TVermeulen
2021-11-06

Both gained 30% in a week. Amd merge coming, but the gpu market is running strong. Intel May hamper their market cap…at least amd still dominate the cpu market…for me I’m playing the love triangle and have all of them covered 

免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

精彩评论

  • RalphWood
    2021-11-06
    RalphWood
    Intc earns $5.26/share while Amd makes $3.16/share. Wall Street does not value mature companies that have incremental but steady growth. They would rather nurture stumbling companies with sporadic growth.
    • fishhhh
      Intc earned $1.71 eps vs amd .73 eps per 3rd quarter of 2021. Its more than double. I believe amd adjusted for tax from years of loss from operation as well.
  • JackJackson
    2021-11-06
    JackJackson
    In my view, mid or long term AMD will go much higher from here ($136), but short term volatility or pull back may exist? Just something to share with my fellow longs and 'smart shorts'! I am sure most of you have done great and will continue to do very well! GLTA!
  • RaymondReed
    2021-11-06
    RaymondReed
    AMD sh price can go to $120, even $100, and still has made more money for share holders than Intel has done. So to those chirping birds from Intel coming here...AMD shall bounce to $150 far sooner than Intel sees $100.
  • RussellSimmons
    2021-11-06
    RussellSimmons
    INTC is the strategic hedge that the free world cannot afford to lose. Sooner or later the government will be helping to fund INTC fabs just like Taiwan and South Korea help their fabs. Leave your excess money in INTC stock and watch it grow, do you think AMD will quadruple from here?
  • ChristopherGonzalez
    2021-11-06
    ChristopherGonzalez
    Probably not the best idea but AMD is my largest position by far. Google 2nd. Just a big fan of Lisa Su. Trust my money with her more than any other CEO.
  • JoshuaAlexander
    2021-11-06
    JoshuaAlexander
    My suggestion for AMD : Show benchmarks of Zen 3D (w/ v-cache) v. Alder Lake. AMD should grind Intel to the floor with 15% gaming performance increase.
发表看法
10