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Stock版 - 现在没事, 说说AMD
相关主题
再论AMDAMD
AMD暴力拉回星期4买了AMD进
这两天最爽的操作有没牛人可以分析一下AMD最近的APU?
AMD为什么每次ER后都跌AMD怎么这么熊?
我怎么觉得AMD一直在蓄势待发的样子还有盯着NVDA的么,能捞了么?
刚入了点AMD,晚上就看到AMD要被移除S&P500了按摩店开始玩安猪
谈谈NVDA earning不哭,按摩垫咋弄?
AMD十年新高了AMD真是淡定啊.
相关话题的讨论汇总
话题: amd话题: stock话题: money话题: pc
进入Stock版参与讨论
1 (共1页)
L****n
发帖数: 12932
1
基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
stock 3.34/3.17, now 3.36
shorted 3.5c, hopefully will die
long Jan3c, 0.4, now 0.54
the next plan is sell off stock and book some profit when it run close to 3.
5 next week, by that time calls will be deep in the money. I see it test 4.5
in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
it's a stock priced for dead, but business is turning corner. booking PS4
and XBOX1 saying their management is looking for new revenue, not dying on
PC only.
J***J
发帖数: 6000
2
谢谢大夫
尼玛,好几万股呢,没本事trade option
就捂了
c****w
发帖数: 2830
3
前两天忙着补仓,还在后算如果mm不要脸了,把amd拉到2.7去了的话,卖掉账户里所有
股票跟他double down all in. 目前看来死拼的可能性在变小。
这一回莫非analyst是hedege fund的敌人,并且工具?
引用兵法一句:示敌以弱,避其锋芒。釜底抽薪,擒贼擒王。
或者说又被套了。md那就等着2.7跟他all in.
E******k
发帖数: 389
4
现在还不明朗吧
不过我3.12弄了5000股

money
3.
.5
$6.
★ 发自iPhone App: ChineseWeb 8.1

【在 L****n 的大作中提到】
: 基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
: stock 3.34/3.17, now 3.36
: shorted 3.5c, hopefully will die
: long Jan3c, 0.4, now 0.54
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

f*********5
发帖数: 1237
5
什么叫熊套?
d**********r
发帖数: 24123
6
好久没看到大夫的分析帖了
真好
N******s
发帖数: 10555
7
多谢大夫,呵呵,

money
3.
.5
$6.

【在 L****n 的大作中提到】
: 基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
: stock 3.34/3.17, now 3.36
: shorted 3.5c, hopefully will die
: long Jan3c, 0.4, now 0.54
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

s*****i
发帖数: 315
8
我猜就是套 short 的

【在 f*********5 的大作中提到】
: 什么叫熊套?
u**********n
发帖数: 8905
9
强顶!
L****n
发帖数: 12932
10
基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
stock 3.34/3.17, now 3.36
shorted 3.5c, hopefully will die
long Jan3c, 0.4, now 0.54
the next plan is sell off stock and book some profit when it run close to 3.
5 next week, by that time calls will be deep in the money. I see it test 4.5
in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
it's a stock priced for dead, but business is turning corner. booking PS4
and XBOX1 saying their management is looking for new revenue, not dying on
PC only.
相关主题
刚入了点AMD,晚上就看到AMD要被移除S&P500了AMD
谈谈NVDA earning星期4买了AMD进
AMD十年新高了有没牛人可以分析一下AMD最近的APU?
进入Stock版参与讨论
J***J
发帖数: 6000
11
谢谢大夫
尼玛,好几万股呢,没本事trade option
就捂了
E******k
发帖数: 389
12
现在还不明朗吧
不过我3.12弄了5000股

money
3.
.5
$6.
★ 发自iPhone App: ChineseWeb 8.1

【在 L****n 的大作中提到】
: 基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
: stock 3.34/3.17, now 3.36
: shorted 3.5c, hopefully will die
: long Jan3c, 0.4, now 0.54
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

f*********5
发帖数: 1237
13
什么叫熊套?
d**********r
发帖数: 24123
14
好久没看到大夫的分析帖了
真好
N******s
发帖数: 10555
15
多谢大夫,呵呵,

money
3.
.5
$6.

【在 L****n 的大作中提到】
: 基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
: stock 3.34/3.17, now 3.36
: shorted 3.5c, hopefully will die
: long Jan3c, 0.4, now 0.54
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

s*****i
发帖数: 315
16
我猜就是套 short 的

【在 f*********5 的大作中提到】
: 什么叫熊套?
u**********n
发帖数: 8905
17
强顶!
i**t
发帖数: 921
18
The original forecast is off with the timing by a month. but analysis holds
true - the key is 4.5 for AMD. break through here will send the stock up
sharply. and i think the chance of breakthrough here is high.

the next plan is sell off stock and book some profit when it run close to 3.
5 next week, by that time calls will be deep in the money. I see it test 4.5
in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
it's a stock priced for dead, but business is turning corner. booking PS4
and XBOX1 saying their management is looking for new revenue, not dying on
PC only.

【在 L****n 的大作中提到】
: 基本上认定周一,二的跌是个熊套。今天收在3.5以下的话三个trade都会in the money
: stock 3.34/3.17, now 3.36
: shorted 3.5c, hopefully will die
: long Jan3c, 0.4, now 0.54
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

d********2
发帖数: 1042
19
+1
In for 10000 shares @ 3.8
Look for 5.3 for the first phase
s***m
发帖数: 6197
20
Bitcoin mining also contributes to the sales.
But I feel this stock is a little bit scary. It gapped down several times th
at can not foresee in the chart.

holds
3.
.5
6.

【在 i**t 的大作中提到】
: The original forecast is off with the timing by a month. but analysis holds
: true - the key is 4.5 for AMD. break through here will send the stock up
: sharply. and i think the chance of breakthrough here is high.
:
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

相关主题
AMD怎么这么熊?不哭,按摩垫咋弄?
还有盯着NVDA的么,能捞了么?AMD真是淡定啊.
按摩店开始玩安猪AMD破产的风险
进入Stock版参与讨论
p*******e
发帖数: 220
21
http://seekingalpha.com/article/1926271-advanced-micro-devices-

holds
3.
.5
6.

【在 i**t 的大作中提到】
: The original forecast is off with the timing by a month. but analysis holds
: true - the key is 4.5 for AMD. break through here will send the stock up
: sharply. and i think the chance of breakthrough here is high.
:
: the next plan is sell off stock and book some profit when it run close to 3.
: 5 next week, by that time calls will be deep in the money. I see it test 4.5
: in about a month also. hopefully breaks through and by Jan reach $5.5 to $6.
: it's a stock priced for dead, but business is turning corner. booking PS4
: and XBOX1 saying their management is looking for new revenue, not dying on
: PC only.

R******o
发帖数: 1572
22
hehe
any way
even if AMD double in 2014, I can still beat it with BA
and I highly doubt it will double
for BA, I am looking for a 30-40% increase in 1 year

th

【在 s***m 的大作中提到】
: Bitcoin mining also contributes to the sales.
: But I feel this stock is a little bit scary. It gapped down several times th
: at can not foresee in the chart.
:
: holds
: 3.
: .5
: 6.

R******o
发帖数: 1572
23
这篇文章纯粹是搞笑的,标准的野鸡FA
AMD给m$ 和 sony的芯片都是买断设计的, AMD每片能挣50$都已经是在做美梦了,文章里
居然说每片100$
这是显然对游戏业一无所知的人的yy

【在 p*******e 的大作中提到】
: http://seekingalpha.com/article/1926271-advanced-micro-devices-
:
: holds
: 3.
: .5
: 6.

i**t
发帖数: 921
24
THANKS. that's what i said back in Oct. AMD IS MOVING TO THE HIGH GROWTH
SEGMENT AND NOT JUST SIT THERE AND DIE ON PC PROCESSOR. this in essential is
like the transformation of AAPL back in early 2000, priced for bankruptcy
but start to move away from desktop computer and tried their luck with MP3
player - a portable device with computer integration. and it worked. not
sure AMD will have the same luck. but chart is very bullish - there are
funds accumulating AMD under the radar.

【在 p*******e 的大作中提到】
: http://seekingalpha.com/article/1926271-advanced-micro-devices-
:
: holds
: 3.
: .5
: 6.

i**t
发帖数: 921
25
http://electronics360.globalspec.com/article/3781/exclusive-vid
A major change in the PlayStation 4 is the inclusion of an AMD chip that
integrates the central processing unit and graphics processing unit,
replacing what had been two discrete devices in the PlayStation 3. Sony
announced in February that it would go with the AMD chip, replacing the CELL
processor that Sony famously developed along with IBM and Toshiba. The high
cost of this development was cited as one of the major reasons that Sony
couldn't turn a profit on the PlayStation 3 consoles.
The AMD accelerated processing unit (APU) included in PlayStation 4 includes
an eight-core Jaguar CPU and a Radeon GPU, IHS said. The APU, integrated in
28-nm process technology, costs $100, IHS estimates, compared to an $83.55
combined total for the CELL processor and Nvida GPU that were in the
PlayStation 3 that IHS analyzed in 2009.

章里

【在 R******o 的大作中提到】
: 这篇文章纯粹是搞笑的,标准的野鸡FA
: AMD给m$ 和 sony的芯片都是买断设计的, AMD每片能挣50$都已经是在做美梦了,文章里
: 居然说每片100$
: 这是显然对游戏业一无所知的人的yy

F********g
发帖数: 1390
26
大夫你这ta分析太牛了,没想到基本面方面的新闻也是随手就来,收了我吧,跟你安心
混。
R******o
发帖数: 1572
27
你去TVgame版问问有人认为sony会为那个芯片付100美元吗
首先sony和 m$ 都是买断设计,也就是说,只支付第一次的IP的钱,以后的芯片生产就
只有代工费了
代工费你觉得有100 ?
这个bbs上颇有几个在芯片代工业混得,我可以很确定的说amd肯定拿不到100一片,50
一片
对amd都是重大胜利

CELL
high
includes
in

【在 i**t 的大作中提到】
: http://electronics360.globalspec.com/article/3781/exclusive-vid
: A major change in the PlayStation 4 is the inclusion of an AMD chip that
: integrates the central processing unit and graphics processing unit,
: replacing what had been two discrete devices in the PlayStation 3. Sony
: announced in February that it would go with the AMD chip, replacing the CELL
: processor that Sony famously developed along with IBM and Toshiba. The high
: cost of this development was cited as one of the major reasons that Sony
: couldn't turn a profit on the PlayStation 3 consoles.
: The AMD accelerated processing unit (APU) included in PlayStation 4 includes
: an eight-core Jaguar CPU and a Radeon GPU, IHS said. The APU, integrated in

N*****d
发帖数: 9872
28
是不是100块不重要。intel的芯片被用在HP slate7上和Dell Venue7上,这两个平板都
在100-150块左右。

50

【在 R******o 的大作中提到】
: 你去TVgame版问问有人认为sony会为那个芯片付100美元吗
: 首先sony和 m$ 都是买断设计,也就是说,只支付第一次的IP的钱,以后的芯片生产就
: 只有代工费了
: 代工费你觉得有100 ?
: 这个bbs上颇有几个在芯片代工业混得,我可以很确定的说amd肯定拿不到100一片,50
: 一片
: 对amd都是重大胜利
:
: CELL
: high

b***u
发帖数: 12010
29
上个季报不是说console芯片gm 15%么。换算一下是50还是100?

50

【在 R******o 的大作中提到】
: 你去TVgame版问问有人认为sony会为那个芯片付100美元吗
: 首先sony和 m$ 都是买断设计,也就是说,只支付第一次的IP的钱,以后的芯片生产就
: 只有代工费了
: 代工费你觉得有100 ?
: 这个bbs上颇有几个在芯片代工业混得,我可以很确定的说amd肯定拿不到100一片,50
: 一片
: 对amd都是重大胜利
:
: CELL
: high

b*******5
发帖数: 271
30
多谢大夫!
大夫用的是啥看图软件?
相关主题
AMD创新低AMD暴力拉回
买AMD的能不能说说理由?这两天最爽的操作
再论AMDAMD为什么每次ER后都跌
进入Stock版参与讨论
q*****y
发帖数: 470
31
没看错的话应该是td ameritrade的thinkorswim

【在 b*******5 的大作中提到】
: 多谢大夫!
: 大夫用的是啥看图软件?

R******o
发帖数: 1572
32
我又要不厚道的顶了
y*d
发帖数: 2226
33

别这样。大夫是好人。虽然我不炒垃圾股。但是,10月到现在amd确实也涨了。班上不
少青蛙也跟着大夫赚钱了。
大夫是ta大牛,但是ta管不了er不是

【在 R******o 的大作中提到】
: 我又要不厚道的顶了
E**********r
发帖数: 2743
34
这话说得厚道!赞实事求是!大夫对基本面(FA)的分析水平其实也很高的,不过不常
提而已。
其实TA看trend走向通常已经包括基本面了。但基本面的分析不包括TA,再说了,基本
面再好也是会变的,all-in赌ER还是有很大的风险si翘翘的。实在不敢推荐。

【在 y*d 的大作中提到】
:
: 别这样。大夫是好人。虽然我不炒垃圾股。但是,10月到现在amd确实也涨了。班上不
: 少青蛙也跟着大夫赚钱了。
: 大夫是ta大牛,但是ta管不了er不是

R******o
发帖数: 1572
35
大夫的ta我还是很佩服的
其实顶这个帖子主要是有人当时那seekingalpha跟我叫板。哈哈
seekingalpha的分析要是能信。人人都是百万富翁了

[发表自未名空间手机版 - m.mitbbs.com]

【在 y*d 的大作中提到】
:
: 别这样。大夫是好人。虽然我不炒垃圾股。但是,10月到现在amd确实也涨了。班上不
: 少青蛙也跟着大夫赚钱了。
: 大夫是ta大牛,但是ta管不了er不是

w********o
发帖数: 10088
36
我基于ta的model预测er 98%反指

【在 y*d 的大作中提到】
:
: 别这样。大夫是好人。虽然我不炒垃圾股。但是,10月到现在amd确实也涨了。班上不
: 少青蛙也跟着大夫赚钱了。
: 大夫是ta大牛,但是ta管不了er不是

w********o
发帖数: 10088
37
这么老的帖子。。。
你们不能拿着三个月前的日线来预测er吧?这是啥逻辑啊
你们学大夫一定要搞清大夫的操作周期,不然亏了不能怪人家
i**t
发帖数: 921
38
不是专门说了wkly correction is around the corner? but it's just a correction
. AMD will break through 4.5 after this correction.
N*******l
发帖数: 117
39
hehe

correction

【在 i**t 的大作中提到】
: 不是专门说了wkly correction is around the corner? but it's just a correction
: . AMD will break through 4.5 after this correction.

i**t
发帖数: 921
40
AMD's ER is good. Post ER reaction is hard to predict, but short term
fluctuation is a good opportunity to load.
相关主题
AMD为什么每次ER后都跌谈谈NVDA earning
我怎么觉得AMD一直在蓄势待发的样子AMD十年新高了
刚入了点AMD,晚上就看到AMD要被移除S&P500了AMD
进入Stock版参与讨论
E**********r
发帖数: 2743
41
有人不炒“垃圾股”,因为不安全,它们要安全的ALL IN OPTION,ALL IN赌ER! :)

【在 i**t 的大作中提到】
: AMD's ER is good. Post ER reaction is hard to predict, but short term
: fluctuation is a good opportunity to load.

E**********r
发帖数: 2743
42
啥逻辑都不是!有些人压根儿就不懂逻辑,不讲道理!

【在 w********o 的大作中提到】
: 这么老的帖子。。。
: 你们不能拿着三个月前的日线来预测er吧?这是啥逻辑啊
: 你们学大夫一定要搞清大夫的操作周期,不然亏了不能怪人家

L****n
发帖数: 12932
43
200MA for AMD will hold.
1 (共1页)
进入Stock版参与讨论
相关主题
AMD真是淡定啊.我怎么觉得AMD一直在蓄势待发的样子
AMD破产的风险刚入了点AMD,晚上就看到AMD要被移除S&P500了
AMD创新低谈谈NVDA earning
买AMD的能不能说说理由?AMD十年新高了
再论AMDAMD
AMD暴力拉回星期4买了AMD进
这两天最爽的操作有没牛人可以分析一下AMD最近的APU?
AMD为什么每次ER后都跌AMD怎么这么熊?
相关话题的讨论汇总
话题: amd话题: stock话题: money话题: pc