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AMD stock up 52%

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Re: AMD stock up 52%

#61
post #27

Earlier quoted context omitted.

Just read the comments below before posting again.

Which comments? You do realise that the order of comments is influenced by votes and how recentley they were created? Either give us a proper explanation or a link to the comment you are refering to. Stock splits are only about convenience. Imagine if all we had are $100 bills. Buying groceries will be quite a hassle. The government then decides to do a split and let everyone exchange their $100 bills with 10 $10 bil…

This is a too simple analogy. Some exchanges wont list a stock if it's under $1. Some brokers wont let you short under $5. If grocery stores took no bill smaller than $1 , would you really want to cash your $10 bill into pennies?

Re: AMD stock up 52%

#62
post #21

$9.10 in 2011, 52% looks good on the day chart, not so good over 5 years...

Yeah, I bought some AMD stock when I thought it was undervalued at like $8. It just proceeded to fall a few bucks over the next year or two.

It is cheap enough now to buy a few dozen shares and get an easy return if it rises, without hurting too much if it falls again. And it's not like AMD is going out of business anytime soon. Certainly the value of their IP and assets would justify a floor in the stock price.

Re: AMD stock up 52%

#63
post #40

I was just thinking these past few days how AMD is highly undervalued and would likely see a big boost from the launch of Zen. Since Zen is still not launched yet, I think there's opportunity for the stock to grow even up to 100% or more from where it was. As a little side note, I think it's fantastic that AMD is replacing its E-series APUs that used Atom-like CPU cores in low-end notebooks, at a time when Intel is d…

Just a small tip if you think mtgx is right and want to bet on the Zen making it big to wait a few days until the stock settles from the jump its just made. There's sort of a springy-ness that follows a big jump as speculators and long term investors sort out the value of the stock with this new info, and usually that means the stock will drop a few % below the peak over the few days after it.

This is just for if you want to isolate your bet on the Zen from the jump in stock that it's just made (assuming that was not Zen related). Not a prediction that it will actually go down. (If you bought now, and it would go up the coming few days you might feel like you made a good decision, but it was actually due to effects that were outside your expectations, so basically luck which is something I feel should be as small as a factor in your investments as possible)

Re: AMD stock up 52%

#64
Everyone who has been paying attention has seen this coming. I've enjoyed getting my fair share since all the insider movement in the last month.

Here are the recent financial articles about AMD:

http://www.markets.co/analysts-bullish-on-top-technology-pic...

http://thefly.com/landingPageNews.php?id=2360810&headline=AM...

And all the bloggers :

http://www.fool.com/investing/general/2016/04/22/buy-advance...

http://amigobulls.com/articles/shorts-are-running-away-from-...

http://www.fool.com/investing/general/2016/04/14/3-tech-stoc...

https://valuestocks.whotrades.com/blog/43296425516

Here are all the insiders buying about 3 weeks ago:

https://www.tipranks.com/insiders/harry-wolin https://www.tipranks.com/insiders/forrest-eugene-norrod https://www.tipranks.com/insiders/devinder-kumar

I took this from https://www.tipranks.com/stocks/amd

Re: AMD stock up 52%

#65
post #64

Everyone who has been paying attention has seen this coming. I've enjoyed getting my fair share since all the insider movement in the last month. Here are the recent financial articles about AMD: http://www.markets.co/analysts-bullish-on-top-technology-pic... http://thefly.com/landingPageNews.php?id=2360810&headline=AM... And all the bloggers : http://www.fool.com/investing/general/2016/04/22/buy-advance... http://am…

This reads like an ad for TipRanks.

Re: AMD stock up 52%

#66
post #64

Everyone who has been paying attention has seen this coming. I've enjoyed getting my fair share since all the insider movement in the last month. Here are the recent financial articles about AMD: http://www.markets.co/analysts-bullish-on-top-technology-pic... http://thefly.com/landingPageNews.php?id=2360810&headline=AM... And all the bloggers : http://www.fool.com/investing/general/2016/04/22/buy-advance... http://am…

This reads like an ad for TipRanks.

Well, the alternative would have been posting the data without any attribution to where I got it from. Would that have been better?

I also followed AMD in Google News but honestly couldn't find anything too interesting there.

Re: AMD stock up 52%

#67
post #57

- Intel plateaued, no significant user-appreciated progress in the past 5+ years - problems with scalable 10nm, 14nm might be the next 28nm for a while and all manufacturers will catch up, obliterating Intel's major advantage - Zen might be sufficiently competitive with older Core chips on performance, power and price, better on GPU side (hopefully not another Barcelona) - all major consoles run on AMD - Polaris vs P…

Agree, last time the world had any significant CPU performance increase was SandyBridge, and that was the tipping point. Since then we have been using the same CPU performance with less energy usage. Apple already knows this that is why they continue to refine in other areas ( Macbook being a prime example ) rather then providing more and more performance where the user don't need / feel.

Interestingly 2011 was also the year SSD were available in not so luxury price. It was the when 64GB dropped to around $100. Anandtech has been calling this as the largest performance upgrade in history. And I would agree you should trade SSD for ANY CPU performance. That is assuming you are not using some more then a decade old CPU or you already have 16+ GB memory.

If the rumours are true then it is a combination of things making this a perfect storm ( not sure if that is the right way of putting it). Intel no longer has a significant lead in Fab node processing. The money from Mobile processor has help pure play foundry to catch up big time. Zen would offer significant performance increase that pass what most consider as enough ( for now ), and Intel hasn't had much performance gain with Skylake. Running along is the perfect match of new GPU coming from AMD. Which should be first the time ever AMD has a APU competitive with Intel in performance and run circles around Intel in GPU performance.

This sounds all good good for AMD, that is until Intel provides more detail on Goldmont, their next gen Atom. Goldmont, and its Apollo Lake platform, provides all the essential features one would expect for the most common PC user for a very cheap price. Cherry Tail, based on Airmont was already doing well in Surface 3, if Goldmont as rumours suggest provides much higher IPC ( think Core2 Duo like performance rather then SandyBridge ) and comes with Skylake Gen9 GPU along with much cheaper price, this could be a tough battle.

Can wait for both to reveal more details, 2016 will be an interesting year for PC.

Re: AMD stock up 52%

#68
post #64

Everyone who has been paying attention has seen this coming. I've enjoyed getting my fair share since all the insider movement in the last month. Here are the recent financial articles about AMD: http://www.markets.co/analysts-bullish-on-top-technology-pic... http://thefly.com/landingPageNews.php?id=2360810&headline=AM... And all the bloggers : http://www.fool.com/investing/general/2016/04/22/buy-advance... http://am…

Isn't insider trading illegal?

Re: AMD stock up 52%

#69
I worked for AMD in the x86 64bit multicore expansion days (2006ish) There really has been much since then except the ATI acquisition. Selling to Chinese manufacturers sound like a last ditch effort unfortunately.

Re: AMD stock up 52%

#70
post #64

Everyone who has been paying attention has seen this coming. I've enjoyed getting my fair share since all the insider movement in the last month. Here are the recent financial articles about AMD: http://www.markets.co/analysts-bullish-on-top-technology-pic... http://thefly.com/landingPageNews.php?id=2360810&headline=AM... And all the bloggers : http://www.fool.com/investing/general/2016/04/22/buy-advance... http://am…

Isn't insider trading illegal?

Insider trading as in: Reading the SEC reports that insider parties have to submit in order for them to be able to trade the stocks.

This is pretty common, for example I've found a site that uses the same reports I read to trade with a strategy http://www.smarteranalyst.com/daily-insider , I know a guy who works there and he eats his own dogfood (invests with the strategy) and so far he's claiming good profits.

Personally I don't really buy into it yet but we'll see.

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