Welcome Stockaholics!

We are a new and fast growing financial forum! Sign up for free and let's talk stocks!

  1. Do you want to help develop this community? We are looking for contributions from investors and traders like you! What stocks do you follow? What is hot right now? Sign up and get in on the ground floor of the newest, fastest growing financial forum!
    Dismiss Notice
  2. You will notice a live chat widget on the right. Click in to join us and lets hear about how you nailed that last UWTI trade!
    Dismiss Notice

AMD - Advanced Micro Devices, Inc

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by bigbear0083, Mar 31, 2016.

  1. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    Interesting day as AMD was was 2 cents away from my $4 target and then the markets melted down, and between profit taking and the shorts joining the party it closed Even Steven @3.79. It is still my belief the institutions want to keep the price lower as they are not done buying.

    Lisa Su, we need some news to collect on the May $4 calls :)
     
    FastEddy likes this.
  2. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    AMD enjoys a rare market share increase
    R9 series graphics cards sees AMD claw back some market share from Nvidia.

    AMD's just happily shared some good news for the once leading graphics card brand. According to research firm Mercury Research, AMD's share of the discrete graphics market increased by 3.2 per cent quarter on quarter. This takes AMD's total market share to 29.4 per cent.

    Breaking it down further, this is made up of a 1.8 per cent increase in desktop graphics, to 22.7 per cent, and rather impressive jump of 7.3 per cent in discrete notebook graphics. That total share is no 38.7 per cent of the market.

    According to Mercury Research, this increase is based on a combination of the new R9 GPUs, and AMD's increased focus on driver development.

    So, out of curiosity, have any of you switched from Team Green to Team Red recently?
    http://www.pcauthority.com.au/News/419711,amd-enjoys-a-rare-market-share-increase.aspx
     
  3. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    With semiconductors up this morning in a mixed market AMD is up on high volume and is what is needed for the bullish pennant

    upload_2016-5-18_6-53-17.png
     
  4. DoveJohns

    DoveJohns Active Member

    Joined:
    Apr 3, 2016
    Messages:
    264
    Likes Received:
    66
    It seems like it will crash that resistance even with a glimpse of good market environment. It keeps going up close to 3.95 and overall negative market environment pull it back for now. I wouldn't mind adding more if we get another pull back.

    I could add Nvidia too. I think VR is the future. They just need to make frickin devices smaller and expand.
     
  5. blypelako

    blypelako Active Member

    Joined:
    Apr 4, 2016
    Messages:
    554
    Likes Received:
    54
    And cheaper too. I think I'm not the only one who doesn't feel like bying a product with such a limited capacity (for now).
     
  6. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    It has been a hard climb to break $4 even with a market share leak today. There was another increase in volume to compliment the pennant but could be partly due to the big market reversal today. Never the less to breakout increasing volume is part of the cocktail.

    upload_2016-5-18_18-15-29.png
     
    FastEddy likes this.
  7. leonx81

    leonx81 Well-Known Member

    Joined:
    Apr 4, 2016
    Messages:
    895
    Likes Received:
    318
    Closed my May 20 call with some profits today... :)
     
  8. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    Here is a little better breakdown on the GPU market share increase for AMD

    Tech site PCPer got its hands on the latest GPU market report from Mercury Research, and relays that AMD increased its market share, quarter-to-quarter by 3.2 per cent, to gain a total 29.4 per cent of the discrete GPU market in Q1 2016. It is noted that while AMD has achieved a decent gain, the Radeon range has, in recent history, enjoyed a much larger slice of the GPU market share pie.

    Breaking down the discrete GPU figures between desktop and laptop graphics results in the following table

    upload_2016-5-19_5-52-26.png

    http://hexus.net/business/news/comp...pu-market-share-enjoys-slight-uplift-q1-2016/
     
  9. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    Just out...This looks pretty positive for AMD which makes sense or they would not bring it out early

    New AMD Polaris 10 & 11 Details Hit The Web – 8 GB of GDDR5X Memory clocked at 7 Gbps
    What’s more interesting about Polaris GPUs is that they are supposed to make the ‘minimum VR spec’ more affordable for everyone. Roy Taylor, AMD’s Corporate VP, Content & VR, recently said in an interview with Ars Technica:

    The reason Polaris is a big deal, is because I believe we will be able to grow that TAM [total addressable market] significantly. I don’t think Nvidia is going to do anything to increase the TAM, because according to everything we’ve seen around Pascal, it’s a high-end part. I don’t know what the price is gonna be, but let’s say it’s as low as £500/$600 and as high as £800/$1000. That price range is not going to expand the TAM for VR. We’re going on the record right now to say Polaris will expand the TAM. Full stop.

    More http://techfrag.com/2016/05/19/amd-polaris-10-11-specs-hit-web-8-gb-gddr5x-memory-clocked-7-gbps/
     
  10. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140

    Attached Files:

  11. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
  12. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    The leaks keep coming out as we get closer to June 1 and the $4 target

    upload_2016-5-23_7-36-16.png

    AMD 7th Generation APU Lineup And Specifications Leaked – Flagship SKU Features 4 x86 Excavator Based Cores and 8 GCN 3.0 CUs
    AMD’s 7th Generation APU specifications leaked – 50% faster than Kaveri

    AMD is getting ready to unveil its 7th Generation APU lineup at Computex in a few weeks, but since our readers can’t wait that long, we thought we would post the specifications of AMD’s upcoming lineup of AM4 APUs anyways. The brand new processors will be landing in June along with the AM4 motherboards and will be the first to feature Excavator on the mainstream desktop platform. They will offer significant performance increases over the previous iterations of Kaveri and Carrizo (Mobility).
    http://wccftech.com/amd-7th-generat...res-4-x86-excavator-based-cores-8-gcn-30-cus/
     
  13. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    Now trading at the $4 target price boys and girls with big resistance at 4.

    upload_2016-5-23_9-21-31.png
     
    FastEddy likes this.
  14. DoveJohns

    DoveJohns Active Member

    Joined:
    Apr 3, 2016
    Messages:
    264
    Likes Received:
    66
    It finally broke that $3.95-4 resistance and soaring right now.

    $4.14 (+7.1%)
     
  15. StockJock-e

    StockJock-e Brew Master
    Staff Member

    Joined:
    Apr 3, 2016
    Messages:
    5,051
    Likes Received:
    1,040
    Here are some new stats!

    Looking good for AMD

    [​IMG]
     
  16. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    The run today may have been because of a couple of leaks and then the Moody's credit upgrade. I wasn't expecting a big move until June 1 when the CEO talks. AMD was running hard without any big dips today until the broader market started selling off. Looking at the 1st chart the breakout has started on more than double the average volume (the other part of the cocktail) Up 4 cents in AH on 854K traded. My next target is 4.50 once it breaks the 4.25 resistance.

    upload_2016-5-23_18-29-43.png

    AMD IS WORKING ON A BOLLYWOOD VR MOVIE
    http://vrworld.com/2016/05/23/amd-working-vr-bollywood-movie/

    upload_2016-5-23_18-21-20.png
     
    FastEddy, T0rm3nted and StockJock-e like this.
  17. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    Up 11 cents in pre-market on good early volume.

    AMD To Present At J.P. Morgan Global TMT Conference; Webcast At 8:40 AM ET

    (RTTNews.com) - Advanced Micro Devices Inc. ( AMD ) will present at the J.P. Morgan, Global Technology, Media & Telecom Conference in Boston.
    The event is scheduled to begin at 8:40 AM ET on May 24, 2016.

    To access the live webcast, log on to http://ir.amd.com
     
  18. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    AMD down on a combination of profit taking and the shorts trying to drive it down. I don't see a buying op at this point unless driven down harder. It would be a good time for some calls though

    upload_2016-5-24_7-26-28.png
     
  19. blypelako

    blypelako Active Member

    Joined:
    Apr 4, 2016
    Messages:
    554
    Likes Received:
    54
    Yes, solid 2nd place after nVidia (as always)! Still impressive though, are we gonna see some competition some time in the future?
     
  20. Tiptopptrader

    Tiptopptrader Well-Known Member

    Joined:
    Mar 31, 2016
    Messages:
    5,035
    Likes Received:
    1,140
    It is not about 1st or 2nd place even though AMD has taken back a little market share from NVDA. It is about TAM, VR, and APU's to name a few as AMD now has a foot print in China. I am not a NVDA hater but I am about reaping the rewards of AMD as it climbs the ladder.

    It appears the shorts may have walked into a bull trap as they pushed it down to 3.92

    upload_2016-5-24_9-18-18.png


    AMD Stock: This Is the Next Big Thing for Advanced Micro Devices, Inc.
    http://www.profitconfidential.com/s...he-next-big-thing-for-advanced-micro-devices/
     

Share This Page