AMD
Advanced Micro Devices Inc
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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
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Mentions
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
this has gotta be a good day to buy calls like a week or two out on AMD
AMD 6% daily moves is the most normal price action I've seen
I went 8/7 exp 550c when it hit -6%...if we have another one of these -10% horror shows maybe I cut, but avg of \~2 sessions for AMD to recover at least 2-3% after -5% day for the last 2 months. Not that history is anything...
Ouch I'm getting stabbed in my AMD.
I just watched the 0DTE CSP's I sold on AMD go from being worth $600 to $7500. I was like "WHY PAY 600 TO CLOSE THE POSITION, IM SO IN THE MONEY!"
AMD is so dramatic with its swings lately
I said out loud yesterday “we’re shorting AMD” and then I went and shorted SPY like a retard
Sold my AMD calls at open thank god
Loading up on more AMD, hopefully it's today's bottom This shit feels like surfing on top of a shark
My AMD calls are toast ugh
Should have bought all the AMD 550Ps, I'd be a hundred thousandaire. I'll catch calls on the way back up.
Given the volatility of... well everything, I think sub 510 AMD is a real possibility today. Will buy up calls if it falls under. 150 for SOXL too. No options though, just some shards to flip. Thoughts?
panic sold my AMD put this morning... bought calls thinking it was reversing... fuck me
Ok, you want proof the indices are rigged? Here you go. The combined market cap of the MAG7 is $22-23 trillion. The combined market cap of semi's is $3 trillion (SNDK, MU, AMD, INTC, WDC). On a day that MAGS are up 3%, QQQ is down 1% off the highs. They haven't calibrated the indices to weight back to MAGS. They're still calibrated on semi's. LMAO.
Damn AMD getting knifed while mag7 eating it's gains.
AMD held up really well during the semis rotation
Wait i blinked, how is AMD's target 725 now? Weren't they around 80 bucks not too long ago
Guys, do you have any tickers in mind that go up with a regard strength after every pullback? For "buy the dip" and "sell the rip" strategy. SNDK was quite good, but it lost most of the momentum because of SKHY. SKHY is too unpredictable now, I'm not touching it for a while. AMD seems to be the strongest one out of all semis and AI tech. With DELL and HPE maybe? ALAB, MRVL, BE, GLW had been very quiet recently.
Stop gambling. Move everything to AMD for next few years, then diversify into sensible ETFs like VOO. Done.
> Could be a simple chip advancement or something. Not happening. The models are huge and have to be massively parallel. Dedicated ASICs are a thing which could move away from GPU demand (which would hurt AMD and nVidia) but RAM is always going to be necessary. Carmack has proposed that you could make AI-oriented memory more cheaply than current RAM because you don't need "random" access for models or do training, but it requires a different paradigm and it's frankly easier to manufacture RAM that's all identical.
Calls on AMD and MU. 2T-3T market caps in next 12 months
Intel foundry represents Intel in it's entirety.. Products are shit and barely compete with what's out there from AMD and in consumer markets - Apple. Forget about Nvidia. Intel's foundry is an inefficient TSMC. This is big news if it's correct.
their silicon business was dead either way. global foundries shit the bed too and AMD managed to get out of it without going bankrupt. it was their real reason for suing intel back in the day. they bullshitted about rebates and now they're doing the same shit with rebates. what they wanted out of the suit was to be able to cut loose global foundries without losing the x86 license, which they eventually got by the end of the suit. IBM's problem is they trimmed everything, not just the fat. now they've got hardly anyone except a few guys in their basements testing different kinds of transistors and smaller feature sizes for the next 30 years, then end up doing jack shit with their findings because they have no foundries and all the foundries that can afford to go so small already have their own processes in the pipeline.
Intel still hasn't beat AMD or Apple in maximum compute per watt per physical unit of space, which is the combination metric used by data centers. Why consume more power and/or take up more space for the same unit of work?
IBM -> design chips with their own internal research team. [https://hc2025.hotchips.org/assets/program/conference/day1/23\_ibm\_starke\_v2.pdf](https://hc2025.hotchips.org/assets/program/conference/day1/23_ibm_starke_v2.pdf) [https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) There are the Power Series and the Tellum used in mainframe. I think the plan here is. IBM will sell mainframes and thru software virtualization with tweaks on the Tellum chip they can made Mainframe like a general purpose x86 Server CPU (similar to what Intel and AMD epyc) sells to data-center but running with ARM ISA. Just that in IBM case, their customers are the Enterprise (like Banks, Visa and Mastercard) What is the way out. IBM to partner with Intel Foundry on making chips with their own 1nm CFET transistor technology. So they cross-license it with Intel Fabs, which allows them to jump ahead in CFET (post GaaFET). And Intel depending on their own roadmaps can spread the risk, if intel foundry own CFET design hits a roadblock. Because designing things at those nano-scale is tough. That IBM+Intel foundry chip thru virtualization layer can run on ARM aarch64 ISA which makes it general purpose for enterprise. [https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/](https://www.servethehome.com/ibm-outlines-sub-1nm-nanostack-transistor-technology/2/) https://preview.redd.it/ati7n320jadh1.png?width=2108&format=png&auto=webp&s=6fa7b1f4e5d30fbd7499670a50b9fae9008b9503
The $INTC silverback just built a giant golden banana printer, and huge alpha apes like NVDA and AMD are lining up to use it because it hits a 98% perfect-banana rate! 🦍🍌🚀 Perfect-banana rate = cheaper chips, aka more tendies compared to tsmc
If you see no further potential with the stock just sell it - unless it‘s AMD, then you better hold.
AGAIN, there is legitimately no reason to buy MU over SKHY. It's like buying AMD over NVDA while NVDA is cheaper.
Black swan like everybody not liking AI and data centers and Nvidia and Intel and AMD not being able to sell chips, and people not liking all the flock cameras.
I bought AMD at 5 and sold at 21. Was so proud of my profit.
People have no idea what is even a reasonable performance in the market. TSM, AMD, intc, NVDA ARM all up comfortably in the last 3 months. Memory stocks all gone parabolic. Only way you could have lost money is if you bought memory stocks after earnings.
AMD is usually prime scalping stock, stays in a range... until it doesn't and it drops 50%. Or that's been my experience for a long time.
I didn't realize but amd hasn't even like moved from its highs at all, AMD moving like prime Nvidia damn
Tbf Intel was doing the downward dog during the covid era. Getting outclassed by AMD and got bailed out by the govt. Makes sense though, if the govt invests in you then you can't really go bankrupt.
I'm also watching AMD, it is the strongest stock from all tech now (except SKHY), but I'm waiting for a better dip
Should've bought them expiring EOW but they were too expensive, hoping AMD separates itself from all other semis though
Full ported into AMD 600 expiring tomorrow how fucked am I?
Need a new graphics card, short AMD and NVDA to make money to buy one? Good logic right?
To be fair, I sold AMD at like 280. Imagine if I'd held...
If SK hynix hits 250 and MU hits 1,500 by the end of this month I'll quit my job. Also don't forget to sell all your AMD shares right before the close on earnings in a few weeks
Ahaha this market is such a joke! LCID is no different than AMD NVDA IBM etc......... such a joke what swings this market.
$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. 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 Scam IBM today
Who is pinning AMD relentlessly since 12PM EST?
Well, you know that Google makes their own semiconductors right? Not to mention the advanced micro devices that are the main product of AMD those micro devices happen to heavily involve lithography silicon wafers and look a lot like semiconductors when they're assembled together on a CPU or GPU.
Bill Ackmen invests billion dollars in Netflix and took 400 million loss, just before it runs hugely up. That is my favorite. Or Catthy Woods had Roku at $500 and more per share and didn't sell. ARK sold MILLIONS of NVDA and AMD shares before the run and ofc the most stupid one, Catthy didnt sell TELADOC when it was $160 per share!
Google is the biggest TPU manufacturer in the world and AMD is the #2 GPU maker. You have only touched semis from what I can see. Good calls. Moronic title.
AMD 600 might not be a myth ngl.
Just made $5k on AMD weeklies I'm out for the rest of the day ✌️
Just finished going through TSMC monthly report. WOW, the demand shows 0 slow down. This infact makes sandisk, MU, AMD, NVDA all still very undervalued. Lisa Su who has historically been very conservative says demand is creeping into 2031 already.
Lisa Su shorting AMD so META can't exercise those warrants to grab $600 shares for a penny each
Wouldnt be AMD if a swing actually lasted
I'm getting myself some AMD calls
seems like every day another analyst bumps their price target for AMD to like 700+ and every day AMD just moves within the 520-580 range
yahoo app glitched for a second and i saw AMD tank to 539 and damn near had a heart attack
tbh Im surprised with the strength of AMD, if this semis selloff happened last year AMD would be dead in a ditch, but that bitch keeps climbing
Oh look AMD has decided that its daily 5% swing is gonna be green (at least for now)
[https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) IBM can somewhat be regarded as a chip design company (similar to Nvidia, AMD, AVGO and QCOM)
Don’t own either but used to hear the same things said about AMD, INTC, Dell, etc…then what do you know…smells like inverse wsb lol
https://preview.redd.it/9ism95t8y6dh1.png?width=1059&format=png&auto=webp&s=47b0929d96625582f5380eeee315801ec8102abe Since market likes chips (hardware) IBM (like Nvidia, AMD, AVGO and Broadcom) makes their own chips.
AMD sure. But I sold that call a year ago. Google and the rest are not semis.
bro says he hasn't touched semis while literally holding AMD calls
But like... why in the f is AMD pumping so god damn hard compared to everything else?
I know the best move is to sell on the open and just move back into a safe etf until we get through AMD earnings but I'm going to continue to watch it all burn anyways
NVDA and AMD rocketting 🚀
AMD Jan 16 105C In 2nd screenshot
Bought AMD shares in 2015 for $2, sold a year later for $8. Bought 1 BTC in 2014 for $280, sold a year later for $310.