AMD

-Melkon-

"TPUs are quite unique on one hand" Is it? All bigtech has their own versions (under a different name, since TPU is copyrighted) of it: \- Amazon: Trainium \- MSFT: Maia \- Meta: Mtia \- AMD: Instinct \- etc. Google was the first who made it and they have the highest saturation. They certainly have an advantage for now, but that will go away as the competition picks up production. Back then they simply didn't need such a chip.

callmechristianblack

But is AMD competitive in server and workstation cards? I just don't know enough about it. I just know that they make so much money it seems to me there should be more competitition. And where are the cheap Chinese entrees?

AIPAC_SPEAKS

For a while there, AMD wasn't doing what it's known for. Thank god it's back to being Advanced Money Destroyer

Silent-Complaint4020

You're assuming all $825 billion in commitments will translate into cash payments that need to be financed externally. commitments NOT EQUAL payments. Meta generates tens of billions in operating cash flow every q, and these commitments are spread over many years. Some deals, like AMD, also come with equity incentives that could offset the cost if AMD's share price appreciates. So where exactly does your $500 billion funding gap come from?

Vi7riol

AMD bruv

chocohase

I hate to break it to you but as an 11 year long in AMD honestly this has been common practice and at least for now wouldn't read to much into it. Let's see how the debt restructuring of the neoclouds settles. Corporate demand is still very much there and in its infancy.

MaxDragonMan

I can tell from the number of comments that everyone's portfolio has been getting shafted, and mine is no exception. My biopharma play keeps hitting lows, meanwhile the incredible AMD/RKLB runs from this year have been losing some steam (though I'm definitely not complaining about either). I don't see an end in sight either. Rates will probably need a small raise, or will be held here, which is no good. The economy feels weak, but I know nothing about anything so who's to say. Just gonna keep holding, I guess.

EasternLow4706

non-sarcastically i want to say that very smart people used the knowledge and ressources they had back then to analyse a companies value - and many of them lost a lot of money. i'd say the "intelligence" google has may still be undervalued, its basically 24/7 obeservation of the movement, interests and social interactions of billions of people. Others have that too tho, it's sold on a more or less public market. just don't 10x some shit. AMD could be well in business throughout 2027 and still drop to 320$ a share. It's fair to say that the Tech-Industrie is overflowing with money - but money can be put elsewhere. i don't think Jensen would buy more NVDA right now.

Ill-Ad1603

UNH calls up 36%, GEHC calls also up a bit hoping it’ll have a big upside post earning, but absolutely getting blown to bits on LITE, COHR, AMD, AVGO, GOOGL, AMZN, and MRVL.

RobotPimpLibertyBell

Is the AMD guy still alive? I bet the ups and downs cooked him.

RuleSafe6767

Intel's chips are still inferior to AMD on the x86 side and they dont have answer to the low wattage ARM side with Apple or Nvidia, so I don't know why their stock 5x'ed. Would love to see it back at $25/share and absolutely dunk on the Tr@mp trade.

GreedyPomegranate391

If you can afford it, just hold. I'm very bullish on AMD for the next 1-2 years

Puzzled_Lobster_69

What does AMD open at tomorrow?

Interesting_Bar_8379

I bought a bunch more AMD.... 2 weeks ago.... fffuuuuu

GreedyPomegranate391

Best move I made so far is to sell 1/3 of my AMD at $615, save some of the proceeds in my HYSA for taxes and expenses in the upcoming year, and put the rest all in ELF, CELH, MCD, AXP this year lol those stocks are doing well. I also put some in TQQQ and that's down, but I can hold that. And I believe AMD still has a long way to go, so holding it until $800 at least.

MrSwitchIt

💎 🙌 AMD

Interesting-Maize-36

AMD

XenonDragonfly

Two things to consider: 1. The people who get rich during a boom are not the people who are the focus of the boom. 2. The entire market is interconnected. Let's assume that the AI bubble suddenly bursts. The ENTIRE market would be affected by this. Yes, AI companies would probably be hit the hardest and the first to fold, but companies in the tech sector may be secondary casualties. Energy and water utility companies are going to see drops because people assume data centers aren't going to be built en masse anymore. Financial companies are going to see drops since their investments won't be repaid. The entire economy will see a constriction. That being said, the companies that make the hardware and networks (Companies like Nvidia, AMD, and network providers) will have a drop in their stock price (Nvidia may have a really hard crash) but they're not going to be wiped off the face of the planet. Microsoft, Google, and Meta would be in way more trouble. This is because Nvidia/AMD/Sandisk actually sells products: Computer chips and other hardware. Basically, a tl;dr: Entire market goes down, AI companies largely fold, tech companies in dangerous water, hardware manufacturers/network services hurt but not destroyed.

_hopkins

WTF is wrong with AVGO. Why can’t it be like AMD?

ActualCSIdiot

Yes AI is amazing but if too much debt is spent on it too quickly, that is certainly a problem. Further, it has made balance sheets meaningless because there’s no way to discern how much of the revenue is circular (I give you 10% of AMD if you buy my chips inflates numbers for both of us). I wouldn’t be surprised if the “AI slowdown” is just an attenpt to reduce cash burn. I’m bullish in the long run but I’m not buying companies that have already ran up 500%+ in a year. If I miss the boat, so be it

SuperTankMan8964

AMD has been flat for even longer

MojoRisin909

Ok, well, I hate to break it to you, but that indicator is bullshit. AMD for instance, a F'ing TRILLION dollar company does not shed 160ish points or 24% of its market cap in 2 weeks without MONSTER, bigtime, HUGE money dumping positions. Implying a trillion dollar company can dump like that without major institutional involvement is just crazy man. How many times does it need to be said, \*retail does not move the market.\* Not even close.

xTofik

Nvda is still holding strong, it is the “others” that are falling - INTC, AMD, MU, SNDK

VeterinarianOk7477

I like looking at Volume and the A/D indicator on my brokerage app. are not declining on the A/D indicator which, from what I understand, tells you that intitutional buyers are not selling, but just quietly scooping up cheaper retail shares. Likewise with Volume: big price moves in either direction on low volume will usually reverse within days. AMD for instance. A/D has only slightly declined on the one year chart while the price is crashing. And volume is normal to lighter than normal. This likely means institutions are either not selling at all or just trimming a little for profit, as it is over-extended, while holding on to their core position.

New-Storage-6864

Who else bought AMD 650 calls last week when it dipped to 550🙋‍♂️🙋‍♂️ getting slaughtered

met_art

Any negative OpenAI news will take AMD down. It seems like they are quite sensitive to OpenAI failures.

thetalentedmrbowser

MU and AMD pinned me down and pummelled me and not in a good way

_Clit-Commander_

I was gonna sell everything and fill port into AMD puts this morning. I had that thought in the shower but I bitched out.

BadaBingSil

$AMD is a trillion dollar company $600 calls are free money

Affectionate-End9198

Double down AMD calls?

Pitiful_Bedroom_6619

$AMD FOOCKD ME SO HARD TODAY :sorrow:

BadaBingSil

remember when $AMD was a trillion dollar company? pepperidge farms remembers

NiceOwner

Well I don’t think a lot of theses business AMD, MU, Intel, deserve to lose -10% in a day either, loading up.

GhettoMuppet

AMD back to ~500 is crazy shit

Tim_Riggins_

AMD looking pretty tempting here

shutnr

AMD back to $75

Puzzled_Lobster_69

AMD guh

DogNamedFloppy

This is the AMD I remember and love. You hurts me so good Lisa… 😭

verified-trader

**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $600.00 (above) | $506.24 | +18.5% | Thu, Nov 5, 2:21 PM ET |

NiceOwner

!banbet AMD $600 2w

MyTranquility

To think that buying AMD when it dropped 40 bucks was a steal, hell it dropped another 7 bucks. what the actual fucking dog shit

dontslambro

AMD getting absolutely smoked

0201037464793921170

For real? So how is that not good for AMD?

Extreme_Resist3344

Won’t be cuz I loaded calls on qqq and AMD

spellbadgrammargood

AMD went up to 1 trillion because Muse had 2.5million weekly users and now its 830billion ^(RIP 170billion)

Future-Field

The usual suspects.... MU, CRWD, RKLB,SNOW,MRNA,AMD,CSCO,Q

churnAmex

Why is AMD +8% in a sea of red????

Forsaken_Toe627

Is AMD a good buy now?

MatiAI

These things won't go down for a long time.. unlike normally computer hardware in the past its so much more capable for training models. It's not like a core i or ryzen processor where you can easily substitute something. If you want to train a model you likely HAVE to use a cluster of these GPUs. AMD does have some alternatives but they don't have anywhere near the industry support so most companies will stick with NVIDIA.

LivingLegend69

At some point all that investment will have been worth it......at least for the hyperscalers. But holy cow are NVDA and AMD being flooed with cash. Super bullish on both for the forseeable future.

Ill-Ad1603

Balls deep in AMD, LITE, and COHR. Getting double fisted rn

davidbigham

MRVL down 9% and AMD close to 8%. that hurt

miata_only

$SPCX will be at interstellar💫 levels by the end of October. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z Cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers🏭. PLUS unlike some washed up tech companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the earnings books 👨‍🍳📚).

buythesupr

anyone buying AMD this dip?

MyTranquility

AMD down almost % and you'd think it'd dead cat bounce but no, holy fucking shithole

C-X

Fuck you AMD!!!!

-Ophidian-

if there's any funny business AMD will be the first to die

Puzzled_Lobster_69

AMD 527.5 calls for tomorrow. Not checking chart rest of day

miisoup

all the stocks im invested in are shittin like theres no tommorow, MU SNDK AMD NVIDIA DELL😭😭

C-X

AMD below 500 by EOD LOL

Pitiful_Bedroom_6619

I THOT I WAS SMART BUYING 1DTE $AMD CALLS :wendys:

andytobbles

AMD calls 6 months out lol

Pitiful_Bedroom_6619

MY $AMD CALLS ARE ON LIFE SUPPORT :sorrow:

Skilledthunder

WTF did AMD do to deserve this sell off lmao

C-X

Imagine AMD AT 510 LOL

neverturndownagain

who bought SPCX calls yesterday at 166 ? must be feeling like a genius rn same goes to AMD

andytobbles

AMD getting annihilated lmao

KittyLover-7

Holy fuck AMD LOL

drakilian

Tbh seeing stuff like Dell and AMD and Intel tank when they were immune to serious pullbacks for months really makes me wonder if there's any steam left

bidahtibull

So Jensen had told hyperscalers that if they buy AMD chips (or TPUs), they'll be blacklisted for Vera Rubin 😂

Fun_Presentation_215

Wont survive sub 520 AMD

DogNamedFloppy

So anyway…I bought AMD calls and I immediately became poor.

spellbadgrammargood

It still blows my mind that AMD was 200 back in late March, then investors were like yeah fuck it its worth 2.5x!

yourgirl696969

I’m gauging on how AMD has not made anywhere near the amount of money it should have made during the boom while being valued at a near trillion dollars lol it’s dumb af

yourgirl696969

Their P/E ratios are like a tenth of AMD’s lol

yourgirl696969

It’s not a crash yet until I see AMD in the 300s. Most overvalued ai stock by far.

Ok_Cry7572

the core reason market is down - Lam can't supply wafers to produce GPUs, CPUs - so NVIDIA, AMD, Intel can't produce more chips. Lam is -9% down after earnings https://preview.redd.it/6hsucq0tczwh1.jpeg?width=3200&format=pjpg&auto=webp&s=b0bace0930fee3849e5a7a7e7b5f55448cac892e

Upstairs-Egg8107

are you joking? AMD is up about 300% this year?

SkillNo1358

As long as you can make money in the short term and not delude urself to holding long-term AI depreciating companies unlike NVDA and AMD that sell it you can still come out on top

verified-trader

**BanBet Won** — /u/HowIsEmuWarriorTaken (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $551.24 → $545.73 | -1.0% | 2h 27m | Won |

walking_in_the_dark_

You want tickers. GOOG buy around $310-320 AVGO $320 or below, might even go lower. NBIS start buying around $140. AMZN would wait for $235-240. AMD between $460-500 range. META, MSFT, TSLA, PLTR not very high upside at this prices either.

bearhunter429

🐻 TRADER: Forgive me, Father, for I have sinned. I bought AMD puts. 🙏 REVEREND BEARHUNTER: ...You did WHAT, my son? 🐻 TRADER: AMD puts, Father. I believe the semiconductor rally is over. 🙏 REVEREND BEARHUNTER: GUARDS! SEIZE THIS MAN'S BROKERAGE ACCOUNT! 🐻 TRADER: BUT FATHER, AMD IS OVERVALUED! 🙏 REVEREND BEARHUNTER: THOU SHALT NOT BET AGAINST LISA SU IN THE HOUSE OF THE LORD! 💀 #LMAO🤌

MekIsAss

AMD sympathy pump please

The_Albertino

They let you banbet a 1% move? Thats like 3 candles for AMD

verified-trader

**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $545.73 (below) | $551.24 | -1.0% | Thu 4:34 PM ET |

HowIsEmuWarriorTaken

!banbet AMD -1% 1d

BadaBingSil

every day i've just been day trading $AMD calls 0-1 DTE and it's been working so that's probably the gameplan tomorrow lol

andytobbles

AMD and MU barely even blinked on that drop lmao

miata_only

$SPCX will be at interstellar💫 levels by the end of October. Melon🍉 is playing his 420-dimensional chess♟ and everyone that's bearish🐻 is stuck in their plain old X, Y, and Z Cartesian coordinate system. We're about to see new Starlink terminals with bandwidth faster than a Starship rocket could launch your mom into geosynchronous orbit🚀🚀. ALSO some people are saying their Colossus AI 🤖 program has already surpassed competitors like Alphabet and will be in demand from all major smartphone 📱 manufacturers🏭. PLUS unlike some washed up tech companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the earnings books 👨‍🍳📚).

BadaBingSil

glad I didn't chase $AMD here secured profits earlier looks like sour hour today huh boys

Secure_Passenger3486

is AMD overvalued?

Guest-Username

Got INTC and AMD calls.. diversified 🕶️😎

Cav829

My own two cents if it was my money at least. Uber has been one of the few stocks in the past year I was bullish on that I think has completely flopped, and I'm not sure whether it deserves anyone's time still. Granted, that could be a wonderful contrarian indicator. But it took February through August to consolidate and make one serious attempt to finally push itself up, and it collapsed in the span of 2 weeks to return to roughly 52-week lows. I think part of the issue is everyone knows it's undervalued, everyone doesn't want to sell off from where it is now, but for all that time stuck in a bear market, it's only down about 30%-35%. A capitulation push down to $50 is probably where it finally bottoms. Netflix is probably getting close to bottoming. Somewhere between $50-$60 is where I'd put it. There's always a chance it already has. GOOGL looks rough. The chart has kind of cracked, so unless they have their own big Muse moment soon, it's probably on a trip back toward $300-$315. For the long-haul, I think it's a no brainer though. AMD's chart still looks fine. It's got like 60%/40% upside/downside atm from what I can tell, so not a terrible time to get in. I would stay far away from MU personally unless you were playing it for a bounce. But that's me. It's just too richly valued for a cyclical company. The larger run on memory IMO has come to an end. That doesn't mean it can't be played for bounces and such, but this is not the company I want to be left holding when the music stops.

EngRookie

1) i literally said i was joking around with you. 2) if you want real advice stop trading options. That's it. Start investing in index funds and put away at least 15% of your income into retirement. If you find that too boring then invest in companies with strong fundamentals, the companies i invested in i researched heavily and invested in them when i believed they were undervalued and i never invested more than i was willing to lose so i could hold through downturns. I started buying AMD in 2020 and kept buying even though everyone shit on them did the same with INTC and averaged down from $43 to $23 and bought shares like crazy as it was near book value under $20. Currently holding NTDOY at (13%) as i believe they are severely undervalued and still being evaluated primarily on cyclical hardware sales(with RAM costs being overblown on future earnings) instead of an IP driven entertainment company. I have invested in many other individual companies too and done well but a lot of that is luck enetering the bull market early but I also saw that the drawdown during covid and the yen carry trade was overblown and invested a good chunk of my dry powder. Which netted me massive returns on my risk. bottom line dont trade options, it is just gambling with extra steps. Index funds over 40 years of investing will get you a decent nest egg but you can boost that with key picks in individual companies. And while i dont agree with margin or leveraged ETFs it can help, in short term bursts, help you greatly outperform the market during bull runs. be prepared to do actual research into companies and read a lot of earnings reports and projections, it will help you tell the difference between momentum and actual value. Good luck, and God Bless Canada and God bless Ryan Reynolds

Western-Fox-3669

Bro what are u buying.. Just buy Spot and no stupid shit. If u buyed AMD or palantir and the los in april 2024 ... u would be 500% up

BadaBingSil

for once, glad I slept in today skipped the bull trap fake pump in $AMD and got in just in time for the real thing

Mrtalksouthisass

AMD being in chop city is not cool

somethingesque

Someone tell me about FRMI pls. AMD has it fully backed and is acting as its guarantor - price actions snake no sense

somethingesque

Any takes on FRMI after the AMD credit backing

spellstealyoslowfall

It’s close to its asset value if they were pick apart for pieces, (stock trading at $41, when it’s IP, lease deal, and cash would sit around $35 not to include their current satellites up in space). I’d say the bottom is very near and it has a lot of catalyst coming up. Launch bottleneck is real but they can go through blue origin or even utilize Japan. I don’t think launch bottlenecks will clear out until late Q4. Elon won’t let the company launch without throwing a couple obstacle in its way. Besides that, there’s buyout rumors with them changing 8k filing to protect C suites in case of acquisitions and logically it make sense for MNO to guaranteed a piece of the satellite play rather then rely on a 3rd party (remember T-Mobile relying on starlink and then starlink went and declares to be the 4th rival?) Lastly asts do not have to beat starlink to be profitable for investors. Asts is a fraction of starlink market value and won’t take much for an investment here to go up higher. Think AMD vs NVDA. If you bought AMD in the beginning of the year you’d 100%+ your ROI but no one is saying AMD is a better company then NVDA.