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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?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Mentions
TSM of all companies including NVDA and AMD got it right on execution, seriousness - will be one of the first to generate $100B cash flow a year - taking it on par w Apple and Aramco
**Do u wanna be holding Micron Sandisk and AMD STX and nbis instead? No? I thought so. 🌞🌞🌞**
300k in AMD at 500$ wish me
Sold all my AMD shares goodbye sweet su
makes sense to me. or AMD
I'm doing my stuff on a shoe string and I'm slow at 1.6ms-3ms from Databento and about 30ms to IBKR(thier fucking java gateway), my assembly code for decision making is about 7-12ns on an AMD CPU, hedgies have FPGA/ASIC, along with microwave and direct market access x connect. I would estimate microseconds access in their realm. Thus any buffer longer than a few seconds would be very beneficial to them. Anyways, all I can do is try to catch up, and be undetected.
Quick, should I buy 1dte AMD calls?
Finally back to breakeven on IBM Unfortunately AMD is making me want to break something else.
Answer me honestly, do you think AMD will continue to decline? Some person who understands the field told me that his expectation is even up to 470. What do you think?
It's just falling down without any support ( I have some hope for AMD and SNDK, but not for this
INTC 130 calls, AMD 550 calls, ASTS 70 calls, RKLB 80 calls. All expiring Jan 15 2027.
AMD down almost 100 points over 2 days lol
#AMD casually down $100 in 2 weeks LMAO🤌
No relief in sight for AMD guhhh
AI bubble isnt gonna pop anytime soon, its still getting started and more and more emerging markets will continue to surface. My my guess it's just people panic selling while many are relatively high. Also they are worried about them being overpriced, if you are a longterm investor i dont think you have much to worry about with things like amd and nvidia. Disruption doesnt come fast in these sectors either as the infrastructure of anything to create these chips and gpus is wildy expensive. Look how long it took AMD to turn intel into an afterthought.
Why is AMD crashing so much with NVDA only half of that
Maybe its that time again. AMD put time
last time I see AMD at sub $500 it immediately rocked back to ATH
This time it's serious AMD broke support for the hell of it with all this shit. When I get to a 5 percent loss on it I'm out and turn into a gay bear
This is probably the biggest buying opportunity of the whole year, other than late March. Opening LEAP calls on INTC, AMD, ASTS, and RKLB today. AI and space aren’t going anywhere.
it dove 70 percent and then pumped 1000 percent. once the openAI and microsoft drama ends it will pamp back. lotta people are scared shitless about openAI for not the strongest reasons. once sam altman flips the narrative and proves his companies worth that will be a major inflection point. people will be market buying oklo and microsoft like they bought up AMD. i know this has literally nothing to do with oklo's business but its all about supply and demand for shares of the company at the end of the day and sentiment has been almost entirely whats driving supply and demand for shares of oklo.
AMD bagholders are so soft, crying after it's donkey kong shrek'd from 200 to near 600 in a span of 3 months
This AMD dip isnt being immediatley bought up...worrying...
I dumped my AMD on Monday and reloaded on Nvidia with a little bit, splashed around on Meta and salesforce. Anyways, I’m curiouscurious, whats your take on AMD… have you sold it all yet or do you plan to sell it soon or you just write it 1000 long term?
AMD was 570 on Tuesday wtf. Just a straight up free fall
I don’t know I just sold AMD at 625% and pounded on my Nvidia purchases.
Let’s see if big bad AMD can hold the daily 50 LMAO
Is MRVL a meme stock? Should have bought AMD.
Remember when AMD went from 227 down to 77 over a year Imagine that's happening with memory/semis 😬
My AMD calls are fucking cooked...
No, the whole narrative around chips is that they are supply constrained allowing NVDA, AMD and Memory companies to sell extremely marked up components. If that supply constraint doesn't actually exist and Amazon has produced enough to sell it's entirely true that the supply constraint is not there. The only way this isn't catastrophic is if the build outs are stalled for amazon due to regulatory issues, but even then if AI build out stalls the chip constraint isn't going to last because no one will buy the components if they can't build.
I've been in AMD since like 2019. This sub is filled with a bunch of peak chasers who bought into these stocks in the last 3-4 months and are like "whuh? Why are they going down?!" When this bubble finally does pop I am going to love all the apoplectic posts on here from all the kids that just started investing since Trump has been in office because some Tiktoker told them to.
AMD to fill $362 gap this year imo
It's a normal healthy correction. It happens when valuations tend to get way ahead of themselves. We saw the same thing with covid plays in 2020-2022 - very promising companies in the age of remote work and stuff, until they suddenly weren't. Narratives tend to shift with time, and there's no such thing as an endless shortage. That's kinda the purpose of the market economy - to fix supply and demand mismatches. This is a period when the world suddenly needs more semis than are being produced, a couple of years will go by, this will rapidly normalize as the new supply enters the market. Which is the reason semis are cyclical, this happens over and over and over in history, you just have to zoom out to 10+ year period. If you were expecting parabolic rise until the end of times, that wasn't gonna happen anyway, that's not how it works with trends and shortages. By the way, I wouldn't expect the correction to finish right away, the valuations for many of these semi plays still have a lot of room to cool down - LRCX forward PE is 43, AMAT's is 37, ASML's is 49, AMD's 75, ARM's ridiculous 126 and price to sales of 60.
Semiconductor crash is due to the SKHY raise which happened because CXMT is listing in China which is using stolen Samsung technology. This puts focus on YMTC which is a state sponsored entity that sued Micron for stealing their technology, thus crashing Micron. By association, everything else, related or not. Personally, I'm not buying Chinese graphics cards (which showed up on the market years ago with stolen old AMD technology) and I won't be buying Chinese memory despite however cheaper it might be. I don't expect enterprise, hyperscale data servers which have strict uptime and performance requirements to either. BUT most users would just go for the cheaper option - whether it's pre-built in or they need to RMA a few bad components. Hm, when are earnings again? CXMT IPO is, coincidentally, July 27.
Yeah, its down 30-40% from like the 150% gain…. Youd still be up 100% if you invested a year ago in something like AMD, which I did
At this rate AMD is officially turning me into a violent homeless person
So glad i dumped my AMD calls yesterday lol
So the big question, is AMD going to hit 500 again and then swing back up? Cued up and ready to go. I got money to win.
120 million shares failed to deliver of AMD on 6/26 that is fucking astronomical
Puts on AMD at open if you like money
AMD calls at open if you like money
AMD = Cat Bird Seat with diversified offerings and racks around the corner.
MU's move is nuts but worth remembering the semiconductor index is up something like 88% since March, so a chunk of that 340% is just beta with leverage, not some unique thesis playing out. Same story with NBIS and AMD honestly, they're all riding the same AI capex wave. RKLB's chart is the one I'd actually study. Running to $151 then giving back half in six weeks isn't a broken thesis, it's a sizing problem. People bought the #1 most mentioned name assuming the mention count meant conviction, then panic sold on the first real drawdown. That's a crowd behavior story more than a fundamentals one. PLTR I'd watch differently. Two years as the sub's favorite and then -25% YTD tells me the multiple finally caught up with growth expectations rather than anything breaking operationally. Worth checking whether revenue growth actually decelerated or this is just multiple compression off a stupid high base. I'd let AMD ride longest of the three winners just because server AI demand doesn't look like it's slowing and they're taking real share, not just riding sentiment like NBIS.
For any regard betting against AMD👩🏻💼 & Queen Berslayer Su Bae, please understand: Meta's warrants to buy AMD stock were issued as part of a multi-year AI chip partnership in February 2026, where Meta agreed to purchase up to 6 gigawatts of computing power. The warrants grant Meta the right to acquire up to 160 million AMD shares (a \~10% stake) at an exercise price of $0.01 per share. \[[1](https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd-and-meta-announce-expanded-strategic-partnersh.html), [2](https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm), [3](https://www.cnbc.com/2026/02/24/meta-to-use-6gw-of-amd-gpus-days-after-expanded-nvidia-ai-chip-deal.html)\] These performance-based warrants vest in tranches tied to specific AI hardware shipment milestones and AMD stock price thresholds. Key details of the agreement include: \[[1](https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm)\] **Vesting Milestones:** Tranches vest as Meta scales its purchases of AMD Instinct GPUs (starting with the first 1-gigawatt milestone). \[[1](https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd-and-meta-announce-expanded-strategic-partnersh.html)\] **Stock Price Contingencies:** Vesting and full conversion to shares require AMD's stock to reach specific price targets, escalating up to $600 per share. \[[1](https://www.cnbc.com/2026/02/24/meta-to-use-6gw-of-amd-gpus-days-after-expanded-nvidia-ai-chip-deal.html), [2](https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm)\]
AMD wants to rocket. The narrative (true or not) and Trump pussyfooting in Iran is keeping a lid, but buyers keep showing up. Strength WILL beget strength if macro improves.
I wouldn't be surprised if AMD is over $1,000 in a year.
Why is your data old when you could easily just pull up YTD numbers for these lol After recent dips we're at: - MU ~~+340%~~ +186% - NBIS ~~+158%~~ +121% - AMD ~~+160%~~ +136% - GOOGL ~~+14%~~ +17.7% - RKLB ~~+8.6%~~ +0.28% - PLTR ~~-25%~~ -20.3% - ASTS -28.93% Some of these got hit hard in the last 1-2 weeks. I'm in pain but the year isn't finished
Oof, hindsight is brutal. Same energy as everyone who sold NVDA at $20 pre-split. AMD went from small cap to $200B+ monster, wild ride tb
Numba 1! TSM NVDA AMD Taiwanese Triple Threat
The fuck you mean? PEs of memory stocks is wayyy lower than shit stocks like BE, AMD, etc.etc.
I picked up AMD and have seen around 170%
**BanBet Won** — /u/hftrobo9285 (4W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $529.15 → $560.00 | +5.8% | 18m | Won |
**BanBet Created** ▲ | **Record:** 3W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $560.00 (above) | $529.15 | +5.8% | Jul 23, 3:41 AM |
I made 40k selling covered calls this month on AMD lol. It's nice when it works, will suck when it won't. The top is probably near if we aren't already at the way down lol.
I remember when AMD crossed the $10B threshold which opened the door to S&P 500 inclusion. I should have held onto those shares I had at the time.
I bought it at $81.68 and I remember a lot of people saying AMD basically lost the AI race and it was over for them. Ended up carrying my entire portfolio, but I should've bought many more shares.
Even leaps are too much risk for me. I watched my portfolio drop from 72k to 39k just with holding shares and leaps. And I was holding AMZN leaps, HOOD shares, and AMD or something. Then I was just waiting and watching them slowly time decay and just hoping they recover quick so I can stomach to look back at my account. Blah. I just use margin now no more then 2x. It’s what made my portfolio grow in the first place
"What sticks out to me is that the picks doing the real work were the higher-beta mid caps (MU, NBIS, AMD), not the mega-cap "safe" names everybody agreed on." So load up on XMMO.
I held AMD through all of that, it was only a pick by Reddit after it mooned, that’s worth pointing out.
Weird to call AMD a mid cap...
I would do both. Here's a AMD call I traded today. If i had held it, it was close to 1500. https://preview.redd.it/qtsuya6pnhdh1.jpeg?width=1080&format=pjpg&auto=webp&s=74d206c7fb3c7e924b05bef3355254a615cb059c
Kospi dumping yet AMD is green AH
The 3 month chart of AMD is beautiful. The 1 month chart of AMD is fucking nauseatingly disgusting.
well MU earnings were good, and so was AMD and Intel last time
I usually use some website to generate fake pictures, particularly NSFW pictures 😂. The site seems slowed down on making new presets and most of those AI generated pictures are still abominations. The GIFs with sounds are so horrible too. On the other hand AMD Halo seems promising if you could afford $4k device 🤣
should i close my 2DTE AMD call at +34% right now or let it ride?? pls help
Want to sell my SMH and never think of it again. Keep my little positions in NVDA and AMD and walk into the sunset.
Jumped in and out of AMD instead but I otherwise liked TSM calls off the low today
'm a big fan of just compounding investements with Dividends. Index funds are imo the safer buys. Could also look at higher yield dividend stocks that are down right now. Clorox for example. Penny Stocks are going to make a bigger impact(up or down). Especially with that small of an investment. With that said, I put a couple grand in a play account and put half in AMD(up 225%) and half in CYDY(was down 15%) and just bought a bunch more to average down. They have a monoclonal antibody in trial phase right now. Could be big, could be a dud but I'm in for the ride! AMD was an obvious buy when I got in. Everyone was so focused on Nvidia.
Do you think AMD will close green?
$IBM market cap now 200 Billion. What a bargain Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI & Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo drama last 2 days Fact check, IBM numbers not bad https://preview.redd.it/d0sikzjtufdh1.png?width=788&format=png&auto=webp&s=de73b982d663586500a82e8e87cd914d34495966
TSM would've printed off lows, I opted for AMD today instead and still did nicely on the V, going to sit out the rest of the day.
AMD has some retard strength, keeps bouncing whenever it gets near $500
Apparently you weren't watching what MU, SNDK, WDC, NVDA, INTC, AMD, SPCX and friends were up to this morning :)
Just saying your 5x AMD isn’t gloat worthy as there’s always a bigger fish. I’m sure there are others who would laugh at my retirement account even though I’m set
I did. AMD calls I can’t here you over the profits already
I'm 5x up on AMD. Trmmed a bit at 540 USD to take my principal out and the rest run. But okay... buddy..
Sold puts in SNDK and AMD today, and closed some of my NVDA calls. Looking like I'm gonna get assigned on one of the AMD puts, but that'll be OK.
I guess ill just buy even more AMD calls before earnings on sale again
Also opened 8/7 AMD calls at -6%, RIP nice knowing you
Just threw half my port at AMD calls. Usually spikes after a drop like this but now that I have calls it's probably joever
This AMD dip calls are gonna PRINT