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AMD running again

Posted on 10/24/25 at 9:40 am
Posted by jlsufan
Baton Rouge
Member since May 2021
385 posts
Posted on 10/24/25 at 9:40 am
Posted by Salty Spec
South Louisiana
Member since Nov 2022
366 posts
Posted on 10/24/25 at 9:43 am to
Let it go! I am smiling!
Posted by hob
Member since Dec 2017
2340 posts
Posted on 10/27/25 at 2:56 pm to
Today AMD announced a $1B deal to deliver two new systems to DOE.

Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 10/27/25 at 3:58 pm to
Do you think we hit $300 before earnings?

Posted by KCRoyalBlue
Member since Nov 2020
1848 posts
Posted on 10/27/25 at 8:08 pm to
One can hope!!!
Posted by Neauxla
New Orleans
Member since Feb 2008
33976 posts
Posted on 10/27/25 at 9:14 pm to
Kicking myself for selling at 217
Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 10/28/25 at 5:36 am to
Yea I sold some at$205, $216, $235…. Wish I would have waited but made good gains. Thinking about selling a few more before earnings, got 1/3 going long in the next couple days.

Plan to buy some back after earnings if it dips
Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 10/28/25 at 9:13 am to
Looks like it’s about to run
Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 11/4/25 at 11:01 am to
With this market today, I’m wondering if this drops after earnings regardless if they beat or not. I sold a few long positions but now I have the rest short term gains, but my largest gains I’m not sure if I want to sell more or not before earnings.
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3626 posts
Posted on 11/4/25 at 2:02 pm to
I fully expect huge beats and a kick to the nuts from the market. That’s ok though, it’ll recover

ETA: Nice beats on top and bottom.
Revenue: 9.3B vs. 8.7B expected
EPS: 1.20 vs. 1.17 expected
Q4 Guidance 9.3-9.9B vs. 9.2 expected

Now let’s see how far we tumble
This post was edited on 11/4/25 at 3:29 pm
Posted by jlsufan
Baton Rouge
Member since May 2021
385 posts
Posted on 11/5/25 at 12:27 pm to
already recovering
Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 11/12/25 at 7:13 am to
Looking good pre-market, hopefully a start to new ATH
Posted by Neauxla
New Orleans
Member since Feb 2008
33976 posts
Posted on 11/12/25 at 8:10 am to
Damn I wish I hadn’t sold my shares for NBIS
Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 11/12/25 at 8:57 am to
I did the same with a good portion of my AMD shares.
Posted by Neauxla
New Orleans
Member since Feb 2008
33976 posts
Posted on 11/12/25 at 9:54 am to
Right after I sell AMD and buy NBIS. AMD keeps going up and NBIS drops like a rock.
Posted by KCRoyalBlue
Member since Nov 2020
1848 posts
Posted on 11/12/25 at 6:50 pm to
I'm holding till after the New Year to delay cap gains tax for a year. My shares just went long on Halloween.

Fingers crossed for $300/share.
Posted by LSUSports247
Member since Apr 2007
975 posts
Posted on 11/13/25 at 2:49 pm to
I just sold some more…. Wanted to lock in more profits since I’m down a good bit in NBIS and CRWV…..
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3626 posts
Posted on 11/13/25 at 7:23 pm to
I’m not selling this one. The growth projections are way too strong and I trust the team over there to execute.
Posted by LChama
Member since May 2020
3254 posts
Posted on 11/19/25 at 1:47 pm to
Good entry point?
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3626 posts
Posted on 11/19/25 at 2:40 pm to
I don’t know, the whole AI trade is super shaky right now. I don’t really see it running away from you in the near term. I’m holding and won’t buy unless it dips below 150 again. But I have a huge position in AMD already
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