AMD

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

CNBC's "top chip analyst" says nvidia has never been cheaper and to ignore all other AI stocks. Also says either nvidia is going up or "everyone is screwed" because "as long as AI keeps expanding nvidia will too". No mention of AMD or any other chip company because who cares. Brilliant stuff

Pump AMD pls

Seriously AMD is like a 75% chance of 5xing your money over the next few years

I full ported into 170 puts for AMD by the end of this week... and i fckin thought of Google but nope had to choose the one that the options didnt go 200 percent in a day. Am I cooked??

Amd is the new nvda

What's the news with amd, avgo? Which is causing nvda go down???

Amd want to follow google

TSM AVGO AMD laughing at NVDA

Sold some AMD in my Roth a few weeks back but couldn’t bring myself to sell any GOOG. Noice.

Bubble fears off the table, this week we go rocket mode, goog calls, amzn calls, amd calls, ez money.

I juse need AMD back at 250 by EOD, that's not a big ask, right?

Should i keep holding Amd 200 puts??? Expiry on Friday 

amd calls are talking to me idk why

AMD calls look good or im dumb

I was so focused on the ass pounding that I was getting from AMD that I didn't even notice that UBER throated me.

If Nvidia really wanted to, they could acquire AMD near the end of Donald Trump's presidency to avoid antitrust pushback And Lisa Su would probably be ok with it since Jensen Huang is her cousin

AMD is caught in an awkward balance where their chips are not good vs. Nvidia for training & too expensive vs. Broadcom for inference That's why Nvidia & Broadcom is the peanut butter & chocolate for AI LLM models

Nobody who works at an AI lab really want to switch from Nvidia to AMD lol AMD chips have worse performance and they would have to rewrite their entire workflow from CUDA to ROCM. Also ROCM kind of sucks vs CUDA. It's like telling your $500K AI researchers to go from English to speaking broken Russian It just doesn't make sense to waste your time rewriting & transitioning shit to AMD when you can be making forward progress with an NVIDIA stack

Switching from Nvidia CUDA → AMD ROCm is like switching from an iPhone → an Android from 2011 while running a billion-dollar business with thousands of custom apps. It’s not impossible, but it is painful, expensive, slow, risky, and yields worse performance. That’s why labs stick to Nvidia even when AMD hardware is “cheaper.”

Because not everyone can afford to design custom chips with Broadcom. GPU's are generic, TPU's are specific to one process. Once Broadcom finds a way to cheapen the process and takes more market share yes they, not trash AMD, will take Nvidia's market share. Large hyperscalers will all eventually move away from Nvidia's chips and do in-house design like Google. But the thing is Nvidia is sold out, so that will make room for smaller companies to start getting share of Nvidia's chips. Just because Gemini 3 wasn't trained on Nvidia chips doesn't mean that it was in any way cheaper than using Nvidia chips lol. Google paid a heavy up front cost to design their TPU's.

When Su Bae make AMD green?

Does anyone have access to sub 1min price data ? I would love to see the last few minutes of $AMD at close. On the last 1min candle price went from $204 to $200 but closed back at $203.75. Just insane manipulation to try to get it under a break even strike price . Would love to see the price battle on the 1s charts. Eye puckering manipulation attempts

Google? Broadcom? AMD? etc?

Nvidia is structurally ahead of AMD by 12 - 24 months AI labs don’t have the luxury of being 1–2 years behind. This is a time-sensitive, irreversible race for AI dominance (over in the 2030s) Which is why NVIDIA becomes the central hardware monopoly of the AGI era.

Two days of 0DTE puts. On Thursday morning everybody was screaming how green it would be so I just inversed wsb. Lol. QQQ and then AMD.

Well my amd call will print

AMD is a pump and buy puts machine

AMD is not really making a dent in Nvidia sales if their gross margins are over 75%