Author: mawenkili

5/7/19 AMD + Cray win Exascale Supercomputer Project! AMD 27.42 to 26.66

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https://www.nextplatform.com/2019/05/07/cray-amd-tag-team-on-1-5-exaflops-frontier-supercomputer/ This is a big win! Previously AMD had joined with Cray to build a pre-exascale supercomputer named Perlmutter with funding from DOE. Perlmutter will use AMD's Epyc 3 (Milan) CPU and Nvidia's next gen GPU in 2020. It was to prepare for an eventual exascale supercomputer. Fast forward to today, amazingly, DOE is now… Continue reading 5/7/19 AMD + Cray win Exascale Supercomputer Project! AMD 27.42 to 26.66

5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

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https://www.reddit.com/r/AMD_Stock/comments/bll3pp/notes_from_semiaccurates_cc_with_susquehanna_this/ Charlie Demerjian of SemiAccurate did a conference call with Susquehanna today. A Reddit user Long_on_AMD did an excellent job making a long list of all the pertinent highlights. Here are just some of the points: Intel's 10 nm effort will be a slow rollout, paper launch, and capacity is constrained because only one or… Continue reading 5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

5/1/19 AMD’s 50th Birthday! AMD 27.63 to 26.81

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Lisa Su rang the opening bell for NASDAQ in New York. AMD then hosted a Q & A with analysts at 1 pm EST, as part of their 50th anniversary celebration. This turned out to be ordinary, nothing new was said. https://www.cnbc.com/2019/05/01/amd-ceo-with-new-products-launching-2019-is-a-growth-year.html She presented her points well, as she has gotten ever more comfortable with… Continue reading 5/1/19 AMD’s 50th Birthday! AMD 27.63 to 26.81

4/30/19 Q1 CC Solid! AMD 27.69 to 27.63

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http://ir.amd.com/news-releases/news-release-details/amd-reports-first-quarter-2019-financial-results http://ir.amd.com/static-files/168f485c-79f4-48ae-85be-e3b62b969c00 AMD was down to 26.94 at one point, then recovered just before the bell. Q1 was good, but right now the most important contributing factor to AMD's share price is H2 2019 guidance anyway. The highlights: Small beat in revenue, $1.27B vs $1.25B guided. Good. Earning per share (non-GAAP) is $0.06, vs 0.05… Continue reading 4/30/19 Q1 CC Solid! AMD 27.69 to 27.63

4/29/19 Dell to Use More Epyc AMD 27.88 to 27.69

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https://www.itpro.co.uk/server-storage/33538/dell-set-to-triple-its-amd-server-offering [This has not gone unnoticed by Dell. The company currently offers three server platforms that use AMD chips but Dominique Vanhamme, the company's EMEA vice president and general manager for storage and compute told IT Prothat the company is planning to triple the number of AMD-based platforms it offers by the end of the year.… Continue reading 4/29/19 Dell to Use More Epyc AMD 27.88 to 27.69

4/26/19 Intel CPU Shortage Continues AMD 27.66 to 27.88

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https://www.tomshardware.com/news/intel-cpu-shortages-persist-2h19,39190.html Intel CPU shortage continues into Q3 2019. Intel's roadmap shows most of Intel's CPUs are 14 nm until end of 2020. Early 10 nm chips are low powered mobile chips and definitely not for servers. https://www.tomshardware.com/news/microsoft-intel-cpu-shortage-effect-mitigated,39172.html Microsoft said in January 2019 that Intel CPU shortage was affecting Windows sale. Now it is singing a… Continue reading 4/26/19 Intel CPU Shortage Continues AMD 27.66 to 27.88

4/25/19 Intel Blames China! AMD 28.46 to 27.66

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Intel reported after market close. Datacenter down, GM down and ASP down. Bob Swan offered multiple excuses, on Intel's 10 nm problems, said China had bought more Intel chips last year ahead of the tariffs war and now they are digesting the inventory etc. It will be interesting to see how Wall St. responds to… Continue reading 4/25/19 Intel Blames China! AMD 28.46 to 27.66

4/22/19 Options Trades AMD 27.68 to 28.18

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I closed out some options contracts today. I had sold puts around 3/20/19-3/22/19 when AMD was hovering around 25-27. The strike were 23.5-24.5, expiry 4/26/19, and premium were around $1.2. I bought to close with only about 2-3 cents today. Return is around 5% for 4.5 weeks or about 1% per week. I had also… Continue reading 4/22/19 Options Trades AMD 27.68 to 28.18

4/16/19 Lisa Su Confirmed PS5 With Zen2 and Navi! AMD 27.33 to 27.93

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Lisa Su twitted PS5 will have Zen2 and Radeon Navi architecture and the Wired article covering this news. https://www.wired.com/story/exclusive-sony-next-gen-console/ Even though I fully expected this, but there hasn't been any confirmation from AMD until now. Neither Zen2 nor Navi have yet to be launched. Certainly this is a great leap in turns of computing power… Continue reading 4/16/19 Lisa Su Confirmed PS5 With Zen2 and Navi! AMD 27.33 to 27.93