AMD

WinterSomewhere4153

Agree. And the real winners are the vertical integrators, neoclouds are just temporarly on demand until enough capacity is built. And I would argue that Nvidia sholud not only be aware of Google TPUs and the GCP ecosystem, but now Amazon Trainium chips are already a bigger revenue generator than AMD, and the sinergies with AWS are the real moat.

DubiousChemistry

I got into and out of TQQQ at various spots. Left it in from about Feb 2023 to halfway through the tariff crap, and then again from the Iran war bottom to a random day a month ago where everything went green. I probably should have dumped my AMD then too.

Every-Expert-6043

I recommend you sit on that cash at least until first week of November, after election. I sold off a shitload last fall. So I had plenty of dry powder for the Iran drop, and I was able to load up on AMD, MRVL, GOOG and a few others. I’ve had a great summer. And I’m 95% that we’ve got more shenanigans coming up.

Electrical-Ad-8720

I’ve been taking profits on the pumps and exiting positions to harvest loses where reasonable. When it dumps I reinvest where I can. It hasn’t gone perfectly I have 230 shares of AVGO and I’ll definitely half to lose 25-30% of that just to have safety cash. During this recent crash I averaged down: STX, MU, NBIS, MP, NVTS, APLD, and a bit of NOK. And sold AMD and some MSFT to buttress my cash. Along with some random small positions that weren’t doing anything except tying up cash.

HaveTwoBananas

AMD heading back to sub 450

JZervas

That makes sense, since I lost my ass on AMD calls in 2019. If I had spent the same on shares, I would have made bank. Likely the same will happen to you.

ck2222

Back in 2015 there were really only two graphics card makers… nvidia and AMD. It’s a lot easier to start a drone company than start making graphics cards. You can make a drone today with any number of parts off the shelf

HairlessChest

prices of AMD GPU's are insane lmao

Unqqq

U planning to buy QQQ, MU or AMD calls with it?

Beginning-Fig-9089

ya i had a $700 portfolio once, 100 shares of AMD and 100 shares of MU

Educational_Ant_184

My first ever trade. I had just bought an RX480 because it was just about the best price/perfomance at the time, and I thought, AMD is doing sweet with their new lineup, I guess you should invest in what you know, let's do it as my first foray. I buy, it goes up 300% in a month or a few, and I sell. Now, I bought at about $10; as a poor college student not even paying off credit balances every month, I invested probably $50, and sold when AMD hit $30. Could have done so much better, but you dont know what you dont know. It seemed like a great way to lock in profit, but I didnt know that holding long-term is often the kind of investment you want to make when you have conviction and a specific catalyst in mind

sum_dude44

NVDA, AMD, Meta up for month. So is SPY.

r_ventura_23

AMD

Ragnogrimmus

AMD Nvidia and much of the nasdaq.. palantir.. SpaceX were near all time highs 2 weeks ago. They are coming down before the mid term elections. After the mid terms. Buy call options for April or January. And don't go all in on 1 company.. I see sob stories of people losing 100's of thousands of dollars on high risk options. Spread the love around and take home run shots when you have extra risk money.. And hedge your options in favor of 3 to 1 or something.

ToolTimeT

True story: I bought AMD years ago at 2.30 a share on a whim not a lot of it, like 500 bucks worth... just being a hobbyist pc builder and knowing who they were I thought... why not take a chance. Then when the Japanese tsunami hit and I thought that reactor was going to blow I did something really dumb, I sold a lot of my stock expecting serious economic fallout worldwide over a nuclear disaster.. I was wrong and sold my shares for 26 dollars. Now you might be thinking you still did really well selling your 200 shares you bought for roughly 500 dollars for 5200, thats a nice return. If I hadn't sold it would be worth 106k today

SomePolack

Yeah you’re right about that there’s more upside on AMD for sure

DubiousChemistry

I didn't work at AMD. That story was from some garbage insurance software company.

SomePolack

AMD has some serious problems tbh I don’t dislike them but there’s reason they’re behind NVDA

ApolluMis

God it pains me that dudes were getting jobs at AMD and didn’t know what variables were. The skill floor needed for an internship today is crazy

CALMER_THAN_YOU_

That’s insane but I also think AMD will go way higher long term. Why sell all now instead of sitting on it for a decade or two and selling slowly. You got destroyed by taxes and I feel like you should have consulted a professional and you would have made more

Realistic_Barber_452

Cool. I started learning with AMD. Roku just starting. If I just held them . Lol. Once got enough money you buy opportunity comes along.

DubiousChemistry

No options. I was pretty spooked from drawing down my TQQQ during tariffs that I didn't go back in for a couple weeks. I went for QQQ, then moved to AMD. With my style, yeah, it does involve being acutely aware of what's going on.

bearhunter429

#Just 10 days ago AMD was $658 now $528. Casually down $130 in 10 days. LMAO🤌

Efficient_Win_3902

Paper handed 10x 600puts for AMD expiring in a month Made 3k on what could be 50k, fml

brillrededm

I blown up account by buying puts AMD and Dell in Sept when AI doomsday and rate hike was announced, now that markets is crushing when I a bought calls 2 weeks ago expire worthless today. Do you think market was saved last by Meta/Musa?

TheRealGreenArrow420

Best: TSLA: $900 --> $7.5k Worst: CHPT: $11k --> 2.5k I own neither any more. Remaining Best: AMD: +500% over 6 years, $88 CB INTC: +125% over 3 years, $38 CB ABBV: +113% over 5 years, $133 CB Remaining Worst: DIS: +25% over 3 years BABA: +8.5% over 5 years

bearhunter429

#how much each stock dropped from its 52-week high: #SPY: -2.5% #NVDA: -13% #GOOG: -17% #MSFT: -17% #AMZN: -14% #META: -10% #AVGO: -34% #MU: -30% #AMD: -20% #If SPY drops 10% these stocks will all die LMAO🤌

Deep_Fennel638

I mean, smart people are bears in this market. there's way more downside risk than upside. People who think AMD is going to go up another 1100% before we get a correction are naive. 

Neoncry

AMD

NiceOwner

!banbet AMD $600 1w

Kind_Initiative_7567

All in on intc and AMD calls now 30 dte , AMD 530 and intc below 90 lmaooo these are gonna double from here likely

Sweaty_Platypus69

Also.. we wont hear 2 prominent bulls here - Tropicana84 and that AMD bull Lisa guy.. they have left the chat

Fragile_Maan

I remember last year i bought AMD at 120$ a share.. sold it few days later at 118$..

Damerman

Im short AMD and QQQ... Gonna short the shit out of SPCX on the mext bounce

bearhunter429

#AMD going bankrupt LMAO🤌

Wind_Ensemble

Let's get AMD down just a few more bucks today 😌

DamageAdventurous433

correct. Very funny how they used to tell me the same thing when I was buying AMD before it popped.

Own-Recipe5908

Gained that much in less time. AMD can move.

Burtonwurton

AMD lost 100 points in less than 5 days. Pretty nuts.

JonRadian

I'm looking to add to AMD and MU..

Fancy_Service9710

AMD : 4700% NVDA: 3500% AAPL: 2800% Keep in mind, these are very long term holdings held through thick and thin. All were losers at some point in my portfolio. Remember when INTC was going to crush AMD? Remember when NVDA was just a gaming chip maker? Remember when AAPL couldn’t innovate?

Sad_Sweet_9137

What was your initial investment into AMD?

DaemonTargaryen2024

On the chance this isn't a bot or troll: >My whole portfolio was AI stocks MU, NBIS, SNDK, LUNR, NVDA, AMD.. Well, stop doing that. Go to r/Bogleheads and do boring index funds: VTI + VXUS or anything comparable. Then just sit back and do nothing for 40 years. Either way though, you must have realistic expectations with investing: the 1.68% drop in the past 5 days is positively nothing. Even your index funds can drop 10-20% out of nowhere, or 20-40% in a true bear market/crash.

Fun_Presentation_215

Well I guess my AMD calls are fucked

The_Albertino

AMD holding strong

bearhunter429

#AMD casually down $100 in less than 2 weeks LMAO🤌

Nimbus420i

Damm, idk why I thought that hardware companies like AMD and Novideo ran their AI locallly, in house. Or atleast you guys can just give each one of your employees a strix halo laptop or mini pc. Unfortunate.

sabatiel180

Gotta love when someone on YouTube, who posts everyday, is telling you to get in on AMD right now at the beginning of the week, but haven't posted anything since.

PassableForAWombat

God. AMD at 50. I miss those days

bearhunter429

#I can't wait to buy Microsoft at $100, AMD at $50, Intel at $15, NVDA at $35, META at $250, Google at $100 next year LMAO🤌

DayOne117

AMD ( sold half at $500 )/ENPH ( sold at $212 ), PLTR Letting it all ride. Bought heavy between 2018-2022. SOFI- Sold for a loss around 2023/24. Regret ever touching that stock

andytobbles

Gimme a VIX of 25-30 and I’ll dump the rest of this 300K on leaps on AMD and MU.

TopDesigner6211

Didnt realize AMD was stock splitting today and thought I finally lost it

ElectricalAction7634

We did the exact same thing with AMD and reinvested it into an ETF. We bought it for $90 and sold nearly at the top. I don’t trade like this often but enough research made it worth it. 

frenzytree

Samsung: you get what you buy. AI: you buy a promise that in the future these corporations will have grown to astonishing sizes such as NVIDIA has today. The cost is therefore implied by the chance of that happening - so with Anthropic pretty damn high. Who estimates the chance? Well Anthropics Publicity and we - the stock regards and global investment "specialists". The question is therefore: Is the current price reflecting the true chance of that happening in the future correctly? - I really dont know. Alot of sentiment especially on reddit is rather saying nay, overpriced. However, the advances american AI has made seem insurmountable for ex-US countries right now as the US also controls NVIDIA and AMD and therefore the means to AI development in the first place. So I dont know, I think there is a good chance that against our will we might see US AI dominance and therefore the pricing as correct.

SteakEater137

What? AVGO has a 42% profit margin and a 48% operating margin. AMD has a 15.5% profit margin and way worse P/E, and yet has had way better price momentum

DubiousChemistry

The AMD was bought at about $125, for 35k shares.

theEyeOfSauron2

1. **He was already rich.** The account started the year at about $6.7M: $17.7M now, minus the $11.0M year-to-date gain. 2. **He made one huge, concentrated bet.** He bought 35,000 AMD shares at an average of $127, about $4.5M, last June. AMD at $542 makes that $19M, a 4.3× gain on a single stock. 3. **He used heavy margin.** The second screenshot shows about $29M in positions against $16M of his own money, with a $12.7M margin loan (the negative cash balance). That’s roughly 1.8× leverage. On top of that, a $10M day trade in SOXL, a 3× semiconductor fund.

colemusic1

to be honest there’s been an enormous repricing in the semiconductor sector as a whole. and it’s not company specific either, we’re talking: \- SK hynix \- MU \- AMD \- MRVL \- INTC all of these companies along with basically 70+ others of all kinds from small, to mid, to large cap tickers are being absolutely annihilated. Most of these large caps aren’t reliant on one or two customers, they’re delivering to multiple streams. i’m feeling like it’s being massively overshot in a downward direction. Apparently this is the 9th consecutive red day for semi’s which is the longest losing streak in 20 years. I know there’s fears about china processing lots of RAM which could explain SKHY, MU, SNDK etc but it’s the entire AI sector getting absolutely hammered

C-X

No support for AMD and NVD looooool freefall

chili01

When did you go into AMD and SOXL?

C-X

AMD 545 looooooool

Jazzlike-Maize8537

Please AMD

Neader

Extremely bad move buying AMD and QQQ calls yesterday wow

DubiousChemistry

Combination of the 1-minute and the daily. You can see how buyers and sellers are stepping in and out and what's happening right now is just not healthy. I got into the AMD position off something similar, but in the other direction. Recovering off tariffs, great story, great price action.

Neader

Y'all I fucking hate AMD this is bullshit

spellbadgrammargood

I was hoping to buy AMD puts before their earnings in early November, I guess it's too late now

Me55y

So AMD is looking pretty bad right? Seems like nobody's buying anymore.

PassableForAWombat

She got AMD right, then exited it for a dumb swap

ifloops

AMD is about to eat shit, you made the right call champ

Neader

Ah yes AMD red again. Classic.

Ok-Indication-3754

AMD, TSM, MU, NVDA all shit

DubiousChemistry

I think it was over $3m on June 9. I had AMD, SOXL, and DELL longs that all went south. On margin, of course.

DubiousChemistry

Look at the second screenshot cost basis and sell point. It's a bit over $15m on the AMD.

hegorachi2

Me too, AMD sold! totaling $16,014,200 between us two lol

DubiousChemistry

I had been eyeing some beaten down tech post-tariff and didn't want to do TQQQ again after I ate a 40% drawdown off ATH. AMD was kind of hanging around, I went all in at 100 pre-earnings, backed out the next day at 96, take another shot at it on a run to 123, stopped out at 121. And then one random day in June it puts in the cleanest green candle off the open I've ever seen out of it and buy the breakout. It never came back to my cost basis. It had a great story with MI series chips that could take market share off NVDA and was more attractively priced for growth.

screwredditcorp

Shoulda sold AMD north of 600.

DubiousChemistry

Good career, investments that didn't blow up. Had about $1m at the start of 2023, traded TSLA, TQQQ, SOXL, and AMD to get here.

Sllyce

Well I remember very clearly gamers getting priced out of the market because all the gpus were being purchased by crypto miners. You’re right though , there was just some use here and there , they were probably 99% AMD gpus they were using

Round-Ad5063

same also from AMD, my limit is 150 lmao

Locke_____Lamora

I bought 7000 shares of SOXL and 1000 of AMD and 2500 of NOW at close. I like to live dangerously

sentientshadeofgreen

Nvidia has a strong balance sheet and has a financial interest to grow the AI industry. Companies like Anthropic generate a lot of revenue, the question is how much does each token cost them? That is dependent on a lot of things, but hardware and GPUs are major factors in that question, energy being another. Nvidia is a pick and shovel move, and will keep favorable business terms with Anthropic for as long as Anthropic remains a rational company moving the industry in the right direction that makes all of them money. The round tripping is spooky and not without risk, but all growth requires borrowing, and I'm looking at it more as instead of banks determining risk and capital access for how the industry should allocate capital, it's the money of companies who already made their money in the industry guiding how the industry grows on their own terms, not the banks'. Companies like Nvidia, Google, Microsoft are the "bank" and are growing the larger industry on terms that they believe will make them more money, and are doing so with financial and tech capital. If Nvidia's balance sheets started to degrade, along with Micron, ASML, AMD, or TMSC, I'd start to be worried about the AI trade. That's not currently the case, all companies are very strong, not leveraged to the tits. If the suppliers are good, costs can be low for the distributors. If costs are low for the distributors, profits are returned, the industry matures and diversifies and the debt eventually dwindles as growth outpaces it. The rest of the economy's health certainly impacts the pace at which the profit is generated and the industry matures, but there's nothing really to suggest the companies who already won won't weather storms to come. My biggest concern would be a black swan event like China attempting to cross the strait and invade Taiwan. That would fuck everything up, I don't think it'll happen, but if it does, weather and military indicators will give some warning for invasion windows up through late October (and there are no real clear indicators from my couch that there is a massive amphibious assault planned) or April/May. Weather is everything in military planning and there would be signs. I also can't help but think that with other parts of the world attempting to diversify away from TSMC who remains a persistent chokehold, China would probably wait until Taiwan loses that leverage.

ihope-springseternal

Insane that AMD was at $650 😂

cward2208

I remember trading AMD a little over a year and a half ago when it was $80 a share. At $500+ a share, it's just too rich for my blood to be holding it. Makes no sense. If you zoom out, it looks like a pump and dump.

MithrilHuman

Today my company (AMD) also limited AI for everyone. We used to have a budget of $6k, then $4k, now mine is reduced down to $300 "based on usage".

justlosinmoney

AMD 600 by open because fuck making any sense

SKRAITTALK

Is AMD a buy here

abandoned_idol

My specific team is hiring around ~1 new employee every month. That said, they are peddling AI to sell, so they are probably swimming in capital right now. No, I don't work for the cool and trendy Nvidia nor AMD. I'm part of a loser company. But if you're looking to get hired, I got mine by applying to LinkedIn jobs I WASN'T qualified for. XD

SpliTTMark

Advanced Micro Devices (AMD) reported record second-quarter 2026 revenue of $11.54 billion, representing a 50% increase year-over-year. Recent Revenue Breakdown • Q2 2026 Revenue: $11.54 billion (up 50% year-over-year) • Q1 2026 Revenue: $10.25 billion (up 38% year-over-year)

Efficient_Win_3902

What does that say about AMD? Almost 1T MC with 3B revenue

justlosinmoney

I swear to god I made money on AMD a few times but fuck if it isn’t a bringer of pain when I try to buy options on it

bjay1290

Sold mu sndk and wdc for AMD lite NBIS and tsmc

justlosinmoney

Welp looks like they aren’t buying AMD

justlosinmoney

Welp looks like they aren’t buying AMD

joeyeats

what market just opened at 5pm pst for AMD to be jumping by multiple $s in AH

No_Departure_1878

Nvidia makes hardware, not just for AI but a bunch of people use Nvidia GPUs. Micron makes memory, needed for everything, not just AI. Alphabet? For real? Jesus Christ... Meta? Both Meta and Alphabet are advertising businesses, AI is a side project for both. AMD makes chips, some of them needed for AI. None of those companies are actually AI companies, they are exposed to the AI bubble but they all produce stuff that is actually needed.

GarthBooks69420

Ugh, I just checked AMD and my plan like 6 or 9 years ago was just to keep buying AMD. I think it was like $60

zdra

AMD making 2 billion net in a Q.. on a 1 trillion evaluation is hilarious. The others at least have some scaling that makes sense. AMD is literally multiples overvalued

Neader

Me doing the same with AMD wishing I was in your shoes

Legitimate_Risk_1079

POLR | Polar Capital Holdings - Current Price: 752p (£7.52) - Market Cap: ~£748M - Bull Target (12–18m): 900–1,000p - Bear Target: 625–675p - Upside: +20% to +33% - Downside: -10% to -17% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Forward P/E: ~12–13 - Debt-to-Equity: Very low 🟢 - Cash: ~£151M 🟢 - Dividend: 46p annually - AUM: £43.7B as of Sept. 30 🟢 - Six-Month Net Inflows: £3.6B 🟢 - Profitability: Strong 🟢 - Shareholder Returns: Dividends + buybacks 🟢 - Price Trend: Recent improvement, but weak five-year chart 🔴 - Bull-Case Market Cap: ~£895M–£995M - Risk: Moderate - Conviction: 7/10 - Grade: B+ Polar Capital is a profitable specialist asset manager with excellent recent AUM growth, strong inflows, substantial cash and an attractive dividend. I like the fundamentals at 752p, but the negative five-year price chart prevents me from giving it an A-range grade until long-term shareholder performance improves. --- SMGB | VanEck Semiconductor UCITS ETF - Current Price: £76.91 - Fund Size: ~£7.1B - Bull Target (12–18m): £100–£110 - Bear Target: £62–£66 - Upside: +30% to +43% - Downside: -14% to -19% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Debt-to-Equity: N/A, ETF - Expense Ratio: 0.35% - Holdings: 25 - Top-10 Concentration: ~83% 🔴 - Major Holdings: AMD, Broadcom, NVIDIA, TSMC, ASML, Micron - Semiconductor Exposure: 100% - Price Trend: Strong long-term trend with high volatility 🟢 - Risk: Moderate-High - Conviction: 7/10 - Grade: B+ SMGB provides concentrated exposure to the world's major semiconductor companies. I like the underlying businesses and approximately 2:1 reward-to-risk at £76.91, but the extreme sector and top-10 concentration keep this below my A-range. --- LGND | Ligand Pharmaceuticals - Current Price: $298 - Market Cap: ~$5.9B - Bull Target (12–18m): $400–$440 - Bear Target: $235–$250 - Upside: +34% to +48% - Downside: -16% to -21% - Reward-to-Risk: ~2.1:1 🟢 - Success Probability: 65% - Forward P/E: ~43 🔴 - Debt-to-Equity: Elevated after convertible financing 🟡 - Cash & Short-Term Investments: $1.36B 🟢 - 2026 Revenue Guidance: $270M–$310M - 2026 Adjusted EPS Guidance: $9.00–$9.50 - Royalty Growth: +32% YoY in Q2 🟢 - Profitability: Strong 🟢 - Price Trend: Strong long-term trend 🟢 - Bull-Case Market Cap: ~$7.9B–$8.7B - Risk: Moderate - Conviction: 7/10 - Grade: B+ Ligand operates a capital-light pharmaceutical royalty business and recently expanded substantially through XOMA Royalty. I like the profitability, royalty growth and balance-sheet liquidity, but the premium valuation prevents me from pushing it into A-range at $298. --- GROW | U.S. Global Investors - Current Price: $2.72 - Market Cap: ~$34M - Bull Target (12–18m): $3.50–$4.00 - Bear Target: $2.00–$2.20 - Upside: +29% to +47% - Downside: -19% to -26% - Reward-to-Risk: ~1.7:1 🟡 - Success Probability: 45% - Debt-to-Equity: Extremely low 🟢 - Cash: $24.3M 🟢 - Net Working Capital: $35.7M 🟢 - FY2026 Revenue: $10.3M, +21% 🟢 - FY2026 Net Income: $3.1M 🟢 - Operating Income: -$603K 🔴 - Average AUM: $1.5B - Share Buybacks: 734K shares repurchased 🟢 - Price Trend: Severe long-term underperformance / water-slide 🔴 - Bull-Case Market Cap: ~$44M–$50M - Risk: High - Conviction: 4/10 - Grade: C+ U.S. Global Investors is a tiny specialist asset manager with exposure to thematic funds including JETS. The balance sheet, buybacks and return to profitability are encouraging, but a roughly 54% five-year decline, weak underlying operating profitability and mediocre reward-to-risk deserve a major penalty. I need to see a sustained reversal before considering this a B-grade investment.