AMD

Sold INTC calls this morning but bought them back cuz I’m worried it’ll moon when they’re making all the domestic chips for apple and amd

That guy with the AMD puts made a nice chunk of change today

$250,000 into AMD

AMD why must you fuck me so

Uh oh! My bear is coming out Sold calls against my SPY position Placed bear put spreads against AMD and NVDA. Those have not filled yet

Yes. That's the three trading days after Christmas. It appears we're getting a Grinch Advent though, considering what's happening to my poor AMD position.

Booo amd you whore

META, ORCL, AMD, MSFT, NFLX, AVGO... next up to get rugged is HOOD, then CVNA.

Based on the estimates Lisa su gave during FAD, which she never misses and typically presents the bear case, would give AMD a forward PE ratio of 10. They made 29 billion last year and already have deals for over 50 billion next year, still more deals to be made obviously

I agree with why ppl are buying it but doesnt nvda have lower forward p/e with more revenue growth expected? AMD and broadcom have existed for decades, theyve been trying to steal and have stolen some but never to the point where nvda is less of a buy than them no?

so you're saying AVGO has low Forward P/E? What are their forward P/Es then, perhaps maybe its just temporarily inflated because of forward P/E. So what's AMD's forward P/E? I mean this is all great but I noticed you didnt comment at all on NVDA yet broadcom and amd are ahead in growth for the stock for the year. To be objective, you cant leave out NVDA. I would think for all 3 that NVDA has the lowest p/e and forward p/e implying its undervaluation with most projected revenue growth.

Do yourself a favor and look at the cash flow statements for these companies. Broadcom turns nearly 50% of their revenue into cash from operations. Their profit is significantly impacted by a noncash amortization of the VMware acquisition. PE for AVGO would be closer to 38 or 40 without it. Edit. AMD will double in revenue in the next 2 years. They are the number 1 data center CPU, and Capex is tripling.

Stocks are bets on the future. Nvidia is the leader of a monopoly, and people are betting on AVGO and AMD to steal market share from them.

I find it hilarious how overvalued amd and broadcom are with their extremely high p/e but then nvda is super undervalued at 44 p/e. Broadcom and AMD have P/e's over 100 and cisco had over 100 p/e too when it was the dotcom era lol. funny. ppl think nvda is done and then they overvalue companies not doing as good. Although Broadcom actually has much higher growth than AMD but Ive never seen a more overvalued stock than AMD.

Do we risk it all on OOM 0DTE TSLA options? Or maybe AMD for the Su Bae touch? And will we be violently green?

AMD, was down 99% then contracts went up 20,000% lol

Why is Nvidia and Amd going down?

Yep I peeped that too, tbf though AMD wasn’t looking to hit this morning anyways

AMD spent the whole day crawling out of the gutter to close green with 1 cent only to get roundhouse kicked into high speed traffic by AVGO AH

My god. I fukin hate AMD…

I’m happy for my amd calls.

Bought shit tons of AMD calls for tomorrow exp right at close

AMD yearns for the green

AMD panic sellers jumping off the Empire State Building

You saw amd down 4% this morning and panic sold instead of trusting in Su Bae

amd lol u goofy shit

This market manipulation is horrific. Look at QBTS and then look at smci, amd, nvda

The big tech are all getting annaled for the past 1 month.. NVDA = -8% AMD= -10% MSFT= -5.5% PLTR = -4% Only Googl, AVGO are doing decently well. Meanwhile my calls.... - (x2) of the above.. what a clown show lol

Bullish on all datacenters. Genesis project was the pivotal moment for all hands on deck approach. All winners. $ORCL $NVDA $TSM $NBIS $IREN $CRWV $GOOGL $MSFT $META $APLD $AMD $AMZN On more technical note, second half of 2026 and 2027 will improve the llm by a large amount due to Nvidia Rubin. The next generation Rubin Ultra will remove the bottleneck

AMD been getting dragged last few days

Oh grow up AMD

Why is my AMD down 3% 😔 OpenAI gotta IPO to reduce fears

Can people stop touching AMD in the bad way?

I swear I was living my best life in the Kool-Aid stocks. AMD, Google, ASTS etc, just vibing. Then suddenly everyone starts worshipping IREN and NBIS like they’re the holy grail. They’re making deals with Microsoft and Meta so I’m like, ‘aight bet,’ and hop on the hype train. ONE (1) DAY later Michael Burry respawns with a wild hypothesis about AI earnings being cooked because GPU depreciation is apparently a cosmic lie. Palantir immediately moons 9%, cooks Burry himself, he rage-quits and closes his fund… and the market still decides ‘yeah AI is fake actually’ and nosedives anyway. Meanwhile Google’s (the stock I obviously sold) out here announcing it’s the final boss of tech, flexing like crazy… and MY portfolio is falling faster than my mental stability. You literally cannot make this shit up.

People, everything we can pump, has been to the moon and back to earth. NVDA, OKLO, CRWV, CRML, ORCL, and even AMD. think again, AMD?! The only stock you all have missed out is Campbell soup, it is a technology company!!!!! It has all the keywords, 3D printing, biotech, Artificial Ingredients,

Damn AMD is a straight line down in the overnight market

AMD and NVDA are committing sepukku in overnight trading. Unless buyers step in tomorrow, it's looking really ugly out there.

AMD did similar bullshit during their financial analyst day with the OpenAI deal. I can also promise you the fucking moon and a panda for 2030, it doesn't mean anything.

Weigh it against goog meta nvda Microsoft amd who’s all shown otherwise. That’s 14T against 500b.

OpenAI went from being an asset to a liability. AMD making a blood pact with them was possibly the top.

this NVDA drop will be bought, I'll buy more calls tmrw, thanks for a 2nd re entry exact same as what happened last ORCL earnings, NVDA,AMD went up cuz ORCL went up and now ORCL down so NVDA follows

They've lost 58% from ath of 345, in literally 3 months. If that's not moving like a meme stock, Idk what is. Holy fuck. And it's taking everyone down with it. On one hand it sucks cause I'm losing money on my AMD and nvda stocks, and some orcl earnings calls, but on the other hand I fucking hate evil corporations like orcl and pltr.

Amd is actually the goat but I’m hoping for a small pullback

amd

AMD and SHOP paid me today. Going to play with them again.

Any popular earnings report gets dumped regardless of the numbers. HOOD, SOFI, ORCL, NVDA, AMD. They can beat by 300,000,000% and the Wall Street Crooks are taking it down to wash retail, buying it up on that dip, then a month later after the options have been wiped, they allow it to run to where it should have on reporting date. Shits just like what happened with sports betting and professional sports.

You would think this would pump both AMD and NVDA AH, but nope

AMD and NVDA starting to drop AH too because of ORCL, oh boy