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-72.09% Today

Reddit Posts

AMD -17% Thursday, +11% Friday. What a week. What's next?

It ain't much. But it feels amazing having doubled my port since starting 2 months ago. Fighting for each dollar..

•r/StockMarket•See Post

Jobs Day after the AI rout: can soft payrolls help tech find a floor?

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AMD reported a record quarter on Tuesday. $10,000 of it bought at Wednesday's close was worth $8,274 by Thursday's

A tale as old as time

SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?

•r/investing•See Post

Chip stocks fell 9–17% today on fears of a slower data center buildout. The buyers' own filings show Q3 capex doubled to about $202bn, and Microsoft, Meta and Alphabet closed $52.5bn plus €6bn of new debt and preferred stock since Oct 29

SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?

SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?

•r/stocks•See Post

I think in SIX MONTHS people will be regretting selling or not buying today

WoW Forever. the real reason the ai market crashed today. just listen..

The market has gone from FOMO to FOGO: Fear of Getting Obliterated.

Did anyone see today’s tech selloff coming from a technical or quantitative standpoint?

•r/stocks•See Post

Technical perspective on today, were there signals?

Serenity, the pump and dump scheme master

•r/stocks•See Post

Understanding wash sales for dip buyers

Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?

•r/stocks•See Post

$2 TRILLION wiped off the Nasdaq 100 in a single day. Is Wall Street finally waking up to the cost of AI?

•r/stocks•See Post

Dow Plunges 1,728 Points as Tech Enters a Correction

AMD met my expectations this year

•r/stocks•See Post

What Happened to Tech, Semis, and AI Stocks and Why Have They Been Crashing Lately?

•r/pennystocks•See Post

Trio-Tech Upgraded by Zacks to Outperform on Backlog Growth & Strong Liquidity

•r/investing•See Post

Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?

Why wouldn’t we drop another 20%

Guess I was right about AMD

•r/stocks•See Post

Anybody buying the dip

•r/investing•See Post

Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF

CSCO earnings will mark the end of the AI Bull market in 2026

AMD took the scenic route to fucking both calls and puts

•r/StockMarket•See Post

AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide

•r/stocks•See Post

AMD just guided to more revenue next quarter than Intel. Ten years ago Intel was 12x its size

•r/stocks•See Post

Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double

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Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump

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Nvidia makes about 25x AMD's profit but is only worth about 6x as much

id like a WSB style reddit made purely for heavily dumped "buy the dip" plays

$AMD has the AI narrative, now it needs to hold $520

•r/wallstreetbets•See Post

Expect AMD revenue to double in 2027

•r/wallstreetbets•See Post

Oldie but goodie in honor of AMD

AMD posts $13.4B in Q3 as Data Center revenue nearly doubles to $8.5B

AMD stock jumps 7% on earnings as data center revenue nearly doubles

•r/stocks•See Post

AMD stock jumps 7% on earnings as data center revenue nearly doubles

•r/StockMarket•See Post

AMD up >7% after earnings

AMD stock jumps 7% on earnings as data center revenue nearly doubles

•r/StockMarket•See Post

AMD stock jumps 7% on earnings as data center revenue nearly doubles

Stock Market Recap for Tuesday, November 3, 2026

•r/RobinHood•See Post

Stock Market Recap for Tuesday, November 3, 2026

What is happening with AMD?

AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k

•r/stocks•See Post

Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies

•r/wallstreetbets•See Post

Getting Murdered On Quantom.

•r/stocks•See Post

Stop confusing AI labs economics with AI hardware companies economics

•r/smallstreetbets•See Post

It's over

•r/wallstreetbets•See Post

MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️

$24 -> $8400 $AMD Puts

•r/stocks•See Post

Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6

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Is the ai bubble fr popping

AVGO DD(AND RISKS)

Lisa will save the market on Tuesday

•r/options•See Post

SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%

AAOI transciever qualifications and possible AMD supplier/partner?

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The real value in AI is the hardware

•r/wallstreetbets•See Post

1.5 million puts gains on AMD

•r/StockMarket•See Post

$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?

AI Bubble is finished but I don't care

•r/stocks•See Post

Do you think the crash will continue next week?

Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!

•r/wallstreetbets•See Post

AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing

•r/investing•See Post

Big Tech lost $900 billion in market cap and the AI spending story is cracking

•r/StockMarket•See Post

Big Tech lost $900 billion in market cap and the AI spending story is cracking

earnings preview for next week, mostly watching AAPL and AMD

•r/stocks•See Post

Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance

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What are some of the traps you almost fell into when investing?

•r/stocks•See Post

Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?

•r/wallstreetbets•See Post

Finally CBRS making moves…

•r/wallstreetbets•See Post

Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171

•r/wallstreetbets•See Post

As AI becomes more fractured, one names stands out: AMD

•r/wallstreetbets•See Post

Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet

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Meta announces $95 billion stock offering to fund AI expansion

•r/StockMarket•See Post

After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?

•r/wallstreetbets•See Post

Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀

•r/StockMarket•See Post

How’s everyone coping? $30K down today 😭

•r/smallstreetbets•See Post

Backtested strategy what should I buy

•r/StockMarket•See Post

Google, Netflix, Uber

•r/StockMarket•See Post

What's your take on the market, currently?

•r/stocks•See Post

Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)

•r/investing•See Post

Why is market crashing again? I'm so sad.. I cannot habibi

•r/wallstreetbets•See Post

+$16,000,000 on AMD and SOXL. Sold it all.

•r/wallstreetbets•See Post

+$16,000,000 on AMD and SOXL. Sold it all.

•r/StockMarket•See Post

Warsh and factories: will today's data force an October Fed hike?

•r/wallstreetbets•See Post

Chump change (4th acct still)

•r/StockMarket•See Post

Nvidia, AMD, Micron fall as AI stock sell-off deepens

•r/options•See Post

0DTE put went deep ITM after-hours - any way to exercise after cutoff?

•r/wallstreetbets•See Post

idk if i can do this anymore

•r/smallstreetbets•See Post

$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year.

•r/investing•See Post

You will never beat the market unless you understand this one thing…

•r/investing•See Post

Genesis Mission Expansion: Tech giants commit $2.4B in compute to bridge AI with federal Quantum & Science research

Mentions

Yes, this is how I learned about AMD's growth plans through Lisa Su.

Mentions:#AMD

It was just a theory I had right when the spacex ipo news was released that they'd fuck over anthropic and open AI and buy the talent. And then the amount of borrowing from larger companies including spacex makes me think ANT walked right into it because ANT committed to paying for their infrastructure whether they use it or not. So even if it doesn't exist ANT has to pay them billions. by them I mean Broadcom, Spacex, Google, Amazon, Microsoft, AMD. But Google diluted this spring and bought a fuck ton of ANT shares I think they expect to be paid back partially in shares. If the market doesnt recover before that then what?

Mentions:#AMD

simple, if I just put it on a few tech stocks then I would be absolutely crushed right now. Upside is you make shit loads (just look at AMD gains this year!) but when things go wrong, they go really wrong! I don't have that gambling mentality and it blows my mind people that gamble this way when you are already sitting on retirement money. When I got to retirement level money I went low risk. Bonds/ETF. Meanwhile some of my friends are still gambling all their hopes and money into altcoins.

Mentions:#AMD

AMD full year revenue for 2024: $25.8 billion, 49% gross margin AMD 2026 guidance for Q4: $17 billion, 55% gross margin

Mentions:#AMD

AMD NVDA merger fuck yes please and thank you

Mentions:#AMD#NVDA

Will AMD see $300 ?

Mentions:#AMD

You don’t need 3.7t to move the market 3.7t worth. If you sell Nvidia for $1 when it’s trading at $200 and there is no buyer or seller in between then Nvidia will now trade at $1. That means Nvidia lost 5t of market cap and so did the market. That’s all that happened here. There were more sellers trying to get out then there were buyers, nobody knows how much money was lost or used to do it. If you look at the premarket 9:20-9:30 candle on most stocks, especially semis, they were brutal. AMD and Micron dropped like $20-25 before the market even happened on like 50-100k shares. For comparison, the 9:30-9:40 volume candles are usually 5-10 million on most of the popular tech stocks.

Mentions:#AMD

I was oretty proud of my AMD put from $60 to $700

Mentions:#AMD

Has 7-day trading started already? I'm seeing premarket numbers move for the AMD stock 🤔

Mentions:#AMD

The leather jacket never comes off. Insiders know why: it isn’t cowhide, it’s a living thermal dissipation mesh forged from pure liquid-cooled sorrow, hardcoded to throttle Jensen’s pulse whenever he enters a five-mile radius of a U.S. Commerce Department official. Enter **Megaspeed International**, a shell company operating out of a shared WeWork broom closet above a Singaporean chicken rice stall. While the Western press was obsessing over prompt engineering and autonomous coding agents, Megaspeed was orchestrating the greatest geopolitical heist in human history armed with nothing more than an invoice generator, eight hundred shell entities named "CloudSynergy Apex Holdings," and the raw, electric power of forbidden passion. Sources familiar with the matter report that Jensen didn’t just visit Singapore for the chili crab. He was seen standing at the edge of the Marina Bay Sands infinity pool at 3:14 AM, rain slicking his dyed jet-black mane, whispering sweet tensor optimizations into the ear of Megaspeed CEO and alleged triple-agent Alice Huang. **"You wouldn't dare export dual-slot PCIe form factors to Shenzhen,"** she murmured, brushing a droplet of dew from his iconic collar. **"Baby,"** Jensen reportedly whispered back, his voice dropping an octave into pure FP8 precision, **"for you, the more you buy, the more you save."** Suddenly, the math checks out. Why does an island nation smaller than Indianapolis account for one-fifth of Nvidia’s global gross revenue? Because Singapore is no longer a country—it is a physical GPU heatsink disguised as a sovereign city-state. Underneath the botanical gardens lies a subterranean trench packed wall-to-wall with smuggled H100 SXM5 modules, radiating enough thermal energy to alter the Earth’s rotational axis by three degrees. Every time an elderly tourist buys a ticket to the Singapore flyer, they are actually stepping onto a kinetic dynamo powering an unmonitored clandestine cluster training a rogue language model on state-approved poetry. Meanwhile, back in Washington, Jensen is pacing the gilded corridors of Mar-a-Lago, sliding bespoke leather swatches across the dinner table. **"Mr. President,"** Jensen lobbies through gritted teeth, gesturing wildly with an autographed gold-plated wafer, **"you don't understand. If we don’t sell them the chips, who will? AMD? Do you want a world rendered in 30 frames per second without ray tracing? Is that the American Dream?"** The establishment is blind. They think this is about semiconductor dominance, geopolitical containment, and multi-billion-dollar enterprise supply chains. It isn't. It’s an operatic, high-bandwidth telenovela where trade sanctions are just foreplay, the Department of Commerce is an unwanted third wheel, and two lovers communicate exclusively through encrypted parity bits buried deep in the CUDA 13.2 kernel drivers.

Mentions:#AMD

Honestly i just do alot of research. I also try to mostly trade companies I understand them/the industry. You can do well just look at what's going on in the world and thinking "where is the opportunity?" . Example: AI company CEOs make headlines calling to slow down frontier models. Everyone panics, talks about how tech is fucked. While i go buy up cybersecuroty calls on open. The other thing I do is trending following. Momentum is real in stocks. Don't try to Sail versus the wind. I alao try to look at companies numbers, the companies growth narrative, how is it preceived ect... So.ethung like Micron, AMD yes these companies in shorts term sowntrends. They also have insane growth rates while printing huge amount of money. Its hard for me to see them dropping beyond certain prices.

Mentions:#AMD

What's an AI stock? Apart from Open AI and Anthropic, there aren't too many pure AI players out there. Each company has put a spin on what they do to fit in with the narrative. I bought Google on the dip as they're a search company with a lot of other stuff thrown in. Nvidia and AMD are chip companies which AI companies happen to need to run their models but data centres and computer geeks also need their stuff. Coreweave etc are data centre companies and could equally be just cloud infrastructure if that is what the narrative dictates to shift their share price. The prices have taken a hit as maybe AI isn't as immediately transformational as people think. Yes, it's pretty amazing for coding for instance but it needs to absorb human intellect to really excel at a lot of enterprise processes/ workflows. If companies don't expose the models to this for regulatory or legal fears, it's still of limited use. Maybe people starting to realise this.

Mentions:#AMD

I switched back to bull after huge selloff. AMD at 400 is a steal. Hard to say if we see a huge rebound. But i think it oversold. QQQ is down 15% in a month! .People gotta be more descriminating with tech stocks tho. Intel is not worth its market cap. Otoh, SK hynix is bargain. I think my bullrun of cruise stocks is nearing its end. Though I could easily see another 20 to 30% gain for them if right end of year rally. I need new sectors to cash in on Especially if tech downturn continues

Mentions:#AMD#QQQ

Lol. If you want to. Right now i have 1 CCL call option $26 strike 1/15/27. Bought for 445 Thursday. Hoping to sell for at least 550 to 600. The "safe" run on cruise is over now that CCL around 30 range. It could keep going up, but near recent high point. Plan to stop playing cruise line call game in about a week. 5x AMD shares, bought at $408. 3x Micron at $668 5x SK Hynix at 131 All shares bought on Thursday. If prices drop again I may go into more AMD. I have one play im very excited over. Based on earnings call in next cpl weeks. But otherwise im hoping tech rebound, market really into hollidays . Doing research on various options. I hate relying on tech.

Mentions:#CCL#AMD

I haven’t looked at AMD in a while. NVDA is stupidly profitable but its hard to project. Its growing at obscene percentages and looks to keep doing so. If they actually do youll make a ton. If they don’t….Meta is looking very solid. They are growing well but don’t really have to in order to justify current prices.

Mentions:#AMD#NVDA

This. In fact, I'm looking at divesting, or at least reducing my position in, the Meta, Nvidia, and AMD stocks I've owned for years. Might as well take the profits because there's nothing to take...

Mentions:#AMD

I thought he was banging the AMD CEO

Mentions:#AMD

Even worse, AMD graphics cards

Mentions:#AMD

Could have made it alll back to end the day on breakeven if i held to puts. I got scared by the algos who kept pumping AMD and INTC while memory was being sold off hard to deleverage. I am the same guy who also paperhanded INTC 56 calls that 5x'd during the day

Mentions:#AMD#INTC

What has actually changed, or been a catalyst for return to "fair value" as you say though? Nothing happened, at all, and INTC dumps from 140 to 50, AMD from 650 to 400, GOOGL from 400 to 280, and the list goes on. Government is in a gridlock, telling me that nothing will change for 2 years, meaning that whatever condition these companies are operating under - will remain. So why would it dump further?

I think customers have reached a point where they are getting wary of overpaying on advanced semiconductor from other vendors. In this instance, Microsoft are making their own custom AI accelerator MAIA (200/300). They are making with TSMC and have a rack-scale configuration. Likewise AMD and NVIDIA are all making their chips over at TSMC. So you’re going to the same supplier for the end silicon. The irony then becomes a lot of the free-cashflow have been to the fabless chip designers. And free-cashflow and debt load is now a concern for investors. Since there is only one common supplier, the smart boys would have come to the realisation that if AMD and NVIDIA keeps getting advanced wafer from TSMC that is causing me to pay more when capacity is constraint. Therefore alternative are finding another supplier maybe Intel Foundry or produce something comparable to NVIDIA hardware in-house and reduce the margins made by those fabless designe companies

Mentions:#MAIA#AMD

All I’m saying is, AMD has a 362 gap that never got filled. 😉

Mentions:#AMD

Google was the "Chinese AI Lab" to the established players (Yahoo!, MSN, AOL). Reddit was nobody until Digg fucked up. Uber, Lyft, et al basically took over established cab company monopolies. Until then, a taxi medallion was a safe investment. MySpace was a thing until Facebook. Intel was the undisputed king of semis until NVidia and AMD ate their lunch. They dropped out of the DRAM business. They barely have a functioning fab business any more.

Mentions:#MSN#AMD#DRAM

VIX remains elevated and was rising into close, weekend prolly gonna be interesting. Got a few SPX and AMD puts, as a hedge mostly

Mentions:#AMD

MU AMD Amazon Nvidia goog meta X

Mentions:#MU#AMD

From now on AMD is the only dip I’m buying

Mentions:#AMD

Which has the most downside next week: Intel core or AMD?

Mentions:#AMD

What is the chance AMD reaches 350 next week?

Mentions:#AMD

right but the key is which nvidia chip. like how far behind is maia 300. microsoft currently runs inference on H100, H200, B200, B300 and soon Rubin. They also run inference on AMD MI300X, MI400 and i think Cerebras runs some Azure as well. Also, Maia 300 seems to be only for inference. it doesn't seem to be a training chip?

Mentions:#AMD#MI

AMD plzzz stay above 445

Mentions:#AMD

AMD 460 eod?

Mentions:#AMD

AMD is having a massive dip, my plan is to hold, I think things will continue dipping because midterms/I think the general consensus is people are very worried and tense. If you’re specifically interested in tech companies google, Apple, Advanced micro devices, and nividia are all well established companies that I think will continue to see growth in the long term. But I think we will continue to see a big drop in the coming weeks. Also you should really be diversifying I know it’s lame and everyone hates this advice but it’s just the smartest thing to do, the majority of your portfolio should be held in an index fund if you’re looking for long term wealth/financial security. On the other hand if your goal is to make a quick buck you honestly might as well open kalshi and start betting it’s all the same bullshit there’s unfortunately no magic give me money button.

Mentions:#AMD

Not all companies are going to be loser if AI spending as well as rollout slows. I would see $INTC as well as $AMD to be the massive beneficiaries of such actions.

Mentions:#INTC#AMD

Limits on datacenters is a bit bipartisan. Not sure the election is entirely to blame as much as a catalyst. Limits might also make sense. There are echoes of the fiber build out in the late 90's early '00s or the railroad build out in the 1800's, where people are over building infrastructure, hoping theirs will be the one that gets chosen. And which build out wins? Nobody really knows yet. Heck, even something like Nvidia isn't guaranteed, since AI can come up with a new chip design that's better or more efficient than Nividia's, and they become an also ran, like Intel with their x86 vs. AMD, but on an accelerated scale. It is something like diamond hands or wendy's it is a risk on my scale. Ordinary people are right to be leery of data center build outs, I don't want some big noisy thing in my town making my power more expensive, and using that power to take my job. I'm not the one to gain by that, unless I'm seriously invested in these outfits, but even then, I don't have enough capital to make those gains replace my income. And the water, like the Colorado river doesn't have more to give, it is already getting entirely drank before it reaches the sea. Adding a bunch of thristy clankers to the hose isn't going to leave enough for all the people. We're already facing an over population problem, that's the root of environmental concerns. Adding a bunch of fake people eating our resources isn't going to help. The capex spend should be slowed down to a level that matches demand and available resources for it. This rate is unsustainable. These clankers are coming for my $50/hour tech job, being able to do it for $25/hour, but then what am I going to be able to buy with my $12.50/hour service job? Hopefully heat and water, which will be more expensive because the clankers that took my job moved those things up the demand curve. At $12.50/hour, after AI comes to be, I'm not going to have much left to spend on AI or the things it is doing for $25/hour. It's really hard to see the ROI for me as a non-billionaire pleb. I don't see the value in buying that product as a customer myself. If it has any utility, that is above my pay grade. I don't really have enough free cash to spend on the products to justify the valuations, and I don't think other people do either. $2T divided by every man, woman and child in the US is $6k per. I'm not spending $6k on AI, much less $18k to buy it for each of my family too. Remember only 1/3 of US people actually work. 2/3 are either too young or old. Maybe you have an extra $1500/month to buy AI products directly or indirectly, but after food, shelter, heat, water, the things I need for life, I don't. There's not much intangible I'm willing or able to spend $1500/month on that won't give me a return. It is bad enough that's what I spend on health care, which is 17% of GDP. AI isn't going to get to 17% of GDP, there just isn't the room for it, and at least healthcare creates jobs, the largest employer in my town, and most others too. Might be time to check these numbers on a macro scale. I think they have more to come down, or take a while to get back to these stock prices honestly. Maybe they said the same thing about railroads too back in the day. This is the reason I'm not in QQQ or even SPY, but maybe I'm just doomed to be poor one way or another. Maybe for being too much of a skeptic or cynic. I just want to be able to live out my days by finding the thing will let me do that. And dam it, I'd like a little more ram to play some video games to distract myself from this nonsense. Is that too much to ask? Maybe a solution to these datacenters is to go distributed like the seti project, or how bitcoin mining used to be. That could be the disruption that pays, but hopefully it is open like the internet used to be. I've seriously considered using a bitcoin miner to heat my house. Notice how those are now custom built to purpose chips, no longer nviida. Maybe we can just use AI during the day when there's solar, or the winter when we need heat anyway. 24/7 availability might be too much for something we don't need. rabble rabble rabble. world is fed, but we knew that already. Thanks for coming to my ted talk.

Mentions:#AMD#QQQ#SPY

MAN HOW DOES AMD GAIN 3 Fucking PERCENT I BOUGHT SPREADS 3% OTM WHAT KINDA FUCKING SCAM RIGGED ASS MARKET IS THIS MAN

Mentions:#AMD#GAIN

AMD is a fucking bullshit stock 2 hours left and spreads are worth 1x3 OTM probability of profit was 84% and now it’s fucking 25% probability this markets a joke

Mentions:#AMD

I am just saying I would leverage everything I own if I get a chance at MU - $100 AMD - $100-$250 AAPL - $250 NEXT WEEK

what happens if i hold my 3 day AMD puts over the weekend

Mentions:#AMD

Ummm were you under a rock when AMD just reported earnings?

Mentions:#AMD

If you compare it to the junk Ai like IREN or CoreWeave sure… AMD, MU and SNDK absolutely embarrass this shitter

Rumors cirlcing around is that CRWV reached out to NVDA to try to get them to back their debt and Jensen didnt want to. That apparently happened late last week which is exactly when the SOXX started falling off a cliff. ANd it makes sense. NVDA and their vendor financing and financial engineering is what made the AI trade go from a pattern to an insane bubble. If the main company responsible for this is refusing to back CRWVs debt, its fucking OVER. Anyway, I will continue to post and hope that some bulls actually read a message and think about it instead of just instantly downvoting. If this is the end of the AI bubble, people truly dont get how messy its going to get. AMD for example could EASILY go down 80% from peak. Its done it more than once already. A guy at my gym was bragging yesterday about how he had 20% of his account in cash and used it all on AMD at 420 yesterday and he plans on selling when it makes a new ATH. I told him enjoy holding AMD for 15+ years

The trick with GME is not buying it high. I built a sizeable position at a $25 cost basis. It’s the individual risk stock of my portfolio that I adore. Just loaded up on SPCX in the 120’s as well. And then there’s Ebay. I have peers and their parents who made it big dumping money into individual stuff since 2014 or so. Apple. Tesla. AMD. NVDA. They are in tech industry backgrounds by career and it was no brainer shit to them as they lived and breathed those products already. Have to dig into stocks yourself and ignore the online weasels, bots, and trolls that target your emotions.

AMD is trading at the same valuation as it was at $85 per share a couple years ago 😂

Mentions:#AMD

What about AMD 250

Mentions:#AMD

I miss AMD 650

Mentions:#AMD

Yeah AMD was down 17% So still missing about 8%

Mentions:#AMD

I’m not being a smart with this question: Can someone explain to me on a technical level, how this company is even remotely close to being worth $1.1 trillion? In the first 9 months of 2026 it generated $33.24 billion in revenue and reported $104 billion in losses. It holds $895.4 billion in commitments, excluding those with AMD, Google, and SpaceX. It has $146.6 billion in cash or liquid assets on hand.

Mentions:#AMD

I’m glad I already have no money because I genuinely would have bought AMD puts yesterday before close

Mentions:#AMD

>Key AI stocks were mixed. Nvidia (NVDA.O), rose 4.5% >Other heavyweight chipmakers, including AMD, Intel (INTC.O), Broadcom, and Micron Technology (MU.O), were up between 4.5% and 8%, while Elon Musk's Tesla (TSLA.O), and SpaceX (SPCX.O), were also up 2% and 4% after losses earlier this week.

You can thank OP's selling for the recovery. None of us is aware, but OP has been jinxing the AMD stock price action.

Mentions:#AMD

I told you when AMD was 12% that its joever and you didnt listen

Mentions:#AMD

made a bit less than max profit on $AMD was a bit peeved but if I was still in that bitch it would have been a red day for me lol timing the market beats time in the market

Mentions:#AMD

Man that guy that made fun of me for shorting AMD at 550. Fu and all the other guys. If y'all were in AI companies y'all deserve these red dildos

Mentions:#AMD

AMD $500 C Nov 11 yes or no ?

Mentions:#AMD

of course AMD goes down like 10 minutes after I sell my 450p..

Mentions:#AMD

Thursday it closed at $404.40, **AMD up 12.6% on Friday to $455.** I hope you didn't sell yet.

Mentions:#AMD

If AMD doesn’t close above $600 by noon market is rigged

Mentions:#AMD

Haha I was so close to selling my AMD yesterday

Mentions:#AMD

HiMS or OKLO or IREN or INTC or AAPL or NVDA or AMD or MU or

Imagine being an AMD investor just checking in for the first time since their blowout ER.

Mentions:#AMD

Glad I bought AMD at 408 yesterday

Mentions:#AMD

ofc it makes sense, intc and memory. AMD and others I am less convinced but they probably bounce too. CRWV & friends, now that's a different question and I have no fucking clue

Mentions:#AMD#CRWV

so AMD goes from 514 to 400 and now back to 444 in what 48 hours or less....

Mentions:#AMD

Could have bought AMD dip but not. Bought GOOG

Mentions:#AMD#GOOG

AMD was at 1trillion market cap; now 650billion

Mentions:#AMD

Why is AMD premarket up $34 when I bought puts yesterday 😃

Mentions:#AMD

I am Yolo at AMD Puts

Mentions:#AMD

After what was lost in the NASDAQ since Wednesday I hesitate to call this a rally. There were some really good earnings today, and in the past few days like AMD - which was thoroughly crushed despite them. I agree there are some bargains out there, but a longer time frame expectation before the bargain is fully realized is needed.

Mentions:#AMD

I'd say some people care, these numbers get thrown around a lot right now. That's kind of why I flipped it. And your capex point is basically what the table shows. MU and SNDK are already priced for almost no growth, so the market expects that drop for memory. ARM, AMD and MRVL are priced as if the spending keeps going for years.

I cant remember if i had 4000 shares of AMD at 2, or 2000 shares at 4, but i think i sold them at a profit of like .25 cents per share. Lol FUK!!!

Mentions:#AMD

FYI, the stocks that led the market this year like AMD, MU, SNDK, etc probably won’t lead again next year

Mentions:#AMD#MU#SNDK

AMD and the likes have also been priced like absolute winners, so if we go from “data centers everywhere you look” to “chips in phones and some data centers”, that’s still below the expectations of the market.

Mentions:#AMD

Still gonna need the computer. There will be ai chips in phones and data centers for years and years into the future. There will be hardware refresh cycles. Companies like AMD are going to be winners for the next 5 years.

Mentions:#AMD

Fair points, so I reran it with that. With 2.5% growth forever after year 10 instead of zero, every number drops slightly: ARM 35%, AMD 28%, AVGO 18%, NVDA 17%, QCOM 6.5%, MU 0.3%. The ranking doesn't change. On the first point: read the rate as the 10-year average. NVDA growing 50% now and slowing to single digits later can average out to \~20%. A front-loaded path is actually worth a bit more than an even one, so if anything the flat rate overstates what's needed.

I think AMD is a good bellwether for this market. \-It’s down 15% yesterday. \-it’s down 35% in a month \-it’s still up 200% from a year ago \-It’s STILL after this correction valued at 85x earnings \-it now faces a potentially less favourable market as far as capital being spent on what it sells in the time frame we expected. \-it was already priced for absolute perfection ( maybe even beyond that) \-if it fell another 50% it would still be priced for near perfect execution SO you can’t tell me the entire market is having a sober look at these tech AI plays and saying Wellllllll, what if \_\_\_\_\_\_\_\_ So I think the panic is that we aren’t even close to the bottom, and the indiscriminate selling kinda says the same thing. Just a opinion, not even necessarily my base case

Mentions:#AMD

Pretty much my point. For MU the price only needs \~2.6% a year, so roughly today's cash flow holding flat. If you expect memory earnings to crash once competitors catch up, then MU isn't cheap at 4x. The P/E just looks low because earnings are at the peak. The other end of the table is the opposite case though. ARM, AMD and MRVL are priced for 30 to 40% FCF growth a year for 10 years. The market isn't assuming steady earnings there, it's assuming the rocket keeps going. (Small detail: the model is 10 years of growth, then flat forever, not 15.)

>I'm looking at Nvidia, MU and AMD. I feel all 3 are much more insulated from the debt fueled mania that CoreWeave and others face. Isn't Nvidia backstopping Coreweave debt? And some other basically SPVs that Nvidia uses for the circular financing schemes?

Mentions:#MU#AMD

*laughing in 3mm in $VTI*  Don't worry, I'm hoping AMD and GOOG LEAPS too fucktards 

Mentions:#VTI#AMD#GOOG

Nvidia is the stand out with a wider moat. AMD less so despite earnings and MU is up so much and walking it back and probably has more to fall in fear of commodity and cyclical nature of memory

Mentions:#AMD#MU

LoL it's not over. It went down because of low personal computer sales (it's actually because the data centers are buying up all the ram, so PCs are becoming unaffordable) and market fear of regulate from the midterms results. AMD and smci are beating estimates. Amds revenue is a 45% from a year ago. Smci revennue is up 300% from a year ago. $1.81 vs it's expected $1.23. I have AI monitoring my stocks.

Mentions:#AMD

Bought the dip yest. on MU, AMD - Kinda feel like I shoud sell now and take my 8-9% profit, but I guess I'll just wait until market opens, and make 3%.

Mentions:#MU#AMD

Ten years ago AMD was trying to catch Intel. Now it may outsell Intel and the stock is still down 21%. The market saw the plot twist and said, "Okay, what happens next?"

Mentions:#AMD

No one would touch AMD at $100 back in 2022

Mentions:#AMD

I sold all my tech stocks with the exception of Apple. My highest profit was buying AMD years ago at 75 and selling at 630. Today it is at 402. And the bloodbath has not even properly begun. If I wanted a high risk play I would short Anthropic. My belief it is at least 50% overvaluated.

Mentions:#AMD

OMG it was insane! I had TSLA lottos that expired the day before, much to my frustration. I was gutted after I woke up and the big moves were done. My AMD banbet was a win, though. Even though I made that one by accident lol.

Mentions:#TSLA#AMD

2022 washed me out. The media said losing sales to China was a death knell for semiconductors. It was my biggest sector so I believed it. I had 10 grand in both Nvidia and AMD and sold 90% of it.  Now here we are. Back to 10 grand in each but a lot less upside. I waited too long but just didn't have the funds either. So I used margin. So now I pretty much owe the devil my soul

Mentions:#AMD

Are AI companies dead like MU AMD and SNDK dead or over reaction.

Mentions:#MU#AMD#SNDK

AMD, MU and Meta

Mentions:#AMD#MU

Oh no I was joking, I’m honestly just going to stare at the market before making a choice, considering either AMD puts or calls tbh

Mentions:#AMD

Yes you want to buy AMD puts :pepeuwu:

Mentions:#AMD

How bout AMD

Mentions:#AMD

AMD tomorrow?

Mentions:#AMD

Tweaking, have puts on AMD & Nvidia for tmr, any thoughts? Bad choice?

Mentions:#AMD

Genuinely considering buying AMD puts

Mentions:#AMD

It is cherry-picked, but come on, Intel isn't just another company. There are like 2 major companies making x86 CPUs, and Intel is one of them. Aside from the consumer desktop market, Intel has consistently led AMD in worldwide CPU shipment share.

Mentions:#AMD#CPU

AMD someone buy my fucking bag

Mentions:#AMD

AMD sucks and Su Bae needs to step the fuck down she sucks as CEO

Mentions:#AMD

>  to clamp down on the very thing that's keeping economic growth going in the country. > I'm looking at Nvidia, MU and AMD.  Effing lol

Mentions:#MU#AMD