Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
The 12 cores Ryzen 3900X supply has been super tight ever since it was launched on July 7, 2019. Frequently out of stock at all the retailers, and whenever it came into stock, they are sold very quickly. PCWorld even wrote an article about how Ryzen 3900X has been “out of stock since August 15,… Continue reading 10/3/19 Ryzen 3900X Supply Problem Over?
MS Surface Day is finally here. After several months worth of vague rumors with Ryzen Surface prototypes, Ryzen testing, and official retailer list leak, the day of reckoning is upon us. In a nutshell, Microsoft has created a new product called the Surface Laptop 3 15”. Previously Surface Laptop 2 was only offered as 13”.… Continue reading 10/2/19 Microsoft Surface Picks AMD!
Jim at AdoredTV posted a much welcomed YouTube video called “AMD's Make or Break”. He had been taking a break from posting videos, as well as reserving such videos to patreons only. So when he put out this video, it was much appreciated! In this video, Jim went through some likely calculations of the yield… Continue reading 9/27/19 AdoredTV Comes to the Rescue, the Mystery of the Zen 2 6 Cores Chiplets
Today Digitimes sent out a “before going to press” email about an article to be published soon: "AMD delays Ryzen 9 3950X launch due to unsatisfactory clock speeds, sources claim" "Unsatisfactory clock speeds are associated with the delayed launch of AMD's 16-core Ryzen 9 3950X processor, which has nothing to do with support from its… Continue reading 9/24/19 Digitimes Spread Rumor About Ryzen 3950X
On 9/20/19 AMD twitted that Ryzen 3950X (16 cores) and 3rd Gen Threadripper will launch in November 2019, in volume. They also posted an image of Threadripper with text saying “premiering with 24 cores”. This lead to quite a reaction on the web. First thoughts were of some disappointment. 3950X was originally slated for September… Continue reading 9/21/19 Ryzen 3950X and 3rd Gen Threadripper to Launch in November, Implications
First Digitimes reported that due to popularity of TSMC's 7 nm process, production lead time has been increased from two months to six months. This was then picked up by many websites, culminating in such Marketrealist article as “AMD falls on fears of a 7 nm supply shortage”. Never mind that nowhere in the original… Continue reading 9/19/19 Rumor of AMD Supply Restraint with TSMC
Since the 7 nm Ryzen launch back in July, some tech YouTubers have found that Ryzen CPUs do not always reach their advertised boost clocks, at least not on all the cores, by anywhere from 50 to 100 mHz. While the benchmarks from all these Ryzen CPUs are real and legit, but one wonders if… Continue reading 9/18/19 Ryzen Boost Frequency Shortfall and Solution
Roland Quandt, a German journalist had written an article at winfuture.de about MS Surface Laptop 3 using AMD chip, specifically the 15 inch model. He even claimed that there are three AMD-based models. Roland had twitted that this news is confirmed based on non-public retail info. He further twitted that this is from 100% rock… Continue reading 9/15/19 Microsoft Surface Laptop 3 AMD Rumor!
Investopedia is known for useless clickbait articles. Here is a great example. It claimed that AMD had met resistance at 34, mentioned trade war, tariffs, and the old news of cryptobust of 2017-2018, and magically reached a conclusion that a sell off is coming to push AMD down to the 20's. It never even bothered… Continue reading 9/10/19 Clickbait Articles, RDNA and Milan
AMD has some long term debt in the form of 2.125% Convertible Senior Notes due 2026. On 9/3/19 AMD filed SEC Form 8-K that said: “On August 21, 2019 and September 3, 2019, Advanced Micro Devices, Inc. (the “Company”) entered into agreements to issue a total of 15,750,391 shares of its common stock and an… Continue reading 9/5/19 AMD Paid Off More Long Term Debt
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