AMD

you're actually wrong. lowering NVDA demand could hint at increasing AMD demand.

aww but i really like AMD :c

What’s funny is if Nvidia -5s AMD will -20. Short amd instead of nvidia.

All good news timed together Tuesday. HUMAIN, AMAZON, AMD, XAI TO BUILD DATA CENTERS 11:15 AM: President greets Saudi Arabia’s Crown Prince and Prime Minister – South Lawn Gemini 3 release MICROSOFT AND NVIDIA INVESTING AT A NEW $350B VALUATION FOR ANTHROPIC, UP FROM $180B

Okay fuckers: AMD 260C 11/28 set limit order to buy between $1.15 - $1.20 and sell at $1.40 TSLA 450C 11/28 set limit order to buy @ $1.70 and sell between $2.00 - $2.10 GOOG 300C 12/26 set limit order to buy @ $5.75 and sell @ $6.50

wtf fcking AMD. I had calls, you go red everyday , i switch to PUTS, you just stagger at -5.4%.

AMD went from 263$ to 225$ in one week lol wtf

When NVDA beat results - nothing happens with AMD. When NVDA miss results - AMD sink together

Ouch. AMD just straight drill, huh?

AMD starting to V

AMD -6%, undeserved

Lot of AMD haters out of nowhere lol

Be funny if the AI market crashed just as AMD got its act together.

AMD hitting $200 will create generational bagholder 😭

AMD back to 160 tomorrow 🤣🤡

AMD to 185

NVDA earnings will go down if AM taken some market share. Bullish on AMD

okay AMD calm it down...

#Who remembers wen AMD was $90?

the problem was/is AMD and NVDA had stellar news past weeks with investors day and GTC presentation. Normally they would've pumped 10+% on such crazy announcements but markets did not care and just kept selling off.

I bought AMD $252 and $255 weekly calls today how cooked am I

Earnings will beat. Issue is stock might tank even with a beat. Didn’t that happen to number of companies like HOOD or AMD

You already have a bet going - AMD to 200.0 before 24-Nov-2025 02:14 PM -05

**Ban Bet Created:** **/u/Embarrassed_Tax_3181** bet **AMD** goes from **240.85** to **260.0** before **24-Nov-2025 05:20 PM EST** Their record is 0 wins and 1 losses. [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

!banbet AMD 260 1w

if it goes to shit AMD is getting abandoned 1st

Ugh. Google is not making up for AMD at the moment. I really need Lisa Su to make a deal with someone so they fly tomorrow.

HOOD 130C 12/26 AMD 275C 12/26 (enter after NVDA earnings) AAPL 280C 1/16/2026 AMZN 245C 1/16/2026 GOOG 300C 1/16/2026 MSFT 530C 1/16/2026 META 700C 2/20/2026 (only if META falls to or under $600) SPY 700C 2/6/2026 (only if SPY falls to or under $665) QQQ 610C 12/26/2025 (only if QQQ falls to or under $595) Obviously if you’re a bear inverse me

Why isn't AMD at $500 right now? They're making AI waifu bots that blow you and fuck you at the same time!!! BUY MY CALLS YOU FUCKS

Fellow tards: NVDA, AMD, MU etc are still close to ATH so the bricks part of AI is OK but the shovel part - IREN, NBIS, OKLO, SMR, BE are taking a beating. Who's going to power and build the physical data centers so that ORCL CDS don't blow out? That is much slower than just have TSMC spray out wafers.

INTC is a great entry here if you missed the boat, this baby will see $100 sometime next year. Expecting a big customer announcement, APPL, AVGO, even AMD any moment now.

Sold my AMD puts for break even before option gap evens out LMAO after being down 70%

What is this AMD drop for ants? My puts are still 50% down even after this drop LMAO

that's what's giving me bad vibes, AMD and NVDA had stellar news past weeks and markets just kept selling off.

AMD P/E is higher due to Xilinx acquisition

Amd has xilinx with their pe

I think it is valued fairly at 54 P/E since it pretty much has a monopoly on advanced AI chips. (AMD is overvalued at 129!) TSLA is very overvalued (278) and GOOG is undervalued (27).

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.

wtf was I thinking buying AMD puts fuck am I retarded.

Not AMD LMAO

AMD was rigged in that downturn, mf stayed green for majority of it somehow

Thought that was $amd

Nvidia has already (at GTC tradeshow) given the punchline (~$500bn in total Blackwell/Rubin orders for CY25/26 so far, 10-15% above consensus), so debates more macro: 1) tougher financing environment, capex question marks at (some) hyperscalers, 2) supply constraints, rising component (wafer, memory) costs can NVDA maintain GM in the mid-70s, and 3) increased competition with OpenAI adding AVGO/AMD to supplier list, Google TPU making more inroads (Anthropic).

That’s why I have a few expiring 12/5…but I’m up on those unless AMD and BABA randomly pumps 5% tomorrow….

AMD lacks an end-to-end networking strategy accelerator peers NVDA/AVGO both offer top-notch in-house scale-up/scale-out switching products which AMD does not have and must rely on external vendors such as AVGO/ALAB

These AMD puts going to expire worthless I already know

I don’t think people understand just how much power Nvidia really has. AMD has a profit margin of 10% on their chips, and even then they can’t keep up with Nvidia in terms of function or moat. Whereas Nvidia has profit margins between 45-75% depending on the chip. Even if AMD somehow manages to catch up several years from now, Nvidia has more than enough room to drop their prices and AMD wouldn’t have a chance to outbid them.

Up 101% last two years. Made a lot on LRCX options. TSM, MU, NVDA, AMD, JPM, WFC, BAC, TSLA have been big winners. I bought a bunch of MO when the divy hit 10% and keep adding to it. I’ve taken some profits and have some ambitious sell orders in place right now hoping to lock in some really solid gains. I’ve started to roll money into divy stocks and will keep rotating in until I’m at least 50% into these plays. Also averaging into PYPL leaps hoping to make a nice return on that in the next 12-18 months.