$Advanced Micro Devices (AMD.US)$
I will remain in this ship, trust in Lisa Su. Only the journey is now longer, but hopefully the reward will also be bigger.
I will remain in this ship, trust in Lisa Su. Only the journey is now longer, but hopefully the reward will also be bigger.
10
33
$Advanced Micro Devices (AMD.US)$
Either those analysts know something, or this is a coordinated attack. Still bullish but very weird
Either those analysts know something, or this is a coordinated attack. Still bullish but very weird
1
4
$Advanced Micro Devices (AMD.US)$
Reminds me of the days when META was getting hammered to $80
Reminds me of the days when META was getting hammered to $80
1
1
$Advanced Micro Devices (AMD.US)$
Always happy to pick up some bargains, lets see how it goes
Always happy to pick up some bargains, lets see how it goes
3
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
$ASML Holding (ASML.US)$
Started a position at 695, will look to DCA if goes to 650.
Started a position at 695, will look to DCA if goes to 650.
4
1
$PBBANK (1295.MY)$
Acquire quality company at cheap price. People say Teh family plan to sell their position at cheap price, but its not dilution from what I’ve heard, don’t see a problem with them getting cash while employees and director get rewarded.
Acquire quality company at cheap price. People say Teh family plan to sell their position at cheap price, but its not dilution from what I’ve heard, don’t see a problem with them getting cash while employees and director get rewarded.
5
1
$PBBANK (1295.MY)$
Been waiting for this dip. I see nothing but positive
Been waiting for this dip. I see nothing but positive
3
2
$CREST (0323.MY)$
I think main reason this not hot, because their business is mainly sales of equipment, not really engineering or tech.
I think main reason this not hot, because their business is mainly sales of equipment, not really engineering or tech.
3
Translated
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
The Speculator OP 104953679 : yes, i agree. only way they recover before next ER is a significant partnership, or macroeconomy news. I still like the long term prospects of the business and see a few bullish signs in the ER (MI350 timeline moving forward). But short term a lot of headwinds (tariff, downward momentum etc.)
The Speculator OP 10baggerbamm : might as well be part of history than the forgotten. The faithful shall be rewarded at the end with either a pot of gold or the story of the lifetime
The Speculator OP 10baggerbamm : sure why not, in the end life is life. nobody knows the future, and certainly i am not one to judge anybody. we will see how AMD will perform in the 3-years instead of quarter by quarter
The Speculator OP 10baggerbamm : i see ur point that you’re disappointed in the recent performance. The way I see it is a bit different, i think they have a good coach and pieces that they acquired recently that will fit well, but they need time. In the end, they are not the market leader like Nvidia, but they adapted well which is why their MI300 series can still generate revenue (+$5b). If you want to look at poor coach, it should be Intel which is now looking more dire. The market pivoted to AI dominance and AMD is playing catchup, and as everyone know that in tech, catching up is always unforgiving, but I like that they focused on memory instead to differentiate themselves. I do not think that this is a quick turnaround, but if you look at the long run, they will get a piece of the AI pie. How big of the pie, we do not know and it is based on their execution, but I do believe Lisa Su is a GREAT Ceo.
The Speculator OP modest Narwhal_1005 : I don’t think any Buffet followers would even consider AMD or tech companies with rapid development. Maybe the people who invest in AMD just believe in their tech and their leader. Short term is always based on sentiment and momentum, but long term is always based on the company’s execution. It is unfair to judge those who invest AMD as ‘beginers’ as the same can be said to those who invest in Palantir when it is $6. Time will tell
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