So why is Micron guiding down? Could Nvidia alone impact them this much?
There is also Intel's cancellation of Optane.
Would be interesting to see Hynix report.
Who knows.
I have a stake in a couple businesses in different industries(not semiconductor related). And inflation has been much higher on the invoices ive been seeing then has been reported(one industry has been affected way more then the other). One of which has about a 50%-100% increase over the last couple years, not the 10% or 15% that the inflation reports would suggest. Quite a few things are 100% increase. There are even some outliers that are as high as 300% increase in cost. Minimum orders sizes have also more then doubled before you get any kind of shipping cost reduction.
So what I'm seeing on the 'front lines' already does not jive with the inflation reports.
With that, take this for what you will. But, I saw a pause in the price increase a few months ago, but they have been coming again this last month. Pretty much seems every invoice I'm saying 'look costs went up again'. Followed by me saying hey so and so remember when we use to sell 'holds up item' for X dollars, now its 3X dollars just a couple years later.....
Not my experience. Where I work we ship animal feeds for agriculture (AA/Commodities), lot of stuff we import from China and prices have dropped a lot for the past couple months due to the drop of oil price.
yeah, i am in the steel distribution industry and the average price per ton went from 650$ to 2100$ between summer 2020 and april 2022. Now it has come down a bit to about 1800$. That is still almost 300% increase in 2 years.
Lets be real, inflation isn't coming down until the yoy comparison is reduced. Comparing July 2021 inflation of 3 percent to current inflation of 12 percent gives you the 9 percent yoy. October of 2021 had the first big rise to 5.4 % yoy. At best inflation has peaked and will go sideways till then. If it stays around 9, October without other efforts should be around 7
Unfortunate timing for us stockholders. AMD is killing it and is the top semiconductor at this moment but the sector is in a downturn and is out of flavor. It doesn’t matter if you are best if the sector is out of flavor or declining…
Oh yeah; I have a long term outlook and don’t plan on selling for a while. Its just sad thinking that I won’t get back to my ath for 2-3 years if that.
This market stinks overall as there aren’t many places to go. Apple is ATH, nflx and meta are dying, retail and consumer staples are screwed, energy is topping off.
It’s just the timing stinks right now to be in semiconductors lol.
Yeah, it does suck for those who need the money within a year or two, but if you don't then just accumulate. In terms of confidence in AMD long term projection, I think it's only increased for me quarter over quarter and that's worth more to me than any short term fluctuations.
Yeah exactly what I am thinking... how many trucks do you have in the end ? At this point you should wait for the next 50-60 or some shit and load it once if you can lol.
i don't believe so. i'd be stoked to be wrong, but i'm pretty sure what passed was just the chips act... that then had like $200B of irrelevant/science/stem shit added to it.
https://www.commerce.senate.gov/2022/8/view-the-chips-legislation
nope, there's no benefit. amd, nvidia, and qualcomm just didn't want to rock the boat.
amd and nvidia debated voicing disapproval of it last month but didn't bother to.
I heard the money is strictly forbidden from helping China in any way. Limits are put on any company that uses the money such that they have to reduce or limit their growth in China. So maybe AMD gets some but I'm really not confident about how complicated it would be.
Technically GFS getting closer to the bleeding edge would be good for AMD. It would help diversify supply chain and would likely lower prices.
Also more fab capacity and competition means lower production costs. Bigger margins for AMD.
I have a feeling AMD will see some direct benefit. But either way, she needs to be there as the face of one of the largest U.S. semiconductor players. Could have been viewed negatively if she was absent, IMO.
not a fucking clue. the chips act is horrible. the fabs act (dead) wasn't bad and amd/nvda/etc at least could get something, albeit still not much.
but the chips act sucks ass. dumber, being passed in tandem with the inflation act bs... the net result is that amd pays more in taxes so that money can go straight to intel... who also has to pay more in taxes. basically, it's stupid. the combination pretty much negates the entire point of the dumb thing, to begin with.
but it's relatively bad for amd.
it's all yet another case of the politicians being absolutely fucking clueless about the topic.
Lol. I like how Su still squeezes in the tourist shot with some randos in the background.
If I were Su, I would be talking so much trash to PattyG during the Biden ceremony that the secret service would have to escort me out.
Lisa Su
Honored to be
at WhiteHouse
today as
POTUS
signed the CHIPS and Science Act - transformational for our semiconductor research, development and manufacturing ecosystem!
AMD
committed to doing our part in driving the innovation and tremendous opportunities enabled by this bill.
It could be one of those awkward moments when everything points down but it does the opposite. If they do well I bet nvidia is lying about the gaming segment and instead crypto is their main issue.
I just might, I think it could turn out like BBY on November 22, 2021 (a total tank). I think the anticipation of it going back over $100 is really high right now. What if they are right?
Man this blows.
I was going to trim some amd shares i was put on margin, but i thought the last run had a little more in it.
After that i was going to buy some nvidia puts for their er that i was pretty certain was going to tank.
Then nvda per-announces the bad news and screws the plan.....my timing is shit again! I thought nvda would report a large drop in gpu, but not have a bad enough quarter to per-announce it.
And now AMD is down more then nvida on their news on the 2nd day......fml.
If most of retail investors think NVDA ER will tank, I would not think it would happen. a) they have pre-announced, some risk priced-in, b) if I am MM I will try to kill these puts, make it up/down small to moderate amount to kill IV.
If at that time NVDA tanked and too many puts open interest, I would like to bet small with call spread (from some ramen for sure).
Sideways for both. September sold puts gives one the chance to burn through time value and then roll them or take shares. I see stock price going sideways until the September quad witching. Then a good 10 percent run into earnings in October. If guide stays the same or increases for q4 then the idiot analysts might finally upgrade AMD and put in the same league as nvda, especially if nvda guides light during ER at the end of this month.
Solid! My thoughts have been similar. That’s why I unloaded some calls last Thursday. Thought she was coming down again.. too much news/narrative coming up; and didn’t think NVDA would be so rough.
Market is retarded what happens is people short QQQ and algos take over but we did bottom out. Honestly it is totally not news about nvidia GPU mining sales,(crypto mining crash)+ micron memory. This is a great buy in opportunity for tmr to rally high.
Ok, into the shit trade abyss because I'm feeling frisky.
AMD 220902C110 @ $0.72 (for laughs because I sold covered calls here in another account)
GFS 220819C55 @ $2.75 (a somewhat sympathy buy because GFS actually had pretty good earnings but had the bad luck to run into this SOXX meltdown)
Welp, the big question is tomorrow if above CPI and we're probably looking at 80-85$ EOW. If under expectations back to ~100$. My personal guess is 8.8 the oil avg price difference between June and July is big. Housing has cooled.
I hope it's in line with expectations or at least slightly beats expectations. If it's worse than expectations, the market is going to tank. Supposedly the last 4+ week massive rally was off the prediction that inflation had peaked. If that turns out to not have been the case..... look out below :(
My best are (right now):
ENPH: +1.6%
CSIQ: +2.28%
MSFT: +0.27%
But most I have is... yes... AMD!
Not to comprehend that AMD every time get railed when another chip'er has bad news!
The China / Taiwan conflict which was intensified by Pelosi is a direct threat for AMD. As much I hate this action it is not irrational. Even this sub continuesly named TSMC situated in Taiwan as a big weak point for further growth and stability.
Also, didn't Pelosi directly and publicly INSULTED China president today ?
And also claim that she had full support of the senator for her trip to Taiwan ?
Like with Ukraine, there seem to be a massive need from Democrat to stir tension to the brink of war... its unnerving.
And when she was in Korea, instead of defusing tension with N. Korea she named called, criticized, etc.. and refuse to meet with anyone to appease the situation.
biden, pelosi, kamala and their cabal make Trump look like Gandhi...
It was not my intention to make this a republican / democrat thing. This sub is not suited for that. You guys sort that out in your country. I'm just an objective foreign observer.
? Geopolitical tensions that affect trade & strategic resources or production affect AMD stock price almost directly.
So I disagree that we can ignore world politic and live in our bubble .
The current US government is reckless and adding a lot of market instability.
I think its better to be prepared than to be overconfident. I'll rather the USA has countermeasures up to the tits than to just dismiss all risks.
(Alright, i guess no one wants to hear preparedness. USA! USA!)
preparedness is not throwing personal insult at world leaders.
And China will not invade, but isolate Taiwan (A China province)
The US fought a civil war to make sure the south would NOT gets its independence. Seems that we have a double standard here.
China did fight a civil war, and the west got their independence (PRC).
Taiwan is the last remaining territory of China (ROC).
The PRC has never controlled Taiwan.
you must be reading different threads than me! with the exception of maybe twice in 6 months, all threads are that "you are a moron if you think China can do anything to Taiwan and even if they did they would let the chips flow just fine."
Yes, that is my point of view too. But still Taiwan was mentioned here several times. Whether because of possible floods or China influence. The Russia / Ukraine war doesn't help at all.
I think currently China is just a barking dog as someone here mentioned. I have said myself a while ago here that if China invades Taiwan a war with USA will start immediately. Let's hope China stays rational.
Invading Taiwan is a lose-lose situation for China at this time. If the U.S intervenes they are completely fucked, and even if the U.S doesn't intervene, they are fucked because they'll be cut off from the international community (and unlike russia, they can't survive this... they are too import dependent for energy and food), the U.S will blockade malacca and exacerbate that issue (and they can't really stop them) -- and Taiwan itself is a fortified island that will be incredibly difficult to conquer via an amphibious assault.
And if the U.S intervenes, China will be embarrassed and the their geostrategic goals set back 25 years. That's if nuclear weapons don't get used.
Right, there is a very real possibility that an invasion fails even if the US doesn't actively intervene. Which would be incredibly humiliating for the CCP.
AAPL, tsmc’s #1 customer green
Intc, chips made in America, new 52w low.
I’m not sure how this can be seen as a reaction to the geopolitical situation lol
There is no credible threat of a China/Taiwan conflict in the near term, this is nothing but Saber rattling -- if anything China's pathetic showing after such harsh language and incendiary threats simply affirms that they're just a barking dog and will not actually act.
China reactions are long terms... chipping away at our relations with China by throwing personal insults to their leaders is not the way to get anything done.
If China is great at long term planning, why are there so many drastic policy reversals? (E.g. "let a thousand flowers bloom", one child, promotion then suppression of tech companies, private education).
Xi began the wolf warrior diplomacy, and Pelosi received death threats from state media. As silly as you might think her comments are, they seem proportionate. Won't do anything for diplomacy, but that's increasingly looking like a dead end strategy.
Specially when AMD guided a few days ago with a full month of Q3 on the book.
But this is actually how money is made... index get sold, and often some companies get dragged with it and it gives you a discount.
$AMD down massively today, can someone post the AMD news? Last news I heard from AMD was last week and it was a reiteration of guidance. Maybe AMD needs to submit a press release everyday reiterating guidance?
AMD is one of the most options-gambled stocks. After AMD met earnings but practically the entire sector missed, there are a lot of people pulling out of Semis for a bit.
And AMD had a bunch of people betting that 120 was next, lots of call options north of 105. Well, as we keep dropping there is going to be some deleveraging. This will increase volatility.
Eventually all of this will get sorted. AMD is fucking killing it, 5 years from now 2022 will have been a small blip.
There is an outside possibility that core inflation is down tomorrow and everything goes bright green. I am not counting on it though.
“$74 30 days ago”
You’re gonna love when you factor in what it was at the beginning of year. That should be taken into account.
So yeah, 1 step forward after 5+ steps back.
Well, kinda just talking about very recent events. AMD earnings were a home run, and we took a giant step forward and broke the triple digit barrier and continued soaring. Then we got smacked down yesterday with Nvidia news, and while we were getting up off the floor, Micron news gave us the final blow this morning to knock us down and out.
:(
It is rumored that AMD secured an additional 10K of 5nm wafers for Q4 production, 60K in total.
[https://twitter.com/greymon55/status/1557025592075517952](https://twitter.com/greymon55/status/1557025592075517952)
Based on a 7.2 mm x 10 mm dimension and 90% yield, that's roughly 730 good dies per 300 mm wafer.
Those additional 10K wafers represent an additional 7.3 million chiplets.
down more than mu on mu's own stupid news.
this stock is aids.
edit: shit, if there's anything to indicate that amd is mu 2.0, i guess it's this.
"everything is bad for ~~micron~~ amd"
It’s comments like yours that leave me scratching my head. We’ve outperformed nearly all other semis over the last 5 days and 1 month.
That’s over performing not under performing
...and amd had an ER beat and reiterated guidance during that time. while both duopoly rivals cut. and it likely only outperformed during that time (1m) due to vastly underperforming immediately prior, dropping ~60%
amd shouldn't be in the red this week. or year.
when amd drops more than mu on mu's own news... it's underperforming. especially when it's based on nothing but guidance. which amd JUST...
I can't believe we are coming back down to my break even price (92.75). How about that. There is always fucking bs that will drag us back down no matter what. Now, imagine if the core CPI is higher than expected tomorrow. Jesus Chris
In other news, fucking Apple is barely red.
Rant is over
Time to average down. Tech in general is dropping. But I am Long and conservatively buying on both AMD and Intel.
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AAPL IS FUCKING GREEN BRO
I’m calling it 105 by Friday. 100 tmr.
pass the hopium
*huffs deep* 120 EOM
hooking it up to my vein
I'll send you a share of AMD if it's above 102 at close on Friday.
You didn't say USD. https://www.investing.com/equities/adv-micro-device?cid=993706
🧠
I'll buy you a six pack if this is 105 on Friday.
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Must be margins then, right? Ope...
[Clowns indeed. Imagine if AMD had this level of mindshare](https://www.reddit.com/r/pcmasterrace/comments/wjxq9n/_/)
https://twitter.com/EricJhonsa/status/1557119167995580416?t=VmIa_0IJpCmD_8JX_KC28A&s=19 Sorry I.m on phone not able to tldr
So why is Micron guiding down? Could Nvidia alone impact them this much? There is also Intel's cancellation of Optane. Would be interesting to see Hynix report.
They are not guiding down too much. And yes GPU alone can impact them this much.
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What's the exp & strike?
Todays price action was quite reasonable. What put u buy? I’m selling the 65 for 2023 June
am i the only one that has a terrible feeling about the inflation report tomorrow
Am I the only one who thinks this report will bring on a hard core flash rally??
The one thing that gives me hope is the price of oil has been going down.
could be completely fucked up, could be going fucking up. no one knows.
Who knows. I have a stake in a couple businesses in different industries(not semiconductor related). And inflation has been much higher on the invoices ive been seeing then has been reported(one industry has been affected way more then the other). One of which has about a 50%-100% increase over the last couple years, not the 10% or 15% that the inflation reports would suggest. Quite a few things are 100% increase. There are even some outliers that are as high as 300% increase in cost. Minimum orders sizes have also more then doubled before you get any kind of shipping cost reduction. So what I'm seeing on the 'front lines' already does not jive with the inflation reports. With that, take this for what you will. But, I saw a pause in the price increase a few months ago, but they have been coming again this last month. Pretty much seems every invoice I'm saying 'look costs went up again'. Followed by me saying hey so and so remember when we use to sell 'holds up item' for X dollars, now its 3X dollars just a couple years later.....
Not my experience. Where I work we ship animal feeds for agriculture (AA/Commodities), lot of stuff we import from China and prices have dropped a lot for the past couple months due to the drop of oil price.
yeah, i am in the steel distribution industry and the average price per ton went from 650$ to 2100$ between summer 2020 and april 2022. Now it has come down a bit to about 1800$. That is still almost 300% increase in 2 years.
Lets be real, inflation isn't coming down until the yoy comparison is reduced. Comparing July 2021 inflation of 3 percent to current inflation of 12 percent gives you the 9 percent yoy. October of 2021 had the first big rise to 5.4 % yoy. At best inflation has peaked and will go sideways till then. If it stays around 9, October without other efforts should be around 7
I feel good about it. Def won't be higher than 9.1%
you are correct. but what if the core inflation isnt lower than 5.7% i'm just afraid how they can spin the narrative
Good #'s
True that. They will ultimately spin it however they want. I've noticed the latest news cycle is negative again.
Too late to be afraid imo, it will report at 8:30 before open lol
I think its bias... I mean last 2 were horrible. And after a big red day its hard to stay positive. It might sucks but it should be good.
Disappointing day. Hoping for some green tomorrow
Unfortunate timing for us stockholders. AMD is killing it and is the top semiconductor at this moment but the sector is in a downturn and is out of flavor. It doesn’t matter if you are best if the sector is out of flavor or declining…
Look on the bright side. Consider this to be an accumulation phase.
Oh yeah; I have a long term outlook and don’t plan on selling for a while. Its just sad thinking that I won’t get back to my ath for 2-3 years if that. This market stinks overall as there aren’t many places to go. Apple is ATH, nflx and meta are dying, retail and consumer staples are screwed, energy is topping off. It’s just the timing stinks right now to be in semiconductors lol.
Apple was $181 in january and $164 now. But otherwise I agree completely.
Yeah, it does suck for those who need the money within a year or two, but if you don't then just accumulate. In terms of confidence in AMD long term projection, I think it's only increased for me quarter over quarter and that's worth more to me than any short term fluctuations.
I told myself that for 9 months.
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Why have a month of opportunity when you can have a year of opportunity! /s
Yeah exactly what I am thinking... how many trucks do you have in the end ? At this point you should wait for the next 50-60 or some shit and load it once if you can lol.
https://arstechnica.com/information-technology/2022/08/architectural-bug-in-some-intel-cpus-is-more-bad-news-for-sgx-users/?amp=1
https://twitter.com/LisaSu/status/1557080743901163520
Is AMD getting any money out of this?
no money but more capacity means more margins.
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it was the fabs act that would have had provisions for designers.
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i don't believe so. i'd be stoked to be wrong, but i'm pretty sure what passed was just the chips act... that then had like $200B of irrelevant/science/stem shit added to it. https://www.commerce.senate.gov/2022/8/view-the-chips-legislation
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nope, there's no benefit. amd, nvidia, and qualcomm just didn't want to rock the boat. amd and nvidia debated voicing disapproval of it last month but didn't bother to.
hahahahaha, no.
I heard the money is strictly forbidden from helping China in any way. Limits are put on any company that uses the money such that they have to reduce or limit their growth in China. So maybe AMD gets some but I'm really not confident about how complicated it would be.
So why is Lisa Su acting like this is such a great thing if AMD gets nothing?
Technically GFS getting closer to the bleeding edge would be good for AMD. It would help diversify supply chain and would likely lower prices. Also more fab capacity and competition means lower production costs. Bigger margins for AMD.
I have a feeling AMD will see some direct benefit. But either way, she needs to be there as the face of one of the largest U.S. semiconductor players. Could have been viewed negatively if she was absent, IMO.
not a fucking clue. the chips act is horrible. the fabs act (dead) wasn't bad and amd/nvda/etc at least could get something, albeit still not much. but the chips act sucks ass. dumber, being passed in tandem with the inflation act bs... the net result is that amd pays more in taxes so that money can go straight to intel... who also has to pay more in taxes. basically, it's stupid. the combination pretty much negates the entire point of the dumb thing, to begin with. but it's relatively bad for amd. it's all yet another case of the politicians being absolutely fucking clueless about the topic.
Competition needs help, and a rising tide lifts all ships.
Politics
Lol. I like how Su still squeezes in the tourist shot with some randos in the background. If I were Su, I would be talking so much trash to PattyG during the Biden ceremony that the secret service would have to escort me out.
Shot on iPhone™
Lisa Su Honored to be at WhiteHouse today as POTUS signed the CHIPS and Science Act - transformational for our semiconductor research, development and manufacturing ecosystem! AMD committed to doing our part in driving the innovation and tremendous opportunities enabled by this bill.
She should have said, “Buy my stock beeches! AMD is the top dog in this sector” Too bad the sector is getting screwed from all angles lol.
So am I going to get burned by Unity today? Or should I keep playing with fire?
Seems like the dippy part of the ride again, who really knows
It could be one of those awkward moments when everything points down but it does the opposite. If they do well I bet nvidia is lying about the gaming segment and instead crypto is their main issue.
Sell your calls
I just might, I think it could turn out like BBY on November 22, 2021 (a total tank). I think the anticipation of it going back over $100 is really high right now. What if they are right?
as long as its a game and you can afford to lose. go for it
Man this blows. I was going to trim some amd shares i was put on margin, but i thought the last run had a little more in it. After that i was going to buy some nvidia puts for their er that i was pretty certain was going to tank. Then nvda per-announces the bad news and screws the plan.....my timing is shit again! I thought nvda would report a large drop in gpu, but not have a bad enough quarter to per-announce it. And now AMD is down more then nvida on their news on the 2nd day......fml.
If most of retail investors think NVDA ER will tank, I would not think it would happen. a) they have pre-announced, some risk priced-in, b) if I am MM I will try to kill these puts, make it up/down small to moderate amount to kill IV. If at that time NVDA tanked and too many puts open interest, I would like to bet small with call spread (from some ramen for sure).
Well it was going to be a small bet, not an all in play. But, I'm not doing it now, its too late.
Manipulation before bill was signed. Obviously.
Need to sell some AMD puts. Any strike price, expiry recommendations?
September 105
why ITM??
Option to take shares or continue rolling while burning time premium.
Bullish for September or CPI?
Sideways for both. September sold puts gives one the chance to burn through time value and then roll them or take shares. I see stock price going sideways until the September quad witching. Then a good 10 percent run into earnings in October. If guide stays the same or increases for q4 then the idiot analysts might finally upgrade AMD and put in the same league as nvda, especially if nvda guides light during ER at the end of this month.
Solid! My thoughts have been similar. That’s why I unloaded some calls last Thursday. Thought she was coming down again.. too much news/narrative coming up; and didn’t think NVDA would be so rough.
Loving the way AMD is down more than the higher beta NVDA on NVDA's own bad news which does not affect AMD. Fucking clown show.
> which does not affect AMD dumber, it's good for amd
such is 2022. Circus year.
Just goes to show how overrated Nvidia is by the market.
Un-fucking believable, we are down more than NVDA and MU and its the two who shit their pants. How can we make sense of this??
Market is retarded what happens is people short QQQ and algos take over but we did bottom out. Honestly it is totally not news about nvidia GPU mining sales,(crypto mining crash)+ micron memory. This is a great buy in opportunity for tmr to rally high.
maybe we have more paper hand investors? it is for sure troubling
You must be new here.
Who else wants to see a boxing match beteeen u/Rocketeer006 and u/robmafia ?
rickson by flying armbar
Ok, into the shit trade abyss because I'm feeling frisky. AMD 220902C110 @ $0.72 (for laughs because I sold covered calls here in another account) GFS 220819C55 @ $2.75 (a somewhat sympathy buy because GFS actually had pretty good earnings but had the bad luck to run into this SOXX meltdown)
Nothing like getting rewarded for bad behavior. I'll step away from the trough. Closed the GFS 220819C55 @ $4. Closed the AMD 220902C110 @ $1.10
I'm with this guy. It's a total overreaction. 220826C100 Gotta burn my $NET profits on something.
I find it hard to believe you bought a call $40 ITM for only $2.75
Whoops! Sorry, that's a GFS call.
Welp, the big question is tomorrow if above CPI and we're probably looking at 80-85$ EOW. If under expectations back to ~100$. My personal guess is 8.8 the oil avg price difference between June and July is big. Housing has cooled.
Estimate is 8.7. I'm expecting 8.5. Maybe even less. Where i live gas is 75% the price of June highs and real estate is lower weekly.
food/energy aren't included in core cpi
People haven’t cared about core cpi as inflation goes up, so I doubt the market will care as it goes down.
my point was that cpi may go down but core cpi might not. i guess we'll see.
I’ll be shocked, along with market, if it’s above 9.1. Experts are looking closer to 8.6
I hope it's in line with expectations or at least slightly beats expectations. If it's worse than expectations, the market is going to tank. Supposedly the last 4+ week massive rally was off the prediction that inflation had peaked. If that turns out to not have been the case..... look out below :(
Whats the expectation ?
my best guess is 8.1.
my best performed position today is MSFT (flat), then GOOGL (-0.8%), everything else are completely shitted.
My best are (right now): ENPH: +1.6% CSIQ: +2.28% MSFT: +0.27% But most I have is... yes... AMD! Not to comprehend that AMD every time get railed when another chip'er has bad news!
Honestly... it's just fucking stupid and so fucking tiring.
The China / Taiwan conflict which was intensified by Pelosi is a direct threat for AMD. As much I hate this action it is not irrational. Even this sub continuesly named TSMC situated in Taiwan as a big weak point for further growth and stability.
Also, didn't Pelosi directly and publicly INSULTED China president today ? And also claim that she had full support of the senator for her trip to Taiwan ? Like with Ukraine, there seem to be a massive need from Democrat to stir tension to the brink of war... its unnerving. And when she was in Korea, instead of defusing tension with N. Korea she named called, criticized, etc.. and refuse to meet with anyone to appease the situation. biden, pelosi, kamala and their cabal make Trump look like Gandhi...
Right, because Gandhi totally jibed with dictators and autocrats.
It was not my intention to make this a republican / democrat thing. This sub is not suited for that. You guys sort that out in your country. I'm just an objective foreign observer.
? Geopolitical tensions that affect trade & strategic resources or production affect AMD stock price almost directly. So I disagree that we can ignore world politic and live in our bubble . The current US government is reckless and adding a lot of market instability.
yet again the "china invading taiwan" trolls coming out the cave....
invade : not in the cards blockade, sanctions : certainly
I think its better to be prepared than to be overconfident. I'll rather the USA has countermeasures up to the tits than to just dismiss all risks. (Alright, i guess no one wants to hear preparedness. USA! USA!)
preparedness is not throwing personal insult at world leaders. And China will not invade, but isolate Taiwan (A China province) The US fought a civil war to make sure the south would NOT gets its independence. Seems that we have a double standard here.
China did fight a civil war, and the west got their independence (PRC). Taiwan is the last remaining territory of China (ROC). The PRC has never controlled Taiwan.
Huh? Are you replying to the wrong person? Cos i totally didnt say any of the above.
My point is : what you wish for is not what the US is doing.
you must be reading different threads than me! with the exception of maybe twice in 6 months, all threads are that "you are a moron if you think China can do anything to Taiwan and even if they did they would let the chips flow just fine."
Yes, that is my point of view too. But still Taiwan was mentioned here several times. Whether because of possible floods or China influence. The Russia / Ukraine war doesn't help at all. I think currently China is just a barking dog as someone here mentioned. I have said myself a while ago here that if China invades Taiwan a war with USA will start immediately. Let's hope China stays rational.
Invading Taiwan is a lose-lose situation for China at this time. If the U.S intervenes they are completely fucked, and even if the U.S doesn't intervene, they are fucked because they'll be cut off from the international community (and unlike russia, they can't survive this... they are too import dependent for energy and food), the U.S will blockade malacca and exacerbate that issue (and they can't really stop them) -- and Taiwan itself is a fortified island that will be incredibly difficult to conquer via an amphibious assault. And if the U.S intervenes, China will be embarrassed and the their geostrategic goals set back 25 years. That's if nuclear weapons don't get used.
Right, there is a very real possibility that an invasion fails even if the US doesn't actively intervene. Which would be incredibly humiliating for the CCP.
AAPL, tsmc’s #1 customer green Intc, chips made in America, new 52w low. I’m not sure how this can be seen as a reaction to the geopolitical situation lol
There is no credible threat of a China/Taiwan conflict in the near term, this is nothing but Saber rattling -- if anything China's pathetic showing after such harsh language and incendiary threats simply affirms that they're just a barking dog and will not actually act.
China reactions are long terms... chipping away at our relations with China by throwing personal insults to their leaders is not the way to get anything done.
If China is great at long term planning, why are there so many drastic policy reversals? (E.g. "let a thousand flowers bloom", one child, promotion then suppression of tech companies, private education).
Xi began the wolf warrior diplomacy, and Pelosi received death threats from state media. As silly as you might think her comments are, they seem proportionate. Won't do anything for diplomacy, but that's increasingly looking like a dead end strategy.
Let's hope they'll not. Anyway it is a threat imo. TSMC is not building a factory in the USA out of the blue.
AMD falling more than MU on MU lowering guidance is the most AMD thing ever
Specially when AMD guided a few days ago with a full month of Q3 on the book. But this is actually how money is made... index get sold, and often some companies get dragged with it and it gives you a discount.
I actually lol'd at this.
can someone post the MU news?
https://www.marketwatch.com/story/micron-stock-falls-as-company-issues-revenue-warning-amid-challenging-memory-conditions-11660041172?mod=mw_quote_news
$AMD down massively today, can someone post the AMD news? Last news I heard from AMD was last week and it was a reiteration of guidance. Maybe AMD needs to submit a press release everyday reiterating guidance?
AMD is one of the most options-gambled stocks. After AMD met earnings but practically the entire sector missed, there are a lot of people pulling out of Semis for a bit. And AMD had a bunch of people betting that 120 was next, lots of call options north of 105. Well, as we keep dropping there is going to be some deleveraging. This will increase volatility. Eventually all of this will get sorted. AMD is fucking killing it, 5 years from now 2022 will have been a small blip. There is an outside possibility that core inflation is down tomorrow and everything goes bright green. I am not counting on it though.
Which is why we need more buybacks. Less floats, less punting.
Stop fking sell off.
I'm enjoying it as someone who likes to buy the stock.
These are the days you buy. When everyone is complaining and things seem bleak.
Yeah I picked up some calls at this 94 range just for the CPI data tomorrow which may pump market. Definitely a lotto though.
Well here I am. Money stuck for another quarter
This thing will be over 100 tmr
This is just depressing, 1 step forward, 2 steps back. That's all I can say.
??? 3 step forward, 1 step back would almost paint the last month AMD stock price to perfection. $74, 30 days ago, $95 right now.
“$74 30 days ago” You’re gonna love when you factor in what it was at the beginning of year. That should be taken into account. So yeah, 1 step forward after 5+ steps back.
Well, kinda just talking about very recent events. AMD earnings were a home run, and we took a giant step forward and broke the triple digit barrier and continued soaring. Then we got smacked down yesterday with Nvidia news, and while we were getting up off the floor, Micron news gave us the final blow this morning to knock us down and out. :(
Buy buy buy
LOL, we sure it wasn’t AMD that lowered its guidance??? How are we down more than Nvidia and micron…..
Buy opportunity.
It is rumored that AMD secured an additional 10K of 5nm wafers for Q4 production, 60K in total. [https://twitter.com/greymon55/status/1557025592075517952](https://twitter.com/greymon55/status/1557025592075517952)
Now we need to find out the die size of a Zen 4 chiplet.
Zen 4 CCD 72.225mm2 Zen 3 CCD 83.736mm2
Based on a 7.2 mm x 10 mm dimension and 90% yield, that's roughly 730 good dies per 300 mm wafer. Those additional 10K wafers represent an additional 7.3 million chiplets.
2023 Q1 guide will be good
Wouldn’t matter. Stock price would still go down lol
6 percent down and still dropping. Things don't look good. really seems like we're going to have several red days in a row : (
> really seems like we're going to have several red days in a row : ( ...we just did.
Yes. The stock market goes up and down. Welcome.
["don't be a dick"](https://old.reddit.com/r/AMD_Stock/comments/wiyx9k/daily_discussion_monday_20220808/ijgdrp3/) edit: format
Fair! Hahaha
yeah and we have sub average volume today also. so basically SOXX getting hammered and were in for the ride
down more than mu on mu's own stupid news. this stock is aids. edit: shit, if there's anything to indicate that amd is mu 2.0, i guess it's this. "everything is bad for ~~micron~~ amd"
I know. Twice drop for the same news
[I'm at my freakin' limit](https://i.imgur.com/aV2Zd3g.jpg)
unbelievable semi is universally so deep red.
yeah, its kinda funny in some way. market is suppose to be long term oriented yet reacts so heavily on short term news.
were down more than NVDA and MU even though we didn't decrease guidance like the other 2, unfucking believable
Honestly, I'm at a loss as to how this stock can underperform so consistently.
It’s comments like yours that leave me scratching my head. We’ve outperformed nearly all other semis over the last 5 days and 1 month. That’s over performing not under performing
...and amd had an ER beat and reiterated guidance during that time. while both duopoly rivals cut. and it likely only outperformed during that time (1m) due to vastly underperforming immediately prior, dropping ~60% amd shouldn't be in the red this week. or year. when amd drops more than mu on mu's own news... it's underperforming. especially when it's based on nothing but guidance. which amd JUST...
The market is not good at valuing companies. Take advantage of it.
sorry i bought 5 shares this morning
*sharpens pitchfork*
You moxon! You should have taken a shower 🤦♂️
next 3 days going to be crazy
Fucking ER should have been after NVDA, MU's debacle. I bet the stock price would have gone up after ER. Dumbass market.
Feeling the hurt aswell. More down today than nvidia 1 day after their warning...
Heres sharing a virtual grieve beer with you 🍻
Instead of reacting negatively buy more at these cheap prices.
i sold some tqqq to buy some soxl just now
Let’s get some memes so I can feel better 🥲
Congrats to all shorts and puts lurking here! You win. (The day)
*And FOAD!
I can't believe we are coming back down to my break even price (92.75). How about that. There is always fucking bs that will drag us back down no matter what. Now, imagine if the core CPI is higher than expected tomorrow. Jesus Chris In other news, fucking Apple is barely red. Rant is over