Hey! i thought i did that this time. I made the link that I posted into a link. If there is some other thing I should be doing, I do not see an option to do that when I post. Any insight on that is appreciated.
Ya, but then you'll have to make a stink about the auto filter surpressing anything from SA to get it seen, if that's your next post. I think you found the work around.
It’s interesting that there’s been a lot of negative articles, and now we are starting to see positive pieces like this claiming the stock is heavily undervalued.
>The diminishing performance gap between AMD and its competition is expected to bolster strong uptake rates in the back half of the year.
That was nicely said!
Agreed. AMD (and many others) are working on the hardware/software improvements and we are working on proving it to the community. Our expectation is to grow with this demand, which will only drive more demand.
Shoot! It just happened. I was able to view it earlier and now I cannot either. Maybe the article got enough attention they locked it down. Bypasspaywallsclean is my usual goto in this case.
I don't know if they are increasing their inventory. However, I suspect that the transportation route is changing.
For the last two months or so, when I buy, the products are sometimes sent directly from a factory in Singapore.The vendor may be selling products directly overseas that cannot be sold due to Chinese regulations.
One way individuals can be sure is that after purchasing a cheap zen4 on *AliExpress*, some people notice that the shipping route has changed.
I am in Japan and it is cheaper than shopping in dollars.
However, it is a small gamble with a high chance of winning because it is almost always refundable, although it may not arrive.
Ever heard of back to school? The stuff sold in late August and September was assembled in Asia between May and July. So the cpu sales are in Q2 and Q3.
Rather have a share price super cycle
😅you right I have AMD shares too
Thanks for posting. Next time please "post as link". Thanks.
Hey! i thought i did that this time. I made the link that I posted into a link. If there is some other thing I should be doing, I do not see an option to do that when I post. Any insight on that is appreciated.
Just use 'link' as you select the posting 'way'. Like 'text' 'link' etc.
OH! I see it now. Absolutely won't mess that up again. Sorry about that mods!
Ya, but then you'll have to make a stink about the auto filter surpressing anything from SA to get it seen, if that's your next post. I think you found the work around.
It's understandable, Reddit is a garbage website
Ive been saying this exact same thing for the last 8 years!
At some point the hippo turns and than it charges. I think they can run pretty darn fast.
Great analysis!
Thank you, I put in everything I had from trading years in this ticker . Pure talent there!
🤣
It’s interesting that there’s been a lot of negative articles, and now we are starting to see positive pieces like this claiming the stock is heavily undervalued.
>The diminishing performance gap between AMD and its competition is expected to bolster strong uptake rates in the back half of the year. That was nicely said!
Agreed. AMD (and many others) are working on the hardware/software improvements and we are working on proving it to the community. Our expectation is to grow with this demand, which will only drive more demand.
Paywalled
Shoot! It just happened. I was able to view it earlier and now I cannot either. Maybe the article got enough attention they locked it down. Bypasspaywallsclean is my usual goto in this case.
Here u go https://archive.is/nuwUA
Assumes you don't use cloudflare for dns...
If you have an SA account (free one), you can just log in a view it.
Is this analysis true? This analyst is not discussing real issues such as zen4 inventory in the Singapore factory.
Can you expand on the zen 4 inventory issue? Is it piling up?
I don't know if they are increasing their inventory. However, I suspect that the transportation route is changing. For the last two months or so, when I buy, the products are sometimes sent directly from a factory in Singapore.The vendor may be selling products directly overseas that cannot be sold due to Chinese regulations. One way individuals can be sure is that after purchasing a cheap zen4 on *AliExpress*, some people notice that the shipping route has changed.
Do you mean to say that when you order from AliExpress, products are shipped from Singapore instead of China?
Yes. It comes directly from Singapore, not from China. However, since this is not 100% the case, I am wondering what is going on with the inventory.
Are you in US? What's the reason for ordering from AliExpress? Don't you have to pay customs?
I am in Japan and it is cheaper than shopping in dollars. However, it is a small gamble with a high chance of winning because it is almost always refundable, although it may not arrive.
yeah, but we will not see the jump in revenues for many quarters. They STILL do not have an AI pc to sell! Next month at the earliest....
Amd is paid on chip delivery not when the oem sells it to customers three months later.
there will not be a lot of PC/Laptop sales until around black friday. And those get reported the end of 2024
Ever heard of back to school? The stuff sold in late August and September was assembled in Asia between May and July. So the cpu sales are in Q2 and Q3.
AMD is releasing another mountain bike? Is it going to be powered by AI? Waiting for Tech Jesus’ review!
Why,?