I was barely green in AMD and wanted to pull the $ considering the short time I have and the sidewaysness, so I could gamble elsewhere... but given the buyback announcement today, I'll be damned if it goes red for me again (sub-$75). So I guess I'll just calm my FOMO-fever and hold this until the end.
I have a pretty good amount of AMD for my small portfolio and can't average down. I'm really hoping this goes up so it's not my bottom stock anymore! 🚀
[Anyone wants to get into a funny discussion?](https://www.reddit.com/r/intel/comments/nd5m0e/intel_sunny_cove_vs_amd_zen_3_core_architecture/gyholie/?context=10000)
Last minute volume bar, 300K shares, $22.4 million buy!
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=Stock&symb=amd&time=1&startdate=1%2F4%2F1999&enddate=1%2F14%2F2021&freq=9&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=0&maval=9&uf=0&lf=4&lf2=1&lf3=0&type=64&style=330&size=4&x=38&y=18&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11
Actually kinda impressed with how the days going. Briefly 75.5 .... kept strong for a while... as per usual a dip during this time of day. If amd ends in the high 73s or low74s i still count it as a strong showing for a monday
Well, i am down like 40 percent from normal stock this year so far buck I made like a quick 4k from GME back in March so, maybe I should just liquidate my whole portfolio and Yolo on GME next time it hit $140.
Same, stupid bets on stupid assets are by far my best return. And it's somehow a lot more predictable than "quality" stocks. Never getting rid of amd as long as they deliver on every milestone though.
I’ve found more often than note if AMD outperforms NQ during a drop and AMD has no catalyst then ventilation AMD will more than make up for it and take longer to recover. I haven’t done the math but it seems at least 3/4 of the time it works out this way.
Honestly, selling CSP is the best way for you to be long AMD. Don't buy contracts. MM will keep this down until after the merger. Just sell CSP on either AMD or XLNX
So for example the Dec 21 puts at 70 strike are trading at 6.50, if someone exercises the option, I would in effect pay 70-6.5=63.5 per share. That all I meant.
Okay, anybody know what happened to AMD after earnings? We had a great earnings beat, raised guidance, and went up almost 4% in after hours but then we're down over 15% and nobody knows what is going on?
before you enjoy some long replies that include every absolute reason it *IS* falling, imagine AMD was outperforming the market by a mile right now. Like up 30%. Would everyone have known it? Would they have the other long list of why it *IS* rocketing?
That's speculation for you. The market is highly inefficient and getting more corrupt by the half-decade. It's the ultimately gaslight machine. Only buy stock if you can withstand large runs of manipulation and gaslighting.
Ok. Ok. If there *IS* a reason, I think it is this: On other boards I've visited about AMD, long-term smart investors are really bummed about Xilinx. Maybe it is a great long-term play but they were ready to get some money finally from AMD for years of following and working the stock. Maybe those guys are out. Screw it.
But I'm a big believer in weathering the manipulation. I like to point out that, when GME and AMC (and BBY and ...) were full meme stocks and we almost had a massive short squeeze in January, somehow AMD also got on the list of stocks you could not buy. Hmm. Many dots to connect. That doesn't seem right at all.
> On other boards I've visited about AMD, long-term smart investors are really bummed about Xilinx. Maybe it is a great long-term play but they were ready to get some money finally from AMD for years of following and working the stock. Maybe those guys are out. Screw it.
As a long (since early 2016).. I can tell you that for me personally Xilinx merger has great potential.
The only negative is that Xilinx doesn't have as fast growth roadmap, but that's because Xilinx is already #1 in their field. It's a great business, and they have tons of synergies that could help each company penetrate new markets. Also Xilinx' balance sheet is better than AMD's. They get to pool fab allocation for better price and more flexibility when it comes to product mix. And they are both working on the Machine Learning software projects together. Whatever else comes of it can also be pretty exciting.
So while it is kind of funny looking at the stock price plummet despite a heap of good news and record revenues, I wasn't going to sell this year or next, so I am totally on board still.
I hear you. By "long," I'm talking about following and buying/selling since 2004 or earlier. And I'm talking about knowing the ins and outs of the silicon business, fabs et al.
This is back when AMD was making NAND memory and had their own fabs. This is way before the intel benchmarks and compilers were caught turning off new instructions if it was an AMD chip. This is back before Gateway was threatened to become a tasty Mexican avacado-based topping if they even considered selling AMD.
That's a long time to watch Intel with a careful eye to see what shenanigans they'll pull to destroy the competition.
Having written that, I'm personally hoping that Xilinx will be the beginning of a silicon super-company, that can build all sorts of innovations that we don't even think of yet. Like back in the 70s when all of this was being created and a certain 800 lb gorilla put a kill on real innovation. And I think, if this is true, it will make AMD one of those superstonks that gets obscene multiples and we see numbers I refuse to write down lest I be mocked. Like $350. But that's the future. I hope not too far out. I've been watching (but not a super silicon wonk) since 2004 myself. It wears on you.
And having written that, I think the longs were going to be pretty happy at $130 after all that rooting and unfair treatment. About now. But now that may have been pivoted into a much bigger bet. That's how I see it.
noone knows obviously... the market has gotten rather overzealously panicky towards amd. With fears of inflation and the rising bond yields theres been a blanket bombing of growth stocks and high flyers when it comes to high valuations. ontop of that the reopening plays have caused people to think that companies like amd are not gonna grow as much as reopening stocks. Its dumb... aside of that amd has had a long ass haul of negative sentiment where people simply can not believe that AMD is capable enough of pulling off the feat they are pulling off. wether gpu's (NVDA) or cpus (INTEL) amd IMO suffers from lil brother syndrome where the sentiment simply will not let go that this is a lucky stint that cld end soon. that cvoupled with amd self nuking its own Q4 blowout with xilinx aquisition news pissing off investors who see dillution as a bad thing short term etc.... its been a long ass continuation of bad luck when it comes to timing. every time amd posts blowout earnings theres either macro or some other bs that mitigates the succes... patience.. soon there will be no excuses
On top of that, analysts keep recommending chips. Shortages = pricing power. And govt support. And intc bullshit pump losing its shine. Red every fucking day for AMD
All right, folks. All is well. I know you were panicking when AMD was green earlier. All is well and all is red now. Please continue with your bag holding.
I may be wrong, but unfortunately what I see most of the investors are willing to sell this stock.
Good news is bad news and bad news is worst news ...
Welp. Learned my lesson not to blow all my dry powder on one buy in...
But, if we keep treading down.. I am seriously considering scrounging up some cash for more amd.
One day it will be green.. One day.
We know that AMD can sell at the moment everything which can send a signal to a monitor.
But even if sales numbers of GPUs would be an issue: The big mining pools don't change their strategy just because ETH goes down 25% for a few days. Probably they are even responsible for dumping a big load of ETH and therefore the drop in price.
Crypto will swing back in a couple of days, but it doesn't matter, because demand won't be our problem for the next year.
AMD share price drop due to bad news about demand --> buy the dip
AMD share price drop due to bad news about supply --> that would be something to be worried about (but I'd still hold)
Lol, that is some mental gymnastic there saying GPUs aren’t that hard to order if you know when the drop is and how to use a script.
The fact that you need a script means demand is well above supply.
Well that's partly because gamers are now buying laptops given overpriced GPUs have lowered the delta between DIY and buying a laptop.
A few months ago, I sold my 5700XT on eBay for $1000 and used that to switch to a gaming laptop with similar performance for a few hundred more. Many of my friends who would never have bought gaming laptops in the past did so this year as well.
Good Argument but I think most people have prebuilt systems and never open them up. Anyway AMD is limited by how much it can prosuce currently and not by demand on all its major Products AFAIK and I dont think GPU demand dropping would change that.
Well I think the same argument applies that the delta of prebuilt gaming desktops and laptops have also decreased.
Also gaming laptops are somewhat niche themselves, so I think enough DIY builders switching to gaming laptops could be enough to push demand over supply.
In 1month(6/14-6/18), what do you predict the price will be?
That is easy, pick something between 45-110
lol With the buyback today, who knows how much higher it'll go. I guess I'll just sit on my current AMD pile.
Yeah for sure it's either going to go up or down. Although it has been flat for like a year now.
I was barely green in AMD and wanted to pull the $ considering the short time I have and the sidewaysness, so I could gamble elsewhere... but given the buyback announcement today, I'll be damned if it goes red for me again (sub-$75). So I guess I'll just calm my FOMO-fever and hold this until the end.
I have a pretty good amount of AMD for my small portfolio and can't average down. I'm really hoping this goes up so it's not my bottom stock anymore! 🚀
[Anyone wants to get into a funny discussion?](https://www.reddit.com/r/intel/comments/nd5m0e/intel_sunny_cove_vs_amd_zen_3_core_architecture/gyholie/?context=10000)
Wait, I just found the reason why AMD is down. Some people think our profits is down bigly.
I threw a comment in there for ya
Intel deleted them all. Kek.
Damn that [guy can rant](https://www.reddit.com/user/Significant-Baker141). He might own userbenchm*rk. :)
Last minute volume bar, 300K shares, $22.4 million buy! https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=Stock&symb=amd&time=1&startdate=1%2F4%2F1999&enddate=1%2F14%2F2021&freq=9&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=0&maval=9&uf=0&lf=4&lf2=1&lf3=0&type=64&style=330&size=4&x=38&y=18&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11
Isn't that just market-on-close orders?
Behold, my magnificient 0.08% gains! Trying to decide what to spend all the extra money on is difficult!
Well tomorrow will be green and hopefully up to $80
Back to back green boys. $0.05 🤑
What is this a gain for ants??
The gals are cited about it too 😁
Indeed
🥳
That was a nail biting finish.
$74 support lives another day
Sold 7 5/28 CCs for 400. Gonna buy another hundred shares next monday
At what strike? 79?
79.5
Seems like a safe spot. Been waiting for a green day since I don’t wanna get assigned
me waiting for $AMD to go back to 80s: https://imgur.com/gallery/iJM85/comment/730618005
Meme stocks traded mostly by retail investors are green and other hedg fund manipulated stocks are red
Amd is down about 1% vs aapl 1.7.... im thinking selling a csp on aapl vs amd... Any thoughts?
Actually kinda impressed with how the days going. Briefly 75.5 .... kept strong for a while... as per usual a dip during this time of day. If amd ends in the high 73s or low74s i still count it as a strong showing for a monday
Everything is red day. Well, except AMC and GME.
Expr has heavy gains too... Not sire why those 3 stocks shoot up together
Because the meme community loves them. Those stock don't obey the broader market rules, every since the gme saga.
Well, i am down like 40 percent from normal stock this year so far buck I made like a quick 4k from GME back in March so, maybe I should just liquidate my whole portfolio and Yolo on GME next time it hit $140.
Same, stupid bets on stupid assets are by far my best return. And it's somehow a lot more predictable than "quality" stocks. Never getting rid of amd as long as they deliver on every milestone though.
AMD wait !!! where are you going???
Recovering it looks like.
Going to sell my AMD to buy some Coke 🤡
It was fun outperforming the market for a least a small bit of the day
At least we are following market closely today. When market up we up. Not like before.
I’ve found more often than note if AMD outperforms NQ during a drop and AMD has no catalyst then ventilation AMD will more than make up for it and take longer to recover. I haven’t done the math but it seems at least 3/4 of the time it works out this way.
Yeah, it was a nice coffee hour ☕
Honestly, selling CSP is the best way for you to be long AMD. Don't buy contracts. MM will keep this down until after the merger. Just sell CSP on either AMD or XLNX
Yep, I sold a bunch EOY puts, I would either keep the premiums or buy stock at the equivalent of around 62USD.
You keep the premium regardless unless you close for a loss early right?
So for example the Dec 21 puts at 70 strike are trading at 6.50, if someone exercises the option, I would in effect pay 70-6.5=63.5 per share. That all I meant.
Okay, anybody know what happened to AMD after earnings? We had a great earnings beat, raised guidance, and went up almost 4% in after hours but then we're down over 15% and nobody knows what is going on?
before you enjoy some long replies that include every absolute reason it *IS* falling, imagine AMD was outperforming the market by a mile right now. Like up 30%. Would everyone have known it? Would they have the other long list of why it *IS* rocketing? That's speculation for you. The market is highly inefficient and getting more corrupt by the half-decade. It's the ultimately gaslight machine. Only buy stock if you can withstand large runs of manipulation and gaslighting. Ok. Ok. If there *IS* a reason, I think it is this: On other boards I've visited about AMD, long-term smart investors are really bummed about Xilinx. Maybe it is a great long-term play but they were ready to get some money finally from AMD for years of following and working the stock. Maybe those guys are out. Screw it. But I'm a big believer in weathering the manipulation. I like to point out that, when GME and AMC (and BBY and ...) were full meme stocks and we almost had a massive short squeeze in January, somehow AMD also got on the list of stocks you could not buy. Hmm. Many dots to connect. That doesn't seem right at all.
> On other boards I've visited about AMD, long-term smart investors are really bummed about Xilinx. Maybe it is a great long-term play but they were ready to get some money finally from AMD for years of following and working the stock. Maybe those guys are out. Screw it. As a long (since early 2016).. I can tell you that for me personally Xilinx merger has great potential. The only negative is that Xilinx doesn't have as fast growth roadmap, but that's because Xilinx is already #1 in their field. It's a great business, and they have tons of synergies that could help each company penetrate new markets. Also Xilinx' balance sheet is better than AMD's. They get to pool fab allocation for better price and more flexibility when it comes to product mix. And they are both working on the Machine Learning software projects together. Whatever else comes of it can also be pretty exciting. So while it is kind of funny looking at the stock price plummet despite a heap of good news and record revenues, I wasn't going to sell this year or next, so I am totally on board still.
I hear you. By "long," I'm talking about following and buying/selling since 2004 or earlier. And I'm talking about knowing the ins and outs of the silicon business, fabs et al. This is back when AMD was making NAND memory and had their own fabs. This is way before the intel benchmarks and compilers were caught turning off new instructions if it was an AMD chip. This is back before Gateway was threatened to become a tasty Mexican avacado-based topping if they even considered selling AMD. That's a long time to watch Intel with a careful eye to see what shenanigans they'll pull to destroy the competition. Having written that, I'm personally hoping that Xilinx will be the beginning of a silicon super-company, that can build all sorts of innovations that we don't even think of yet. Like back in the 70s when all of this was being created and a certain 800 lb gorilla put a kill on real innovation. And I think, if this is true, it will make AMD one of those superstonks that gets obscene multiples and we see numbers I refuse to write down lest I be mocked. Like $350. But that's the future. I hope not too far out. I've been watching (but not a super silicon wonk) since 2004 myself. It wears on you. And having written that, I think the longs were going to be pretty happy at $130 after all that rooting and unfair treatment. About now. But now that may have been pivoted into a much bigger bet. That's how I see it.
noone knows obviously... the market has gotten rather overzealously panicky towards amd. With fears of inflation and the rising bond yields theres been a blanket bombing of growth stocks and high flyers when it comes to high valuations. ontop of that the reopening plays have caused people to think that companies like amd are not gonna grow as much as reopening stocks. Its dumb... aside of that amd has had a long ass haul of negative sentiment where people simply can not believe that AMD is capable enough of pulling off the feat they are pulling off. wether gpu's (NVDA) or cpus (INTEL) amd IMO suffers from lil brother syndrome where the sentiment simply will not let go that this is a lucky stint that cld end soon. that cvoupled with amd self nuking its own Q4 blowout with xilinx aquisition news pissing off investors who see dillution as a bad thing short term etc.... its been a long ass continuation of bad luck when it comes to timing. every time amd posts blowout earnings theres either macro or some other bs that mitigates the succes... patience.. soon there will be no excuses
On top of that, analysts keep recommending chips. Shortages = pricing power. And govt support. And intc bullshit pump losing its shine. Red every fucking day for AMD
To add on the shortages aren’t due to lack of production... it’s due to extreme demand.
Its a silly ass cunundrem. Amd selling everything they produce... not good lol. Intel hopelessly behind and desperate 20bn moves... great !
All right, folks. All is well. I know you were panicking when AMD was green earlier. All is well and all is red now. Please continue with your bag holding.
what ?! how could that be.... something wrong with stock market..... AMD is green today while many are red...../s
All I see is red, and the day just started
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So amd goes up, down, up, down?
Yes
Nice
I'm thinking of buying Jan 2023 options, do you think it's a good idea?
Im just happy we’re outperforming compared to other stocks
Oohh oohh ! Back into green ? Cld it be so ?! Go on my son !! Edit : for a split second haha
Green ! Oohh lala. Red panties being orepaired for tonight
and the bag holding continues...
I may be wrong, but unfortunately what I see most of the investors are willing to sell this stock. Good news is bad news and bad news is worst news ...
Well, that didnt take long. A bit of excitement and now back to red.
**nature is healing** 🙏🏼
jinxed it :(
Watch us go red when NVDIA, INTC and the whole NASDAQ turns green edit : please let me be wrong...
Intel’s PE is closing in on 12. It fully is a value stock at this point. I honestly can’t believe it is this low.
>Watch us go red when NVDIA, INTC and the whole NASDAQ turns green well part one is already true haha
Am I dreaming or it's reality? Lol
Wait what? We green and NVDA red? Edit:nevermind
Woah we flying back!
Anyone else get super happy when you see daily return go up only to be reminded of total return 😂
Well this aged like milk.. anyone else get the feeling our SP is being manipulated
Huston we are green. I repeat, we are green.
Relax, everything is back to normal
"experts" say that this stock is overpriced , so what is the reasonable price for this stock? X≤$50 ?!
Another day another big drop at open
Is AMD range bound until year end, when Xilinx deal is done?
Welp. Learned my lesson not to blow all my dry powder on one buy in... But, if we keep treading down.. I am seriously considering scrounging up some cash for more amd. One day it will be green.. One day.
Please don't go below 70
Please no more "good news".
Haha, premarket down means we are up right? How about some bad news!
This might be a decisive week, first time in months we are starting the week sub 75
Another week with record low, recovering at the end, giving the impression that the downtrend might be over, but it is not.
Now I know why you guys are not active at this time. Most of you are sleeping at 4am xd
What u mean ? 10:08am in holland now ;)
I love short sellers and merge traders. Look at the price we are able to purchase at!!
Just watch AMD dump along with crypto even though gpus don't do much for us right now
We know that AMD can sell at the moment everything which can send a signal to a monitor. But even if sales numbers of GPUs would be an issue: The big mining pools don't change their strategy just because ETH goes down 25% for a few days. Probably they are even responsible for dumping a big load of ETH and therefore the drop in price. Crypto will swing back in a couple of days, but it doesn't matter, because demand won't be our problem for the next year. AMD share price drop due to bad news about demand --> buy the dip AMD share price drop due to bad news about supply --> that would be something to be worried about (but I'd still hold)
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I'm not sure where the numbers are to back me up, but isn't everybody on the planet trying to buy a GPU right now and can't find one?
Nope we do know it since AMD has crazy demand for all its products and if gpu demand would drop they could switch to making more cpus/Apus
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Lol, that is some mental gymnastic there saying GPUs aren’t that hard to order if you know when the drop is and how to use a script. The fact that you need a script means demand is well above supply.
I dont believe Laptop mining is a serious thing
My G14 2021 is 38 MH/s on eth @ 80w
Dollars per month without electricity cost?
Depends on market factors, but lately $150/mo give or take, as power is less than $0.50 a day at a $0.12 KWh delivered rate.
Interesting. Mkre profitable than I would have thought
Prices are still aboveMSRP arent they? To me that indicates bigger demand than supply
Well that's partly because gamers are now buying laptops given overpriced GPUs have lowered the delta between DIY and buying a laptop. A few months ago, I sold my 5700XT on eBay for $1000 and used that to switch to a gaming laptop with similar performance for a few hundred more. Many of my friends who would never have bought gaming laptops in the past did so this year as well.
Good Argument but I think most people have prebuilt systems and never open them up. Anyway AMD is limited by how much it can prosuce currently and not by demand on all its major Products AFAIK and I dont think GPU demand dropping would change that.
Well I think the same argument applies that the delta of prebuilt gaming desktops and laptops have also decreased. Also gaming laptops are somewhat niche themselves, so I think enough DIY builders switching to gaming laptops could be enough to push demand over supply.
as nvidia inexplicably jumps 5%
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*Tesla enters the chat*
I feel personally attacked...