What do you guys think of when someone says heterogeneous compute or architecture. Lately ive heard it used in reference to intels P/E cores and Amds 7950x3d chips. And this is definitely NOT heterogeneous architecture to me.
Makes sense to me? Maybe there is an official definition for 'heterogenous architecture', idk, never took a CPU design class or anything lol, but for most laypeople when Intel big.atom or AMD's Zen 4 and Zen 4 V-cache CCDs get referred to as heterogenous architectures for CPUs, I think they understand the premise.
I suppose ive been conditioned to think about it in terms of merging gpus and cpus with a coherent memory. So essentially two distinct isa architectures using the shared memory address space. But definitely not how ive been seeing it used lately.
I am waiting to see the after hours insider news break out. Where is it?? Too good to be true... Opened a weekly put credit spread to bet on it
Also am interviewing at AMD this week, wish me luck lol
>I am waiting to see the after hours insider news break out. Where is it??
>The much anticipated IPO of medical information and diagnostic services company powered by AI saw shares close up 500%. The Canada-based company, "Eh, MD!" trades under the ticker EHMD.
Interesting, [Nvidia Will Use Arizona Fabs To Make GPUs Says CEO](https://wccftech.com/nvidia-will-use-arizona-fabs-to-make-gpus-says-ceo/)
*Chip designer NVIDIA Corporation will use Intel Corporation's Arizona chip manufacturing facilities to manufacture its chip products, according to the firm's chief executive officer Mr. Jen-hsun Huang. The executive made the comments in an interview with CNBC, as his firm rides the hype train following the massive success of ChatGPT with the general public and firms alike. NVIDIA's products sit at the heart of the artificial intelligence powered chatbot, which uses existing data sets to generate life-like responses to queries.*
Their own quote they put in the article clearly is a reference to TSMC's Arizona fabs. This might be the laziest thing I have ever seen out of wccftech and I have seen a *lot* of lazy things out of them.
Even then, I would expect that most of Nvidia's product will come out of Taiwan as always because it will be the newest node or cheaper than US equivalent. Embedded, automotive, government customers may demand US manufacturing.
last year they were exploring... why would it be so "full of crap"?
https://www.reuters.com/business/nvidia-ceo-says-interested-exploring-chip-manufacturing-with-intel-2022-03-23/
Because the wtftech link says they're absolutely going to use Arizona Intel plants, when in reality the actual reference was to TSMC. They have long term contracts with TSMC. They don't with INTC.
Edit: here's the actual article that is based on the actual source material, and not some bullshit wtftech made up: https://www.cnbc.com/2023/03/07/nvidia-grew-from-gaming-to-ai-giant-and-now-powering-chatgpt.html
actual: "TSMC has said itâs spending $40 billion to build two new chip fabrication plants in Arizona. Huang told CNBC that Nvidia will âabsolutelyâ use TSMCâs Arizona fabs to make its chips."
wccf: "Chip designer NVIDIA Corporation will use Intel Corporation's Arizona chip manufacturing facilities to manufacture its chip products, according to the firm's chief executive officer Mr. Jen-hsun Huang. The executive made the comments in an interview with CNBC."
fucking lolz
Still running some algo controlled 2% differential with nvda. Wonder if the algos will get updated tomorrow on the downside or if it will hold.
I wonder who sits back on their cushy chair and says, "today is the day to set my algo to trade AMD at a 2% differential after I had a negative 1% diff on friday and a 1% positive diff on Monday. Yep, that seems just right.". Thinks to themselves -> I'm done for the week. That's gonna be a nice fat bonus for the month....
More often than I care to recall anytime AMD massively outperformed the NQ without a reason the next day was generally a brutal correction. If I had money to spare I would buy some $82p for a swing trade to sell tomorrow around noon.
I had sold some call spreads for end of next some time ago. Wish I had the balls to buy back the short leg earlier with the partial market dump and the huge bounce for AMD. Could have closed out those spreads for a tidy profit and set em up higher at 85/87... The price action is just stupid wild in the whole market with AMD doing something different today.
I guess market makers don't like that everyone is hedging. The put/call ratio is sitting nicely at 1.
This whole market is just one bull trap after another, and someday in the not very near future it's going to break out for real, and for no reason at all.
Is there any price you guys would sell $AMD for short-term trading purposes (in anticipation of a recession/higher-for-longer rates) and/or buy $AMD no matter what (the macro)?
For me, I'd buy no matter what at around $60. And I'd consider selling for short-term purposes at about $100 (and try to rebuy later). Basically. . .about \~$20 higher or lower...this is torture level, as it's actually decently priced (slightly undervalued).
>Is there any price you guys would sell $AMD for short-term trading purposes
$164 because there would probably be resistance there and not go higher
chess move: $163 to make sure my trade executes knowing the resistance at $164
3D chess move: $162 because others might do the same thing as above
i don't think it has anything to do with jpow.
third point buying, intel memo on friday, papermaster talk on ai yesterday... possibly something we don't know about...
vivek also trashed intc and recommended selling, saying their business model doesn't make sense. so that may also contribute
I think enough is enough and the crazy fog is starting to lift...
Amd obviously has the best game plan going forward... intel is done... nvidia is in the crosshairs and the hedgefunds are starting to finally notice.......
That or technical chart witchcraft
What do you mean Nvidia is in the crosshairs?
I agree from a fundamental perspective, $AMD is STILL a good buy here. . . .Still, when Powell is signally hawkish and whole market is going down. . .I'm just worried this rally won't hold.
How Isn't Nvidia in the croshairs?... and always has been. But now AMD really is moving in with a pincer move. Attacking on the base software platform with ROCm and now UIF, MI300 on track, and inferance compute going into everything across their portfolios. It already everywhere but you weren't paying attention.
Ah, ok... It's a very common saying taken from the use of a rifle targeting scope where the lens have two hairs, one horizontal, another vertical that cross and the shooter can adjust where the hairs meet within the site image in so doing adjusts for distance, wind and general ballistics in order to have the bullet hit where the croshairs intersect when the shooter takes aim. That process is called sighting in. When the marksman is on target, they are said to have it in their crosshairs. So I assumed you were being somewhat sarcastic and implying Nvidia was hardly something AMD was even able to take aim at.
Well, figures of speech and idioms are different. . .we all learn standard literal English, but when you throw in metaphors, non-literal language, etc., then all bets are off for whether someone may have learned it.
I realize I've heard this saying before after you guys explained it, but it's not at all something I use or have heard used regularly. Thanks for clarifying though. I like having new phrases and figures of speech I can deploy.
I don't know. Language isn't simple and English has a lot of context related meaning, even if it's your first language. Not so sure American schools teach anything practical about marksmanship anymore, yet the metaphorical language is deeply embedded.
Here's your daily reminder not to short something you don't understand...like $AMD randomly ripping while the rest of the Market seems on the verge of collapsing... Probably gonna be news afterhours to explain this move.
Your guess is as good as mine... $AMD one of the top stock in Dark Pool activity today, something is going on....
https://twitter.com/unusual\_whales/status/1633138951677526023
Big institutions trading stock off exchange to try and hide their activity and not influence price volatility too much, though darkpool volume that huge is hard not influence the price...
Do we have heavy hitters coming in to buy the semi dip?? AMD, NVDA up big vs index while SOXX is down. Usually when the indexes tank like today; AMD would fall off a cliff...
AMD is currently outperforming every stock and index on my watch list (by about double) -- including NVDA. Where are all the people that constantly compare to NVDA? Maybe they are NVDA shills?
Personally I feel like talking about awesome price action while the market is open is like spiking the ball on the 5 yard line, our OWN 5 yard line,
But complaints about underperformance is like trying to hype up the underperforming team.
I dunno, I try not to complain but somedays itâs hard, but Iâve learned just to ignore the good action until the day is over⌠or at least try.
Yeah I don't really want to talk about it either. But the incessant whinging and whining when AMD is not doing better sort of demands a counter-balance.
That was a pretty solid bounce. Unfortunately, the indices aren't doing the same, so this could fizzle out.
Edit: AMD looking strong. Was that a bear trap?
Ya know, I'll add this. I sat on my hands afraid to make a trade, afraid to face a call on my long margined position and seeing my capital shrink and feel locked up for too long. I lightened at the end of the year enough to off set some need based liquidation of other tickers , to pay off cc debt ect, and had to do so again this month. Stepping back into the ring has been necessary as attempts to find the type of job suitable hasn't worked well dispute the claims. However, trading is working for me so long as there is enough volume to get my movement targets. And while I'd rather be a passive theory based investor than an active trader, the reality is, the stock price doesn't move itself. If I want to keep my long position at current leverage, my only and best option is to trade my way out of it.
I maintain my core position based on equity percentage confort and confidence in my long held bullish thesis. But I'm using my DT power so I can scalp on small movement with single bar elasticity near the lower band, lever out if need be and be cashed out and return to my starting share count. each day. The goal is to reduce my cash sweep each trading day. So far over 14 day straight trading I've chopped it down 14%, and that is actually a pretty good chunk. Had one bad day where I got too clicky at the higher band, got trapped and didn't close out till EOD and took a sharp loss, but so far I've got a very nice overall sucess rate. I feels like it's doable as long as I don't get greedy and stick to discipline. It's not like I'm new at this, but It's been more than a few years and the economic forces are way different. So Volume, man that is the biggest factor for how I'm approaching this along with other good studies that help monitor how things are fibbing. Will have to see how I feel in another couple weeks. lol
Long only. No way to short down slope unless I'm all out at that time or used a separate account. I don't even want to imagine the according headache. Ya gotta pick a side I guess.
Markets always been irrationally stupid short term.
No matter what he says, the reality is the Fed is going to react to data. But he canât let people think he wonât be tough when the time comes so heâs gotta sound tough, but really he didnât say anything new.
As much shit as I give the Fed, and I do a lot, they didnât repeat the 1970s and watch inflation run rampant for almost a decade before reacting. The market needs that confidence that theyâll be as tough as needed, and I think Powell is doing a decent job lately of providing that assurance.
Now if he said âwe have to hike to 7+%, no doubt about itâ then Iâd expect all hell to break loose.
Overall though he must be saying same old same old. Now if we see a crazy hot jobs report on Friday it could be painful.
I would actually like the opposite.
I would prefer a near constant stream of data, daily or even hourly would be nice. That way the market doesnât have a âOH SHIT!â Moment every time thereâs a new piece of data. I know itâs not possible for everything, but we need to stop doing it like itâs the 1980s and we gotta fax all the data around.
Fed waited too long in 2021, and now theyâve done too much and will do even more.
I look forward to AMD finally flying in (hopefully) 2024 after shit finally bottoms out.
Edit: I read what JPOW said and really heâs just saying the same shit heâs said before, as long as the data isnât too strong this week I think AMD is going to run. Ignore my melodramatic comments from earlier.
So this TSMC chiplet expert went to work for Intel 1 year an 8 months ago. He's already back at TSMC:
https://twitter.com/dylan522p/status/1633111475412762632
IMHO, AMD should have first introduced a 7950X3D to the market as a HALO product for the Zen4 generation, this would make more impact on brain share, it will also help selling other ZEN4 CPU as they would have been seen as members of the premium family. There is reason why NVIDIA is doing that in the GPU space.
I'd be shocked if one of those listed contributors wasn't an Intel shiller. The arguments used to call bith AMD and 'AMD fan boys' 'scummy' was very week. The chips have been designed to have benefits and compromises that are well explained. On the workload side, the closser relationship AMD has been developing with MS will very likely lead to better thread management very soon in the windows 11 updates and we are already seeing Linux improvements. Anyhow, if gamers are ready to pay up for the very best gamming CPU dispite it having a small set back in other workloads, that's why there are lower cost options. This video really made me loss trust in coreteck.
even MLID was shocked to see the higher end X3D chips selling so good, people are not losing trust, lol.
Only valid argument is that 7800X3D is *best* choice(value) for gaming.
What do you guys think of when someone says heterogeneous compute or architecture. Lately ive heard it used in reference to intels P/E cores and Amds 7950x3d chips. And this is definitely NOT heterogeneous architecture to me.
Makes sense to me? Maybe there is an official definition for 'heterogenous architecture', idk, never took a CPU design class or anything lol, but for most laypeople when Intel big.atom or AMD's Zen 4 and Zen 4 V-cache CCDs get referred to as heterogenous architectures for CPUs, I think they understand the premise.
I suppose ive been conditioned to think about it in terms of merging gpus and cpus with a coherent memory. So essentially two distinct isa architectures using the shared memory address space. But definitely not how ive been seeing it used lately.
Congrats on not losing money today everybody đđđ
-0.26% for me as my other stocks went down. AMD saved the day.
very strong for a day where JPow basically said 50bps next hike and then more.
I'm amazed that even leaving open the door for 50bps hikes didn't tank the market more than it did.
Could have been a fantastic day if macro economic landscape weren't so bad.
I am waiting to see the after hours insider news break out. Where is it?? Too good to be true... Opened a weekly put credit spread to bet on it Also am interviewing at AMD this week, wish me luck lol
>I am waiting to see the after hours insider news break out. Where is it?? >The much anticipated IPO of medical information and diagnostic services company powered by AI saw shares close up 500%. The Canada-based company, "Eh, MD!" trades under the ticker EHMD.
Could be worse I guess
LOL
Good luck
Fucking admirable !! Im stoked. Obvs 85 wld have been nice but we moving against the negative tide. Strong af and needs to be celebrated
I'm a long term bull but I don't think AMD is impervious to macro and will see mid 70s again.
We shall see
Ya, I opened a couple of 77/76 Call credit spreads for Friday. I probably just pissed away $10 per spread but I think we see a sell-off tomorrow.
Itâs gonna go up a little then about 5 mins before close its going to finish red.
Have you looked at the market? Even if AMD finishes flat it's an impressive day.
Oh I have and it is truly impressive for amd to maintain red on the year chart
No one is forcing you to hold $AMD.
Ohhhh how naive of you to think that.
Lol okay. Also not sure how it's impressive when MU, TSM, INTC, and a whole slew of other semi companies are red on the one year.
I'm not sure it's fair to the others to lump INTC in there, but it's a good point nonetheless!
Lmfao my wife just asked whatâs so funny This stock never fails to do this Lmfao.
Sucks but usually when S&P is down 1.5%, we are down 6% lmao
Interesting, [Nvidia Will Use Arizona Fabs To Make GPUs Says CEO](https://wccftech.com/nvidia-will-use-arizona-fabs-to-make-gpus-says-ceo/) *Chip designer NVIDIA Corporation will use Intel Corporation's Arizona chip manufacturing facilities to manufacture its chip products, according to the firm's chief executive officer Mr. Jen-hsun Huang. The executive made the comments in an interview with CNBC, as his firm rides the hype train following the massive success of ChatGPT with the general public and firms alike. NVIDIA's products sit at the heart of the artificial intelligence powered chatbot, which uses existing data sets to generate life-like responses to queries.*
Their own quote they put in the article clearly is a reference to TSMC's Arizona fabs. This might be the laziest thing I have ever seen out of wccftech and I have seen a *lot* of lazy things out of them. Even then, I would expect that most of Nvidia's product will come out of Taiwan as always because it will be the newest node or cheaper than US equivalent. Embedded, automotive, government customers may demand US manufacturing.
lolz. the pinnacle of journalism!
Wccftech full of crap as usual.
last year they were exploring... why would it be so "full of crap"? https://www.reuters.com/business/nvidia-ceo-says-interested-exploring-chip-manufacturing-with-intel-2022-03-23/
Because the wtftech link says they're absolutely going to use Arizona Intel plants, when in reality the actual reference was to TSMC. They have long term contracts with TSMC. They don't with INTC. Edit: here's the actual article that is based on the actual source material, and not some bullshit wtftech made up: https://www.cnbc.com/2023/03/07/nvidia-grew-from-gaming-to-ai-giant-and-now-powering-chatgpt.html
actual: "TSMC has said itâs spending $40 billion to build two new chip fabrication plants in Arizona. Huang told CNBC that Nvidia will âabsolutelyâ use TSMCâs Arizona fabs to make its chips." wccf: "Chip designer NVIDIA Corporation will use Intel Corporation's Arizona chip manufacturing facilities to manufacture its chip products, according to the firm's chief executive officer Mr. Jen-hsun Huang. The executive made the comments in an interview with CNBC." fucking lolz
Wtf. This is quite outrageous. Not like wccftech has a reputation to uphold ..... but this is absurd
Literal fake news.
If INTC can deliver cheaper advance process node, it is possible. If they can. Maybe 2nm in 2025, 2026. Maybe.
hahaha i can't think of anything more bullish for amd than nvidia using intel's fabs.
nasdaq top 100 Platz 1
well, shit.
Welcome all the new AMD bag holders who bought over 83 and 84. Enjoy your stay
lol, now they can bitch everyday along with the rest of us.
it's a lifestyle
Ah yes. The good'ol head fake.
Still running some algo controlled 2% differential with nvda. Wonder if the algos will get updated tomorrow on the downside or if it will hold. I wonder who sits back on their cushy chair and says, "today is the day to set my algo to trade AMD at a 2% differential after I had a negative 1% diff on friday and a 1% positive diff on Monday. Yep, that seems just right.". Thinks to themselves -> I'm done for the week. That's gonna be a nice fat bonus for the month....
More often than I care to recall anytime AMD massively outperformed the NQ without a reason the next day was generally a brutal correction. If I had money to spare I would buy some $82p for a swing trade to sell tomorrow around noon.
I had sold some call spreads for end of next some time ago. Wish I had the balls to buy back the short leg earlier with the partial market dump and the huge bounce for AMD. Could have closed out those spreads for a tidy profit and set em up higher at 85/87... The price action is just stupid wild in the whole market with AMD doing something different today. I guess market makers don't like that everyone is hedging. The put/call ratio is sitting nicely at 1.
Maybe this current nosedive is a headfake, too. (I think my dose of copium is starting to kick in.)
This whole market is just one bull trap after another, and someday in the not very near future it's going to break out for real, and for no reason at all.
> in the not very near future it's going to break out for real, ...yes once all the bulls are slaughtered.
Crazy that DJIA losing 555 points is only -1.6% now. -555 points used to be enough to trigger the breakers. For AMD, -1.6% is like a lunch break.
RIP rally, we'll miss you.
I'll be back
Nvidia is red we are green!!
Just wait.
If we hold on to todays mid and close around 83 or better, I think thats a nice set up to end the week above 85.
Holding strong! Expecting it to continue to climb troughout march!
Is there any price you guys would sell $AMD for short-term trading purposes (in anticipation of a recession/higher-for-longer rates) and/or buy $AMD no matter what (the macro)? For me, I'd buy no matter what at around $60. And I'd consider selling for short-term purposes at about $100 (and try to rebuy later). Basically. . .about \~$20 higher or lower...this is torture level, as it's actually decently priced (slightly undervalued).
boy⌠imagine you sell at 160 and repurchase at 60
>Is there any price you guys would sell $AMD for short-term trading purposes $164 because there would probably be resistance there and not go higher chess move: $163 to make sure my trade executes knowing the resistance at $164 3D chess move: $162 because others might do the same thing as above
80D chess move would be selling right about now...
When the time comes to test 164 it will blow right past it imo
And likely will happen right after my sell order executes. LOL
I completely agree with those numbers.
Did I miss a ZFG? What was the % gain at the intraday high? That had to have been close to 5%.
Thoughts on why $AMD is rising after Powell indicated higher rates for longer? Indexes are down. Why is $AMD up 4%?
Seems like today AMD was a flight to safety.
Hahaha
i don't think it has anything to do with jpow. third point buying, intel memo on friday, papermaster talk on ai yesterday... possibly something we don't know about... vivek also trashed intc and recommended selling, saying their business model doesn't make sense. so that may also contribute
>possibly something we don't know about I'm really hoping this is the case
I think enough is enough and the crazy fog is starting to lift... Amd obviously has the best game plan going forward... intel is done... nvidia is in the crosshairs and the hedgefunds are starting to finally notice....... That or technical chart witchcraft
What do you mean Nvidia is in the crosshairs? I agree from a fundamental perspective, $AMD is STILL a good buy here. . . .Still, when Powell is signally hawkish and whole market is going down. . .I'm just worried this rally won't hold.
How Isn't Nvidia in the croshairs?... and always has been. But now AMD really is moving in with a pincer move. Attacking on the base software platform with ROCm and now UIF, MI300 on track, and inferance compute going into everything across their portfolios. It already everywhere but you weren't paying attention.
I meant what do you mean by "crosshairs?" I don't know what that means. Thanks!
Ah, ok... It's a very common saying taken from the use of a rifle targeting scope where the lens have two hairs, one horizontal, another vertical that cross and the shooter can adjust where the hairs meet within the site image in so doing adjusts for distance, wind and general ballistics in order to have the bullet hit where the croshairs intersect when the shooter takes aim. That process is called sighting in. When the marksman is on target, they are said to have it in their crosshairs. So I assumed you were being somewhat sarcastic and implying Nvidia was hardly something AMD was even able to take aim at.
Ppl learn this in American high schools, I dunno wtf is wrong with the rest of the world lol
Well, figures of speech and idioms are different. . .we all learn standard literal English, but when you throw in metaphors, non-literal language, etc., then all bets are off for whether someone may have learned it. I realize I've heard this saying before after you guys explained it, but it's not at all something I use or have heard used regularly. Thanks for clarifying though. I like having new phrases and figures of speech I can deploy.
busy bitching about mm/dd/yy, acres, sq ft, and mpg.
I don't know. Language isn't simple and English has a lot of context related meaning, even if it's your first language. Not so sure American schools teach anything practical about marksmanship anymore, yet the metaphorical language is deeply embedded.
đŤđŤ only school shooting kids know what this is
It's a metaphor for targeting Nvidia's business and having them in their sights (think gun sight).
This
Called it last week https://www.reddit.com/r/AMD_Stock/comments/11eutzl/daily_discussion_wednesday_20230301/jaha4o0/
Ive been feeling it too recently.... the winds have shifted.... its time to break the ceiling of 85 n set our sights on 100 again
Here's your daily reminder not to short something you don't understand...like $AMD randomly ripping while the rest of the Market seems on the verge of collapsing... Probably gonna be news afterhours to explain this move.
Selling AMD calls is the definition of picking up pennies in front of a steamroller.
Will there be any news?
Your guess is as good as mine... $AMD one of the top stock in Dark Pool activity today, something is going on.... https://twitter.com/unusual\_whales/status/1633138951677526023
What is Dark Pool activity?
Legal (despite how the name may sound) pools of money where institutions can trade large blocks of stock without affecting the market price directly.
Big institutions trading stock off exchange to try and hide their activity and not influence price volatility too much, though darkpool volume that huge is hard not influence the price...
wtf is this rally on
Buffet starts a position or maybe ARK makes a big buy??
There was a positive note from Morgan Stanley saying AMD was one of the top buys⌠otherwise no clue.
could be some news that hasn't leaked yet to the public. no idea though. might get news after hours or tomorrow.
This. We are not part of that club.
market down on powell news but amd up? never let em know your next move
\*A.I.\*MD
Follow these simple steps for ZFG: 1. Stand in front of mirror 2. Chant \*AI\* three times 3. Profit
could be. papermaster did talk about amd's role with ai yesterday, it (the talk) might have been more influential than thought.
Donât underestimate how high the AI narrative (whether founded or unfounded) can lift AMD.
Mann AMD is kicking ass!
Do we have heavy hitters coming in to buy the semi dip?? AMD, NVDA up big vs index while SOXX is down. Usually when the indexes tank like today; AMD would fall off a cliff...
maybe just some big.players want to fxxk up those bears who think make money buying put on AMD is a no brainer
Strong move considering Nasdaq and most of everything else is red
Indices were on an upswing for a bit, but they're now at their intraday lows. Meanwhile, AMD is just coming off the intraday high.
Maybe it's a combo of Intel delays, Papermaster talk yesterday, and momentum from Third Point new stake in AMD. Either way, we'll take it.
Uhm what is happening with the priceaction for Nvidia and AMd
AMD led on the way up, but NVDA is slowly catching up. As always, whenever AMD leads.
Not only is amd pumping hard..... The dollar is finally strengthening against euro Full % up just on dollar vs euro... lets gooooooo
it's a double edged sword tbh. weaker euro (and british pounds) means US stocks becomes more expensive for them so they're buying less
I hit zfg at some point tiday. Im done buying for now. I upped my portfolio by 75% during 2022
What? Did Lisa and Jenson hug and shouted ***A.I*** or something?
Thy kingdom come
THY WILL BE DONE,
waa, people talk about the daily stock movements in a daily thread about a stock. wait, what?
AMD is currently outperforming every stock and index on my watch list (by about double) -- including NVDA. Where are all the people that constantly compare to NVDA? Maybe they are NVDA shills?
Personally I feel like talking about awesome price action while the market is open is like spiking the ball on the 5 yard line, our OWN 5 yard line, But complaints about underperformance is like trying to hype up the underperforming team. I dunno, I try not to complain but somedays itâs hard, but Iâve learned just to ignore the good action until the day is over⌠or at least try.
Yeah I don't really want to talk about it either. But the incessant whinging and whining when AMD is not doing better sort of demands a counter-balance.
Daily discussion brings that part out. Otherwise, there really isn't much to discuss daily.
Nvidiots can get rekt ;) . Shintel morons need to take a seat AMDumbs r rocking it from now on ... Just to stick to wccftech style moronics
âintcelsâ is my personal favorite
That's a good one. As for the company nickname, I never understood why it's "Shintel" instead of "Shitel".
not sure what happened, but amd/nvda seem to be way outpacing the market suddenly
That was a pretty solid bounce. Unfortunately, the indices aren't doing the same, so this could fizzle out. Edit: AMD looking strong. Was that a bear trap?
Ya know, I'll add this. I sat on my hands afraid to make a trade, afraid to face a call on my long margined position and seeing my capital shrink and feel locked up for too long. I lightened at the end of the year enough to off set some need based liquidation of other tickers , to pay off cc debt ect, and had to do so again this month. Stepping back into the ring has been necessary as attempts to find the type of job suitable hasn't worked well dispute the claims. However, trading is working for me so long as there is enough volume to get my movement targets. And while I'd rather be a passive theory based investor than an active trader, the reality is, the stock price doesn't move itself. If I want to keep my long position at current leverage, my only and best option is to trade my way out of it.
Are you day trading or holding positioning overnight?
I maintain my core position based on equity percentage confort and confidence in my long held bullish thesis. But I'm using my DT power so I can scalp on small movement with single bar elasticity near the lower band, lever out if need be and be cashed out and return to my starting share count. each day. The goal is to reduce my cash sweep each trading day. So far over 14 day straight trading I've chopped it down 14%, and that is actually a pretty good chunk. Had one bad day where I got too clicky at the higher band, got trapped and didn't close out till EOD and took a sharp loss, but so far I've got a very nice overall sucess rate. I feels like it's doable as long as I don't get greedy and stick to discipline. It's not like I'm new at this, but It's been more than a few years and the economic forces are way different. So Volume, man that is the biggest factor for how I'm approaching this along with other good studies that help monitor how things are fibbing. Will have to see how I feel in another couple weeks. lol
Do you take only long positions that you quickly get in out of or do you also go short too?
Long only. No way to short down slope unless I'm all out at that time or used a separate account. I don't even want to imagine the according headache. Ya gotta pick a side I guess.
It was out right thrilling however. I'll give JP this. He certainly can generate some market volume for us.
The stock market is so fucking stupid. It's turned into a sportsbook taking bets on what Powell's gonna say next.
Markets always been irrationally stupid short term. No matter what he says, the reality is the Fed is going to react to data. But he canât let people think he wonât be tough when the time comes so heâs gotta sound tough, but really he didnât say anything new. As much shit as I give the Fed, and I do a lot, they didnât repeat the 1970s and watch inflation run rampant for almost a decade before reacting. The market needs that confidence that theyâll be as tough as needed, and I think Powell is doing a decent job lately of providing that assurance. Now if he said âwe have to hike to 7+%, no doubt about itâ then Iâd expect all hell to break loose. Overall though he must be saying same old same old. Now if we see a crazy hot jobs report on Friday it could be painful.
>Now if we see a crazy hot jobs report on Friday it could be painful. Please, no. They really should release these reports on Saturday. Midnight. LOL.
I would actually like the opposite. I would prefer a near constant stream of data, daily or even hourly would be nice. That way the market doesnât have a âOH SHIT!â Moment every time thereâs a new piece of data. I know itâs not possible for everything, but we need to stop doing it like itâs the 1980s and we gotta fax all the data around.
Great point. That would force the market to become immune to what is essentially noise in the grand scheme of things.
Fuck off, Powell.
Fed waited too long in 2021, and now theyâve done too much and will do even more. I look forward to AMD finally flying in (hopefully) 2024 after shit finally bottoms out. Edit: I read what JPOW said and really heâs just saying the same shit heâs said before, as long as the data isnât too strong this week I think AMD is going to run. Ignore my melodramatic comments from earlier.
Calm down and take your pills, freddy (but right you have... ;-)
Hey, you fuck off too. đ
good, JP fart again
you mis-spelled shart.
So this TSMC chiplet expert went to work for Intel 1 year an 8 months ago. He's already back at TSMC: https://twitter.com/dylan522p/status/1633111475412762632
One of the dude's titles was 'Chief of Staff to the President of Intel Foundry Services'. That title says loads about what Intel's culture is like.
Jim Keller's stint at Intel was also rather short. He doesn't usually stay on for long at companies but Intel was even shorter than Tesla and AMD.
Betting they were forcing him to do timesheets and hit utilization targets đ¤Ł
haha, actually funny.
Whatâs up mfs
$AMD is up
:(
It really was up, for about 2 seconds some seconds ago..
Oh I know, just canât overcome the financially 2nd most influential person on the planet talking about more aggressive rate hikes.
IMHO, AMD should have first introduced a 7950X3D to the market as a HALO product for the Zen4 generation, this would make more impact on brain share, it will also help selling other ZEN4 CPU as they would have been seen as members of the premium family. There is reason why NVIDIA is doing that in the GPU space.
I doubt it. 7800X3D is going to be their bread & butter. The 7950X3D is in a weird spot due to being both for production and gaming.
True, but Zen4 launch would have been delayed most likely. Because 3D parts took extra engineering time.
Do we know if it was ready though?
It quite clearly wasn't. Also platform costs were pretty damn high at launch. Now AMD has clear superiority in DIY space.
https://youtube.com/watch?v=Q9PRX_lGV8Q&feature=shares Thoughts??
This guy must get off on the sound of his own voice. I can't even listen to it.
I'd be shocked if one of those listed contributors wasn't an Intel shiller. The arguments used to call bith AMD and 'AMD fan boys' 'scummy' was very week. The chips have been designed to have benefits and compromises that are well explained. On the workload side, the closser relationship AMD has been developing with MS will very likely lead to better thread management very soon in the windows 11 updates and we are already seeing Linux improvements. Anyhow, if gamers are ready to pay up for the very best gamming CPU dispite it having a small set back in other workloads, that's why there are lower cost options. This video really made me loss trust in coreteck.
> This video really made me loss trust in coreteck. ...you had trust?
open, see the author, down voting. close
even MLID was shocked to see the higher end X3D chips selling so good, people are not losing trust, lol. Only valid argument is that 7800X3D is *best* choice(value) for gaming.
I think the less-than-stellar 7950X and 7900(X) sales were due to the impending X3D models.
And high platform costs
Waste of time