AMD has made another round of late and lame products that are _scheduled_ to be written off.
Pumpers lied to you. AMD has no talent. Keller? Stuck around long enough to get paid and then ran off without even checking that the work was done correctly. The rest of them? Can't get jobs anywhere else, and aren't smart enough to jump from this one before it goes under.
You were warned about this last year when these products were taping out.
But you kept buying, as though you can't possibly do the right thing.
Brokers do nothing of the sort. You really don't know how any of this works, do you?
For the eleventh time, that's not how shorting works.
You're the one throwing your money at me. In return, you are getting worthless paper. Sometimes drawn in your favorite color crayon.
I will never have to cover.
Did you watch the video?
Do you know what happened next?
You are the stupid one who knows nothing about AMD.
Keep recommending that. It's the only way to make real money on this pig.
False. Oh so absolutely false.
AMD pays a _premium_ to GF for chips. Contractually. Part of the deal when Hector sold the fabs to the Arabs. GF is indemnified against any possibiliy of loss or anything but massive earnings because AMD ships all the margin to them.
AMD is again dumping product before it's even officially released.
AMD shareholders are suckers. Bless 'em.
I will never have to cover.
You want us to remind everyone how you were sued by your customers at not one but two brokerages for doing exactly what you're doing right now?
For like the tenth time, you stupid criminal, that isn't how shorting works. When I short, I take all YOUR money. Idiot.
Ace, senile old pischer though he is, is far more informed about AMD's internals than you will ever be.
Any long who isn't selling and turning short right now is a complete fool, proving they have no insight into anything related to the technology or financials of this company. Of course, that is already strongly suggested by the fact that they went long at all.
I ain't hurting. I've been short long enough that this is nothing but a statistical fluctuation in my massive profits and a good opportunity to average-up on my ASPs from the past two years.
Don't everyone ask for the same color on your new shares. I'd like to use the whole box of crayons evenly.
You should finish college before pretending to know anything about investing. Or technology. Because dayum.
Translation: AMD is dumping chips on VR manufacturers and will report terrible margins next quarter.
1. They're not there and they're not getting there any time soon, probably not until Intel is at 7 nm or less.
2. GF doesn't have the capacity to be a market-share leader in anything.
3. AMD is not GF. AMD doesn't own any of GF. AMD will have to pay a premium price to GF for any parts GF makes for AMD. AMD's profit margins on any 7 nm product will be among the least in its history.
4. AMD doesn't have the money to pay its debts.
Conclusion: Ken Luskin is as usual lying about the value of AMD. Laughably so.
Remember how Charlie Demerjian licked their culos while they were supplying him with review product but turned into a h8r when they cut him off? It takes independence to produce the truth.