AMD
Advanced Micro Devices Inc
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I've lost 30% on SK Hynix and Kospi
AMD only down 15% from highs while MU is down 28% — the relative strength case is actually building
CERN: Genesis Mission will develop and deploy self-improving AI models.
ASML Q1 Results: Net Sales hit €8.8B, Net Profit at €2.8B, FY26 Outlook raised. With AI driving relentless lithography demand, is ASML the ultimate AI bottleneck?
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
SOX just hit bear market territory. This earnings week is make or break for semis
AMD announced a Nvidia Rubin competitor that directly increases soxx capex
What industries do you see booming in the next 10 years?
NVDA up 783%, AMD up 323% - already cashed out £3k of NVIDIA at $140, so I’m not complaining
Anyone else riding $AMD through this volatility? Sharing my P/L from the moomoo community
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
🚀 DD: AT&T ($T) – The AI Infrastructure Play Wall Street Forgot Exists
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Crazy 2 minute spike in semiconductor stocks
Been holding $INTC through all the pain. Still can't quit this stock
Reddit's 2026 Stock Picks: What actually performed?
IBM's crash is a bullish signal - for the semiconductor industry
Rumor: Intel wins AMD, NVIDIA, and OpenAI as customers
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
The NVDA debate has changed: the market is no longer arguing whether AI is real.
A4N (Alpha HPA) — World’s Largest High Purity Alumina Plant, Fully Funded & AI-Ready
Are semiconductor shares still a good investment, or too much growth is already priced in?
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win or capex concern
Your wheel is probably less diversified than delta makes it look
Thank you Tim Apple and Jensen Jacket man
Samsung's profit jumped 19-fold, the stock still dropped 7% and dragged the whole chip market with it.
Classic AMD, goes up $80 crashes $80. Like clockwork.
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Nvidia's new GPU financing program is answering a question nobody wanted to ask.
YOLO'd $13,500 on $AMD over the weekend AMD $520C 7/17 exp, $15k gain
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
AMAT is making me rethink who the real winners of the AI boom are
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
Mentions
Definitely seeing the rotation out of SEMIs broadening. I think the cyclical B2B investments and payments are starting to hit, but it’s also just selling off the fresh euphoria. I wouldn’t be surprised to see the micron’s and AMD’s back to their highs again by end of the year. I especially still like the AMATs cause they’re where capital gets funneled. So even as the AI business case further teeters, a lot of capex has already been spent.
Bought AMD in 2016 😅, just checked and up 3000%
Chaewon - SNDK Karina - AMD Wonyoung - NVDA
Nah the AI bet narrative on the balance sheet is actually going to look sexy tmr cuz their AMD call options will have made them $52 billion in unrealized gains in Q2 (based on the close price of AMD on June 30th) Under GAAP accounting rules, companies have to report unrealized gains and losses.
Man all these memory stock subs are full of bears who thinks the stocks are going to 0. Same shit I heard about NVDA, AMD, TSLA, PLTR. Every single one of them recovered… MU and SNDK is not a meme stock, there’s no way it’s going to 0
With fine offerings like the 9050 4GB on the horizon AMD is sure to be successful!
comparing MU with AMC? or AMD maybe?
Wait no AMD go back up to 470
Ok saying this makes it less exciting. I’m was already holding a ton of NVDA MRVL AMD APH so I shorted Intel and sndk as I felt those were the least deserving of the AI pump. In the end they all moved together so it just evened out.
AMD prepared me for this 😂
whoa. whole sector dumping including chips. protect ya neck AMD!
Short AMD to $200 is free money. Short NBIS to $100 is really free money. Short SNDK to $400 is really really free money ........ 🤌😦🤌
I bought AMD at 500 because I'm a regard. It is the only red on my port today but holy shit is it a lot of red
Just a few months ago retard redditors were laughing when I said it's only a matter of time. And here we are Wonder how long nvidia AMD Intel etc have 5 years max I'd think. But with the way China moves... Probably 2
ServiceNow -54% Salesforce -50% Microsoft -28% Alphabet -19% Meta -25% Nvidia -17% AMD -24% Micron -35% CoreWeave -65% Iren -57% Nebius -45% RocketLab -60% SpaceX -50% Netflix -45% Oracle - 66% from ATH. And this is litteraly my portfolio lol
I bought WDC. AMD on Friday. Shoulda waited for AMD 😂
of course S&P500 won't crash 10% just because two overpriced korean companies, who form "an index" crashed 10%. even the sympathetic drop in AMD and MU is an over reaction.
All of these examples are more than double Apple... Blackberry is 89 Doordash is 90 Boeing is 92 SHOPIFY - PALANTIR - PELOTON are all 129 Petco is 140 AMD is 148 Turkish Airlines is 171 Tesla is 256 U-haul is 306 RE/Max is 490 CoStar is 518 Compass is 588 Baidu is 658
thetagang eating good with these juicy premiums yumyumyum right now i'm short the 520/540 calls, 400/380 puts on $AMD ez
$AMD iron condor - expiring Friday short the 520/540 call spread short the 400/380 put spread net liquidity: ($1800) with 900 theta feelsgoodman
AMD is the worst. What’s the PE? 170?
I’m About to get in n out and watch the AMD chart
Ok, you keep tracking your precious Korean companies while i follow TSm, Nvidia, AMD, mu and the likes.
I purchased: SNDK, SKHY, AMD, NOK, and FLNC. Hopefully the market keeps dumping.
He said “next” trillion dollar company. Didn’t say when. Just that it would get there before AMD
AMD and SKHY still bleeding
I have a 10k 4000W Nvidia rig and I considered my choices before getting hardware, Apple hardware wasn't in the picture. >apples studios and mac minis are great for local AI There are two main usecases for Apple and AI 1. Machine that an agent can use as their own. Inference runs on cloud Nvidia/AMD/Google/Amazon accelerator, you need local server just to have an OS that agents can use easily and it's nice to have your files locally. It can be a potato as long as it has MacOS in recent version and is stable. AI isn't local. 2. Mac Studio - they look great on Youtube videos when they're used in short context tasks, there are Mac Studio SKUs with 256/512GB of RAM, 400-800 GB/s bandwidth and M3 Ultra. The downside? Prefill speed on interesting models is really low. On DeepSeek V3.2 it was like 20 t/s prefill and 10 t/s decode, something like that. If you ask it to do a web search for you it's fine. If you want it to reason through some math problem, it's ok but you'll have to wait. If you want to use it in a coding assistant like Claude Code or OpenCode, you open up the window and write "Hi", your harness will hit local LLM API and will send a 8000-15000 token prompt. So, assuming 20 t/s prefiil, you'll be waiting 6-13 mins to get "Hey, how can I help you today?". Most power users will want to use LLMs for coding. And slow prefill just makes it unusable for serious coding where model need to read existing code files and docs often. Apple M5 chips have a much better profile, plus models with hybrid attention are making prefill less taxing on compute, but I don't think there are any M5 chips that you can pair with 256GB or 512GB of unified RAM, so I think Apple can start making good AI hardware in the near future. Or it could, before DRAM prices went up to the point where they would make majority of the BOM. So, Apple being a local AI hardware company is something that could happen in the future but it's absolutely not this way right now. There's also PFLash but I am not sure how many models are supported - this could help existing M3 Ultra 512GB owners get more out of their hardware. If you want to run basic local AI image/video/text gen and you don't want to spend a lot of money, cheap CPU + DDR4 + RTX 5070 Ti or used RTX 3090 are the best options.
This an AMD dip or the beginning of the end
All it would take is for a company to undercut AWS or GCP for them to explode in popularity. Reminder that even just a short 10 years ago AMD and Apple were laughable stock picks.
I had to scroll waay to far for AMD to be mentioned.
Those data centers are all being debt financed cheaply because nvidia writes contracts that say that they'll buy any unused compute at the data center, which to lenders means there is guaranteed demand and low risk of course that means if the data centers actually do end up vacant, nvidia specifically is on the hook for all of it and is completely fucked that's why burry is shorting them specifically and not the other ai-driven stocks with way worse p/e - AMD's stock price is crazy and will drop 80%+ if the AI bubble bursts, but if nvidia's earnings disappear it'll also cause them to have billions and billions of dollars of new outgoing obligations. they might legitimately be begging for 2008-style government bailouts (if you let us go out of business, china will win the AI war!) to avoid liquidation
You are looking at high-end chips like HBM. I'm talking about consumer electronics aka low-end chips. They aren't the used for the most advanced NVDA GPUs, but you are starting to see TPUs/AMD/Intel chips on the rise, which will reduce the reliance on NVDA even though it will still have a huge market share. But that's signs of the trade peaking. On top of that, we just got news that China got their own lithography machines to mass produce low end chips. Even if the US bans them, it will free up a lot of SK hynix and Samsung's supplies for China and those chips will be sold to the US instead, further reducing the gap between demand and supply. And who knows how much longer until robots are mass produced. Elon basically just told us don't expect anything in the next 2 years. By the time robotics are sophisticated/cheap enough to the point where everyone has one in their home, the bottleneck will have been resolved a long time ago so there'd be no pricing power for investors to be excited about, just like we weren't excited about chipmakers that are producing chips that are put into ASUS laptops.
Its just more time to accumulate. AMD has got to have like 70% of the DC CPU TAM in the future.
Sandisk, MU, SKHY, AMD, DRAM
#When AMD was $600 I sold some deeply in the money covered calls at a strike price of $400 thinking I was being super conservative. Now AMD about to drop below $400. LMAO🤌
He'll yeah. AMD releasing some new 4GB GPUs for consumers. We are fucking fucked. 😭
My first GPU was an Nvidia GF2 MX series, then a GF4 4400TI. After that, I got a midrange AMD card around 2010. By the time 2016 came around, I noticed Nvidia talkin about autonomous driving and envisioned how much could be transformed by that alone. Held it through major ups and downs, doubled down at the bottom in 2018, still haven't sold any.
But you’re overlooking the fact that memory chips will not be mass produced as a commodity. The big three memory companies have already been in talks with Nvidia, AMD, and other chipmakers about integrating their memory chips with GPUs. It’s getting very sophisticated. On top of that, these companies have been signing 3 to 5 year agreements with their customers, including more and more automotive companies who themselves are currently building data centers to support their full self-driving ambitions. Then add humanoid robots to the mix. This is all completely different from prior memory cycles, and even if it turns out to be one huge memory supercycle, I don’t believe we’re even close to the peak at this point. That’s part of what I mean when I say you’re missing the demand curve. Plus the commodity argument is getting weaker and weaker as these chips get more sophisticated and specialized with specific GPUs.
Man I should have sold my shares of AMD when it hit 600\~ bought in at $50\~ a share…
I’m wondering if AMD has reached the bottom and will it start going up before earnings in 1 week?
META calls, AMD calls, USO puts,
So does AMD start ripping again tomorrow ??
AMD is now down 17% since you commented. Just a reminder that you’re an idiot
The time to buy calls on MU and AMD is probably today or tomorrow. 20%+ correction on both is probably enough for now. Ramp into semiconductor earnings is too obvious.
Nearly full porting AMD calls for earnings
This is why I don't really mind that my $500 stop loss on AMD triggered weeks ago even though by the end of the day it was back to $536 or some such. Granted I still have 85 shares and right now today it looks like it's down 8.71% which is impressive. Mostly this is why I don't gamble heavily and just be more of a long-term index fund investor. It gets stressful watching your investment account swing by tens of thousands of dollars every time you check.
Woooo and people called me an idiot for buying put on AMD
Down 200K from my peak in June. Up 150K from Jan1 including the 20K I pulled out for house repairs. I could have pulled all the cash out, bought a fully loaded escalade in June and my portfolio would still be bigger than it is today....... I'm hoping SKHynix sees a bump after earnings and that AMD sees it's typical run up pre-earnings next week.
GOOGLE I fucking love you Really debating garb on AMD calls here
AMD back to what it does best
Breaking: Micron opens the Strait of Hormuz, Sandisk settles Russia-Ukraine conflict, Nvidia nets $10 trillion contract, AMD discovers largest oil field on Earth, and Intel is expected to have a positive EPS. I know, it sounds unbelievable, but Intel might actually do it this time.
AMD just can’t claim that middle bollinger. The second it does it’s going to run
"Down the road" is just late 2026 or most likely early 2027, which is what I pointed to above. Of course analysts are going to price in the obvious upside, but it's more about how to stock price reacts up until we get actual revenue growth from AMD's main products. Again, I don't doubt we hit 600+, it's more about how maintainable that is in the current market climate. The current rollercoaster we are seeing right now is kind of my point. I'm highly bullish on AMD, but I'm being realistic on how much forward growth big funds are willing to price in. Profit taking and other macro fears can easily suppress a stock despite obvious growth potential, which is why it's easy for an educated investor to take advantage of times like this.
AMD -10%, DELL -15%, Sandisk -17%, micron -12%, Intel -9%, every neocloud -10% or more, WDC -16%, Palantir -11%.
I was going to sell off my AMD and NVDA today but, uh, never mind.
AMD and SK puts are making me less poor
Young kids did not know the name AMD. Advanced Money Destroyers.
Tried catching the bottom on AMD and am now working as a power bottom for Su Bae
Went full port thinking that was AMD’s bottom yesterday
I will officially announce the death of AMD.
Bought an Aug 7 AMD $500c for 13.60 which is cheap considering earnings is Aug 4
COST and NVO trying to balance out the crater of red that is AMD and GLW in my port lol
Rotation from AMD into NVDA and profitable companies today?
AMD went from 199 to over 500 this year, while NVDA has been hovering 170-220 range for the past 15 months.
AMD is just straight fucking drilling jfc
NVDA -1%, AMD -8%? Looks about right to me
Can someone please tell AMD that I work hard for my money and to stop stealing from me?
7 fig exposure spread between AMD, GLW, MU and SNDK lol
Someone here made the argument that there are 4 manufacturers of memory and only 1 (sort of 2 with AMD) of GPUs, and only 2 of CPUs. So it’s a smaller monopoly which has much less competitive pressure
AMD has been a market fav but it’s worth about $250 a share. Not done dumping until it gets within 10% of that
See ya AMD back down to the 200s you go this week.
Bye bye AMD you really fucked me over
CORZ giving it one last go before this whole circus collapses. Anyone got insight on this AMD deal?
Dios después de tener más de 150% de beneficio de mis acciones de AMD en solo este año han bajado in 7% en un día! Que miedo voy a entrar en pánico y vender todo ahora mismo!
I don't understand how companies like Intel and AMD can be valued like giga growth companies, while SK Hynix and Micron get destroyed, considering how cyclical both sectors have been in the past. Even if you believe CPUs have a higher moat does that really justify a 20-30x higher multiple?!
Who bought AMD at 550, show yourself
They might have been typing that but others were buying. My AMD in price is $81
This sub was shitting on AMD at $110 and NVDA at $105. Keep that in mind when browsing through the bot comments and mouth breathers
This but also they are catching up on old tech. The big 3 are already working on the next generations HBM while CXMT is playing catchup. One nVidia and AMD switch to the next version the old HBM becomes obsolete instantly. CXMT might be able to cure some shortages in the consumer market though. On that note I think NAND/DDR5 is more sensitive to supply shocks then HBM. So for the basket of memory stocks I would stay with the HBM suppliers even though the KOSPI looks like a disaster at the moment. Many people are claiming institutional selling. That doesn't mean that the business is dead but institutions also sell to stay in compliance with their risk managment policies. That can work in 2 ways, either they sell or the stock drops enough to bring their positions back into compliance. So there will most likely be a floor somewhere.
AMD @ 74 forward PE ratio. Solid buy!
> **Every time I remember I yolo'd my entire portfolio into AMD, I want to cry.** > **But then I remember the retards who bought SPCX at $225, and I smile a little.** >
The real issue is rest of the world. They will soon have new options besides Intel, AMD and Nvidia. This is not surprising but hardly a good news for the U.S chip makers. 10% drop isn't much at this stage, its just an attitude check for now
What about companies like Sandisk, Micron, AMD, Nvidia? The way you describe it, sounds like a 'Deepseek moment'? Is Deepseek even still around? 🤣
That doesn't make a lot of sense imo. And also I don't think anybody disagrees with you that these companies are profitting from a historic opportunity. It's just that even the greatest companies can be overvalued and dont deserve to run up 5 % every week in perpetuity. I think AMD, ARM and some others have long crossed this threshold and started to adjust a little bit (and they are still up more than 100 % ytd, let's not forget that). Memory is super speculative and could go either way. I think some bulls just go lost in the mania. I'll keep my shorts
AMD is expanding their manufacturing just as memory with the bet this is not cyclical. If it is cyclical, AMD is spending cash and being valued as high ai sales, but they are not the primary place people want to buy gpu related chips from. If growth slows they may not hit the valuation they're being priced at. I have the stock around 250.
Someone explain to me like a little child how AMD, a hardware company, is related to memory, and also explain to me why the declines are so rapid and the increases are always lagging behind.
We're talking about sandisk and memory here in this comment. MU and sndk are both under 10. AMD is expensive right now, sure but it's at 55, not 70, and by the margins they're historically beating eps by it's closer to a 30~. Broadcom is at 24(?). Idk where you got 70 from. It's also been beating though so it's probably more like 20~ for a company growing revenues at more than 25%. Idk who the fuck is talking about arm lmao.
Cheaper memory is pretty bullish for Intel, AMD, ARM, Nvidia, and a bunch of other stuff. Baby with the bathwater over here.
AMD and AVGO fw p/e in the 70s, ARM in the 100s? Memory stocks are "cheap" but they were so once already during cloud buildout. Wasn't exactly the best time to buy their stocks then either. But it's different this time right? And NVDA will keep their margins forever