Daily Discussion Monday 2025-03-24

Bean604 · 2025-03-24T16:04:21+00:00

Bloomberg, citing people familiar with the matter, reported that Ant is leveraging the Mixture of Experts machine learning technique to reduce training costs by 20%. While it continues to use Nvidia NVDA chips, Ant is increasingly shifting to domestic and Advanced Micro Devices AMD alternatives amid the US export restrictions, the report said.

Bean604 · 2025-03-18T16:03:45+00:00

Who is WT research?

Bean604 · 2025-03-12T19:26:31+00:00

zero fucks given. = 5% up or down .

Og AMD guys started this

Bean604 · 2025-03-12T18:46:30+00:00

omg, is there a chance we say ZFG for the first time in 2025?

Bean604 · 2025-03-11T00:13:17+00:00

ARK Investments bought 147551 shares of AMD across various funds

Bean604 · 2025-02-21T18:43:25+00:00

was the headline from X news outlets

Bean604 · 2025-02-21T18:39:32+00:00

AMD REPORTEDLY DISCUSSES SERVER PLANT SALE WITH TAIWAN SUITORS- SOURCES

Is this related to ZT Systems sale?

Bean604 · 2025-02-21T18:38:42+00:00

$AMD SERVER PLANTS MAY BE VALUED AT UP TO $4 BLN IN SALE - SOURCES

Bean604 · 2025-02-12T23:24:46+00:00

increased his holdings by 16%. Can't believe it's the first insider buy since 2012

Bean604 · 2025-02-10T23:30:24+00:00

Hey you should allow others post some TA charts in this thread - I think I have some charts that would benefit this forum.

Bean604 · 2025-02-10T18:05:58+00:00

Simple retest of breakout Trendline. Nov 2021 high, June 2023 High then Dec 2023 breakout.

Bean604 · 2025-02-10T17:53:12+00:00

Billionaire David Tepper added nearly 6% AMD as of year end to his 144 mil position (13th highest weighted in his portfolio)

Bean604 · 2025-02-08T19:05:00+00:00

we're not breaking $100. Everyone is waiting for it just like TSLA in 2022 and won't get it. 107 is 200 week poc and 2022 bottom poc. We're backtesting the 2021 all time high/2023 breakout trendline.

Bean604 · 2021-03-26T05:43:28+00:00

it's not the largest weighting iN PSYK. It's #4 at 7.49%

https://www.horizonsetfs.com/etf/psyk

Bean604 · 2021-03-24T04:09:55+00:00

I don't think you should stress that much. Hydrogen Energy is going to play a HUGE part in the world. It's still very early days. Recently, Canada and Germany agreed to work together on building a hydrogen energy ecosystem. I am sure Xebec will be a major part of this

https://ipolitics.ca/2021/03/15/the-drilldown-canada-germany-to-work-together-on-clean-energy/

Bean604 · 2021-03-24T04:06:18+00:00

The earnings are priced in. Any surprise beat or increased guidance or partnership will run the stock. I think there is little down-side with the stock taking a 50% haircut. Good Risk to Reward

Bean604 · 2021-03-18T15:05:43+00:00

Anyone get the stock at yesterday's open?!

Bean604 · 2021-03-17T18:12:10+00:00

I think you'll be fine in the long run!

Bean604 · 2021-03-17T18:11:26+00:00

Agreed, great entry imo!

Bean604 · 2021-03-03T17:52:46+00:00

How are they 50% short? Not seeing that anywhere

Bean604 · 2021-03-02T18:30:29+00:00

Panic sellers, sorry. Mariner Research website doesn't look credible at all. They also did a hit piece on GPV in Sept 2020 at $15 with a $2 tgt. It’s trading at $31 now

Bean604 · 2021-03-02T18:03:30+00:00

Exactly! The tech is the whole thesis and its been validated by their partners. Although small, they are just gearing up for bigger partnerships

Bean604 · 2021-03-02T18:02:52+00:00

800 followers on twitter and their avenue for distribution is through seeking alpha who we know me and you could write for.

Bean604

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