AMD

BigLife2254

Is there any doubt that AMD is going to ATHs very soon?

Haxxxxx

NVIDIA goes up - AMD comes down 😂

Hussle_Crowe

AMD selling neutron star filled bags right now lol

Equireason

Did anyone notice Microsoft borrowed $25B last week? Ten tranches out to 2066, with the long bonds paying over 6%. For a company with that much cash flow, it at least hints the AI build is bigger than it wants to fund from cash alone. Maia and the AMD deal might trim what it pays Nvidia per chip, but the bigger question for the stock is whether that spend earns its keep. The $677B commercial backlog is the bull answer.

Memento_mori9608

AMD!!

BrotheytookmynameRDS

AMD is the new Nvidia

FrostingOk2692

Imagine if you had bought AMD on the fifth, couldn't be me

Retr0Zzz

AMD is also sending chips to China BTW, and they have the best CPU in the world right now. And no one is taking action on AMD?

Kooky-Parfait-2706

I sold my AMD last week, I deserve pain

1M-to-Zero

Did AMD release any news?? Fuck, my puts got cooked.

modernknightly

You would think so, but people are just offloading shares to AMD and other competitors still in the game.

captjacksparrow47

AMD is the biggest winner of this whole nvidia fiasco

tinim9

Lisa Su (AMD CEO) is Jensen Huang’s cousin

thewronghole1993

600 AMD is primed

Prudent-Corgi3793

No, the entire sector is severely supply constrained, especially Nvidia. Last fiscal year: | Company | China Revenue % | Asia-Pacific Revenue | |---|---|---| | NVDA | ~9% | ~29% | | AVGO | ~18% | ~56% | | AMD | ~22% | ~50% | | INTC | ~24% | ~57% | Directly speaking, Jensen Huang's relationship with the Megaspeed CEO made up less than 1% of their revenues. Even if you include all of China revenues and consider all of Asia-Pacific as being somehow a backdoor into China, explain why they have much lower exposure to the Chinese and Asia-Pacific market than their competitor. Furthermore, NVDA's China/AP exposure has been decreasing sequentially while that of competitors has increased, which can be attributed to export controls and because the CCP has specifically discouraged domestic reliance on Nvidia chips. Keep in mind that there are many Nvidia products which are still allowed to be sold to China, so this number was never going to fall to zero. There were already $70 billion in orders for the RTX Pro 5500 alone.

Professional-One972

Nvidia has always been a shit company. They used to squeeze people for their GPUs back in the 2010’s and just fell ass backwards into the largest goldmine onthe planet. People are such jokers. AMD destroyed their gaming business, and no doubt someone else will destroy their current AI business.

ChloroVstheWorld

AMD is the truth i swear to god

sLimanious

Think about Jensen joining AMD.

mileylols

Gap is too big to fill with gamers. Last year, revenue from consumer RTX chips was <10% of revenue. That segment grew from 9B in 2023 (1/3 of revenue) to 11B in 2025 (<10%). You would need to 3.5x gamer revenue to like 35B to bridge the revenue lost to AI chip embargo. That isn't going to happen. Nvidia already has 90% market share in gamer GPUs. If we find out Lisa Su has 500 secret boyfriends maybe AMD will crash and then Nvidia can take over AMD's entire customer base to capture 99% of the market (intel has the rest, praise grandma) to add an extra 4B. That's it.

Hussle_Crowe

!banbet AMD 100 quadrillion dollars per share 1 hour

kslsmsnsn

AMD is an absolute animal still pumping

thewronghole1993

AMD does wtf it wants 👑

ferrx

AMD CEO Lisa Su turns out to be Jensen the whole time!!

1M-to-Zero

my AMD puts got cooked. I should have not bought them this morning.

Hussle_Crowe

AMD complete detached from reality lol

dune2350

Shoulda bought the AMD dip at 400 a few days ago

Kooky-Parfait-2706

AMD to $4t?

Spac55

$AMD when bubble bursts, no one is immune

mythrilcrafter

If we go back to fundamentals, we'll see that it their core NVIDIA is all about hardware acceleration, specifically through GPU's. Look back at every tech trend: whether it's AI, crypto, general data center compute, IOT, gaming, etc etc they all share the same thing; they need hardware acceleration. So unless AMD/Intel/IBM etc can make a GPU that out GPU's NVIDIA for cheaper or if a multi-generational tier genius creates math that makes hardware acceleration unnecessary, there's no reason to assume that NVIDIA is done for as an investment avenue. Worst case scenario is they stop being a hype/growth stock and become a "quiet compounder".

Blyadhole

Jensen Huang should join AMD.

M-3X

I demand Huang Huang to immediately return as CEO of AMD.

ListerineInMyPeehole

its so obvious, time for calls on MU, AMD, NVDA right? right?

ubertrader123

Why assume it has to be a man. AMD is doing great.

IndependentUsual7444

Are we team AMD now

keiye

Would be funny if he joined his cousin at AMD.

Interesting-Iron2587

AVGO AMD benefiting

Soffatjockisen

Now make Sue Bae CEO of Nvidia and Jensen CEO of AMD Lmao

rollinhating

why not have Lisa Su as CEO for Nvidia and AMD?

NapLvr

I saw this coming NVDA to play the female-CEO card game.. AMD be damn’d.

NonToxic628

Wait until they ask Jensens cousin to leave AMD and run Nvidia

Sybertron

He's got a cooshy job with family at AMD

FireNexus

Huang is the most Key Key Man in the history of Key Men. During a period where headwinds for the AI bubble are appearing. When it appears that Huang’s aura alone was convincing a bunch of companies to buy and warehouse $100K GPUs just for the opportunity to buy more. Now they are probably willing to risk it, NVIDIA is out a CEO about whom insiders have been saying for years “We have no idea how this company survives post Jensen” or the like even before the AI bubble. This isn’t as bad as AMD losing Lisa Su (which would be a catastrophe). This is like if Berkshire had lost Buffet without warning in 2003.

Big-Safe-2459

There is no other company in place, apart from AMD, that can fill any processing demand. Nvidia will continue to sell their products and their ecosystem will carry on. The stock is on sale today!

GoldBlueberryy

NVDA pull an AMD bounce would be crazy

StinkyRatBoi90

Yes, 15% of my port is AMD and it’s laughable that you think I have some sort of agenda on Reddit lmao. I’m just commenting on how, based on your post, you look absolutely clueless.

No_Day9149

AMD

willzyx01

So is he going to work with his cousin at AMD now?

Cdecar06812

AMD is making out like a bandit

1M-to-Zero

AMD puts?? No??

Av-fishermen

Oh so just keep repeating what you think about Congress and what you think about AMD you should get way more people to agree with you are you just described as a James Bond movie dickhead

defaultusername_silo

AMD chips is just wooping his butt rn. Slow but surely

PM_ME_UR_DRAG_CURVE

And ruin the open-source linux driver stack with his market-segmentation bs? AMD has a good thing going with their open-source driver and the last thing they need is the leather jacket man to fuck that too.

___-_--_-____

AMD vibe coded a CUDA <-> ROCm translation tool using NVDA hardware, filling the NVDA CUDA moat with its own AI shovels. the irony

EdoTensei10

since other chip names such as AMD and AVGO is benefitting from this news, why isnt CBRS also getting some positive movement?

davidbigham

So AMD and AVGO pumping so hard on NVDA news. But Intel is still shit and down 4%. You know the market thinks Intel chip is shit.

BringTea_666

AMD is too small and Elon now needs someone with vision to be his second hand or even lead completely part of his business like chips offloading work from him. With someone like jensen he could leave terrafab/xai etc completely in his hand with no need for supervision.

ConclusionEven6917

Completely agree that AMD might now be able to take some share from NVDA. The problem is that data center buildout will slow so total market that AMD can get will just get smaller. More importantly, there is some fear the circularity situation get unwinded now that the lead guy is no longer there to control it. There's a reason AMZN, MSFT, and even AAPL are at ATH, people are scared of the market and just want to park their money in the big boys especially for MSF and AMZN where they now expect less spending from them given delays on buildout. Feels to me that the market is just creating a short term cover on the semi trade so people don't panic sell general AI in anticipating fror the ANT IPO

dvdmovie1

The investigations will take months. Jensen had dozens of people reporting to him; he was the core of the company and what happens to that structure now? The CFO is the temp CEO because there was no succession plan, so who do they scramble to fill in the role? What if Jensen goes and starts his own company or is hired away by someone else? What if there's more to this that hasn't been discussed yet? I invested in NVDA for several years and said a while ago that I'd sold some but would keep the rest as a very long-term holding, as long as Jensen remains CEO. He's no longer CEO and I no longer own the stock, which had an extremely low cost basis. To me, he was the best CEO in tech - he was someone with a tremendous vision and built what turned into the biggest company. Is NVDA cheap? Yes. To me though it's not the same company, now you've introduced unknowns that will take a while to resolve, competitors will take advantage (AMD up, AVGO up, etc) and try to poach people, etc. Will it end green today? I'd be surprised but it's not as impacted at this point as I'd thought it would be . Still, there's a lot more to this that won't be resolved instantly.

Blackhawk149

Jensen can come over to AMD or work with Elon.

BubblyZone3752

Does every day just start with a fake semis pump, AMD goes back to neutral, then slowly builds during the day? it's been like 3/4 of the last trading days lmao

Onnimation

Actually the opposite. Other AI companies like AMD, TSMC, etc would lead this sector

Tallwhitedude123

Tell me you’re trading AMD without telling me 🤌🏻

IndependentUsual7444

Are we team AMD now

joeyeats

apparently the news is bearish for AMD

joeyeats

why is AMD literally selling off

boringestnickname

How is that related to "years behind for data center compute"? I'm just saying the hardware is good. AMD can't compete because entrenchment in CUDA. That would need to change.

Excellent-Traffic532

the AMD/NVIDIA cousin falloff needs to be studied

Junior_Significance2

AMD when moon?

LeatherBeneficial860

long AMD

Empty_Carpenter7420

China also has AMD GPUs, but IDK, they picked NVDA

Justinian_of_Rome

Hits 150 I'm interested in buying more. At 130, I start writing puts. Sub 100? Back up the truck. Can see two positive catalysts for making it rocket back; 1) successor announced 2) Great ER under new successor. But can also see possible negative catalysts: 1) Congressional hearing 2) Investigation finds out Bad Things 3) in response to those Bad Things, NVDA, and maybe even AMD and other related companies, get new, stricter regulations

Vaynard709

I expected more from AMD today

Mundane-Dirt-4077

Google and AMD shareholders salivating. Google really released those TPUs at a good time

LoganJFisher

Call me crazy, but I think this is good for Nvidia's future. While being engineer-led was fundamental to early success, Huang was never a suit with the knowledge on how to lead a multi-trillion dollar business. Yes, whoever replaces Huang long-term will likely not have that same engineering background, but I don't think that knowledge is actually that useful for someone in that position. Nvidia's ability to pivot into every developing tech boom of the past couple decades isn't really due to Huang, but rather due to everyone under his authority, and in particular the CTO Michael Kagan and Chief Scientist Bill Dally, and so long as the new leadership continues to listen to them, that ability shouldn't be lost. The people saying that Nvidia was Jensen (or vice versa) are fundamentally missing how replaceable any CEO of a fortune-500 company ultimately is. I'll add that I hope new leadership (Colette Kress as interim CEO) recognizes the need for income diversification. While data centers have been a gold mine for Nvidia, they have also massively diminished the pool of consumers, giving those buyers more leverage and increasing the consequences should any one ultimately abandon Nvidia in favor of Intel, AMD, or some other firm. Continuing to support the development of local AI, contributing to the establishment of new foundries (like ESMC, which Nvidia should have backed to strengthen the broader semiconductor ecosystem, but didn't), and generally just doing what they can to avoid getting pigeonholed as the "data center GPU company" are all critical for the future health and growth of the company. What Nvidia ultimately needs is a continuation of leadership that makes large investments based on what will be needed in a decade, not just for the next fiscal quarter.

ThatGuyFrmBoston

AMD has been pricing in the NVDA drama ? It’s up 28% past 5 days

Steelers6304

Too big to fail. I’d usually say the same as you, AMD is my biggest holding. But I refuse to believe that this doesn’t recover somewhat in the short term

DuckCleaning

He worked for AMD before founding Nvidia

bearsgotoalaskanstfu

AMD and SPCX trading on par

Apollo18infectr

pump AMD

Wishy

nVida died so AMD and AVGO could fly.

nise8446

Lol and which company is going to replace all of Nvidia's current deals and footholds in tech/AI while also pushing it forward? AMD? Lmao

A4_Ts

Maybe Huang goes over to AMD

BiggieBoss9

He can’t be seen working with Elon and AMD because he is compromised. But he can return to his ancestral roots, back to China, they may welcome him for his expertise in sales and business development.

Aelig_

AMD catching strays.

davidbigham

AMD and AVGO pumping so hard on NVDA loss 🤣🤣

kenneth_dart

Isnt the contender, Lisa Su from AMD, his cousin?

perchedontheirstilts

AMD is years behind Nvidia for data center compute.

StophJS

I fullported one of my retirement accounts into AMD and AVGO before NVDA news and that is working out awesome lol

InnitPikachu

Probably sell, NVIDIA without its OG founder is what? Buy AMD.

dirtyshits

He worked for AMD and helped design microprocessors in his early career.

MaxEhrlich

5k of NVDA and AMD at open and just watch the easy rebound from pre market numbers

--howcansheslap--

I mean it would be funny if he moved in with his cousin at AMD and build its GPU.

Consistent_Laziness

I’ve been going all in on AMD because it had a much smaller market cap, thinking it had more room to grow. I had to watch some video absolutely fly while AMD was just using a stick to poke the ground. After this news, I am all in on AMD

Engineerxd

My AMD shares will be eating good the coming weeks

moazzam0

Shouldn't AMD be up a lot

moazzam0

Shouldn't AMD be up a lot

Ratedr88

Nvda losses, AMD gain lol

boringestnickname

The only thing Nvidia was better at was software and twisting arms to make people use proprietary solutions. CUDA was an immense exercise in foresight, and is basically *the* reason AMD can't compete. In terms of hardware engineering, I'd much rather trust AMD, if they started pouring some money into the space.

c12beats

AMD is the new Meme Sock LFG :smoking:

United-Dot-2814

AMD back to ATH eod