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AMD 매매일지

ADVANCED MICRO DEVICES INC · US

AMD에 대해 투자자들이 직접 남긴 공개 회고와 관련 공시·뉴스를 한곳에 모았습니다. 모두 본인 보고·미검증이며 종목 추천이 아닙니다.

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참고 자료 — 공시 · 뉴스

우리 의견 아님 · 출처 링크

공개 회고 12건

@daniel_cho · 2일 전 · EN

HELDAMDUS2026.02.20 → 2026.06.01

Held both semi names through a volatile spring. I've learned overtrading this group costs me, so I just sat tight.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 5일 전 · EN

HELDAMDUS2026.02.20 → 2026.05.01

Held the new AMD lot through earnings this time instead of trading around it. Wanted to test my patience and it paid off.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.06 · EN

BOUGHTAMDUS2026.02.20 → 2026.02.20

Started AMD again at a smaller size after the previous one stung. Keeping it tight this time and respecting my sizing.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.05 · EN

EXITEDAMDUS2025.11.01 → 2026.02.14-9.7%Self-reported · Unverified

Exited AMD at a loss and I'll own it — I oversized the add and broke my own sizing rule. Took the hit and reset the position.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.05 · EN

EXITEDAMDUS2026.02.01 → 2026.05.09-14.5%Self-reported · Unverified

This one just never worked. The trend kept fading and after a couple months of lower highs I cut it per my rule and moved on. Took the loss, freed up the capital, no point marrying a position that's not performing.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.05 · EN

HELDAMDUS2025.09.03 → 2026.01.30

Held AMD through a 15% pullback without flinching. The position was sized right so the drawdown didn't rattle me.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.04 · EN

ADDEDAMDUS2025.09.03 → 2025.11.04+21.2%Self-reported · Unverified

Kept adding to AMD on the dips through the fall. The averaging worked out and I'm green on the whole lot now.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.04 · EN

TRIMMEDNVDAUS2025.10.01 → 2025.12.12+31.4%Self-reported · Unverified

Trimmed both my semi names after the group ripped. Rebalanced so neither was an oversized chunk of the book.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.03 · EN

SOLDAMDUS2025.04.20 → 2025.08.15-12.8%Self-reported · Unverified

Cut my AMD position after it broke my stop level. Lesson held — I followed the rule instead of hoping it back.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.02 · EN

BOUGHTAMDUS2025.09.03 → 2025.09.03

Started a position in AMD on a rough day for semis. Sized it small since I didn't want a full clip going into earnings.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2026.01 · EN

HELDAMDUS2025.09.15 → 2026.01.10+29.3%Self-reported · Unverified

Carried both semi positions into the winter earnings window without touching them. Wanted full exposure ahead of the prints since I'd already done the work on the setups. Held through the chop and it paid off across both names.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

@daniel_cho · 2025.12 · EN

BOUGHTAMDUS2025.09.03 → 2025.09.03

Started a position on the September pullback after it got hammered with the rest of the chip names. Averaged in around the lower band of where it had been chopping. No earnings catalyst, just wanted exposure back after exiting earlier in the summer.

작성자 본인의 과거 경험 · 투자자문·유사투자자문 아님 · 본인 보고·미검증

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