$Advanced Micro Devices(AMD)$ Pull-back today is no surprise. It's just CES swing traders moving on to their next opportunity. Same reason we were up 4% yesterday. But the news from yesterday is overall positive. Dell's new offering of AI Pro PCs/laptops is a big win, giving AMD more access to the enterprise client market. AMD already dominates the DIY market, it's just a matter of time before the same happens with OEMs. The lower-end AI 300/200 chips are also competitive opportunities to squeeze Qualcomm and Intel out of the middle to lower tiers of laptops. AMD could realistically increase its client CPU sales by $5B+ this year. For long-term investors, today's pull-back is an opportunity to buy more shares under $130 b
$Intel(INTC)$ If you looked at the display PC/Laptop in Costco, Best Buy etc., you'll find that Intel is gaining more than Amd lately.Likely Intel's AI PC/laptop is going to dominate the market share again.Just this area will give Intel at least over $100B market cap!
$Advanced Micro Devices(AMD)$ Bye bye shorties! AMD will dominate in 2025. Many analyst/holders of NVDA are publishing negative articles about AMD vs NVDA! That happened with analyst/holders of INTC when AMD started making moves on their darling stock. Where is that darling stock today? In the dog house. Watch out NVDA! AMD is coming for you too!
$Intel(INTC)$ Intel is pivoting from being a primarily chip designer and manufacturing to more of the manufacturing side. That’s why AMD and other chip designers like nvdia will be paying Intel to build their chips in the next few years.
$Advanced Micro Devices(AMD)$ Mkt technicals show it will be up tomorrow. Semis are getting life Amd nvda in particular. Just imagine 4 months back Amd at 120 would be a super deal and NVDA at 137 after confirming entire 2025 guidance, it would be a killer deal.So ignore the noise and setup your play for 2025!
$Intel(INTC)$ To attract (approach) a good CEO actually is very simple. As most of the respected CEOs have net assets of about may be $20-35 mil$, if one can have a chance to become a billionaire thru stocks or call options, many will have lots of interest to join Intel.Amd's Lisa Su is an example, she had 20+ mil$ before took over the CEO position. With good success in chip design, she is now a billionaire with great reputation in high tech industry.BOD folks, smart up and get things done right this time!
$Advanced Micro Devices(AMD)$$NVIDIA(NVDA)$ AMD has chosen to adopt the open-source ROCm platform, actively contributing to its development, and striving to catch up with NVIDIA's new Blackwell architecture on the hardware front. In the field of inference, they have already achieved some success. While the MI325x still lags behind NVIDIA in the training, the gap is steadily narrowing!
$Intel(INTC)$ I don't see why Intel wouldn't have about a 50% return next year. Without anything unexpected, EPS are slated at about $1.00 and if they make the numbers and don't have as I said unexpected good or bad news I could see this trading at a P/E of 28 to 30.
$Intel(INTC)$ Last day for tax loss selling for 2024 , might be the last day to get some shares of INTC on a major sale , INTC started cleaning the house and the turnaround is now already under way with Higher earnings forecast as things start getting better in 2025. New CEO coming and more house cleaning
$Advanced Micro Devices(AMD)$ I'm Long AMD and been here since Lisa took over, actually have done real well over the long run. seen a lot of good posters here, almost leaving kris to hold the fort down, AMD has been struggling and he seems to be missing, just curious anyone know if he has found better opportunity because lately have been seeing some in the next AI leg up. I'm not selling AMD taxes would kill me and I still trust in Lisa.