AMD
Advanced Micro Devices Inc
Mentions (24Hr)
142.11% Today
Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
Have you checked out semiconductor companies like AMD, Intel, Global Foundries, Texas Instruments, Samsung, etc. they love EEs.
How are you quoting a high price of it having done well in the past as some kind of gotcha when your first comment is about AMD not doing something for years lmao
People have been promising AMD’ll do something for years now. Spoiler: it won’t
So many people are still sleeping on AMD. The fact that it’s holding and even gaining when the Nasdaq is down over 2% speaks volume. Hyper growth cycle is coming over the next year. Reminds me a lot of Broadcom holding up better than other semis during the tariff meltdown.
no, but the price action on INTC is extremely bullish, it means no matter what people are buying, see today as well it was up 6% intraday I was watching MU and AMD, started loading puts when those 2 dipped, yet INTC still went up by 3.5+0.5% eod
About $8,000 on 11/12. I was holding AMD puts during their investor conference. It went up like 7% or more that day and panic sold. AMD then proceeded to drop 20% over the next 2 weeks which didn't feel great lol.
I find it funny that on any other day, one slight budge in the market and AMD goes crashing down. But not today. SMH.
You're not a moron, today (01/20) is just the start. I think this could be much worse than last April. That dip rebounded rather nicely, and those that bought in April, did rather well. This time around, there's more than just tariff worries at hand and I think the dip could last a lot longer than a few months. I'm in the process of selling some positions where I'm up a decent amount and playing it safe. PLTR, PANW, AMAT, IBM. I'll keep others and hope they don't tumble too much, AMZN, GOOG, NVDA, AMD. However, they soon may be on the sell table as well. 10% correction? If today is any indication of a long term bear dip, I'd say more likely 15-20% If I were in my late 20s-mid 30s, I'd be overjoyed if I had decent cash reserves and time was on my side, but while I have decent cash reserves, I'm too old to play catch up, especially with all the geo-political, socio-economic turbulence currently taking place. 1%ers are loving this insanity, they'll make another killing, like they did last April.
AMD is so regarded this would be the fucking day it decides to spike.
INTC = Supporting U.S. Government = Buy or attack Greenland. AMD for chips is a safer international market bet.
Calls on AMD if INTC is not distancing itself as a U.S. company. It's earnings don't really matter if DRAM is expensive and International market sours on INTC as a state sponsored company.
AMD pumped all the way to $239 and I didn't sell my calls, wtf is wrong with me
That's good. Intel is the ex that you find out sleeps with Mango and the world gonna be hating intel chips after they equate it to attacking Greenland. Friend of my enemy... At least the government hasn't taken a stake in TSM or AMD.
What’s with AMD today?
NVDA red and INTC/AMD green. What a fucked up timeline
Made some money off INTL and AMD puts. Quick scalp. See y’all tomorrow
AMD up NVDA down? What is this dark sorcery?
The funniest thing in the world would be AMD acquiring INTC.
The year is 2030. AMD has just acquired NVDA. 🦉
#Green on the day baby. AMD Rippin’
I have no idea what AMD is doing but I like it
I will never talk shit about AMD again after saving my port today
AMD breaking out. Hop on for the ride up
AMD is already sold out of data center chips for 2026.
cpus are such a small market compared to gpu's which is what AMD is being priced at
How tf are my two babies AMD and LUNR both green 😂
metals green, AMD NFLX PG green, WMT was green, NKE UNH are flat and there is more
AMD safehaven, in Su Bae we trust
Looky looky, AMD green. muahahahaa
whoa, AMD ain't heard no bell.
Rare AMD green during a -3% NVDA day
Me thinking AMD could be like MU today, lol!
AMD green! That great store of wealth in times of uncertainty
... Not that bad thus far? AMD isn't even down a 1%?
youre asking the right question because margin requirements are what kill most people who try to "just sell options." for cash secured puts you need 100% collateral. so one TSLA put at $500 strike = $50,000 tied up. if you have $200K equity and want to run multiple positions, one TSLA CSP eats 25% of your buying power. this is why most people either: 1. trade smaller stocks (sub-$200 stocks so collateral per position is manageable) 2. run spreads instead of naked puts (defined risk, way less margin) 3. have massive accounts where $50K per position isnt a big deal id rather run 3-4 positions on stocks like AMD, AAPL, or SPY where each position is $12K-$25K collateral and i can diversify.
Plays for today - AMD, LUNR and SERV
**na lol** **Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.
i can suggest 2 stocks to see how it behaves with stable AMZN\* or NVDA volatile RDDT\* or AMD personally i am into \* will be looking for better results details
**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.
**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.
Yeah, AMD looks set to pick up some of the slack with Nvidia cutting consumer GPU production.
Why they put Lisa’s face on the AMD installer and why she looking at like that damn gurl
Puts on AMD Shit crashed on me and now I need to uninstall and reinstall this shit
Google is more of a competitor to Nvidia than AMD these days.
I'm laughing at this thread. Quotes: "My AMD puts will print." "My HOOD puts will print." Are people really buying random puts despite massive TAM and momentum in specific tickers? Is your goal to capture some random drop? No wonder most people here lose to SPY.
My AMD poots are printing tomorrow
Good enough for me, buying more AMD calls
We ride the wave from DJT. He has consistently caused Volatility spikes where there’s none and that makes us money. I’m selling puts on NVDA, AMD, TSMC, MU, AVGO. Strong companies that should rebound once DJT TACOs.
AMD still 230 after dumping
Solid list. I would add AMD as well. They are the only direct competitor to Nvidia, but have a much smaller market cap. 377b to Nvidia’s 4.5t. Nvidia is also cutting production of consumer GPU’s which will only lead to a boost in AMD sales.
Yeah, making a new board/cooler and some drivers to have that chip run as a consumer chip isn't that hard, and something I would expect companies like AMD/Nvidia to do if the AI bubble pops and they now need to sell their production to normal consumers again (and also sell all the stock of AI cards no one needs).
AMD crashed in Xetra, well, "crashed", 5%.
https://preview.redd.it/3fce8yy27ceg1.jpeg?width=894&format=pjpg&auto=webp&s=ccc0eb11394642b72b82dcee35f958d25d187150 More Tiger Brokers artwork haha, AMD too. Im on a higher tier account, can use my promo code 1OUYZD to get $150 USD (instead of the usual $90 for new sign ups 😁)
I did this and I bought individual stocks. $CELH $GOOG and $AMD $OUST the rest are index funds
No worries , I have bought & sold Micron at $150 -$160 range several times for quick profits too . But now since things are clearer , to me it looks like this is one stock to buy & hold onto it for all the right reasons. The three top tech companies last year were Data Storage companies Sandisk , Western Digital & STX (Micron was 4th) . Micron is SOLD OUT for year 2026 ! They Groundbreaking not only in US but also trying to acquire fab companies in Taiwan . The stock is running towards $400 easy . All the new price targets are well above $400 . Investors from AMD , NVIDIA & AVGO etc all tired of running sideways for months are changing their positions. Oracles pull back was it being overpriced , while MU P/E ratio is the lowest in its class . Micron Director is buying $7.83M+ shares this month at $336-$337 says a lot about the stocks itself . So going forward I don’t think there is any dip coming , so I believe in Buy high & sell Higher when it comes to Micron .
China and the US are the only countries who could pull it off. The US has the core EUV tech already (since they developed it) which does put them ahead of China. And they have the money - this would likely be done in a consortium with Nvidia, Apple, Intel, AMD, Qualcomm, etc. who have absolute mountains of money to spend. it would cost an absolute fortune and take years so it’s obviously a last resort. The status quo is still very much the best arrangement for the US and ASML.
AMD is not catching up fast. This is what fan boys want you to think. They have about $12B in GPU sales compared with Nvidia’s $200B+. No one is going on tv telling you they’re dying for more AMD chips. AMD is going to be the second choice and will likely end up with 10%ish share but they have no path to supplanting Nvidia. Lisa Su’s own projections about getting tens of billions in revenue tell you they’re also projecting just 10% share, considering she also says the TAM is going to be $600B+.
AMD is catching up fast. AMD is looking to grab that CUDA money, now that it has all the scraps from beating intel into a pulp. Well intel punched itself out, but still ... Lets see if history repeats itself again like it did versus x86.
I left a comment earlier saying how I was gonna take a break from options and use shares and leverage etfs for now. But to find these I was in Wall Street Bets daily chat everyday for a week, and you can kind of feel out the plays that are likely to work based on what/how much people are saying about it. For example MU, every one was spamming MU and SNDK, I missed out on SNDK, but I bought calls on MU and sold for good profit. Some other plays are my own intuition, like AMD dropped a crazy amount last week on no news, I bought calls for August, and it went up a decent amount the next few days. Same can sort of be said for something like PPLT, recently precious metals have been skyrocketing in price and on WSB all they talk about silver. I thought silver already had its run so I Bought PPLT calls instead, and that also worked. I’m not a genius, these plays weren’t bad, but being up 85% in like 20 days is pure luck
Am chip company employee. Cuda good because gpu programming is cuda. LLM trained in gpu use cuda. LLM trained on Nvidia fast because networking. TPU good because Google invest many eng many money make LLM trainable on tpu. Google networking good too. Train LLM on AMD? Not at scale. Networking bad. Data interconnect bad. Cuda equivalent bad. AMD shitters TPU as good as GPU? Idk. Matters? No. Google prove capability. If CTO of Regards Inc. sign $$$ to use tpu, you use tpu. Google manage TPU in GCP so less hassle.
AMD is even more screwed
I think more & more investors will start moving their investments out of NVIDIA & AMD both of which have been running sideways for quite sometimes now . Glad to hear you already made that move . Good luck 🤞
I sold AMD and bought MU two weeks ago. Definitely a solid high growth potential stock.
As a hyper AMD bull, I would sell on any massive green candle
Im just going to share this with you because I’m not the best person to give advice when it comes to trading. Been a trader since 2010. Still learning and tons of loses. I made 54k from an AMD short the other week. It was all gone after a few days because I thought I was in control of the market and in the zone. Next time this happens, I will take a month break from trading and pursue others hobbies.
Believe it or not, when this sub was all in on AMD, which was trading at less than $3 a share, there were actually a decent amount of people here with at least average intelligence
My small shares in Intel from some time ago is going to help well this year for sure, or was that AMD
That’s what they said about META , AMD, SHOP, and bunch of other stocks when they tanked few years ago
That's absolutely not true. ARM chips are British. Cloud used more than AMD and Intel. You seem heavily biased and missing the point completely. Please stop embarrassing yourself and talking with some much confidence about topics you don't understand. Stop saying "but TheY aRe 10 yEArS aWaY". It's just not true and it's not the point.
Not writing the below to be rude or controversial. Just wanted to share my findings. The market has moved away from value a very long time ago. Companies can't just mature then issue a dividend and grow slowly like KO and command a premium in their stock price. Wallstreet wants ever increasing growth. That's part of the reason ADBE is priced as it is. The growth story is feared to be done. Damn the rest of the business and how incredibly sticky the product is. Past gains don't factor into today's stock price, only future gains do. GOOG was priced with such a low P/E before its run up for the same reason. Wallstreet feared that the growth story (and the monopoly lawsuit) was done and when that turned out to be false, the stock moved back up to growth P/Es. Any growth stock (most tech stocks) that stop showing growth will see their share price collapse overnight. That includes the Mag7 and all the big chip companies that have had huge runs in 2025 like: NVDA, AMD, AVGO, CLS, WDC, STX, SNDK
Not true: https://www.reddit.com/r/AMD_Stock/s/6VrxXT3WRJ
All you need to know: https://www.reddit.com/r/AMD_Stock/s/6VrxXT3WRJ
We don't have any bleeding edge chip manufacturing. We have no major cloud infrastructure and software companies, either. How are we going to substitute for AMD, INTC, NVDA, MSFT, GOOG and such?
If you have followed CES, it is AMD that has fallen behind.
Nice port dawg, you think NVDA has a good chance to start going up again soon? Interesting you are in AMD instead, Micron looks like a mini NVDA happening, but they have fierce competition with Samsung and hynix, idk what happened to Nvda is 10 years ahead? They don't even need the Chinese market right? Shovels for the ai race or something.
From whom would we get CPUs if not from Intel or AMD?
”They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM” Who do you think makes these chips exactly? TSMC and Samsung both very much rely on the US. That wouldn’t go very well. Also, almost all professional software is on x86 and does not run on ARM. That wouldn’t instantly kill their (already) dying industry and few tech firms they have. Unless you want the european economy to be solely held up by luxury fashion brands, you might want to think again.
Getting off AWS and Azure would be pretty straightforward. That's where they make all their money. They could ban Facebook and Instagram tomorrow and be much better off. The faster they get of x86, the better. They could slap a 50% tariff on AMD and Intel and be doing the world a favor in expediting the transition to ARM. Windows has become spyware. They should get all their government and defense off of it anyway. The USA can't be trusted. All their shit is probably full of back doors.
Gonna be wild when Europe finally decides to ditch Amazon, Google, Microsoft, Intel, AMD, Nvidia, Oracle, and Facebook.