The censored word rhymes with "cookers" and means "prostitutes or Yahoo employees".
AMD is absolutely revealing new weaknesses. Nobody outside the C-suite saw the shuttering of Sea Micro coming. Not when AMD was developing ARM server chips, which would ideally be put into AMD-branded servers as well as sold into every other server brand. I was still counting Sea Micro as one of the two salvageable assets of AMD, along with ATI. With Sea Micro gone, AMD is down to exactly one thing it still owns. The surprise is why the price dropped after the ER and stayed down.
I didn't see that sort of thing happen to ALU. Hence my comment about it not showing new weakness.
I don't trade ALU and I don't follow ALU, but if I did, I wouldn't be so stupid as to think that its market cap was ever under $2 billion, or worse that it still is. If I was forced to go long AMD or ALU, I'd forget the question even included AMD. If I was asked to evaluate each for shorting, I'd go short AMD and let ALU be.
ALU's short interest (as of 3/30) is 4.7 million shares, about 0.2% of shares outstanding and 70% of average daily volume.
AMD's short interest (as of 4/15) is 100 million shares, about 15% of shares outstanding and 600% of average daily volume.
I like that data. It makes me happy. I hope since the ER that gap has widened. I expect it has. I've certainly tried to make it do so with my own trades.
I will never have to cover.
Yup. It's like saying the #$%$ have started pouring acid on their faces to drive up their marketability. Only an AMD board pumper would want a #$%$ with an acid-disfigured face.
That happens a lot less often than you think. Gamers are performance-oriented, and they like to get maximum performance from all the parts of their system. They don't buy a motherboard thinking they'll just upgrade the CPU in a year or two. They know they'll be buying a new CPU with a new motherboard that doesn't limit the new CPU's performance with old bottlenecks.
As Hei said, AMD undercuts itself by not turning more versions of their chipsets. And that feeds back to their CPUs, which have to be designed not to outrun their aging platform.
AMD has become lazy and slow and stupid, and that's why it's fallen so far behind.
You must watch Fox News and think it's news. News is innately spin. It takes effort and integrity to eliminate the spin from it. Those are two things pumpers wouldn't know about.
People have to keep posting the negative about AMD because that's the truth about AMD. The purpose of this board is informing investors, not reposting AMD press releases as 'news'.
AMD is a year behind nVidia in HBM. Neither of them has a card out but nVidia is already working on HBM-2 while AMD is yet to introduce HBM-1 product. You know that. You're the one lying to hide your ignorance.
Keep bringing it up and I'll keep soiling your popcorn.
You can see why nVidia is ignoring HBM-1 and leapfrogging ahead to HBM-2. It's already got an HBM-1 killer.
What was the exception? ALU is off its bottom from several months ago and isn't showing signs of new weakness. Nokia wants to be married to it and Moody's is looking to upgrade its debt rating.
It's not in terrific shape, but it doesn't deserve to be insulted by comparing it to AMD.
No, I straight up told you that nVidia is a year ahead of AMD. It's not even bothering with HBM-1 and is already on HBM-2.
Stop pretending you have a point. You're just proving you're incapable of reading the material I quoted.
So you're nullifying your fixed income by blowing your life savings on corporate disasters.
What color crayon would you like your next set of shares drawn in? And don't forget to endorse that social security check properly.
Do you read the answers to questions you ask or do you just keep pretending they weren't answered?
You admit that AMD doesn't have a card but you're demanding to see nVidia's card? That was how you changed the question.
I said nVidia is a year ahead of AMD. AMD is working on getting out an HBM-1 card, while nVidia is already working on HBM-2.
So you panicked and tried to talk about which cards were out, knowing that none of them were out. You're the liar here.
There's been a new buyout rumor thread every few weeks for the past ten years. And by "new" I mean the thread, not the rumors. They almost always feature the same companies, and only rarely a new theory as to why owning this company could be of use to the putative acquirer. In no case have they ever come up with a reasonable and credible theory.
Even when Rory openly hired JPM to shop AMD, the pumpers couldn't figure out a credible target. But clearly everyone JPM approached laughed and slammed the door.
AMD is a much cheaper buy now, but it's also got far less to offer. It's sold everything it has and run its prospects off through repeated unreliability and irrelevancy. It's old and wrinkly and its scabby knees and mottled teeth and track marks make it not worth owning even at half the price.
No, longs, you're stuck with this bag of flaming dread, and you're going to go down with it. Or on it. Up to you.
No, I'm calling you _a_ troll. If you're calling me a troll, you're doing a bad job of it, because I'm trolling nobody. I'm informing investors of what the trolls are lying about.
Yes, you are lying about it. You're changing the question because you didn't like the answer.