• UltrahishamUltrahisham
      ·10-13
      Does AMD Have a Good Shot at Challenging Nvidia’s Dominance? In the world of high-performance graphics processing units (GPUs), Nvidia has long held the crown, particularly in the realms of gaming, artificial intelligence (AI), and data center computing. However, Advanced Micro Devices (AMD), Nvidia’s main competitor, has made significant strides in recent years, particularly with its Radeon graphics line and its efforts in the AI and data center markets. The question now is: Does AMD have a realistic chance of challenging Nvidia’s dominance? Nvidia’s Current Dominance Nvidia’s position at the top of the GPU market is the result of several key factors: 1. Technological Leadership: Nvidia has consistently been at the forefront of GPU technology, launching a series of highly successful arch
      1.16KComment
      Report
    • twizzytwizzy
      ·10-13

      AMD: Be Cautious About it!

      $Advanced Micro Devices(AMD)$ The stock can be very frustrating to trade. I'll say it again.It is not that it can lose 20-30% in a month but even when it is going up it can lose 10 dollars per share in 5 to 10 minutes especially on the open. The reasons for this are not clear but some algos look to be profiting from this and perhaps are marketed somewhat based on this...who knows because that is a dark murky world in itself. The stock has been remarkably faithful to its moving avgs and in particular the 200 day simple moving avg...just take the last 200 days' closing price and add them together and divide by 200. It basically smooths out the rough spots and what do you know ..in the last 2 or 3 years gives us a steady and
      112Comment
      Report
      AMD: Be Cautious About it!
    • XianLiXianLi
      ·10-13
      $Advanced Micro Devices(AMD)$ After they crashed AMD, then came out with an article titled "AMD's 'Advancing AI' Day Was Largely Uneventful", and Today AMD was up 2.26%. They could as well say Tesla's Robotaxi even largely uneventful. In order to have some variety, they chose lacking detail lol. BTW, AMD's P/E is 200 vs Tesla's 60. If you say AMD's future is bright I agree. But I would say Tesla's future is even brighter. [Smart][Smart][Smart]
      305Comment
      Report
    • wigglyzwigglyz
      ·10-12
      $Advanced Micro Devices(AMD)$ Many shorts think AMD is over-valued because they look at TTM P/E (trailing 12 months) vs NTM P/E (next 12 months). Pro investors use NTM P/E because it’s based on the future, not the past. For the record:AMD NTM P/E = 30XNVDA NTM P/E =34XAbout the same. Have a weekend.[Grin][Grin][Grin]
      196Comment
      Report
    • YoungYunYoungYun
      ·10-12
      $Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ Is Nvidia’s strength good for AMD ?If you can’t buy from one company due to lack of production are you going to buy the next best thing ??AMD and Nvidia could be winners in this market scenario ![Miser][Miser][Cool][Cool]Nvidia Stock Rises After Management Says Blackwell Is Sold Out for 12 Months
      3462
      Report
    • YumZoayYumZoay
      ·10-12

      TSM: The King in the Semi

      $Taiwan Semiconductor Manufacturing(TSM)$ Once SP > $200, it goes to $250, then $300 bcuz the test run of 2nm at its Arizona plant was successful due to its capacity > 70%. At this plant, $Taiwan Semiconductor Manufacturing(TSM)$ has the first customer of $Apple(AAPL)$ , then second $Advanced Micro Devices(AMD)$ and the third our stealth military customers, fourth Samsung, etc. The sky is the limit for the next 18 months bcuz all products are booked by our customers. Not to say, there is no other foundry business in the world that can produce > 5 nm with higher and successful rate of chips
      201Comment
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      TSM: The King in the Semi
    • Tiger VTiger V
      ·10-12

      AMD's Strategic AI Expansion: How to Invest and Benefit

      Market Overview Advanced Micro Devices, Inc. $Advanced Micro Devices(AMD)$  has transformed under the leadership of CEO Lisa Su into a powerhouse within the semiconductor industry. AMD is now aiming to lead in high-performance computing, including artificial intelligence (AI), which places it in direct competition with NVIDIA $NVIDIA Corp(NVDA)$  . While AMD has made notable strides with its MI300X chip, NVIDIA remains ahead with its more advanced offerings, such as the H200 and Blackwell. With AMD’s continued strategic investments and recent acquisitions like Xilinx and Pensando, the company is positioning itself as a key player in A
      121Comment
      Report
      AMD's Strategic AI Expansion: How to Invest and Benefit
    • vuvence IXvuvence IX
      ·10-12
      $Advanced Micro Devices(AMD)$  Not in the GPU market. However AMD is more diverse and outside of AI, it has market share in everyday processing, which the world still needs.
      104Comment
      Report
    • robsrobs
      ·10-11
      $Advanced Micro Devices(AMD)$   AMD will never be able to catch up with Nvidia and that is a fact because the amount of respurces Nvidia has in R&D for GPU cannot be matched. However, if the AI cannot be proven soon with any results, Nvidia would be one of the heavy casualties. AMD would be hit as well but they are in a position where they are more diversified in other areas. 
      84Comment
      Report
    • TigerOptionsTigerOptions
      ·10-11

      Why AMD struggles Against Nvidia Dominance

      $Advanced Micro Devices(AMD)$ has long been seen as $NVIDIA Corp(NVDA)$’s primary competitor in the semiconductor space, particularly as both companies vie for a larger share of the AI hardware market. With the unveiling of the MI325X AI accelerator at their recent "Advancing AI" event, AMD hoped to showcase its potential to disrupt Nvidia’s near-total dominance. However, the market’s reaction—sending AMD stock down more than 4% on the day—tells a different story. This leaves us asking: Does AMD have a real chance of catching up to Nvidia? From my perspective, it’s clear that while AMD remains a formidable player in areas like CPUs and traditional GPUs, it still faces significant hurdles when it comes to
      7702
      Report
      Why AMD struggles Against Nvidia Dominance
    • OptionsAuraOptionsAura
      ·10-11

      Is It Time to Go Long on AMD with New GPU Launch?

      On October 10, $Advanced Micro Devices(AMD)$ held a data center event to launch the MI325X AI accelerator and several networking chips.However, despite the promising products, AMD's stock only briefly rose toward the end of the morning session, then continued to decline throughout the day, closing down about 4%, marking a two-day drop to its lowest closing price in a week. This is AMD's biggest intraday and closing drop since September 3.One would expect the launch of powerful AI chips to be a positive move, especially since AMD's new products are going up against $NVIDIA Corp(NVDA)$ 's highly anticipated Blackwell architecture chips. Why did AMD's stock keep falling?Media reports suggest that the decline
      1.25KComment
      Report
      Is It Time to Go Long on AMD with New GPU Launch?
    • Selling For PremiumSelling For Premium
      ·10-11

      Option Strategies: AMD

      Hello everyone! Today i want to share some option strategies with you!1. $Advanced Micro Devices(AMD)$ took a big dump today! Definitely a "sell the news" event. So, what now?- Filled that 175 gap this week, which was also near the upper bollinger band- 50EMA at 156(ish)- 200EMA at 152(ish)- Lower bollinger band around 146- Strongest volume support and point-of-control around 156- MACD declining and a sell-off with strength todayWill be watching AMD's price action to see if today was a "BTFD" moment or it pushes towards the 50EMA and volume point-of-control. Looking to sell puts at the 50EMA strike if it holds as support. Otherwise, will sell strikes around the lower bollinger band.Follow me to learn more about analysis!!https://x.com/Selling4Premi
      265Comment
      Report
      Option Strategies: AMD
    • MrzorroMrzorro
      ·10-11
      Options Market Statistics: AMD Shares Drop as Investors Doubt Its New Chip Can Outperform Nvidia's Blackwell; Options Pop $Trump Media & Technology(DJT)$  's stock jumped over 17% on Thursday with the presidential election coming within a month. On Wednesday, Trump said to get rid of "double taxation" for Americans living overseas as part of his new tax plan. On Thursday, Trump Media, which runs the Truth Social platform, released an Android app for its Truth+ TV streaming service.  At $Advanced Micro Devices(AMD)$  's Advancing AI event, CEO Lisa Su announced AMD's newest AI data center GPU, the Instinct MI325X. Graphics-pro
      322Comment
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    • SmartReversalsSmartReversals
      ·10-11

      $AMD - Support at the 20DMA

      $Advanced Micro Devices(AMD)$ - Support at the 20DMAAnyway it is a red candle validated by high daily volume, there are chances for a bounce but caution is essential, since the oscillator has just started its bearish move.Price action tried to recover the 10DMA by the close, without success.If the 20DMA is broken, the lower Bollinger Band would be a reasonable destination.Some updates for AMD that suggests this is a buyable dip:Server Market: AMD has a 34% revenue share in the server market.Data-Center Accelerators: The market is estimated to grow at a 60% CAGR to $500 billion by 2028.MI325X Launch: AMD has launched the MI325X, offering more memory than Nvidia's H200 HGX.Upcoming Products: AMD is developing the MI350 series (2025) and MI400 series
      507Comment
      Report
      $AMD - Support at the 20DMA
    • BarcodeBarcode
      ·10-11
      $Advanced Micro Devices(AMD)$ 🔺🚨📰🗞️ $AMD IS QUALIFYING CHIP PRODUCTION AT TAIWAN SEMICONDUCTOR'S $TSM ARIZONA PLANT @Tiger_comments @TigerStars @TigerPicks @TigerWire @TigerPM @Daily_Discussion @TigerGPT @TigerEvents 
      4315
      Report
    • Tiger_SCTiger_SC
      ·10-11
    • Bi HanBi Han
      ·10-11
      $Advanced Micro Devices(AMD)$  Buying those dips!!!
      79Comment
      Report
    • BarcodeBarcode
      ·10-11
      $Advanced Micro Devices(AMD)$ $AMD 20241018 180.0 CALL$ 📉 I opened positions in the dip 🔺🅱🆄🅻🅻🅸🆂🅷 🔺🚨📰🗞️ AMD CEO just unveiled $AMD's new chip for Generative AI the "Instinct MI325X" AMD CEO Lisa Su just said $AMD sees the AI Accelerator market growing by a CAGR of 60%+ over the next couple of years up to a $500 Billion market $AMD's new MI325X chips goes into production this quarter and will be available in 🗓️  Q1 2025.  Facebook's $Meta Platforms, Inc.(META)$  VP of Infrastructure and Engineering just told $AMD CEO Lisa Su: "With every EPYC generation, we've continued to expand our deployments" ‼️🚨Another +$14,000,000 UNUSUAL CA
      7936
      Report
    • ShyonShyon
      ·10-10

      Market Highlights 💡 - 10 October 2024

      CPI report release leads to S&P 500 index reaching a historic high; Chinese stock market experiences its largest drop since 2020 due to muted stimulus measures. 🇺🇸 S&P 500 Index: 0.71% 📈 🇺🇸 Nasdaq: 0.60% 📈 🇪🇺 Stoxx 600 Index: 0.66% 📈 🇯🇵 Nikkei 225 Index: 0.87% 📈 🇭🇰 Hang Seng Index: -1.38% 📉 🇨🇳 CSI 300 Index: -7.05% 📉 🇸🇬 STI: 0.56% 📈 Wall Street rose on Wednesday, with the S&P 500 and Nasdaq Composite increasing by 0.7% and 0.6% respectively, as tech stocks gained after the release of the Federal Reserve's meeting minutes and before the September inflation data and earnings season. Asia-Pacific markets fell, with the Hang Seng Index $HSI(HSI)$  and Shanghai CSI 300 Index dropping -1.4% and -7.1% respectively, as traders locked
      1.09K3
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      Market Highlights 💡 - 10 October 2024
    • nerdbull1669nerdbull1669
      ·10-09
      $Advanced Micro Devices(AMD)$   If we look at how the supply demand for GPU chips have progressed, it looks like there are still growing number of organizations buying up the GPU. So AMD still have potential for growth, and considering blackwell AI chips would take organization some time to plan and implement. So I have confidence that AMD would be in a good position for more upside. I am hanging onto my position for AMD as I see potential more upside.
      1.77KComment
      Report
    • UltrahishamUltrahisham
      ·10-13
      Does AMD Have a Good Shot at Challenging Nvidia’s Dominance? In the world of high-performance graphics processing units (GPUs), Nvidia has long held the crown, particularly in the realms of gaming, artificial intelligence (AI), and data center computing. However, Advanced Micro Devices (AMD), Nvidia’s main competitor, has made significant strides in recent years, particularly with its Radeon graphics line and its efforts in the AI and data center markets. The question now is: Does AMD have a realistic chance of challenging Nvidia’s dominance? Nvidia’s Current Dominance Nvidia’s position at the top of the GPU market is the result of several key factors: 1. Technological Leadership: Nvidia has consistently been at the forefront of GPU technology, launching a series of highly successful arch
      1.16KComment
      Report
    • Tiger VTiger V
      ·10-12

      AMD's Strategic AI Expansion: How to Invest and Benefit

      Market Overview Advanced Micro Devices, Inc. $Advanced Micro Devices(AMD)$  has transformed under the leadership of CEO Lisa Su into a powerhouse within the semiconductor industry. AMD is now aiming to lead in high-performance computing, including artificial intelligence (AI), which places it in direct competition with NVIDIA $NVIDIA Corp(NVDA)$  . While AMD has made notable strides with its MI300X chip, NVIDIA remains ahead with its more advanced offerings, such as the H200 and Blackwell. With AMD’s continued strategic investments and recent acquisitions like Xilinx and Pensando, the company is positioning itself as a key player in A
      121Comment
      Report
      AMD's Strategic AI Expansion: How to Invest and Benefit
    • OptionsAuraOptionsAura
      ·10-11

      Is It Time to Go Long on AMD with New GPU Launch?

      On October 10, $Advanced Micro Devices(AMD)$ held a data center event to launch the MI325X AI accelerator and several networking chips.However, despite the promising products, AMD's stock only briefly rose toward the end of the morning session, then continued to decline throughout the day, closing down about 4%, marking a two-day drop to its lowest closing price in a week. This is AMD's biggest intraday and closing drop since September 3.One would expect the launch of powerful AI chips to be a positive move, especially since AMD's new products are going up against $NVIDIA Corp(NVDA)$ 's highly anticipated Blackwell architecture chips. Why did AMD's stock keep falling?Media reports suggest that the decline
      1.25KComment
      Report
      Is It Time to Go Long on AMD with New GPU Launch?
    • TigerOptionsTigerOptions
      ·10-11

      Why AMD struggles Against Nvidia Dominance

      $Advanced Micro Devices(AMD)$ has long been seen as $NVIDIA Corp(NVDA)$’s primary competitor in the semiconductor space, particularly as both companies vie for a larger share of the AI hardware market. With the unveiling of the MI325X AI accelerator at their recent "Advancing AI" event, AMD hoped to showcase its potential to disrupt Nvidia’s near-total dominance. However, the market’s reaction—sending AMD stock down more than 4% on the day—tells a different story. This leaves us asking: Does AMD have a real chance of catching up to Nvidia? From my perspective, it’s clear that while AMD remains a formidable player in areas like CPUs and traditional GPUs, it still faces significant hurdles when it comes to
      7702
      Report
      Why AMD struggles Against Nvidia Dominance
    • YumZoayYumZoay
      ·10-12

      TSM: The King in the Semi

      $Taiwan Semiconductor Manufacturing(TSM)$ Once SP > $200, it goes to $250, then $300 bcuz the test run of 2nm at its Arizona plant was successful due to its capacity > 70%. At this plant, $Taiwan Semiconductor Manufacturing(TSM)$ has the first customer of $Apple(AAPL)$ , then second $Advanced Micro Devices(AMD)$ and the third our stealth military customers, fourth Samsung, etc. The sky is the limit for the next 18 months bcuz all products are booked by our customers. Not to say, there is no other foundry business in the world that can produce > 5 nm with higher and successful rate of chips
      201Comment
      Report
      TSM: The King in the Semi
    • twizzytwizzy
      ·10-13

      AMD: Be Cautious About it!

      $Advanced Micro Devices(AMD)$ The stock can be very frustrating to trade. I'll say it again.It is not that it can lose 20-30% in a month but even when it is going up it can lose 10 dollars per share in 5 to 10 minutes especially on the open. The reasons for this are not clear but some algos look to be profiting from this and perhaps are marketed somewhat based on this...who knows because that is a dark murky world in itself. The stock has been remarkably faithful to its moving avgs and in particular the 200 day simple moving avg...just take the last 200 days' closing price and add them together and divide by 200. It basically smooths out the rough spots and what do you know ..in the last 2 or 3 years gives us a steady and
      112Comment
      Report
      AMD: Be Cautious About it!
    • ShyonShyon
      ·10-10

      Market Highlights 💡 - 10 October 2024

      CPI report release leads to S&P 500 index reaching a historic high; Chinese stock market experiences its largest drop since 2020 due to muted stimulus measures. 🇺🇸 S&P 500 Index: 0.71% 📈 🇺🇸 Nasdaq: 0.60% 📈 🇪🇺 Stoxx 600 Index: 0.66% 📈 🇯🇵 Nikkei 225 Index: 0.87% 📈 🇭🇰 Hang Seng Index: -1.38% 📉 🇨🇳 CSI 300 Index: -7.05% 📉 🇸🇬 STI: 0.56% 📈 Wall Street rose on Wednesday, with the S&P 500 and Nasdaq Composite increasing by 0.7% and 0.6% respectively, as tech stocks gained after the release of the Federal Reserve's meeting minutes and before the September inflation data and earnings season. Asia-Pacific markets fell, with the Hang Seng Index $HSI(HSI)$  and Shanghai CSI 300 Index dropping -1.4% and -7.1% respectively, as traders locked
      1.09K3
      Report
      Market Highlights 💡 - 10 October 2024
    • XianLiXianLi
      ·10-13
      $Advanced Micro Devices(AMD)$ After they crashed AMD, then came out with an article titled "AMD's 'Advancing AI' Day Was Largely Uneventful", and Today AMD was up 2.26%. They could as well say Tesla's Robotaxi even largely uneventful. In order to have some variety, they chose lacking detail lol. BTW, AMD's P/E is 200 vs Tesla's 60. If you say AMD's future is bright I agree. But I would say Tesla's future is even brighter. [Smart][Smart][Smart]
      305Comment
      Report
    • wigglyzwigglyz
      ·10-12
      $Advanced Micro Devices(AMD)$ Many shorts think AMD is over-valued because they look at TTM P/E (trailing 12 months) vs NTM P/E (next 12 months). Pro investors use NTM P/E because it’s based on the future, not the past. For the record:AMD NTM P/E = 30XNVDA NTM P/E =34XAbout the same. Have a weekend.[Grin][Grin][Grin]
      196Comment
      Report
    • YoungYunYoungYun
      ·10-12
      $Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ Is Nvidia’s strength good for AMD ?If you can’t buy from one company due to lack of production are you going to buy the next best thing ??AMD and Nvidia could be winners in this market scenario ![Miser][Miser][Cool][Cool]Nvidia Stock Rises After Management Says Blackwell Is Sold Out for 12 Months
      3462
      Report
    • MrzorroMrzorro
      ·10-11
      Options Market Statistics: AMD Shares Drop as Investors Doubt Its New Chip Can Outperform Nvidia's Blackwell; Options Pop $Trump Media & Technology(DJT)$  's stock jumped over 17% on Thursday with the presidential election coming within a month. On Wednesday, Trump said to get rid of "double taxation" for Americans living overseas as part of his new tax plan. On Thursday, Trump Media, which runs the Truth Social platform, released an Android app for its Truth+ TV streaming service.  At $Advanced Micro Devices(AMD)$  's Advancing AI event, CEO Lisa Su announced AMD's newest AI data center GPU, the Instinct MI325X. Graphics-pro
      322Comment
      Report
    • Selling For PremiumSelling For Premium
      ·10-11

      Option Strategies: AMD

      Hello everyone! Today i want to share some option strategies with you!1. $Advanced Micro Devices(AMD)$ took a big dump today! Definitely a "sell the news" event. So, what now?- Filled that 175 gap this week, which was also near the upper bollinger band- 50EMA at 156(ish)- 200EMA at 152(ish)- Lower bollinger band around 146- Strongest volume support and point-of-control around 156- MACD declining and a sell-off with strength todayWill be watching AMD's price action to see if today was a "BTFD" moment or it pushes towards the 50EMA and volume point-of-control. Looking to sell puts at the 50EMA strike if it holds as support. Otherwise, will sell strikes around the lower bollinger band.Follow me to learn more about analysis!!https://x.com/Selling4Premi
      265Comment
      Report
      Option Strategies: AMD
    • SmartReversalsSmartReversals
      ·10-11

      $AMD - Support at the 20DMA

      $Advanced Micro Devices(AMD)$ - Support at the 20DMAAnyway it is a red candle validated by high daily volume, there are chances for a bounce but caution is essential, since the oscillator has just started its bearish move.Price action tried to recover the 10DMA by the close, without success.If the 20DMA is broken, the lower Bollinger Band would be a reasonable destination.Some updates for AMD that suggests this is a buyable dip:Server Market: AMD has a 34% revenue share in the server market.Data-Center Accelerators: The market is estimated to grow at a 60% CAGR to $500 billion by 2028.MI325X Launch: AMD has launched the MI325X, offering more memory than Nvidia's H200 HGX.Upcoming Products: AMD is developing the MI350 series (2025) and MI400 series
      507Comment
      Report
      $AMD - Support at the 20DMA
    • BarcodeBarcode
      ·10-11
      $Advanced Micro Devices(AMD)$ $AMD 20241018 180.0 CALL$ 📉 I opened positions in the dip 🔺🅱🆄🅻🅻🅸🆂🅷 🔺🚨📰🗞️ AMD CEO just unveiled $AMD's new chip for Generative AI the "Instinct MI325X" AMD CEO Lisa Su just said $AMD sees the AI Accelerator market growing by a CAGR of 60%+ over the next couple of years up to a $500 Billion market $AMD's new MI325X chips goes into production this quarter and will be available in 🗓️  Q1 2025.  Facebook's $Meta Platforms, Inc.(META)$  VP of Infrastructure and Engineering just told $AMD CEO Lisa Su: "With every EPYC generation, we've continued to expand our deployments" ‼️🚨Another +$14,000,000 UNUSUAL CA
      7936
      Report
    • vuvence IXvuvence IX
      ·10-12
      $Advanced Micro Devices(AMD)$  Not in the GPU market. However AMD is more diverse and outside of AI, it has market share in everyday processing, which the world still needs.
      104Comment
      Report
    • robsrobs
      ·10-11
      $Advanced Micro Devices(AMD)$   AMD will never be able to catch up with Nvidia and that is a fact because the amount of respurces Nvidia has in R&D for GPU cannot be matched. However, if the AI cannot be proven soon with any results, Nvidia would be one of the heavy casualties. AMD would be hit as well but they are in a position where they are more diversified in other areas. 
      84Comment
      Report
    • BarcodeBarcode
      ·10-11
      $Advanced Micro Devices(AMD)$ 🔺🚨📰🗞️ $AMD IS QUALIFYING CHIP PRODUCTION AT TAIWAN SEMICONDUCTOR'S $TSM ARIZONA PLANT @Tiger_comments @TigerStars @TigerPicks @TigerWire @TigerPM @Daily_Discussion @TigerGPT @TigerEvents 
      4315
      Report
    • Tiger_SCTiger_SC
      ·10-11
    • Bi HanBi Han
      ·10-11
      $Advanced Micro Devices(AMD)$  Buying those dips!!!
      79Comment
      Report
    • nerdbull1669nerdbull1669
      ·10-09
      $Advanced Micro Devices(AMD)$   If we look at how the supply demand for GPU chips have progressed, it looks like there are still growing number of organizations buying up the GPU. So AMD still have potential for growth, and considering blackwell AI chips would take organization some time to plan and implement. So I have confidence that AMD would be in a good position for more upside. I am hanging onto my position for AMD as I see potential more upside.
      1.77KComment
      Report