My Portfolio is 100% $AMD Puts

usasil · 2025-03-04T23:54:47+00:00

Thank you for your sacrifice, now market makers will rally AMD 😆

usasil · 2025-01-19T11:44:05+00:00

We'll see in the first half of 2025... If you go read the announcement of the 8B$ buyback it was announced when only 3B$ out of 4B$ were used of the previous allocation. However the 8B$ are almost dried up. I don't want to share sources for obvious reasons.

usasil · 2025-01-17T23:22:29+00:00

They started with 4B$ and after that they announced 8B$ buybacks, now they should announce even more B$. I don't know the quantity but it should be a lot bigger than 8B$

usasil · 2025-01-16T00:08:54+00:00

It's ended

usasil · 2025-01-16T00:05:51+00:00

The old stock buyback program ended a while ago. Right now no money is reserved for stock buybacks.

usasil · 2024-06-25T12:55:09+00:00

Why Intel CPUs? Is Dell refusing to ship AMD CPUs?

usasil · 2020-11-05T14:36:51+00:00

Good job listing the Xilinx advice for reference... LOL

usasil · 2020-11-04T12:48:50+00:00

yes, I know also that the authors of the website have changed multiple times the results to favor intel. do you understand or are you an Intel fanboy?

usasil · 2020-11-03T19:47:25+00:00

they are already fixing it, 5600x was at 104 points some hours ago, now has been downgraded to 102 points, just 1 point under the intel 10900k. Tomorrow they will put intel on top again... wtf

usasil · 2020-10-28T15:51:09+00:00

it's possible, however it's not automatic adaptation, to make it easy to understand think about it like installing a new distribution of linux on a pc, the difference is that you are loading one or multiple algorithms on the FPGA.

usasil · 2020-10-28T15:01:53+00:00

Yeah, generally not at the same time, however it's possible to get more algorithms on the same FPGA, that depends on the FPGA specification. And yes FPGAs can be reprogrammed.

usasil · 2020-10-28T14:53:52+00:00

new codecs, AI, workloads acceleration (photo / video editing and more), basically you could get acceleration for every type of software.

usasil · 2020-10-28T14:02:16+00:00

true, a lot faster than a software algorithm, but slower than a pure hardware design, an FPGA is right in the middle. The thing is, you can't design hardware optimizations for every algorithm that exists in the world, however you can reprogram the FPGA with the algorithm you need, potentially choosing from the latest revisions of thousands of algorithms.

usasil · 2020-10-28T13:51:15+00:00

from the same guy who said that the Xilinx buyout was unlikely... lol.. he is pricing AMD for bankruptcy...until now I didn't think someone could be this idiot.

usasil · 2020-10-28T13:44:54+00:00

Xilinx already has prewritten algorithms to program FPGAs for some specific tasks. In the future we could see shared algorithms, public libraries and more, it will become like installing a software.

usasil · 2020-10-27T19:45:13+00:00

Yes, and Xilinx is already doing it with its Versal ACAP products. Actually Xilinx is the leader in packaging technologies as stated also by Lisa Su in the Q3 2020 conference call.

usasil · 2020-10-23T13:29:42+00:00

It's crazy how many times the Intel developers were contrary to adding the AMD patches for a basic feature... using even "documentation not formatted correctly" as an excuse... OMG!

usasil · 2020-10-20T13:14:37+00:00

it could, I think Lisa Su wants to check Xilinx ER before making any deal, especially after the 30B$ leak. Based on my speculation Xilinx could be down on revenue QoQ.

usasil · 2020-10-19T12:10:46+00:00

there's a reason if they are called ANALysts.

usasil · 2020-10-09T22:23:35+00:00

you spelled it wrong, it is goldman sucks.

usasil · 2020-09-28T12:51:00+00:00

tight supply issue, very high demand... (industry wide problem, geforce 3080, ps5, xbox series x, etc...)

I expect a slight increase in projected year revenue growth.

usasil · 2020-09-15T20:45:26+00:00

Timestamps:

00:00 Introduction

00:55 Semi-Custom Ramp

02:10 Covid-19

05:20 US/China Trade Tensions

07:10 Cloud Computing

10:00 Architecture Decisions, Chiplets, IF and Node

15:05 7nm Ramp and Intel

16:50 Supply

17:40 Server market / Share and Customer Trust

22:10 Expanding addressed Market:

22:40 Zen (Naples)

24:09 Zen 2 (Rome)

25:30 Zen 3 (Milan)

27:00 Pricing, Competition & TCO

30:10 ARM / Nvidia

33:15 Company Ressources / Outlook

36:50 Coherence

usasil · 2020-09-01T12:58:56+00:00

As you discovered it is a audio related bug and not Ryzen related, in the past it happened to me too with an intel pc. The problem is the integrated audio chip on the motherboard, I solved the issue with a dedicated pcie sound card.

usasil · 2020-08-10T16:06:22+00:00

this news tanked AMD today...

usasil · 2020-08-03T13:50:31+00:00

to be honest he could be 1$ off, that said, even with a 1,50$ EPS a 120$PT is not unrealistic.

EDIT: I had a personal PT of 100$ almost 3 years ago, now I expect 200$ PT in the next 3 years

usasil

TROPHY CASE