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  #781  
Old 04-11-2017, 03:17 PM
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AMD: Here's Why The Goldman Sachs Sell Recommendation Is Wrong

Summary
AMD sales will more than double if it gets just 20% of Intel's HP, Dell and Lenovo business.
AMD is the only company in the world with a high-end CPU (Zen) and high-end GPU (Vega).
AMD's earnings (non-GAAP) in 2017 will exceed .40 not the .02 predicted by GS.

Overview:
This week Goldman Sachs analyst Toshiya Hari initiated coverage of AMD (NASDAQ:AMD) with a Sell rating and a price point of $11 ($14 plus before the recommendation) because he sees strong competitive threats from Intel (NASDAQ:INTC) and Nvidia (NASDAQ:NVDA). That is one of the most upside-down and backward quotes I have seen in a long time. The threat is from AMD towards Intel and Nvidia not vice versa.

https://seekingalpha.com/article/406...endation-wrong

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  #782  
Old 04-13-2017, 02:38 PM
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Cramer investigates why AMD and NVDA's stocks just got rattled

"The truth is, what's happening here has much less to do with the semiconductor business than it does with the ... actual business of money management the perception of what's a bargain versus what's expensive in a portfolio manager's eyes," the "Mad Money" host said.
...
"You have to recognize that these two winners are suffering from severe profit-taking, and that's driving cash toward cheaper stocks," Cramer concluded. "[AMD and Nvidia are] doing great, but portfolio managers want to play the Apple cycle right now, provided Apple doesn't crush its suppliers, and they're using the proceeds from their big wins in AMD and Nvidia to do just that."

http://www.cnbc.com/2017/04/12/crame...t-rattled.html

The stock contunues to fall, today -3% already
From 14.64 on April 3rd to 12.31 right now, that's ~20%
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  #783  
Old 04-13-2017, 02:43 PM
muziqaz muziqaz is online now
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Quote:
Originally Posted by GeorgiD View Post
Cramer investigates why AMD and NVDA's stocks just got rattled

"The truth is, what's happening here has much less to do with the semiconductor business than it does with the ... actual business of money management the perception of what's a bargain versus what's expensive in a portfolio manager's eyes," the "Mad Money" host said.
...
"You have to recognize that these two winners are suffering from severe profit-taking, and that's driving cash toward cheaper stocks," Cramer concluded. "[AMD and Nvidia are] doing great, but portfolio managers want to play the Apple cycle right now, provided Apple doesn't crush its suppliers, and they're using the proceeds from their big wins in AMD and Nvidia to do just that."

http://www.cnbc.com/2017/04/12/crame...t-rattled.html

The stock contunues to fall, today -3% already
From 14.64 on April 3rd to 12.31 right now, that's ~20%
As I said, the whole stock market idea is quantum mechanics
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  #784  
Old 04-13-2017, 02:57 PM
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Quote:
Originally Posted by muziqaz View Post
As I said, the whole stock market idea is quantum mechanics
Or maybe the investors need psychiatrists urgently How do the former know that the cheaper stocks are worth buying and why do they ignore the forecasts that AMD will gain a lot and its stock should go up at least with 100% from this point...
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  #785  
Old 04-14-2017, 09:40 AM
toughluck toughluck is offline
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Somebody is trying to bring AMD stock down to make it more affordable to buy now and wait for an even better payoff in the future?
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  #786  
Old 04-14-2017, 11:52 AM
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No... They wouldn't

As good ANALysts they probably missed it, now they have to find a way to get in the "Hype train"
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  #787  
Old 04-14-2017, 02:51 PM
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Quote:
Originally Posted by toughluck View Post
Somebody is trying to bring AMD stock down to make it more affordable to buy now and wait for an even better payoff in the future?
The market reacts to RX 500 series The stock continues to fall...
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  #788  
Old 04-14-2017, 03:55 PM
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Quote:
Originally Posted by toughluck View Post
Somebody is trying to bring AMD stock down to make it more affordable to buy now and wait for an even better payoff in the future?
Taking a hard look at the stock, if it falls a bit more I think I will consider seriously putting money there. We should have to take advantage of the bargains when they appear.

And seriously guys, don't know why you try to guess the stock market. There is some general correlation to company health and income and price but there is a bunch or white noise added in there with a huge number of variables. Many brilliant mathematicians have tried to uncover the working of it all to little practical use in the end. The quants have only managed to make the market even more unpredictable. ** personal stuff removed **

Last edited by Grandma Guillotine; 04-16-2017 at 07:28 AM. Reason: ** personal stuff removed **
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  #789  
Old 04-14-2017, 04:29 PM
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Don't need to be a quant to see what's going on with AMD.

Funds buy in at say $6, watch it go to $14 and hover there. They get itchy because it's been static for a month or so, and decide to take profit. But before doing so they load up on short options because they know their 'profit dump' is going to lower the price anyway. Nothing about AMD has fundamentally changed, but they can make profit by selling and shorting. So that's what they do. And once one does it, it's all aboard the bandwagon...

Did people not see the sharp rise in short interest just before this big profit take ? This was planned. 100%.
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  #790  
Old 04-14-2017, 07:21 PM
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Quote:
Originally Posted by Stuckey View Post
Don't need to be a quant to see what's going on with AMD.

Funds buy in at say $6, watch it go to $14 and hover there. They get itchy because it's been static for a month or so, and decide to take profit. But before doing so they load up on short options because they know their 'profit dump' is going to lower the price anyway. Nothing about AMD has fundamentally changed, but they can make profit by selling and shorting. So that's what they do. And once one does it, it's all aboard the bandwagon...

Did people not see the sharp rise in short interest just before this big profit take ? This was planned. 100%.
Yep, there are external forces but usually are unknown to most people. It's nearly impossible to get the timing right without inside information. Anyway, it's normal that prices go up and down and drift. No need to make a great fuss about it. The important thing is that if products sell, AMD's stock price will rise at some point. So, grab'em while they are cheap.
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