Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
AMD had broken through 36 and at time of this writing is sitting at 37.52! AMD hit 34 briefly last Fall and had shown strong resistance around 36 the last two weeks. Yet more and more good news are coming out. For starters, Azure had announced their latest instances using strictly Epyc and Radeon Instinct… Continue reading 11/13/19 AMD Breaking Through!
https://www.dell.com/en-us/shop/laptops/new-15-amd-5585/spd/inspiron-15-5585-laptop The Inspiron 15 5000 (5585) will be available on Dell.com on April 2 and at select retailers in North America shortly after. The Inspiron 14 5000 (5485) will be available in select retailers in North America shortly after April 2. The Inspiron 14 5000 2-in-1 (5485 2-in-1) will be available on Costco.com in the… Continue reading 4/4/19 AMD Notebooks! AMD 29.02 to 29.09
AMD's Epyc 2 (codename Rome) has eight 7 nm chiplets, each has eight cores. See image below. Epyc 2 (Rome) AMD's Zen 2 as shown by Lisa Su at 2019 CES also showed an eight core 7 nm chiplet, with the potential of adding a second eight core chiplet on the same CPU. See image… Continue reading 3/30/19 AMD Chiplets!
https://www.globenewswire.com/news-release/2019/03/26/1768296/0/en/NTT-DATA-Deploys-AMD-EPYC-Processors-Boosts-Performance-for-its-Financial-Systems.html Another nice win for AMD. NTT DATA is a big firm, and it even mentioned additional deployment of Epyc. https://www.tomshardware.com/news/compal-amd-cpus-intel-cpu-shortage,38912.html Intel chips shortage continues. Compal is a major ODM. They had been slow and reluctant to switch to AMD previously. Their increasing use of AMD is a good sign. https://www.tomshardware.com/news/amd-ryzen-3000-nvidia-gtx-asus-laptops,38913.html More evidence that AMD… Continue reading 3/26/19 NTT DATA win AMD 25.97 to 25.69
https://www.tomshardware.com/news/msi-ceo-interview-intel-shortage-amd,38473.html This inierview with MSI CEO came out Saturday. Charles Chiang said Intel CPU shortage was significant, leading to less motherboards sale for MSI. MSI makes high end PC's, and Intel was able to supply enough higher end CPU to MSI. Intel shortage will completely disappear by Q4 of 2019. Most significantly, MSI will not… Continue reading 1/21/19 MLK. Market closed
AMDinvestorblog 