1. Welcome! Please take a few seconds to create your free account to post threads, make some friends, remove a few ads while surfing and much more. ClutchFans has been bringing fans together to talk Houston Sports since 1996. Join us!

STOCK MARKET: Let's talk stocks and investing

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

  1. adoo

    adoo Member

    Joined:
    Mar 1, 2003
    Messages:
    6,230
    Likes Received:
    3,243
    @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 at 9:56 PM
    Last edited: Jun 8, 2021 at 10:02 PM
    KingCheetah likes this.
  2. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    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 at 10:18 PM
    Last edited: Jun 8, 2021 at 10:38 PM
    KingCheetah, Sajan and CCity Zero like this.
  3. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    CCity Zero and KingCheetah like this.
  4. Sajan

    Sajan Member

    Joined:
    Apr 18, 2009
    Messages:
    6,359
    Likes Received:
    3,892
    WISH. CLNE. CLOV.
    Meme stocks for the day.
     
    saitou likes this.
  5. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    CLNE look good
     
  6. RudyTBag

    RudyTBag Contributing Member

    Joined:
    Jan 6, 2006
    Messages:
    25,679
    Likes Received:
    14,402
    Made a bag on WISH and CLOV yesterday, then jumped out ASAP! :)
     
  7. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
  8. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    @Sajan is uwmc wsb legit or just msm noise? just filed insider purchase adding fuel to fire.
     
  9. Sajan

    Sajan Member

    Joined:
    Apr 18, 2009
    Messages:
    6,359
    Likes Received:
    3,892
    #9th most mentioned stock on WSB.
    trending up.
     
    saitou likes this.
  10. RudyTBag

    RudyTBag Contributing Member

    Joined:
    Jan 6, 2006
    Messages:
    25,679
    Likes Received:
    14,402
    Loading up a large bet... Let's gooooo.
     
  11. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
  12. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    Inflation higher than consensus, initial jobless claims higher than consensus so it's a wash?
     
  13. RudyTBag

    RudyTBag Contributing Member

    Joined:
    Jan 6, 2006
    Messages:
    25,679
    Likes Received:
    14,402
    AMC at $43 is free cash. No way that stays below $50 for long.
     
  14. adoo

    adoo Member

    Joined:
    Mar 1, 2003
    Messages:
    6,230
    Likes Received:
    3,243
    saitou likes this.
  15. adoo

    adoo Member

    Joined:
    Mar 1, 2003
    Messages:
    6,230
    Likes Received:
    3,243
    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.
     
  16. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    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.
     
  17. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    thanks. this month's inflation was lower than last month's too yeah? looks like we are safe... for one more month haha.
     
  18. Ziggy

    Ziggy 99ers STAND BY
    Supporting Member

    Joined:
    Jun 11, 1999
    Messages:
    34,024
    Likes Received:
    9,945
    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?
     
  19. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    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.
     
  20. saitou

    saitou A farmer and a miner
    Supporting Member

    Joined:
    Jul 20, 2003
    Messages:
    3,055
    Likes Received:
    1,270
    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.
     

Share This Page

  • About ClutchFans

    Since 1996, ClutchFans has been loud and proud covering the Houston Rockets, helping set an industry standard for team fan sites. The forums have been a home for Houston sports fans as well as basketball fanatics around the globe.

  • Support ClutchFans!

    If you find that ClutchFans is a valuable resource for you, please consider becoming a Supporting Member. Supporting Members can upload photos and attachments directly to their posts, customize their user title and more. Gold Supporters see zero ads!


    Upgrade Now