AMD
Advanced Micro Devices Inc
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Bruh, had a 50% earn yesterday and lost it all today
Why wafer-scale chips might matter more for AI agents than chatbots
Every big chip stock rose on Monday except Nvidia. Its board is investigating Jensen Huang
NVDA -4.27%, AMD +13.26%. New investor holding both, how I’m reading it
"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
"I told him not to tap it." - Dr. Lisa Su, CEO, AMD
Now we know why Jenson Huang was so adamant the US sell all its most high tech chips to China and what it means for the AI trade
You don’t have to worry about a Chinese spy being sent to seduce the CEO. Calls on AMD
Thursday’s chip crash priced a 2028 permitting risk into 2026 earnings. Bull and bear case below
AMD -17% Thursday, +11% Friday. What a week. What's next?
It ain't much. But it feels amazing having doubled my port since starting 2 months ago. Fighting for each dollar..
Jobs Day after the AI rout: can soft payrolls help tech find a floor?
AMD reported a record quarter on Tuesday. $10,000 of it bought at Wednesday's close was worth $8,274 by Thursday's
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
Chip stocks fell 9–17% today on fears of a slower data center buildout. The buyers' own filings show Q3 capex doubled to about $202bn, and Microsoft, Meta and Alphabet closed $52.5bn plus €6bn of new debt and preferred stock since Oct 29
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
SOXL Crashes Nearly 39% in One Day—Buying Opportunity or More Pain Ahead?
I think in SIX MONTHS people will be regretting selling or not buying today
WoW Forever. the real reason the ai market crashed today. just listen..
The market has gone from FOMO to FOGO: Fear of Getting Obliterated.
Did anyone see today’s tech selloff coming from a technical or quantitative standpoint?
Serenity, the pump and dump scheme master
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
$2 TRILLION wiped off the Nasdaq 100 in a single day. Is Wall Street finally waking up to the cost of AI?
Dow Plunges 1,728 Points as Tech Enters a Correction
What Happened to Tech, Semis, and AI Stocks and Why Have They Been Crashing Lately?
Trio-Tech Upgraded by Zacks to Outperform on Backlog Growth & Strong Liquidity
Nasdaq down 6%, CoreWeave down 55% in a month. Is the AI trade breaking or is this a midterm overreaction?
Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF
CSCO earnings will mark the end of the AI Bull market in 2026
AMD took the scenic route to fucking both calls and puts
AMD Q3 2026: record $13.4B revenue, data center nearly doubles, and a $17B Q4 guide
AMD just guided to more revenue next quarter than Intel. Ten years ago Intel was 12x its size
Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double
Stocks UP pre-market after Democrats sweep Congress in repudiation of Trump
Nvidia makes about 25x AMD's profit but is only worth about 6x as much
id like a WSB style reddit made purely for heavily dumped "buy the dip" plays
$AMD has the AI narrative, now it needs to hold $520
Expect AMD revenue to double in 2027
AMD posts $13.4B in Q3 as Data Center revenue nearly doubles to $8.5B
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
AMD stock jumps 7% on earnings as data center revenue nearly doubles
Stock Market Recap for Tuesday, November 3, 2026
Stock Market Recap for Tuesday, November 3, 2026
AMD puts yesterday bought me a NVIDIA/Intel PC, thanks Lisa Su! 600 -> 9.5k
Samsung Electronics Finalizes Taylor Fab 2 Output Entirely for AMD, Nvidia HBM Base Dies
Stop confusing AI labs economics with AI hardware companies economics
MOMMA LISA, IT’S YOUR TIME TO SHINE! ❤️
Midterms, jobs and AI earnings: can tech find a floor this week? My outlook for November 2-6
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
AAOI transciever qualifications and possible AMD supplier/partner?
$1 Trillion Wiped Out in Semiconductor Stocks Is This a Buying Opportunity or a Warning Sign for AI Investors?
AI Bubble is finished but I don't care
Made 1300 Canadian Loonies in about 3 hours from AMD’s demise!
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
Big Tech lost $900 billion in market cap and the AI spending story is cracking
Big Tech lost $900 billion in market cap and the AI spending story is cracking
earnings preview for next week, mostly watching AAPL and AMD
Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance
What are some of the traps you almost fell into when investing?
Chips en AI kaatsen na de schrik van 22 oktober flink terug: een herstelrally of een nieuwe opmars?
Here is the actual meaningful part of Anthropic's S-1, >$850B of expenditure commitments, pages 170-171
As AI becomes more fractured, one names stands out: AMD
Is AMD Entering Its Next Bullish Cycle? The AI Trade Might Not Be Over Yet
Meta announces $95 billion stock offering to fund AI expansion
After a 6.7% chip crash, can today's PMIs and a 4.7% inflation gauge calm the market?
Is the AI bubble finally cracking, or is Wall Street just giving NVDA bulls another heart attack? 📉💀
What's your take on the market, currently?
Why the 1 Trillion Dollar AI selloff wasn't about chip demand and why its about a debt refinancing check (Coreweave case study)
Mentions
No everybody su bae tonight because AMD is up like 22 overnight
so i'm looking at MU thinking maybe short it into the gap up? but then AMD looks like it's gonna moon so do i yolo puts on both? or split the position? honestly if i don't print by noon i'm selling everything to buy skincare. god help me.
AMD is up 21.42 congratulations! you're all stupid
NVDA -6.62 AMD +22.7 you guys are fucking geniuses
Bought AMD last Thursday. NVDA bounce tomorrow. I own zero
Why didn't you sell AMD at 650?
My 0dte 550 calls for AMD are looking good rn
No the market crashed pretty much exactly proportional to the % that the index funds held NVDA and bought AMD and this will never not be funny
AMD is up like 26 while nvda is up 1 the market sold your their bags gg
I don't get it. Are people betting that AI is going to make an analog to CUDA that runs on AMD?
the Anthropic post about AMD GPUs is fucking insane, AMD was signing deals everywhere for something like that to happen, now they dominate the CPU sector and their GPUs can be used without any hassle, its looking pretty good for the Helios racks.
AMD is up 26 this will never not be hilarious
AMD is replaced NVDA in this hard time to help pull the market up. When NVDA is done do funny stuff, then it can take control of the market again and help finish this year with QQQ/SPY at ATH.
Lisa Su leaked the spy news and sacrificed her cousin, so AMD can rise 😤
if you remember tren do you remember fayde? because I hope hes rich as FUCK on AMD by now
AMD mama Su saved the market
Damn AMD up 22 overnight you guys could have bought AMD that's crazy
Anyone trade AMD. What are good entries/exits?
thought rory read was AMD pres.
AVGO should be one, AMD?
AMD is up 18.52 I don't even have it I just think this is fucking hilarious
yeah, bets are AMD takes what ever NVDA loses.
Damn AMD up almost 18 now
AMD has been on retarded strength all year
Why didnt I buy AMD at 400 :(
AMD is speed running this shit holy shit
Exactly there’s no real replacement right now. AMD and custom chips cant fill that gap anytime soon so the realistic worst case is probably a fine or tighter rules not losing the business. That’s a big difference for the stock
CoreWeave carries Nvidia assets, so if customers shift to AMD, software and certification all get redone, which isn't good for them near term.
Theres a third option though probe clears him and everyones back to looking at the numbers and customers leaving for who? AMD and custom chips are growing but Nvidia just guided $108B for next quarter. Demand isn’t the problem right now
you mean chopping sideways while AMD goes up?
Could work. Unless AMD gets cut in half, and MU/SNDK get cut in half again. And they could.
Should have bought calls. Liquidity from NVDA is going to MSFT, INTC and AMD.
I am just throwing this out there..is there any possibility NVDA is what NVO used to be and AMD is the up and coming LLY?
I'm in some $AMD 550/560 debit spreads but there's zero risk because I sold the higher strikes for more premium than what I paid for the lower legs sleeping comfy tonight
AMD calls would be smart now but theyre too expensive
Just had one of my best days ever! AMD, LITE, NVDA, RKLB. Intra-day stock trader.
> No offense but you don't understand the purpose of CUDA and obviously aren't in the software engineering field. No offense but you don't understand that all CUDA is an API and obviously you aren't in the programming field. Speaking of which..... > If all you needed was raw compute, AMD would have substantially larger AI GPU sales, but they don't. If you were then you would know there's a difference between paper specs and real world performance. Even at the raw hardware level. Nothing ever reaches it's paper specs. AMD in particular, as well as Intel, have a larger margin than Nvidia. If for no other reason than Nvidia software gimps it's own hardware. They leave compute on the table. No matter what software you run on AMD it'll not realize what the raw compute on paper promises. If you were even software engineering adjacent, you would know that. You don't.
Everything red except AMD lol
Well, if my Aunt had balls she would have been my uncle. Everyone here has a WHAT IF story,,, Btw, You would have panic sold that atleast million times from 2016 till 2025. AMD sucked ass up until April 2026.
No offense but you don't understand the purpose of CUDA and obviously aren't in the software engineering field. If all you needed was raw compute, AMD would have substantially larger AI GPU sales, but they don't.
$AMD 1DTE 515C = $11.5 $2.5 intrinsic value, $9 extrinsic theta expensive af
I think it’s just as important to recognize when a stock or sector has peaked as it is to identify one that’s going to offer a 5 or 10 bagger. When a stock runs up 10x in a short time, and gets into trillion dollar territory the chances of it doing that again are almost nil. Maybe Nvidia will double in the next few years, but who’s going to do a 5-10x in that time? I personally think there’s an opportunity for AMD here.
earlier today, bought $AMD 550 calls for $2.50 sold $AMD 560 calls for $3.00 zero risk - sleeping comfy tonight
I volunteer. I'll be the Chinese spy to infiltrate Lisa, I mean AMD.
Is AMD puts too obvious? What am I missing here. Seems like a slam dunk
Why is everyone suddenly extra bullish on AMD at 100 P/E? Clown world
Buy AMD Sell NVDA seems like one of those things that will go on way longer than anyone expected, then be totally wrong in 3-6 months
AMD just chugging along.....happy being surrounded by red
When markets go green, AMD is going to shrek even harder
Tell me why I shouldn’t go 80% port on AMD right the fuck now.
I feel like my long AMD puts not losing any value today means something but I'm not entirely sure what
He's not done. I'm sure AMD or other big tech will hire him. If he's get deported to China, Huawei will take him. If he gets deported to Taiwan, TSMC will hire him.
Fucking AMD pure retardium recovery every single day
Why doesn't tmsc just triple what they're charging to make these chips, what Nvidia and AMD going to do about it
AVGO and AMD pump so hard on NVDA dumping . 🤣
At least AMD has reasonable growth with profit as an excuse. The other two? Not so much.
AMD and SpaceX and Tesla piss me off to no end. Beyond overvalued and get fraud propped every fucking time
I have a love/hate relationship with AMD. I love AMD, but AMD hates me.
AMD is so focking stupid. 100 P/E while Nvidia is down to 15 P/E. Absolute nonsense
Holy fuck I hate AMD so much
God fucking forbid AMD goes red and stays red
NVDA going bankrupt and AMD taking all their clients AMD 1000 EOW follow for more wealth advice
Nvda will die off and someone else (ie AMD) will be the new leader...
BREAKING NEWS: AMD just draw Jensen dick on the daily graph :ahyes: :ahyes: :ahyes:
bought 5 $AMD 550 calls for $2.50 sold 5 $AMD 560 calls for $3.00 max profit: $5250 max loss: $250 gain lol. we'll see how it plays it out but right now even after this fade I'm still profitable which is nice
Sold my AMD this morning for a few hundred bucks profit
**BanBet Lost** — /u/easternblocfemboy (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMD** ▼ | $446.90 → $380.00 | -15.0% | 2d | Lost |
Memory looks bearish right now. Seems like money is rotating into AMD, AVGO, TSMC
Friendly reminder that AMD is 1/6 of chinese proxy company’s market cap.
Damn sold my AMD puts for a 90% gain could have made a lot more :(
AMD going from 540 to red, not on my cards today…
AMD red after being +5.8% :vanish: :vanish: :vanish:
"The board won't *let him* resign?" I'm sorry, what world is a CEO enslaved to the board? Jensen can resign whenever the fuck he likes. The oversight is a real consern. Exit polling and obvious correlative trends of districts with high numbers of AI data centers flipped red to blue. People don't like to be near giant AI datacenters, and there are environmental concerns as well. It wouldnxt take extreme socialist-esque policies to take a lot of wind out of the AI sails. The status quo was a government with people openly saying "we want to proactively block future attempts to regulate AI" and even mild taxation or a short moratorium on new AI centers, or even a national debate about that, could gum up the processes of rolling out new datacenters which is the majority of the new silicon hardware from companies like NVID and AMD. If you slow that supply chain by putting any doubt on whether those products can ship and come online, that has massive repurcussions on the supply and pricing of those products as well as the financing and leveraged debt these companies are in pushing this AI craze. I don't think it's insignificant. Dems don't have to ban AI to cause a major shakeup in the industry when so far it's been balls-to-the-wall with debt leverage chasing raw compute.
If you need ultra cheap tokens, just use HW specialised just for the particular model (Taalas acquired by AMD). This should be theoretically impossible to beat in terms of $$$/token. The LLMs are anyway reaching a point of increasingly diminishing returns and "good enough model for a particular use case" is already a reality (for those using smart routing with agents).
NVDA management is distracted and AMD is ramping hard.
$40 intraday candle nearly gone for AMD
AMD has to come down from its "Not Jensen" premium. That's going to play into tomorrows movement IMO
Made put $ from top on AMD. NVDA is only for I think this whole FUD is over we’ll see
I bought AMD card one time every other time it was Nvidia, the AMD value to power proposition is always really good on paper, however, when I used my AMD graphics card I had nonstop issues with drivers and software bugs. I never bought another AMD product again after that.
**BanBet Created** ▼ | **Record:** 8W - 5L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMD** | $495.00 (below) | $510.83 | -3.1% | Thu 12:15 PM ET |
Wonder if anyone bought AMD at 538 this morning💀
Yes actually, I'll be buying AMD GPUs from here on out cuz us gamers respect women /s
Lisa should cheat with Huang and then we all short AMD :clifford: :clifford:
AVGO, AMD, GOOG, SPCX.... What else is there to buy to play this IPO?
AMD's guarantees for its data centre partners more than doubled last quarter, to $8.5bn. AMD filed its 10-Q for the quarter to September 26th on November 4th. Note 8 has a section most of the coverage skipped. AMD guarantees some of its commercial partners' obligations, and the maximum it could have to pay is now $8.5bn. The June 10-Q put that figure at $4.1bn. Most of it, $7.7bn, covers partners' data centre lease obligations to third-party landlords, with terms of up to 15 years. The other $750m covers partners' borrowings used to finance data centre infrastructure, with up to six months left to run. If a partner defaults on those, AMD "will be required to repay the related borrowings" and may recover from the partner or the data centre assets. Note 11 adds $13.3bn of data centre leases AMD has signed that haven't commenced. AMD expects to assign or sublease them to partners, starting in the second quarter of fiscal 2027. To keep this in proportion, no partner is in default and AMD hasn't paid anything under these guarantees. AMD says their fair value isn't material. These are maximum exposures, and the rent guarantees shrink as partners pay. The partners aren't named. In the 10-K we'll watch whether the guarantees keep growing, whether any partner gets named, and whether the $13.3bn of leases passes to partners or stays with AMD. No position in AMD.