I need to buy AMD stock. NOW.

[JonoT]

 

Intel is in trouble. AMD's 3rd gen Ryzen 3000 series consumer processors, 64 core EPYC server processors, and vastly-improved mobile CPUs are going to be putting a lot of pressure on them.. but is it too good to be true??

 

Buy: AMD Ryzen Processors
On Amazon: https://geni.us/tUnr
On Newegg: https://geni.us/HIyu

 

Buy: AM4 Motherboards
On Amazon: https://geni.us/xT2B
On Newegg: https://geni.us/0MAzB

[dgsddfgdfhgs]

now? too late

[LukeSavenije]

market is currently closed...

[Stormseeker9]

@JonoT

 

should of bought stock Friday before the close. (Speculation)

 

i can see a gap forming today - perhaps

opening around $28-30 a share.

 

i assume gap will be filled and you could place orders then or have pendings.

 

Been holding stock since $17. (Not the best of entry prices, but could see a potential target of $35 a share. Ill close out part of my position at that time and re asses market conditions + technical analysis.

[porina]

Video raises an interesting question, if mobos need a bit more effort to them to support Zen 2, is that going to impact pricing? It probably wont make much if any difference on the high end, but I wonder if entry level X570 might go up relative to X470.

 

One minor "it's not that bad for Intel" point, is they are ramping up 10nm mobile volume production now. It is a new architecture, not just a re-re-repackaged Skylake. I think this has largely been ignored by the tech community as it is not coming to the desktop any time soon. Taking the marketplace as a whole though, laptops form a bigger chunk so it makes business sense for them to target that first while production is still in constraint.

[BluShammrock]

I said this on the last walking in the rain video, I love the passion Linus has for PC hardware. I get goosebumps from Linus talking about how good the PC hardware space is about to get when he shows this much passion when talking about his work. The scripted videos are great and all, (I watch every single one) but I miss Linus showing his passion for PC hardware on screen.

[Den15]

I'm eager to see the laptop cpu battle hahahaha

 

We're the only winners *shrugs*

[Fasauceome]

@LinusTech said MSI will not support any Zen 2 CPUs on first gen boards, but MSI announced their support for third gen processors on 300 series boards already

https://www.forbes.com/sites/antonyleather/2019/04/17/msi-confirms-300-series-chipset-motherboards-will-actually-support-3rd-gen-ryzen-zen-2-processors/

 

Did a rep say something different in person?

[LinusTech]

32 minutes ago, fasauceome said:

@LinusTech said MSI will not support any Zen 2 CPUs on first gen boards, but MSI announced their support for third gen processors on 300 series boards already

https://www.forbes.com/sites/antonyleather/2019/04/17/msi-confirms-300-series-chipset-motherboards-will-actually-support-3rd-gen-ryzen-zen-2-processors/

 

Did a rep say something different in person?

I was told differently in person

[LinusTech]

2 hours ago, BluShammrock said:

I said this on the last walking in the rain video, I love the passion Linus has for PC hardware. I get goosebumps from Linus talking about how good the PC hardware space is about to get when he shows this much passion when talking about his work. The scripted videos are great and all, (I watch every single one) but I miss Linus showing his passion for PC hardware on screen.

FYI this video was scripted

[Fasauceome]

6 minutes ago, LinusTech said:

I was told differently in person

Kind of a bummer if that's the case, especially since the CPUs top out at 105 watts so requiring extra beefy power delivery across the board seems a touch silly. 

[Hunter259]

1 hour ago, fasauceome said:

Kind of a bummer if that's the case, especially since the CPUs top out at 105 watts so requiring extra beefy power delivery across the board seems a touch silly. 

TDP is not a good way to measure power consumption. The 9900k, for example, pulls way more than 95w at anything past base clock when loading all cores. In reality it pulls into the 200's under turbo. AMD's TDP measurements define how much heat a cooler needs to be able to dissipate under base conditions. I'd imagine that the 12 core is going to pull quite a bit of power under a full turbo load as a result.

[Fasauceome]

1 minute ago, Hunter259 said:

TDP is not a good way to measure power consumption. The 9900k, for example, pulls way more than 95w at anything past base clock when loading all cores. In reality it pulls into the 200's under turbo. AMD's TDP measurements define how much heat a cooler needs to be able to dissipate under base conditions. I'd imagine that the 12 core is going to pull quite a bit of power under a full turbo load as a result.

They gifted their 65 watt tdp to the 3700x, and if it's that cool, it's not drawing much power. It'll probably use a wraith stealth.

[Hunter259]

1 minute ago, fasauceome said:

They gifted their 65 watt tdp to the 3700x, and if it's that cool, it's not drawing much power. It'll probably use a wraith stealth.

I very much doubt they will keep the 8 core's from the 300 and 400 series platforms just given their similarities to what already exists (unless the current has increased past some arbitrary threshold they have deemed to be safe although it shouldn't be enough to matter). The 12 core is a different beast which could definitely cause issues on some boards.

[Fasauceome]

5 minutes ago, Hunter259 said:

I very much doubt they will keep the 8 core's from the 300 and 400 series platforms just given their similarities to what already exists (unless the current has increased past some arbitrary threshold they have deemed to be safe although it shouldn't be enough to matter). The 12 core is a different beast which could definitely cause issues on some boards.

It would be curious to see how something like that would shape up, two processors in the same generation, one's compatible with more motherboards than the other

[YaBoiWill]

4 minutes ago, Hunter259 said:

The 12 core is a different beast

Isn't it then cheaper to buy a threat ripper chip? The clocks will probs be a bit slower, but a 1920X has the same number of cores, but is £100 cheaper? 

 

 

[Hunter259]

Just now, YaBoiWill said:

Isn't it then cheaper to buy a threat ripper chip? The clocks will probs be a bit slower, but a 1920X has the same number of cores, but is £100 cheaper? 

 

 

Memory bandwidth will be quite a bit higher on threadripper but overall performance and feature set (outside of ECC unless these also support it) goes to the new chips. Threadripper boards are also expensive as all hell. If you don't need the memory bandwidth then the new 12 core is way better.

[LeapFrogMasterRace]

I have a hard time beveling AMD will take the gaming PC market. Unless you are a streamer or other form of content creator Intel is still the choice due to IPC. 

[dgsddfgdfhgs]

I felt seasick after the video, next time please dont walk and film.

 

[ChocolateHedgedog]

Is the news about the MSI motherboard supporting credible? I was thinking about buying a B450M mortar for ZEN2 because X570 must be much more expensive...

[SkyHound0202]

But should I sell Intel/Nvidia stock NOW?

[Nocte]

On 5/27/2019 at 6:02 PM, fasauceome said:

They gifted their 65 watt tdp to the 3700x, and if it's that cool, it's not drawing much power. It'll probably use a wraith stealth.

Given the pricing etc. I think the stealth will go to the 3600X and the spire to the 3700X.

The 1600 (65 TDP) was given a spire after all, and while I know that the 2600 was given a stealth, I think it just will make more sense to ship an octacore with at least a spire.

 

But anyway, this is all speculation

[DimitrisValueInvesting]

I was about to write an investing article about AMD. By searching for information, as my tech knowledge is limited, I came across your video. As an investor I have a strong and very opposite opinion than yours about AMD’s stock. You may discover more if you find the time to read the article that has already published here: “ https://seekingalpha.com/article/4271856-lofty-cyclical-amd-the-big-short ”

 

In few words, I think that AMD is one of the most dangerous stocks somebody can hold, because it is expensive, and because I think that things will reverse. Tech guys generally make two mistakes. They ingore the cyclicality of those conditions, and the importance of the price they pay. As we value investors sometimes can not even imagine extreme disruption, that tech guys can foresee. I think that most of the time tech people driven from enthusiasm and because tech is so unpredictable and volatile, have it wrong. However when they have it right, they may get unbelievable earnings, as those in Amazon, Google or Facebook.

 

Knowing both, what the tech guys miss and what value investors miss, you can be protected or get benefits from the black or white swan. So, for me it is important to have your views, about things that I might miss.

 

I share, first because I mention your video in my article and I find it right you to be aware of that, and second as I appreciate any discussion and comments.

[Gardus]

I bought some at the time, but I had to sold them a few months later... sadly.

[Themistocles22]

Quote

As we value investors sometimes can not even imagine extreme disruption, that tech guys can foresee.

When's the next vigil at Benjamin Graham's grave site?