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STOCK MARKET: Let's talk stocks and investing

Discussion in 'BBS Hangout' started by SWTsig, Jun 2, 2008.

  1. adoo

    adoo Member

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    @saitou,

    i consider this article to be intellectually dishonest,

    Intel: AMD Threat Is Finished


    AMD's short-lived laptop competitiveness is already waning. Intel will further crush :rolleyes::rolleyes: AMD with its (up to) 16-core Alder Lake:
    going from half the core count, to double in one generation.​

    I don't know much, but i know that this is BS; your take?

    My take is that both Boeing and Intel have become victims of their own complacency,
    killing the goose that lays the golden eggs',
     
    #16661 adoo, Jun 8, 2021
    Last edited: Jun 8, 2021
    KingCheetah likes this.
  2. saitou

    saitou J Only Fan

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    Complete BS. author is a known intel bagholder. His twitter is witeken, which is maybe the most pro intel, anti amd account. Only discovered later that the 2 were the same person. It's quite sad really.

    For more objective takes, on SA my fav author for semis is Robert Castellano. Made good $ thru ASML, TSMC and KLAC based on his articles, outperforming intel/amd. On twitter/youtube/anandtech Dr Ian Cutress is really good - he's got a direct line to the PR teams at Intel and AMD. Ian focuses on CPUs though, so he won't have much of an opinion on Nvidia, or intel and amd's GPU efforts.



    Even does interviews with management:



    edit: the latest spending bill to catch up with china will prob benefit intel more than amd as they have fabs. i'm neutral on intel atm. if there are gov handouts they could benefit, certainly not going to short them.
     
    #16662 saitou, Jun 8, 2021
    Last edited: Jun 8, 2021
    KingCheetah, Sajan and CCity Zero like this.
  3. saitou

    saitou J Only Fan

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    CCity Zero and KingCheetah like this.
  4. Sajan

    Sajan Member

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    WISH. CLNE. CLOV.
    Meme stocks for the day.
     
    saitou likes this.
  5. saitou

    saitou J Only Fan

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    CLNE look good
     
  6. RudyTBag

    RudyTBag Contributing Member
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    Made a bag on WISH and CLOV yesterday, then jumped out ASAP! :)
     
  7. saitou

    saitou J Only Fan

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  8. saitou

    saitou J Only Fan

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    @Sajan is uwmc wsb legit or just msm noise? just filed insider purchase adding fuel to fire.
     
  9. Sajan

    Sajan Member

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    #9th most mentioned stock on WSB.
    trending up.
     
    saitou likes this.
  10. RudyTBag

    RudyTBag Contributing Member
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    Loading up a large bet... Let's gooooo.
     
  11. saitou

    saitou J Only Fan

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    Inflation higher than consensus, initial jobless claims higher than consensus so it's a wash?
     
  12. RudyTBag

    RudyTBag Contributing Member
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    AMC at $43 is free cash. No way that stays below $50 for long.
     
  13. adoo

    adoo Member

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  14. adoo

    adoo Member

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    cnbc has added a little more context.


    • Consumer prices rose sharply in May, with the CPI jumping 5%, more than economists expected.
    • Stocks rose and bond yields fluctuated after market pros decided the hot inflation report wouldn’t lead to any changes in the Fed’s easy policy.

    another words, the pros trust the Fed
    • Economists said there are signs that rising prices could be temporary since they are centered in areas impacted by the pandemic.
     
  15. saitou

    saitou J Only Fan

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    i closed the position, nice that they have orders and may be better than the other evtols, but delivery in 2026. Minimal loss, but capital was wasted doing nothing. moving on to other opportunities.
     
  16. saitou

    saitou J Only Fan

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    thanks. this month's inflation was lower than last month's too yeah? looks like we are safe... for one more month haha.
     
  17. Ziggy

    Ziggy QUEEN ANON

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    I wonder. Is the Fed acting altruistically? Doing it's job correctly. Seemingly as perfectly as one could expect under the circumstances - so much balance (supposedly). Or operating as any human might, fearful of getting backlash from politicians and the media?
     
  18. saitou

    saitou J Only Fan

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    the answer to that doesn't matter. as long as they don't raise rates too quickly, and keep their mouths shut when the market is doing well i'll be happy. don't go answering gotcha qns by reporters on inflation. it has zero upside as it has no impact on actual policy, and downside is we get a selloff.
     
  19. saitou

    saitou J Only Fan

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    Nice to see it building steam. I re-read last qtr ERS transcript. Software revenue next qtr is unlikely to be impressive, traditionally slow qtr and management has guided for most growth to come in 4Q. They announced that astrazenica is significantly increasing its licenses after a pilot, but no details on numbers.

    Drug discovery as always is a wildcard. This seem to be progressing well, they earned at $2mil+ milestone payout last qtr 1qtr ahead of schedule, with subsequent milestones increasing in value. Last qtr also saw $20m+ paper income from increase value of their stake in Morphic after it had a successful Phase 1 trial. SDGR have 3 internal and 3 collab drug programs at pre-clinical stage; all 3 internal programs expected to go to IND stage next year, but have 20+ early stage programs in pipeline that could be mini-catalysts if announced.

    Overall not expecting fireworks from next ERS, just hodling and hoping for positive announcements on the drug discovery or materials discovery side.
     

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