I wanted to thank you Tip for all the picks you have given even back on the old website. If wasn't for you I would have sold all my shares months ago. You are the best of the best!
After yesterdays run, AMD popped out the gate a little strong this morning before pulling back on some big profit taking as the Semi's and Nasdaq are down including NVDA.
Shaking out some weak hands this morning, with some good consolidation we should be ready for the next leg up.
10/4 that Leon Yesterday's news with INTC is still being considered rumor but the big boys wouldn't buy hand over foot if they didn't have some kind of confirmation. After the profit taking is over, AMD should head back up IMO. Earlier in the year I posted a rumor between AMD and INTC about the closed door meetings could be to take over the 1 billion dollar+ contract from NVDA that ends March 17th, 2017. Yesterday I found out that INTC was forced into that deal because of a lawsuit that NVDA won against INTC. This is still rumor but should it come to pass, look out above
AMD Polaris 12 And Polaris 10 XT2 GPUs Spotted In Driver Update A pair of currently unannounced AMD Polaris GPUs have surfaced in the HEX data for a recent MacOS driver update. Examining the registry, it appears as if AMD has Polaris 10 XT2 and Polaris 12 GPUs in the works. In the excerpt below you can see all of the current-gen AMD Radeon chips listed out, including Polaris 10 (RX 480, RX 470), Polaris 11 (RX 460), the upcoming Vega 10, and these Polaris 10 XT2 and Polaris 12 chips What these are is unclear, so a lot of this is going to come down to conjecture. Based on AMD’s nomenclature the Polaris 12 is likely to be a weaker chip than Polaris 11, so we’re possibly looking at an RX 450 or something along those lines. The Polaris 10 XT2 is a little vaguer. Could this perhaps the Polaris refresh we’ve heard about? Or is this the much rumoured Radeon RX 490? Along with all of this of course we have the Vega 10. Now, we’d assumed the Radeon RX 490 was going to be Vega 10, but there is always the possibility AMD is bringing in another range of Radeon Fury cards using the Vega 10 GPU. Just what all this means is totally up in the air, but it certainly looks as if AMD has no less than three secretive GPUs in existence. Certainly Vega 10 is going to be tackling the high-end of the graphics card market currently dominated by Nvidia’s GeForce GTX 1080 and GTX 1070, but the two Polaris GPUs are a real mystery. What do you think AMD has up its sleeves? What graphics cards are you expecting Team Red to launch in the coming year? Let us know! Source: http://www.game-debate.com/news/219...-polaris-10-xt2-gpus-spotted-in-driver-update
TTT is there any point in buying any calls here?. I rode it earlier and just feed up some cash from another option sale. I unfortunately don't see anything in the pennies anymore...
I try to trade ahead of the curve and try to do it with profits. I still have plenty of my 5.50 calls on AMD so not sure if I will buy more not to be greedy. But I feel earnings could be a blow out you might want to get some that expire after the ER...I hope this helps I am not an option player but some of my biggest profits have come on AMD and BAC. Calls are risky to say the least but when you are sure where a stock is going the risk is reduced. We all know the market can through you a curve at any time regarding risk I bought my 5.50, 7's and 8 (not sure if I posted that one), when they were 7 to 13 cents if you want to check the beginning of this thread. I added to those calls that I did not post, The last calls I bought were the the 4 and 6's and done well needless to say. I bought the S 9 dollar calls this morning expiring Dec 16 that comes with some risk but it was done out of profits from S so it is like my slush fund. I didn't do well on the T calls as you and again it was done out of my T slush fund. Actually bought some $42 calls this morning, see if I do any better on that. My divi's more than pay for those calls. Ok you asked my what time it was and I told you how I built a clock
Hey no problem - it is a very nice clock BTW. So, you don't trade options as much as you do buy shares? What made you pick options for AMD/S/T? Nice calls BTW you've killed it on the options for these stocks.
Originally when I bought AMD it was in the mid-twos. I liked the strong accumulation I was seeing and than I ran TA with the OBV included and seen most it favored the buying. Then I dug in into the fundamentals that were not so good but I noticed the big market share in VR that is the next big thing and other catalysts on the horizon. Shortly after that I bought the calls as I felt I knew where AMD was going.Currently up 3,204.38% on my $5.50's. With S it was about gaining subscribers and the push that Softbank that was making. I have played calls on and off on S and done well. On T I thought I knew where it was going but then the Telecoms fell out of favor except for S and TMUS. Now appears the sector is back in favor. I am up on the T calls I bought today including S but no cheering until the fat lady has sung. It all about trading ahead of the curve or catching the trend. Big pops on high volume and pull backs on low volume. In doubt run the OBV and see where the big money is going,
Advanced Micro Devices Raised to Buy From Underperform by Bank of America. We may see the double digits soon than anticipated.
AMD Pops in Premarket Trading on Double Upgrade From Bank of America AMD Pops in Premarket Trading on Double Upgrade From Bank of America TheStreet's Jim Cramer declared the company a top takeover target for 2017 just one week ago. Laura Berman Laura Berman Follow Dec 8, 2016 9:21 AM EST Get TheStreet Quant Ratings' exclusive 5-page report for - FREE. Shares of Advanced Micro Devices (AMD) jumped 3.6% to $9.90 in premarket trading Thursday after an analyst's double upgrade, just one week after Jim Cramer argued that the company should be an acquisition target. Bank of America Merrill Lynch analyst Vivek Arya upgraded AMD to Buy from Underperform and more than doubled his price target to $12 from $5 on Tuesday. "In our view, AMD likely has the highest risk-reward potential in semis," he wrote, citing price volatility and low GAAP profitability, both of which will likely scare off investors and strong competitors in Intel (INTC) and Nvidia (NVDA) . In addition, AMD may be undervalued because of its concentrated ownership, with Mubadala Development Company, the Abu Dhabi sovereign wealth fund, holding a 15% stake. "We largely missed the surge in AMD stock this year as we were too concerned about its historically weak execution, high debt level, and competitive risks vs. giants INTC and NVDA," he wrote. "However, our proprietary PC gaming and AI/Deep learning industry analysis suggest AMD's growth markets are still in early stages, with AMD beginning to steadily reclaim market share." At The Deal Economy conference on Dec. 1, Cramer identified AMD as a top takeover candidate for 2017 and suggested that Micron Technology (MU) buying AMD would improve its lagging stock price. The deal would help Micron gain exposure to fast growing markets, argued Cramer, including the hottest gaming semiconductors, and allow it to be "less trapped" in cell phones and tablets. Still, Cramer noted, AMD just had a good quarter and likely doesn't want to be acquired. According to Arya, AMD is "the only semiconductor vendor that we believe can challenge INTC's ~$30bn addressable market in PCs and servers, and NVDA's ~$20bn opportunity across gaming, pro-graphics and deep learning/AI." Its main challenge now, says Arya, is to regain microprocessor revenue market share against Intel; AMD's peaked at 17% in 2006 and now sits at about 2.4%. In PC gaming, where AMD's main competitor is Nvidia, Arya said "we think the market is growing fast enough to accommodate two suppliers and that both AMD and NVDA can benefit even if market share does not shift between the two competitors." For the full year, Arya expects AMD to report a loss of 14 cents per share, better than analysts' consensus estimate of 16 cents per share. By 2017, Arya predicts EPS of 10 cents per share, ahead of consensus estimates of 4 cents per share. https://www.thestreet.com/story/139...m-bank-of-america.html?puc=yahoo&cm_ven=YAHOO
