AMD

Google without AI wil still be Google, a market leader. Nvidia without Ai will become some AMD type bullshit.

This news should be more bearish for AMD, NVDA would be sold out for few years to come.

feel like a deep seek moment, which turns out to be a nothing burger 4 months later. The same thing happen when openAI partner with amd and boardcom, drop 2% then completely forgotten about by the market one month later. It's just really vulnerable to fud for the flimsiest of reason due to it being market leader.

Goog pumping is the best gift the market has given WSB. People have been playing it for years with nothing happening. Like AMD. now it's pumpinglike it made a deal with OPENAI

Google and AMD come back of the year award

$2,000 for a 5090, and that's just the joke MSRP price. $500+ on top of that in actual retail just to run modern un-optimized games that look shittier than ever with no soul in them. Mark my words, Nvidia will be humbled and selling its top tier graphics card for a fraction of that cost in <5 years. 3DFX remembers. Edit: TLDR: AMD Radeons were the premier bitcoin miners at first, but AMD's not the "Nvidia of Bitcoin mining" now though.

AMD is still valued very high or the belief that TPU are not efficient for inference and AMD is low cost alternative for NVDA inference?

Lol that’s only nvda and amd, everything else ripping

I'm gonna throw up man first chips, then AI, what's next robots infused with chips using AI. Please for the love of God give it a break such greedy corporations. Anyways full porting goog/spy and fuc it may as well get some NVDA and amd calls for old times sake

They don't just have shitty AMD as a competitor anymore.

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.

True, but they lack versatility and performance when compared to Nvidia chips. For an independent AI data center provider, Nvidia and/or AMD chips are a must, at least for now. For a company’s internal use, after the AI model is already trained, TPUs and other ASIC chips are more cost effective. Even the original news report specifically said Alphabet is pitching this to customers who need to have on-site AI processors due to security and regulatory requirements, such as trading firms.

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.

Imagine buy $60k in NVDA and AMD Friday and not GOOGL

Wall street is in full pig mode. Conservative 401k's are stuck since october. Nearly every option (99%) issued in the past 3 months has expired for less than what it was sold for with a few freaky exceptions on AMD and Kenvue wherin there was basically no volume beforehand anyway. The stocks that jump up are doing so overnight or pre-market and none are holding up (just to inflate iv and milk it on down). If you step back and look at the bigger picture the whole market is trading like a penny stock now, with the exception of bank stocks like wells fargo and jp morgan which are freakishly stable.

META wasn't happy just fucking me up with calls, it had to destroy my AMD ones too

only boomers use nvda chips nowadays and weird freaks like (arch linux users) use amd chips

Why AMD and NVDA dropped at exactly 5:45pm EST?

AMD will continue to be the best performing large cap stock for the next 2 years.

Great just bought AMD luckily it was only a single call. Gotta be careful with Advanced money destroyer.

Why do people buy dogshit AMD lol Clown of the chip ecosystem, going sub 200 tomorrow.

NGL its good companies are divesting away from NVDA to hedge. GOOGL TPU now and maybe AMD next?

NVDA AMD fucking dumping after every tiny news article. Sick of GOOGL pump news.

Amazon buying from nvda and amd and meta buying from google. Why is nvda drilling so unfair

Why the AMD dump?

AMD and NVDA drilling, any news?

While the benefits will be widespread, companies like Nvidia, Oracle, Dell, AMD, and Hewlett Packard Enterprise (HPE) have been specifically mentioned as expected to play a role... * **Nvidia**: Nvidia has already announced partnerships with the Department of Energy to expand AI and quantum computing research, which includes developing new supercomputers with its AI chips at federal research facilities. This makes it a primary beneficiary as demand for its specialized AI hardware is a key component of the mission. * **Oracle**: Mentioned as one of the companies expected to play a role in the Genesis Mission. Oracle provides cloud and data solutions that can help manage the vast federal datasets the mission plans to utilize. * **Dell**: Expected to play a role in providing hardware and infrastructure. * **AMD**: Expected to be involved, likely through providing high-performance computing components and processors. * **Hewlett Packard Enterprise (HPE)**: Expected to contribute with its expertise in enterprise computing, servers, and high-performance computing solutions. Federal Contracts: The companies will likely secure significant government contracts to supply the necessary hardware (chips, servers, supercomputers), software, and cloud services for the AI experimentation platform.

Holy shit saw AMD -5% in AH Refreshed and it's green Fuckin Fidelity I swear

#Ban Bet Lost /u/Embarrassed_Tax_3181 made a bet that AMD would go to 260.0 within **1 week** when it was 240.846 and it did not, so they were banned for a week. Their record is now 0 wins and 2 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

You already have a bet going - AMD to 260.0 before 24-Nov-2025 05:20 PM -05

Cashed out on about 50% of my GOOGL position today. Bought some AMD, NVDA, and an assload of RIVN LEAPS.

I'm a reasonable man, I want AMD back at ATH for Christmas

Once the manager sets a target e.g. 669 then thats pretty much it. There are subtle signs thats show this but usually its nearly impossible to tell early in the day. Theyll dump some nvdia or buy some some AMD to keep it there. Dont expect any moves here.

Amd up more than NVDA lmao is such a slap in the face to Jensen

What's the bull case for AMD, that it's going to peel some customers from NVDA? Even if that happens, does it really deserve a forward PE of 34 compared to NVDA's 25? Why own a second fiddle that may or may not get more than single digit market share when you can own the cheaper market leader? Something doesn't add up.

What's the bull case for AMD, that it's going to peel some customers from NVDA? Even if that happens, does it really deserve a forward PE of 34 compared to NVDA's 25? Why own a second fiddle that may or may not get more than single digit market share when you can own the cheaper market leader? Something doesn't add up.

I never doubted you, AMD

Google has TPU's. I thought AMD was attacking that moat. Interesting, sure, share a link

AMD $212 Blinks AMD $305

AMD>NVDA

NVDA 200, AMD 250, NBIS 125 make it happen before EOY

GOOG, AMD, HOOD and even META calls near open all did well but my NVDA calls were a -15% when I gave up on them. With that kind of action I figured I could get them a bit cheaper later on

Goog up 6%, amd up 8%, qqq up 2% .....nvda 0%? It's got to be gearing for a pump or all of this is fake and gay.

It’s because of piss poor price action on NVDA that AMD can’t hold its gains

can niggas stop selling AMD, wtf?!

Time to get off NVDA and AMD train and hop on google LEAPS train imo.

For once WSB is right with Google. Imo what should be scary is not Google but NVDA and AMD. It looks like G will be taking their lunch money and market is acting appropriatly. Thats why AVGO is also printing. I would join G train right now and get off NVDA or AMD for a bit