AMD Set to Join Nvidia, Tesla in Top 3 Options Amid Brightening AI Outlook: Options Chatter
$Advanced Micro Devices (AMD.US)$ is poised to join $NVIDIA (NVDA.US)$ and $Tesla (TSLA.US)$ in the three most active stock options Thursday as semiconductor stocks jumped, buoyed by Wall Street’s optimism on the chip giant’s brightening outlook.
AMD shares climbed 6.3% Thursday afternoon after contract manufacturer $Taiwan Semiconductor (TSM.US)$ painted a strong outlook across the industry that bolstered investor confidence on the AI trade.
“We observe increasing AI model adoption across consumer, enterprise, and sovereign AI segments,” TSMC Chairman and CEO C.C. Wei said in the company’s earnings call with analysts Thursday. “This is driving the need for more and more computation, which supports the robust demand for leading-edge silicon.”
Seven of the 10 most active AMD options were calls, which gives the holder the right to buy the stock at a preset strike price before the predetermined expiration date. The rest were put options that give their holders the right to sell the stock.
More than 800,000 AMD put and call options changed hands as of 1:43 p.m. in New York, almost double the 20-day average of 449,729 contracts. The latest total put AMD behind $Tesla (TSLA.US)$'s 1.04 million contracts and $NVIDIA (NVDA.US)$'s 1.96 million.
The market for semiconductors used in artificial intelligence could reach over $550 billion by 2028, Seeking Alpha quoted RBC analysts as saying. The analysts expect AMD to gain a 10% to 20% market share in the AI graphics processing unit, according to a separate report by MT Newswires Thursday.
AMD could generate more than $100 billion in revenue through 2030 from its six-gigawatt deal with OpenAI, the analysts were quoted by MT Newswires as saying.
The biggest block trade seen so far in AMD’s options market was the $4.08 million sale of call options that give their holder the right to buy 300,000 AMD shares by the close of trading tomorrow.
The price of that contract jumped 272% as the share price climbed above that strike price, bolstering the case for the holder of those call options to close out the position and lock in the gains.
Share your thoughts on AMD in the comments section. Do you expect shares to keep rising this year? Let your voice be heard by voting below. And if you want to read more options columns like this one on TSMC, or this one on Meta, follow me here, where you can also find my column that tracks short sellers' trading volume and the earnings stories on some of the biggest stocks.
Disclaimer: Options trading entails significant risk and is not appropriate for all customers. It is important that investors read the Characteristics and Risks of Standardized Options before engaging in any options trading strategies. Opening new options positions close to or on their expiration date comes with substantial risk of losses for reasons that include potential volatility of the underlying security and limited time to expiration. Options transactions are often complex and may involve the potential of losing the entire investment in a relatively short period. Certain complex option strategies carry additional risk, including potential losses that may exceed the original investment amount. If applicable, supporting documentation for any claims will be furnished upon request.
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Luzi Ann Santos
Moomoo Senior News and Community Manager
Former editor at Bloomberg, ex-commentary editor at Lazard. Posts aren’t investment advice. Views are just mine.
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ni chou sha : ...
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VSM : AMD :
breaks record favor stock - watch
thanks Luzi Ann good news to hear and follows
VSM : TSLA.US
undervalue in stock share news reported that TESLA PRICE COST $1,350.00 per share by 2030 market value share reach all time high if share holding TSLA it will reach fare market value price
VSM : NVDA.US
Nivida share reach value price off $444.56 last year in 2025 day trade or fews days not months.
This new year season
market going to option trade mustly notice day trade stock penny share option moving inside better position
1 month Trade stock slower movement
share price holding inside finincail market.
VSM : TSM.US
Updated stock rallying good postion
mitrick overfolwing rasen up session moving Taiwan simconductor (TSM.US) reach $344.85
P/L 17.730% today P/L +5.43%
万叶小兄弟 VSM : Are you sure it's 2025?
Slay2dudes : ok