Amd tends to go down on earnings and then goes up days after

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If AMD is near a resistance or a low that's a pretty solid bet. I'm not sure when their earnings are, but watch out for Powell speech and FOMC minutes on Wednesday, might send everything into a tailspin if he says "what rate cut, u mean rate hike?" But that would require him to have a spine, so doubtful

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lol, my money is on AMD. Su Bae is gonna take over NVDA profits.

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Guidance matters. Amd needs some love. Speak it into existence for the fallen.

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Saying Intel brings in almost double the revenue as Amd isn’t as good as it sounds. • They consistently have been losing ground in the AI/Datacenter space. Being 3rd place doesn’t mean much to people. • Their margins aren’t super high and are very wishy washy • Outside of Client Computing Group the company has been doing pretty shit I don’t disagree that they can’t turn it around but people shouldn’t even think about investing for another 6-8 quarters. There’s gonna be a lot more pain in store. The smart money isn’t investing in Intel yet. It’s investing in other things because at a minimum Intel is on a 3-5 year track to even gain any meaningful headway. **The issue is they keep fucking up or keep embellishing on quarterly calls with their comments and then a lot of people lose faith in them including customers because of their half truths**.

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I mean, don’t get me wrong. I *love* Intel’s chips. I’ve been a lifelong fanboy since the late 90’s, when I built my very first (working) gaming rig…before I even knew what I was doing and knew what Nvidia and AMD even were. That said, if I’m putting my hard-earned cheese in chip stonks, I’m looking elsewhere (like Nvidia or AMD). Both of those have growth catalysts and, more importantly, cash flows, that INTC just can’t match atm, even with all the gubmint subsidies being shoveled their way.

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$55 billion a year in revenue and on their way to a government forced monopoly on advanced chip production. Intel is for only the very patient. But they are one of the best values in the market right now. They bring in double the revenue of AMD at almost half the cap, and are on their way to the above chip prod monopoly, not to mention their strong business segment is a great in for their AI focused products, on top of their dominance in the PC chip market, which is transitioning to AI PC's of which they'll have numerous advantages to carve up a decent slice of the pie. If you invest in Intel, make sure it's not with a short term mindset. Give it 18 months- two years for the inflection point, though by end of this year the picture will get a lot clearer in terms of both Foundry pacing and sales of some of their AI products and advanced chips. While all the robinhood using brokies are mocking Intel as a boomer stock, the smart money is following the value + potential, though timing your entry is absolutely key. After Friday, I would say now is pretty good, as it already got hammered in April before earnings and they gave very confident 2H guidance. It was just the conservative 2Q adjusted guidance which caused the drop Friday.

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Honestly, I focused on 7 magnificents but Tesla, apart from there AMD. For MSFT, I am holding, looks safe for me, and some amount I don't out on big risk, current earnings there 5k which is about 17% of 83.2 stocks. Amazon, holding 115.5 shares with 9.17% of earnings. I hope it will blow out in the earnings Nvidia, I got earnings if 67.5% from 32 stocks, waiting for earnings to blow out to see If I can quickly scrap something, and reinvest on it, in a cold down. From AMD and Meta I have stupid decisions, in combined I invested 10k, out of this I might lose 1k usd, so I have around 10%. In short, I don't do options because i wouldn't control my emotions, I am playing safer as I can.

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I never buy puts, calls only much safer imo. Calls on Sofi, AMD, AMZN, Novo and Draft Kings

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AMD going back to $200 after earnings on Tuesday? Thoughts?

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