dest's discord group--tickers, structuring and pnl

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destriero said:
I went long when my youngest bought a gaming laptop with an AMD Ryzen CPU. Their top mobile CPUs are as fast (or faster) than INTC's fastest desktop offerings... and they are far more efficient than INTC's mobile chips. The story doesn't end with the CPUs as AMD is soon to rollout their new GPU offerings.

They are literally two gens ahead of INTC here. The risk is that their GPUs don't stun the tech crowd, but it they do, then NVDA is going to drop 20% on day1.
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Fair enough, admittedly I need to do some homework. I'm only going off the bigger picture of the last 30 years. 3X beta of Intel and Taiwan Semi..... 1.5X NVDA... I'd be careful. These type of stocks tend to run up on uninformed hype. Lets watch the volume. And the short interest.

I suspect the latter is way up. Anywhere near $89 and I think you should bail. Unless it creeps to that level, in which case you should add about 5.5% intraday to get out on a spike.
 
Wait until these laptops start shipping with AMD CPUs. There are literally 3-4 decent gaming rigs available right now. The Fall will see thirty new laptop introductions with AMD chips.

Their Threadripper desktop CPU is 50% faster than Intel's 9900. It's also cheaper.

Intel rolled out their new CPUs and they averaged 8% better performance (than their prev gen). They're fucked.

It's the only stock I own.
 
destriero said:
Wait until these laptops start shipping with AMD CPUs. There are literally half a dozen decent gaming rigs available right now. The Fall will see thirty new laptop introductions with AMD chips.

It's the only stock I own.
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Well, there's no doubt that certainly says something for the upside.
The chart would seem to agree if you can get by that gap. I certainly noticed that.
One thing going against you.... is this clown. :D
https://elitetrader.com/et/threads/amd-should-be-bought-on-pull-backs.348664/
 
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