DD 28/05/2019

It will be interesting to see how the market reacts today. Lots of news to process from Computex. I tuned into Intel's keynote and I wasn't impressed. It was loaded with fluff. The presenter seemed like he couldn't get off the stage fast enough. The Ice Lake portion was brief and light on performance specs, seemingly by design. I'm no expert though, so maybe I missed some key details.

Here's hoping today is the beginning of a long march upward!

Posted May 28, 2019, 7:19 AM UTC

31170
Aaron4424•

I don't expect as much as I would hope. People seem to understand tradewar more than they understand the impressiveness of the computex presentation.

​

If the market is red today and AMD is green I'd take it as a win.

Edit:so far my expectations have been exceeded.

27
NoTrip_48•

EZ Clap

8
amd_circle_jerk•

nothing on news, AMD goes up 10%

best computex and an affirmation that AMD going to the moon, market adds 2%

welcome to AMD

19
psychorameses•

I said as much (trade war matters more than Computex) and this sub was like BUT COMPUTEX COMPUTEX COMPUTEX RAWR

0
amd_circle_jerk•

8% up is a good result though. this while trade war on, once trade ends you can add another 8% to our SP

2
killmorekillgore•

No chance of a 10% rise unless the market goes up 10%.

-7
reliquid1220•

A re-read maybe necessary.

6
killmorekillgore•

Nope, I would like to be wrong though :)

0
NewTsahi•

This is not being wrong, much worst then that.

2
GarGulHurb•

Already up 8%...

5
killmorekillgore•

I really really want to be wrong here :)

3
MrGold2000•

So if AMD end the day with a 9.8% gain you will claim that you where right all along ? :)

4
amdforlive•

Feel like 40

12
kd-_•

Highly unlikely to go that high before new products are officially out and tested and even then you'd probably need broad datacenter/desktop ecosystem support before that happens, like frontier and apparently MS, not necessarily as "aspirational", but more of those neverthless. It looks like this support may actually materialise, we'll know by the end of the year.

11
xceryx•

I think we will see 40, but probably after q3 er in nov

6
amd_circle_jerk•

depends on trade war

2
UmbertoUnityOP•

I wouldn't complain!

2
NewTsahi•

No doubt 40, just when, today, next week, month, quarter, year?

1
amd_circle_jerk•

no trade war would push us to $34 EOY

1
NewTsahi•

AMD will jump up, just a matter of when, before 2019 end, and then more on 2020.

They just need to start the selling.

with or with out china fire crackers.

3
Gepss•
11
NewTsahi•

" Analyst Hans Mosesmann maintained a Buy rating on Advanced Micro Devices today and set a price target of $42."

Solid target.

Most people don't understand (yet), AMD replaces intel. linus got it yesterday (at last).

3
[deleted]•

only need 30% market value from Intel and 30% market value from Nvidia to flow to AMD and we are @100. Not much asked? So HODL!

9
UptrendDownswirl•

We won't get 30% from NVDA though.

40$ is my PT for years end.

Except you know something we others do not?

3
cantmakeupcoolname•

30% seems reasonable, Radeon was at 30% a year ago.

1
UptrendDownswirl•

Hopefully. But they are not sleeping like intel.

1
smartid•

Except you know something we others do not?

https://i.imgur.com/uRQGLYn.png

1
[deleted]•

So?

1
ILOVENOGGERS•

why? AMD is winning in datacenters left and right.

1
UptrendDownswirl•

Mindshare mostly.

Secondly, NVDA GPU's are more Powerfuland more Powerefficient.

1
ILOVENOGGERS•

not for compute. and the money is in datacenters

1
gravballe•
8
jackkan82•

I thank Lisa Su for my wealth every day. After that, I thank Brian Krzanich. They are the mother and father of my retirement.

1
Cyborg-Chimp•

+5% in 10 minutes of open.

8
jhoosi•

Kudos to whoever bought calls on Friday.

5
Indrejue•

only had enough to buy 5 but they have almost quadrupled already.

3
Fekillix•

Bought a few 3x leverage bull shares, but traded on euro market so they will move tomorrow.

2
Thierr•

Eu market was open on monday so I just loaded up on calls while Europe SP was only up 1%. Almost feels like insider trading lol

1
UmbertoUnityOP•

Whoa, if you are bullish this thing might have room to run! lol

1
Thierr•

Ive always been bullish long term, I just have a shorter trading time frame than most. I plan on taking half off tomorrow and letting the rest rise until after E3. I think after that most will be priced in and hyped up

1
Tumirnichtweh•

I expect that we will be green. Not 20% green, but at least 5%.

7
OmegaMordred•

I wouldn't be surprised if we had a big move up. Premarket is as expected already around 2million, such big volumes usually make big swings during market day.

Edit:Love it when my gut feeling is right❤️

5
raokster•

Trade War is the only thing that can keep AMD from rocketing today.

I turned to bull after Computex. AMD + partners did display something that it is hard to believe anything but good for AMD. There will most probably be very strong few years for AMD.

5
amd_circle_jerk•

I believe its the calm before the storm, big players need volume shares, they waiting for market open and boom!

4
wizardmode•

We'll see $29-32 today, unless some crazy shit with general market goes down.

3
KomputerIdiat•

Be honest, how many times have you thought 30 in the past few weeks?

9
NewTsahi•

I remember the climb to 34 and i chickened out, because it was 'too early', i was right then.

2
amd_circle_jerk•

not enough! where is underdog when u need him!

1
yiffzer•

Never. There wasn't any substantiated news to go on. This time, we have official news.

1
cinaz520•

Just once, When we slamming against the low 28s a week back

1
wizardmode•

If the market was green today we'd be at $30 right now. Guess we'll have to wait until tomorrow for $30.

1
boomerandzapper•

premarket only up 2%

2
[deleted]•

[deleted]

1
[deleted]•

[deleted]

0
wizardmode•

volume is 40k shares, the rest of the market is red, amd is up and its only ARCX right now chill.

3
[deleted]•

[deleted]

1
kiamori•

Considering the market took a dump and AMD is above $29 I'd say i nailed it. :-) $32-35 by June 7th I would say.

1
NewTsahi•

Anybody knows if short burnout is on the table?
Is there a site that give this info?

How many short put expire on June and on what stock value?

3
brad4711•

The $25 puts I sold expire this week

1
nhidog•

Congrats on all callers! I had 26.5 call but sold a bit early when SP was 27.80, so bout 1.41/c but hey 20k in a week can't complain. Had I held on another hour would have been 45k.

Also have 30 call bought prior to China scuffle, so still trying to break even there. Damn had we not gone to trade war, would be in the money there as well.

3
boomerandzapper•

post your gains on wsb

3
Geo-Nerd•

LOTS of "Watch AMD" chatter on the assorted financial news feeds today. The hype train at full throttle!

3
gravballe•

not good enought before we break last summer high of 35...

3
NoTrip_48•

Going in with low expectations for today. Hope I’m wrong.

2
amd_circle_jerk•

this is my fault, I took out a loan to buy AMD shares and now AMD going sub $25, I'm sorrrryyyyyyy!

-4
NoTrip_48•

Lol. We will be fine. Pre-market already looking promising

1
amd_circle_jerk•

my loan is doing good ;)

2
rxpillme•

I was hoping they were going to Demo server chips like AMD. We need to know what we are facing next year.

2
wizardmode•

Nothing new... just like they demo'd

1
NewTsahi•

You can extrapolate by what you already know.

All was given in the past, but lets summarize: Epyc is king of server world.

​

What more do you need to know?

1
NewTsahi•

All index green now

2
[deleted]•

[deleted]

1
[deleted]•

[deleted]

2
jadeskye7•

up two points, 8%, can't complain!

2