/biz/ - Business & Finance

How often do birds eat bees? Surely young birds must eat a bee from time to time?

Watch out for the money printer Bobos.
Stage 1: Corona pricing correction as people realise this virus is bad.
Stage 2: Governments panic, start printing, market is artificially buoyed (you are here).
Stage 3: Corona induced recession

BTC above 7.5k during stage 2 and below 3k during stage 3, screencap dis.

Just wanted to say.... as a huge computer nerd.... (full disclosure, I have 1/2 of my wealth in AMD, the other 1/2 in crypto).... Intel reported very well for the fourth quarter. And since then AMD stock has fallen from over $52 to ~$49. But Intel reported strong earnings in Client (aka desktop) and datacenter. These are two areas where AMD has the potential to smash Intel. It is reasonable that the potential earnings in these areas were priced in to AMD stock long before the results actually arrive. It is essentially effortless for a home user to buy a new computer with a different CPU manufacturer. It is much more complex for a large business to change CPU vendors. And so it will take a while for many businesses to change over to AMD after years with Intel.... but it will happen. Unless Intel develop or buy a better microchip fabrication process people will flock to AMD, who outsource their fabrication to the advanced TSMC.

Now you must also consider that AMD is a highly speculative stock, and that it moves sharply when it wins or loses vs Intel. With a P/E of over 200, vs ~20 for Intel, you have to accept that you are gambling. But, just my personal opinion.... there is something left in AMD. I am not selling now, I am waiting for Intel to fall a little over the next year. As always, in the AMD vs Intel war, keep watching reviews of new chips from the tech sites. They will tell you the raw numbers that are what will matter in the purchasing decisions of many home consumers and large businesses. Bear in mind that raw performance will matter to home consumers, and performance per watt (power efficiency) will sway purchasers of server chips. Intel actually has the performance/core crown, by a very slim margin, but it is essentially irrelevant to people who will use multiple cores. AMD currently have the performance/watt crown, and that will buy them millions of dollars of sales in server (datacenter).