Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
I have been lazy in writing. Hiking in Glacier NP was most spectacular! AMD is back to 31.45. The month of August was perfect for options play on AMD. Servethehome.com had put out these articles praising Epyc Rome. Lenovo AMD Epyc 7002 Servers Make a Splash. Lenovo going big with these servers is excellent for… Continue reading 8/30/19 Dog Days of Summer
It's days like these I am glad that I also trade options in AMD. If AMD share price only goes up in a straight line then buy and hold over several years is definitely the best investing strategy. However, AMD is a high beta stock to the extreme. What with the interest rate inversion, China… Continue reading 8/14/19 My AMD Wave Energy Converter(™)
It has been two days since the Rome launch. AMD went to an intraday high of $35.5 amid a sea of red, and settled at $34.19, a reflection of the market's newfound optimism for AMD. Here is a Forbes article saying all roads lead to an Epyc Rome, here. Barron's has put out a very… Continue reading 8/9/19 AMD has Ryzen! Rome is Amazing!
The AMD Rome launching event turned out to be a very well orchestrated live presentation, at the Palace of Fine Art Theater in San Francisco. It was well attended by all relevant media, and all the important partners were there in force. The presentation can be seen here. Anandtech did a very nice live blog,… Continue reading 8/7/19 Rome Blasts Off!
AMD will launch Rome on August 7th, 2019. However, there has been no additional information regarding any details. If there will be a staged presentation live in SF, one would think there will be more of an announcement by now. Perhaps it will be a online release of specs and more info on partners etc.… Continue reading 8/6/19 Waiting For Rome
Finally AMD reported Q2 2019. After hours AMD was down big due to the initial disappointment of soft guidance for the whole year and Q3, but after people started to digest the earnings call, AMD recovered to $33.50, only 4% down. The most notable item is that AMD is now guiding mid single digit growth… Continue reading 7/30/19 Rome Launches on August 7th!
Intel reported yesterday. It was up big AH but today is actually down, after people had time to digest the earnings call. In a nutshell, Intel sold the modem business to Apple for a one time $ 1B. This after Intel failed to provide their much vaunted 5G modem (vaporware only) to Apple, such that… Continue reading 7/26/19 Intel Spins in Vain!
Ryzen R9 3900X, R7 3800X and R7 3700X have all been selling extremely well. 3900X has been notoriously out of stock for many retailers, even as bundled deals with motherboards. PC World has reported that 3900X is selling for $740 on Ebay, about 50% over its MSRP. AMD is also selling 3900X directly from its… Continue reading 7/25/19 Ryzen 3rd Gen Selling Like Hotcakes!
The tension is mounting. AMD will report Q2 2019 on July 30. This disappointed quite a few people as some had predicted ER to be one week earlier. Some people suggested that perhaps since the new 7 nm Ryzen and RX5700 have been selling so well that AMD will need more time to project a… Continue reading 7/20/19 What will AMD report on July 30, 2019??
Ryzen CPUs have jumped to the top of the Amazon best selling CPUs list, occupying 4 of the top 5, 8 of the top 10, 10 of the top 15 and 14 of the top 20! It's a clean sweep! Sure it's only the first week of launch, with interests sky high, but Zen 1… Continue reading 7/12/19 7 nm Launch, Five Days Later…AMD 33.06 to 33.21
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