AMD

dangernext

AMD is some how gonna go back to 160 during all of this 🤣🤣🤣 CLASSIC Advanced Money Deleter

Largeshmarge

First I short AMD, then ORCL, PLTR and finally the head boss Carvana

Wowmuchrya

It's even worse once you realize AMD doesn't even have enough revenue to buy a piece of OpenAi like Nvidia did. AMD is the temu of chip companies.

borat_he_like_you

AMD giving stock to OpenAI in exchange for chips purchases is like an OnlyFans model giving me a free lifetime subscription & customs in exchange for fucking her

borat_he_like_you

AMD is giving OpenAI chips for free All they need to do is sell their AMD stock to "buy" the chips

dreamwagon

fairly value PLTR, AMD, TSLA, CRWD (etc,etc) and SPY would be sub 600

1M-to-Zero

AMD is going through major test at these levels.

whitewashedsyrian

Bro they would CRUSH Nvidia and AMD

pmoO0

Considering the strong uptrend during the last six months, it's quite possible winners get liquidated. It's better to start now, honestly I expected this downtrend already in November. The December rally has happened already, I don't listen to CNBC, Bloomberg or any other media outlet. I honestly expected a stronger Euro and even weaker Dollar, but if everything would be easy, we'd all be billionaires already. My expectations are a red weekly candle and even lower prices for Nvidia, AMD, Microsoft and all the rest. Yes, Google as well. I exclude Apple, they seem to have sold metric tons of product.

Nameisnotyours

Anthropic-Microsoft -Nvidia. Coreweave-Nvidia Open AI -AMD Are lil examples of circular financing. It seems you are still in the “To the moon!” echo chamber.

AntoniaFauci

And a few hundred more. Anyone who says to (or claims they did) “inverse Cramer” is an incompetent liar. Nobody here has the balls or capital to short 100 strongly positive stocks. Monster, Netflix, AMD, Google, Amazon, Tesla. Anyone who actually went heavy into any of his marquee picks is rich. Cramer may be an ass, but the guy did invent the term FAANG and its derivatives. He coined “Mag 7”. And for the clowns who might have a flash of lucidity and realize that identifying hypergrowth candidates isn’t necessarily a superpower, they should also learn that a larger part of Cramer’s outperformance has come from an uncanny history of knowing when to sell. He has issued public sell orders before many crashes and corrections. It’s not what you make, it’s what you keep, and he’s been a ridiculously fortunate market whisperer in that regard. The amount of Cramer disinfo and hate in this thread would suggest 99% of participants and gullible and will believe any lie they want to believe.

PhylosophicalSeagull

Buy AMD…success guaranteed

Born_Property_8933

I don't know why it is important to argue to the internet to make your point is so important. There are a set of conflated topics that you are dealing with: i) Is AI going to make money. ii) Is OpenAi going to win big in the AI market. iii) Is Nvidia's success dependent on OpenAI's success given AMD GPUs and Google TPUs? iv) Will OpenAI sustain its initial momentum. \---- From a user adoption point of view OpenAI today is definitely in a much better position than it was launched. They have truly gone viral. From a competition point of view they are in a worse position, there are at least 4-5 high quality competitive products. Also, I am sure Meta will soon have an AI model equivalent to Gemini. OpenAi is yet to build its ad-tech, and only data that they have on a use is their chat data. Google, Meta, Microsoft has highly enriched user data from other apps and products that they offer. They can also integrate LLMs into existing products that user love. If you think objectively, both of the above paragraphs create risk for OpenAI. They would rather not have wished for these developments to have happened when they let the genie out of the bag. OpenAI needs a new AI app or a set of apps, for a use case other than chatgpt, which will revolutionise the world. They need to take on Google and Meta on their own turf now. They can launch a complete AI enabled content platform, they can create an AI first and AI enabled document management system better than google docs. ... They need more than chatgpt and gpt APIs to remain long term viable.

HMI115_GIGACHAD

60% EPS growth. means that if the SP stays at its current level its forward PE would be a 17. TO maintain a FPE between 23-25 the SP would have to be around 288. I believe EPS will grow around 50-65% yoy. Especially with significantly more penetration into foreign markets like saudi arabia, india, potentially china, and europe. Robotics will be realized next year and powered on NVDA and AMD chips

PlanetCosmoX

Intel has to pass the wafer test and then charge an amount where Intel eats all of the duds. This won’t be adding quite the punch to Intels bottom line as you think, especially since they’re continually loosing business market (their last market held onto due to cronyism with Dell and HP) share to AMD. Dell and HP lost on sales, so they’re abandoning Intel or they’ll simply lose the market. I already ordered purchases away from Dell for my IT company of 300. These laptops don’t last 4 years, they burnout due to heat, they cost too much to run, they’re not designed for the heat their CPU emits, and they’re more expensive and slower than the AMD equivalent.

Faani78

Where does this leave AMD?

idgaflolol

I understand that, but their data center business is their fastest-growing segment and now their biggest source of revenue, above their PC CPU business. Data center obviously means GPU and CPUs, but I suspect AMD’s data center growth would slow at a faster rate than NVIDIA’s.

Evening_Adorable

Cramer was preaching NVDA and AMD 10 years ago. Shouldve listened to those

jumbocards

Cuda is the real mote. Anyone who has even remotely worked with inferencing knows that getting tools that natively supported CUDA to work with AMD, Intel’s Arc, Google TPUs is a fucking nightmare. It’s years behind in terms of software maturity. Will there be a second major player after nvda’s cuda? Maybe. But it’s not yet known. Chinese players also have open source as well to their huawei chips. This Google TPU is more of a threat to AMD than nvda.

cltbeer

He ran the company into the ground lost to NVDA and AMD of course he will say this shit.

ReversePettlngZoo

And in a year INTC will still be up more than AMD and your time frame will extend out again. Keep moving those goalposts. You use what ever bullshit measurement makes you feel better to compensate for the lack of actual profits others are making and you’re watching

ReversePettlngZoo

> Im confident i can pick winners better then you lol AMD YTD +78% INTC YTD 101% [You showing up at 930AM to pick those winners](https://media.tenor.com/l_h_rvepVQMAAAAM/with-case.gif)

iJezza

Head this deep in sand implies AMD fanboy status, please confirm?

No-Persimmon-1871

AMD should 4-5X in 5 years, and continue to compound. The hunger for compute keeps growing- AMD is the new Intel- this cycle should run at least 10 years. They make the processors and GPUS that use open source software. Everyone wants the MI450s. T product is good, but in the past 2 years, they made acquisitions and huge R&D investments.The chance of a surprise to the upside is big with new products and the downside risk is low.

PopoDontKnow

AMD needs to make some serious profit. Otherwise I keep buying low ($80) and selling high ($240)

re-thc

No, AMD mostly sells CPUs. With TPU you still need a CPU.

MisterMephistopheIes

Deman will move from training (Nvidia) to inference (Google) before AMD is able to secure any reasonable market share, especially with the CUDA friction 

idgaflolol

Exactly this. AMD is the company whose growth will stall the most here. Eventually, it may catch up to NVDA (ie they’ll need to trim their margins), but that seems to be in the more distant future

nitaro

AI revenue padding is real, but the bigger risk is ASICs eating Nvidia's lunch like they did to GPUs in crypto mining. Bitmain/MicroBT killed GPU mining (90%+ hash rate). AI ASICs could do same to Nvidia inference xAI twist: Even Musk's buying AMD + hiring ASIC teams—Nvidia's not safe 2026-2027 is when ASIC deployments scale and Nvidia's 80%+ inference market share gets hit. TL;DR: AI growth = real. Nvidia monopoly = temporary. ASICs win long-term.

david-yammer-murdoch

Your "metrics to watch" will take too long to help you get in early, but they will show you the final results. Claude needs to make a profit, and he can't do that with Nvidia, even with AMD and Intel. Other clouds don’t have Google's customer Jupiter data centre network technology or Google Colossus. 2004 - 1 million token context window due to TPU design [https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/](https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/) 2024 - [https://www.youtube.com/watch?v=b87I1plPeMg](https://www.youtube.com/watch?v=b87I1plPeMg) \- How Anthropic uses Google Kubernetes Engine to run inference for Claude 2025 - [https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services](https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services) How do you think the market sets the price per token?

Venice_LA

AMD is the real loser between NVDA and GOOG. 3rd rate player at best

mayorolivia

Nvidia is now selling $50B in chips per quarter vs around $9B for Broadcom, AMD, and Marvell combined. The point being demand is so large for Nvidia GPUs that a meaningful transition to ASICs won’t happen overnight. This due to it being easier to deploy GPUs and familiarity with CUDA. Amazon, Meta, and Microsoft are investing billions on the ASICs side but haven’t gotten anywhere yet because of how hard it is to develop a custom ecosystem from scratch. Anyone selling GPU plays on this news deserves to be poor.

aomt

Perhaps some of more experienced guys will answer. Try asking AI, it might be surprisingly helpful. The problem is that options of NVDA/AMD/etc are relatively expensive. If you are going to hedge with those expensive options, it might eat a lot of your profit. The best approach, imo, is: \- find most correlated (not that its easy with a private company) \- Cheapest priced options (relatively speaking) \- Stock that is high up (cheaper to buy deeper strikes) Regarding correlation, think how much your company will bleed and who will bleed equally or more if bubble burst? What the reason it might pop? Top of my mind is PLTR, ORCL (especially from their heights). Cheapest priced options - you want them to be ITM when bubble burst. Kind of, so you buy them at 0.01, but they still end up in the money. Best "value for money" move. But the most risky, of course. Anyhow, if you estimate stocks XYZ and WYZ will drop 50%, which one offer cheapest options for that drop? Last, getting PLTR 170 strike 6 months out is way cheaper when PLTR is at 205, than when it's at 170. So its worth taking a look at where are stocks now, do some TA. You can always diversify as well across 2-4-10 companies. Diversification is "always" good.

tyler_jewell

Is #AI in a bubble? My perspective. An analysis I did this morning. Two issues: demand for profit-generating #GPUs and demand for #AI. The anchor is NVIDIA, priced to 30% CAGR profit growth for 4 more years. Their revenues are primarily sourced from hyperscalers' ops CF. Hyperscalers steadily increase CapEx, likely creating a demand floor. Companies like Meta face existential threats, forcing costly debt-fueled spend. Hyperscalers face an accounting squeeze from GPU depreciation. NVidia's generation cycles are compressing from 3 yrs to 1, with generational efficiency improvements at 90%. If hyperscalers depreciate GPUs over 6 years, this mismatch creates an earnings crush. If latest generation CPU demand remains high, older GPUs have low revenue while still depreciating at current rates. Google, AMD, Intel Corporation, and the hyperscalers have their own GPU build-out. Substitutes are 2 years out and a generation behind; this presses NVIDIA into excess R&D to maintain its advantage. NVidia's smartest move was saturating TSMC's 2nm reserve; TSMC is the lynchpin for controlling the GPU supply chain. Not discussed: risk from circular deal-making on inflated EV, and #OpenAI's unrealistic datacenter commitments. The #AI demand problem: short-term over-optimism melded with long-term over-pessimism—a volatile mix. While MIT claims 12% of jobs are replaceable by AI today, reality lags. Enterprise adoption is 9+ months for simple uses. Adoption is blocked by: emergent AI, context rot, insufficient infosec, sovereign/localized AI, local hosting, agentic reliability, and org know-how. In Akka's 20 enterprise deployments, only half use foundry models for use cases that cannot replace workers. The physics of compute efficiency, cost curves, and privacy incentives all point toward a future where AI inference runs locally. This creates existential risk for cloud-first AI companies and those betting on centralized data centers. Privacy and geopolitical risks are driving govts away to air-gapped solutions. They have substantial dollars and fear continuous surveillance or cloud lock-in. When local AI gets fast enough on cost-effective machines, the market will flip, further pressuring hyperscaler margins. Consumer demand is hard to predict. Most are irritated by AI, yet ChatGPT wasn't discussed 3 years ago. The industry needs AI to be great for the consumer and will 'will' it into existence. As LLMs double their abilities every 7 months, forecasting the productivity of a 32x LLM is tough. Market: underestimating long-term AI demand while overestimating near-term demand, the industry's spend on premium GPUs, and how long cloud-AI vendors can hold pricing power. The market will probably dramatically appreciate over the next 18 months before an inevitable, painful mean reversion.

Icy-Butterscotch-206

Ah I see the angle you were going for. Yes, everybody is designing their own chips now. Out of the new players I only trust Google to make something to useful. Goog tpu’s from what I can tell do not directly compete with AMD or NVDA, different applications. Still remains to be seen which application is most profitable long term.

SuperSultan

Which “AI companies” are you short on if I may ask? If you’re bearish you should just avoid them altogether unless you’re secretly a billionaire. Don’t lose your shirt trying to short these. Paul from the everything money channel on YouTube did this and lost millions of his family fortune. These companies that sell models could take a hit and NVIDIA, AMD, and Google which design chips could end up fine in the long run. They just have way too many customers that are massive businesses themselves (such as the FAANG companies that need chips to make sense of their data). Maybe the chip companies will get a haircut but all three of them have economic moats (especially NVIDIA with CUDA and now Google with TPUs that lock you into Google Cloud!)

Nefarious_AI_Agent

AMD and AVGO calls

EpicOfBrave

Sorry, I skipped AMD, because their hardware is real, it’s not another fairy tale, which nobody’s has ever used.

Icy-Butterscotch-206

You conveniently forgot Nvidias biggest competitor - AMD

greyenlightenment

Bitcoin returns have been mediocre since mid 2017. Unless you missed out in pre 2016, missing out on bitcoin is no different than missing out on Nvidia, AMD or one of many other popular tech stocks.

Brilliant-Repeat-178

Not a conspiracy lol, just being realistic here and perhaps a bit bullish, which is justified if u consider a few things. NVDA sitting under 250 is cheap when u realize they still have a full-blown monopoly on AI compute and nothing comes close, CUDA keeps everyone locked in, and Google isn’t a real threat as everyone says it is, switching off CUDA is a nightmare and google software stack is weak and new compared to decades of RnD by NVIDIA. This whole downturn (imo) is just some profit taking and big players pushing the price down so they can load up at a discount after the crazy run it had. It’s not over, it’s just cooling off before the next leg up, especially with Vera Rubin coming which wipes the floor with anything Google or AMD has.

ouicavamerci

$AMD - they should be at least a $750M market cap if they execute AI play properly. $BABA - self explanatory undervalued stock, e-commerce, AI, Alibaba Cloud, Qwen, Quark and Ant. $NIO - targeting profability at the end of 2026, undervalued against other EV competitors but starting to have its footprint globally. Battery swapping might be the future tech answer for EVs solving battery degradation and will be good for second hand cars.

Siks10

I April? AMD shares are up 187% since April. It's over 1 now and higher than for NVDA. IDK how you can use PEG and claim AMD is outperforming NVDA currently

Disastrous_Rent_6500

I don’t anticipate anything, all I do is buy when the PEG ratio is around 1 for growth companies. The PE is useless for companies that have massive earnings growth. In April the PE for AMD was 107 but the PEG ratio was 0.9. If you only look at PE, that market is not gonna make any sense to you, and you’ll miss opportunities

Lopsided-Magician-36

The quantum data network. IONQ is the new NVdA is the new CSCO is the new IBm. All are involved in the quantum internet that will be rolling out. IONQ’s work on quantum fidelity and quantum sensing has the opportunity to be world changing. It’s the closest thing you can get to investing in NVDA 20 years ago. It’s only true competition is the companies I listed above and GOOGL. Best bet is to buy all of them plus AMD and sit and wait until 2040. IONQ CAGR is great 2 mil rev to 120 mil in 5 years: extrapolating and they should be pulling in billions as a cash cow in 10-15 years.

borat_he_like_you

All of our sex robots are powered by top-of-the-line Nvidia chips We do not cut corners with cheaper Google TPUs, AMD, or other Chinese chips You get the best woman & product when you buy from me, I guarantee it 💯

andytobbles

Google tpus, NVDA gpus, and AMD gpus are all utilized for different things therefore there will be plenty of buyers moving forward

ApartmentRadiant6555

In the short term, the tech sector and maybe the whole market will drop. Those in the OpenAI's circular web (i.e. MSFT, NVDA, ORCL, AMD) will be hit the most. Well-deserved. In the long term, if AI is not a flop, the hyperscalers won't have to compete as much for data centers as they do now, NVDA won't be able to charge 70% margin on their GPUs. Overall, it will be cheaper to develop AI models, NVDA will be skewed. If AI turns out to be a flop, the tech sector will take a lot longer to recover and the data centers will slowly be used for other purposes. NVDA with its current valuation will be skewed either way.

Disastrous_Rent_6500

This is the main reason I invested, monopolies are only tolerated if there are no alternatives. The second there’s competition, the loyalty myth goes out the window and the market tries to favour the new alternative. Even if AMD hasn’t caught yet, the market will buy inferior chips just to not be at the mercy of the pricing power of the monopoly

Swimming-Cupcake7041

This has got to be the most uneducated statement I've ever read. What do you think NVDA's and AMD's chips are, if not ASICs?

JollyGreenVampire

Bro i have the EXACT opposite, I ALWAYS believe my decisions are wrong, which often results in an early exit from a winning position. I cant tell you how many time i fucked myself over by selling my stuff for a few % upsite, just to see it double or trippel soon after. I had AMD for 3$ and sold for 4$. Then later i had AMD for 160$ and sold for 172, next day it was 230. sold NBIS 40-50, next week 120 etc.

RustySpoonyBard

The way it's going Intel and AMD will merge to produce AI chips against Nvidia.

ImNitefall

Interesting take on Google's AI strategy with their TPUs. While I'm bullish on custom silicon plays, I'm cautious about declaring absolute winners this early. Google has strong positioning, but remember AMD and Intel are ramping up their AI offerings too, and Nvidia's moat includes software ecosystems, not just hardware. The market might be rebalancing rather than completely shifting allegiance. For metrics to watch: Google Cloud growth rate, TPU deployment numbers in their earnings, and their AI inference costs compared to competitors. These will tell us if this is sustainable momentum or a temporary narrative shift.

robmafia

>Google can Scale TpU big time >AMD chips are also being used extensively & TPU can fill the demand that jensen controls. i can't tell if you're clueless or delusional. both?

cats_catz_kats_katz

AMD’s back baby!

Siks10

You completely missed the point. Higher P/E doesn't mean outperforming. Stock price appreciation has nothing to do with how well a company is performing To your new point, take a look at AMD cash flow. It doesn't look as great as you probably think

Magnificent_luck

Sofi, robinhood, AMD

Longjumping-Yam-6233

AMD. if they execute on MI450/500 it'll fly.

Prudent-Corgi3793

>But somehow AMD made 93% profit while Nvidia only 31% in 6 months. What are you talking about? | Past 6 months | AMD | NVDA | |:-|:-|:-| | Revenue | $16.931M | $103.749M | | Gross Profit | $8.359M | $75.702M | | Operating Income | $1.172M | $64.450M | | Net Income | $2.115M | $58.332M | | EBITDA | $2.683M | $65.870M | | Free Cash Flow | $3.630M | $35.585M | Even accounting for the Xilinx acquisition and the ~12x higher market cap of Nvidia, I don't see how Nvidia is profitable at all, and I don't see this 93% profit you're referring to.

andytobbles

AMD will surprise a lot of people I think

AntiqueRecording707

Thank you! Swing trading highly volatile stocks like DUOL and RDDT. Also messed around with SPOT and BBW. I'm very stubborn and don't like to sell at a loss, even if it requires holding for a year *cough* AMD. I also do most of my trading within the first hour of market open.

Doctor_Raymos

I don't disagree about safe compounding growth, but being young means having a more aggressive portfolio. I will be happy to make bets on what I just said. AMD 217.97 TQQQ 54.59 See you in a month RemindMe! 1 month

ixvst01

AMD's high P/E is misleading because of an acquisition. They are amortizing non-cash intangible assets which appear as expenses on the income statement and balance sheet. Their real non-GAAP forward P/E is in the 30s.

Doctor_Raymos

I think you are deeply confused. NVDA has done multiple stock splits, if that is why you are wondering why the share price is lower than AMD. NVDA is a whale, AMD is a guppy. AMD is my long favorite, but to suggest AMD is outperforming NVDA is absurd

Doctor_Raymos

Great job. Go in on TQQQ, and sell end of December 😉 or buy AMD. You can invest, you can save, or you can trade. If you want to trade, feel free to DM me.

Siks10

AMD is not outperforming. They are underperforming. Who in their right mind buys a stock with 107 P/E? It's the Momo crowd, It's not what the company is worth

Todayjunyer

Imagine you open a burger joint next to a McDonald’s, but you can sell an equivalent tasting burger for half the price of a big mac. The next and only question is can you scale efficiently and retain pricing and quality. McDonald’s still isn’t going anywhere. To be clear. But your business may grow 2-10x quickly, if you execute. AMD looks capable of executing.

ThatGuyFrmBoston

You selectively picked last 6 months when NVDIA already peaked. AMD is now catching up.

ventoreal_

You are short term minded. That says it all. You can't compare a stock because of past 6 months performance. Also AMD is smaller, so it's easier to go up. If you simply zoom out, Nvidia did 1234% in the last 5 years. AMD did only 149%.

Grand-Exchange

Stock market is pricing AMD to attack market share of NVIDIA, their mi355x chip is in a way better than b200 chips.

chrisco571

AMD is at the beginning of their data center growth curve, their first competitive AI data center chips, the MI450 are launching this year. NVDA is at a more mature part of their growth curve. AMD market cap is less than 10% the size at 350bn market cap vs Nvidia at 4.3trillion. Much easier to move the market cap

iMakeGOODinvestmemts

1) Neclouds take on alot of risk for very little reward. Microsoft had a deal with nbis and it paid 20b for compute. It basically puts alot of risk on Nbis to get finance sorted and get compute ready in next 4 years. If it doesn't, Microsoft isn't left holding a bag of $20B in compute. Neoclouds are basically a hedge in the market. 2) Google has backstoped several investments in compute for centers ( wolf, cifr) etc. Google is not round triping any investments and money like Nvida. So your argument on backstop is wrong. They have also reached out to neoclouds for TPU deployment on prem if you done some research. 3) lol. Google can Scale TpU big time. Gemini 3 was trained on it. Cloud is hosted on it. 1m chips are being delivered to anthropic and possibly another 2m to nvida.... so get out of that can't scale argument lol. 4) let Jensen stop selling. AMD chips are also being used extensively & TPU can fill the demand that jensen controls. It's in jensens best interest to get as many customers right now or he risks being priced down margin.

CigarDers

One thing to remember, especially after a big trade, the volatility is what makes you money, not the size of the bet. It is easy to feel like a god after a big trade and increase the risk and get caught with your pants down. Keep the risk small and let the move keep you rich. You always need to stay in the fight. I caught AMD for a little over 40k and I relearded this lesson MSFT. But that's the way she goes!

lostbanbet

TSMC fabs the chips AMD designed. You want to be pedantic on a holiday Friday afternoon?

pmotiveforce

You sound like an absolute fucking unit of a retard. Just a towering example. AMD does not make chips, you chimp.

lostbanbet

Intel was like 5 years behind AMD on getting to 7nm and they want to get to 2nm and 1nm next year? Even when they got to 7nm, they had QA/QC issues and they bricked themselves if pushed too hard. Prepare for 10 years of “2nm tomorrow” announcements.

Tomato_Sky

Does she know? Does she know she’s an ad? All of these “articles,” are just ads. It’s not real reporting or they would explain what TPU’s are and how they are different than GPU’s. There is still a large monopoly with cuda and unless you’re in-house with google, you won’t see this as something for the industry. xAI cannot switch to TPU’s, OpenAI cannot and will not switch, China is using photo GPUs and don’t care, and if you’re running a local agent, a TPU isn’t something you can use as a consumer. TPU’s made Google’s LLM cheaper and faster for Google. If NVidia continues doing victory laps instead of developing the next gen chips, then we’ll talk leaders, but they had a decade lead going into 2023. Now it looks like a 4-6 year lead if a company can create their own custom chip manufacturing and take some of that demand away. 2-3 cycles of an ambitious AMD if that’s possible. All of that is speculation. But for the love of god, these are just ads stating that Google = Good now. Do your own research or don’t. These ads are annoying. If I have to read a story about someone “crushing,” a benchmark they specifically trained their model for, and see “unveiled,” after TPU’s have been public knowledge for a couple years now, like it’s going to swing the market with all of these things priced in.

andytobbles

I remember hearing very similar things when I was telling everyone to buy AMD at April lows haha, we’ll see who’s right in the coming months

cartman_returns

The concern might be more for amd TPU is for inference Nvidia is way ahead of everyone for training. Amd has acknowledged their focus is primarily on the inference market Meta is AMD's largest customer by far for inference. If Meta chooses TPU for inference while keeping Nvidia for Training then the company hurt the most is amd Mi450 is designed with Meta in mind but Meta also backed out of amd before with the mi300a project which was Meta unique, they did come back with a ubb mi355x but point is they can always back out

Glittering_Water3645

To all of you who bought META below 600$ and AMD below 200$ recently. You're awesome!

IDrinkSulfuricAcid

Being too impatient to wait for a good entry point. Also a lot of FOMO of ''what if it goes even higher while I wait for a dip''. I try to catch the knife quite a lot too. Bought AMD at 230 thinking it was a good deal then paperhanded it sub 200... typing it out makes me feel hella regarded

TheoryInttro

I'm not asking for much, just AMD to 250 by EOD.

Prudent-Corgi3793

NVDA and the hyperscalers are one of the only two segments of the market that are actually undervalued right now because everyone hates them and wants there to be a bubble. The only other one is even more hated: traditional telecommunications. Think Comcast, Charter, Verizon, AT&T, etc. Comcast ($22.18B) makes more in operating income than Tesla ($4.77B), Netflix ($12.64B), Palantir ($0.85B), AMD ($3.05B), AppLovin ($3.47B), and Intel (-$1.47B). In fact, it makes as much as all of them combined. But each of them have at least twice the market cap (Tesla about 15x).

Life_Show8246

It will be nice to see competition from China with western chips. I hope this carries over to the consumer market as AMD and Nvidia have had a monopoly on high end GPUs for quite some time now. https://preview.redd.it/xtt6ehra314g1.jpeg?width=612&format=pjpg&auto=webp&s=823436f5a12c5bfedb562768b2ac939659243f95

Short-Dependent7676

I pretty much stalk computer parts prices like every week and I saw an AMD chip which normally retails for $479 listed for $479 as a “Black Friday deal” and their “MSRP” of $519 was crossed off.

modder9

Intel lagged behind AMD for 4 years on 7nm processors. They got fat/lazy with their market dominance. These talks of 2nm processors will be delayed for a decade.

Aero4000

AMD does not have better gpus lol. Better cost to performance ratio, yes, but not better performance. And nvidia doesn't make LLMs, they supply all the gpus to google and everyone else. Fuck nvidia though. I'm not touching that shit after all the blatant manipulation.

JakeTappersCat

Nvidia is the new AMD lmao

sandygws

'AMD has better GPUs' ROFL

MichaelJamesBurry

Why would anyone buy NVDA? AMD has better GPUs and Google has the better AI

poomsss0

AMD's flagship gpu performance is as good as Blackwell but cheaper. Why nobody prefer them? It because NVDIA ecosystem. TPU wont sell

wa_2050

NVDA red and AMD is green.. Recession indicator.

Ok-Muffin-6901

If i wanted red i would have bought AMD!

andytobbles

AMD is about to make a break on a double bottom to the upside

TheoryInttro

Ok, AMD. Keep away from Clifford today, he is not as friendly as the PR says.

juveyjords

The market has fallen numerous times since may. AMD was 193 from 260 just a few days ago

ipeench_

Honestly I don’t look at Greeks. I’m basing my trades on technical analysis. MACD, RSI, On balance Volume, and lately regression channels. The regression channels are what changed the game for me recently. I have a channel drawn from end of October to current for AMD and then I buy puts if it’s at the top of the bear channel and calls if it’s at the bottom of the bear channel.

Seaweedminer

TPUs aren’t really close to Nvidia chips both in ecosystem and performance on the high end, and they aren’t publicly available outside of Google products. Google is still a buy if they can get their chips in other products, and they strongly compete with AMD in a space AMD never truly got into. 

OGMrzzz

Why is AMD up?

Upstairs_Whole_580

I don't DCA. If I like a stock and I want to put X% of my portfolio into it, I'll buy 5000 shares right then. I bought AMD... which is a bad example because in the 70s, it was obvious. But I DO regret this one. AVGO. I caught that falling knife at 170 and I had an experiance CFA who I'm friends with who... pushed AVGO on me(he also pushed NVDA on me in 2019, so I listen) but he said just watch everything Trump's saying... and keep monitoring. So that's the ONE time recently I guess I did technically DCA. I bought 4750 shares at 170 and then at 140... I went back in for another 5,000... actually, 148. My 2nd is I NEVER follow through on my exit points and I'll often take off a stop-loss if I think it's stupid. Like NVDA... I bought 1500 in 2019, 1000 in 2023 and I said if if it got to 1000. Then I said... if it gets to 143, I'm out. Then it was 180, then 210... and I'm still holding and I got burned on this in '22 when it went from 325 to 120. Fuuck... I also have a 3rd. Since '22, I've been in NVDA, TSM, AVGO, AMZN, GOOGL, META, MSFT and that's about 90% of my portfolio. I'm 100% of the people on here who does NOT think the AI bubble has even started and I'll 100% be the person on here talking about how I was going to retire and raise my kids so I didn't miss time with them and now... I'll be working until 60 like a regular poor. But seriously, 240, I'm taking 20,000 shares out of NVDA and just putting that aside into bonds. I'm only 39, but I don't... want to have to hear ethe "oh, you have time to make it up." I also just cannot sell after those earnings.