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!

8/9/19 AMD has Ryzen! Rome is Amazing!

It has been two days since the Rome launch. AMD went to an intraday high of $35.5 amid a sea of red, and settled at $34.19, a reflection of the market's newfound optimism for AMD. Here is a Forbes article saying all roads lead to an Epyc Rome, here. Barron's has put out a very… Continue reading 8/9/19 AMD has Ryzen! Rome is Amazing!