AMD
Advanced Micro Devices Inc
Mentions (24Hr)
-17.65% Today
Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
Nvidia and AMD, and even ARM processor companies been eating their lunch for years, Intel has to keep their prices down so the last 3 ignorant buyers still purchase their processor to use.
The US market is relatively efficient. Investments tend to concentrate in the leading company within a given sector or theme. Compare NVDA to AMD. So in the long run, catch ‘falling knives’ is unlikely to outperform simply holding good companies or following the upward trend.
You lost me at calling a PE of 74 ridiculously high in the current climate. AMD is 109.78, TSLA is 312.22, INTC after being sub-10 for ages is 630.17. Also, paragraphs. No one's going to read that, lol
I dont see any of your comment history lmao either, did you block me loser? Resorting to personal attacks because you’re so butthurt your AI bubble is popping. You bought semis in one of the most manic bull markets in history and think you’re some sort of genius when you’re not unique, intelligent or prescient, just another delusional bull riding a wave. And AMD sold 10% of itself to psychopath Scam Altman cause it was so desperate to join in on the pump as mi500 is garbage no one wants. It’s going to be one of the worst decisions they’ve ever made when OpenAI goes bankrupt, the mag 7 cut capex and AMD collapses in on itself just like in 2001. Sincerely, Loser 😂
Whole thing balances on TSM/ASML. Could see argument for AMAT argument but that’s the easiest of the 3 to get around. NVidia will come to earth somewhat. Intel has resorted to lobbying as they have had poor fabs and architecture for years and added to that with a poor response to issues recently. AMD of the 3 has the most room to run. Most of the GPU/AI architecture advantage is gone already it’s just current software is designed with CUDA in mind rather than AMD/others. Performance to watt with die size in mind on gaming (which takes AMD more seriously) already has them near even. AMD has had a huge advantage in defect rate on the CPU side due to chiplets and will almost for sure be the first to do it on the GPU/AI side. With limited foundry availability and defect parts not being comped, this is the next major step. If I was betting, ASML long, TSM long, AMD long. Uranium for power delivery as transistors are already a dozen or less atoms wide. Whoever can leverage MIT’s research into more efficient TEG’s as well which should go a good ways towards power recovery. Industry is going to be linked to energy for at least a decade now. The whole sector lost its luster a bit for me though with AI. The back turning on consumer facing products is lame (well outside AMD anyway). AMD gained data center CPU ground by hitting consumers first and proving their architectures advantages. They’re slowly doing the same with GPU’s now.
Why do you hide your comment history? Scared everyone will see your long history of shitty calls and losses? My comment history is public. You can verify I started buying AMD a year ago and bought a crap ton more when it dipped Feb-April my cost average is around $100 a share. I think it has massive upside from $210 the next 5-10 years. I have nothing to hide. I’ve been a huge bull on GOOGL and AMD and made a ton of money. Freely peruse my comment history. Feel free to share yours and stop hiding ya loser.
I’ve made a crap ton of money in AMD this year lol. Keep betting against the market and losing.
Ahh an AMD bagholder I see, maybe one day you'll see ATHs again
I invest in known reputable companies MSFT, NVDA, AMD, NKE and like others. So even if the stock value goes down, I will be back in time. Plus I keep stocks for a long time. It's mostly a reliable process for me.
Nothing against AMD … not long neither short …. If you are an investor & can get more return for your dollar then why not ….. I appreciate loyalty , but it ain’t marriage that you keep hoping for improvement …..set aside your emotions & keep your delusions from cloudy your decision ….. it’s time for Sector rotation I think … Palantir , NVIDIA & now Oracle & Broadway has set the pace already ….. Cautious & Smart investors should start trimming esp if Micron this Wednesday disappoints the investors .
This guy thinks Broadcom and NVDA are the only players in the space 🙈😂 Marvell Alchip GUC Murata Mediatek AMD Samsung
If Intel gets Fab customers, and they can get down to 2-3 nm nodes, they could be a force in the future. Taiwan Semi is having staffing difficulties in Arizona, so Intel has a chance to get some share. TSMC is only producing the smallest ones in Taiwan. With China threatening a takeover of Taiwan in 2027, why wouldn’t the company develop the best capabilities in the US, where we could defend them without a world war? So, I hope the new management at Intel, can bring back the Fab potential. The design side is already far behind AMD and the other majors. It will be beyond 2027 when Intel can compete on that side of the business, regarding AI.
Is NBIS the new AMD?
My PLTR and AMD and tech got slaughter hard. Weed saved the day. That's like never happened
Except the part I had NVDA, MSFT and AMD calls for most of the last 2 years LMAO🤌
Not yet. I still think IONQ, MU, AMD CLSK, QBTS and QUBT have room to run. Please….tell if I’m smoking crack, as it were.
Ugh. Not a good day to be in AMD and Google. But at least it was a better day than Broadcom had.
Yeah, I manage my Fathers(well, parents) portfolio for them and I bought 5000 shares of AMD and 5000 of AVGO. Today I'm getting calls asking why AVGO is crashing. Like... dude, you got it at 145. It was up to 430 or whatever after hours, but this isn't "crashing." These stocks just feel like they're in that phase where more emphasis is going to be put on the actual earnings and now 3-5 year outlook(to the upside at least). I have no doubt when NVDA reports Q4, it's stock is going to rally and be back up over 200, maybe 215. It's down to a point where it is actually a good value.
It’s very straightforward, all you need to do is when $AMD price is about to … see more
AMD and NVDA suffering the worst of anything I'm holding, but honestly everything else is flat. I'm sure today will end pretty neutral. Curious if we get a Santa Clause "rally" (though "rally" implies a prior downturn lol) or if we've already had one. Looking forward to the end of year Portfolio Wrapped. (Which will compose of me looking at my spreadsheet from January and somehow confusing myself.)
All right AMD, put your back into it. If Tesla can go green today, so can you.
I'm saying this as someone that has way too much money in AMD, but well done.
META forward PE 22 NVDA forward PE 23.5 ORCL forward PE 24.5 MSFT forward PE 25.5 AVGO forward PE 26.5 GOOGL forward PE 27.5 AMZN forward PE 29 NFLX forward PE 29.5 AAPL forward PE 30.5 AMD forward PE 33 TSLA forward PE 209
Rising prices are great when people had a bunch of free cash handed to them to pay them. Now the consumer is getting hit from every side w/ cost increases, like the president said though, maybe we don't need however many "pencils"... I don't know what retired ppl you know but my parents costs have not gotten down since they've retired. If anything they go out more now. "Healthcare has always risen" is a bad argument and you know it. I forgot to mention I do have a small hedge, long term puts 1-2 years out on AMD, QQQ and Palantir. Less than 10%, but that's all you'd need. Missing out on some potential epic stonk gainz isn't a "risk" it's an opportunity cost I'm willing to eat in exchange for risk prevention and potential massive profits if it does crash.
This is the macro problem atm: lots of money is sitting there that could be spent, but on what? Like we had this massive run up the last week, and if you were sitting on a basic S&P index you wouldn't know as most are down or about neutral for the week while the Russell is way up. The last tech rotation was taking all that money in Amazon, Microsoft, Nvidia, and AMD and moving it toward Broadcom and Google because of Gemini 3 and TPU speculation. Then everyone looked at how insanely overvalued Broadcom got yesterday even if the numbers were good and pulled out. Also Oracle seems like it's going to drag the entire sector down by itself with its insane credit risk, so investors haven't even shown a new target yet other than Apple playing the role of Switzerland in this entire AI clusterfuck equation and reaping the benefits from it. Otherwise investors may just be sitting it out until another Gemini 3 moment happens. As the op said, there's a banking run going on so that's been great for my BAC shares, but that's closing in on 12-month price target levels at this point. BAC is trading at higher than its moving average than Nvidia. I think I'm good at sitting on my existing position there for the moment lol.
That guy with the AMD puts made a nice chunk of change today
Agreed. I think it is continuation of profit-taking trend in AI stocks that started around Halloween. ORCL's disappointing earnings were an exception. Most AI stocks have had stellar earnings and very robust guidance, be it NVDA, TSM, AMD, AVGO, etc...
NVDA, AMD, INTC, but literally anywhere you look is getting its pp slapped rn. Semis are kinda silly at least until China confirms whether or not they’re gonna take the NVDA chips, I’d assume they will and do a similar play they did to TSLA (catfish in a koi pond kinda thing).
Uh oh! My bear is coming out Sold calls against my SPY position Placed bear put spreads against AMD and NVDA. Those have not filled yet
AMD next, they also have a huge deal with open ai
Yes. That's the three trading days after Christmas. It appears we're getting a Grinch Advent though, considering what's happening to my poor AMD position.
META, ORCL, AMD, MSFT, NFLX, AVGO... next up to get rugged is HOOD, then CVNA.
Based on the estimates Lisa su gave during FAD, which she never misses and typically presents the bear case, would give AMD a forward PE ratio of 10. They made 29 billion last year and already have deals for over 50 billion next year, still more deals to be made obviously
I agree with why ppl are buying it but doesnt nvda have lower forward p/e with more revenue growth expected? AMD and broadcom have existed for decades, theyve been trying to steal and have stolen some but never to the point where nvda is less of a buy than them no?
so you're saying AVGO has low Forward P/E? What are their forward P/Es then, perhaps maybe its just temporarily inflated because of forward P/E. So what's AMD's forward P/E? I mean this is all great but I noticed you didnt comment at all on NVDA yet broadcom and amd are ahead in growth for the stock for the year. To be objective, you cant leave out NVDA. I would think for all 3 that NVDA has the lowest p/e and forward p/e implying its undervaluation with most projected revenue growth.
Stocks are bets on the future. Nvidia is the leader of a monopoly, and people are betting on AVGO and AMD to steal market share from them.
I find it hilarious how overvalued amd and broadcom are with their extremely high p/e but then nvda is super undervalued at 44 p/e. Broadcom and AMD have P/e's over 100 and cisco had over 100 p/e too when it was the dotcom era lol. funny. ppl think nvda is done and then they overvalue companies not doing as good. Although Broadcom actually has much higher growth than AMD but Ive never seen a more overvalued stock than AMD.
Do we risk it all on OOM 0DTE TSLA options? Or maybe AMD for the Su Bae touch? And will we be violently green?
That's kinda/sorta how I've been playing the market since 2022. Taking 20-50% profits and then re-upping when it drops. It hurts sometimes when I see certain tickers run, though. I made decent money on CRWD and AMD for instance, but if I'd just held? I dunno.
🙏 I’ve tried to apply this pattern elsewhere but based on my testing, I have concluded that this edge lives almost exclusively with TSLA. I’ve tested this overnight logic on the usual high-volume suspects like NVDA, AMD, AAPL, META, SMCI, COIN, and MSTR. What I found after running the same backtesting on them for 2023 through 2025 were overall mixed results. NVDA had a brief hot streak in late 2023 where it worked okay (maybe a 58% to 60% hit rate), but that edge evaporated once the stock shifted to trending hard instead of mean reverting. SMCI and MSTR definitely show flashes because they act like mini TSLAs on steroids, but the risk reward is terrible because when I was wrong, the gaps were absolutely brutal. AAPL, AMD, and META were basically coin flips; they had no reliable, repeatable edge. The key here is that the core pattern ("red day plus green overnight" which means the next day tends to run green) actually works on options with any expiry, but the risk, reward, and practicality change dramatically. None of the stocks I mentioned have true daily 0DTE (Monday through Friday expiry). All of them have weekly expirations (Fridays), so I can only trade (simulate) 0DTE on Fridays and 1DTE on Thursdays (next day expiry). I specifically use 0DTE/1DTE options because they have the maximum Theta and Gamma, which lets me either: SELL puts on the bullish setup (Red Day + Green Overnight) to harvest maximum premium as the stock runs, or BUY puts on the bearish setup (Double Green) to get massive leverage on the fade (although I don’t buy puts much). Ultimately, the pattern seems to rely on a specific, perfect convergence of three things: insane retail/options gamma, "Elon level" news volatility, and thin overnight liquidity that causes the pre market crowd to massively over position themselves. TSLA is the only unicorn where all three line up consistently. Every other stock I tested was either too efficient, too slow, or the blow ups were too savage to make the long term risk reward worthwhile. I’m still looking/waiting for another stock that ever ended up with that same perfect storm of degeneracy to establish the trade card to game it.
I mean sure but the risk isn’t that nvidia will go bankrupt It’s more that extreme continued growth is already priced in. If the big companies bail, but they still get that 20%, yeah their business will be just fine But their VALUATION will plummet. As shareholders that’s all we care about tbh let’s be real. For graphics card I use AMD anyway #steamdeck
By what metric is AMD undervalued?
Yeah and during that same time imagine if you bought Nvidia, AMD, Amazon, Google or Apple.
AMD usually falls the hardest, fairest and longest among the chip makers.
I bought 34 shares of REGN at $12 in 2002. It’s been as high as $1192/share in mid-2024, it's $750 now. Bought 135 shares of AMD at $5ea in 2016. I’ve had my fair share of losers over the years but occasionally I had dumb luck.
Yessir! AMD has been a rocket this year but it seems like always finds a way to come back down
Am looking for AMD to target gap fill to 170. Might be a bit early, yeah. Will cut if AMD closes above 225
I like flowing with the trend, AVGO rallying, AMD fading
AMD, was down 99% then contracts went up 20,000% lol
I think AMD kept going up just for you, OP
Yep I peeped that too, tbf though AMD wasn’t looking to hit this morning anyways
Calling top on semis, look at $SMH. I see double tops. Looking for $AMD drop to target gap fill around 170. If AMD closes above 225 resistance zone, am out. https://preview.redd.it/vv48fachwn6g1.jpeg?width=1190&format=pjpg&auto=webp&s=329ed481f198145e184bedebdc1756e106db9170
AMD spent the whole day crawling out of the gutter to close green with 1 cent only to get roundhouse kicked into high speed traffic by AVGO AH
Will cut if and when AMD closes above 225
I bought on the initial bounce for tomm’s expiry, which i closed and realized $2k loss. Opened others later, kept adding as it kept making new highs lol My thesis will be invalidated if $AMD closes above 225, at which point i will cut.
Contingent on AMD stock reaching like $600, so, not likely to happen
AMD is like the most undervalued semi, why not short avgo?
It does, generally, signal demand for AI. No Doubt. But the problem I see - as I say - is that AMD isn't the dominant player in that space. It's trying to break in. I assume the following. 1. AMD ordered RAM for its anticipated AI demand; 2. AMD is going to find it harder to secure more RAM for AI demand; and 3. as a result of 2, AMD's growth forecast (which was already high) is going to be curtailed. Were AMD the only player in the AI market, such that it could easily purchase all RAM, then the boom would mean AMD was supplying a booming market. But... it isn't... and lots of players want a limited supply of RAM. For AMD to demonstrate significant growth, it would need one of three things: A. to have optimistically contracted for a significantly greater supply of RAM than it needed at the time it was signing the contracts, in the hopes that the demand would be there by the time the RAM was supplied; B. for RAM to become significantly easier to purchase; or C. to be easily able to outbid other competitors for RAM in respect of future supply. Which of A, B or C do you think applies?
Because a RAM shortage signals exploding demand for AI hardware, which boosts demand for AMD’s chips as they optimize new architectures, and governments often step in with subsidies during supply crunches that further benefit major chipmakers like AMD.
Feels like most people here forgot what AMD truly stands for. Hoping you’re wrong because I need NVDA to pump
AMD doesn't produce RAM. Arguably, increase in RAM cost should hurt AMD - it's only just getting its feet back under it with with retail GPUs and trying to break into the AI space that NVidia has been owning. Its other major use case is selling CPUs to console/phones. How do you see a RAM shortage helping AMD? I'm hoping it's a cost-neutral event for it, but if suppliers start having to decide who is getting the RAM... it could hurt AMD couldn't it if it isn't bid enough? What am I missing here?
And you think AMD is going to be the first to fall? I don't think that's likely but let's see what happens
How is it the top when AMD was $260 a month ago?
My god. I fukin hate AMD…
Everyone seems to be paying OpenAI to take their product. NVIDIA, Disney, AMD…
Bought shit tons of AMD calls for tomorrow exp right at close
Jan 2024 ($24 to $50) In January 2024, Super Micro Computer (SMCI) was dominated by news of a massive stock surge driven by exceptionally strong preliminary and actual Q2 fiscal year 2024 results, which significantly exceeded previous guidance due to high demand for its AI servers. Key News Events in January 2024: January 18: Business Update and Raised Guidance Super Micro provided a business update where it dramatically increased its financial outlook for the second quarter of fiscal year 2024. The company expected net sales of at least $3.6 billion, a significant jump from its prior guidance of approximately $2.8 billion. January 19: Stock Surge Following the positive business update, SMCI shares jumped around 25% to a record high. The market reaction was a key factor in the stock's massive rally throughout early 2024, as investors became highly optimistic about its role in AI infrastructure, particularly its partnership with Nvidia. The stock fully recovered to its pre-crisis high by this date. Feb 2024 In February 2024, Super Micro Computer (SMCI) was a volatile "AI darling" stock that hit record highs, but also faced significant challenges related to financial reporting delays, which nearly led to Nasdaq delisting. ///////// I didn't notice this on the graph, it must have not lasted long Investopedia Super Micro Stock Continues Wild Week With Massive Friday Swings NAOMI BUCHANAN Updated February 16, 2024 The stock, which crossed $1,000 Thursday, has nearly tripled since the start of 2024 Super Micro Computer (SMCI) continued its wild week Friday as shares jumped in the first few minutes of trading before reversing course and moving sharply lower. The decline came as Wells Fargo initiated coverage of the stock Friday with an equal-weight rating, saying that while Super Micro stands to benefit from the artificial intelligence (AI) boom, the company's share price already reflects much of the upside. The stock ended Friday's session down 20% at $803.32, after having risen as much as 7.4% in the opening minutes of trading. The stock, which has nearly tripled in price since the start of the year, surged 14% to above $1,000 on Thursday amid anticipation of future gains driven by rising demand for AI. Earlier this week, Barclays analysts had raised their price target for the stock to $961 from $691, citing Super Micro Computer's position within the AI ecosystem and "strategic" partnerships with NVIDIA (NVDA), Advanced Micro Devices (AMD), and Intel (INTC).
Well woke up to -$45K and now sitting at -$11K. Coulda been worse. Why can't I let go of AMD... https://preview.redd.it/qcb3t6lavm6g1.png?width=699&format=png&auto=webp&s=5c42a0e2f678437abc22badd172a2fe948681cd7
AMD up almost 11 dollaz on a day, what's this?
AMD with quite the reversal today. Holding this stock has always been a roller coaster ride.
AMD yearns for the green
you are missing the last move from AMD (gave openai 10% of their fucking company to buy their chips)
AMD panic sellers jumping off the Empire State Building
That's the current situation: QE is back Lower rates 6-7% budget deficit (insane fiscal stimulus) Oil $57 very low and seems like might go even lower Dollar downtrending (good for stocks as about 40% of S&P 500 revenues come from abroad) AI boosting productivity Can't get much better than this. Perfect goldilocks setup. UP only. Best risk/reward plays as of now for 2026 imo: NFLX, UBER - dipped bigly meanwhile profits and margins hitting ATH META 22 forward PE(by far cheapest mag7 stock) + will have lower tax rate coz of their recent one off tax charge. AMZN profits and margins hitting ATH stock only up 3% YTD, should catch up in 2026. NVDA - projected net income of 175 billion, 24 forward PE, they will announce bigger buybacks again. Should see 1 more leg up to 240s 250s and it will be time to sell as they will start to lose market share slowly. Other great, profitable, fast growing stocks to buy dips in if market allows: HOOD, APP, RDDT - you can buy any 10-15-20% dips with closed eyes AMD (if dips to 170-180s)
AMD's momentum today is screaming 230 tomorrow.
It’s taking after its cousin AMD now 🥲
Man can fucking AMD, NVDA and AMZN go back up. Spy keeps going up and down like a rollercoaster, but at least it recovers. Whereas AMD and NVDA just flat as fuck.
Going to do the same with my AMD Jan and Feb calls, they're DOA.
I wanted to but I just got my quant machine running. I didn't trust it, and I had to patch a flaw i found yesterday morning. Luckily it wasnt fatal. Holding puts on AMD I got at 223 though. Feeling cozy at the moment.
It really can't be worse than r/AMD_Stock
AI isn’t dead. It’s priced for perfection. Due for a shake up where profit taking will create panic selling as buyers decrease due to being priced for perfection. This good. Market doesn’t make profits by just going up. It makes its most profits by exiting then waiting for capitulation to drain retailers then buy the bottom. This also shakes out the weak startups that had a brilliant idea but lacked the capital or management that will now get purchased by established players. Why I’m riding this bull through calculated swing trades which includes making the same trades as it bottoms because timing the bottom is futile. SOXX, SMH and TQQQ how I’m rolling. Let leverage be my friend without letting it break me. AI is the future but way too many players and way too much volatility due to being over priced for perfection. Let the ETF rules rebalance as needed to reduce the losers and buy more winners. For me considerably safer than placing all eggs on NVIDIA Broadcom and AMD including rest of mag 7. This isn’t about if AI survives but fact we need to shuffle the deck and many will take profits during that process, many will hold until then end and rest will at some point throw in the towel and that’s capitulation buying trigger
This feels like one of those overreactions the market has every time a big company misses earnings. Oracle slipping doesn’t suddenly change the long term outlook for Nvidia or AMD. It just spooks people for a day because everything in AI is so tightly linked right now. Once the panic settles, people will remember that demand for GPUs hasn’t magically disappeared. This is just the usual noise we get near the end of the year.
The big tech are all getting annaled for the past 1 month.. NVDA = -8% AMD= -10% MSFT= -5.5% PLTR = -4% Only Googl, AVGO are doing decently well. Meanwhile my calls.... - (x2) of the above.. what a clown show lol
Woke up to check my AMD and saw that red, yup that tracks.
Bullish on all datacenters. Genesis project was the pivotal moment for all hands on deck approach. All winners. $ORCL $NVDA $TSM $NBIS $IREN $CRWV $GOOGL $MSFT $META $APLD $AMD $AMZN
AMD been getting dragged last few days
Why is my AMD down 3% 😔 OpenAI gotta IPO to reduce fears
That's the current situation: QE is back Lower rates 6-7% budget deficit (insane fiscal stimulus) Oil $57 very low and seems like might go even lower Dollar downtrending (good for stocks as about 40% of S&P 500 revenues come from abroad) AI boosting productivity Can't get much better than this. Perfect goldilocks setup. UP only. Best risk/reward plays as of now for 2026 imo: NFLX, UBER - dipped bigly meanwhile profits and margins hitting ATH META 22 forward PE(by far cheapest mag7 stock) + will have lower tax rate coz of their recent one off tax charge. AMZN profits and margins hitting ATH stock only up 3% YTD, should catch up in 2026. NVDA - projected net income of 175 billion, 24 forward PE, they will announce bigger buybacks again. Should see 1 more leg up to 240s 250s and it will be time to sell as they will start to lose market share slowly. Other great, profitable, fast growing stocks to buy dips in if market allows: HOOD, APP, RDDT - you can buy any 10-15-20% dips with closed eyes AMD (if dips to 170-180s) What else would you suggest?
Bro, why not some serious stock like Google, Nvidia, AMD, heck even Intel since Donny drove USA in it, RKLB, ASTS, AAPL, something.