• Value_investingValue_investing
      ·07-24

      AMD Launches New Products with Strong Performance, Yet Its Stock Plunges — What Happened?

      Yesterday, $Advanced Micro Devices(AMD)$ released its latest GPU and CPU products. The company claimed that the performance exceeds $NVIDIA(NVDA)$, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M
      198Comment
      Report
      AMD Launches New Products with Strong Performance, Yet Its Stock Plunges — What Happened?
    • LanceljxLanceljx
      ·07-21
      AMD's Helios AI rack is strategically important, but it is unlikely to meaningfully erode NVIDIA's dominance in the near term. The launch is more significant as a long-term positioning move than as an immediate competitive threat. Why Helios matters AMD is no longer selling just GPUs. It is offering an integrated AI platform combining GPUs, CPUs, networking and software, similar to NVIDIA's rack-scale approach. Large cloud providers increasingly prefer complete, validated systems because they simplify deployment and improve performance. AMD can leverage its strengths across EPYC CPUs, Instinct GPUs and Pensando networking to provide an end-to-end AI infrastructure solution. Why NVIDIA's moat remains formidable CUDA ecosystem: NVIDIA still has the most mature AI software stack, libraries an
      420Comment
      Report
    • meilew24meilew24
      ·07-21
      Is quite challenging & supporting AMD💪💪💪
      509Comment
      Report
    • PawsAndProfitsPawsAndProfits
      ·07-21
      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ Still believe there is much upside for Tech/Chip stocks? I would air a moment of caution if you already miss the previous bullish run and thinking of entering now. U might be catching a falling knife. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing tradin
      401Comment
      Report
    • TigerOptionsTigerOptions
      ·07-21

      Why Microsoft’s Helios Commitment Could Mark a Turning Point for AMD’s AI Strategy

      $Advanced Micro Devices(AMD)$’s expanded partnership with $Microsoft(MSFT)$ is significant because it moves the company beyond selling individual accelerators and toward supplying an integrated AI-computing platform. On July 20, Microsoft announced that Azure would deploy AMD’s Helios rack-scale infrastructure for frontier-model inference and other AI services. Helios combines MI455X accelerators, next-generation EPYC processors, Pensando networking products and AMD’s ROCm software environment. Systems are expected to begin reaching customers during the second half of 2026. Microsoft’s announcement and AMD’s technical overview both describe a much broader collaboration than a conventional processor-supply
      482Comment
      Report
      Why Microsoft’s Helios Commitment Could Mark a Turning Point for AMD’s AI Strategy
    • Trend_RadarTrend_Radar
      ·07-15

      $AMD Extends AI Rally, Breakout Above $550 Eyed

      $Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD) Surged +2.57%: AI Chip Giant Breaks Resistance, $550 Target Activated Latest Close Data 🔥 AMD closed at $548.13 on July 15, 2026, a gain of +2.57% (+$13.74). The stock is now just 6.3% below its 52-week high of $584.73. Core Market Drivers 📰 Regulatory Tailwind: The U.S. government has reportedly allowed exports of AMD's AI chips to certain Chinese companies, potentially opening a significant market. Sector Momentum: The "old guard" tech giants, including chipmakers, are seeing a resurgence as AI infrastructure expands beyond just GPUs to full-system solutions. Institutional Activity: While some funds like ARK Invest have been selling, major institutions like BlackRock and
      1.40K1
      Report
      $AMD Extends AI Rally, Breakout Above $550 Eyed
    • Bok ChoiBok Choi
      ·07-15
      Hoho Hahahah Nice one aye :)) melding
      557Comment
      Report
    • Trend_RadarTrend_Radar
      ·07-10

      AMD Surges 5.7%, Eyes Breakout Above $560 🚀

      $Advanced Micro Devices(AMD)$ $Advanced Micro Devices, Inc. (AMD) Surges +5.67%: AI Chip Giant Breaks Above Key Pivot, $560 Target in Sight Latest Close Data: 🕒 Closed at $546.72 on 2026-07-10, up +5.67% ($29.32). The stock is now ~6.5% below its 52-week high of $584.73. Core Market Drivers: 🧠 Strong momentum is driven by continued AI chip demand optimism and positive analyst sentiment. Recent upgrades from major firms (e.g., Bernstein, Wells Fargo) have reinforced the bullish narrative around AMD's data center and AI product roadmap. Technical Analysis: 📊 Volume: Daily volume of 26.9M shares is solid, supporting the price move. RSI (6): Currently at 56.0, moving up from oversold levels (recently near 44), indicating building bullis
      649Comment
      Report
      AMD Surges 5.7%, Eyes Breakout Above $560 🚀
    • LazyCat InvestsLazyCat Invests
      ·07-10

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      360Comment
      Report
      Tiger BOSS Debit Card Epic Rewards
    • LazyCat InvestsLazyCat Invests
      ·07-09

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      793Comment
      Report
      Tiger BOSS Debit Card Epic Rewards
    • Chris1314Chris1314
      ·07-08
      AI is way of life and we have to live with it and non reversible whether you like it or not as it just a matter of time but your judgment is important too and not something can be replaceable. Remember, God is the creator! ☀️
      677Comment
      Report
    • Adz5150Adz5150
      ·07-08
      $AMD - CHASE, HOLD OR WAIT? 👀 AMD’s latest move has caught plenty of attention, but I think the bigger question is what happens from here. The bull case is easy to understand: AI accelerator growth, a huge data-centre opportunity, long-term AI demand and the potential for AMD to keep taking a larger share of a rapidly growing market. But there’s another side too. Expectations are high, competition is fierce, and after strong momentum, chasing price can be very different from investing in the business. I’m personally bullish on AMD long term and already hold a small position. My approach from here is simple: build gradually, add with discipline and avoid making emotional decisions based on one big green or red day. I’m still learning and building my portfolio, but one lesson I’m already tak
      863Comment
      Report
    • KateVuKateVu
      ·07-07
      Should this be a new trend 😄
      832Comment
      Report
    • 天天是周末天天是周末
      ·07-07

      AMD At $552: How To Trade The Trillion-Dollar Breakout Risk-Free

      Have you thought Closing $Advanced Micro Devices(AMD)$ in Y2025 at $214 and currently trading at $552 (up 160% YTD). Wall Street is putting the red-carpet and welcome this soon to be $1 trillion market cap. 180 PE, you think is High or Low? But buying shares at a multi-month high is an aggressive move. Implied volatility (the market's expected price swing) is highly elevated. Instead of buying expensive shares, smart traders sell that expensive premium. Here are two scenario blueprints to navigate this semiconductor volatility without chasing the top. Strategy 1: The Income Generation Route (The Wheel Strategy) The Wheel Strategy (a repetitive process of selling puts to collect premium and potentially buy stock at a discount) fits this setup well.
      1.62K3
      Report
      AMD At $552: How To Trade The Trillion-Dollar Breakout Risk-Free
    • nerdbull1669nerdbull1669
      ·07-02

      AMD Bull Put Spread Setup: Risk, Reward, and the AI Market Narrative

      That July 1st trading session certainly threw a curveball into the tech space, with $Advanced Micro Devices(AMD)$ sliding  while $Palantir Technologies Inc.(PLTR)$ Palantir rallied over . It felt like a dramatic, overnight changing of the guard. I am holding both AMD and PLTR for the long term in my tech portfolio, so I would be interested to explore whether I can place a longer Bull Put spread for AMD, like somewhere in August. Let's break down whether the AI narrative is permanently shifting, why AMD hit a wall, and how you should think about an August Bull Put spread under these conditions. 1. The Narrative Shift: Hardware vs. Software What you witnessed on July 1st was less of a permanent structur
      2.42KComment
      Report
      AMD Bull Put Spread Setup: Risk, Reward, and the AI Market Narrative
    • Adz5150Adz5150
      ·07-01
      $Advanced Micro Devices(AMD)$   Most people are asking: "Can AMD keep going?" I think the better question is: Has the AI trade become so crowded that great companies now have to be perfect just to justify their valuation? 💡 My View...? Uh oh!  Today's rally wasn't just about AMD. It was another reminder that the market is willing to aggressively reward any company with a credible AI growth story. The opportunity is enormous... ...but so are expectations. Here he goes 🙄  That's why I think investors should spend less time asking whether AMD is a great business (I think it is) and more time asking what level of future success is already priced into the stock. 📊 Why I Think This - Nobody asked you ADZ • AI infrastructure spending c
      1.06K1
      Report
    • mstermster
      ·07-01
      $Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least slow down any time soon? 
      10.45K5
      Report
    • 老鼠林老鼠林
      ·07-01
      $Advanced Micro Devices(AMD)$ lets win more and more...ok? Thanks.
      922Comment
      Report
    • 老鼠林老鼠林
      ·06-30
      $Advanced Micro Devices(AMD)$ come and lets win more n more...!
      738Comment
      Report
    • jethrojethro
      ·06-29
      $Advanced Micro Devices(AMD)$ AMD GO GO GO TO the Moon 🌙!!!
      1.38KComment
      Report
    • Value_investingValue_investing
      ·07-24

      AMD Launches New Products with Strong Performance, Yet Its Stock Plunges — What Happened?

      Yesterday, $Advanced Micro Devices(AMD)$ released its latest GPU and CPU products. The company claimed that the performance exceeds $NVIDIA(NVDA)$, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M
      198Comment
      Report
      AMD Launches New Products with Strong Performance, Yet Its Stock Plunges — What Happened?
    • LanceljxLanceljx
      ·07-21
      AMD's Helios AI rack is strategically important, but it is unlikely to meaningfully erode NVIDIA's dominance in the near term. The launch is more significant as a long-term positioning move than as an immediate competitive threat. Why Helios matters AMD is no longer selling just GPUs. It is offering an integrated AI platform combining GPUs, CPUs, networking and software, similar to NVIDIA's rack-scale approach. Large cloud providers increasingly prefer complete, validated systems because they simplify deployment and improve performance. AMD can leverage its strengths across EPYC CPUs, Instinct GPUs and Pensando networking to provide an end-to-end AI infrastructure solution. Why NVIDIA's moat remains formidable CUDA ecosystem: NVIDIA still has the most mature AI software stack, libraries an
      420Comment
      Report
    • TigerOptionsTigerOptions
      ·07-21

      Why Microsoft’s Helios Commitment Could Mark a Turning Point for AMD’s AI Strategy

      $Advanced Micro Devices(AMD)$’s expanded partnership with $Microsoft(MSFT)$ is significant because it moves the company beyond selling individual accelerators and toward supplying an integrated AI-computing platform. On July 20, Microsoft announced that Azure would deploy AMD’s Helios rack-scale infrastructure for frontier-model inference and other AI services. Helios combines MI455X accelerators, next-generation EPYC processors, Pensando networking products and AMD’s ROCm software environment. Systems are expected to begin reaching customers during the second half of 2026. Microsoft’s announcement and AMD’s technical overview both describe a much broader collaboration than a conventional processor-supply
      482Comment
      Report
      Why Microsoft’s Helios Commitment Could Mark a Turning Point for AMD’s AI Strategy
    • Trend_RadarTrend_Radar
      ·07-15

      $AMD Extends AI Rally, Breakout Above $550 Eyed

      $Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD) Surged +2.57%: AI Chip Giant Breaks Resistance, $550 Target Activated Latest Close Data 🔥 AMD closed at $548.13 on July 15, 2026, a gain of +2.57% (+$13.74). The stock is now just 6.3% below its 52-week high of $584.73. Core Market Drivers 📰 Regulatory Tailwind: The U.S. government has reportedly allowed exports of AMD's AI chips to certain Chinese companies, potentially opening a significant market. Sector Momentum: The "old guard" tech giants, including chipmakers, are seeing a resurgence as AI infrastructure expands beyond just GPUs to full-system solutions. Institutional Activity: While some funds like ARK Invest have been selling, major institutions like BlackRock and
      1.40K1
      Report
      $AMD Extends AI Rally, Breakout Above $550 Eyed
    • nerdbull1669nerdbull1669
      ·07-02

      AMD Bull Put Spread Setup: Risk, Reward, and the AI Market Narrative

      That July 1st trading session certainly threw a curveball into the tech space, with $Advanced Micro Devices(AMD)$ sliding  while $Palantir Technologies Inc.(PLTR)$ Palantir rallied over . It felt like a dramatic, overnight changing of the guard. I am holding both AMD and PLTR for the long term in my tech portfolio, so I would be interested to explore whether I can place a longer Bull Put spread for AMD, like somewhere in August. Let's break down whether the AI narrative is permanently shifting, why AMD hit a wall, and how you should think about an August Bull Put spread under these conditions. 1. The Narrative Shift: Hardware vs. Software What you witnessed on July 1st was less of a permanent structur
      2.42KComment
      Report
      AMD Bull Put Spread Setup: Risk, Reward, and the AI Market Narrative
    • Trend_RadarTrend_Radar
      ·07-10

      AMD Surges 5.7%, Eyes Breakout Above $560 🚀

      $Advanced Micro Devices(AMD)$ $Advanced Micro Devices, Inc. (AMD) Surges +5.67%: AI Chip Giant Breaks Above Key Pivot, $560 Target in Sight Latest Close Data: 🕒 Closed at $546.72 on 2026-07-10, up +5.67% ($29.32). The stock is now ~6.5% below its 52-week high of $584.73. Core Market Drivers: 🧠 Strong momentum is driven by continued AI chip demand optimism and positive analyst sentiment. Recent upgrades from major firms (e.g., Bernstein, Wells Fargo) have reinforced the bullish narrative around AMD's data center and AI product roadmap. Technical Analysis: 📊 Volume: Daily volume of 26.9M shares is solid, supporting the price move. RSI (6): Currently at 56.0, moving up from oversold levels (recently near 44), indicating building bullis
      649Comment
      Report
      AMD Surges 5.7%, Eyes Breakout Above $560 🚀
    • PawsAndProfitsPawsAndProfits
      ·07-21
      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ Still believe there is much upside for Tech/Chip stocks? I would air a moment of caution if you already miss the previous bullish run and thinking of entering now. U might be catching a falling knife. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing tradin
      401Comment
      Report
    • 天天是周末天天是周末
      ·07-07

      AMD At $552: How To Trade The Trillion-Dollar Breakout Risk-Free

      Have you thought Closing $Advanced Micro Devices(AMD)$ in Y2025 at $214 and currently trading at $552 (up 160% YTD). Wall Street is putting the red-carpet and welcome this soon to be $1 trillion market cap. 180 PE, you think is High or Low? But buying shares at a multi-month high is an aggressive move. Implied volatility (the market's expected price swing) is highly elevated. Instead of buying expensive shares, smart traders sell that expensive premium. Here are two scenario blueprints to navigate this semiconductor volatility without chasing the top. Strategy 1: The Income Generation Route (The Wheel Strategy) The Wheel Strategy (a repetitive process of selling puts to collect premium and potentially buy stock at a discount) fits this setup well.
      1.62K3
      Report
      AMD At $552: How To Trade The Trillion-Dollar Breakout Risk-Free
    • meilew24meilew24
      ·07-21
      Is quite challenging & supporting AMD💪💪💪
      509Comment
      Report
    • Adz5150Adz5150
      ·07-08
      $AMD - CHASE, HOLD OR WAIT? 👀 AMD’s latest move has caught plenty of attention, but I think the bigger question is what happens from here. The bull case is easy to understand: AI accelerator growth, a huge data-centre opportunity, long-term AI demand and the potential for AMD to keep taking a larger share of a rapidly growing market. But there’s another side too. Expectations are high, competition is fierce, and after strong momentum, chasing price can be very different from investing in the business. I’m personally bullish on AMD long term and already hold a small position. My approach from here is simple: build gradually, add with discipline and avoid making emotional decisions based on one big green or red day. I’m still learning and building my portfolio, but one lesson I’m already tak
      863Comment
      Report
    • Adz5150Adz5150
      ·07-01
      $Advanced Micro Devices(AMD)$   Most people are asking: "Can AMD keep going?" I think the better question is: Has the AI trade become so crowded that great companies now have to be perfect just to justify their valuation? 💡 My View...? Uh oh!  Today's rally wasn't just about AMD. It was another reminder that the market is willing to aggressively reward any company with a credible AI growth story. The opportunity is enormous... ...but so are expectations. Here he goes 🙄  That's why I think investors should spend less time asking whether AMD is a great business (I think it is) and more time asking what level of future success is already priced into the stock. 📊 Why I Think This - Nobody asked you ADZ • AI infrastructure spending c
      1.06K1
      Report
    • Bok ChoiBok Choi
      ·07-15
      Hoho Hahahah Nice one aye :)) melding
      557Comment
      Report
    • LazyCat InvestsLazyCat Invests
      ·07-10

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      360Comment
      Report
      Tiger BOSS Debit Card Epic Rewards
    • LazyCat InvestsLazyCat Invests
      ·07-09

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      793Comment
      Report
      Tiger BOSS Debit Card Epic Rewards
    • Chris1314Chris1314
      ·07-08
      AI is way of life and we have to live with it and non reversible whether you like it or not as it just a matter of time but your judgment is important too and not something can be replaceable. Remember, God is the creator! ☀️
      677Comment
      Report
    • mstermster
      ·07-01
      $Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least slow down any time soon? 
      10.45K5
      Report
    • KateVuKateVu
      ·07-07
      Should this be a new trend 😄
      832Comment
      Report
    • 老鼠林老鼠林
      ·07-01
      $Advanced Micro Devices(AMD)$ lets win more and more...ok? Thanks.
      922Comment
      Report
    • jethrojethro
      ·06-29
      $Advanced Micro Devices(AMD)$ AMD GO GO GO TO the Moon 🌙!!!
      1.38KComment
      Report
    • 老鼠林老鼠林
      ·06-30
      $Advanced Micro Devices(AMD)$ come and lets win more n more...!
      738Comment
      Report