Thomas Flynn

    • Thomas FlynnThomas 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]
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    • Thomas FlynnThomas 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.
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    • Thomas FlynnThomas Flynn
      ·11-20

      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
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      AMD: Golden Chance to Grab
    • Thomas FlynnThomas Flynn
      ·11-20
      $Intel(INTC)$ 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]
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    • Thomas FlynnThomas Flynn
      ·11-19
      $Advanced Micro Devices(AMD)$ 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!!
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    • Thomas FlynnThomas Flynn
      ·11-19
      $Intel(INTC)$ 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]
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    • Thomas FlynnThomas Flynn
      ·11-18
      $Advanced Micro Devices(AMD)$ 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]
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    • Thomas FlynnThomas Flynn
      ·11-18
      $Intel(INTC)$ 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]
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    • Thomas FlynnThomas Flynn
      ·11-14

      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
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      AMD: The Interim Pain will Go!
    • Thomas FlynnThomas Flynn
      ·11-14
      $Intel(INTC)$ 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]
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