Rants and WTF are you talking about and Coronavirus!

[Escape Artist]

Those gains are in USD. Fun fact for Norway based experts is that their fortune is measured in NOK which has recently appreciated considerably against the dollar.

Unless the dollar goes back to its high valuation then the gains in NOK will have been modest.

Did someone ring a bell and tell you to buy semis a month ago? As if the only comps are AMD and semis. An investor could have chosen to stay in cash, short the market, long the market, invest in a whole variety of assets from treasuries to investment grade to high yield, s&p 500 or any of the Russel indices or foreign equities and currencies and what not. Why only compare to AMD and SmH?

Points:

Boasting stock picks is ick.

Entire market went up due to fed dovish signaling. Just about every tech related sector went up double digits in one month.

Entire Semiconductor ETF went up more than specific semiconductor company of discussion making boasting about the specific semiconductor company quite silly.

Equivalent statement in any year: "S&P went up 10% and my portfolio went up 9%. I'm so amazing and great at stock marketing. ".

Irrelevant points:

Currency and specific percentage as this would apply across the board.

Second poster's entire post.

"Second poster is ick. ".

[Pistons]

Intel and AMD both have: Desktop cpu, laptop cpu, soon phone cpu / gpu's, accelerators, server / workstation processors.

Intel is also new in the gpu market with soon to be a competitor against Nvidias crappy unusable DLSS 3 which increased latency, making it counter intuitive for gamers. Intels tech in the works should avoid this (on paper).

Intel also have a neuromorphic compute program, with their Loihi 2 chips. This is a possible black swan event in the next 1-5 years. Sam Altman for example doesn't have any stocks in OpenAI, but he has invested alot into Rain AI: a neuromorphic compute competitor company to Intel. Nvidia doesn't have this. AMD doesn't have this. Sure Rain might have a higher percentage upside, but it's not listed. And its hard to say when this kicks off.

Intel also have a quantum compute program. And on silicon. A massive black Swan event set for about 2030-2031. Do they have it ready already? Hard to say. But noone else have this.

And then there is the fabs.

And then there is the growth potential in humanoid robotics which will increase the need for chips even further. By alot.

[Pistons]

Answer me this: Did you hold an EFT for a full month?

AMD and Intel goes up simultaneously for a good reason. Which one is up the most depends on which date you buy on. If you bought the date I bought on, Intel is up more. But at some point Intel will pull away from AMD overall as well. Once wall street starts to look more in depth at the company. Right now it is all about AI chips, and that's why AMD is able to keep up. But while AMD might be able to keep the pace of Intel for another 3-6 month, Intel will continue upwards as it has more kickers. Intel also have more patents. They have more chances to reduce cost. A higher income, and scales more with a lower interest rate going into 2024.

I'm not sure which companies are included in that S&P semiconductor EFT, but question is how long they can keep growing. I'm too lazy to do day trading, so I don't want a company that only has another 6-12 months in it for solid growth.

Pessimist: Nvidia is sold out. Tsmc don't have more capacity for them at the moment. And probably almost a year ahead. That's why AMD / Intel goes up. Intel had 3 new fab customer in 2023, but rumors (Northland analyst) have it an additional 6 more is in the cards due to tsmc also being sold out.

Ararat: Smart guy assumes someone needs to trade currencies for each trade. What if I've held dollars for a long time, not swapping currency at all? What if I've used a US trading platform? If we'd go to German FKKs, we should all calculate in euros here as well, and not in usd. Sure the usd has appreciated a bit this month against the euro also, but that might change before anything meaningful happens. So for ease, lets consider usd caluation.

[Ararat]

Intel gains in the past month: 15.1%.

AMD: 19.71%.

SPDR S&P SemiConductor ETF: 16.36%.

Those gains are in USD. Fun fact for Norway based experts is that their fortune is measured in NOK which has recently appreciated considerably against the dollar.

Unless the dollar goes back to its high valuation then the gains in NOK will have been modest.

[Pessimist]

Once again, you failed to understand the main idea of the post and chose to focus on the impertinent aspects while likely making some false extrapolations from what was actually said. "A month or so," a detail no one even ever accused you of getting wrong as that's not even the point. Getting hung up on those points seems to indicate that defending one's ego was prioritized over anything else.

I guess one has to labor and explain what was the obvious actual point: Nothing was special about Intel's gains as they were on par with similar asset classes and December market trends in general.

Case in point:

Intel gains in the past month: 15.1%.

AMD: 19.71%.

SPDR S&P SemiConductor ETF: 16.36%.

The fact that someone is trying to flex with stock predictions during a month where a monkey can pick a random stock and gain 20% is laughable. When literally the entire S&P Semiconductor ETF outperforms the stock pick of discussion while the person brags about the stock's gains is hilarious.

And again, dyslexia remains apparent. What's an EFT?

Stock tips from the shoeshine boy everyone.

Did someone ring a bell and tell you to buy semis a month ago? As if the only comps are AMD and semis. An investor could have chosen to stay in cash, short the market, long the market, invest in a whole variety of assets from treasuries to investment grade to high yield, s&p 500 or any of the Russel indices or foreign equities and currencies and what not. Why only compare to AMD and SmH?

[Pessimist]

Gaudi2 and 3 are accelerators. Not GPUs. Even MI300 x are being / will be priced at a steep discount to comparable NVDA GPUs and the Gaudi family much more so.

Well, it surely is an interesting stock to follow given how multi layered it is.

1. Rearranging of supplychains from East to west through the US chips act, and EU goals of increasing semiconductor production. With added tax benefits. This is in the tens of billions. But mainly because western fabs cost 33% more compared to building fabs in Asia. It is considered national security, so should be a done deal.

1. 1. Environmental protection assessments on new fab locations. Also concerning the competitors tsmc and samsung. (Who will get stalled here?

1. 2 German tax refund issue.

2. Wars, and possible additional wars. Intel has fabs in Israel. While the competitor tsmc has most of their fabs in Taiwan where China is getting closer and closer to an attack. Possibly in the March-may or August window of ocean tides. Red sea bombing by the houti also has a smaller effect on shipping routes.

3. Layoffs in the rnd departement. Should be savings of 2 b a year by 2025. Partially due to AI automation, as well as efficiency. Additional 8 b in other savings by 2025.

4. Push into laptop and smartphone market through new nodes. With a possible take against arm and Qualcomm with the upcomming lunar lake node.

5. Firmware and driver problems in testing with Meteor Lake makes it hard to define how good this new laptop node is. Even if the competitor AMD is in serious lack of software support. Making it hard for them compete with Intel anyway, but shouldn't be ruled out for some segments.

6. Pricing on Gaudi3 compared to Mi300 x and the soon to be launched H200 (March / April). As pricing per compute / watt is what it's all about.

7. Question regarding next gen Arc gpu and how much grounds they have made on Nvidia in particular. They most likely need to add alot of good memory to compete. As well as how fast the push to get away from cuda cores are moving. Google is apparently also working on this, as well as others, since cuda cores are not versatile enough, and Intel should gain by a helping hand here.

8. ASML delivery of high-NA EUV.

9. New node timeframe after 18 A. Tsmc just talked about an 14 A node. Pat has to do the same next month.

10. Sale of a smaller company, as well as a few ongoing court cases of old NXP patents now owned by an arab investment company.

11. Future market prediction in all segments. Black Swan events of new markets like humanood robotics etc could influence this.

[Escape Artist]

'A month or so'. In other words a bit over a month.

But it went up because of the israeli chips act and the fab being built there. And maybe slightly because meteor lake looks better than many initially thought. Then there was Pat's speech at MiT a week or so ago.

Good luck with your EFT's. Up 2%, down 2%, down 2%, up 2% etc. I hope you have improved your math on how that will end.

Once again, you failed to understand the main idea of the post and chose to focus on the impertinent aspects while likely making some false extrapolations from what was actually said. "A month or so," a detail no one even ever accused you of getting wrong as that's not even the point. Getting hung up on those points seems to indicate that defending one's ego was prioritized over anything else.

I guess one has to labor and explain what was the obvious actual point: Nothing was special about Intel's gains as they were on par with similar asset classes and December market trends in general.

Case in point:

Intel gains in the past month: 15.1%.

AMD: 19.71%.

SPDR S&P SemiConductor ETF: 16.36%.

The fact that someone is trying to flex with stock predictions during a month where a monkey can pick a random stock and gain 20% is laughable. When literally the entire S&P Semiconductor ETF outperforms the stock pick of discussion while the person brags about the stock's gains is hilarious.

And again, dyslexia remains apparent. What's an EFT?

Stock tips from the shoeshine boy everyone.

[Pistons]

LOL, what an insecure fraud. In other news Fed declared an end to interest rate hikes and stock market rises. Surprise surprise. AMD is up 15% in the past month, intel 14%, Russell 2000 up 15%. Speculative stocks skyrocket 30,40, 50,100+%. I even have an entire ETF that went up 22% in one month. Water is wet and snow is cold. Don't eat yellow snow. Just wanted everyone to know because I'm so smart and know so many things. Hah.

'A month or so'. In other words a bit over a month.

But it went up because of the israeli chips act and the fab being built there. And maybe slightly because meteor lake looks better than many initially thought. Then there was Pat's speech at MiT a week or so ago.

Good luck with your EFT's. Up 2%, down 2%, down 2%, up 2% etc. I hope you have improved your math on how that will end.

[Escape Artist]

LOL, what an insecure fraud. In other news Fed declared an end to interest rate hikes and stock market rises. Surprise surprise. AMD is up 15% in the past month, intel 14%, Russell 2000 up 15%. Speculative stocks skyrocket 30,40, 50,100+%. I even have an entire ETF that went up 22% in one month. Water is wet and snow is cold. Don't eat yellow snow. Just wanted everyone to know because I'm so smart and know so many things. Hah.

[Pistons]

Nevermind. Make that 23%.

FOMO and Christmas rush. January is usually good.

[Pistons]

I'm just telling mu fellow mongers here how to make some extra cash to spend on hot women in 2024,2025 or even 2026.

If you'd bought Intel when I did a month or so ago, you'd be up about 22% now. And that's just the beginning. No hate, just pure stock analysis for those who like money, and don't hate it.

[Pistons]

That's what the western media said.

Do you know the saying the story is always told by the winner".

What do you think would be in the history books, if hitler won the 2. War.

So you are saying there is no such thing as a 'One China Policy'?

Or does China suddenly consider Taiwan as it's own separate country? If so, then that was news to me!

And what is your recent take on the Hong Kong judicial situation?

How about the Chinese military buildup for the past 10 years? Or the bases in the spratley islands? What about the Senkaku island confrontations? With chinese ships near some tiny rocks between Taiwan and Japan? What does chinese ships do there unless China wants to first take Taiwan?

[PumDiPum]

When you judge, then take time and listen to both side.

And not just one side.

Maybe there more than two sides.

[Bonsai]

Well, if China attacks Taiwan. Which they openly say in speeches that they will, that does sound like semiconductor production in both Europe and USA is a question of national security.

That's what the western media said.

Do you know the saying „the story is always told by the winner".

What do you think would be in the history books, if hitler won the 2. War.

[Pistons]

I imagine there is the possibility of company propaganda, or the potential for government incompetence when trying to support an industry. For instance, financing a product no one wants to buy. What is the other side you mention or is it hypothetical?

Well, if China attacks Taiwan. Which they openly say in speeches that they will, that does sound like semiconductor production in both europe and usa is a question of national security.