Enid Bertha
Enid Bertha
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avatarEnid Bertha
12-26 12:28
$Intel(INTC)$ For all you investors out there don't give up on this stock. Intel is a pure player in Quantum computing and just look how that computing is red hot now. Quantum computing is expected to generate 30 trillion dollars in 2030. This stock will more than double by then.
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.
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.
avatarEnid Bertha
12-24 12:56
$Advanced Micro Devices(AMD)$ $Intel(INTC)$ In my view, Amd should strengthen its partnership with Intel to make x86 technologies even more powerful and efficient (to compete with Arm).Diversify sources of supply not restricted to Tsm for high-end chips.The easiest way to do is to buy some Intel shares (cross-holding type of concept) now, especially the current Intel market cap is only $87B.
avatarEnid Bertha
12-24 12:56
$Advanced Micro Devices(AMD)$ There is a new movement seems to have been starting to boot AMD’s merits. I think the first week of January is when the new campaign gain momentum and catapult this ever-lagger closer to where it should be. Super Long AMD!
$Advanced Micro Devices(AMD)$ 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. 🤖💼
$Intel(INTC)$ 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.
$Intel(INTC)$ Intel's interim co-CEO David Zinsner said "Intel's next CEO will have manufacturing expertise as well as experience in the product side of the business". I believe BOD now knows what they need and will get a right CEO soon.In fact if Intel splitting up the Chip manufacture division is not a bad idea either. The recent reported growth in PC, laptop and server is a good news. Just for the 3 parts, it should worth at least $200B.Adding the values of Fabs, Mobileye, Altera etc. Intel should worth $500B or more, if the company can overcome the current uncertainties and goes smoothly as expected.GLTA!
$Advanced Micro Devices(AMD)$ In case people are wondering what took the steam out of amd sails today, look no further than perma bear Morgan Stanley lowering their price target to $158 from $165 today while keeping their overweight rating on the stock. Why are the so called analysts lowering the PTs and keeping their overall ratings intact now during obvious tax loss selling with no change to the company fundamentals? Hmmm could it be to buy shares as low as they can get them? Everytime we had some momentum over the past two weeks, some analyst comes out with a lower PT. It all started with the Amazon guy, then BofA, then two more this week including Cramer with no mention of two analysts keeping their PTs and rating int
$Advanced Micro Devices(AMD)$ management- white you are growing DC server market, bring a line of AI PCs to the consumer market priced $ 399-699 range. Flood Amazon, Walmart, Best Buy, staples etc offering them good margins.Investors, 118.40 is a lifetime opp to become multimillionaires!Buy while its beaten down by select few on walstreet! Play their game!
$Intel(INTC)$ 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!
$Advanced Micro Devices(AMD)$ 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.
$Intel(INTC)$ Intel did not hit 52 week low even with a huge market drop and the volume was about average it was not heavy like when the CEO retired. It looks like Intel is leveling and will rebound in 2025. The new chips have good reviews and the low end GPU is sold out.
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ The market has lost her mind! There are lots of ads promoting superficial companies as “the next” successful company; the next nvda; the next Palantir (already a flimflammer) .. The gold rush is on and will end soon once the retailers realize that they got ripped off by the MM and VCs … Alas, the realization is always lagged!! For your information: - There is no such a thing as Portable Photonics Quantum Computer. It’s pure rubbish. - Broadcom AI has no overlap with those provided by AMD or NVDA. - All those surging AI software companies are providing, at their best, a very low-barrier-for-entry service. The valuations don’t match the
$Intel(INTC)$ To me, Intel is in fact in good shape after Pat worked hard catching up high -end technologies for 3.5 years.For PC, laptop and server, its market share is over 70%. Now GPU has something matching Nvda & Amd's high end products. More importantly, its A18 is catching up Tsm 2nm chips.It is expected that it will be cash flow positive next year.As a sole semi company that has high-end Fabs, government will strongly support it to become the semi leader soon.JMHO!
$Intel(INTC)$ 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!
$Advanced Micro Devices(AMD)$ $Intel(INTC)$ 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!
$Intel(INTC)$ Intel has 11 board members, out of which perhaps 2 are academic scholars before. Now they have 2 Asml and Mivrochip x-Ceo and chair joining with real good semi experiences. It is in better position to perform.The actual progress of A18 is still not clear- Market believe its yield was very low while Pat said the other way around.In my view, A18 situation needs to be clarified first. In the mean time the new Ceo has to know how to improve from here.Semi industry actually is in a big race chasing real experts to join them. Intel needs to work harder on that not just counting on their "old experts".With government's determination to lead the semi industry, I think Intel has good chance to revive its old glory d
$Advanced Micro Devices(AMD)$ AMD’s market cap is $223B, while NVDA is over $1T. That gap won’t last forever. AMD’s the #2 player in AI, with a clear runway for growth. If you’re not adding here, you’re missing one of the most obvious plays in tech right now.
$Advanced Micro Devices(AMD)$ To everyone who thinks this can't become a massive company just remember a few years ago like what 2017 or 2018 is when we got our first trillion dollar company, and now 6 years later we got 7 or 8 or 9 at a trillion and some Multi trillion of dollars. Economy grows more money is circulating. I can see this being something like a Multi trillion possibly a 10 trillion company one day in the for future if they continue executing the way they have and innovating and creating new products and platforms with these insane TAMs for the next 15 years. Palatir currently has what seems like a monopoly on a platform for basically making real use of your data with the proper governance of that data and s

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