AMD

ThouOne

-10% day for AMD today because I hold calls

franker555

This is actually a really interesting idea. AMD could go up regardless of what nvda does

Artemaker

Buying AMD calls before nvda earnings 👍🙏👍🙏👍🙏👍

gkdjsl

I'm an AMD shareholder, I'm used to that

poly_trader_tx

Not financial advice but watching NVDA and AMD closely this week — the AI infrastructure spend narrative is getting stretched but the actual earnings haven't caught up to the expectations yet. If I were playing, I'd wait for a pullback to the 50-day MA before entering any new positions. The market's pricing in perfection and perfection is hard to deliver on. Will be scalping short-dated puts if we get a gap up tomorrow. What's everyone else watching?

Soundsgoood5

AMD help this man

gkdjsl

I'm a simple man, I need AMD to hit $260+ one more time so I can liquidate my entire position

catpicsforfree

AMD hasn’t sold a rackscale product yet

AffectionateResort77

Why don't you like meta? Amazon and AMD are my two favourite, meta third

LiamPhlegmsworth

Sold all my AMD and GOOG in my Roth a month ago and loaded up on biotechs. If you ain’t first, you’re last. Hotboy biotech summer incoming

NotMe357

So..... Cathie Wood bought AMD, Google, OKLO and AVGO today 👍

JimLahey12

AMD

IHadTacosYesterday

It's strange to me that AMD and Broadcom aren't doing better right now, considering what tech stocks can you consider that don't really have the SaaS-pocalypse risk. Not only that, a bet on AMD and Broadcom is a bet on AI dominance continuing. So, if you're really scared about SaaS but still want to own tech, where do you put your money? I suppose Apple comes to mind.

Happy-Champion1661

congrats to MSFT for being now down 31% from ATH, ORCL -60%, AMZN, META and TSLA -20%, AMD -25% you know shit is real when even banks today got murdered today lmao, everyone scared of NVDA ER apparently

Direct-Protection-81

Aside from meta. Amazon and AMD I aquired and will hold.

No_Database9822

AMD is the goat

Neader

-16.59% today on the port lfg thank you MSFT thank you AMD thank you MERA thank you AMZN God bless you everyone

AlbinoWino73

Sure, that's fair. But 5 years ago you could have owned NVDA at $14 (adjusted for splits), AMD at $83 and MSFT at $230. Were you preaching the same message back then? And I understand just fine.

Direct-Protection-81

To be fair, I actually stocked up on 10 shares of AMD as well, think they are positioned to have a lot more future upside if they get the orders in the pipeline based on the processing power of the AMD chips. A few NBIS, Palantir and Strive too.

cantTankThisFox

I'd like to laugh at the MSFT holders, but I'm holding AMD's trash ass stock.

Ill-Ad1603

Anyone here in AMD puts? What’s your thesis?

TrickyDickCheney

Would not touch AMD until it gets back around the $150’s

Neader

How many more days will we have of MSFT, AMZN, AMD, META, and NFLX all averaging >-2.5%

Imaginary_Grass9674

how are family gatherings when the CEO of AMD is also your cousin? Isn't that corporate espionage?

dataCollector42069

i rage traded and put half my net worth on AMD at 160 so I was so glad to get out after seeing it go to 148

gkdjsl

Another day where I regret not selling AMD at $250+ and just chilling in cash

ThouOne

AMD going for the 16th red day since ER, you’d think it’d bounce but no. To the bottom and below 📉

Embarrassed_Tax_3181

That’s fair. Although for my trade AMD, it hasn’t broke the bottom of its congestion zone

MrLebouwski

Those quick sell offs at AMD are crazyyy

ThouOne

I may have made a severe and spontaneous mistake betting on AMD

Cav829

It's actually wild to see what some of these stocks are at, yet SPY is still trying to stay held up. If I told you months ago ORCL would be at below $140, MSFT would be at $385, Amazon would be struggling to hold $200, AMD would be below $200, and SOFI would be below $18, you'd assume SPY would be down like 15-20% already.

ThouOne

Bruh AMD @196 😭, so joever

tika_dengu

Last chance to buy AMD under 200

Roygbiv-Turtle-98

its not an investment its a gamble. very different things. also, when WSB thot AMD was going to zero it did the exact opposite and pumped 250% Remember that.

Roygbiv-Turtle-98

AMD calls 6 months thank me in 6 months

andytobbles

Seeing AMD hold ironclad support at 197-200 before rocketing back up to ATH off this huge semi run that’s about to happen is funny to me. NVDA is about to blast through the call wall and go positive gamma

MrLebouwski

Sure AMD dumps exactly the amount to stop out my calls and now this little bitch runs and will probably end the green. FUCK OFF

ThouOne

AMD probably worst performing stock right now

MrLebouwski

AMD calls got stopped out instantly LMAO

ebitdasga

AMD getting crushed again

TomatoSpecialist6879

AMD and AAPL is a retarded choice, otherwise it's good

Ill-Ad1603

I’m not saying that AMD will never go to $240, I’m loaded up with calls up to tits on AMD, I’m just saying it’s not happening in 2 weeks. Maybe by summer for sure.

MaxEhrlich

272k to divide into shares of MU, SNDK, NVDA, GOOGL, AMD, TSM, AVGO, AAPL, AVAV whatcha think?

Subject_Exchange2660

Bought AMD Puts, so get some calls.

Imaginary-Writer-125

AMD is at the 6 month’s bottom for the 4th time, not bad to consider, at least you won’t cliff off

Embarrassed_Tax_3181

!banbet AMD 240 2w

Embarrassed_Tax_3181

Hopefully yall have your AMD calls loaded up. Double bottom on daily chart, double bottom in premarket, and last time Nvidia was at $190 AMD was at $240s and the growth. GDP growth heavily slowed, but 40% of growth attributed to AI buildout. So now tech stocks have become a defensive play. Usually when GDP is down, tech is suffering the worst. Not so this time

Hot_Counter1747

SO how do you fell competing with Family ? you are related to the CEO of AMD, doesnt that make Family get togethers odd???

ThouOne

Joever for AMD

domaxelross

Please can you save AMD today, I don't usually ask for much 🙏

GreyXor

Hello, Even though AMD is your main competitor and you both dominate the graphics card market. Lisa Su is part of your family, a cousin if I understand correctly. How are family christmas meals going etc.?

Embarrassed-Sky6890

At this point Lisa Su will need to sell feet pics to get AMD stock price up

ThouOne

Dear META, Please get a deal done with AMD asap, I’ll give you a bj and maybe more if it’s a giga deal. Kindest Retards, Regard

ThouOne

It joever for my AMD monthly calls 😭

ThouOne

AMD deal with META inbound, $260 loading up (😭)

gkdjsl

Can you please help out your cousin Lisa with her homework? Tired of my AMD bags

chompah99

I think this will be a rough week for most stocks. The AMD play is probably dead.

Scar1203

Probably a decent chance of your INTC calls being ok, you've got more time and you're only a bit over a dollar OTM right now. I think you're cooked on those AMD calls though.

No-Garlic-2301

Be honest are you worried about AMD eating your lunch?

Psychological-Touch1

Bail on AMD

log1ck1717

AMD is always dropping 2x more than nvda on red days,, but always gain 2x less than nvda on green days...

MrNo_Balls

They are undervalued, if you wish to bet in big returns in a few years those are good. $RR if AI is a success robotics will be the next thing that would be needed and they certainly deliver. $BULL profitable stock, it is severely undervalued. If you want something a little more realistic go with the comment below and stack on AMD and TSMC.

No_Database9822

More AMD

Worth-Athlete-9953

AMD a buy?

dataCollector42069

I was down about 20k from crypto last year and then lost another 5k on puts from RBLX after the pdf scandal came to light. Yolo'd half my net worth into AMD at 160 and sold at $215 (paper handed) and had a few good MSTR trades and made about 30k

ThouOne

It joever for me 😭, wen $215 AMD frens?

RednalPR

You are missing the opportunity cost. It took me 5 years to amass $200k by savings, then 2 years to double it in the stock market (invested the majority in tech like bitcoin, Nvidia, AMD, Google, Tesla, etc...). \- Struck gold in the stock market and had a \~50% year of gain, and it became $300k. \- Next year, I had a 30% gains, which turned that original $300k into $400k. Now I'm wondering how long it's going to take to double that $400k into $800k, which right now feels like it's around the corner (3 - 5 years). At that level, I can sit back and relax, spend some of it, and enjoy my income without worries.

No_Egg3924

Bought CALL options few times and it was all AMD, SPY, ORCL, TSLA, MSTR like that and entire market went down last year

Stellarific

Started screwing around with AMD last year and got burnt. GLD and SLV leaps saved my ass... Several times lol. https://preview.redd.it/l02w8libm0lg1.jpeg?width=1320&format=pjpg&auto=webp&s=5654499d6a8613626d0672ed3797882d4ca2ab3a

IntermittentFasted

Long enough that I should’ve had more than $25 lol… About 10 years… i Started trading Stocks in high school in 2015-2016. Started with just high short interest stocks and top gainers bc of the upside potential… that worked for me since you can’t short stocks until your 21 so my options were limited. But i’ve only Been trading options since about 2021 which started during the AMC GME Squeeze. Made just shy of 10k on AMC calls with only $160 (The profit in this post was all options) I Did extremely well for a while, lived off the profit for 3 years. Though i studied for almost a year before taking my first trade. I started with Interactive Brokers but Not long after i switched to Robinhood to avoid commissions. (BIG MISTAKE) Robinhood had a class action lawsuit bc They stole ~$65,000,000 from customers between 2016-2019. They stole $13k from me personally and i didn’t get it back until 2024 !!! destroyed my lifestyle at the time. & 13,000 was a hell of a lot more in 2016 than in 2024 after all the printing done during the pandemic… *80% of all US currency printed was done after 2020* i started trading bc my Grandfather, who i looked up, kept telling me “if you’re smart you’ll put your money in the stock market.” I came back to him later like Pop, there’s 20,000 stocks on the market. WHAT STOCKS POP????!? It was like pulling teeth, But He eventually said MU/Micron Railroad stocks, Sandisk, Oil stocks etc. Micron was $16 at the time, it’s now $400+ … if only i would’ve listened… I bought $5,000 of AMD at $9 but sold at 11. Coinbase @ 47 MSTR @ 300 before the split SOLANA @ 20 BTC 25k DOGE .002 (i told EVERYONE to buy, friends and fam) It was the only cryptocurrency that hadn’t ran yet. I Can’t even name all the crazy long term gains I could’ve had but Fucked up…. I was very impatient so I preferred trading The Daily Top Gainers & that worked well for me. I’ve had several 5 figure days, the highest 16,000. The hardest part for me has been Learning to buy and hold through the ups and downs, the news, the commentary. Bc i got so used to micro adjustments, constantly thinking i should shave some here, buy more there. Short at the top, etc. - Moral of the story, BUY quality stocks and NEVER sell. Why? Bc the fed will NEVER stop PRINTING & with stocks and assets having a LIMITED SUPPLY , that’s a recipe for exponential growth or a J curve that never stops running.

DrDoomslayer

!Remindme 12 month, Good luck man, ASTS may print, NVDA/AMD unlikely

Emilio___Molestevez

lol yeah bro $AMD for sure bro

fullback133

Has anyone heard of Ajinomoto (AJINY)? Japanese company that makes the film for packaging of high end GPUs, CPUs, and high performance chips. Nvidia, intel and AMD all use it. They have a near monopoly of the market, and then also sell MSG as their original business lmao.

Electrical-Two8267

This is emotional betting vs professional. Invest in good stocks - AMAT, ASML, NVDA, AMD, GOOG etc I'm sire there are many good stocks out there

Glock7enteen

Amazon’s chip datacenters are making $10b/year with a >100% growth rate YoY AMD’s datacenters are making $17B and growing at 40% YoY I don’t think people realize how much of a steal Amazon is at these prices. Reminds me of Google back when it was $150 (and yes I bought a shit ton back then)

Wowmuchrya

Hope Nvidia AMD and AVGO sue the clown just like Costco did. Another casino bankrupted.

le_pedal

AMD

GneissFrog

at least one of you out there has GOOG puts and AMD calls with 30 minutes to auto-liquidation. Show yourself! Be proud!

Ill-Ad1603

#AMD cucked me

Bazzer82

The same shit happened last year with AMD when it went down to 80 or whatever. Everyone knew how stupid it was but they just kept dumping it. Then suddenly it was the best stock ever. One day they'll decide MSFT is one of the best stocks ever again.

Intelligent-Claim193

Hood your never going back are you, FUCKING DOG SHIT AMD TOO

sylphvanas

Sold my GOOG and AMZN calls too early, and now bagholding AMD and ZS, fuck this shit

catfromgarfield

$AMD below $200

ThouOne

It’s joever for me, I bought AMD calls expiring in 29 days at $198 and now it’s at $199 😭

jiggolo420

So no one wants AMD anymore?

ThouOne

Oh my god, AMD is gonna get me triggered

ThouOne

Fuck goog bro, AMD should’ve been up 2% by now

ThouOne

Err so why is AMD red when it was $260 last week with a triple beat? Was it all a lie

type_error

why is AMD not responding to this? TARIFFS LIFTED MOVE IT!

ImFaucy

AMD

ThouOne

I had to choose between AMD & AMZN calls on Tuesday when both were at $198, guess which one I chose?

Nervous-Lock7503

>Big tech alone is going to spend $700b in 2026 for data centers.  Most of that money came from private credit because banks aren't willing to lend them. Where do all those money go? Nvidia, AMD, Infrastructure, etc. How are Nvidia & AMD spending those money? Funding OpenAI, Oracle, CoreWeave, Anthropic, etc. Is any of the above AI companies making profit off AI? No. How are they going to pay back the private credit? No freaking idea. Just sell the AGI dream. Even if only half of them are circle jerking, the other half are jerking on borrowed juice.

Burtonwurton

Looks like AMD thinks this is a race to the bottom.

memelackey

SPY was the real AMD all along

BetweenThePosts

Well good thing Altman can take that 30b to AMD and make it a 100b

Wonderful-Sail-1126

This is the default comment on Reddit but doesn't make an ounce of analysis. The "circle jerk" money is relatively small compared to the actual money in infrastructure buildout. Big tech is going to spend $700b in 2026 for data centers. These deals pale in comparison. The buildout is paid by real customer demand. In case people wonder why companies are making this deal, it's for: * Some big tech like Amazon and Microsoft aren't able to compete in frontier model training. So Amazon invested in Anthropic. Microsoft backs OpenAI mostly. They want access to frontier models. * OpenAI and Anthropic need compute. They're constrained by compute and can't serve all their demand. The need to make deals with companies who have chips, energy. * Nvidia makes these deals because they don't want OpenAI to use non-Nvidia chips too much * AMD made a deal with OpenAI because they want OpenAI to use AMD AI chips so AMD can eventually become a viable alternative to Nvidia

user365735

AMD $500+ eoy. Seems like they started their own circle jerk 🍻 

Echo-Possible

Did you even bother to read the article you linked? It says they estimate a 1 GW Nvidia data center is 35B to build out and a 1 GW AMD data center is 20B. Some of the biggest data centers on earth right now are 1 GW. So they’d be able to build substantially more than 1 even subtracting out burn rate.

Belly_Laugher

This is a common thought experiment, and your logic makes sense. In a bleak scenario, companies like Palantir, Lockheed, and Northrop would likely hold up better since their main customer is the government. Nvidia, TSMC, and AMD also make sense because they provide the core infrastructure. Microsoft and Salesforce would probably remain stable due to their role in business productivity. What concerns me most is disposable income. If people lose their jobs, consumer spending drops, and companies like Meta, Alphabet, Amazon, and Apple are more exposed since their revenue depends heavily on people having money to spend.

Imaginary-Writer-125

AMD may be a POS but now might be a good time for a position