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Justin Jaynes  

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  • Justin Jaynes
    $AMD - Alex Cho's typical drivel is being parroted by tech media sites as a source for a Qualcomm takeover of $AMD
    Jun 23, 11:25 PM
    Reply (2)
    • Justin Jaynes: Discl: this scenario would make me happy, but I think there's more of a chance of Olaf thriving in hell before this happens, IMO
      Jun 23, 11:27 PM
    • oneotherfool: LOL
      Jun 23, 11:39 PM
      • Justin Jaynes
        $AMD - $INTC - I maintain that one of AMD's biggest problems is marketing. Found an FX-7500 laptop on HPs website
        10/15/14
        Reply (8)
      • View all 8 replies
        • Mike Wasilewski: *except
          10/16/14
        • User 21522501: Sean, I empathize with you but AMD's biggest problem is poor product positioning relative to competition, the FX-7500 is no match for Intel.
          11/16/14
          • Justin Jaynes
            $AMD - now that's some early morning volatility
            10/9/14
            Reply (11)
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            • 392334: Whatever Lisa's new vision is won't make much of a change for at least a year.
              10/9/14
            • 392334: If you think Rory was on a good path, now is a good time to buy.
              10/9/14
              • Justin Jaynes
                $AMD - Digitimes Rumor - http://bit.ly/1nbPQLk - *RUMOR* - Carrizo-L APU coming in 2014 for notebooks, Full Carrizo in March
                10/7/14
                Reply (3)
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                • Justin Jaynes: One thing that sucks about the rumor for Nolan/Amur is the timeframe for a Q3 '15 - typically the cores are debuted at CES in Jan for a
                  10/7/14
                • Justin Jaynes: Q1/Q2 launch - Q3 rumor would be these chips being pushed back a quarter, but could explain pulling Carrizo-L forward
                  10/7/14
                  • Justin Jaynes
                    $AMD - $AAPL - Be still my beating heart... http://bit.ly/YCjXQH
                    9/29/14
                    Reply (13)
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                    • Neosephiroth86: Will this qualify as a "semi-custom" win?
                      10/1/14
                    • Fiberton: Who knows Would b great..I am ready to buy 30k shares in the pump and dump it at the neck line http://bit.ly/1qUxbi1
                      10/1/14
                      • Justin Jaynes
                        $AMD - $NVDA http://bit.ly/1rk9SSs Article about mobile GPUs, and R9 390X supposedly coming 1H 2015
                        9/24/14
                        Reply (10)
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                        • jcb-55: 6 months? should be 20nm and HBM by then!
                          9/25/14
                        • Fiberton: 20nm would be great but I think its late 2015 early 2016
                          10/1/14
                          • Justin Jaynes
                            $AMD - Sept 25th somethin's happenin apparently...http://bit.ly/ZAvUYa or so the rumor goes
                            9/21/14
                            Reply (6)
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                            • gabi1: I've seen funny activity going on around the sep 26 puts ! open interest is off the charts for a weekly , so is the implied
                              9/22/14
                            • Andreas Hopf: Funny activity happens all the time with that stock - AMD back to where it was a year ago. Get out if you can; it's toxic for non-traders.
                              9/23/14
                              • Justin Jaynes
                                $AMD - $MSFT - China XB1 delayed.
                                9/21/14
                                Reply (12)
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                                • Mike Wasilewski: think about it, 15k pre-orders from a chinese e commerce site with 2% market share? probably 100k+ orders on other sites.
                                  9/22/14
                                • Mike Wasilewski: Apparently, the delay is only by 1 week. http://reut.rs/Y2y2qp
                                  9/23/14
                                  • Justin Jaynes
                                    $AMD - Should be "fun" times ahead today. Rasgon saying short it, Cramer bashing it, up $.05 pre-market.
                                    9/18/14
                                    Reply (6)
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                                    • Justin Jaynes: Selling $MO @ 24 would be a :(
                                      9/18/14
                                    • toonies: JC said "I do not care about it" (AMD). I do not believe him, he plays this stock, as I know, too long to be able stay aside.
                                      9/18/14
                                      • Justin Jaynes
                                        $NVDA - $AMD - Fun marketing http://onforb.es/1uzTvmj
                                        9/12/14
                                        Reply
                                          • Justin Jaynes
                                            $AMD - didn't hear anything too earth shattering during the deutsche bank conference
                                            9/9/14
                                            Reply (17)
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                                            • Mike Wasilewski: Which would mean a faster deterioration in that side of the business.
                                              9/11/14
                                            • User 12115671: good point mike
                                              9/12/14
                                              • Justin Jaynes
                                                $AMD - of all the recent AMD announcements, I'm most interested to see if AMD can get support in the company's "6 pack" program
                                                8/26/14
                                                Reply (7)
                                              • View all 7 replies
                                                • Justin Jaynes: 6 pack falls under "better marketing" - http://bit.ly/1zwfrip
                                                  8/26/14
                                                • Mike Wasilewski: gotta get creative to stop the bleeding :)
                                                  8/26/14
                                                  • Justin Jaynes
                                                    $AMD - this is the important part of the AMD announcement from this morning which was not captured in SA's retransmission:
                                                    8/14/14
                                                    Reply (3)
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                                                    • Justin Jaynes: Robert Hallock and Richard Huddy are both GPU guys, so my guess is they will discuss Tonga, or less likely Fiji, as the product announcement
                                                      8/14/14
                                                    • Justin Jaynes: And given both of these are GPU guys - I doubt we get any news about APUs/CPUs
                                                      8/14/14
                                                      • Justin Jaynes
                                                        $AMD - reviewers stating new W7100 is the new Tonga GPU, based on GCN 1.1 - so looks like no GCN 2.0 for AMD this year.
                                                        8/12/14
                                                        Reply (10)
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                                                        • Justin Jaynes: along with smaller die could let AMD sell these things a little more profitably, or a little more competitively, depending on how theychoose
                                                          8/12/14
                                                        • Justin Jaynes: imo
                                                          8/12/14
                                                          • Justin Jaynes
                                                            $AMD - AMD is keeping my portfolio in the green today lol
                                                            7/31/14
                                                            Reply (25)
                                                          • View all 25 replies
                                                            • Fiberton: You get burned by gauging the top or bottom wrong.
                                                              8/1/14
                                                            • Plextor2: I am happy for you keep shorting
                                                              8/1/14
                                                              • Justin Jaynes
                                                                $AMD - wonder if Cramer's Friday piece will help me keep my shares instead of getting the covered calls I sold against them exercised?
                                                                7/26/14
                                                                Reply (62)
                                                              • View all 62 replies
                                                                • Fiberton: The first breeze of a drop in the market and AMD will roll over quite deep.
                                                                  7/30/14
                                                                • Fiberton: overbought rather
                                                                  7/30/14
                                                                  • Justin Jaynes
                                                                    AMD Fell Short Of Expectations, So What Now? $AMD http://seekingalpha.com/a/1drtz
                                                                    7/18/14
                                                                    Reply (2)
                                                                    • kostas drosopoulos: Swap that expensive bottle of wine with three bottles of cheap wine I guess :)
                                                                      7/18/14
                                                                    • Justin Jaynes: I bought a Bota Box of Riesling lol
                                                                      7/18/14
                                                                      • Justin Jaynes
                                                                        $AMD ER now - probably going to have to answer some tough questions on the CC
                                                                        7/17/14
                                                                        Reply (16)
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                                                                        • Justin Jaynes: That's why I said I wouldn't buy before an earnings report at all times high, and instead I would trim back and hedge
                                                                          7/17/14
                                                                        • Fiberton: YOu short AMD at the high when over bought before earnings
                                                                          7/18/14
                                                                          • Justin Jaynes
                                                                            $AMD - Finished building my hedge in AMD this morning - now time to see where the dice land. Last trade I may make is trim another 5% or so
                                                                            7/17/14
                                                                            Reply (13)
                                                                          • View all 13 replies
                                                                            • Mike Wasilewski: shorted IBM last two days, much safer proposition IMO, than AMD, which is growing revenue, and IBM buying back shares and selling assets
                                                                              7/17/14
                                                                            • Mike Wasilewski: selling business units rather to maintain revenue per share
                                                                              7/17/14
                                                                              • Justin Jaynes
                                                                                $AMD - added 75 $4.50 short term puts for hedge - may add one more good sized lot between now and tomorrow if they become much cheaper.
                                                                                7/16/14
                                                                                Reply (1)
                                                                                • Neosephiroth86: That's called delta hedging
                                                                                  7/16/14
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