Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
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!
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
Here is a classic fake news/click bait by WSJ, meant to generate maximum exposure. https://www.wsj.com/articles/u-s-tried-to-stop-china-acquiring-world-class-chips-china-got-them-anyway-11561646798 What sensationalism! “AMD gave China keys to the Kingdom”! Illegally, even! Fortunately, AMD very quickly, and perhaps uncharacteristically, responded as follows. https://www.amd.com/en/corporate/wsj-response?utm_campaign=wsjresponse&utm_medium=redirect&utm_source=301 In it, AMD vigorously denied giving China its Epyc IP, and that AMD had strictly followed all US… Continue reading 6/28/19 AMD Rebukes WSJ! AMD 29.92 to 30.74
Let's go down memory lane about a case of very bad Fake News. Back in October 2018, there were a lot of talk about Intel's 10 nm problems. Intel shares had slumped while AMD had gained. On October 2, 2018, BlueFin (a Boston-based research firm, who does not even specialize in semiconductors) came out with… Continue reading 2/3/19 Sunday, BlueFin Fake News!
Entire market down big. World economy slowdown and trade war worries. https://marketrealist.com/2019/01/intels-margins-set-to-normalize-after-reaching-a-peak-in-q3 In this article: “Strong demand in the PC and server markets drove Intel’s (INTC) revenue in 2018. This unexpected demand created a CPU supply shortage for Intel in the second half of the year.” Fake news! It was widely reported that Intel was… Continue reading 1/22/19 AMD 20.77 to 19.76
