AMD

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%

Just food for thot- AMD got down to $76 in April

If youre not buying Amd at these prices idk wat to tell you

Amd up or down on monday?

You know what I hate? Mother fuckers who come in all high and mighty when their ports are doing well, but as soon as the script turns and they're in shambles, they stop coming here. Fucking pussies. Yeah I'm talking about you averyveryuniquename whatever the fuck AMD bull, and many others. If you wanna give it, learn to take, or never give it at all BTW I hold a bit of AMD assets too, but hell it gives me more joy to think about how that guy is begging at the Wendy's dumpster than pain about how red I am

You think amd will fall on monday? Why?

AMD vs ORCL which will fall the most ?

GOOGL, NVDA, AMD propping up the entire nasdaq

Haha I bought in on Novo at 300 and 290 DKK, I'm a long term NVDA and AMD holder (check my history). I still believe in Semis but I don't see the 100-300% increase in anything but Novo. The most oversold stock of all time. Watch out for December 3rd and their Alzheimer results

I have the same ones except for amd. So yeah probably.

Add AMD and NBIS to that list

Holding 200c NVDA, 240c AMD, 105c NBIS calls expiring on Jan 16 2026. Am I cooked?

i bought another 2k at close. amd to 1 trilly

Way too much crying and not enough plays being dropped in this thread AMZN $225c 11-28 AMD $215c 11-28

Why didn’t I get AMD puts when it was at $260 😭

AMD has been absolutely wrecked

AMD cost more the NVDA. LOOOl Advanced Money Destroyer has takn the lead and your funds.

All the companies that are being connected around the circular financing in ai are getting punished from the last 2-3 weeks be it Microsoft Nvidia coreweave Oracle Amazon AMD etc. All the companies who jump because of openai deals are getting punished. Maybe the ai bubble is bursting. By the way you see a pattern all these companies were kind of betting against Google ,its green touchwood

Not gonna make any moves today but probably gonna sell AAPL BRKB and move it all into more AMD and NVDA next week

AMD down 30% last month making absolutely 0 sense

AMD loosing all its openai deal gains.

Amd still tanking

Loool. Amd and nvda dead dead deaaaddd

Lol where is the bottom on amd

AMD sub 200 😭

Everyone talking about Nvidia sell-off meanwhile AMD is regaining it's destroyer title

AMD was 260 just 6 days ago Nvda was 197 just yesterday Fucking insanity

Bought 80x amd here

AMD has gap to 170 and looks like it wants to break down

AMD has gone from 270 to 198 in a matter of 48 hours LOL....WTF

I think we got back up from here. $AMD and $LULU

AMD LMAO, where is that LISA SU flair fuck at…he’s been quiet lately

Oh AMD give it a rest

Are my Jan 16 2026 NVDA 200c, AMD 240c and NBIS 105c dead in the water?

Sold AMD, bought GOOG

long term, GOOG or AMD?

You need to have chip exposure, and AMD is siting around 450B

replace AMD with GOOGL and this holds very nicely

Guys, don’t miss the dip, this is the time to BUY META, AMZN, MSFT and AMD. DONT MISS THIS OPPORTUNITY