AMD
Advanced Micro Devices Inc
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AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Why is market crashing again? I'm so sad.. I cannot habibi
+$16,000,000 on AMD and SOXL. Sold it all.
+$16,000,000 on AMD and SOXL. Sold it all.
Warsh and factories: will today's data force an October Fed hike?
Nvidia, AMD, Micron fall as AI stock sell-off deepens
0DTE put went deep ITM after-hours - any way to exercise after cutoff?
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.
You will never beat the market unless you understand this one thing…
Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research
AI Doesn’t Give a Fuck About Recession
$NVDA is now worth more than $META, $AMZN and $AMD combined
If you describe current conditions to an old AI (2024 deep seek) you can get it to predict the future (now) and the future (tomorrow).
AMD still the top momentum trade
I picked a bad time to sell AMD covered calls 😭😭😭
I picked a bad time to sell AMD covered calls 😭😭
AI is the best thing to happen to an average man
Advanced Money Dispenser Leap Positions
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
AMD plans to substantially increase supply in 2027, CEO says
Hello WSB 👋 would any fang or finance people want to connect on LinkedIn?
Xanadu and AMD launch Backline to streamline CPU, GPU, FPGA integration for quantum technology
Top stocks hitting 52-Week Highs/Lows - October 2, 2026 📈 📉
Why did everything take a dump except AMD?
Am I being a bad person by investing in the stock market?
Why is there a big hate against Cerebras ?
I think AMD just became a LEGIT long term BUY
Industrial Picks-and-Shovels Compounders like Amprius, Ouster, Allegro Microsystems (also Nvidia, AMD, ABB etc.)
Nvidia, AMD want Trump to keep their chips flowing to China
AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
CYV: $13m market cap, $30m cash, no debt, fully funded to human data catalyst
Top stocks hitting 52-Week Highs/Lows - September 25, 2026 📈 📉
I love that you can see my divorce, my layoff, and when I discovered options on AMD.
Top stocks hitting 52-Week Highs/Lows - September 24, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 23, 2026 📈 📉
The AMD / OpenAI deal is a literal 100% cashback deal now
My Earnings IV crush story on MSFT and sharing October data
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
I have completely fucked up by waiting until 24 to start investing.
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
Top stocks hitting 52-Week Highs/Lows - September 21, 2026 📈 📉
Mentions
I will keep this in mind once AMD post results
Y‘all forgot about AMD earnings or what 😂
Big day for semis tomorrow, I expect +/- 5% for most of em depending on AMD earnings
Are yall doing AMD putas for earnings
What are AMD ALAB doing tonight?
AMD sets off the semi trade again today
puts on AMD earnings or what?
For the record, 9/10 times AMD dumps on earnings even when they're good. AMD's pumps usually come sometime between one earnings and the next.
Come on AMD i know you can go to 400 by tomorrow
what are your AMD bets today?
Anyone playing Nvidia for AMD earnings?
Just need AMD to not fk up the earning like Intel .
AMD going up after earnings.....too much bearish sentiment
AMD reports tonight: consensus is \~$13.1B revenue (+42%) and \~$1.95 EPS. After Intel beat and still fell 28%, I’m watching the Q4 outlook more than the beat.
you can buy another one with AMD bull spread. Let's see tomorrow.
#The last time AMD pumped this hard before reporting earnings, it crashed hard after reporting LMAO🤌
genuinely not bad for the price on the pc. 5070tis are going up (like fuckin 1k+ now), 32gb ddr5 5200 is like 400-500, intel isn’t terrible- yea you could’ve went AMD but tbh that would’ve cost ya more, and you got 1tb. all in all not bad for a prebuilt, you take what you can get these days.
Ok AMD, all you have to do is come through on earnings to blast semis to space. Do not make mistakes 🧐
Lisa Su will make AMD great again!
20x600c 11/4 AMD wish me luck gents
Bots in the comments advocating for AMD CPUs are like bots in comment sections advocating for Linux OS
Instance spend on AI. AMD will go up right? Right? Nana please answer me
as an AMD bull I'm 100% sure its dropping to hell after earnings. But last time the sub was this bearish on AMD it rallied like a mf.
All bounces are guilty until proven innocent. The market is in a downtrend. I wouldn't bet on earnings in either direction. This market has been punishing even great reports. Do we really think AMD is going to escape the PC slowdown that destroyed INTC, and buck the trend and have a positive reaction? Most likely, that would require an election result that the market likes. A democratic sweep would likely not be welcome.
AMD is in a much better position than Intel so I doubt they will dump as hard as they did
Should went with INTC puts and an AMD CPU
The 2030 start date is the part I'd weigh most: by then HBM base dies will have gone through several generations, so locking Fab 2 to AMD and Nvidia now reads more like a capacity reservation than a firm revenue line. If Nvidia does keep its NVHBM base dies at TSMC, AMD becomes the anchor customer, and Samsung's 2nm yields over the next couple of years become the real thing to track.
AMD puts are tempting but I feel we may be in for a bamboozling
I am also shorting neoclouds expecting AMD to shit the bed… no clue my friend same hypothesis you had
I think AMD earnings will beat expectations. Adding to the semi fuel today.
AMD puts is the way, follow the market trend
Why AMD $450P so expensive
AMD to determine semis direction.
AMD earnings are going to be interesting, but who the fuck knows roght now.
Election or AMD earnings could dump it. If not, probably a pump this week and maybe down later this week or next week. If we don't rally higher of course.
Everyone is waiting on $AMD earnings after close before making any big moves. AMD should give the market a better clue if lower AI semi demand is just an Intel problem or an entire semi market problem.
about 5 minutes before close I will sell so many AMD put spreads that my entire account will be liquidated if it falls more than 15%
https://preview.redd.it/k41liuoc3fzh1.png?width=1426&format=png&auto=webp&s=59ff42315d2b393d804cd8fe8579adaf710bb2f7 Have AMD earnings put = easy money. Anything else I'm missing this week?
soxl is gonna tank to 68 like yesterday and 50 when AMD fails tonight
AMD a slaughterhouse tonight
AMD puts or calls after earnings?
The problem is that too many people went deep into hot garbage stocks like Intel and when the inevitable happened it took all the market with it, there is an AI bubble but its not AMD or Nvidia, people just like to play casino and put their money in the dumpsters next to them and act surprised then they realize the dumpster is full of rats
Time for some good old $DAMD - AMD Bear x2
what you guys of arm holding and AMD today
guys AMD reporting tonight, if AMD doesn't report $200 Trillion profit, the stock will tank
History might not repeat itself. After AMD earnings the whole market will be dragged into deeper waters.
This is just the big boys shuffling around their AAPL and AMD plays. We're going down this week due to Dems winning and all the rich people selling out of spite and their way to pout
Thanks gonna get a few AMD puts on this analysis
Net Read Today's rally is a fundamental re-rating, not just a technical bounce — Lattice and Fabrinet both provided hard earnings data validating AI infrastructure demand durability into 2028, directly addressing the core bear concern that drove yesterday's selloff. Combined with midterm relief and the Micron/GlobalWafers supply deal, the long liquidation wave discussed this morning appears to be finding its natural exhaustion point. Watch AMD tonight.
I'm not going to play AMD earnings... I'm not going to play AMD earnings... I'm not going to play AMD earnings...
Prepare anoos...A "rising tide lifts all boats" effect frequently takes place in the broader semiconductor space. When AMD proves that data center spending remains high, investor confidence flows into its direct competitors and lovers... avgo mu anet intc mrvl hpe intc and nvda....not sure just get soxx
Yeah cause it’s more overvalued than AMD
Will AMD break the trend and pumps post earnings?
imagine if AMD hit $600 overnight
lol even with day before earnings $AMD IV lower than yesterday https://preview.redd.it/5ni1wh8puezh1.png?width=607&format=png&auto=webp&s=1764803022414cf07e9977a50428aae8ede785df
Mad people probably thinking puts on AMD bc of bearish sentiment and INTC and etc etc. Probably gonna pump
AMD pumping the day of earnings, sus af.
first time actually bought the AMD dip, the question is, should i hold til earning
I mean it seems obvious to short AMD, which makes me want to buy calls
My mind is telling me NOOOOO but my body.. MAH BODDDYYYYY is telling me YAAAASSSSSSS *AMD OTM puts order submitted*
Im just holding my MU SKHY AMD through this dip. What else is the market going to rotate into? Nothing thats what....Ai is still the play. MM just wanted to flush out the over leveraged and scared retail.
So this is less "Samsung wins Nvidia" and more "AMD gets the fab, Nvidia gets the footnote."
AMD next to the chopping block
Agree with most of this, there is a vast difference between the hardware companies vs the model companies vs the inference providers. They are not at all the same. Hardware companies win no matter what. The only concern with NVDA in particular is the circular financing, it has nothing to do with their core business. If you want AI, cloud, local, open, closed you need hardware. Right now the only games are NVDA, AMD and APPL. Model companies are in deep trouble. Models are quickly becoming a commodity and the cost swing between the frontier models and the open models (hosted at a Coreweave/etc) is just mind boggling. Finally the inference providers, this is a relatively boring business. It's going to be a big segment of the market with a lot of money spent, but it's going to be extremely low margin, changing between inference providers is a 10 second operation, there aren't going to be big margins here, it's as much commodity as gasoline, we're talking a few % per token vs the cost of electricity/hosting/hardware depreciation. It's a volume game, and it's going to be a solid portion of the market, just again, very, very low margin.
AMD options expensive 👀
Can we preserve this nice AMD pump and let Lisa cook?
AMD is cooked I know it and Lisa knows it
Can't understand what's the fuzz is all about on AMD.
AMD's gonna be the only one that pop 10 lol
AMD puts are so obvious today
If AMD, ALAB and Arista dont save then market officially wont ever recover
AMD will destroy this market after the bell. Crazy to see these heavy drops after earnings for most companies.
If today is a low IV zigzag day waiting for election results and AMD earnings, I’m looking at 4-6 week tech calls, and let em run for the rebound.
For earnings I think AMD will dump and SMCI will pump.
Today is going to dump, no way after how intel reacted to earnings that people will be buying AMD all day and not selling
If someone invested into "a hopelessly failing company", it's pretty normal that they would have lost %50 of it in a relatively short time. It's rival AMD is doing just fine.
Meta and AMD are down a little bit from their ATH
I will buy a lot of AMD at opening, lets go
today: +2%. AMD -25 tmrw -4%. Thank you for your attention to this matter!
the catch is NVHBM. iirc nvidia wants all NVHBM base dies made at TSMC, so the nvidia side of this could shrink once HBM4E moves to that. reads more like an AMD fab tbh, MK says most of the booked volume is AMD
The war is over and AMD is going to double beat on the same day, do it that way you will
The war is over and AMD is going to double beat on the same day, do it that way you will
I think Nvidia is a fantastic company, and it will be in the S&P top 10 for at least decades. I'm still afraid to buy Nvidia stock because tomorrow, next month, or next year, AMD may release a good CUDA alternative or something else, or a huge deal with OpenAI, and BOOM, Nvidia's stock will crash. They won't give me 5 business days to move my money from Nvidia stock to AMD or somewhere else; it will just crash and not recover for years since, at that moment, Nvidia has proper competition.
An AMD miss post-market, and this euphoria goes straight into the shitter. I'm too scared
AMD already dumped $100 following the INTC earnings. If you think it’s gonna do that again later I have a bridge to sell you
QQQ 700 today and 650 after AMD's earnings
Give me Dems winning and AMD missing for a pull bloodbath
AI stocks are under pressure as Wall Street questions capex and valuations, but memory fundamentals tell a different story. DDR5 contract prices jumped 12% in October, HBM4 is tightening DRAM supply, and Bloomberg sees pricing strength into 2028. Micron (MU), Sandisk (SNDK), SK Hynix, Samsung and Kioxia remain key names to watch. US premarket is showing some life today, with Micron up around 4.5%, Sandisk 5.5% and AMD 2% ahead of tonight's results. Lattice's strong earnings and backlog into 2028 add to the bullish case. Short-term volatility, but I'm still bullish on DRAM and AI memory long term.
I bought an absolute shit ton of AMD calls yesterday. 🥹😭
Writing AI stocks are under pressure as Wall Street questions capex and valuations, but memory fundamentals tell a different story. DDR5 contract prices jumped 12% in October, HBM4 is tightening DRAM supply, and Bloomberg sees pricing strength into 2028. Micron (MU), Sandisk (SNDK), SK Hynix, Samsung and Kioxia remain key names to watch. US premarket is showing some life today, with Micron up around 4.5%, Sandisk 5.5% and AMD 2% ahead of tonight's results. Lattice's strong earnings and backlog into 2028 add to the bullish case. Short-term volatility, but I'm still bullish on DRAM and AI memory long term.
Market rally will fade and then AMD earnings will bring the market down even more
AMD shrekking??? Does it have something to do with the 13 billion dollar bid on mu