Zen 3 presentation finally happened, and it is fair to say it met very high expectations. Per AMD, it has 19% increase in IPC, which is better than the consensus of around 12-15% increase. As rumored, Zen 3 now has 8 cores CCX. This significantly decreased latency, as opposed to the previous 4 cores CCX… Continue reading October 9, 2020 Zen 3 and Xilinx!
Wow, so much to go over! Where to start? First, the share price. In a span of two weeks, AMD went from the 50's to the 80's! On July 22, AMD went from 57 to 61 for no apparent reason. On July 24, day after Intel's admission of their 7 nm delay, AMD exploded up… Continue reading August 11, 2020 AMD’s Clear Path to the End Zone
AMD had reported Q4 2019 and guided for 2020. Initial market reaction was of disappointment. Share price went down 3 the following day, despite many analysts continuing to set price target at high 50's into the 60's. Fortunately, AMD had now settled just under 49, which is around where it was during the run up… Continue reading 1/30//20 Best is STILL yet to come
As reported by thefly.com, Hans Mosesmann of Rosenblatt Securities had upgraded PT for AMD, from $52 to a whopping $65! Thanks to Reddit user Long_on_AMD, the complete note by Hans can be read here. Hans is now projecting earnings of $2.62 for 2021! [We like the setup for a strong back half of 2020 on… Continue reading 12/31/19 Happy New Year!