The Official AMD shares thread

[Paralytic]

What are you on about? It'll never get past $60 again.

Some lines I drew that confirmed my pre-existing views convinced me of that that.

[TheGreenBastard]

I know you're pulling my leg. No one is that stupid.

This is why retail don't win. They buy with emotion. You just bought into a stock following a 3400% pump

Tomorrow marks the beginning of a new month. How is the candle for June looking?


Bearish AF. This candle has two names. A spinning top, where the closing price is less than the opening price with long tails. It tells you buyers and seller were undecided.

This has aged well

62% gain since.

[Old Greg]

Looks like they might rally up to $30 to form a double top. If you're still hoping for more after that... that's called greed.

Thus spake the Sage of Heathrow.

[AtW]

84.38 USD +6.71 (8.64%)

Remember I said 100 or bust?

Not selling at 100 now for sure

[AtW]

“ AMD price target raised to $95 from $86 at Jefferies Jefferies analyst Mark Lipacis raised the firm's price target on AMD (AMD) to $95 from $86 and keeps a Buy rating on the shares. Following Intel's (INTC) recent announcement that its 7nm transistor would be delayed, he thinks AMD share gains will accelerate, particularly in the server market, Lipacis tells investors. He believes that the bull case for AMD, largely based on the company capturing 30% share from Intel over the next two to three years, will "morph" to a bull case of 50% market share capture in four to five years, the analyst added.”

Read more at:
AMD price target raised to $95 from $86 at Jefferies AMD;INTC - The Fly

[AtW]

“ According to Taiwan's Economic Daily:
AMD has already subscribed ~200k wafers capacity including both 7nm and 5nm for next year
Will surpass Apple in Q2 and become the largest customer of TSMC based on wafer volume for the first time; account for 20%+ of TSMC revenue while Apple is still the largest customer contributor to TSMC’s revenue
Wafer volume: early 2019: 2k~3k/m; this year on average: 7k5 ~ 8k/m; next year: 16k+/m
Epyc Genoa based on Zen 4 manufactured on 5nm, risk production in Q4 this year and volume production possibly starts in 1H2021, which was originally planned in 2H2021, in order to "occupy" TSMC's 5nm capacity
Ryzen 5000 CPU and APU both on 7nm, volume production in 2021
All product lines will use 5nm in 2022 (not essentially all models) and will become the largest contributor to TSMC’s revenue too”

超微大追單 台積產能滿到明年 | 產業熱點 | 產業 | 經濟日報

[Old Greg]

“ According to Taiwan's Economic Daily:
AMD has already subscribed ~200k wafers capacity including both 7nm and 5nm for next year
Will surpass Apple in Q2 and become the largest customer of TSMC based on wafer volume for the first time; account for 20%+ of TSMC revenue while Apple is still the largest customer contributor to TSMC’s revenue
Wafer volume: early 2019: 2k~3k/m; this year on average: 7k5 ~ 8k/m; next year: 16k+/m
Epyc Genoa based on Zen 4 manufactured on 5nm, risk production in Q4 this year and volume production possibly starts in 1H2021, which was originally planned in 2H2021, in order to "occupy" TSMC's 5nm capacity
Ryzen 5000 CPU and APU both on 7nm, volume production in 2021
All product lines will use 5nm in 2022 (not essentially all models) and will become the largest contributor to TSMC’s revenue too”

超微大追單 台積產能滿到明年 | 產業熱點 | 產業 | 經濟日報

This is emotional twaddle. It's the chart squiggles that count.

[scooterscot]

$60 remains the ceiling dude -

Stocks make trends over months not days. No smart / serious money is buying an overbought stock like this looking at the monthly chart. This is all retail FOMO.

You go'an, look at the monthly, there's no getting past the $60 ceiling. This phase of the cycle is 'new paradigm' melt up. Bit like Bitcoin in 2017.

[scooterscot]

If you're lucky you might get a melt up all the way to $150 - but can you get out before major downtrend? I'm sure you can.


RSI on the 2-month chart 92

Don't think even Bitcoin managed that on the monthly during the huge bubble!

[AtW]

85.02 USD +7.35 (9.46%)



Melt up - is that like opposite of negative wins?