AMD
Advanced Micro Devices Inc
Mentions (24Hr)
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Reddit Posts
So are we all just gambling on AMD tomorrow
Price jacked up after hours crashes during trading pattern?
What are we thinking about AMD for eerrrrmingsss
Looking to to all in but which one is a "safer" play. AMD vs Msft
AMD's new powerhouse cpu ZEN 5 is about turn heads... leaked specs and launch date...
AMD will trade at this level....yeah, i know it sounds a mad Bear the Perma
AMD- earnings tomorrow 01/30. Is it breaking upwards on this channel?
Elon just informally announced he would buy AMD chips for Tesla's dojo supercomputer
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Who’s ready to burn their life savings this week
AMD - 200 or bust? What 1-30-2024 to watch for...
Which stocks should I consider investing in?
Any advice on what to YOLO on this week?
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
AMD's new MI300x vs the field, plus future projections.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Strangely the US wants to Intel to succeed but their price does not look that way
Who’s buying MSFT & AMD calls for earnings?
Should I sell my long AMD calls before earnings?
Intel stock sinks as early 2024 outlook comes up short
Intel vs AMD; CPU 3D Cache physics theory
AMD- testing weekly regression with strong greens recently.
I'm the $2k to $50k Options Account Challenge Guy and I Have Some Gains to Share From My Larger Account
I believe them puts on NVDA and AMD I guess?
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
Any reason why I shouldn’t invest in TSM given its current price?
Is anyone else breaking out the popcorn to watch AMD stock on a daily basis?
Just buy SEMI/AI and ride the hype. The roller coaster will end soon but for now it’s green day’s ahead.
One of my AMD calls that I haven't sold yet
$12k AMD gain 🔥 by Taking over "Update 2: It's either several million or..." from u/ThrowAwayhfhdjhxnjd
Bullish on $AMD (Long-term)
My recent AMD vs INTC insight + 69% in 2 days
Part two- been practicing option trading (80 % success rate)
$2K to $50K in 90 Days - Options Trading Challenge (Day 2 +$519.03 Net Realized)
PART 2 Been practicing option trading for a year
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
$2K to $50K in 90 Days - Options Trading Challenge (Day 1 +$250 Unrealized)
AMD: All My Dinero. It's either Dinner or no Dinner
$ADM falls 16% as investors suddenly realize they made a typo while trying to buy $AMD
Mentions
Donkeys bidding AMD down while storage mooning.
I’ve come to realize AMD only prints at random, when expected that shit spirals
Lisa Su will lock in your positions right before earnings and will either dump or pump AMD to cause maximum money destruction
AMD puts will print next week. AMD never disappoints at earnings right? Right!?
The rumoured rotation into AMD GPUs should really help bring their inference costs down and allow them to exert some pressure on other suppliers over time
#I miss the old days where every time a tech stock pumped, AMD pumped along with them LMAO🤌
#I sold my SanDisk too early to switch to AMD LMAO🤌
Currently, you have a situation that has never been seen before. You have cpu scarcity, gpu scarcity, and a super cycle of memory. Cpus and gpus might start going into a super cycle soon enough due to AI demand. You have a new fed chair who is going to be a puppet and drop interest rates. And you still have AMD, AMAT, and Nvidia earnings coming up. Also the Nvidia conference. I would not go short. There's too much pushing this up.
Copilot kinda sucks compared to Gemini and ChatGPT. PC's typicaly run Microsoft Windows on Intel (or AMD) processors. Look at what happened to Intel. Microsoft's probably increasingly being viewed as staid and old school. Their involvement with Open AI may be being discounted more lately given Gemini's success.
What does that matter? Look at AMD's kick ass earnings. Market only cares about guidance not earnings.
Half the speed of a H200 is significant. Maybe AMD has some solutions that might fit that, but for now China's home grown silicon designs have been pretty lackluster compared to the global competition. Their home grown GPU's are over a decade behind. If they truly can build EUV at scale that could change quickly but it would likely take several years to get scale of half of an H200. https://tech.yahoo.com/computing/articles/chinas-first-real-gaming-gpu-230016664.html
It’s called AMD my friend
AMD gonna end today in the green
I bad held 200 AMD shares at like a $120 cost basis for a year and a half after getting assigned on some short puts. I sold some covered calls on it over that time and once it got to just over break even I sold them for a very small gain. It then proceeds to run to $250 in the 4 months after that.
1-month performance: MSFT -13%, ORCL -16%, PLTR -19% semis: NVDA flat, AVGO -7%, AMD +13%, INTC +30% (LOL), MU +46% defensive (+5%) and energy (+15%, oil stonks) biggest winners of the month (and metals ofc)
I wish I knew, seriously. They’re not all “deals” it just seems many people don’t think of investing until things are high. They buy high, sell low. If you DCA you’ll catch deals. I just remember things being down after Covid and I had some liquid cash to invest. So what’s big? Well I’m in tech and always think computers. Didn’t even have ai on the mind then. But tech always advances. So I avoid the vapor ware stuff and what would be good for that? Copper is always needed. So I bought. AMD was low years ago and I couldn’t figure out why. I personally switched to them from intel so I bought. AMZN, I realized years ago I use them every day. Ordering stuff constantly. Many of us do…so I invested. I accidentally hit the ai bumps by just investing in tech overall so once it became popular I looked at what else can go up related to it, energy stocks. So I researched what energy companies feed the data centers. Just DCA and recognize when things are high, everyone talking about it. And be wary. And when everyone is scared to invest, be more willing to go in. Anything but “oh everyone is talking about XYZ and XYZ has tripled last year so I’m going in!”
5 years from now you’ll be able to tell everyone how smart you are. A lot of the best gain posts here were people who held stocks like this through insane drawdowns. People were calling AMD Advanced Money Destroyer for like 2 years. I got into bird photography as a way to keep myself busy during the dip to $6.
I just bought AMD calls...I'm going full tard for doing so?
But NVDA is already in a bubble with OAI, MSFT, GOOG, ORCL, AMD,
AMD switch about to flip to destroyer. The doubler function is not working properly
Yeah ofc it harms NVDA a bit, but NVDA is already supply constrained so demand isn’t really the issue. Maybe it would mean they could raise prices more but with 80%ish margins there is a max customers will pay before downgrading to AMD
valid point for the pc build crowd. for a gamer, AMD is definitely the 'value' king right now vs the rtx pricing. but for the stock valuation, gaming is basically a side hustle now. nvda’s data center revenue (AI chips) is roughly 8-10x bigger than their gaming revenue. wall street is pricing them as 'enterprise AI infrastructure' companies, not just gpu makers. sadly, what gamers want doesn't move the needle on a $3T market cap anymore.
arent you mistaking stock price and gaming gpu prices valuation ? gamers want to buy AMD which offers good value for their desktops vs expensive nvidia
I mean, yeah? Tesla became a toxic asset in the last few months even if you believe in musk's other companies, the cyber truck tarnished Tesla reputation and this the stocks value. BTC trading is not trading as there's no information to act on, it's all... Vibes. If you have that kind if money to throw about, I'd toss an equal amount into AMD, intel and Ubisoft and watch which one starts to recover first and transfer the others into that when it starts. Being in reality on one will cover the transfer costs on the others.
It's not about satisfying anyone. Nvidia moving some capacity to Intel just makes total sense I would have been very surprised if they didn't move some to Intel. TSMC is at capacity and fully booked out for years. Nvidia has been further cutting their consumer GPU manufacturing, even though they're extremely popular just so they can produce more AI chips. AMD has the same problem so I really wouldn't be surprised If amd moves some manufacturing to Intel as well for the same reason
Appreciate the support! The goal is to strip away the narrative and let the math do the talking. I’ve actually got AMD on the triage table right now (running the 'AI Challenger' vs 'Value Trap' models). Then I’m circling back to PayPal. Stay tuned, the AMD numbers are... interesting.
A reminder OpenAI is entitled to up to 10% ownership of AMD after deploying 6GW of AMD chips at its data centers. One of OpenAI's best use of cash will be buying AMD chips so that they make the money right back through AMD stocks which will moon in value over the next 1-5 years
On my chart. As I trade Webull. Been interested in the stock market since 18. Anyway stocks are at all time highs, but Tech is driving the market higher. SNDK, MU keep gaining, but the gains are weird. Looks like a P&D type of energy WMT, Spy. Tesla, AMD. All hitting channels NVDA stuck in it looks like a H&S. DXY falling apart. Vix looks like it’s going to spike so bad it screws up everything. Also don’t think I’m telling you to sale. This is my opinion and I say do why best you believe in. My opinion can always change.
Limp dick AMD down -3% in overnight trading while QQQ is currently +1.5%
Full porting across the board into all things tech and gold 🤷 MU, TSM, GLD, GDX, AMD, etc... ported calls
ASTS and rklb are pure venture capital math right now. Hard to run a standard dcf when the free cash flow is years away, but the unit economics are fascinating. Ill add them to the queue. gotta finish the AMD deep dive first though. 🫡
Nice, this means both Oracle and AMD should moon very soon, since both were practically bets on OpenAI anyway.
Iterated prisoners dilemma has shown us in history that not everyone can win. The valuation of these companies makes no sense. I just looked at a list of companies by market cap and I’m like so you’re telling me that open AI is going to be worth more than Ford and Visa combined? openAI will be worth more than AMD and Micron? Get the fuck out of here lol. Every time I see these numbers, I’m like flabbergasted.
u/SmartTriagelO my man, please do this one. AMD
It's funny cause other companies like AMD or NVIDIA will beat earnings and revenue but crash 20% cause it's .been "priced in". Tesla's been priced in like 200% now and still goes up another 5%,
Amortization increases the P/E ratio by reducing net income or gaap-EPS. The fwd P/E is basically the current price/estimated eps For AMD, what's constantly overlooked in the media was the Xilinx merger. It was an all-stock transaction. So what we should really look at is the non-gaap eps for AMD.
Windows 11: *Copilot is amazing and is here to change your life* Also Windows 11: *yeah, you searched for “My PC” but here’s a Bing web search for My PC. Also, you made a custom Group Policy to manually choose your drivers, but we decided it’s best to update all your drivers each time your PC sleeps, which we also control because of spaghetti slop code so you really don’t have a choice. Also, we have beef with AMD so every fucking AMD component you have will just shit the fan for no fucking reason because we vibe coded all of 11.*
AMD is definitely next. I want to see if the valuation gap between them and NVDA is actually an opportunity or a 'Value Trap' (i.e., is NVDA just eating their lunch?). Keep an eye out later this week.
lol Man I did that with NVIDIA AMD and I knew SNDK would go up but didnt buy. Yeah, good luck next time!!!
Why would Jensen invest more into OpenAI when they signed that deal for AMD GPUs?
#Microsoft, Tesla, IBM and Meta reported earnings today and they all said they will accelerate AI investments. Calls on NVDA and AMD. LMAO🤌
AMD 270 tomorrow AAPL 265 tomorrow
Spending the night with MU, AMD, NVDA
AMD mentioned on META call
Will be a good day for AMD tomorrow
I own 4 of those companies and 70% of my net worth is in AMD since I’m an employee :)
Assuming the market doesn’t enter full bear this year, any combination of AMD, NVDA, MU, GOOGL, WDC etc should pay well. All these companies are flowing money into data centers. Just own as many pieces of the data center pie as possible.
AMD 300 before end of march.
AMD and MU big winners of Meta’s increased capex
Feels like AMD is priming a run to ATH tomorrow or Friday. Lot of buying at 250 and only about 6% off
AMD hulking on meta cap ex 👀
Imagine being this fucking retarded. Forward p/e is in the 20s and AMD is undergoing a massive growth cycle this year with the mx450s.
AMD will outperform all other semis this year.
Lol. AMD is about to get wrecked
Meta should pump AMD bigly
I’m riding AMD and AAPL long
Yeah I just woke up from surgery and still couldn't think clearly and sunk 10k into Intel just before earnings. I am not worried and I still think about staying the course. Reddit is a really bad echo chamber for some things and AMD vs Intel, they will always trash Intel and support AMD no matter what, no matter how closely AMD follows Intel's 2 decades old playbook when they have the better positions. It makes this sub blind to the fact that Intel could finally rocket into the stratosphere once they start inking deals with Apple, Nvidia and others. I won't be surprised to see Nvidia and Intel partner to have CPU chips with onboard Nvidia dies so Nvidia no longer has to worry about vram and they could easily put mid range level gpu's on Intels current chips. This will change the entire gpu game for the largest segment of gamers that can't afford bleeding edge cards and this is just one facet that will lift Intel.
250 is not breaking for AMD. This is the buy zone
I have: Spy AMD AAPL ANZN Calls He will destroy the future to keep the pump going at all costs sad but true so make monies while you can
So INTC earnings were really good underneath the surface, they literally couldn't keep up with server CPU demand and their new CPUs are shattering expectations. They reversed decline in server CPUs for first time and are back to increasing their marketshare against AMD. MMs or whoever managed to twist the narrative last week allowed them to escape $10s of billions of potential losses. They're pulling the same shit with ASML today. Will do the same to AMD if I was a betting man. Moral of the story, leave the earnings play to the big boys or you may get trampled on unless you're extremely lucky.
Yeah it's a combination of luck from Robinhood and right moment from AI stocks. When I sold all Hood, my account was still $80k down. AI stocks have helped it go up to what it is now. Last summer AI stocks hadn't gone up too much. My account especially got a massive boost from MU & AMD's leap calls and Google.
Erika Kirk be like “this is 5D chess grieving” lol 😂. AMD 300c
Why is AMD only up 0.38% on news of a chip deal with OpenAI? Shouldn't that be good for at least a 0.5% ?
You are right this should effect my AMD Calls... Cry more.
Yeah, sure.. Canada is going to surpass the US in tech. Right. Which tech company is based in Canada and moves the needle? Which is based in Europe and moves the needle? (Besides ASML, all you have is SAP, Synopsys, ARM Holdings, Seagate & Shopify lol) Meanwhile the US has: NVIDIA AMD Micron Intel Microsoft Apple Amazon Tesla Applied Materials Broadcom KLA Lam Amphenol Arista Credo Vertiv Caterpillar Cisco Oracle CoreWeave Dell And the list goes on. I barely scratched the surface of tech, let alone the ridiculous presence we have in healthcare, defense, industrials, consumer, and financials. There is not a single sector that isn’t absolutely dominated by US companies. And the international companies that move the needle are overwhelmingly looking to establish themselves in America (TSMC, etc.) because that’s obviously the move. Avoid US stocks at your own peril.
Tape looks nice and robust for GLD and SLV Baby bols being born in every market I like AMD
ASML + TSM + NVDA + AMD + MU + AVGO = **Infinity Stones of Semis**
It probably dips on earnings and rebounds a week later in true AMD fashion.
AMD is going to $350 by end of spring!!
AMD's next-gen CPU is nice, let's go!
TSLA is a personality cult stock. "Investors" claim it's a car, autonomous taxi, chips and robotics company maybe with some space race sprinkled on it. Add the market cap of BMW, Toyota, Uber, AMD and Boston Dynamics (private valuation) and it will still be a lot lower than TSLA lol.
Theta strategies are the gayest things ever, last year I sold AMD puts, got assigned then on the way of of its recovery I didn't even remember how many times I had to buy back my calls :))
There’s really only 2 states in Malaysia where a fab can be built tho. 1, an island all the way in the north - Penang is nearly at full capacity with Intel and AMD being along with many other smaller but essential manufacturers like Renesas and JHT. The infrastructure isn’t there for another giant like MU to squeeze in. 2, the state directly next to Singapore - Johor. This is the most logical place, but the infrastructure simply isn’t quite there yet as the state still lacks behind technologically and culturally.
MU, applied materials, TSM, NVDA, Apple, AMD, goog, Qualcomm l...etc with AI semis
Oh you mean those companies that have left America for China? These companies chose China. Even gave up there technology to gain access to that market. So who exactly are your traitors/enemies? Key American Companies with Substantial China Exposure Technology: Apple, Qualcomm, Intel, Amazon, Applied Materials, AMD. Automotive: General Motors, Tesla, Ford, Cummins. Consumer & Retail: Nike, Starbucks, Coca-Cola, Walmart, McDonald's, Procter & Gamble. Industrial & Other: Boeing, Honeywell, UPS, Disney.
You realize I bought AMD at $12? Intel's about to follow the same trajectory.
JPOW will indicate QE is coming AMD to 300
Some random pension fund in Denmark withdrawing $100m from the market ain’t gonna shake it. Mind you that they use AMD/Intel/Nvidia computers, running Microsoft, SaaS services with cyber security stack of …. Americans companies. Then think if energy, food, technology etc… The S&P500 isn’t going anywhere lol, the EU gonna suck up to America really soon
Puts on AMD. That shit going down. Same with my 2dte Intel puts before earnings when I 4xed.
AMD. Shit stock. Shit graphics. Shit all around
I sold a while ago to reposition to AMD and semiconductors overall. I still think Nvidia has upside but MD is better position to take market share and Nvidia may lose pricing premium in the coming months and years which has driven their crazy profitability
Whenever AMD gets their PT raised they drop for like a week after, I swear this is like the 5th time that’s happened
I love AMD but Lisa Su is so conservative that more often than not, calls will be burned on ER