Silicon is the New Oil


#142

The bull case for AMD is simple and clear: TSMC’s process leadership. AMD will be the x86 supplier with the best process. That used to be intel’s role.

Ignore everything else. They are just noise.


#143

Bear case for AMD: it’s led by a Taiwanese woman.
Bear case for NVDA: it’s led by a Taiwanese man.


#144

Focus on strong and consistency in profit history, dividend etc, like XOM, WMT, AMZN, NFLX if the profit margin is low. If profit margin is above 15%, it is healthy to hold long.

If the companies are not making profit or small profit, hiked interest rate, economic impacts heavy on such low margin companies that results stock value down.


#145

Isn’t market moving away from x86? to ARM?


#146

Transition will be slow. AMD only has low single digit market share in servers. It can double and still has only 10% share. Plenty of room to grow.


#147

Whatever happen, semis win :slight_smile: Semis are safer than cloud?
Thinking aloud: Should I replace TSM with AMD or XLNX?

17%20AM


#148

Both semis and cloud are yesterday’s technology. EV and autonomous driving is your future.


#150

No semi no cloud >> no ev no av

Jim Cramer: The Semiconductors Break Out

The semiconductor sector is the ‘surprise insurgency’ of 2019, Jim Cramer says it’s a rally that wasn’t supposed to happen and the group has legs whether or not the U.S. and China can agree on a trade deal.


#151

Jim Cramer is always after the facts, when whole world knows the facts, he just run summary :rofl:


#152

The whole world knew? Only XLNX established new ATH. Well known semis like MU, NVDA and QCOM are still below 200-day SMA. CPU like INTC and AMD are above 200-day/ 50-day SMAs.


#153

In another thread you asked the question “@manch can you tell us earlier!!! What is the point of telling us after AYX has jumped 5x over 2 years. You want us to FOMO buy?”

Jim Cramer is summarizing everything once the facts are known to outside. What is the point of referring Jim Cramer statement?


#154

Around Dec/Jan, Jim said buy before it is confirmed. He is following up with those comments. You want him to quote his past remarks to have legitimacy?


#155

Article recommends NVDA and TCEHY :grinning: NVDA is clearly a good long term stock but is it low enough to buy it big time? Why not AMD, replacing INTC as the go-to x86 processor and GPU play?


#157

Let me see whether I am right or Jim Cramer is right. If he is right, I will keep quiet about him in future.

Remember my old statement Market turning point is 2790 to 2815 and is unlikely reach 2850 (S&P) in next 30 days.

Mr.Market is in peak and about to turning downside, but Jim Cramer is telling this.

Jim_cramer_bullish


#158

After @Jil put up the challenge, market panic! Sell silicon!

51%20AM


#159

What if tomorrow goes up. it can happen. It can also go up by end of day.
Market may UP or down daily, but I am not focusing daily movements, but focusing next 30 to 60 days.


#160

Buy on rumors sell on news. Cramer reports news. Short Cramer.


#161

Cramer is totally clueless.


#162

My buddy’s three year old thinks he is hysterically funny. My wife leaves the room when he comes on. Can’t stand him


#163

Cloud analysis :wink: of NVDA.
abc > new low
i-ii-iii > BTFD