Past performance does not predict future results. Informational only, not investment advice.
GRASBY PAUL DARREN (EVP & CSO at ADVANCED MICRO DEVICES INC) reported an open-market sale of 15,000 shares of AMD at an average $514.91, roughly $7,723,650, in a Form 4 filed 2026-08-18.
AMD is overvalued at 107x EV/FCF, requiring unsustainable 27% annual FCF growth to justify its $829B valuation. The author argues AI adoption faces adoption headwinds—recent research shows AI solutions often increase costs and reduce productivity—and AMD's growth will be insufficient relative to current pricing, especially as competition from new chipmakers intensifies. The stock faces material downside when market expectations reset.
Author is bearish short-term (bought puts) but title suggests conviction in upside to all-time highs. The sarcastic framing indicates a contrarian bullish view.
Author expects AMD to reach a $2 trillion market cap in the coming years, implying significant long-term upside. The thesis is bullish on AMD as a long-term hold, though no specific entry price or near-term catalysts are articulated.
AMD shows strong institutional accumulation and leading momentum in relative rotation graphs tied to dark pool flows, suggesting positive institutional positioning.
AMD could follow Micron's path to $1T market cap given accelerating AI demand, and structured long-term supplier deals with Meta (and potentially other hyperscalers) could create a self-reinforcing cycle at higher valuations like $600+.
AMD has recovered from its "money destroyer" reputation, and the author's sustained buying at dips has paid off. The post celebrates gains from this contrarian bet against bearish sentiment.
Author holds AMD shares purchased below $100 and believes the stock will go significantly higher. They sold a covered call prematurely and are seeking to keep their shares while managing the short call obligation.
Author is taking a large put position on AMD as a bearish hedge, expecting downside movement. The metaphor of 'fire insurance for a burning house' suggests conviction that the stock is in trouble.
AMD has peaked at resistance near 472 and is set for a decline. The author advises exiting bullish positions while still profitable.
Author built a heavy position in AMD calls and saw significant gains. AMD was the primary driver of a 250k profit from a 17k starting account over one month.
AMD showed sustained upside momentum despite typical post-earnings sell-offs, with the author holding 3x leveraged positions through earnings and successfully scaling in. The author's bullish conviction was validated by consistent daily gains, leading to profitable exit of call options and substantial portfolio gains.
Author holds AMD as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.
Author expects AMD to reach $600, expressing confidence in the stock's upward trajectory with a bullish outlook on the company's future performance.
Author has been accumulating AMD since April 2025 at ~$80 and continues adding to positions, suggesting conviction in future upside. The framing as a money duplicator implies confidence in continued gains.
Author successfully profited from an AMD trade, turning $9k into $25k, indicating a bullish directional bet that paid off.
Author held 3x leveraged AMD through earnings despite bearish expectations and was rewarded with gains. Conviction in continued upside momentum toward $400+, evidenced by maintaining full position and buying additional call options.
Investor holds 45 shares of AMD and reports a modest gain, suggesting confidence in the company's performance under CEO Su Zifeng's leadership.
Author is making a bullish bet on AMD with conviction strong enough to 'bet the house,' suggesting significant upside potential.
Author invested a year's salary into AMD stock and is holding long-term with confidence in the company's upside, comparing his entry point as the "Destroyer" phase to an anticipated "Doubler" phase ahead.