AMD
Advanced Micro Devices
stock NASDAQ

Some dude in the comments on that post was calling himself a dumbass for holding AMD at $29 in their IRA LOL I hope he didn’t sell too soon

If DRAM implodes everything AI will sell off too. You are kidding yourself when you think market won't sell off AMD because they profit from lower DRAM prices. (This is on 1 month time scale)

Gonna take some profit in AMD (300% gains) and Sezzle (190% gains) to put in Amazon, MSFT, Tencent, and Xiaomi. I wanted to have Tencent for so long, now is my chance.

People are worried about DRAM sector imploding, but shouldn't that benefit AMD, NVDA, and other manufacturers and system integrators? Those memory COGS were ridiculous

A conviction testing day! The story hasn't changed, huge catalysts launching soon! Stay the course! Long AMD

Safety trade rotation:  KR WMT and COST up.  Latter 2 way more expensive than AMD fwd P/E and PEG.

Y’all were quick to forget that AMD stands for advanced money destroyer

"*Is it rumors of a miracle top secret chip or processor, is it mindless retail investor greed, is it Intel buying back its stock.*"
Really if you're asking those questions you have a lot to learn about investing. Great companies can lose money - just look at Uber (who lost money for decades in the beginning), Boeing, etc.
If you missed buying Intel at <$19 just over a year ago then you probably don't know the tech industry and/or you have no idea how to use your platform's scanner tool. You have a company that the world depends on to make server and client chips - a tens-of-billion dollar run-rate business. Whether Intel is profitable or not, this business is massive and constant like a treadmill. They have only one competitor in this business, and even so they have the majority of business. But that's not all.
They are now a foundry. Not just any foundry, *but one of only three companies on this planet that make the most important product to mankind right now* \- advanced semiconductors. When you want to train AI, or make self-landing rockets, or cars that drive themselves, or forecast weather, or deliver a Google search or a Facebook photo recognition...the list goes on...you need leading-edge processors and all of them come *from only 3 companies on this planet*. Forget the Strait of Hormuz - if these three companies shut down then life as we know it on this planet would disappear overnight; you'd only be using only cash at the store and sticking an antenna on your roof for TV to get the weather.
"*So what triggered this 250% increase in stock price.*"
You're looking at it backwards - it wasn't an increase, it was simply a recovery...and then some. INTC was severely depressed from a loss in revenue and margins, the fascinating details of which I'll skip for brevity. Here's some things that were notable in the beginning of 2025 when the stock as $18, all of which made them a no-brainer for investing in:
* Although Intel made the most advanced chips in the world, they only made them for themselves. Then they announced they were becoming a foundry for anyone. Any investor in tech should have sat up and taken notice at this major development - this is HUGE news. They were now going to be open for business to anyone.
* The x86 market is *enormous* and *constant*. This traditional business keeps the money machine running while Intel starts it's new foundry business.
* It's hard to overstate the importance of being one of three companies in the world making the most critical products on the planet.
* At $18 INTC was trading at *book value*! What does that mean? It means that as an investor you simply cannot lose money in a F500 company that has a run-rate business for one simple reason - the stock simply cannot go lower. It was trading at the value of all it's fabs, building, equipment, etc. and could have been bought and parted out on eBay for more than the stock price. This literally was a stock that was bottomed out making it the safest bet in the world. (*If you're not using your scanner for large successful companies trading at book then you're not doing your investment homework*).
Yes Intel has had several years of losses, but that statement alone is pretty shortsighted. Intel has spent decades - *probably longer than the OP has been alive* \- being one of the most profitable companies in the world, and that was without being a foundry (for external revenue). This is temporary blip in which the x86 business will be fixed and rightsized. However the new foundry business brings unprecedented new revenue opportunities in a market that is - to use Jensen Huang's words - *is insatiable*. Unlike AMD, who is reliant on someone else (TSMC at the moment) to make their chips, Intel controls their own silicon for their x86 business and will open the doors for others (Apple being the latest rumor).
All that above is why I put my money where my mouth is well over a year ago and waited patiently...

Honest opinion u think AMD gonna go below 510?

I took AMD puts last night. Can someone open the market so i can close them now? One of you mofos must be a janitor at the CBOE who can let me in the back doof.

I was literally about to triple my position in AMD when it was at the lowest before the big increase and didn't, and even though I was very aware about the Micron RAM thing I didn't invest in it

AMD recover faster if it goes down hard it goes back up hard and new ATH again before dropping. NVDA is nowhere near ATH when it go back up a bit lol

The fuck is AMD even doing

>"projecting" is doing a lot of work there.
They have been consistently saying this since what, 2024, that they will achieve break even in 2027? We will see if they change their claims ig.
> The trend line certainly isnt converging to break even, in fact it is remarkably stable for them losing \~40-50 cents for every dollar the fabs bring in since they started breaking it out in their financials
It's contingent on 18A ramp, and 18A has yet to ramp significantly.
>Its also worth noting that "break even" is certainly not competitive with TSMC regarding price as TSMC is highly profitable, meaning TSMC would still having a lot of pricing power.
There's a large wafer shortage, companies could seek dual sourcing regardless of pricing for various other reasons such as reducing supply chain risks, and would TSMC even want to dilute their margins anyway to keep a relatively low volume of their customers lower end stuff to Intel or Samsung? Doubt it.
> think venice and vera are going to be hurting intel a lot . . . amd is bringing on a lot of 2nm capacity very soon and likely has the ability to retaining all of their 3nm and 4/5nm capacity for turin . . . all of which vastly outperform intels DC offerings.
Massive DC CPU shortage ensures Intel stuff will continue selling, at the very least for the next year or two, at which point maybe the shortage eases and competitiveness matters more, but Intel will also have more competitive parts out (coral rapids).
>AMD even bringing online SS capacity . . .
There's been rumors of this for every year for the past couple of years, I personally doubt it's going to be anything significant and at best just frees up some insignificant volume for some non leading edge (N3 or maybe N5) stuff.

Im a creative profession, have been making music and art in FL Studio and Photoshop for over 20 years, I dont see myself switching to anything else ever. Also ADOBE will likely earn a shitton of selling creative tools through api's in the coming years, imagine just talking to chatgpt and telling it to do detailed work while you watch it work and give you 5 examples to choose from quickly.

Stock price drives sentiment, always has been. Watch the sentiment turn 180degrees around when it eventually goes up 20% "Its still undervalued!!" "FCF yield is still amazing!" "YOY page visists is up 40%!" "Barrier to entry for new projects is lowered by ai, making people want photoshop into their workflow!"
We truly are heard mentality and buying profitable companies beat down on future doomerism that is not black and white but more neuanced is how you make money. This is where I started my position in ADOBE. I also bought GOOGL at 150, POET at 4, TESLA at 140, ASTS at 22, AMD at 90, META at 92 back in 2022 and holding. Currently eyeing Mercado Libre for long term dominance.

Meanwhile, AMD red.

AMD Stock Has Passed Wall Street’s Target. Why Analysts Keep Chasing It to $665

[AMD](https://www.onvista.de/aktien/AMD-Aktie-US0079031078) - Su Bae 😍 📃@459,70€(-4,80% 🩸)

deponie insgesamt -1,53% also das ist bissi Aua. Scheiß Raumerkundung. Besonders enttäuscht hat mich aber $AMD weil der doch auf 500€/Anteil gehört. Warum macht der minus?
Der GabeCube (Gabelwürfel?) hat zwar enttäuscht, aber das war ja zu erwarten. Wenn Spielung am PC nichts mehr wird, dann halt Rumspielen an mir selbst.

> They benefit from margin stacking. 
It doesn't stack, it averages. Margins would need to be higher on fabrication, which is not a given.
> Even if wafer cost was the same as TSMC, Intel as a whole still ends up benefitting.
Just not in a way that makes it easier to undercut AMD on prices.