AMD
Advanced Micro Devices, Inc. - Common Stock - Recent news and sentiment analysis
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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
shouldn’t AMD pop with the news that they are selling to china again?
shouldn’t AMD pop with the news that they are selling to china again?
Going to the local Arby's to ugly cry about my AMD calls and order an XXL Apple Pie Shake
Going to the local Arby's to ugly cry about my AMD calls and order an XXL Apple Pie Shake
nice 'playground slide' formation for amd on the daily
nice 'playground slide' formation for amd on the daily
AMD 😂😂😂
AMD, NVDA both utter shit this past week.
AMD, NVDA both utter shit this past week.
What stock has the worst price action known to man and why is it AMD
What stock has the worst price action known to man and why is it AMD
LOL AMD
Amd 0dte puts printing 😭🫡📉
AMD bags getting a little lighter
AMD bags getting a little lighter
$AMD # AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China [...
$AMD # AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China [https://www.digitimes.com/news/a20251205PD220/amd-lisa-su-ai-demand.html](https://www.digitimes.com/news/a20251205PD220/amd-lisa-su-ai-demand.html)
AMD please let’s see that again
AMD please let’s see that again
Every now and then i look back at that dude who gained 700k on AMD and wonder what it must have felt...
Every now and then i look back at that dude who gained 700k on AMD and wonder what it must have felt like to wake up that day and see it for the first time. I dont think any drug in the world could accurately immitate such a feeling. What im saying is, we may never get to feel what he felt in that moment.
Everything is detailed in this. [https://docs.google.com/document/d/e/2PACX-1vSxe0L7hdD9aZbIVqi3...
Everything is detailed in this. [https://docs.google.com/document/d/e/2PACX-1vSxe0L7hdD9aZbIVqi3wBIm-M1KwoYEII-7rVYd5521A4cyjQVBBR6PTkiRCPwwVfwTtGNopVMVFfMz/pub](https://docs.google.com/document/d/e/2PACX-1vSxe0L7hdD9aZbIVqi3wBIm-M1KwoYEII-7rVYd5521A4cyjQVBBR6PTkiRCPwwVfwTtGNopVMVFfMz/pub) TLDR : Just buy AMD NVDA and TSM until you're out of money\* \*not stock advice.
Where is the guy who had an aquarium that had spy up and spy down postit notes amd then the fish dec...
Where is the guy who had an aquarium that had spy up and spy down postit notes amd then the fish decided how to bet
What does AMd trend shows.. going down to 203? Or 230
What does AMd trend shows.. going down to 203? Or 230
I'm in a loveless marriage with AMD
I'm in a loveless marriage with AMD
AMZN gonna be like AMD and GOOGL gonna frustrate everyone for 12-18 months then magically moon 50-1...
AMZN gonna be like AMD and GOOGL gonna frustrate everyone for 12-18 months then magically moon 50-100% in few months
amd to pay 15% export tax on chips to china idk if thats good or bad?
amd to pay 15% export tax on chips to china idk if thats good or bad?
Goodbye, regards! I have joined the degen graveyard!
It's been 2.5 years of consistent losses, day trading mostly TSLA, NVDA and AMD (a la Bear Bull Traders), and low-floats (a la Ross Cameron). Tried Schwab ThinkorSwim and Lightspeed Trading, and made MILLIONS in paper trading, but managed to screw the pooch practically every day with real dollars. Yep, not a single payout that whooooole time, and a few green weeks but not even a single green month -- just pure stock market philanthropy (you're welcome). Thankfully I protected my nest egg with really tight risk management. JUST KIDDING! I was pure shit on risk management, and lost enough to choke an ox. Whether I started the day green or red, my mentality was "why not keep trying to make more or make it better?", and turned SO MANY green days into red, and revenge-traded my red days into the deepest, bloodiest, ugliest tone of red I've ever seen. Just pure idiocy. I made the grave error of attributing some sense of ethics/morality to the market, shorting TSLA after the "salute" and various awfulness from Musk, and foolishly and stubbornly insisted I SHOULD be right, despite big fat red numbers staring me in the face practically every day. To all those who've figured out how to be profitable, my hat is seriously off to you. You didn't "luck" your way into consistency, you worked for and earned something I'm out of time and money to attempt myself. To the rest of you, a sincere GOOD LUCK! It seemed possible to turn the corner every day of my 2.5 years, but before I lose my house and loved ones, I have to face that I'm an emotional beast without the disciplines necessary to succeed at this. So farewell, good luck, and cue the "see you Monday" jokes...
Oh come, on, AMD and Google are red and TSLA is green? What even is this?
Oh come, on, AMD and Google are red and TSLA is green? What even is this?
Feb Meta calls printing, Mar NBIS calls printing, only calls left are my Feb AMD calls and they’re c...
Feb Meta calls printing, Mar NBIS calls printing, only calls left are my Feb AMD calls and they’re currently at break even. Hopefully $260 comes soon.
job cuts only rose over 70k in 2008 amd 2022, for nov 2025 they are at 71.321k .... bloomberg, chal...
job cuts only rose over 70k in 2008 amd 2022, for nov 2025 they are at 71.321k .... bloomberg, challenger report
Why is my ram now worth more than a 5th Gen amd cpu
Why is my ram now worth more than a 5th Gen amd cpu
Micron no longer needs plebs to support them, will AMD be next?
Micron no longer needs plebs to support them, will AMD be next?
Just say AMD
AMD has a market cap less than 10% of NVDA’s and they are just getting started in the new consume al...
AMD has a market cap less than 10% of NVDA’s and they are just getting started in the new consume all the electricity in the world so we can have sext bots sector. The monopoly won’t last forever
Just realized Advanced Money Destroyer is beating NVDA on the 1 year. As long as you didn’t buy the ...
Just realized Advanced Money Destroyer is beating NVDA on the 1 year. As long as you didn’t buy the AMD top, you would have been better off with team red.
AMD drilling.... i knew that pump was too good to be true 🙄😑
AMD drilling.... i knew that pump was too good to be true 🙄😑
people wont buy AMD at 90$ or Meta in the 600's, but will buy em in the 200's and 700's respectively...
people wont buy AMD at 90$ or Meta in the 600's, but will buy em in the 200's and 700's respectively. hilarious
even AMD is going up now, rip bers
even AMD is going up now, rip bers
OI is over 200k for Jan call. Crossing my twat, by a miracle Intel and AMD strike a deal.
OI is over 200k for Jan call. Crossing my twat, by a miracle Intel and AMD strike a deal.
AMD
lol amd can never make money in peace
lol amd can never make money in peace
Has anyone seen my teeth anywhere on the floor? An AMD shaped brick just hit my mouth
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 l...
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?
In case you missed the reason for AMD and NVDA dying in the gutter right now [https://techcrunch.co...
In case you missed the reason for AMD and NVDA dying in the gutter right now [https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/](https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/)
AMD got wallopped upside the head
AMD got wallopped upside the head
I would like to announce that I am in the early stages of announcing and developing an even more pow...
I would like to announce that I am in the early stages of announcing and developing an even more powerful yet economical AI chip that will compete with NVDA and Google and AMZN and AMD. Thank you for your attention to this matter.
Black tuesday discount for NVDA AMD calls LMAO
Black tuesday discount for NVDA AMD calls LMAO
Amd puts on fire 🤑
AMD what are you doing?
The fuck AMD
SPY being a champ. AMD, GOOGL, NVDA being.... weak AF.
SPY being a champ. AMD, GOOGL, NVDA being.... weak AF.
Holy shit AMD fell off a cliff
Holy shit AMD fell off a cliff