现在没事，说说AMD - 未名空间MITBBS历史存档

现在没事，说说AMD# Stock

L*n2013-10-25 07:10

1 楼

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*J2013-10-25 07:10

2 楼

谢谢大夫
尼玛,好几万股呢,没本事trade option
就捂了

c*w2013-10-25 07:10

3 楼

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*k2013-10-25 07:10

4 楼

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*52013-10-25 07:10

5 楼

什么叫熊套？

d*r2013-10-25 07:10

6 楼

好久没看到大夫的分析帖了
真好

N*s2013-10-25 07:10

7 楼

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*i2013-10-25 07:10

8 楼

我猜就是套 short 的

【在 f*********5 的大作中提到】

: 什么叫熊套？

u*n2013-10-25 07:10

9 楼

强顶！

L*n2013-10-25 07:10

10 楼

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*J2013-10-25 07:10

11 楼

谢谢大夫
尼玛,好几万股呢,没本事trade option
就捂了

E*k2013-10-25 07:10

12 楼

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*52013-10-25 07:10

13 楼

什么叫熊套？

d*r2013-10-25 07:10

14 楼

好久没看到大夫的分析帖了
真好

N*s2013-10-25 07:10

15 楼

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*i2013-10-25 07:10

16 楼

我猜就是套 short 的

【在 f*********5 的大作中提到】

: 什么叫熊套？

u*n2013-10-25 07:10

17 楼

强顶！

i*t2013-10-25 07:10

18 楼

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*22013-10-25 07:10

19 楼

+1
In for 10000 shares @ 3.8
Look for 5.3 for the first phase

s*m2013-10-25 07:10

20 楼

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.

p*e2013-10-25 07:10

21 楼

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*o2013-10-25 07:10

22 楼

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*o2013-10-25 07:10

23 楼

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*t2013-10-25 07:10

24 楼

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*t2013-10-25 07:10

25 楼

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*g2013-10-25 07:10

26 楼

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*o2013-10-25 07:10

27 楼

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*d2013-10-25 07:10

28 楼

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*u2013-10-25 07:10

29 楼

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*52013-10-25 07:10

30 楼

多谢大夫！
大夫用的是啥看图软件？

q*y2013-10-25 07:10

31 楼

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*o2013-10-25 07:10

32 楼

我又要不厚道的顶了

y*d2013-10-25 07:10

33 楼

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*r2013-10-25 07:10

34 楼

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*o2013-10-25 07:10

35 楼

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*o2013-10-25 07:10

36 楼

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*o2013-10-25 07:10

37 楼

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*t2013-10-25 07:10

38 楼

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*l2013-10-25 07:10

39 楼

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*t2013-10-25 07:10

40 楼

AMD's ER is good. Post ER reaction is hard to predict, but short term
fluctuation is a good opportunity to load.

E*r2013-10-25 07:10

41 楼

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*r2013-10-25 07:10

42 楼

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*n2013-10-25 07:10

43 楼

200MA for AMD will hold.