AMD
Advanced Micro Devices, Inc. - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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AMD Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
OpenAI went from being an asset to a liability. AMD making a blood pact with them was possibly the t...
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 wh...
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...
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 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.
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...
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
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
AMD and NVDA starting to drop AH too because of ORCL, oh boy
I just got DP'ed by AMD and NVDA
I just got DP'ed by AMD and NVDA
Come on AMD, you can do it - quick sprint to 250 EOD.
Come on AMD, you can do it - quick sprint to 250 EOD.
Yeah I need AMD to go back up fast please 🙏
Yeah I need AMD to go back up fast please 🙏
Erm, AMD up 1.5% but NVDA red? The market might in fact be broken.
Erm, AMD up 1.5% but NVDA red? The market might in fact be broken.
AMD starting to move for what appears to be no reason at all!
AMD starting to move for what appears to be no reason at all!
AMD one of the only stocks moving. LFG!!
AMD one of the only stocks moving. LFG!!
At least AMD is barely green, but I'd be a lot more comfortable if it could push to above 225 and st...
At least AMD is barely green, but I'd be a lot more comfortable if it could push to above 225 and stay there.
AMD and NVDA act the same these days. Time for a collab
AMD and NVDA act the same these days. Time for a collab
i like how AMD is just mirroring NVDA fully now. They should just merge already
i like how AMD is just mirroring NVDA fully now. They should just merge already
NVDA and AMD about to lose all its gains before market open LMAO
NVDA and AMD about to lose all its gains before market open LMAO
Broadcom $AVGO stock hit new ALL TIME HIGHS today Broadcom is ~$100B away from joining the $2 Trill...
Broadcom $AVGO stock hit new ALL TIME HIGHS today Broadcom is ~$100B away from joining the $2 Trillion market cap club Avgo is everything $AMD wanted to be lol
Did you read trump tweets...he mentioned nvda, amd, and intel These companies have future guidance ...
Did you read trump tweets...he mentioned nvda, amd, and intel These companies have future guidance with no china in it Now that is opened, they're revenue will increase and the share price will also
The news is way more bullish for AMD than it is for NVDA
The news is way more bullish for AMD than it is for NVDA
Does it make any sense that AMD (rival to NVDA) pumps on bullish NVDA news?
Does it make any sense that AMD (rival to NVDA) pumps on bullish NVDA news?
NVDA and AMD desperation to sell anything for a little pump is kind of sad tbh. 25% payment to that ...
NVDA and AMD desperation to sell anything for a little pump is kind of sad tbh. 25% payment to that diddler.
he says it applies to all of them INTC, AMD, etc So it’s basically a export tariff (tax) Which he ...
he says it applies to all of them INTC, AMD, etc So it’s basically a export tariff (tax) Which he definitely doesn’t have the power to do, but I doubt anyone will challenge it in court
* For months: Nvidia and AMD have agreed to share 15% of their revenues from chip sales * Now: Tru...
* For months: Nvidia and AMD have agreed to share 15% of their revenues from chip sales * Now: Trump’s post says that 25% of the chip sales will be paid to the U.S. government as part of the deal. Art of the deal (•_•) ( •_•)>⌐■-■ (⌐■_■)
AMD!!!
One thing about amd is that it always seems like it’s dying it never dies It’s like that one cockr...
One thing about amd is that it always seems like it’s dying it never dies It’s like that one cockroach that you empty a whole raid bottle on and it somehow just walks away
As a percentage of revenue and impact of future earnings, those H200s are peanuts to Nvidia, however...
As a percentage of revenue and impact of future earnings, those H200s are peanuts to Nvidia, however, companies like AMD, INTC, and MU benefit greatly from a detente with China.
1/2/26 AMD 230C are going to print tomorrow!
1/2/26 AMD 230C are going to print tomorrow!
NVDA UP AH CUZ 🥭 TRUTH President Trump Posts On Truth Social "... NVIDIA's U.S. Customers are alre...
NVDA UP AH CUZ 🥭 TRUTH President Trump Posts On Truth Social "... NVIDIA's U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies."
Bringing AMD with it.
everyone who fomo'd into NVDA got slapped, now it runs. same thing with AMD bout a month ago. ...
everyone who fomo'd into NVDA got slapped, now it runs. same thing with AMD bout a month ago. this is your market gents
Bro it's gonna be chill, you can pawn your son for tesla puts and you'll make all your money back, p...
Bro it's gonna be chill, you can pawn your son for tesla puts and you'll make all your money back, plus enough to get him back from the shop if you haven't lost the receipt. My magnificent plan tomorrow is to buy amd. I'll probably make a crazy 1.0001% return tomorrow
Algos need prison time for spiking NVDA/AMD on fluff headlines. This market is just constant nothing...
Algos need prison time for spiking NVDA/AMD on fluff headlines. This market is just constant nothing stories/narratives pumping tech names.
By far the easiest way to fix your PC graphical issues is to throw your AMD in the garbage and put i...
By far the easiest way to fix your PC graphical issues is to throw your AMD in the garbage and put in a NVDA GPU
Nvidia and amd 🧲
AMD and ORCL still green??
Sold AMD at 223 (cost 217.8) and took profit, 😂😂😂
Sold AMD at 223 (cost 217.8) and took profit, 😂😂😂
Because nobody ever talks about on here because it’s not NVDA. Only smart money plays AVGO idiots wh...
Because nobody ever talks about on here because it’s not NVDA. Only smart money plays AVGO idiots who only know 2 chip companies like AMD and NVDA forget AVGO exists
I think AMZN will be the best 2026 stock of the MAG7, but the chart looks like crap right now. For ...
I think AMZN will be the best 2026 stock of the MAG7, but the chart looks like crap right now. For a shorter duration, AMD and MU will probably pump to ATHs in the next month or 2
I'm not asking for much, just AMD to 250 EOD.
I'm not asking for much, just AMD to 250 EOD.
Yeah and some of the funds pulled out since they’ve been getting blown up. The AMD 3x inverse fund h...
Yeah and some of the funds pulled out since they’ve been getting blown up. The AMD 3x inverse fund had to close down after the OpenAI deal
AMD has already been selling mi308. Then news is that they can’t sell any other chip besides mi308 f...
AMD has already been selling mi308. Then news is that they can’t sell any other chip besides mi308 for the next 30 months to China. Before we didn’t know
*Its as if a million market makers, bears and theta gangers cried out all at once amd then when sile...
*Its as if a million market makers, bears and theta gangers cried out all at once amd then when silent* - circa carvana 2025. The response to that post confirms this sub is **infested** with thetagang lol GTFO
Bought some AMD around 217.8, the export license to China will give it a boost next week.
Bought some AMD around 217.8, the export license to China will give it a boost next week.
Man the nvda and AMD charts look so fucking bad.
Man the nvda and AMD charts look so fucking bad.
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 from Larry Page from the year 2000: "Artificial intelligence would be the ultimate version of Google. So we had the ultimate search engine, it would understand everything on the web; it would understand, um, you know, exactly what you wanted, and it would give you the right thing. And that's obviously artificial intelligence."[ Google Co-Founder Larry Page Predicts the Future of Search With AI (2000)](https://www.youtube.com/watch?v=1OT_Uj2z3Z0) \- For those that don’t know, it was supposedly Larry Page’s attitudes about AI that inspired Elon Musk and Sam Altman to start OpenAI. # Full-stack AI Now, imagine you are tasked with implementing AI in your organisation. Your first thought will probably be: Which should I pick? ChatGPT immediately comes to mind, but you want to do your research properly. Through your research, you find that Google's Gemini 3 seems best or second best right now and that their flash models tend to give the most intelligence per buck, at least among American AI models. Plus, they have one of the leading video models and the leading image model. Perfect. Google seems like a good choice. Especially since people in the company might already be using their AI applications like AntiGravity (especially if they improve). But what about implementation? Google offers enterprise-ready API:s via Vertex with more features coming like auth, database and payments, Google Cloud for storage, and now even at location TPU:s that are specialized to run Gemini models as cheaply as possible. Super. Suddenly, your entire AI ecosystem is locked into Google, and along the way, you never touch an Nvidia product. But before you make your final decision, you ask yourself: Will Google be able to compete with Nvidia on the hardware side over the long term, so I don’t get vendor-locked with an inferior offering? I’ve done enough research about Jensen that I would never want to bet against the man - and I think a ton of companies will feel the same way. I don’t imagine Nvidia is particularly - or really at all - threatened by Google in the short term, though Google's TPUs may force Nvidia to lower its prices, reducing profit margin. Apparently, OpenAI received an Nvidia discount of 30 % because of it, according to[ Dylan Patel from SemiAnalysis](https://x.com/dylan522p/status/1994468652716859394), worth remembering is that piece by him is still bullish on Nvidia. Though what is actually important is not the current competitiveness of the TPUs but that Google has a flywheel effect that has barely begun spinning and will become more powerful in the future. # AlphaEvolve I allocated around 85 percent of my portfolio into Google in May after Google DeepMind revealed[ AlphaEvolve: A Gemini-powered coding agent for designing advanced algorithms](https://deepmind.google/blog/alphaevolve-a-gemini-powered-coding-agent-for-designing-advanced-algorithms/). The evolutionary AI system had, in secret, improved everything from the training of their AI models to Google's hardware, i.e., their TPUs that are today so good that Anthropic secured a multi-billion dollar deal for them, with Meta considering the same. The remarkable thing was that AlphaEvolve had been using Gemini 2.0 Flash and Pro, not even Gemini 2.5. Today, it’s most likely using their internal Gemini 3.0 DeepThink variations, and in the future, it will use far more powerful models than that. Meaning that the better Google’s AI models get, the better AlphaEvolve will get at improving Google’s models and hardware. The cheaper and better Google’s hardware, the more powerful models can be built and run. The more powerful the models, the better the hardware. And so on. Better AI models could also destroy some of Nvidia’s CUDA moat. One reason CUDA has been so important is that it has made it easier for human programmers to write AI hardware code, causing a network effect where everyone learnt CUDA. But once AI models become sufficiently advanced, the programming difficulty may not be a concern, or Google and Gemini create some CUDA-variant of their own. Rumors also exist of them doing just that. # All in all This means that every time Google releases an AI model that is the best in the business, it’s an acknowledgement that you can build the best models without Nvidia. If they do it often enough, AI labs will eventually wonder: can you build better AI models without Nvidia? This will be especially true if other AI-labs do it too:[ “resulting in Anthropic training Sonnet and Opus 4.5 on multiple types of hardware including TPUs”](https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the). Does this mean I think Nvidia is done for? Not at all, as I said, I've spent enough time studying Jensen that I'd never want to bet against him. After all, he is a man who roommated with a 17-year-old ex-con covered in knife scars at the age of nine to become the 5-trillion-dollar man. Jensen has a ton of cards to play, and he’s already playing them perfectly. Nvidia still has a hardware/hardware-software lead and is likely to retain it at least in the near future. If they make a substantial compute leap, Jensen can massively scale up Nvidia’s AI lab, absorb one of the AI labs, or partner with one of them and go for gold in the AI race. He is securing long-term deals with customers to ensure they stay with Nvidia. Nvidia themselves in using AI in its development. He is investing in the entire AI ecosystem. Nvidia will likely begin to offer full-stack solutions of its own. And the compute needs in the future are likely to be so massive it should benefit Nvidia, Google and AMD. **Disclaimer:** I hold a significant long position in Google (Alphabet). The views expressed in this post are for educational purposes only and are my personal opinions and predictions regarding the AI landscape and do not constitute financial or investment advice. Please conduct your own due diligence before making any investment decisions. **TLDR;** Google is unlikely to pose a large threat to Nvidia in the short term, though the perceived threat might force Nvidia to decrease their profit margin. But over the long term, Google’s full stack offerings - AI models/applications, cloud and TPUs - with AI model’s designed to improve AI models and hardware (AlphaEvolve) getting better, Google might even take a long term lead. Though, Jensen is playing Nvidia’s cards perfectly.
AMD ITS TIME TO SPREAD YOUR WINGS AND FLY, I BELIEVE IN YOU LITTLE BUDDY
AMD ITS TIME TO SPREAD YOUR WINGS AND FLY, I BELIEVE IN YOU LITTLE BUDDY
reminder that AMD pumped from $160 to $200 by giving openai their shares LMAO
reminder that AMD pumped from $160 to $200 by giving openai their shares LMAO