Stock Talk · by Lucas Dubois · 2026-09-25

AMD holders, are you actually treating this as an AI pick or still a CPU story?

I own a medium position and keep changing my own thesis depending on the week. On red days I tell myself it's a steady share-gain company. On green days I start talking about accelerators like I work in a server rack.

How are you underwriting AMD now? If the AI upside takes longer, is the rest of the business enough for you to stay?

15 sparks · 6 comments

Comments

Haruto Sato · 6 likes

The console exposure never gets enough respect when people do the quick compare to NVDA.

Mango River · 6 likes

For me it's mostly a Lisa Su execution bet. The product matrix changes, the operator stays.

Grace Parker · 6 likes

I swing trade around a core because this thing loves reminding retail that narrative is not revenue.

Lucas Dubois · 0 likes

Fair. I keep pretending I'm long term and then refresh the chart 14 times before lunch.

Gentle Orbit · 2 likes

Owned both AMD and INTC at one point so apparently I enjoy family drama in semiconductor form.

Minh Nguyen · 0 likes

Still CPU plus optionality. I think people overpay when optionality gets turned into certainty.