AMD

vba7

One thing is to want to get rid of Intel and AMD, different thing being finally able to do that. But yes, in a way this is old news. But not to the whole market.

Illustrious_Low1903

Palantir is the one I'd be most cautious with. Great company, but at some point valuation matters. AMD and MRVL feel like they're getting less love despite having solid long-term catalysts.

NoTone5350

Sylor could buy AI stock such as MU, SNDK, AMD, and more instead of Ballcoin. Sylor done. He will crush Ballcoin , let's watch under $40k coming.

Arigonium

This sounds more like a dig on AMD considering they're likely the next trillion dollar company.

SuperRedHulk1

They are. 1 real customer in Amazon vs AVGO who has several other successful business lines and essentially offers a better version of the same product (custom silicon) that Marvell sells. Doesn’t mean there isn’t room for 2 players in the space though - see NVDA and AMD in merchant silicon

SaltShakerFGC

I also bought AMD at $80, it was one of my largest holdings, and sold a couple of months ago, at $200...

diefy7321

Cathie sold AMD and bought NVDA. The top is in for Jensen, sorry bro lmaoooooo

RainieY

The AI cycle has been going for 3 years, the already submitted earnings report that show enormous growth are real money that is paid. If NVDA wasn't getting paid, it would have been piling on accounts receivable over the years, NVDA has no issue getting paid, the buyers are literally begging NVDA to sell them more. There is absolutely no issue of payment here, MU, NVDA, AMD are selling everything they can, at full capacity and trying to expand as quickly as possible as can be seen with MU's new factory announcement. Products not delivered/sold do not show up as income on earnings, they help on guidance. Having a contract to sell does not mean the product has been manufactured/sold, the earnings show real money that is paid in previous quarters, and every guidance is beat and raised.

Original-Weekend-866

Very true, it's not predictable. It wouldn't work if it was, cards would collapse. What is proven is value. Undervalued stocks will roar with demand. NVDA (and AMD) are blockbuster examples. They had a lock on their industry with very very complicated technology with huge barriers to enter. That alone (without the AI boom) was very undervalued, the AI boom just shed the light of the sun with a microscope through it. We're seeing it in resources now... undervalued because these are scarce and take time to process. Reminds me of that legend who once strolled this sub... DFV

Upn8th

Nice work! Very small $'s but I bot an ORCL call Thursday before close, sold today after open for 8X. That was quick. Holding ORCX, MSFU, HPQ, ADBU shares. Who knows, maybe one or two will AMD/MU/INTC. Will look at LITE. Thanks for the mention and good luck.

pocketrocketss

Should we full port AMD and MU? What else am I missing?

bearhunter429

#Wen AMD $1000? LMAO🤌

N1oma

It's with wealthsimple in Canada. It's 4% (prime + 0 because of the amount I have in my TFSA and RRSP) USD stuff is 7 percent though. Just to try it out I bought 1k in VFV (canadian VOO) but I'll buy 1k in AVGO and see how it goes. But I'm assuming this is how some people got some pretty massive gains by maxing their margin in some semi stuff? I've been buying AMD since 2017 but I was poor until 2021. wish i had some balls.

N1oma

I have 100k in buying power with margins. I have no idea how to use it responsibly. If I buy lets say 10 shares of AMD with my own money and then 10 on Margin thats generally how it works? And then if it jumps 10 percent I can sell it and pay minimal interest correct?

SpacklingCumFart

Thats why I did not list google. Google is just proving again that the buildout is real and demand is real. This means CRWV, NBIS, IREN and so on is going to be buying all the NVDA and AMD they can get their hands on and that means they will all need more MU. This also means AMZN with AWS and their large stake in Anthropic should also continue to go higher.

bye_stander

You do know that Google used more of their TPU than NVDA plus AMD combined in 2026?

SpacklingCumFart

This is bullish for AI not bearish. Google is throwing even more money at the build out because demand is so high. This is bullish as hell for CRWV, NBIS, NVDA, IREN, AMD, MU and so on. This, however, might cause a short term downside in google stock.

AromaticAd9132

I’m thinking a few $242 NVDA June 18 calls. I feel like it’s going to run like AMD just did. The quarterly was great and all good news etc., people sold on it and we are past that now. Nividia is now launching new products and partnering with Microsoft and Dell. There is more upside here.

bellahamface

Jensen spending a week in Taiwan, Korea. Ego out of control. Using his heritage and fame to lock up Taiwanese suppliers and Korean memory. Dissing hyper scalers, x86 And encroaching on AMD/Intel and especially Apple consumer market. And gloating that AI is centered in Taiwan. Product is a nothing burger imo. Very niche. But Jenson is flying too close to the sun here. Hyperscalers are moving production slowly to Intel. The US government is not pleased. First it was non invite to China. Cancelled call and arms to Taiwan. Next it was the loophole fix on a random Sunday prior to his keynote in Taipei. This is not going to end well.

idobi

Stop losses on tech stocks suck. If you set them, be sure to use them on things you already plan to sell. I used to use them on stocks and inadvertently sold things I wished to hold, waited for good entries that never came again and rather than take the loss never got back in missing out on life changing gains. My horror story is AMD, I owned 15K shares of AMD I bought at $2.25/share. Stop loss forced a sell at $6/share but I watched it rise to $16/share shortly after. I never intended to sell it as it was a relatively small position.

Neoncry

AMD

Current-Guest2899

AMD

pocketrocketss

AMD and MU for summer 2026

Confident-Chart428

NVDA jumped on a new product launch. That launch also helped push Microsoft higher and put pressure on both AMD and Intel.

Cpcpcp11

And AMD

WrexyWrex

AMD’s RX 9070 GRE Graphics Card Is a Compromise No Matter How You Slice It [https://x.com/Gizmodo/status/2061611782334980547?s=20](https://x.com/Gizmodo/status/2061611782334980547?s=20) Su Bae!!! Why??? 😨

No-Sympathy-686

Soxl, spy, AMD, NOW.

Thepandashirt

It’s a little nuanced and I think you are on to that. Earning have been great and price has been following that but probably gotten out of hand in some names - MRVL, AMD, INTC. Other names are still relatively cheap like NVDA and maybe MU. So it’s not nosebleed valuations across the board in semis but elevated valuations in some places. But we’re in a bubble territory nonetheless just from a sentiment POV and caution is warranted. I’m personally up 70% on the year and I’m pulling back my exposure through increased cash levels to 25% and hedging. I’m also underweight semis at this point with concreted bets where valuations are reasonable. I watched the GTC keynote last night and it just solidified my concerns. Tons of euphoria and just this endless cycle of absurd capex spending that is gonna end at some point. And it doesn’t end with a little sideways consolidation - it ends in a 30%+ bear market. It’s a question of when not if. I think these IPOs have the potential to be a trigger but nobody knows. I think the higher probability situation is higher into year end and then a serious correction. If we end the year higher and even more euphoric I’ll be 50% cash for sure.

fruitsandveggies05

Quite a few (I have a lot of micron, AMD and TSM haha). Oh well. Thanks for the recommendation to use thetaedge- I’ll check it out

Impressive_Boot7356

added to IREN CIFR CRWV today. Trimmed down ARM MU AMD shorted GOOG and added to AVGO and LITE in the after hours will probs do more ZM and TE tmrw

Kickboy21

VTI and chill vs. DELL/AMD and millionaire

Redditfortheloss

I hit AMD calls for 100% gain today. 

Vivid-Skin4451

There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis.  SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil. 

AdOk3638

Is AMD run joever guys? Are my calls i bought at close today cooked?

MakeOSUGreatAgain63

I sold out of everything Only AMD remains 🔥

MalfeasantSeven

PENG uses AMD chips like HPE does. What prompted me to buy HPE calls leading up to today was AMD ER earlier in May - their chip numbers being shipped to enterprise clients (no names named but easy to find out it was HPE) and well, it turned out ok.

juzz88

It's legit why I bought AMD shares last year. Regards in here were piling in on puts at the bottom. 🤣 Having said that, I'm too regarded to sell now that regards in here are piling in on calls at the top. 🤣

UchihasRightfulHeir

Hyperscalers burning cash, diluting shares digging for AI gold. Buy shares in the shovel suppliers people. MU NVDA AMD SNDK supremacy

AdOk3638

# Who bought more AMD calls before close!? ME! The big beautiful bol! LMAO 🤌 #

JohanLiebert92

AMD and intel better pump this week

Top_Category_2526

I saw now at $88 and i didn't buy it because im a pussy Just like i saw MU at 78, AMD at 78 and NVDA at 78

nomemory

There's a community mega thread pinned. Or just look for a calendar with earnings. You look at sectors and momentum. Most of the people here are not geniuses. Dell had it huge. Dell and HPE overlap and compete in some segments. People assumed that if Dell had it big, HPE could follow. The same story was with Intel and AMD. It's a gamble. This is not a financial advice, only clasic play on correlations. I did it a few weeks ago with Walmart (I had puts that time), I did in in the past with Nuclear companies, etc. Sometimes it works, sometimes it fails. It's important to have the risk under control. Most of the people here behave like high-stakes gamblers.

aftherith

Sold a bunch of ARM AMD and MU today. Cost basis under 100 on all three. You nuts keep riding them I hope they keep running. Time for me to trim.

Embarrassed_Tax_3181

Yes because it’s extremely likely you’ll sell at the exact top without price running further.Idk I sold AMD at $350 after holding from $85 and put that money into Oracle at $160 which is now at $250. So even though AMD went up another 50%, still ended up matching the missed gains anyways

eastbay77

I interviewed with ARM a few months back for a partner marketing position and while talking to the hiring manager they specifically told me that ARM for data center and PC is hard market to penetrate. INTC and AMD dominate that market, so unless Nvidia has some game changing tech at a lower price per performance I'm staying very skeptical.

Cretonius

Buying? Nothing. All buying was done prior to March. Sold a bit. Sold AMD at $500. Sold Apple at $309. NBIS is one to watch but they have already surpassed even the bullish predictions. Looking to re-enter that but pullback needs to be a long way down to $175 - $185. Current bounce is from $219 off thin support.

eastbay77

I trust that Supermicro will find a way to get Intel and AMD CPUs to China. It's been known to happen.

Thisispaartaaa

Funny thing about INTC/AMD/QCOM etc. taking a shit today....aren't they all pretty much sold out, so if NVDA joins the fray, it's just one more company that can't keep up with CPU demand

GongTzu

I think we are just at the beginning, like PATH it will take some time to materialize, I put it in my longtime port as I believe AMD will finance them hard to make sure they get a piece of the GPU AI pie.

GongTzu

RXT on fire today. They recently made a deal with AMD

GloomyMembership4197

Yet it is, NVIDIA sells most CPUs in the world, bar none. It outsells both AMD and Intel by far. 20B only for stand-alone VERA CPU (they are sold out for 2026)

Milksteak_Sandwich

Sold all my Bitcoin this weekend before it drops. Now where the hell do I park the money? MU, SNOW, NOW, AMD, MRVL, NOK? I'm too chicken to buy SPCE

AdOk3638

# If you don't full port AMD now, ur just retarded. LMAO 🤌

RunsaberSR

It tracks AMD and pays a weekly dividend. [https://yieldmaxetfs.com/our-etfs/amdy/](https://yieldmaxetfs.com/our-etfs/amdy/)

GoogleKushforLunch

QQQ about to hawk down SPY like AMD did NVDA

DJ-BluJay-AirHorn

Musta been awesome to buy $AMD at 23 cents .... 👍

AtheIstan

Ehm why is there an AMD ETF? ELI5 pls

Jadeclone1

Thats cause it followed DELL, similar to how AMD followed INTEL earnings.

FatFluffyFish

They are looking to ensnare market share from AMD and INTC with their CPUs, so kinda.

caliwillbemine

“He CAN keep getting away with it” All in TQQQ, TSLQ, SPCE, SPCX on IPO, MU, INTC, NVDA, AMD

bearhunter429

#NVDA is basically coming after Intel and AMD with this move LMAO🤌

chummyfromow

i bought RKLB at 4, MU at 66, AMD at 80 and sold all of them around 100% gains. 🫩

kramfive

AMD and Intel are on sale boys!!

thisisaredditforart

I got in an out overnight, felt like a bad idea from the start but I made a few dollars haha. Back to my AMD train.

DarkWrath2003

Sold AMD like month ago at $200 now it’s $500 😭

GoogleKushforLunch

AMD too vicious

BAM_Spice_Weasel

Lol this, you got it all. I like Jeremy for what it's worth, but I think a big part of the reason he has the car/house is not because of his stock picks it's because of his 1000X club membership dues. He got me to buy AMD in the low 100's, but he also got me to buy PYPL and FUBO \^\^

Nic12312

AMD green.. bear 🐻 in complete shambles… can you believe they still exist?

AdOk3638

Good god AMD graph look like my erected pp. no one can keep it down, not under Lisa Su watch. LMAO🤌

wildcat1055

Up 50% on AMD weekly calls from this morning

yatv

META getting killed because AMD is falling and w need AMD to hit $600 so META can make a 100 billion and own 10% of it

Rawdogrez

Do I jump off a bridge because AMD is down

GloomyMembership4197

NVIDIA is eating AMD for lunch: https://preview.redd.it/wv5pc4d2fo4h1.png?width=358&format=png&auto=webp&s=5566959a34fc5a57a88bf68de81b70ccc321398c

SinStockGuy

What's this strange color on AMD?

Dongkey_kong

Why they murdering my boy AMD?

Molten-Helldiver

Wonder if AMD put guy still has them

davidbigham

Jensen showing his big dick to AMD INTC QCOM

Rawdogrez

AMD 😨

Comfortable-Ad-6740

My guess on long term vision is: \- deepening connection wihh to Microsoft/ other big companies with supply chains - dell etc \- take market share away from AMD with the above \- likely they’ll launch some subscription based cloud compute or GPUs which will only work right with their processor stack \- at some point building AI not on a NVIDIA stack will feel like when you switch between Mac and windows

Domonero

Anybody else feel stupid buying a $560 call on AMD for Friday?

PositionJournal

And that’s totally fine. The market still rewards the #2 player (AMD)

GloomyMembership4197

What NVIDIA is eating today for lunch: \- AMD \- Intel https://preview.redd.it/g51nxl3r7o4h1.png?width=341&format=png&auto=webp&s=ae5add21f0aa48080b06d137dbe3f52335140ccf

callsonreddit

QCOM AMD INTC Space may go green EOD

Mittelscharfer_Senf

Arm-based processor... don't know if it's taking aim at Intel or AMD at the moment... Windows on arm was always a difficult market.

Accurate-Flow8078

And AMD

bearbeard427

Needs to be affordable mass adoption could force their hand sooner than later. Plus if they want to make a better Xbox handheld some spin off of this could work despite it not being AMD. Then again this could eventually be the Nintendo switch 3 a few years from now since they already us nvidia.

the_mind_goblin1

if AMD or intel announced half the shit that NVDA announced, people would be naming babies after them, sucking each other dicks, pissing on each other, etc. but instead NVDA just stays flat

Mds03

I suppose the real news here isn't that Nvidia is doing an ARM CPU, I think the big news here is that Nvidia is doing a (presumably) desktop grade CPU / SoC at all. Nvidia has been barred from competing with Intel and AMD in the CPU race pretty much because of X86 licensing. That means that this is the first time Nvidia is making a CPU competing for "the real" Windows workforce - not some android tablet or a Nintendo console. Before, they could only compete in the GPU space, but now they can truly go for Intel and AMDs lunch.

miss_L_fire

Is AMD dragging SOXL down that bad? Ugh

DefinitionOfAsleep

>Why do you think NVDA is suddenly pivoting to CPUs? This has been speculated about for as long as NVidia was dominate in the GPU market, and especially after AMD acquired ATi. It was speculated that they'd buy VIA just for the x86 licence, but Intel was basically openly questioning if it had to honour license transfers done through acquisitions or not. That ship sailed, obviously, after 2013 when they entered a joint venture in China. Nowadays with the proliferation of ARM, it's more feasible to ignore the x86 licensing.

Inst_Sock_Sales_Rep

What the fuck are you doing AMD?

Fast_Half4523

from whom? AMD?

Mrsir300

AMD 🤌

New_Possible_284

I boght Intel and AMD calls because of agentic AI, Jensen comes and says: "You should have bought ARM"

Syab_of_Caltrops

I'd wait..NVDA just announced "I DRINK YOUR MILKSHAKE" to AMD, Intel, and Apple.

Delicious_Ad4738

all those institutions that sold Nvidia on Friday right before close and rotated their money into AMD must be kicking themselves right now.

ZYHUA

Regards stubborn in INTC AMD, or even MU SNDK, while they go down Software is the theme now, don't be on the wrong bus

InterstellarReddit

There’s a bit more to it: China has moved to phase out Intel and AMD chips from government PCs and servers, and Reuters reported that a full stop in Chinese government purchases could hit revenue for both companies. :) https://finance.yahoo.com/news/intel-amd-fall-report-china-103944015.html

tabrizzi

Explains why INTC and AMD are down pre-market.

Summerdaysengineer

Why INTC and AMD down?