Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
https://www.anandtech.com/show/14155/intels-enterprise-extravaganza-2019-roundup Intel launched a whole slew of product lineups. Market didn't react (54.51 to 54.36 yesterday). It is beyond my scope to discuss all the technical merits here, but there have been plenty of positive and negative reactions. I believe one thing is certain. AMD will take market share in all the TAMs. It's a… Continue reading 4/3/19 Intel Launch, Digitimes Articles! AMD 26.75 to 29.02!
https://www.anandtech.com/show/14160/amd-ceo-dr-lisa-su-to-deliver-computex-2019-lead-keynote Computex has never had a lead CEO keynote speech, like the CES keynote. They had asked Lisa Su to give the first ever pre-show keynote speech. This is quite an honor, and it demonstrates how important AMD has become to land both the 2019 CES and Computex keynotes. https://finance.yahoo.com/news/hostkey-deploys-amd-epyc-processors-120000324.html HOSTKEY is deploying Epyc (16… Continue reading 4/2/19 Lisa Su to give Computex Lead Keynote! AMD 26.36 to 26.75
https://www.youtube.com/watch?v=pmhug8GEDUU Even more Epyc! Jim at AdoredTV released yet another YouTube video on Rome, this time suspiciously on April 1. Alas it is serious work, thank God. To summarize, and I am quoting Jim here entirely with apology to him: “No more NUMA, but a new Uniform Memory Access scheme" “Rome has 3200 MT/s DDR4… Continue reading 4/1/19 Another AdoredTV Epyc 2 Video! Even More Epyc. AMD 25.52 to 26.36
AMD's Epyc 2 (codename Rome) has eight 7 nm chiplets, each has eight cores. See image below. Epyc 2 (Rome) AMD's Zen 2 as shown by Lisa Su at 2019 CES also showed an eight core 7 nm chiplet, with the potential of adding a second eight core chiplet on the same CPU. See image… Continue reading 3/30/19 AMD Chiplets!
https://aws.amazon.com/about-aws/whats-new/2019/03/new-amazon-ec2-m5ad-and-r5ad-featuring-amd-epyc-processors-are-now-available/ These AWS M5 and R5 instances are very important wins for AMD. Cloud users can achieve 10% savings by switching from Intel to AMD instantaneously. Actually T3 instances are also announced at the AWS Summit. Check out these slides below from the summit. https://imgur.com/a/rhnBo5r Slides from the AWS Summit This is a quote by… Continue reading 3/28/19 AWS New Epyc Instances AMD 24.89 to 25.06
It's days like these that make me glad that I trade in AMD options, in addition to the core AMD holdings which I have had since 2016 and intend to hold through 2020-22 at the minimum. There is no news on AMD, yet it dropped $0.80 or 3.1%, much more than Intel and Nvidia. On… Continue reading 3/27/19 Short Attack? Options Talk AMD 25.69 to 24.89
https://www.globenewswire.com/news-release/2019/03/26/1768296/0/en/NTT-DATA-Deploys-AMD-EPYC-Processors-Boosts-Performance-for-its-Financial-Systems.html Another nice win for AMD. NTT DATA is a big firm, and it even mentioned additional deployment of Epyc. https://www.tomshardware.com/news/compal-amd-cpus-intel-cpu-shortage,38912.html Intel chips shortage continues. Compal is a major ODM. They had been slow and reluctant to switch to AMD previously. Their increasing use of AMD is a good sign. https://www.tomshardware.com/news/amd-ryzen-3000-nvidia-gtx-asus-laptops,38913.html More evidence that AMD… Continue reading 3/26/19 NTT DATA win AMD 25.97 to 25.69
https://www.youtube.com/watch?v=jRCGsZCYowg AdoredTV on Google Stadia Jim at AdoredTV released this video about Google Stadia. He is very positive about the prospect of Stadia and how AMD will benefit from this partnership. AMD was specifically and prominently mentioned by the presenter, and he thanked Lisa Su by name. Jim thinks the customized GPU is a 16… Continue reading 3/22/19 Market/Tech down big AMD 27.89 to 26.37
Sold out very quickly worldwide, in one and a half hour supposedly. It's not clear how many units were initially available, though there was a rumor of 5000. UK supposedly had 100 units at launch. Thereafter all sites were reporting “out of stock”. UK reported to restock on February 12. Websites such as AMD, Newegg… Continue reading 2/7/19 Radeon 7 Launched! AMD 23.26 to 22.67
https://www.extremetech.com/computing/285280-amd-reports-improved-market-share-across-all-segments-in-q4 Market share gains by AMD (Q4 2017 to Q4 2018): Server 0.8% to 3.2 %, Desktop 12% to 15.8%, Laptop 6.6% to 12.1%. Laptop gain is encouraging, and this should get even better with the improved Ryzen Mobile 2nd gen and better mobile driver support direct from AMD. There has been many complaints about… Continue reading 2/6/19 AMD Market Share Gain, Softbank Sells Nvidia Stake AMD 23.31 to 23.26
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