# @tastyliveshow on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=1k8J4qbLTH0 - **Gondola URL:** https://gondola.cc/posts/64976676-tastyliveshow-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/109ac49400.jpg - **Posted:** 2026-05-05T02:00:06.000+00:00 - **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow ## Caption AMD stock is up over 260% in 12 months, sitting near all-time highs heading into earnings. But unusual options activity tells a different story -- $4.2 million in bearish put flow, both trades hitting the ask aggressively before the print. Options trading around AMD earnings is complex: the data shows the implied move is pricing around 8%, and recent semiconductor names like Intel and Qualcomm blew through their expected moves to the upside. Kathy Wood sold over $700 million of AMD ahead of earnings and HSBC downgraded to hold. Morgan Stanley raised their target. The signal is mixed and the setup is worth watching either way. Helpful links: tastylive: https://www.tastylive.com/ FREE tasytlive Newsletters: https://info.tastylive.com/newsletters FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 Follow tastylive on X (Twitter): https://x.com/tastyliveshow CHAPTERS: 00:00 AMD Up 260% in 12 Months - The Setup Heading Into Earnings 00:33 Intel Sympathy, AI Compute Demand, MI 400 Product Cycle 01:02 $4.2M in Bearish Put Flow - Both Trades Hit the Ask 01:36 Breaking Down the First Print: 320 Puts, May 22 Expiration 02:42 The Second Print: 345 Puts, May 8 Expiration, $2.9M 03:39 Is This Hedging or an Outright Bearish Bet? 04:39 Jamal's Take: Semis Have Been Ripping - AMD Probably Follows 05:03 Last Quarter: Beat EPS by 23%, Stock Still Dropped 17% 05:15 The Options Market Is Pricing 8% Move - History Says More 05:47 Kathy Wood Sold $700M, HSBC Downgraded, MS Raised Target 07:07 Final Read: Too Far Too Fast, or the Next Sympathy Rip? #signalvsnoise #amdstock #unusualwhales #optionstrading #earningsoptions #unusualoptionsactivity #semiconductorstocks #nvdastock #optionsflow #tastylive tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we’ll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. (“tastylive”) and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims (including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer. ## Stats - **Views:** 4,405 - **Likes:** 76 - **Shares:** 0 - **Comments:** 2 ## Tags tastylive, optionstrading, nvdastock, unusualwhales, signalvsnoise, amdstock, earningsoptions, unusualoptionsactivity, semiconductorstocks, optionsflow --- Copyright (c) Gondola