AMD - Advanced Micro Devices, Inc. 0 WATCHERS

This AMD situation, to put it bluntly, is a litmus test. On December 4th, AMD's Lisa Su said they'd gotten the license and could sell the MI308 to China, paying a 15% protection fee. On December 5th, that response from China's Foreign Ministry—savor it: "We've stated our position more than …

Nvidia did not "rocket" relatively speaking. Smh is up 49% YTD while Nvidia is up 34%. Several other semis names outperformed, AMD, Intel, micron, amat, asml, tsm, to name a few. Not to throw shade at Nvidia, as I own it myself, but it did not beat the semis benchmark. …

I’ve been holding a bunch of MU for a looong time with a $30 cost basis. Years of feeling sick watching my smaller positions in AMD and NVDA run. MU has finally made me very happy.

Bought some AMD around 217.8, the export license to China will give it a boost next week.

Interesting development. AMD appears willing to operate within the updated rules, including the 15% fee. It will be worth watching how this impacts the market and U.S.–China chip relations moving forward.

Went 2x leverage into AMD and GOOGL during the spring dip (50% of my portfolio in these 2 stocks). Whole portfolio up 137% since then. My portfolio went from 120k USD then to 287k USD now. Here in Sweden our interest cost for 2x leverage is 3,59% and no tax …

Google AMD ,

Google’s goal is to take, at most 10% of Nividia market share. This news is only bearish for AMD

Google - not AMD - is Nvidia’s greatest threat because of their full-stack offering and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

Google - not AMD - is Nvidia’s greatest threat because of their full-stack AI and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

Google - not AMD - is Nvidia’s greatest threat because of their full-stack AI and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

AMD ITS TIME TO SPREAD YOUR WINGS AND FLY, I BELIEVE IN YOU LITTLE BUDDY

HOOD was a huge win for me! up 300%+ since I got in. I simply thought about how helpful the platform has been for me and figured it might do well. Exceeded all expectations! I've also had AMD for 5 or 6 years because I build computers with their chips …

In typical Chinese fashion, they cant build anything on their own. Company was basically funded with government subsidies and loans and backed by their state owned VC firm in Beijing, even their employees were poached from US companies like NVDA and AMD. I bet their chips are cheap copies of …

My Views on the U.S. Market Recently, a newsletter from WSJ editor Jason Zweig stated that Mag 7 stocks are heavily invested in AI, funded from their internal cash flow and now they are looking for more borrowing as well. If these investments are not making a reasonable return or …

I bought NVDA when it's trailing PE was was around 23x because of value investing principles years ago. It was a great company at a fair price back then and as an engineer, I understood the insane lead it had on AMD. Value investing isn't abiding by strict mathematical valuations. …

If I'm day trading, 2% is usually enough to get me to sell. Slow and steady wins the race. My longs though I hold on to a fault :\ (AMD)

I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I …

AMD chief says company ready to pay 15% tax on AI chip shipments to China SAN FRANCISCO, Dec 4 (Reuters) - Advanced Micro Devices (AMD.O), CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay …

AMD ready to pay 15% tax on AI chip shipments to China Advanced Micro Devices (AMD) CEO Lisa ​Su on Thursday said ‌the company has licenses to ship ‌some of its MI 308 chips to China and is prepared to pay a 15% ⁠tax to ‌the U.S. government if it …

1. The Apple Modem story is nothing new; it has always been about “when” and not “if” Apple will drop Qualcomm modems entirely. Management has been working to diversify revenue sources in preparation for several years. 2. Qualcomm has to dealt with the assaults from Mediatek, as well as customers …

GOOGL and AMD for both a 90%+ gain since April-may lows

Had LQDA for a couple years and that finally got to where I hoped it would this year. Currently up about 150% on LMND now after lots of averaging up however plan to hold that for a very long time. Made £14k on AMD in less than a week when …

AMD. Bought at 130ish, sold at 253.

google. Recently bought UMAC (NDAA compliant drone parts manufacturer) and plan to hold through 2026/2027 since US defense spending more on drones. Like you I sold AMD too early.

Best: Robinhood, Google, Reddit, Lemonade, Cloudflare, AMD, Mongo, Silver, Agnico Eagle. Worst: Webull, Wolf.

AI gave me some stock picks - what do you think? So context is moving some money from HYSA to the market primarily into bonds (67%) with the rest in some stocks. Asked AI to model some picks for me based on goals of keeping money liquid as possible for …

GOOGL - Bought a alot around 150 in april, up 90% SOFI - Caught the April dip at around 9/share to lower my cost basis to around 11.8 share, up 145% AMD - Similar to SOFI, caught the April dip around 85-90 a share to lower cost basis to 120, …

AMD, ASML, GOOG have been my biggest winners.

AMD.

Biggest gain AMD. Biggest regret selling NVIDIA back when it was at year start levels after Liberation Day.

AMD

GOOG was my biggest winner this year. Sold early on AMD and ASML My next high conviction plays for first semester of 2026 are PGY and MDAI

TSMC, GOOG, AMD

I have no idea where the market is heading but I think its getting overheated... Recently, a newsletter from WSJ editor Jason Zweig stated that Mag 7 stocks are heavily invested in AI, funded from their internal cash flow and now they are looking for more borrowing as well. If …

$AMD, $RGTI, $QBTS, $GOOG have been my winners. Am still holding AMD and Google shares. It’s been a tremendous year, overall. Biggest mistakes - selling Tesla at $300. Selling $NIO at $3.50, a week later it shot up by 40%. My plan…to buy some Amazon.

CAPR, RKLB, GOOG, AMD, PLTR, and NET have carried my portfolio hard. - CAPR just popped 300% in one day due to good testing results - got in early on RKLB and think it still has 5x to grow. will probably continue accruing! - GOOG seemed underpriced for me for …

Google, AMD, ASTS, plug all up between 100% and 200%

Bought AMD, NVDA and TSM all on the same day in January. Guess there was a dip.

Biggest regret selling Micron too early. Biggest gain AMD 🤣

Google, AMD, Sofi, Reddit

What's your best investment in 2025? Can’t believe we’re almost at the end of 2025. I’ve been reflecting on this year’s markets and wanted to hear how everyone else did. For me, my best investment was probably Costco. I bought in March during that random dip and just held. Boring …

What's your best investment in 2025? Can’t believe we’re almost at the end of 2025. I’ve been reflecting on this year’s markets and wanted to hear how everyone else did. For me, my best investment was probably Costco. I bought in March during that random dip and just held. Boring …

AI is hungry for more GB per unit. The reason isn't just "larger models." It's to reduce the "communication tax." If a model fits entirely on one GPU's memory (or fewer GPUs), it runs drastically faster because it doesn't have to waste time talking to other chips over cables. * …

AMD is gonna own the gaming industry

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

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

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

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 …

I know AMD has that-3% drop in her come on

I like goog and amazon and sofi, i would swap AMD with NVDA or MU or TSM.

Thoughts on this portfolio? Google-20% Amazon-15% Meta-15% AMD-12.5% Sofi-12.5% Asts-7.5% Nebius-7.5% Zeta-5% Oscar-2.5% Duolingo-2.5% A mix of undervalued plays as well as ones for the future, what’s your thoughts?

AMD is killing me 😩

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

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

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 …

440k USD Intel YOLO $INTC 10 months ago I posted a DD on Intel in here on why Intel is going to go big. Back then the price was at 22.5$ and I had 3k shares. Fast forward to 10 months later and I increased my position to 10.100 shares …

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

I wfh and I day trade Mag 7 + AMD 9:30-10:30 but I gauge how busy I am that time. Usually, I'm already done in like 30 mins if the set up comes early which usually does. If I have meetings and such I just don't. I've done it but …

Yeah AMD last year when I bought at 165 and just watched it fall every week down to like 70 for like a year. Would read the daily technical analysis on r/AMD_Stock and prayed for a miracle but every day was like a red day while nvidia was green. 😂 …

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

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 …

I only trade AMD or Nvdia stock.

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 …

AMD

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

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.

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

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.

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

Very Bullish on TSMC TSMC is criminally undervalued in regards to its associates in AMD, Nvidia, Google, Broadcom and literally every other tech company which is 100% reliant on their ability to fab chips. The entirety of the AI race is not dependent on Nvidia or AMDs ability to design …

Chart Your Freedom Journey: Day 69 (12/01/2025) - Win. Daily P&L Update: (-$120 Day) Date: 12/1/25 Tickers: AMD Plan AMD: Bullish bias if above 212 Trades 1. AMD- 12/5 202.5 Sell Put (5 @1.74) Entry Trigger: Took a starter position as it was over 212 Risk: Under 212 Exit: -$15 …

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 …

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

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 …

How tf is AMD red on such a green day.

AMD-backed Vultr is quietly building a $1 billion AI cluster in Ohio is it worth paying attention to? Just saw this news, and to be honest…it didn't garner much attention before. Vultr (backed by AMD) is investing over $1 billion in Ohio to build a 50MW AI chip cluster that …

AMD gave that ride to me

Nvidia - gross profit >50%, YoY growth >60%, forward P/E about 25, significantly low debt and incumbent leader in AI with locked in supply chain commitments and a significant moat. Sure - competition is growing but that's what is causing the stock to be grossly undervalued relative to other players …

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

Which stocks are likely to perform strongly in the final month of 2025? As 2025 enters its final month, the market remains in a complex state, intertwined with AI enthusiasm, rate cut expectations, and sporadic volatility. I'm actively seeking stocks that still possess sufficient upward momentum to deliver solid gains …

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

If you value money Don't even think about buying NVDA AMD right now Light it on fire instead At least you'll have the ashes left over

Jesus, who shot AMD?

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

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.

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

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

AMD

AMD's Herder supercomputer, slated for release in 2027 is this a significant long term catalyst, or merely market noise? AMD states that the Herder supercomputer will be delivered by the end of 2027. While that timeline is still distant, it does demonstrate they are securing genuine high performance computing (HPC) …

Not quite but I bought AMD at 170 and it was 78 at the lowest, I sold around 220.

It's not a classic value play but it is a good GARP stock. It's PEG ratio looks very attractive. It's much lower than Google. Its value does depend a lot on future growth and certainly there is risk of changes that could affect that growth. High growth always carries risk. …

Not a bad theory, but you forgot that the head of Nvidia and the head of AMD are siblings. They will not let the other fall.

NVIDIA invests $2 billion in Synopsis: New moat in Electronic Design Automation https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design "NVIDIA invested $2 billion in Synopsys common stock at a purchase price of $414.79 per share." --- The Synopsis Electronic Design Automation (EDA) software runs on Intel and AMD CPUs. This chess move by NVDA will shift …

A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices Analysts are starting to flag a new concern: the AI boom is beginning to strain global chip supply chains in a way that could eventually push up the cost of consumer electronics — including smartphones. …

Bought 1500 shares of AMD under $2. Sold in a few waves for about $3k profit.

Invest in good stock for long term , no options , no speculative stocks. For example: $AMD, $AMZN, $META, $CIFR are good choices (can mix them) . Not financial advise of course :)

NVDA. Bought at $42 back in 2016. If I held my $3k worth, it’d be worth over 500k now. Also had AMD at $2, had PLTR at $9…

I just started in 2024 (i'm 25). £5000 original investment. Tried to do all stuffs, day trading, swing trading, leverage ETFs (even on individual stocks), penny stocks, etc. Used to do a 50/50 allocation (50% to ETFs and 50% to individual stocks). Betting against TSLA, PLTR and SPY during April, …

AMD. Bought at $6 and sold low $30’s.

Sold half of my NVDA holdings during the 2022 crash. The stock has appreciated 14x now. Bought 100 shares of AMD in 2018 at around $11 and sold it in the same year for a nominal gain!

AMD, SNPS

AMD bought at $5 sold at $20. PLTR bought at around $20 sold at $30.

Alot of them.. NVDA, AMD, MU, FSLR, KD, NBIS, MELI, SE and many more

AMD sold in July :(

AMD. 2000 shares at 9$

I sold AMD at about 14 - I was in at 13, watched it go down to the nines, then when I made about $1000 (I had 1000 shares) sold it as I was going through a divorce and the soon-to-be-ex would've gotten half so stopped trading. Kick me.

AMD at $4

AMD - bought 100 shares at $10. Rode it to the $30s and sold.

AMD at $5 a share (200 sh) to $40 Enphase at $7 a share (300 sh) to $17 Did not hold to either for the long haul Also didn't buy enough Nvidia 🥲 just 1k but it turned to 20k so that's still something

The AI trade The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for …

The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) …

Sold AMD at $11

AMD @ $17, FB before it became META & added a dividend, TSLA @ low 100s

I'm not going to comment on BTC. I'm neither for or against. For tech companies some are currently reasonable priced. Problem is if there are shenanigans going on. Circular economy. Inflated earnings and promises of future revenue streams that may never materialize. E.g. Nvidia's booked 500b revenues next 2 years. …

AMD bought in at like $7 before the new cpu lines. I was a video editor too, and new the new chips would revolutionize a lot of stuff. Sold I think at like $13 🤡

AMD, RR.

After 15+ years investing and trading everyone will have a million of these. In ~2009 I had 10k shares of AMD around $2, NVDA at $5, PLTR sub $10 during WSB's golden years (pre-GME).

So many of them Nvda, I worked there in 2010s so have a lot of RSU, decided to ETF some. Lost millions in todays value AMD, because working at Nvda, saw AMD as threat and bough 50k at $2 each (50k was more than half my NW at that point) …

AMD, got stopped out about $12 and never got back in.

AMD,GOOG,META

Berkshire Hathaway is classified as a growth stock！ This is because the compiler of the S&P 500 Growth Index has included Berkshire Hathaway in its composition. At the same time, the company is also included in the S&P 500 Value Index, where it carries a slightly higher weighting. But one …

Bought 2000 shares Nvida 15+ years ago for $10 (not split adjusted) and sold at $15. On the flipside. Bought over 6,000 shares of AMD for $5 and have been holding and acquiring ever since.

actually not too bad, I would remove AMD, PG and possibly NVDA when it reaches a new high, just to be safe. You don't have the resources to follow actively those individual stocks, so too dangerous for a retail investor portfolio. That **VFFVX** – Vanguard Target Retirement 2055 is also …

I throw in the underdog nobody´s watching, INTC. Semiconductor, AI Fabs, great turnaround in the last months/1 year and a lot of upside potential for 2026/2027. They adding in AI Chips, Local AI Chips, NVIDIA joint chips. **Remember**: AMD was in former times told to be the Advanced Money Destroyer. …

Google has been developing TPU for 10 years. It is like saying oh NVdA is done since AMD is making graphics cards

AMD, got in sub $2 sold at $30. Knew Lisa su was gonna turn things around but had no idea how high it'd go.

AMD, I sold it at pre-covid times (around 2019) for about $40 dollars.

AMD. I sold $1500 worth around the time the intel pentium chip came out. I’m guess very early 2000s during the crash.

AMD, GLW, MU. Made some gains but certainly not as much if I had held them until, say, today.

Intc and AMD

When I had no money in 2018 I bought like 20 shares of AMD at $10. Didn’t hold for very long and totally forgot about it until I started seeing AMD in headlines recently. Tough break.

2,000 shares of Gamestopp sold at a loss of 20% in the earnings dip of November 2019. Also had a few hundred PLTR, AMD, and NVDA sold each for minimal gains in 2020. I’m the worlds worst investor

NBIS and AMD. Maybe even AVGO, because I feel like more organizations will invest in custom designs.

I bought NVDA and when it first went up I didn’t want to be greedy. Luckily talked to some family and they said if you’re ever unsure just sell half or a quarter. I did that and took 20k gains and put it into AMD. I think overall not the …

I think AMD personally. Lots of tailwind going into 2026.

I bought AMD and NVDA when I first opened my Roth like 8 years ago. I sold them pretty quickly to get on the weedstocks hype train. It hurts.

AMD. Bought at $51 and sold at $55 lololol. I was a brand new trader though and it had gone down for awhile, so I was thrilled when it reached $55 and sold it.

Bought AMD when it was around $2-3, then closed out of position when it hit $12.

AMD bought in 2017 sold in 2018 … d’oh!

I sold a whole bunch of AMD back in 2016 for a nice profit. Sold a bunch at $3.72 and really cashed in and sold the rest when it hit $15...

PLTR/Apple/AMD

So AMD to the moon

Guys is my NVDA and AMD stock dead? 😭 I can hold long term but is it even a good choice to do so 😭

“AI Winners Basket” includes NVDA (not covered), GOOGL, MSFT, AMZN, META, AVGO (not covered), TSMC (not covered), ORCL, PLTR, AMD (not covered), MU (not covered), & IBM (we exclude major nonAI outperformers like AAPL, TSLA, & LLY). This basket added ~$15T in market cap (~$14T ex-TSMC) since the launch of …

You’re actually in a good spot: big HYSA, lot of Vanguard, no obvious disasters. Main issue is you bought US large-cap like 5 different ways + a chunky NVDA/AMD tilt. I’d separate things: – “House in a few years” → keep boring (cash/CDs/short-term bonds). – “Retirement” → 1–2 broad funds …

AMD, please continue the uppies. These bags a bit heavy.

I wouldn’t put it in the top 3 of nvidias rivals 1. AMD 2. Google 3. Intel

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

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

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

Chart Your Freedom Journey: Day 68 (11/28/2025) - Win. Daily P&L Update: (+$195 Day) Date: 11/28/25 Tickers: AMD, QQQ, CAT Plan AMD: Bullish bias if above 215 Trades 1. AMD– 11/28 215 Sell Put (2 @1.94) Entry Trigger: Took a starter position as it was over 215 Risk: Under 215 …

They deleted my AMD DD but usually are pretty lax on most stupid shit.

Considering the strong uptrend during the last six months, it's quite possible winners get liquidated. It's better to start now, honestly I expected this downtrend already in November. The December rally has happened already, I don't listen to CNBC, Bloomberg or any other media outlet. I honestly expected a stronger …

AMD

Intel has to pass the wafer test and then charge an amount where Intel eats all of the duds. This won’t be adding quite the punch to Intels bottom line as you think, especially since they’re continually loosing business market (their last market held onto due to cronyism with Dell …

I'm actually trying to understand this at the moment. I acknowledge your explanation but I'm neither 5 yo nor Michael Scott so someone please talk to me like an adult... Not a very smart one but still an adult. I'm discussing with Gemini on rebalancing my portfolio, after initial advice …

Where does this leave AMD?

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

AMD

Nvidia is now selling $50B in chips per quarter vs around $9B for Broadcom, AMD, and Marvell combined. The point being demand is so large for Nvidia GPUs that a meaningful transition to ASICs won’t happen overnight. This due to it being easier to deploy GPUs and familiarity with CUDA. …

Advice on My Current Portfolio Hello! I'm 34, single & no kids. I'm hoping to buy a home in the next few years. Seeking advice on how best to allocate my investments. I've got 29k in a brokerage split between Apple, VOO, and VTSAX. 170K in a hysa 105k in …

Is #AI in a bubble? My perspective. An analysis I did this morning. Two issues: demand for profit-generating #GPUs and demand for #AI. The anchor is NVIDIA, priced to 30% CAGR profit growth for 4 more years. Their revenues are primarily sourced from hyperscalers' ops CF. Hyperscalers steadily increase CapEx, …

Indeed, Google and Nvidia are both worth considering. However, it is worth noting that Google is currently a bit pricier, but it will steadily increase over time. My current stance on Nvidia is that, at these prices, it is a must-buy. It's important to remember that they cannot keep up …

$AMD - they should be at least a $750M market cap if they execute AI play properly. $BABA - self explanatory undervalued stock, e-commerce, AI, Alibaba Cloud, Qwen, Quark and Ant. $NIO - targeting profability at the end of 2026, undervalued against other EV competitors but starting to have its …

Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …

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

In the short term, the tech sector and maybe the whole market will drop. Those in the OpenAI's circular web (i.e. MSFT, NVDA, ORCL, AMD) will be hit the most. Well-deserved. In the long term, if AI is not a flop, the hyperscalers won't have to compete as much for …

Bank of America reaffirms bullish stance on Nvidia as growth projections strengthen Nvidia’s outlook has been getting a steady boost as analysts highlight several tailwinds for the company. Beyond the optimism around AI server demand, some brokerages point out that Nvidia could see incremental revenue from adjusted China-compliant chips if …

The thing Burry doesn’t get is there’s a power bottleneck, AND there is still demand for 5 year old chips (A100 80GB). So instead of just depreciating the A100s and being unable to put in new B200s (due to their increased power demand) and not earning anything from empty shelves, …

My plan to invest 70,000 USD next week I sold a lot of my long term under-performing funds and reinvesting them to the following individual stocks, Gemini 3 helped me optimise the allocation, I would love to get some feedbacks from the community. I am already heavy in tech, Google, …

lRCX - Lam research AMAT - Applied Materials ASML IBM AMZN AMD MELI (I’d consider tech adjacent - similar to AMZN’s marketplace but for South America) SN - SharkNinja (consumer durables, but I’m looking at it to benefit from the robotics/AI advancements) HON - Honeywell

Sofi, robinhood, AMD

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

>But somehow AMD made 93% profit while Nvidia only 31% in 6 months. What are you talking about? | Past 6 months | AMD | NVDA | |:-|:-|:-| | Revenue | $16.931M | $103.749M | | Gross Profit | $8.359M | $75.702M | | Operating Income | $1.172M | $64.450M …

AMD undervalued

AMD will surprise a lot of people I think

https://preview.redd.it/tlwn9ju3d34g1.png?width=1851&format=png&auto=webp&s=9dbf5fda4983d510949b7634a1a7f41132244af3 If you zoom out TSLA still looks pretty bullish to me. It had a chance to break down but was able to defend 400. Market volume is low due to the holiday week, I think. It may chop around under the 50 day for a bit but if the …

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

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

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

Imagine you open a burger joint next to a McDonald’s, but you can sell an equivalent tasting burger for half the price of a big mac. The next and only question is can you scale efficiently and retain pricing and quality. McDonald’s still isn’t going anywhere. To be clear. But …

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

Performance of company != performance of its stock. Nvidia has already been priced to do better hence much larger runup. Nvidia can only lose market control - whereas AMD can stand to gain it here. Market cap of NVidia is over 10x larger... meaning a 100% price increase in AMD …

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

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

What do you mean 31% profit? 31% of what? Are you confusing share price and profit? NVDA is massively more profitable than AMD ($31B net income in the last quarter for Nvidia and $1.2B for AMD), which is why their P/E is lower despite AMDs stock price rising.

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

If Nvidia is so good, why is AMD outperforming them? Like Nvidia is monopoly in many things. And has best graphic cards. And Ai. And AMD doesn't have it. But somehow AMD made 93% profit while Nvidia only 31% in 6 months. But AMD P/E is 107 while Nvidia 43 …

This is Jevons paradox round 2. Most retards will get burned from shorting Nvidia for the simple reason that they don’t understand that currently most of Nvidia’s supply goes to the hyperscalers. Even if the hyperscalers taper off their buying there is a whole untapped market of mid/small sized companies …

Semi-analysis report on $GOOGL TpU dominance - Nvida & OpenAi at risk! Hey folks- happy Thanksgiving! Semi-analysis ( leading research lab in semiconductors and Ai) have just published a report on the hot topic. $GOOGL TpU vs $Nvida GpU. They have done the cost comparison and reporting and some crazy …

Cheap chip stock - AMD/ASML?

AMD, AMAZON, META

META, amazon, pinterest, paypal, 4shift payments, uber, mercadolibre, NU holding, adobe, TSM, micron, AMD, nvidia and more. There´s a lot of value in the tech sector. You have to look further than your favorites.

Meta is not expensive with a forward p/e in the 20s whilst growing revenue and a pretty insane clip relative for a trillion dollar company. Nvidia and AMD aren’t all that expensive either if you believe they will hit the numbers they’re guiding for over the next few years. You …

AMD

AMD

The concern might be more for amd TPU is for inference Nvidia is way ahead of everyone for training. Amd has acknowledged their focus is primarily on the inference market Meta is AMD's largest customer by far for inference. If Meta chooses TPU for inference while keeping Nvidia for Training …

AMD

Being too impatient to wait for a good entry point. Also a lot of FOMO of ''what if it goes even higher while I wait for a dip''. I try to catch the knife quite a lot too. Bought AMD at 230 thinking it was a good deal then paperhanded …

The semiconductor industry would probably explode, primarily NVDA, AMD, AVGO, TSM. ORCL would drop like a fly.

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

I did buy the dip, but only in $OKLO. I've been slowly peeling my positions in $AMD, $NVDA, $AVGO. We're frothy, I've cut back on trades to wait for the woosh down in 2026. I see building a cash position is my best bet while the trading is choppy. You're …

Why is AMD up?

AMD, Banks, Ford

AMD pumping more than NVDA? A MARKET OF FUCKERY AND FILTH

I have a bad feeling about being long on AMD today. Plz to not allow Clifford to chew on the stock again today.

why specifically AMD?

Yeah, usually at one time only 1/3 of the S&P 500 is undervalued and it’s hard to find them because it’s not easy to go through that many stocks. But I can give you a few of them which are currently extremely cheap and are probably just no brainer buys: …

First month trading options Keeping myself to $500 on trades. Pocketing any gains to keep only $500 in at any time. Going to see how far I can take it. Exclusively trading weekly calls and puts on AMD. I’ve learned valuable lessons including writing price target strategies before the day …

Alphabet is nipping at their heels with their TPUs. Jensen is smart enough to have learned from Intel's failure to innovate which allowed AMD to catch up and eat their lunch.

AFAIK (not financial advice): If OpenAI’s private valuation collapses, the entire AI sector gets repriced. Not because these companies are substitutes, but because OpenAI is the narrative anchor for the AI total addressable market. A sharp drop forces investors to increase the required return they apply to future AI cashflows, …

What are the repercussions of falling OpenAI valuation? There is a lot of speculation now that OpenAI is cooked since their spending is huge with not much revenue yet and most of the AI are caught up with their best models. OpenAI is not a public company but it is …

AMD a better buy

Bought AMD around 2013 at ~$3.50 and forgot about it for a few years. So glad I forgot about it. Sold a bit at $160 but still worth around 100K from a 2K buy. Such a streaky stock though! Was all the way down to $78 a year ago.

Try AMD or AVGO

Buffet used value investing to go from basically 0 to the richest man on the planet. I do believe it works and its actually more a function of keeping it simple and being very disciplined, never rushing into things. The market isn't impossible to beat, its more the average person …

* DPZ - We're entering are a restaurant recession...and Pizza is very competitive. * FTNT - Pricey at a forward PE of 27.49. Industry is moving away from appliance based security (what FTNT sells) and to the cloud. * OTIS - Mediocre investment IMO. Office real estate is in a …

Broadcom is now a $1.8–1.9T company, about 40% the size of NVIDIA (~$4.3T). But financially and structurally, they are nowhere near NVIDIA’s trajectory. 1. Revenue & Profit Reality Broadcom makes: • ~$12.5B revenue per quarter • ~$15–16B profit per year NVIDIA in its latest quarter: • $45B revenue (≈3× Broadcom) …

> Broadcom has a gross margin of roughly 67% I am going to reasonably assume Stop, don't assume. Broadcom discloses margins per segment in their earnings. > Now in terms of the future, they helped design googles TPUs but google owns the IP. No. Google owns the compute IP. Broadcom …

Nvidia is the king of the hill, but that just invites more competition to the show. Alphabet, AMD, Intel, The Chinese, and whoever else comes along will shrink the moat that Nvidia currently enjoys. I'd never pay a 50 PE for any stock no matter what their future supposed prospects …

I'm going to OD on the weird turkey stuffing with the raisins and daydream about AMD going back to $250 before my calls are vaporized

The fact JANUARY is on the table? Our economy is about to collapse. Don't hold long unless it's gold. This wasn't just a flip, this was a "our economy is in worse shape than we thought" The average consumer already feels it, we already know "market =/= economy", except our …

During a crash or major correction, you’re silly to be buying ETFs. Individual stocks are the play. Google, AMD, SOFI, Palantir, MU, AVGO, etc look at their prices in April. You can reposition later but the problem with indexes is you get a bunch of shitty companies just to own …

The Real AI CapEx Problem No One Wants to Talk About — And Why AMZN Might Be the Only Undervalued Hyperscaler Right Now A lot of people are cheering the AI boom, but there’s a growing concern that’s starting to hit investors: the ROI on all this AI CapEx is …

AMD is cheap relative too what they’re doing in the future

APLD NVDA GOOG TSM MU AVGO JPM GS TJX HOOD AMD NBIS

Broadcom DD: Highly overvalued As of today, Broadcom's marketcap is roughly 1.8T (it's closer to 1.9T but still) Nvidia's marketcap in comparison is roughly 4.3T This brings Broadcom at about 40% valuation of Nvidia Now Broadcom made about 15.9 B dollars in profit, for a 4.2 B in Net Revenue. …

Haha. Not great. And here I am happy to take a quick $600 (~3%) profit on AMD this morning

Funny thing is, in 2010 I opened a deposit with my bank to buy AMD, Nvidia and TSMC shares. I was a lazy fucker however and didn't follow up for 2 years on the paperwork to finally buy stocks (basically just sign it and send it back), so it never …

This is great for Google, but I'm not sure why there is the conclusion that just because META is interested in making a large hardware deal with Google, that precludes hardware deals with other companies such as AMD, etc.

I'm gonna be honest with you, you're doing fine, you could diversify a bit more, and if you're worried, just throw it all in a diversified index, but otherwise you're doing great. On the AI front, maybe spread it around a bit more so you have exposure to the three …

CUDA will never officially support any hardware other than NVidia because that would amount to NVidia undermining its own business. This doesn't mean that AMD can't make their silicon compatible with CUDA as much as possible. It's hard, because I don't see NVidia just sitting there and allowing competition to …

The AMD GPU API (ROCm) is still kinda bad in terms of bugs apparently, but AMD could catch up if they want to. So far they have always prioritized gaming benchmarks over AI developers. Google's TPUs could be a serious nVidia competitor if they start selling them. However, this would …

I come from the future - March 2026 NVDA: 250$ GOOG: 300$ NBIS: 150$ AMD: 270$ FIG: 2$ ADBE: 80$

I have worked with both TPUs and Nvidia GPUs and one advantage of TPUs over AMD is that they have a great software ecosystem: the JAX library (which can target Nvidia chips by the way) and the XLA compiler allow you to get started very fast and produce robust and …

CUDA and Google Tensor: Question Google Tensor has broke through Nvidia's almost monopolistic position on AI story and chips. But I am wondering and asking if someone with more knowledge can explain to me if Google Tensor can supplement or replace nvidia chips. The major reason why AMD could not …

is my portfolio too tech heavy even given my age? i’m a teenager, been in the market for a few years now. portfolio weights are as follows: 20% QQQ 20% NVDA 19% VOO 14% AMD 13% AAPL 10% META 4% ANET i know it’s basically all tech, how should i …

It’s not a targeted hit on NVDA. It’s Wall Street panicking about an AI bubble, and for once their fear makes sense. Meta burned through mountains of cash with little to show the street, so they rushed out a clean counter narrative: “We’ll use cheaper Google TPUs and AMD chips.” …

Had some NVDA and AMD ($12 and $8) back then but then sold them all because it wasn't going up fast enough and I needed it for beer money

There’s plenty or room for both Google’s TPU and nvidia’s GPU’s in the market. If you’re an AI company or just a company utilizing AI and don’t mind Google having access to your data, then you can perpetually rent their cloud based TPU compute. This would save capex outlays up …

Eh, your post would have more merit if you didn't list all the most volatile speculative plays. Of the companies you listed only AMD and META are mature companies.

I may be coping, but theres no way that NVDA/AMD reaction to goog wasnt an overreaction

AMD feels like they're even more exposed to TPUs than NVDA... AMD was supposed to be 2nd in a 2 man race winning some level of market share that NVDA left on the table, but now they could be 4th (GOOGL/AMZN coming in hot with TPUs).

AMD gives no fuks about futes. Today we drill.

Buy the few middling to strong dividend stocks there are (with DRP) to remain stable. Then keep coming back here and laughing at people losing their mind AMD robbed them...as it has since IPO.

Alaska Sardines & AI AI Bubble: Alaska Sardines - During the gold rush of 1890's, one winter was particularly harsh in Alaska leading to famine, most of the people only had Sardine's to survive, the famine made sardine cans rarer than gold and price exploded higher...Sardine can trading became a …

Does she still have holdings in AMD?

You know what, I want market to respond a bit negative towards Nvidia, so it's stock price comes down more. I am anyways downward averaging Nvidia and AMD. As long term investor, I am enjoying the sentiments against GPUs from Nvidia as it will bring its stock price down to …

GOOG overtaking NVDA is guaranteed, NVDA tweet shows how little they care about AMD.

Chart Your Freedom Journey: Day 66 (11/25/2025) - Win. Daily P&L Update: (+$347 Day) Date: 11/25/25 Tickers: AMD Plan AMD: Bullish bias if above 195 Trades 1. AMD– 11/28 197.5 Sell Put (3 @4.75) Entry Trigger: Saw it backtest and held 198 level. Risk: Under 198 Exit: -$6 as it …

why was this bad for AMD then? Google demonstrated Nvidia isn't the only solution yet AMD took a much harder hit

I added to RKLB, NBIS, and BTC at recent lows. Might pick up AMD if it keeps pulling back

TPU doesnt have as big margin as nvidia gpu. The volume of order to TSMC is 100x diff and Google also pay Boardcom for ip and supply chain. it's impossible for TPU to compete with Nvidia. You only see TPU deals with Antropic or Meta because all chips Nvidia, AMD, …

I wish I would have held on when I had money in them back then. Had NVDA and AMD. Sold for beer money because broke military guy

AMD is a buy at $150.

Maybe if Nvidia created a proper fucking Linux driver I wouldn't be forced to give AMD all my money

AMD, RDDT, META are all down a fair bit too.

Is AMD fuked being in 3rd place for AI chips? They drilling worse than NVDA.

Theoretically, massive margins should inspire competition. This happened to Amazon's AWS - when it was the only cloud player it had absurd margins, now cloud is fiercely competitive. It seems to be happening to Nvidia - hyperscalers all have or are developing custom GPUs (TPU, Inferentia, Maia), and AMD now …

Nvidia and AMD took a decent hit today, hopefully tomorrow will be better (it's gonna dump so hard )

GOOG, WMT, AMD, BAC

lol. I mean. It’s just one company. All the hype raised by it, has already been removed from market except for AMD… literally all of September and October gains were wiped out for their announcements.

People think that AMD and nvidia will lose business to TPUs, not grasping that the reason why people are asking for TPUs is because both nvidia and AMD are sold out for the next half a decade

Welcome to AMD. Days go like that… We were down -9% or more at some point today and then ended -4%, so a 5% swing in a literal blink. We had a +9% day post Analyst Day, and then went down I believe 12% or more after, maybe even close …

Yeah, I know they just have like AMD tips

Dumb question, but How is Google able to make AI chips, given that they don't have the infrastructure nor decades worth of experience that chipmakers / designers like Nvidia, AMD, Intel, etc. have

I think the market is irrational and that is the reason TSMC dropped. However I'll give you 2 scenarios below where it could make sense despite tsmc making the wafers for both nvidia and Google. 1. If Google can cook (train and serve) using just their ironwood TPUs this means …

People who are serious about software make their own hardware. Of course TPUs are a threat… not just google’s, Amazon’s, Apple’s, Huawei’s and Meta’s too… It just so happens that google has a bit more experience designing their own chips since they started a few years ago with smartphones. It’s …

Loaded to the tits on AMD, NVDA, GOOGL, RIVN.

Clearly a massive over reaction with AMD if it went down more than NVDA

#AMD META

lol I’m going to ride with AMD. Might as well give someone here a free 1K cuz I’m not getting this back

just made 18k off of AMD Calls expiring 12/05 starting with 36k. Stressful asf with the ups and downs my nerves are shot

AMD or nvidia calls?

AMD vertical as I expected

The only reason Nvidia is ahead - though I wouldn’t call it a decade - is that AMD struggles with driver and software development and that Intel is not in the best place. From a pure hardware standpoint, there’s nothing truly ground-breaking in what Nvidia does that others couldn’t achieve …

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a …

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a …

If you can't handle a little pressure, you can't be in the stock market! (Warren Buffett) This is the tree-shaking tactic of the Market Makers (MMs) & Short Seller Groups to kick the "Weak hands" retail investors out of the Market and buy back their cheap shares: 1/ Release a …

when NVDA catches a cold, AMD dies of ebola

PLTR, SOFI, AMD, KRKNF

What do you think? Googles TPU thing is apaprently cheaper and far less energy hungry than the Nvidia AI things. That's Deepseek 2.0 and Michael B. has possibly just guessed that one day or another Nvidia is toast. Huawei is planning an AI chip, so Qualcomm does. AMD makes TPUs …

So you believe that SMRs will be approved and constructed in a timeline that is less than ten years? I guess you haven’t been watching the debt load being taken on and the inventory increase at Nvidia despite their claim of “insane demand”. Nor have you been watching the circle …

Everything getting bough. AMD, and NVDA are on sale right now.

AMD, HOOD, ING.

I've been telling people to buy SK Hynix since last December. No on listens. They are the leading HBM producer and are making a killing from AI customers, whether its Nvidia, AMD, or even Google. it doesn't matter who wins the AI hardware war, SK Hynix wins. People bragging about …

AMD

Added some AMD puts for gap fill chances to 170$ based on all the fear of AI bubble in market.

Nvidia & AMD drop after reports Meta may use Google TPUs Nvidia fell \~7% intraday, AMD nearly 9% earlier news says Meta’s in talks to buy Google AI chips. If Meta diversifies away from Nvidia, GPU growth forecasts could look different fast. [Read the breakdown ](https://www.sooharv.harvkat.in/nvidia-and-amd-stock-falls-on-google-ai-chip-rivalry-and-meta-news/)

I sold my AMD calls and bought NVDA instead.

AMD fell 6% in premarket trading but had gained 5% the previous trading day. I believe the stock plunged nearly 6% before today's market open. It feels like this stock is either poised to break out or deliberately trying to confuse everyone. Is this merely normal volatility after a sharp …

Cycle financial is self evident, but they are not something to really getting worried about now. We barely started using AI for useful things, and there are still demand for heavy raw computing power for simulations and data processing. Jevon's law will save the day again. OpenAI can't wait 5 …

NVDA, AMZN, APPLE, GOOGL, RY, GWO, GLD, AMD, and lastly SOFI.

Companies have been trying for 10+ years now to unseat CUDA. AMD has been trying simply to make drivers good enough let alone the software support for ML on AMD cards. Meta can buy all the chips it wants from Google but I guarantee it’s only because they can’t get …

It’s selling off because of pressure from Google selling TPUs but it’s not going anywhere. Most companies need both chips to do this well. The real loser will be AMD, AVGO, INTC.

AMD

AMD in that position where nobody makes money. $200 is the top. Puts too expensive.

TPU's are replacing GPUs..RIP AMD and NVDA

AMD a buy under 200? They did all those deals with OpenAI

NVDA and AMD both knocked their earnings reports out of the park. This market is absurd. Fuck Kohl's. Who tf has Kohl's stock?

# Collaborators Albemarle AMD Amazon Web Services Anthropic Applied Materials Atomic Canyon AVEVA Cerebras Chemspeed Cisco Collins Aerospace ComEd Cornelis Networks Critical Materials Recycling Dell Technologies Emerald Cloud Lab EPRI Esri FutureHouse GE Aerospace Google HPE Hugging Face IBM ISO New England Kitware LILA Micron Microsoft MP Materials New York …

Bought into AMD on Friday at the bottom and sold it on a whim at the high yesterday. I may actually be the best trader alive with +7% in 3 days. I’ll get started on my book right away guys

What the fuck happened to AMD?

Moves I posted earlier were all great moves: Bought AMD at $196.50. Bought DUOL at $168.80. Bought GOOGL puts $320 EXP Dec. 12th. My port is green.

NVDA AMD GOOG

I missed something, but what hardware Google has? Isn’t it just nvidia and AMD has it?

Pretty decent chance we've seen the last of the nuttiness from Google for now. NVDA/AMD (more of a ? here) are going to need to keep finding bids, or else involving the Nasdaq.

AMD haha

Sold an AMD put and 48k in one day I joined Reddit not long ago and Ive been watching the rDaytrading channel closely today I can finally make my first post I sold an AMD put today and made 48673 dollars and it finally pushed my account over 500k https://preview.redd.it/6nllsdjcdf3g1.jpg?width=600&format=pjpg&auto=webp&s=8e3da0bcde01fd90bd39c621a36db2f4fbab6c60 …

You placed an AMD call… in THIS economy??

Reports indicate that Google and Meta are in talks over a multi-billion-dollar artificial intelligence chip deal, sending Nvidia's stock price lower on the news NVIDIA (NVDA) shares rose as much as 5% in early trading Tuesday after reports that the artificial intelligence chipmaker may soon face increased competition from its …

Explain the Google, TSMC, Nvidia dynamic to me TSM tends to trade with Nvidia. Nvidia goes up, TSM goes up. Makes sense. AI trade. Google goes up because Meta wants to buy access to their TPUs. Google needs to make more TPUs to sell to Meta right? So Google needs …

Google and its TPU sales rumors are just fucking my shit up. NVDA down 5%, AMD down 8%.

Nvidia is on a 1 year back order for its top line and this is what people are concentrating on? Don’t get me wrong, I hold GOOGL, but think… Google could explore AI chips and explode their chip design department for the next 2 years and still not be ready …

Good AMD NVDA PLTR HOOD dips??

Well RIP my AMD calls I bought on friday

I find it hilarious that the new NVDA competitor is Google and not AMD like everyone of you regards were preaching for the last few months. 😂🤡s

AMD should fill \~186 gap at least

Me yesterday: “I don’t trust this chip pump. I should buy AMD and NVDA 2WTE puts” Also me yesterday: “haha let’s buy SPY 1DTEs instead”

Nvda makes Tostitos. Google makes Doritos. AMD makes Santitas.

Everyone out here talking about NVDA dumping, meanwhile AMD dumping harder.

Why are NVDA and AMD shitting the bed?

AMD can’t take a cent of NVDA’s datacenter market share but GOOG’s TPU will LMAO

Hype has to go somewhere and it has completive models and a chip alternative that's rivaling Nvidia g almost faster than Intel and keeping pace with AMD. I think it's over frothing and might be the blow off the top moment for NASDAQ eventually and in a lack of real …

so is today the day everyone rotates out of NVDA & AMD, and into AVGO & GOOGL?

AMD Price action make it make sense

GOOGL & AVGO sucking off NVDA & AMD like they're vampires

As a GOOGL call holder, I feel it needs to be said that TPUs are an ASIC and are fundamentally different from Nvidia GPUs. This is not a direct competition. NVDA demand far outpaces supply and all this means is that companies will use TPUs to fill the gap between …

it’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already …

You can choose to overcomplicate trading by trying to time entry into stocks that have zero momentum like nvda or msft or oracle etc or you could just simplify things by simply buying the hottest stock of the month and holding until momentum fades like AMD last month and GOOG …

it’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already …

It’s the natural progression of any market where returns far exceed the cost of capital. $NVDA surfed this wave almost alone for years: extremely high margins, massive demand and virtually *no competition*. That kind of economic profile always attracts new entrants. Michael Porter said this 45 years ago... We’re already …

VLVY = Against big names and strong competition, their revenue is dropping fast by quarter . Thanks for this I’ll buy puts against them . Serv=cash flow negative insanely, concept is cool but they Are worth 0$ a share, they couldn’t pay me to buy their shares . It cost …

Nvidia’s Q3 Earnings It has been learned that, driven by the continued surge in demand for high-end AI data center chips, Nvidia (NVDA), the world’s most valuable publicly traded company, has just delivered record sales results and strong guidance. A Brilliant and Optimistic Earnings Report: Nvidia’s October quarterly sales reached …

- Google, Amazon, Microsoft building their own AI chips - Meta buying Google chips - Apple building their own chips and buying Google chips - Tesla gonna build AI chips - AMD coming in hot with their chips which are cheaper at inference

Can someone more financially engineery than me, explain this three card monte, deck chair shuffling AI finance bull shit to me. So OpenAI is investing in Nvidia, who is investing back in OpenAI, who is investing in Oracle, and now Google is investing in Meta, Nvidia, and AMD. Am I …

Chart Your Freedom Journey: Day 65 (11/24/2025) - Win. Daily P&L Update: (+$213 Day) Date: 11/24/25 Tickers: AMD Plan AMD: Bullish bias if above 205 Trades 1. AMD– 11/28 195 Sell Put (5 @1.93) Entry Trigger: Saw AMD held the 205 support level Risk: Under 205 Exit: +$218 as it …

Google and AMD come back of the year award

The fact that Google calls their chips "tensor processing units" (TPUs) confuses Investors, talking heads, retards on here, and seemingly everybody else... We all know that graphics processing units (GPUs) are well suited for training AI. The reason why GPUs are good at performing matrix calculations is because graphics rendering …

Swing trading stocks like BBAI, AMD and GOOGL

NVDA is valued at 4.44 trillion dollar, and needs to grow at 50% to sustain shares at current level. For example, in comparison, entire India's economy with 1.5 billion people is $4.13 trillion. Germany about 5 trillion. UK 3.7 trillion. NVDA may have near monopoly for its chips, buy it …

Why do my I see a ton of navidia calls ? Is there something I don't know? There are lots of better bets ... Google , meta, Amazon, broadcom, AMD ...

Google In Talks To Offer Its AI Chips To Meta; Nvidia, AMD Fall https://www.investors.com/news/technology/google-in-talks-ai-chips-meta-nvidia-amd/ Google parent Alphabet (GOOGL) reportedly is in talks with Meta Platforms (META) and others to let them use its Tensor AI chips, expanding its Nvidia (NVDA) rivalry. Google and AI chip partner Broadcom (AVGO) rose late. …

Solid core. SPYI and QQQI for income, VOO for growth, NVDA and AMD for tech exposure. PLTR is the wildcard but if you believe in it fine. If you want to diversify add SCHD for dividend growth. It complements what you have without overlapping. 20 percent dividend growers, different from …

Beats have been getting slimmer and slimmer and that huge gross margin they are getting now probably isn't going to last forever. Competition *is* coming. AMD, Google Tensor, Broadcom, Marvell and so on. And then there's the concern of circular jerking/financing and potential overbuild. If that happens then those rising …

if you listened to the shills here, at one point AMD was referred to as 'Advanced Money Destroyer', and people were freaking out over GOOG breaking up do your own diligence and have your own convictions

I used to be like most of the negative people in the comments believing gay bears 🐻 that Nvidia is going to tank soon and it could never continue to go up an the valuation is crazy an all this bluff till i watched Nvidia accumulating then manipulating and then …

NVDA margin will shrink, whether you like or not. Whether you believe or not, AMD can do training too. And next year, they will do large scale training with rack solution And if you plot the rate of improvement for Gemini, OpenAI doesn't look so good now You should understand …

So when certain products (AI) start to mature companies start making things like ASICs (TPUs are another name) which are really really good an efficient at one thing. Some companies are pouring themselves into those items and moving away from GPUs that are good at a lot of things. ASICs …

AMD does not disappoint in disappointing

Woah, looks like there might be some competition for NVDA in the works! I'd better be careful, unlike I am around AMD and AVGO and BABA and whoever the fuck else is supposedly stealing NVDA's moat.

Switching to AMD

Arent googles TPU's niche and only viable in the Google ecosystem? Meaning companies cannot make their own infrastructure with them, only AMD and NVDA has general purpose gpus

What’s with AMD after hours?

AMD, noooo, wrong direction! Why can't you be more like Google? ....the fact that I wasn't expecting to type this sentence explains how come I exited the google position and kept the AMD.

Bought at $20k @ $180, got cold feet all the way through the $150 dip and sold at even at $185 thinking I got out before AI killed it off and the lawsuit was going to end badly. Also manage to buy Nvda @ $120, AMD @ $110, Intel @ …

During CNBC interview that took place May 20 2025, in which Musk discussed the hardware strategy for Tesla, Inc. and xAI. Musk said: >We expect to still buy a lot of GPUs from Nvidia, some from AMD, and maybe from others … So long as Nvidia is better than what …

> We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding. Tesla’s “AI chips” in their cars were simple called hardware 4 then last year to get in on the hype they changed the name to AI4. …

Most people don’t know that Tesla has an advanced AI chip because IT DOESN’T exist. Remember. Tesla has no AI chip patents. No NVIDIA or AMD like chips made by Tesla have EVER been found in their cars. Any other CEO would be fired for lying like this!

My MACD setup hit again another 700% runner this time on OPEN call I have been sticking to the same MACD setup lately and honestly it has been hitting way better than I expected The AMD put that ran over 630 percent was already crazy for me and now this …

Nvidia / AMD / Intel are selling shovels. Coreweave and Nebius are providing housing for the shovels. Open AI / Google / Microsoft / Meta / Amazon are buying the shovels. Will A.I. be profitable?: Yes Is A.I. profitable now?: No. Not even close. Will A.I. become profitable before investors …

I would do 30k in each of the following AMZN, AMD, SHOP, META, AXP.

Credit card debt like mortgages and car loans are secured by bonds. If defaults rise, those bonds have to be sold to secure the defaulted debt. If bonds sell, rates spike essentially making debt more expensive. In the case of the current AI financial landscape the whole machine is contingent …

Brother if you bought ORCL or AMD puts last week, you'd be up so much more Good luck

I sold my truck and bought puts and I’m doubling down I believe Apple, and Google are about to flash crash. 200 1H MA has crossed over 50 & 100. 200 4H MA is same as 50 1D MA. $AAPL ATH Almost 20% off of 200 1D MA. $259.49 is …

Have we lost history? Nvidia did NOT enter a market dominated by Intel and AMD. Not at all. Nvidia was up against ATI and some others when they started. Intel focused more on laptops, servers and desktops non-gaming. Nvidia and ATI were competing pretty hard until AMD acquired ATI and …

If Nvidia really wanted to, they could acquire AMD near the end of Donald Trump's presidency to avoid antitrust pushback And Lisa Su would probably be ok with it since Jensen Huang is her cousin

I KNEW I should have bought AMD puts when it was $250+. I chicken out when I see it go up even higher.. my hands get too week when my options tank in the short term when the stock price goes the other way even though my expiration dates are …

AMD is caught in an awkward balance where their chips are not good vs. Nvidia for training & too expensive vs. Broadcom for inference That's why Nvidia & Broadcom is the peanut butter & chocolate for AI LLM models

Nobody who works at an AI lab really want to switch from Nvidia to AMD lol AMD chips have worse performance and they would have to rewrite their entire workflow from CUDA to ROCM. Also ROCM kind of sucks vs CUDA. It's like telling your $500K AI researchers to go …

Switching from Nvidia CUDA → AMD ROCm is like switching from an iPhone → an Android from 2011 while running a billion-dollar business with thousands of custom apps. It’s not impossible, but it is painful, expensive, slow, risky, and yields worse performance. That’s why labs stick to Nvidia even when …

Some people will hate my strategy but it works for me as I retired early 12 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple …

I am not sure what is meant by Michael Burry being correct about AI is. As far as AI is concerned he just pointed out that the AI chips and infrastructure companies are propping each other and GPUs are being depreciated later than they should be. -- Both of these …

Hood AMD NBIS. Need to diversify after all. But NBIS could double pretty quickly from here

I’m selling VTI and buying dips on PLTR NVDA AMZN META AMD

NBIS, SOFI, AMD

AMD

Buddy you have no idea what you're talking about with AMD. They did $4.3b of data center sales in the latest quarter and there is no way they only $1.5b of that is cpus. That would imply they sold $2.8b of gpus, which if anything would boost their stock price …

META, adobe, amazon, pinterest, paypal, meli, betsson, uber and AMD are my picks to buy on the dip

Is your thesis buy INTC or sell AMD? Because your sell AMD points kinda suck. You used a December 2024 article about AMZN not being able to rent out last gen AMD chips via AWS. >They are only competing with other inference chips. Uh yeah, that's the thesis that Sam …

Where’s AMD lol

When Su Bae make AMD green?

Look at the power draw on the new Intel-core-ultra 290k to 250k plus line up: it's still a joke. They all start at 125 W and climb into the 250 W range. This is why these CPUs can't be put in ultrabooks, miniPCs, or chromebooks, and likewise (by extension the …

Does anyone have access to sub 1min price data ? I would love to see the last few minutes of $AMD at close. On the last 1min candle price went from $204 to $200 but closed back at $203.75. Just insane manipulation to try to get it under a break …

Mam, I really wish I sold AMD at 240....

I think AMD needs an honorable mention. Hit 196 on Friday down 25% from ATH of 265.

Nvidia is structurally ahead of AMD by 12 - 24 months AI labs don’t have the luxury of being 1–2 years behind. This is a time-sensitive, irreversible race for AI dominance (over in the 2030s) Which is why NVIDIA becomes the central hardware monopoly of the AGI era.

The real tell for Nebius is whether they can keep GPU utilization above \~85% while locking in cheap, long-duration power, because that combo drives durable cost per GPU-hour and pricing power. What I’d watch each quarter: committed vs. on-demand mix (aim >70% committed), backlog and weighted avg contract length, take-or-pay …

MU, AMD, ORDL & RDDT.

Nebius analogies - long term vision DISCLAIMER: I am invested in Nebius Group and thought of sharing this since it's a popular name among retails. Feel free to discuss, debate, argue, critic and or share any thoughts on this post below. Looking forward to healthy and useful discussions! There you …

AMZN MSFT RDDT META MELI AMD

GOOG, AMD, NVDA, META like ppl say. But if you can get MU for under 200 around 185... that's one of the best. Very strong performing stock, likely to hit 400 next year if the bull market continues.

AMD , PLTR, IREN , OKLO, DJT , NVDIA, SFTBY

AMD is not really making a dent in Nvidia sales if their gross margins are over 75%

META, AMD, GOOGL, and RDDT for me

AMD when (if) it fills earnings gap, DCA into IBIT, TSLA, SOFI.

UBER AMAZON DATADOG AMD AIQ ETF BOTZ ETF MSFT Little bit of CRM (salesforce) I am buying these.. How to these sound for the long term (5 to 10 years)

Give it to me straight doc, are my Jan 2026 NVDA 200c, AMD 240c dead already?

My Perspective on NVIDIA/AMD After Years of Trading Yesterday's US stock decline stemmed primarily from overvalued tech sectors triggering profit-taking among investors. Combined with uncertain employment data dampening rate cut expectations, tech stocks led the market downturn. Today saw a slight recovery in sentiment as capital flowed back into large-cap …

My Perspective on NVIDIA/AMD After Years of Trading Yesterday's US stock decline stemmed primarily from overvalued tech sectors triggering profit-taking among investors. Combined with uncertain employment data dampening rate cut expectations, tech stocks led the market downturn. Today saw a slight recovery in sentiment as capital flowed back into large-cap …

Bough at the first dip around 110 and kept buying. Currently my average price is at 94. If you buy just be aware that these Data Center stocks (NBIS, APLD or CRWV) are quite volatile and experience daily 10+- changes quite often recently. I like Nebius cause they have massive …

I think Value wise NVO (PE rate 13) and Meta (PE ratio 26) are the ones with high market cap to take a look at that are mostly discussed here. This Subreddit was quite keen and GOOGL and AMD they both did 2x. I also like DUOL but this is …

$NVO catalyst upcoming 1. FDA decision on their glp weight loss oral pill will be coming in Q4. This can be a FDA decision on their glp weight loss oral pill will be coming in Q4. This can be a huge catalyst for a rerating of the stock. They are …

Not -90% but I was down -74% at my worst and then went into the green (somehow) on an extremely lucky AMD position. Literally saved my account

Switching from long term investing to swing trading. I've been watching popular stocks like TSLA AMD HOOD and GOOG this year they all seem to follow the same pattern a solid uptrend then a pullback. Not sure if you've noticed it too Lately I've realized that swing trading suits me …

For the first time today since i started investing, I am in red So , I am fairly new to stock investing, like 5 months and 20 days back my return was 38% overall , now for the first time its -0.8% I only invest long term , so i …

I don't believe rate cuts are really driving this. I think there are many factors, but one is concern that companies pull back on their AI capex and don't actually follow through with pledged purchases (including from NVIDIA/AMD, etc.).

Amazon, AMD Netflix . I also hold Bmnr and Coreweave now, which I am optimistic in the future. And if I am proven wrong, I have a tax harvest backup plan. The wise thing is to just cell covered calls if you are able to, and if you are not, …

I bought AMD YESTERDAY. Could've saved 50 euros.

Stocks rebound after Thursday’s AI rout as Fed’s Williams revives rate cut hopes U.S. stocks posted gains on Friday, fueled by the remarks of New York Federal Reserve President John Williams, who implied that the central bank might reduce the interest rates again in December. The index of the 30 …

Stocks have bounced back following the massive Thursday sell-off fueled by artificial intelligence, as Williams of the Federal Reserve has rekindled the hopes of a rate cut. U.S. stocks posted gains on Friday, fueled by the remarks of New York Federal Reserve President John Williams, who implied that the central …

In most cases the only way I ever got back was by doubling down... I had bought AMD like $100 a share and I bought it when it was at its low around $2.50 brought my cost average down to like 10 bucks..

Anyone buying $AMD after the sharp 22% pullback or are we waiting to catch a deeper bottom?

AMD, VOW, LUV

I have Nvidia, AMD, INTC, Broadcom, WDC and TSMC in my portfolio. Should I sell all these and invest in Google, Walmart, Berkshire, etc ? Or Should I hold and wait for an upside ?

AI stocks kept investors on edge with their relentless volatility. The Nasdaq Composite finished down 2.16% after being up as much as 2.6% in the morning. The S&P 500 also experienced such wild movements (unfortunately, not in the opposite direction) and lost 1.56% at the end of the day after …

AI stocks kept investors on edge with their relentless volatility. The Nasdaq Composite finished down 2.16% after being up as much as 2.6% in the morning. The S&P 500 also experienced such wild movements (unfortunately, not in the opposite direction) and lost 1.56% at the end of the day after …

Lol i havent checked AMD price in a week and this shit dumped $40 LMAO advance money destroyer

I received a lump sum and thought I want to live chill for a while, so I put a big portion of it into META AMD NVDA 3 weeks ago. Now I need to pick up myself and get back to Wendys (not literally Wendys but Starbucks or McD or …

Cant wait for this to off set my AMD losses 😭

How is AMD down 23% from the peak? However, at $204 still seems overvalued

If you bought AMD just 6 days ago, you now need it to go up +25% just to break even lmao

Solid plays. Thinking of getting 11/28 AMD or 12/5 NVDA calls at similar strike

Imagine being retarded enough to buy AMD at 255 LMAO

LOL I thought i missed out on AMD at $100....looks like i might get another shot

I have been DCAing many mineral mining stocks like HL, CDE, AEM and the like. Recently got into energy ETFs like PHO and VDE. also WM is always good to DCA in my opinion. That said, I decided to sell all my tech stock (42 NVDA and AMD, RIGHT before …

If I am buying the dip I am making a growth play. AI is the growth fad right now, so I'd be grabbing more NVDA, INTC, and AMD. Other interesting things are BE, AMZN, GOOGL, AAPL, and MSFT. I think somebody once said, "Be greedy when others are fearful."

which stocks do you think are the best to buy on this dip among these : SMCI/NBIS/RKLB/AMD/MU ?

Yea I cummed. My entire portfolio is AMD, NVDA, and MU

Tech wreck incoming. Look at the charts on AMD, MU, SNDK. They ran up up way beyond fundamentals. They will get crushed if there is no Fed cut in December.

Amazon, meta, paypal, pinterest, adobe, brookfield corporation, betsson, AMD, novo nordisk and more.

This gives me more faith in Meta. As for Oracle and AMD? Well … sentiment sells.

I asked Chat - list significant upside risks that haven't been priced in for NVDA: Here are the biggest upside risks for Nvidia right now: --- 🚀 1. AI Demand Grows Even Faster Than Expected (Hyperscaler Super-cycle) If Amazon, Microsoft, Google, Meta, and Tesla double or triple their GPU spending …

AVGO and AMD Calls Sold AVGO early this morning to avoid market volatility. AMD was pure speculation, I didn't do my DD when I placed the call and it showed.

6 days ago AMD was $262 It’s now $205

Why did AMD drop $50 a share??

Post-Earnings Play Previous post: https://www.reddit.com/r/TheRaceTo10Million/s/5tzG8lVLd5 My last posted play performed beyond expectations. I sold my NVDA calls pre-earnings, and sold all puts pre & post earnings, netting far over 150% profit. This is my next play: 12/5 $210c AMD 12/12 $195c NVDA 12/12 $32c SOXL As I predicted, NVDA had …

The only thing I don't understand about all this **NVDA** drama is what did **AMD** do wrong? It's a wonderful company with strong earnings and a beautiful p/e shy of 100.

Yep I didn’t believe that earnings bear would life the market for a second. If AMD hits $200 I’ll buy 100 shares

The real bottleneck is still demand being way ahead of product availability. NVIDIA’s sitting on a 2 year backlog. I know you’re not a fan of the whole AI wave, but the numbers are what they are. And Google using its own TPUs doesn’t really shift the landscape. There’s plenty …

Critique my revised 1 yr hold portfolio This is it. Total value is roughly 800k, decided to put 50k in voo. The rest: NVDA — 18.02% AVGO — 11.60% ASML — 10.33% ANET — 9.93% OKLO — 6.45% PLTR — 6.41% MSFT — 6.24% TSLA — 6.02% GOOGL — 5.02% …

Me as an Nvidia employee buys Google stock as well. And AMD stock. Atleast one of these should buy me a lambo someday lol

Just doubled down on AMZN. NVDA and AMD calls

the algos control the markets and have decided that we are going to go down for a while. just accept it. all the news/etc is just coordinated manipulation to ensure it happens - just as it was coordinated manipulation the past 6 months to cause the market to rally for …

Why is now filling, upon US market Open? Not only Nvidia, but also ASML and AMD?

You’re noticing something very real — it’s called **sector correlation** and it’s extremely common in tech, especially AI-heavy names. # 🔍 Should you use it for confirmation? It can help, but with limits. # Useful: * If NVDA breaks a key level with strength, AMD/AVGO/MSFT *often follow*. * If QQQ …

GO **AMD** GO. AND **RIVN** TOO.

Gemini has a 10 year lead over everyone else. They started first in terms of massive corporate money being spent. If I am google, I'd be worried about how quickly everyone else is catching up. Googles lead time is squandered by their lack of Nvidia/AMD GPU. Simple as that. Their …

Dow Jones Today: Indices of stocks climbed after spectacular Nvidia performance; Technology stocks increased significantly; The USA hired more people in September than it was expected. Thursday, there was a notable surge in the major stock indexes, which followed close on the heels of the Nvidia (NVDA) quarterly results that …

Reddit Ticker Mentions - NOV.20.2025 - $SGBX, $NVDA, $BYND, $NFE, $META, $GME, $AMD, $IVP, $VIVK, $SGD

Reddit Ticker Mentions - NOV.20.2025 - $SGBX, $NVDA, $BYND, $NFE, $META, $GME, $AMD, $IVP, $VIVK, $SGD

Reddit Ticker Mentions - NOV.20.2025 - $SGBX, $NVDA, $BYND, $NFE, $META, $GME, $AMD, $IVP, $VIVK, $SGD

AMD

AMD soaring more

Analyst asked Jensen what could really constrain $NVDA growth now. Power, financing, memory or foundry? “These are all issues and they are all constraints. When you are growing at the rate and scale that we are, how can anything be easy. We have much better visibility and control of the …

Update momentum + engulfing Hey guys, Thank you very much for your criticism past time. It helped me pretty much to improve my code and logic. Now I take: global trend + day trend (ORB/VWAP) - depending on that bearish or bullish engulfing for each of the tikers. Engulfing has …

Pretty dumb that he lists Denny’s to act all humble, but completely missed out that he worked at AMD as his first semi job.

Nvidia : the buble storytelling is delayed, but still exist stronger I guess some people doesn't look what there is behind the earning of Nvidia. If we listen them, everything is ok, but they didn't tell everything and avoid a debate about the reality of AI economy : \- first, …

That hundred billion going round and round between Nvidia, AMD, Intel and OpenAI propping up the whole world economy right now

Serious question to all you smart people - how to hold a growing stock without risking too much capital? As it grows from $10, $20.. $40.. then $100, $150 and beyond.. your initial capital starts to grow unnervingly large. Temptation to cash out is strong and downside risk is like …

That 100b that keeps going round and round between Nvidia, OpenAI, AMD and Intel is propping up the entirety of the global economy

in-house TPU plus AMD hardware... I still like OpenAI's odds better. Google is still playing defense, protecting its products like Google Search. At least they are adopting AI earlier than Apple.

#NVIDIA SURGE SET TO FUEL YEAR-END TECH RALLY Wedbush Securities says Nvidia’s strong earnings and upbeat guidance should reignite the tech rally into year-end. Analyst Dan Ives calls it a “monster quarter,” with earnings and revenue—especially data-center sales—topping expectations. Most notably, Nvidia’s $65 billion sales outlook beat forecasts and is …

!banbet $AMD $232.1 18h

Burry’s Recent Tweets: Week of Nvidia Q3 Earnings A simple explanation of what Michael Burry is warning about right now During the week Nvidia reported its Q3 earnings, Michael Burry posted a series of tweets that pointed in one direction: the current AI boom may not be supported by real, …

Can't post links to the site here so I'll just copy and paste the data.. Q3 Revenue Growth, YoY % Change... * Palantir $PLTR: +63% * Nvidia $NVDA: +62% * AMD $AMD: +36% * Meta $META: +26% * Microsoft $MSFT: +18% * Netflix $NFLX: +17% * Google $GOOGL: +16% * …

AMD is good but NVDA is better and cheaper though.

I was working at Merrill in 2014 and distinctly remember hating Nvda because I bought AMD and they were getting spanked comparatively.

GO **AMD** GO!

Today was a pretty good day. I own NVDA and was trading NASDAQ futures off and on. Wasn't holding the futures during earnings because I'm stupid not crazy. My AMD and AVGO shares did well also.

NVDA backlog will be huge for AMD. Stonk going to the moon.

I mean these GPUs will need updating every few years and I don't see AMD or other companies grabbing too much market share. Although im also invested in those

Bought a shitload of AMD before close

What would happen if the AMD lady and the NVDA leather jacket guy had a baby?

WHAT IN THE FUCK WAS THAT AMD DILDO HAHAHA

245c for AMD and 165p for NVDA. Ones a sentiment play and the other is a bear play. Both pretty otm but who knows

Thanks god. My 1 year hold AMD end at dec 12th and I can sell before this release 😂

Su bae puts printing. I guess no matter what the NVDA results, AMD dumps for sure

This AMD trade completely changed my week. I haven't been on Reddit for long, but I wanted to share my own trading experience. I've been trading stocks and options for almost ten years, and to be honest, the first few years were tough tough enough to make me question my …

This is: 1.) A surefire way to get a government handout. 2.) A surefire way to run the company into the ground, in perhaps the single hardest, low margin, no room for error business on the planet. There is a reason TSM is the only remaining cutting edge fab on …

Buy AMD

I don't know whether to be happy or sad I added to my long term TXN position yesterday on HOOD I bought AMD today and sold it made a few hundred dollars did a day trade I am quite bullish on AMD fundamentals I just think the stock price has …

By what logic is AMD seriously overlooked? The stock is trading at 113 P/E.

The stock that shot up from fake circular deals? That AMD?

Positioning for the Next AI Wave Hey everyone, with how chaotic the market feels right now I’m thinking about switching up my holdings. I’m expecting some kind of correction or a small pop in the current AI hype cycle. I don’t think AI is overhyped long-term, but I do think …

That's not completely true though. Tons of internet/computer companies had legit businesses during the late 90s. Gateway, Dell, HP, Cisco, Nortel, Intel, AMD, Corning, etc. I think the better analogy is probably AI and 90s telecom/fiber optic companies. A (mostly) legit business that overbuilt, got competition, became a commodity, and …

In fairness. Didn't the big spike in AMD come because AMD is giving OpenAI a 10% stake in AMD?

Trimmed down my TSM and AMD shares, this tingle in my bumhole is the sell signal.

AMD riding the hype is different, other fields have actually to put in work to pump like AMD out of its ass, don't be surprised if it roundtrips back to 100 bucks.

...what does AMD have to do with NVO? Stop being desperate bagholders. If you've done your due diligence that it's a hold, then hold and stfu. We don't need NVO post #852

AMD is doing just fine

So should I be investing in Nvidia, AMD, etc etc? So many mixed messages

AMD stock grew. AMD revenues not so much. Remains to be seen how will their OpenAI stuff turn out. For now, it is all a promise. Same company, different sentiment. Lets see how it turns out.

Didn't AMD CEO say a week ago-ish that the demand for AI chips is "insatiable" I doubt that's changed in a matter of 2 weeks. Guidance will be strong

NVO: Don't forget that they called AMD Advanced Money Destroyer for well over a year before huge gains I'm not saying NVO will make the gains that AMD did, but just something to consider that current performance doesn't mean that the company cannot gain market share of a big business …

November was rough I usually use webull for some speculative calls, I turned 150$ to 700$ from and AMD call that went well for me, I cringe everytime I do open the app, at least my actual loss is 150$.

Insider Sell Alert: $AMD CTO Mark Papermaster Sells $4.1M via 10b5-1 Plan

Nvidia Isn’t “Just CUDA” — Its Hardware Moat Is Why It Still Screens as a Value Company From a value-investing perspective, I think this misses the real picture. The more I study Nvidia’s positioning heading into earnings, the more it looks like a company whose competitive advantage is far deeper …

I'm scared after I play AMD. It went down

Buying heavy in extreme fear have been my best strategy ever. I will continue with that. I bought META, amazon, AMD, betsson, adobe, pinterest, paypal and novo nordisk for like 50k USD this week alone.

I’ve got a question for the community… I hear about these breakouts (GOOG, AMD, Covid crazies like Bed, Bath and Beyond) How often do these breakouts happen when you’ve really learned what to watch/lookout for?

AMD?

AMD

I sold most of my AMD, Nvidea and Palantir. Decided if I was up over 50% to take the win and wait until the storm is over.

I see no reason why all 7 won’t succeed over time, among others like AMD and Broadcom.

Nvidia and AMD are reportedly considering discontinuing low and mid spec GPUs because of rising RAM costs... nobody even cares about us gamers anymore

Did Burry call it again? ORCL, NVDA, PLTR, AMD are all down for the past few days.

I'm long on AMD, it only make me impatient until i see green again but when you have an aimed price you don't care what happen as long as you're bullish

nvidia is 8% of the stock market. When AI pops, the first thing to go are the companies who can't exist without the AI companies, as their entire business model relies on it. Most of those companies are pure shit, but some aren't. Like nvidia who has pushed their chips …

One think that I'm sure about and it is very overvalued AMD

loss porn down from 330k$ in october Burned 100k in AMD & PLTR Calls, 70k in BYND shares and remainder in othershares tanking Am i regarded?

No! I swing trade esp. last few months between NVDA/AMD , very profitable.

AMD to 300 tomorrow. Lisa picked up a shift on the corner.

Honestly surprised AMD is holding up this well

Chart Your Freedom Journey: Day 63 (11/17/2025) - Win. Daily P&L Update: (+$151 Day) Date: 11/17/25 Tickers: AMD Plan AMD: Bullish bias if above 242 Trades 1. AMD– 11/21 225 Sell Put (3 @1.97) Entry Trigger: Took a starter position as it broke 242 level but closed over Risk: Under …

AMD don’t care

Compared to what AMD? It trades at 129 multiple. So no 😞 . I think you are better off buying spy or QQQ 😅

Nvda always beats earnings, not always “blowout” like some want… but look at the price action after earnings for say, the last four quarters. Pay attention to how the market makers and options sellers position themselves. There’s a 7.5% implied move. But who sets that? The options chain. Both calls …

If NVDA is overvalued, they should look at AMD instead

AMD

Just Read an Article From 1999 Issue of Fortune Magazine "Mr Buffet on the Stock Market." Relating Today's Market to the Article, Isn't the Market Extremely Over Valued by Every Metric? [Article](https://www.berkshirehathaway.com/1999ar/FortuneMagazine.pdf) I just got done reading an article published in Fortune magazine 1999 on Warren Buffet's outlook on the …

He is gonna buy AMD next. Its super undervalued

It would be wild if it would be Nvidia or AMD

People forget that NVIDIA and AMD and the rest of semiconductors are a cyclical stock lol

Just bought a RTX 5080 with a AMD 9900x, been 9 years. Coming from a 1060 & i7-6700k, pretty excited.

My AMD puts solely holding the entire market up until they expire worthless then it’s downhill from there.

Im with OP on this. We all agree that AI will be the future but takes time to filter out scammy companies and emerged the winners. The weird part of this is that the so 'winners' seems to emerged which is the MAG 7. The catalyst i see happening is …

I don't think it's a bubble popping situation, I think it's either that AMD cooked or there's new hardcore for training. But I don't see how they convince developers to part with CUDA. It's more than just who has the best hardware - if you can't code for the architecture, …

If you’re going to jail just say screw it and go all in on AMD and NVIDIA… You may come back and get to live it up pretty well.

BMNR, KO, PEP, TSM, NVDA, AMD, CRWV, LULU, NKE, COST, BBAI, IREN, WM, GOOGL, W, PLTR, BTC, ETH, HD, GEV, LMT, DK, FNMA

I think the entire market, especially NBIS et al, are hinging on NVDA next week. I don’t see why they wouldn’t report huge earnings and positive outlook if AMD did but I’m no expert and this is based on nothing lol. I think most people want all these stocks to …

Future Tech Pure Plays to Invest in Now? I’m curious what future tech folks are investing in / watching today with a multi-decade view. I’m especially interested in pure plays, and ideally in areas that haven’t already gone on a 300% or so tear over the past year. For context, …

This is my portfolio which is heavily invested on picks & shovels for the AI infrastructure together with some companies for disversification that are undervalued. My thesis is that, I rather invest in the infrastucture because its hard to know who will really win in this AI race because road …

What do you describe as "Big AI companies"? Because if you say OpenAI, I would stay cautious about them. OpenAI has made 1.4 Trillion dollars in infrastructure promises in a 5 year span to Nvidia, Microsoft, Oracle, AMD, Broadcom, Coreweave (and many others). That doesn't include the energy infrastructure that …

I have a hot take on the circular funding everyone is talking about: there's nothing to worry about. It's the same companies investing in each other because there's nowhere else for money to go. If you're Nvidia, you're swimming in cash. You invest into openai because that's the biggest potential …

AI is not a bubble. The term bubble is used by people who did not experience the Internet bubble / do not understand the delta between now and then. My AI plays: companies with profits and growth, best if the cash flow can cover the CAPEX: Alphabet, AMD, NVIDIA, ARM. …

Business With Brian is my favorite channel. He doesn’t put out many videos but they are always worthwhile. He convinced me to buy quantum and OKLO before they ran up. I watch Jeremy from Financial Education almost every day. He convinced me to buy SOFI, AMD, and Celsius and they …

Jeremy made almost 1 million dollars from Facebook ALONE during 2022 crash and called the AMD run waaay before everyone when everyone was calling it “Advanced Money Destroyer”. He Also went HEAVY for PLTR under 10 bucks. He’s made some GREAT calls and made personally made me lots of $$ …

Jeremy was so right about AMD when everyone hated that stock.

>**NVDA customers and their financial capacity** Many of Nvidia’s largest hardware customers rely on debt financed data centers or external financing structures. Their ability to continue purchasing at scale depends on interest costs, refinancing, and lender demand. I think the biggest issue right now is looking us straight in the …

Swap your weighting of NVDA <> AMD

Brb buying more AMD and NVDA shares.

Bubble? In 2023 when Nvidia was just $45/share, it was trading at a 160x P/E ratio. Today, even at $190 a share, it’s only 55x P/E and 28 forward P/E (21x if you go another year further) It’s not a bubble, you just missed out on the biggest growth story …

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

I buy the stocks of products that i use. APPL, NVDA, AMD, CELH, YUM, COST, etc... I don't invest in the little things that i use but the big things that I have faith in. At the end of the day tho i only play with like 10-20% of my …

NVDA earnings catch-22, early week pump, late week dump The fucking gey auto mods over at WSB wouldn't let me post this so let's see if it'll work here. Alright y'all anyone wanting to play NVDA earnings listen up. There is no winning here and if you try to buy …

Microsoft makes some of the worst software on the planet and commands a premium with openAI, Google makes some of the best software and has access to the most training data. I don't think its a mystery, traders don't know anything about technology at all, but good traders likely have …

I think the big companies like googl and Microsoft won't be affected as much as the smaller companies who are mainly AI. I don't think there will be an AI bubble, I think the crappy ai companies won't make it in the long run. My money is mainly going to …

Bro who is gonna hate you for making peanuts 🤣 the hate comes when someone makes real money lol. Those profits are just basically me doing my TSLA or AMD daily swings with 1-2k shares lol

Gains Just simple long-term gains, I dont do much risky stuffs. The most regarded thing I do would be buy/sell spread. Start the year with NVDA, PLTR, AMD and Sofi. I have closed NVDA and PLTR and dump all into amd & sofi, since I think these 2 have better …

Exclusive: GOOG, PLTR, AVGO, TSM, AMD - Data Signals 1M Price Predictions Inside Just uncovered quant-driven signals on 5 tech stocks showing significant momentum shifts for the month ahead. Here’s a sneak peek at what our analysis reveals: • GOOG: Bullish breakout pattern forming, with RSI indicating potential 8-12% upside. …

NVDA, NBIS, AMD, GOOG, META. I’m long af tho. Expect massive swings lol

If its not a bubble then AMD is a trillion dollar company.

I could be wrong but TSMC might be the shovel manufacturer here? Like NVDA/AMD are obviously the shovel shop, but from what I heard TSMC manufactures a lot of those chips. Feel free to correct me if I’m wrong though.

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

I think will be a Mag 8/9, or maybe a new name entirely to keep things interesting. FAANG > Mag 7 > ??? As for number 8/9, my bet is on AMD / Nvidia

If AI is not a bubble, then you buy all the bubbly AI names. NVDA, TSM, AMD, AVGO, ASML, BABA, GOOG, ORCL, MU, PLTR, NBIS, etc.

GPU Depreciation - what's the real number/when will the real number show up? [https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweave-nvidia-michael-burry.html](https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweave-nvidia-michael-burry.html) With NVDA and AMD releasing new versions every year, my guess is that by year 3-4, the GPU's will have EOL (not the 6yrs estimated by Coreweave). Will this have an immediate impact on AI stock …

AMD sell off before market close is not cool

Busy watching SPY / SPX but AMD puts paying out right now

I will say AMD will be there and AAPL out. AMZN, TSLA, NVDA, META, GOOGL will stay. MSFT I’m not sure. That’s my guess

AMD. (I have no clue what i’m talking about)

I wouldn’t beat yourself up too bad… These have been some of the worst weeks we’ve had in a long while, I’d suggest looking into more medium to long term holdings if it genuinely stresses you out too bad. And for perspective, AMD is actually a good company to have …

Tesla drops and is replaced by AMD. No other Change

Google this year, AMD in 2018, and nVidia in 2022 would disagree with you

That was the case for GOOGL for first half of this year. There where so many post on how obviously undervalued the company was. Still a lot of users slandered it and called it a value trap. I bought so much GOOGL, AMD and nvidia I could during the spring …

AMD, IBM (if quantum succeeds)

Could become Mag 15 with AMD , Micron , ASML, TSMC, Vertive, maybe Nbis

I bought AMD and it's +418%

I’m convinced the stock market is just a casino with extra steps No matter what I buy, it dumps. No matter what I sell, it moons. I swear some intern at BlackRock is watching my account and pressing a red button every time I make a trade. Today: * sold …

PLTR,TSLA,NVDA,AMD,GOOG,META,MSFT

I am insanely optimistic about AI and the "basic" AI stocks I believe analysts do not have the capacity to fully measure the impact of AI. They way they are projecting incremental growth is like if they were analyzing impact of the invention of * the internet by measuring how …

Moomoo AI for stocks analysis and picking stocks I've recently started using Moomoo's AI for stock analysis and stock picking. I asked it to identify 10 potential 5-bagger stocks, and here’s the list it generated: NVDA, AMD, SYM, SERV, NIO, UPST, HIMS, XPEV, VRTX, MRVL Curious to hear—have any of …

I'm a chickenshit right now, so I say 'caution.' I also sold AMD at $180, so that fear is not without downside. My first big (uninformed, uneducated, unqualified) concern is these companies turning their own cash piles into their own revenue through "investing" in customers/clients. This is literally inflating the …