AMD
Advanced Micro Devices, Inc. - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
Price
Today
Users
Total
AMD Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
The beauty of the VIX at 30 at least makes calls so expensive that it helps unrealized losses on lea...
The beauty of the VIX at 30 at least makes calls so expensive that it helps unrealized losses on leaps. I should be down a lot more than 10% on these AMD calls lmao
$MU DD: The AI memory bottleneck is real, Micron is printing, and the stock still gets treated like it’s 2023, 2019, or w/e
Open those sleepy eyes, I’ve been watching Micron for a while and the more I dig into it the more it feels like the market is still pricing this company like it’s the same old cyclical memory stock from 2018. Meanwhile the entire AI industry is about to consume absurd amounts of memory for the next decade. Everyone wants exposure to AI through GPUs. NVDA, AMD, accelerators, whatever. But GPUs don’t actually work without huge amounts of memory bandwidth feeding them data. Training large models and running inference requires insane amounts of DRAM and high bandwidth memory. That’s the part of the stack people seem to forget about, and Micron sits right in the middle of it. What really caught my attention was how strong the actual numbers have already become. Micron just reported about $13.6B in revenue, up from roughly $8.7B a year ago, and earnings of about $4.78 per share compared with $1.79 last year. Operating cash flow for the quarter was over $8B. Those are not numbers from a company that’s waiting for AI demand to show up, the demand is already here and it’s ramping fast. Then management dropped guidance for the next quarter and it was even more aggressive. They’re expecting roughly $18.7B in revenue and around $8.4 EPS. At current prices that puts the stock somewhere around 12x that earnings run rate, which honestly doesn’t seem that crazy for a company tied directly to the biggest infrastructure buildout in tech right now. The part that makes the story even more interesting is high bandwidth memory. HBM is the specialized memory that sits next to AI GPUs and feeds them data fast enough to run large models. Without it, the GPUs basically choke on data throughput. Micron said they’ve already sold out their entire HBM supply for 2026, including next generation HBM4. When a company is literally booked out years ahead in one of the most important components in AI infrastructure, that’s worth paying attention to. The industry projections around this market are also pretty wild. Estimates have the HBM market growing from around $35B in 2025 to about $100B by 2028, which is roughly a 40% annual growth rate. That’s before even considering how fast data center demand could accelerate if AI adoption continues at the current pace. At the same time supply across the memory industry is still tight. Micron has said they still can’t meet all customer demand, and pricing is already moving up. Some industry estimates suggest DRAM prices have jumped close to 90% quarter over quarter, with NAND prices up more than 50%. When memory pricing moves like that, the companies producing it tend to see big margin expansion. They’re also pushing new products designed specifically for AI data centers. Micron recently announced a 256GB SOCAMM memory module built for high performance computing and AI workloads. The claims were pretty impressive, significantly lower power usage, smaller physical footprint, and meaningfully faster performance for large language model inference. In an environment where data centers are constantly fighting power limits, improvements like that matter. So the obvious question is: if the fundamentals look this strong, why does the stock still get hit sometimes? Part of it is just history. Memory stocks have burned investors for decades because the industry used to be brutally cyclical. Every time pricing peaked, supply eventually flooded the market and margins collapsed. A lot of investors still assume that pattern will repeat no matter what. The other reason is macro noise. Semiconductor stocks are extremely sensitive to sentiment. War headlines, interest rate fears, AI rotations, analyst upgrades or downgrades, all of that can move the stock in the short term even if the long-term demand story hasn’t changed. To be fair, the bear case isn’t crazy either. Memory is still cyclical to some degree. If AI spending slows down, or if hyperscalers pause their infrastructure buildouts, Micron would definitely feel that. Expectations going into earnings are also pretty high, so even strong results could cause volatility if investors decide growth is peaking. But when I zoom out and look at the bigger picture, the demand side of the equation is hard to ignore. AI infrastructure is scaling rapidly and every single GPU cluster needs massive amounts of memory bandwidth to function. As models get bigger and inference workloads expand, the amount of memory required per system keeps increasing. So in a weird way **Micron becomes a sort of second order AI play. If NVIDIA sells more GPUs, memory demand rises. If hyperscalers build more AI data centers, memory demand rises. If large language models continue getting bigger, memory demand rises again.** The market still tends to treat Micron like a boom and bust commodity stock, but the environment around it is starting to look very different. Revenue growth is accelerating, margins are expanding, HBM supply is already locked in years ahead, and pricing across the industry is improving. Maybe the market is right and memory cycles will always come back to bite investors eventually. But if AI infrastructure spending keeps ramping the way it has been, Micron might be sitting in one of the most important bottlenecks in the entire stack. Not financial advice. I just like the company selling the memory that all these trillion dollar AI models need to run. My $MU Position as of today: I’m currently holding 506 shares of Micron with an average cost of $410.91. At the current price around $388, my equity position is worth roughly $196k, making up about 78% of my portfolio. I’m also positioned with $17k in options exposure, focused on upside into the next few months April 17 Calls 2x $450 calls 2x $420 calls 1x $400 call July 17 Position 2x $400 / $460 call debit spreads TLDR; Micron becomes a sort of second order AI play. If NVIDIA sells more GPUs, memory demand rises. If hyperscalers build more AI data centers, memory demand rises. If large language models continue getting bigger, memory demand rises again.
Buying the crap out of AMD at $195 and below
Buying the crap out of AMD at $195 and below
Wen NVDA & AMD to +5%?
AMD credit spread APR17 expiry, 170p, 160p. Full port.
AMD credit spread APR17 expiry, 170p, 160p. Full port.
I just got into some diagonal spreads on amd, January atm calls and match 27 shorted calls
I just got into some diagonal spreads on amd, January atm calls and match 27 shorted calls
Sold my Honda S2000 to buy AMD, NVDA, MU, & TSLA
Sold my Honda S2000 to buy AMD, NVDA, MU, & TSLA
>US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales This fucking retard is *begging* t...
>US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales This fucking retard is *begging* the world to build a non-US dependent chip infrastructure As soon as someone cracks the EDA software nut we're fucked
Is 🥭stupid？Does he seriously expect chips to be consumed only by U.S. companies? I can already see N...
Is 🥭stupid？Does he seriously expect chips to be consumed only by U.S. companies? I can already see Nvidia and AMD heading for a downfall.
Fucked is an understatement > ALL NATIONS MUST GET US APPROVAL TO RECEIVE SHIPMENTS OF NVIDIA AND ...
Fucked is an understatement > ALL NATIONS MUST GET US APPROVAL TO RECEIVE SHIPMENTS OF NVIDIA AND AMD PRODUCTS.
The Trump administration is drafting rules that would require U.S. approval for nearly all AI chip e...
The Trump administration is drafting rules that would require U.S. approval for nearly all AI chip exports, giving Washington sweeping power over companies like Nvidia and AMD. The draft framework sets licensing rules based on shipment size, from simplified reviews for small orders to government-level approval for massive deployments, potentially tying exports to security guarantees or U.S. investment. Officials say the goal is to make American AI the global standard while controlling critical infrastructure, though delays or strict conditions could disrupt international AI projects.
US drafts rule requiring licenses for AI chip exports worldwide. $NVDA $AMD
US drafts rule requiring licenses for AI chip exports worldwide. $NVDA $AMD
Can we pump AMD to $215 so I don’t get banned, pretty please
Can we pump AMD to $215 so I don’t get banned, pretty please
AMD trying so hard to fight SPY
AMD trying so hard to fight SPY
Don't worry boys, I just sold my amd calls. The market is about to rip. Edit: it jumped 1% immedia...
Don't worry boys, I just sold my amd calls. The market is about to rip. Edit: it jumped 1% immediately after I sold. FML
AMD pls give me another +5%
amd god candle
JFC thanks AMD
AMD doing typical AMD stuff 🩸
Avgo needs rerating downwards. Market is giving too much premium when compared to likes of Amd and n...
Avgo needs rerating downwards. Market is giving too much premium when compared to likes of Amd and nvda.
Chip AI. Only NVDA delivers! AMD has prod breadth but CEO Lisa Su tends to hype. In July 2025 said A...
Chip AI. Only NVDA delivers! AMD has prod breadth but CEO Lisa Su tends to hype. In July 2025 said AI could top $500 bil in a few years - that’s 2027????? But AMD has product to back….Broadcom relies on scale/customers - pretty much like Indian tech support companies - model does not produce innovation
AMD don’t rug tomorrow
Micro-slop is now the new AMD (Advance Money destroyer)
Micro-slop is now the new AMD (Advance Money destroyer)
Never been more clear to me that AMD is going to absolutely pump like crazy this year
Never been more clear to me that AMD is going to absolutely pump like crazy this year
AMD moves up more on no news than it does actual earnings.
AMD moves up more on no news than it does actual earnings.
!banbet AMD 185 2d
Now SPY fuckign with AMD smh
Now SPY fuckign with AMD smh
Sold my $200 AMD calls at 192. FUCK MY LIFE I could fucking cry rn
Sold my $200 AMD calls at 192. FUCK MY LIFE I could fucking cry rn
You see amd, NVDA? Do some of that later today.
You see amd, NVDA? Do some of that later today.
Inverse Avgo if amd, nvidia and other semis got punished after super good earnings why wouldnt avgo ...
Inverse Avgo if amd, nvidia and other semis got punished after super good earnings why wouldnt avgo be?
AMD will have my babies
After all this is over you’ll see 300+ by May-June in my opinion. AMD literally just locked another ...
After all this is over you’ll see 300+ by May-June in my opinion. AMD literally just locked another 100B deal with someone who actually has the money to back it up. Those deals all have share price incentives in them. Trust me it’s a sure thing.
AMD so fucking manipulated
COME ON AMD $220 BY NEXT WEEK
All it took was me buying some AMD for it to fall into the 180s, ur welcome for the sale
All it took was me buying some AMD for it to fall into the 180s, ur welcome for the sale
Wow, AMD, they have been holding it not to breakdown below.
Wow, AMD, they have been holding it not to breakdown below.
Short AMD would be the easiest risk off play
Short AMD would be the easiest risk off play
i think amd calls for friday are a good play, anyone agree?
i think amd calls for friday are a good play, anyone agree?
You already have a bet going - AMD to 215.0 before 09-Mar-2026 09:46 AM -05
You already have a bet going - AMD to 215.0 before 09-Mar-2026 09:46 AM -05
I need AMD to strike another deal and get me to $205 tomorrow
I need AMD to strike another deal and get me to $205 tomorrow
You already have a bet going - AMD to 215.0 before 09-Mar-2026 09:46 AM -05
You already have a bet going - AMD to 215.0 before 09-Mar-2026 09:46 AM -05
Is there a worst stock than AMD?
Is there a worst stock than AMD?
Just bought some AMD calls 😎
Just bought some AMD calls 😎
BRING BACK AMD $220 NOW
I can't decide whats looking at the nicest price between AVGO, MU, AMD and NVDA.
I can't decide whats looking at the nicest price between AVGO, MU, AMD and NVDA.
NVDA or AMD on this dip
Ofc I’m heavily invested in AMD and ANET
Ofc I’m heavily invested in AMD and ANET
#Ban Bet Won --- /u/Intelligent-Claim193 made a bet that AMD would go to 190.0 within **2 weeks** w...
#Ban Bet Won --- /u/Intelligent-Claim193 made a bet that AMD would go to 190.0 within **2 weeks** when it was 203.12 and it did, congrats fucker. Their record is now 1 wins and 0 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
AMD clearly going to be under 190
AMD clearly going to be under 190
->AMD posts beat with huge guidance ->world ends
->AMD posts beat with huge guidance ->world ends