AMD
Advanced Micro Devices Inc
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Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
Good luck to all AMD stock holders
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD
GPT-6 Astra is the start of the loop transformer era. AI hardware stock winners and losers.
Someone who lived through 1999 dot com crash...
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
I do not have faith in the US dollar to not lose large amounts of value in the coming year(s). I want to hedge against this through digitally held assets, and non US companies. What are some methods to invest outside of it
Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
Mentions
Can't name it as by the sun's rules it's market cap/share price is currently too low, but my biggest holding is a Biopharma I have a strong conviction in, which ran up from ~$2.18 to like $6 in 2025 then dropped 60% in March back to around ~$2.18 right now fully enough. So "technically" down for the year but it's because this particular pick did so well at the end of December, which made 2025 look great, and dropped following their dillution, which has made 2026 look not so great in spite of my Nvidia, MSFT, and AMD gains.
I think I might dump AMD today
something is whispering AMD puts in my ear, not sure why
So you’re saying AMD won’t go up 5 straight days?!?
Life really has a great way of fucking with me. Held GOOGL prior to earnings and watch this shit drop to $319 then back up to $384 then back down to $330s then back to yesterday at $340s. Trimmed for losses on the way down, but yesterday I decided to just close rest of my position. It’s okay though because I made back up all my Googl losses that accumulated for months in just a matter of days with AMD. Only frustrating thing about this situation was opportunity cost. I hope that shit goes back to the $400s, but I’m personally not trading it again.
Member when AMD was at $80 and stood for Advanced Money Destroyer
Oh boy, I was getting the same comments when I bought a ton of AMD at $87.
Heard hes buying AMD 👀 Abel Makes Dough
Really getting sick of Micron Dell AMD Intel
last year when AMD is below 100, I still saying ain't no way I'm touching this high PE shit. Now I feel extremely regarded
Dell, Oracle or AMD puts on open?
intel?? that junk, it was led by nvidia and AMD
AMD to 1000 :hesright: :hesright: :hesright:
Look, maybe tomorrow turns out green somehow, but after such a big run-up in Intel and AMD, taking profits is usually the move that leaves you with more money. Personally, I think tomorrow will be slightly red—just a healthy correction and people de-risking before a weekend that could go either way.
AMD trillion dollar company end of year?
brother what is going with AMD
Or. Maybe the previous quarter was an anomaly. Regardless yes. It's ahead of its skis, yes. Next 18 months may be built in. SMCI is untouchable and HPE sucks. So, AMD helios is what matters.
I agree, AMD will close at 622.70 tomorrow
Sold Micron AMD and Dell around 100$ 🫣😂 after holding more thanks 2 years
Can’t decide between AMD or INTC puts. Guess I’ll do both.
The Semis are what are catching a bid today. I have no idea if that will extend into tomorrow, but INTC, NVDA, and AMD all have had good looking charts. I like the look of GOOL with this pullback. MSFT is not so hot now that it seems to be losing the 20-day. AMZN is a mess. Wouldn't touch it until $235 if it were my money. I've been playing MU on and off, but I kind of hate it here. You've got about $20-$25 of upside versus $180 of downside right now based on where it's trading. AVGO is a dog's breakfast of a chart. I think I'd stay away until it can find a bottom around $315, maybe a smidge lower. If you're playing indexes, I continue to like the Qs more than the others right now. IWM and Diamonds are breaking down. Qs look a little more constructive than SPY.
Does anyone know why AMD is allowed to trade at these wacky multiples? I wanna go full Burry this thing so badly because I am not understanding the valuation
Is anyone actually buying AMD shares at this point or is it just options trading price action?
I closed the rest of my GOOGL position today at a loss. Been trimming and taking losses for months on this piece of shit. Made back all my heavy losses with AMD in 2 days. I bought a shit ton of AMD calls last couple of days and made all my losses back. Lucky for sure as I didn't expect AMD to run as much as it did. I still wish the best for GOOGL holders and GOOGL to go back to ATH, but I will not partake in googles bullshit anymore.
How does AMD and INTC look? Follow those
... AMD, the company at like 140+ P/E trying to justify valuations on profits past 2030 is not speculative tech... okay.
AMD is neither of those.
Don’t be biased and tell me the truth. How long should I hold my AMD shares I bought last week? 👀
Excuse me... AMD with 7% gain? What's the news?
Welp made back all my losses from GOOGL position that I held for months in only a couple days with AMD. Never touching GOOGL again, closed rest of my position today. Oh the opportunity cost that I lost holding that bag of shit for as long as I did. I can only blame myself.
I still have the 1.2. I went into AMD right before chat GPT with around $40,000. All in on covered calls and cash secured puts. There was a day that I missed opening my trade and I forgot because I had to take my son to the doctor…..I would’ve made around $128,000 that day. I have no trouble admitting it was luck. I saw nothing coming. I actually just looked at some data about AMD and it felt safer than NVDA. I would’ve been far more profitable in NVDA, but I truly felt better about AMD for some reason. I don’t have the AMD stock anymore. I sold it all, which is also always I had to pay taxes. I told you the truth on my attorney fees. It was a felony crime. I was required to pay the full bail because I am a Veteran and they claimed that made me more dangerous. Otherwise I only needed to pay 10% upfront.
AMD is definitely not Advance Money Destroyer anymore
Just bought AMD puts. I’m scared.
#AMD stands for AMerican Devices LMAO🤌
AMD booming, the inverse Cathie trade holds true yet again
AMD said fuck it I’m going full retard
We're finally fighting inflation? Rates are going up during the war? Time to go all-in on AMD and Intel
AMD for Fed - that would fix inflation. Immediately.
Best way to counter inflation : buy AMD
AMD Dilution incoming i reckon
How do I make money? I had AMD yesterday and sold it for a loss of $126. Of course after I sell it magically goes up 6%+. Happens all the time.
designing and manufacturing are two completely different things. intel does both. AMD and NVDA only design. TSMC only manufactures. in the case of this post, micron does both. my point was that NVDA is an entirely different business than micron, because they do not manufacture semiconductors.. I wonder how many AI infrastructure shareholders know what the company does.
AMD puts might be free money 🤔🤔
I’ll bet you one-for-one you don’t have 1.2 bucks. Just straight delusion. Yeah you don’t have money to make bail or afford an attorney for very serious charges - $15k isn’t even the retainer for a misdemeanor with real attorneys - but just have all this money sitting idle in AMD. And then you held it all the way to the top! Amazing. Where do I get your crystal ball. I think you’ll find you’re the one who thinks he knows everything. You just know your stock is always going to back up. You risk absurd amounts of your capital on it, and have absolutely 0 risk management protocols in place. You’re so confident in your knowledge of options, yet you’ve never traded professionally, and almost certainly have not even read a book on them (or have the background to understand option theory). I’ve never been half as confident about a single trade in a decade as you seemingly are about every single one or yours.
Too bad he’s been a huge advocate for AMD since Su has been running it.
He killed RDDT, he’s coming for AMD next to restore it back to its original glory.
Damn I’m interning at AMD lol
I lost $40,000 from the indictment. Bail was no joke. Attorney was $15000 too. The judge wasn’t afraid himself, I don’t think he wanted anyone to see it. He literally asked the prosecutor, “wait a second, I thought you said ……”prosecutors false statement from not understanding even her own case .” And this was after the perjury proof was presented. Personally, your bias indicates you aren’t fit to stand on a jury. I never said I was a great algo trader, I have just barely started. I started in 2020 trading options, vertical spreads on spy. Then I got lucky mid to late 2022 and went bullish on AMD turning my account into an eventual 1.2 million after taxes. I split the money 3 ways. A day trading account, a long term buy and hold income account, and a long term buy and hold growth account. Difficult to explain it all, but it is working so far at least. I can tell you are one of those people that thinks they know everything. The earth is round just in case you don’t know that, and the moon is a satellite, just in case you don’t know that too,
Imagine thinking AMD was going back below 500 yesterday lol fool
Ok AMD I closed my calls you can go to 480 now
AMD spiked after last FED-Meeting, today again?
It really comes down to whether something actually change with the company, like a new deal, or the sector getting hot like the AI wave behind NBIS. Well, if nothing new happened, it just bounces back to its usual range, which is kind of what u saw with AMD and IREN vs NBIS actually breaking out. Good breakdown btw!
NVDA and AMD. It’s only the beginning
Don't sell just because it went up a lot. I'd have about 5 million dollars right now if I just held instead of selling stocks like AMD and nVidia just because they went up a lot.
$AMD to the moon lmao. $530 loading
Rate hike ain’t holding AMD back
Not really much I can add, being back less than a month after a 5 year hiatus, however:If it's a stock I really want, then I only go out to the next week at max. The reason is that a stock can go higher than your strike, then you're blocked out from a trade that would have been better if you'd simply bought the stock outright. Yes, you have the premium, but that doesn't mean much as you watch the stock you believed in go higher and higher like a balloon into space. Had that happen with AMD a while back @$10 a share. Once it hit $17, I knew I'd never be able to catch it.
man you must live under a rock. they are getting throttled by AMD in server, largely because smaller dies are easier to produce with fewer defects and AMD runs them at higher peak frequency as well as gluing more together. their latest diamond rapids is finally pretty close to epyc after being behind for 90 years. 18A is the first time in about 10 years that they are "only" off schedule by less than a year. both are fine against ARM, who have raw garbage of a core design team. apple and oddly enough nvidia (recently) have better designs than ARM themselves, but neither are really pushing for enterprise saturation. Nvidia would rather sell a few racks for ten trillion dollars than turn their products into a commodity.
Why is NVDA so beaten down today when AMD was up?
leopold revenge trading AMD calls were the top
And I’m a pussy😁 After losing 25K on an AMD call option and another 8K on a SpaceX put during the late July Citidel ambush, I swear to God that I will never play option again
AMD has treated me right
Up 30% on these AMD puts but I'm gonna hold them until they go to 0 lol
Huh... AMD seems to be above where it was a few days ago when Dario and Altman were saying that AI was about to summon the Antichrist.
Funny how both SPY and AMD will hit 600 tomorrow
quick AMD pump to 600 no biggie
Made some money in AMD, INTC puts intraday. Picked up some NVDA 215 puts. Still very cheap. This shit is gonna tank after 2Pm
AMD is trading only and with this market, I buy 3 months out minimum but generally sell same day or if there is buying volume a few days max.
I'd sell AMD if you're still holding unless you wanna watch that go to 0 too. Wild to be buying that up here
Will more than likely close the rest of my GOOGL position. So much capital wasted holding this garbage for so long. Not only theta killing my shit, but its just down for 5 months straight. Should of closed everything when it went back up to $384. Sold a large portion of it for a loss and already made back like 70% of losses in a day with AMD.
>their Panther Lake are only 1.8 nm That's a marketing term. The gate measure flew out of the window when Intel started measuring something else. It's now just talking about 'generations'. >and use very little power versus their previous offerings. That's great... if you're comparing single instruction, single thread performance vs AMD... Except that's the wrong market contender? It's RISC aka ARM... They are nowhere near there. They should have invested into R&D rather than slash and burning for dividends 20 years ago.
After freeing up capital from trimming a large position on GOOGL for a loss, I started making money again. Today I will thank AMD.
Am I regarded for picking up some AMD 515p 0dte? They’re so cheap and with a rate hike + hawkish outlook this thing goes back to 500 by eod.
The AMD puts look juicy, but my brain is telling me that's too regarded
AMD: “our retail sales beat expectations!!” MU: “we cut retail because the data center buildout is giving us historical profit margins due to our oligopoly pricing. Oh yeah, we also just came out with some vertical packaging to widen our memory moat.” Market: Mwho? LFG AMD!!
Cathie reallocating from AMD to AVGO was definitely a Cathie sort of trade. 'Jesus take the wheel' strikes again.
This AMD pump is crazy. Puts are free