AMD

DonBonleone

AMD is fucking me

Mathguy200

AMD better fucking reverse course. This is a shit show

DonBonleone

AMD and Apple are squeezing my fucking balls

Kind-Recognition4528

AMD is being very Ghey.

nemik_

AMD is basically leveraged NVDA since the past month

The_Albertino

Blew up the port in 3 days chasing AMD, goddam tariff news so random

LookOk1623

AMD back to being absolute utter garbage

fiyero38

Who shat on AMD?

LookOk1623

Rarely is AMD this flat for 20 mins

DoublePatouain

Some months agout (i talked about january), everyone sh;ttalked about AMD like the loser of AI, the little one which wants to beat Nvidia... Everyone said the stuff from AMD is weak. And now, everyone talk about like Rocky in Rocky 2....

Necessary_Fly_9266

AMD keeps teasing

Mathguy200

lol @ ber… AMD $190 EOW

tbhthoughtless

Nice fakeout AMD

Effective_Dog3089

AMD big green dildo.

Im_Still_Here12

>but the gap's wider than most think It's not a gap. It's a friggin chasm. I'm wondering how old the OP is and if he is even in IT. If he were, he would know that AMD is getting lapped every year by Nvidia.

DirectionOk9296

When AMD started going up should have known it was top of the market. No way was Advanced Money Destroyed getting above $200

Pink_Squadron_Medic

AMD is being a piece of shit

terabugkingambit

AMD 200$ in 4 weeks

Mathguy200

I guess I’m not paying off my MacBook with these AMD calls 🥺

microww

It is said that Trump wants to coerce AMD and Nvidia to order from them, in exchange for being allowed to send Chips to China. Or he might even ask them to buy Intel.

Captobvious75

Im long RDDT. Like, 5+ years. Same with AMD.

sandygws

NVDA and AMD will be exempt from tariffs because they'll be manufacturing at TSM in Arizona...

ContactSad5308

But what would I buy if I dumped AMD today

Hungry-Brain-3287

I convinced my wife to walk away from AMD in April, we took the remainder and dumped it into HOOD. She hated taking the loss at the time, but is very happy with her 200% gains in HOOD. Opportunity cost

triwyn

I’d bag hold that shit until November bro. With the volatility in AMD for whatever reason, there is no way I would sale at a loss especially when you can go from red to green in a matter minitues in your position with this stock. The volatility on AMD is almost criminal if you ask me, which you did… I feel it should be close to 200. But what the fuck do I know? I feel I should mention there is no bias here, I promise you that. Quite the opposite if anything. Su Bea has really pounded my anoos into a beat up catchers mit the past couple weeks. She’s done so without so much as a reach around and I still feel that way. She says she loves me and if I wouldn’t make her so mad she wouldn’t have to do those things to me. It’s my fault really.

ContactSad5308

Sell 300k worth of AMD at this price? Average cost 183.8, or keep and wait for rebound

rasmusdf

AMD

edvanced1031

$PLTR $AMD $TSLA lets gooooo

ContactSad5308

thinking of going full port 400k$, and hold till mid sept, need around 4% upside to cover losses from AMD. Probable?

IsThereAnythingLeft-

Catch a grip mate. You say it’s expensive to have two sisters but it is actually cheaper since they will get the same compute for less cost with AMD! That’s why the hyper scalers are already ordering which you seem to be forgetting

bubbawears

Fuck it, sold some AMD for UNH shares.

The_Albertino

AMD calls, lol

Icy-Garlic7552

Hit AMD last Wednesday for 200k lol

hadowajp

Intel is pre Ryzen AMD right now so 10x isn’t out of the question… -90% is also in the cards 🙈

No_Complex_2603

I like myself some AMD, lost out on where I’d feel comfortable full porting on it because of my play of Intel earlier in the year which failed. I pretty much only full port btw.

uJumpiJump

I didn't buy AMD at $2 because my buy order was sub $2 lol

nirvana_always1

Wrong thing I did was sell covered calls when I didn't even have to do anything. It was just my mind trying to say do something to make some money. Missed out on 50k worth of profits from getting assigned on my Nvidia,AMD and MSFT covered calls.

JustGoFly

I'm 65, retired for the years, I had heard the mark was a net worth of 1.2 million, but that really depends on your planned draw after you retire. I hit 1 million at 50, 2 million at 60. 7% yearly was as good as I knew at the time. Retired at 62 with 2.2. am 65 and into VTSAX, FSK, VWUAX. got lucky having bought Nvidia at $10 for 1000 shares, stupidly sold at 110, because advisors valued the stock at $90. It'd be over 10x if I held. Bought Oracle at $4 so many years ago, bought AMD at $10, sold a week later at $110. I do have a bunch of my IRA in the standard retirement funds. We live of of one that is worth $500k and hasn't been reduced in the years of retirement and all the others are growing. 65 and net worth had grown to 3.2 million. My biggest mistake was putting to much into retirement funds and not enough into ROTH. Here is what I think you should do: 1) calculate the top of the 12% tax bracket, married it's somewhere around $126.95k 96,950 +30,000 2) always do the company match, but try not to put any of your income upto #1 amount into your 401k. Put in to reduce your yearly income to the #1 amount. 3) instead invest it personally, when you retire you live off this amount, and take the full 12% amount and roll it into your ROTH. You can write a check, pay the taxes (20%) add that 20% from your savings, and roll it all into your ROTH I have about 1.8 million in IRAs, and I'm going to have a really hard time spending that without paying 22% taxes to gain access to it. I could have had alot of that in personal investments had I not been so aggressively adding to my 401k.

FyreDash

AMD

Overall-Fold-9720

Sprinkle some AMD or SMCI on top, to make the ride funnier

imysobad

As a gamer I knew NVDA and AMD must be the next big thing but I was 23 and no one ever taught me anything about stocks

DonBonleone

I’m on AMD NVDA and AAPL calls. I did not mean for this to happen oops

Powell143

AMD 200 eow

Spl00ky

>Wasn't that Finished in 2022? How does this impact the current PE? It's amortized over 10 years >Now at 100 Looking at the P/E ratio doesn't really tell you anything useful. AMD's P/E was 1285 back in September 2023. >IMO people thinking AMD will make the same money as nvidia or better. AMD is more of a TAM play. Even if they can take some market share from Nvidia, they can do alright. I doubt they will be able to surpass Nvidia, but I own shares of both companies just in case.

Revolutionary_spam

Why not long AMD and short NVDA as a pair trade where you’re basically betting on the market share/monopoly shrinking?

Mkrause2012

I know Nvidia. I own Nvidia. AMD, sir, is not Nvidia.

hanginthereC

Fuck yeah! I bought calls for AMD earnings when it dipped. Let’s say thank you to those retards who panic sold

moosewithamuffin

Holding AAPL, AMD, NVDA calls this week, let’s get that bag boys!

Tim_Riggins_

Haven’t trimmed but sold calls in RKLB and AMD

johnny_51N5

Wasn't that Finished in 2022? How does this impact the current PE? It was leas than 70 a few months ago. Now at 100 Nvidia has 50ish with insane earnings. IMO people thinking AMD will make the same money as nvidia or better. Which I am a bit skeptical tbh. Yes they make good money but Nvidia will still be the top dog even in 2-3 years.

Over-Boysenberry-452

AMD read up on the difference between monolithic chips and chiplets and think about the AI boom longterm not just the here and now.

Kitty_Katzchen

1. AMD - got more growth potential if Helios hits big 2. NVDA - would be safer bet but less return

Mathguy200

I wanna see AMD $190 tomorrow

Plumrose333

I’m up 50% this year on AMD. 10x would be insane but I honestly believe it’s possible

LucreziaBorgia210

AMD and Chef Charle’s SMCI

HARCYB-throwaway

Wait you can stake AMD shares?

Spl00ky

AMD's P/E is high because of their all-stock acquisition of Xilinx

aioliravioli

AMD is the ETH of chip companies

TheoryInttro

Watching my AMD nervously. And considering betting on Roblox tanking some more.

Feisty-Sound-5157

AMD open 200

PaperHandsTheDip

The rational for my approach is more or less - look for events that I believe the market overreacted to - make leveraged bets using leaps & take profits if it recovers. Then repeat. It's worked well for me. You're thinking too long term. It's sentiment that moves markets - not fundamentals. The only thing that actually moves a market is when someone clicks 'buy' or 'sell' and that action is mostly driven by how they feel. Yes - it's an incredibly high risk approach to investing & the risks are not acceptable for most people. I held AMD thru an 85% drawdown as I bought the leaps in Jan. I thought it was undervalued then... unfortunately tariffs hit and it faceplanted even further from 120 -> bottomed at 80. I don't have a magic lantern, I'm just taking bets that I believe are positive expected value. The reason for NVO (and UNH) bets were that I believed that the *entire* healthcare sector overreacted & it would bounce back within a few years. I got insanely lucky with my timings - yes - but these bets were intended to be longer term ones. It's why I rolled my UNH. I took profits - but still wanted exposure. NVO is likely going to be similar. I basically just bet on solid companies that I believe the market has overreacted to & will probably recover.

Illustrious-Coat3532

AMD

PaperHandsTheDip

Would you believe me if I said I also got in AMD? O.o (I bought leaps in Jan)

PaperHandsTheDip

I hit front page on /wallstreetbets twice with my bets - that's gotta count for something. I got leaps on AMD, UNH & NVO this year - giving me triple digit returns on my entire portfolio. Values alright on NVO - industry is growing (estimated to be worth >150b within 10 years, up from ~$15b today), products are competitive, shortages everywhere. The only competitor is LLY which already owns the US market. So what - they're not US. Why does that matter? Why should I care? The market has already priced them out of it / given LLY dominance. There's only upside here. If NVO grows in the US - great! Price goes up. If they don't - market is assuming exactly what you think above. There's only upside there. What am I missing?

AfraidAnalyst

They’re the stable coin of the AMD Federation

Cease-the-means

Why would they still be listed on exchanges in the AMD Federation?

archfapper

I bought AMD at like $2.50 in 2015, I would like it back please

Birdperson15

I know, but AMD isn’t even in the same league as NVidia for AI GPUs.

Birdperson15

10x for AMD be 2.8 trillion dollar market cap.

DiamondG331

Just like you, there are many investors sidelined waiting for it to drop to invest new capital. It will have to go down for new investors to get in before it can continue up. No you should not buy calls now. Intel and AMD sold off after earnings recently. The market is at all time highs. Be patient. You can get f’d big time. Even if it pops after earnings, you will have to plan to sell those calls shortly after or there goes all your profits. The fact that you’re asking about ‘going all in’ signals you are not an experienced trader, perhaps you’ve yet to learn that lesson. Since you’re asking others’ opinions, trust us on this one.

wrongrobertpatrick

KTOS ASTS RKLB LEU CCJ HON (3 way spinoff + quantum tech) AMD (inference; 2028) LUMN JOBY (intel’s largest holding) Teradyne (don’t underestimate the potential demand for robotics and automation)

inditingDreams

10x is tough to predict, particularly on more than a 1-2 year timeline, this would probably require a lot of hype/over-valuation at some point for any given stock That said, my bets that could potentially 3-4x in 1-2 years from now are NBIS, ONDS, AMD, and AMPX (listed in the order of more to less likely)

fallingdowndizzyvr

> if AMD was to be seen as a good alternative, wouldn't they then be subject to the same restrictions? They are already subject to the same restrictions. The export restricts aren't specific to Nvidia. They are generic based on compute power.

NinoAllen

lol I’ll never choose AMD GPU over Nvidia.

Coreyahno30

I’m hoping AMD can manage this 

Powell143

AMD to 200 wow

cbusoh66

They can re-invent themselves, look at AMD, where they were and how far they've come. Intel's problems are real but overblown, definitely fixable.

Ghibli_Valkyrie

yeah the ecosystem lock-in is real. we're dealing with this at work (fintech startup) and once you're in NVDA's stack, switching costs are brutal. like trying to migrate legacy code but worse. AMD's making progress on the hardware side but CUDA's moat is deep. still think geopolitics could shake things up more than the tech fundamentals suggest though

cbusoh66

Don't think the market has digested the 300% semis tariffs comments yet. I don't think he's being flippant though the market still thinks he's bluffing as usual and will 🌮, but this time, he means it. The whole thing, along with the Intel news, is aimed to shift chip production and supply chains from Taiwan and S. Korea to the U.S. They're going to force NVDA, AMD, QCOM, AAPL, and others to use Intel foundries and then get a cut that will be deposited into the U.S. Sovereign Wealth fund. Obviously it won't happen overnight, but we're going to see some crazy moves by some of the big semis to reposition themselves in the next several months. I still stand by my prediction that INTC will see triple digits by 2027.

Simulated-Crayon

The reticle size limit is going to reduce to 400mm. That means Nvidia won't be able to do monolithic designs in a few years. Blackwell is 800mm. Chiplet isn't something to balk at, it's gonna be a requirement to use the fastest node. Further, AMD can use 2nm for GPU right out the gate, Nvidia monolithic can't do this because yield is low on huge monolithic designs until the node matures. The writing is on the wall.

Simulated-Crayon

You are getting down voted, but I can see all your points as very valid. AMD is set to grab 10-15% of the AI GPU space. Reason? Simply, the demand is higher than Nvidia can provide. Then you have the geopolitical fall out like you are pointing out, and suddenly AMD looks pretty good to China. Open source is desirable for state actors. That's the reality of it.

usernameistemp

AMD has been building a crappy version of CUDA for over a decade now. They still haven’t gotten it right. Maybe this Chinese company will pull a DeepSeek, but I won’t believe it until I see it ie the hard part about CUDA is maintenance. You have continue the support for future upcoming chips and you have to get open source projects like PyTorch to buy into it

DiamondG331

NVDA, I would not buy a Put, sell a $190/$195 credit spread. AMD and Intel sold off after recent earnings. Sometimes it’s not worth the risk to play with earnings trades though.

Eastern-Shopping-864

Wrong: Bought a speculative stock that has no real world utility and won’t for years to come if even that. (LUNR). Lost a boat load on their failed landing. Cost average of like $19 and sold at $11.7. Right: Bought into companies that actually have strong fundamentals or an actual future market. I switched to ASTS at around $25. Held it through the $17 dump and now I’ve recovered most of my losses from LUNR. Plus some AMD that doubled my margin account. Moral of my story and my lesson to myself is to only buy things I can see a real world use for. I’m happy with the risk of speculative stocks as long as the reward is worth it. LUNR reward is not worth the risk. As far as I’m concerned ASTS and AMD are my top holdings and I’m no longer trading. Only holding and not trying to time anything

cromwest

I sold AMD at like 12. AMA

Boring_Clothes5233

The play is INTC, not NVDA or AMD. Thank me later.

Adventurous-Goal478

NVDA, AMD, AMAT, ICHR; alternatively I just might buy 10/17 calls on SOXL. 🤔

One-Stress-6734

Who’s surprised? What Intel or AMD couldn’t achieve, China will.

LetsGetStonks

Principles and theories aside…. it’s still Intel. This is the company that had a top spot in the market and is now fighting for scraps as a result of bad management, bad QC, bad business plans and product quality that lagged behind nvidia and AMD. Why all of a sudden would anyone trust them to build a decent chip, regardless of where it gets produced?

OffToTheGpuLag

I've sold about 100k worth of premiums on deep itm puts on AMD. It's a good idea and I personally really like it. The upfront premium is cool cause you can then buy stock and go double long, either the underlying or a "safe" etf that hopefully returns 5%+. I haven't ever been assigned, but dont go too deep where assignment is super sensitive to a medium price move, and far out enough where theres fat time value. I usually just look at the OI and pick a few strikes down from where there are open contracts already. Even if you do get assigned, they forfeit the time value left in the option so if you just sell the stock and re-sell the put same day you'd make a profit.

737northfield

> > > > Copy pasted from my RH account. Can't submit photos. I tossed this into Gemini and I'd have a cool $86k today if I held. Fuck. My. Life. I also have a few buys of AMD at around $12-13 share. Not large enough to be life changing. Still funny to look back on. I was a smart kid. Wasn't smart enough to hold onto that money. I sold those Nvida shares a few weeks later to buy a 220k mile Lexus LS400. Smart.

737northfield

* People said the market was overbought and irrational in 2021 after the covid runup * People said the market was overbought after the lightning fast recovery from the 2022 dip * People said the market was overbought and irrational in 2024 * People are saying the same shit now. I distinctly remember being in high school around 2016-17 and being all about AMD and Nvida. Nvida hit like $120 a share and I was like "wow that's insane and just hype at that point" My stupid fucking ass would be a millionaire many times over if I just bought Nvida vs. dicking around with random stocks.

B16B0SS

You know who also needs to go through TSMC? Intel. Their own fabs suck so much that they cannot design products that compete with AMD. There is a huge leadership problem at Intel. The pay good salaries, have/had the best talent, and it must be run so inefficiently that they just cumbled under their own weight I'm not saying that INTC wont attract a US stake .. I also see it as likely and the "leak" was just done to test the waters. However, I would be caution as to whether or not US cash will save the fabs business. I would be concerned if AMD and NVIDIA are forced into using 18a and 14a to avoid tariffs. I might help intel, but it will slow down tech progression

Mother-Chipmunk2778

Honestly AMD seems to be driven by hype and retail and hopes it’s the next Nvidia, but it’s not, and it won’t ever be, and it’s gna likely drop back to reality, just saying, don’t shoot me

WingWorried6176

It drops back to 3 tril market cap and AMD goes to 1 tril market cap

buy-american-you-fuk

IMHO: from the perspective of a "small player" programmer ( that's me ): CUDA, as a technology, is NOT required for AI per se, just makes things "easier" on NVIDIA chips: "CUDA is a parallel computing platform and programming model developed by NVIDIA that allows software to utilize the processing power of NVIDIA GPUs" ... in the same vein: "AMD provides a software platform called ROCm (Radeon Open Compute platform) as an alternative to NVIDIA's CUDA. While CUDA is specific to NVIDIA GPUs, ROCm is designed to work with AMD GPUs and offers similar functionality for GPU computing and parallel processing." which is exactly what you want for AI

PumpzandGainz

If you are balls deep in NVDA is there a point taking 1 ball out and putting it into AMD ? For overall long term play, not short term % movements

Miirrorhouse

NVDA's full stack advantage is huge. AMD's catching up but 5% sounds about right. Everyone's talking like AMD will explode, but the gap's wider than most think. Those analyst reports don't lie, NVDA's ecosystem is just too dominant. Still holding both though, rising tide lifts all boats.

kalakesri

China is going to go for national chip production and flooding the market with cheap GPUs. NVDA and AMD are cooked

AppropriateRefuse590

It’s not just about U.S. export restrictions—China is now caught up in the domestic “self-reliance” narrative. Choosing AMD, which is open source, is a safer option for Chinese companies, while Nvidia is being increasingly pulled into Trump’s political maneuvering.