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Ashraf Eassa  

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  • Ashraf Eassa
    $AAPL guide is light.
    Jul 21, 4:33 PM
    Reply (3)
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    • Splenosis: About time
      Jul 21, 7:52 PM
    • webbersworld: time to add?
      Jul 21, 8:41 PM
      • Ashraf Eassa
        Let's call this post the (unofficial) $INTC earnings StockTalk. GLTA!
        Jul 15, 3:52 PM
        Reply (12)
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        • oak8292: The real problem comes with 7nm. Everybody claims visibility but w/o EUV it isn't realistic.
          Jul 15, 5:42 PM
        • oak8292: Stacy confirmed that Intel is waiting for EUV for 7nm in the conference call.
          Jul 15, 11:14 PM
          • Ashraf Eassa
            $AMD warns.
            Jul 6, 5:09 PM
            Reply (4)
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            • 101StockEnthusiast101: ... However, Intel has given revenue guidance for Q2 of $13.2Bil +- $500 Mil. Any chance results come below mid point guidance?
              Jul 6, 6:29 PM
            • Ashraf Eassa: We'll see re: INTC. Very surprised that $AMD warned this close to the ER.
              Jul 6, 9:33 PM
              • Ashraf Eassa
                oh goodie, yet another $AMD buyout rumor.
                Jun 29, 6:28 PM
                Reply (5)
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                • oneotherfool: Every time this happens, stock pops and then fades. So I'll only believe it when the stock tanks, as a result :)
                  Jun 29, 9:48 PM
                • stockalicious: "yet another $AMD buyout rumor." the whole industry is consolidating -AMD buyout much more likely these days
                  Jul 1, 4:19 PM
                  • Ashraf Eassa
                    Loving my $AAPL Watch.
                    Jun 17, 2:58 PM
                    Reply (8)
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                    • J Mintzmyer: Waiting for the 2nd or 3rd iteration, but glad to hear you like it!
                      Jun 17, 9:59 PM
                    • Ashraf Eassa: @J -- there's definitely a lot of work that needs to be done, but the form factor itself seems promising.
                      Jun 17, 11:43 PM
                      • Ashraf Eassa
                        Carl Icahn has made more on $AAPL stock than Tim Cook's entire net worth...
                        May 21, 6:21 PM
                        Reply (4)
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                        • Ashraf Eassa: Reports say he's made ~$3B on $AAPL; Tim Cook's net worth is reportedly ~$785M.
                          May 21, 9:51 PM
                        • Shaduc: looks like Icahn is mumbling off blanks
                          May 22, 6:57 PM
                          • Ashraf Eassa
                            decent qtr for $NVDA, but that guide isn't so great...
                            May 7, 5:46 PM
                            Reply (2)
                            • tuliptown: but is confident enough to hike the dividend by 15%. THANK YOU NVDA!
                              May 7, 8:30 PM
                            • wheelz23: Ashraf, you still like NVDA?
                              May 9, 2:08 PM
                              • Ashraf Eassa
                                $AMD in 2012-2014: "We're not competing with Intel." $AMD in 2015: "just kidding, we're still trying!"
                                May 7, 8:18 AM
                                Reply (2)
                                • Ashari: I guess you could call that a tactical withdrawal :)
                                  May 7, 11:47 AM
                                • thesahibzada: yeah they are not competing... thats for sure... instead they are helping $INTC hahahaha
                                  May 7, 5:06 PM
                                  • Ashraf Eassa
                                    nice results from $AAPL.
                                    Apr 27, 4:36 PM
                                    Reply (1)
                                    • hko2012: Stock's up 1.3% after hours. I think AMZN might have been the better buy.
                                      Apr 28, 3:38 AM
                                      • Ashraf Eassa
                                        what are YOU expecting from $AAPL tonight? post your thoughts here!
                                        Apr 27, 2:12 PM
                                        Reply (10)
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                                        • Hope128: MB might act differently than he predicts, so the opposite of whatever Michael Blair predicts or does?
                                          Apr 27, 3:33 PM
                                        • wigit5: @wheelz only 50? Probably a bit conservative.
                                          Apr 27, 5:15 PM
                                          • Ashraf Eassa
                                            can't believe it, but I just pre-ordered an $AAPL Watch.
                                            Apr 19, 8:42 PM
                                            Reply (10)
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                                            • Ashraf Eassa: Apple Watch Sport, 42nmm, black.
                                              Apr 20, 1:08 PM
                                            • Shaduc: good quality is assured with primo after-sales service!
                                              Apr 20, 6:00 PM
                                              • Ashraf Eassa
                                                $AMD just terrible guidance.
                                                Apr 16, 11:08 PM
                                                Reply (3)
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                                                • MattZN2: News item today ab/AMD abandoning the SeaMicro dense server brand. The technology is evolving too quickly for AMD to keep up with it.
                                                  Apr 17, 12:31 PM
                                                • Mr. Smith AKA Big Foot: Ashraf kinda wish I took your advice back when you placed article about AMD being a Value Trap. Seems like this ride comes with no airbag.
                                                  Apr 23, 6:23 AM
                                                  • Ashraf Eassa
                                                    Switched from an iPhone 6 Plus to an iPhone 6 today. I missed being able to use a phone with one hand. $AAPL.
                                                    Apr 13, 5:24 PM
                                                    Reply (4)
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                                                    • Patience29: About the 6 Plus tho'... I found out at the store last fall that it was just too big for my small hand to wrangle comfortably.
                                                      Apr 13, 5:38 PM
                                                    • Patience29: After 2 fails, I'm now using Ravierri's Clear, Slim, Anti Slip Skin made of Soft Silicone... your 6 looks naked but is protected. Works!
                                                      Apr 13, 5:49 PM
                                                      • Ashraf Eassa
                                                        looks like a big guidance miss on the top line for $MU.
                                                        Apr 1, 4:35 PM
                                                        Reply (11)
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                                                        • wheelz23: a lot of the bad news was priced in...25 is an obvious number
                                                          Apr 1, 6:39 PM
                                                        • wheelz23: STX reports later in the month guys like that name?
                                                          Apr 1, 6:43 PM
                                                          • Ashraf Eassa
                                                            Strong $MU results it seems. Interested to see how the co. guides.
                                                            Apr 1, 4:13 PM
                                                              • Ashraf Eassa
                                                                I think I'm going to sell my $QCOM buy $QCOM LEAPs :)
                                                                Mar 19, 4:39 PM
                                                                Reply (8)
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                                                                • Ashraf Eassa: joelkatz, I actually ended up adding to my $QCOM common position a while ago (at higher prices than current trading prices).
                                                                  Jul 21, 4:04 PM
                                                                • joelkatz: Thanks
                                                                  Jul 21, 7:03 PM
                                                                  • Ashraf Eassa
                                                                    I really appreciate that a lot of people take the time to "like" my comments here that they find useful! Thanks, everyone!
                                                                    Mar 15, 10:42 PM
                                                                    Reply (6)
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                                                                    • wigit5: mea culpa AE you were right all along... thesis might be changing now not sure but you made a great call and stuck to your guns dspite harsh
                                                                      Mar 16, 7:03 AM
                                                                    • wigit5: criticism on the call. Like Dr. Joseph said respect would be more appropriate.
                                                                      Mar 16, 7:03 AM
                                                                      • Ashraf Eassa
                                                                        Maybe this $INTC warning had already been priced in somewhat based on the BMO report of weaker-than-expected February PC sales?
                                                                        Mar 12, 1:30 PM
                                                                        Reply (3)
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                                                                        • oak8292: Hardest part of investing in short term is knowing what is priced in and when. Weak sales, LTE modem, Xeon D at OCP.
                                                                          Mar 12, 3:02 PM
                                                                        • Shaduc: What about tablet chip orders. In 2009 & 10, (-) spring announcements, + fall results
                                                                          Mar 12, 8:43 PM
                                                                          • Ashraf Eassa
                                                                            $INTC warns. Ugly.
                                                                            Mar 12, 9:30 AM
                                                                            Reply (8)
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                                                                            • Ashraf Eassa: No.
                                                                              Mar 12, 10:35 AM
                                                                            • Ashraf Eassa: It's already my largest position; I have enough $INTC.
                                                                              Mar 12, 10:36 AM
                                                                              • Ashraf Eassa
                                                                                plan to double my $QCOM stake once I am able to.
                                                                                Mar 4, 3:59 PM
                                                                                Reply (8)
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                                                                                • tuliptown: wow, yes, the $MU ride from $5 was "good" I would even say amazing here at $29. Still expecting some PE expansion to $40 but we shall see.
                                                                                  Mar 5, 5:16 AM
                                                                                • France Cop: Ashraf, thanks for sharing.
                                                                                  Mar 5, 12:01 PM