AMD

CATLLM

Zero reason for AMD to be green

alarickeil

Maybe sprinkle in some AMD too if it keeps pulling back

erichang

Their PEG is 1.37, so I am not sure how you can call it cheap. AMD has PEG of 0.74. Do you think it is cheap or expensive ?

CATLLM

AMD dump, i know you wanna

CATLLM

Please tell me my AMD puts are ok

Christiano97

Should I buy 100 shares of AMD or Coreweave for the overnight pump?

981flacht6

[https://x.com/GavinSBaker/status/2038704756550472002?s=20](https://x.com/GavinSBaker/status/2038704756550472002?s=20) I'm out. Good luck. ARM, META, Nvidia, Intel, AMD, are all sold out.

hailfire27

Lol that's such 2024 bear thesis. The only closest competitor was AMD and they're not even close. Not even Chinese companies have been able to get any closer

No-Improvement3164

Every bone in my body says AMD drills to 160 but it I buy puts it goes to 240.

Little-Revolution650

Too many to list, but the ones I see with the most potential right now for the price they are at: MSFT, RKLB, NVDA, ELF, EME, SOFI, and CELH. Others who are not quite there yet IMO and still have room to fall before they bottom, but on my watchlist: GOOGL, AXP, and AMD

CATLLM

AMD is like leveraged tech when the market tanks - puts.

Status-Net2947

AMD, PLTR and TSLA only stuff I’m positive in … the remaining is shivering

Happy-Champion1661

They are not down that bad, yes NVDA is down from 180 to 165, guess what it has been at 180 for months with ATH at 210. MSFT was at 380 last month, it's now at 360, AMZN being down 3.5% is a lot? It's higher now than its earnings day price! They are at similar levels, AMD is practically unchanged, semis in general are strong. If SPY wasn't down 10% you wouldn't even notice this up/downs

RegardedDegen

I'm just sitting here selling AMD covered calls.

AgitatedJump8459

Accidentally bought AMD shares today. Sold just now in the pump. 1$ loss bc of transaction costs. I feel regarded but happy I got rid of them shares holyfuck. Tomorrow is gonna be a bloodbath

Singularity-42

Right now, I'm not buying yet, I'm trimming slightly but mainly holding. I'm about 40% or so in safer equities. I had Claude Code churn for half an hour doing research, maybe someone else finds this helpful. This is the chapter analysing current situation and most likely scenarios (bear/bull/base): ## PART 3: THE THREE SCENARIOS ### BEAR CASE (20% probability) **What happens**: April 6 deadline passes without a deal. Trump follows through on threats and strikes Iran's energy infrastructure. Iran retaliates by escalating Strait closure, activating Hezbollah and Houthis more aggressively, and potentially striking US military bases or allied oil facilities in the Gulf. The conflict drags into 2027. Oil hits $150-200/barrel. **Market impact**: - S&P 500 enters bear market territory (-20%+ from highs), bottoming around 4,600-4,800 - Full recession in H2 2026 (unemployment rises above 5%) - Fed forced to choose between cutting rates (to save economy) and hiking (to fight inflation) — likely freezes, worst of both worlds - Tech/AI stocks drop another 15-25% from current levels as consumer spending collapses and energy costs eat into data center profitability - Gold potentially retests and exceeds $5,279 high, silver could hit $90+ - Energy stocks and defense stocks surge further - Tanker rates stay at record levels indefinitely **What this means for your AI positions**: NVDA, GOOG, AMD, TSM all take another major leg down. BUT — and this is crucial — the underlying businesses don't break. AI demand is enterprise/government, not consumer. The capex commitments from Meta ($27B Nebius deal), Microsoft, etc. don't get cancelled because oil is $150. The stocks just get cheaper while the businesses keep growing. This is the "painful but ultimately an opportunity" scenario for a long-term AI bull. **What triggers this**: Trump following through on April 6 threats. Iran launching a major retaliatory strike. Houthi blockade of Bab al-Mandeb. Chinese intervention on Iran's side. --- ### BULL CASE (25% probability) **What happens**: Pakistan-mediated talks produce a framework by mid-April. Iran agrees to reopen Strait of Hormuz in exchange for a ceasefire, partial sanctions relief, and face-saving concessions. Both sides claim victory. Hormuz partially reopens within weeks, fully by June. Oil drops back to $75-85 by summer. **Market impact**: - S&P 500 rips 10-15% higher in weeks (massive short-covering rally) - Nasdaq and tech lead the recovery — they always bounce hardest from oversold conditions - AI stocks could recover most or all of their war losses within 2-3 months - Gold/silver sell off 15-20% (safe haven trade unwinds) - Tanker stocks (STNG) crash 30-40% as rates normalize - Defense stocks give back some gains but retain elevated spending levels (European rearmament is structural) - The "AI bubble is over" narrative dies — everyone remembers the AI buildout is real **What this means for your AI positions**: NVDA back toward $200+, GOOG toward $300+, AMD toward $230+. The beaten-down stocks bounce hardest. This is the scenario where you kick yourself for selling too much at the bottom. NBIS, PLTR, and other high-beta names could rally 30-50%. **What triggers this**: Iran's government, under severe economic and military pressure, accepts a face-saving deal. Trump needs a "win" before the political cost of oil prices gets too high. Both sides have incentive to find an off-ramp. Pakistan/Turkey/Egypt provide diplomatic cover. --- ### MOST LIKELY CASE (55% probability) **What happens**: A prolonged, messy, inconsistent de-escalation over 2-4 months. Here's how it plays out: 1. **April 6 deadline gets extended AGAIN** (most likely). Trump has already extended twice. He doesn't actually want to bomb power plants — the humanitarian optics are terrible and it would guarantee Iranian escalation. He's using the threat as leverage. 2. **Strait of Hormuz partially reopens** through a combination of Iran's "tollbooth" system expanding (more countries get access) and quiet diplomatic agreements. Oil doesn't drop to pre-war levels but gradually declines from $115 to $85-95 by June/July as supply partially normalizes. 3. **No formal peace deal, but an informal ceasefire** emerges by late May/June. Air strikes taper off. Iran saves face by claiming it defended itself. Trump claims he destroyed Iran's nuclear program (partially true). Neither side achieves maximum goals. 4. **The economy avoids recession** but growth slows. GDP growth drops from ~2.5% to ~1.5-2.0%. Unemployment drifts up slightly. Inflation bumps to 3.5-4% temporarily but doesn't become embedded because the Fed holds firm and energy prices gradually decline. 5. **Markets grind back slowly**. Not the V-shaped recovery of the bull case, but a steady climb back. S&P 500 reaches new highs by Q4 2026 or Q1 2027. **What this means for your AI positions**: - **Near-term (April-May)**: Continued volatility. Stocks trade on headlines, not fundamentals. Every Trump tweet moves markets 1-2%. AI stocks stay choppy but stop making new lows. - **Medium-term (June-August)**: As oil gradually drops and Hormuz partially reopens, the "stagflation" narrative fades. Tech/AI starts to outperform again as the market remembers these companies are growing 30-200% per year. - **Longer-term (Q4 2026)**: AI capex cycle is intact. Meta, Microsoft, Google, Amazon are not cancelling their AI buildout plans over a temporary oil shock. NVDA, ASML, MU, AMD all re-rate higher as the war fog clears. Your positions recover. **Key supporting evidence for this scenario**: - CNN analysis (March 27): "The dynamics suggest the war is likely to end with a whimper not a bang" - Bloomberg (March 25): "Markets bracing for Iran war shock are ignoring resilient US economy" - Analyst consensus: 25% chance ends by May, 45% settles fall 2026, 35% extends into 2027 - Historical pattern: Average correction recovers in ~4 months once it bottoms. Average war-related selloff recovers within 6-12 months. - Trump is transactional — he wants a deal, not a prolonged war. The economic cost to his base (gas prices) is a political liability.

OsamaBinBrowsin

I picked up AMD shares like a boomer on Friday. Up like 2% pre market and ended -3.66%. Even playing it safe I lose money

AgitatedJump8459

Buy list: AMD UUUU CRML ASML ASMI BESI (maybe) GOOG MT Am I regardi?

UNPAIDBILLS

!banbet AMD +3% 2d

CATLLM

AMD puts printed 300% what are you talking about? Everything is dumping.

optionsmaster42069

AMD is one of few semis still holding its daily 200 which is objectively hilarious.

Pretty_Ad_7885

fucking AMD V8 diesel chips

Comfortable-Sky7801

MU SNDK TSM INTC AMD getting rekt

Hamzehaq7

ugh, feels bad man. ORCL is kinda in the shadow of those AMD vs Intel debates right now, so I get the frustration. sometimes it’s just timing, ya know? bill ackman saying it's a good time to buy quality stocks could mean we just gotta hang tight for a bit. any chance you have a plan if it dips more?

sharkenleo

Sure but the thing that's strange is NVDA and AMD pretty much flat, AVGO and TSM down about 2%. I guess MU is fucking it badly.

Boheed

that voice telling you to buy MSFT and AMD? that's Jesus talking.

New-Length5593

If AMD is up pre market then I know we are absolutely FUCKED

Mavnas

This means there's an alternate universe where AMD stands for Advanced Money Doubler.

Typical-Layer-1253

The AI stocks are holding up quite well. NVDA doing fine. AMD been fine. AVGO TSM… even NBIS . Let me guess you bought garbage companies without researching?

Status-Net2947

Does it make sense to completely abandon PLTR and AMD (30% of my port) to pump up other stocks like MSFT and AMZN in my port?

corundum9

Loading up on cheaper shares of QQQI and SPYI in case the market trades flatter long term. Add every week to SCHG and SPMO. Also DCA'ing into AMD, Google, AMZN, and BROS.

Bidhitter400

You just said previously that you would re buy AMD in your example above now your saying your gonna buy USO In done

sattlerreader

Really? That makes no sense. Take the AMD example, I’m down 2k and sell, I then use the money to buy USO and make 2k. There’s no tax loss harvesting allowed because it’s still all in a tax advantaged Roth account. At least that’s my understanding. You cannot tax loss harvesting trades within your Roth account.

viva_lee

NVDA is solid for long-term if you believe AI compute demand keeps scaling, but at this valuation you're paying for a lot of that growth already. The real question is whether their moat holds as AMD, custom chips (Google TPU, Amazon Trainium), and open-source inference catch up. Nebius is interesting as a bet on AI infra outside the US, but it's much higher risk. Smaller player, less proven, and geopolitical overhang from its Yandex origins. Could work as a small speculative position but I wouldn't make it a core holding. If you're looking at the AI theme for 2030, I'd think about it in layers. Chips (NVDA, AVGO), infrastructure/power (VRTM, CEG, VST), and the companies actually deploying AI to drive revenue (META, PLTR). The power angle is one a lot of people overlook. These data centers need massive amounts of electricity and the grid isn't ready. For the 1-2 year plays, honestly pay attention to what big institutions are doing in their 13F filings. When you see multiple hedge funds loading up on the same name, that's usually a signal worth watching.

sattlerreader

Allow me to pick your brain, if you don’t mind. So I understand the reason wash sale rules exist. And I understand that how selling a loss in my brokerage account and buying the same stock in my Roth can inadvertently trigger the wash sale rule. But within my Roth account, assuming I don’t lose it all, how can a wash sale be triggered? Like say in my Roth, I lose 2k on AMD, if I sell it and buy AMD within 30 days, would that trigger a wash sale? It’s supposed to grow tax free anyway. And I can’t tax loss harvest a loss in a Roth account as long as it stays in the Roth. So why would trades trigger the wash rule? Am I over thinking it?

Soossaaaa

a lot of stock valuations are unbelievably undervalued. - RDDT at $120 when war engagement will be a colossal boost - SNAP at $6B market cap when they $1B/year off subscriptions alone is undervalued - MRVL is supplying chips to MSFT and AMZN. They also acquired Celestial for next gen photonic chips. Grossly undervalued compared to AMD and NVDA - GOOGL at 280. You telling me Anthropic is worth 10% of Google when the latter has YouTube, GCP, Adsense, TPUs? - AMZN under 200 when opex outside of AI dev will go down

CATLLM

Is it too late to be ber come Monday? My AMD put on Friday printed 500% and now i'm hooked.

Competitive-Elk9326

So you think QQQ is going to 350? Where does that put GOOGL, META, MSFT, AMZN, TESLA, AMD and NVDA?

TheBlackSheepTrader

Long term you will get great gains off AMD. VOO is always a great one to buy consistently. Right now is the best time to get in with the prices getting thrashed you're getting stocks at a hefty discount while many of us are bringing our DCA down.

Rednuht0

IMO no, definitely not. Market has not priced in the oil, helium, fertilizer, & nat gas shortages that are coming even if the war end tomorrow ( they won't). US have basically already signaled we are gonna allow taiwain to be taken china within next <2yrs Nvidia and AMD are gonna tank. Maybe DCA some value stocks, commodities, gold, energy. But to me it seems pretty risky to get to heavy into tech and tech heavy ETFs. Don't take financial advice from random redditor of course.

Zef-Daytrade

I think NVDA is keeping the Ai sector from crashing. Its still sub 200 which I think is fair, AMD on the other hand.

Accomplished-Alarm99

AMD and nvidia are such no brainers. People are scared to death of AI and the capex hyperscalers are spending. But the earnings are going to speak for themselves

FullOf_Bad_Ideas

> Looking at forward PE right now is probably the dumbest way to value a company. what's a better way? >If we are talking specific Nvidia, they don't really do anything except design chips. AI could replace Nvidia with a better chip design any day. If so, go ahead and compete with them to make better chip designs and become a trillionaire. It's really complicated and they're working on it for years, same with AMD and Intel who still can't make better compute accelerators than nvidia does despite having thousands of employees and access to AI. >On top of that, helium supply is disrupted chip production does not consume that much helium, it will most likely be diverted away from medical equipment that consumes more of it. >Taiwan could get invaded by China. it could, for the last 20 years. It wasn't.

StockdocMD

Down 30% here from ATH. Heavy in NVDA, AMD, PLTR. Throwing money at MSFT but it keeps dropping. 

Aggressive-Ad-2707

I’m talking about present case. AMD hasn’t lost its $200 support even with the massive sell offs that’s been going on. Every other stock lost their critical support

Ninja_Cooter

Seen AMD with $70 with no circuit breaker recently. I’m a buyer at $0.99 a share.

Aggressive-Ad-2707

The day AMD loses its $200 is the day we get a circuit breaker

Bazakka

I buy call options and sell CCs. I read topics in this subreddit often and many times just smile and shake my head. People make options so complicated sometimes, whereas it’s quite simple. First off with call options THE number one thing is to do your research and buy options on stocks that are going to go up. Duh! Once you pick that stock, check the Delta, because that tells you what % of a dollar you get, or lose, as the stock goes up or down. Second, check the Theta, so you know how much you are gonna lose for each day you hold the stock. Then, because you researched, make a decision about how much you want to spend and how far out the all option will go. When will the stock you picked go up? Gamma and Vega really are meaningless, the stock going up or down is what’s important. Virtually NEVER buy calls or hold calls through earnings. You’re probably gonna get killed because of the high IV. Earnings IS the time to sell CCs. The high IV inflates the option prices and the day after the earnings come out, the IV goes way down as do the option prices no matter what the earnings were. This is such easy money it’s stupid. I have a substantial position in GLW, Corning, and make $6000 to $8000 a week in CC’s. It’s such easy money. OI I see as important if you’re looking to buy expirations way out on some really low priced stock. There may be no OI and although you may be able to buy some calls, you might not be able to sell them cause there’s no action in that stock. I see absolutely no use for OI when selling CC’s, because if you want to make money with CC’s, own some popular stock like AMD, NVDA, GOOG, TSLA, etc…… Sell them one week out. That’s where the money is.

IHadTacosYesterday

> almost guaranteed double When companies are worth 3 and 4 trillion, it's not easy to double up. Much easier for AMD being only a 330 billion company. They can go from 330 billion to 660 billion ten times easier than NVDA going from 3.5 trillion to 7

Physical-Program5325

Cathie Wood’s ARK Invest has just sold another sizable block of Nvidia, continuing a recent trend of trimming its NVDA exposure.[benzinga +3] What she sold • On Thursday 26 March 2026, ARK sold roughly 154,000–155,000 Nvidia shares, worth about 26–28 million dollars across its ETFs.[mexc +2] • The sales came alongside cuts to other large‑cap tech and AI names such as Meta and AMD, plus a reduction in ARK’s Bitcoin ETF exposure.[investing +2] • Reporting characterizes this as part of a broader de‑risking or rotation away from some of the biggest AI winners after a strong multi‑year run.[finance.yahoo +2]

Illustrious-Coat3532

I am with AMD, even added some more right before earnings. Trimmed some TSLA at $481 and $455 so i’m cool with that.

Count-to-3

I used to own AMD shares at 19$ sold them at $25

Straight-Fix-8434

If $META loses the court case then $AMD, $NBIS and $NVDA is also fucked since they will lose a large chunk of revenue from algorithmic ads. Honestly it’s bad for the economy overall. Just ban the kids and keep everything the same

CATLLM

If I had held my AMD puts it would’ve been 1000% gain - i sold for 500% gain 😭

SailorJerry7030

How tf is AMD not under 200

among_apes

I loaded up with AMD and sold at $70

Unluckyb33

Ironically, I would've invested a small amount on AMD back in 2016 just because I was a team red fanboy, regardless of fundamentals. I just didnt because I was too lazy to learn about investing back then and thought it was a pointless endeavor. It is what it is.

ScheduleEqual

If I wasn't such an idiotic loser, I should have loaded up back in 2017 with Microsoft and AMD.

Wind_Ensemble

I'm genuinely shocked at how stable AMD is today. Shocked and completely broke. The one time I make a big play on a stock that I thought for sure would drop.....

BruceMee

How is AMD just sooooo resistant to gravity today?!?!

Stunning_Mail_8934

I am a Debian evangelist so I can't help myself. It's a Linux driven by the Debian Free Software Guidelines https://simple.wikipedia.org/wiki/Debian_Free_Software_Guidelines They do tremendous work by dedicating focus to security and stability (as a bonus, super privacy friendly) and leaning on those DFSG. They even backport security fixes for packages in their repos if the original developers won't or can't. One major disadvantage can be bleeding edge hardware support, it's generally much worse on Debian than Ubuntu or Mint. Which is why I always had trouble dealing with it as my desktop. But these last few years AMD stepped up their game and their drivers are nowadays included in every kernel. Whichever Linux people prefer is personal. There's a variety of valid reasons to like any of them. But those DFSG are special to me and the fact that it's completely run by community effort is amazing.

BruceMee

AMD not dropping cuz I keep shorting it. WTF.

ksyoung17

AMD holding it all together

ksyoung17

AMD holding strong over there

DrummerCompetitive20

Might have to dump my Googl and AMD profits into MSFT, Meta, MU, and Amazon

VictoriaAutNihil

That was March 18. You could lower your dollar-cost-average and but more, however, I wouldn't do anything until the dust settles on this Iranian debacle. NASDAQ already in correction territory, DOW not too far off. I'm looking at ORCL, was at 345 last September, now at 140. Not going to pull the trigger just yet, but if they dip to 130, I may buy some. In fact if they start moving upwards say to 150, I may buy some. Right now, I'll do nothing. This feels worse than 2020, that crash recovered quickly. Not as bad (yet) as 2008. This is headed (possibly worse) than the 2000-02 Dot-Com/Tech bubble crash. NASDAQ lost 80% of it's value. Of course, you could have reaped the rewards of the crash by picking up AAPL, AMZN, NVDA, AMD etc. I own all four, unfortunately did not buy any of them from 2000-2002. Ride it out, or take the loss and stay safe until this nonsense finally comes to a conclusion.

Scribble_Box

The expiry is for March 2027. I'm sitting on way too many leaps rn.. Although most expire in 2028. Had a similar situation with AMD in 24. My contract ended up going -90%. Thought it was well and truly fucked, only for AMD to pop off and I ended up selling for a 100% return a few months later lol.

gkdjsl

That AMD spike to $220 feels like a complete hallucination now

CATLLM

Should’ve held my AMD puts instead of selling for 500% gain 😮‍💨

Ok_Manufacturer_7784

So far, Intel, AMD, Nvidia are my top performing shares for option wheeling. Pick those with high volatile, and sell put when stock is dropping, and call when stock is rising. If you get assigned, risk is only if the stock dropped much lower than your cost price, then premium might not make sense. Just hold it or consider offload it with some loss.

Aggressive-Ad-2707

AMD at $200 and this market condition is great example of when unstoppable force meets an immovable object

CATLLM

Sold my AMD put for 500% gain - the dopamine high is real.

Little-Revolution650

I am personally anticipating a long drawdown of 1-2 years due to all kinds of issues - to name a few… AI sentiment, overvaluations, and wars (plural with an s for wars yet to begin). I’m expecting a very, very big crash. You think we have stocks on sale now? Just wait. If you earn a good steady income, and you’ve got cash reserves, prepare to be significantly richer when (if?) this all resolves. I say if because I am seeing some very bad signs of things to come. I pray I am wrong. The market might be the last of our worries. In the meantime, there will still be blip opportunities here and there. For example, the other day I pulled a satisfying profit on CVX after jumping in weeks ago. Also, i turned a profit on some SaaS stocks 1-2 weeks ago. AMD is starting to have a few exciting moments. As so many are saying, it’s best to think long term. Educate yourself, study how your emotional mind works, and refine your own investing strategy with age and experience. It’s a really interesting time to be studying right now.

Wiscoman

AMD will explode. It was up 7% yesterday on tiny news and dropped 7% today on Iran

Jarlaxle_rigged_it

man that daily reversal candle on AMD visualizes the pain of getting kicked in the nuts

WocketWaccoon

Cathy “D for DOGSHIT” Woods sold META NVDA AMD today. Buy high, sell low

ggRezy

Massive nothing burger from AMD

Elons-Musky-Balls

If AMD magically goes over 222 tomorrow I’ll be rich if it doesn’t I just punted $3500 on lotto tickets . O well very unlikely but not impossible

Actual_Difference617

AMD.

Smart-Plantain4032

Micron, AMD & AMAT

CriticalAnybody6686

Sofi, MU, NVDA, AMD, etc triple beat… tank Fundamentals don’t matter, it’s all a vibe economy now

Abe2025

Dude ive been saying this before he very became pres AMD the funniest part id tyey voted for him AGAIN 😂🤣🤣😂🤣🤡🤡🤡

Actual_Difference617

AMD will go to $250.

Actual_Difference617

Bought AMD calls just because nobody knows whats gonna happen tomorrow. And AMD disappoints anyway all the time so it wont hurt that bad.

Artikphaze99

Continue puts on AMD?

the_mind_goblin1

I told you yesterday that if AMD is pumping, that is ALWAYS a sign of the market crashing. Literally every time.

CATLLM

My AMD put up 500% - why didn’t I buy more.

The_Albertino

AMD gave me so much hope yesterday wtf is this pump and dump

ChunkMcDangles

Absolutely true. But management has been going through changes, there has been restructuring, and these things take a while to play out. TSMC has their Arizona fab now, so there is some geopolitical risk mitigation, but if China does move to take Taiwan, it will still significantly harm the company and Intel will be one of the only options. AMD doesn't do any manufacturing and neither does nVidia. So it remains a somewhat speculative position, but I think even if the China invasion of Taiwan doesn't happen, there is still a good chance of a moderate turnaround for Intel.

Visible_Sir7057

AMD gave up all of yesterday's green erection

paralogistic

If AMD can go down 7% in a day, MSFT can do +4% tomorrow 🙏🏼

IHadTacosYesterday

My port is getting absolutely rekd right now. Only bright spot is AMD is holding up pretty well, all things considered

Neilleti2

It at least still worked mid 2022 with for-pay social media accounts. I reported a handful of Reddit accounts and YouTube accounts to the SEC and got refunded on my AMD and TSLA losses enough to recoupe most of my losses. Google and Reddit shutdown those users accounts. The SEC flagged them for violating the IAA because they were accepting money (and they can't use "not financial advice if they're taking money). These days I'm not getting follow up after filling the usual TCR complaint form. The usual thing you can do is sign up to one of these for-pay guy plugging a stock that you've lost on, and then report them and show proof of payment. It's a pretty small price to pay to get back some losses.

ExcellentSh

AMD

MaxDragonMan

RDDT, RKLB and AMD absolutely diving this morning. Sigh. Sometimes it's just not your day.

Defiant-Fee-7550

I lost everything following a YouTuber. My portfolio self-destructing every day. META, CELH, ELF, NKE, FUBO, EL, AMD ....😟😞☹️

FallenKams

AMD got bent

Visible_Ad_2271

AMD I don‘t like, AMZN tho is goated.

CanadianAbroad7

What are you buying? I’ve been loading up on AMD and AMZN

AGorhottie

if he sells the $270 and AMD goes to $270 he’s barely making any money since his break even is $268 anyway