AMD

Emotional-Breath-838

Utter garbage. What nobody tells you is that buying high works extremely well. Some say it’s better than buying low. All the crystal ball bozos thinking they know when Nike is going to turn around would have been better off buying AMD when it hit an all time high. I have thousands of other examples but the ONLY example anyone has of buying low being successful is when they get lucky. Buy high and the odds are in your favor.

TheObsidianHawk

I did cash out to pay some credit card bills. But I also traded 1 shares of AMD for 10 shares of JEPI. I got 22 years till retirement and I need my 50k per year in dividends so I can relax.

interrogative_quest

What's new is that I said NVDA beats them on economic efficiency too. AMD ends up costing more to run vs just paying the upfront costs of an NVDA card.

bearhunter429

#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌

PaperHandsTheDip

The premium isn't worth the risk on those - you'll be like that one guy who tried to make $300 in premium on AMD and ended up losing 16k the other week

TheLoraxCometh

Nvidia, AMD, and Micron are the only AI companies turning a profit currently

GrossFleshSack

Iran is sending response to US proposal. Obviously its going to be more of the same bullshit but probably oil is going to shave off a couple percent on the possibility of something being there anyways I imagine. Which will cause another rally why not, DRAM is setup to go off as soon as yields give up some and take pressure off. Crypto has just started a bear trend and probably won't rebound too much but it'll come back a bit. Shorting SOXL and selling calls is starting to look quite attractive, especially AMD in my opinion. Burry tells me there is still another leg up though.. there won't be a crash. Just chopping.

RuleSafe6767

These are all high beta companies, meaning if the market pulls back then they will pullback twice as hard. All of them have negative EPS, so they are just losing money. This also means they will probably do worse during a red day. A flip scenario is something like AMD: high beta, profitable, and increasing demand. So for those three - either don't touch them, especially on a market red day, but if you still want to try: then take your profit right away (or get out).

deten

Random take, I partly wonder if just like boomers got into homes at $25,000 and now theyre worth $1,300,000. THey also got into stocks like AMD at $5 - $20, and they just dont care. The whole world could go to hell and they just wont sell because theyre still up so much... what else will they put it into.

Nearing_retirement

Just talked to developer at AMD who said is personal AI budget for using Claude is 20k usd per month.

doscomputer

thats like saying the average consumer doesnt want a sports car fact of the matter is if the market wasnt being controlled, we would be in a world where the 5090 stayed at msrp and AMD and Intel would have released bigger die GPUs this current generation. It might take 10 years, but once consumer hardware catches up, when 128gb of ram is cheap, everyone will only want to run local AI.

xspire

Yeah. I was lucky and put money in NVDA, AMD, and AVGO. 2017 was a good year for me I guess. My AMD avg price is $37 and my AVGO is $36. Though I have far fewer shares of both of those.

Standard_Tea8250

Alot of you will become rich with puts on SOXX and AMD

Resident_Pickle5422

AMD put biblical

2020isgreat

JUST IN: President Trump to award National Medal of Science, the highest honor for scientific achievement to the following tech leaders: • Lisa Su, [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) • Elon Musk, [$SPCX](https://x.com/search?q=%24SPCX&src=cashtag_click) • Sergey Brin, [$GOOGL](https://x.com/search?q=%24GOOGL&src=cashtag_click) • Jensen Huang, [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) So long all this bs yeah

SanDisk_Made_Me_Itch

If MU is cyclical then why is AMD not cyclical? Discuss. 

wilson0x4d

the difference between AMD and NVDA though is that NVDA actually had technology nobody other than 3dfx had, and they gobbled 3dfx up (arguably, they are a re-badge of 3dfx.) today, in the AI space, AMD is playing smoke-and-mirrors in the consumer segment, and eventually people buying Halos are going to realize that dollar-for-dollar they should have bought RTX chips instead of single-user, sub-par (in token decode and power cost) mini PCs. their short term success is entirely a byproduct of "memory shortage" which is just a fancy way of saying "memory manufacturing expansion delay". then again who knows, maybe AMD invents a dedicated compute chip that scales over 1000s of micro-cores +and+ they find some way to become compatible (or competitive) with CUDA ... but this is something Nvidia has been dominating for a very, very long time and so far nobody else is doing it, the paltry 32+ core CISC chips AMD has specialized in "for gaming" are going to hit a technological ceiling just like what happened in the early 90s -- only so many electrons can pass through those dies before the substrate becomes burnt carbon. this is precisely why we haven't seen major "GHZ" advances since the 90s, just careful maneuvering and clever marketing to make it seem like chips are faster -- multiple lanes, i/o multiplexing, on-die instruction muxers, and then multi-core scaling when miniaturization technologies allows for it, which soon is going to require sub-nanometer manufacturing to continue the trend we saw over the past 10 years. more likely AMD flattens out along with INTC next year when they can't deliver anything competitive/new. NVDA will continue to climb until they see real competition, even after the AI bubble finally pops they will shift heavy into the consumer market as people realize they don't need cloud LLMs, which is going to come quickly after consumer GPUs start to approachin 128-256GB+ of VRAM (less than 3 years) and the OSS LLM space starts to deliver quality on par with that of the greediest Cloud AI offerings. gamers that remember "holy crap! 4MB is a LOT of RAM for a game! nobody has that!" will understand how quickly memory markets adapt to demand. look at us now -- 512GB ram machines and climbing quickly in response to AI innovation. yeah, if i was forced to unload AMD or NVDA, I'd dump AMD the moment they showed signs of weakness (or as a precursor, when AVGO began declining, they're also enjoying an unhealthy level of investor ignorance in the AI space.) I would probably immediately shift it into NVDA or TSLA (because robots are the next logical progression for mankind after AI) but only after the dust settled, i surely would NOT put it into an index fund when that is happening.. you'd just suffer death by a thousand cuts until the market is done correcting.

Chris3202

MU and AMD came back lfg. If only NVDA had done the same. Hope SPCX comes back tomorrow

Illustrious-Coat3532

My average on AMD is $136.

Medium-Broccoli-3827

lol but hey, a LEAP put isn’t a one‑way bet; the premium you collect builds a buffer you’re still holding before you roll it into another synthetic. If AMD stays above 190 I finish the trade with a short‑term gain and can use that capital to take a new position while keeping the margin cushion. It’s more of a leveraged funding strategy than a “bet it all” loop.

_hephaestus

Not financial advice is right lmao. Calling professional workflows its only moat left is like saying NVIDIA is cooked because gamers are using AMD and its only moat left is AI. I can buy a thesis that the big enterprise buyers might switch but 90% of this post is about individual users who make up a tiny part of their revenue.

Terrible-Deer1398

Should I copy burry and get long dated puts on AMD

noiserr

There will be multiple winners, Nvidia doesn't even have the best hardware. Rubin is #2 to mi455x and Vera is #3 to AMD and Intel.

lurker512879

I bought AMD at 89. Wish I had your volume

Vegetable_Letter3088

i would have done the same with NVDA and AMD just because video games were getting bigger and bigger and GPUs going up in price and demand remaining huge and that was before AI

lonewolf420

Its why i said Nvidia beats them in performance? what's new? Yea sure cheap cards not economical, but I am not spending that money on Nvidia cards they can have all that capacity in datacenters using big tech budgets. for things needing massive parallel throughput on the consumer side AMD is now currently the economically viable option if cost is a concern. But what do i know i am still sitting on my 3080 super till something comes along at a cheaper price point under 1k. A "budget" 5060ti cost as much as I paid for my 3080 super....... I could buy a 9070XT for nearly 300$ less and have more rasta (15 to 50% more frames) but no CUDA and less efficient. There are people out there who will never likely move on from the legendary 1080ti from 2017 a ten year old card.

SNGGG

Lol I love me some games but honestly once I heard about these gpus being used for things like self driving by Tesla and increasing need for the raw compute that gpus can output is when I bought some shares. Turned out to be a decent move if I don't say so myself. Then bought some AMD because if I'm wrong with one of them hopefully the other covers my ass hahaha

bearhunter429

#Time to get on the AMD $1000 train LMAO🤌🚂🚃🚄🚉🛤️

No-Put2311

This piece of shit intel has turned into inverse AMD

silentaugust

Are you still holding onto your AMD leaps? What's your next play?

BubblyZone3752

Why did Micron and SNDK moon today, but NDVA, INTC, AMD, SKHY are mostly just coasting

8khittah

Ok and are you doing something like AMD that can easily yank up $60/10% in one day? I doubt it

Comfortable_Mud_4477

Balls deep in AMD puts

NFTjannik

watch AMD blow up

Necessary_Ad_9800

I’m sorry guys I just bought AMD

Suspicious_Gift_7581

nice job on the 155/190/280 combo. just remember that if you exit the 190P before the one‑year threshold you’ll be taxed as a short‑term gain and lose the 50% long‑term advantage. a 200P back‑stop can also buy you some breathing room if AMD suddenly drops before you roll into the synthetic long or RDDT.

i_empathetic

AMD needs to pull back already so I can add jesus fuck, go fill that gap

doggz109

I had AMD around $80 but sold recently. Should have kept it.

Concept-Plastic

AMD to $550

NiceCreamSundaes

Amazon, AMD, Nvidia, Meta, Apple and Booking Holdings (Back when it was listed as Priceline) have all got that somewhere in their history and recovered. In fact, a deep crash like that will happen at least once to 40% of companies over a 30-40 year window. 49% of companies that drop 80-85% make it all the way back to their previous peak. It's when a stock drops over 90% that a real majority are goners. It's definitely going to be a multi year road for Nike because a footwear product development cycle takes about a year or two. They have rebuilt a lot of the lost retail distribution, cut that D2C crap, started designing shoes again  and the running product division is growing, so I think they have a decent chance of doing the full turnaround.

Ninja_Cooter

Almost panic sold my MU this morning then I remembered if AMD is worth $600 a share MU is worth $8000 a share.

Ambitious_Snow840

What's funny is I dont own any MU or SNDK.  But I bought about 800 shares at $280 of MU and trimmed along the way and sold everything at $1080.  It has been a great year for me an the IRS.  I own 200 shares of AMD I bought in May 2025.  Currently have a collar on it.  It's overbought. 

Foreigntragedy

Its just one big AI circlejerk between AMD, micron, and Nvidia. Literally nothing else matters in this market just delete every other stock tbh. Fucking broken market man

Samjabr

Yeah, I remember AMD at $10. Glad I didn't buy it at $100, $200, $300, etc...

Chris3202

Is AMD cooked for today?

Candid_Fall_3389

glad to see the 155 buys and 190 puts up; 280s look strong, but that put is the lever to keep the shuttle moving - watch the margin buffer and be ready to roll a vertical spread if the stock goes sideways. the tax basis is fine, but if AMD slips you could be on the hook for the whole 100 shares. maybe add a short call cushion on the 280s to limit upside takeoff, or hedge the 190P with a 200P to cap downside. keep eyes on the next quarterly and IV crush - that’s where the money gets made or the money goes.

Concept-Plastic

AMD is like 100 PE right now?

ArkAngelEV

People post AMD, advanced money dispenser; what year am i in??? It was always advanced money destroyer, wth

Effective-Strike69

It's crazy how little gamers mean to these companies. Well it's entirely understandable, it's just crazy how it was gamers who are the reason they were even in a position to capitalize on AI in the first place. Almost nobody can afford a decent GPU anymore and NVIDIA & AMD just keep rocketing along leaving them in the rearview mirror.

Effective-Strike69

I sell off winners into a diversified ETF. I just sold a chunk of AMD and if she keeps running I'll sell more. That could easily go to $1000 or... not. I just see the green and now it's in a long-term vehicle I don't have to think twice about it.

forkliftfury

NKE reminding me of AMD back in the day

Top-Meaning2626

I had AMD $670 calls 0dte

JenkemJunky

Full ported into AMD $1000 calls expiring in 45 days

Moros_Olethros

I sold my NVDA and AMD two weeks ago. Locked in $11k profit. Held them for almost 3 years but it was too much too look at it and not lock in. Put it into SCHB and F, as well as some SPYM

internetsoci0path

can we get AMD 630?

internetsoci0path

AMD and SOXL puts was an easy play ngl.

Possible-Pace-4140

wtf AMD

samwichse

Haha yeah, I bought a decent amount of AMD back when because Intel were being shits dribbling out minimum incremental improvements and coasting on "the competition sucks" and AMD had just announced Ryzen. Then we got to see from years of Meltdown and Spectre vulnerabilities that Intel wasn't really better, they were just doing unsafe shit AND they flubbed any fixes and releases and processes over and over.  While AMD executed perfectly and grew and grew their market. But I mostly just bought because I wanted someone to put Intel in their place 🙂. Up 4206.5% as of this morning.

samwichse

Sold half my AMD @210 exactly 1 year ago today.  Thank goodness I was to much of a wuss to dump it all for an "amazing price"

DrHarrisonLawrence

Lots of high beta stuff. This year it’s been AMD, BE, NBIS & CRWV. $58k cash has gained +$36k doing this YTD

ElkQuiet1541

you want to lose money? CRWD and AMD are only going up for like 6 months already...

A55BAG

I actually opened AMD and CRWD short yesterday.

Defiant-Fee-7550

Feeling cute. Going to short AMD, CRWD, NBIS for 2027..... :popcorn:

Bichael-Murry

imagine thinking that $AMD is a $1T company, fucking lol tbh

brownturkab

I totally believe you’ll make it with rddt. Proof: I bought AMD \~timeframe you did last year but sold it cuz it went no where. I have similar thesis as you with RDDT and sold it a month ago.

Busy-Needleworker523

Good luck with sandisk or mu, I have yet to see AMD take a 50% haircut 

MasterFaustinoIs

If I held my AMD 647.5 puts yesterday, I would've been rich AF but I paperhanded knowing how regarded Lisa's stock is

the_tral

As it should be really. Allso hate that AMD no longer lives up to their name (advanced money destroyer)

OutOfBananaException

> What’s pathetic is resorting to ad hominem attacks in a genuine discussion about valuation. What is ad hominem about it? Does calling out inconsistent standards qualify as an attack? > I can show you a million posts of mine over the past two years saying AMD would likely double by 2027 Like your massive multi bagger gains, this is not what I was questioning. I'm not commenting about having maybe missed on AMD gains, rather why you had a particular penchant for stocks on a hot streak, until AMD goes on a hot streak. GPU is on track for well above 100% growth (likely close to 200%) for 2027. That's mostly from sustainable volume increases, not insane record breaking margins like MU, that are almost certainly not going to last. > What I didn’t foresee was agentic workloads significantly increasing the TAM for CPUs. They signed a 2gw GPU deal with Anthropic, CPU is huge but only part of the story. That and the 6gw deals is what many holders were looking for - not the CPU which was somewhat out of left field.

interrogative_quest

How is AMD competing on price of their tokens/$ is lower? Simply having cheap cards doesn't make them economically viable.

Reddit9203

Easy. Everyone stop buying everything related to them from computer to they ram, storage and report this to the US government so they can start an investigation into how they claim it is out of stock—MU claims until 2027. ​If they're still making the previous version, then it's a scam. If Google, Amazon, Microsoft,computer brand, Nvidia, AMD. Stop buying, SK, MU product it's will crash them price back to before.

mayorolivia

What’s pathetic is resorting to ad hominem attacks in a genuine discussion about valuation. I can show you a million posts of mine over the past two years saying AMD would likely double by 2027 due to TAM expansion and MI getting a slice of the pie. What I didn’t foresee was agentic workloads significantly increasing the TAM for CPUs. My main point all along is just buy the entire supply chain: equipment, design, memory, storage, networking. If total spend is going to be multiple trillions per year, everyone will benefit. I personally don’t know who will benefit the most, so my strategy is own them all. I took offense with an entire subreddit going all in on one player and one player only. AMD is a very important company but full porting on any one stock is malpractice.

MasterFaustinoIs

If only I held my AMD puts overnight grahhhh

DudebroMcCool

I keep thinking AMD is at the top and not buying and it keeps climbing

DoughnutCharming8066

People talking about going out of MU and in to AMD, seems like the top is in for AMD. I’m all in on puts today for MSFT and AVGO. No risk no fun, they ran to hard lately. MSFT is going to get whooped by OpenAi sooner or later. Money gone and cloud revenue correction.

Novel-Yak1927

I just woke up from a 4 year coma, what is advanced money delivery? I think AMD stood for something else but I can't recall...

TheBlacktom

Not simply Meta, Amazon and AMD combined, but even Meta, Amazon, AMD and me combined.

LostBull92

no, AMD, INTC, NVDA are green

alteraltissimo

I'm a pussy and don't actually gamble so take that for what it's worth But you know, you just sell and put it into VOO Stonks only go up but not all of them and not all of the time and not forever, you had a wild run, time to move to a safer allocation That way if AI boom continues you'll still profit on all fronts (Mag7, lab IPOs, memory, optics) and you're protected from NVDA risk factors (AMD/Intel somehow catch up, everyone diversifies into their own TPU/ASIC, Jensen specifically is found to have done some light fraud, new tech makes inference drastically cheaper, etc.)

Midget_Molester10

NVDA, TSM and AMD literally at ATH lmao wym.

AntikytheraMachines

> stick to buying the stuff everyone knows go with whatever YOU know. i got lucky with AMD and the AI boom, but I knew AMD was kicking intel's ass with CPUs. and bought for that reason. after I bought my gaming PC end of October I saw the price of DDR5 triple in 3 weeks, which is insane. so I bought MU stock Mid November and it 5Xed over 8 months.

OutOfBananaException

Bragging about your gains is pathetic, as I never asked about that, and neither is it relevant. It's about why your thesis is so inconsistent. You were adamant AMD was dead money, at the time continually citing stocks that were on a hot streak as better.  Now that AMD is on a hot streak, suddenly the criteria changes. For the record I would exercise caution buying AMD right now, even though I think the company is solid. NVidia is a solid buy, 100% rev growth without the stock moving much.

LisaSu92

It’s capitalism. 10 years from now they will have even faster technology. Who’s driving that push for innovation? The hedge funds are in their relentless need for ever faster hardware that will get them better arbitrage power. Who’s designing that hardware and profiting off it? AMD, Broadcom etc. That’s how technology progresses

Regenbooggeit

AMD was below 100 just 1,5 years ago. I’m still slapping myself for not buying it.

Midget_Molester10

PE too low, we only buy high PE companies like TSLA, SPCX and AMD

Prize-Bandicoot-463

I just need AMD to pull back to 630 an we Gucci I’ll be running to the bank 😂😂

pmotiveforce

AMD puts 2 weeks out are free money.

bearhunter429

#AMD stands for AM>!erican!< D>!evices!< LMAO🤌

NoCommonDog

WSB used to be a great source of well written DD and right from the beginning retards have been circle-jerking AMD, MU, NVDA.

m915

Hold that for 5, 15, 25y and you won’t regret it. Nvidia and AMD are the only players right now

BlackKnightsOptions

AMD cards are fine for gaming. That said that don't deserve nearly the current price there have LOL

dataCollector42069

if you are a gamer, you know how shit AMD gpus are compared to NVDA ones. Imagine all the crashes and shit drivers or what ever on those AI cards

JohnLuckPikard

I thought my 4400% on AMD was impressive.

Kenja_Time

Eh, I've had some dumb buys along the way as well (Square lost me 90% in short order), but mostly invest in ETFs now. NVDA and AMD allowed me to play catch up after years of not investing, so I won't be completely poor come retirement 😅

BarbaNonFacitPhil

XMAG helps a bit - S&P 500 with the mag 7 stripped out. Probably I’d prefer to have the top 10 or so stripped out to lose ORCL, AMD, Broadcom etc but C’est la vie

OptionsOptimist15

SPCX, PANW, CRWD, and AMD will single handedly crash this market

Kenja_Time

Not OP but I bought $2000 in 2010 because I was just got into investing with ~$10,000, bought companies I liked/knew about. I'm a gamer so I bought AMD, NVDA, Amazon, Google.

BriackYOLO

It is up a bit but compare to AMD it is shit

BriackYOLO

I think I sold AMD at $240 or something like that at loss actually. And bought nvda 😭

BriackYOLO

I sold AMD in February to buy NVDA