AMD

The-Big-Picture-

The real answer is that it all depends on your time horizon. The answer would be different if you were planning to retire in 5 years vs 20 years. They say the biggest issue retail investors have is not letting their runners run enough (which is why people that never check their accounts or die perform better). On the other hand, taking profits is an important part of switching from growing wealth to maintaining it. I'm holding long so I'm letting my biggest fliers fly (MU, AMD and GOOGL). Maybe it'll pop tomorrow but hopefully 15 years from now it won't matter.

Specialist_Exam_8433

We are 100% in a bubble and we are 100% going higher. Don't think we even get a 1% correction until AMD hits 1 trillion at least. PEs of 100 will be normal.

woofyyyyyy

I ten bagged AMD. I only wish I had more money back then to invest but I was a broke freshly out of school student lol.

bearhunter429

#New MAG7 announced: MU, Sandisk, AMD, Marvell, HPE, HPQ, Cisco LMAO🤌

wowthisislong

Thats not true. Meta gets the right to AMD shares after they reach 1GW of hardware purchased, with additional vesting as they buy up to 6GW (at which point it will reach the full 160M shares). Similar deal with OpenAI, with additional incentives for the price hitting $600.

Soossaaaa

If AMD reaches $600 then META has the right to buy 160M shares of AMD at a penny each. They will own 10% of AMD. META will become a hyperscaler and compete with AWS, GCP, and X.

DeadFacesInMyPocket

Yeah I totally agree with you. Just the wording of the reply confused me. I absolutely agree and have seen the negative consequences of shitty financial focused leadership first hand. Cutting corners especially in IT security and customer service, inevitable layoffs, lack of pronotions/raises, lack of investment in their own IT and infrastructure. Sort of like some large countries 😆 Yeah I almost bought a bunch of AMD before Lisa Su took over...but I didn't. Granted I had 2k to invest and was a broke college student, but that woukd have bought me 1000 shares. Assuming I didn't sell (which I surely would have though) would be 500k now lol. Life can be kind of a bitch some times. But when life hands ylu lemons, you make beef stew!

JackieChanX95

Before AMD, ASML? Doubt

Stealthless

Dear NVDA, see AMD? Be like AMD you fraud

BurdenlessPotato

Five shares in AMD, 12 Intel, 1 Nvidia, and then the rest are spread around different telecom, penny stocks, and indexes.

AdOk3638

When u see AMD red at open, u buy calls and cash out later in the afternoon. Literally free money. LMAO🤌

CEOofBeanz

People here said I was smoking crack when I said AMD would be $400 this year

CEOofBeanz

Where did all the AMD haters go? Vaporized to the 19th dimension?

DDnHODL

IMHO we are at year 2/15 for this whole AI industry revolution, we are fortunate to be early , NVDA was the leader (I missed it). $MU, $AMD, $AAOI, $MRVL, $VRT, $LITE are all leaders on their own niche! We ar not late , NFA. DYOR! Add more if you are really into AI and Tech and have some logic to back it up. Good luck all!

BestZed

Bought IBIT leaps 3 months ago instead of AMD and down 9k AMA

moremarshmellows

I have made a decent amount on AMD and AMAT and GOOGL this year but no calls or options, just invested when they were still relatively cheap. That plus stocks rallying up in general has made me 120k this year so far, not rich but trying to stay the course and buy things when low and not panic sell when things get shaky.

Separate_Long_6962

I bought NVDA and AMD ... oh what the fuck I made money?!

Valuable_Sundae5737

Point of order: AMD was recently up almost as much in 30 days.

Soossaaaa

If AMD reaches $600 then META has the right to buy 160M shares of AMD at a penny each. They will own 10% of AMD. META will become a hyperscaler and compete with AWS, GCP, and X.

PckMan

It was all over bro. AMD disclosed a big investment into them.

wowthisislong

i will be so so pissed if mrvl is 1T before AMD

Initial-Magazine2169

Is there something you want the money for now? How much are you willing to stomach any drops from? It's impossible to tell you when the best time is except for when it feels most comfortable for you. Personally I would consider selling AMD at this point and looking for new runners

ShadowKnight058

My best were MU, AMD, ARM, NOK, CRWD, and CRWV

RayU_AZ

*What’s your take? Bubble about to burst, or is this time actually different?* I up another $12,800 this morning and $242,000 overall this year. I have huge gains AMD +197%, MU +156%, SOXX +143%, GOOG +116% and the list goes on for around 20 stocks I own. I set my exit strategy to -10% trailing stops loss orders for auto-sell on my brokerage account to capture 90% profit, in theory at $218,000 profit and to be in all cash on stock market crash. I am not worry about taxes going to all cash because the investments is in tax-deferred 401K acount. The trailing stop loss orders is an amazing tool that follows the stock price up and sets the stop order at 10% of the current trading price. You don't have to reset the stop loss order price every time the stock rises, because the trailing stop adjust the sell exit price to whatever percentage downsise you want, 5%, 10%, 20% of the current price. This trailing stop sell order is good Til canceled (GTC).

KittyLover-7

think CRWD does an AMD and runs more on ER print The rotation into it over the past month has been heavy

RicoSuave1962

100% agree. How can you NOT jump on the NVDA, MRVL, AVGO, INTC, MU and AMD bandwagon ?

FewBeautiful3072

AMD ?

enc-nyc

impressive fuckery by AMD and NVDA today

Sick0h

Turns out SOXL doesn’t need NVDA, AMD, INTC, or MU to still go up 12% in a day

AdOk3638

That AMD swing tho, glad i made some profit on weekly calls and got out. LMAO🤌

PisgahTime

Every pendulum swings and the narrative is this, always in order: Holy moly look at this thing (gold, AI stocks, BTC, Real Estate, etc), the value is exploding! Everybody all-in, look at how rich everyone is getting! Oh, that dip was ugly. Just hold on guys, it's just a correction. Wow, this bubble is a disaster, liquidate everything now that you've lost money. The whole thing was overhyped and you missed the boat, you never should have even tried in the first place. The goal is to invert the sentiment at each end-member. When people are getting greedy, start selling. When people are fearful, start buying. I Just sold off a huge portion of my 400% AMD profit. guess where I'm putting that cash... I've seen this cycle before. BTC will drop to the point where everyone vows "okay, now it's dead, for real". People and their goldfish memories will forget and move on to something new. Then something will happen and BTC will pop, everyone will hop on again at a price 2x higher than it was when they sold. It's too predictable at this point.

Star_Lord924

AMD.is always such a fickle bitch

InterstellarReddit

China buys more intel AMD chips than any other country. Second to US only.

Resident_Window_9369

You gotta remember that it’s cyclical. No doubt chips are being produced and it’s not just AMD making them many manufacturers all over the world are getting in on this. So what happens they overproduce we will have a lot of chips in the future and these stocks will plummet.

Zwatrem

Well, as you can see it's not like Micron is stopping after achieving 400% profit growth. They are doing better and better. When AMD say it's aiming for 20 EPS and then they say they are actually surpassing that, and they have more demand for GPUs and more demand for CPUs than previously anticipated, what do you do?

NotGucci

So, Jensen Huang said MRVL is the next trillion dollar company. Market cap less than 200 billon. Long way to go, but I def see it. Sandisk, and AMD are the next as well.

PckMan

This was literally all over the place two weeks ago when AMD disclosed their stake in it and I ignored it.

wiser124

$TMC will do better than $AMD. Deep sea mining critical minerals. Mark it

wiser124

Everyone keeps touting played out Ai $NVDA and $AMD. $TMC is easily the market’s next 10x

mayorolivia

Literally all their competitors. Nvidia, Broadcom, Credo, AMD, Astera Labs, Lumentum, Coherent, AAOI, etc. Just buy them all via SMH and perhaps the new ETF called EUV (low volume though).

Yonderbeyonder

buying any AMD/NVDA gpu should make you an automatic shareholder

vba7

One thing is to want to get rid of Intel and AMD, different thing being finally able to do that. But yes, in a way this is old news. But not to the whole market.

Illustrious_Low1903

Palantir is the one I'd be most cautious with. Great company, but at some point valuation matters. AMD and MRVL feel like they're getting less love despite having solid long-term catalysts.

NoTone5350

Sylor could buy AI stock such as MU, SNDK, AMD, and more instead of Ballcoin. Sylor done. He will crush Ballcoin , let's watch under $40k coming.

Arigonium

This sounds more like a dig on AMD considering they're likely the next trillion dollar company.

SuperRedHulk1

They are. 1 real customer in Amazon vs AVGO who has several other successful business lines and essentially offers a better version of the same product (custom silicon) that Marvell sells. Doesn’t mean there isn’t room for 2 players in the space though - see NVDA and AMD in merchant silicon

SaltShakerFGC

I also bought AMD at $80, it was one of my largest holdings, and sold a couple of months ago, at $200...

diefy7321

Cathie sold AMD and bought NVDA. The top is in for Jensen, sorry bro lmaoooooo

RainieY

The AI cycle has been going for 3 years, the already submitted earnings report that show enormous growth are real money that is paid. If NVDA wasn't getting paid, it would have been piling on accounts receivable over the years, NVDA has no issue getting paid, the buyers are literally begging NVDA to sell them more. There is absolutely no issue of payment here, MU, NVDA, AMD are selling everything they can, at full capacity and trying to expand as quickly as possible as can be seen with MU's new factory announcement. Products not delivered/sold do not show up as income on earnings, they help on guidance. Having a contract to sell does not mean the product has been manufactured/sold, the earnings show real money that is paid in previous quarters, and every guidance is beat and raised.

Original-Weekend-866

Very true, it's not predictable. It wouldn't work if it was, cards would collapse. What is proven is value. Undervalued stocks will roar with demand. NVDA (and AMD) are blockbuster examples. They had a lock on their industry with very very complicated technology with huge barriers to enter. That alone (without the AI boom) was very undervalued, the AI boom just shed the light of the sun with a microscope through it. We're seeing it in resources now... undervalued because these are scarce and take time to process. Reminds me of that legend who once strolled this sub... DFV

Upn8th

Nice work! Very small $'s but I bot an ORCL call Thursday before close, sold today after open for 8X. That was quick. Holding ORCX, MSFU, HPQ, ADBU shares. Who knows, maybe one or two will AMD/MU/INTC. Will look at LITE. Thanks for the mention and good luck.

pocketrocketss

Should we full port AMD and MU? What else am I missing?

bearhunter429

#Wen AMD $1000? LMAO🤌

N1oma

It's with wealthsimple in Canada. It's 4% (prime + 0 because of the amount I have in my TFSA and RRSP) USD stuff is 7 percent though. Just to try it out I bought 1k in VFV (canadian VOO) but I'll buy 1k in AVGO and see how it goes. But I'm assuming this is how some people got some pretty massive gains by maxing their margin in some semi stuff? I've been buying AMD since 2017 but I was poor until 2021. wish i had some balls.

N1oma

I have 100k in buying power with margins. I have no idea how to use it responsibly. If I buy lets say 10 shares of AMD with my own money and then 10 on Margin thats generally how it works? And then if it jumps 10 percent I can sell it and pay minimal interest correct?

SpacklingCumFart

Thats why I did not list google. Google is just proving again that the buildout is real and demand is real. This means CRWV, NBIS, IREN and so on is going to be buying all the NVDA and AMD they can get their hands on and that means they will all need more MU. This also means AMZN with AWS and their large stake in Anthropic should also continue to go higher.

bye_stander

You do know that Google used more of their TPU than NVDA plus AMD combined in 2026?

SpacklingCumFart

This is bullish for AI not bearish. Google is throwing even more money at the build out because demand is so high. This is bullish as hell for CRWV, NBIS, NVDA, IREN, AMD, MU and so on. This, however, might cause a short term downside in google stock.

AromaticAd9132

I’m thinking a few $242 NVDA June 18 calls. I feel like it’s going to run like AMD just did. The quarterly was great and all good news etc., people sold on it and we are past that now. Nividia is now launching new products and partnering with Microsoft and Dell. There is more upside here.

bellahamface

Jensen spending a week in Taiwan, Korea. Ego out of control. Using his heritage and fame to lock up Taiwanese suppliers and Korean memory. Dissing hyper scalers, x86 And encroaching on AMD/Intel and especially Apple consumer market. And gloating that AI is centered in Taiwan. Product is a nothing burger imo. Very niche. But Jenson is flying too close to the sun here. Hyperscalers are moving production slowly to Intel. The US government is not pleased. First it was non invite to China. Cancelled call and arms to Taiwan. Next it was the loophole fix on a random Sunday prior to his keynote in Taipei. This is not going to end well.

idobi

Stop losses on tech stocks suck. If you set them, be sure to use them on things you already plan to sell. I used to use them on stocks and inadvertently sold things I wished to hold, waited for good entries that never came again and rather than take the loss never got back in missing out on life changing gains. My horror story is AMD, I owned 15K shares of AMD I bought at $2.25/share. Stop loss forced a sell at $6/share but I watched it rise to $16/share shortly after. I never intended to sell it as it was a relatively small position.

Neoncry

AMD

Current-Guest2899

AMD

pocketrocketss

AMD and MU for summer 2026

Confident-Chart428

NVDA jumped on a new product launch. That launch also helped push Microsoft higher and put pressure on both AMD and Intel.

Cpcpcp11

And AMD

WrexyWrex

AMD’s RX 9070 GRE Graphics Card Is a Compromise No Matter How You Slice It [https://x.com/Gizmodo/status/2061611782334980547?s=20](https://x.com/Gizmodo/status/2061611782334980547?s=20) Su Bae!!! Why??? 😨

No-Sympathy-686

Soxl, spy, AMD, NOW.

Thepandashirt

It’s a little nuanced and I think you are on to that. Earning have been great and price has been following that but probably gotten out of hand in some names - MRVL, AMD, INTC. Other names are still relatively cheap like NVDA and maybe MU. So it’s not nosebleed valuations across the board in semis but elevated valuations in some places. But we’re in a bubble territory nonetheless just from a sentiment POV and caution is warranted. I’m personally up 70% on the year and I’m pulling back my exposure through increased cash levels to 25% and hedging. I’m also underweight semis at this point with concreted bets where valuations are reasonable. I watched the GTC keynote last night and it just solidified my concerns. Tons of euphoria and just this endless cycle of absurd capex spending that is gonna end at some point. And it doesn’t end with a little sideways consolidation - it ends in a 30%+ bear market. It’s a question of when not if. I think these IPOs have the potential to be a trigger but nobody knows. I think the higher probability situation is higher into year end and then a serious correction. If we end the year higher and even more euphoric I’ll be 50% cash for sure.

fruitsandveggies05

Quite a few (I have a lot of micron, AMD and TSM haha). Oh well. Thanks for the recommendation to use thetaedge- I’ll check it out

Impressive_Boot7356

added to IREN CIFR CRWV today. Trimmed down ARM MU AMD shorted GOOG and added to AVGO and LITE in the after hours will probs do more ZM and TE tmrw

Kickboy21

VTI and chill vs. DELL/AMD and millionaire

Redditfortheloss

I hit AMD calls for 100% gain today. 

Vivid-Skin4451

There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis.  SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil. 

AdOk3638

Is AMD run joever guys? Are my calls i bought at close today cooked?

MakeOSUGreatAgain63

I sold out of everything Only AMD remains 🔥

MalfeasantSeven

PENG uses AMD chips like HPE does. What prompted me to buy HPE calls leading up to today was AMD ER earlier in May - their chip numbers being shipped to enterprise clients (no names named but easy to find out it was HPE) and well, it turned out ok.

juzz88

It's legit why I bought AMD shares last year. Regards in here were piling in on puts at the bottom. 🤣 Having said that, I'm too regarded to sell now that regards in here are piling in on calls at the top. 🤣

UchihasRightfulHeir

Hyperscalers burning cash, diluting shares digging for AI gold. Buy shares in the shovel suppliers people. MU NVDA AMD SNDK supremacy

AdOk3638

# Who bought more AMD calls before close!? ME! The big beautiful bol! LMAO 🤌 #

JohanLiebert92

AMD and intel better pump this week

Top_Category_2526

I saw now at $88 and i didn't buy it because im a pussy Just like i saw MU at 78, AMD at 78 and NVDA at 78

nomemory

There's a community mega thread pinned. Or just look for a calendar with earnings. You look at sectors and momentum. Most of the people here are not geniuses. Dell had it huge. Dell and HPE overlap and compete in some segments. People assumed that if Dell had it big, HPE could follow. The same story was with Intel and AMD. It's a gamble. This is not a financial advice, only clasic play on correlations. I did it a few weeks ago with Walmart (I had puts that time), I did in in the past with Nuclear companies, etc. Sometimes it works, sometimes it fails. It's important to have the risk under control. Most of the people here behave like high-stakes gamblers.

aftherith

Sold a bunch of ARM AMD and MU today. Cost basis under 100 on all three. You nuts keep riding them I hope they keep running. Time for me to trim.

Embarrassed_Tax_3181

Yes because it’s extremely likely you’ll sell at the exact top without price running further.Idk I sold AMD at $350 after holding from $85 and put that money into Oracle at $160 which is now at $250. So even though AMD went up another 50%, still ended up matching the missed gains anyways

eastbay77

I interviewed with ARM a few months back for a partner marketing position and while talking to the hiring manager they specifically told me that ARM for data center and PC is hard market to penetrate. INTC and AMD dominate that market, so unless Nvidia has some game changing tech at a lower price per performance I'm staying very skeptical.

Cretonius

Buying? Nothing. All buying was done prior to March. Sold a bit. Sold AMD at $500. Sold Apple at $309. NBIS is one to watch but they have already surpassed even the bullish predictions. Looking to re-enter that but pullback needs to be a long way down to $175 - $185. Current bounce is from $219 off thin support.

eastbay77

I trust that Supermicro will find a way to get Intel and AMD CPUs to China. It's been known to happen.

Thisispaartaaa

Funny thing about INTC/AMD/QCOM etc. taking a shit today....aren't they all pretty much sold out, so if NVDA joins the fray, it's just one more company that can't keep up with CPU demand

GongTzu

I think we are just at the beginning, like PATH it will take some time to materialize, I put it in my longtime port as I believe AMD will finance them hard to make sure they get a piece of the GPU AI pie.

GongTzu

RXT on fire today. They recently made a deal with AMD

GloomyMembership4197

Yet it is, NVIDIA sells most CPUs in the world, bar none. It outsells both AMD and Intel by far. 20B only for stand-alone VERA CPU (they are sold out for 2026)

Milksteak_Sandwich

Sold all my Bitcoin this weekend before it drops. Now where the hell do I park the money? MU, SNOW, NOW, AMD, MRVL, NOK? I'm too chicken to buy SPCE

AdOk3638

# If you don't full port AMD now, ur just retarded. LMAO 🤌

RunsaberSR

It tracks AMD and pays a weekly dividend. [https://yieldmaxetfs.com/our-etfs/amdy/](https://yieldmaxetfs.com/our-etfs/amdy/)

GoogleKushforLunch

QQQ about to hawk down SPY like AMD did NVDA

DJ-BluJay-AirHorn

Musta been awesome to buy $AMD at 23 cents .... 👍

AtheIstan

Ehm why is there an AMD ETF? ELI5 pls

Jadeclone1

Thats cause it followed DELL, similar to how AMD followed INTEL earnings.

FatFluffyFish

They are looking to ensnare market share from AMD and INTC with their CPUs, so kinda.