AMD
Advanced Micro Devices Inc
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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?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Thoughts on this? 18 years old
What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Mentions
Can someone please tell AMD that I work hard for my money and to stop stealing from me?
7 fig exposure spread between AMD, GLW, MU and SNDK lol
Wow AMD is getting wacked
Caught my AMD out on perfect timing. Thanks haters
AMD dropped my entire investment portfolio by 10 percent. I'm not going to sell at this point, even if it collapses. Fuck you damn bears.
Everything except AMD needs to go up
AMD and NVDA down more than everything else is a true testament to the market fucking me over in particular hahaha
AMD just really had to fuck my short last week before going down 🤬🤬🤬🤬🤬
Fuck yes. Red MU and AMD. The day’s over before it even begins
AMD trying so hard to go red
AMD was a good short above 550 like 6 times
Firstly I appreciate the detailed counter post even though we're always taking the opposite sides of this debate. >The original two 18A products are both delayed. Maybe CWF gets an excuse because of hybrid bonding, but there's really nothing else to blame for PTL. Yes both 18A products were delayed, last year 18A yields were terrible and LBT said so himself. They're out now, selling fine, and yields now seem decent. In 2022 Intel was fielding 40 core DDR4 Ice Lake on 10nm vs 96 core DDR5 Genoa on N5, an awful matchup in every way. Yes GNR is behind Turin, and DMR will come in 6 months after Venice and still be worse but at least they're in the same ballpark. > This is not a good thing, because it means NVL is officially delayed. They haven't announced a delay on NVL yet. Even if they're moving mostly to 18AP they could still release the N2 models early and AMD also delayed their desktop chip about 6 months. > Based on a CPU boom that no one really predicted, and Intel is thus very supply constrained for. >Paraphrasing, I believe it was Stacy Ragson in one of the Intel earning calls - "how are you supply constrained when you have your own fabs". Sometimes the market swings your way, this comment is like saying Nvidia doesn't deserve the AI GPU boom because no one could have predicted LLMs would become this big this quickly. I also disagree that it was impossible to predict the agentic CPU boom as it was one of the reasons I invested in Intel last year. Stacy's comment was like 2 earnings ago, it takes time to re-organise your manufacturing base in the face of this level of sudden demand. In this quarter we're seeing that Intel is able to answer the call for more CPUs and I would bet in the coming quarters they will be able to capture more excess CPU demand than AMD (although time will tell on this one). > >It is not. At this point there's basically a 90%+ probability apple will use 18AP/14A and the Trump admin has said it several times. >This seems to be more like no one wanting to use BSPD than BSPD being "shaky". Because Nvidia historically has always gone for large dies, so you have to assume Nvidia must be trusting them to hit their targets on that for yield. >TSMC A12, which is supposed to HVM the same year as A13 btw, does use BSPD. Weird you did not include that, when the timeline is the same as A13. A14 is their next node shrink from N2, and TSMC always starts off with the non-BSPD variant to satisfy mobile customer which is mostly what their lead customers want. Yes I know A12 uses BSPD and comes out alongside A13. My point is that TSMC are not confident enough with BSPD to adopt it into their major nodes and are keeping in relatively small volume. TSMC has communicated that BSPD is more expensive and not always needed while Intel's position is that they can manufacture BSPD for the same price and are doing it in high volume and good yield right now. >Until it actually proves itself by doing so, I doubt it. Don't you find it weird that, if this is true, rumors still indicate that Nvidia would only give *some* and not *all* packaging for their next gen GPUs to Intel then? If TSMC literally *can't* do what Intel can, how does that work out? The rumors here are saying Nvidia is only using EMIB-T for Rubin Ultra's top config which makes perfect sense if EMIB-T is actually the superior packaging solution but in comparatively low volume. Right now TSMC has like 5x Intel's packaging capacity so Nvidia could never move all of their demand onto them. Anyways yes I agree that Intel royally dropped the ball for a very long time and I can see how it's hard to take them at face value. However what they have currently delivered on show this is not same Intel as the one 5 years ago which was run by accountants, decided to skip EUV, and hadn't built a new fab in 20 years. As a side note it's bloody hard to reply with this many quotations so fair play to your earlier comment.
Micron, SanDisk, and SK Hynix have long-term customer contracts that lock customers in Nvidia, Broadcom, and AMD (I own both companies) do not have long-term customers. Customers can do what's best for them by picking GPUs or ASICs. Regardless, GPUS & ASICS all need memory & storage.
This isn’t protecting this is literally blackmailing or threatening. If he was standing up for AMD vs China then sure but he isn’t
What likely is happening is that Intel was first to finFET technology in 2012 with Ivy Bridge. It was included in their 22nm technology. Then came 14nm finFETs launched around 2015. In the meantime TSMC launched their first finFET node on 16nm in 2015 for the Apple A9. The A9 were used in the iPhone 6s and 6s plus. This marked their transition from planar transistors to finFETs. At the same time TSMC were developing N7 and N7P that took advantage of EUV technology by 2019. What I see is that Intel were first to finFETs and kept working with their DUV machines to push for more. TSMC on the other hand used their DUV machines to get to finFETs but then immediately transitioned to EUV to eventually surpass Intel. In a way, I kind of see history maybe repeating itself again. Intel 14A is launching in 2028?2029? Nearly 14 years after 14nm launched.... And they are now in a similar position as before. They are launching 18A with RibbonFET on PantherLake Core Ultra Series 3 while TSMC is holding off on GAA until much later. To be honest. I am just extremely happy that we have BOTH options. I will likely be using all these technology companies. AMD, Apple, NVIDIA, Intel, and Qualcomm chips. Many many product stacks to use. Qualcomm make for amazing handheld all-in-one emulators that cannot be beat. Intel have amazing chips for fleet management. AMD have the best performing CPUs and NVIDIA is just incredible to use. Apple has no equal with their technology and iPads. They are the standard for POS systems that cannot be beat. We are honestly all incredibly lucky to have this tech today. It is incredible.
Thanks dude. I think AMD will pull back, I’m out once I see a sharp decline in a day. I’m thinking 10%+ in a day
Intel at $22 and AMD at $220. A little later, but I am still with you.
AMD trades at a 178 PE. Consumer AI is where the real money is at. But good luck with all that.
I sold GOOG at $160, AMD at $90, and INTC at $18, if that all makes you feel any good. Also went pretty much all in on Ethereum at $3000 or so along with some other shitcoins. Currently down almost 60% from portfolio ATH back in September 2025
The only option I even considered recently was an in the money July 17 AMD 185 call for $40 back when it tanked in February. That would have printed cash. Le sigh. $4,000->~$35,000
AMD refusing to stay down for the count !!
AMD is a great company and all, Lisa sold 20% of her company to get people to buy her product, she was desperate and she had to make a move or she would be locked out forever. However, it's currently 2X-3X time more expensive than the market leader on every metric. Once Zuckerberg and Altman cash out their hundreds of millions of shares, it will return to being the Advanced Money Destroyer, but for now, it's the new darling and worth every penny of its 70 forward P/E.
Im gonna take a wild guess and say on Monday AMD will go to 550 and MU will go to 980....then on tuesday amd will drop to 500 and MU will drop to 904
What is wrong with AMD now? Jesus
Both NVDA and AMD are expected to generate around $13-$14 EPS next year. One is the undisputed AI leader with best margins but selling at $200, and the other, well, it's a great company, but it's $525!!! Something just doesn't add up....
AMD please drill so I can buy more at end of day please. thanks
Oracle hasn't built all those data centers yet. They will never have over capacity. period !!!! Even if OpenAI goes down as a company (Highly unlikely!), Oracle still hosts open source and cheaper LLMs like Llama and potentially chinese open source LLMs as well. You still need data centers to run your AI loads whether in openAI or Anthropic or Meta or Chinese LLMs. Oracle is punished too unfarily due to credit rating downgrade. Oracle still has other entrenched busiensses that are not going away anytime. Oracle will find some innovative way in their dealings with NVDIA, AMD to not outright buy their GPUs upfront and hence reduce their costs.
Anthropic buys compute hardware from AMD on credit, then AMD “invests” in anthropic with loans secured/justified by the revenue from selling hardware to Anthropic. Anthropic uses the “investment” from AMD to pay off the debt they used to buy chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD. Then, Anthropic buys more compute hardware from AMD on credit, AMD then “invests” more in anthropic, with loans secured/justified by the revenue from Anthropic. Anthropic uses new “investment” from AMD to pay off the debt they used to buy more chips/compute from AMD.
if you had $100k and can only buy either NVDA, INTEL or AMD only. Which one are you buying? It has to be $100k into a single one, no splitting
AMD going green was the sell signal lmao
GUYS, REAL QUESTION: Does AMD have potential to go to $1000 now that they are competing with NVDA?
Watch AMD shit itself as soon as it goes green lmao
AMD green today, INTC red 😂
AMD happened long before Nvidia did.
Can INTC act like AMD you fucking pos
Why AVGO and AMD getting cooked
"baird raises AMD price target to $1250. Is that reasonable? lol
Hello everyone, I am building a stock portfolio to hold for the next 10 years. My main goal is to profit from the growth of AI, but I want to be smart and safe about it. I am looking for honest feedback and practical advice from people with real experience in the market. My main idea is to invest in the whole "AI Stack" (from the physical hardware to the final software). To reduce my risk, my strategy is to buy a "pair" of competitors in almost every area. Here is the portfolio I am planning to build: **1. The Brains (AI Models & Software)** * **Anthropic & OpenAI:** Since they are not public yet, my plan is to wait for their IPOs. However, I will not buy on the first day. I plan to wait about 6 months (the lock-up period) for the market to calm down and the price to drop before buying. * **Google (Alphabet):** To pair with them and have a strong public company right now. **2. The Cloud (Where AI lives)** * **Amazon (AWS) & Microsoft (Azure):** They rent the huge computers that make AI work. They already make a lot of money from this. **3. The Design (GPU Chips)** * **NVIDIA & AMD:** The two clear leaders in designing the chips that power everything. **4. The Memory (RAM / HBM)** * **SK Hynix & Micron:** AI chips need this special and fast memory to work well. **5. The Factory (Making the chips)** * **TSMC:** I only have one company here because they make almost all the advanced chips in the world. Without them, the design companies cannot build anything. **Questions for you:** 1. **What are my blind spots?** Is there a weak point in this strategy that I am not seeing? 2. **What about Energy?** I know AI uses a huge amount of power and generates a lot of heat. Should I add energy or cooling companies to this 10-year plan? If yes, what are the best options? 3. Did I miss any other important area of the AI market? Thank you for your time and help!
AMD, please stop jerking me around. Just go up and stay up please!
Try again idiot AMD js down 7% since you commented
Honestly thought AMD calls would’ve printed yesterday, and they did after intels earnings, and then came more war truths
I’m just watching AMD go lower and lower and lower
AMD puts at open were the move...holy shit
"Market only has eyes for AMD right now... and why not? Fantastic story and Lisa Su is fantastic. But there is room for others!" --- Jim Cramer
AMD options even 1 day out are fucking expensive.
it will come, if Anthorpic AMD deal and Google TPU story can't bring it down anymore, it is heading higher.
$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings . We saw $GEV yesterday . All hype memory crash not over, like $MU $SKHY $WDC $INTC $AMD $AVGO and many . GOOG spend for own TPU and own hardware V2-chip , not for $MU etc https://preview.redd.it/1lrldaib2zeh1.png?width=698&format=png&auto=webp&s=296cb2a71348cfe3a432cc2174e7f08fdfe8af41
AMD has been taking market share from Nvidia since the MI300. And having aquired almost every major customer and overtaking the competition on specs it's probably fair to say they are head to head.
AMD, MU, TSM all defending highest 1w support levels
Aren't AMD getting 5 billion worth of stock in Anthropic? They have a vested interest in them succeeding.
2 GW of AMD compute is \~$30 billion. Do the math bud.
So let me get this straight - Anthropic agrees to use AMD chips and AMD turns around and takes that money to invest it right back into...Anthropic????
Thinking about how I used to have 500 shares of AMD at ~$4.
Also WULF with this new AMD/Anthropic deal
And you likely use nvidia GPUs most of the time, and AMD GPUs or google TPUs some of the time.
Everyone saying this is bullish and all I am seeing here is circular financing from one of the leading chip companies who were supposed to be generating all this extra cash. The certainty behind chips was that no matter who won they would be getting paid. Now they are picking favorites at a time when monetization has not been demonstrated at all. Planning to dump most of my AMD by close, kind of ruining the whole reason I was in it in the first place.
AMD giving money to Anthropic so they can buy chips from them Looks like Su bae learnt from her cousin. AMD up 2%, looks like it works. Lmao
If anyone is wondering why AMD is rocketing this week, it’s because I sold calls last Friday
could drop a few aircraft carriers loaded to the brim with AMD GPUs on top NVDA HQ right now and it would not matter
Yeah this kinda just reads like AMD gave them a kickback for buying their chips. If anything, its like it unwound some demand under the guise giving Anthropic 'future investment' money. Hell when I say it that way, its like AMD allowed Anthropic to claw back 5 billion in investment in order to stabilize cash flow lmao. Legitimately just handing money to each other back and forth and calling it an economy.
Will market give a shit that MSFT, Meta, OpenAI and Oracle are buying AMD racks now as mentioned in cnbc article? I never said they will buy only AMD.
That's why I can't forgive AMD for cutting funding for ZLUDA. I get that they \*wish\* ROCm had the kind of industry adoption that CUDA has, but be real AMD 😔
Can AMD hit 1 trilly or my CC are safe?
The 5090 and below make up less than 10% of nVidia's revenue. They don't care about AMD's Radeon line or Intel's Arc line. As for Helios, ROCm is just too immature for the enterprise (even after a literal decade). I don't believe for a second that deployments will be significant enough to make a dent in nVidia's market share. I still think AMD is insane for cutting funding for ZLUDA a couple years ago. I imagine the Chinese chips have API parity with CUDA to make it easy to switch (which would be a major cause for concern). If something like that breaks into the US market, nVidia's gonna have a bad time.
The Chinese models are all open-weight, and "self-hostable" (more realistically in a cloud provider of your choice). You can run DeepSeek on Cloudflare, Kimi on Amazon Bedrock, Qwen on Digital Ocean. I \*would\* be concerned with trying to vibe code some mission-critical financial software with a Chinese model, or running sentiment analysis on social media comments about global conflicts. But that's beside the point. The real point I'm stuck on, is that this really just demonstrates that nVidia's not strictly needed anymore. It's crazy that Alibaba was able to develop hardware and ship a models trained on that hardware that is roughly on par with Gemini 3.1 Pro, and not far behind Opus 4.8 All along, I thought it would be AMD who would eventually get their shit together and chip away at nVidia's market share, but ROCm just never reached that level of maturity. Now we have dedicated inference chips coming from dozens of other players (including nVidia's own downstream customers), and they're the real threats. Huawei is cheaper, d-Matrix and Google/Broadcom are massively more efficient. I just don't see nVidia keeping up the growth that's already been priced in.
Counterpoint: Chinese models being good is actually more of a bullish case in the long run. If Chinese models catch up, that will only lead to more money and effort being poured into Western model training. It's questionable how much hardware the Chinese actually use during training. I'd argue that they use their own hardware mostly during post-training and inference. Also, they often simply lie about this, as on paper, they shouldn't have access to as many Nvidia GPUs as their model training would require... Still, I'm sure they will be able to replace Nvidia with their own solutions in the future. The biggest issue right now is that their hardware is subpar: it consumes more power for the same amount of compute. This is okay-ish for them, as they already have huge power production and power lines installed for their manufacturing sector. But in the West, power supply is really starting to become a bottleneck. Furthermore, I doubt the US administration would allow Western labs to use Chinese hardware anyway... So for us, Nvidia, AMD, Intel, and other custom Western-made hardware solutions are the only real options. As far as I know, all custom ASIC/NPU training projects ended up being failures because they slowed down the training process. In this field, even weeks matter. Do you remember the Midjourney image models? They were the best at one point, but then they started working on NPU-based training to cut costs... and basically fell behind in the competition because of it. So yeah, Nvidia GPUs remain king, at least for training. And there are other fast-growing areas where Nvidia could shine, like robotics. As far as I know, Nvidia is way ahead of the competition in that area, too.
Nvidia has enough competition from AMD/Intel/Apple than worrying about Chinese hardware. Nvidia GPU have become so expensive that people have started to buy AMD and Intel Arc GPUs for significantly cheaper. 32gb 5090 RTX costs $3600 while 32gb Amd Radeon ai pro R9700 is available for $1400. People are buying multiple R9700 to run much bigger models than they can run on Nvidia. Intel ARC 32gb are even cheaper but ROCm support is much mature than Intel. Recently AMD also launched rack AI system for its customers like MSFT, Meta, Oracle and Open AI. https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html
Wait and see. The upcoming earnings release calendar comprises GOOGL on 22 July 2026, INTC on 23 July 2026, STX on 28 July 2026, MSFT, META, and SK hynix on 29 July 2026, AMZN and AAPL on 30 July 2026, AMD on 04 August 2026, and WDC and SNDK on 05 August 2026.
Wen AMD crater to nothingness. I see no positioning below 480. And thin between 480/spot.?
I would definitely like to see names like Nvidia, TSMC, Intel, AMD decouple from the crazy DRAM trades at least. The algorithms treat them all the same, when a company like Intel doesn’t make DDR/GDDR/HBM
AMD couldn’t keep $520 piece of garbage
AMD brought Microsoft receipts and the market still said, Cool story, now show me earnings
I believe it has a lot to do with the algorithms. It looks at whole sectors, so what happens to MU, Sandisk, etc... also happens to others in the same sector, e.g. TSMC, ASML, NVDA, AMD, MRVL, STX, & INTC. They weren’t punished for disappointing earnings; they were caught in a broad sector-wide de-risking as hedge funds, traders and even some large asset managers locked in gains and reduced exposure to some of the market’s biggest winners.
550 seems in play in the next two weeks imho. By end of July. 2nf half of July's have been pretty strong the last couple years of you believe in seasonality. Short term news seems pretty bullish for AMD, and there's also a 🌮 opportunity pretty soon it seems like.
Wow, couldn't be more bullish for AMD.
**Cathie Wood’s ARK Invest adds another $57M to SpaceX, sells $39M stake in AMD** **Fucking legend!**
What do we think about AMD? They have an event coming up so....what do you think?
300k in AMD at 508. Sorry guys also fuck you MMs
Am loaded to the tits with AMD puts into August
NVIDIA is KING AMD is Queen MICROSOFT is their eldest SON Alphabet is their younger SON
This explains why Intel has been dropping in the last few weeks, but I think it will be a decade before TSMC has a viable US located factory up and running. Which means Intel and AMD shall continue to rise for the next few years. THat is, if the US-China relations don't get more open to trade...but I'm not counting on that. This trade inequality between the US and China was never meant to last forever
AMD and Intel have heavy consumer exposure. Soaring memory prices are going to make a significant mark on the future earnings for these companies. "They dont care, aiaiaiaiai" Sure, except if AI doesn't pan out they can't soak up that demand elsewhere, which this only applies to optics. The reality is that demand doesn't flow from one into the other. The consumer, who isn't building a new PC because they honestly don't need to (games industry died), isn't buying MI300x or whatever.
AMD gets no love in this chat
My AMD calls are printing should i close or keep end of day expiry
I kept buying AMD and it ducked me
Microsoft doing the opposite of AMD