AMD

whoa why is AMD getting destroyed

GTA VI delay hitting NVDA and AMD hard bruh.

AVGO 🔪 AMD GOOGL 🍆💦 NVDA

Why the fuck they down more than MSTR, when AMD is a real business as opposed to whatever it is Saylor is pretending to do?

The one time I buy AMD 😭

AMD ahhhh

Dfq happening to amd

Did GOOGLE just single handily destroy NVDA and AMD?  impressive...

Tf happened to AMD

AMD is getting gaped holy!

AMD -5% Suck it

AMD -5% Suck it

Good AMD NVDA PLTR HOOD dips??

Well RIP my AMD calls I bought on friday

I find it hilarious that the new NVDA competitor is Google and not AMD like everyone of you regards were preaching for the last few months. 😂🤡s

AMD should fill \~186 gap at least

Me yesterday: “I don’t trust this chip pump. I should buy AMD and NVDA 2WTE puts” Also me yesterday: “haha let’s buy SPY 1DTEs instead”

always some flavor of the week, its just google now. dont forget the pump on amd, oracle, etc.

Nvda makes Tostitos. Google makes Doritos. AMD makes Santitas.

most irrelevant companies: amd, orcl, mstr, pltr

Everyone out here talking about NVDA dumping, meanwhile AMD dumping harder.

Why are NVDA and AMD shitting the bed?

Fluidstack is whom googl is partnering with and now meta Current data center plays are fully into nvda and amd since tpu manufacturing at scale hasn't started yet One thing for sure is that googl wouldn't give a damn about tpu margins

AMD can’t take a cent of NVDA’s datacenter market share but GOOG’s TPU will LMAO

so is today the day everyone rotates out of NVDA & AMD, and into AVGO & GOOGL?

amd such an irrelevant shit

GOOGL & AVGO sucking off NVDA & AMD like they're vampires

As a GOOGL call holder, I feel it needs to be said that TPUs are an ASIC and are fundamentally different from Nvidia GPUs. This is not a direct competition. NVDA demand far outpaces supply and all this means is that companies will use TPUs to fill the gap between NVDA supply and market demand instead of AMD. This is far more bearish for AMD than NVDA. NVDA calls, AMD puts. Book it.

You can choose to overcomplicate trading by trying to time entry into stocks that have zero momentum like nvda or msft or oracle etc or you could just simplify things by simply buying the hottest stock of the month and holding until momentum fades like AMD last month and GOOG this month. The key is to fully understand when momentum has faded and that a new stock has taken the crown the next month.

I’m a greedy bastard, should’ve sold my AMD calls when they were at $262 instead of waiting for $270. GUH

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