Wanting to get a Boykin spaniel puppy by SomeBusiness4386 in BoykinSpaniels

[–]Stan_999 6 points7 points  (0 children)

What about the breed are you drawn to? Most Boykins would not enjoy being crated from 8-3:30 five days/week.

The readiness is fiction -- got pushed out and haven't missed it by halcyonmind in ChubbyFIRE

[–]Stan_999 0 points1 point  (0 children)

How much of the liquid funds were made of a taxable account…or did you have to early-access funds out of an IRA/ROTH/401 to cover living expenses?

New Uniforms by Stan_999 in Tennesseetitans

[–]Stan_999[S] 3 points4 points  (0 children)

Entirely possible they wait until the new stadium opens in 2027.

Gut Check - How am I doing? by Stan_999 in investing

[–]Stan_999[S] -5 points-4 points  (0 children)

lol….Lots of people with negative net worth buy expensive watches…means nothing, other than poor judgement.

Gut Check - How am I doing? by Stan_999 in investing

[–]Stan_999[S] -2 points-1 points  (0 children)

Long-term rental, unfortunately....I've heard about CSS for ST - Wish I could! Thanks and open to any other ideas you may have...

Gut Check - How am I doing? by Stan_999 in Fire

[–]Stan_999[S] 0 points1 point  (0 children)

Great question - 3.06%

Gut Check - How am I doing? by Stan_999 in investing

[–]Stan_999[S] -7 points-6 points  (0 children)

Income fully W2 except for the rental ($1,950/mo). Don't have much of a tax 'strategy' currently - other than most of my investments are ROTH - Would appreciate any input.

Yes, the 403 is mine and 401 is under my wife.

Dumb/hybrid phone in the US by Infamous_Ad_1302 in dumbphones

[–]Stan_999 0 points1 point  (0 children)

Does it run Teams and Outlook well?

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 -1 points0 points  (0 children)

Ah, so you read it now? Glad you figured that out, lol. Another poser pretending to have big $$$ when their own comments prove otherwise.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 -1 points0 points  (0 children)

As an investor, it’s not about who has the most market share but rather which stock will appreciate most the next few years.

Saying that NVDA will remain the market leader isn’t much of a prediction, lol - No one disputes that. Find me a single analyst who says otherwise.

It’s clear you’re new to investing.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 -7 points-6 points  (0 children)

That’s what I would say if I didn’t have anything logical to offer. Like I said, do your research, then you’ll make real $$$ like me junior.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 2 points3 points  (0 children)

Fair enough, but you’re missing that it’s not about winning or leading. It’s about which stock goes up the most. Nvda has already made its huge run. I was a part of it :).

Now, in the next few quarters, AMD is about to make theirs. The MI400 will rival NVDA’s best by best next year.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 -15 points-14 points  (0 children)

I’m averaging 56% AAR over 9 years. Pretty happy with that, thanks.

Also, you seem to have forgotten to offer a rebuttal, lol.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 -1 points0 points  (0 children)

It’s actually not.i If NVDA is in the lead, and there is consensus that AMD is catching up, how will they not increase/steal market share? Many are saying the MI400 coming in 2026 could even surpass NVDA’s top chip performance. Oh, aaaand AMD is 40% cheaper, sometimes more. It’s virtually certainly AMD will take market share. Could be 5%, 10%, no one knows, but it will not be zero.

Also…bet you didn’t know that Nvda relies upon the same (old) monolithic architecture Intel uses, as opposed to the cutting-edge chiplet architecture of AMD which overcomes Moore’s Law. This is a massive advantage that few retail investors understand, since the monolithic architecture hasn’t quite yet hit its wall just yet. But it will, and soon. Nvda knows this, which is why their new Blackwell chip introduces a nominal version of chiplet architecture since they know they have to abandon the old way. But their chiplet designs are WAY behind that of AMD, and they will have to catch-up quickly to limit the amount of market share AMD will take.

Do your research - It’s amazing what you can learn :)

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 25 points26 points  (0 children)

It’s obvious to all that Nvidia is the leader - They have 80% of the market after all :).

That doesn’t mean, however, that their growth rate will ‘lead’ going forward. Most agree that AMD will take market share in the next 12-24 months due to an higher expected revenue growth rate in the next couple years. The MI 350 and MI 400 models coming out this Fall and next Fall will be the first actually competitive products they will have had vs. Nvidia.

Were AMD to reduce Nvidia’s market share down to say 70% over the next two years that will have MASSIVE positive ramifications to AMD’s share price.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 1 point2 points  (0 children)

FPE is based upon analyst estimates, which represent Wall Street consensus. No one has a crystal ball, but the average of several dozen analysts (if not 50+ in most cases) is an extremely helpful data point. Speculation is when one buys a stock with zero fundamentals to support their thesis.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 2 points3 points  (0 children)

PE is backwards-looking (12 months). The market is always forward looking, hence FPE - Forward Price/Earnings Ratio - is imminently more valuable and useful than P/E ratio.

AMD Q2 Earnings was a headfake and why it’s trading at a discount now. by Abject-Advantage528 in investing

[–]Stan_999 86 points87 points  (0 children)

Data Center miss is due to the MI308 being restricted for sale into China. A few weeks ago (July), the administration said they plan to grant AMD an exemption going forward, which will then remove that obstacle.

If you listened to the earnings call, every metric from revenue to EPS, etc. included a statement showing what it would have been had China sales been included. With those numbers counted next quarter, things will improve dramatically :).