AMD

AlarmingAdvertising5

Honestly Apple to me feels like it might be in danger. Phones are just phones now and people don't upgrade as much and don't care much about new features. If you gave someone an iPhone X (granted it no longer supports the latest iOS version), most would be fine with it. That phone is going to be 9 years old this year. Their inhouse silicon for Macs are great, but it feels like the novelty and first move advantage has worn down and Qualcomm, Intel, AMD and soon NVIDIA (according to rumors) are catching up fast. More ARM based like Qualcomm or even Google processors are appearing which might make their pc market share more complicated. Also I think with Google's future changes with ChromeOS and Android on tablets, there will be more competition when it comes to hardware pc. Finally I think that VR/AR is going be Apple's next move, but only when the tech gets good enough (maybe in a year or two), but companies like Meta, Samsung and Google are also building towards that (and probably many more) It seems crowded and I could see revenues having reached a plateau. I mean this is their annuel revenue from 2025 to 2022: 416,161,000/ 391,035,000/383,285,000/394,328,000 This is Google's: 350,018,000/307,394,000/282,836,000/257,637,000 Someone has a faster revenue growth and I might be nickpicking but Apple's profits also seem to have started to slow the growth. They might be unable to grow more imo

RubAlarming3563

NVIDIA AMD AGVO !remind me in 6 months

oldprecision

When AMD going to get out of the channel?

StewardOfCapital

I wouldn’t say you’re greedy at all it sounds like you're just trying to optimize your returns, which is completely normal. But it’s easy to get caught up in "what ifs" when you see stocks like Tesla or AMD making huge gains. The thing is, those big gains often come with a lot of volatility and risk. Just because you missed out on a big win doesn’t mean you made a mistake. A 25% gain is actually really solid, especially when compared to the market overall! The key is to focus on your strategy, not just individual stock picks. Most successful investors take a long-term, diversified approach and don’t chase the "next big thing" because it’s impossible to time the market perfectly. Everyone misses out on some big gains if you're only starting out, it's part of the learning process. Also, it’s important to think about your risk tolerance. Chasing huge gains can be exciting, but it also means you could face steep losses. If you’re in it for the long haul, slow and steady often wins the race. What kinds of stocks or sectors are you looking at now? Maybe there’s an opportunity to balance risk and reward as you get more experience.

therealjerseytom

> I feel like I should’ve invested in stocks that went up 100%+ like Tesla, AMD, etc. Is my thinking wrong here? I think you might be on to something. What's gonna go up 100%+ next? Beats investing stocks that are just gonna go down. Maybe I've had this whole investing thing backwards this whole time.

puggles123654

Anyone have AMD calls?

TheoryInttro

Ugh, still getting violated by AMD. Google is doing nicely, but I don't know if I should hold AMD and hope or take the pounding from Lisa like a man and go do something else with what's left.

PlanetSaturn777

Anyone else find the AMD CEO attractive?

Glock7enteen

Why in the world would you buy it though? Nvidia’s chips are far better. And even then Nvidia’s market share is getting taken by TPUs. And before you say “but AMD is cheaper and the hardware is just as capable” AMD has a 10% profit margin on their chips, Nvidia’s profit margin is 60%. Even if AMD somehow manages to match Nvidia, all Nvidia has to do is cut the price and AMD can never compete.

ramiro252

Seems like nobody is buying AMD in 2026. It keeps getting hammered.

iShitBloodandCumShit

INTCs real issue was that AMD legitimately BLEW them away on performance and price. Top price is reserved for top performance. Intel was substituted for AMD. Basic economics man. I have 20k intc shares strictly because I bought them at the bottom and then it pumped. It eventually got to the point it was just institutions passing shares back and forth.

Early-Elderberry-150

Bought March $210 AMD calls, someone tell me everything is gonna be ok 😭

someonestupid12

All these political experts yapping about how intel is the only US company left in chip making and trying to tie this into politics look like dumbasses when you realize that it's because they announced their chips at CES and for the first time in a long time their products are looking extremely good and competitive with AMD.

EasyEar0

Not sure it's related, but this morning LTT posted a video claiming that AMD's lackluster new product announcement looks like an opportunity for Intel to catch up with them. The thought of "should I buy INTC?" crossed my mind as I was watching.

vgavina10

Very infuriating. I wish we were back to the days AMD and NVDA ran the whole market.

sylphvanas

Fuck this market. Why AAPL and AMD dump every day while market goes up??

_hopkins

Is AMD going down because Nvidia has robots in CES and AMD introduced a laptop?

RepulsiveDisaster671

I believe AMD will hit 300$ before 2027. Got some April calls out of the money

puggles123654

Be me, made money with silver put. But also had an AMD and was trying to buy the dip.

hellojabroni777

probably same group who shorts MU. they on AMD. hopefully, the short is over today or tomorrow and AMD goes up 5%. a PR would be nice tho

ramiro252

I bought calls for February before close and I’m down 15%. Though I could catch the dip but apparently there’s no bottom on this stock. I’m selling at 10% loss. Would’ve been up $1300 today but AMD ate into my profits.

CEOofBeanz

AMD bers are so fucked, I hope you short so you can’t pay rent dawg

dansdansy

You could conceptualize it as they are the AMD to AVGO's NVDA when it comes to custom ASICs like TPUs

ramiro252

AMD is a piece of shit stock

AstroAbe22

Not true. Actually, there are a shit ton of stocks not at ATH. APLD, NVD, AMD, OKLO, META, PLNTR, UNH, CCJ to name a few

unholy-confetti

sorry for the AMD dump i bought more

lolbruh123

yeah fr my two biggest holding are AMD and SOFI been depressing af

MagnesiumKitten

got any better questions? I'll bet you a pizza that Taiwan Semiconductor and Broadcom are basically going to earn zilch in the year ahead AMD will break 10% Nvidia will break 30% that's my thoughts on the big five and how they'll do over the year Nvidia is gonna make more than the other 4 who are going for pocket change, and a bit of stagnation with those nosebleed prices

silver0199

This pump includes AMD, right? Please? I'm bleeding out over here

JellyfishLarge3794

AMD = AM Diddy

Maximum-Magazine-333

AMD doing its year long bleed that it loves to do

spacemane1

AMD.... its time to wake up lil buddy

OverheadPress69

My top three make up 18% - Google (6%), Amazon (6%), & Broadcom (6%). NVIDIA (5.5%), Microsoft (5.5%), Meta (5%), TSMC (5%), ASML (5%), AMD (5%), & Micron (5%) collectively comprise over half my portfolio. Still, I hold several in the 1%-4.5% range that both serve as a defensive ballast and as growth optionality

ramiro252

Everything up while AMD has ED

Cagliari77

There's nothing to be nervous about. Don't worry. If AMD closes at $210 or below on expiry date, you will pay $21000 and receive 100 AMD shares.

Veshino99

AMD you regard go up. 4hr looks juicy tho

Veshino99

MM throwing Lisa’s puss around like it’s free. AMD 230$-207 in 2 days is garbage. I thought meme coins were the only ones to see this level of regardedness. Don’t worry it will be 225$ EOW because these 90yo MM can’t stay away from free puss

mbreaddit

What AMD (former Advanced Money Destroyer) was in the past, intel is in the present. The new CEO has started turning the company around 180 degrees, is actively cutting on fabs when there´s no external foundry customer attraction and restructures the company in what it was in former times, an engineering company. Yesterday with the new Panther Lake mobile processor they, instead of cherry picking selective test scenarios like in the past, proudly showed what a single chip with iGPU is capable to perform. The press is pretty impressed with that too including OEM´s. And they start hell cheap. \---- The irony is that too many people see intel only with personal lenses, with personal negative experience of a bad processor or poor product (which they had and still have here and there), but in terms of company cleanup and refocus, the CEO seems to do pretty well, especially because he´s well connected too. Everybody that just can refer to the Nana story is not able to objectivly look at the company. \--- Don´t forget what AMD was in the past. **DIsclaimer**: Invested since \~2 years and DCA´d down to \~26$ or so

1TotallyLegitAccount

I made around 20x on American airlines when they were going through bankruptcy ages ago. Spent half of it on my first out of college used car for around $20k, still driving it, but wish I had left it all in AMD.

Veshino99

AMD is a pos. Up 10% one day down 15% another. AMD gets thrown around like a dirty pus and it’s regarded

Natharius

My top 3: RKLB, SOFI and AMD represents around 50-60%. I am not touching those stocks for YEARS

CEOofBeanz

Many people here are short sighted and highly regarded here, so I will get downvoted. AMD $300

gkdjsl

I hate AMD so much

GreedyTexas

AMD and AVGO calls were so obvious Did I buy? No

Tricky-Cap7212

TSLA wants to go red so bad 😂 LONG POET HIVE LWLG AND AMD

Character_Push_4662

wtf is AMD doing man... jesus fucking christ!

Able_Durian_1832

AMD- what is wrong with you

KittyLover-7

Holy shit AMD -8% YTD LOL

Early-Elderberry-150

Fuck AMD fuck Lisa U

YouTube_WohltatTV

Still Micron, Samsung, SK Hynix, SanDisk. When they drop you hopefully have bought the dip von Nvidia, AMD and Intel ;)

mathewgilson

Where’s all those big tuff AMD cucks, 😂

Embarrassed-Sky6890

Tf does AMD think it’s doing

tobrie02

AMD is such dog shit lord help me

YouTube_WohltatTV

Nvidia and AMD rely on RAM. If there is a RAM shortage, they products (GPU) become more expensive, their margin shrinks and it's likely they will sell less of everything because without RAM you do not need more CPU or GPUs.

ima_badfriend

AMD 200p 1-16 at open yesterday was the smartest thing I've ever did

Wowmuchrya

AMD 🤣📉

I-IV-I64-V-I

i am agreeing with you that AMD is going down. Just lamenting that they didn't have to be this way. i think we have different perspectives here, I'd like to believe that Moore's law isn't dead yet and that soon these will be considered mid-low range gpus. (unless the bubble doesn't pop and computers stay expensive forever now). In the future - mid-ranged work laptops, the PS6 and whatever the next Xbox could run ai natively. 1 click install for the plebs - no reason to buy a high end gpu or pay openai/gemini for their services and that the cost of a gpu will eventually become more reasonable

piszczel

My point is that whole customer running local LLM sector is tiny. Beyond tiny. Your average person who uses ai will not buy an expensive GPU and setup a local LLM if they have to pay for AI, they will either pay it if cost is low enough, or stop using it. AMD doesn't have a bull case other than Nvidia fumbling it hard. And guess what, if the bubble pops, AMD goes down with everyone else

I-IV-I64-V-I

AMD was catching up in CUDA, before they gave up. They should be preparing for the ai bubble to pop, by gobbling up the market share of gamers. those h20 chips can't run games (they can but poorly). Local LLMs are free, eventually Openai, google, are going to need to pay back their loans. if you can run an LLM on your 5090 or 7900xtx why would you pay openai? The entire basis of AI being profitable is that they can eventually charge for it. that it has to be run in a data center and they can charge for it | an older AMD gpu can run Deepseek and Stable diffusion off a few solar panels and a battery - amd cards are pretty energy efficient

ak44m

Rip my AMD puts

piszczel

Nvidia has just better products and almost all consumer ai software is cuda based, and it takes time and effort usually to set it up on amd. Even then, Nvidia just runs it better. The venn diagram of people who have money for top end hardware, are interested in running local LLMs and want AMD specifically for some reason over Nvidia is basically 1 person, you. Everyone else is buying up 5090s. That's not to even mention that consumer hardware makes them no money, Nvidia could stop making rtx cards tomorrow and it wouldn't affect their bottom line at all, in fact they'd get more wafers for their big racks so improve their revenue

I-IV-I64-V-I

They never miss an opportunity to miss an opportunity. they're doing it on purpose, istg. I can run deepseek on my old 6900xtx. Me, a consumer with consumer hardware can run a LLM for free off my solar generator - with no internet connection. A LLM i can modify to do whatever I want, i don't need to worry about it being censored or becoming stupid because openai needs to save some gpu power. I can mod it to do copyrighted works, tell me how to make illicit substances, etc Instead of shouting that to the skies- that consumer hardware can do what Openai is pissing billions on- AMD decided to **stop** making upper-end consumer GPUs that can run large ai models. Which is insane, because their upper end chips can do more than just ai, they're good at workstation tasks, blender, video games etc. The H20 chips can't play video games when the ai bubble pops.

Sensitive_Judgment11

About to port into AMD if it dips more.

Patient-Comedian8685

Would be surprised if anything much is green today. Maybe AMD TSLA BIDU

Papa-theta

Bring out the Sanjay stock twits again. I really am happy for all of you, but I hate this stock. I lost my ass in my early 20s and cut my teeth on options expiration here. Rode it from the teens to like 38, had 45k of options in MU when AMD was at $2 and NVDA was a blip. Slow rolled my account to zero, which was my fault, and slowed future gains by a factor. Memory is cyclical, people will sell to capture profits, and this stock will probably continue to rise for another while. But don't be the last one out. Amazing company, and I hate it :/ Congrats to those of you who redeemed my losses.

ak44m

AMD calls or puts?

Kevinzzzzzzzzzzzz

AMD 225 eow?

theineffablebob

Lose AI to Nvidia Lose consumer to Intel All AMD has is OpenAI

pixelatedCorgi

Lisa got some ‘splainin to do with AMD this week. I am displeased.

among_apes

It was roughhhhh. I sold sone NVDA and AMD to buy it…

Yul_B_Alwright

Investors seek opportunities. Memory is it. NVDA and AMD been unloading lol

15Sierra

Had a call with my FA today, he wants to add some AMD into my Roth. Currently hold NVDA, RTX, and NOC as well. His 24mo PT for NOC is just shy of $700 FWIW.

KrazyCoder

If its the best stock(s) why not? I made previous killings on FB, AMD, NVDA, and I think 12 years ago, funny enough MU. When I say killings, Im talking +400%. Again, last year had Kioxia, SNDK, some WDC, and a whole host of stocks in fintech that won big. I exited HOOX and SOFX not at their peaks, but funneled all in to memory stocks, that finally converged on MUU, but now hitting SK hynix, and after Jan 21 ER, will reevaluate a spread, but why change when already in best chance stocks!

_hopkins

AMD 220 tomorrow?

KrazyCoder

Yes, I believe Sk Hynix and Micron will join the 1T club. You should compare the last 2 ERs with: 1. TSM 2. AVGO 3. ASML 4. AMD And and unwind the meaning to see MU power (and SK HYNIX power) while AI is still plowing forward.

among_apes

Bruh I hitched a good portion of my wagon to MU years ago and it’s been ok (but at times very frustrating watching my smaller positions in NVDA and AMD fly). Average cost of MU is 32. It’s been a great month!!!

AsgardWarship

Dr. Su of AMD talking at CES now

gkdjsl

AMD but don't even touch that shit, it will ruin your life

eastbay77

And NVDA is down for the day. AMD as well.

eatingkiwirightnow

Seems like it. It went up another 10% today. I look at Sandisk, WDC and Seagate and they also went up 10-26% today. I agree that Micron is probably the best bet for exposure to AI trade because everything else in the supply chain for AI hardware i.e. Nvidia, AMD, Broadcom, ASML, Marvell, Dell, etc, all very expensive and the only one with forward PE that still kind of low is Micron. Kind of like what Google was 1 year back when every other hyperscaler was PE 30 and Google stayed at PE 15 or 20. At this point, I'm too afraid to commit a good portion of portfolio to Micron that it going up another 76% to $600 would make any significant impact on returns, and I am unable to find any call options with long enough duration to reduce volatility risk that is not extremely expensive right now. I would need to have your conviction in order to commit enough money to make a possible 76% worthwhile, as well as being able to hold through ups and downs till 600. I don't think Micron can drop below $300 since future EPS is likely to be around the $30 range, even a PE of 10 would be about $300. I just don't know right now. All I know right now is that I f\*\* hate UPS.

st_heron

>Their 1.8nm node being opened up to nvidia and amd, at a time when lack of capacity at tsmc is hurting both amd and nvidia. And their market cap is half AMD,.. Now that's interesting, that reaffirms my hold of intc. >Why does anyone think they won't do well? I believe their shareholders are morons who keep firing anyone who has tried reviving their sinking ship.

Negative_Win_5117

I’ve made a lot of money on AMD over the years. What’s the play?

Petee422

just bought the dip, if AMD didn't live up to the acronym and destroy my money for this singular trade I'd be sooo glad

Prudent-Corgi3793

MU passed NFLX in market cap by the end of the day, after passing AMD in the beginning of the day.

mikeatx79

Good luck getting TMC or Samsung to make any silicone if you’re not Nvidia or AMD

FarrisAT

OpenAI getting those AMD warrants was the death knell for its share price. Gonna be stuck below $250 for years.

TheoryInttro

Ugh. Right in the AMD again.

Himothy8

AMD still hasn’t run to 600

TheOriginalBushToad

Bought some AMD shares today. 2nm chips is a pretty big fucking deal. Your move NVidia....

jnas_19

Have PC enthusiasts considered that they could just buy RAM manufacturing stocks instead of paying triple for RAM? Same goes for GPU's just buy Nvidia and AMD stock, duh!

Character_Push_4662

AMD 245 this week

mikeatx79

GeForce Now has gotten the latency down very low; sure there will be some hard core shooter fans that care about sub 1ms but corporations are interested in what they can sell to the majority. Most games play flawlessly on GeForce now for an annual cost that makes owning a gaming PC no longer make sense. You really think AMD and Nvidia will keep selling you graphics cards when they can turn every graphics card into a $1000/month profit center? People will just write games that are slightly less latency sensitive and less than 1% of gamers will be pissed off.

Embarrassed_Tax_3181

AMD bears won bigger than any bulls today

Ashamed_Distance_144

Exactly. I’ve paper handed MU, AMD. And I also held onto NIO for too long. Win some lose some, but hopefully win a few more.

brute-forced

Lisa Sue @AMD just released a wearable AED so that when you look at your AMD stock and have a heart attack, it will shock you back to life

Early-Elderberry-150

AMD revival incoming

Much_Candle_942

LoL, I cannot fathom why AMD drops 3% on same day when OPEN is up 3% 😂

DueHousing

Insane how much AMD can crash for puts to not even be a 2 bagger

Swords_Not_Words_

Ive regretted selling early way too many times, PLTR, TSM, AMD CCJ, etc. Bern in ASTS since it was with a SPAC. Bought more at 2 anf 13. My average cost is under 10 still. I aint selling until its life changing money or it goes to 0. Six figures aint changing my life, seven might.

bigcatinspace1999

Top 10 Stocks for 2026 (Steven Cress, Seeking Alpha Quant List) Cress selected the following tickers as his highest-conviction Quant-rated picks for 2026: � Seeking Alpha Celestica (CLS) � Seeking Alpha Micron Technology (MU) � Seeking Alpha Advanced Micro Devices (AMD) � Seeking Alpha Ciena (CIEN) � Seeking Alpha Coherent Corp. (COHR) � Seeking Alpha Allstate Corp (ALL) � Seeking Alpha Incyte (INCY) � Seeking Alpha Barnes Group (B) � Seeking Alpha Willdan Group (WLDN) � Seeking Alpha Allegheny Technologies (ATI) �