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AMD going to explode

Started by No guessing game, Aug 09, 2024, 02:50 PM

« Maybe I should find a partner... | you cook cup noodle in orpit dare to use this type of stoppper or not »

Joe Maya

simi explode ?

hope next week nuclear explosion till Planet Jupiter.   :s17:  :s17:  :s17:
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No guessing game

Quote from: Joe Maya on Aug 10, 2024, 09:36 AMsimi explode ?

hope next week nuclear explosion till Planet Jupiter.   :s17:  :s17:  :s17:

This one will take weeks currently still in accumulation phase
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default

now is like sideways leh

segway
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Only money is real

No guessing game

Quote from: default on Aug 10, 2024, 10:02 AMnow is like sideways leh

segway

I cant advise u cos ppl trade differently. Some wants to be greedy buy from low some wants to play safe only buy when it breaks out
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#19
Quote from: Nevereatrice on Aug 10, 2024, 11:04 AMVix has come down considerably starting to come to normal levels. This is good for index recovery next week low probability of sell offs.
Last week's good unemployment data has calmed ppl down
The carry trade nonsense has been alleviated
People will get normalized and used to it
No chance of recession even if so FED still have several cards up it's sleeves.
Market is looking good. The only thing holding stocks back for now is the seasonality
i think there will be no rate cut at all and highly unlikely US will do QE again anytime in short term

with ME in crisis and everywhr seemingly in recession/down mode, i still think they wont QE further because they are already in deep debt. they keep printing at some point it wont make sense

they want a soft landing...... so will weigh the pros and cons. i am noob about economics and investments but somehow just doesnt feel right........ they QE a lot because of subprime and then the COVID is no choice but cannot keep doing this forever

the world nowadays very different from 80s, 90s tbh. it doesnt follow the norm in many ways. like if stock market go down, gold will rise. oil/commodity price low means market bad.

then lousy profits mean stocks for the company go down, unemployment high means confirm down... nowadays like not very true, even their theories, old rules dont really hold true too much all the time

like people say Intel sure die off or go down, i happen to think otherwise........ not say in short term or say technicals wont go down - this one confirm happen coz no one believes in them and their products for now

but if they handle RMA of their chips well from now, then stock price go down further and when they introduce their new chips in say Oct/Nov and no issues, AMD might not win all the way. Somemore they are still market leader

performance wise the new AMD chips super power efficient, cut almost 40%, but performance is shit. same or even slightly lousier than last gen and their 9600 chip cannot get it to work

next gen Intel's chip are said to be more power efficient. performance wise they still beat AMD's previous and current gen.

if they manage to make the power like 40% less and remain same or even slight improvement, they will win the market again and dominate since most of the market is still theirs

im not saying can buy in now since everyone thinks they are shit and overpriced and they have been shit for very long

They had a chance to buy 15% of OpenAI but they let it slide few yrs ago. but now u all see Elon Musk also trying to sue OpenAI

Intel is now lowest price since 1998. if it goes down further (of course can go to zero im not disputing that, but i think the likelihood is not that high), i think can buy a bit to bet on it

if Intel gets their shit right, over next 3-5 yrs will more than likely get back the money

all these not based on technical or whatever analysis just gut feel though
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if intel goes to $15 i may buy a bit if i got the money.

Coz u see AMD's new gen chips not so good. but they also got another upcoming competitor Snapdragon which is powering some laptop chips and apparently not so bad even compared to Apple's processor
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bsg

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No guessing game

#22
Quote from: default on Aug 10, 2024, 11:13 AMi think there will be no rate cut at all and highly unlikely US will do QE again anytime in short term

with ME in crisis and everywhr seemingly in recession/down mode, i still think they wont QE further because they are already in deep debt. they keep printing at some point it wont make sense

they want a soft landing...... so will weigh the pros and cons. i am noob about economics and investments but somehow just doesnt feel right........ they QE a lot because of subprime and then the COVID is no choice but cannot keep doing this forever

the world nowadays very different from 80s, 90s tbh. it doesnt follow the norm in many ways. like if stock market go down, gold will rise. oil/commodity price low means market bad.

then lousy profits mean stocks for the company go down, unemployment high means confirm down... nowadays like not very true, even their theories, old rules dont really hold true too much all the time

like people say Intel sure die off or go down, i happen to think otherwise........ not say in short term or say technicals wont go down - this one confirm happen coz no one believes in them and their products for now

but if they handle RMA of their chips well from now, then stock price go down further and when they introduce their new chips in say Oct/Nov and no issues, AMD might not win all the way. Somemore they are still market leader

performance wise the new AMD chips super power efficient, cut almost 40%, but performance is shit. same or even slightly lousier than last gen and their 9600 chip cannot get it to work

next gen Intel's chip are said to be more power efficient. performance wise they still beat AMD's previous and current gen.

if they manage to make the power like 40% less and remain same or even slight improvement, they will win the market again and dominate since most of the market is still theirs

im not saying can buy in now since everyone thinks they are shit and overpriced and they have been shit for very long

They had a chance to buy 15% of OpenAI but they let it slide few yrs ago. but now u all see Elon Musk also trying to sue OpenAI

Intel is now lowest price since 1998. if it goes down further (of course can go to zero im not disputing that, but i think the likelihood is not that high), i think can buy a bit to bet on it

if Intel gets their shit right, over next 3-5 yrs will more than likely get back the money

all these not based on technical or whatever analysis just gut feel though


Intel won't go down it is investing
building new founderies to produce chip now and the us govt have bias and favors Intel it will only pay off in 2027. Investments take time to payoff right now the results is shit because of heavy investment in the founderies
I'm just fear mongering in edmw
Amd is just what i saw on the charts they produce what do what analysts say what about them i never follow
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hannor US govt and too many data centers and everywhr vested into them. not say wont die. nothing is impossible

but it's hard to die

just that if want it to go up until very high it's quite impossible... if at $15 go up to $20 or slightly more it's possible just that have to wait very long and see their strategy........ still possible to lose la

but now all eyes on AMD, snapdragon, tsmc, tsla, nvidia blah blah, as if confirm will win........ all these technical traders like u all lah

but nvidia too hyped liao. tesla even worse. i dont understand what's the hype with Tesla when there are so many EV makers and EVs pose so many problems

overvalued liao still people keep buying
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No guessing game

#24
Quote from: default on Aug 10, 2024, 11:51 AMhannor US govt and too many data centers and everywhr vested into them. not say wont die. nothing is impossible

but it's hard to die

just that if want it to go up until very high it's quite impossible... if at $15 go up to $20 or slightly more it's possible just that have to wait very long and see their strategy........ still possible to lose la

but now all eyes on AMD, snapdragon, tsmc, tsla, nvidia blah blah, as if confirm will win........ all these technical traders like u all lah

but nvidia too hyped liao. tesla even worse. i dont understand what's the hype with Tesla when there are so many EV makers and EVs pose so many problems

overvalued liao still people keep buying

Tesla is another i fear monger stock. They are not just a automobile company they are also  a data company.
Right now someone drives their car the data will be sent to their headquarters to prep for FSD. These data are precious because they can license to other oems when they also venture into fsd in the future. I know what's happening just too many ljl in edmw
No need to say i wont type these  in edmw
Vix has already come down which means the macro factors impacting the sp500 crash is alleviating. What's left is the usual August September seasonality affecting stocks. Just ride it out to nov

jim889

Quote from: default on Aug 10, 2024, 12:15 AMThen u talk so much. Ur last time few dollar is how many decades ago

not too long ago .. before cobid
 :frown:

default

Quote from: Nevereatrice on Aug 10, 2024, 11:59 AMTesla is another i fear monger stock. They are not just a automobile company they are also  a data company.
Right now someone drives their car the data will be sent to their headquarters to prep for FSD. These data are precious because they can license to other oems when they also venture into fsd in the future. I know what's happening just too many ljl in edmw
No need to say i wont type these  in edmw
Vix has already come down which means the macro factors impacting the sp500 crash is alleviating. What's left is the usual August September seasonality affecting stocks. Just ride it out to nov

But there are many other data driven companies.

Nowadays which co. Not data driven?

I tell u all i am with ah gong data unit now all also ai ml data.

From grab to intel to tesla to byd to even funeral companies all use data


In fact i stand by my words... funeral industry most recession proof and now not as data/tech driven. If want to watch any spaces it would be those still sticking to tradition and little to no data usage for transformation.


Then again data, predictive models only most useful for big companies, govts

If u open small hawker ctr stall data not that useful or predictive lor... ya got trends like lunch hour, public holidays tho

Sectors like maybe cleaning, funerals or those not super disrupted yet still presents lots of opportunities for stocks.


U see even US funeral companies also like nv talk abt it much lol
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Now lots of those what snowflake, data bricks and many compnies based on data. In fact too many... incl palantir which i also agree still got space to grow.

But a bit too complicated and unpredictable
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No guessing game

Quote from: default on Aug 10, 2024, 12:34 PMBut there are many other data driven companies.

Nowadays which co. Not data driven?

I tell u all i am with ah gong data unit now all also ai ml data.

From grab to intel to tesla to byd to even funeral companies all use data


In fact i stand by my words... funeral industry most recession proof and now not as data/tech driven. If want to watch any spaces it would be those still sticking to tradition and little to no data usage for transformation.


Then again data, predictive models only most useful for big companies, govts

If u open small hawker ctr stall data not that useful or predictive lor... ya got trends like lunch hour, public holidays tho

Sectors like maybe cleaning, funerals or those not super disrupted yet still presents lots of opportunities for stocks.


U see even US funeral companies also like nv talk abt it much lol

It is their belief tesla would monopolize the market when it goes fsd with us govt adopting protectionism against China ev. That's why musk Backing trump China ev don't have this data. Anyway i don't read too much  into these sort of things if not every economists already become millions thru stock

No guessing game

Amd crazy liao  call options increase 72%
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