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Two Harbors Investment Corp. Message Board

yourbestfriendintheworld 1486 posts  |  Last Activity: 2 hours 47 minutes ago Member since: Jan 12, 2007
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  • yourbestfriendintheworld yourbestfriendintheworld 2 hours 47 minutes ago Flag

    "PS4 hardware cost reductions"

    Sony passes the savings on to AMD. Oh wait. Not savings. The other thing. Cost reductions. Yeah, that.

    AMD is getting less for its chips from Sony than it did before. But they're costing as much or more to make. Because AMD doesn't control costs at the fab the way real men who own fabs can. AMD just pays what it's told, and collects what it's told, and watches its income shrink and shrink.

  • yourbestfriendintheworld yourbestfriendintheworld 2 hours 51 minutes ago Flag

    Doesn't matter what you call it, it's still an actionable lie.

  • yourbestfriendintheworld yourbestfriendintheworld 2 hours 52 minutes ago Flag

    You don't know how shorting works. Good. Keep buying. I'll keep shorting. And I don't pay interest.

  • yourbestfriendintheworld by yourbestfriendintheworld 2 hours 54 minutes ago Flag

    American Airlines
    PG&E
    Thornburg
    Chrysler
    MF Global
    Conseco
    Enron
    CIT Group
    GM
    WorldCom
    Washington Mutual
    Lehman Brothers

    AMD is too small to make that list, but those companies weren't too big to fail, and certainly AMD isn't either.

    I will never have to cover.

  • yourbestfriendintheworld yourbestfriendintheworld 2 hours 59 minutes ago Flag

    They are trading under $2 because they have no earnings. Sales don't enter into it.

    Fury X is not competing, it missed the mark. This is the top of the list (google "PassMark - G3D Mark
    High End Videocards - Updated 31st of July 2015") showing card, score, and price:

    GeForce GTX 980 Ti 11,222 $649.99
    GeForce GTX TITAN X 11,097 $999.99
    Quadro M6000 10,427 $4,999.00
    GeForce GTX 980 9,729 $477.23
    GeForce GTX 780 Ti 8,999 $385.00
    GeForce GTX TITAN Black 8,650 $2,999.99
    GeForce GTX 970 8,631 $329.00
    GeForce GTX 780 8,031 $449.00
    Radeon R9 Fury X 7,966 $569.99

    nVidia and Intel do not have the same issues AMD does. AMD has made a habit of setting outlandish goals and falling on its face trying to reach them, while the other two companies just stroll ahead. AMD just cancelled APUs to rush from 20 nm to 14 nm, so AMD's APU line isn't wowing anyone with money to spend on chips. HSA isn't impressing anyone except people who are testing it against mid-range Intel product; and third-party code that uses HSA doesn't even exist, and if it doesn't get bootstrapped into critical mass by a killer app, it probably never will; given its narrow middle-grade market target, who's going to put effort into that kind of software? Nobody. AMD isn't leading in HBM, it's lugging the HBM1 dud around while nVidia is sprinting ahead with HBM2. Freesync has a ghosting problem that GSync prevents, which negates any value Freesync thinks it brought, and then there's the fact that GSync works with nVidia cards going back to GTX600...

    The reason AMD's market share is so low is that it can't compete. Remember the whole story about David and Goliath: David beat Goliath because David had a sling and a rock and made a lucky shot; he never got close enough for Goliath to touch him. Well AMD missed with its rock and is now biting at Goliath's ankles, and Goliath is bringing his fist down to deal with the irritant.

    You are deluding yourself. We pity that.

  • yourbestfriendintheworld yourbestfriendintheworld 5 hours ago Flag

    You consider a two day rise less than half the size of the two-day drop it suffered only a couple of weeks ago to be in any way relatable to a "corner"?

    Pumpers are among the dumbest clowns on Earth.

  • yourbestfriendintheworld yourbestfriendintheworld 5 hours ago Flag

    More information for investors. Hope this helps.

  • yourbestfriendintheworld yourbestfriendintheworld 5 hours ago Flag

    Bumped for the information of investors.

  • Reply to

    My sell order today

    by iambillwexler Jul 28, 2015 8:58 PM
    yourbestfriendintheworld yourbestfriendintheworld 8 hours ago Flag

    Quoting a random website that believes a myth doesn't make it less of a myth

    First, shares in cash accounts, i.e., retirement accounts and other restricted accounts, are not eligible to be lent for shorting. So if you're using an IRA or some such, your actions are moot entirely.

    Electronic shares in margin accounts are held "in street name". I.e., "your" shares are a ledger entry in the broker's books, and the shares are actually held in the broker's global account. They are eligible to be lent as long as the broker has enough available from among all margin accounts under his trading account. Your limit order is irrelevant unless it has been filled and settlement becomes involved. By pricing your order well outside the equilibrium of the book, you guarantee it won't be filled except in ridiculous conditions, and therefore "your" shares are never unavailable for lending.

    There's no such thing as a "short attack." People are shorting the shares for the simple reason that your holding them instead of selling them constrains supply and drives the price up above where it should logically be.

    Stop being paranoid and stop imagining you're protecting a company that is just ruining your retirement.

  • yourbestfriendintheworld yourbestfriendintheworld 14 hours ago Flag

    They could refer to it as a Hypergolic Liquid Rocket Engine if they wanted to and it wouldn't make it fly. Explode on the pad, maybe...

  • Reply to

    AMD's 10% PER DAY RISE EXPLAINED

    by arndace2 23 hours ago
    yourbestfriendintheworld yourbestfriendintheworld 14 hours ago Flag

    I've been shorting since the 40s. My basis is in the teens. Keep up.

    And take your meds. And tell your doctor you haven't been taking them.

  • yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    It's making them panicky.

  • yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    Strike three.

    You're fired.

  • Reply to

    Thank you for the free money.

    by yourbestfriendintheworld Jul 29, 2015 1:57 PM
    yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    You're doing a terrible job. You have one strike left.

  • yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    Craven stupidity on display here. Pumpers have lost their tiny minds. Shareholders are pretty stupid, and will fall for this nonsense. But they'll have to buck reality to do it. You're welcome.

  • yourbestfriendintheworld by yourbestfriendintheworld 15 hours ago Flag

    Part B:

    AMD debt is collateralized on several things, including accounts receivable and cash. When AMD's cash drops below $250 million immediate limits on AMD's actions are imposed including that creditors will call the debt if any default occurs. AMD reported $829 million in cash at end of Q2.

    AMD's CFO claimed that the IP cross-license with Intel is not an impediment to sale of the company. He omitted that the agreement will terminate if AMD undergoes a change of control of any kind. Intel has the right to prevent certain acquirers from having its IP. Federal law prohibits others from having access to it. IP law will require any acquirer of AMD to offer Intel reasonable terms for continuing to use AMD IP.

    AMD left the NYSE and moved to NASDAQ to access more liberal listing requirements. According to NASDAQ's listing rules, a stock that falls below $1 will be delisted. AMD can forestall this with a reverse split (there are other limits on share count, income, assets, and market capitalization that must be met, so repeated reverse splitting and losses will not be allowed to go on indefinitely). Had it stayed on the NYSE, it might have been delisted forcibly by now.

    AMD is being sued by shareholders for false statements made by its executives in 2011. They claimed that Llano development was proceeding properly; subsequent events proved otherwise and the court has stated there is evidence that they knew or had good reason to know.

    AMD continues to count x86 desktop and server chips among its highest volume and highest margin products. But those markets are shrinking overall, and Intel is very aggressive in fighting for what is left. Intel's gross margins are high (above 60%), indicating that customers are happy to pay a premium for its products. AMD's x86 share and volume are decreasing, and it caused AMD's gross margin to plummet from 31.5% to 25% in Q2.

  • Reply to

    Thank you for the free money.

    by yourbestfriendintheworld Jul 29, 2015 1:57 PM
    yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    What! This thing is in the red today!

    Pump harder, trolls!

    I will never have to cover.

  • Reply to

    Whatever happened to that Seamicro thingy?

    by kissmearseyouwad Jul 27, 2015 9:15 AM
    yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    I don't see the pumpers making any noise about how dumping ARM is a great thing for AMD.

  • Reply to

    AMD CEO Accomplishments list

    by amdmammamia Jul 27, 2015 2:33 PM
    yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    Tens of millions that C-Suite criminals stole from shareholders, who now own literally nothing at all.

  • Reply to

    Mother Of All Short Squeezes!

    by linuxmint_is_the_best Jul 29, 2015 7:26 PM
    yourbestfriendintheworld yourbestfriendintheworld 15 hours ago Flag

    I've been shorting since the mid-2000's. My basis is in the teens. I shorted yesterday and the day before. I'm still shorting.

    AMD has no way to reverse its slide to oblivion. It keeps pretending it does, but only fools fall for its lies any more. The rest of us know what it's really working with, what it's really capable of, and what it's really up against.

    I will never have to cover.

TWO
10.11+0.01(+0.10%)Jul 30 4:02 PMEDT