AMD

Upstairs_Whole_580

I finally bought a couple leveraged stocks. MUU-Not much AVGU-Even less 250 shares I sold 5500 shares of AVGO at 475 and AMD at 530(though I also tried sell at 360 because though it was running up too much). I may buy AVGO if we back to 380 if it gets there.

Omzy

NVDA is a great company, but there isn't much gas in the tank to grow past a 5.5T market cap. It will turn into a dividend company. AMD is the way if you're going for relatively low-risk growth in semi's right now.

Omzy

NVDA is a great company, but there isn't much gas in the tank to grow past a 5.5T market cap. It will turn into a dividend company. AMD is the way if you're going for growth in semi's right now.

NoChain4469

What time are we dumping AMD at

user365735

I think AMD will hit 1k in a few years 

SighRamp

Relax I bought AMD puts right before close Friday

flesjewater

Hosting AI isn't rocket science, it's all just GPU compute servers. A competing AI company accessing your model is like Nvidia giving AMD the schematics for their RTX 9000 generation GPU's.

VictoriaAutNihil

Semiconductor stocks were due for a pullback. Why is everyone freaking out. I still have MRVL, AMD, NVDA, AMAT. They may dip even more.

JohnnyStrides

Ok champ. Everyone holding AMD is an idiot, AMD management is clueless, OpenAI and Meta are getting free GPUs, and your crystal ball has it all figured out. Got it. 🙄

robmafia

>OpenAI/Meta still have to actually buy and deploy a stupid amount of AMD hardware before those warrants really matter. ??? again, *"they just need to buy the first 1 GW, unlocking the first tranche. which they can sell to finance the 2 GW, which unlocks the 2nd tranche... up to 6. "* >If AMD ends up diluted because they’re shipping gigawatts of GPUs to major AI customers while the stock keeps climbing, that’s not exactly the disaster you’re making it out to be. ...so you're actually this stupid. a 20% dilution to get no earnings is awful, and when the sp is this stupidly overpriced, it's a disaster. amd could have done a secondary/shelf at $500 and it would make way more sense, they don't need to pay for hbm/cowos/wafers to not gain earnings.

JohnnyStrides

OpenAI/Meta still have to actually buy and deploy a stupid amount of AMD hardware before those warrants really matter. If AMD ends up diluted because they’re shipping gigawatts of GPUs to major AI customers while the stock keeps climbing, that’s not exactly the disaster you’re making it out to be.

Vanishingbandit

Stock was a few bucks 10 years ago. 20% is fine..50% of current price is fine. Should probably just continue to allow AMD to do w/e they want

JPowTheDayTrader

TIL AMD's market cap is over 3/4 of a trillion. Overpriced AF LMAO 🤌

JohnnyStrides

"Free GPUs" is doing a lot of heavy lifting there. OpenAI has to actually buy and deploy a mountain of AMD hardware before those warrants matter. If AMD is shipping 6GW of GPUs, I don’t think the problem is going to be that nobody wants AMD. They're very well positioned moving forward IMO.

losesmoney

Where? Nasdaq futures isn’t up much, and AMD is up about a dollar or two after hours.

Neader

God damn AMD just went from +2.9% to red fuuuuuuck meeeee

Neader

AMD stop right there mister

Stealthless

AMD back to 500 soon heh

Inst_Sock_Sales_Rep

Su Bae selling AMD shares after hours Fucking bitch

Neader

Full ported into MRVL and AMD calls if this holds tomorrow will rule

No-Improvement3164

It’s based out like MU and AMD were.

SnowGhostie

NVIDIA and AMD did sell GPUs. the market for home compute is basically dead in the water with the demands of AI infrastructure expansion. the heavy physical resources required to build the data centers decreased their ability to fund production of other products leading to memory shortages by samsung, SK hynix, and micron which in turn affects the GPU market, the phone market, and the big name computer/entertainment retailers like dell or Apple. if the prices continue to increase on the availability of personal computing, it wont leave them anything else to fall back on with the inability to stock their other products at an affordable price for consumers, which, in turn will affect microsofts, metas, and googles both long and short term profit margins. but thats just speculation on my part, i could be totally wrong about what their current strategy is for the SHTF scenario

SnowGhostie

i definitely see your point but there's a huge terrifying factor being the major companies investing in the AI market are also the major players in world running technologies. Nvidia, Samsung, AMD, and many others are majority leaders of chip processing and memory manufacturing that is required from everything as big as data centers and as little as a control system on a vending machine. IF, and dear god let it stay an if, the AI market crashes and the companies get hit hard enough, there would be a requirement for a bail out probably bigger than the 2008 crash. the proprietary technologies they hold that are required to even make the chipsets mean that they CANNOT be allowed to crash unless a suitable replacement is already available which is not currently the case. reality is, it would crash the world economy without them. but that being said the cost of the bailout will still massively stunt the economy before it stabilizes, and the cost would come at the expense of the regular people and other companies. to me it just makes it scary to invest in anything else but safe commodities like gold until they find a profit strategy that works to offset the costs and bring in real profits and not speculated profits

DefinitionOfAsleep

>Nvidia and AMD are working on designing and manufacturing chips for space Satellites aren't going away. The issue with orbital AI data centres is simple physics.

thedeadcricket

Ai stocks are crazy up this year, a 4% down day is to be expected...AMD for example is up 114% ytd, who would you think a pullback would be unexpected?

TheRuggedHamster

All these articles and posts about data centers in space being impossible like SpaceX is the only company who believes it is possible. Amazon and Google are investing in their own programs for orbital data centers. Nvidia and AMD are working on designing and manufacturing chips for space

BittterQuittter

I bought a bunch of AMD back in 2004 and forgot about it for 20 years

JohnnyStrides

NVIDIA and AMD can't make them fast enough to keep up with the growing demand. It should be no surprise that older hardware is still incredibly valuable.

circadiggmigration

*ANALYSTS* are even in on it this week #**Wells Fargo upgrades MSFT** #**Morgan Stanley upgrades MU** #**TD Cowen upgrades AMD** Finally these tards are good for something

circadiggmigration

ANALYSTS are even in on it this week #**Wells Fargo upgrades MSFT** #**Morgan Stanley upgrades MU** #**TD Codwn upgrades AMD** Finally these tards are good for something

Appropriate-Fault141

I lost $30k last Thursday/Friday but all of that was profits from the crazy run. I'm still up like $30K overall. I seriously had the urge to sell everything last Tuesday because how crazy the market has been and getting exhausted from keeping up and moving money around. Recommendations ??? 1. ⁠Ride it out and hope it goes back up? 2. ⁠Sell all while I'm still ahead and hold cash for a while/put in less volatile ETFs? 3. ⁠Let it ride Portfolio is mostly AI infrastructure, silicon motion, super micro, serv now, western digital, marvel, vertiv, coherent, AMD, applied digital, corning, Broadcom, redwire, sold almost all micron at $1,074. Also have option calls on redwire (1/27 & 1/28), intel (turd 1/28), Broadcom (10/26 fucked), oracle (6/27), HIMS (9/26). I just started really "trading" in February this year and know this isn't anything close to a normal market which is also why I'm questioning everything.

Inst_Sock_Sales_Rep

Su Bae gave up on AMD Its over

theproductdesigner

AMD, I kept buying whilst people here kept say "AdVaNcEd MoNeY dEsTrOyEr". Don't look a gift horse in the mouth.

SpartacusOG_andywhit

Buying AMD a year and a bit ago at 101$!

Loocha

I sold AMD at $12.

Assistant-Manager

At least he took your advice. I told my friend we should look into AMD. We did exactly that, we just looked at it.

New_Lengthiness7018

Bought AMD for 8$, sold at 115ish, this was years ago when it first got around there . Then last year when it was dipping while Nvidia was ripping told everyone I knew and their momma to get into AMD, had a ton of call options on it and played it all the way until just about a month ago. Best play ever hands down. Now I’m just wondering when I can get back in

Xafilah

AMD at 101/share average, still holding.

Bjamnp17

Investing in AMD last year at $25k… Since then $300k profit!

10597ch

When I was 14 (April 2015ish) I had my dad buy 30 shares of AMD at $2.78 through his account. At ~$10, I bought another 10 shares. He gave me the 40 shares when I was 18, and I'm still holding them now. I'm closing on a house right now and I'm going to liquidate a few share for closing costs. My only regret is that I never went back for more over the years.

PeteDub

Bought TLSA and AMD in 2015 and 2017 respectively. Both up over 1000%. I’ve sold off a bit of each. Unfortunately I sold a chunk of AMD at like $250 last year 😬. Should have held. But I still have a big position in each. I bought AAPL in 2015 as well. It’s up close to 1000%. I think I have mutual funds I’ve had for 15+ years too

CopeDipper9

A coworker was asking me what he should invest in about 5-6 years ago. I told him AMD when it was around $70. He took my advice. I did not.

AltInLongIsland

I sold AMD for $4 around 2014

rationis

AMD was one of the most obvious plays when Lisa took over and Zen was announced in 2015. Intel had stagnated the entire proccessor market and had sich a monopoly that AMD only had to produce something vaguely compitant to blow up. I bought in around $2 and sold at $100, no regrets.

Flimsy-Fix-7695

Buying AMD when it was considered an advanced money destroyer

Dry_Kangaroo_1234

Wall Street hated the guidance. Q3 AI chip sales forecast missed, as did the fiscal 2027 annual sales forecast. We are now repricing for lower AI hardware demand that originally expected (hence this news also torpedoed Micron, AMD, and Nvidia)

Exception1228

I sold intc at $25 and AMD at $170.  You’re not alone.   Still holding NVDA and been thinking ablut selling for weeks now so that’ll probably rip too

thompshma

AMD at 2.50, sold it at 20+/- thinking I was a genius. I try not to look at the chart now.

Illustrious-Coat3532

AMD

PlatyBiCatum

Or AMD (advanced money destroyer)

ZasdfUnreal

I’ve been running a 3 stock portfolio for almost two years before recently diversifying. AMD, RDDT, SOFI.

KeyDangerous

Intel were the #1 cpu for like the last 3 decades. Only recently did AMD pass them up. Your only metric for a company is their stock price?

A55BAG

Reddit gets it sometimes right, sometimes wrong. \-PLTR was a reddit call \-RKLB has always been popular among redditors \-GOOG, ASML, UNH, AMD were clear reddit calls in 2025 I think overall group think here tends to work during bullmarket.

peachchann

Well there was that one guy that shorted AMD and got margin called for $450k last week.

OpenSystem1337

It's a huge sham that won't bear out over the next decade. Even if for some reason people are stupid enough to increase the Value of SpaceX after the IPO, it'll be crushed under the weight of missed deadlines and a sub par AI branch that can't compete because it's forever behind OpenAI and Anthropic. It's like AMD and Nvidia...AMD will never catch up. Musk himself thinks his AI sucks but still tries to claim it's worth more than any other company. I'm 50/50 he fakes his own death after the IPO and shorts his own stock before it comes down on his head

bulrfuc

What are we selling on Monday boys? Dumped my MU position 2 weeks before market dumped, exited out of SNDK around 1550 ish. These 2 are the two turds in the punchbowl. Never bought INTC, AVGO or AMD so missed gains there. We should see some more pullback, Elon's gotta eat.

LordMohid

Why would you sell AMD 🥲

isospeedrix

Nvidia has a bigger moat than Broadcom and if AMD can take some market share from Nvidia then MRVL can take market share from avgo, tech is just as good if not better in some fields

Pyrrhic_Pragmatist

It sounds like it, but while I own AMD, I don't really follow MU. I've been at this about a decade and don't put a lot of faith in memory chips. Historically they've been ground zero for supply and demand spikes, while the CPUs, GPUs, compute, networking etc have all been more steady. Their stocks all still swing wildly, of course, but in actual sales, non memory chip demand has been more stable long term

PopoDontKnow

AMD and MU are up because they were undervalued on many metrics.

Saeonic

AMD 450 last week, but I was too quick

WrexyWrex

The Intel ultra 9 and the AMD Ryzen 9 are faster than the Apple M5 pro max Apple Bros still walk around in denial though https://www.cpubenchmark.net/laptop.html

biglebowskidude

AVGO — Broadcom 3-5 Year Investment Thesis Down 21% from 52-week highs. Is this AI fatigue or genuine opportunity? The thesis in one sentence: Broadcom is the picks-and-shovels play on AI infrastructure — every hyperscaler needs their networking chips whether NVIDIA wins or AMD wins. What needs to be true: Hyperscaler networking capex stays elevated through 2026-2027 ✓ (likely) Gross margins expand from 52% → 55%+ ← this is the key metric to watch Management resists big acquisitions and focuses on buybacks 3-5 year price targets: Bull case: Gross margins hit 55%+, multiple re-rates to 17-18x → significant upside Bear case: AMD/Intel custom silicon eats into switching market → multiple stays compressed The real risk: Hyperscalers vertically integrating their own networking. Google, Microsoft and Amazon all have custom silicon programs — if they cut out Broadcom that's existential. Verdict: 21% drawdown on a business with 50%+ AI infrastructure exposure and VMware integration delivering ahead of schedule looks like opportunity for 3+ year holders. Watch gross margin trajectory quarterly. Full 3-5 year thesis at norrisai.us

biglebowskidude

AVGO — Broadcom 3-5 Year Investment Thesis Down 21% from 52-week highs. Is this AI fatigue or genuine opportunity? The thesis in one sentence: Broadcom is the picks-and-shovels play on AI infrastructure — every hyperscaler needs their networking chips whether NVIDIA wins or AMD wins. What needs to be true: Hyperscaler networking capex stays elevated through 2026-2027 ✓ (likely) Gross margins expand from 52% → 55%+ ← this is the key metric to watch Management resists big acquisitions and focuses on buybacks 3-5 year price targets: Bull case: Gross margins hit 55%+, multiple re-rates to 17-18x → significant upside Bear case: AMD/Intel custom silicon eats into switching market → multiple stays compressed The real risk: Hyperscalers vertically integrating their own networking. Google, Microsoft and Amazon all have custom silicon programs — if they cut out Broadcom that's existential. Verdict: 21% drawdown on a business with 50%+ AI infrastructure exposure and VMware integration delivering ahead of schedule looks like opportunity for 3+ year holders. Watch gross margin trajectory quarterly. Full 3-5 year thesis at norrisai.us One more — paste the last one! 🏁

Secret_Stick_5213

Hell yeah boy I was flipping AMD contracts on Friday but I guess I need to diversity my Degen strategy and try out SPX https://preview.redd.it/a1aokyyx6r5h1.jpeg?width=1170&format=pjpg&auto=webp&s=d5b1a8ff3fbd452e20483853f99c2f027e341ca8

Jufrow

I always remember how much of an idiot I can be by trying to be smart: I sold a bunch of shares of Five Below because I thought it was a dumb hold (my advisor at the time clearly didn't), anyway, I sold many moons ago at like \~$190, thought I was hot shit, because soon after it dropped to sub-$100 and lower. I just checked, after yesterdays massacre it's at \*drumroll\* \~$190. And then, I fell for total FOMO and bought SMCI (yes, super micro computer, the guys that sold you pc gear in magazines as thick as dictionaries in the 90s) at like \~$790, just a few shares, but man, I HAD to have them. Six months later I called up and said I HAD to sell that turd at \~$500. Phew. Ok, actually I did OK on that, but it's still around \~$41 today (after split). LSS:TL;DR I suck at selling at AH. I could blame myself, my people, the tools available to me, but honestly, I think it's my lizard brain hording shit. Trimming NVDA at 236 and buying back... total play at this point. You could telegraph it like a sports play. Instead I just hold because it's safe, and, well, it usually works out. The companies still make shit, they still make money, the sky is not falling (...yet). I'm at \~+10% after 5 years. I picked one good stock in that time, NVDA. Some AMD, some Intel, blah blah, should've bought more. Honestly. Money on the sidelines does nothing. I have however, built up some emotional resilience to the entire thing, which feels almost as valuable as gains (maybe?). I lost $15K, probably one of the biggest single day losses I've seen, on Friday (6/5/2026 early Fire sale day) and I didn't even bat an eye at this point. You do make an extremely good point about the time. The amount of time and energy I spend ruminating on the stock market is troubling, when as you point out, I'm also doing about as well as the Index.

Desperate_Main7391

I went all in on AMD last year and I’m sitting on a 1.5M gain - wish I had gone all in on MU

VictoriaAutNihil

More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.

bellahamface

Intel is the complimentary play to SpaceX, as I believe the pullback is more about everyone liquidating to help get in on IPO. Not just Broadcom concerns which also had Ontel involved as it’s taking some of their Google business and likely future business long term. Intel is the tech behind Terra fab which is going to be discussed in more detail soon. Starting with Elon joining an ASML event. Safest of the semis IMO with the most asymmetrical upside. AMD overvalued and Nvidia is still strong buy.

1millionstonk

AMD included in this ?

cleanlinessisbest12

I can tell you what I do and what I know. I’m an engineer tech. My job is to program machines/robots to dispense materials onto circuit boards. I’m pretty sure most of what we do is for data centers, but other stuff too. We have customers like Palo Alto, AMD, BAE and more. PA and AMD are for data centers. I heard the new AMD project is like their next gen circuit boards that will go into data centers and the boards look super hi tech. For BAE we build LRUs which is basically for wifi in planes. Flex has announced one of their companies is getting its own IPO recently as well. From what I know, companies provide the boards, components and everything that’s needed and we assemble it, send it through the process, build it, test it and ship it to them. The more AI is used and needed, the more product we will be getting. Flex is like a boat and the lake is the industry. The bigger the industry gets the more the lake rises and all the boats on the lake rise with it. AI is like a dam filling the lake up, if that makes sense.

cleanlinessisbest12

lol I did see that shit at $90 a share and when I checked it again it was $140! Seriously though, I’ve been there a little over 2 years and shit seems to be going well. Right before AMD took off we took a project on for them; their boards are a little bigger than an iPhone and are worth $12.5 k each.

Saltlife_Junkie

I only trade options. My brokerage is secure. I did take some MU and others down. I watch the ten year like a hawk. It’s the true measure of health for markets. I bought AMD options ex 6/12 on Friday. Calls

FredFenty

Chips and power have been it for like the last year. They'll continue to be it for another few years. As far as i see it, the demand for data centers will accelerate. Even if some companies over produce within their sectors, they will rent their compute capacities to sectors that are at a deficit. I am holding Nvidia, AMD, Micron, (some) SanDisk, WDC, Marvell into 2027 at least.

shortfinal

+46% up 90k. I bought the Exxon dip on the news the war was coming to an end (its not) if thst plays out I'll add another 10k to the pile next week. I skipped MU, most of my gains were selling FaggyDs on AMD till it did a $100 runup on me and rklb+other sectors.

MaxDragonMan

I think we're still going to see that classic downwards revision of the jobs report (and the BLS must still be cooking the books), but still means a rate cut is out of the question. Doubly so if we consider inflation is back. Brew Markets also had a brief commentary on the recent Broadcom / semiconductor dip: >Earlier this week, the semiconductor giant reported fiscal second-quarter earnings that were, by most measures, strong. While net income surged 88% year over year and topped expectations, revenue rose 48%, coming in just shy of forecasts. That growth was driven by Broadcom’s booming AI business, which supplies both custom AI chips and the networking equipment needed to connect them, across six major customers including OpenAI, Anthropic, Google, and Meta. But investors focused on the guidance instead: Broadcom said AI revenue would triple to $16 billion this quarter, but the forecast still fell short of expectations, and the company left its full-year AI target untouched. Still an A, but not quite an A+. Broadcom is the chip-stock bellwether, and its stumble made investors nervous across the whole group. Micron was one of the first victims. Shares fell 13.25% today, a day after the company also suffered the largest market-cap wipeout in its history—a big blow for a stock that closed [above $1,000](https://links.morningbrew.com/c/QFq?mblid=1deea4d58287&mbcid=46037476.4462&mid=d5087b2dd6f78bdcaf9d8995b66873e8&mbuuid=vumHt4fNmk5Gh9PoNLBb7YK3) for the first time earlier this week. Meanwhile, Arm Holdings, Intel, AMD, and Qualcomm all lost more than 10% this afternoon. Some investors argue the reaction is excessive. After all, Broadcom’s AI business is still growing at a blistering pace. But analysts see reasons for caution: TD Cowen noted that Broadcom’s margins are facing pressure as more revenue shifts toward lower-margin chip sales rather than its software business. Meanwhile, Evercore ISI’s Mark Lipacis pointed to signs that competitor MediaTek is gaining ground with Google, chipping away at a relationship Broadcom has maintained for more than a decade. Feels pretty fair. Overreaction? Probably. Totally unjustified? Not quite.

Study_Queasy

The mechanics you mentioned seem correct, but there are two big reasons why the 'buying the dip' on Mag7 might not work as easily as it sounds, and why the chip companies got hit. First, a 2% shift sounds small, but 2% of the Nasdaq-100 is roughly $500 billion to $600 billion in total market cap. Shifting that much capital in a 15-day window is a massive liquidity shock. Even if retail traders try to 'buy the dip' on Nvidia or Apple, retail volume cannot compete with institutional algorithms "price-agnostically" liquidating billions of dollars of shares all at once to meet legal index tracking mandates. Second, regarding the chip companies (semis): The 'making room' logic applies heavily to them because they are the heavyweights now. Nvidia alone is nearly 13% of the index, Broadcom (AVGO) is around 5%, and AMD, Qualcomm, and ASML make up huge chunks. Semis aren't a side sector anymore; they are the literal engine of the Nasdaq-100. To find billions of dollars in cash, index managers must dump the hyper-liquid chip stocks alongside Apple and Microsoft. Your idea on a QQQ Covered Call is actually smart IMO and aligned with this thesis. Because the index will be forced to suppress its reliable cash-cow drivers (Mag7 and Semis) to absorb a highly speculative, volatile SpaceX launch, the overall upside of QQQ will likely be heavily capped or dragged sideways. Selling covered calls or call spreads to capture that premium while the index chokes on the reallocation would be a good play IMO. For some reason, folks on this thread are jumping on my throat. Looks like these are all Musk groupies or that they hate it when someone mentions reasons to be wary about in the market. I cannot change my opinion for those reasons. It is what it is.

waymarc

AI isn't going away and companies will continue to buy GPUs. IMO, companies involved in semiconductors will continue to rise in value. e.g., AMD, NVIDIA, Qualcomm, Broadcom, Micron

PopoDontKnow

I can't see NVDA investing and then seeing NBIS buy AMD chips.

Old-Literature-1663

1657% AMD…$26 avg. shaved some. Holding a couple thousand to hit $1000 per.

Extreme_Marketing865

You can also sell too early and it sucks too. I bought AMD at 100 and sold at 245. Then rocketed to 500. Even though i gained i feel i lost. Had i held id still be up more with greed even after this big drop.

Nearby_Persimmon_649

Yes, Always Be Buying, but the question is what? I don't think everything that dropped will go back to where it was. They may go up a little bit but probably not back to their ATHs. Big stocks like NVIDIA and GOOGLE will attract some more investors because they are safer and are still great values. The problem with those is that they are not going on any big runs. For the future, NVIDIA, GOOGLE, AMD, MICRON, SAMSUNG and SK Hynix once it lists in the US (but remember memory is cyclical outside of the current supply and demand for the AI buildout.)Other semiconductors are not as easy to pick. Broadcom has an interesting model. They can provide custom chips for individual companies and we are seeing that now with companies like Apple, and Samsung developing their own chips. * Google (Alphabet) designs its Tensor processing units (TPUs) for data centers and custom Tensor G-series chips for Pixel smartphones. * Amazon Web Services (AWS) designs Graviton CPUs for servers, Inferentia chips for AI inference, and Trainium chips for training machine learning models. * Meta develops the MTIA (Meta Training and Inference Accelerator) family of chips to support AI workloads on Facebook and Instagram. * Microsoft has introduced custom Cobalt (ARM-based CPU) and Maia (AI accelerator) chips for its Azure cloud infrastructure. * Tesla designs its own Full Self-Driving (FSD) AI chips and Dojo training chips.Huawei designs its own Kirin mobile processors and Ascend AI chips. * OpenAI is reportedly designing its own custom AI chips, expected to be in production by 2026. * Tesla/xAI/SpaceX designing chips for their Robots and AI The only companies that produce the most advance chips are TSMC, Samsung and Intel. Investing in them from a foundry perspective is an approach. TSMC is a great company but is already at the top, so it is like NVIDIA and GOOGLE. It is a good long term investment that wont shoot to the moon and might drop like a rock if China invades Taiwan. Here is a list of semiconductor companies (not all chip makers) [https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-revenue/](https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-revenue/)

thethiefstheme

I was thinking about that earlier, the money they've diluted will go straight into Nvidia, micron, AMD, avgos etc etc pocket. Big win for the picks and shovels and less of a win for most of mag7.

DuAbUiSai

NBIS or AMD calls on monday 🤔

Alternative-Soil-671

Bought AMD at a very good price. Great company, with a better chip roadmap than Nvidia and the best CEO in my opinion.

Candid_Payment_4094

Yeah, memory is still undervalued. MRVL, AMD and INTC are fun and games but memory is where the true bottleneck is. I think it's just dragged along with the other semis but it's an entirely different ballgame

MeetingDue8240

We both gone through 5-6 years of college without any money, both of us became nurse in our 30s. I jump 7 jobs in 9 years to chase after raise, empty all our money on down payment for mortgage. Driving the same cars for 8+ years now, eat out once, max twice a week. No expensive collection/hobbies. Everything settled down with no bill besides mortgage, then we started to see extra money due to market salary raises, and we put that money straight to work. We dont come from money. It takes sacrifice and strict money management habit. Also taking educated risks. After lots of reading and follows AMD, once we saw AMD roadmap start to tackle AI market, we aggressively buy 100% AMD for like a year, then slowly diversify out. Overall, it was not my intention to sounds demeaning and saying investing is easy. It is a reddit post man lol 😂I dont think people care about me bragging how discipline I am, hence I didnt write my whole life story out. At the end of the day, if someone need more money for investing into their future, they need to find some way to bring their incomes up, doing research, finally taking lots of risks, no free lunch here. Unless someone has disabilities; job opportunities are there, growth opportunities are also there in the stock market. It will happen overtime if someone really wants it and keep working toward it.

Prestigious-Row-1629

AMD crashes from $1,200 to under $1,000. 

RudnitzkyvsHalsmann

It is stupid to sell from the same industry that is being hyped. I would sell AMD over RKLB.

OldManYellsAtCloud12

Sold my unh and bought AMD at $470, then it kept crashing lol, rip. Oh well.

booobReviewer

Jobs report came in at 185k vs 150k expected, which was strong enough to rattle the rate-cut narrative. Nasdaq -4.80%, worst day in over a year. Semis led the sell-off — AMD -10.86%. SPY finished at $737 (-2.58%), which erased maybe 2-3 weeks of gains but this isn't a crash by any measure. CPI report Wednesday is the next catalyst. If you weren't planning to sell before Friday, Friday's prices shouldn't change the plan unless something fundamentally changed about the companies you own. (Not financial advice.)

NoOriginal7997

That’s Litterally almost exactly what my chart looks like. Let me guess. You got some Micron. Maybe AMD or NVDA. Maybe seagate or western digital. Do I dare say super micro? lol. Either your fine or your not but nothing you can do about it now. Tonight. We ride

TranzitBusRouteB

“my portfolio was down 11% today” OP’s portfolio is probably MU, SNDK, ARM, AMD, INTC, WDC, MRVL

Maakus

In simple terms - they design the thing that makes all of the ai processors talk to each other. They also can integrate this directly on the processor, eliminating the need for a lot of copper. They were underpriced/flat for a few months after they bought a AI centric optical company last year. Conservatively on cash flow I see their price at 300 dollars in a year .Mid - 350 dollars a year from now, High - 375. That all said cash flow will change real quick if Google/Meta/AMD require their unique IP and make orders within the year then it'll be a trillion dollar company. That probably won't happen but Broadcom might not meet optical interconnect needs.

daytrader7222

Simply, If MU, SNDK, AMD, ARM, ALAB, NBIS, MRVL, INTC, and SOXL drop 10% next Mon, buy more and pray for the miracle

Chrg88

Happy I don’t own AMD today ::I sold at $4::

hodlethestonks

Are these fucks for real? you telling me that stonks going opposite with real economical metrics are supposed to matter now three years after I've been on sidelines and buying from the top a week ago. My previous buy being 2021 AMD at 168$ and selling at 80$? 😂 Can't make this stuff up.

TargetBan

AMD is going greater than 600 no matter what. Iykyk. Paper shorts are winning today.

Haikoe

AMD still fucking overvalued.

Candid_Payment_4094

On Monday, with futures up 2%, we will all be talking about SPCE, AMD, MRVL, MU again. Not saying there won't be pain ahead in the summer, but we have the memory of a goldfish here