AMD
Advanced Micro Devices Inc
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GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean towards Broadcom over AMD.
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
How do you guys keep falling for the same scam every time
BENTLEY SYSTEMS(BSY) LOWEST BUYING ZONE - POTENTIAL SWING TRADE NOW
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
This is my thesis on AMD.1000+
Tracking infrastructure capex shifts beyond primary compute
Tracking infrastructure capex shifts beyond primary compute
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
Thoughts on this? 18 years old
What Are the Most Interesting AI Stocks to Buy Beyond the Obvious Names?
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
AMAT is making me rethink who the real winners of the AI boom are
The AI trade is starting to look like a copper trade too
Took Profits Across AMD, DELL, MU, SPCX Today. Cash Is Comfy Again
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Arteris (AIP) – The NoC IP Play Nobody's Talking About
Arteris (AIP) – The NoC IP Play Nobody's Talking About
CELH (Celsius) is to MNST (Monster) like AMD is to NVDA
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Been sitting on cash for the last year because people kept saying the bubble would burst. Is it too late for me to get in?
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Bullish thesis for SPCX into the summer
Bullish SPCX Mechanical and Macro Thesis in the next month
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
Am I crazy or is copper becoming one of the most obvious AI investments?
AMD is literally funding a startup with $350M just so they can buy AMD chips.
Bought AMD 180 calls last week thinking earnings would rocket it, now staring at -45% and bagholding like a dumb ape
Samsung's Han Jin-man Vows to Catch TSMC "Even If It Takes 10 or 20 Years" After Chairman's Taunt
Tried self investing again this month since 2021…
Day 4 Update: Letting AI manage a Robinhood portfolio
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space regard checking in before launch.
The SpaceX IPO will be the next "housing market since 2020".
Which AI stocks will be a winner for coming years?
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
AMD fell around $40 since close.
When are you guys selling Semis? $AMD keeps chugging up.
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Am I Crazy For Thinking The N1X Announcement Is Bigger Than Most People Realize?
I WOULD LOVE TO THANK THE HATERS , IM A STEP CLOSER TO A LAMBO , 5 DAYS LATER WE ARE UP ON THE TICKER (RKTO)
AI infrastructure is turning the whole market into one giant NVDA side quest
AMD’s price has massively detached from forward earnings expectations
Thank you Marvel, micron, and Jensen
Thank you Lisa Su! Arvind and spez please take it from here.
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Mentions
I'm running 72gb when code 3 at like 40t/s on an AMD Ryzen max +395 with 128GB and orchestrating with aider for ide and openweb ai on chat browser. Integrated web for another financial analysis project and frankly it just works. Meanwhile, my day job is spending a lot of money for agents that churn and burn and take to long. I can make specific prompts for code I need knowing its role just using "ask". Code pilot is a total ripoff IMO, total waste of time as it rethinks and burns tokens on a virtual mental illness of overthinking. We just had our tokens cut so glad to be back to normal development and debugging. Just a couple coppers of an opinion, really don't care too much. But my curiosity is insatiable.
Meanwhile my stupid move was having a stop-loss trigger on $AMD at $500 and yet it ends the day $539.
Crazy AMD call prints today ahead of the Anthropic news
Sounds like AMD will publicly announce anthropic as a customer ““We believe AMD has won Anthropic as a customer for its MI450 AI accelerator, based on our discussions with industry contacts, and expect AMD to announce it at Advancing AI Day in July,” Citi analysts wrote”
July/August earnings going to be biblical. Apple, Amazon, AMD, Google, Microsoft, etc. This could make or break the market. If we see meaningful growth from hyperscalers relating to AI we’ll rocket. If not, we drill. Capex will also be huge.
Keep only 5. AMD. WDC. CRDO. STX. CIEN
nice caught some good moves today. 10% of my account each in INTC, SNDK, and AMD and grabbed 10k in QQQ friday calls already up a good chunk on all 4.
You took some vague data and made a lot of assumptions on them, you stretched what can concretely be called "repositioning" into global worldwide crash. You even refer to it as such "repositioning" AMD having loads of 0dte calls when they are trending and have bullish news coming out consistently, and TSLA OTM call volume as if that never happens must equal "manufactured green screen". And you site two countries down on imports as=global catastrophe. And the fed indicating hikes is not new ie priced in., they change their mind on a dime anyhow, only thing of concern you point to is consumer spending down, which was a given being gas prices bc of the crisis. Whether the crisis continues, or keeps going is the only thing that matters and Taco remains true. Midterms corrections are nothing new, but that's what it'll be not anything to do with what you try to correlate here
Are you retarded? AMD is very good
Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR
Right when I buy calls on AMD.... lmfa
The thesis is straightforward. Lumentum is completely booked through 2028, and the laser shortage isn’t easing anytime soon — every qualified laser supplier will be absorbed by demand. That’s where AAOI steps in. The AMD rumors are particularly interesting. If AMD adds AAOI to their ecosystem alongside GLW, AAOI essentially participates in two separate cycles simultaneously — supplying transceivers for one and laser chips for another. That’s a dual revenue stream most competitors can’t offer. What the market is currently missing is the laser chip story. Everyone is focused on the transceiver ramp, but AAOI is expanding their Sugar Land facility’s laser chip production for a reason. That build-out isn’t just capacity insurance — it’s a deliberate bet on becoming a vertically integrated laser supplier at scale. And here’s the optionality that rarely gets discussed: if CPO eventually displaces pluggable transceivers, AAOI doesn’t necessarily lose. The same Sugar Land factory floor can be reoriented toward laser chip production, since CPO architectures still require external laser source modules. The factory becomes more valuable, not less. This is a company positioned to win in multiple scenarios, and the market is only pricing in one of them.
Rolling the dice on AMD this week
Simone loaded $10m on AMD weekly calls
AAOI announce that AMD deal u dickhead
AMD will hit 600 before earnings with a chart looking like that
$SPCX will be at interstellar💫 levels by the end of July. 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 chip companies (cough cough AMD-eez nutz 🥜) Easy E-Muskrat knows best how to run a capitalist business (aka cook the books 👨🍳📚).
Amazing $40 swing on AMD today, WTF
Software got its 1 day run on Friday. Buy DRAM, MU, INTC, WDC, AAOI, AMD, SOXL. Microsoft doesn't go up.
Bruh, AMAT +12%, KLAC +10%, hell even AMD is green. Only red holdings are MU & Intel... We going back to 265.
Closed my 13k AMD yolo for a 3K gain. Not as glorious as some of you here, but I've gotten slaughtered before for being too greedy. I left some money on the table, but that's better than losing money.
*AMD recovers from -5% to +1.5%* NVDA: best i can do is slowly lose my gains all day
AMD building a very strong support at $505ish. 4 days of pumping off that
Good positions I feel, still lots of AMD, NVDA, RKLB, GOOGL, which have been doing well. It's specifically my Rule 7 breaker dropping 40% being the reason I'm down that much - it's too much of the portfolio probably, and I'm still confident long term, but it makes the books for the year look real bad.
I would 100% embarrass you in front of your mom and girl, all I have to do is pull up my $7 cost avg on AMD and you’d start crying like a bitch, just like you have been all morning already 😂😂😂
If my AMD yolo hits, I'm buying my omega grail watch. Maybe a nice leather strap too.
Just yolo'ed 13k into AMD. wish me luck. https://preview.redd.it/ixu182bog8ah1.jpeg?width=1080&format=pjpg&auto=webp&s=d7da1b60bcca237d8b0387f4de03b18af0ea2d3b
Tech stocks in full recovery mode. AMD: Feeling silly today, think I'll still go down 3%.
Funny how AMD has been ripping until the exact moment I buy some shares a few weeks ago. Shit's a joke man.
Sir the second AMD dip has been hit. I bought it...
guh this is painful. SNDK, MU, AMD all getting rekd again
AMD will also struggle to buy RAM, right?
That QNX expansion into AI edge is insane considering AMD just projected Q2 CPU revenue to jump 70% YoY from AI demand, https://wiseek.ai/ticker/amd/news/amd-forecasts-q2-cpu-revenue-up-70-yoy-us-blocks-mi350x-ai-chip-sales-3c28ed3aa9cb1ae8dbb1ead38a8dfd0b3f3d2905e08c78914f388491d70634c8. Could be a decent play for secure RTOS with that kind of growth.
rule of thumb: AMD and Microslop always rise when markets are about to and will dump
$AAOI AMD DEAL [https://www.technetbooks.com/2026/06/amd-secures-optical-communications.html?utm\_source=chatgpt.com](https://www.technetbooks.com/2026/06/amd-secures-optical-communications.html?utm_source=chatgpt.com)
$AAOI going to announce a deal with AMD and rip shorties heads off
I put $5k in a couple years ago for the lols, and I'm up to about 23k thanks to AMD. It's fun to listen to the reddit hysteria and lose $500 every few months. My real money is in managed accounts doing tax loss harvesting...
I did that with AMD and Nvidia
Ya my AMD calls are so cooked, I keep losing man.
If you want to maximize ROI, volatility is what you’re looking for. So more AMD. Also $DRAM or $MU.
What I would do, and plan to do, is invest in SK Hynix and remain invested in AMD; with AMD, I only have about 50 shares. Then periodically trim SK and AMD, and invest in GOOGL for the long term. In my opinion, GOOGL will be able to monetize its AI spending the fastest among all hyperscalers. I would not completely sell out of the GOOGL position, only a portion of it.
Amateur post. Kid wake up. Did you think AMD would double in 8 months? You took your money and put it into two places you thought would pay off. Both did great What's your crystal ball going to tell you about next 8 months?
AMD and NVDA calls
Buy low sell high. Get out of AMD. If it keeps going up, great. But get out. Then buy graphics packaging. It will go 300% within a year 100% within 6 months. They just finished their mega factory in Texas. It are free cash flow sent them down 85%. It’s done now and free cashflow has returned. I avoid tech stocks. Even great companies like google have too low a PE ratio for me.
I'm not saying which one to buy, but Googl is a 4 Trillion company in stock value and still growing and AMD is 850 Billion. Both are great companies to me. Personally , I would look at AMD with more room to grow in the future. But, It just has insane volatility, more for the long term investment.
You’re noticing a massive trend The defense boom is directly fueling the tech boom because modern military gear requires massive computing power. Long-term investors are piling into Nvidia and AMD because defense giants like Raytheon are heavily upgrading their hardware with cutting-edge semiconductors for AI drone swarms, advanced radar, and real-time tracking systems…. The chips are everywhere
Green week ahead, because June 4 incoming. War contained. SK + Samsung 61B investment alleviates HBM4 bottleneck. With no limits on HBM4, AI gear suppliers now can increase production to meet demand. ASML pop cuz more lithography devices needed. NVIDIA, AMD pop, cuz more RAM available. Google pop, cuz more RAM available. Etc.
Oracle's biggest customer is Microsoft, which relies on Oracle to build massive multi-cloud data centers inside Azure to satisfy enterprise demand for the Oracle Database. Other massive enterprise customers include UnitedHealth Group, Citi, and FedEx, alongside major tech firms and AI developers like Nvidia, OpenAI, and xAI. [1, 2, 3, 4, 5] Oracle powers a vast network of enterprise, database, and cloud (OCI) clients across different industries: [5, 6, 7] Key Customers by Sector • Technology & Cloud: Microsoft, OpenAI, Nvidia, xAI, AMD, ByteDance, and Meta. • Financial Services: Citi, Edward Jones, Deutsche Bank, and Bank of America. • Healthcare & Life Sciences: UnitedHealth Group, Johnson & Johnson. • Logistics & Retail: FedEx, DHL, and Costco. • Enterprise Giants: Accenture, Deloitte, Siemens, and SAP. [1, 2, 3, 5, 7, 8] Explore global business implementations and success stories by browsing the official Oracle Customers directory. AI responses may include mistakes. [1] https://cloudwars.com/cloud/larry-ellisons-masterpiece-microsoft-becomes-oracles-largest-customer-2/ [2] https://www.appsruntheworld.com/customers-database/products/view/oracle-database [3] https://www.linkedin.com/pulse/oracles-largest-customer-microsoft-jonathan-david-moore-frsa-hshsc [4] https://www.theglobeandmail.com/investing/article-oracle-shares-surge-on-cloud-revenue-potential/ [5] https://www.oracle.com/ [6] https://www.aventionmedia.com/technology-installed-base/oracle/ [7] https://technologychecker.io/technology/oracle-cloud [8] https://logichannel.com/oracle-customers-list/
ASML is a tough one to argue against over the long run. It's one of the few true bottlenecks in the entire semiconductor industry. On Broadcom vs AMD, I mostly agree with your reasoning. AMD probably has the higher upside if it keeps taking AI share but Broadcom feels like the more diversified AI infrastructure play and after the recent pullback the expectations are a bit more grounded.
ASML. Im adding into it if i see a red day, minimum 100-300$ i will add. Within 6-7 months I got like close to 5 shares and almost 30% up. AMD is way went up and others like mrvl qualcomm intel. I would pick broadcom if i hat to chose amd cs avgo vs mrvl
>AMD Next Gen GPUs are better than NVDA I would strongly assume he's talking about datacentre product? For gaming, they're nowhere near Nvidia.
I didn't buy AMD at $12 or Ethereum at $20 in 2017 because I was buying a house... RIP. Ethereum blew past $1000 6 months after I bought my house 🤦
Apple memory fud is retarded ber nonsense because that's all commodity DRAM. reports are showing CXMT's rates aren't even that much lower than what MU or SK or Samsung are asking anyway. but basically for CXMT to hurt MU where the real profits are, they'll need like 3 unlikely things to happen around the same time, 1. China doesn't absorb domestic supply 2. true vertical stacking 3D DRAM actually turn out to be a better solution than HBM for data centers. but it's still theoretical and i'm not sure who's even studying this 3. China catches up on server grade DDR5 when they are 1 generation behind in product and 3 years behind in manufacturing. but the catch here also is that even if they catch up, they'll need to get qualified with NVDA, INTEL XEON, AMD EPYC, etc. to take money from the big three. this not only takes a long ass time, but would also surely be blocked by Congress
SNDK- 40% AMD- 30% ALAB- 20% ARM- 10% I am not sure when exactly nor at what dollar intervals, but this is the idea.
This is soooo me. Whatever I buy, it soon falls and stays below water forever, so when it finally gets back to break even or a little above, I get nervous and dump it. Then they run like crazy. Have done this with AMD, Palantir, Marvell, VRT, and many others.
I kind of get what you mean. Broadcom feels more like a boring long term play business, whereas Nvidia and especially AMD attract a lot more retail attention because they're the obvious AI chip names. Broadcom's AI story is also less visible, it sits behind networking, custom ASICs and infrastructure rather than the headline GPUs, which probably makes it feel more institutional.
Advancing AI is just a workshop, not to reveal anything new is it? Do you have more details on AMD's Next Gen GPUs being more efficient than NVDA?
Definitely think AMD is undervalued and can double in a few years. Nvidia double in the same time frame? I don't know about that, that would mean they would have to be a 10 trillion dollar market cap.
Broadcom seems more of an institutional play vs Nvidia or AMD with latter two almost meme like
Is it bullish for NVDA and AMD?
Invest in something that is constantly on the rise, like Micron, but buy on a day it tanks like on a Friday. I bought AMD back in September paid 176.00 a share. Now it's in the 500's.
The worst part of it is you have to pay taxes for the house and the stonks. I feel you, last year I had to AMD, MU, besides others just before the run. Probably missed about 300k 😂🤪
Some near term cataylsts below. AMD Advancing AI 2026 - July 22nd + 23rd AMD Q2 Earnings + Q3 Guidance - Aug 4th
Now probably isn’t the best time to buy AMD. I would wait for a dip before getting in
I hold AMD too, but NVDA and AMD only signed an MOU, being broken at Hormuz routinely.
You can say this about every memory stock, SNDK is just the most egregious. I bought STX at 350 and heard it at 500. MU had the doubters running wild at 400. Truthfully, you can say this about every major chip stock. I vividly remember NVDA pre split at 700, AMD at 250. They’ve all received the same negativity and doubt that began several hundred % ago
$AMD is the stock for the next 3 years. We will see it go to 3T market cap. https://www.amd.com/en/newsroom/press-releases/2026-3-18-samsung-and-amd-expand-strategic-collaboratio.html AMD Next Gen GPUs are better than NVDA while consuming much less energy and more memory efficient. AMD CPUs are already way ahead of INTL.
35% DBS - Singapore Bank, local stock for me 30% AMD - Rose from 7%, it was a small old bet that paid off 20% GOOG 15% A mixture of MSFT, BRK.B & QQQ Currently DCA monthly into GOOG annualized XIRR is 27.2% 6.5 year old portfolio
It's propaganda. Their early phoronix report wasn't great and AMD released a rebuttal. Vera is nowhere near as good as Nvidia claim
All good, it's just a side bet - i'm mainly in AMD which can easily compensate for any losses. Good short tho - shorting is one things i'm sadly not good at. Stuff like OKLO were clear shorts but i'm often scared away by the costs
I sold $AMD very early (got in at $1.8, asked r investing and they laughed at me, but cashed out just at $8) and thought MU was next. It was trading at PE 3x at the time if I recall correctly. But it was lateral for a lot of time, with Trump messing with China back in his first term. MU was already a meme here when I got in. Remember Marty.
My brother in christ, NVDA has been cooking Intel and AMD for over a decade
Yep. AMD, QCOM and Intel spent over 2 decades or more chasing Nvidia and you think a startup with limited capital can tame the dragon while the others with almost endless capital can’t? Starting a new chip company from scratch is hard. Ask Google and Amazon and how much they spent. The best hope is for cbrs to get brought out for its IP when it’s down 70% from here
Yes. ...This, in turn, allowed the researchers to forge attestation reports and implant persistent backdoors on AMD SEV-protected virtual machines...
This is real, everyone recognizes him from the MU and AMD stock subs.
I had AMD when it was 6 bucks. My dumbass thought I was smart trying to day trade. Eventually sold all of it at a loss. As of right now? SOUN. Bought it at the highest point. Get your shit together SOUN
Decided to buy house in 2024: Sold Micron, sold AMD, sold Nvidia. I know your pain. (It's a nice house though. I hope yours is too.)
Bought AMD leaps before the huge run up (I was down about 50% on them at some point for a while lol). Sold the day when OpenAI announced that they will be buying AMD chips, I was hesitating whether I should hold those leaps or sell them. Made a boat load of money on it either way. I put a little less than half of my profits into $MU leaps with the mentality to hold for a long ass time when MU was about $180/share. Sold that for a small profit because I kept reading that MU is very cyclical, so I sold them thinking I sold the top and was a genius. Then put the other half of my profits into SoFi leaps when SoFi was about $26/share. Down 50% on them :). Miraculously, I’m up still up a lot somehow…
Here’s the answer I was looking for! In the past, I have bought AMD for sub $30, MU for sub $60, ENPH for sub $10, (and a few others). My issue wasn’t my buy price, it was my impatience—I sold them all for roughly what I paid for them. 😭
It’s ok, I had 18,000 AMD shares in 2013 and sold most of them for a car.
Smci. Dell and HPE are no longer able to provide servers for datacenters. Smci picks up that void. I feel its the same play as AMD and INTC with NVDA.
Stifel initiated coverage of BlackBerry ) with a Buy rating and $12 price target. Despite the stock’s 130% rally year-to-date, the market “still misdefines” BlackBerry, the analyst tells investors in a research note. The firm says the company is no longer an auto-supplier story, but a “mission-critical software layer” in physical AI and a “dominant partner” to silicon leaders like Nvidia, Qualcomm, and AMD. Stifel believes BlackBerry shares warrant a premium valuation given its lower revenue risk, margin expansion as its mix shifts toward runtime royalties, and high free cash flow conversion.
That’s ok I bought 2000 shares of AMD at $11 sold them at $15 when I set up a stop loss. Stuff thought I was a rockstar with my $8k gains.
Nvidia -19% MSFT -25% Nflix - 46% MU -10% Google -18% SanDisk -11% AMD - 8% DRAM -12% That looks like a lot of the froth being taken out of the markets. The bubble has popped or there is no bubble to be popped.
#AMD's implied volatility is 75% LMAO🤌
AMD last earnings only 1b$ profit. But stock up 5-8x. Market is brain dead.
AMD has a big inflow right now though
NVDA and AMD going crazy up
Going all in AMD and NVDA calls
They track to more of a traditional IPO - one that needs capital to buildout and scale. In comparison NVIDIA was making their chips for a different market - graphics - and it happened that AI - a matrix math, linear algebra market could be fit into their paradigm. (They just needed way more RAM then a the small graphics buffer.) Calculating a token is no different than calculating a pixel, or for that matter anything else. AI has several subsets of needs that are met with differing designs, when done efficiently. Cerebras falls cleanly, and better into one aspect of the solution. Mind you there is no barrier to entry. Recall the first tensor cores came out of Google, now everyone is implementing them as co-functions - AMD, INTEL, NVIDIA, and on. As with any nascent market with massive spend you need to keep track of the adjacencies (power, networking, storage, compute) and monitor the benchmarks. Today Cerebras holds the crown in performance. Expect this to go wide then narrow back as the inevitable shake out/acquisition cycles occur. Caveat - NVIDIA has decades of investment in software (called CUDA) that gives them an advantage but as this is a very hardware hardware intensive play I would expect that advantage to diminish over time. Really how they got pole position was pure luck. The capital being spent in this market is so huge and the solutions so defining that like the internet there is no turning back. And when you have massive capital investment assured for a LONG time - its opportunity meets innovation time.
Money going back into NVDA and AMD
AMD deserves 30% pullback INTC 40%
I already know if the market decides to pump NVDA will cap out at $194 while AMD bounces to $530
AMD still over $500 so this dip is still fake and gay