xceryx

Is it only me or the whole area. Can't if d it on outage map.

The performance of AMD's stock has been struggling due to slower revenue growth in AI compared to Nvidia. Nvidia's access to the Chinese market through Singapore, utilizing products like the H80, H800, H20, Blackwell, and H100, has given it an edge on AI revenue growth, despite a much larger revenue basis.

However, Nvidia is fast-tracking the Blackwell to gain market share, despite fundamental design flaws like heat and yield issues caused by its 800mm die interconnected structure. These problems are expected to result in low volumes and delays, similar to Intel's Xeon issues back in 2020 Icelake.

Additional complications are anticipated with the Rubin chip, which will feature even larger

Microsoft and Meta both increase spending mainly on inference infrastructure

https://x.com/CapitalPatel/status/1883979050533917134?t=ErFm-GO4h8atUyNIkXeqNA&s=19

We are looking at at least 10B to 20b increase in inference spending alone. Combined with deepseek running on mi300, this is going to be a great year for amd to capture massive inference market in the cloud.

Did I mention that Ryzen AI also benefits as local inference took off?

As there is a supply crisis in Ontario, what will happen to housing price of government of Ontario ban exclusionary zoning for SFH?

Does that mean

1. Price of condo, semi, townhome will stop going up 20% every year, or at least stabilize.
2. Does that mean detached value will go up much more quickly as it could be now 4 houses?

I am 40 and I make aroundn 90k a year. And have around 3M in RRSP. I am not able to maximize my TFSA. Would it make sense to withdraw RRSP every year as I seem to have way too much RRSP and pay down mortgage and maximize TFSA.

Assuming my cost of living is about 90k without mortgage payment or TFSA contribution.

My plan is to withdraw 100k every year, RRSP should still be enough for my retirement, so I can maximize my TFSA and pay down my mortgage. Does that sound right or I am missing anything?

It is actually not central banks fault, or even immigration.

Interest Rate has to be low because industry will be dead if we raise the rate and there will be massive job loss.

It is not immigration fault either as most countries still see surging real estate price without immigrationigration, I.e Taiwan.

It is defintely not millneiun fault as we are just caught at the end of asset bubble created by massive printing on order to keep jobs

Whose fault is it? It is actually government. There are tons of fiscal policy needs to be done to cool the speculation.

Speculation tax where any foreign ownership of people who own multiple property gets taxed like crazy.

Investment tax, have the whol

If you read the prediction I made several months ago, I successfully predict AMD will reach close to 100 after 2020 Q2 ER.

https://www.reddit.com/r/AMD_Stock/comments/hngnbw/amd_stock_history_and_ranges/?utm_medium=android_app&utm_source=share

With Xilinx, 2022 EPS at best is 3. This translate to 150 stock price which will only happen after Q2 ER in the summer. I think we will be in range bound for 6 months.

2023 EPS is at best 4, I am thinking 3.6 as the growth will be slow down because of volume size. The risk reward for 33% appreciation is a bit low considering the slow down could make it even less. I also think 2023 Intel will either has 7nm or they will compete furiously on price

Hello all,

AMD was ranged bound below 15 prior to 2017 because 2020 EPS .75*20

AMD was then range bound below 30 prior to 2018 because 2019 EPS 0.6*50

AMD is now range bound below 60 because 2020 high estimate EPS 1.2 *50, It is stuck in 52 because consensus EPS is 1*50

AMD could possibly break 60 if 2H assumes 2021 EPS. I think the EPS estimate is 1.5*50=75 but we could possibly achieve 50*2=100 in the best case EPS estimate.

This is also why AMD was giving Lisa bonus to raise AMD stock price to 100 because concesus eps in 2022 is EPS 2*50=100

​

TL:DR. AMD should break 60 after Q2 ER to get to 75 or even 100 in the next six months, or we will have to wait until next

I have two 2 kids in elementary school, my wife is a full time house wife in GTA.

Income: 90k/year in IT, working from home in the last decade.

Age:40

I'm currently paying a rent of 2000 dollars for condo. For 2500, I can rent a 800K Semi in Markham but my wife wants to buy a house with 300K downpayment.

What I don't understand is that if I buy 800K Semi and I still have to pay like 1800 mortgage+tax+maintenance, which is close to 2500 anyway. This means i'm paying comparative carrying costs as rent even sinking 300K which could make 5% in stock market.

Is landlord all betting big housing will continue to outpace the stock market here? Is it safe to say that the house purchasing in GT

https://www150.statcan.gc.ca/n1/pub/11-626-x/11-626-x2019006-eng.htm

Disparities in net worth were observed among millennials who had invested in buying a home and those who had not. Among millennials when the major earner was between 30 and 34 years old and had a principal residence (about half of millennial families in this age range in 2016), net worth reached $261,900 (Chart 5). By contrast, net worth for those without a principal residence was $18,400.

If housing bubble were to pop due to the next recession, what we can guarantee is that everyone will feel poor.