AMD

Mahrez-

Keep put on AMD

anotherhappylurker

Would it be helpful to set something like a 20% trailing stop loss on all my US stocks in case of a crash? For example since I'm up around 80% on AMD, even if it drops by 20% and triggers my stop loss, I'd still be making 60% profit.

gkdjsl

I need AMD to pull a MU so that I can quit my job and become a full-time limoncello bootlegger

Ill-Ad1603

AMD and AMPX make up 50% of my portfolio

Flashy_Criticism_571

AMD to da moon baby. 

Pentaborane-

No American companies you say? I bet Europe can just get by on their own! Who are the leaders in chip design? Nvidia, AMD, AVGO, Marvel, Texas Instruments, Qualcomm… Who does the packaging, the integration, supplies equipment? LRCX, KLAC, LITE, AMAT, PLAB, MMAT… I’m sorry, I guess those Europeans will just magically recreate the entire semiconductor and networking supply chain indigenously. That sounds reasonable. I wonder who the Japanese care about doing business with more? Is Europe going to stop China in the Pacific? How much money did the cloud hosting companies spend to build those data centers? Oh, just measly tens of billions of dollars on a single site. I’m sure the Europeans will have plenty of money and expertise to recreate the most sophisticated industry in human history without the help of the people who invented the technology. That sounds reasonable. Yeah, they’ll just “divest” because they obviously have a parallel supply chain that can recreate 50 years of work. This is like people saying that Europe should stop buying the F-35 and develop an indigenous alternative. lol. Good luck. Don’t confuse us throwing some sub contracts your way with having the same capability. If we’re going to play the isolationist game I think Europe will find that they have more pressing matters to attend to like idk, Muslim majorities overtaking the natural population of their largest economies in the next 10-20 years (looking at you Germany, Britain and France). Because those are the kinds of timelines we’re talking about. Turkey is more likely to prosper than any given country in Europe.

dak4f2

Have you checked out semiconductor companies like AMD, Intel, Global Foundries, Texas Instruments, Samsung, etc. they love EEs.

bulk_logic

How are you quoting a high price of it having done well in the past as some kind of gotcha when your first comment is about AMD not doing something for years lmao

Money_Term8366

People have been promising AMD’ll do something for years now. Spoiler: it won’t 

andytobbles

So many people are still sleeping on AMD. The fact that it’s holding and even gaining when the Nasdaq is down over 2% speaks volume. Hyper growth cycle is coming over the next year. Reminds me a lot of Broadcom holding up better than other semis during the tariff meltdown.

Happy-Champion1661

no, but the price action on INTC is extremely bullish, it means no matter what people are buying, see today as well it was up 6% intraday I was watching MU and AMD, started loading puts when those 2 dipped, yet INTC still went up by 3.5+0.5% eod

mitchellp33

About $8,000 on 11/12. I was holding AMD puts during their investor conference. It went up like 7% or more that day and panic sold. AMD then proceeded to drop 20% over the next 2 weeks which didn't feel great lol.

Artifexx

I find it funny that on any other day, one slight budge in the market and AMD goes crashing down. But not today. SMH.

Goody2Shoes92

AMD showing resilience

VictoriaAutNihil

You're not a moron, today (01/20) is just the start. I think this could be much worse than last April. That dip rebounded rather nicely, and those that bought in April, did rather well. This time around, there's more than just tariff worries at hand and I think the dip could last a lot longer than a few months. I'm in the process of selling some positions where I'm up a decent amount and playing it safe. PLTR, PANW, AMAT, IBM. I'll keep others and hope they don't tumble too much, AMZN, GOOG, NVDA, AMD. However, they soon may be on the sell table as well. 10% correction? If today is any indication of a long term bear dip, I'd say more likely 15-20% If I were in my late 20s-mid 30s, I'd be overjoyed if I had decent cash reserves and time was on my side, but while I have decent cash reserves, I'm too old to play catch up, especially with all the geo-political, socio-economic turbulence currently taking place. 1%ers are loving this insanity, they'll make another killing, like they did last April.

doc_trades

AMD red lol

Cav829

AMD is so regarded this would be the fucking day it decides to spike.

BlazinHotNachoCheese

INTC = Supporting U.S. Government = Buy or attack Greenland. AMD for chips is a safer international market bet.

RaduZ23

Why is AMD and Intel up?

BlazinHotNachoCheese

Calls on AMD if INTC is not distancing itself as a U.S. company. It's earnings don't really matter if DRAM is expensive and International market sours on INTC as a state sponsored company.

gkdjsl

AMD pumped all the way to $239 and I didn't sell my calls, wtf is wrong with me

nadoterisback

AMD pleas fly again 🙏

pescadoamado

AMD unfuckwithable lol

BlazinHotNachoCheese

That's good. Intel is the ex that you find out sleeps with Mango and the world gonna be hating intel chips after they equate it to attacking Greenland. Friend of my enemy... At least the government hasn't taken a stake in TSM or AMD.

Professional-Gear88

What’s with AMD today?

Metal-Water

Sold my AMD puts too early

Metacog_Drivel

NVDA red and INTC/AMD green. What a fucked up timeline

Metal-Water

Made some money off INTL and AMD puts. Quick scalp. See y’all tomorrow

thatsmymayo

What up with AMD

Frozen_Shades

AMD up NVDA down? What is this dark sorcery?

ThouOne

Big Boy duplicator AMD, cough,

EvolvingDior

The funniest thing in the world would be AMD acquiring INTC.

nadoterisback

The year is 2030. AMD has just acquired NVDA. 🦉

RepulsiveDisaster671

#Green on the day baby. AMD Rippin’

mattyp11

I have no idea what AMD is doing but I like it

_ZergelGaming_

I will never talk shit about AMD again after saving my port today

Interesting-Rub4482

AMD breaking out. Hop on for the ride up

ThouOne

To where AMD? Moon? Alright.

Bababbouey

Dang AMD

chromevfx

AMD is already sold out of data center chips for 2026.

pixelatedCorgi

AMD don’t give a fuck

stop-sharting

cpus are such a small market compared to gpu's which is what AMD is being priced at

ThouOne

Tf how is AMD green?

TheGraeme95

AMD absolute giga energy

stop-sharting

how the FUCK is AMD green

Nefarious_AI_Agent

Wtf AMD is green lol

TheGraeme95

How tf are my two babies AMD and LUNR both green 😂

nadoterisback

big bull energy AMD

Happy-Champion1661

metals green, AMD NFLX PG green, WMT was green, NKE UNH are flat and there is more

TheSauce69

AMD safehaven, in Su Bae we trust

Therecanbenopeace

Looky looky, AMD green. muahahahaa

oldprecision

whoa, AMD ain't heard no bell.

wilhelm96

Rare AMD green during a -3% NVDA day

oldprecision

Me thinking AMD could be like MU today, lol!

The_Albertino

AMD very strong

gopoohgo

AMD green! That great store of wealth in times of uncertainty

gopoohgo

... Not that bad thus far? AMD isn't even down a 1%?

Freedom-Chaser

youre asking the right question because margin requirements are what kill most people who try to "just sell options." for cash secured puts you need 100% collateral. so one TSLA put at $500 strike = $50,000 tied up. if you have $200K equity and want to run multiple positions, one TSLA CSP eats 25% of your buying power. this is why most people either: 1. trade smaller stocks (sub-$200 stocks so collateral per position is manageable) 2. run spreads instead of naked puts (defined risk, way less margin) 3. have massive accounts where $50K per position isnt a big deal id rather run 3-4 positions on stocks like AMD, AAPL, or SPY where each position is $12K-$25K collateral and i can diversify.

Andymilez

AMD looks sexy under $230

Andymilez

Plays for today - AMD, LUNR and SERV

FrostingSecret6900

**na lol** **Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

xxMystic

RGTI, INTC, AMD, etc., pick a chip stock and you'll see that its all overpriced from the AI hype.

nehro7

i can suggest 2 stocks to see how it behaves with stable AMZN\* or NVDA volatile RDDT\* or AMD personally i am into \* will be looking for better results details

Illustrious-Coat3532

No one picked AMD.

FrostingSecret6900

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

FrostingSecret6900

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

RimantasL

Yeah, AMD looks set to pick up some of the slack with Nvidia cutting consumer GPU production.

LasyKuuga

Why they put Lisa’s face on the AMD installer and why she looking at like that damn gurl

LasyKuuga

Puts on AMD Shit crashed on me and now I need to uninstall and reinstall this shit

Thors_lil_Cuz

Google is more of a competitor to Nvidia than AMD these days.

Crazy_Donkies

I'm laughing at this thread. Quotes: "My AMD puts will print." "My HOOD puts will print." Are people really buying random puts despite massive TAM and momentum in specific tickers? Is your goal to capture some random drop? No wonder most people here lose to SPY.

myironlung6

My AMD poots are printing tomorrow

Slabbed1738

Good enough for me, buying more AMD calls 

Millionaire-Grinder

We ride the wave from DJT. He has consistently caused Volatility spikes where there’s none and that makes us money. I’m selling puts on NVDA, AMD, TSMC, MU, AVGO. Strong companies that should rebound once DJT TACOs.

iannoyyou101

AMD still 230 after dumping

xzstnce

How is AMD overpriced, lol

heinzketchup_123

Solid list. I would add AMD as well. They are the only direct competitor to Nvidia, but have a much smaller market cap. 377b to Nvidia’s 4.5t. Nvidia is also cutting production of consumer GPU’s which will only lead to a boost in AMD sales.

rapaxus

Yeah, making a new board/cooler and some drivers to have that chip run as a consumer chip isn't that hard, and something I would expect companies like AMD/Nvidia to do if the AI bubble pops and they now need to sell their production to normal consumers again (and also sell all the stock of AI cards no one needs).

Snotspat

AMD crashed in Xetra, well, "crashed", 5%.

Most-Outside-1188

https://preview.redd.it/3fce8yy27ceg1.jpeg?width=894&format=pjpg&auto=webp&s=ccc0eb11394642b72b82dcee35f958d25d187150 More Tiger Brokers artwork haha, AMD too. Im on a higher tier account, can use my promo code 1OUYZD to get $150 USD (instead of the usual $90 for new sign ups 😁)

Legendary-Roach

I did this and I bought individual stocks. $CELH $GOOG and $AMD $OUST the rest are index funds

doktordoc2

No worries , I have bought & sold Micron at $150 -$160 range several times for quick profits too . But now since things are clearer , to me it looks like this is one stock to buy & hold onto it for all the right reasons. The three top tech companies last year were Data Storage companies Sandisk , Western Digital & STX (Micron was 4th) . Micron is SOLD OUT for year 2026 ! They Groundbreaking not only in US but also trying to acquire fab companies in Taiwan . The stock is running towards $400 easy . All the new price targets are well above $400 . Investors from AMD , NVIDIA & AVGO etc all tired of running sideways for months are changing their positions. Oracles pull back was it being overpriced , while MU P/E ratio is the lowest in its class . Micron Director is buying $7.83M+ shares this month at $336-$337 says a lot about the stocks itself . So going forward I don’t think there is any dip coming , so I believe in Buy high & sell Higher when it comes to Micron .

procgen

China and the US are the only countries who could pull it off. The US has the core EUV tech already (since they developed it) which does put them ahead of China. And they have the money - this would likely be done in a consortium with Nvidia, Apple, Intel, AMD, Qualcomm, etc. who have absolute mountains of money to spend. it would cost an absolute fortune and take years so it’s obviously a last resort. The status quo is still very much the best arrangement for the US and ASML.

mayorolivia

AMD is not catching up fast. This is what fan boys want you to think. They have about $12B in GPU sales compared with Nvidia’s $200B+. No one is going on tv telling you they’re dying for more AMD chips. AMD is going to be the second choice and will likely end up with 10%ish share but they have no path to supplanting Nvidia. Lisa Su’s own projections about getting tens of billions in revenue tell you they’re also projecting just 10% share, considering she also says the TAM is going to be $600B+.

newbie80

AMD is catching up fast. AMD is looking to grab that CUDA money, now that it has all the scraps from beating intel into a pulp. Well intel punched itself out, but still ... Lets see if history repeats itself again like it did versus x86.

RemoteDrink8229

I left a comment earlier saying how I was gonna take a break from options and use shares and leverage etfs for now. But to find these I was in Wall Street Bets daily chat everyday for a week, and you can kind of feel out the plays that are likely to work based on what/how much people are saying about it. For example MU, every one was spamming MU and SNDK, I missed out on SNDK, but I bought calls on MU and sold for good profit. Some other plays are my own intuition, like AMD dropped a crazy amount last week on no news, I bought calls for August, and it went up a decent amount the next few days. Same can sort of be said for something like PPLT, recently precious metals have been skyrocketing in price and on WSB all they talk about silver. I thought silver already had its run so I Bought PPLT calls instead, and that also worked. I’m not a genius, these plays weren’t bad, but being up 85% in like 20 days is pure luck

Cheap-Sparrow

Am chip company employee. Cuda good because gpu programming is cuda. LLM trained in gpu use cuda. LLM trained on Nvidia fast because networking. TPU good because Google invest many eng many money make LLM trainable on tpu. Google networking good too. Train LLM on AMD? Not at scale. Networking bad. Data interconnect bad. Cuda equivalent bad. AMD shitters TPU as good as GPU? Idk. Matters? No. Google prove capability. If CTO of Regards Inc. sign $$$ to use tpu, you use tpu. Google manage TPU in GCP so less hassle.

NotTakenGreatName

AMD is even more screwed

doktordoc2

I think more & more investors will start moving their investments out of NVIDIA & AMD both of which have been running sideways for quite sometimes now . Glad to hear you already made that move . Good luck 🤞

Captobvious75

I sold AMD and bought MU two weeks ago. Definitely a solid high growth potential stock.

Embarrassed_Tax_3181

As a hyper AMD bull, I would sell on any massive green candle

buchimochipie

Im just going to share this with you because I’m not the best person to give advice when it comes to trading. Been a trader since 2010. Still learning and tons of loses. I made 54k from an AMD short the other week. It was all gone after a few days because I thought I was in control of the market and in the zone. Next time this happens, I will take a month break from trading and pursue others hobbies.

Kindly-Yoghurt-7665

Believe it or not, when this sub was all in on AMD, which was trading at less than $3 a share, there were actually a decent amount of people here with at least average intelligence

omracer

My small shares in Intel from some time ago is going to help well this year for sure, or was that AMD

maxpain2011

That’s what they said about META , AMD, SHOP, and bunch of other stocks when they tanked few years ago

Bloodsucker_

That's absolutely not true. ARM chips are British. Cloud used more than AMD and Intel. You seem heavily biased and missing the point completely. Please stop embarrassing yourself and talking with some much confidence about topics you don't understand. Stop saying "but TheY aRe 10 yEArS aWaY". It's just not true and it's not the point.

TheFailologist

Not writing the below to be rude or controversial. Just wanted to share my findings. The market has moved away from value a very long time ago. Companies can't just mature then issue a dividend and grow slowly like KO and command a premium in their stock price. Wallstreet wants ever increasing growth. That's part of the reason ADBE is priced as it is. The growth story is feared to be done. Damn the rest of the business and how incredibly sticky the product is. Past gains don't factor into today's stock price, only future gains do. GOOG was priced with such a low P/E before its run up for the same reason. Wallstreet feared that the growth story (and the monopoly lawsuit) was done and when that turned out to be false, the stock moved back up to growth P/Es. Any growth stock (most tech stocks) that stop showing growth will see their share price collapse overnight. That includes the Mag7 and all the big chip companies that have had huge runs in 2025 like: NVDA, AMD, AVGO, CLS, WDC, STX, SNDK

couscous_sun

Not true: https://www.reddit.com/r/AMD_Stock/s/6VrxXT3WRJ

couscous_sun

All you need to know: https://www.reddit.com/r/AMD_Stock/s/6VrxXT3WRJ

No_Feeling920

We don't have any bleeding edge chip manufacturing. We have no major cloud infrastructure and software companies, either. How are we going to substitute for AMD, INTC, NVDA, MSFT, GOOG and such?