AMD

oldprecision

Micron no longer needs plebs to support them, will AMD be next?

magamaha2028

Not bullish. AMD isn’t even competitive right now, and if real AI providers like Google and Amazon start making their own chips, it is dead in the dust. 2026 is also when we expect the Oracle circular investment with OpenAI to crap out.

modder9

Just say AMD

Bannedfrompopeyes

I’m not saying AI is gold but it’s what the world is actively pouring their money into rn. The companies selling the shovels to the gold rush interest me more than the AI itself. NVDA, AMD, TSMC, etc.

_PastelWish

Portfolio so bloody it should come with a content warning. At least AMD is giving you one green heartbeat

_MiraBloom_

TSLA really speedran your entire portfolio into a crime scene. AMD out here fighting for its life

Purr_Luna

This isn’t a watchlist, it’s a crime scene. AMD the only survivor holding on for dear life

dub_soda

AMD has a market cap less than 10% of NVDA’s and they are just getting started in the new consume all the electricity in the world so we can have sext bots sector. The monopoly won’t last forever

LymelightTO

> A single analyst predicted that. Correct me if I’m wrong but Apple moved away from Intel for their own branded chipset, yes? Apple moved away from reliance on Intel's *design* arm, but the problem Intel has is that it needs customers for its foundry business, which is a functionally independent business unit now, that seeks to fabricate other company's designs, without sharing IP to their own design business. Intel's design business is like AMD, and IFS is like TSMC. Apple is (rumored to be) becoming a customer of IFS, which will fabricate the chips that Apple designs. Generally speaking, it's good for everyone here but TSMC. Apple will test to see how working with IFS is, and open up a pathway to relying on them for more, better, chips in the future, which will allow them to either negotiate down TSMC on pricing, or switch from them.

3xshortURmom

NVIDIA’s Rubin platform is set to launch in 2026 and will redefine ai computing by enabling million-token context windows, generative video, and agentic ai which will further cement NVIDIA’s leadership in training and inference while expanding its reach into next-gen applications. Rubin will reshape the ai landscape with a massive leap in ai performance. Rubin context processing extension (CPX) is built for massive context inference and enables models to process million-token sequences which is game changer for code generation (such as full software systems), generative video, and agentic ai (utilizing multi-step reasoning and planning). The NVL144 CPX platform delivers 8 exaflops of ai performance and 100TB of fast memory per rack dwarfing current Blackwell capabilities. Nvidia’s annual chip cadence means relentless innovation. Rubin is part of NVIDIA’s new annual release cycle, with Rubin Ultra slated for 2027 and Feynman in 2028. This cadence pressures competitors (like AMD, Google, and Amazon) to match NVIDIA’s pace in both hardware and software evolution. Will they keep up? No. They won’t. Nvidia is expanding beyond data centers. Rubin is designed not just for hyperscaler training, but also for sovereign ai infrastructure (national scale deployments), enterprise ai factories (like custom LLMs and vertical ai) and Nvidia is working on edge inference at scale (via modular Rubin variants). The economic impact of this is a trillion dollar ai boom. J Huang projects that agentic ai will require 100x more compute than previously forecasted. Rubin’s efficiency and scale could unlock $5B in token revenue per $100M invested in infrastructure. Nvidia has a strategic moat based on software and systems. Rubin is tightly integrated with CUDA and TensorRT for developer lock-in as well as NeMo and DGX Cloud for enterprise ai deployment with NVLink and InfiniBand for ultra-fast interconnects. Nvidia’s full-stack approach an unmatched platform with multiple next gen chips in the works. The conclusion that matters is that Rubin will extend NVIDIA’s already superior lead. Don’t let the hype and news shake you (or deter you) from the clear winner. While Google and Amazon are gaining ground in specific inference uses, Rubin will reinforce NVIDIA’s dominance in training frontier models, high-context inference and ai infrastructure at national and enterprise scale. Let’s also not forget who is destined to get the lion’s share of international contracts also.

3xshortURmom

Regarding Google and Amazon Custom AI Chips TPUs (v5e, v6) are optimized for training and inference and are tightly integrated with Google Cloud. Trainium3 (training) and Inferentia2 (inference) offer high performance at lower cost and energy. TPUs are native to Google Cloud’s Vertex AI, enabling seamless scaling for LLMs. AWS is the largest cloud provider. Trainium3 is embedded in UltraServer systems for enterprise AI. TPUs are often cheaper and more power-efficient than general-purpose GPUs. Trainium3 uses 40% less energy and delivers 4x the performance of its predecessor. But Google designs chips for its own AI workloads (like Search, Bard, YouTube). And Amazon uses its chips to power Alexa, AWS services, and internal LLMs. With that said, NVIDIA still controls 80–90% of the AI training chip market, but custom ASICs are growing faster. There obviously is some hyperscaler defection risk. Meta, Google, Amazon, and Microsoft are all designing in-house chips to reduce reliance on NVIDIA. Meta is testing Google’s TPUs for future workloads. But they can’t replace their reliance on Nvidia anytime soon. NVIDIA’s GPUs can sometimes be considered overkill for some specific inference tasks. Meaning they are more powerful than a specific task may require. Amazon’s Inferentia2 and Google’s TPUs can offer cheaper, more efficient alternatives for some very specific production-scale inference. As hyperscalers shift to in-house chips, NVIDIA may face pricing pressure and reduced volume in its highest-margin segment. Yet NVIDIA Still Leads. CUDA Ecosystem Lock-in makes it difficult to switch. Developers are deeply entrenched in NVIDIA’s software stack, making switching costly. Nvidia has substantial performance leadership. Blackwell GPUs remain the gold standard for training frontier models. Nvidia is also working in the next gen Rubin line that will be released in 2026 which will make a clear statement of continued dominance. Nvidia has full-stack AI Infrastructure. NVIDIA offers not just chips, but networking (NVLink, InfiniBand), systems (DGX), and software (TensorRT, NeMo). So, outlook? Some fragmentation, but not outright replacement Hyperscalers would love to produce everything NVDA does in-house and maintain quality standards but they simply can’t and therefore won’t replace NVIDIA, but they will carve out share in specific domains (like inference, internal workloads). NVIDIA’s biggest risk is losing hyperscaler loyalty, not because of inferior tech, but because of cost, control, and vertical integration. But these are problems that can be resolved. By 2028, NVIDIA is projected to lose some AI chip market share to custom ASICs from Google, Amazon, and others but it will remain the dominant player in training workloads. Regarding AI Chip Market Share Projections (thru 2028) NVIDIA will still have appx 80% (training), 60% (overall). Still dominant in training but loses some inference share to ASICs. Google (TPU) appx 5–7%. TPU production could reach 7M units by 2028. Amazon (Trainium/Inferentia) appx 3–5%. Gains in inference, especially within AWS. AMD appx 5% - 10% MI300X adoption grows, especially in cloud and HPC. Intel (Gaudi) <3%. Gains traction in cost-sensitive enterprise AI. Others (startups, China) appx 10%. Includes Hailo, Tenstorrent, Huawei Ascend, and domestic Chinese players. En resumen… by and far NVIDIA Still Leads CUDA ecosystem lock in creates a moat. Developers and enterprises are deeply embedded in NVIDIA’s software stack. Blackwell and its successors remain the gold standard for training frontier models. This is training dominance. Full-stack integration from chips to networking (NVLink, InfiniBand) to software (TensorRT, NeMo), NVIDIA offers unmatched vertical depth. Fin

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

UnObtainium17

I think this is good news. You'd rather have their limited resources get allocated to making and selling the more profitable HBMs to Nvidia/AMD/Google than DRAMs for pc enthusiasts.

IDNWID_1900

Arc are kinda ass as well, only low end GPUs compared to AMD and of course, Nvidia.

gclary

I just realized I bought my AMD at 305, I will never get that money back.

Kewbie123

dude you are so clueless. you keep deviating and confusing yourself further. Intel's revenue is about x2 of AMD (to simplify math for your dumbass, $50B vs $25B) 40% profit margin on product vs 55% (again rounding it up for your simple brain) 40% of 50B is $20B profit on product 55% of 25B is $13.75B Intel kills AMD in top and bot on their product Still dont get it?

Next_Tap_3601

It’s really not that hard… On the first order, AI company is a company that creates AI models: OpenAI, Anthropic, Google, Microsoft, Meta… On the second order, one abstraction layer above, it is a company that uses AI for their primary products which their business is based around: Palantir, C3.ai, Databricks, etc… One abstraction layer below, it’s a company whos main products is an AI “enabler”, so AI compute: Nvidia (maybe Broadcom and AMD?), AI datacenters: Nebius, Coreweave, IREN, etc… So it’s business that are either: 1. Building AI models 2. Using AI in their primary products such that their businesses is based on AI 2. Building AI compute as their primary activity such that their business is based on AI Everything else is a stretch. Like what’s next, are we going to call Comfort Systems and AI company because they build HVACs for the datacenter?

lostbanbet

Just realized Advanced Money Destroyer is beating NVDA on the 1 year. As long as you didn’t buy the AMD top, you would have been better off with team red.

Kewbie123

AMD's total revenue including GPU is still less than half of intel. Their profit is also less than half of intel. do some simple googling before spewing off your uneducated thoughts in public

jiggolo420

AMD has become way more fun to trade than NVDA

Kewbie123

you are clueless. Check the sales of their revenue and their profit margins. multiple of AMD

SamBell53

Yea - its pretty obvious they're behind on enterprise dgpu compared to AMD and NVDIA if their consumer side looks like what it does. They usually follow lock and step after one another which is more telling to me for Intel.

robmafia

> Their sales are multiple of AMD (with multiple profits) lolz @ calling me non-educated and then saying something so blatantly false. multiple profits? lolz. not. even. close.

Kewbie123

this is the type of non-educated spew that comes out on the internet. Intel had no earnings due to expenditure on their node factories. Their sales are multiple of AMD and they chose to invest in foundries for future gain. Their ambition and many failed execution got them in trouble, but recent consolidation, new design and on track executed nodes are pulling them up again.

TheoryInttro

Umm, that is technically green on AMD, but can't say I'm happy with this technical "win".

jiggolo420

AMD drilling.... i knew that pump was too good to be true 🙄😑

Unlucky_Court2356

Yeah the eu chip thing could be huge for AMD and NVDA if it actually goes through. Plus meta dropping serious cash on hardware means they're not just sitting on their metaverse losses anymore

Amplees

people wont buy AMD at 90$ or Meta in the 600's, but will buy em in the 200's and 700's respectively. hilarious

brucekeller

even AMD is going up now, rip bers

Fractious_Cactus

AMD will be directly competing performance next year. They aren't behind for long. Google's TPU is specific use cases. I'm not following your story.

ipeench_

I want off this AMD rollercoaster just go to $230 already you slut

Originalg90

AMD, i built my pc with at the time when ryzen 5 was the next best thing. Thought might as well buy some stock. bought around 12$ sold around 17$.

internationalteachie

AMD is killing me 😩

AyumiHikaru

And he didn't even know AMD and NVDA existed. LOL

AyumiHikaru

>Meanwhile, the same amount in VOO would have returned 'only' 25%. Looks like **we** were the clowns after all 🤡  INTC's comparison is always AMD or NVDA YOU are the 🤡 not us. 😂😂😂

AyumiHikaru

You must be kidding Did you check the price of AMD or NVDA when NANA bought INTC at $30 (not $20) ??? LOL

IDNWID_1900

Aren't you aware of the money transfer they are doing between Open AI, Nvidia, Oracle and AMD? I am sure AMD being in that money circlejerk and Intel staying out of it has a lot to do with current valuation.

Dangerous-Builder-57

The real question is what offering does AMD have that's relevant 

IDNWID_1900

AMD is capitalizing on AI. Does Intel has anything remotely close in that department?

robmafia

>Currently Intel is at only ~60% of AMD's market cap while making over two times their revenue. because they have no earnings

MinnisotaDigger

Comparing intel to AMD based on market cap seems… illogical. Vastly different companies.

3ranth3

I don’t think fundamentals are that relevant here. The stock price didn’t jump because investors suddenly had confidence intel is going to turn it around. The head cheeto man in charge declared that intel isn’t allowed to fail and number go up. I think intel makes quality products but i doubt consumer demand for their chips moved the needle, even if they someone’s change the narrative that currently exists that AMD cpus are better value.

Lowspark1013

Thanks for the insight. I agree. Been long AMD and TSM for some years.

WorldTraveler35

AMD by a long stretch

Almighty_Hobo

Bought $1,500 of AMD at $7 per share. Sold at $15.

Glittering_Water3645

Nvidia have a good estimated EPS growth for next year but that will decline fast in the coming years. AMD is projected to accelerate their growth and surpass nvidia in growth from mid-2026. AMD is cheaper in forward PE and PEG for earnings from 2027 and onwards. TSM is traded higher in terms of PEG because they have a lower current valuation (higher OCF and FCF yield) and also deliver to broadcom and google, which makes it a less volatile investment. If broadcom or google takes market share from nvidia and AMD then TSM still wins.

LickLaMelosBalls

Nvidia is supplying all the gpus that power it. Idk why you think they'll be left in the dust. Who else makes gpus at scale like Nvidia? Amd who can't even get their software/drivers to work properly and has a fraction of the budget? (Though AMD is making big progress in cpus, which are also vital). Yes AWS, gcp, and azure run the world and are the biggest players, but the people that make the hardware that the cpus and gpus that the infra uses are going to continue making a shit ton of money. How do fargate, aws lambda, azure functions, gke etc work? With hardware supplied by Intel, nvidia, amd and hardware

TheSleepyTruth

If you're really so sure it's going to pop in the coming year then buy leap puts on nvidia and AMD. Guaranteed profit. If you don't like this idea then you're not that sure it's going to pop.

Fragrant_Equal_2577

TSMC is a manufacturing services company in an extremely CAPEX intensive industry. They don‘t design own products. They provide part of the enabling technologies for the product companies. The value creation ladder: 0.1x : Raw silicon wafer vendors 1x : Foundry - TSMC 10x: semiconductor product company (ASSP) - AMD 100x system company >1000x hyperscalers - Google NVIDIA is somewhere between a Semiconductor product and a systems company - they have their data center system solution for AI and HPC needed by the hyperscalers. NVIDIAs market valuation today is in the hyperscaler bucket. This sounds a bit high based on their location in the value chain.

Internal-Craft-6462

NVDA will not die; in fact, the stock price will continue its rally into the 200s. Google's TPU is built for specific functions and unique conditions for themselves, NOT for general purpose for any other companies. Just because META is willing to buy Google TPU, that doesn't mean the Google TPU works well for META. If Google builds AI chips at scale, I don't think that will even beat AMD and threaten NVDA's market shares in anyway. Google TPUs only work for themselves, NOT on meta and not for any other company, just because they want to train AI. This is called margin of scale, performance decrease as scale goes up. Keep in mind, S&P is heading towards the 7000s with institutional investors missing out. Funds are trying to find a reason or any form of bearish news to sell the market for potential entry, because the majority of institutions are still on the sidelines.

NovaN00b

AMD

Competitive_Peace_48

Yeah, let me clarify that calculation. I use that calculation when determining my roll. 2-4% is really what the MAX you can make on the return but there will be times when the stock drops and the calculation is just making up the losses on the way up. I.E. If I own a stock at say $100 and it drops to say $70. I may write a CC at $75 and continue to move it up and out $80,85,90, etc. The calculation will show a 2-4% return but I am still typically in the red. But I always try and make a credit so I am making some money while the stock recovers (similar to owning the stock long term and waiting for recovery but making some $ along the way). As far as companies, those are solid. I do have both AMZN, SOFI (I'll get flamed for this but I don't like AMD. I just think they are riding the way of NVDA with an inferior product. I'd rather just own NVDA). I like to target companies with 25-50% IV that have good margins, cash on hand, etc. My main test though is if there could only be 20 companies that existed in the world what would they be? If a company doesn't fit into that question than I do a low allocation on it (for example, SOFI would not make that cut for me but AMZN would).

trickytroy

I bought AMD at $10 and sold it for $30.

Due-Swimmer-5888

Think about the only winners from OpenAI partnerships.. effectively only the chip makers like AMD and NVDA… and NVDA has taken a hit too

Prof_Kevin_Folta

Ha! I owned AMZN, APPL,AMD, you name it back in 2000. I sold when they doubled. Seemed like a great idea back then. I bought everything in 100 share lots. I'd be retired if I held. But no regrets doubling up.

mcanete209

Nooooooo!!!! BUY AMD!!! AMD AMD BUY BUY BUY AMD!!!!

Lowspark1013

I'm confused where you are getting your PEGs? At least per Yahoo, TSM is at 1.4.... double that of NVDA and near triple of AMD. PEG is like golf - lower is better.

huk9

OI is over 200k for Jan call. Crossing my twat, by a miracle Intel and AMD strike a deal.

Aggressive_Change602

I have always been bullish on TSMC, all the attention has been on Nvidia, Google, AMD but no one seems to talk about TSMC and its importance in the global AI boom

Green_Conclusion5792

It is actually retarded. It thought AMD was a car manufacturer

Charming_Squirrel_13

assuming AMD's stock price hits their targets. I'm very skeptical that openai is going to be able to complete these purchases and im skeptical that AMD's share prices will hit the targets they set.

wass10

AMD

Echo-Possible

OpenAI got themselves a pretty sweet deal from AMD with 10% ownership of the company for deploying their next gen rack scale MI450 product with scale up and scale out networking to match Nvidia. So I wouldn’t say totally outgunned on hardware.

achshort

I find it mind boggling how beginners even find out about these stocks. When I first started investing over a decade ago, all I knew were the mag 7 and typical hot tech stocks like NFLX, PLTR and AMD…. Am happy to have multiplied the capital I’ve put in. I’d prob go bankrupt if I invested in random stocks or random picks someone told me about

sirzoop

Yes I’ve been buying AMD shares for a while now. Extremely bullish going into 2026

notyourbroguy

I’ve seen it a million times before, we saw it with AMD and Google last year and early this year which helped me make a ridiculous amount of money. People are skittish and fearful while leaving incredible opportunities available to the people focused on the numbers.

StillIncident6711

Hey, small clusters built on AMD hardware won't replace hyperscale cloud providers, but they do open doors for startups, small AI teams, and budget-conscious workloads. As capacity demands explode, we'll see more regional, low-cost cloud providers emerge. In short, AI infrastructure is shifting from “bigger is better” to “more accessible and diverse.” So I'd say there's still plenty of room to grow in this space.

cow_grass

How tf is AMD red on such a green day.

nosebeerz420

Someone poke AMD with a stick so we can pump already

DickiesDippinDicks

NVDA margins 75% due to high demand and low supply meaning they take home just as much profit off of 40 billion in revenue as AAPL does on 120 billion Meanwhile… QCOM - Supply AMD - Supply INTEL - Supply AVGO - Supply GOOG - Supply AMZN - Supply NVDA - 😡

sludge_banker

slamming some AMD calls at EOD

Status_Present3367

That's just my opinion, man. You don't have to listen to me. I've been around, and I know they don't have it in them to compete with Nvidia, at least not yet. AMD can't even do it themselves and AMD is a big dawg in term of chip design. For Amazon in house use to cut cost, sure. Not enticing enough to sell

Potential-Plum7187

Sold AMD calls for 89% gain bought $13k worth of IREN calls

TheoryInttro

Tell that to my AMD. Please. It needs to go back up.

shortputlongcall

NVDA is more than 1000% larger in market cap than AMD…

gkdjsl

Has anyone seen my teeth anywhere on the floor? An AMD shaped brick just hit my mouth

Open_Inside_7223

AMD did a puzzle!

TheoryInttro

Dammit. And Amzn not moving even after it made AMD do sudoku.

80s_JDM

If you value money Don't even think about buying NVDA AMD right now Light it on fire instead

TheoryInttro

Jesus, who shot AMD?

gkdjsl

In case you missed the reason for AMD and NVDA dying in the gutter right now [https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/](https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/)

PlumEven2818

Finally AMD gets some competition... oh wait this is Amazon lmao Seriously though the NVDA compatibility is smart af, no one wants to rewrite their entire stack just to save on compute costs

80s_JDM

NVDA and AMD are genuinely screwed META, GOOGL, AMZN and MSFT all reducing dependance OpenAI will say just kidding about those big deals next

Gold-Release-1186

AMD got wallopped upside the head

MagJack

I would like to announce that I am in the early stages of announcing and developing an even more powerful yet economical AI chip that will compete with NVDA and Google and AMZN and AMD. Thank you for your attention to this matter.

80s_JDM

Black tuesday discount for NVDA AMD calls LMAO

Tis_But_A_Scratch___

Seems any anyone can design/build the chips, but the software is their competitive advantage. That has been the talking point why AMD has been able to catch up to NVIDIA.

jiggolo420

AMD getting gangbanged

TheGraeme95

AMD what are you doing?

Bababbouey

The fuck AMD

sandygws

SPY being a champ. AMD, GOOGL, NVDA being.... weak AF.

obamakare

Holy shit AMD fell off a cliff

greenpride32

NVDA shipped their very first DGX 10 years ago - it just shows how far ahead NVDA is or how far behind AMD is.

JCMurda

AMD around $4. NVDA around $24. ETH $4. ☠️

Gom_KBull

Closed AMD 240.00C Jan 16 2026 I bought yesterday for 25% gain