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May 20 2022 01:56pm
Quote (dro94 @ May 20 2022 11:52am)
why?



Growth isn't great now people are out and about, and the competition is scary, but the price is enticing and their balance sheet is strong


unless they get into some kind of niche market, teams will slowly take over as the market leader due to business integration with office

not saying zoom is worse than teams as a product but that's just how the market works, businesses already pay for office and teams will be looked at as "free" while zoom will be a separate expense
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May 20 2022 02:47pm
Lol fat turn around
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May 20 2022 04:09pm
Quote (Pharaohmon @ May 20 2022 07:34pm)
Used the rest of my money to buy more TSLA today

Just catching another knife, its fine


It's still way overpriced compared to other growth stocks. If you think it's going to take over the world then maybe not though
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May 20 2022 05:36pm
Added a lot to Tesla today and some to Intel... Intel is way too cheap.
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May 20 2022 05:53pm
Quote (S3th @ May 20 2022 06:36pm)
Added a lot to Tesla today and some to Intel... Intel is way too cheap.


Why Intel vs other semis outa curiosity?
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May 20 2022 06:15pm
holy shit intel down to 41. I'm putting in.

Quote (Bazi @ May 20 2022 06:53pm)
Why Intel vs other semis outa curiosity?


Highly profitable and still has world-class manufacturering. Even if they aren't the best at commercial CPUs or GPUs their silicon is in EVERYTHING and they are still king shit in terms of consistent and solid results.

They have everything from custom processor solutions to licensed instruction sets. If you are in the computing space you are paying Intel no matter what you are doing.

This post was edited by NetflixAdaptationWidow on May 20 2022 06:29pm
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May 20 2022 07:14pm
Quote (NetflixAdaptationWidow @ May 20 2022 08:15pm)
holy shit intel down to 41. I'm putting in.



Highly profitable and still has world-class manufacturering. Even if they aren't the best at commercial CPUs or GPUs their silicon is in EVERYTHING and they are still king shit in terms of consistent and solid results.

They have everything from custom processor solutions to licensed instruction sets. If you are in the computing space you are paying Intel no matter what you are doing.


They are planning to spend over $100B in expansion in America and Europe over the next few years.

This post was edited by S3th on May 20 2022 07:15pm
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May 20 2022 08:56pm
Quote (NetflixAdaptationWidow @ May 20 2022 07:15pm)
holy shit intel down to 41. I'm putting in.



Highly profitable and still has world-class manufacturering. Even if they aren't the best at commercial CPUs or GPUs their silicon is in EVERYTHING and they are still king shit in terms of consistent and solid results.

They have everything from custom processor solutions to licensed instruction sets. If you are in the computing space you are paying Intel no matter what you are doing.


I’m not interested in a dividend for my semi , just losing gains on that unless it’s in a retirement account. I think amd, nvidia , samsung are all better bets
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May 20 2022 11:15pm
Quote (Bazi @ May 20 2022 09:56pm)
I’m not interested in a dividend for my semi , just losing gains on that unless it’s in a retirement account. I think amd, nvidia , samsung are all better bets


Intel's P/E is like 6, AMD is like 35.

Intel is EXTREMELY undervalued. If you want gains on share price Intel is a much safer bet. All they need is good results off TSMC's 7nm process and it'll fly.

AMD has very little to gain. They aren't going to beat NVIDIA in the consumer graphics card space, they aren't going to stay on top on commercial processors forever. At the current price AMD has nowhere to go but down. Intel, however, suffers from the curse of "not being a meme stock". And in return you get a much more solid business.

This post was edited by NetflixAdaptationWidow on May 20 2022 11:17pm
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May 21 2022 12:03am
Quote (NetflixAdaptationWidow @ May 21 2022 05:15am)
Intel's P/E is like 6, AMD is like 35.

Intel is EXTREMELY undervalued. If you want gains on share price Intel is a much safer bet. All they need is good results off TSMC's 7nm process and it'll fly.

AMD has very little to gain. They aren't going to beat NVIDIA in the consumer graphics card space, they aren't going to stay on top on commercial processors forever. At the current price AMD has nowhere to go but down. Intel, however, suffers from the curse of "not being a meme stock". And in return you get a much more solid business.


The likes of AMD are growing, Intel is shrinking. Discounted cash flows will heavily favour the former
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