AMD
Advanced Micro Devices Inc
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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??
Gamma setup into next week — SPY’s pinned in deep positive gamma, $AMD $PLTR Earnings
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
My research on Memory Makers and AI to better understand where the business is going
My favorite people I wana gamble‼️ if you picked 1 option to day trade tomorrow what would it be!
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
"Buy the dip" but ok what is the final dip after -40% of loss ?
Am I the only person that believes the 40 or 50 peace deals that pumped the markets was super unhealthy?
I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
Mentions
So I have open calls on AMD, Cohr & Nvidia....rough day
AMD you cuck! Is your CEO SHORTING YOU AGAIN?
God pls this is my wishlist INTC 140 AMD 560 MU 1500 SNDK 2000 Please and thank u
AMD can you unkill yourself
friendship ENDED with $AMD, $MU $COIN, $MSTR are my NEW BEST FRIENDS
When are you buying AMD
So where’s the AMD/INTC news to be down 10% in 2 days?
Shorting AMD is free money!!!
Fuuuuuckkkkkk meeeeee EVERYTHING IS GREEN EXCEPT SPY AMD NVDA WTF
Buying more poots on AMD. Because fuck you
Hey AMD you can go back up again
Is there actually any reason AMD is shitting its pants??
Perfect example where in the long run it’s better to just play options on the indexes. Market is ripping and fucking AMD is -4%. That’s why I only allow 30-50K in individual stock options. Rest goes into crypto gold and spx
Bought AMD calls instead of SPY smh
Might be time to get some AMD calls. 🤔🤔
Bought puts on AMD. V incoming!
AMD jumping off a cliff on the no news… love it
That was my thought with nvidia for years as it continued to rise. That demand would eventually falter as DCs are built to capacity, then what? But my thinking now is based on the generational upgrade semis are achieving, and somewhat ironically AI enabled chip design leading to significant efficiency and performance gains, that hyperscalers will need to continue to invest in newer chips, but less power generation and new construction, will allow both semis and hyperscalers to grow with the latter capex moderating over time. I see AMD and nvidia as having good moat due to complex chip design and software (mostly nvidia on SW but AMD is making good progress). But memory I see as a commodity that doesn’t have as big a moat but just currently massive demand that will be cyclical and warrants skepticism on growth beyond a few years as capacity is built out
Bollinger bands tightening on AMD 🤭
can AMD pump for once when I have calls jfc
AMD loves to kill itself
I’m about to get stoped out of AMD. Why tf is it down???
AMD just dropping $11 out of no where smh
Love me an AMD classic
AMD iv low. Will likely run up into NVDA earning usually does. Going to take a stab today
Have a tingling sensation in my balls to buy AMD puts at open
Need a big beautiful AMD Pump
AMD back to 526 pretty pls
The bubble popping doesn’t mean Qualcomm, Nvidia, AMD or MU go away, they just get a reset in valuations. Take Nvidia: good company for sure, but does it make sense for it to be the largest company in the world and way ahead of 2nd place? Nvidia tried to diversify away from gaming years ago and keep growing, but then started chasing every tech wet dream (crypto, AI) acting like a drug dealer to Wall Street. Even though Wall Street wouldn’t want to bubble to pop, at the same time it doesn’t keep inflating Nvidia stock which didn’t hit another ATH for 3 months now. Why? Probably because they realise that there’s a problem with this infinite growth scenario and that AI can’t get bigger than the entire US market.
Its not bubble popping stock goes up and down, Good comapnies like Qualcom, Nvidia, AMD, MU are here for long term , other hype companies like NBIS, MRVL are over priced their price will come to realistic level, between that idiots are trapped and large fund makes easy money due to small float and so called AI.
NVIDIA is selling the AI infrastructure. AMD is selling it. Broadcom is selling the networking. Micron, SK Hynix and Samsung are selling the memory. TSMC is making the chips. Arista is selling the networking gear. Vertiv is selling the power and cooling. Dell and Supermicro are selling the servers. Who the fuck is buying? And actually making a profit from what they bought? Don’t say fucking lovable.
If the latter happened, you will be in a world of pain with 1m fx, this include short positions of 500 AMD at 510. If the broker already closed your positions, you got ding by fx on both the buy and the sell. Noob mistake that could probably cost you 20k cad. Update us tomorrow, degen.
Yes, AMD and SPY. Notorious for being low volume
I swore I saw AMD at 523 yesterday morning Pre market
Huh AMD flat? Like compared to what $applovin. Nvda having news everyday and moving 1 dollar is frustrating. Selling put credit spreads on $amd 30 bucks below the underlying asset price and getting wiped out on less than a single day is account busting.
AMD put bought and it decides to go up this market really be. Trying to hurt me
This whole situation reminds me of this semi-famous quote: > Real men have fabs -AMD co-founder Jerry Sanders
Hyperscalers have no reason to worry about depreciation. They're not producing the GPUs, only being the middlemen. Their contribution is setting up the datacenters, figuring out power and cooling and the software stack on top. There's two ways this probably plays out * GPUs stay expensive --> Hyperscalers can resell the depreciated GPUs at a decent price while refreshing their stock. * GPU prices crash --> Refreshing their hardware turns out to not be that expensive in the long run. They win either way. The people who need to worry about GPU depreciation are the vendors (Nvidia and AMD) since old GPUs compete with new GPUs.
Any jan 27 calls stand out as a screaming buy I finally have some money coinciding with a dip. looking META, CLS, COHR, AMD, AVGO right now.
#Reverend Bearhunter: "O Lawd of the Nasdaq, we beseech Thee: let NVDA soar, let AMD rip, let Microsoft, Amazon, Google, Meta and all blessed tech stocks rally unto the heavens. Cast away the bears, smite the bond yields, turn every red candle green, and deliver us from the temptation to panic-sell. Let our portfolios swell with glorious tendies, our calls become deep in the money, and our brokerage accounts shine like the gates of heaven. In the holy name of Buy the Dip and Send It, AMEN." LMAO🤌
BE AMD MU SNDK NBIS taking Ls
Ngl that ytd AMD chart look goofy as hell
Is now a good time to buy AMD?
AMD the king of dumping
Longer than the GPUs can physocally last? I don't think they depreciate their GPUs over decades. Afaik there is a lot of talk if 5+ years depreciation schedule is too long, with critics saying the hardware is obsolete after 2-3 years (with which I don't agree, Nvidia and AMD are stagnating).
Is AMD a penny stock? Moves 10% like nothing
AMD loves shitting itself
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
SNDK took a massive hit (dropping over 10%), dragging down other heavyweights in the QQQ basket like Nvidia, AMD, and Micron.,,,meh same ole shit btfd
AMD stop being a PoS for js a sec
Fuck you AMD just die you piece of shit
What do you guys think, why can’t AMD just flood the market with cheap GPUs. Oh, because TSM is the bottleneck? Okay why can’t samsung and intel flood the market with cheap wafers? Oh because ASML is the bottleneck? Okay why can’t china flood ther market with cheap EUV machines? Oh because…
Fwiw, the $11k is your money now, not house money. If AMD is more than 10% of your portfolio, I’d trim it back toward 5% and put the proceeds in a broad index fund, while keeping enough AMD that you won’t resent it if the run continues.
Perfect for my AMD short, 400 here we come bitches!
Dell had an accounting investigation, found misconduct, delayed its annual filing and the stock didn’t drop or take a hit anywhere close to the way SMCI did. The difference now is sentiment around SMCI is starting to change after last quarter. Stronger margins, massive demand, record orders and the 60 billion backlog are making the market focus more on the actual business again and SMCI is connected to the the biggest names in tech including NVIDIA, AMD and Intel hardware. I wouldn’t consider that bearish they hit its bottom and it’s up from here.
This whole market is fueled by hype and AMD isn't involved in the hype cycle.
Substantial_Team is pointing at the real gap. The Greeks are table stakes, but the thing that actually blows accounts up is not misreading one trade, it is holding eight trades that are secretly the same trade. Five diversified cash secured puts on NVDA, AMD, MU, SMCI and GOOGL is not five positions, it is one leveraged long on semis and megacap tech, and it all tests on the same red morning. Position sizing per trade does nothing if you never look at the book in aggregate. Track your total portfolio delta and your concentration by sector or factor, not just per ticker. Most people bleeding out were never actually wrong about the Greeks, they were long the same beta five times and called it diversification. No book teaches that because it is a portfolio problem wearing an options costume.
Sure, if data centers are having a hard time being built, and for that reason, people aren’t buying processors specifically from AMD, yes, I could see how that might be a problem. But that’s not occurring though is it? Also AMD hypothetically having challenges selling chips because of data center build out being slow, doesn’t equate to a bubble.
With respect to AMD, specifically, no, it does not. If somebody else is responsible for them not being able to push units, the effect them is the same no?
Some one crash AMD for a G
I used to have a lot of AMD. I've trimmed it down to a token few 10's of thousands. On top of that, I trade $20K worth at a time. It breaks $480, I buy. I breaks $520 I sell. Rinse and repeat.
Everything AI making money. Micron, sk Hynix, Dell, AMD, nvidia, Microsoft, Qualcomm, TSM, Oracle, crowdstrike, Amazon and others.
I love AMD. I sold all of it at about 515 a while ago and rotated out of semis. They're initiating a kamikaze loop with NVDA. Once they break the CUDA moat, NVDA will lose market share but the margins in the industry overall will take a hit. There is too much uncertainty around future profitability and its sustainability. I made like 200% on AMD and dipped. I might have been early but I'd rather be early then late. Hardware stocks like that you shouldn't be too greedy with and exit once you thesis is validated. My thesis was - AMD will prove itself as a serious competitor to NVDA and re-rate. That happened. It played out. The stock went up to 500 something dollars. I sold and moved on. What you do with it depends on your thesis, expectations and timeframe. Can't tell you what to do. If you're no longer feeling confident I'd consider reducing exposure until I did. *NFA DYOR ETC*
If you had $11k in cash today, would you put all of it into AMD? That probably answers the question.
Yeah I only bought NVIDIA because their GPUs were the only option back in the day. AMD was still an under dog. I also have been pulling money out of my lucky stocks and putting them into index funds. Not sure if Fidelity calculates sold stock as well or only ones that you still have in your account.
AMD calling to me like a siren but I must resist
This. The relevant info that is missing from the OP is what percentage AMD is of the overall port. Whether you pulled out the initial investment or not is not something that matters in any way, money is money. Personally I would want 70% or more in index funds compared to individual stocks.
AMD still has a lot of room to keep growing over the next 2+ years. Keep some but diversify and start buying other areas of the AI boom like energy, hyperscalers, neocloud. And also start going into other sectors like Pharma, Finance, etc
No AMD wait I was gonna buy PUT at open
AMD got tired of winning
Sticking with my 10 stocks through thick and thin: AMD GOOG AMZN ORCL META NBIS MU SPCX AVGO ANET
11k is a lot of your account to have in one ticker, and the decision you're circling is really about whether you want a diversified book or a concentrated one, and that choice doesn't depend much on what AMD does next. The strange shape here is that you've already pulled your principal out and the rest feels like house money, which makes holding feel like a free option. But free options still drift, and the longer a single stock sits at 11k the more a normal bad quarter can do to your whole account. Selling a chunk into strength is usually easier than selling into a drawdown, and there's nothing wrong with trimming. My guess is you'll feel more comfortable once AMD is a small slice of the account instead of the whole thing. If AMD dropped 40% in a week, would you actually hold and keep adding, or would you be relieved you had already taken some off? That's the test I'd run before deciding. I'd rather lock in the diversification now and keep a smaller AMD position than keep riding the same single name, even if the AI story keeps playing out.
I’d probably trim it, not because I think AMD is a bad investment, but because diversification matters. The fact that you’ve already taken out your initial investment shouldn’t really affect the decision the remaining $11k is still $11k of your portfolio.
Anybody else feeling a put on AMD I feel 500 or below by end of week
**BanBet Lost** — /u/Moist-One-1572 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $479.74 → $700.00 | +45.9% | 2w | Lost |
Be like me, sell SNDK and AMD early to sit on fucking Google. Goddammit I’m sad :(
I also think trimming a little makes sense if AMD has become too large in your portfolio. I did keep some shares because the future may still be strong, but move part of the money into other investments. That way, you can still enjoy future gains without depending too much on one stock.
AMD has less exposure than a lot of others in this space to AI, but the bubble is set to pop shortly. Exactly when I don't know, but their backstop in Anthropic isn't that hot for the near-future stock price IMO. Sandisk just saw a massive contraction and SK Hynix and Samsung have been getting wrecked on the Korean exchanges, so we're already starting to see the pullback on the memory side of things. Make of that what you will.