NVDA has way more rocket fuel potential than AMD right now (and way more market cap). But that's also because AMD has been kicking NVDAs ass lately. I think AMD can drop and the market is going to chug higher.

The rally is underpinned on the outcome of AMD aka Advanced Money Destroyer. I'm long, but nervous!

Man, AMD puts are cheap as hell. Buying some here but hoping for those holding that I am lighting this money on fire.

flashplayer said:

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NVDA has way more rocket fuel potential than AMD right now (and way more market cap). But that's also because AMD has been kicking NVDAs ass lately. I think AMD can drop and the market is going to chug higher.

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NVDA doesn't report for another three weeks, though.

Yep, but AMD isn't going to drag the market down, and even if they dip here (or even if they rise here), NVDA is still a major potential catalyst to take the indexes higher. Go look at the NVDA chart. Looks setup pretty well for a run.

According to Claude…

" The key swing factor isn't Q2 itself it's Q3 guidance and the Helios/MI450 ramp. A Q3 outlook comfortably above Street estimates with gross margin holding in the mid-50s would confirm the ramp is on track; a soft guide or margin slipping toward the low-50s would signal trouble, and given the stretched valuation, the market wouldn't be forgiving."

That's the scary part of it all. The last two earnings, I believe, they have killed the numbers but one thing didn't agree in the guidance and I think they dropped like 17-18% each. They will kill the numbers, no doubt. But it's that damn guidance!!

It's raining money!

Obligatory:

flashplayer said:

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Yep, but AMD isn't going to drag the market down, and even if they dip here (or even if they rise here), NVDA is still a major potential catalyst to take the indexes higher. Go look at the NVDA chart. Looks setup pretty well for a run.

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No doubt that the chart looks great. But a 10% move in five days on the QQQ is a lot with no true catalyst to cause it. I'm back to risk on since we, somehow, reclaimed the 50DMA. There's just a lot of time from now until NVDA's ER to keep this train moving.

ANET doing well AH. I hated to sell that one but I needed the cash for something else.

Getting clipped on initial reaction. Holy CAPEX batman!!!

*AMD 2Q CAPEX $808M, EST. $298.6M

*AMD 2Q ADJ. OPER MARGIN 27%, EST. 26.9%

*AMD 2Q ADJ EPS $1.66, EST. $1.62

*AMD 2Q REV. $11.54B, EST. $11.31B$AMD

— tradfi news (@tradfi) August 4, 2026

AMD getting smashed AH

Ouch - more than twice the expected capex?

flashplayer said:

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Ouch - more than twice the expected capex?

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Just another chance to grab some more SOXL with the proceeds from today.

Bought some spcx puts with a friday expiration. Looking like that'll help offset my long position.

BucketofBalls99 said:

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Well, I guess if for some reason AMD goes down AH, it should just wash the gain from today. But it sounds like the consensus amongst analysts is that they will go up AH. We'll see…been there done that before!

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And the analysts were wrong...

That they were

Brian Earl Spilner said:

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Just another chance to grab some more SOXL with the proceeds from today.

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what price are you looking at to enter?

I think AMD can still move a lot based on the contents of the call. Especially any additional information on capex and margins. After hours market is indecisive here. I could still see this at near 600 tomorrow or near 400.

BucketofBalls99 said:

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Brian Earl Spilner said:

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Just another chance to grab some more SOXL with the proceeds from today.

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what price are you looking at to enter?

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Bought some here at 132.50. More buys at 126.15, 119.05, and 112.85.

I'd sold a bunch at 130 and 140.

And WTF happened to Morgan Brennan's face, have not watched CNBC in awhile I guess.

8/7 $450/445 put spread lotto

up close to annual salary today

I was hoping you would spam us with posts today

So you don't make a lot of money?

JK

Call me irresponsible but I am back in IONQ…..

Ha! So funny! Internet billionaires

this dude tho

% gain or GTFO

And what kind of gozillionaire loser has to operate in low battery mode.

those calls were about 15x in a week

Of the account I meant. And I was not being serious.

Finally back in the green with ASTS after two consecutive rallies yesterday and today

Ag CPA said:

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And WTF happened to Morgan Brennan's face, have not watched CNBC in awhile I guess.

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I was thinking this same thing earlier today. I hadn't seen her in a while ever since she switched to that early early morning slot. Prob on one of those weight loss drugs for whatever reason

MTX13 said:

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Finally back in the green with ASTS after two consecutive rallies yesterday and today

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I am hoping like hell they are planning to announce that they have secured a bunch more launch slots from Spacex. It was peculiar timing how shortly after their senior note money raise became public that it leaked Spacex has no more launch spots available through 2028.