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***Official*** 2018 Stock Market Thread

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FIVR said:
Dude, you just claimed 10nm is "priced in" to INTC when their chart is at all time highs and has vastly outperformed its own sector and the index in the last several months (the same time when info on 10nm delays is slowly coming to realization as 10nm fails to show in products month after month). So how exactly is 10nm failure being priced into the stock? Are people buying intel even more because they now realize intel well fail to deliver on its most important business (foundry)? How does that make sense? How is that "pricing in" 10nm?


By your logic, 10nm failure is worth 10$/share gains on INTC hahaha
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10 nm failures / delays have been very well publicized. In fact, if you haven't noticed it is past the year 2016 when 10 nm was supposed to be in production. Any investor who can't figure that out should not be investing.

Where you are missing the point is that Intel is no longer a one-trick pony. Their data-centric business is Intel's future (already half their business and GROWING at +16% last year) and it has nothing to do with 10 nm chips. Intel could give all the CPU business to AMD and still keep growing.

Intel doesn't need 10 nm to be highly profitable. Heck, even with their major 10 nm delays, they are raking in the money, at record levels. Record PROFITS and large dividend increases are worth the $10/share gains. Profits are what matters, not underlying technology.
 
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FIVR said:
Are people really buying Zuckerberg's testimony? FFS people he's a lizard.
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We could probably start a new thread on this topic, but he is a slime ball. He is why neither my wife nor myself has a facebook account, and why, even under extremely beneficial conditions for me, I will never buy FB stock.
 
Orrin hatch apparently wants to fondle Zuckerberg's balls. This hearing is disgusting. Why are Republicans in love with FB? Oh wait, he helped elect Trump. I get it now. I should close these puts but it's only 2k so i'm ok losing the money.
 
dullard said:
10 nm failures / delays have been very well publicized. In fact, if you haven't noticed it is past the year 2016 when 10 nm was supposed to be released. Any investor who can't figure that out should not be investing.

Where you are missing the point is that Intel is no longer a one-trick pony. Their data-centric business is Intel's future (already half their business and GROWING at +16% last year) and it has nothing to do with 10 nm chips. Intel doesn't need 10 nm to be highly profitable. Heck, even with their major 10 nm delays, they are raking in the money, at record levels. Record PROFITS and large dividend increases are worth the $10/share gains. Profits are what matters, not underlying technology.
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Intel sells x86 chips on it's own node and makes 80%+ (not sure the figure off the top of my head) of its revenue from that. If it doesn't improve its node, then 80%+ of its revenue is at risk. Intel has an amazing marketing and PR department so they've hidden this risk from investors like yourself by convincing you that it's all "priced in". Are you long intel? I would vacate that position ASAP.

Barron's agrees

https://www.barrons.com/articles/dump-intel-buy-amd-says-stifel-1522944374
 
FIVR said:
Intel sells x86 chips on it's own node and makes 80%+ (not sure the figure off the top of my head) of its revenue from that. If it doesn't improve its node, then 80%+ of its revenue is at risk.
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Ah, making up numbers off the top of your head. That is a great investment strategy.
 
dullard said:
Ah, making up numbers off the top of your head. That is a great investment strategy.
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you could actually look up the numbers but then you'd probably find out it's even higher than what I remember lol. So i get why you post this junk. You have no argument.
 
FIVR said:
you could actually look up the numbers but then you'd probably find out it's even higher than what I remember lol. So i get why you post this junk. You have no argument.
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I did look up the numbers and posted it. Try reading once instead of guessing and making up numbers.
 
dullard said:
I did look up the numbers and posted it. Try reading once instead of guessing and making up numbers.
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You don't even realize that intel data center group products are just x86 chips? Do you understand that Skylake - SP is actually just a giant x86 chip built on 14nm node?



Do you know the slightest thing about computer technology or intel's involvement in it? How could you not know this being on this website for 20 years?
 
FIVR said:
You don't even realize that intel data center group products are just x86 chips?
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No, Intel's data center products are services, not products. Services growing at 16% per year and already dominating AMD's total revenue. Dump all x86 chips and Intel would still be bigger ($7.94B in 4th quarter 2017) than AMD ($1.48B in 4th quarter 2017) and growing at a faster rate in dollar terms.
 
dullard said:
No, Intel's data center products are services, not products. Services growing at 16% per year and already dominating AMD's total revenue (double).
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Lol. Ok dude you believe what you want. It is pretty funny to find somebody on a tech website who doesn't understand that intel server products are x86 chips produced on their node but I guess you're a curiosity here. I just wish you would waste less of people like myself's time arguing when it's obvious you are willfully ignorant about anything technology related.
 
FIVR said:
Lol. Ok dude you believe what you want. It is pretty funny to find somebody on a tech website who doesn't understand that intel server products are x86 chips produced on their node but I guess you're a curiosity here. I just wish you would waste less of people like myself's time arguing when it's obvious you are willfully ignorant about anything technology related.
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Yes, their servers are x86. But Intel's service (not server) business is now large and growing fast.
 
Please let this not be too soon, but....


YAY, NO AFTERNOON DUMPSTER FIRE! (other than dullard and FIVR having a solid but chippy back and forth)
 
dullard said:
Yes, their servers are x86. But Intel's service (not server) business is now large and growing fast.
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????

Intel doesn't do services. The other groups are IoTG, NSG (eg: SSDs and Optane) and PSG (eg: Altera). And those three are only like 10-15% of revenue right now. Intel is very much a PC and server business.
 
FB finally recovered so I cashed out and ran. Waiting for AMD to do the same. Holding cash until everything is on sale again.

My ethereum swing trading is going well so far though - thanks Robinhood! 😀
 
Well it looks like the roller coaster ride with the market will continue. S&P 500 futures down -23.25, Dow futures down -218.00, NASDAQ futures down -57.50, and strangely enough, Russel 2000 is up +28.97.
 
What's going on with FB? I just noticed those puts I wrote off went green.


Closing these for no loss is about as good as it gets i think.
 
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