AMD

[Cuddles]

Good luck. CPU-wise Intel has nothing coming anytime soon. Even if AMD Ryzen next gen is only mildly better, it's still enough.

Intel is at a discount, their FPGAs are the only thing that competes w/Xilinx

https://www.grandviewresearch.com/industry-analysis/microprocessor-market
https://www.marketsandmarkets.com/Market-Reports/fpga-market-194123367.html#:~:text=[181 Pages Report] The global,7.6% from 2020 to 2025
https://www.marketsandmarkets.com/PressReleases/micro-processors.asp

 

[destriero]

The Ryzen mobile chips are amazing on power. My youngest has an ASUS G14 and it's about twice as energy efficient than his brother's Razer Advanced. Faster (FPS) on all games tested. Less than half the price. Sure, the Razer is a CNC aluminum chassis, but you can't beat the ASUS + Ryzen.

The Threadripper desktop CPU is simply on another level.

 

[traderking007]

my commemts about risk arb were were meant for overnight. i dont think anyone is confusing your pairs trade with risk arb. risk arb is a pairs trade to a t from a math standpoint of regression to a mean

 

[traderking007]

Good luck. CPU-wise Intel has nothing coming anytime soon. Even if AMD Ryzen next gen is only mildly better, it's still enough.

thanks. appreciate the info. its damdvid vs goliath. i dont think for a second that intel will just disappear or stop being relevant any time soon. I am pairing them with the idea that amd may rally and for that reason i am paired but if you look at a recent chart you will see that in this last sell off amd lost bug as intel held uts own. thus i went from being down to being in profits very quickly. my mistake was i entered very early..timing still matters even in a pair

 

[d08]

thanks. appreciate the info. its damdvid vs goliath. i dont think for a second that intel will just disappear or stop being relevant any time soon. I am pairing them with the idea that amd may rally and for that reason i am paired but if you look at a recent chart you will see that in this last sell off amd lost bug as intel held uts own. thus i went from being down to being in profits very quickly. my mistake was i entered very early..timing still matters even in a pair

Not quite David & Goliath. AMD being roughly half of market cap compared to Intel. The key here is that Intel does not have 10nm process in production and 7nm is far off. For AMD 7nm is already over a year old. Intel did go to TSMC to ask for their help in production but that's hardly a Goliath move.

And how did AMD lost big last selloff? Down from 92 to 82? Ugh, alright. Intel down 52 to 49.

In any case, it's all forward looking and Intel isn't coming up with anything. Their latest message was "Benchmarks don't matter". Sure...

 

[traderking007]

mkt crap is more like it. im talking about sales!!

 

[traderking007]

Not quite David & Goliath. AMD being roughly half of market cap compared to Intel. The key here is that Intel does not have 10nm process in production and 7nm is far off. For AMD 7nm is already over a year old. Intel did go to TSMC to ask for their help in production but that's hardly a Goliath move.

And how did AMD lost big last selloff? Down from 92 to 82? Ugh, alright. Intel down 52 to 49.

In any case, it's all forward looking and Intel isn't coming up with anything. Their latest message was "Benchmarks don't matter". Sure...

who lost more in the down turn intel or AMD? AMD!!!!!! thats why the pair worked and is working

 

[destriero]

Not quite David & Goliath. AMD being roughly half of market cap compared to Intel. The key here is that Intel does not have 10nm process in production and 7nm is far off. For AMD 7nm is already over a year old. Intel did go to TSMC to ask for their help in production but that's hardly a Goliath move.

And how did AMD lost big last selloff? Down from 92 to 82? Ugh, alright. Intel down 52 to 49.

In any case, it's all forward looking and Intel isn't coming up with anything. Their latest message was "Benchmarks don't matter". Sure...

INTC had already been hit on their earnings release. Long INTC; short AMD is NOT working. Six month chart.

 

[traderking007]

INTC had already been hit on their earnings release. Long INTC; short AMD is NOT working. Six month chart.

View attachment 239002

you think looking at that chart tells you anything about my trade? it tells you zero. the number of variables in a paris trade can be astronomical. pairs trsding is not just about charts. but let me ask you a question would you buy that pair before earnings or after when it was cheap?
i like your nvda/amd only because i am short AMD in my pair. but truthfully you are entering at a pretty expensive point there was a much better entry but you are going with the trend so i think it is still a good trade so long as you weighted it properly

you can pair based on debt, pe, cash to book blah blah blah it is not just charts in pairs
i am in around -7 and i should have bought more when it dropped to -50 that was a gift that i passed up and i wont let it happen again !

your chart seems to missing any kind of sensible hedge from what i can see.

 

[traderking007]

you think looking at that chart tells you anything about my trade? it tells you zero. the number of variables in a paris trade can be astronomical. pairs trsding is not just about charts. but let me ask you a question would you buy that pair before earnings or after when it was cheap?
i like your nvda/amd only because i am short AMD in my pair. but truthfully you are entering at a pretty expensive point there was a much better entry but you are going with the trend so i think it is still a good trade so long as you weighted it properly

you can pair based on debt, pe, cash to book blah blah blah it is not just charts in pairs
i am in around -7 and i should have bought more when it dropped to -50 that was a gift that i passed up and i wont let it happen again !

your chart seems to missing any kind of sensible hedge from what i can see.

even with that chart you should open it up to a daily and see how many years you can go back.
you weighted your own pair yesterday but you didnt weight mine which is odd ?