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macfan28 Private ID: 101751611
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    $Advanced Micro Devices(AMD.US)$ Rise too fast.  Not all like it that way.
    Pls drop to 165 before you rise again.
    10
    $Intel(INTC.US)$ Intel share holders should take a hard look at Intel’s strategy and roadmap and decide they should keep their money with Intel.
    CPU - not promising vs AMD, up and rising ARM for server, desktop and mobile. Compared to competitors, their tech is falling behind with poor power efficiency.  High performance is obtained from consuming huge power. That is why Intel continues to lose data centre server market share to AMD and others.  They are no...
    3
    $Advanced Micro Devices(AMD.US)$ drop all you want tonight but reach 180.5 for me to sell off my 500 shares first
    3
    $Intel(INTC.US)$ Intel’s time. may it last long and strong!
    $Advanced Micro Devices(AMD.US)$ What a strong breakout!
    Congrats to all investors (long term especially) who put faith in AMD CEO’s leadership and technology teams’ ability to deliver competitive products in the big AI and DC market.  
    AMD will have to back up its current share price with very solid and impressive  earnings for Q1 2024 and all subsequent quarters. Continue to be diligent in doing your own homework to track and study  the stock.  We know this.  There is...
    1
    $Advanced Micro Devices(AMD.US)$For those who want to invest in AMD for long term, this is for your info.  AMD takes market share from Intel in server, desktop, and notebooks — new Mercury Research data shows Q4 2023 data | Tom's Hardware (tomshardware.com).  For those investing in Intel, the CPU segments really does not look good.  Worse still, it does not seem to have a strong product roadmap to compete well with AMD.  This will be bad for consumers and businesses...
    1
    $Advanced Micro Devices(AMD.US)$ AMD latest earning is indeed not impressive but is not unexpected.  MI300X/A has just been pushed out 4Q 2023.  The software part (ROCm) is definitely not as mature as Nvidia’s CUDA.  Potential AI customers are still evaluating.  Only some placed orders.  Most of the purchase still goes to Nvidia.  My view is that it will take Q2 2024 earliest to see good numbers from AMD ER.  The reason for the current high share price is all about
    (1) the huge...
    My view on AMD
    7
    $Intel(INTC.US)$For those holding Intel shares, do read more about the demand for CPU going forward and its current state vs competitors.
    Oracle abandoning Intel totally - going Ampere and AMD.
    Meta threatening to drop/cut Intel chips and already receiving AMD’s chips.
    TSMC CEO’s response on the growing percentage of data centre processors being AI processors.  This means the demand for CPU will gradually decrease.
    AMD Bergamo CPU is more than 2 times the performance Intel’s current top of the l...
    $Sea(SE.US)$ Interesting. Found someone so full of himself here.
    $Intel(INTC.US)$ is so big. Wont die one.
    The above is not what i said but by many since signs of trouble emerged 2020 or even earlier.
    Reality is here to show that no matter how big you are, repeated mistakes can bring down anyone.