AMD

0201037464793921170

AMD $600 end of week? 🫶

miata_only

$SPCX will be at interstellar💫 levels by the end of October. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z Cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers. PLUS unlike some washed up tech companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨‍🍳📚).

DubiousChemistry

No options, just margin. At the very most I had 140% margin in AMD and TQQQ at the bottom of the Iran war, but I was between 10-50% most of the way.

BadaBingSil

yeaaaah that's how it goes sometimes gotta know when to hold em, know when to fold em I keep wanting to get back in $AMD but idk it's pinned to 540 for now

bvdito

Congratulations!! Are you comfortable sharing what leverage you trade? Did you trade AMD options or is the levage SOXL?

GuwopGOAT

Imagine knowing NVDA, AMD, and MRVL exist and still buying CRBS

According-Trade-2710

AMD, been holding 150 shares since 2024, wanna see this play out so badly. Hoping for AMD to hit 1.5k by 2030.

BadaBingSil

$AMD kissing the 50dma https://preview.redd.it/qcl564b06nwh1.png?width=1250&format=png&auto=webp&s=88ec435ed2634bff0b9832a8c672229907455af7

BadaBingSil

reminder, you can sell calls at a higher strike than your entry to hedge for theta ex) I'm in the $AMD 540 calls - entry price $5.50 but now that we've had a pump the 550 calls are over $7 sell those and make it a spread, and you lock in the gains and secure a hedge gg ez

BadaBingSil

i'm gonna cum $AMD

Kulutiheges

Micron and AMD green????

dabblesest

When AMD is at 1000 in a year you’ll look back at this moment and feel shame. >!Maybe!<

Neader

I fucking hate AMD

HeavyBuilding3772

How do you get over 10k% on your trade? I bought AMD last year aswell but only get 100% upside… is it leverage? Please teach me sensei

Face_Guyy

Shorts on AMD seem good today no?

georgesoflydda

AMD 300 by the end of the year

UltimateBaghold

What price to buy AMD?

beeArebel

remember when I bought $AMD at $210 in 2023-24 and it dumped to $110 soon after. never to touch its then ATH of $235 for another year. AMD bulls will hold the bags at $500 for at least 5-6 yeara 

D_Pablo67

S&P 500 is a good base. I also own JEPQ and JEPI for more income and less volatility than the underlying assets. You need to decide your timeline and risk tolerance. You could take one of your four Roth 401ks and turn it into your go for it tech fund. I own a lot of NVIDIA, Crowdstrike, SpaceX and Alphabet. I started buying AMD on last week’s plunge because they bought World Labs and made Fei-Fei Li “Godmother of AI” a top executive.

DubiousChemistry

Leverage varies, at most I was at 140% margin in AMD and TQQQ at the bottom of the Iran war. Started with $0 in 2005, career and investing normally.

Ill-Ad1603

Need AMD to gap up to 590’s before Friday. Y’all think it’s possible?

nicknick1584

AMD, META, MSFT. Up 93%, 16%, 43% respectively.

AIPAC_SPEAKS

AMD calls 0dte buy at 2:30 and pray

mysuruhuduga

Google, Tesla, SpaceX will pump Meta & AMD will take huge dump

Hybridisthebest

fuck you AMD i wanna see you lower than 510 tomorrow

Lake-Life

No i would prefer the govt just give the money to my own account not linked to the govt at all with no ones name on it and the freedom to make whatever investment selections I want. Any govt involvement means lame restrictions and forced action. If you want to buy SpaceX go ahead but maybe other people want to buy different companies (ie RTX, NOC, LMT, RKLB, TSM, NVDA, AMD, AVGO, PANW, ALAB, etc)

HaveTwoBananas

AMD still overpriced, can see it going sub 500

Neader

Damn AMD leap I bought not going to do too hot

ConclusionEven6917

Semis are just getting non stop molested. AMD for example was down 15% just last week, dogshit stock gives some hope for end of selling with a 4% gap open today. Shit isn’t even up 1% anymore and selling hard after hours

Key-Dust1827

At what point do you say it's enough xp... 3 million, 6 million 12 million'... And why get out in the dip? Well AMD personally i find overvalued anyways....

Bubbly_Doughnut_3880

You are contradicting yourself. In your first post you "said looks like a pump and dump", then I asked you about research and you spoke about your age and career and then backed down on the pump and dump, then I asked about the merit with your age and career and then we have this comment you have here right now. I don't know how using AMD and doing research on AMD are the same thing. I would imagine anyone who has used or played a desktop computer or playstation has used AMD in some capacity.

cward2208

You must have a short memory because I'm responding to your statement about whether I've done any research about AMD.

Bubbly_Doughnut_3880

yeah but its part of the hyper scaler cycle so it will have a valuation to carry that. I don't know why you are saying overhyping AI and chip makers. I don't really know what your age or occupation have to do with merit in the context of this? Are you saying buying since you were 16 and you being 40 now somehow affects the market realities? I also don't know what overhyping AI means and chip makers. I just saw a Google executive talking about why they are with SpaceXAI data centres because they don't have enough compute space and needed that as a bridge as they are building out theirs. So to me, that just tells you something. it's the same with Anthropic, did you see how much they are estimating their compute spend for next year is? And you have Microsoft pulling out of one recently because they don't see them coming online fast enough. I think there's a craze demand for infrastructure tied to AI and I don't really think it's overhyped. In fact in the context of being prudent, AMD is actually the most prudent with their estimates.

cward2208

I'm the director of IT operations at a corporation. I've been using AMD since I was 16. I'm 40 years old now, so I'm very familiar with the company, their value add, their product, and what they bring to the company. I don't think the company itself is fraudulent, not worth much, or a pump and dump. I think the listed value on the stock market is highly overvalued and heightened due to the current environment we're in, where we're overhyping AI and chip makers.

Bubbly_Doughnut_3880

have you done any research about AMD? why do you think its a pump and dump at 500? did you check its average rating amongst analysts? Did you see the last earnings about what next year entails? how much volume they are planning to pump out for their product compared to this year? research a bit more about AMD

HuckSauce

Mate, that is where money is made. You could have said the same thing when I bought AMD on tariff day. +500% since. The market is not efficient regardless of what your finance professor says, never has been and never will be as long as humans are in the loop and making decisions on emotion. It looks like the majority of people have no idea on the length of time between capital outlay and revenue generation time, so they think AI has no ROI and neoclouds won’t have revenue to cover their costs. It’s not only wrong, you can look at the take or pay contracts that cover their debt financing and do the math. Cost of capital increasing doesn’t make the ROI negative, it pushes a 2.5 year payback to 3-3.5 years. Find a company not using tokens, I will show you a company who won’t be competitive for long. Even in the event OpenAI and Anthropic stumble, tokens will be generated by a model (open source or not) and there is only so much powered compute available on the market. Demand will outstrip supply for the foreseeable future based on CURRENT model capabilities and CURRENT use cases. That doesn’t even factor in new growth vectors with next generation models.

Usual_Syllabub9213

What’s the likelihood of AMD at $600 by Wednesday. Call option expiring Friday l. Am I screwed?

1977classic

**The Catch:** The company has to actually build out the expensive infrastructure, buy advanced AMD GPUs, secure massive power grids, and successfully deploy the technology before they can collect most of that money. **Immediate Cash:** They are only getting about $40 million in initial prepayments. The remaining $1+ billion is spread out over years, and there are severe execution risks if they fail to deliver on milestones, face power availability issues, or hit permitting delays.

davide3991

AMD going upsies or downsies?

powerboner

My AMD sells never filled because of Robinhood’s outage this morning now I’m liquidated LMFAOOO. FUCK

powerboner

Schwab and Robinhood have been issues today. My AMD sells got stuck and wouldn’t fill even under bid. I opened a case and kept all screenshots.

Ill-Ad1603

It really doesn’t take much for AMD to give up gains, does it.

rudolf_de_Leeuw

If cautious guidance gets punished that hard, doesn't that suggest expectations are priced closer to perfection than the headline PE ratios imply? I'd be curious whether you're looking at forward PEs on MU and AMD, since memory earnings in particular tend to look cheapest right near the cycle peak.

powerboner

Guys am I trippin or are AMD sell orders not getting filled for options? My $555 calls won’t sell even at the lower limits

h8beinsober08

AMD frozen cuz Meta earnings gonna send it back to 650 and Robinson doors not allowed to participate

powerboner

Uhhhh, is anyone else’s AMD orders not filling?

mightyblend

Why am I holding AMD, AVGO and NVDA when I could just buy SOXQ and (theoretically) stop caring?

OrangeForeva

In 2016 you were correct, but always good to diversify a bit. AMD at $12 was a good deal to hold 1000 shares at least.

ItsyBitsySPYderman

No one is a bigger a retard than me. I owned 1000 shares of AMD in 2016 at $12 average. Sold them at $21 cuz "That's like a cheap NVDA knock off man. Noone wants AMD GPU's..."

dabblesest

Last chance to buy AMD for under $600 >!Yes my calls expire this week :(!<

dabblesest

I liked you better above 600 AMD, just saying.

QuarterDisastrous479

AMD probably gonna go back to 640$+. Im liking kt

myboywears

You should try it. !banbet AMD 555 1 week

BadaBingSil

https://preview.redd.it/jbw0raj4ifwh1.png?width=468&format=png&auto=webp&s=2a234a6db36f47533713c7819814fa21fccba391 mostly flat some action in MU, TSLA, AMD

RanaMahal

FWIW I think that Huawei and Xiaomi have had big breakthroughs and are rapidly catching up, but that’s only cuz China is throwing literally billions and billions into getting them there. I predict they’ll have some legit modern GPUs by 2028-2029. However, that’s still far enough away on the timeline that TSMC will also have increased production as their new processing mega plant opens, and we may see the 6000 series if they have the chips, so China will then be one generation behind Nvidia / AMD again. Neither of these things solve the problem of having zero compute available until 2028/2029 though.

Public_Umpire_1099

Exactly, it is such a wild take. Quality GPU cores and HBM are quite literally some of the hardest things to manufacture. Huawei, with full backing from the Chinese govt cant even make GPUs equivalent to what AMD and NVIDIA produced 4 years ago.

Ill-Ad1603

Need AMD to close above 590 this week.

NailDull2586

AMD

Valkorion335786

Jensen used to work for AMD Crazy

green_apple_trees

Revenue is growing the problem is a lot of AI related companies don’t have profitable business models or they have profits but they are relying on demand from unprofitable customers. For example Open AI and many other LLMs are losing a lot of money and if they go down then the revenue and profits of Nvidia, AMD and Micron etc go down. Profitable business models eventually have to be created or the whole industry will have a nasty downturn.

impulsivetwerp

I’m not too certain of that. It’s burned me in the past when I’ve been bearish on AMD, but I’m still skeptical and keep having a gut feeling that it’s gonna get a correction. So steering clear of AMD/ ARM for now

True_Truth

You forgot AMD. That shyt is going to fly to 650.

john510runner

How do you see things unfolding for AMD? Your comments above can easily be turned into a juicy post imho.

Notorious_Quan

AMD and NVDA easily!

r2002

Nice thank you. Google and Amazon are my biggest holdings as well. Though I missed the boat on AMD. Best of luck to us both! I think Amazon is going to lead in robotics given how much immediate use they already have for it in their own workflow.

invester13

AMD, NVIDIA, GOOGLE, and AMAZON. Sold Microsoft recently, at the wrong time, if I'm being honest. I truly believe Amazon will have their Google moment soon and will shoot past 300.

Waste_Bad1924

You have enough money in your account to recover. Just go slow. Buy good companies on this dip like Dell, HPE, AMD, NVDA , VST. with all the remaining money and you recover in 2 months

claytondpark

AMD hit ath then went into bear mkt in 2 wks 😂

Bjamnp17

AMD.

Ill-Ad1603

They didn’t have muse back then, also market cares more about their capex this time. I’m not betting on meta itself to go up, I got AMD 565c’s for 10/23

Jerakl

Fuck ain't that great. I had to let go of my AMD shares I got Jan 2025 last Sep to pay rent. Wouldn't have been 16 Mil tho that's stellar lol

andytobbles

In a grand attempt to “stunt on these hoes” Ima need AMD back at 600 asap.

GrossFleshSack

I've been cucked by cxmt when I could have been in SOXL. But at least I was half in AMD and that absorbed some of the loss. Now considering going deeper into CXMT.

Due_Negotiation6104

AMD will not hit 600, and im long since $100

Ill-Ad1603

Will AMD hit 600 this week or nah? I’m thinking zuck the puck will pump up the stock?

ClaytonKershaw22

All in AMD if it hits 450

magenus1984

10,000 Oracle shares averaged 135, followed by 4,000 AMD averaged 140.

mdh1119

You could do worse than to buy a few QQQ Calls good for a few weeks, ATM. I think this will recover from the drawdown, especially in hardware stocks. However, Q3 2025 will be reporting through November, with AMD early in the month and NVIDIA later on. I think if there is going to be a major correction it will be then. You could go long entirely on QQQ ETF only but hedge with long puts on pivotal dates. So if you get gains on the QQQ calls between tomorrow and then, sell them as an important date approaches (eg NVIDIA in mid month).

Unlucky_Goat_1678

AMD or NBIS seems to have the most asymmetric upside

I_pop_Jardiance

Same, got AMD leaps...post midterm pump wjll retire us.

Ill-Ad1603

My AMD calls will print bigly

andytobbles

You buy hyper growth when the p/e is high. If you buy when it’s lower the reality is it’s either really cheap in price or it’s caught up to its earnings. AMD obviously isn’t cheap so it’s still got some way to go. I bet we see 700s this year

Any_Mud_1628

Yea its nothing like AMD or NVDA from 5+ years ago

greenpride32

Forget about AI GPU compute for a minute. The reason why AMZN and MSFT have soared in the past decade is due to wide adoption of their CPU based hyperscaling. I don't think you can really call an NVDA GPU a commodity because AI for past 10 years was developed on CUDA platform. You don't just replace NVDA with AMD in this case. But CPU's and servers had already been a commodity for 2 decades. If AMZN and MSFT can get high margin for those commodities, just imagine what they can do with limited supply NVDA GPU? And AMD will probably come in with some inferencing too. Something to keep in mind is when you rent capacity from the hyperscalers, you aren't just buying the pure output power of resources - you are paying for a services layer, a physical protection layer, a security layer, a connectivity layer etc. Imagine I delivered a GPU rack to your house or even your general office business location. What can you do with it? You don't have the power, the cooling, probably not even the know how etc. You pay the hyperscaler premiums because you can login to a browser and with a few clicks you have something operational, or login and deploy a snipet of code and boom you have access to a resource.

FistEnergy

P Equity Research: "Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same." Poke another hole in the AI bubble.

Oshiokusun

Just a reminder that a company called wisprflow is currently valued at 2 billion. What they do you ask? Speech to text. Something anyone can do from their keyboard for years. But they use AI.... Yes AI has utility. So has the Internet in the 2000s. Still a bubble. Back then everything had to be online... Now everything has to be AI. And just because they use AI the can raise hundreds of millions.... It's crazy what you see happening there. The valuations are out of control. People now realized AMD can also support AI infrastructure and chart went up 500% in a few months. That's crypto level mania.

JustLurkCarryOn

Freudian “loves AMD despite red flags” slip

CALMER_THAN_YOU_

More like NVDA, AMD, GOOGL, MU, SKHY, suck it

reicaden

So what do I invest in to gain some of this action and upfront aside from chip makers? Im already heavy AMD and Microsoft and TSMC or w/e and Nvidia and Amazon. Whats next?

Steak_Itchy

You guys see Morgan Stanley's AMD forecast cut? These dumbass bulls were in such denial of the AI bubble and they are about to get fucked for it.

PolyglotGeologist

I thought about that, but the market cap of Intel is huge compared to AMD or Dell or Nvidia any of the other ones that have gone up like crazy

lolman1312

another typical michael burry argument, GPUs have much higher longevity than you think and this is already documented and proven. also with NVIDIA making GPUs considered an investment asset class that will be bankable this argument will only get weaker over time. and with open source models continuously becoming better and easier to run on lighter equipment, this means older GPUs will retain their value better and better without the need to constantly upgrade. NVIDIA WILL come out with a more efficient chip, AMD will in no time as well. that can only ever be a good thing, not a bad thing. if you don't understand that you just don't get the AI trade

lurker512879

AMD, I bought at 89, just sitting on the rocket. I just wished I liquidated my other poor performance stocks at the time took the loss and yolod all into AMD..I didn't do my measly 26 shares doubled my entire portfolio initial fund

I_WantToDo_MyBest

When you bought AMD, was it a breakout from a base in an uptrend, or a dip-buy while the stock was weak? And what was your initial stop?

looool_k_libtard

AI crash Monday through Thursday. Memory, data centers, NVIDIA/AMD will all be down 40-50% by then. Emergency meeting Friday morning before Tesla acquires NVIDIA to avoid bankruptcy. Elon saves the planet again per usual.

No_Proof_2736

NVDA with a healthy lead in front of AMZN, AAPL and AMD AMD was tied for 2nd place not long ago but dropped to 4th 🤬

PolyglotGeologist

You think it’ll go up like AMD and Nvidia?

Choobtastic

https://preview.redd.it/u9id8oqa37wh1.jpeg?width=1168&format=pjpg&auto=webp&s=4aaff907d8640b09d3ed97525a1a53cf70b9efb4 AMD

Lugoe

Mu is taking at a forward pe of 4.7 rn and sdnk at 5.6. You will be fine on that front but honestly idk if AMD and Intels futures are as solid, at these valuations it all depends on if they can compete with NVIDIA and it's looking more and more like they can't

ApprehensiveStark25

AMD