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AMD - Advanced Micro Devices, Inc

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Cy McCaffrey, Mar 31, 2016.

  1. Tiptopptrader

    Tiptopptrader Well-Known Member

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    Quick update as AMD has rocketing up now and here is just a little bit of what is going on

    AMD's outlook statements are based on current expectations. The following statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under "Cautionary Statement" below. For Q2 2016, AMD expects revenue to increase 15 percent, plus or minus 3 percent, sequentially.

    AMD Forms China X86 Server SoC JV And Gets $293 Million To Start
    http://www.forbes.com/sites/patrick...mpaign=yahootix&partner=yahootix#6b9d4059503a

    On 1.3 mil shares traded
    upload_2016-4-21_13-27-41.png
     
  2. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    Good things happen when I get my news from you.
    I thought earnings were going to be last week (bad source) and totally forgot about it.
     
    Tiptopptrader likes this.
  3. Gil Oren

    Gil Oren Brew Master
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    From now on you should ignore all news sources except Tiptop!
     
    T0rm3nted and Tiptopptrader like this.
  4. rg7803

    rg7803 Active Member

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    Holly crap! Quite a jump :)! Very good TT!
     
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  5. Tiptopptrader

    Tiptopptrader Well-Known Member

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    It just keeps getting better>

    AMD expects $1.5B in future revenue for three new gaming processors—but what are they?or Show.
    During AMD's Q1 2016 earnings call on Thursday, executives from AMD estimated a 15 percent revenue increase in Q2 2016, plus or minus 3 points, and they cited three semi-custom system-on-chip (SOC) "wins" as the "larger driver" for that revenue. AMD estimates that these SOCs will bring in $1.5 billion in revenue "over the next three or four years." At least one of those three SOC deliveries will begin "ramping" in the second half of this year, with all of those SOCs launching by 2017.

    More
    http://arstechnica.com/gaming/2016/...aming-processors-coming-soon-is-one-for-xbox/
     
  6. Gil Oren

    Gil Oren Brew Master
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    Holy shit! +25% pop at the open!
     
  7. Tiptopptrader

    Tiptopptrader Well-Known Member

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    AMD now at a 33% pop...Those 5.50 and 7 Jan calls I bought with my mad money have more than doubled this morning

    upload_2016-4-22_7-14-59.png
     
  8. Gil Oren

    Gil Oren Brew Master
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    Nice! Well done!
     
    Tiptopptrader likes this.
  9. Tiptopptrader

    Tiptopptrader Well-Known Member

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    AMD Drops A Big Hint About New Consoles From Microsoft, Sony And Nintendo
    Evidence keeps mounting that we’re going to be getting new consoles, and soon. Rumors and vague statements have been swirling around for a few weeks now, with some of the most definitive statements coming from Gamestop’s COO, who dropped a massive hint to investors that his company was going to have some new consoles to sell. The next iteration of the corporate hint comes from AMD CEO Lisa T. Su, who told investors about three major “design wins” in their semi-custom business expected to start producing revenue in the second half of 2016 (via Gamesindustry.biz). That’s coming up, of course.

    It’s not difficult to read into this one. The Xbox One PS4 and Wii U contain AMD chips, and there’s reason to assume that the next series of consoles will as well. So that’s important information for AMD investors in 2016, and you can understand why Su would want them to know about it. AMD stock, incidentally, is up 36.64% at the time of this writing.

    Not all three of these will be definitely coming in 2016, though, according to Su. One of these devices won’t start manufacturing until 2017. My guess would be that means we’re getting the Playstation 4 and the Nintendo NX this year. — we’ve heard much more specific information on those, with only vague statements from Phil Spencer to go off of from the Microsoft ends of things.


    “I don’t believe that we’ve gone through any detail about what those wins are,” she said, according to Gamesindustry.biz. “So I would prefer to let that come out as our customers are ready to launch.”

    It’s pretty much the same situation as the Gamestop hint: these consoles are major business for both Gamestop and AMD, and both stand to benefit from new hardware. They’ve clearly got Non-Disclosure Agreements and can’t say anything in particular, but they’re both dancing just about as close to that line as possible.
    http://www.forbes.com/sites/davidth...mpaign=yahootix&partner=yahootix#78cc396c53c8

    TipTops - Top Picks
    http://stockaholics.net/threads/tiptops-top-picks.122/#post-3619
     
  10. Brendan Cowie

    Brendan Cowie Active Member

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    Wow.. was looking at it but I got burned on earnings with this a few times recently. Guess this was the time
     
    Gil Oren likes this.
  11. Tiptopptrader

    Tiptopptrader Well-Known Member

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    The screenshot of the close says it all and besides the percentage pop, check out the volume. Note it also closed on the HOD and most likely there is more gains coming up next week before a meaningful buying op surfaces.

    upload_2016-4-22_13-19-18.png

    upload_2016-4-22_13-20-53.png
     

    Attached Files:

    FastEddy likes this.
  12. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    I saw 114M shares traded with an hour to go...lol 30M more shares in the last hour.
    Amazing day
    [​IMG]
     
    Tiptopptrader likes this.
  13. JerryM

    JerryM Active Member

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    If I were lucky enough to be in on this pop (which I am not :() I'd sure be placing a 10% trailing stop on it at this point...
     
    Tiptopptrader and T0rm3nted like this.
  14. rolexian

    rolexian New Member

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    I'm going to start unwinding my position.
     
  15. Tiptopptrader

    Tiptopptrader Well-Known Member

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    For those of you that missed the AMD boat you might consider some calls or wait for the normal pull backs to jump on board. There is so much positive news out there on AMD but many of the analysts don't take much note of VR (Virtual Reality). This is the future now for gaming and AMD has a 83% market share of VR and works with Sony and Gamestop to name of few.

    upload_2016-4-24_5-39-40.png

    VR to Hit Big in 2016, Mostly in Games
    Virtual reality is poised to finally take hold: IDC estimates that VR headset makers will ship 9.6 million units and generate $2.3 billion in 2016. Led primarily by Oculus, Samsung, Sony, and HTC, the platform has caught the attention of gamers and tech enthusiasts alike.

    More
    http://www.pcmag.com/news/343938/vr-to-hit-big-in-2016-mostly-in-games
     
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  16. Tiptopptrader

    Tiptopptrader Well-Known Member

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    Looking at my sales log on MerrillEdge the drop on AMD this morning is all shorts from what I can see. This is a good thing for the stock to move forward. Once the institutions decide it's a good entry price again they will squeeze them out.

    upload_2016-4-25_6-43-0.png
     
  17. Tiptopptrader

    Tiptopptrader Well-Known Member

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    I just want everyone to see what I see in my sales log...Pretty cool

    upload_2016-4-25_9-19-10.png
     
  18. Gil Oren

    Gil Oren Brew Master
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    your little kid is getting so big!
     
  19. Tiptopptrader

    Tiptopptrader Well-Known Member

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    I missed the hookup with Nantong Fujitsu. Interesting . A little short covering on AMD happening right now. If you bought the 15% drop or more as I suggested on my Top Picks thread you are now profitable as it is now a 12.28% drop,

    upload_2016-4-25_10-9-59.png

    Why AMD Analysts Have Such Different Views After Massive Earnings Rally
    Advanced Micro Devices Inc. (NASDAQ: AMD) saw a serious giveback on Monday after a massive rally on Friday after earnings. AMD guided for non-GAAP operating profitability in the second half of 2016, although this is still a situation that remains difficult for many analysts and investors to agree on for the quarters and years ahead.

    24/7 Wall St. has compiled data from many different analyst research reports. The aim is not to feature AMD just with a positive or a negative view.

    One driving force for investors was AMD licensing its processor and system on a chip (SoC) technology to a joint venture for China’s server market. AMD also appears to be on track to begin its joint venture with Nantong Fujitsu. Both joint ventures should generate positive cash for AMD, and CEO Lisa Su was optimistic ahead of the second half of 2016.

    Again, there are many views here that conflict with each other. The aim is to show a 360-degree view.

    Credit Suisse said that it was maintaining its Underperform rating, but the firm did raise its price target to $3.50 from $1.90 in the call. The firm’s John Pitzer said:

    More
    http://247wallst.com/technology-3/2...different-views-after-massive-earnings-rally/
     
  20. rolexian

    rolexian New Member

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    Yeah, ended up holding on to my shares. Will unwind in the future.
     
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