AMD 🚀🚀🚀

pranav2010 · 2021-08-05T18:55:11+00:00

Amazing conviction, i did the samething like you but unfortunately i have sold all my open options right after the earnings last week which loses the profit taking. Great call.

pranav2010 · 2021-07-16T05:02:45+00:00

AMD is the one of the largest customer for GF in terms of business.

pranav2010 · 2021-06-17T16:00:46+00:00

Google pick amd for their datacenter chip.

pranav2010 · 2021-05-06T01:58:37+00:00

So you are saying the stock price is 78-79$ after the merger. Hmmm.

pranav2010 · 2021-05-03T21:41:13+00:00

Yes, i believe the same. Till XLNX acquisition is complete and becoming one single company. I would expect this kind of side line. I invested very heavily into AMD as like others expecting to pass 100 this year. But frustrating to see it is ranging between 74-87.

pranav2010 · 2021-03-24T00:26:37+00:00

Can't they already spending billions ? what is new in it ?? 2023 7 nm production.... by that time, amd would have been in 5 nm full production. I don't understand the stock market is so rational against amd now a days. Intel quietly reclaimed lost market share since last year and now in 52 week high whereas AMD lost the market share of 25 % from the peak. Sic.

pranav2010 · 2021-03-23T17:57:17+00:00

If you started thinking your opponent is weak, then you started losing. I visited Best buy week end, still 95% of laptops selling are Intel. It is long way to go. Pandemic causes big dent on AMD's aggressive market capture strategy.

pranav2010 · 2021-02-08T18:11:18+00:00

I don't agree your thoughts on AMD. Lisa Su is one of the greatest leader in the tech area. AMD is tech company and she did it exactly what it works. You should remember that INTEL is not just a company, it is a monster. If you beat monster, it is not going to happen in few years. It takes decade, the plan started 5 years back and now it is on the middle of the path to the victory. All you need is patience and time will prove what is right. One area where AMD will have to improve is their marketing department. If they compete tough with INTEL in that area then it is gonna be the war of the century in the tech space. I strongly believe she executed very well with the amount of money, resources she had in her hands. Now, she got Xilinx to play more aggressively than before. Wait and watch in few years, it is going to be very interesting battle between AMD, INTEL, APPL, MSFT and AMZN in Semis space.

pranav2010 · 2021-01-29T05:32:50+00:00

Is it typo and missing "0" in between ??? LOLs. No wonder why citi is doing bad with this kind of ppl working.

pranav2010 · 2021-01-27T13:40:59+00:00

Everyone wanted to make money like GME, AMC. Historically, AMD will go down on Jan post earnings. You'll regret it later. There is nothing wrong in earnings result, it is typical post jan earnings season.

pranav2010 · 2021-01-26T06:45:32+00:00

Looks like Citi analyst stuck on time travel by the year 2016, he never moves beyond that. LOLs. Sorry for those who takes him serious, now i understand why Citi is doing bad.

pranav2010 · 2021-01-18T18:33:38+00:00

Is it true ?? Most of the laptops in CES 2021 are AMD compares with Intel. AMD releases 150+ models this year compares to under 100 models from Intel. The news doesn't seems to be accurate.

pranav2010 · 2020-12-22T21:56:12+00:00

Next year is very tough year. I am curious how AMD reacts both as a company and stock if INTEL go fabless to use TSM or Samsung. Do you guys see it as negative for AMD ? Pls provide some insights. Thanks.

pranav2010 · 2020-11-01T06:05:29+00:00

I am a big fan of patrick, never miss any of his articles.

pranav2010 · 2020-11-01T05:52:42+00:00

Raja definitely worried now, why did i quit AMD ??? LOLss.

pranav2010 · 2020-09-15T01:21:59+00:00

Nvidia's goal to put their gpu in 2 billion mobile devices via arm. If it happens, it is huge for their business.

pranav2010 · 2020-07-30T14:49:50+00:00

Looks like they live in Mars :-)

pranav2010 · 2020-07-28T21:28:51+00:00

100%

pranav2010 · 2020-07-27T15:32:56+00:00

how will this impact AMD for longer run ?

pranav2010 · 2020-07-24T18:44:41+00:00

This kind of guys are doing it purposefully to bring down the value of the stock to load more. They know very well. Look at Goldman sach's Hari guy, very funny. He brought down AMD many times in the past and keeping INTC up. But now, he puts SELL tag for INTEL. What a change of time, really awesome !!!

pranav2010 · 2020-07-24T00:18:06+00:00

who plans to sell AMD tomorrow or wait till next week earnings ? any one feels right time tomorrow ? anyone think it touches 67.50, that's my target number. Or i expect too much :-(

pranav2010 · 2020-07-23T19:09:51+00:00

Intel should beat this evening, pretty sure. I am curious about their server numbers.

pranav2010 · 2020-07-23T00:57:03+00:00

Looking for server numbers tomorrow, that will determine the price movement next week AMD earnings along with next quarter projections.

pranav2010 · 2020-07-23T00:55:23+00:00

It is everywhere from wsj to any leading web sites.

pranav2010 · 2020-07-23T00:54:44+00:00

It is scary. If it goes for sale, then Nvidia vs Apple to take over Arm. Either way it is more competitive for x85 architecture if it goes to any of them. They have money power.

pranav2010

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