The heavy volume in $XLNX today shows arbitrage interest with increasing confidence that the $AMD acquisition will be approved soon. Some are looking to buy and hold AMD on the cheap. Others are just interested in the one-time boost. The latter group will want to sell for a quick profit as soon as the approval is announced. That will put pressure for XLNX to go down.
However, that sell pressure will be matched or exceeded by two types of big-money institutional buyers: 1) arbitrage specialists looking to make bank on a sure-thing, even if it is only for a small percentage gain; and 2) funds looking to acquire or increase a large stake in $AMD, taking advantage of the massive churn to buy and hold massive quantities of shares without pushing the price up too much too fast.
At the same time, AMD shorts may have to cover as fast as possible to avoid even greater losses. Day trading specialists will move in-and-out over the course of a few days to try to benefit from the volatility. Some long-term XLNX holders may also choose to take their profits and move on to other opportunities.
When the dust settles, a lot more AMD shares will be in the firm hands of smart-money institutional buyers. Any catalyst after that--such as the announcement of new Exynos 2200 chips--should send the SP sharply higher. I'm planning on just patiently waiting through the volatility. Whatever happens, AMD is a keeper for many quarters to come.
$amd & $xlnx CEO Lisa Su appears as confident as ever with dec 2020 deadline and merger.
from CEO Lisa Su Presents at Credit Suisse 25th Technology Conference Call Nov. 30, 2021 2:10 PM ET
We're very excited about our Xilinx acquisition and closing that by the end of the year
So it's hard to imagine that it was only 18 months ago that we gave that long-term guidance of 20% CAGR. And we said with Xilinx, we expect to continue that 20% CAGR. And from what we see, we see that that's absolutely achievable. From a supply standpoint, from a demand standpoint, from a customer standpoint, I think there's a lot of desire to expand where we are positioned in the market and we're putting on all aspects of the supply chain to ensure we can do that
We see FPGAs and adaptive computing SoCs with Xilinx coming in as well.
And we'll update our financial model as we complete the Xilinx acquisition. So next year, we'll update the model
ARM or no ARM: $NVDA is redefining computing. $NVDA and $AMD have transitioned into top tier tech companies like GOOGL, MSFT, AMZN, IBM and APPL.
Companies like Facebook, RIOT, Binance, Twitter, Oracle, MongoDB, etc... need the top-tiered tech to make billions. That makes $AMD and $NVDA indispensable to business.
$MSFT, $AMD, $BA, $TWLO, $DE, $ADBE, $DFS, $GOOGL, $DIS, $UI, $ABNB, $DIS, $NVDA What happened here? Fed gave news we all knew at the worst time possible. They cannot say anything else we don't already know. We will get a boost. We will get another slump once Omnicron is first diagnosed in the USA. When this happens remember, we all knew this was coming. Everyone knows it is coming and will cause a small skid like today.
Once that happens, and Omnicron has been accepted as here and now, December - January will be the promised land! Big bump with a nice Santa Clause rally, shedding all this FUD everyone already knew was coming.
Don't sell good companies because everyone else panics. In January - May we will be so glad we held!
Intel's problems began in the executive suite. $NVDA and $AMD shareowners enjoy strong confidence in their corporate leadership. The confidence isn't won through CEO speak but rather through results. At one point it was Intel's market position to lose and they did fumble it away particularly against the more direct competition and strength of AMD which Lisa Su resurrected from a murky hole. Look at the earnings plot on the summary page of AMD and NVDA compared to Intel. PE multiples are a product of earnings trajectory and certainty in future earnings growth. Intel's low PE is justified at this time.
Large swings in the semiconductor stocks at all time highs shouldn't be surprising at all. I was happy when $AMD surpassed $125 a share, so it's all gravy for me where it is trading now.
At today's $AMD closing price, XLNX is worth $267.16. XLNX closed at $220.57 so there is a 21.1% upside when the merger closes and XLNX shares are exchanged for AMD. I believe the risk is small, so I've exchanged 41% of my AMD for XLNX shares. Even if the merger fails for some unlikely reason, XLNX is a good investment longer term. There's been no indication that the merger is in doubt from AMD or XLNX management or any analysts, only the cackling male turkey and his hens on these message boards.
@TOM, give it a rest. Your continuing fanatical ravings against $XLNX are not convincing anyone--just look at the number of thumbs down on all of your comments. You predicted that today a partnership would be announced in place of the merger agreement. Didn't happen.
Your warnings are duly noted by everyone here, and for the most part duly ignored. $AMD is a great investment... on that we can all agree. Stick to what you know and please stop your wild accusations and baseless speculation. If anyone is concerned that the deal might not happen, I'm sure they are adjusting their AMD and XLNX holdings accordingly. For the rest of us who trust Lisa Su, we will continue to look forward to the deal closing and realizing a nice gain of extra AMD shares for our money.
Intel meeting with TSMC to lock in 3 NM deal. $AMD fanboys must be wetting their panties as they said TSMC would never sell to Intel, especially first in line leading technology.
Congrats to all the longs！ BofA analyst Vivek Arya thinks nVidia is well-positioned and leveraged to chart and grow in all fronts of emerging technologies, especially in the enterprise space, without the need of acquiring ARM. Arya thinks as a second source, $amd can play the distant second fiddle in the kindergarten playroom metabook $fb.
Isn't it interesting that $INTC said data centers were down because china and major customers were not building yet both $NVDA and $AMD saw growth and are projecting more growth.. one of them is lying who Pat? Who ?
One for Tom and mantra man $amd $intc ...JPR: AMD and Intel GPU shipment decreased by 11% and 26% respectively from last quarter, NVIDIA increased by 8%
DESPITE Major financial Failures from the US Companies (Apple, Amazon, Intel, Honeywell, IBM, Snap Scam), the US Government continues to PUMP the US Stock Prices Artificially. NASDAQ Composite Ponzi Scheme was 4800 in 2016 with much better fundamentals and better economy. How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!! Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled! S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings! The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working! ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING! Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme! The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING! US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!
However, that sell pressure will be matched or exceeded by two types of big-money institutional buyers: 1) arbitrage specialists looking to make bank on a sure-thing, even if it is only for a small percentage gain; and 2) funds looking to acquire or increase a large stake in $AMD, taking advantage of the massive churn to buy and hold massive quantities of shares without pushing the price up too much too fast.
At the same time, AMD shorts may have to cover as fast as possible to avoid even greater losses. Day trading specialists will move in-and-out over the course of a few days to try to benefit from the volatility. Some long-term XLNX holders may also choose to take their profits and move on to other opportunities.
When the dust settles, a lot more AMD shares will be in the firm hands of smart-money institutional buyers. Any catalyst after that--such as the announcement of new Exynos 2200 chips--should send the SP sharply higher. I'm planning on just patiently waiting through the volatility. Whatever happens, AMD is a keeper for many quarters to come.
from CEO Lisa Su Presents at Credit Suisse 25th Technology Conference Call Nov. 30, 2021 2:10 PM ET
We're very excited about our Xilinx acquisition and closing that by the end of the year
So it's hard to imagine that it was only 18 months ago that we gave that long-term guidance of 20% CAGR. And we said with Xilinx, we expect to continue that 20% CAGR. And from what we see, we see that that's absolutely achievable. From a supply standpoint, from a demand standpoint, from a customer standpoint, I think there's a lot of desire to expand where we are positioned in the market and we're putting on all aspects of the supply chain to ensure we can do that
We see FPGAs and adaptive computing SoCs with Xilinx coming in as well.
And we'll update our financial model as we complete the Xilinx acquisition. So next year, we'll update the model
Companies like Facebook, RIOT, Binance, Twitter, Oracle, MongoDB, etc... need the top-tiered tech to make billions. That makes $AMD and $NVDA indispensable to business.
BOTTOM LINE: $AMD's sp will be above NVDA's sp in the near future.
What happened here? Fed gave news we all knew at the worst time possible. They cannot say anything else we don't already know. We will get a boost. We will get another slump once Omnicron is first diagnosed in the USA. When this happens remember, we all knew this was coming. Everyone knows it is coming and will cause a small skid like today.
Once that happens, and Omnicron has been accepted as here and now, December - January will be the promised land! Big bump with a nice Santa Clause rally, shedding all this FUD everyone already knew was coming.
Don't sell good companies because everyone else panics.
In January - May we will be so glad we held!
You could say I am hyped. (I'm 20)
Top tickers: $ZDV.TO $NVDA $AMD
Your warnings are duly noted by everyone here, and for the most part duly ignored. $AMD is a great investment... on that we can all agree. Stick to what you know and please stop your wild accusations and baseless speculation. If anyone is concerned that the deal might not happen, I'm sure they are adjusting their AMD and XLNX holdings accordingly. For the rest of us who trust Lisa Su, we will continue to look forward to the deal closing and realizing a nice gain of extra AMD shares for our money.
NASDAQ Composite Ponzi Scheme was 4800 in 2016 with much better fundamentals and better economy.
How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!!
Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled!
S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings!
The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working!
ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING!
Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme!
The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING!
US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!
$AMD $NVDA $AMZN $AAPL $SQ $SHOP $SNAP $TWLO $CRM $ROKU $ADBE $DB $BAC $JPM $MS $GS $TWTR $TSLA $IBM $INTC $MSFT $GOOG $LMT $BA $TXN $NXPI $LRCX $NKE $DIS $EBAY $X $MA $V $S $T $F $GM $NFLX $CSCO $CAT $MMM $SBUX $TGT $WMT $ATVI $EA $TTWO $MCD $AVGO $JNJ $BIDU $BZUN $BABA $MU $AMAT $QCOM $WFC $BBBY $PFE $GE $WDC $BLK $KO $UA $ABBV $GILD $BB $ORCL $RH $KEM $IQ $GRPN $PYPL $MA $MOMO $JD $WBA $CVS $FB $W $BBY $SKX $FL $EFX $ETSY $W $UNH $SAP $GPRO $KHC $DPZ $PEP $LYFT $UBER $BYND $ZM $OLED $XOM $CVX $DAL $UAL $AAL $LUV $SAVE $AXP $SPCE $NCLH $CCL $NKLA $NIO $XPEV
https://www.businessinsider.com/national-debt-problem-of-free-money-stimulus-checks-covid-relief-2021-1?r=DE&IR=T