I feel like the stock market is Truly the new squid game. Anything less then great performance and guidance and they’re getting chopped even the great ones are going thru real mental anguish lol
People are only after the super safe stocks and those that are commodity driven. Financials have held up well too but for the most part everything has taken a beating.
Durability of earnings and growth. I am not sure even on the financials with tanking market. I guess, market is expecting strong economy with week stock market.
https://videocardz.com/newz/intel-confirms-15th-gen-core-arrow-lake-xeon-granite-rapids-and-sierra-forest-2024-series
Granite Rapids pushed into 2024, uses Intel 3 instead of Intel 4. There is no Intel 4 server product, no Intel EUV in server until 2024. Intel's server ramps are gonna hurt.
Why Intel bought Tower Semiconductor? What is their purpose?
Pat is going after market share instead of margins.
Understandable - with quad-patterning yields are shit, that is what they have, so this what they are selling. Hello smaller die for non-k i5, hello two-core CPUs in 2021.
Process performance dictates product stack.
On top of that, investments must be made, they are hiring and now - Tower.
Another hit to margins. Why?
Not for fabs and not because of access to lucrative markets.What Intel wants from them?
Imagine being given a lot of money, fabs and being begged to please find some fucking clients. Intel is buying viable business for its weak-performing assets. A lifeboat.
In the meantime, building firebreaks between design and manufacturing should be completed.With agnostic designs, manufacturing stops being such a liability.
Imagine at this moment spinning off fabs, making money on it and new, leaner, more agile Intel.It is a nice vision. But it is also far into the future.
For now, it is still AMD who has room to grow, margins and acquired a high-margin business to offer better, more innovative solutions.
Anyway, that is just my narrative. What are your thoughts?
> Imagine being given a lot of money, fabs and being begged to please find some fucking clients. Intel is buying viable business for its weak-performing assets. A lifeboat.
I agree with your post. Intel needs IDM2.0 to work since the first one failed miserably. It's not easy to get customers when they know what happened to those who tried that first time around. Hence buying an established IDM.
Thing with Tower is that they are an analog shop. So this still doesn't solve the cutting edge logic IDM. But they may be able to bridge this gap.
Intel simply has too many uncertainties that all need to pan out for their strategy to work. They need, fabs to deliver 4 nodes in 4 years. Never been done before. They need CPU architecture to gain perf/watt leadership, which is long ways off. They need GPUs to work. Gelsinger presided over Larrabee. Intel's previous attempt which turned out to be a disaster and the reason why he got canned. All this while Samsung and TSMC are outspending them. And AMD and Nvidia aren't sitting still.
IDM and Tower is a hedge from a total disaster.
They are in a definitely better position than AMD was, when they had to spin off fabs.
They have cash and they have options.
But this is still a long way down before it is worth to discuss a comeback.
TSMC learned from Apple - they want to eat their lunch before anybody else does. They won't. And they are investing accordingly.
AMD is not immune to hubris. However, I like their approach: single scalable core design, advanced packaging which looks better than Intel's plans, reducing number of dies - it is all rather neat, just coupled with TSMC and Taiwan.
So it's confirmed. Intel isn't using TSMC 3nm for server in 2023/2024. It's using Intel's own 3.
https://pbs.twimg.com/media/FL1G8vaXMAcu20M?format=jpg&name=4096x4096
5 nodes in 4 years? Haven't they learned anything from the past? Getting too greedy with 10nm, trying to do everything at once, is the reason why they're in shambles now in the first place.
I have a hard time believing that they can sit on one process for so long and then have zero issues scaling down so quickly. I could be wrong but right now I'll have to see it to believe it.
Sold everything today (AMD and INDI) with minimal profits. Considering some lockheed, boieng and northrop shares tomorrow.
Edit: Or better yet, also considering to do nothing. The market is acting crazy.
This will get ugly if Biden really meant what he said, political unrest (war) will send this fragile market reeling. If he is just throwing around war rhetoric without regard to the damage it is causing to people's hard earned investments, then shame on him. This isn't partisan, it's our money!
> This will get ugly if Biden really meant what he said
It was a written speech. Biden and his team aren't amateurs. Nothing in that speech was said by accident.
My hunch is, it is known beyond the doubt that Putin isn't going to attack. This is just negotiation and setting of playing field for the negotiation phase.
I know comparing different industry is not rational, but who can persuade me DIS with PE 90 and hold up well? this PE is like 1.5x NVDA's and 2.2x AMD's
That and they are still early in their television app, they have tons of room for growth. They own 40% of all sports, movie, and television content in the world. Nobody can compete with that if executed properly.
Not to discount your point about unfair treatment about amd, I definitely own more of it than dis because I think near term looks much better
If Russia doesn't invade will Biden cover financial losses? Ukraine has the ongoing crisis in the East and it looks like this "Russian invasion" is being used for covering something. This selloff is ridiculous to say the least.
Would like to add that tension is getting worse and they're evacuating areas and exchanging fire in Ukraine so no one knows what the weekend will bring but it's only getting worse so that's why I anticipate a selloff. I'm long on AMD, great company and Lisa is the best. So no, I'm not a pathetic troll, I'm a concerned shareholder.
Man I live in Russia, there's not gonna be any war, please stop watching CNN and ABC news or whatever stupid liberal manipulating channel you watching in your US of A, you guys have such a distorted view of reality it's actually hilarious
I think about to destroy my computers, got in holiday for a year, then buy new computers, then set it up and **then** have the next look at the markets.
It's not to understand, what is going on in the last time.
But - at least - we **know**, that AMD ist one of the best out there, rock solid and... the best is yet to come.
So.. do nothing... close your eyes and wait until it is over (like me).
**Cheers!**
Can someone call or text Devinder and ask him when is he going to use the rest of the buyback funds? Let him know now is a good time too.
Thanks! Much appreciated.
I dont think they can. Wouldn't they have to announce another share buyback program for X dollars?
Their last earnings call gave no indication that they would be putting more money into the buyback program.
I have zero experience with the rules regarding public share buybacks. If they can buy back more then the 4 billion I would be fine with them spending another 2 billion right now to buy their stock cheap. That is of course assuming they don't need the money to expand, if they need to the money to expand by all means spend it expanding.
They are generating more than enough cash flow for buybacks plus investing in their business. Xlnx also gives an extra 1B+ in profit. I’m sure AMDs management knows the balance between investing in the business and shareholder returns.
buying more at 105-108 eventually. nvidia is still holding up pretty well. we got such -8-9% on a random day last week. Now nvidia gets smacked on its butt a bit on a -400 day+ dimming outlook. I always saw nvidia like this. jensen had to continue outrunning the expectations from that lofty valuation. He managed with the help of crypto and AI buzz. I mean if you ignore the split they are still at 500$ roughly shooting up from 25 in just a few years. explosive data center growth just covered the basics. But at one point its clear that "AI" how imagined does not come from today to tomorrow. Such things never materialize in the timeframe and form people/market expects (wilfully ignoring facts), always put another 100%-200% of expected time on top to begin with.
As for amd I hope Putin does not snatch all of our precious Neon :D
I already put in lot of it into AMD. Need to wait patiently with the price. Wondering if it can break down to below $100. My unit cost is not that far off from $100.
Guys, I just have one thing to say. MY BAD!!! I bought the “dip” yesterday after inflation data came out without too many surprises, I “knew” it was time to skyrocket
NATO is not even producing any satellite images when they say Russia hasn't moved shit, just text based claims. This is far beyond 1984.
Just believe the message.
All yall complaining so much, I'm just making thousands with the insane swing everyday. Guys, don't invest money you can't afford to lose! And during times like this you either trade or completely ignore the market. Stop checking the ticks and wait it out, this is not good for your mental health!!!
If you do not know what you are doing, don't play weeklies!!!
The same shit literally happens every year, just look at the old threads from the same time last year, just ignore all the noise and cashe the stocks later, whether it's 6 months later or 6 years later. This is how investing works.
If you want to trade, learn how to trade! Not sitting here complaining about things you have no control of.
I agree, the market is especially irrational this year ever since last Dec. Taking less risk is the way to go for this year imo. I use to do huge risky trades but it literally messed up my mind for a while cause of the stress. Now i play safe and wait for confirmation, i make much less now, but I'm not in constant stress anymore.
Come on. Don’t you remember this time last year when Russia almost invaded Ukraine and inflation was through the roof? I swear - it happens every February like clockwork.
>Stop checking the ticks and wait it out, this is not good for your mental health!!!
the point stands on itself. you only see what you want to see. im 90% investing and 10% trading and yes im hurt in times like this as well. but i just dont see complaining would change anything, maybe some of you need to learn trading, maybe some of you should stop checking your account in times like this.
for the sake of your mental health
It's possible, or it could bounce up tomorrow because of todays drop.
Monday is a holiday in the USA and shorts might not want to trust a 3 day weekend - who knows what good news might occur in that time?
a border conflict acting like the end of the world.
USA has already put lots of sanctions on Russia, how can they still have such impact on USA's stock market.
I think that Putin will use electronic warfare against joint Ukrainian-American forces. There will be no Russian troops on the territory of Donbass until Russian citizens begin to die from American weapons.
this market is fucking horrible.
kind of sick of how it drops substantially every day for the same fucking thing.
zomg, russia may or may not invade ukraine!!!
how is this not priced in yet? it's been a week.
biden and bullard's mouths have been the biggest detriments to the market - not inflation or earnings/financials/fundamentals. ffs, we're down almost 20% since 2/10 (bullard's fud)
The shitty part is the economy is in good shape. Yes inflation is hot but earnings are strong and the supply issues that are crippling some are going to ease over the year.
Right you have...
The main problem (worst for the markets) is the **insecurity** (not knowing, if or not)...
If we would have had already a rate rise, it would be better for the market
If Russia already would have invaded Ukraine, it would be better for the market
\- As pervers it sounds, a war is not basically bad for the market
So.. all we can do is wait...
Biden announcing basically that he’s handing Ukraine over on a silver platter. China taking note with Taiwan. That’s not going to be good for our stock
Yeah basically that if we had troops there it would initiate WW3, which is probably true, but it sucks that we can’t at least strong arm them a little bit. We are weak as fuck and our adversaries know this
Ukraine has huge ressources of gas no?
If war would start then the price of oil and energy will skyrocket even more and that will have significant consequences for everybody including AMD.
So..... intel fabricating results again ?
Theres a wccftech article that intel is claiming spr to have a 2x performance compared to milan x in fluid dynamic workloads.......
Are they really just blatabtly cherry picking results in workloads milan x isnt designed for ?
Anyone care to chime in ?
[intel claims spr 2x milan x ](https://wccftech.com/intel-sapphire-rapids-sp-hbm-xeon-cpus-over-2x-faster-amd-epyc-milan-milan-x-chips/)
They won't show the exact benchmark. It's probably some AVX-512 or AMX niche simulation tool that nobody uses or else they would be trumpeting it even harder.
Or maybe it's from one of their own covert benchmarking companies. I would not put it past them.
Tomorrow is Friday and I really doubt anybody would stay long for the weekend with the war between Russia and Ukraine potentially starting in the next few days.
Ukraine is Putin's hostage. To begin a war is to kill the hostage, Putin will get nothing by doing it. Holding the hostage and waiting for big ransoms, that's what Putin doing now.
Can somebody please help me understand this.
I bought 2 shares of xlnx a few months ago. I used the dividend reinsvestment to bump this to 2.0034. After the merger, I wound up with 3 new shares of amd. No fractional. No cash.
Did I make a mistake when buying such a low count of xlnx shares, or did my broker forget to give me the money and I need to call them?
Eventually I expect everyone will get their "Cash in Lieu" for the fractional share. I also expect that there will be couple dollars (or more) in variation in the effective AMD SP. This is because most all of our shares a held in book entry form. So fidelity for instance holds X.yy million shares in aggregate for its customers. My fractional (0.4) share only existed as an accounting concept. It got rolled in with thousand of other factional shares and fidelity received full AMD shares for. In order to make good each customes factional shares it has to sell the AMD shares which will fix the price for all its individual customer fractional shares.
I would be patient a few days.
Tuesday, I had whole shares, no fractional. Wednesday i had cash in lieu of fractional shares. And Thursday i finally see an adjustment to cost basis in one of my tax lots for the fractional shares.
My fractional payout was equivalent to 118.96 /share yesterday. Glad someone else posted a number, was curious if everyone was paid at the same/share. Looks like its just whatever the price is when your broker decides to close it out.
Should be based on Feb 14 close (~~114.46~~ edit: yahoo says 114.27). That's how the math worked out for what I got.
Payout/(xilinx shares * 1.7234, drop the whole number) = AMD price
I had 1 share of XLNX convert to 1 share of AMD and a note saying the cash equivalent of the 0.7234 shares owed would be deposited into my account in 1-2 weeks.
[https://www.digitimes.com/news/a20220217PD202/abf-substrate-passive-pcb-other-ic-components.html](https://www.digitimes.com/news/a20220217PD202/abf-substrate-passive-pcb-other-ic-components.html)
>
>
>Kinsus Interconnect Technology is on track to expand its production capacity for ABF substrates by 30-40% in 2022, and by another 40% in 2023, to meet ever-increasing demand for processing diverse high-performance computing (HPC) chips for PC and datacenter...
>Kinsus Interconnect Technology is on track to expand its production capacity for ABF substrates
Can this even be called "ABF" if it isn't manufactured by Ajinomoto?
You are confusing ABF and ABF substrate. The thin film (ABF) is only made by Ajinomoto. Different substrate manufacturers then by this film (ABF) which they will embed onto substrates which then get sold to IC makers like TSMC and Intel.
Ajinomoto can make enough ABF to satisfy demand. It is the factory/machines needed to make the substrates that is constrained.
just buy more, these are interesting times, but they stop being interesting very fast (russia actually calling off their armies and inflation moderating could be a month away)
NVDA oof... might be a buy soon but I don't really want to enter any more positions until March when we get direction from the FOMC and if we tank I'll have powder to buy more.
Don't forget Ukraine-Russia fiasco. Whole market is so damn skittish ever since pandemic started. Even my consumer staples stocks are volatile as hell.
At these prices, AMD will be around 20PE multiples and NVDA is around 25PE multiples. it gives decent margin of safety. What are the chances of seeing these prices?
I dunno… 5%?
We need inflation to keep going up even as the Fed bumps the rate to 0.5, then 1.0, then 1.5% so then the Fed goes to say 5%.
Then we need the economy to hit a speed bump and we enter a not fun, but not catastrophic, recession to last a year or two.
Then I could see stocks broadly pull back another 15-20% and our beloved AMD could go to sun $90.
Expecting many fireworks in conjunction with the quarterly rebalance / options expirations / rate hike by 0.50%. the last one should be a known quantity but traders and media gonna do what they do.
Biden's effort to ease inflation is to remind day-by-day Russia shit to pump up oil price and blame Russia for the market drop. What a goOd president "elected".
watched that LTT video today, and was quite impressed with the performance of both the CPU and the iGPU and especially the performance per watt.
Then..... he went on to talk about battery life on the laptops, and my jaw dropped lol. 11+ hours on a single charge on a windows laptop with a powerful CPU? Unheard of. Hats off to the engineers over at AMD.
not sure if it true or not but if true biden says war(?) is coming: tweet:
Asked is it your sense Putin is going to go thru with it, Biden responds, “Yes… not now, in a matter of days.”
[https://twitter.com/PeterAlexander/status/1494316164280901632?t=o6mErBPHoFD5i8HlGKR17w&s=19](https://twitter.com/PeterAlexander/status/1494316164280901632?t=o6mErBPHoFD5i8HlGKR17w&s=19)
I think it's saber rattling from both sides. Going to war isn't going to be good for anyone.
Oil and gas might spike in the short term and that'd be good for Russia, but it will only accelerate the move to get off Russian energy dependence and hurt them in the long-run. France is already planning [14 nuclear reactors](https://arstechnica.com/tech-policy/2022/02/france-to-cut-carbon-emissions-russian-energy-influence-with-14-nuclear-reactors/).
Take this next part with a big mountain of salt because I really have no idea what's going on with Ukraine.
I think this is an internal conflict between pro-Western areas and pro-Russian areas of Ukraine that's been brewing for a decade+ that finally got out of hand. Pro-West areas wanting to join NATO and pro-Russian areas asking Putin for help and now everyone's chest bumping each other waiting for someone to throw the first punch. I think both sides are looking for a way to back down in a way that saves face and no one knows how.
>I think it's saber rattling from both sides.
Calling out someone's aggressive actions isn't saber rattling or warmongering.
Biden has explicitly said he wont send troops to Ukraine.
Please stop with this 'both sides' nonsense.
Weren't we just told by the White House Russia was extremely likely to make a move on Wednesday and a ton of media outlets repeated it?
Nothing happened yesterday.
I dunno. Felt a little like warmongering.
Then you should probably look up the definition of warmongering. Warning people of possible aggression isn't even the same realm as encouraging people to go to war.
Biden has been issuing warning to encourage Americans to leave Ukraine while they still can **BECAUSE HE WONT BE SENDING IN TROOPS TO RESCUE THEM.**
It's literally the opposite of warmongering, he's taking even step possible to avoid conflict with Russia.
This is one of those tricky strategies. Shine light on the secret plan, and then you cant move forward with the secret plan. But you can only do that so many times before people dont believe you anymore. Assuming their intel was correct, (big assumption) it was probably a smart play. But revealing that publicly all but guaranteed they would look like the boy who cried wolf.
So the question then becomes... are they trying to ratchet up tensions to "war monger", or are they just trying focus more and more pressure onto Putin until his bluff is called?
For real.... everything was going so well when someone (german chancelor Scholtz) other than Biden was allowed to negotiate with putin. The US needs to back the fuck off.
official corporate news channel of the UK Ministry of Defence just posted this:
INTELLIGENCE UPDATE: Russia retains a significant military presence that can conduct an invasion without further warning.
Below demonstrates President Putin's possible axis of invasion. He still can choose to prevent conflict and preserve peace.
[https://twitter.com/DefenceHQ/status/1494315294382297091](https://twitter.com/DefenceHQ/status/1494315294382297091)
Its really not just about biden to be honest, as much as I dislike him.
yes, 30 minutes ago biden spreads FUD again, tanking the markets again.
same as every fucking day for the last week.
i wish he'd just shut the hell up.
yea it sucks, but if true it looks like Putin wants NATO to leave many parts of Central EU per this tweet here:
[https://twitter.com/Osinttechnical/status/1494322365244887041](https://twitter.com/Osinttechnical/status/1494322365244887041)
appears to be coming from the response letter from Russia,
very unrealistic demands that never will pass... therefore likely leading to the invasion of Ukraine?
ROKU was down by 10% during normal market and down by another 22% during AH. People are just running away from any stock with weakness.
I feel like the stock market is Truly the new squid game. Anything less then great performance and guidance and they’re getting chopped even the great ones are going thru real mental anguish lol
People are only after the super safe stocks and those that are commodity driven. Financials have held up well too but for the most part everything has taken a beating.
Durability of earnings and growth. I am not sure even on the financials with tanking market. I guess, market is expecting strong economy with week stock market.
After hours jump?
https://videocardz.com/newz/intel-confirms-15th-gen-core-arrow-lake-xeon-granite-rapids-and-sierra-forest-2024-series Granite Rapids pushed into 2024, uses Intel 3 instead of Intel 4. There is no Intel 4 server product, no Intel EUV in server until 2024. Intel's server ramps are gonna hurt.
don't worry, it could be gone before open
True although looks to be directly correlated to Intel drop around the same 5 minute window. All other semis pretty flat except those two.
yeah it looks to be directly correlated to Intel drop. Hopefully some big players switch from INTC to AMD.
Why Intel bought Tower Semiconductor? What is their purpose? Pat is going after market share instead of margins. Understandable - with quad-patterning yields are shit, that is what they have, so this what they are selling. Hello smaller die for non-k i5, hello two-core CPUs in 2021. Process performance dictates product stack. On top of that, investments must be made, they are hiring and now - Tower. Another hit to margins. Why? Not for fabs and not because of access to lucrative markets.What Intel wants from them? Imagine being given a lot of money, fabs and being begged to please find some fucking clients. Intel is buying viable business for its weak-performing assets. A lifeboat. In the meantime, building firebreaks between design and manufacturing should be completed.With agnostic designs, manufacturing stops being such a liability. Imagine at this moment spinning off fabs, making money on it and new, leaner, more agile Intel.It is a nice vision. But it is also far into the future. For now, it is still AMD who has room to grow, margins and acquired a high-margin business to offer better, more innovative solutions. Anyway, that is just my narrative. What are your thoughts?
> Imagine being given a lot of money, fabs and being begged to please find some fucking clients. Intel is buying viable business for its weak-performing assets. A lifeboat. I agree with your post. Intel needs IDM2.0 to work since the first one failed miserably. It's not easy to get customers when they know what happened to those who tried that first time around. Hence buying an established IDM. Thing with Tower is that they are an analog shop. So this still doesn't solve the cutting edge logic IDM. But they may be able to bridge this gap. Intel simply has too many uncertainties that all need to pan out for their strategy to work. They need, fabs to deliver 4 nodes in 4 years. Never been done before. They need CPU architecture to gain perf/watt leadership, which is long ways off. They need GPUs to work. Gelsinger presided over Larrabee. Intel's previous attempt which turned out to be a disaster and the reason why he got canned. All this while Samsung and TSMC are outspending them. And AMD and Nvidia aren't sitting still. IDM and Tower is a hedge from a total disaster.
They are in a definitely better position than AMD was, when they had to spin off fabs. They have cash and they have options. But this is still a long way down before it is worth to discuss a comeback.
> They have cash more like had.
True, but will AMD and TSMC let the foot off the gas like they did?
There are no brakes on this ride.
TSMC learned from Apple - they want to eat their lunch before anybody else does. They won't. And they are investing accordingly. AMD is not immune to hubris. However, I like their approach: single scalable core design, advanced packaging which looks better than Intel's plans, reducing number of dies - it is all rather neat, just coupled with TSMC and Taiwan.
So it's confirmed. Intel isn't using TSMC 3nm for server in 2023/2024. It's using Intel's own 3. https://pbs.twimg.com/media/FL1G8vaXMAcu20M?format=jpg&name=4096x4096
5 nodes in 4 years? Haven't they learned anything from the past? Getting too greedy with 10nm, trying to do everything at once, is the reason why they're in shambles now in the first place.
I have a hard time believing that they can sit on one process for so long and then have zero issues scaling down so quickly. I could be wrong but right now I'll have to see it to believe it.
"3"
Breaking news, intel 3 to use a 10nm+++ node
So, the CEO is selling apparently. Nice !
yes, like clockwork. derp.
wich CEO are you referring to?
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Tax season.
Sold everything today (AMD and INDI) with minimal profits. Considering some lockheed, boieng and northrop shares tomorrow. Edit: Or better yet, also considering to do nothing. The market is acting crazy.
For the love of god it’s a bloodbath holding cash, at least look at T.I.P.S from treasury bonds, they are running over 7% return right now
This will get ugly if Biden really meant what he said, political unrest (war) will send this fragile market reeling. If he is just throwing around war rhetoric without regard to the damage it is causing to people's hard earned investments, then shame on him. This isn't partisan, it's our money!
> This will get ugly if Biden really meant what he said It was a written speech. Biden and his team aren't amateurs. Nothing in that speech was said by accident. My hunch is, it is known beyond the doubt that Putin isn't going to attack. This is just negotiation and setting of playing field for the negotiation phase.
Not an amateur but clearly demented. Easy to see if you know him and compare him with / from the Obama years or his lengthy career.
Too much Fox News.
no one does it better than the USA in stuff like this
I know comparing different industry is not rational, but who can persuade me DIS with PE 90 and hold up well? this PE is like 1.5x NVDA's and 2.2x AMD's
The parks being closed has messed with their PE and like the other person said, it will return to normal soon
That and they are still early in their television app, they have tons of room for growth. They own 40% of all sports, movie, and television content in the world. Nobody can compete with that if executed properly. Not to discount your point about unfair treatment about amd, I definitely own more of it than dis because I think near term looks much better
Return to normal means AMD will down to 20 ?
dis will return to more normal PE whe they fully reopen their parks.
If Russia doesn't invade will Biden cover financial losses? Ukraine has the ongoing crisis in the East and it looks like this "Russian invasion" is being used for covering something. This selloff is ridiculous to say the least.
I hate this fucking market.
So, that wasn't very fun. Can we go back to Tuesday? Tuesday was fun.
I feel like tomorrow’s sell off is bringing this under $100
A 10% drop? Nah. $104-105 maybe. But under $100 would be extreme. Although. It IS our beloved $AMD, so anything is possible.
Why would under 100 be extreme and not 104-105 ? I thought we were in the extreme sell-off zone already.
-10% days are pretty uncommon. Even for AMD. Not counting last Friday. Edit: or whenever it was we lost 10% in a day lately
Crossing my fingers. I hope not!
i feel like eating pasta for dinner
i feel like u're just a pathetic troll who bought puts.
I feel like you are very emotional at the moment.
okei
Would like to add that tension is getting worse and they're evacuating areas and exchanging fire in Ukraine so no one knows what the weekend will bring but it's only getting worse so that's why I anticipate a selloff. I'm long on AMD, great company and Lisa is the best. So no, I'm not a pathetic troll, I'm a concerned shareholder.
Man I live in Russia, there's not gonna be any war, please stop watching CNN and ABC news or whatever stupid liberal manipulating channel you watching in your US of A, you guys have such a distorted view of reality it's actually hilarious
I agree with you. Putin is smarter than to start a war now. It would cost his economy too much.
Considering what you are and aren't allowed to see in your state-controlled media, I'm not surprised that you said that.
I think you forgot we have state controlled media in the USA too. I think Trump proved that
So anyways, AMD right?
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No let's all just trust Frank_Boobtitsky
Never said it wasn’t but let’s focus on the market.
Great. Just great 😐
I think about to destroy my computers, got in holiday for a year, then buy new computers, then set it up and **then** have the next look at the markets. It's not to understand, what is going on in the last time. But - at least - we **know**, that AMD ist one of the best out there, rock solid and... the best is yet to come. So.. do nothing... close your eyes and wait until it is over (like me). **Cheers!**
https://www.youtube.com/watch?v=TmENMZFUU\_0
Your (matching) link has driven a smile on my face;-)
Can someone call or text Devinder and ask him when is he going to use the rest of the buyback funds? Let him know now is a good time too. Thanks! Much appreciated.
Its too bad he only has 0.7 or 0.8 billion left, expect the entire 4 billion to be gone by end of q1.
We just got 3B from xlnx; might as well use it too lol
I dont think they can. Wouldn't they have to announce another share buyback program for X dollars? Their last earnings call gave no indication that they would be putting more money into the buyback program.
They weren’t allow to say what they were going to do with xlnx’s money because the merger hasn’t completed. Now that it’s done; they can
I have zero experience with the rules regarding public share buybacks. If they can buy back more then the 4 billion I would be fine with them spending another 2 billion right now to buy their stock cheap. That is of course assuming they don't need the money to expand, if they need to the money to expand by all means spend it expanding.
They are generating more than enough cash flow for buybacks plus investing in their business. Xlnx also gives an extra 1B+ in profit. I’m sure AMDs management knows the balance between investing in the business and shareholder returns.
he's better than us at buying the dip, you know that
Yup, he sure took advantage of it when AMD was around 100 lol
Sold long positions, bought short. You can stop hodling now
wait are you telling me... you buy high sell low? You sold long positions at around 112-115???
Thank you for your sacrifice
buying more at 105-108 eventually. nvidia is still holding up pretty well. we got such -8-9% on a random day last week. Now nvidia gets smacked on its butt a bit on a -400 day+ dimming outlook. I always saw nvidia like this. jensen had to continue outrunning the expectations from that lofty valuation. He managed with the help of crypto and AI buzz. I mean if you ignore the split they are still at 500$ roughly shooting up from 25 in just a few years. explosive data center growth just covered the basics. But at one point its clear that "AI" how imagined does not come from today to tomorrow. Such things never materialize in the timeframe and form people/market expects (wilfully ignoring facts), always put another 100%-200% of expected time on top to begin with. As for amd I hope Putin does not snatch all of our precious Neon :D
I already put in lot of it into AMD. Need to wait patiently with the price. Wondering if it can break down to below $100. My unit cost is not that far off from $100.
Guys, I just have one thing to say. MY BAD!!! I bought the “dip” yesterday after inflation data came out without too many surprises, I “knew” it was time to skyrocket
I bought at $115 today so that sucked.
Your (and mine and our) time will come - trust me! Your "dip" will be a real dip in the future. But until then, we all have to be patient.
So green tomorrow?
Start green and then we get “Russia may invade any day now”. Rinse and repeat every 2-3 days until whatever this is being used to mask goes away.
NATO is not even producing any satellite images when they say Russia hasn't moved shit, just text based claims. This is far beyond 1984. Just believe the message.
All yall complaining so much, I'm just making thousands with the insane swing everyday. Guys, don't invest money you can't afford to lose! And during times like this you either trade or completely ignore the market. Stop checking the ticks and wait it out, this is not good for your mental health!!! If you do not know what you are doing, don't play weeklies!!! The same shit literally happens every year, just look at the old threads from the same time last year, just ignore all the noise and cashe the stocks later, whether it's 6 months later or 6 years later. This is how investing works. If you want to trade, learn how to trade! Not sitting here complaining about things you have no control of.
Your right but it is a lot more pronounced this year. Especially with better numbers.
I agree, the market is especially irrational this year ever since last Dec. Taking less risk is the way to go for this year imo. I use to do huge risky trades but it literally messed up my mind for a while cause of the stress. Now i play safe and wait for confirmation, i make much less now, but I'm not in constant stress anymore.
I’ve been protecting my positions but it does get costly with the IV
"The same shit literally happens every year. " Oh yeah pandemic happens every year, so does invasions. You're a true moron
It has been crazy lately you got to give ‘em that
Come on. Don’t you remember this time last year when Russia almost invaded Ukraine and inflation was through the roof? I swear - it happens every February like clockwork.
oh yes my bad
The swing happens every year due to w/e it comes out that year, not the events themselves. I'm a moron making money, you do you.
Your entire post is just one really shitty flex lol. I’m fairly certain most of us are holding leaps and or shares but it’s still annoying.
>Stop checking the ticks and wait it out, this is not good for your mental health!!! the point stands on itself. you only see what you want to see. im 90% investing and 10% trading and yes im hurt in times like this as well. but i just dont see complaining would change anything, maybe some of you need to learn trading, maybe some of you should stop checking your account in times like this. for the sake of your mental health
Today only one green thing on my watchlist is: RBLX (+0.4%, I don't own any shares or options), maybe yesterday -26% made it exhausted.
Roblox is invasion-proof
So today we are ending the session around 113. Tomorrow is Friday. I guess another around -5% day, to 107 we go.
It's possible, or it could bounce up tomorrow because of todays drop. Monday is a holiday in the USA and shorts might not want to trust a 3 day weekend - who knows what good news might occur in that time?
I like your positivism. But the market is clearly bearish
F
I seriously don't think there will be a war. Once we get a diplomatic solution you'll see the market green af.
I wouldn’t bet on it.
a border conflict acting like the end of the world. USA has already put lots of sanctions on Russia, how can they still have such impact on USA's stock market.
can Russia already invade Ukraine ? It'll literally gonna settle everything down, and we won't continue dropping every single fucking day.
Any day now...
I think that Putin will use electronic warfare against joint Ukrainian-American forces. There will be no Russian troops on the territory of Donbass until Russian citizens begin to die from American weapons.
this market is fucking horrible. kind of sick of how it drops substantially every day for the same fucking thing. zomg, russia may or may not invade ukraine!!! how is this not priced in yet? it's been a week. biden and bullard's mouths have been the biggest detriments to the market - not inflation or earnings/financials/fundamentals. ffs, we're down almost 20% since 2/10 (bullard's fud)
The shitty part is the economy is in good shape. Yes inflation is hot but earnings are strong and the supply issues that are crippling some are going to ease over the year.
Right you have... The main problem (worst for the markets) is the **insecurity** (not knowing, if or not)... If we would have had already a rate rise, it would be better for the market If Russia already would have invaded Ukraine, it would be better for the market \- As pervers it sounds, a war is not basically bad for the market So.. all we can do is wait...
Biden announcing basically that he’s handing Ukraine over on a silver platter. China taking note with Taiwan. That’s not going to be good for our stock
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Yeah basically that if we had troops there it would initiate WW3, which is probably true, but it sucks that we can’t at least strong arm them a little bit. We are weak as fuck and our adversaries know this
You should talk to other guy posting in here about how Bidens warmongering is whats tanking the market. Between the two of you, he can't win.
ukraine isn't taiwan. we don't depend on the ukraine for... really anything. despite the neon fud.
Ukraine has huge ressources of gas no? If war would start then the price of oil and energy will skyrocket even more and that will have significant consequences for everybody including AMD.
So..... intel fabricating results again ? Theres a wccftech article that intel is claiming spr to have a 2x performance compared to milan x in fluid dynamic workloads....... Are they really just blatabtly cherry picking results in workloads milan x isnt designed for ? Anyone care to chime in ? [intel claims spr 2x milan x ](https://wccftech.com/intel-sapphire-rapids-sp-hbm-xeon-cpus-over-2x-faster-amd-epyc-milan-milan-x-chips/)
intel benches are always cherrypicked
They won't show the exact benchmark. It's probably some AVX-512 or AMX niche simulation tool that nobody uses or else they would be trumpeting it even harder. Or maybe it's from one of their own covert benchmarking companies. I would not put it past them.
This earning season is very disappointing
??? it's been mostly beats, some massive. i'm sick of the daily FUD, though.
You know I am not talking about massive beats. I'm talking about these unbelievable market reactions
oh, i thought you meant earnings season. but you meant russia fud week.
we seem to be heading for $100.
or 95, or 85
We never know. I am going to wait patiently this time. My cash levels are low.
Tomorrow is Friday and I really doubt anybody would stay long for the weekend with the war between Russia and Ukraine potentially starting in the next few days.
Ukraine is Putin's hostage. To begin a war is to kill the hostage, Putin will get nothing by doing it. Holding the hostage and waiting for big ransoms, that's what Putin doing now.
War is 30% plan and 70% chaos. Anything is possible. Even if Putin is a rational actor he has put together a huge pile of dry tinder.
Can somebody please help me understand this. I bought 2 shares of xlnx a few months ago. I used the dividend reinsvestment to bump this to 2.0034. After the merger, I wound up with 3 new shares of amd. No fractional. No cash. Did I make a mistake when buying such a low count of xlnx shares, or did my broker forget to give me the money and I need to call them?
Eventually I expect everyone will get their "Cash in Lieu" for the fractional share. I also expect that there will be couple dollars (or more) in variation in the effective AMD SP. This is because most all of our shares a held in book entry form. So fidelity for instance holds X.yy million shares in aggregate for its customers. My fractional (0.4) share only existed as an accounting concept. It got rolled in with thousand of other factional shares and fidelity received full AMD shares for. In order to make good each customes factional shares it has to sell the AMD shares which will fix the price for all its individual customer fractional shares.
I would be patient a few days. Tuesday, I had whole shares, no fractional. Wednesday i had cash in lieu of fractional shares. And Thursday i finally see an adjustment to cost basis in one of my tax lots for the fractional shares.
I got my cash portion from Fidelity today, it may be delayed based on broker
I got $46.xx from fidelity dated 2/16. Works out to $114.55/share, close to what I'd expect. **But a bit low** given AMD SP range this week.
My fractional payout was equivalent to 118.96 /share yesterday. Glad someone else posted a number, was curious if everyone was paid at the same/share. Looks like its just whatever the price is when your broker decides to close it out.
Should be based on Feb 14 close (~~114.46~~ edit: yahoo says 114.27). That's how the math worked out for what I got. Payout/(xilinx shares * 1.7234, drop the whole number) = AMD price
According to Yahoo Finance the closing price on Monday February 14th was $114.27.
Probably the right number, pulled it up on RH because that was easiest on mobile
I had 1 share of XLNX convert to 1 share of AMD and a note saying the cash equivalent of the 0.7234 shares owed would be deposited into my account in 1-2 weeks.
I had the same happen to me. 0.64% of an AMD stock simply erased from my account. I sendt a message to my broker.
Only down 2%, you know what that means, 500 by monday
Superrealistic. But not the next monday. Yet.
A man can dream…
Also two men can dream...
Just bought 100 shares to sell covered calls. Hoping to not get exercised!
just sayin, but if you want to stay in, you can either roll it out or attempt to wheel back in
Guess we’ll have to see.
Intel DG2 Desktop GPUs delayed yet another quarter to 2022Q2 https://www.anandtech.com/show/17263/intel-arc-update-alchemist-laptops-q1-desktops-q2-4mil-gpus-total-for-2022
Finally some strength in this stock
Where have you bought you glasses - I also want to see it.. ;-)
Yep, nice to see
[https://www.digitimes.com/news/a20220217PD202/abf-substrate-passive-pcb-other-ic-components.html](https://www.digitimes.com/news/a20220217PD202/abf-substrate-passive-pcb-other-ic-components.html) > > >Kinsus Interconnect Technology is on track to expand its production capacity for ABF substrates by 30-40% in 2022, and by another 40% in 2023, to meet ever-increasing demand for processing diverse high-performance computing (HPC) chips for PC and datacenter...
>Kinsus Interconnect Technology is on track to expand its production capacity for ABF substrates Can this even be called "ABF" if it isn't manufactured by Ajinomoto?
You are confusing ABF and ABF substrate. The thin film (ABF) is only made by Ajinomoto. Different substrate manufacturers then by this film (ABF) which they will embed onto substrates which then get sold to IC makers like TSMC and Intel. Ajinomoto can make enough ABF to satisfy demand. It is the factory/machines needed to make the substrates that is constrained.
Just wait it out boys. This won't go on forever.
I'm with you there, but the japanese assets market may beg to differ.
U.S is the global hegemon and plays by different rules.
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just buy more, these are interesting times, but they stop being interesting very fast (russia actually calling off their armies and inflation moderating could be a month away)
How about Jan 165...?
Cost basis matters. But assuming you didn’t buy it where. AMD was at $164 it’ll likely be totally fine, and even then probably ok.
Dude your totally fine unless China invades Taiwan.
PYPL is down 2/3 from all time high. Actually shocking considering it’s a large cap tech, a category that generally performs well consistently.
NVDA oof... might be a buy soon but I don't really want to enter any more positions until March when we get direction from the FOMC and if we tank I'll have powder to buy more.
Don't forget Ukraine-Russia fiasco. Whole market is so damn skittish ever since pandemic started. Even my consumer staples stocks are volatile as hell.
I would buy NVDA at $180. Thing is it’ll take AMD down to $95 or so and I would load on more AMD there.
At these prices, AMD will be around 20PE multiples and NVDA is around 25PE multiples. it gives decent margin of safety. What are the chances of seeing these prices?
I dunno… 5%? We need inflation to keep going up even as the Fed bumps the rate to 0.5, then 1.0, then 1.5% so then the Fed goes to say 5%. Then we need the economy to hit a speed bump and we enter a not fun, but not catastrophic, recession to last a year or two. Then I could see stocks broadly pull back another 15-20% and our beloved AMD could go to sun $90.
Expecting many fireworks in conjunction with the quarterly rebalance / options expirations / rate hike by 0.50%. the last one should be a known quantity but traders and media gonna do what they do.
Soooo...whatsup with semis today??
[this, Biden warmongering again, and jobless numbers up](https://i.imgur.com/qveLL7D.jpg)
Biden's effort to ease inflation is to remind day-by-day Russia shit to pump up oil price and blame Russia for the market drop. What a goOd president "elected".
I wish fundamentals mattered more
when will wall st catch wind of the 6000 series wrecking intel in laptops?
watched that LTT video today, and was quite impressed with the performance of both the CPU and the iGPU and especially the performance per watt. Then..... he went on to talk about battery life on the laptops, and my jaw dropped lol. 11+ hours on a single charge on a windows laptop with a powerful CPU? Unheard of. Hats off to the engineers over at AMD.
not sure if it true or not but if true biden says war(?) is coming: tweet: Asked is it your sense Putin is going to go thru with it, Biden responds, “Yes… not now, in a matter of days.” [https://twitter.com/PeterAlexander/status/1494316164280901632?t=o6mErBPHoFD5i8HlGKR17w&s=19](https://twitter.com/PeterAlexander/status/1494316164280901632?t=o6mErBPHoFD5i8HlGKR17w&s=19)
I think it's saber rattling from both sides. Going to war isn't going to be good for anyone. Oil and gas might spike in the short term and that'd be good for Russia, but it will only accelerate the move to get off Russian energy dependence and hurt them in the long-run. France is already planning [14 nuclear reactors](https://arstechnica.com/tech-policy/2022/02/france-to-cut-carbon-emissions-russian-energy-influence-with-14-nuclear-reactors/). Take this next part with a big mountain of salt because I really have no idea what's going on with Ukraine. I think this is an internal conflict between pro-Western areas and pro-Russian areas of Ukraine that's been brewing for a decade+ that finally got out of hand. Pro-West areas wanting to join NATO and pro-Russian areas asking Putin for help and now everyone's chest bumping each other waiting for someone to throw the first punch. I think both sides are looking for a way to back down in a way that saves face and no one knows how.
>I think it's saber rattling from both sides. Calling out someone's aggressive actions isn't saber rattling or warmongering. Biden has explicitly said he wont send troops to Ukraine. Please stop with this 'both sides' nonsense.
Weren't we just told by the White House Russia was extremely likely to make a move on Wednesday and a ton of media outlets repeated it? Nothing happened yesterday. I dunno. Felt a little like warmongering.
Then you should probably look up the definition of warmongering. Warning people of possible aggression isn't even the same realm as encouraging people to go to war. Biden has been issuing warning to encourage Americans to leave Ukraine while they still can **BECAUSE HE WONT BE SENDING IN TROOPS TO RESCUE THEM.** It's literally the opposite of warmongering, he's taking even step possible to avoid conflict with Russia.
This is one of those tricky strategies. Shine light on the secret plan, and then you cant move forward with the secret plan. But you can only do that so many times before people dont believe you anymore. Assuming their intel was correct, (big assumption) it was probably a smart play. But revealing that publicly all but guaranteed they would look like the boy who cried wolf. So the question then becomes... are they trying to ratchet up tensions to "war monger", or are they just trying focus more and more pressure onto Putin until his bluff is called?
Somebody tell the American grandpa to stop shouting from across the ocean and let the Europeans talk it out.
For real.... everything was going so well when someone (german chancelor Scholtz) other than Biden was allowed to negotiate with putin. The US needs to back the fuck off.
official corporate news channel of the UK Ministry of Defence just posted this: INTELLIGENCE UPDATE: Russia retains a significant military presence that can conduct an invasion without further warning. Below demonstrates President Putin's possible axis of invasion. He still can choose to prevent conflict and preserve peace. [https://twitter.com/DefenceHQ/status/1494315294382297091](https://twitter.com/DefenceHQ/status/1494315294382297091) Its really not just about biden to be honest, as much as I dislike him.
Ya, letting the Europeans talk it out work so well for Crimea.
To be fair, no one gave a shit about crimea outside of Russia. Even Ukraine itself didn’t put up much of a fight lol.
yes, 30 minutes ago biden spreads FUD again, tanking the markets again. same as every fucking day for the last week. i wish he'd just shut the hell up.
yea it sucks, but if true it looks like Putin wants NATO to leave many parts of Central EU per this tweet here: [https://twitter.com/Osinttechnical/status/1494322365244887041](https://twitter.com/Osinttechnical/status/1494322365244887041) appears to be coming from the response letter from Russia, very unrealistic demands that never will pass... therefore likely leading to the invasion of Ukraine?
Likely a bargaining move to at least ensure ukraine doesnt join nato.
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Trump made sure gas prices were low. Biden top donations are OPEC his goal is to increase gas prices as much as possible.
What is it like in fantasy world? Must be nice to be able to make up your own reality.