AMD

Me thinking AMD could be like MU today, lol!

AMD very strong

AMD green! That great store of wealth in times of uncertainty

Why is amd green?

... Not that bad thus far? AMD isn't even down a 1%?

AMD looks sexy under $230

Plays for today - AMD, LUNR and SERV

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

Why they put Lisa’s face on the AMD installer and why she looking at like that damn gurl

Puts on AMD Shit crashed on me and now I need to uninstall and reinstall this shit

I'm laughing at this thread. Quotes: "My AMD puts will print." "My HOOD puts will print." Are people really buying random puts despite massive TAM and momentum in specific tickers? Is your goal to capture some random drop? \[not saying anything about AMD or HOOD\] No wonder most people here lose to SPY.

My AMD poots are printing tomorrow

Good enough for me, buying more AMD calls 

You already have a bet going - AMD to 255.0 before 12-Feb-2026 05:34 PM -05

We ride the wave from DJT. He has consistently caused Volatility spikes where there’s none and that makes us money. I’m selling puts on NVDA, AMD, TSMC, MU, AVGO. Strong companies that should rebound once DJT TACOs.

As a hyper AMD bull, I would sell on any massive green candle That’s not happening this week

Do you guys think my 240 amd calls expiring friday will be ok?

Tariff this tariff that, nvda and amd still cannot meet demand

Nvda, Msft will be down 1-1.5% and amzn -2%. Google -1.5%, Meta -1%, amd -2%, tsla +1%

AMD 250 by EOM 🚀🚀🚀🚀🚀

guys im holding amd 240 calls expiring next friday. is trump tariff news gonna make the market drop?

Funny you mention AMD. Your experience was my experience last week with amd. My calls expired worthless with no bid. I swore amd off and look what happens this week while I'm watching on the sidelines.. All this to say, don't give up, if you have conviction in your play weather the storm and be rewarded

Bought AMD calls near the top and MU puts near the bottom. Wiped out earlier gains on SPY puts . These are small losses but small losses add up. Time to go back to spreads 2-4 weeks out to appease my gambling addiction.

This. As a bull for AMD, its being outdone by every other company. I got out today. Tired of holding for nothing.

Imo chip stocks that bulls are excited about but will flop due to competition: Intel, AMD, and Marvell TSMC, Nvidia, and Broadcom are the winners

Made a fuck ton on MSTR calls and MSTX commons from last week and earlier this week before the pump then put half of that in RIOX (2x RIOT) right before the AMD deal, thinking I’d just ride the BTC beta. Doubled down on SMCI calls after the dip too. Doubled down on Thursday IBIT calls on the dip today too. Lost a little on MSTR and APLD breakout calls today and QQQ 0DTEs, but I’ve had far too much good luck for the universe to abide by. You might want to sell everything.

Fuck my goddamn fucking life dude. I fucking hate it here. Fuckers making millions on ASTS, AMD, RKLB, etc. I fucked with ASTS back in the day. Back when it popped to the 20 dollar range. I bought in, and I fucking lost my ass. I remember they had a successful launch and satellite deployment, and the stock fucking tanked. For no goddamn reason. I got out of that shit and swore it off forever. And now look at it. What the fucking shit dude. I stay in a bluechip MAG7 stock like fucking META, and it fucks me every single fucking day. And now I end the week like 12k fucking in the red because this stupid POS stock decided to bleed every single fucking day this week.

AMD puts all morning… I think it’s starting to finally roll over

AMD saved QQQ

RIOT got AMD deal for HPC AI data center... Should be $30+ by end of month

Asts amd rklb to the moon!!!

Cmon AMD give me 235 and I am out

Except MU PE is 33, AMD is 113. Second place might as well be last place. nvidia and AMD both compete for TSMC fab time and components like memory. nvidia has the strictly better product on every axis. AMD is riding on hopium that it'll get to where nvidia is, while offering zero reasons to not buy nvidia

Micron is now a $400 billion market cap stock AMD is just $378 billion This validates memory is more important than second place high-end GPUs

AMD is our last ground

AMD what are you doing

Told regards these will go to moon overnight RIOT CLSK MARA BITF HIVE and RIOT is 12%... Still has room to jump with AMD AI HPC contract. Easy $30+ by end of month potentially.

Why is everything except AMD going the wrong way? I am unused to being rescued by Lisa Su.

Come on AMD, stop the cap

Selling all my AMD and buying more AMPX

AMD 🙌💎

Amd better hold 230 or I'm going to need a second job

😡 you better not collapse on me again, AMD

When amd wakes up, top is in !

Everybody talking about MU while AMD Is quietly waking up..just broke out with massive volume of a channel and is just getting started

Shorted amd. I think we are good. Rug day

It’s all good friend. I’m over hear singing “ Amd I don’t ever wanna feel like I did that day!”

Amd will keep going up

Calls on AMD and Nvidia