AMD

shashwat_10

Its not bubble popping stock goes up and down, Good comapnies like Qualcom, Nvidia, AMD, MU are here for long term , other hype companies like NBIS, MRVL are over priced their price will come to realistic level, between that idiots are trapped and large fund makes easy money due to small float and so called AI.

Revolutionary_Ad2527

NVIDIA is selling the AI infrastructure. AMD is selling it. Broadcom is selling the networking. Micron, SK Hynix and Samsung are selling the memory. TSMC is making the chips. Arista is selling the networking gear. Vertiv is selling the power and cooling. Dell and Supermicro are selling the servers. Who the fuck is buying? And actually making a profit from what they bought? Don’t say fucking lovable.

RacistOuPasRascit

If the latter happened, you will be in a world of pain with 1m fx, this include short positions of 500 AMD at 510. If the broker already closed your positions, you got ding by fx on both the buy and the sell. Noob mistake that could probably cost you 20k cad. Update us tomorrow, degen.

Slabbed1738

Yes, AMD and SPY. Notorious for being low volume

No-Improvement3164

I swore I saw AMD at 523 yesterday morning Pre market

jcoigny

Huh AMD flat? Like compared to what $applovin. Nvda having news everyday and moving 1 dollar is frustrating. Selling put credit spreads on $amd 30 bucks below the underlying asset price and getting wiped out on less than a single day is account busting.

Think-Adagio-1644

AMD put bought and it decides to go up this market really be. Trying to hurt me

Hamezz5u

High priced is something like AMD Insanely priced is PLTR Get da fuck outta here priced is SPCX You’re welcome

rubixd

This whole situation reminds me of this semi-famous quote: > Real men have fabs -AMD co-founder Jerry Sanders

Mister__Mediocre

Hyperscalers have no reason to worry about depreciation. They're not producing the GPUs, only being the middlemen. Their contribution is setting up the datacenters, figuring out power and cooling and the software stack on top. There's two ways this probably plays out * GPUs stay expensive --> Hyperscalers can resell the depreciated GPUs at a decent price while refreshing their stock. * GPU prices crash --> Refreshing their hardware turns out to not be that expensive in the long run. They win either way. The people who need to worry about GPU depreciation are the vendors (Nvidia and AMD) since old GPUs compete with new GPUs.

Kekbar

Any jan 27 calls stand out as a screaming buy I finally have some money coinciding with a dip. looking META, CLS, COHR, AMD, AVGO right now.

bearhunter429

#Reverend Bearhunter: "O Lawd of the Nasdaq, we beseech Thee: let NVDA soar, let AMD rip, let Microsoft, Amazon, Google, Meta and all blessed tech stocks rally unto the heavens. Cast away the bears, smite the bond yields, turn every red candle green, and deliver us from the temptation to panic-sell. Let our portfolios swell with glorious tendies, our calls become deep in the money, and our brokerage accounts shine like the gates of heaven. In the holy name of Buy the Dip and Send It, AMEN." LMAO🤌

Legitimate-Ranger-94

AMD pump?

Amitriptylinekoning

BE AMD MU SNDK NBIS taking Ls

DrumpfTheBern

Ngl that ytd AMD chart look goofy as hell

LawyerSignal9663

Is now a good time to buy AMD?

Amitriptylinekoning

AMD the king of dumping

Ambitious-Profit855

Longer than the GPUs can physocally last? I don't think they depreciate their GPUs over decades.  Afaik there is a lot of talk if 5+ years depreciation schedule is too long, with critics saying the hardware is obsolete after 2-3 years (with which I don't agree, Nvidia and AMD are stagnating).

OsmanthusWineEnjoyer

Is AMD a penny stock? Moves 10% like nothing

Amitriptylinekoning

AMD loves shitting itself

Amitriptylinekoning

Cmon AMD

Astronaut100

You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.

Goldpeaches32

Bye AMD

Affectionate-Idea690

SNDK took a massive hit (dropping over 10%), dragging down other heavyweights in the QQQ basket like Nvidia, AMD, and Micron.,,,meh same ole shit btfd

Amitriptylinekoning

AMD stop being a PoS for js a sec

mmaisumm

AMD go fuck yerself mate

mmaisumm

Fuck you AMD just die you piece of shit

Tamronloh

What do you guys think, why can’t AMD just flood the market with cheap GPUs. Oh, because TSM is the bottleneck? Okay why can’t samsung and intel flood the market with cheap wafers? Oh because ASML is the bottleneck? Okay why can’t china flood ther market with cheap EUV machines? Oh because…

DanTaude599

Fwiw, the $11k is your money now, not house money. If AMD is more than 10% of your portfolio, I’d trim it back toward 5% and put the proceeds in a broad index fund, while keeping enough AMD that you won’t resent it if the run continues.

Itry31

Perfect for my AMD short, 400 here we come bitches!

Wealthyinvestor234

Dell had an accounting investigation, found misconduct, delayed its annual filing and the stock didn’t drop or take a hit anywhere close to the way SMCI did. The difference now is sentiment around SMCI is starting to change after last quarter. Stronger margins, massive demand, record orders and the 60 billion backlog are making the market focus more on the actual business again and SMCI is connected to the the biggest names in tech including NVIDIA, AMD and Intel hardware. I wouldn’t consider that bearish they hit its bottom and it’s up from here.

Opening-Machine5026

This whole market is fueled by hype and AMD isn't involved in the hype cycle.

ThetaEdgeHQ

Substantial_Team is pointing at the real gap. The Greeks are table stakes, but the thing that actually blows accounts up is not misreading one trade, it is holding eight trades that are secretly the same trade. Five diversified cash secured puts on NVDA, AMD, MU, SMCI and GOOGL is not five positions, it is one leveraged long on semis and megacap tech, and it all tests on the same red morning. Position sizing per trade does nothing if you never look at the book in aggregate. Track your total portfolio delta and your concentration by sector or factor, not just per ticker. Most people bleeding out were never actually wrong about the Greeks, they were long the same beta five times and called it diversification. No book teaches that because it is a portfolio problem wearing an options costume.

MaybeLiterally

Sure, if data centers are having a hard time being built, and for that reason, people aren’t buying processors specifically from AMD, yes, I could see how that might be a problem. But that’s not occurring though is it? Also AMD hypothetically having challenges selling chips because of data center build out being slow, doesn’t equate to a bubble.

Mr_Lumbergh

With respect to AMD, specifically, no, it does not. If somebody else is responsible for them not being able to push units, the effect them is the same no?

Goldpeaches32

Some one crash AMD for a G

Resident_Plum5581

AMD $500 is a joke

fallingdowndizzyvr

I used to have a lot of AMD. I've trimmed it down to a token few 10's of thousands. On top of that, I trade $20K worth at a time. It breaks $480, I buy. I breaks $520 I sell. Rinse and repeat.

SmooveBwainGains

Everything AI making money. Micron, sk Hynix, Dell, AMD, nvidia, Microsoft, Qualcomm, TSM, Oracle, crowdstrike, Amazon and others.

music_is_gud

AMD, what a shitty stock

Additional_Jelly_978

AMD stagnant why?

Hypnot1se

I love AMD. I sold all of it at about 515 a while ago and rotated out of semis. They're initiating a kamikaze loop with NVDA. Once they break the CUDA moat, NVDA will lose market share but the margins in the industry overall will take a hit. There is too much uncertainty around future profitability and its sustainability. I made like 200% on AMD and dipped. I might have been early but I'd rather be early then late. Hardware stocks like that you shouldn't be too greedy with and exit once you thesis is validated. My thesis was - AMD will prove itself as a serious competitor to NVDA and re-rate. That happened. It played out. The stock went up to 500 something dollars. I sold and moved on. What you do with it depends on your thesis, expectations and timeframe. Can't tell you what to do. If you're no longer feeling confident I'd consider reducing exposure until I did. *NFA DYOR ETC*

FailOk1528

If you had $11k in cash today, would you put all of it into AMD? That probably answers the question.

Mr-You-Crazy

Yeah I only bought NVIDIA because their GPUs were the only option back in the day. AMD was still an under dog. I also have been pulling money out of my lucky stocks and putting them into index funds. Not sure if Fidelity calculates sold stock as well or only ones that you still have in your account.

traderbusto

AMD calling to me like a siren but I must resist

Additional_Jelly_978

AMD TO 1000

noobletato

AMD you piece of shit

onpc23

This. The relevant info that is missing from the OP is what percentage AMD is of the overall port. Whether you pulled out the initial investment or not is not something that matters in any way, money is money. Personally I would want 70% or more in index funds compared to individual stocks.

george_alto

AMD still has a lot of room to keep growing over the next 2+ years. Keep some but diversify and start buying other areas of the AI boom like energy, hyperscalers, neocloud. And also start going into other sectors like Pharma, Finance, etc

Think-Adagio-1644

No AMD wait I was gonna buy PUT at open

Amitriptylinekoning

AMD got tired of winning

Status-Net2947

Sticking with my 10 stocks through thick and thin: AMD GOOG AMZN ORCL META NBIS MU SPCX AVGO ANET

Amitriptylinekoning

Nice one AMD

Professional_Cup7379

11k is a lot of your account to have in one ticker, and the decision you're circling is really about whether you want a diversified book or a concentrated one, and that choice doesn't depend much on what AMD does next. The strange shape here is that you've already pulled your principal out and the rest feels like house money, which makes holding feel like a free option. But free options still drift, and the longer a single stock sits at 11k the more a normal bad quarter can do to your whole account. Selling a chunk into strength is usually easier than selling into a drawdown, and there's nothing wrong with trimming. My guess is you'll feel more comfortable once AMD is a small slice of the account instead of the whole thing. If AMD dropped 40% in a week, would you actually hold and keep adding, or would you be relieved you had already taken some off? That's the test I'd run before deciding. I'd rather lock in the diversification now and keep a smaller AMD position than keep riding the same single name, even if the AI story keeps playing out.

Investorabsverige

I’d probably trim it, not because I think AMD is a bad investment, but because diversification matters. The fact that you’ve already taken out your initial investment shouldn’t really affect the decision the remaining $11k is still $11k of your portfolio. 

Think-Adagio-1644

Anybody else feeling a put on AMD I feel 500 or below by end of week

verified-trader

**BanBet Lost** — /u/Moist-One-1572 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▲ | $479.74 → $700.00 | +45.9% | 2w | Lost |

powerboner

Be like me, sell SNDK and AMD early to sit on fucking Google. Goddammit I’m sad :(

Healthy-Money-1920

I also think trimming a little makes sense if AMD has become too large in your portfolio. I did keep some shares because the future may still be strong, but move part of the money into other investments. That way, you can still enjoy future gains without depending too much on one stock.

Mr_Lumbergh

AMD has less exposure than a lot of others in this space to AI, but the bubble is set to pop shortly. Exactly when I don't know, but their backstop in Anthropic isn't that hot for the near-future stock price IMO. Sandisk just saw a massive contraction and SK Hynix and Samsung have been getting wrecked on the Korean exchanges, so we're already starting to see the pullback on the memory side of things. Make of that what you will.

readperchery

If AMD is now a large part of your portfolio, I’d trim some and diversify. Taking out your original principal doesn’t really make the remaining $11k “free money” — it’s still $11k of your capital today. You can stay bullish on AMD without letting one stock dominate your portfolio.

ComfortablePiglet842

They never owned AMD 2 years ago

Ill-Expression1737

AMD

music_is_gud

AMD calls maybe? But otherwise I'm gonna gradually get out of leverage in the morning

music_is_gud

But 0DTE AMD calls tomorrow. This is financial advice.

vandalizethethief

Yeah, invest in what you know. I get it, it’s a core tenant of Buffett & Peter Lynch even for individual investors but if you’re still holding SBUX I would ask, why? I did the same thing minus the kids. AAPL (pre-iPhone), RDDT IPO, Micron (sold WAY too soon this cycle) but no regrets same with AMD. Microsoft took 17 years to make a new high after the dot com bubble. So if you held MSFT all that time that’s an awful investment. Opportunity cost and all that.

Itry31

AMD 10% tomorrow probably, I just shorted so probably

Polysorbate800

Yeah but OpenAI can pay NVDA who can pay SNDK who can pay Anthropic who can pay MU who can pay AMD who can pay OpenAI who can pay NVDA

Psyclist80

Jensen salty that they are making deals with AMD as well.

Own-Recipe5908

Eh, with AMD you never know how it'll end a particular day.

Sea_Exam3932

I guess my new all-in AMD short was a bad idea

Nice_Selection8747

Please AMD

ThesisRegard

Need RDDT and AMD to pump tomorrow morning.

Background_Advice165

someone talk me out of this im putting all my college funds on MU, AMD, SNDK 0dte's tmrw morning

pegasusCK

I got u fam. For monday don't play any of the earnings. They're all bad. Puts on AMD. Trust me. Like actually im not even joking. AMD stock REALLY does not like to stay over 500. I'm serious look at it. 1 week out Puts. TRUST. SUPER DUPER high conviction. Waiting for Monday at open and literally slamming 30k on AMD puts.

OptionsHuduga

it will recover. its one of the few companies that specialize in inferencing other than AMD and invidia and inferencing is a huge part of the AI roadmap.

Different_Goat3444

NVDA needs to have a AMD week

Goldpeaches32

What’s up with AMD why do people keep talking about it?

music_is_gud

AVGO literally dipped coz Goog is planning to use AMD for its next generation of TPU chips. Hence the correlated pump on AMD. So not "no good reason". AMD has much better momentum rn than AVGO

music_is_gud

AMD might be better this week.

Midget_Molester10

I just like the stock, I've always used AMD cards.

Namtabmal

Hey people who bought MU, SNDK and AMD last week, I have some wonderful dutch tulips for sale! Would you be interested?

Midget_Molester10

Micron, Sandisk, TSM, AMD

Ill-Expression1737

AMD?

Ill-Expression1737

please moon AMD

Murky_Tomatillo2417

I know loosing money can make you try different kinds of trade to try and make it back, I have been here before , just narrow down like 5 stocks that you can do options on, I would recommend spy , QQQ, Nvidia , Amazon, AMD , and always choose one or two to trade on , don’t do long contracts , can always do overnight but not more for now !! Until your bread is up and you are a pro on the game

PaperHandsTheDip

Sure, but people started talking about it elsewhere which signalled that it was a good time to buy. I was buying AMD \~110 give or take, and intel in the 20's as well. So long as it's isolated to that sub I'm staying away. Once it's being discussed everywhere, yah, the signal fades and it reduces to noise. So look at other ones. It's basically a signal of "are people actually gonna buy this, or is it just bagholders discussing their investments / thesis / defending their investments?". If it's the former - buy it as it's gonna go up. If it's the later - skip it as it's going nowhere.

Embarrassed_Tax_3181

You say that but AMD and intel bag holders are laughing to the bank

zin1422

I believe it is overvalued and will fall after earnings. Might do NVIDIA puts as well AMD, AVGO have dumped on recent earnings. Jensen says MRVL is a trillion dollar company which inflated the stock price. Expectations are high and I believe their revenue will be underwhelming Money has moved to neoclouds in the mean time

_Doomer_Wojack_

$AMD and $AVGO are telling two different stories about the same sector and only one can be right for long. AMD: morning star off the lows, up 9.5% this week, calls stacked, sitting 3% under 530. Buyers showed up and stayed. AVGO: rejected hard at 432, down 7% on the same week, the month's gain gone. Chasers trapped, floor at 374.61 under pressure. Same industry, same macro, opposite tapes. That's not noise, that's rotation. Money didn't leave the sector, it changed seats. AMD over 530.13 confirms the switch. AVGO reclaiming 400 with volume says the divergence was just AVGO catching its breath. Watch the spread, not the headlines.

music_is_gud

VCX, AMD, AVGO pls

curiousgeorgeasks

Micron, Samsung, SK sell directly to the companies that integrate the memory module into a finished component, not to the ultimate owner of the device. For **HBM**, the main direct buyers are companies like **NVIDIA and AMD**, which package the memory with their GPUs and then sell these products into servers purchased by end users (Microsoft, **Google**, Meta, Amazon, etc). Technically, these end users also often make their own TPUs, so they do purchase HBM, but at a negligible volume. For **ordinary DRAM**, the main buyers are **device and system manufacturers** (Apple, Dell, HP, Lenovo, Xiaomi, BBK, etc). In this category, **Apple** is probably the single largest global customer, given the enormous volume of memory it buys for iPhones, Macs, and other devices that occupy the premium market class. Google may purchase from CXMT, but they hardly make a dent. If CXMT cannot secure large volume orders, they’ll have to cut margins to sell to smaller customers, never accruING the profits to then compete in the next CapEx cycle against Micron, Samsung, SK. Securing a massive order from Apple can basically ensure that they’re flush with cash to compete. That’s what Apple has consistently done, primarily supporting Chinese/Taiwanese manufacturers to develop and compete at against established companies. It’s hard to understate just how much cash Apple moves around in this industry.

SanDisk_Made_Me_Rich

AMD is the only company in the AI ecosystem that is expected to gain share in GPUs **and** CPUS AMD takes GPU share from Nvidia; takes CPU share from Intel

Burnt-White-Toast

Dell losing 2 accountants and paying millions after cooking the books utilizing exclusivity payments from AMD. The market is not somewhere to be an idealist.

HowIsEmuWarriorTaken

Red open Monday for QQQ and AMD -> I'll donate USD 2k

WickedSensitiveCrew

Yep. SNDK Makes about as much money as AMD with a quarter of the market cap and no debt.

DeadFacesInMyPocket

Not to buy AMD, and not to buy bitcoin. Even today, I woukd have had 630k in BTC AND 5.14 Million in AMD of I had just not followed his advice an held. Realistically I would have sold some along the way for sure, but still I would be mid 30s with, lets say a $2M portfolio.

Busy-Needleworker523

I’m full port short AMD Intel going into expiration this coming Friday 

DeadFacesInMyPocket

I remember back when I was going to throw 20k into AMD when it was $2 a share... and i was gonna but 10 BTC for $2k, but then my financial advisor told me to throw it into some ETF instead. Thankfully I'm doing well, but goddamn man.

Busy-Needleworker523

Yo bro. Check out AMD and Intels stock price and look at March 30th. Quarterly options expiration, AMD had sunk to 192 that day. Then options expire and new ones come, AMD doubles in less than a month. Then options expire again June 30th. Go look at Intel and AMD on June 30th - all time highs. I just short or long with the big boys. August 21st is next expiration and Intel and AMD have been crashing from their highs and recently have had no volume. I think this week they’re gonna crash semis to cash their shorts.