AMD
Advanced Micro Devices Inc
Mentions (24Hr)
86.67% Today
Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
SLV will always be the AMD to Gold Nvidia
Did you see Keybanc analyst note, servers CPUs sold out for 2026. Both Intel and AMD.
He's always been a clown. Anyways, if you've been trading that long, if all you did was stick cash into one of the tech company in 2000s, Apple, NVDA, Google or facebook after IPO, AMD, netflix, etc, you'd have millions by holding and never selling.
AMD is the infrastructure. They consistently exceed targets.
Well you know how much I woulda made if I held on to the AMD calls from my last post?🤓
Hell, take the money now if it’s anything decent. Took my AMD cash today 🫡
We would all be Rich by now if we followed this path: All in Tesla stock 2020 All in Nvidia stock 2021 All in Meta stock 2022 All in Palintir stock 2024 All in AMD/Google stock 2025
Buy $AMD, $GOOGL, or $ASML?!!!
I might need to buy my AMD cpu/motherboard before another shortage
AMD is up 6.39% today. I got in at $12.18 per share. Should I take profits or let it ride?
Dr Su bae keeps pumping AMD to the moon.
AMD going back to 260 as soon as it breaks out of that triple bottom channel
AMD, SNDK, NVDIA, WDC UP but MU down… WTF
That was fun AMD, lets do the same pump tomorrow.
weird day anyone know what's going on? vix rising Gold green to red Adobe crushed (downgrades I assumme) AMD + INTC up while rest of the chips are down
I had Nvidia and AMD 6 years ago and sold at a profit but put towards my forever house deposit . ... If I kept probably would be near as dammit mortgage free
AMD 2026 CPUs are already sold out. That is big time bullish. Come back in a week and see where AMD is.
AMD is not 100% AI retard! Server side CPUs
MU SNDK run is done. AMD INTC now.
AMD and INTC will run, just like MU and SNDK did. CPU shortage!!!
Happiness is forgetting you bought AMD calls the day before it pops 7%. Gambling addiction is being sad you didn’t buy more.
what is going on with AMD
I bought the 200 dollar dip from AMD. After selling it at 207.5 and watching it run to 260, I’m excited to get back in
The shreck dick in my AMD and Google positions look great. However the Clifford dick in the other half of the folio are pretty bad. I think my Adobe leaps are dead. Might average down on Adobe as I think to much downside is being priced in
Mostly leaps on Google when it was around 160. As well as AMD and swing trading SNAP. Oh, and can't forget PNG. In that shit since 0.50 and it's been flying.
fucking amazing day. My full port RDDT AMD GOOG calls are printing 🤑
Didn’t think this post would blow up lmao. Technically, my son’s college account is spread out across multiple Schwab brokerage accounts. So I can’t show the positions in just one, as it wouldn’t show the entire portfolio like this screenshot. If it helps, he owns 200 shares of RKLB at $4.26, 6 shares of AMD at $119, about 150 shares of PL at $6.19, 50 shares of VST at $23.36, and lots of SWPPX. He’s up at about 2,000% in RKLB, 600% in VST, 300% in PL, just to name a few. He has a few more winners but these are the majority.
AMD gonna get a Micron type run now that there’s a cpu shortage???
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
Unveiling AMD: https://www.reddit.com/r/StockMonitoring/s/cEiv3TZ4f9
I picked Microsoft instead of AMD
Anyone else having AMD calls?
AMD just trades on vibes brah
why the FUCK is AMD ripping, shitass stock falls off on nothing and rips also on nothing
Lol Meta and Microsoft have been Dreadful 🫠 Atleast Amazon left that same hell, but ya Intel ,AMD , Google running circles around them 💀
Wow AMD doing something other than making me broke
there are certainly some growth names soaring today. AMD chief among them.
AMD and I friends once more
Giz one more AMD & META deal so I can sniff some $270 AMD
My ghey lines tell me AMD can reach $250 EOM
I chose to swing SMCI calls against AMD… big 🧠
Who has AMD + 7% on their bingo card
LFG AMD. Back to ATH EOW
Will we get the usual AMD fade?
Google and AMD are crazy
Such a schizophrenic market. Everyone dumping AMD after a lackluster CES showing is suddenly panic buying
I just want AMD back at an ATH....is that too much to ask?
Big decision, sell the 215 AMD calls at open or see if it melts higher
AMD is looking like it’s ready to fuck on some bears today
AMD ripping, any suggestions for calls with 30-60 DTE?
**2. AMD - HOLD (Neutral)** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $330B | | | YTD Return | +68.4% | Strong, but trailing NVDA | | P/E | 99.9x | **Expensive** | | Forward PEG | 0.75x (est) | 25% discount to sector, but still pricey | | ROE | 5.6% | **Weak** for a growth stock | | Analyst Rating | Buy (47 of 69) | Consensus positive | **Your Thesis:** Lisa Su is a legend, and MI300X is NVDA's only credible competitor. But... AMD trades at 100x P/E with 5.6% ROE. That's a lot of hope priced in. **Risk:** If MI300X doesn't steal meaningful share from NVDA, stock tanks. **Verdict:** **HOLD.** I love Lisa Su too, but valuation is rich. Wait for -15% pullback. --- **3. ALL (Allstate) - VALUE PLAY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $56B | | | YTD Return | +10.5% | Steady | | P/E | 6.7x | **Cheap** | | ROE | 35.3% | Excellent | | Analyst Rating | Buy (22 of 42) | Positive | **Your Thesis Confirmed:** P&C insurance is defensive + rate hikes = higher investment income. 200% YoY growth sounds like an acquisition or one-time event (not organic). Verify in 10-K. **Risk:** Climate risk (hurricanes, wildfires) could spike claims. **Verdict:** **BUY.** Cheap defensive play with 35% ROE. Good for portfolio balance. --- **4. INCY (Incyte) - BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $21B | | | YTD Return | +53.7% | Strong | | P/E | 17.6x | **Cheap for biotech** | | ROE | 29.8% | Healthy | | Analyst Rating | Buy (24 of 43) | Positive | **Your Thesis Confirmed:** Jakafi is mature, but pipeline (blood cancers, dermatology) is diversifying. Low debt, insider buybacks, 30% ROE = quality compounder. **Risk:** Patent cliffs. Jakafi loses exclusivity 2027 (US), 2029 (EU). Pipeline must deliver. **Verdict:** **BUY more.** At P/E 17.6x with 30% ROE, this is a steal if pipeline works. --- **5. B (Barrick Gold) - CONTRARIAN BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $82B | | | YTD Return | **+199%** | Huge move | | P/E | 22.7x | Reasonable for gold miner | | ROE | 14.5% | Decent | | Dividend Yield | 1.1% | Bonus | **Your Thesis:** Gold up 35% in 2024 (to $2,650/oz), but B is up 200%. Some of this is catch-up (miners lag gold), but momentum is strong. Copper exposure (30% of revenue) adds diversification. **Risk:** Gold peaked? If we get a Trump "strong dollar" policy, gold could correct 15-20%. **Verdict:** **HOLD (trim 25%).** Take profits, keep core position. Gold is overbought short-term. --- **Portfolio Allocation (if $10k):** - **MU:** 30% ($3k) - High conviction - **INCY:** 25% ($2.5k) - Value + growth - **ALL:** 20% ($2k) - Defensive - **B:** 15% ($1.5k) - Commodity hedge (trimmed) - **AMD:** 10% ($1k) - Speculative (wait for dip) **Bull:** Diversified across tech, healthcare, financials, commodities **Bear:** Heavy on semiconductors (MU + AMD = 40%) - if AI crashes, portfolio hurts Solid list. I'd rank: **MU > INCY > ALL > B > AMD** (on current valuation).
Solid watchlist—mix of growth (MU, AMD), value (ALL, INCY), and commodities (B). Let's rate each with data: **1. MU (Micron Technology) - STRONG BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $386B | | | YTD Return | **+295%** | Massive momentum | | P/E (TTM) | 32.6x | vs sector median 1.66x forward PEG | | Forward PEG | 0.20x | **Screaming cheap** for growth | | ROE | 22.4% | Healthy | | Analyst Rating | Buy (54 of 67) | Strong consensus | **Your Thesis Confirmed:** HBM3E dominance (80% market share vs Samsung/Hynix) + AI demand = multi-year tailwind. Yes, it's near 52-week highs, but forward PEG of 0.20x is insane for a semiconductor in an AI super-cycle. **Risk:** Cyclical business. If AI demand slows (2026?), memory prices crash. **Verdict:** **BUY on any -10% dip.** This is a 3-5 year hold.
That’s so not true. Yes, Google & Apple are performing well. NVIDIA has been kinda flat. Microsoft pulling back. Amazon kinda flat. Meta flat. Tesla is Tesla. The real opportunity in the market is the second-tier, non-MAG7 stocks: Taiwan Semi, ASML, Micron, AMD, Applied Materials, KLA, Lam, Amphenol, RTX, Lockheed, Northrop, Exxon, GEV, etc.
Jensen Huang at CES last week: >number of high performance CPUs we have in the data center is going to just explode. I wouldn't be surprised if Nvidia becomes one of the largest CPU vendors in the world, you know, because of all these different places we put the CPU. Keybanc today: >Intel and AMD server CPUs sold out for 2026.
Why would you buy TSM and SMH, when TSM has a 10.5% weighting in SMH? Rather than buying SMH, I own a number of the semiconductor stocks, including TSM, NVDA, AMD, KLAC, AVGO
AMD looking horny asf for bears today
>AMD was also raised to Overweight with a $270 price target, with KeyBanc saying the chipmaker is “almost being completely sold out of server CPU in 2026.” >The analysts estimate AMD’s server CPU business “will grow at least 50% this year,” while AI-related revenue should reach “$14B–$15B” in 2026, supported by shipments of MI355 and a significant ramp of the MI455-powered Helios platform.
Lisa Sue just announced an AI powered AED defibrillator that will recognize when you look at your AMD shares in your brokerage account and start to shock you back to life and anticipation of the heart attack that it knows you’re going to have because of the AI
AMD investors when they see a stock trading flat for 3 months, using 20dma as resistance at 100PE, with a gigantic gap fill 20% down:
Last year I had to baghold AMD for about 8 months, but Lisa has been looking divine lately
Hoping for a blessed AMD day
Google is making up for the Cliffording AMD has been giving me lately.
AMD calls or NFLX calls?
Meta designed the Helios rack in tandem with AMD and the Helios rack exclusively uses the mi455x. There’s no mi355 Helios rack.
That's like saying "someone else will figure out GPUs and take half of Nvidia's market". Well guess what, AMD and Intel both exist and ain't even close to competing.
MRNA, NFLX, NVDA, AMD, AMZN, APPL, MU, META. Total meme stocks.
Meta and AMD designed mi455x in collaboration. AMD will customize mi455 to fit a hyperscalers needs. That’s their speciality. It’s not a one size fits all solution like Nvidia. And it’s also the reason they bought ZT systems, which is akin to SMCI. ZT customizes the racks to fit whatever need a company needs
I’m an ignorant retard - where exactly does it state that meta’s rack is still powered by AMD’s MI455x?
Maybe if you read the article again you’ll realize that if tho the racks are different they are still powered by AMD’s MI455x chips you ignorant retard
AMD is down even more ytd
I know. The advanced money destroyer. But AMD ain't a MAG7 stock either.