AMD Thoughts on Earnings ? Up or Down ?Community discussions
AMD Thoughts on Earnings ? Up or Down ?
AMD 50 puts puts puts
AMD why we go down ahain?AMD 6% today, monday down after earning 300
AMD I'm long in shares, but I kind of want to buy some puts to hedge...$200puts for Nov14th? Anyone else? I'm bullish no doubt, but we're due for a cool down period.
AMD 🔥 AMD (AMD) REALTIME FEED - OCT 30, 2025 💎 Fundamental Analysis (FA) - Company Health & Value • Q2 Revenue: $7.7B (+32% YoY) | Data Center (AI): 46% of revenue • Q3 Guide: $8.7B (+28% YoY) | FY2025 Rev: ~$33-34B • EPS Growth: FY25: +$3.14 (+20%) | FY26: +$5.16 (+64%) • Cash: $5.9B | FCF: +$1B/Q | Buybacks: $478M/Q • Valuation: P/E Fwd: ~37-65x | P/S: 14.7x – Premium (AI Growth Priced In) • Ownership: 65% Institutional | Insiders: ~1% – Strong Hands
🚀 Catalyst & News-Driven Analysis • Q3 Earnings: Nov 4 – Beat Expected | AI GPU Ramp Key • OpenAI Deal: 6GW GPUs (~$90B Potential) – Starts 2026 • Helios Rack: MI400 Series | Meta/Oracle Deploy 2026 • Analyst Day: Nov 11 – MI450/MI500 Roadmap
😤 Market Sentiment & Macro • Analysts: 44 "Buy" | Avg Target: $234 | High: $310 | Strong Buy Consensus • Retail: 56% Bullish | Big Wins Shared (+$100-416k) | "To $300" Calls • Options Flow: $16M 260C Block | $1.8M Calls | Net Bullish • Macro: VIX ~16 (Low Fear) | Fear/Greed: Greed Mode
⚖️ Retail vs Institutional Sentiment • Retail: HIGH BULLISH – YTD Gains Brags | "Next NVDA" | 64% Portfolio Allocs • Institutions: 65% Ownership | Net Buying | "Hedge Fund Favorite"
📊 Fear & Greed Mood • Overall Investors: GREED – Low VIX | AI Hype | Record Highs
🏆 FINAL SCORE: 🚀 BULLISH (LONG TREND) Why: AI Revenue Ramp | Earnings Catalyst | 65% Institutions | +118% YTD | Targets $300+ – No Short
AMD has completely respected its trend lines.. let’s see where it goes now, if this breaks out, this could be the most parabolic trade I missed out on. Sold at 240AMD what is going on?
AMD Close hopefully somewhere nearer VWAP by end of today (hopefully above!), then ETH further push upwards and then another new day push to new high again tomorrow 🤞
AMD when to take a tp?