Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
https://finance.yahoo.com/news/abu-dhabis-mubadala-sell-34-051622562.html Oh boy, the fun started overnight. Mubadala twitted last night that they are selling 35 million shares of AMD, and converting their warrants for 75 million shares. This means AMD will get an infusion of $449 million cash. This is actually perfect timing for AMD to use this cash. If this had happened in… Continue reading 2/5/19 Mudabala Converts 75 Million Warrants! AMD 24.13 to 23.31
Radeon 7 unboxing videos are surfacing. Benchmarks will have to wait until February 7, when it launches as NDA is lifted. Special lucite stand shipped to the reviewers looks very sharp. This card may perform better than people give it credit for. It does have 16 GB of HBM, so quite future proof. https://wccftech.com/nvidia-may-have-understated-crypto-revenue-by-more-than-a-billion-dollars/ Another… Continue reading 2/4/19 AMD 24.51 to 24.13
Let's go down memory lane about a case of very bad Fake News. Back in October 2018, there were a lot of talk about Intel's 10 nm problems. Intel shares had slumped while AMD had gained. On October 2, 2018, BlueFin (a Boston-based research firm, who does not even specialize in semiconductors) came out with… Continue reading 2/3/19 Sunday, BlueFin Fake News!
https://siliconangle.com/2019/02/01/microsoft-launches-amd-powered-azure-instances-analytics-databases/ This is a big deal. Azure is using Epyc big time. Azure is gaining on AWS also. These instances have no Intel Xeon equivalent. They are rolling out in many regions. This is very promising. https://www.barrons.com/articles/what-the-iphones-success-tells-us-about-the-next-big-product-cycle-51549064551?siteid=yhoof2&yptr=yahoo This is an article talking about if one has great products one can do well even if macro… Continue reading 2/2/19 Saturday
https://marketrealist.com/2019/01/nvidias-data-center-business-caught-in-weak-demand-cycle?utm_source=yahoo&utm_medium=feed&yptr=yahoo “Nvidia encountered weak demand in data center business, just like Intel. But it will recover faster than Intel because of demand for parallel processing and AI. Nevertheless AMD and Xilinx had great data center business, because they benefited from gaining market share”. This is more BS because AMD is taking market share from Nvidia… Continue reading 2/1/19 AMD 24.41 to 24.51
The big news. Bob Swan the interim Intel CEO is now the permanent one. Intel down, AMD up big. Nvidia also up, though that's probably due to FB pulling Nasdaq up. People seemed relieved that Lisa Su did not go to Intel, like some of ex-AMDers such as Jim Kelley and Raja. https://finance.yahoo.com/m/c0a7870b-1a6e-3a0f-ac57-c5babf8c544f/amd-stock-gains-after-intel.html https://www.marketwatch.com/story/amd-stock-heads-for-best-day-in-two-years-after-predicting-sales-jump-that-would-make-evel-knievel-nervous-2019-01-30?siteid=yhoof2&yptr=yahoo https://www.investopedia.com/amd-could-breakout-from-rising-wedge-after-q4-results-4585082?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo… Continue reading 1/31/19 AMD 23.09 to 24.41
The morning after! Lisa Su interviewed on CNBC by Jim Cramer. His shrill voice was annoying, but he praised AMD and Lisa Su. Su was able to deliver her upbeat points in the short time allowed. I think she is getting more and more comfortable with TV appearances. Articles abound! https://finance.yahoo.com/news/amd-misses-q4-earnings-revenues-132801842.html Terrible headline:AMD misses, shares… Continue reading 1/30/19 AMD 19.25 to 23.09
https://finance.yahoo.com/news/amd-reports-record-data-center-213444526.html https://www.marketwatch.com/story/amds-stock-rallies-after-hours-as-full-year-outlook-holds-out-hope-2019-01-29?siteid=yhoof2&yptr=yahoo https://finance.yahoo.com/news/amd-reports-record-data-centre-214355425.html Whew! I am quite relieved. AMD Q4 came in at $1.42 B, on the low end of their guidance. In comparison, Nvidia will miss their previously lowered guidance by $500 millions. 2018 net income was $0.46. The keys are: OEMs are getting onboard. 30% more Ryzen systems in 2019, with 50% more… Continue reading 1/29/19 AMD ER and CC, up to 21.00 AH!
Q4 ER is finally upon us. So much suspense. Online forums have been generally downbeat. I still think there's a big difference between Nvidia and AMD. Nvidia has way too much inventory. They made more during the crypto boom and will pay more dearly now. Also, the RTX line cards are too expensive and sales… Continue reading 1/29/19 AMD 20.18 to 19.25! pre-ER
https://finance.yahoo.com/news/nvidia-slashes-already-terrible-guidance-180000502.html Nvidia issued warning to their upcoming ER. Nvidia now says revenue will be only $2.2 B, down from previously guided $2.7 B, which was already lower than the expected $3.4 B back in November 2018. Margin will be down from 62.5% to 56%. Data center deals did not close. Turing cards did not sell… Continue reading 1/28/19 AMD 21.93 to 20.18
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