AMD
Advanced Micro Devices, Inc. · Technology · Semiconductors
$504.80
-10.88% 今日 · -2.32% 1W
10月30日 收盤或最新價
盤後 $508.22 +0.68% ·
提及 · 過去一小時
0
相對今日速度 -100%
提及 · 24 小時
43
相對本週速度 -16%
提及 · 7 天
359
71% 正面
平均情緒 · 24 小時
+0.057
每則提及，−1 到 +1
Reddit 怎麼說
過去 7 天多空雙方最多讚的看法。
看多
Now this is actually triple circle-funding, interesting: Meta buys chips from AMD.
AMD will have solid earnings (maybe not as much of a smash as last time, but still good).
*Looks and sees AMD is still over $500*.
看空
Intel had cpus self destructing and lost consumer favor with the PC nerds and AMD had outperformed them with the x3d chips in gaming.
APPL PLTR monday, AMD tues, ARM QCOM wed, more than enough to mess shit up more if they miss.
This year I've added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN).
最熱門留言
Best F'ng buying opportunity in a while
Hahaha my exact thoughts seeing these posts. We are currently in an equity market where a huge portion of the participants have never experienced an environment that "buying the dip" doesn't work exceptionally well almost immediately. Retail trading/ investment activity skyrocketed in 2021-2022 and has been high ever since. Liberation day and the start of the Iran war this year made people's confidence in the strategy even stronger. I'm not saying it won't continue to work right now. A lot of things have changed, and Trump announcing a peace deal …
AAPLINTCNVDADELL
熱門留言
最新
Weekend Discussion Thread for the Weekend of October 31-November 1
I'm guessing we go up Monday then get fucked on Wednesday when AMD reports.
4 小時前
Do you know any traders with a high profit factor that live trade?
Please show me how I lose money other than AMD trades. … You can comment negatively but I am happy with my 110% gains and in October my return is $566,420.36.
The semis and hyperscaler correlation is flawed
Yeah this dude is a when do you think the chip cycle peaks in terms of revenue growth and stock price? Everyone has been amazed at Nvidia over the past 5 years I'm hoping AMD can do something similar.
Weekend Discussion Thread for the Weekend of October 31-November 1
Trust AMD is doing a -15% or more for sure. It did -17% on earnings in Jan on a mediocre quarter, they're going to miss revenue just like Intel did. No one can buy PC's anymore due to the rising memory costs.
15 小時前
Best F'ng buying opportunity in a while
It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. … If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now.
TTWO is at a 52 week low 19 days before the most hyped game launch ever
Like there's a handful of companies in the world capable of making and designing advanced computer hardware. … Did we really think that they were just going to roll over and die because Nvidia and AMD got big pushes?
The semis and hyperscaler correlation is flawed
My biggest concern isn't necessarily long-term chip demand, but whether a slowdown in AI spending could hurt semis enough that my OTM LEAPS take a beating before things recover. … I still feel pretty bullish on AMD and INTC through 2028, but I'm trying to be realistic.
Almost a trillion USD wiped out
That's small stuff, talking about Intel becoming a TSMC backed with US support is why Intel is valued. … Though AMD doesn't just have the CPU they have the worlds most powerful MI455 instinct accellerators..atm anyway.
19 小時前
Reducing my tech exposure, stock recommendations?
You can't win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. … I'll be retiring 3 years early bc of my winners.
Even NVDA, AMD, SPCX, INTC and the other shovel sellers are getting sucked in or already hitting negative cash flow or debt, even AAPL isn't untouched, the memory cost insanity is helping cut it's sales and their earnings don't back up that P/E anymore. … As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity.
INTC holders it'll be okay
GPU wars? Bro they lost the CPU wars to AMD with Ryzen , they just went for gpu's and shot themselves in the foot.
Weekend Discussion Thread for the Weekend of October 31-November 1
Not feeling confident about earnings from AAPL, AMD, QCOM, and PLTR. SMCI might be good though. I feel like the red will continue. I don't think the midterm elections are going to mean much no matter who wins.
1 天前
AMD is as overvalued as it gets. Numbers are just bonkers, it will follow INTC's turbulent repricing
tbh I think even if AMD discovers the cure of cancer it will fell off a cliff in earnings because the sentiment is awful. … Years of awful administration by INTC aren't erased in 1-2 years just because the CPU market is booming, AMD predicted correctly and its showing, they are extremely more prepared for what the market wants.
Intel had cpus self destructing and lost consumer favor with the PC nerds and AMD had outperformed them with the x3d chips in gaming. … They may go down...but it won't be from an earnings miss they will over perform there.
I just want this trading day to end.
I placed an order for 15 shares of AMD yesterday and accidentally placed it for 115 in 6 seconds. Just tilt trading into options now, but fuck man, today is brutal.
Big Tech lost $900 billion in market cap and the AI spending story is cracking
This isn't necessarily an "AI demand is dead" moment. … Strong growth is impressive, but investors are starting to care about the cash bill.
2 天前
Daily Discussion Thread for October 29, 2026
$GOOG looks tempting but I am not buying because if I do, it will drop further. … They just have been thoughtful in how they start monetizing it differently with AI without losing any market share!
I love Anthropic's products, BUT I think their S1 is a far more scarier than people let on.
They'll gladly use NVIDIA or AMD GPUs, Google TPUs, Amazon Trainium, etc. … They brag about this in their S-1, and from what I've heard, the other frontier AI companies aren't as well positioned for a hardware-agnostic future, which might make them more vulnerable to supply shocks, aggressive partner pricing, etc.
Samsung's record $80.4B profit beats forecasts and tops Microsoft, Alphabet and Meta as chip supplier outearns its AI customers
Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. … I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.
Anthropic files for its IPO, revealing an $80B loss in 2026
What is your definition of cheap? A cheap share price? Like less than $10? … They had two Q over Q revenue gains over 70% twice last year.
5 天前
Meta announces $95 billion stock offering to fund AI expansion
At ~$650 per share, even if META stock were to drop by half, Nvidia and AMD would loose around ~$2.5B in equity value, while each securing somewhere in the range of $10-20B in high margin revenue. … But at least for this one, a small equity stake for a large chunk of revenue with a company that has fairly robust non-AI revenue is probably a pretty safe bet.
The buybacks at low rates made sense when growth was slowing and they needed to signal confidence. … What gets me is the Nvidia and AMD buying in.
What Are Your Moves Tomorrow, October 26, 2026
I trusted AMD because I'd been reading analyses saying its future looked promising, but then it suddenly dropped. … I haven't even managed to save that much money yet, and I feel like I'm dealing with everything on my own.
I hope so. I hope they fucking rain down hell on the sycophant lickspittles who have been cozying up to the regime. Nvidia, Apple, SpaceX, TSLA, AMD, many others. Crush the fuck out of them.
逐日
| 日期 | 收盤 | 漲跌 | R500 | 提及次數 | 正向 | 讚數 | 加權情緒 |
|---|---|---|---|---|---|---|---|
| 11月1日 週日 | 15 | 8 | 13 | 2.1 | |||
| 10月31日 週六 | 50 | 34 | 81 | -19.2 | |||
| 10月30日 週五 | 504.80 | -10.88% | #494 | 166 | 116 | 193 | 19.6 |
| 10月29日 週四 | 566.42 | -2.08% | #465 | 40 | 26 | 47 | 1.4 |
| 10月28日 週三 | 578.44 | +3.24% | #33 | 22 | 22 | 25 | 7.9 |
| 10月27日 週二 | 560.26 | +5.45% | #20 | 37 | 26 | 39 | 1.6 |
| 10月26日 週一 | 531.28 | +2.80% | #43 | 28 | 22 | 42 | 13.5 |
| 10月25日 週日 | 1 | 0 | 1 | -0.2 | |||
| 10月24日 週六 | 1 | 1 | 1 | 0.0 | |||
| 10月23日 週五 | 516.79 | +1.74% | #43 | 2 | 2 | 3 | 1.5 |
| 10月22日 週四 | 507.93 | -8.10% | #484 | 1 | 1 | 1 | 0.6 |
| 10月21日 週三 | 552.72 | +3.36% | #31 | 2 | 1 | 2 | -0.0 |
| 10月20日 週二 | 534.74 | -0.62% | #448 | 2 | 2 | 2 | 0.7 |
| 10月19日 週一 | 538.05 | +1.76% | #37 | 1 | 1 | 1 | 0.3 |
| 10月18日 週日 | 6 | 6 | 7 | 1.7 | |||
| 10月17日 週六 | 1 | 1 | 1 | 0.0 | |||
| 10月16日 週五 | 528.75 | -5.95% | #484 | 1 | 1 | 1 | 0.0 |
| 10月15日 週四 | 562.23 | -1.50% | #452 | 1 | 0 | 1 | -0.2 |
| 10月14日 週三 | 570.82 | -5.73% | #480 | 10 | 9 | 18 | 8.9 |
| 10月13日 週二 | 605.53 | +1.90% | #45 | 1 | 1 | 1 | 0.4 |
| 10月12日 週一 | 594.24 | -2.28% | #463 | 2 | 2 | 2 | 0.9 |
| 10月11日 週日 | 1 | 1 | 1 | 0.6 | |||
| 10月10日 週六 | 6 | 2 | 6 | -1.0 | |||
| 10月9日 週五 | 608.10 | -2.03% | #478 | 2 | 1 | -2 | 5.2 |
| 10月8日 週四 | 620.68 | -3.90% | #486 | 3 | 2 | 3 | 0.5 |
| 10月7日 週三 | 645.86 | -0.55% | #217 | 1 | 0 | 1 | -1.0 |
| 10月6日 週二 | 649.42 | +2.80% | #37 | 7 | 4 | 7 | -1.1 |
| 10月5日 週一 | 631.75 | -0.34% | #378 | 3 | 3 | 4 | 3.8 |
| 10月4日 週日 | 2 | 1 | 2 | -0.2 | |||
| 10月3日 週六 | 3 | 3 | 9 | 7.1 |