AMD
Advanced Micro Devices Inc
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Dell's $47B AI Supercycle Quarter: Full-Year Guidance Raised to $192B
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
I could have had $844k in the bank at 21, but I didn't follow my instincts. Anyone else with similar experiences?
Will Qualcomm CEO get the boot in this AI race?
White House Weighs New Round of Chip Tariffs - Politico
From almost blowing up my $80k account to now 3x original investment.
The AI Trade Part 2: How to play the current Market
Mag 10 (mag 7 plus AMD, Broadcom and Micron)
Semis Are Green Again, But I’m Watching What Happens After Nvidia Earnings
Intel is the only red on the entire chip watchlist today lmao
Took a ride on the regard bus to Wendy’s, was just about to start training
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Here’s why OpenAI/Anthropic will not go bankrupt (inference margin and training cost).
Looking for different perspectives, sell or reduce my position in AMD.
high conviction bet for the next Week - $FRMI YOLO and DD
Sk Hynix operating profit MIND BLOWING FACT + SHAREHOLDER STATS
Sk Hynix operating profit MIND BLOWING FACT
Perfect AMD intraday scalp locked in gains, so clean
Is this AI hardware dip worth buying, or just FOMO?
$EYPT: phase 3 wet AMD data due literally any day, surprised there's not more discussion Been following EyePoint
Why do some people want to hold the same stocks for (possibly) the duration of their lifetime/work life time?
Cloudflare beat and jumped 15%. Peloton beat and fell 13%. Both reported the same night.
Anyone see the huge candle tail, wick on at least AMD and NVDA at 14:16
Your "Short-Term" Strategy is Wall Street's Profit Margin
Stock Market Recap for Wednesday, August 5, 2026
Stock Market Recap for Wednesday, August 5, 2026
AMD's Data Center revenue more than doubled, but its next gross-margin guide stayed flat
AMD beat on revenue, beat on EPS, guided Q3 half a billion above the street, and still fell 9% after hours. A lot of the "margin miss" cover
Why did AMD fall ~9% after hours — right after beating on everything?
AMD Record $11.5B quarter, 50% YoY growth, stock still gets sold: AMD earnings breakdown
AMD and SpaceX both grew fast. The market punished the cost of that growth.
AMD: From up $300 to down $100. Am I cooked?
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD missed EPS completelly (Hope this doesnt affect the bullish sentiment on the market itself)
What happened to AMD? Bad Earnings?
AMD to reach ATH this evening OR go back to yesterday's price
Please AMD and SPCX dump the market tomorrow!
four green days, one red, and the red one is the only one i learned anything from
AMD Earnings: Is the AI Ramp Finally Kicking Off?
What are your opinions/thoughts about buying 3 AMD calls?
y'all gambling on earnings this week?
PLTR reports monday and options are pricing a 9.7% move. last 8 quarters it averaged 12.4%
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Mentions
I turned $120k into $550k with GME back in the short squeeze. Drove that up to $620k. Then proceeded to basically the same thing as you over the next year or so. It feels really fucking awful. I get it. I rolled a 401k into an IRA and was able to trade with it back in Oct 2024. Since then I am up 125%. I’m at $530k now. Many people would say that I’m still far too aggressive with my investments but I’m behind schedule and I don’t see an alternative if I want to retire. Here’s a few things I’ve learned that helped me change my strategy: 1. Options are bad. It’s just really hard to make money on them and the siren song of 5x-10x gains is really dangerous if you have a gambling addiction. Turn them off. 2. With 100k you can swing trade TQQQ, SQQQ etc and if you’re decent at reading the market, you can make money on these trades more than you can with options. It’s pretty easy to make $300 in a day with $100k using this strategy. If you do that pretty repeatedly for a year you’ll make 50-60% on your portfolio. 3. Buy & Hold: find some stocks you believe in, buy them when they’re beat up, and wait. I’m up 175% on IOVA, 165% on LEU, 190% on AMD, 140% on SNOW, 85% on GOOG, 30% on MSFT. 4. Don’t make your positions too big for your portfolio. Buy into things with 2-5% of your portfolio. If you have to buy the dip a few times this lets it grow to maybe 5-7%. If the position is relatively huge you will stress out about it. When you find a winner that small position can become a major driver of returns. 5. Relative to your past experience you need to be patient. If you can get 30-40% on your portfolio in a year you are absolutely killing it. Most people can’t get that. Don’t try to get that in a few weeks anymore. 6. Use this sub for sentiment analysis not investment ideas. Inverting this sub is surprisingly effective. meme stocks are especially dangerous and you should steer clear of them. There’s a lot of manipulation going on in here. In summary: with $100k in your pocket, you’re not fucked. It’s just money and if you slow down and stop gambling you can get ahead.
I assume you mean you bought shares to sell calls and those shares lost value and you’re like damn those premiums don’t offset the loss in value. Yeah that sucks but technically they haven’t lost anything if you don’t sell. As long as you believe in the stock and it’s a good profitable company. I got lucky and road the AMD wave and the premiums were insane. Sold that recently though because it’s a little too volatile for me even with the nice premiums. Also PLTR and more recently AVGO. Also SPMO etf but the premiums pretty weak. I also got lucky with taking a risk on a far OTM LEAP with Paycom (PAYC) that went ITM pretty quick and I still have like 2 years left. So I’m selling poor man calls on those. I used to work there so I knew it was selling too low and they have a good product. I always pick favorable deltas and people like OP always gamble on it. Sometimes have to buy them back to close if they actually do get too close to strike for my liking but more often than not they expire my favor or I cash them out and keep 80 to 90% premium and do it again. All in all I probably collect 3 to 5k a month depending if I have to buy back any because I don’t want to get assigned. Won’t get rich but it’s nice extra income and safe (covered not naked).
I can relate on the gain part I got into AMD back in 2025 went all in and end of June peak I was sitting on an unrealized gain of 2.1M. It has since pulled back and now I’m at 1.7M gain. Im still holding because my thesis hasn’t broken and I will probably get out sometime next year. The market hasn’t slapped you around you’ve shot yourself in the foot by being overly emotional. Just invest in high quality stocks, don’t sell anything short term, if you’re going to get into options don’t buy them only sell them, and stop being a fucking idiot haha
If you have any extra $ just sitting there, why not look at some long shots or penny stocks? I have a HYSA, 401k, and individual IRA. I usually have some $ left to play with after bills are paid and my “savings” accounts are funded. I enjoy going to the casino from time to time so I see nothing wrong with taking a few hundred just sitting in my brokerage and looking at some long shots. It’s how I managed to snag AMD at \~$2, I just wish I got way more but at the time I spent what I felt comfortable losing. I’ve had some dogs (SPCE from several years ago, ouch but fortunately not that much). I don’t see what I do as particularly risky.
Edge AI is great for latency/privacy, but it doesn't train frontier models. NVDA/AMD capex is mostly hyperscalers (AMZN, MSFT, GOOGL) doing training + big inference.
**J**ensen has more money than he can use. He invested $3.5 billion into MediaTek, bought Hugging Face for $12 billion, and returned $26 billion to shareholders via dividends and buybacks just in one quarter 🤣 I think the reason why Nvidia buys these minority stakes in supply chain companies like Nokia, Marvell, Coherent, and MediaTek is to block Broadcom or AMD from buying them later.
PE is a bad metric to evaluate AMD due to the Xilinx acquisition. Shorting AMD is the best way to go bankrupt.
Tbh that is the chip company Burry should be shorting instead of Micron. AMD pe is too big
I'm down 60% on MRAM I almost bag held RXT but managed to break even, I jumped on it a few hours too late after the AMD partnership and managed to average down and get out by the skin of my teeth. I also barely saved myself from the ONDS dilution, and have small AMPX bags.
Sold AMD and Intel in 2022 for a significant loss. Haunts my dreams.
And GDP basically excludes a massive portion of US company production, e.g. NVDA chips. AMD chips. So much off shored since 2000. But most people don't know this and just grab stuff they think is naughty.
Not necessarily a trade but life, in 2016-17 I was just out of college and some friends told me to invest in AMD and NVIDIA I used the small disposable income I had to do it. I also invested in Apple, Tesla, and a couple other companies related to tech. In 2021 I used all that money up during Covid to go back to school, pay rent, and just survive. It pains me to no end knowing how good I would have it if I could’ve found some way to leave that money alone. I constantly think to myself was it worth it? I’m happy in my new job and life but I also struggle financially living paycheck to paycheck. It’s more of a, did I make the right decisions in life. And I try not to do it too often because then I find myself in a tail spin of depression thinking about every choice I ever made. That funk can take me weeks to get out of.
Shorting 5000 shares at AMD at 371
Sold 300 shares of Palantir to break even at $29 lol I was extremely happy too, I was bagholding forever. I had 8 contracts 150c for AMD too and sold last summer. They didn’t expire until Feb 2026.
Selling almost 200 shares of AMD at 150 with a cost basis of 100 two days before it went to 200. Which of course is now doubled. I still made money but I held that pig for two fucking years. And I keep doing it. Did it with MRNA. Did it with GEV. I need to stop reading FUD Made me buy a house. These trades make me sick. At least I can enjoy a house. Took a break and lost more gains. But at least I like my house And no haven't stopped with options, first contracts I ever did ended +3000% FTEK and then I gambled the entire gains twofold away. But I still buy em sometimes because I'm a degenerate
bought $AMD 470 0DTE calls for $2.50 sold for $4.50 felt pretty good until they closed at $7.50 smh my head
it was a pretty strong power hour for $AMD idk what ur talking about
Bought AMD IN 2020. It's up 700%. Sadly, I only bought 27 shares. Happily, I still own it.
$AMD grew revenue from $5.5B in 2014 to $25.8B in 2024 under Lisa Su. That makes the CEO thesis worth testing with execution and capital allocation not charisma. Leaders matter most when strategy changes the earnings base.
Well nvda it really does look like AMD is top dawg around here pipe down
I don't care that it's green on the day, I care that it's moving divergent from AMD/MU/etc
Time to load AVGO, with AMD, MU, SNDK & SMH
Up $500 from scalping AMD, MU, and SNDK all morning 😎
AMD time to push the 🐻 out
Told you guys to get on AMAT AMD ALAB. They got severely beaten to death
Boohoo. Intel AMD, Nvidia, Oracle all up.
I sold AMD at $160 and moved that money into NVDA. AMD rocketed shortly after. Win some, lose some. I've learned to not look back.
AMD. I held that puppy through a nasty drawdown and sold out into strength, thinking I was being responsible. It rocketed up in the coming month.
GE MU AMD so many winner sold too early. Spgi and CRM was buying into a higher PE and getting humble pied by slower growth or AI concerns and not understanding the management in spgi was destroying value in a great moat by buying subpar business
+20% AMD day or I will not be happy
Thanks! Yea did consider and have owned many of those (still do have AMZN, Meta, MSFT) did well on Sofi before it dropped off. But my reason for not including them was I saw less potential growth than 100% over 5 years in those names. I didn’t look yet at Reddit or AMD so will have a check.
I like those names specially Googl, TSM, and NVDA. I would also suggest AMZN, Meta, MSFT, AMD, Sofi, reddit. I personally like to be well diversified, so I have about 70 names in my port.
AMAT ALAB AMD free money
**BanBet Won** — /u/Plisknoob (3W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $456.66 → $460.00 | +0.7% | 12h 29m | Won |
im inclined to believe AMD will never hit 600 a share because that would mean 10% of its market cap is handed over to meta
AMD coming back to party
Look at the bottlenecks to scaling intelligence to insane levels from here, that should show you a pretty good roadmap. Energy, memory, storage, high speed networking. Besides memory, in the US, energy is the biggest bottleneck I see. SpaceX's space datacenter thing is largely a response to that, making solar into reliable baseload for this in a way that's largely immune to the datacenter political blowback. I think the Taalas approach is pretty interesting (basically hardwiring the weights of a specific model into an asic, so that it runs at wire speed, doesn't need memory to page the weights into a GPU, and it's many more tokens/joule). But if you have a model that's recursively self-improving, then taping out new asics for every iteration becomes a bit of a chore. But AMD recently bought them. I'm expecting really interesting things from them. I have money on nvidia (since 2016), TSMC and ASML (2021), Cerebras (2021), and SpaceX (since 2019). I think open weight models (thanks Chinese labs!) are likely to suck a lot of the profit out of the model layer, but I feel pretty confident that the companies at the core of the hardware supply chain will do super well as running models gets cheaper and usage explodes. I might still drop money on the Anthropic IPO, their revenue growth chart is absolutely nuts, and maybe they'll find a way to keep people paying them even as open models get good enough. Also, AMD chips like MI350x are becoming a credible competitor, but they seem to be very supply constrained, and when I was shopping for a lot of inference capacity a couple years ago, the people I talked with who were trying to run AMD's DC inference servers didn't have nice things to say about their maturity. But it's been a couple years, maybe this is finally the year!
Loaded up on AMD today
I have some AMD at just over $2/share, but not quite enough to be worth a million today.
Not one stock but I sold a lot of them too soon. I sold Tesla, Apple, MU, AMD all too soon. But held enough to make it.
AMD is rounding out so hard, puts should be free money?
Nvidia continues to be the king 🤴 🙌 👏 AMD, Broadcom, and Marvell are ass (btw I own all of them, but Nvidia outperforms all of them)
everyone and they moms in MU, but regards like me full ported AMD cuz we think 5 steps ahead
AMD could pop tomorrow morning at 4am with its “Strix Halo” debut at the conference. But I expect a sell off cause it’s already leaked. We’ll see maybe MU will get the pump.
After hours of reading charts and pretending to know how indicator works. I predict AMD will go up 460 tomorrow. (I kid. I flipped a coin)
**BanBet Created** ▲ | **Record:** 2W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $460.00 (above) | $456.66 | +0.7% | 23h 60m |
The debt includes lease agreement between 5 years to 19 years, not counting DC built out delay. Also, data center hardware does not depreciates as fast as people think. Take AMD Milan servers (released in 2021) as an example. There are still plenty of neocloud renting them out. They are not on the first tier of pricing or service, but they can still earn very good revenue.
Why would I buy AMD over Nvidia? Nvidia has higher growth, higher profit margins, a more dominant moat and it’s currently 4x cheaper as an investment $ for $.
I collaborated with Intel, AMD, Dell, MSI, ASUS, Gigabyte, G.Skill, Arctic, Razer, HyperX, Crucial, Cooler Master, Seasonic, Seagate, Samsung, Motorola, Pioneer, Mackie, TP Link and more. My business is doing great.
no way AMD crept out of the shithole
hi AMD if you’re saying this i sold all my shares already you can go up now lolll
Another day of AMD teasing both bers and bols with the flat shyt
1. 25b cash 2. AMD deal up to $100b 3. IPO
Nvidia owns the space, Broadcom fighting for the small piece of pie that’s left to them. I’m sure it will grow as the whole pie does but I like Nvidia, AMD, and the memory names more. I own all of them but not as excited about AVGO
Old thread obv, but so interesting how far AMD has come since this convo
Wild to see all this chatter about it AMD 2 years ago to now
AMD deez nuts. Thank good for NVDA today
AMD is such a piece of shit
just realized that AMD guy doesnt comment anymore lmao
This game I am not good at, literally everything I was watching yesterday is up 10% and I have AMD calls down 90% and limp dick Oracle Calls
SOXL under 100 and AMD under 450 I’m gonna get fuckin margin called 😭
Man FUCK AMD come the fuck in bro
AMD just go to 0 already ffs
Anyone want to tell me why AMD sucks?
Don’t do me dirty AMD
what is going on with AMD?
the ratio for cpu's per gpu is going up, and AMD has the best ones. They will also go to rack scale with vera rubin. Next quarters you can expect the stock to go up significantly
600AMD calls for september was NOT the play..
AMD has yet to touch 1k , not overvalued yet
People expect AMD to get into the AI game.
No, just a second or third tier semiconductor producer. They don't really have a leg in the AI craze and had their server business eaten by AMD, they had a nice pump due to US subsidies but that fizzled out.
What do you think is "sus" about this lol. Should they have financed them to buy AMD gpus? Should they have not invested in up and coming technologies related to them? Should they not take payment for the gpus they are selling? Should they not try to convince companies to develop products that use their technologies? This is totally normal, smart behavior, it's nothing special, it's very common for tech companies, and is pretty ordinary for businesses in general.
In reference to GPUS, (datavault), you probably seen some posts about insiders bought recently, ignore it unless you want to be exit liquidity (it will get diluted) - They do not make any **G**raphics **P**rocessing **U**nits, (the dedicated component responsible for computer graphics, etc) - it's dog shit - It's not the next Nvidia, AMD, Intel (yes Intel used to make dedicated, non-integrated Graphic Cards.) - it's not a hold stock (it's not VT, VOO, VTI, etc, etc)
Yes AMD came out of left field and started stapling absurd amounts of memory to its chips to compete with Nvidia, it worked, until Nvidia was like hey nice idea you have there watch me do the same. In the end it didn’t even help AMD lol.
Arm designs CPUs and Jalapeno is an accelerator which still needs to be paired with a CPU. However OpenAI uses AMD for that which makes sense because Arm is way behind here.
Yes, puts on PLTR, CRWD, PANW, AMD and ... ARXS ✅ personal list 😁
That too. Still not as bad as AMD. Not sure how AMD keeps getting away with a TSLA like valuation
AMD calls for theta’d to oblivion today. Semis not moving unless your name is NVDA
Nvidia just fucking owns Broadcom, Marvell, amd AMD This is Nvidia's show and the other guys are just riding their coattails
AMD correction almost done methinks. Buying calls in a couple weeks
Will AMD ever go up again
I bet AMD opens red again tomorrow its definitely becoming the advanced money destroyer again.
Yeah AMD has been trying for decades... If they can't do it let alone Intel no one will.
AMD has only lost me money. Don't ask when I bought
why the fuck is AMD red
sure. long term AMD will do fine too. I agree about AI, and AMD is a great business granted i absolutely can't imagine holding it when there is Nvidia out there, for far better price, for far far far better growth, but otherwise i agree, and i held AMD for a year, from 200 to 500
AMD hit me with the mega fakeout
That's what AMD gets for investing in SPCX. A bunch of DBs