2/5/19 Mudabala Converts 75 Million Warrants! AMD 24.13 to 23.31

https://finance.yahoo.com/news/abu-dhabis-mubadala-sell-34-051622562.html Oh boy, the fun started overnight. Mubadala twitted last night that they are selling 35 million shares of AMD, and converting their warrants for 75 million shares. This means AMD will get an infusion of $449 million cash. This is actually perfect timing for AMD to use this cash. If this had happened in… Continue reading 2/5/19 Mudabala Converts 75 Million Warrants! AMD 24.13 to 23.31

1/29/19 AMD ER and CC, up to 21.00 AH!

https://finance.yahoo.com/news/amd-reports-record-data-center-213444526.html https://www.marketwatch.com/story/amds-stock-rallies-after-hours-as-full-year-outlook-holds-out-hope-2019-01-29?siteid=yhoof2&yptr=yahoo https://finance.yahoo.com/news/amd-reports-record-data-centre-214355425.html Whew! I am quite relieved. AMD Q4 came in at $1.42 B, on the low end of their guidance. In comparison, Nvidia will miss their previously lowered guidance by $500 millions. 2018 net income was $0.46. The keys are: OEMs are getting onboard. 30% more Ryzen systems in 2019, with 50% more… Continue reading 1/29/19 AMD ER and CC, up to 21.00 AH!