AMD
Advanced Micro Devices Inc
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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?
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
Mentions
Not yet my AMD calls need to be saved
AMD, daddy is telling you its ok to go to $500
I bought 25K of AMD at $2 and sold at $8 thinking I was the next warren buffet would be worth 6.2M at $500 p/s ...
Should I short AMD again?
yeah Are you planning to bet on AMD?
AMD kicking my ass rn. have done nothing for like 3 hours. Theta giving me a rimjob
I hope no one actually did this. I did buy AMD calls but for 8/10
Was up 400% on my AMD calls at open and saw a few people say it's running to 550 so held like a greedy asshole and now it's down 80% lol
What’s a good options play for a beginner, looking to spend around $30,000. AMD?
It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.
Anyone playing AMD for next week?
I didn't sell my AMD calls at open because I had an appointment. Pretty sure I am fucked.
**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $500.00 (above) | $491.67 | +1.7% | 23h 60m |
Bought my AMD calls for 8/10 during the lowest part of the dip...you can go up now baby
So let me get thgis right. GOOGL up 4.5%, AMZN up 15%, MSFT up a %, AMD up %, META up %, but SPX is red.
so AMD Calls for next week? SNDK next week too?
Up 400% on AMD calls at open to being down 60% 30 mins later. Sickening
What a nice short opportunity on AMD
The run back up to retest the daily 50 on micron and AMD was almost too obvious. Sold at 513 on AMD this morning.
If AMD drop ways below 500 is a good sign
AMD fomoing as well
AMD go back under 500
Puts on AMD and hold through weekends
Eh, maybe September, depends on how AMD/SNDK earnings are next week
If we just look at AI cloud, Anthropic is already [profitable](https://www.bloomberg.com/news/articles/2026-05-20/anthropic-on-pace-for-first-profitable-quarter-as-revenue-surges?sref=bfOgeztH#:~:text=The%20Claude%20maker,559%20million%2C%20said) and their ARR is apparently already [47B](https://www.anthropic.com/news/series-h#:~:text=rate%20revenue%20crossed-,%2447%20billion,-earlier%20this%20month). That said, the actual numbers from all the circular financing between fabs, hyperscalers, and labs will likely never be clear unless someone goes public. For the hyperscalers themselves though, the last news cycle was questioning profitability overall, but this quarter we are still seeing strong earnings and more ways to monetize rather than just selling tokens. \[Marriott\](https://www.prnewswire.com/news-releases/marriott-international-introduces-ask-bonvoy-a-new-ai-powered-search-experience-transforming-travel-exploration-302801647.html#:\~:text=Google%20AI%20Mode%20travel%20product%20and%20with%20Open%20AI%20on%20its%20Ad%20Pilot%20Program) and \[IHG\](https://www.ihgplc.com/en/news-and-media/news-releases/2026/ihg-hotels-and-resorts-launches-ai-conversational-search-across-its-digital-channels-transforming-the-guest-experience) are both working on AI direct booking. Now we will probably wait one to three earnings to see whether MAR and IHG actually see better earnings. But Google is gonna ads and Microsoft is gonna Sharepoint/Dynamics. On the hardware, [Haswell E5 2673 v2](https://www.intel.com/content/www/us/en/products/sku/79930/intel-xeon-processor-e52673-v2-25m-cache-3-30-ghz/specifications.html) actually only pulls 110W from the socket and a typical two numa node system draws about 500W at the upper end. This type of systems can be very easily air cooled. A [B200 system](https://www.nvidia.com/en-us/data-center/dgx-b200/#:~:text=System%20Power%20Usage-,~14.3%20kW%20max,-CPU) singlehandedly pulls 14kW and it needs to be watercooled. They may "degrade" at different rates physically but regardless whether you use the four or six year depreciation timeline, and for that Azure VM you are effectively running it for free (less the electricity). Also AMD does cite a [5-7 year](https://ir.amd.com/news-events/press-releases/detail/1239/amd-unveils-5th-gen-amd-epyc-embedded-processors-delivering-leadership-performance-efficiency-and-long-product-lifecycles-for-networking-storage-and-industrial-edge-markets#:~:text=Additionally%2C%20AMD%20plans%20to%20extend%20design%20lifetime%20operation%20targets%20from%205%20years%20on%20currently%20sampling%20AMD%20EPYC%20Embedded%209005%20Series%20CPUs%2C%20to%207%20years%20for%20production%20SKUs%2C) number so if we can comfortable run chips into the decades, the 4 -> 6 year accounting change have a point.
Cheapest thing I have found is something on Amazon that has a AMD 780m APU. Usually $300 barebones. If it has Oculink, an external GPU can be added, but I have found the 780m very sufficient for 1080p gaming. Not my main rig by any means. Been using a laptop with an i9 14900h and RTX 4090(laptop) for two years now. Got it for $2699 way back when. Runs a bit hot even with a cooling pad, but has been solid overall.
AMD looks good to short again
AMD up 20% in 24hrs. Make volatility great again.
AMD up 20% in 24hrs. volatility isnt going anywhere. the days of a simple uptrend, week after week are gone.
Odte calls on AMD. Shit's gonna rocket back up to its $550 area
Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.
AMD is gonna go to half but MU is gonna go 80% down, so there's a difference.
Korea finally had a green day and their new market regulations also went into effect today. Kioxia will also be reporting in a little over an hour. If both these things hold up, tomorrow can be very promising and I think we'll get a continuation rally. Also no major economic events planned for tomorrow. I would probably load up calls (or call spreads) on memory namely SNDK or MU for 8/7 but you can sell tomorrow to not take the weekend risk or hold since the timing somehow worked out to "coincide" with AMD earnings on Tues 8/4, and then WDC and SNDK earnings on 8/5.
Their demand for compute is going to be enormous, and justified. AMD, NVDA and AVGO should moon.
I will let you know when i liquidate, like PLTR at $25 and AMD at $21 lol
Survived the bottom when I was down \~33% in a week. Had to sell INTC for a minor loss, held onto NVDA, AMD, MU, and SKHY. My covered calls SAVED my ass this month
https://preview.redd.it/wz1fnh4xnhgh1.jpeg?width=320&format=pjpg&auto=webp&s=22e1e953d6c93cc5ea64b086c6fc337c6a21b2f3 Me looking at the \~10.89% drop on AMD, but I bought at $8.94 a share.
My friend had 2 AMD calls expiring tomorrow, I had 20. He panic sold yesterday and ended up losing 600, i was down like $4k so I said fuck it and held. I went up $4k today and venmo'd him $500 lol. So many people got stopped out yesterday even in the US market.
I would like to remind everybody that Micron & SanDisk don't participate in circular financing like Nvidia & AMD. You straight up need to pay cash to get memory & storage from them
What AMD call or puts we buying
AMD touched that daily 50 and bounced right off of it, gotta reclaim it if this run has legs otherwise it’s going back down.
Kicking myself rn. I have 10% cash and was looking at AMD in AH, right after the close..it was only up half a percent and I came real close to buying it..but didnt
Short spacex, long AMD & Broadcom, thank me later
We be doing too much sometimes. I had like 60k in AMD calls this morning that I closed for a moderate 20k gain. Then I made like 67 other trades to make another 15k. If I had held my AMD calls til tomorrow I’d have made like 120k lmao
Remember my words-AMD 550 to Monday
AMD is in the CPU market, and their GPUs are being picked up by multiple hyperscalers for inferencing
AMD pumped 2.5x since April, while NVDA is back at its 195 level... My point is... AMD is not a Dram business, but it follows Dram...
The AMD pump with the rest of DRAM, while NVDA barely moves... weird
If people think this will tank before WDC and SNDK earnings as well as AMD, Astera…lol.
There were articles in June about lLeopolds last 13f where he was short Nvidia AMD and others.
FOMO pump on AMD next week into earnings. Earnings cause +10% move up just like intel
Yoloing 0dte AMD calls in the morning. Dream big tiddies boyz
AMD could legit go to 1000 by years end and you didn’t buy the dip????
i like $AMD too and $TSLA spy is okay but not ideal as premiums are juicier on actual stocks
I made bank on both AMD and MU. Hope you also profited.
AMD. Mega deals with OpenAI, Anthropic, Meta, Microsoft, Oracle. Stock will be 2T market cap within 3 years.
Well shit balls those AMD calls I didn't pull the trigger on at lunch are looking mighty fine now. Oh well maybe it'll dip by or at open and I can hop back in
AMD earnings report coming soon, buy or sell?
Here after a year AMD quadrupled in value. I hope you held on to it
Are we finally back to our regular scheduled programming of inexplicable pumps of MU, MRVL, SNDK, AMD? Yes please 😎
Trashy AMD where you growing lol
Interesting his last 13F in June he was short NVDA,AMD,AVGO etc
Does everyone all this amazing "soaring" and stock highs are because we dumped straight into earnings. Don't forget, in the past few months: GOOG was over $400 AMZN was over $280 AAPL was over $345 MSFT was over $465 META was over $686 TSLA was over $450 NVDA was over $235 (Technically, it hasn't yet reported) Literally every Mag7 stock was higher - Same with AMD, AVGO, etc.
Why AMD trying to go up, it is supposed to finally tank
I want to jump in because I think Amazon will beat bigly and Capex should be in-line or just a little more than expected. What can surprise the market is Apple can use more money on A.I because the new CEO should be A.I friendly compared to Tim Apple. If Apple Capex raise because of A.I then I think Shovel stocks like AMD, INTEL etc will pump harder. But....I don't have that "good feeling" to jump in just yet....
Amd will probably hit 1T but meta is a secret powerhouse. Meta has more potential. AMD is a one trick pony.
Qqq and AMD puts at close for tomorrow
No AMD selloff. Buy calls that are expiring tomorrow?
I never seen AMD do 13% in a day
Short AMD or SPCX
Thinking of shorting AMD again
Add it to your list. Along with AMD MU and SKHY
Anyone else playing AMD? Looking at calls but can't decide if I want to do 8/3 or next Friday instead
15k day from just buying the dip on AMD. Debating on rolling it all in on SNDK calls tmrw since I got fucked on it yesterday lol
#AMD rippin just as I predicted LMAO🤌
shorted $AMD put spreads this morning now I'm short 800/780 put spreads on MU net liqudiity: $2070 theta: 2100 feelsgoodman. #thetagang
Really want to buy some AMD calls for the lead up to earnings but Gaw damn those premiums are hella inflated
The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.
Right, AMD sees 1200+ next year easy.
Ignore me guys I just bought 150K more 1/15/27 AMD $600 calls
Soooo, AMD/MU/MRVL/INTL up average of 14%.... seems right.
The title should be changed into Korean retail investors got margin called on irresponsible AI Fomo investing. The bubble hasn't popped, institutions are having a field day and are taking profits while creating a new entry level for the next leg up ahead of crucial earnings such as AMD.
Made 300% on my MU Calls and 150% on AMD. What a beautiful day
GOOGL, AMZN, META, and TSLA are good contenders here Consider NVDA or AMD aswell
AMD about to break the neckline of a head and shoulders on the minute candles but yeah buy the dip brother!
Situational Awareness, sells entire book. As semi crash possible push to margin call deleverage, as margin requirements skyrocketed. Another Archegos like crash for semi collapse last 3 week. Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi
Holy Christ! AMD, MSFT, RKLB NVDA all up at once. I haven't seen this much green in weeks. Total portfolio up 5% as of this moment today. I will take it, as that brings me to -35% over the last 3 months!
Shorting AMD looks good again, did it 3 times and works!
AI says… Together, **Apple (\~7.1%) and Amazon (\~4.9%) command roughly 12% of the entire QQQ portfolio**. \[[1](https://www.tradingsim.com/blog/10-best-holdings-in-qqq-stock)\] **The Math:** If Apple jumps 5% and Amazon surges 8% after hours, their combined move would directly add about **0.75%** to the QQQ's value from their weights alone. **The Overnight Mechanic:** While the QQQ ETF itself stops active trading at 8:00 PM ET, its price action shifts directly into the **Nasdaq-100 E-mini futures (NQ)** overnight. The ETF will gap up to match those futures at the 9:30 AM ET opening bell tomorrow. \[[1](https://www.barchart.com/story/news/3553641/stocks-rebound-as-microsoft-earnings-ease-ai-spending-concerns), [2](https://nz.finance.yahoo.com/quote/QQQ/options/)\] **2. The AI Capital Expenditure "Validation" Rally** The broader tech market has been highly volatile due to massive artificial intelligence infrastructure spending.\[[1](https://www.invesco.com/qqq-etf/en/etf-insights/qqq-monthly-review.html), [2](https://finance.yahoo.com/markets/stocks/articles/nasdaq-p-500-futures-rise-085915709.html)\] **The Catalyst:** Following mixed sentiment from Meta's heavy capex plans and Microsoft's strong Azure results, a blowout report from Amazon (AWS AI growth) would validate that the AI trade is highly profitable. \[[1](https://finance.yahoo.com/markets/stocks/articles/nasdaq-p-500-futures-rise-085915709.html), [2](https://www.barchart.com/story/news/3553641/stocks-rebound-as-microsoft-earnings-ease-ai-spending-concerns)\] **The Ripple Effect:** A strong report wouldn't just lift AMZN and AAPL; it would lift semiconductor and cloud peers like Nvidia, AMD, and Alphabet. This creates a massive secondary wave since Nvidia and Microsoft make up another 14% of the fund. \[[1](https://www.tradingsim.com/blog/10-best-holdings-in-qqq-stock), [2](https://www.perplexity.ai/finance/QQQ)\]
Does AMD Pop or Drop on earnings?
This shit makes no sense. AMD UP $60
Not trying to be too negative because we do have an island reversal on AMD and MU right now however, be cautious of a bear market rally…