To The Moon

AMD is getting more interesting after this drop, but I still think people are way too quick to label every selloff a buying opportunity. The first reason is simple: lower price does not automatically mean low risk. Strong names can stay weak for longer than people expect, especially when sentiment turns and traders start forcing bottom calls too early. Second, AMD is still one of the key semiconductor names, so sub-$400 is naturally going to attract attention. If buyers really believe the AI and chip story still has legs, this is the kind of zone where that conviction should start showing up. Third, I think the next move matters more than the drop itself. If AMD starts holding support and rebounds with strength, then this could end up looking like a healthy reset. But if every bounce gets

AMD Bleeds 5.7% on Foundry Rumors & Cerebras Hype — Is Sub-$400 the Ultimate Buy Zone or a Value Trap? The semiconductor space just experienced a violent sentiment shock. AMD tumbled 5.7% in the latest session, slicing briefly below the psychological $400 level as a sudden wave of de-risking swept through the sector. Sparked by unexpected Intel-Apple foundry narratives and rising noise around the "Nvidia vs. Cerebras" AI chip battle, funds aggressively trimmed their high-beta tech exposure. But is this a fundamental crack in the AI hardware thesis, or just a mechanical shakeout creating a generational entry point? Let’s break down the noise driving this sub-$400 price action. 1️⃣ The Intel-Apple Foundry Shockwave The immediate catalyst for the sector-wide pullback was the emerging narr

Semiconductors dominated this week’s leaderboard. But under the same theme, two very different approaches emerged: Yeoqian flipped ultra-short CALLs for an 8x return; Freedom in 10y held two-year AMD CALLs for a $700K profit. 🥁Short-term explosion or long-term certainty — whose strategy wins? 📈The “Pyramid” of Returns: the Strong Get Stronger This week's top ten posted returns from 60% to 781% — a steep pyramid where the peak soared eightfold, while the base still far exceeded the market average. 🤝The Divide Between Long-Term and Short-Term Traders Long-Term Traders: Betting on the Long-Term Trend for 2026–2027 FFreedom in 10y, EliteEquity, and SG David hold 2026–2027 calls — ignoring short-term swings, betting on long-term trends, with slow time decay and high error tolerance. Near-Mont

AMD could be the next big thing. Watch out guys.

$Advanced Micro Devices(AMD)$   It's a long term strategy. AMD worths more than this.  Let's go! Lisa Su!

$Advanced Micro Devices(AMD)$  yes, AI trend are unstoppable 

AMD has been moving strong lately with all the AI hype. Wonder if it can really keep pushing higher this month.

Advanced Micro Devices reaching 500 by May is possible, but it would require an extremely strong continuation rally. Right now, the bullish case is: * AI/data center demand is exploding, * analysts have been rapidly raising price targets after earnings, * AMD is gaining momentum as the main alternative to NVIDIA in AI compute. Some recent analyst targets are already near 450–500: * Barclays reportedly raised to 500, * several firms moved toward 450 after earnings. But to break 500 quickly, AMD would likely need: * continued AI hype across semiconductors, * strong institutional buying, * no major market correction, * strong NVIDIA sympathy momentum too. Risks: * AMD already rallied massively this year, * valuation is becoming stretched, * expectations are now very high. My rough view: * 500

Right now, the market sentiment is extremely bullish after AMD’s earnings and AI guidance: * Several analysts raised targets aggressively: * Wedbush: $450 target * TD Cowen: $500 target * Wells Fargo: $505 target * Evercore ISI reportedly values AMD at $579 * AI/server demand is accelerating sharply, especially from “agentic AI” workloads. Technically though, AMD already had a massive run: * It hit around $430 resistance / 52-week high zone recently. * Some analysts are warning of near-term pullback / profit-taking after the rally. A rough view: * Base case: consolidate around $380–450 * Bull case: breakout above $430–450 and squeeze toward $500 * Bear case: cool-off back toward $350–390 first To reach $500 by May itself, AMD likely needs: 1. Continued AI euphoria in semis 2. Nvidia and SO

$Advanced Micro Devices(AMD)$ $AMD has become one of those names where momentum and fundamentals are now feeding each other. The bullish case is obvious: AI exposure, stronger sentiment, and a market that keeps rewarding execution. But after another big jump, the harder question is how much future upside is already being priced in here. I still think AMD has room if execution stays strong, but from here the move probably needs results to keep matching the excitement. Does $AMD still have another leg higher, or is this where momentum starts getting ahead of fundamentals?

The stock is currently on a historic tear, having surged over 26% in just the first week of May to reach an all-time high of $455.19 as of May 8.  The Case for $500 by June 1st To hit $500, AMD needs to gain approximately 10% from its current price. Given that it jumped 16-18% in a single day following earnings, another 10% move over three weeks is well within its current volatility range. • Analyst Upgrades: Following the Q1 blowout, Wall Street has aggressively shifted its targets. KeyBanc raised its price target to $530, and Barclays hiked its target by $200 to hit $500.  • The "Agentic AI" Tailwind: CEO Lisa Su noted that demand for "Agentic AI" (AI that can take actions) is driving a massive ramp for EPYC processors and Instinct GPUs. The Data Center segment grew 57% year-ov

Definately to the moon! 

AMD has developed next generation tech for quantum computing. However it had remained unchartered territory for what is apparently a G level controlled tech. How is the company going to monetize it?

Needs to go higher! 

AMD Explodes Past $420 on AI Blowout — Is the ‘Multi-Vendor’ Supercycle Finally Here? The AI hardware trade just violently shifted gears. AMD melted up to a record high of $421.39 yesterday, surging +18.61% after a blockbuster Q1 report showed AI-driven profits nearly doubling and total revenue jumping 38%. With the stock now up an eye-watering +37% in just two trading sessions, Wall Street is aggressively tearing up old price targets. For months, the market wondered if anyone could truly challenge Nvidia’s datacenter monopoly. This earnings print just gave us the answer: the hyperscaler "multi-vendor" strategy is no longer just a theory—it is a heavily funded reality. But after a nearly 40% parabolic move in 48 hours, is it too late to chase? 1️⃣ The Hyperscaler ‘Multi-Vendor’ Reality The

Yeah looks like a very good stock in the long run however the hype over this company is cauinh FOmo

Next target is 500 to 600 by 2027. And 1000 in 3 years, 2000 in 5 years.  Lisa Su needs to deliver. 

How do you think of AMD? Do you think now it's overvalued? Or there's still more space for CPU like AMD to grow?

Wow! AMD breaking records again

This is a genuine regime shift story for Advanced Micro Devices, not merely a short squeeze. Key points: • Q1 revenue +38% YoY and data centre has become the main growth engine, confirming AI is now core, not optional.  • Multi-cloud validation matters most. Amazon Web Services, Microsoft Azure and Google Cloud expanding procurement de-risks concentration risk.  • Next catalyst is execution. If MI300X and follow-on Instinct ramps keep accelerating, institutions will start valuing AMD more like an AI platform leader rather than a cyclical chip name.  My technical roadmap: • $450: first magnet, likely near-term consolidation zone • $500: major psychological level, profit-taking likely • $550 to $625: possible 6 to 12 month bull case if guidance keeps surprising higher, cloud c

AMD is getting more interesting after this drop, but I still think people are way too quick to label every selloff a buying opportunity. The first reason is simple: lower price does not automatically mean low risk. Strong names can stay weak for longer than people expect, especially when sentiment turns and traders start forcing bottom calls too early. Second, AMD is still one of the key semiconductor names, so sub-$400 is naturally going to attract attention. If buyers really believe the AI and chip story still has legs, this is the kind of zone where that conviction should start showing up. Third, I think the next move matters more than the drop itself. If AMD starts holding support and rebounds with strength, then this could end up looking like a healthy reset. But if every bounce gets

AMD Bleeds 5.7% on Foundry Rumors & Cerebras Hype — Is Sub-$400 the Ultimate Buy Zone or a Value Trap? The semiconductor space just experienced a violent sentiment shock. AMD tumbled 5.7% in the latest session, slicing briefly below the psychological $400 level as a sudden wave of de-risking swept through the sector. Sparked by unexpected Intel-Apple foundry narratives and rising noise around the "Nvidia vs. Cerebras" AI chip battle, funds aggressively trimmed their high-beta tech exposure. But is this a fundamental crack in the AI hardware thesis, or just a mechanical shakeout creating a generational entry point? Let’s break down the noise driving this sub-$400 price action. 1️⃣ The Intel-Apple Foundry Shockwave The immediate catalyst for the sector-wide pullback was the emerging narr

Semiconductors dominated this week’s leaderboard. But under the same theme, two very different approaches emerged: Yeoqian flipped ultra-short CALLs for an 8x return; Freedom in 10y held two-year AMD CALLs for a $700K profit. 🥁Short-term explosion or long-term certainty — whose strategy wins? 📈The “Pyramid” of Returns: the Strong Get Stronger This week's top ten posted returns from 60% to 781% — a steep pyramid where the peak soared eightfold, while the base still far exceeded the market average. 🤝The Divide Between Long-Term and Short-Term Traders Long-Term Traders: Betting on the Long-Term Trend for 2026–2027 FFreedom in 10y, EliteEquity, and SG David hold 2026–2027 calls — ignoring short-term swings, betting on long-term trends, with slow time decay and high error tolerance. Near-Mont

$Advanced Micro Devices(AMD)$ is scheduled to report its fiscal Q1 2026 results on Tuesday, May 5, 2026, after the market close. The stock has experienced significant momentum leading into this report, surging over 50% year-to-date and recently crossing the $350 mark. This "pre-earnings run-up" creates a high bar for the company to clear, as much of the optimism regarding its AI roadmap may already be priced in. I am holding AMD for long term and in this article, I am exploring how I might want to play Bull Put spread option to capture any opportunities that might be presented by AMD’s earnings. Q1 2026 Analyst Consensus Estimates Analysts are looking for robust year-over-year growth, driven primarily by the Data Center segment. Revenue: $9.84 bill

With $Advanced Micro Devices(AMD)$ closing at $421.39 on Wednesday (up 18.6% after a massive Q1 2026 earnings beat), the stock is currently in "price discovery" mode, having cleared almost every major analyst price target and technical resistance level. Here is a breakdown of the profit-taking levels and how investors are shifting into options. 1. Where do investors take profits? Since AMD is at an all-time high, there is no "overhead supply" (previous bagholders selling at breakeven). Instead, profit-taking is likely to occur at psychological and extension levels: Immediate Resistance ($425 - $430): This is the psychological ceiling immediately above the current price. We saw some consolidation near $421 at the close, suggesting a pause here. The

AMD Explodes Past $420 on AI Blowout — Is the ‘Multi-Vendor’ Supercycle Finally Here? The AI hardware trade just violently shifted gears. AMD melted up to a record high of $421.39 yesterday, surging +18.61% after a blockbuster Q1 report showed AI-driven profits nearly doubling and total revenue jumping 38%. With the stock now up an eye-watering +37% in just two trading sessions, Wall Street is aggressively tearing up old price targets. For months, the market wondered if anyone could truly challenge Nvidia’s datacenter monopoly. This earnings print just gave us the answer: the hyperscaler "multi-vendor" strategy is no longer just a theory—it is a heavily funded reality. But after a nearly 40% parabolic move in 48 hours, is it too late to chase? 1️⃣ The Hyperscaler ‘Multi-Vendor’ Reality The

$Advanced Micro Devices(AMD)$   Earnings Showdown: Will the MI300X Crush Expectations or Trigger a 'Sell the News' Flush? AMD reports next Tuesday, and the entire semiconductor sector is holding its breath. The spotlight is squarely on Data Center GPU revenue—specifically the adoption rate of the MI300X and the upcoming MI350—as analysts trip over themselves to raise price targets citing massive AI demand. But with the stock hovering near recent highs and expectations practically in the stratosphere, the margin for error is absolute zero. Is AMD about to solidify its spot as the definitive co-pilot to Nvidia, or are we staring down the barrel of a brutal "sell the news" reset? 1️⃣ The Only Metric That Matters: Data Center GPUs Let’s

AMD Attracts Bearish Option Trade as Shares Dip Ahead of Earnings $Advanced Micro Devices(AMD)$   attracted a bearish block trade in call options and heavy buying of contracts that can protect shareholders against a slump as the stock price declined a day ahead of the chipmaker's quarterly results due after the market closes May 5. A buyer paid $2.99 million for put options that give their holder the right to sell 300,000 AMD shares at $345 a share by May 8. That strike price is more than $3 below the current stock price, signaling the buyer's concern that the AMD could extend its decline by the end of the week.   The block trade was posted as the stock declined 4.6%, trimming this year's advance t

$Advanced Micro Devices(AMD)$   $Advanced Micro Devices (AMD.US)$ will report fiscal first-quarter results on May 5, 2026 Post Market, with investors watching data center AI accelerator momentum, client PC normalization, and the company’s margin trajectory amid a sharp year-over-year revenue expansion. Market Forecast Consensus for the current quarter points to broad-based growth led by data center, with Advanced Micro Devices projecting revenue of 9.88 billion US dollars for the quarter, implying 38.66% year-over-year growth, along with an estimated EBIT of 2.39 billion US dollars and estimated EPS of 1.29, implying year-over-year growth rates of 37.10% and 36.65%, respectively. The company’s prior report impli

PULSE $Advanced Micro Devices(AMD)$ Advanced Micro Devices is 24 hours away from its most consequential earnings report in years. With Susquehanna's analyst Christopher Rolland upgrading his price target to $375—a 24% jump from $300—and major 6GW hardware commitments from OpenAI and Meta anchoring $17B in projected 2026 GPU revenue, $AMD stands at an inflection where data center dominance transitions from aspiration to execution. The question isn't whether demand exists; it's whether Q1 results prove the supply chain and manufacturing can deliver at hyperscale velocity. KEY NEWS Q1 2026 Consensus Expectations: $1.29 EPS on $9.89B revenue (vs. AMD guidance of ~$9.8B ±$300M, implying 32% YoY growth) Q4 2025 Performance: $10.3B revenue (+34% YoY), 23.

AMD gained 5.16% today. Not on a product launch. Not on earnings. On a press release from a startup that most traders had never heard of. CHAI AI, the social AI platform backed by both CoreWeave and AMD, just announced it has crossed $80 million ARR at the close of Q1 2026, with valuation talks approaching $2.4 billion. The platform runs on AMD GPU infrastructure via CoreWeave. It has 10 million active users and has sustained a 3x annual growth rate for three consecutive years. It is projecting $200 million ARR by end of 2026. The market read it as validation. AMD jumped. But is one startup's ARR milestone enough to change the AMD story? Let's dig into what is actually happening. What CHAI AI Actually Means for AMD CHAI AI is not a revenue line item for AMD. The $55 million total invested

Click to vote! Guess how Advanced Micro Devices will close on Wednesday, May 6, following its Q1 2026 earnings. Get it right and share 1,000 Tiger Coins with other Tigers! $Advanced Micro Devices(AMD)$ $GraniteShares 2x Long AMD Daily ETF(AMDL)$ AMD is scheduled to report its Q1 2026 results after the U.S. market closes on Tuesday, May 5 (ET), followed by its earnings call at 5:00 p.m. ET. 📌 Revenue estimate: $9.86 billion 📌 Revenue growth: +33% YoY 📌 Net income estimate: +197% YoY 📌 Expected gross margin: around 55% Earning Highlight AMD has been one of the hottest chip names recently. Since April, the stock has rallied sharply as investors price in stronger AI demand, tighter CPU supply, and potential up

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

Cathie Wood Dumps AMD for AMZN as Nvidia Hits $5 Trillion — Time to Buy the Dip or Bail? ARK Invest just dropped a bomb on AMD bulls, fully liquidating its position on Friday. By offloading over 215,000 shares—roughly $75 million—Cathie Wood’s fund acted as the immediate catalyst for AMD sliding nearly 4% down to the ~$334 level. But this isn't just about one fund trimming a position; it’s a glaring symptom of a massive shift in AI capital. With Nvidia simultaneously crossing a historic $5 trillion market cap and ARK rotating capital directly into Amazon (AMZN), the market is flashing a clear signal. Is AMD getting squeezed out of the AI hardware race, or is this the ultimate contrarian setup for a bounce? Let’s break down the mechanics behind the move and what it means for your portfolio.

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

AMD stock has indeed broken above **$300** (and recently surged past **$340–$350** in volatile trading around April 24, 2026), hitting all-time highs amid strong AI optimism, analyst upgrades, and positive spillover from Intel's CPU results. ### What’s Driving the Breakout? - **AI and Data Center Momentum**: AMD’s data center segment (including EPYC CPUs and Instinct MI-series GPUs) continues to show robust demand. Management has guided for >60% CAGR in data center revenue over the next 3–5 years, with AI accelerators scaling toward "tens of billions" in revenue by 2027. Large deals (e.g., with Meta for MI450 systems) and inference opportunities provide visibility. - **CPU Strength**: Recent Intel earnings highlighted strong CPU demand tied to AI workloads, which analysts see benefiting

Yesterday, $Advanced Micro Devices(AMD)$ surged 7%, finally reaching the much-anticipated $300 level. $Alphabet(GOOG)$ also rose 2% to $337, while $NVIDIA(NVDA)$ held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab

$Advanced Micro Devices(AMD)$’s move past $300 (hitting $305.33 at the close on April 23, 2026, and surging as high as $328.70 in after-hours trading) marks a significant structural revaluation. While Nvidia remains the undisputed leader in market cap, AMD is carving out a distinct and highly valuable path that mirrors Nvidia's transition from a "hardware seller" to an "AI platform provider." I am holding AMD for long-term so in this article, I am exploring whether it is a good time to play bull pull spread on AMD upcoming earnings on 05 May 2026. 1. Is AMD the next Nvidia? AMD is following a similar "flywheel" effect, but with a different strategy. While Nvidia dominates through vertical integration (CUDA + H100/Blackwell), AMD is positioning itse