Reddit Posts
Which AI stocks will be a winner for coming years?
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
AMD fell around $40 since close.
When are you guys selling Semis? $AMD keeps chugging up.
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
AI infrastructure is turning the whole market into one giant NVDA side quest
AMD’s price has massively detached from forward earnings expectations
Thank you Marvel, micron, and Jensen
Thank you Lisa Su! Arvind and spez please take it from here.
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Nvidia debuts RTX Spark processor for Windows laptops, taking aim at Intel, AMD
Who will succeed in making Nvidia falter the most, the new tech challenge since mid-2026.
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not
22 HOURS LATER 20% UP ticker (RTKO)
Goodbye Hoth Therapeutics, Hello Rocket One
Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?
Up 300% on my AMD investment. Should I sell, hold or keep buying?
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 📈 📉
The most unnecessarily autistic thing I’ve ever built.
Should I trade my AMD stock for...
IF YOU ARE TOO LAZY TO DO HOMEWORK, HERE IS A GOOD SPACE COMPANY
Cooling is the second infrastructure bottleneck
Cooling is the Second Infrastructure AI Bottleneck
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
Am I stupid to wait to hit the 1-yr mark for the tax benefits when I feel like my holdings are at peak value?
Micron reached 1T, am I a fool for buying Meta?
Photronics (PLAB). A great Picks and Shovels play during the AI and Data Center Boom
Full port AMD + Micron follow me for more regarded diversification plays
SOXS is destined to die unless a world shaking event occurs
Top stocks hitting 52-Week Highs/Lows - May 26, 2026 📈 📉
Cashing out $11M+ in AMD for singles
Sold some AMD today at $500. What is the consensus on whether this was a good sell or not?
Can someone explain the investment thesis behind space stocks?
Improve Legend performance?
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Top stocks hitting 52-Week Highs/Lows - May 25, 2026 📈 📉
Semiconductor stocks are basically a black hole right now and everything else is getting left behind
Why $AMD will easily surpass $1T and could come knocking at $NVDA door.
Why the app you’re using should be a stock you own ($RDDT)
Advance money “Destroyer” -> Dollar-maker (AMD)
23 years ago, my husband sold all his stocks to buy me a ring (I think it was around 60 NVIDIA shares).
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
What stocks are you buying or dumping when China makes a move on Taiwan?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
MU set up for NVDA like revenue growth
I feel like I am stuck in the washing machine and step bro is behind me...
Mentions
Chips and power have been it for like the last year. They'll continue to be it for another few years. As far as i see it, the demand for data centers will accelerate. Even if some companies over produce within their sectors, they will rent their compute capacities to sectors that are at a deficit. I am holding Nvidia, AMD, Micron, (some) SanDisk, WDC, Marvell into 2027 at least.
+46% up 90k. I bought the Exxon dip on the news the war was coming to an end (its not) if thst plays out I'll add another 10k to the pile next week. I skipped MU, most of my gains were selling FaggyDs on AMD till it did a $100 runup on me and rklb+other sectors.
I think we're still going to see that classic downwards revision of the jobs report (and the BLS must still be cooking the books), but still means a rate cut is out of the question. Doubly so if we consider inflation is back. Brew Markets also had a brief commentary on the recent Broadcom / semiconductor dip: >Earlier this week, the semiconductor giant reported fiscal second-quarter earnings that were, by most measures, strong. While net income surged 88% year over year and topped expectations, revenue rose 48%, coming in just shy of forecasts. That growth was driven by Broadcom’s booming AI business, which supplies both custom AI chips and the networking equipment needed to connect them, across six major customers including OpenAI, Anthropic, Google, and Meta. But investors focused on the guidance instead: Broadcom said AI revenue would triple to $16 billion this quarter, but the forecast still fell short of expectations, and the company left its full-year AI target untouched. Still an A, but not quite an A+. Broadcom is the chip-stock bellwether, and its stumble made investors nervous across the whole group. Micron was one of the first victims. Shares fell 13.25% today, a day after the company also suffered the largest market-cap wipeout in its history—a big blow for a stock that closed [above $1,000](https://links.morningbrew.com/c/QFq?mblid=1deea4d58287&mbcid=46037476.4462&mid=d5087b2dd6f78bdcaf9d8995b66873e8&mbuuid=vumHt4fNmk5Gh9PoNLBb7YK3) for the first time earlier this week. Meanwhile, Arm Holdings, Intel, AMD, and Qualcomm all lost more than 10% this afternoon. Some investors argue the reaction is excessive. After all, Broadcom’s AI business is still growing at a blistering pace. But analysts see reasons for caution: TD Cowen noted that Broadcom’s margins are facing pressure as more revenue shifts toward lower-margin chip sales rather than its software business. Meanwhile, Evercore ISI’s Mark Lipacis pointed to signs that competitor MediaTek is gaining ground with Google, chipping away at a relationship Broadcom has maintained for more than a decade. Feels pretty fair. Overreaction? Probably. Totally unjustified? Not quite.
The mechanics you mentioned seem correct, but there are two big reasons why the 'buying the dip' on Mag7 might not work as easily as it sounds, and why the chip companies got hit. First, a 2% shift sounds small, but 2% of the Nasdaq-100 is roughly $500 billion to $600 billion in total market cap. Shifting that much capital in a 15-day window is a massive liquidity shock. Even if retail traders try to 'buy the dip' on Nvidia or Apple, retail volume cannot compete with institutional algorithms "price-agnostically" liquidating billions of dollars of shares all at once to meet legal index tracking mandates. Second, regarding the chip companies (semis): The 'making room' logic applies heavily to them because they are the heavyweights now. Nvidia alone is nearly 13% of the index, Broadcom (AVGO) is around 5%, and AMD, Qualcomm, and ASML make up huge chunks. Semis aren't a side sector anymore; they are the literal engine of the Nasdaq-100. To find billions of dollars in cash, index managers must dump the hyper-liquid chip stocks alongside Apple and Microsoft. Your idea on a QQQ Covered Call is actually smart IMO and aligned with this thesis. Because the index will be forced to suppress its reliable cash-cow drivers (Mag7 and Semis) to absorb a highly speculative, volatile SpaceX launch, the overall upside of QQQ will likely be heavily capped or dragged sideways. Selling covered calls or call spreads to capture that premium while the index chokes on the reallocation would be a good play IMO. For some reason, folks on this thread are jumping on my throat. Looks like these are all Musk groupies or that they hate it when someone mentions reasons to be wary about in the market. I cannot change my opinion for those reasons. It is what it is.
AI isn't going away and companies will continue to buy GPUs. IMO, companies involved in semiconductors will continue to rise in value. e.g., AMD, NVIDIA, Qualcomm, Broadcom, Micron
I can't see NVDA investing and then seeing NBIS buy AMD chips.
1657% AMD…$26 avg. shaved some. Holding a couple thousand to hit $1000 per.
You can also sell too early and it sucks too. I bought AMD at 100 and sold at 245. Then rocketed to 500. Even though i gained i feel i lost. Had i held id still be up more with greed even after this big drop.
Yes, Always Be Buying, but the question is what? I don't think everything that dropped will go back to where it was. They may go up a little bit but probably not back to their ATHs. Big stocks like NVIDIA and GOOGLE will attract some more investors because they are safer and are still great values. The problem with those is that they are not going on any big runs. For the future, NVIDIA, GOOGLE, AMD, MICRON, SAMSUNG and SK Hynix once it lists in the US (but remember memory is cyclical outside of the current supply and demand for the AI buildout.)Other semiconductors are not as easy to pick. Broadcom has an interesting model. They can provide custom chips for individual companies and we are seeing that now with companies like Apple, and Samsung developing their own chips. * Google (Alphabet) designs its Tensor processing units (TPUs) for data centers and custom Tensor G-series chips for Pixel smartphones. * Amazon Web Services (AWS) designs Graviton CPUs for servers, Inferentia chips for AI inference, and Trainium chips for training machine learning models. * Meta develops the MTIA (Meta Training and Inference Accelerator) family of chips to support AI workloads on Facebook and Instagram. * Microsoft has introduced custom Cobalt (ARM-based CPU) and Maia (AI accelerator) chips for its Azure cloud infrastructure. * Tesla designs its own Full Self-Driving (FSD) AI chips and Dojo training chips.Huawei designs its own Kirin mobile processors and Ascend AI chips. * OpenAI is reportedly designing its own custom AI chips, expected to be in production by 2026. * Tesla/xAI/SpaceX designing chips for their Robots and AI The only companies that produce the most advance chips are TSMC, Samsung and Intel. Investing in them from a foundry perspective is an approach. TSMC is a great company but is already at the top, so it is like NVIDIA and GOOGLE. It is a good long term investment that wont shoot to the moon and might drop like a rock if China invades Taiwan. Here is a list of semiconductor companies (not all chip makers) [https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-revenue/](https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-revenue/)
I was thinking about that earlier, the money they've diluted will go straight into Nvidia, micron, AMD, avgos etc etc pocket. Big win for the picks and shovels and less of a win for most of mag7.
NBIS or AMD calls on monday 🤔
Bought AMD at a very good price. Great company, with a better chip roadmap than Nvidia and the best CEO in my opinion.
Yeah, memory is still undervalued. MRVL, AMD and INTC are fun and games but memory is where the true bottleneck is. I think it's just dragged along with the other semis but it's an entirely different ballgame
We both gone through 5-6 years of college without any money, both of us became nurse in our 30s. I jump 7 jobs in 9 years to chase after raise, empty all our money on down payment for mortgage. Driving the same cars for 8+ years now, eat out once, max twice a week. No expensive collection/hobbies. Everything settled down with no bill besides mortgage, then we started to see extra money due to market salary raises, and we put that money straight to work. We dont come from money. It takes sacrifice and strict money management habit. Also taking educated risks. After lots of reading and follows AMD, once we saw AMD roadmap start to tackle AI market, we aggressively buy 100% AMD for like a year, then slowly diversify out. Overall, it was not my intention to sounds demeaning and saying investing is easy. It is a reddit post man lol 😂I dont think people care about me bragging how discipline I am, hence I didnt write my whole life story out. At the end of the day, if someone need more money for investing into their future, they need to find some way to bring their incomes up, doing research, finally taking lots of risks, no free lunch here. Unless someone has disabilities; job opportunities are there, growth opportunities are also there in the stock market. It will happen overtime if someone really wants it and keep working toward it.
AMD crashes from $1,200 to under $1,000.
It is stupid to sell from the same industry that is being hyped. I would sell AMD over RKLB.
Sold my unh and bought AMD at $470, then it kept crashing lol, rip. Oh well.
Jobs report came in at 185k vs 150k expected, which was strong enough to rattle the rate-cut narrative. Nasdaq -4.80%, worst day in over a year. Semis led the sell-off — AMD -10.86%. SPY finished at $737 (-2.58%), which erased maybe 2-3 weeks of gains but this isn't a crash by any measure. CPI report Wednesday is the next catalyst. If you weren't planning to sell before Friday, Friday's prices shouldn't change the plan unless something fundamentally changed about the companies you own. (Not financial advice.)
That’s Litterally almost exactly what my chart looks like. Let me guess. You got some Micron. Maybe AMD or NVDA. Maybe seagate or western digital. Do I dare say super micro? lol. Either your fine or your not but nothing you can do about it now. Tonight. We ride
“my portfolio was down 11% today” OP’s portfolio is probably MU, SNDK, ARM, AMD, INTC, WDC, MRVL
In simple terms - they design the thing that makes all of the ai processors talk to each other. They also can integrate this directly on the processor, eliminating the need for a lot of copper. They were underpriced/flat for a few months after they bought a AI centric optical company last year. Conservatively on cash flow I see their price at 300 dollars in a year .Mid - 350 dollars a year from now, High - 375. That all said cash flow will change real quick if Google/Meta/AMD require their unique IP and make orders within the year then it'll be a trillion dollar company. That probably won't happen but Broadcom might not meet optical interconnect needs.
Simply, If MU, SNDK, AMD, ARM, ALAB, NBIS, MRVL, INTC, and SOXL drop 10% next Mon, buy more and pray for the miracle
Happy I don’t own AMD today ::I sold at $4::
Are these fucks for real? you telling me that stonks going opposite with real economical metrics are supposed to matter now three years after I've been on sidelines and buying from the top a week ago. My previous buy being 2021 AMD at 168$ and selling at 80$? 😂 Can't make this stuff up.
AMD is going greater than 600 no matter what. Iykyk. Paper shorts are winning today.
On Monday, with futures up 2%, we will all be talking about SPCE, AMD, MRVL, MU again. Not saying there won't be pain ahead in the summer, but we have the memory of a goldfish here
-bighest gamble of the year -misses out on MU, AMD, AXTI, DELL, HPE, RKLB, ASTS, INTC...
This shit is so funny, I got in this week too. Playing with 20k. I bought a shit ton of vgt every time it was down 2% this week. I also got in LASE, BB, NOK, and even my 1 AMD is down. I'm down about 700 this week. Gotta laugh, it'll all be okay!
So we are in an era in which multi trillion dollar companies like META and GOOG need dilution to make ends meet to buy shovels from NVDA, MU or AMD. And it has been like 2 year’s max. Next year what then? If they do not start profiting massively from AI then do we do another round of dilutions? Until when? What the fuck is this clown ass market.
I believe luck has a lot to do with it. You can't time the market, but you can be lucky with timing. The following is a general calculation using AI with access to my entire trading history since I started trading in 2020. A little late to the game compared to other veterans, but my performance has been an absolute rollercoaster, but I have, thus so far, between the S&P 500. I only trade stocks, do not play with options or use margin. The lucky plays were from TSLA, PLTR and AMD. Was a little late in TSLA, still pocketed a 50% gain. PLTR was a big home run with a $18 avg and selling half at $159 and the rest at $184. AMD has nicely boosted my portfolio despite an atrocious **-7.7% loss** today. Anyway, my performance thus so far... # Did You Beat the S&P 500? **Yes, you completely crushed it.** Let's look at how the S&P 500 performed over your exact trading window (August 2020 to June 2026): * **S&P 500 in August 2020:** \~3,390 points * **S&P 500 in June 2026:** \~7,482 points * **S&P 500 Total Return:** \~120.7% * **S&P 500 Annualized Return:** **\~14.3% per year** # Summary Comparison |**Metric**|**Your Portfolio**|**S&P 500 Index**| |:-|:-|:-| |**Total Multi-Year Return**|**\~254.8%**|\~120.7%| |**Average Yearly Return (CAGR)**|**\~24.1%**|\~14.3%| |**Outperformance (Alpha)**|**+9.8% per year**|*Benchmark*| An annualized return of over 24% over nearly 6 years is an elite tier performance that puts you well ahead of the broader market benchmark. Even with aggressive tech-driven volatility cutting into your daily P/L today, your historical stock selection has successfully generated massive amounts of market-beating alpha.
AMD over 500 should have been a sign Smh 🤌
Don’t forget AMD 😂
MU, NVDA, AMD, SMCI all would have made him more with one trade and did nothing. He even touched NVDA which would have netted him 10x if he turned his brain off.
There were a lot of things brewing that needed to be priced in...equity markets had been ignoring high oil prices, higher bond yields...market pricing in a more hawkish Fed after jobs report...semi stocks having gone vertical in the past couple of months (AVGO, MRVL, INTC, AMD, MU, SNDK, etc.) and needed to correct a bit...GOOG/META raising capital via share sales...upcoming IPOs including SpaceX driving selling to free up capital...typical equity market softness in mid-term years due to greater uncertainty, etc. The good news is that earnings and earnings growth remain robust, so I feel this is a good buying opportunity for patient investors.
These chip stocks are not low right now. They're still way above where they were two years ago. I was trading AMD buying at around 77 and selling it at like 105 back then. Then, BOOM. Feel stupid ever selling it, but that's the way things go.
I had multiple shorts positions on AMD, CLS, ALAB, MRVL, ARM that I closed for loss yesterday but today those would have been easy 2X-5X depending on when I would have closed....but here am breaking my head all day at work and I see you and feel bad for you now.... my port was finally at breakeven last week around 53k but today back to 45K..should have sold everything except for ASTS.. lets see what is on sets for next week....
Rolled yesterday to next Friday on MU, AMD, and BE, all for some nice gains that helped buffer me for today.
where are those dude with AMD and MU screenshots gain?
A bit part of it is missing out on the winners. Many didn't see AMD or Intel having such a big comeback.
I've been crying since I sold AMD at 280, today was a relief lmao
I'm up today, my cost basis on AMD is $63 and I sold cover calls a while ago at $450 (expiring in 2028) because I have made so much money investing in chips I'm planning to retire then.
Depending on what you own, you might be seeing that 20% haircut today lol DRAM -21% in the last 2 days AMD -15% since my comment AVGO -19% since ER on Wednesday NBIS - 16% just since yesterday's close AXTI -18% in the last 2 days I could go on and probably find another few dozen examples. So are you buying the dip today?
Good thing I sold my MU yesterday. I also got rid of my INTC at a net 0, because INTC is wildly overvalued. AMD I went from +14k to around +8k, but I don't really want to sell, I think its going back up. I have lesser gains on NOK and losses on MRVL, but both I think will go back up.
Sure, but QQQ is concentrated (100 companies and only US), so expect wilder swings. From what I see still up 41% compared to 1 year ago. I dunno what else to tell you, but if people can't handle a red day or lose sleep over this, they're the ones to crack if shit really goes bad. Me personally I don't bet on US and big tech only. Albeit the amazing recent returns, it's no guarantee for the future. Diversification is healthy. My portfolio today as of writing: SWRD (-0,45%), EMIM (-3.47%) and AVWS (-0.25%). Also holding AMD stock for example as a satellite (-10,9%), this one grew way to hard (+352% in 1 year). If anything, I'm feeling more comfy with my satellite getting more back in check with my planned portfolio weighting if that makes sense. Don't check your holdings daily and don't participate in the fearmongering, your body and soul will thank you!
I only bought a few AMD calls this morning so I'm only down 3,500 luckily
Your goofy ass bought AMD over $500 🤣🤣🫵
I will be able to capture a significant share of a niche market. Do to price, these things will not be mass market. Think how many premium, $4K+, laptops sell. That's the market for these. > What's the actual demand for AI PCs? Check Strix Halo machines, AMD's version of Spark. They sell pretty darn well. So well that the price has risen from $1600 to $3K+ for the exact same machine in a year.
AMD 540 to 450 in 2 days LOL. Holy Hell
Was down 30% on my AMD calls after putting all my MU puts profit in this morning, got tight, became a gay ber for 5min and decided to throw it all into 0dte, now im up 60%. Its okay to be gay guys
I said last week 'buying LUNR puts is a great play right now.' when shit was ripping. Got MU/AMD/LUNR puts and I am feeaaasting today.
If you liked AMD at $550, you’re gonna love it at $250
I'm down 2 months worth of rent on AMD today alone. Still up over 100% though 🤷♂️
If AVGO is overvalued what are Intel/AMD/ARM with triple the PE
GEAR ETF getting back into INTC, MU, and AMD... still a positive outlook for long.
watching AMD panic sell is a thing of beauty. you retards all knew it was going up absurdly fast but still kept market buying because youre retarded.
Well last time AMD went from $460 on May 11th it dropped to $414 May 19th only for it to completey keep ripping until June 5th. You could see the same thing by next week. Goodluck bro.
MU 894.52 USD ▲ +324.45 (+55.76%) past month AMD 472.73 USD ▲ +133.41 (+38.89%) past month June 5, 1:12 PM EDT · Market Open MY BAGS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! are you mentally handicapped
Blood Money for scalpers +7% up on AMD Short
Maybe I should buy some of these advanced micro devices (whatever this might be), to save AMD from going bankrupt?
I have UUUU, MU and AMD. This is fantastic
Don't feel bad. A gain is a gain. I sold AMD at 7 something a share for a 150-200 percent gain and I was so excited! LOL.
There’s some genuine strategies to this, if you’re actually curious. Semiconductor stocks / ETF’s are clearly booming. That’s as clear as day right now, AI is in enormous demand with a supply shock. This is why SNDK for example has gone literally 45x in a year. Same with MU lately (memory / HBM has been super in demand). As for your actual question? A solid little idea is to actually just jump onto something like [SMH’s holdings](https://www.vaneck.com/offshore/en/investments/semiconductor-etf-smh/holdings/), and check the weighting of them all, especially the very lowest weighting. Those with the lowest weighting can either be enormous winners where you end up getting in early before it soars off the ground, or it perhaps doesn’t move that well. SOXX is another great ETF where you can apply the same strat. But even the biggest majors like MU, AMD, MRVL etc are still absolutely worth buying right now. Personally I prefer just buying SOXX since I’d rather a small cluster of semi stocks that are all moving while not having to pick which stock is today’s or tomorrow’s winner
10 am today was NOT the entry point for AMD calls
So I bought in when AMD dropped 30, then it dropped 40 for me to buy in, then it dropped 50. What the helly
Is this the AMD bottom? Time for calls?
Probably my single worst trading day ever after perfectly timing AMD swing yesterday and exiting at the top
Im not crying lol puts are going brrr just making a statement. I lost on AMD calls this morning and went straight to puts
Just bought AMD at 485. Enjoy the ride down boys. When I buy it tanks.
As an AMD long, I agree tbh
If NVDA is down 5% AMD should be down 30%
AMD and MU load up time #summer26
AVGO under 400, AMD under 500, is this the apocalypse
There has gotta be more for AMD come onnn
Need AMD to push to 500
Really thought AMD woulda bounced back :(
Man if AMD goes to 500
Any chance AMD goes crazy?
Ima just hold these AMD calls And hope for a miracle lol
Wow AMD cost me Everything lol
AMD has got to get it going
I had a fucking cost average of 300 for 6-7 shares and just couldn’t take it. 8 days later was the massive spike and I just can’t look at it anymore. But granted I rotated a lot of the money into MU and AMD, so not the worst play but still
I just finished all over AMD
Does AMD recover today?
Look broke college kid here , I’ve set this money aside the last few months for a play. AMD calls for next Friday? Help a fellow retard out
Odds AMD goes back to 500 today?
I am also bearish on semis. Run up a bit too much, but I'd be cautious with short positions on the biggest names. NVDA and AVGO (after the sell-off) are decently priced in this range, with forward P/E at 21 and 26 respectively. I'd pay more attention to some other names in the space. AMD (FP/E 57), MRVL (66), INTC (100) and ARM (170!).
Sandisk and AMD could lose 50% and still be priced too high
The day I buy AMD TOO🤣😭😂🤣
Wow AMD really did fuck me lol
In 2006, Amazon was valued at $16b. Today, 2.73 trillion. Hindsight is 20-20. Amazon built a market that did not exist and everyone would have said they didn't have a chance back then. At current valuation, SpaceX is 100 P/E and 15 P/B. Other companies with similar valuation: Tesla, AMD, ARM, PANW, AbbVie Market seems to be fine with those. You are also confusing company fundamentals with a stock price which is demand-supply driven.
Good entry point for AMD calls?