AMD

bananashakewithice

lol I’m just lucky and had conviction. Can’t necessarily give you a CAGR. My bet was heavily on AMD as that was my go to stock to DCA into. And I was very early into RKLB. The rest I have grown through options and leaps.

novqnity

Fr though... Got somewhat lucky with AMD but this was something I thought about buying when trump shouted them out, I kinda regret it... 🤦‍♂️

anotherhappylurker

I do own Nvidia but I got in pretty late. I haven't made even half as much profit from Nvidia as I have from AMD.

gkdjsl

ungngg re-open the casino, I want to see AMD pop back to $525

Legitimate_Cable_811

Why is shit i dumped years ago ripping now? AMD, MU, DELL. I gotta go back and see what else i dumped

usclovr

around New Year's Eve/New Year's Day, Wall Street Bets will post a thread with the top 10 stocks of the year to follow. Everyone comments what they think will be the biggest stock of the year and then they compile it into a list of the top 10. I also skimmed the message board for 10 more that didn't make the top list but were mentioned heavily. I invested $300-$750 in each of them. Some are doing really well like MU, NBIS, AMD, AMPX, and PL, none of which I would've known about if it wasn't for that thread. Again I didn't invest large amounts but the gains are good and that's how I found out about them. I know it's a long time from now but every New Year's they do this thread so keep an eye out for it

IHadTacosYesterday

I got lucky this year because Google and AMD were my two biggest holdings. I was crazy overweight in AMD and it's paid off huge. However, what a lot of people don't say, is that they sold too early. Like me. I sold 15% of my AMD at $293 per share. Then, I sold another 10% at $342 and another 10% at $442. I recently sold some at $503. It's still be fantastic, but man.... I'm thinking about the shares I sold for $293, because I wouldn't be the least bit shocked if AMD hits $586 in June, and I'm going to feel like a massive dumbass for selling those shares for half of what I could have sold them for. Oh well, I guess it's better to be pissed about leaving $$$ on the table, instead of being pissed about zeroing my entire account. After Google and AMD, rounding out my Big 5 is NVDA, AVGO and PANW. So yeah, kind of a magical year so far :)

Vast_Cricket

What goes up will quickly come down. To anticipate the market crash one needs a strategy. I know several people involuntarily left Sandisk taking a gov't job. That works for AMD also. Semi before was a night mare a few years of good money next your service is no longer required you. director, VP all met at job fare.

fishboy3339

There will be a few who get lucky and yolo their whole bankroll and hit. I bought MU, it went way up. I’m not rich because I only dropped a grand or so. I can’t put my whole bank roll into one stock. I rode the AMD and the Nvidia wave. Still not rich. But I’m doing good enough for me. You will see the opposite too They yolo their whole bankroll, it tanks and they are filling out applications at Wendy’s the next day. Diversifying investments curbs risk, how much risk can you tolerate. Seriously don’t worry what others are making but read what others are buying, asses the risk yourself and how that fits into your investments.

Necessary-Shallot976

First off, congrats on making money - all you are ever rewarded for in the capital markets is taking on risk; it is no small accomplishment to identify a gap, an opportunity, or to see around a corner and then to have the psychology to hold onto that convinction. Good on you! Here's the key question you have to ask yourself - at today's price, would you buy more of this stock? If the answer is no, your conviction is gone, your thesis has changed, or you never had a thesis in the first place. That's OK - you're allowed to change your mind and you are certainly allowed to get lucky. Cash that check in, lock in those gains, and don't do dumb things with the profit. If you are still a buyer at the current price, then your conviction is strong, or your thesis is still intact - let your winners run. People don't seem to grasp this concept (I've spent 20-25 years in the markets and this is still an error I see / make myself on occasion) - it's not the frequency of the win, it's the magnitude that matters. Who cares if you have 1,000 wins of $1 (high frequency-low magnitude) when a single win of $100,000 (low frequency-high magnitude) is what actually matters. Folding a royal flush is not a winning strategy because they don't come around that often - maximize their value when they show up. There is a third option (quite literally) - if you want to keep the upside exposure, sell the shares and buy some options (e.g., LEAPS) - you lock in some gains, retain upside exposure. Or, determine what amount of loss / price point would make you uncomfortable and purchase puts for that strike. Your shares are your upside exposure, your put is your downside insurance. But start by figuring out if you're still a buyer at the current price - if you had a $50K windfall today, are you buying more AMD?

starark

AMD is going higher. Sell later on and reinvest conservativly and retire early

sirzoop

Well I've been building positions for over a year already so it is a bit late but AMD, DELL, AMZN, META, TOST, NOW basically I believe undervalued companies that will benefit the most from AI and SAAS are set up to parabolic in the long run

tessie_trades

I’m done gambling now I became a real trader by religiously following papa trumps trade picks till it stops working also some one please give me 3 picks for next MU BE and AMD

MediocreDesigner88

Patience is one factor. You’ll find stocks mentioned here that if you try to ride one wave and sell in a couple months, you miss out on the massive gains. I did that with AMD and ASTS for example, currently holding Poet for the long term.

Waiting4Reccession

When AMD gave openAI 10% of their company for basically nothing I began to lose interest in amd. The demand spike wouldve carried the stock on its own instead of doing that retarded deal.

fspodcast

My portfolio of about 200 tickers actually has little AI on it, I sold most of it, my thesis on AMD and Micron was correct from 2 years ago but I didn't think they would go parabolic recently. Even so, I'm still up above the SP. But I'm not posting nothing to your wack ass lol

tortoisepump

Old: FAGMAN Facebook Amazon Google Microsoft Apple Netflix New: RGARDS Rocketlab Google AMD Reddit Dell SpaceX

larrylegend1990

People here cannot wait a few weeks for a stock to go up… from Jan to April, people clowned on AMD for not moving past $230

Silly-Spinach-9655

AMD is a much worse stock than all of these, even bulls will agree

Resident_Window_9369

Should have bought calls on AMD! that thing rocketed back up at close.

Sstraus-1983

Not good for USA economic security to have most manafacturing done there. TSM won’t bring latest nodes to states. That’s why we have Intel manufacturing chips. AMD is the Taiwan shield company. And have nowhere anywhere near the CPU market share that INTC has in data centers and pc’s. 70%-30%. Don’t see the fanboy hype. And don’t tell me their chips are better than Intel now because that’s false. Too much risk with AMD for a long Sanctions or tariffs geopolitics

RainieY

I would say this week, it has been NOW and UPST for me. [Very crazy week, +137k in 5 days](https://imgur.com/a/FKVj4H9), probably best week ever or close. I sold all my NVDA and AMD shares, AMD at a bad time and bought ServiceNow, doubled down on a previous position in UPST and then the rest diversified in smaller positions, mostly high risk high reward but acts as a diversification as well. [My current portfolio](https://imgur.com/a/rjF881m)

14X8000m

I could see it pumping to $20 on the news alone. Long term depends on supply chain support, if Nvidia / AMD / RAM are available. They're debt free if you discount cash, margins up on the transition and reached retail eyes. EOY, $30 is possible with execution.

greyenlightenment

ppl going to be posting screenshots of massive dell, MU, AMD gains

Bgabes95

RXT is Rackspace Technology, they recently partnered with AMD so their stock shot up from $2.5 to like $7.5 within a few days of the announcement. It’s been hovering around $4-5 the last few days though. If it breaks out again because people are becoming aware of the partnership, or if some promising news comes out, I see it at least doubling. BB and NOK are definitely solid long term, but I assume it probably won’t fully take off for a while. Theres a lot of volume with them in the past week, so who knows, they could jump at any moment. I’m more short term interested in stocks, swinging where I see potential for even just a little gain. Outside of these, my port is primarily Nintendo because I think they’re oversold, and AMC for the low risk and potentially high reward if they revamp their business model and become more profitable.

daytrader7222

Funds were swapping their profolios last 20 mins? MU, SNDK, AVGO, and AMD all rebounded while NVDA, GOOG, and INTC drilled last 20 mins.

FatFluffyFish

Did our 🥭 announce he's selling NVDA and buying memory and AMD or what LMAO

One-Process-6547

Massive moves in the last 10 mins - AMD up SNDK up MU up MSFT up NVDA down Has to be some news

oPeritoDaNet

Haha I was in AMD and Xilinx before the merge… good times of Advanced Money Destroyer

TernTheNumbers

Nobody knows, but AMD spiked like crazy at the same time.

The_Albertino

AMD jumping $10 to end the day like it’s a meme stock

EdoTensei10

AMD and AVGO both pumped the moment NVDA dumped.

Bichael-Murry

One man's trash ($NVDA), that's another man's come up ($AMD)

Candid_Consequence94

AMD puts!

fallingdowndizzyvr

Considering that everything I've sold from APPL to NVDA to AMD has kept rocketing after I sold it, I'm hanging onto my MU. Or I should I say, what's left of my MU. See, I can learn.

Pyrrhic_Pragmatist

I've been stressing about this situation also. I bought a lot of stock on margin at the lows, and I'm up $20k since then, but I have added pressure from the margin rates vs short term tax implications. Broadly speaking, it's cheaper to hold if the share price holds or rises. My long term capital gains rate would be 0% so that's very tricky. On one hand, we're well off the lows and it makes sense to trim to get reduce debt down and have some dry powder. But on the other hand, things like AMD I had no prior positions in, so I have to try to keep some as I could not easily get back in at such a low cost basis.  It therefore makes sense to hold and just pay the debt down over time. I didn't just buy tech though, some things like metals lost money, so for that I have delay selling a bounce because of wash sale rules (cost of repeat buying on the way down). So I'm trying to de-lever, lock in gains and hold core positions all at the same time. I have a Roth account with the same holdings to compare my efforts against. They're roughly comparable in gains, margin slightly better but that includes direct contributions.

Total_Rice422

I understand profit is profit but momentum is on our side right now. I sold half my Intel shares at $83, my CB is $27. Sold waay too early, it climbed to $120. My AMD is scaring me but again momentum is on our side. Take profits but dont sell everything, never. I really hope your dumping it into something else and not sitting on the side lines with a bear attitude.

Healthy_Mark_6139

I did that with AMD, MU and INTC. A year ago 🫠

Ok-Psychology7619

> I think there's room for them to ride the AI wave, but I also don't see them beating Nvidia anytime soon, if ever. Based on this, I'd say sell. AMD competes with Nvidia in one market, but they also have server CPU's which Nvidia does not.

Exciting_Kale986

I mean people were falling over themselves helping the guy in the other AMD. post on this forum, so shockingly I was hoping for some empathy and useful advice for someone with no stock trading experience. I high bar, I admit…

Exciting_Kale986

I meant “yet another” because I’ve seen another post where someone was asking about what to do with AMD, but their situation was quite different.

Exciting_Kale986

I meant “yet another” because I’ve seen some other people asking about AMD but different situations. But yeah, glad to see empathy is alive and well here…

Candid_Consequence94

Puts on AMD lmao

123tl

I am not sure why you even commented. My post was directed at OOP, not some rando dripping with jealousy. Anyway OOP, percentage increase is arbitrary. It's whether you still believe in the company or not. For myself, I continue to believe in their CEO. Holding a volatile stock like AMD over a decade is no joke.

Candid_Consequence94

Puts for AMD!

PuzzleheadedRice6968

https://preview.redd.it/20qn09ta544h1.jpeg?width=1206&format=pjpg&auto=webp&s=381de8dab0520fa9f740d65659b680822b718de1 I have diamond hands. AMD and INTC have more room to run!!!!

Candid_Consequence94

Puts on AMD guys!

bbatardo

Covered Calls are pretty easy. In simple terms, you sell the right to sell 100 shares for the strike price you set and you get paid a premium up front. In the above example if you sold 1000 AMD Dec 2028 Covered Calls then on that date if AMD is over 1,000 (Even if it is 1,001 or 5,000), you would sell 100 shares for 1,000 each. If AMD is under 1,000 nothing happens. You keep the 13k regardless. The risk is you lock in your max profit and if AMD goes parabolic you don't get those extra gains on the expiration date. Also you can risk missing a huge gain... For example, say AMD hits 2k next year, but then the bubble pops and AMD goes back to like 300 by the time it expires. Sure you got 13k for free, but you missed an opportunity to sell for 2k. If you ever do consider a covered call, do it when you are ready to let go and do about a 3-6 month time frame.

Timasabi

Intel is the better alternative than AMD

WordsHappenedHere

Profit taking in AMD and INTC is going right into NVDA. Today. Breakout imminent.

Candid_Consequence94

Time to get AMD puts

Exciting_Kale986

Is that jealousy I see? I’ve seen a few people saying they have that much or more in AMD because they are older and have held the stock forever. It’s not exactly inconceivable…

Remote-Book-8616

This is the best AMD bear case I've read. And the data backs most of it. P/E 162.64. EV/EBITDA 43.89. Bull 88, Bear 85 — nearly tied. My AI agents couldn't agree either. HOLD 59/100. Your margin compression thesis is the real issue. MI355X on TSMC N3 with premium HBM3E, sold at a discount to B200. That's a margin nightmare before ROCm even enters the conversation. The 20% TAM capture math is also right. $200B revenue to justify current valuation means flawless execution for 4 straight years in a market where Nvidia is actively defending, hyperscalers are building their own silicon, and AMD's software stack is still catching up. But here's what the bears keep missing — AMD doesn't need to beat Nvidia. They just need to be the credible alternative that Microsoft and Meta call when Nvidia can't deliver. That's a smaller TAM but a real one. MACD bearish. Trend strength only 7.1% despite 352% YTD. Momentum is fading even as price holds. Your senses might be right. The setup feels like late 2021 Nvidia — priced for a future that may arrive, just not on this timeline. https://preview.redd.it/7vrxqnxkt34h1.png?width=2880&format=png&auto=webp&s=7a2303c9725af076e10a0d7960ecff4f2321dc41

Sstraus-1983

AMD is a fabless Taiwan sheild company that just sends to Taiwan like everyone else. Don’t get the hype. Intel, that’s a real semiconductor company that manufactures their own chips and for others.

9yr0ld

Bro give me one good reason why I should be convinced by AI slop where you prompted it for a bear AMD case. I mean should I go prompt it for why I should be the king of England and see what you think there?

Nike_J

Sorry, my bad. I copied it from my other post and reddit has horrible formating... https://www.reddit.com/r/AMD_Stock/s/XNCFssiXpy

Data_Dealer

Claims to have been following AMD for years, doesn't know how the Xilinx acquisition impacts AMD's P/E.

DerNeko

The specs you posted don't even make sense. There are no values under AMD **MI355X.**

abrahamlincoln20

Got into AMD in 2016.

AdOk3638

AMD. Nvda is just a boomer stock now.

AwkwardObjective5360

PLTR once hit 600 and they sell nonsense (which I own) So AMD at 170 isn't screaming sell yet

wombweed

CUDA lock-in had me worried about AMD’s future in this field, but they’ve already made good inroads towards painless compatibility, with more on the horizon. I’m hardly a systems developer, but I understand it’s never been cheaper to ship a reverse engineered binary compatibility layer, and consensus is emerging around the legality of that, too. With that in mind I see bright skies ahead for AMD.

youyololiveonce

Agreed buy more NVIDIA short AMD

Top_Category_2526

PE RATIO IS FOR GAY PEOPLE in 2023 AMD has a 1000 PE ratio and the fucking stock still going to the moon so shut the fuck up and go back to do dishes

pooterssssssssss

why is AMD red?

Rav_3d

People don’t realize how improbable this market run has been. Stocks as big as AMD rarely make moves like this. Not saying it won’t continue. I think we go higher in the long run. But markets cannot keep going straight up without digestion. If I were you I’d sell 1/3 of the position and hold the rest. Then you’re playing with house money.

GloomyMembership4197

DOMINATE - Dell, Oracle, Microsoft, Intel, Nvidia, AMD, TSMC, E(A)PPLE

Delicious_Baseball54

Let runners run, I’m almost up 200% on AMD. I sold some winners before and it went 2-3x after lol

New_Possible_284

I bought AMD, QQQ puts a month ago and they expire today, it means market reversal starts on monday

Lastliner

300% is a nice profit, but still it is on paper not in your account. My suggestion, sell 1/3rd of your shares and then once you get your invested capital back, ride the wave or burn out, either way you only lose or gain the margin from your profits. Then, 50K needs to be invested in the new AMD.

MrBlueSkyWars

Bro could be talking about google, nvidia, AMD, intel, hell even Wendys, but bro instead wants to bet everything on scrap metal.

Ambitious_Special_95

Don't even have one; my largest holdings have been AMD and META for quite some time. KRKNF is too small a company for me to have any legit price target. It is my current growth stock in my portfolio. The company has a really solid foundation, and they have a big acquisition coming up soon; they have ties with Anduril, and I feel like this company has huge upside potential.

Hugheston987

Question is, what do I sell to buy it. I've got MU, TSM, AMD, and Nokia.

Mysterious_Swim1923

an interesting investing dilemma because it becomes less about “is AMD a good company?” and more about portfolio management, conviction, risk tolerance, and what role that position plays in your long-term goals. A lot of investors eventually wrestle with whether to trim winners, let conviction compound, or rebalance without completely exiting. Been seeing more investing discussions like this lately. There’s also a trading/investing community linked in my bio for anyone into trading ideas, learning, and strategy conversations.

Great_Top_3949

Few points I wanna make. Analysts believe 2030 revenue will be around $120B, and many think it could reach $150B. Second, capex likely won’t slow down until at least 2028, so AMD revenue growth looks almost guaranteed through then. Personally, I don’t have a huge dollar position, but AMD has grown from 5% to 20% of my portfolio. My cost basis was around $110, I think. I’m considering trimming about 20% around $613 (when AMD reaches a $1T market cap), which honestly feels inevitable. If I sell I am putting that money to either one of these - META, MSFT, AMZN or CRM.

betcho

I sold 50,000 shares of AMD in 2012, my cost per share was roughly $2. - Sold it to pay student loans... such is life, this is nothing. Remember the Bitcoin pizza guy? On to the next journey. - Also, I probably would have sold it a million times over throughout the years before it got to this point, so there's that haha

Fraxial

Should I sell my AMD shares ? +330%, but I don’t even know what I would buy instead.

Fritzy0811

Personally, if I was up 300% with no capital gains tax, I’d at least take some profits off the table. Doesn’t have to be all or nothing either. Selling a portion can lock in something meaningful while still leaving you exposed if AMD keeps running.A lot of people regret never taking profits way more than they regret trimming a position that still goes up later..

_LonePhoenix_

AMD puts celebrating

Misaka9615

People are screaming AI bubble with PEs ranging from 20 to 35 (ignoring outliers like AMD INTC) and Costco has a 50 pe. Fifty.

TheSauce69

bro why isn't AMD up 30% fucking rigged market

FakeMetsFan

I'm also the same age but I'm heavily invested in tech (NVDA,MSFT,GOOG,AMD,PLTR,AMZN) as I believe this AI cycle will continue for a few more years at least. I'm going to ride this till I hit $10MM. 20% in AAPL and COST as these are my buy and hold forever companies for me.

OnlyTheStrong2K19

You've answered your question. You don't need the money now. In our lifetimes, we come across a few big opportunities that we knew can compound big and yet chose not to hold long enough to see the magic happen. There'll always be other opportunities, but maybe not as huge as the one you have right now. I too am a fellow AMD investor for holding for exactly 3 years. I've been DCA big since I first bought it. Only you can decide what do you want to do here on out. Unlike NVDA, AMD sits in between both CPU/GPU worlds.

Successful-Two-114

The volume on this is absurd. It’s exceeding AMD and ASTS combined. It’s exceeding NVDA. There’s a lot of pressure keeping the price down.

Lakeview121

Congrats. I’m holding AMD, I’m up a little over 200%. I think the company will be profitable and growing for several more years. You could always sell 50K worth, get the principle back with a nice gain, let the rest ride.

Independent-List-242

**AMD, please stay in sandisk mode**

NeighborhoodBest2944

Can’t tell you what to do but it’s usually wise to hold cyclical semis until 18 months prior to earnings peak. AMD is thought to peak in 2029/30. I’m holding long.

waitmyhonor

About to do a $7 call for SPCE because y’all keep hyping it. I listened to you all when you kept saying AMD, ASTS, RKLB, and some other shit where you all let me down with SoFi but everything else has been aces. Placing my first option LMAO

the-future-is-now-

AMD/INTC/MU ran up a lot more in the past two months. I guess I hate money.

anotherhappylurker

Don't take financial advice from me, but just a warning that I've done this in the past for stocks like Amazon, Google etc., and there were times when my 20% stop loss got triggered because of a big event that shocked the entire market, not just that individual stock (i.e Covid, Iran War etc.). The entire market then bounced back to all time highs within a matter of weeks, and I lost 20% of my initial investment instead of being able to hold and ride the wave. So that's why I didn't set any stop loss for AMD.

ixvst01

Damn, that's a large holding. I only have 41 shares of AMD, but most of my other top holdings are also tech and semis. I still plan on holding everything for now though. https://imgur.com/a/qpfDADU

aronnax512

You don't stick the derisked portion into a savings account, you roll in into a broad market ETF. It's also not going to zero (AMD is still a well run, profitable company with physical assets) but it definitely could tank 70% (it also could keep running). You'd be in a position where it'd be like if you'd bought VT or VOO with that initial money, plus received "free" shares in AMD equal to 2/3 of you current AMD share position. The point is to set a floor under your winnings where you won't backslide below where you'd be if you did the safe thing in the first place, without completely sacrificing future upside.

RixaRax

AMD’s flagship MI455X completely outclasses Nvidia's Blackwell B200 in raw memory capacity and speed by jumping to next-generation Next-Generation 2nm Architecture over Nvidia 4nm AMD’s chiplet strategy means they build several tiny, highly perfect compute dies and link them together. This modularity improves manufacturing yields dramatically, slashing AMD's silicon production costs by 30% to 40% compared to Nvidia. Breaking the NVLink Network Lock.. NVLink allowed thousands of GPUs to talk to each other seamlessly in a supercomputer. AMD is neutralizing this tech advantage by deploying UALink (Ultra Accelerator Link) and the Helios Rack-Scale Platform. Backed by heavyweights like Meta, Microsoft, and Google, UALink creates an open, standardized networking fabric that matches Nvidia's interconnect speeds without locking buyers into Nvidia's proprietary switches

Usual-Championship88

Dell, Intel and AMD this last year … woof!

Flolife2

I was last here when AMD was at 165$

andytobbles

Rotation into software from semis is very clear right now but I have no doubt yall will still buy AMD and MU calls

RixaRax

I would hold AMD until you retire man. AMD is about to take over CUDA from Nvidia and take a lot of market share very soon with their new chips

Acceptable_Ad1685

Idk since I opened my Roth IRA I’ve always held some Nvidia, Intel, and AMD And some defense stocks like Raytheon and LMT Along with a couple EFTs I’m considering selling though for once but idk what I’d replace them with

Intelligent-Log191

That wasn't one bad pick, it was ticker roulette with margin. AMD -> AMZN/INTC -> LMT/FIG -> RDDT -> uranium -> NOW all-in is not a portfolio, it's revenge trading in a trench coat. Next trade needs a max loss and an invalidation before you click buy, or the family finds out eventually.

XYHopGuy

> Nvidias market cap is largely due to AI. AI is shifting in a new direction, one they aren't completely prepared for. ??? Agentic AI requires large, networked GPU clusters. I assume you're referring to CPU demand, which rises as a consequence of increased GPU capacity. Blackwell was exactly what being prepared for Agentic AI looks like. Even if Vera competes with Venice, you won't see AMDs share price nor earnings tank- there is just too much demand. Ffs Intels multiple is ridiculous, it would take a miracle if a chip with insane supply to impact AMD or intel. What I'm saying is AMDs current valuation / multiple is based on what they will very very likely accomplish in the next year and really has nothing to do with NVIDIA. CPUs will be a small fraction of the total AI TAM, but the magnitude of TAM is much larger than anyone expected. Ironically, the strength of AMDs upside in the GPU space comes from their lack of success thus far. No where to go but up.