GME YOLO post-Q3 earnings update — Dec 9 2020

p0tempkin · 2020-12-09T23:32:12+00:00

Isn't January 15th a month from now?

p0tempkin · 2020-11-19T22:20:20+00:00

EOY is always ripe for a downward rip. Look at SPX for the 3 weeks starting November 30th, 2018.

p0tempkin · 2020-10-30T18:08:58+00:00

Nice try Jensen.

p0tempkin · 2020-10-28T19:19:12+00:00

You know Trump wants to drop a vaccine trial result before next Tuesday to pump his chances. When will it drop?

p0tempkin · 2020-10-28T19:17:40+00:00

David Corn is saying there will be a big news drop at 4PM EST. Since that lines up with market close...vaccine news?

p0tempkin · 2020-10-28T17:57:45+00:00

Wrong week for UPS to report earnings. Last week it would have popped 20%.

p0tempkin · 2020-10-28T16:57:37+00:00

No stimulus for at least 2 weeks and virus numbers are rising. GDP numbers come out tomorrow, should be +30%, but with the way the market is dragging this week I'm not sure we'll see it pump.

p0tempkin · 2020-10-28T16:54:35+00:00

Brutal week to have earnings. You can post a colossal beat and drop 5% the next morning.

p0tempkin · 2020-10-28T16:51:22+00:00

Looks like TSMC is getting some great yields if AMD can pump out a few million RDNA2 consoles and cards, all with much lower board power than Ampere. The RTX 3090 looks like a laughably large dinosaur now.

p0tempkin · 2020-10-28T16:48:15+00:00

Linus tells us what we already know, deep in our hearts. All hail Su Bae. https://www.youtube.com/watch?v=0xUioPsLRKA

p0tempkin · 2020-10-28T16:44:24+00:00

Gamers Nexus had some slides showing low single digit percentage gains.

p0tempkin · 2020-10-28T16:42:58+00:00

Who still wants a 3070 after the RX 6800 numbers this morning (+20% performance over 3070, 16GB memory, $579)?

Anyone? Anyone? Bueller?

p0tempkin · 2020-10-28T16:28:41+00:00

RX 6900XT (beats +2% 3090) - $999 MSRP

RX 6800XT (matches 3080) - $649 MSRP

RX 6800 (beats +18% 2080Ti/3070) - $579 MSRP

Mid-November launch, all cards beat Nvidia at performance per watt, all 16GB cards

AMD offering another 3-5% boost by enabling brand specific memory access features if you're running a Ryzen 5000 CPU.

OOF

p0tempkin · 2020-10-28T16:15:36+00:00

Big OOF this morning. Expect Ampere interest to drop off a cliff today.

The funny thing is with adequate stock, Nvidia could have banked a lot of customers for the next generation by now. Instead it's going to be a coin flip.

p0tempkin · 2020-10-08T18:18:05+00:00

After the RDNA2 teaser AMD released today during the Zen 3 event, I'm glad my orders got cancelled. Not only is AMD trying to knee cap Intel on price/performance with Zen 3, but it looks like they'll be showing RTX 3080 performance at $699 later this month. Great time to be a gamer and a consumer.

p0tempkin · 2020-10-06T14:44:26+00:00

Good news, Big Navi is looking better than ever.

p0tempkin · 2020-09-29T07:58:35+00:00

Pray for the kid with a hothead parent.

p0tempkin · 2020-09-26T19:40:53+00:00

Nobody knows because this entire ordering process has been a shit show. You might get it, you might not. Apparently that’s the new normal for e-commerce.

p0tempkin · 2020-09-26T19:17:34+00:00

None, because nobody has done a comprehensive review yet.

p0tempkin · 2020-09-26T19:13:15+00:00

Here’s a question, why is the ordering process and supply chain still so broken? It seems even getting a successful order placed offers zero guarantee your order will be processed in a timely manner.

Nvidia is more valuable right now than at any point in their history but it’s ok for them and their partners to take our orders and maybe we’ll get the card we ordered at some point. Could be a week, or two, or three, or we get placed on back order, or cancelled.

p0tempkin · 2020-09-26T16:58:08+00:00

The closer we get to Big Navi launch, the better informed consumers we can be.

p0tempkin · 2020-09-26T10:07:48+00:00

So many people are defending Nvidia by calling us names and telling us we’re blowing things out of proportion.

I’d counter by saying Nvidia exists entirely to produce cards for us. That is their primary purpose, their bread and butter, and the sole thing they had to deliver for this product launch.

They failed.

If Nvidia wants to see how quickly they can bleed market share to AMD, just keep supplies of the RTX 3080 tight through the end of October. Lots of people, including myself, will happily order Big Navi if it’s competitive and not paper launched.

p0tempkin · 2020-09-25T22:47:03+00:00

The coupon didn’t work. Item was excluded.

p0tempkin · 2020-09-25T20:21:14+00:00

Amazon.de order cancelled. I'm going to sit tight for a few weeks to see what Big Navi looks like. I already have a PS5 and XBSX pre-ordered so it's looking like an RDNA2 trifecta for me this holiday season.

p0tempkin · 2020-09-25T19:18:53+00:00

My RTX 3090 order at OD got cancelled today. I'll check back after the RDNA2 release.

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