sean lys
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$USD/MYR (USDMYR.FX)$ 4.6 coming soon
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sean lys
commented on
$Intel (INTC.US)$ It makes no sense
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sean lys
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$Intel (INTC.US)$ Why I dare to buy this share? Cos , it got brand name, technology expertise, substantial mkt share in computing chips, established distribution channels and etc built over the years.
Worst to worst, it goes down or very low, sure some big corporate, rich entity can easily take over, pump money, restructure, repackage and turn it around. Then share price will goes up, but will takes longer time.
Of course, there will be a small possibility that it cannot rebound or go bust. Th...
Worst to worst, it goes down or very low, sure some big corporate, rich entity can easily take over, pump money, restructure, repackage and turn it around. Then share price will goes up, but will takes longer time.
Of course, there will be a small possibility that it cannot rebound or go bust. Th...
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sean lys
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$Broadcom (AVGO.US)$
Broadcom Q4 FY2024 earnings conference call is scheduled for December 12 at 5:00 PM ET /December 13 at 6:00 AM SGT /December 13 at 9:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
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What do you expect from Broadcom's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
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Broadcom Q4 FY2024 earnings conference call is scheduled for December 12 at 5:00 PM ET /December 13 at 6:00 AM SGT /December 13 at 9:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Broadcom's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for infor...
Broadcom Q4 FY2024 earnings conference call
Dec 13 06:00
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sean lys
commented on
$Intel (INTC.US)$
At the moment, it seems unlikely for a short-term rebound, and the possibility of continuous decline exists, but $20 has already met my expectations. The company does not have good Earnings Reports, and it will fall short of expectations in the coming year.
In the long run, this is a very good price.
A company valued at 0.185 billion with the capability to manufacture and design chips. You won't find a second company with this capability.
2. The chip design capability is not comparable to the leading ones, but much stronger than a bunch of companies in China. If Intel is sold to China for one trillion, China will still buy it. Because Chinese companies do not have Intel's capabilities. This shows that currently, Intel's downside is protected.
The Earnings Reports look bad, not that the product is not selling. Compared to the competitor AMD, its sales are twice as much as AMD's, and it only falls behind in the high-end CPU market, while in the mid-range market, they are about the same. They can also design chips with around 4060 computing power in the GPU market (4060 has been ahead of China for over ten years).
At the moment, it seems unlikely for a short-term rebound, and the possibility of continuous decline exists, but $20 has already met my expectations. The company does not have good Earnings Reports, and it will fall short of expectations in the coming year.
In the long run, this is a very good price.
A company valued at 0.185 billion with the capability to manufacture and design chips. You won't find a second company with this capability.
2. The chip design capability is not comparable to the leading ones, but much stronger than a bunch of companies in China. If Intel is sold to China for one trillion, China will still buy it. Because Chinese companies do not have Intel's capabilities. This shows that currently, Intel's downside is protected.
The Earnings Reports look bad, not that the product is not selling. Compared to the competitor AMD, its sales are twice as much as AMD's, and it only falls behind in the high-end CPU market, while in the mid-range market, they are about the same. They can also design chips with around 4060 computing power in the GPU market (4060 has been ahead of China for over ten years).
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I fully agree with your other points.
sean lys
commented on
$SENSETIME-W (00020.HK)$ Garbage
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sean lys
commented on
$Intel (INTC.US)$ Their technology at the OEM factory lags behind Taiwan Semiconductor by 10 years. How can they catch up, losing money, if they don't have money, they should hire professional engineers. Even if they have money to hire them, manufacturing is very costly, and they don't want to shut down the factory.
The performance of chip design has already been surpassed by AMD.
If they shut down the factory and focus on chip design, they can at least regain market share.
Yet they insist on competing with Taiwan Semiconductor without the necessary technology.
The performance of chip design has already been surpassed by AMD.
If they shut down the factory and focus on chip design, they can at least regain market share.
Yet they insist on competing with Taiwan Semiconductor without the necessary technology.
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$Intel (INTC.US)$ Appointing the former president of ASML to the board of directors indicates a firm commitment to moving towards the manufacturing direction. Indeed, in the long run, the excessive reliance of the USA on Taiwan Semiconductor in semiconductor manufacturing is definitely a major strategic issue. It seems that the USA also believes that China unifying Taiwan will not be a distant event.
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sean lys
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$Intel (INTC.US)$ The USA prohibits Taiwan Semiconductor from shipping to China best, but Samsung also follows suit in prohibiting the production of chips for China best. Therefore, Huawei's final choice can only be manufactured by intel on behalf... The market in China is so large, intel has made a big profit this time....
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sean lys : The rate cut was less than expected, so the dollar is expected to rise