NVDA and AMD are a both a gift at these levels. They were dragged down by the market unfairly yesterday as the entire growth sector sold off. TSM earnings data proves both companies will have amazing quarter with strong guidance. Buy while its cheap or have resets when they bounce back near their all time highs.
$NVDA $AMD
NVDA back over $300+ coming AMD back over $150+ coming
Pat Gelsinger threatens to take the foundry business away from TSMC. Pat says TSMC is a bad place to manufacture. Next he FABs his ARC GPU at TSMC and he wonders why it is one year late to market. $AMD gets good yields at TSMC. However AMD is smart to design for manufacture with redundancy so that defects can be fused out and sold. Gelsinger is not so smart.
This is why I told you to buy as much as you can of $MSFT, $AAPL, and $AMD. All up closing in the green as expected. All three recovered nicely and only going to get better next week. Stay long and keep telling yourself: The FUD is unsustainable. Keep buying. Keep holding.
TSM delivered record breaking net profit and issues bullish multi-year guidance. This is extremely bullish for the entire semiconductor sector, especially Nvidia and AMD as well.
As expected, MSFT, AMD, and APPL are rebounding from yesterday's kneejerk selling. Options expiring today will help give an additional push up and next week should be testing higher resistance with the shorter trading week. Everyone's looking at value stocks now and $MSFT, $APPL, and $AMD are going to be one of the big names everyone rotates into. Keep buying. Keep holding.
I'm long both $AMD and $INTC, Idk why people tend to be so hostile to each other on these boards but I have faith in both companies. INTC is looking like a great value, whilst AMD continues to improve upon it's products. I bought AMD because of how they caught up to Intel and Nvidia and because of the value their products offer mainly on the HEDT and Server chip side (CPUs and GPUs) taking market share from both companies which incentivized me to buy AMD when I did. Then of course there is INTC which I bought because of it's attractive PE ratio, Mobileye and the fact that they seem to be cleaning up their act by moving on from 14nm and actually innovating as demonstrated by their release of P and E cores on Alder Lake. Lastly of course there are the GPUs that are soon to be released which will likely sell out in mere moments considering the shortage which may work Intel's favor allowing them to bolster their income statement and allow them to take a slice of the GPU market pie, which is more than likely destined to succeed because of the fact that there are only 2 other large competitors within that space. Overall I believe that the 2 companies will co-exist and grow together playing a game of this company takes market share from another and in the long term both will become more valuable.
NVDA and $AMD are my semicon combo. I only started 4 months ago and my cost basis is just few % below the current price. These are great companies so I'll stay long! Have a great weekend!
Load up on the 5% discount. Next earnings for $AMD will beat and stock will break a new high as a result...$175 very possible, but I recommend holding for 12+ months for even better returns. Institutions are loading up on $AMD stock. Because companies and individuals are buying AMD products more than ever. Crypto mining is just an added bonus for AMD hardware demand. I believe demand will increase even more as consumers are very happy with AMD hardware. Just read up on tech hardware forums. These same consumers make decisions in corporate environments as tech workers. $AMD still has much more growth for the long term with a strong war chest. It's also very possible AMD will do another stock buyback within the next 3-6 months. Take advantage of the red day. Keep buying. Keep holding.
Last night $AMD was over +1.40% in aftermarket. This morning, premarket algo bots are trying to manipulate stocks by using employment numbers and 10 yr is as an another FUD excuse; none of these news items are surprises. Continue taking advantage of the pullback before any positive news is released that will drive AMD's price back above $150 very quickly. AMD's earnings are going to continue rising in 2022. I expect another possible stock buyback in 2022 as well. Keep buying. Keep holding.
Very interesting after a stellar report by $TSM, $AAPL, its largest customer is down. Mediatek its 2nd largest customer is barely up, and $AMD its 3rd largest customer is down big. Lmao!!!
With media pushing the narrative of 'tech selloff' due to interest rates (which is moronic in itself because rates are lower than pre-pandemic even), you will see money rotate into the 'safe techs' like $MSFT, $AAPL, and $AMD....which are oversold. Along with shorts covering in these names if these get bullish, be prepared for a quick rebound. With options expiring, we may not see a rebound late today or until Monday if not at the open...I'm optimistic that open will be green. Keep buying. Keep holding.
Intel maintains lead against $AMD on single thread, says New Street
Intel (INTC) and AMD (AMD) launched new laptop central processing units at CES 2022 and both are expected to be featured in laptops released throughout the beginning of the year, New Street analyst Pierre Ferragu tells investors in a research note. The analyst says Intel maintains the lead against AMD on single thread performance metrics and takes the lead on resource density and architecture. Intel 7 manufacturing is about equivalent to the TSMC 6nm used by AMD, and barely behind the TSMC 5nm used by Apple in M1, notes Ferragu. The analyst continues to expect Intel to "restore competitiveness and profitability" in its core business between now and 2025.
$NVDA $AMD
NVDA back over $300+ coming
AMD back over $150+ coming
https://www.reuters.com/technology/tsmc-q4-profit-rises-164-record-beats-market-forecasts-2022-01-13/
$TSM $NVDA $AMD
Enough said...
Im buying $AMD
Enough said...
Im buying $amd
When Intel reports ER.
Im buying $amd
Intel (INTC) and AMD (AMD) launched new laptop central processing units at CES 2022 and both are expected to be featured in laptops released throughout the beginning of the year, New Street analyst Pierre Ferragu tells investors in a research note. The analyst says Intel maintains the lead against AMD on single thread performance metrics and takes the lead on resource density and architecture. Intel 7 manufacturing is about equivalent to the TSMC 6nm used by AMD, and barely behind the TSMC 5nm used by Apple in M1, notes Ferragu. The analyst continues to expect Intel to "restore competitiveness and profitability" in its core business between now and 2025.