$Intel(INTC)$ 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]
$Advanced Micro Devices(AMD)$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]
$Intel(INTC)$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.
$Advanced Micro Devices(AMD)$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]
$Advanced Micro Devices(AMD)$ 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!!
$Advanced Micro Devices(AMD)$$Intel(INTC)$ joined the Dow in 1998Look what AMD did to Intel. $NVIDIA Corp(NVDA)$ joined the Dow in 2024.The writing is on the wall. What AMD did to Intel, it will do to Nvidia. Only faster this time.AMD The Giant Slayer[Tongue][Tongue][Tongue]
$Advanced Micro Devices(AMD)$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]
$Intel(INTC)$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]
$Intel(INTC)$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]
$Intel(INTC)$Sold all my shares at $24INTC - No longer in the DOW.Headed back to the teens. $18 - $19That’s when I’ll buy again.Seeing a lot of Intel negativity, but new AI projects could be their redemption. Bullish long term.[Smart][Smart][Smart]
$Intel(INTC)$ expects to achieve positive free cash flow in 2025 (and they seem to be including the $8.5 billion CHIPS Act grant as a capital expenditure offset in 2025 now):The price just got cheaper for Qual! Buy it under the golden price!!!
$Advanced Micro Devices(AMD)$ 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
$Advanced Micro Devices(AMD)$ 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!!
$Intel(INTC)$Trump wins the election. Kamala is now irrelevant for CHIPS Act since she's been defeated. Biden can either direct the CHIPS Act money to be distributed between now and January 21 or let Trump streamline the CHIPS Act rules and distribute the money himself. I expect Biden to release the funds and benefits rather than let Trump gain political capital doing it. [Wow][Wow][Wow]
$Advanced Micro Devices(AMD)$AMD is a very diversified solid growth business and Lisa Su is an amazing business leader, they promised $2B in AI revenue at the beginning of this year and are on track to close 5B this year and 12B next year, we are just getting started here, so buy the dip and hold like 3826 funds and institutions that own majority of this stock including Blackrock, vanguard and state street, this will be a $500+ stock in the next 2-3 years.[Happy][Happy][Happy]
$Intel(INTC)$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!!!
$Advanced Micro Devices(AMD)$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
$Advanced Micro Devices(AMD)$ $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]
$Intel(INTC)$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]