AMD

[SOL]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

The discussion here unless I am mistaken, is not about promoting AMD but discussing option strategies that could be used on any stock that one is willing to own. Some of the strategies are high risk and some are low risk.

[Triplethought]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

I view NVDA, AMD, INTC as semi-conductor companies that will do well over the next 5-10 years as AI comes online. So I have optimism for all of them without having looked at the chart pattern. My bafflement is more about why all 3 are down right now.

[Yodean]

My bafflement is more about why all 3 are down right now.

It won't take 5 to 10 years for those 3 to do well.

As for why they are down atm, the prevailing mainstream view is that high growth tech companies as a group are overvalued after such a breathtaking bullish run and will not do well in a rising interest environment, and with the potential for an economic contraction and recession looming. In addition, with current supply chain disruptions, tech companies won't be able to make as many products quickly and cheaply to sell to customers, so they will be less profitable in the near-term. Etc.

You have to decide how to interpret and act on this view. Like most mainstream views, there may be a kernel or two of truth in the above, but we also know that the mainstream view is almost always wrong, or if it is right, it doesn't stay "right" for very long.

For me, it's pretty simple. The Tech Trend (TTT, like your handle) is exponential and unstoppable. All will perish before this tsunami mega-trend of trends, ultimately. Chips are needed. Buy chip companies and keep buying. Wait for them to go up.

Also, if I am right about TLT/TMF, the TTT will resume its upside run after a period of consolidation soon.

Bonds go up when interest rates go down. Based on sentiment and TA, TLT (proxy for long USSA bonds), is bottoming, and will eventually go up after some consolidation. So when TLT goes up, that also means that interest rates will start going back down again. This will be bullish for the high growth tech companies, which includes the chips makers.

[Budge]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

I view NVDA, AMD, INTC as semi-conductor companies that will do well over the next 5-10 years as AI comes online. So I have optimism for all of them without having looked at the chart pattern. My bafflement is more about why all 3 are down right now.

Ah! In a time of chip shortages why would they be down? Cui bono? Someone does. How much pain can the punters take? We're going to find out. Patience and then some more patience.

[SOL]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

I view NVDA, AMD, INTC as semi-conductor companies that will do well over the next 5-10 years as AI comes online. So I have optimism for all of them without having looked at the chart pattern. My bafflement is more about why all 3 are down right now.

Ah! In a time of chip shortages why would they be down? Cui bono? Someone does. How much pain can the punters take? We're going to find out. Patience and then some more patience.

At one point the big players had some ethics, you know take so much and leave some nice crumbs for those that work for it, now they want to take it all. So they manipulate anything they want. Without their crap its already hard to win in the markets but now because they want more they want to deny the astute player from getting those fat crumbs. This is not possible but they can make sure via psyops that fewer crumbs are available by breaking the mindset of some of these astute players. For the record these top players in public are not the real top players, they are actually the middlemen and they are the real issue, though a time is fast approaching when they will be shredded at fed to the astute players. In other words, those that have the capacity to stick (90% of is mental unless you are using the money you need for rent and food) with good plays, will be rewarded. However, one will have to work for those rewards

[SOL]

My bafflement is more about why all 3 are down right now.

It won't take 5 to 10 years for those 3 to do well.

As for why they are down atm, the prevailing mainstream view is that high growth tech companies as a group are overvalued after such a breathtaking bullish run and will not do well in a rising interest environment, and with the potential for an economic contraction and recession looming. In addition, with current supply chain disruptions, tech companies won't be able to make as many products quickly and cheaply to sell to customers, so they will be less profitable in the near-term. Etc.

You have to decide how to interpret and act on this view. Like most mainstream views, there may be a kernel or two of truth in the above, but we also know that the mainstream view is almost always wrong, or if it is right, it doesn't stay "right" for very long.

For me, it's pretty simple. The Tech Trend (TTT, like your handle) is exponential and unstoppable. All will perish before this tsunami mega-trend of trends, ultimately. Chips are needed. Buy chip companies and keep buying. Wait for them to go up.

Also, if I am right about TLT/TMF, the TTT will resume its upside run after a period of consolidation soon.

Bonds go up when interest rates go down. Based on sentiment and TA, TLT (proxy for long USSA bonds), is bottoming, and will eventually go up after some consolidation. So when TLT goes up, that also means that interest rates will start going back down again. This will be bullish for the high growth tech companies, which includes the chips makers.

We are soon going to a need a book called Yodean's bible of acronyms to figure out what you are saying lol

[Budge]

I view NVDA, AMD, INTC as semi-conductor companies that will do well over the next 5-10 years as AI comes online. So I have optimism for all of them without having looked at the chart pattern. My bafflement is more about why all 3 are down right now.

Ah! In a time of chip shortages why would they be down? Cui bono? Someone does. How much pain can the punters take? We're going to find out. Patience and then some more patience.

At one point the big players had some ethics, you know take so much and leave some nice crumbs for those that work for it, now they want to take it all. So they manipulate anything they want. Without their crap its already hard to win in the markets but now because they want more they want to deny the astute player from getting those fat crumbs. This is not possible but they can make sure via psyops that fewer crumbs are available by breaking the mindset of some of these astute players. For the record these top players in public are not the real top players, they are actually the middlemen and they are the real issue, though a time is fast approaching when they will be shredded at fed to the astute players. In other words, those that have the capacity to stick (90% of is mental unless you are using the money you need for rent and food) with good plays, will be rewarded. However, one will have to work for those rewards

Amen.

[AstuteShift]

Those in the shadows have the power.

Simple as that.

Buffet, Munger and the middle level guys just get better deals, insider trading is rampant and they’re getting too fat

[Centeron631]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

It’s a volatile stock but good semi conducting company. Intel in the past tried to heavily screw them as much as possible but now AMD is runned by a great CEO Lisa Sue.

Intel will eventually get their act together, the sleepy giant got too fat and lazy

Agree with that Astute and afer doing a bit of research- since she took over i believe about 2013 she put in the necessities for a sea change which materialized, and it was not the same company from there on but an elite top contender....

[LoriPrecisely]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

Did you see the price of AMD today?

[SOL]

So where does one find all this optimism for AMD. I looked at a chart going back to 1973 on tradingview and prior to Oct 2019 when it hit $40 again on way to a huge parabolic upper, the most it had been up to was was around $40 on two occasions which at those two times was a healthy climb up. thks

Did you see the price of AMD today?

https://www.youtube.com/watch?v=H8z_nR0 ... HBACKMUSIC
Yes a nice Pop and it was due to all the pessimism that would eventually pop. When people are optimistic, it is time to be pessimistic and vice versa. Investing is not based on logic or emotion. For the most part you have to do what appears illogical and do it without allowing emotion into the equation.

[LoriPrecisely]

Good current article on AMD

"Shares of Advanced Micro Devices (AMD 4.13%) climbed 5.5% on Tuesday ahead of a key Senate vote that could help to fuel the growth of the U.S. semiconductor industry.

Congress is expected to vote on a bill known as the Chips for America Act. The proposed legislation could authorize roughly $52 billion in subsidies and tax credits. The Chips Act is intended to spur investment in the manufacturing of semiconductors in the U.S.

The vote comes as chip shortages are slowing the production of a wide array of goods, from mobile phones to automobiles and nearly everything in between. Some lawmakers also see the bill as a way to reduce the country's reliance on international production hubs, such as China and Taiwan, at a time when geopolitical strife in Europe and other areas is threatening to upend long-standing supply agreements.

Yet, while it's understandable that investors would expect a bill designed to benefit the chip industry would be a boon for chipmakers, AMD's rivals may obtain the lion's share of the benefits. The Chips Act is primarily geared toward boosting the manufacturing of chips in the U.S., so it likely would benefit companies like Intel that design and build their own chips. Chip designers like AMD that outsource the production of their chips to third-party manufacturers would stand to receive fewer subsidies.

Investors can expect to hear AMD's view of the Chips Act's potential impact on the industry when it reports its second-quarter financial results on Aug. 2. Its management team is scheduled to conduct a conference call with analysts beginning at 5 p.m. ET that same day."
https://www.fool.com/investing/2022/07/ ... ped-today/

[jlhooter]

Yes a nice Pop and it was due to all the pessimism that would eventually pop. When people are optimistic, it is time to be pessimistic and vice versa. Investing is not based on logic or emotion. For the most part you have to do what appears illogical and do it without allowing emotion into the equation.

Sol a bit related but I can't thank you enough for revealing my inner investor. I used to lose it when the market dropped 1 to 2 % and at times would sell in panic. Now instead of reflecting in anguish I learn and act the best I can from your and other's teachings. Now that my account has had a nice pop I find myself controlling my emotions for the same reason as when it dropped. I don't have control over the market but gaining control over how I react. I am constantly scheming my next moves.

[AstuteShift]

Yes a nice Pop and it was due to all the pessimism that would eventually pop. When people are optimistic, it is time to be pessimistic and vice versa. Investing is not based on logic or emotion. For the most part you have to do what appears illogical and do it without allowing emotion into the equation.

Sol a bit related but I can't thank you enough for revealing my inner investor. I used to lose it when the market dropped 1 to 2 % and at times would sell in panic. Now instead of reflecting in anguish I learn and act the best I can from your and other's teachings. Now that my account has had a nice pop I find myself controlling my emotions for the same reason as when it dropped. I don't have control over the market but gaining control over how I react. I am constantly scheming my next moves.

Takes time to develop that instinct and market feel, it’s not intuitive since the market is heavily manipulated and designed to rob you as much as possible

[Budge]

Good current article on AMD

"Shares of Advanced Micro Devices (AMD 4.13%) climbed 5.5% on Tuesday ahead of a key Senate vote that could help to fuel the growth of the U.S. semiconductor industry.

Congress is expected to vote on a bill known as the Chips for America Act. The proposed legislation could authorize roughly $52 billion in subsidies and tax credits. The Chips Act is intended to spur investment in the manufacturing of semiconductors in the U.S.

The vote comes as chip shortages are slowing the production of a wide array of goods, from mobile phones to automobiles and nearly everything in between. Some lawmakers also see the bill as a way to reduce the country's reliance on international production hubs, such as China and Taiwan, at a time when geopolitical strife in Europe and other areas is threatening to upend long-standing supply agreements.

Yet, while it's understandable that investors would expect a bill designed to benefit the chip industry would be a boon for chipmakers, AMD's rivals may obtain the lion's share of the benefits. The Chips Act is primarily geared toward boosting the manufacturing of chips in the U.S., so it likely would benefit companies like Intel that design and build their own chips. Chip designers like AMD that outsource the production of their chips to third-party manufacturers would stand to receive fewer subsidies.

Investors can expect to hear AMD's view of the Chips Act's potential impact on the industry when it reports its second-quarter financial results on Aug. 2. Its management team is scheduled to conduct a conference call with analysts beginning at 5 p.m. ET that same day."
https://www.fool.com/investing/2022/07/ ... ped-today/

When anything appears in the press you can bet the insiders (ie congresscritters esp Mr Nancy Piglosi) are front running.