Advanced Micro Devices Stock Discussion

103365182 : 119.5 here

Rocket everyday OP 103365182 : Hold till next year.

103365182 Rocket everyday OP : Of course, will hold till it become 180+ above

Investor A : who bought above 120

xiaoswee : amdl is cheap, great for selling puts, thanks for the tip bro

10baggerbamm OP xiaoswee : AMDL, THIS IS WHAT I WILL SELL THE PUTS ON NOT THE COMMON STOCK

MonkeyGee : This is a great piece.  I was getting Fomo but something was telling me don't.   This could be the reason.

xiaoswee 10baggerbamm OP : yes i did that for nvidia, hold nvda, wheel nvdl. Mayb i will do the same for amd

digimonX : More FUD as usual.
Dram price dump does not mean demand for PC/notebook is going to be lower in Q4.  It can mean overproduction.  It can also mean memory production companies like Micron, Hynix & Samsung over-estimated demand for smartphones.  Now left with a large stockpile.
Q4 is seasonally the strongest quarter for PC & notebook sales due to holiday shopping.  Q1 is comparatively weaker.  Nothing new here.  People spread FUD as if they discovered something new.
In addition, Intel has a higher marketshare in terms of PC/notebook sales.  A slower market does not necessarily mean AMD is severely impacted. They can still take marketshare from Intel.  AMD has a lot of room to grow from 30% - 35% marketshare currently.  Online channels e.g. Amazon & Mindfactory show AMD outselling Intel CPUs by a large margin. AMD's 9800X3D CPUs are flying off store shelves & they are not able to stock them quickly enough.  Lots of demand still to be fulfilled.
Read these articles, give you some perspective of CPU sales on 2 consecutive months:
notebookcheck.n...
AMD AM5 & AM4 Platforms Dominate Intel By A Huge Margin In Germany But Intel Motherboard Sales Refuse To Grow

Rocket everyday : What’s your average price?

MonkeyGee : you see that blue line?  That's when I'm going to buy.