AMD

PeaceForMost_NotAll

Another greatest second place, $AMD https://preview.redd.it/jrbzenlck28g1.jpeg?width=1170&format=pjpg&auto=webp&s=3571b5127dff4b90b59b527ba857663d7d950a7d

oldprecision

AMD followed ORCL down, it better follow it up.

DJSV89

should have put it all on $SPY or $TSLA , $NVDA , $AMD , $GOOG , $MSFT. you'd be chilling now.

bladzalot

Any time that you know something is overbought, and that it is being sold off (look at AMD, MSTR, COIN, etc) you can buy put options saying you think the stock is going to go down. I don’t recommend putting more than a portion of your portfolio into options, but you can make money whether the stock is going up or down. You can also sell puts on a stock saying that you want to buy it at X price, which requires cash collateral, but has very little risk if you believe in the stock. Say you want AMD, but you do not want to pay more than $180 for it. Place a sell on a 180p a month or so out… if the stock does not hit your price, you still get back your collateral plus the premium on the trade, and if the stock actually goes up you make money on the contract instead of taking a loss. When the option expires you either get the stock at the price you wanted, or you get your collateral refunded plus premium.

Greenzombie04

They could have bought Netflix Could have bought AMD Could have bought Celsius Energy Drink Could have bought Corsair Could have bought Take-Two My portfolio would be up big.

carl_salem

I dont understand the fan-brand stuff with nvidia. They dont even make their chips. At any point someone could design something better at intel or AMD and blow nvidia away.

PositiveNo7994

if AMD goes below 199 i'm gonna turn my life to the better

PositiveNo7994

stop resisting AMD

TheoryInttro

AMD bags getting a bit lighter, now if we can only continue this trend for - oh, say, another couple weeks I'd be okay with it. Unfortunately, Advanced Money Destroyer will probably revert to form.

Civil-Ad-3617

80% QQQM, 10% TSLA, 5% AMD, 5% SGOV I love tech and am very optimistic in the future of how tech will change our lives.

thinkneo

HBM demand is the real story here. Every NVIDIA GPU needs high-bandwidth memory, and Micron is one of only three suppliers (with Samsung and SK Hynix). This basically confirms AI infrastructure spending isn't slowing. Good signal for the whole chip sector - NVDA, AVGO, AMD all benefit from this trend.

gkdjsl

It's even more fun when you're overweight on AMD with its own unique proprietary "black hole magnet"

Ok_Foot2530

My 2025 was not bad (42% ytd), but could be better. I almost nailed everything in terms of picking undervalued high quality companies at the right time (my top 5 most profitable trades are LVMH, AMD, Essilor Exoticca, Meta and Google, all before they became sexy). My biggest lesson is to hold longer after my thesis pans out - I sold AMD way too early, despite building a position around $90. Also, my worst investment was a value trap (CROX), which had good fundamentals for a few years until running out of steam in Aug earnings. Learnt to think harder about catalysts.

enc-nyc

AMD as usual, 200% retardation

Otherwise-Coyote6950

[](https://x.com/Megatron_ron)BREAKING: The monopoly is over China has succeeded in producing an ultraviolet lithography machine for the production of advanced chips - Reuters China built a prototype extreme ultraviolet lithography (EUV) machine in Shenzhen, the tool needed for the most advanced chipmaking, Reuters reports. Until now, ASML is the only company that has truly cracked EUV technology. Its machines cost about $250 million each and are critical for making the most advanced chips designed by Nvidia and AMD, and manufactured by TSMC, Intel, and Samsung. The result marks the payoff of a 6-year government program focused on semiconductor independence. People compared it to China’s version of the Manhattan Project, the U.S. wartime program that built the atomic bomb. Sources describe former ASML engineers helping reverse engineer parts of the system, and Huawei coordinating a wider effort across labs and suppliers. “The aim is for China to eventually be able to make advanced chips on machines that are entirely China-made,” one of the people said. " China wants the United States 100% kicked out of its supply chains."

ContributionMore5502

AMD and gains lol

DatYoungSquire

what do yall think will be the % gain at open for AMD calls broadly

NYSE_941_Gray

Yes 💯—> which ones? OKLO? AMD?

gkdjsl

Flank steak is now $20 at Trader Joe's, but fuck it, cook the numbers for my AMD bags, tear down that school and slap a data center there

among_apes

I remember playing that game with my AMD position when it was at $13. People want to cash in and it often means nothing more than either a desire to diversify, some financial planner finally convinces them, or they want to buy an island.

inquistrinate

This is what I did in a similar situation. 75% in equity, 10% to pay down mortgage, 15% cash to shore up cash reserves for home improvement and adjust emergency funds factoring inflation. Of the equity, I topped up HSA, added a bit to kids' 529 accounts and the rest in taxable accounts. All HSA, 529 accounts are in VTU/VXUS - 70/30 Of the little that went into the taxable account, I bought a piece of GOOG, AMZN, AMD. NVDA, V, MU. Have a little cash left; will take a bite of COST, BRK.B in the coming weeks. All this to scratch the itch of "smart stock picking" lol!!

ben_cav

I sold my NVDA at $180 at around 100% gain. Did the same with AMD. I've been moving my portfolio into consumer staples and general 'hedges', it's working out so far. Still long on intel though

Expensive_Froyo7229

I bought so many fucking $smci calls yesterday… this is absolutely the same thing that happened to AMD earlier this year…..

Dragon2906

If this is true stocks of companies like AMD, Nvidia, TSMC should drop a lot as well.

wrongrobertpatrick

Me in Therapy I can sell this and take a $10,000 loss in free up $100,000 but I don’t want to do it The stock is AMD

gkdjsl

AMD partnered with ORCL and OpenAI, ie the boomer latecomer and the Myspace blabbermouth of the AI space

GoogleKushforLunch

AMD dragging TSLA down

Ill-Ad1603

ORCL dragging AMD down

gkdjsl

I love that you still bought CAVA before AMD, still a better AI play

Pete26l96

For those who missed Trump's speech: 1. He's sending out cheques to US Soldiers for $1,700. 2. He wants to take down large health insurance companies. 3. He is enacting an executive order prohibiting EU companies from purchasing next generation American semiconductors/GPU (NVIDIA, AMD) in addition to the current restrictions on China. 4. He has secured 18 trillion worth of foreign investments in the US. 5. He is planning to do something about Minnesota, which is supposedly a city taken over by Somalians. 6. He wishes you a merry Christmas and a happy new year.

Pete26l96

DJT giving all US soldiers a $1,700 cheque, taking down the health insurance companies, and now restricting EU companies in addition to China from purchasing the next generation chips manufactured by US companies like NVIDIA and AMD. Interesting, very interesting.

alderson710

* **Jensen = smartest + prettiest CEO on earth** because NVDA gud, chips gud, AI gud. * **Scam Altman = gud** because he’s “the LLM genius” and OpenAI is the center of the universe. * **Satya = gud** because Microsoft “controls” OpenAI, so MSFT automatically wins. * **Lisa = smartest + hottest CEO on earth** because AMD gud, and “selling 10% of the company to OpenAI is a great idea” * **CRWV = hottest chick in the room** because “cool AI datacenters” = instant god-tier stock. * **ORCL = gud** because “deal with OpenAI and Microsoft” = free credibility. * **FIG = gud** because “deal with OpenAI” = AI halo effect. * **GOOG = gud** because TPU. So obviously **NVDA = bad.** Then: * OpenAI / ORCL / CRWV start borrowing money from everywhere, * Shift from “infinite growth” to “who tf is paying for this,” * Same crowd that was calling them geniuses starts screaming “it’s all a scam.” Result: If those three look shaky, then everything else**:** datacenters, semis, and tech must be bad, because the market can’t separate “some players are overlevered" from “the whole sector is dead.” # The whole market is basically a Soap Opera.

gkdjsl

brb going back in time to kill Hi.. uhh sell all my AMD shares and calls at $260

watisdat

I need 🥭 to come out crazy style and say he built his gaming pc with an AMD chip.

gkdjsl

Eh, I've been on the AMD sub and it's not much better. Lots of "trust the plan" tier cope posting.

Icy-Butterscotch-206

I own 5 individual stocks. AMD, NBIS, DRSHF, RDDT, AMZN. Between 3-5% of port for each. The other 85% is in ETF’s (VTI/VXUS) …. I had close to 35% in stock picks while shit was running up like crazy, but luckily I took profits while it was near the top. Everybody has their own strategy but for me personally. Limiting it to about 5 at a time is perfect. I have a family, work a full time job, have hobbies….. I don’t have enough time to evaluate and manage 10, 20, 30 different investments. Just keep it simple and dedicate my focus to my highest conviction (or high risk high reward) plays

spacedaddybranson

NVDA/AMD tmw if MU hold overnight: +2%

FireWoIf

I picked up 725 shares of AMD

Ok-Tonight2623

AMD is the play for 2026.

zhouyu24

At least it’s not like AMD with 14% net margins

Garbage-Disposal-938

a few more rough percentages: Oracle 45%, CoreWeave 65%, AMD 25%, TSMC 10%, MSFT 12%

cbusoh66

It's not like NVDA, AMD, AVGO, GOOG have problems coming up with money to buy more memory, this fucking market is retarded, I swear.

atape_1

ASML -5.63%, AMD -5.29%, ARM -5.38%. It's the market...

Plus_Tip_1005

My GEV dropped 71 bucks a share (11%) today. AMD and Nvda down big. Ai stocks in general got pummeled again today. I know that we were very fortunate in 23 and 24. And in 2025 overall considering how much we are up off the bottom it’s kind of frightening because I’m not sure what is to prevent us from retesting the April Lowes.

Ithinktoodeep55

I do find it incredibly comical that every stock that I try to buy the dip on AFTER it's dipped 20-30%+ just keeps dipping. stock drops 4% after dropping 20%, check 3 hours later....stock down another 1-2% wait until the next week when the stock is down 5% ...add more...stock down another 1-2% 2 hours later like when does it end? its almost comical at this point and just expected. like I just bought AMD at 199/share, and then right after it dipped to 197. next week when it dips to 180 and I buy it'l dip to 170, rinse and repeat 10 times until I end up buying AMD at 80/share again. ...then it will dip to 70 :D

VisiblePain

Sorry guys I sold my AMD yesterday, it had nothing to do with my excellent insider knowledge, I just needed to pay the guy to resurface my flooring in my house. I'm sorry I may have caused a huge dump in the market that is unrecoverable. I'll buy back the stocks soon as I can, but it could be months.

le_pedal

I like how AMD is worth roughly 62% as much as it was a few months ago

puffinnbluffin

AMD back to normal 😂

vermilli21

IF you are in AMD and this shit closes under 195....its gonna open a flood gate to 185

CriticalAnybody6686

I just keep getting notifications about how AMD, NVDA, AMZN, etc are fucked. Legitimately hourly reminders of how fucked I am

Burtonwurton

So who bought AMD at $267?

Habstah

AMD is suiciding Save us Su Bae

Roxorek

AI names like NVDA AMD AVGO ORCL maybe 10% more downside possible then UP only for 6 months straight again

bearlife

Could be a great time for AMD to nail GPUs and start sweeping the market. Nvidia could lose the gaming market by focusing too much on AI.

No_Database9822

You and me both except my portfolio is up cause if AMD and MU. My watchlist is always bangin

Crazy_Donkies

Calls on AMD.  Remember, AMD is projecting 3x to profits by 2030.  

gkdjsl

The prompt: "generate a poster with every letter of the alphabet and the name and picture of an animal that begins with each letter" The result: [https://imgur.com/a/wrThBDO](https://imgur.com/a/wrThBDO) lmao maybe Burry was right and it's time to GTFO out of my AMD position

TheoryInttro

I my AMD has to suffer like this, can we at least get a nice, round -11% on Tesla EOD?

JLeeSaxon

Ranked from least to most concerned about whether/when it'll get back there. Most of these aren't too bad, and most of them are fairly small positions, but I'll play along. AMD $205 NVDA $205 CLF ~$15.50 TLRY ~$20 [post-split, i.e. $2 before] PYPL ~$120 BB ~$8 CGC ~$15

vincyf

Amazon, Google, Apple, AMD do.

AstariiFilms

Openai is one of the few companies that can take those chips and use them in a way that gives AMD data on how to improve vs Nvidia.

vincyf

And AMD was close behind on CPUs since at least 2000.

SnooGuavas1514

AMD since $160.. Said i'd put the money on a new pc and so I sold half of it at $250 but now i kind of regret not selling it all

hueybutt

As a gay ber, I just want to see AMD drop under 200 and watch all the sales being triggered

TheoryInttro

Huh. Amazon holding up against the Flood of red, did not expect that. Which explains why I don't have a position in it while my poor AMD's getting shanked.

TheoryInttro

Jesus, I leave you guys alone for five minutes to go put the coffee on, and what did you do to my AMD?

gkdjsl

NVDA -18.82% from ATH AMD -24.44% from ATH AVGO -22.02% from ATH We're just plunging into the abyss with no buyers in sight, the good times with magical Vs and "deal announced with your mom" are over

jiggolo420

ORCL raw dogging NVDA + AMD... now i know what being cucked feels like

jiggolo420

AMD cucked me today

sandygws

AMD, ORLC, AVGO, NVDA and now GOOGL - the ruggening is almost complete. Slow, co-ordinated liquidity bleeds. AAPL & INTC will be next. Then TSLA.

Different_Height_157

The best chip manufactures will continue to do well. They’re not producing enough as it is. Those are AVGO, NVDA, GOOG, QCOM, MU, and AMD. There are others but these companies will have strong revenue and profits for a long time. Growth may slow down compared to last couple years but still good relative to the rest of the market.

Artifexx

AMD no longer going down the same weight as spy. Its detaching and going to the moon soon!

BosSF82

SHANGHAI, Dec 17 (Reuters) - MetaX Integrated Circuits jumped 700% in its Shanghai market debut as the Chinese AI chipmaker tapped into strong momentum triggered by Beijing's push to reduce reliance on chips from U.S. firms Nvidia (NVDA) and Advanced Micro Devices (AMD).

lurker165473

Lol AMD pulling a Google

ottawaenthusiast

Mr. Buffett, How long do you think it will take for AMD to go to zero? 6 months?

baxx10

Nothing, I got into divided ETFs after 300% AMD and Nvidia lol

that_70_show_fan

AMD shares offer is valid under very specific conditions - > As part of the arrangement, AMD issued a warrant that gives OpenAI the ability to buy up to 160 million shares of AMD for 1 cent each over the course of the chip deal. The warrant vests in tranches based on milestones that the two companies have agreed on. > The first tranche will vest after the initial shipment of MI450 chips set for the second half of 2026. The remaining milestones include specific AMD stock price targets that escalate to $600 a share for the final installment of stock to unlock.

Dab2TheFuture

I sold all my AMD at $260 to gamble 🤠 (I won the gambling too) 🤠 🤠🤠🤠 🤠 🤠 🤠 👇 🤠🤠 👇 🤠 🤠 🤠 🤠 👢 👢

gizamo

Needs MSFT and GOOG reaching in from the corners on NVDA and OpenAI. They aren't really in the circle, but they're definitely reaching in and holding on tight. Maybe even throw AAPL in there jerking themselves behind AMD.

stingraycharles

What’s important is that AMD’s and Amazon’s offerings are mostly geared towards inference. Training, which is much more intense and needs complicated clusters of highly connected machines, is still where NVidia is king, where they can ship whole integrated isles of racks of training clusters. Google’s latest generation of TPUs may change that, though, but that’s not for sale. At least for now.

Pulisicgoal

As part of the agreement, to further align strategic interests, AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones are achieved. The first tranche vests with the initial 1 gigawatt deployment, with additional tranches vesting as purchases scale up to 6 gigawatts. Vesting is further tied to AMD achieving certain share-price targets and to OpenAI achieving the technical and commercial milestones required to enable AMD deployments at scale.

Boston-Bets

Wait, what happened to OpenAI deploying 6GW of AMD GPUs? PUTS on AMD tomorrow?

gkdjsl

AMD, NVDA, Disney and now AMZN, everybody and their mother wants to keep the OpenAI clown show going no matter what. You would think they would pressure for Altman to go if they're that committed to the bit, dude can't keep his mouth shut.

Artistorgambler

But wasn't the prediction that OpenAI would bankrupt Google? No, it was that Google would bankrupt Nvidia. Oh no, it was that Intel is cheap. Or that AMD will be like NVDA in a few years. Or that Oracle had everything it needed to be the new NVDA. Or no, it's just that it has too much debt. Wasn't MSTR the future of Bitcoin? But watch out, the quantum crash and the end of crypto are imminent. Every week there's one like this, and it always ends up being debunked by another rumor. Better to buy the index. That's the moral of the story, because the market is just four banks and the junk media like Benzinga, CNBC, the WSJ, and Reuters.

gkdjsl

Is Amazon also giving them 10% of their shares to sweeten the deal? No? I guess that was just an AMD special

oldprecision

Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared more than 500% on their market debut Wednesday, after the company raised nearly $600 million in its initial public offering. Don't let these Chinese regards out pump us, get on NVDA, AMD, AVGO!

FalseBid2485

But you dont have it back. You have 300 less. On top of that you have inflation AMD taxes. Played yourself fellow regard 

AdhesivenessWide6470

You bring up a good point and kind of a big flaw in my plan, I think I was super blinded by the crazy expensive AMD call options but I don’t believe in amd long term the way I do with a few other stocks I have in mind, I’m working on building up Amazon, Apple, iren, Google, Tesla, AVGO (expecially right now that they’re at a crazy discount) I’m currently holding some $370 calls for AVGO for January 30th, they’re down $1000 total right now ($50 each) but i think those will be huge gainers. Obviously can’t see the future but I’m hoping that AVGO recovers enough by then and then I can sell 19 of my contracts and let my last one get assigned, using the funds from the calls I’ll have sold at a hefty profit to cover the cost of the 100 shares. But right now I’m doing the covered calls on Sofi, only I still don’t have enough shares of all the other stocks on my wishlist but I’ll get there. After I’m done stocking up on all those I’ll run the wheel strategy if I ever have to let my covered call be assigned, but ya you’re right I definitely do need to be a lot more careful doing this on margin,my original plan was to use make sure I had 10% more than the margin limits but I’ve changed It to 15% to be a bit more on the safe side, lately I’ve been doing 0dte but on a super small scale as I know how risky it can be, it’s been making me an extra $1500-2000 a week, although I got lucky last week with a $6k profit but I know not to get cocky with it and start thinking I’ve figured it out because that’s all it takes to wipe your whole account lol, everything is surprisingly going better than planned and I should have the shares of everything I want much sooner than I had hoped for. I’ve also started to buy small amounts of shares in a handful of dividend paying stocks. I haven’t finished choosing the exact list that I’m going to stick to but mainly companies that I’ve been exposed to and see long term potential for. Right now I like Walmart, UPS, affirm, O (realty income monthly dividends), Pepsi, chevron, etc. Obviously like I said before I’m still new to this compared to most people in this subreddit but my goal is to be able to eventually live off of the income of covered calls, dividends putting a small amount of profits towards day trading the s&p contracts. I’m 23 so I know this is a huge goal and most people would see as unrealistic but you can’t do it if you don’t try! I hope we can all do well enough to be successful with this, thanks for the advice and comment!

Yard_One

ready to crash...AMD same

TheoryInttro

I did not enjoy the dump on Google making up for the pump on AMD. Really not a fan.

GeorgFestrunk

I bought a $2.5 and sold at $8 because my expert friend who was a writer covering the technology with an electrical engineering degree from Stanford said he thought AMD was likely to go bankrupt. Even if I bailed along the way, he still cost me at least a quarter million dollars.

movdqa

My opinion is that it's related to Japan, their economic problems (partially caused by the US), and carry trades. I read where Japanese funds will be selling US ETFs starting in January to book profits. The other potential area is the AI bubble. You have US and Chinese companies trying to get AI at much lower costs and the concern is that they hit the profits of ORCL, MSFT, NVDA, AMD, etc.

DenimChicken50

Full disclosure, I’m only in CLSK out of the names mentioned and I also hold GLXY. CLSK seems to have the fastest speed to market, has no contracts YET (looks like an Nvidia or AMD deal will happen soon), a great balance sheet (just paid off their debt, have BTC worth around 1.3B, and have a few 100M in cash), a smaller market cap of 3.5B compared to their competitors I don’t think are as well positioned, and they have a new SVP who left Humain (look them up) as their pres of datacenters. Hope this helps. Do more research and look into everything I talked about if you’re interested

crap-code-syndrome

AMD to 0

Gregangel

Long Term investor. At least 10+ years horizon. Work in progres, all ligns (except ETF 20% of the portfolio at the end of allocation period) will get the same starting allocation (continuing in 2026 window) |**ASML**|9,51%| |:-|:-| |**Small cap EU**|8,37%| |**Duolingo**|7,85%| |**ETF S&P500**|7,51%| |**Novo Nordisk**|7,34%| |**The Trade Desk**|6,68%| |[**Monday.com**](http://Monday.com)|6,23%| |**Vertex Pharma**|4,94%| |**Rocket Lab**|4,51%| |**ON Holding**|4,08%| |**Nvidia**|2,91%| |**Amazon**|2,91%| |**Sportradar**|2,81%| |**Lemonade**|2,79%| |**Alnylam Pharma**|2,79%| |**Lyft**|2,71%| |**SoundHoud**|2,70%| |**AMD**|2,58%| |**Toast**|2,23%| |**Shark Ninja**|2,11%| |**ETF USA x2**|1,98%| |**TransMedics**|1,76%| |**Paypal**|1,68%| |**Grab**|1,02%|

mathewgilson

So after all of this AMD was just another SMCI?

BosSF82

“GPU prices may be heading in the wrong direction again, and this time the reason is not mining hype or sudden demand spikes. Instead, rising memory costs are starting to catch up with manufacturers, and the impact is slowly showing up in retail prices. Over the past few months, RAM prices have gone up fast, mainly because of strong demand from AI data centers. And as a result, GPU prices are also increasing. Earlier reports already hinted that AMD could raise GPU prices by around $40 due to higher memory costs. Now, it seems Nvidia is also being affected, as recent listings show that some RTX 50-series GPUs are becoming more expensive, even in regions where prices were usually stable or below MSRP.”

Extra-Shape-9948

AMD calls have ruined me

commsnek

AMD?

No-Comment9393

44% up YTD BRK.B GOOGL AMD SOFI Quite a cheesy portfolio but it worked out somehow