AMD

Ble_h

All semis dumping on blowout earnings. Think i’m going to buy AMD puts.

Then-Cup-5153

SU BAE got that AMD manipulation down to a fucking science now

HistorianSome7779

What's AMD going to do tomorrow given the pump today?

Memento_mori9608

AMD will double next year

BruceMee

AMD literally compromising my mental health today.

Fit-Frosting-7144

AMD won't dump

Boonuttheboss

"Are all moving to AMD right now" - maybe in Reddit threads, but not with their wallets. [https://store.steampowered.com/hwsurvey/videocard/](https://store.steampowered.com/hwsurvey/videocard/) . AMD's market share is shrinking.

Own-Bit3839

Nvidia, AMD, Intel, Micron, Applied Materials?

pmoO0

Right. AMD screws you both ways. I'm not touching that. Intel too.

Brave-Temperature495

Only because people were buying options at strange inopportune moments. Anyone who bought AMD over the course of the past 2 to 10 years has made money, and many have made fortunes.

browsk

AMD has never been free money 😂

phosphate554

remember AMD was advanced money destroyer for years. things can turn quick

Subie-

AMD is life. Breathe AMD. All of these loser stocks are a gamble.

cbusoh66

AMD gives META warrants to buy its chips, then AMD buys back META shares in this $95 billion capital raise. META will then use some of that $95 billion to buy more AMD chips.

andytobbles

MF saw MU at 860 and AMD at 500 and saw “nah I’m good”

Ldn_twn_lvn

+AMD, +SNDK [controversial, +Elon (TSLA, SPCX) ]

CurrentAirline9065

In bear times mean reversion spread trades get really popular. NVDA/AMD is one of the most popular ones

Orin_n

How tf is AMD price opposing NVDA, they're literally in the same sector

Fit-Frosting-7144

AMD red 🍒 EOD

andytobbles

You guys are down? My AMD and SOFI calls are PRINTING.

Disastrous_Rent_6500

Who cares. All Meta See’s is the 200 Billion of AMD warrants they need to unlock 😅

chakobee

People are only buying AMD GPUs because you can’t get your hands on Nvidia GPUs for msrp. If Nvidia ever decides to ramp up gaming GPU production again, AMD GPUs will fade into memory

Remington3426

BREAKING: AMD to invest $1b in Meta offering.

mapoftasmania

INTC is now a quantum stock. Them buying Classiq raises the chance that AMD, NVDA or even TSMC decides to buy one of the others. Who's regarding them with me?

i_empathetic

AMD

Equivalent_Net_3752

People have been saying that about AMD for literal years. People have this idea in their heads Intel and Nvidia are evil demons and AMD is some kind of white night that will save the day. What is forgotten is they are all large, publicly traded multinational companies.

PeachScary413

It's not about the compute demand... it's about selling compute and making a profit from it. Since the hardware is so expensive now they have to make up for it by selling more expensive tokens, but people won't buy expensive tokens since there will be someone else undercutting them with the exact same product. On the software/inference/provider side you can see a healthy capitalistic system where there is cutthroat competition driving the prices down and making a better market for everyone trying to buy... on the hardware side it's essentially one player strangling the entire market and milking it dry (yeah AMD doesn't count, I have no idea how they can drop the ball so fucking hard every. single. time... god dammit Lisa)

wwbulk

Source for moving to AMD? Sales data on consumer gpus suggest otherwise..

PeachScary413

Nvidia will still have their chip business... but their main segment used to be gamers and they are all moving on to AMD right now because Nvidia is too expensive, and they lost a lot of goodwill there. I think Nvidia will be fine at the end of the day and compute will always be needed to host local models in the future, it's like dotcom all over again... the fiber will still be useful and the Internet will still be here.

XyaThir

This made me realizing how bad the AMD logo is. I was like what the fuck is this Jesus company logo for like 2mn

Elfotografoalocado

People stick to using Nvidia and CUDA though. I guess they are also afraid that if they don't fuel the data center construction, somebody else (AMD for example) will, diluting the CUDA moat. There's a bit of a prisoner's dilemma for them I think.

JohanLiebert92

MU has SNDK, Intel has AMD while poor NBIS is stuck with CRWV as his bro 😭😭😭

Over-Young8392

lmao i figured AMD from ur pfp . nice job

Longjumping_Steak724

AMD leaps

quitecrossen

Fucking apostates. Everyone knows the three memory makers are the holy trinity, that Chinese upstart one is Lucifer. Nvidia is the Romans, TSMC is the aqueducts, and ASML is Lilith or something. Bing bong bing bong, now go say 10 Hail Marys. (AMD is Mary, obv)

Complete_Clerk_5360

idK IF ITS RANDOM OR NOT IM DEFINITELY PLAYING AMD CALLS xd will i get burned in the peach

Artist_Bitter

Did this with Intel, AMD, qbts at $1.00/share and a couple others

WorkingGuy99percent

Man, there are a lot of companies with P/E's less than 20. A lot of them have PEG's that are getting pretty low. Off the top of my head, the following are cheap right now: NVDA, AMD, MU, AVGO, QCOM I am also picking up new companies CBRS and CRWV.

ThatGuyCalledEric

Were you not in AMD when it dropped almost 70% and people were joking about it being a money destroyer? 😂

Salt_Contract342

AMD +137% YTD RDDT -43% Yes, so close

Relative-Snow8735

A good chunk of that $95B is going to be for purchasing chips. In that context a $5B equity investment can be thought of as a small rebate on the purchase. At \~$650 per share, even if META stock were to drop by half, Nvidia and AMD would loose around \~$2.5B in equity value, while each securing somewhere in the range of $10-20B in high margin revenue. The above math is very much back of napkin. But the point is Nvidia and AMD don't need to know anything about the future for this deal to make sense. The worst case scenario for them is they are giving what amounts to a \~10%-15% rebate on the chip purchase. The best case scenario for them is META stock goes up and they get both the revenue plus the capital gains. This of course isn't the case with all of their deals. I am sure some of the deals they have made with some of the neoclouds have them fairly exposed to equity risk relative to the levels of revenue they received. But at least for this one, a small equity stake for a large chunk of revenue with a company that has fairly robust non-AI revenue is probably a pretty safe bet. META shareholders on the other hand are probably not going to like having a perpetual ATM hanging over their heads. This would be a good time to get out of that stock in my opinion.

ZucchiniOverall9476

Puts on Intel and Tesla and AMD look so hot right now

ComfortablePiglet842

Nothing like making $34 in 2 minutes holding AMD instead of holding for 4 hours for a $1500 gain

CC-5576-05

I was deep in Nvidia and AMD, sold those two and brought home some crazy profits. Now I'm sitting on 50% cash.

mightyscottie9

It's a complete 180 from the capital allocation playbook they were running five years ago. The buybacks at low rates made sense when growth was slowing and they needed to signal confidence. Now they're betting the farm on infrastructure that might not pay off for a decade, if ever. The Hyperion situation is the part that keeps me up at night. That deal structure with Blue Owl is so convoluted it feels like they're hiding something in the fine print. I've seen enough construction contracts to know when something looks over-engineered just to obscure the real numbers. What gets me is the Nvidia and AMD buying in. If the chip suppliers are willing to put $5 billion of their own cash into this, either they know something we don't or they're just propping up their biggest customer so the orders keep flowing.

BadaBingSil

$AMD 550 calls for Friday yeeeeeeeet

Kulutiheges

Wtf happend to AMD and intel

w3_vic

[Meta's $95B Equity Offering and the AI Circular Financing Machine: Financial Relationships, Incentives, and Systemic Risks](https://app.goai.digital/share/u_X3NHcjqmQs2_XXtes1CbVA?utm_source=reddit&utm_medium=social&utm_campaign=meta_ai_circular_financing_20261026) Meta's $95 billion equity offering, anchored by non-binding interest from Nvidia, AMD, and Broadcom, is the most explicit public illustration yet of AI circular financing: chip suppliers providing equity to customers who use that capital to purchase those suppliers' chips. The Class C non-voting structure insulates Zuckerberg's governance control from the equity dilution required to fund an infrastructure program that has already turned Meta's free cash flow negative. The IMF identified this exact pattern two weeks ago as a top-three global financial stability risk. The mechanism that makes it dangerous — "wrong-way risk," where equity and debt depreciate precisely when the revenues they depend on are impaired — is structural, not contingent on fraud or opacity. The bull case rests on AI monetization arriving fast enough to validate the capital committed. The bear case rests on the productivity paradox: that the market needs to reach $6T/year by 2031, against a $1.2–1.8T reality today. The deal itself is neither proof of a bubble nor proof that the system is sustainable. It is proof that the AI industry's financing model has reached a threshold where the largest, most creditworthy participants can no longer fund their ambitions from operating cash flow alone — and that the supply chain is being asked to help finance the demand it is selling into.

Kind_Initiative_7567

504 was the bottom in AMD it looks like , to 700 I hope

greenpride32

It isn't clear whether AMD/AVGO/NVDA are potentially buyjng up to $5b each or $5b cumulatively. But let's assume at most $15b, that still leaves you with $80b. Like all of the other "circular financing" arguments, the substantially larger amounts of flow is "outside the circle". I would agree the META/AMD deal was a bit unusual - but it was more about AMD being desparate to sell AI GPU's as NVDA CUDA dominates the market to the point AMD cannot find buyers without offering huge incentive.

bslaven3

Also several chip company earnings this week. Believe SNKD & INTC are this week and AMD is next week. Also KLAC reports this week. I think that one will be important for the chip giants due to the scope of what they do.

Zwatrem

Now this is actually triple circle-funding, interesting: \- Meta buys chips from AMD \- In exchange they get 10% of AMD \- AMD use that money to get shares of Meta.

kemar7856

2025 full year (the draft's headline numbers)** - Revenue: ~$4.6B, up ~12x from ~$386M in 2024 - Net loss: ~$42B — but ~$34B of that is a non-cash accounting charge on convertible financing; the actual operating loss was $8.06B (vs $2.98B in 2024) - Compute & infra spend: $7.33B, triple the prior year — more than its entire revenue **H1 2026 (updated draft, via WSJ)** - Revenue: $16.3B for six months, vs $1.1B a year earlier - Net loss: $80.7B, of which ~$72B is the same non-cash convertible-note charge - Compute spend: ~$9B in six months alone, already above all of 2025 **The real number — the $518B+ compute commitments over ~10 years, ~80% non-cancellable:** - Broadcom leases: ~$161B - Google: $111B (2026–2033) - Amazon: $110B (2026–2036) - xAI: up to $84.5B (mostly cancellable on 90 days' notice) - Microsoft: $31.4B - AMD: $20B+ of compute, plus up to $5B of Anthropic stock they're buying - WSJ read of the newer draft: ~$450B non-cancellable, potentially $750B total if pending deals close **Other details** - Two customers were ~25% of 2025 revenue; ~80% of revenue is business, not consumer - Cash: $20.28B at year-end 2025, before the May 2026 round - Five share classes; the founders' Class F share carries 50.1% voting power - ~80 of 261 pages are risk factors, including "existential risks to humanity" Context: confidential draft filed June 1 at a $965B valuation; reports have the public S-1 dropping ~this week and an IPO at $1.8–2T as soon as the week of Nov 9. The non-cash losses will look better in the audited public version, but the $518B of fixed compute bills is the part that doesn't get nicer.

Calm-War101

AMD Calls?

AffectionateTour3021

Fall behind? NVDA is more than 5x AMD

Legitimate-Jury3878

Once again NVDA is going to fall way behind AMD and MU

Kantmzk

The biggest players of AI will always be fine. GOOGL is quite cheap now. AMD and NVDA are incredibly cheap. MU is a steal if the narrative flips.

DubiousChemistry

It was really beaten down, several tech people I knew felt they made good products, and they had a chance to take market share off NVDA with their MI series chips. I've been all in one stock pretty much my whole investing life. Whether that be SPY or TQQQ or AMD. Andrew Carnegie agreed: "Put all your eggs in one basket and then watch that basket."

Longjumping_Air_9827

I lost my mum, brother. We were planning to move to Australia together, but she suddenly passed away, and now I’m all alone trying to save up enough money for my visa, which is still being processed. I’ve been working hard and putting some of my money into stocks. I trusted AMD because I’d been reading analyses saying its future looked promising, but then it suddenly dropped. I’m honestly so depressed, bro. I haven’t even managed to save that much money yet, and I feel like I’m dealing with everything on my own. I don’t really have anyone to talk to about all of this, brother. I’m so stressed, and sometimes I don’t even know what to do anymore. and now everything red cryyyyy

steem99

people in here stressing over good entry points in AMD meanwhile WW3 is a few months away

gamersEmpire

Fuck you AMD

mpunaskar

u/DubiousChemistry Can you please 1> explain your theory/reasons behind choosing AMD v/s other (eg why was AMD chosen compared to other shiny names at the time) 2> Position sizing e.g. buying 1 stock rather than 4 or buying 5 stocks rather than 15? Thanks.

taisui

Apple design their own processors, they don't own fabs. Neither do Nvidia and AMD.

pmotiveforce

I hope so. I hope they fucking rain down hell on the sycophant lickspittles who have been cozying up to the regime. Nvidia, Apple, SpaceX, TSLA, AMD, many others. Crush the fuck out of them.

g_bleezy

Oh yeah, just worked on a project. There are 300+. There are even marketplaces that aggregate capacity across them. They’re mostly backed by debt on rapidly depreciating assets so consolidation was always on the horizon. Nvidia will yank their support if you try to diversify your fleet with AMD or Google TPUs. It’s not a winning category imo.

hb2xdr

% Below All-Time High Apple: -1% S&P 500: -3% Microsoft: -5% Palantir: -8% Nvidia: -13% Amazon: -14% Meta: -19% Google: -22% AMD: -22% Tesla: -26% Gold: -29% SpaceX: -35% Bitcoin: -36% Netflix: -51% Ethereum: -53% Dogecoin: -90% Fartcoin: -95% Trump Coin: -98% Melania Coin: -99%

Valkyrie_Skuld

trader a long time ago, probably still is probably made a killing on AMD

Valkyrie_Skuld

what do you think about AMD

Fun_Presentation_215

Okay so AMD is +0.1%, and as someone who is balls deep in AMD calls I can go to sleep (just to wake up and see -4%(

FinePerformance1046

The pop has already happened outside of the mega cap stocks like AMD, DELL, MU, Mag6... Just look at quantum, space, nuclear, most mid cap semis... It's ugly out there.

wrestlerkid

Lol. You must be new to trading AMD 😂 . U know theres charts of past history and this really intricate tool that was invented called a calculator right? Do yourself a favor before you post these kinds of comments publicly... open the chart, roll back every previous ATH peak, take that number write it down, then find the trough in the inevitable sell-off that follows. Then calculate your % difference. Do it for all the previous peak/through cycles. Observe a strikingly similar pattern 🤔. Take those numbers, get an average. Subtract that from the current peak. Look back at the chart and make observation 🧐. That number will land right around the previous through AKA where buyers stepped in AKA support. This is how stocks work that are in a structural bull cycle with an unbroken thesis. This will not hold true for all AI stocks because their thesis is breaking. AMDs is not. That being said, their is a 99% likelihood that is where you want to be buying.

MICT3361

My average price in AMD is 120. I guess I’m smarter than hedge funds

BadaBingSil

AMD 5Y Sales Growth: +200% AMD 5Y Stock Growth: +300% WDC 5Y Sales Growth: -20% WDC 5Y Stock Growth: +700% makes sense

Its_kinda_nice_out

It seems the market has oversold. Nothing has really changed. It’s a volatile sector and always has been. Companies like AMD go through 20% dips and recoveries multiple times a year. Add to that people think it’s going to peak and want to get out early, like they did earlier this year. Fact is it is literally the only sector that is showing significant growth so I expect it to recover and then some. Whether that’s in 2 weeks or a year, who knows? My guess is that we see a bounce back by the time NVDA releases earnings.

walking_in_the_dark_

If I only have hold everything I bought and added since liberation day, like I do with my Index. I would have had significant amounts of more profit on single stocks. I can name a few, NVDA, PLTR, AMD, MSFT, META.. even if the QQQ correct with around 33% I would be flat accounting inflation numbers.

UnfairPerformer1243

I sold all of my AMD stock, other than that holding

arkyde

I’m heavy in AI as well. NVDA, AMD, NBIS, BUT also have crm Walmart apple msft google amazon, GE, COP, DIV, MRK… and lotsa cash in hysa. gotta stay diversified.

Busy-Needleworker523

Gave my buddy the tip on AMD in November, he’s very happy

Qweasdy

Nvidia mainly, AMD, micron and skhynix aren’t doing too bad either

Brownrainboze

AMD to 560 on monday

Obvious-Sundae1469

Should be mag 10 by now, space x, AMD, AVGO

GainDelicious1894

How many AMD calls did you buy? 

Succulent_Rain

The sudden spike in June by semiconductor stocks was unprecedented and came on the heels of blowout numbers from the memory stocks and AMD. We’re just having a correction to the sudden spike, that’s all. I don’t think we will ever see the June highs again, but we will see a slight rebound and then a slow deflation of the AI bubble as it becomes increasingly clear that the bottom 493 Enterprises within the S&P 500 are the ones that have to actually pay for AI and that’s the only way the top 7 even make any money.

MtGloomy0420

That’s hilarious…my $NVDA, $MSFT, $AMD, and $TSM shares completely dismantled your theory.

Dumbeldore_75

The same thing happened last November, sentiment got bad, fears about software and fears about ROI. I actually think it’s healthy for the market and a sign that we’re not in a bubble. Last year I ran out of cash when this happened so this year I kept 15 percent in cash, which meant trimming stocks that I really love like AMD and Micron and Crowdstrike when they ran up massively. I’m investing mostly in a retirement account so there’s no taxes. I’ve been able to buy back some of those shares and buy up stocks on a nice discount. Who knows what happens after earnings and the elections but I wouldn’t be surprise if AI stocks rallied again

Next-Paper-2068

Or you could you know... buy good companies that are trading cheap and hold... I bought AMD at $113, sold at $558. $185k in profit off of a $48k investment over 1.5 years No short term bullshit.

Ill-Ad1603

My avg on Google is 338. Losses on Google are small. Biggest losers are AMD, LITE, COHR. I’m not actually down as much of my invested capital. Most of it is melted gains.

Ill-Ad1603

Down over $120k since October 6th, biggest losers, AMD, LITE, COHR, AVGO, MRVL, AMZN, GOOGL, MODINE, CLS, NFLX. No options. Just shares. How brutal is this? Just looking for someone who experienced similar losses. 16% off from all time highs on my port.

bearhunter429

#I can't wait to buy Microsoft at $100, AMD at $50, Intel at $15, NVDA at $35, META at $250, Google at $100 next year LMAO🤌

Glittering_Dig3798

I bought AMD at $80 but it wasn’t that many shares

Legitimate-Jury3878

Why is NVDA not even able to stay up with AMD or MU i don’t understand

Western_Coffee_5445

google has strangled money out of almost as many people as AMD has

piltdown_manchild

>The real cost of AI is being suppressed, however once the entirety of society is dependent on it, people will pay it's true cost. It's being subsidized. The "true cost" will depend on how many people need frontier models versus cheap open-weight models. If 90% of tasks only require commodity AI, the profit margins may not be that impressive. There are already harnesses that route simple prompts to cheaper models. My friend is running an AMD Ryzen AI Halo rig at home and it does a pretty good job with Python coding. It's an expensive setup for a home user, but trivial for a small company. You can do the same thing with Nvidia Spark or Mac Studio.

1098duc_w_the_termi

That monthly candle on AMD looks like the top lmao

powerboner

Happened to me Monday w AMD. They had outages j couldn’t sell shit and lose my 0dte

Puzzled_Lobster_69

If AMD ends above $525 my parents might get back together

OvertaxedOne

Hardware layer (big margin potential right now, effectively only 3 providers; NVDA, AMD, Apple), hyperscalers (modest margin), hosting (low margin). The model itself is already mostly irrelevant for most tasks, you could throw a dart at a wall with all the recent models on it and for the vast majority of business use cases, you'd see no difference. Models are completely interchangeable already for most users, we swap them constantly using a model router at work, our users don't even know what model they are using (DSV4Flash for most tasks, just because I trust you guys!). ;) The other potential capture area is in the harness layer. Swapping from one harness to another, particularly if you're talking something that's a personal assistant/agent can be a real challenge. I hate FB as a company/investment, but their move with Muse is a great business decision, if you can lock users into your agentic layer that is much stickier. Not sure there's a ton of revenue to generate here, but the potential exists IMHO.

joeyeats

AMD king let’s go!! keep running 👑

Puzzled_Lobster_69

AMD you’re gonna make me busy ugh

Puzzled_Lobster_69

AMD please keep going