AMD Stock...Wow!

[rruff]

Polaris had nothing to do with 2Q16 sales. They were introduced on 6/29 and they still have poor availability. Most likely it was the R9 380 and Fury that gave them an uptick in market share.

I'm really surprised that AMD has 35% of the mobile dGPU market. They must be giving them away.

 

[Caring1]

Polaris had nothing to do with 2Q16 sales. They were introduced on 6/29 and they still have poor availability. Most likely it was the R9 380 and Fury that gave them an uptick in market share.

I'm really surprised that AMD has 35% of the mobile dGPU market. They must be giving them away.

If you look at the low price end of the market you will see most are AMD APU's.
It's easy to understand why they gain market share there when salespeople push those on consumers.

 

[R-T-B]

I'm really surprised that AMD has 35% of the mobile dGPU market. They must be giving them away.

If you look at how much the Fury chips with their fancy interposers cost to make vs what they are selling for, it would not surprise me if they ARE giving them away.

 

[rruff]

If you look at the low price end of the market you will see most are AMD APU's.

APU is not a dGPU. Maybe the article is mistaken and they are including APUs?

 

[phanbuey]

all apple products are AMD now switching from the 650 and 750M, so that helps a little i am sure... as I would count the iMacs as a mobile dgpu, since its basically a laptop glued to a screen, plus with all the macbook pros and minis.

 

[rruff]

Unfortunately AMD gets those sales by selling cheap rather than having a good product. Nvidia's laptop GPUs are way better due to their efficiency. But I don't think the Apples are used for gaming much. I guess the dGPUs are there to help graphic apps?

 

[phanbuey]

Unfortunately AMD gets those sales by selling cheap rather than having a good product. Nvidia's laptop GPUs are way better due to their efficiency. But I don't think the Apples are used for gaming much. I guess the dGPUs are there to help graphic apps?

Minor gaming and eyecandy on the 3/5K screens, also Apple's drivers are really narrow in scope and coded specifically to reduce overhead - marketing jargon - "Metal"... so they claim to squeeze some more juice out of the hardware.

That being said their newer 15" macbook pros with AMD will thermal throttle at normal gaming scenarios (i.e. playingLeage of Legends lol)... so the move did hurt in the thermal efficiency department vs the older Nvidia chips.

 

[DeathtoGnomes]

Article about AMD that has Jim Kramer take notice.


https://www.thestreet.com/story/136...-better-shape-to-battle-intel-and-nvidia.html

 

[FordGT90Concept]

In other words: screw you shareholders.

AMD is still not a good investment, IMO.

 

[DeathtoGnomes]

If this lowers stock values even temporarily, yes i agree it would be a good time to up your share count

 

[JATownes]

Just wanted to post back in this thread and say congrats to everyone that stayed faithful to this stock. If you have been invested for very long (but not too long), today is a day to celebrate! Climbed over the $15 mark, and I think things are looking up for the year. Let's hope Zen/Naples/Vega can keep this momentum going, and inventories of the products are sufficient to feed the demand. Anyone else think it is entirely plausible to see $25-30 by the end of the year if all things play out well?

Congrats to all those that rode through the potential loss...hopefully the bottom line of your portfolio looks better today, due to this single stock rallying over the last few months.

JAT

 

[Devon68]

I'm mad at myself for not buying stock when it was low but then I didn't have a job, now it does not make any sense to invest. congrats to others that stayed faithfull in AMD

 

[Vario]

Buy low sell high. To anyone reading this thread, don't buy in this late in the game, you already missed out.

 

[JATownes]

Buy low sell high. To anyone reading this thread, don't buy in this late in the game, you already missed out.

While I generally agree with this information, I will admit I am discussing the situation of buying options depending on what it appears Vega will do, after the launch of Ryzen. The critical information is going to be whether Naples is competitive and cost effective for IT in Fortune 500, etc. While we get all excited about the consumer desktop space, the server/data-center is what will make this stock climb and feed AMD's bottom line well.

It is an exciting time to be an investor in tech stocks!

 

[Dbiggs9]

I'm still buying Google data centers! Chinese data centers! IoT. 20-30 is a real target in the next year.

 

[DeathtoGnomes]

If you are in doubt of buying AMD stock, have no fear, my crystal ball says it will rise into the mid $30s by mid summer (and maybe double that by years end.). it closed today at 15.20 up $0.93 1 day after GDC that tells me lots of people were impressed enough to buy shares. BE Impressed AMD is doing well financially. Not as much from an enthusiast standpoint, but from an investors view.

 

[Vario]

If you are in doubt of buying AMD stock, have no fear, my crystal ball says it will rise into the mid $30s by mid summer (and maybe double that by years end.). it closed today at 15.20 up $0.93 1 day after GDC that tells me lots of people were impressed enough to buy shares. BE Impressed AMD is doing well financially. Not as much from an enthusiast standpoint, but from an investors view.

While I generally agree with this information, I will admit I am discussing the situation of buying options depending on what it appears Vega will do, after the launch of Ryzen. The critical information is going to be whether Naples is competitive and cost effective for IT in Fortune 500, etc. While we get all excited about the consumer desktop space, the server/data-center is what will make this stock climb and feed AMD's bottom line well.

It is an exciting time to be an investor in tech stocks!

It still hasn't been released. Any long position right now is still purely speculative based on imperfect leaks and rumors. At this point buy calls instead or you could do a long straddle, since its likely to move either up or down and not stay at its present value long IMO.
Long straddle is buy both puts and calls, its a bet the stock price will move.

 

[Dbiggs9]

Don't forget the people shorting short interest is up to 100,000,000 shares and they are getting killed. You would think it would drop but it has only gone up month over month

 

[DeathtoGnomes]

Well, apparently the guys that rate the stocks take reviews from PCGamer seriously. PCgamer reviewed Ryzen? or did that just copy and paste that negative french fiasco review? At any rate according to my brokers friends, PCgamer cause this downward spiral purposely.

 

[Komshija]

I was really considering investing approx 5000 $ in AMD stocks, but when they were under 5 $ I didn't have more than 200 $ in my pocket. Right now when it is over 15 $, I'm afraid risking significant portion of my money intended for a new vehicle... I'm sure that stock will rise, maybe as high as 20 $ per stock, but I doubt that it will reach 25 $ or 30 $.

 

[Dbiggs9]

Well, apparently the guys that rate the stocks take reviews from PCGamer seriously. PCgamer reviewed Ryzen? or did that just copy and paste that negative french fiasco review? At any rate according to my brokers friends, PCgamer cause this downward spiral purposely.

Reviews i seen shows naples is going to be a strong chip

 

[DeathtoGnomes]

Tell that to PCgamer so they can fix the stocks lol.

 

[TheMailMan78]

I was really considering investing approx 5000 $ in AMD stocks, but when they were under 5 $ I didn't have more than 200 $ in my pocket. Right now when it is over 15 $, I'm afraid risking significant portion of my money intended for a new vehicle... I'm sure that stock will rise, maybe as high as 20 $ per stock, but I doubt that it will reach 25 $ or 30 $.

Sell. You tripled. Bail NOW.

 

[Vario]

 

[TheMailMan78]

View attachment 84743

That guy is a riot! More times than not hes wrong but, he is funny.