Enid Bertha
Enid Bertha
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$Intel(INTC)$ I'm studying Intel like a mad scientist and watching it like a hawk. It seems that Intel has started putting wind back in the sails, but it hasn't found traction yet. The new products and new management coming are definitely positive.
$Intel(INTC)$ Nothing has changed. Intel still remains ridiculously undervalued at $100B. Even if Intel had to sell off its parts today, its worth much more than the $100B it is valued today. The gap to $30+ will get filled - its a matter of when not if. Dont let the big players scare you into selling by saying Intel is uninvestable!
$Advanced Micro Devices(AMD)$ This will certainly bounce back big. This is just noise what analysts are doing. In reality, AMD is constantly improving. Their latest ROCm v 6.3 (released on Nov 26th 2024) is highly performant like Cuda. Previously, yes, they all lacked software stack, but that gap is closing sooner than you think. What I hear from AMD and some of the the articles are that they have been heavily working on software stack for AI, and that too lot of engineers, spending somewhere $5 billion annual budget to improve software stack itself, to close all the gaps with Cuda.
avatarEnid Bertha
12-25 14:59
$Intel(INTC)$ PCWorld says own exhaustive testing show that you shouldn’t buy a Qualcomm-powered Copilot+ PC if you want to do gaming. They say many of the multiplayer games even failed to launch... gosh.. — including Diablo IV, PUBG, Counter-Strike, and Valheim — and the games that did run on Snapdragon ran much, much better on Intel’s Meteor Lake graphics, with the difference often making such games practically unplayable on Qualcomm. Lol. Arc B580 and Lunar Lake is the best. Intel secures its place in Grahics card solidly. Next year version will be even better.
$Advanced Micro Devices(AMD)$ AMD is out of favor along with all semis, except NVDA. But the AI story is real for AMD, just a bit slower, for those who can be patient. NVDA has 3.4 Trillion in Market Value while AMD is a dirt cheap .23 Trillion. AMD can double easily with a single good AI forecast of their 300X chips.
$Advanced Micro Devices(AMD)$ much like what happened with AMD’s earnings last month, investors could “buy the rumor, sell the news.” The company could beat expectations, but shares tread water/move lower immediately after the release.However, the earnings release could also entail other positive surprises, such as a raising of MI300 sales forecasts. Management may also provide positive updates regarding its AI-PC chip and other generative AI-related endeavors.All of this could keep shares surging post-earnings. Perhaps, even toward the $250 per share price level. With more out there signaling another big rip, and another big dip, as it stays an AI winner, stay long on AMD stock.
$Advanced Micro Devices(AMD)$ The news media has everyone day trading, with story after story questioning if now is the time to buy or sell. You really need to ignore these people. I don't know how many negative stories I read about TSLA and PLTR this year, and thankfully I didn't listen to any of them. And yes, I am very bullish on AMD.
$Advanced Micro Devices(AMD)$ Timing is perfect almost done with consolidation just before the Santa rally tax season is done new chip due out in January $137 is technically still bullish if you can’t get excited about the stock, you own or understand what it is that you own, please sell and go somewhere else. Diamond hands $250 or bust!
$Intel(INTC)$ Go look at the weekly chart, Intel was building a cup and handle before it broke down.It's going to recover that cup & handle pattern and blast off past $100 in 2025.Pivot high for Intel is $76, hitting $100 from there is eazy, peaze, short squeeze.It is still early to hop on this ride.
$Advanced Micro Devices(AMD)$ It seems that you forgot that we are in times of high interest rates, because we have been like this for a long time and yet last year AMD rose a lot. Wait for the end of 2025 and this will double, it is a good investment.
avatarEnid Bertha
12-25 14:59
$Advanced Micro Devices(AMD)$ I told you all to buy the dip around $119 last week. RSI was way oversold. Tax selling over, and it should reach $130 by earnings. Solid support at $120.AMD is a great trading stock if you know what you're doing.
$Intel(INTC)$ Intel's turnaround story is real. They've nailed down 5 nodes in 4 years, which is an insane feat in the semi world. TSMC is still ahead, but Intel's IDM 2.0 strategy, coupled with U.S. government backing via the CHIPS Act, is going to be a game-changer. Also, don’t underestimate their investment in Gaudi AI chips—it’s where the future of AI/ML lies. Give this one two years, and we could be looking at a stock that doubles.
$Advanced Micro Devices(AMD)$ $Intel(INTC)$ You guys don't understand. AMD and Intel merge and then provide an all in one AI Datacenter product that is superior/more convenient & open source to Nvidia. AMD can then re ipo all the fabs after they collect the free fab money from the Gov. And then new Fab company will be the USA source of chip fabrication but AMD and Intel will consolidate all their IP and customers.
$Advanced Micro Devices(AMD)$ May 14 2021 AMD was $74.59 now in 2024 on May 14th at  $153.16 or even today at $138.37 that’s roughly a 100% gain.  So it is absolutely true… AMD has indeed gained since 2021.But Go ahead though, cherry pick away as I just did.   It’s your post.But that’s not important.  What is important is what AMD is going to do!$250 Christmas I have said all year.  Regardless $250 is coming.  Some just may not be long enough to appreciate that.
$Advanced Micro Devices(AMD)$ AMD’s partnerships are stacking up with big names like Microsoft, Oracle, and Meta. They’re not just taking on Nvidia but also carving a unique niche in the AI game. Staying long on AMD for the long-term potential. 🤖💼
$Intel(INTC)$ In my opinion, J Srouji, Apple's HW senior VP who has a strong track record in the semiconductor industry, will be a good CEO candidate!He started with Apple when A4 came out. And A5 was the one which made Apple started booming.If he can join Intel as CEO, I believe Intel pps will immediately fill up the gap at $30!
$Advanced Micro Devices(AMD)$ $Intel(INTC)$ Well, as an Amd investor, I was surprised that its pps can drop so much from its ATH. Fundamentals seemed great, but market obviously disagree. Why? I can only say likely I missed something important.I also invested some in Intel after DT got elected. Now I feel Intel may have better chance to shine because it has US on its side. The recent A18's success confirmed by the company (although still disputable) gave me more confidence.I'll keep both Amd and Intel for a while. In my view both have good chance to be very successful!
$Intel(INTC)$ The 18A performance comments were completely ignored. Otherwise, the stock would be above $25. I think investors just don't know what to believe at this point. Intel is at the "show me" stage because investors have been strung along for so long with little tangible results. When it does happen and it will happen soon...the pinned up demand for Intel stock will shoot up to $30 in short order!
$Advanced Micro Devices(AMD)$ AMD is proving it’s not just a follower but a leader in the AI space. The MI300 series is setting benchmarks with unmatched efficiency. Expect more partnerships in 2025 that will solidify its data center dominance. 🚀 Long AMD!
$Intel(INTC)$ Now that Trump administration is in, the INTC will receive more attention under the "made in usa" policy. I am very bullish about INTC. By the end 2025 its price may reach its previous level of $50 per share

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