Thomas Flynn
Thomas Flynn
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avatarThomas Flynn
11-21 14:53
$Advanced Micro Devices(AMD)$ having $NVIDIA Corp(NVDA)$ be a market mover is just as bad as the UD dollar being the main currency of trade. Remember 2008 crash financial crisis? Look what happened to Greece it collapsed. We cant let that happen in the market. Sure NVDA is a great company. And as great of a company it is, so is AMD. So we cant let one stock dictate the whole market!So believe in what you are holding, and support AMD and its amazing growth trajectory. AMD will pass its all time high by EOY. We are the upcoming leaders of AI. This is an amazing company! [Smart][Smart][Smart]
avatarThomas Flynn
11-21 14:44
$Intel(INTC)$ Front figure in the industry. Positive news fronts the fort. Long-term, this is the future. It was a pleasure to witness NVDs quick growth. I can’t wait to experience INTCs!!![Sly][Sly]Market is trying to take things down, but I suspect the dip will be bought and we're going higher.
avatarThomas Flynn
11-20 14:30

AMD: Golden Chance to Grab

$Advanced Micro Devices(AMD)$ The timing of this potential move is interesting. $Qualcomm(QCOM)$ 's recent success with its Snapdragon X Elite chips and rumors of an NVIDIA x MediaTek collaboration highlight a growing trend of cross-industry partnerships in the mobile and PC sectors. AMD could be capitalizing on this trend.[Happy][Happy]AMD's previous work integrating its technology into Samsung Exynos chips (featuring RDNA ray tracing and FSR) provides some evidence of their capabilities in the mobile market. However, a full Ryzen-based SoC would represent a major step forward.With NVIDIA's growing presence in the AI market, a move into mobile could be a strategic play for AMD to
AMD: Golden Chance to Grab
avatarThomas Flynn
11-20 14:27
$Intel(INTC)$ may get a buyout/merge offer at any time... Too good but too cheap. They have 2x ER expectations for Q4, 2024 than AMD. They will get one or more buyout very soon, maybe even in November. My broker told me, that a offer could be over 30 USD [Happy][Happy][Happy]
$Advanced Micro Devices(AMD)$ is totally cleaning up in the world of desktop processors, with Intel lagging way behind its rival now, at least going by $Amazon.com(AMZN)$ ’s rankings of the bestselling CPUs.[Happy][Happy][Happy]The top place can not be changed!!
$Intel(INTC)$ is the only US company with the ability to fab chips,via buildings,tooling,etc.Domestic manufacturing is not only beneficial for the economy it also important in terms of national security.Whichever nation gains a technological advantage will become the next super power.[Happy][Happy][Happy]
$Advanced Micro Devices(AMD)$ Load up AMD as much as you can. Blackwell getting striked out and possibly for good this time. The piece of junk is overheating and they are trying to fix the problem by resigning the rack which doesn't. What does that tell you? Blackwell is gone. $NVIDIA Corp(NVDA)$ likely be getting massive order cancelations and refunds, and they will be replaced by AMD chips. Short NVDA buy AMD![Smart][Smart][Smart]
$Intel(INTC)$ could hit $50-$70 by Dec 2025 with key growth drivers: AI chip expansion (like Gaudi chips in AI), increased U.S. manufacturing with CHIPS Act support, and entry into foundry services to compete with TSMC. Partnerships with $Advanced Micro Devices(AMD)$ and strengthening the x86 ecosystem also boost its market position. Strong dividends add appeal for long-term investors.[Happy][Happy][Happy]

AMD: The Interim Pain will Go!

$Advanced Micro Devices(AMD)$ We are witnessing AMD growing pains into a System Engineering house that will increase its AI GPU HW/SW solutions. 4% of the AMD workforce will take the brunt. 1000+ AI System Engineers already seasoned today on MI300/325 systems development and delivery will be added to the AMD ranks. They hit the ground running for AMD in 2025 from the ZT acquisition. AMD will also sell off OEM manufacturing from the ZT acquisition and trim current AMD employees not aligned with this metamorphosis.This transition both broadens and strengthens AMD’s entry into a huge $650B TAM. AMD will increasingly absorb market share from this TAM in 2025. AMD is going into TAM areas where a more narrowly focused
AMD: The Interim Pain will Go!
$Intel(INTC)$ For Trump to make America great again, it requires at least 1 or 2 US fab companies to lead the chip industry.To me, Intel and $Qualcomm(QCOM)$ may be potential candidates? $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ and Government's commitment to use Intel 18A (2nm) chips obviously provide a good base for DT to go from there.If so, Intel market cap can increase 5x or more in the near future (2-3 years).GLTA![Tongue][Tongue][Tongue]
$Advanced Micro Devices(AMD)$ $140 by Christmas.. $150 at Best.AMD is poised to surge. The reduction in political market uncertainty and great earnings will ignite AMD.AMD's one-year forward Price-to-Earnings Growth ("PEG") Ratio is 0.41 (Fiscal 2025 forward P/E of 24.83 divided by EPS growth rate of 60.04). Some investors consider a PEG ratio of one fairly valued. So, investors may undervalue AMD's projected earnings growth rate in 2025. If the stock sells at a fair valuation PEG ratio of 1.0, it would be $324.82, up nearly 128%.[Sly][Sly][Sly]
$Intel(INTC)$ Ultra 7 Series 2 is the x86 answer to Snapdragon that I’ve been looking for personally in a laptop, for that reason alone I’m in - I think they will surprise to the upside the next few quarters [Grin][Grin]Can we get our +30-40% day now!!!
$Intel(INTC)$ pulled back with most of the market yesterday. As long as the rest of tech turns back around and continues upward momentum, so will Intel. 🤷🏻‍♂️[Tongue][Tongue][Tongue]I have to wonder if this is the kind of trade the market makers have in mind... force Intel to a point of doing reverse split before ultimate recovering beyond all the lost valuation into new greatness by 2030. This implies INTC would fall below $10 and consolidate until there's nobody retail left.[Shy][Shy][Shy]

Long Investment for AMD!!

$Advanced Micro Devices(AMD)$ How Long Are You… Investors all have different philosophies.. just as all people are different. Thats a good thing ![Grin][Grin][Grin]But AMD is a Long investors stock. My philosophy is like Warren Buffet. Buy high quality growth and hold… for years. “Concentration builds wealth. Diversification protects wealth.” “Diversification does not make much sense if you know what you are doing.”I’m concentrated in AMD for 8 years now. Having risen over 8,000% in a concentrated allocation, you can see why I am happy. As far as the future, I earnestly believe, as so many analysts say today, AMD’s day is not here yet. AMD has never looked so good for the future. AMD has set itself up for a serious long wi
Long Investment for AMD!!
$Intel(INTC)$ Bears are doing very well shorting Intel so far this year."Winner take it all"! To make America great again needs to regain US dominance in chip industry.Trump realizes that and vowed to make it happen! Intel is so-called " Too important to fail"![Smart][Smart][Smart]In my view, it won't be easy, but it will succeed just like how US rescued financial (big banks), auto & airline industries etc.The risk for Intel to be the leader certainly exists. But with government injecting money & buying high-end chips, Intel has good chance to turn around. And if that happens, Intel market cap will increase from the current 113B to 500B ($26.2 to 116 pps) perhaps in 2-3 years!
$Advanced Micro Devices(AMD)$ The story is pretty simple…she hit all the financial targets she committed to in 2024….She will hit all the 2025 targets…essentially earnings revenue and free cash will continue to grow at a pretty high rate…Will it get to 250 this year? Who knows, but it seems like it will go higher as the year closes out.[Happy][Happy][Happy]
$Advanced Micro Devices(AMD)$ With AMD's over the weekend great news will send stock price to $160 by next week. Don't underestimate the number 2. Lisa Su said going into 4th quarter revenue will be up. The holidays are coming up, safest bet in the world they release news that support their 4th quarter revenue beat[Happy][Happy][Happy]

INTC: Still Long Bull!

$Intel(INTC)$ I wanted $28, but I will take the $26.20 I got. I’ve completely sold my $33k worth of options I purchased on Aug 6th for $47.6k. The high was $57k and low was $18k. End of the day I think this ends not much higher then $28 by Jan 17th and I would have lost money due to theta. Great leg up we’ve had three. Foundry split rumors, buy out/earnings, and now Trump policies.I believe we see a big fall from here before a catalyst brings it to $28 around December, but not before theta would have eaten a ton of value from those calls.Looking for next opportunity in, even if it’s not with Intel. Thanks crew. Still bullish long term.[Smart][Smart][Smart]
INTC: Still Long Bull!
$Advanced Micro Devices(AMD)$ Pensando DPUs are going to be a HUGE deal.Market is sleeping big time on AMD.[Smart][Smart][Smart]What’s more, the Semiconductor Industry Association (SIA) today announced global semiconductor sales were $166.0 billion for the third quarter of 2024, an increase of 23.2% compared to the third quarter of 2023 and 10.7% more than the second quarter of 2024. Global sales were $55.3 billion during the month of September 2024, an increase of 4.1% compared to the August 2024 total of $53.1 billionSo huge market!!
$Intel(INTC)$ As I predicted, Intel jumps & $NVIDIA Corp(NVDA)$ / $Advanced Micro Devices(AMD)$ are laggards. Trump will get rid of all the nonsense DEI requirements for Intel Chips funding provisions. On the flip side, he will make it much harder for $Samsung Electronics Co., Ltd.(SSNNF)$ & $Taiwan Semiconductor Manufacturing(TSM)$ to get their funding, which in kind will hurt Nvidia/AMD. INTC to $30+ in the short term![Wow][Wow][Wow]

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