from those same major tech companies. This creates artificial revenue loops that inflate reported top-line growth across the supply chain. 3. **Extreme Market Concentration** The broad stock market index performance is heavily dependent on a handful of mega-cap technology companies. In late 2025 and 2026, the five largest tech firms represented nearly 30% of the entire S&P 500 index weight—the highest level of market concentration in half a century. When market gains are concentrated in so few names (e.g., NVIDIA, Alphabet, Microsoft, Broadcom, AMD), a slowdown in CapEx from even one or two players can trigger wide market drawdowns. 4. **Risk of Margin Compression from Efficiency Breakthroughs** Massive valuations assume that model training will require exponentially more GPUs and energy indefinitely. However, software optimization developments (such as Chinese startup DeepSeek's low-cost training architectures or open-source distillation models) demonstrate that AI models can be trained at a fraction of the traditional cost. Efficiency breakthroughs reduce hardware demand intensity and threaten high hardware gross margins. # Why It Might Not Be a Bubble (The Bull Case) 1. **Profits and Real Revenue vs. Mere Speculation** The most significant difference between the current market and historical bubbles is profit. In 1999, companies were valued on "eyeballs," web traffic, and price-to-sales multiples with no earnings. Today’s AI drivers (such as NVIDIA, Alphabet, AMD, and Micron) generate massive net earnings, record free cash flow, and expanding operating margins driven by real, cash-settled hardware delivery. 2. **Significantly Lower Valuation Multiples** During the peak of the dot-com bubble in March 2000, the forward price-to-earnings (P/E) ratio of the Nasdaq-100 exceeded **60x**, with networking hardware giants like Cisco trading at over **100x to 200x earnings**. By contrast, modern tech leaders operate at forward P/E ratios largely between **25x and 38x**—elevated relative to historic broad market averages, but nowhere near 1999–2000 levels. 3. **Strong Corporate Balance Sheets** The current AI infrastructure buildup is primarily funded out of the existing operating cash flows and deep cash reserves of multi-trillion-dollar tech titans rather than high-risk debt or speculative penny-stock equity offerings. 4. **Immediate Real-World Utility** Unlike dot-com startups that lacked the bandwidth and consumer hardware to deliver on their promises in 1999, generative AI and accelerated computing are already integrated into daily software workflows, chip design automation, cloud infrastructure, enterprise search, and coding tasks. # Why Did the Dot-Com Crash Happen? The dot-com bubble burst between March 2000 and October 2002, causing the Nasdaq Composite to plunge roughly **78%**. Key factors included: **Unviable Business Models:** Hundreds of internet startups went public via IPOs with zero revenue, zero profits, and unsustainable customer acquisition costs (e.g., Pets.com, Webvan). **Telecommunications & Fiber Overbuilding:** Telecom providers (like WorldCom and Global Crossing) took on hundreds of billions of dollars in corporate debt to lay millions of miles of fiber-optic cable. The buildout far outpaced 1990s internet traffic demand, leaving \~95% of installed fiber unused ("dark fiber") and driving telecom giants into bankruptcy. **Federal Reserve Tightening:** To cool an overheating economy, the Federal Reserve raised benchmark interest rates six times between June 1999 and May 2000, tightening liquidity. **Capital Exhaustion:** As interest rates rose and easy venture capital dried up, cash-burning dot-coms ran out of runway and failed within months, causing a domino effect across the suppliers that provided their servers and networking gear.
I think there’s some things people need to understand: \- Current AI research has two goals, either make a large leap in performance no matter the efficiency, or make a large leap in efficiency while maintaining performance. \- AI is VERY expensive to train, and with how fast things are progressing, companies need to spend billions training or tuning models every year to stay at the forefront. This is hemorrhaging money a faster than the companies are making money, and it isn’t as easily fixable as lower free usage and increase token costs. If they raised token costs enough to start being decently profitable, users would decline rapidly and company will still lose money. \- The bet AI companies are making right now is that efficiency will continue increasing faster than performance, eventually leading to a point where true profitability can be reached. And this WILL happen, AI will be very profitable in the long run. But there is a problem. If efficiency increases too much, too many people will switch to open weight models. So hardware needs to remain expensive. Right now it’s expensive because of a lack of fabs, but in years to come this bottleneck will disappear. Additionally, right now the AI bubble is driven by these massive corporations that had the funds to enter the game early. New players are popping up all over. This means this massive monopoly will eventually crumble. Ie, Nvidia right now is ONLY valued where it’s at because they make the best GPU’s and have CUDA. But eventually AMD and Chinese gpu companies will start catching up, Nvidia will no longer be able to price GPUs however they see fit. So in my opinion, the “pop” will actually be a slow decline in profitability for these hyper scalers and such, as this efficiency they are betting on bites them in the ass with local run models, and companies lose their massive monopoly. Yes this will still be profitable, and the AI space will continue performing well, but this craziness we see right now is going to dip hard over the years. This is a lot more similar to the 1990s fiber-optic boom, not the dot com crash.
Or the AI companies find a sweet spot where their model is good enough for most purposes and buy AMD/Taalas accelerators to satisfy that audience at a very reasonable price point. Were only 6 months into the real game. I think it's too soon to call.
AMD just sucking to suck
Why do Spy and AMD follow each other? I’m looking at legend and they follow the same
Look at recent earnings and revenue pouring in specifically from their data center/ AI segment on Oracle, Microsoft, Google, Nvidia, AMD and Amazon. That Capex is starting to translate. The "AI bubble" isn't so much a bubble after all. Theses recent earnings report showing objective pattern that is undeniable and says quite the opposite and it's projected to grow almost exponentially from here
Ouch AAPL and NVDA holders Dont worry I also got 90% of my port wiped clean by AMD last friday
AMD 480 options 0DTE volume is terrible
AMD stop being such a cuck
AMD to 600 meta, open AI warrants
Only memory is cyclical apparently, others are not, and photonics, NVDA, AMD having 10-20x multiples of memory is fine 👌 Ok
!banbet AMD +20% 30d
! banbet AMD +20% 30d
Remember when Intel was a dividend aristocrat until they cut the dividend because they realized they actually had to reinvest their free cash flow back into the business to fend off AMD?
Can’t wait to see what happens to my AMD NOV call in the morning and panic sell everything with 90+ contract days remaining
What do we think about AMD puts tomorrow.. forward p/e of 74
AMD here a good play or nah?
Bought AMD and WDC calls before close on Friday, expecting a big rebound on Monday
I agree. I fully expect the bubble to pop at some point. The only winners will be Microsoft, Google, Meta, and Amazon. Mostly because they dont need nVidia even a little bit. Everyone else in the space will either dissolve or be absorbed by one of these 4 companies. Between AMD and nVidia , only AMD has the tools already to avoid the worst of a bubble pop. SpaceX is a completely different animal. Thinking of them as an AI play is silly. They want to do things with AI for sure. They might even take some losses from a bubble pop. But they really don't have anything to do with AI. AI is just an excuse used to build capital for their real business. SpaceX is a transportation company and they own 90% of that market for the whole world.
GLD AMD IBIT, easy money baby!
> buy 6 gigawatts of AMD chips insane timeline we're in
So basically OpenAI can only cash out the shares and make bank if they first buy and install a bunch of shit from AMD. It's fucky but checks out
As part of this deal OpenAI agreed to buy 6 gigawatts of AMD chips, this gives more than $100 billion of income in approximately 4 years. Also OpenAI must install 1 gigawatt of MI450 chips. This starts in the second half of 2026. The warrants can't be exercised if OpenAI doesn't actually do these things. Also part of the warrants can only be exercised if AMD share price goes over 600$
why did AMD give OpenAI the right to buy 10% of all their shares outstanding for $0.01 each? thats totally normal right guys
AI accelerator market share today vs. 2030: - Nvidia: 77% ➡️ 67% - AMD: 4% ➡️ 8% - Broadcom: 13% ➡️ 16% - Marvell: 0% ➡️ 1% - Other: 6% ➡️ 8% This market is going from $0.4 to $1.1 trillion so that's why Nvidia can lose share, but still grow
How is AMD not hoing broke? I can see why they gave away 20% of their company to openai and meta
AMD carries 432 GB per accelerator against Nvidia's 288GB. So every AMD MI455X sold is 50% more HBM content than every Nvidia Rubin R100 sold. If AMD takes GPU share, HBM4 demand grows faster than unit share. In plain English, AMD is a higher memory intensity customer than Nvidia per unit of compute delivered, which is even better for Micron, SK Hynix, and Samsung.
AMD had a good quarter and guided the next one above expectations. AI GPUs was below expectations which is why the stock tanked, but that's irrelevant because Helios doesn't start shipping in volume until Q4. Helios is the full rack system built on the MI400 GPU And guess what? As the Helios ramps up that's going to be another massive customer for memory & storage.
Shorting nbis, literally going to do the same as AMD and Sandisk before it
true based on OP's stop loss and taking profit strategy. Personally, I never use stop losses for companies I intend to keep. Only for meme and hype stocks with 0 profit that I only hold short term. He took profits on AMD at 100% and im still holding it after 500% unrealized gain.
They killed themselves instead of working a day job at Wendy's, saving up, then betting on AMD, NVIDIA and MU. Absolute regards sold off their life at the bottom.
1. No one is inferencing in BF16.. Not even anthropic lol. 2. Anthropic isn't 70% TPUs... They use Amazon Bedrock, AWS, and now Grok... all whom use GPUS... Specifically NVIDIA. AMD can't win this market because AI inference is optimized for CUDA. The libraries today can't inference anywhere near CUDA speeds. That MI355X is dog water for mass inference... hence why no one is using that garbage. Want to know who is using MI355X? Oracle... look at how that's working for them.. a CDS of 200 lol. 3. You're looking at old numbers... They had higher revenue pre-GPT 5.6 sol. The following headlines after that were... * Microsoft starts canceling Claude Code licenses - May 14, 2026 * Enterprise AI customers are pulling back from OpenAI and Anthropic as costs spiral out of control - July 2026 * Anthropic official says stopping AI usage is “the wrong” response to AI cost concerns - July 2026 * State Department switches to OpenAI as US agencies start phasing out Anthropic - March 2, 2026 4. * **Q1 FY2027** — **$81.6B** — quarter ended April 26, 2026 * **Q4 FY2026** — **$68.1B** — quarter ended January 25, 2026 * **Q3 FY2026** — **$57.0B** — quarter ended October 26, 2025 * **Q2 FY2026** — **$46.7B** — quarter ended July 27, 2025 * **Q1 FY2026** — **$44.1B** — quarter ended April 27, 2025 |Quarter|Net Income|YoY Growth|QoQ Growth| |:-|:-|:-|:-| |**Q1 FY2027**|**$58.3B**|**+211%**|**+36%**| |**Q4 FY2026**|**$43.0B**|**+94%**|**+35%**| |**Q3 FY2026**|**$31.9B**|**+65%**|**+21%**| |**Q2 FY2026**|**$26.4B**|**+59%**|**+41%**| |**Q1 FY2026**|**$18.8B**|**+26%**|**-15%**| Does this look like NVIDIA is losing money to you? In fact... quite the opposite. Nvidia is the leader In the AI space. Anthropic and OpenAI are tiny in the market... The real winner is local AI. If you check Huggingface... you'll see, the models are designed for inference using VLLM and SGLANG... optimized for CUDA. So when you look at a list of providers on Openrouter... 99% of them are using vLLM / SGLang for inference on Nvidia GPUS... and if you haven't noticed... the token traffic dwarfs OpenAI and Claude... :) you see my username? TheAILegend... you can imagine ;) I'm highly informed in AI inference... hence why I run an AI server with an RTX Pro 6000 and an RTX 5090. AMD can't compete. You really based your entire thesis from Anthropic... lol rookie mistake.
I had $8000 worth of apple in 2001. If I never touched it, I'd have a few million. I had 1000 shares of AMD in 2009 at like $2.5 per share. That'd be worth 500k now. I missed out on probably 10M worth of growth by selling these stocks. I have not made anything close to that in my lifetime. I did, however, double my money on both investments.....which is quite a consolation prize to the generational wealth I could have had. That's why people hold and never sell.
If you believe in the long term success of a company placing a stop loss after a big gain doesn’t really make sense. I’ve also held AMD for years now, but I also believe that they’re going to continue to be successful into the future. I wouldn’t want to be stop lossed out of my position just because of short term volatility. I bought their stock because I think the company’s a good investment, I don’t see the need to sell and redeploy the capital just because it’s gone up a lot. That’s more of a short term trader mindset imo.
So this is more political for you? The quicker you realize both sides equally suck the better. It will make you concentrate on yourself and/or family. This isn’t 2000 unless we have a ton of enrons out there. Many of these AI related companies like TER and AMD are rediculously well managed companies with the best of the best working for them…unless they are cooking the books. What I saw trump do during Covid in jumping the gun by handing out money to everyone and then Biden and his team poured more gas on the fire when he took office was absolutely idiotic so I have no faith in either party. I likely will not even vote this time around unless someone else comes out of the woodwork.
So this is more political for you? The quicker you realize both sides equally suck the better. It will make you concentrate on yourself. This isn’t 2000 unless we have a ton of enrons out there. Many of these AI related companies like TER and AMD are rediculously well managed companies with the best of the best working for them…unless they are cooking the books. What I saw trump do during Covid in jumping the gun by handing out money to everyone and then Biden and his team poured more gas on the fire when he took office was absolutely idiotic.
I want to believe you, how come you totally skipped over AMD earning because you would have a lot a lot of money
Sex Robot Inc. has committed to using Micron DRAM & SanDisk NAND exclusively because they are the best We still continue to use Intel & AMD CPUs
>That's the only argument I can partially understand, that maybe companies won't be able to expand as big as they like at the pace they'd like, but one would think they have a plan for these hurdles? For the sake of argument, let's assume everything you say about the demand side is true. That's only more reason to believe nobody had a plan for these hurdles. You've seen it all the way down the supply chain from GPUs (NVDA/AMD), to DRAM (MU/SNDK/etc), to data center infrastructure (AMAT/ASML/etc), all the way to power (CAT/BE). All up dramatically because nobody had a plan for these bottlenecks, largely because all of these capacities take a ton of resources and time to raise. Even if all of these players had predicted this demand when ChatGPT first came out in late '22, much of the capacity would just be coming online now. If a lot of these companies are spending the capex now, I'd expect that capacity to start being present at all in late 2028 or 2029. Because of the complexity and cost it's hard to see any of individual companies expanding production as fast as most would like even if supply chains were no issue. Looking at the aggregate picture, with the entire supply chain feeling the same squeeze, it pushes that timeline even further out and pushes all of the costs up. This is why I'm skeptical that they can spend the money allocated and build the capacity planned on a timeline close to what the markets are pricing.
Alright this is why the sex robot stocks went down last week AMD, SNDK, WDC, STX, MU, SKHY OK the reason why they went down is because... Yeah I got no idea actually 😅
Yup, fucked that guess up. NVDS, MRVL, etc fucking pumped. But I just had to buy AMD which didn’t fucking pump.
did you guys know that AMD gave OpenAi the right to buy 160 million shares of AMD for $0.01 per share haha that's just 10% of the entire float im sure that's a good idea
2 minutes before market closed I bought nvidia calls for some reason… I have the same feeling when AMD made that deal with open ai and it roared
Welp I lost $17k on AMD calls I opened yesterday afternoon. That was fun.
How are AMD bagholders feeling now?
Sir, this is a casino lol. But -- my take is that unless something comes back to drive semi hype in the next week (which is possible) - I don't see it rallying hard. The rally we saw last week was driven by the entire semi market overcorrecting & bottoming. After ER's this week (SNDK & AMD) and dumps on both - market "correctly" priced it with all known information. The dip was too low, rally too high. Things kinda stabled out here - and until there is some news / catalyst I don't see a big movement in either direction.
How about selling one on AMD
Damn, I am so glad I bought AMD around 5 years ago and held them until very recently. Stop Loss triggered at around 150-170% plus, could have been 200% plus if I just decided to be happy with trippling my position and taking it homn
AMD calls for 8/21?
High P/E, when everything dips, other companies are bound to have a better recovery than AMD. + it has more room to fall to bring that 170 P/E down to sensible levels
No AMD at 480 is insane
out of all possible dips in semiconductor companies, you decided to YOLO into AMD? You belong to r/wallstreetbets
AMD gonna chop sideways for the rest of the day and fuck my calls to zero huh
I just wanna cry for AMD
It's kinda wild that some companies beat the expectations and show the best results in years and barely move on earnings (HTZ, AMD, WEN) And some show worst performance and years of losses and somehow grow (f*n TCX) Bagholder rant off
AMD to straight to $500
Whatever the fuck just happened totally killed the momentum on my AMD calls recovery
So anyone thinkin of attacking and picking up some AMD at close it's dipped here
AMD and DRAM ate me alive last 2 weeks. 55k loss so far fml
Why would ANYONE buy AMD? Look at that shit
amd is down 18% from it's top, MU 27%. Your point? AMD flopped on earnings and isn't growing into it's ridiculous PE any time soon.
Yeah that’s why I sold all my AMD shares at about $14 after staring at the loss for years.
Basically it depends on what is in the news, and how the stock is doing throughout the day. I have a few rules though. 1. If you make about $1000 in a day, that's enough, don't be greedy. The stock will be there tomorrow. FOMO is better than losing money. 2. Keep an eye on AMD. The semi with most potential to rival Nvidia. When that number goes up slightly, buy SOXL. Especially if there is going to be potential positive news. 3. It's much easier to lose money, than it is to make money. If the stock goes sideways, K tend to stick with SOXS. Wake up at 4 am, and see how the premarket is doing. If the premarket is doing well, put in a limit order when you're comfortable enough, and see how the market is when it opens. This stock is genuinely as addictive as gambling. Be careful.
Should I buy GOOG & AMD dips before close
Can AMD shit itself any harder
AMD u going the wrong way today
Why is AMD such a fucking bad stock
Yo AMD stop turdmaxxing bro