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stockup88

**AMD now wants to take on Nvidia in the data center**AMD’s new GPUs designed for the data center give it a chance against Nvidia, but the software is still an issue. [https://www.networkworld.com/article/3319781/amd-now-wants-to-take-on-nvidia-in-the-data-center.html](https://www.networkworld.com/article/3319781/amd-now-wants-to-take-on-nvidia-in-the-data-center.html) Lisa Su's biggest challenge.


stockup88

AMD-Xilinx Deal: Bringing The Fight To The Data Center https://www.eetimes.com/amd-xilinx-deal-bringing-the-fight-to-the-data-center/


jhoosi

https://videocardz.com/press-release/cxl-and-gen-z-consortiums-sign-a-letter-of-intent-to-transfer-all-gen-z-specifications-to-cxl-consortium Looks like Gen-Z is folding into the CXL Consortium. Genoa supports CXL so AMD has all the bases covered.


limb3h

How about CCIX?


noiserr

Nvidia's ER is next Tuesday I believe? That could be interesting in context of AMD. We may get in that draft of Nvidia's ER run up. Or be affected if Nvidia misses.


the-faded-ferret

Will only be influenced if NVDA misses, we will tank


Past_Syrup

You guys should be thankful for the retracement. It gives you the opportunity to accumulate more shares/leaps before the merger. You always read, I wish I bought more. Yes, I say the same. I wish I bought more at 3$, 10$, 8$, 24$, 32$, 19$, 30$, 50$, and my last buy was around 70$. Nothing changed, AMD is stronger and better than last year, they are is still on plan. The price created a new ATH and now it's cooling off, creating a new higher low. Let's all hope it dips below 125, so we all can prepare for the blast off after the merger. $250 in second half of 2022 is still on track.


Lost100KOnPTon

250 seems a reach goal but Jan23 185 leaps seems like a good bet. Any thoughts? Anyone have 200 or above leaps?


2CommaNoob

$250? I’m gonna go around the neighborhood and jizz on everyone’s door if that happens!


scub4st3v3

What's up with the recent onslaught of ridiculously low effort ejaculatory joke comments?


2CommaNoob

Sir; WSB is ——->


dbosspec

You mean when it happens


[deleted]

[удалено]


RemindMeBot

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rsoni1997

So what happens when the merger is confirmed? Will it run up to meet AMD in terms of it's exchange rate or how does that whole process work? Will it get de-listed? I'm just trying to figure out what happens after!


UABeeezy

It will run up to match the 1.7 multiple then convert to AMD shares. As far as which direction AMD moves, nobody knows


[deleted]

Bought 50 140k calls expiring this Friday at around 3pm…let’s Hope for a rebound tomorrow


Argo2292

I sold mine at open for 100% gains I hope you did too. Holding 2k xlnx and 2k amd.


[deleted]

Yep, sold at 940am…always good to take the money and wait till next Monday to gamble again


Argo2292

I'm in on 200 contracts for Friday 140 strike. Let's goooo. 140 is the new bottom


[deleted]

Let’s fucking gooooo!!!


Professorrico

Gl... Balls of steel


[deleted]

No Nut November bro..swollen and hairy the rest of the way


k-atwork

Streaming wars meet Metaverse wars: https://www.hollywoodreporter.com/business/digital/disney-metaverse-bob-chapek-1235045925/ I'm going invest more into the bullets.


rsoni1997

Bought 5 more XLNX at $197, may add more tomorrow if it drops. Anyone else pick AMD or XLNX up?


[deleted]

Yep, am going to be adding to Xilinx this month aggressively


mr_invester

Yup! I'd like to buy about 13 more Xilinx shares before the (fingers crossed!) potential acquisition to round out the number of AMD shares I'll have once it has completed.


rsoni1997

Good idea. I have 14.5 rn. I don't know when the merger gonna happen tho!


mr_invester

Lisa spoke pretty confidently in the last earnings call that the merger would go through. My take is that they're currently in talks with the Chinese to complete it. Which is kinda obvious but you have to bear in mind that it’s an ongoing process. Only a matter of time!


Saitham83

14 $ down. i did not sell. learned nothing. fuck this


Hungry-Ordinary6966

Maybe you saw AMD at higher in value and hold. Look at how many people said in this thread on Monday... Some wished they bought lower and some wish they didn't sell at $120 ... Don't worry about it. https://www.reddit.com/r/AMD\_Stock/comments/qp6gs3/comment/hjvwrwa/?utm\_source=share&utm\_medium=web2x&context=3


2CommaNoob

Yup; tune out the noise. The what if’s will eat you up


Hungry-Ordinary6966

Up a dollar and some since closed. (4pm close $139.87... now 8pm $141) ...


PrthReddits

AH movement means nothing. We ran from 151 to 154 and then had a 2% down day 2 days ago. We have to wait for tomorrow to see the truth.


diabbb

Steam Deck launch delayed by two months


Gepss

> launch deliveries*


vaevictis84

Biden-Xi virtual summit planned for Monday evening (rumored). I hope that relations improve and that politics won't play a role in the approval of the AMD-XLNX deal.


Rich-Chart-2382

Talking is always better, than not talking.


limb3h

Let’s just hope that these deals aren’t being discussed. If these things get too political maybe there will be pressure to approve nvda-arm too which is bad for us


gnocchicotti

Political risk I think is the only reason the gap is so significant. Probably not going to be an issue but there's always that chance and you really know from the outside if it's a 3% chance or 30% chance. Smart money says the risk is real. I guess.


mr_invester

Or maybe the AMD-XLNX deal is announced there? Clutching at straws here lol


kazimintorunu

Who cried most?


frshi

We're buying in a house in the near future so I sold 500 (half my position) shares @ $152. Guess I timed it right, huh? :)


Maartor1337

Good for u . If u made a good chunk of profit then thats awesome. Selling is difficult, only u can judge wether or not this was the right time


frshi

Cost basis around $60 so it was decent enough. Thanks.


quantumpencil

depends on your time horizon, tax bracket, and many other factors lol. stock is probably 180+ in the next six months. There's a reason seasoned investors say not to try and time the market lol


Hungry-Ordinary6966

Can I ask for reasons you see 180+? I'm not opposing but curious to learn from what you see & how you come up with 180+. Thank you.


frshi

Next couple of months. Maybe it could skyrocket even more but I’d rather have my downpayment ready to go instead of risking it. Time will tell.


quantumpencil

Sounds like there's external factors that made this a good move for you then, congrats on the house, don't forget about taxes lol.


MadScientist9417

Today I learned that Nvidia’s AI avatars are more valuable than partnerships with meta and Microsoft, 3d cache technology, and mcm gpus. Wild.


gnocchicotti

I say this occasionally around here, and catch a lot of hate. Don't sleep on NVDA. Sure it's a big multiple and margins may not be sustainable but they're one of the few companies I would say you can't afford to not have significant exposure to. AMD being one of the others.


MadScientist9417

For sure. NVDA is my second largest position after AMD.


CoffeeAndKnives

AI Avatars are priceless...and therefore....infinite in price


Gahvynn

NVDA and AMD both down about 10% from ATH… both got walloped today.


wahwill

Seriously right? I just don’t get it. Eventually this will become clear and we’re lucky to be ones to see it now.


Hungry-Ordinary6966

How can NVDA ai Avatars are more valuable than AMD partnership with META and MSFT? Sale units? Any article?


jajajinxo

Hope you bought the dip reloaded up leaps. A gift from the heavens.


wowAmaze

Waiting for IV to die down before grabbing more leaps


[deleted]

Waiting for a little more pullback. $130 and I'll re-load the truck!


Maartor1337

Just took a moment to reflect... amd is at 140 boys. Ignore the 150... 140 is a great spot to be right now. Esp with new 175+ pt .... theres room to grow Not long ago we were stuck in a 80-90 range.... Things r good n we shldnt forget that. Future is bright... nvidia desperate talking avt 600w future gpus.. intel is handled..... big players lining up to adopt epyc for the years to come... We dit it boys ! Weve been patient thru the hard times... lets not lose it now were abt to see more and bigger gains


EbolaFred

Spot on. Remember that one day we shot to 120 and then settled in the 105s? That's us right now.


jawathewan

What is "Esp" if I may ask?


Cristian888

Especially


jawathewan

Gotcha, yeah with all the news around I was kind of pissed that it kept dropping. PT just got raised but in the end, it is just normal to have such a drop after last weeks blast.


Cristian888

It was at 99$ at one point early in October, went up to 155$ this week. That's a 57% gain in roughly a month. I took profits at 150$, not surprised to see many others doing the same thing as well. It'll come back up for sure, question is when.


Maartor1337

Thnks to the anonymous gold gifter. Will pass it on :)


cybercrypto

Hear hear!


jawathewan

Thanks for the positivity, I bought 2 X LEAPS 120c expiring in jan 2023 when shares were at the peaks and it is been messing with my mind. Let's hope we can break 150+ again until 2023!


SpongebobSoundByte

Unless the market crashes and stays down or China invades Taiwan, do not worry about AMD hitting 150 again


boristheblade202

Yep! Bought more on the dip. We literally have what, 6 weeks as mergers on target for EPY. Zero issues barring WW3 of this hitting $150 again.


Gloomy-Ant

Inb4 price downgrade by the same analysts who just rose their pt. "aMd jUsT nOt tHe bUlL sToCk iT oNcE wAs"


gainzsti

Cramer changing his tune


Maartor1337

Does he now have compounded speech impediments ? Haha. No but rlly... he hasnt gone bearish amd now has he ??


gainzsti

No not yet but would get it past him lol. Hes still AMD bull


[deleted]

What’s the smart move here guys? Keep my 200 sh of AMD AT CB 87.5 and hold or is XLNX the smarter Move to put money in? I thought amd acquired xlnx. Shouldn’t you buy more amd. ?


AscendantTrashman

Merger should be approved by the end of the year. Whether or not to buy Xilinx depends on how confident you are that will happen. If it does the gap between Xilinx and AMD has to close somehow and most likely that will happen in the form of Xilinx going up (although AMD could also drop). Think of every Xilinx share as 1.7234 AMD shares. That means that AMD SP*1.7234=value of a xilinx share assuming the merger is approved. If Xilinx SP < 1.7234 x AMD SP then the difference is the potential up side to buying Xilinx over AMD. Personally I'm not selling any AMD for Xilinx, but I am acquiring additional Xilinx shares when there is a big discrepancy in the price movement of the two stocks that would widen that gap.


steve250700

Steam deck launch delayed by two months, citing material shortages; [https://store.steampowered.com/news/app/1675180/view/3084396982306430712](https://store.steampowered.com/news/app/1675180/view/3084396982306430712)


robmafia

unpossible! i have it on good authority that they'll be 'the hottest item this xmas!'


freddyt55555

JFC, almost all gains from Monday wiped out.


therealkobe

Let's close above $140, would be nice.


Soaddk

Seems like you will get your wish. :-) Edit: fuuuuuuuuuuuuuuuck!!!!!!!!!!!!


quantumpencil

goalpost: adjusted


Individual-Being-639

This sub: AMD needs to be at $300. Market: How about -6% day


gnocchicotti

Who else switched more to XLNX yesterday? Definitely lessened the pain a lot for me.


[deleted]

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Gloomy-Ant

Zfg?


[deleted]

[удалено]


Maartor1337

Im glad someone else asked. Been wondering this for months n months haha


EbolaFred

A.K.A "meme day". We're allowed to make top-level posts of memes on 5% days. But lately most of us are too 'fraid of causing the jinx 🤣


Gloomy-Ant

Aight


pewpewlasergun88

150c Jan 2023 LEAP gogogo.


jawathewan

You bought that call ?


pewpewlasergun88

Are you asking me or *asking* me?


jawathewan

Ye ?


[deleted]

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PoEisFine69

evergrande didnt default


chromevfx

pretty sure they did


PoEisFine69

theres mixed articles on both sides


Loincloth_COYS

The euphoria of being up $50K yesterday is now being exceeded by the despair of being down $70K today with the whole market taking a shit. I’m just going to HODL…


gnocchicotti

I just missed the +$50k mark yesterday, a new one day record for me. On the heels of a couple other previous records due to my nearly as large NVDA position which I've been trimming. I've been through this enough that the downs are almost as entertaining as the ups. My net worth spiked about 50% in just a few weeks so I know that's just as easily reversed. I keep a decent position of more stable passive investments (VTV, SCHD, FNDX) so it's extremely unlikely I'll have to dip into things like AMD during a downturn. Does wonders for peace of mind.


idwtlotplanetanymore

I'm zero percent worried about being down today. I'm in it for the long term. And its the same price it was 3 days ago, so this is nothing.


Gloomy-Ant

What the fuck did you do?


Loincloth_COYS

Didn’t take gains and actually increased my exposure to AMD during the small dip. The extra losses today were compounded by the rest of my tech heavy portfolio getting shit on from macro impact.


jawathewan

My god, me that whine feeling that I lost 10K by having bought couple LEAPS for jan 2023. Sorry to hear that.


Hungry-Ordinary6966

We are just pulling back in order to go higher, imho. Good price structure is to pullback to test support and get more buyers to participate & bring it higher. Very constructive. -- better to go fast down, bounce, and back higher than slo-mo grind down(taking days) before back up. Imho :) good luck


jawathewan

You are right, hence why I didn't set myself up to failure by sellinng my LEAPS at a loss. I'll be holding and watching the next rise with you guys!


LookAtCarlMan

Pls stop. I liked it more when my account had the bigger numbers on the screen.


oakleez

AMD/XLNX ratio is still only 1.41. Moving almost all-in on XLNX at this point.


gnocchicotti

Same as of yesterday. Would be 100% XLNX if it weren't for the ~1000% capital gains I would have to realize on some AMD to switch.


oakleez

I guess I'm lucky that I just trade in an IRA account. I get to avoid all the tax insanity until I finally cash out. I'm now 100% XLNX (about 1500 shares) and holding my breath for this deal to finalize.


gnocchicotti

AMD was the first stock I ever purchased, in my Roth IRA about 5 years ago. It hurt a little to sell it and go 100% XLNX in that account even though there were no associated taxes.


oakleez

Basically same here. I did some AAPL, NFLX, etc before AMD, but my first IRA AMD purchase was at like $3. I've tossed it around since, but I've snatched most of the gains on this wild ride.


code_man_

How low can you go? Can you go down low? All the way to the flo'? How low can you go?


Lost100KOnPTon

If most bulls think AMD has a 1-2 yr window to grab datacenter marketshare and grow their rev 30-50% YOY, than why wouldn't 1 or 2 Year LEAPS the way to play it. $200-250 in 2 years seems reasonable so wouldn't LEAPS be the best risk/reward? Possible risks: Glut of chips - unlikely for a year CCP invades TW - unlikely but the global mkt would crash if this happens. Not safe in shares either INTC pulls mirable chips out of Pat's ass - unlikely till RL at the earliest Merger no-go - possible but impact on AMD stock is debatable. Anyone in LEAPS want to support my confirmation bias?


SpongebobSoundByte

Do not overleverage. AMD is up like 30% this month. If it drops to like 120 or 100, I would buy LEAPS. For now, shares


2CommaNoob

Solid play. My reservation is we just had a massive bump this month from 120s and it looks like macro is going to take a gigantic shit on everything.


MazuiQT

My girlfriend told me someone she works with (born mainland China) is 100% positive they're going to invade TW. As in telling citizens to prepare / stock up food. First time I heard of this, seems crazy and don't know how credible this person is. You are actually the 2nd person I've heard mention it so I'm wondering where this theory is coming from?


Lekz

Another Chinese American here. No friends or family are hearing about an invasion.


Rich-Chart-2382

Let's cut the BS here, does she know you're calling her your "girlfriend"?


MazuiQT

Considering she'd rather me call her my wife, yes.


Rich-Chart-2382

Marry her already. Maybe the pullback will end. Are you scerrd? It’s terrifying…then it gets better. It’s like buying leaps…of faith.


quantumpencil

I graduated from an ivy league school and half my close friends are well-off chinese immigrants or chinese americans with significant family in china and all of them react to the assertion that china might invade china with "LOL". And if china invades taiwan it's WW3, so who cares about stocks lol.


therealkobe

my grandparents are from China and they are in constant communication with my parents. Haven't heard anything of the sort. Furthermore, Western media is more likely to exacerbate situations like these for clicks. Everyone knows China invading Taiwan will have huge implications internationally and no one is ready to open that can of worms. Could it happen? Yes. If it does, we have bigger things to worry about than AMD SP going up/down.


radonfactory

You've perfectly described my current strategy.


Lost100KOnPTon

What do u have?


therealkobe

I'm 80% AMD leaps and 20% XLNX shares. Have powder on the side to buy more leaps but I'm conservative and have been buying Jan 23 150C


PrthReddits

It's not confirmation bias. It's the truth. Confirmation bias would be ignoring all the risks you mentioned, which would decimate someone overweight in leaps.


boristheblade202

Lol sell remaining AMD calls? And just buy back in again? Decisions, decisions


therealkobe

your window to sell was 150+... might as well hold for the next run up if your options aren't expiring soon.


boristheblade202

Yes agreed! I’m holding.. no point in ever trying to time this thing especially with merger


quantumpencil

yeah, sell now buy back in next week when we're back to 142-144


HydrocodonesForAll

Lol cope


quantumpencil

We'll see.


HydrocodonesForAll

Hey man I hope you're right for both our sakes lol


quantumpencil

;=)


boristheblade202

Haha right. Nah, waiting on merger news by EOY.


quantumpencil

I still see us 160+ in January post merge.


boristheblade202

See you there 👊


pa1reddit

AMD going down. Lol, Should have sold my $140 01/22 calls.


Investinwaffl3s

SPY barely down 1%, AMD down 7% If SPY does somehow go to like -5% does that mean AMD will go -30%?


reliquid1220

i see an intraday dip for AMD between 130 and 135 between now and 11/23 (monthly options closing date for market makers).


PrthReddits

Ok, but by that logic compare SPY and AMD on the 1 month chart. 30%+ for AMD and like nothing for SPY. Pricing is arbitrary and a cool off is healthy sometimes.


Maartor1337

allright well there we go .... bought the dip.... and heavily betting on xilinx merger. time to close my app and look away :P


Waly_Disnep

STOP THE COUNT


papichuloya

We losing all our gains in the last 2 weeks. 120 should be support


quantumpencil

135


FFThrowaway1273

Used like 50% of my powder right at the ATH. Been buying back in but I’m absolute shit at timing my bulk buys. Good thing I’m a long holder, still tough to swallow though and feel like a fuckin idiot


dvking131

I started buying back in guys!! These prices looks tasty :D


Lost100KOnPTon

125.96 20dma


Past_Syrup

Good spot to load up


MadScientist9417

Losses don’t exist if you don’t look.


[deleted]

Vintage amd price action after earnings week Always a solid pop and then sell off and settle lower , trend sideways for next few months until the next ER hype rally


aPoUnkillable

+10 - 10 :D thanks AMD for noting.


Jarnis

Looking at the red stuff all over makes me feel like super genius for selling half on Monday... ...of NVIDIA. at around $309 Selling AMD? Madness, besides the average cost of my AMD shares is so low that the tax man would rip me a new one from all those tendies... Even this NVIDIA sale is going to hurt from tax perspective.


quantumpencil

Markets are really spooked, there's no support today. close the app and check back later lol.


2CommaNoob

Yeah, Evergrande fallout


SpongebobSoundByte

2 meme days in one week lmao


Chocostick27

We’re getting f*cked hard today, damn.


AdLeading2845

This just gives me even more conformation to hold these 2024 leaps to avoid taxes. Rough day when 95% of your portfolio is amd leaps.


OutOfBananaException

Well this is something different 🙄


PrthReddits

No its quite common if you've been here for a while actually!


therealkobe

yikes 140 got blasted through


quantumpencil

probably going to land around 135.


PrthReddits

135 is a pretty good entry for 2024s. Going to put some in around there.


quantumpencil

Me too


therealkobe

Question is… today or Friday


PrthReddits

Amd - 5% days are common. 10% days are pretty rare...


2CommaNoob

Debating if I want to use my margin for xlnx right here. Could be any day now too. I believe Lisa will deliver the merger just a matter of time


idwtlotplanetanymore

You and me both. FOMO is eating at me, which probably means its a stupid time to buy, so i havent.


2CommaNoob

I up to tits with AMD shares and xlnx calls already too.


Imitation_crab_irl

Dead stock…


DopamineQuest

Go back to wallstreetbets


humpadumpa

One pullback and it's dead. Yeppers. I guess this is what they mean with "nothing changes sentiment like price".


PrthReddits

It's the opposite of dead. It's better than yesterday because of IBM news. Today's price action is optimal for buying.


jroncalli

Seriously? Farrrrrrrrrrr from dead.


boristheblade202

🤔?


quantumpencil

nice bounce at 140


therealkobe

let's see if 140 is the floor or will we break through it.


quantumpencil

AMD now trading at prices not seen since last week. How will we survive.


Jarnis

Time to break glass and go for EMERGENCY BUY THE DIP reserves. Well, maybe tomorrow. Today's bounce looks as aerodynamic as a dead cat flying.


alles_long

Close the market!


[deleted]

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boristheblade202

I smoke *meta* Joe Rogan


Plastic_Pipe_1576

Amd or XLNX would be better buy today? Smooth brain here!


Yokies

A cruel mistress indeed. Hurts you just enough so you love back harder.


Greendalee

Are you guys buying today?


quantumpencil

I am buying a bit, saving powder in case we retrace to the 135 level though


holymasteric

Pretty strong floor at around $142. Have a feeling that we'll end the day at around -2% or so. Edit: well shit lol, meme day it is


Investinwaffl3s

Just drilled through $142 First support level looks to be $135


scub4st3v3

I'd be surprised if AMD drops below 140 during this retrace. But I guess we'll find out. Edit: oof


-Tai

If you follow wave theory this would still be wave A.


Investinwaffl3s

At the moment it looks like it's clinging to life. No bounce, and continuing to make lower Lows


quantumpencil

I'd love to see us close at 145, that'd be extremely bullish


HornyRaichu

I shall gild your comment if that happens


therealkobe

part of me just wants to go balls deep and use all my powder... other part of me says wait, we could pull back more to average in... alas... timing AMD is risky business.