AMD

dansdansy

I'd be surprised if NVDA tanks on earnings, AMD just had an amazing quarter and outlook

DetectiveSingle9846

it dilutes if AMD gets to $600 a share lol

Educational_Net4000

That's not completely true though. Tons of internet/computer companies had legit businesses during the late 90s. Gateway, Dell, HP, Cisco, Nortel, Intel, AMD, Corning, etc. I think the better analogy is probably AI and 90s telecom/fiber optic companies. A legit business that overbuilt, became a commodity, and couldn't sustain their PE ratios.

thesexycucumber

Trimmed down my TSM and AMD shares, this tingle in my bumhole is the sell signal.

AutisticMisandrist

AMD for real gave them free gpus and dilluted the stock? what kind of idiots pumped it to $250 lmao

JoeJoeJoeJoeThrow

So should I be investing in Nvidia, AMD, etc etc? So many mixed messages

General_Penalty_4292

I am still DCA, the question was more one of am i going to increase contributions to companies like Applied Digital or even AMD. They have been smacked around significantly more than the index in the past couple of weeks but i have strong conviction in their long term growth, so this **could** be a good buying opportunity. At some point, in a downturn, i would be increasing the amount of dry powder i include in my weighted DCA, but whilst I know what those % drops look like for index funds, it's less clear on hype-y individual stocks

Ok_Cry7572

They invited a lot of people to the Mango-Saudi dinner today, look at the guest invite list: Jeremy Allaire – CEO, Circle Cristiano Amon – CEO, Qualcomm Brian Armstrong – CEO, Coinbase Marc Beckman – CEO, DMA United Marc Benioff – CEO, Salesforce Charles Cascarilla – CEO, Paxos Tim Cook – CEO, Apple Michael Dell – CEO, Dell Technologies Jensen Huang – CEO, Nvidia Vimal Kapur – CEO, Honeywell Alex Karp – CEO, Palantir Arvind Krishna – CEO, IBM Kris Marszalek – CEO, Crypto.com (U.S.-based business presence despite being non-U.S. nationality) Bill McDermott – CEO, SoftwareNow (as listed) Sanjay Mehrotra – CEO, Micron Technology Elon Musk – CEO, Tesla Kelly Ortberg – CEO, Boeing Chuck Robbins – CEO, Cisco Lisa Su – CEO, AMD Vlad Tenev – CEO, Robinhood Markets Eric Yuan – CEO, Zoom Greg Brockman – President, OpenAI (executive) David Sacks – Trump's AI & Crypto Czar (executive role) Bill Ackman – CEO, Pershing Square Capital Management Mary Barra – CEO, General Motors Brendan Bechtel – CEO, Bechtel Larry Culp – CEO, GE Aerospace David Ellison – CEO, Paramount Global William Clay Ford Jr. – Executive Chairman, Ford Motor Jane Fraser – CEO, Citigroup Charles S. Hallab – CEO, U.S.–Saudi Business Council Phebe Novakovic – CEO, General Dynamics Scott O’Neil – CEO, LIV Golf Ross Perot Jr. – U.S. businessman/executive (Chairman of Hillwood) Stephen Schwarzman – CEO, Blackstone Jeffrey Sprecher – CEO, Intercontinental Exchange Scott Strazik – CEO, GE Vernova James Taiclet – CEO, Lockheed Martin Jim Umpleby – CEO, Caterpillar Kathy Warden – CEO, Northrop Grumman Mike Wirth – CEO, Chevron

-skibidisAND23s-

who are they falling to? AMD? lol

gkdjsl

When AMD is at $270 in January, we'll have a good laugh about all of this

JustCan6425

I wonder if tomorrow is the best day to buy 2027 AMD, MU and GOOGL leaps? If NVDA beats but drops again, the ultimate dip could be on Friday as per Cramer’s words? 🤔

JustCan6425

I wonder if tomorrow is the best day to buy 2027 AMD, MU and GOOGL leaps? If NVDA beats but drops again, the ultimate dip could be on Friday as per Cramer’s words? 🤔

Jcoronado92

Serious question man.. I gambled 75k on AMD today which is 90% of my money and down bad. wtf am I doing, will AMD recover?

vermilli21

I should be safe with this play....I have AMD 230p 12/5 @ 3.50 currently @ 11.30 If NVDA rallies the market tomorrow, I wont lose much and I can buy short date SPY calls... On the off chance it drills, I lose the preiums on SPY but my AMD puts shoulder be deeper in the money....

Alarming-Climate4749

That's what I'm running away tho. Doing options for like 9 years and it use to takes months to move a stock to 40 points. These days it moving 400 points in a month. I was happy back then when I saw my 50k worth of options gains like 5 points but now I've lost my feelings mate. Example of that I was long AMD since 2024. Bought so much and rolled a lot call options. Then this year 1 day it ripped. Okey the income was massive but after that I realized my profit I did not think I deserve this much. Because my profit target was %20 to %40. But somehow it went over %19000 so I'm basically lost in these things. From now on I'll just short everystock that related to Ai and have an Ai based incomes. We'll see how it plays. But still I've lost my feelings. I was hoping this much of money would make me happy but, after reaching a point that I should be reach in 10 years later, is sucks. Anyways I wish everyone best regards mate. Having a target is good but the road is always more exciting.

Maruchan1820

I'm scared after I play AMD. It went down

Glittering_Water3645

Buying heavy in extreme fear have been my best strategy ever. I will continue with that. Bought META, amazon, AMD, betsson, adobe, pinterest, paypal and novo nordisk for like 50k USD this week alone.

Dramatic-South-6236

As I said, I do what can be considered "swing trading". In January I had NVDA, Meta, AMD, CRS. They dropped so hard that I lost 30% of my portfolio into April. Everytime I rebought them they would drop again, so I started to move to small-cap stocks hoping to get the bump amd sell when they dumped.

Potential-Reporter66

A little over 2 weeks ago wasn't very long ago, haha. But yes, I suppose it depends on where you bought. It looks like for CRBU in particular you had bought in a small window where the price was relatively high. It's odd that it went down so much from its insane pre-market leap. Sounds like you did well betting against AMD at its ATH and in this current climate. If you don't min me asking, where is a good place to read about the heat building up in the real estate market? Are you referring to the likes of $OPEN and REITs?

notthatthatdude

SPY puts, AMD calls, VIX calls

RonMexico16

He’ll get the virgins from OpenAI and transfer them to NVIDIA for GPUs. The prince will then give the GPUs to AMD who will lease them to MSFT so that OpenAI can train its models on them.

Sensitive-Radish-292

I have liquidated my position long time ago in order to buy puts on AMD if I'm not mistaken, so doing pretty fine. Wasn't a huge loss in the end. This market eliminated all speculative biotech bets, you won't find many that survived. Most of the money is now being poured into real estate as the new speculative market.

Longjumping-Yam-6233

I dont know about 20 but im holding AMD for at least 5 years.

Pereise1

A 240c/220p strangle was about $600 at close today. So an ~8%-10% move by Friday in either direction would pay off. Not too unlikely considering NVDA earnings and AMD moving like 5% today off of no news it seems.

Pereise1

I feel like buying an AMD strangle an hour before close tomorrow could pay dividends.

Ill-Ad1603

AMD might announce a multi GW deal with humain (Saudi’s sovereign AI company) tomorrow. MBS and 🥭 are hosting a AI conference at the White House and AMD, AMZN, xAI were mentioned in the article.

Dependent-Goose8240

you're actually wrong. lowering NVDA demand could hint at increasing AMD demand.

dvking131

I bought my seat on the AMD rocket 🚀

Gom_KBull

aww but i really like AMD :c

Wowmuchrya

What’s funny is if Nvidia -5s AMD will -20. Short amd instead of nvidia.

Shilooooooooooooooo

I’ll go back and confirm but I’m pretty positive if AMD hits $265 tomorrow I’m still up $200 profit

Krigear

AMD

ETFBro4DaWinz

Saudi Arabia cope is probably less convincing than Sam Altmann buying a chunk of AMD

ictp42

Cisco didn't have quite the moat that Nvdia does though. And certainly not the moat that TSMC has. That being said, since it is starting to get a bit more competitive with AMD, maybe NVDA is a bit overvalued, but GPU's are fundamentally much much more difficult to produce than network routers. It isn't even comparable. Add to the fact that routers improved by getting faster and gpu's are improved by getting more performance per watt, then there is a more direct financial incentive for cloud providers to upgrade their equipment than upgrading routers had for internet providers. Again not saying there isn't a bubble, but its not on the level of the dotcom boom

dejaone

AI chip demand will fade before AMD transforms itself into a major AI player.

TheoryInttro

My Google and AMD longs hopes you're right, but nah. That would leave me in the green for the day and this seems to be illegal.

AdamGSMA

I see no reason why all 7 won’t succeed over time, among others like AMD and Broadcom.

killerbeeswaxkill

Just sold my AMD puts yesterday at near break even and today they hit 200% had I held LOL.

InvisibleEar

Nvidia and AMD are reportedly considering discontinuing low and mid spec GPUs because of rising RAM costs... nobody even cares about us gamers anymore

TheoryInttro

Long Beyond Meat, you say? No, think I'll pass. Being long Google and AMD is rage-inducing enough.

No-Relationship8261

They need about 2 trillion dollar right now, for already existing obligations. Their IPO being only 1 trillion is not enough. They are not going to sell 100% of the company to the public.  So even assuming 50% that is only 500 billion.  They still need to find 1.5 trillion dollar somewhere.  To be fair, some of those are shady deals. (As example AMD one) so let's say they still need 1 trillion dollar to complete all the obligations they have to Oracle, Azure, Nvidia, AMD.  Also reminder they are also losing money heavily so they need to finance that as well. Though that is on the scale of only "10s of billions" so that is peanuts compared to this. 

LUV80085

20 years? Hard to say because I see so much disruption in the next 5-10 years. But the next 5 years my choice is definitely AMD.

gibe93

thank you,it's going great,I have GOOG and AMD at +80% and +180% both bought this year,my only strategy is timing the entry,ststistics says I'm wrong but it keeps on going great,I accumulate then something goes down for no reason or too much for the reason and I buy cheap,did it with AMZN with BABA,NFLX the thing I avoid is timing the tops,once I enter with a great price I'll ride it down if nothing fundamental has changed

No-Relationship8261

Yes they can but it's not one to one. Sell amd shares add just as much.  But gpu, sell amd shares...  Is possible.  Practically AMD gave them 50% sale, but AMD didn't want their gross margins to be down, so they did some finicky things. So they can keep the bubble going

enc-nyc

I know somebody would make bank here by buying thousands of stupid options for Friday, like AMD 250 or something, but it won't be me.

PatientBaker7172

All good news timed together Tuesday. HUMAIN, AMAZON, AMD, XAI TO BUILD DATA CENTERS 11:15 AM: President greets Saudi Arabia’s Crown Prince and Prime Minister – South Lawn Gemini 3 release MICROSOFT AND NVIDIA INVESTING AT A NEW $350B VALUATION FOR ANTHROPIC, UP FROM $180B

amplaoumplasD

Humain, Amazon, AMD and xAI are to build data centers - Semafor. [$AMZN](https://x.com/search?q=%24AMZN&src=cashtag_click) [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click)

myboywears

Obviously Tesla, Google, Hood, and AMD calls here if you have a functioning brain

eastbay77

Did Burry call it again? ORCL, NVDA, PLTR, AMD are all down for the past few days.

myboywears

Okay fuckers: AMD 260C 11/28 set limit order to buy between $1.15 - $1.20 and sell at $1.40 TSLA 450C 11/28 set limit order to buy @ $1.70 and sell between $2.00 - $2.10 GOOG 300C 12/26 set limit order to buy @ $5.75 and sell @ $6.50

Jabbermouth

Are we buying this dip? AMD or NVDA?

ayashifx55

wtf fcking AMD. I had calls, you go red everyday , i switch to PUTS, you just stagger at -5.4%.

No-Relationship8261

Yes they have nothing to lose, because they got nothing. They will simply go bankrupt.  Idea is OpenAI must purchase 50 billion worth of gpus to get 20 billion free shares etc.  When it will go wrong is when OpenAI can't fulfill its obligations,  AMD will still owe liquidators the shares.  But they will have a hard time getting paid.  But overall it shouldn't be too bad, as I don't expect OpenAI to last all the agreed amount. 

ThewizardGrog

AMD b lookin juicy today?

ayashifx55

interesting, AMD went to like -6% and recovered mega fast

ayashifx55

AMD went from 263$ to 225$ in one week lol wtf

ThouOne

My AMD calls bought at $210 expiring Feb in absolute shambles, was close to my exit too. Need $270.

No-Relationship8261

Don't worry, AMD will only give stock if OpenAI buys AI accelerators. They can't, they don't have the money. 

Maximum_Light409

When NVDA beat results - nothing happens with AMD. When NVDA miss results - AMD sink together

dandydaintydandelion

What happened to AMD

IndependentAd3410

Doing good now, thx. NIO, AMD, ONDS made up for it 

TheoryInttro

Ouch. AMD just straight drill, huh?

squeletton78

I'm long on AMD, it only make me impatient until i see green again but when you have an aimed price you don't care what happen as long as you're bullish

jiggolo420

AMD starting to V

Ill-Ad1603

AMD -6%, undeserved

Watchquestnc

Lot of AMD haters out of nowhere lol

DirectionOk9296

Be funny in the AI market crashed just as AMD got its act together.

blm4lyfe

AMD hitting $200 will create generational bagholder 😭

Wowmuchrya

AMD back to 160 tomorrow 🤣🤡

Roxorek

AMD to 185

Rootlevelprivileges

NVDA earnings will go down if AM taken some market share. Bullish on AMD

Cosmic-Horror-Cat

99.5% of my money is in AMD and IDGAF. Let's see how my numbers look in 2030.

TheGraeme95

okay AMD calm it down...

MasterDave

nvidia is 8% of the stock market. When AI pops, the first thing to go are the companies who can't exist without the AI companies, as their entire business model relies on it. Most of those companies are pure shit, but some aren't. Like nvidia who has pushed their chips (lol) all in on AI, rather than continuing to diversify the business across different customer spectrums. It feels like the 50xx series GPU's were the last attempt at giving a shit about the video card market and now they just want to produce AI chips. AMD is probably fucked in a similar fashion but possibly for less. Their value has for whatever reason always been sorta stunted but adding AI into the mix has resulted in the irrationality of their current stock price and they're probably super toast if AI bubbles out. The rest of the market, who knows. It will have an effect on the rest of the market because institutions have to sell off their blue chips to cover their losses on gambles, but it shouldn't be a case where non-tech stocks flatline. It'll move a shit ton of money out of the market one way or another. the important thing to remember though, is that an AI bubble popping doesn't mean AI is dead, or that the market is dead. Clearly the dotcom crash just meant less garbage websites with no route to profitability that ignored fundamentals. The housing crash didn't mean everyone was immediately homeless and nobody could sell a house for shit. Every crash sort of just burns off the chaffe and we are left with whatever's not pure shit afterwards. Personally, I'd try to evaluate if it's a peak for anything AI/tech adjacent and pump it into blue chips or unrelated industries if you're scared of a crash. Historically those companies will recover faster than the ones inside the industry, assuming those come back at all. the last thing you want is an AI company to get bought for pennies on the dollar by something like Berkshire or Apple and you didn't get a chance for the stock to recover at all if that's what you were hoping for. Nobody knows when it's going to happen, but literally all of the signs are there that we're in an bubble related to AI products, and that way too much investment is going into one direction. The difference now and before though, which may be a mitigating factor to some extent is the ease with which retail investors can have an oversized portion of AI exposure compared to say 2000 where maybe that was less available or known. This could be better because retail investors don't algorithmically panic. This could be worse because retail investors don't necessarily maintain a balanced portfolio. Could get ugly, could be a speedbump. Who knows? I just figure that out of the 3-4 big AI developers right now, the only one that will survive the bubble if it happens is Microsoft due to its clauses with its investment in OpenAI, which it can fully afford to lose entirely and not be affected because its business is very diversified. If we're lucky, X will just evaporate when it happens and take Tesla out with it.

the_humeister

Just short AMD and PLTR calls. And BYND stock.

AxemanFromMA

#Who remembers wen AMD was $90?

PositiveNo7994

the problem was/is AMD and NVDA had stellar news past weeks with investors day and GTC presentation. Normally they would've pumped 10+% on such crazy announcements but markets did not care and just kept selling off.

CowboyPhewPhew

One think that I'm sure about and it is very overvalued AMD

Bjamnp17

No! I swing trade esp. last few months between NVDA/AMD , very profitable.

Bignutly

AMD to 300 tomorrow. Lisa picked up a shift on the corner.

Gom_KBull

to me AMD: Ash Ketchum NVDA: that asshole Gary UGH

Tim_Riggins_

Honestly surprised AMD is holding up this well

Bad_at_stoks

I can only consider buying AMD call/puts on Fridays bc let's face it, it's a rollercoaster

Therex26

AMD bro over here

ipeench_

I bought AMD $252 and $255 weekly calls today how cooked am I

Right-Departure-8881

Earnings will beat. Issue is stock might tank even with a beat. Didn’t that happen to number of companies like HOOD or AMD

CowboyPhewPhew

Like AMD

Spiderman3039

are you counting "liberation day" because thats a clear mulligan. Also AMD is a strange example given they have a p/e of 129.

SpeedyAudi

Nvda always beats earnings, not always “blowout” like some want… but look at the price action after earnings for say, the last four quarters. Pay attention to how the market makers and options sellers position themselves. There’s a 7.5% implied move. But who sets that? The options chain. Both calls and puts get cooked when the company doesn’t move that much. 7% move for the worlds largest market cap? Thats a 318b (billion) implied move based on options chain. Plausible but unlikely. AMD and Intel were the only lucky god candles this year in the chip maker sector I believe. (Remember AMDs huge 30% one day move). I’ll eat my own shoe if NVDA moves that much in a single print ever

Embarrassed_Tax_3181

!banbet AMD 260 1w

paidverback

What tech stocks have you bought? I currently hold NVIDIA, AMD, and OKLO and I'm down nearly 28% on these three

RudnitzkyvsHalsmann

AMD

doctad92

if it goes to shit AMD is getting abandoned 1st

jo-erlend

But for a company like Tesla to appear to be overpriced is not necessarily a bad thing, because a lot of that has to do with simple regulation wrt self-driving cars and national investments in renewable energy. Same with Nvidia; you could say that there's no reason why Intel and AMD couldn't overtake them on AI. But the need for AI is so great that it doesn't necessarily mean that Nvidia makes less money, but rather than AI would move much faster.

TheoryInttro

Ugh. Google is not making up for AMD at the moment. I really need Lisa Su to make a deal with someone so they fly tomorrow.

ElmoLovesGrover

A few bucks in NVDA puts with end of Nov. expiration might work. Sentiment is horrible in the market. See PLTR and AMD for Big tech whose earnings the past few weeks were excellent but the stocks dumped anyway. I think NVDA will get hit he same way so this morning I picked up 3 contracts of the Nov. 28 $185 strike price put.

TheoryInttro

Ugh. AMD is determined to make up for the tiny gain on Google, huh?

JustCan6425

What other stocks rise with NVDA? MSFT, AMD..? any others?

doctad92

!banbet $AMD 200 7D

JustCan6425

If it moons, CNBC said the rest of the stock market will follow. I'm loading up on AMD, MU and GOOGL calls. Unfortunately I don't have money for META and MSTF calls as well :(