12/25/19 Renoir Incoming at CES? Apple? Yes, Please!

First, an important upgrade from RBC's Mitch Steves. He raised PT from $50 to $53. More significantly, he raised his 2020 earnings projection to $1.30 and 2021 to $1.73. Both of these are higher than the street average. He said: “the higher estimates stem from "solid channel checks" for both gaming chips and products used… Continue reading 12/25/19 Renoir Incoming at CES? Apple? Yes, Please!

6/4/19 Radeon Pro Vega II Duo! AMD 27.58 to 29.57

http://ir.amd.com/news-releases/news-release-details/update-high-performance-amd-radeon-gpus-power-all-new-mac-pro https://www.pcgamesn.com/amd/radeon-pro-vega-ii-graphics-card For the new Apple Mac Pro, AMD is providing the Radeon Pro Vega II Duo, which is two Radeon 7 connected with Infinity Fabric, and has double the HBM at 32 GB. Considering how much Apple is charging for the monitor stand ($1000), this GPU should give AMD nice gross margin. It's nice… Continue reading 6/4/19 Radeon Pro Vega II Duo! AMD 27.58 to 29.57