$Advanced Micro Devices(AMD.US$ This is in a few news outlets the last several hrs. Microsoft will be offering AMD's AI alternative (to nVidia's H100-based AI capabilities) on its Azure Cloud platform. As I have mentioned before, the qualification period ie testing of new hardware on data centres is quite long. AMD launched the MI300X AI GPUs back in Dec 2023 & Microsoft is amongst its first customers (alongside Meta & Oracle)....
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$Advanced Micro Devices(AMD.US$ The recent quarterly earnings were inline but failed to provide support for AMD's stock price. Although Lisa Su has raised full year AI GPU revenue guidance from $3.5b to over $4b, it was underwhelming for investors. AMD is mainly supply-constrained for 1st half of 2024 & therefore unable to deliver enough MI300X GPUs to customers. Sales ramp is expected to be in H2.
As we all know, nVidia has res...
As we all know, nVidia has res...
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$Advanced Micro Devices(AMD.US$ u guys who have been on this AMD chatgroup for a while wud know of this "fortune teller" that has been cursing AMD stock the last several mths. This pest wud post things like "Its coming down", "sell off", "short big time" & "laughing big time at AMD fanboys" when AMD stock price drops... He is so annoying that several people have said they blocked him.
So, I found out he bought into Palantir & has been trying to pump it from early Ap...
So, I found out he bought into Palantir & has been trying to pump it from early Ap...
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$Advanced Micro Devices(AMD.US$ There is a piece of news released today & I hear people say AMD's stock price nosedived due to the above. Source: reuters.com/tec...
This needs clarifications because one may infer wrong details or simply spread FUD by not knowing (or maybe purposely ignoring) the actual facts. The export licenses were granted by Trump when he was in office & due to expire some time this year. AMD ...
This needs clarifications because one may infer wrong details or simply spread FUD by not knowing (or maybe purposely ignoring) the actual facts. The export licenses were granted by Trump when he was in office & due to expire some time this year. AMD ...
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$Advanced Micro Devices(AMD.US$ I have just managed to listen to AMD's recorded earnings call today. Basically, there is nothing out of the ordinary. As I have mentioned before, Q1 & Q2 earnings would be just inline while sales ramp will be back-heavy, in H2. The disappointments in gaming & embedded segments are expected because Lisa Su has conveyed these in the last earnings call. Gaming slump is due to the end cycle of game consoles like Playstation & Xbox...
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$Advanced Micro Devices(AMD.US$ $Intel(INTC.US$ There is another "recycled" hit piece today (this time by Wall Street Journal) to spread FUD on AMD & Intel. Source: China tells telecom carriers to phase out foreign chips in blow to Intel, AMD - WSJ | Reuters
Just read the 1st para in the linked article ->
"April 12 (Reuters) - Chinese officials had earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core ...
Just read the 1st para in the linked article ->
"April 12 (Reuters) - Chinese officials had earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core ...
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$Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$ $iShares Bitcoin Trust(IBIT.US$ Attached below is a clip I came across while researching Bitcoin in the last many weeks. Michael Saylor shared his view abt wealth accummulation by investing over the long term. This is just a 12 min long video. Good to listen to the whole thing because there are good pts to be learned.
Pay attention to the beginning, then from 2:08 when Saylor started explaining the...
Pay attention to the beginning, then from 2:08 when Saylor started explaining the...
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$Advanced Micro Devices(AMD.US$ This is hilarious... wahaha...
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$Advanced Micro Devices(AMD.US$ $iShares Bitcoin Trust(IBIT.US$ Came across an interview which basically discusses bitcoin, macro economy, fiat currencies, etc (All Investors Want Bitcoin In Their Portfolio?!). There is a segment where Mark Yusco (the interviewee) described a classic manipulation tactic which he thought happened to bitcoin the last few days. He mentioned the name Michael & to save you the time to listen thru the ...
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$Advanced Micro Devices(AMD.US$
2 nights ago, Bloomberg released a "recycled" news that US govt banned the sale of a stripped down version of AMD's AI GPU to China. Immediately, bears stormed the after-hours trade & AMD went down $7+... Throughout the day yesterday, many "fortune tellers" appeared in moomoo platform predicting an incoming big sell-off. For example, 1 "fortune teller" said he expected AMD price to drop at least 10%. So,...
2 nights ago, Bloomberg released a "recycled" news that US govt banned the sale of a stripped down version of AMD's AI GPU to China. Immediately, bears stormed the after-hours trade & AMD went down $7+... Throughout the day yesterday, many "fortune tellers" appeared in moomoo platform predicting an incoming big sell-off. For example, 1 "fortune teller" said he expected AMD price to drop at least 10%. So,...
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