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71324

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  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    Temash looks like a winner.
    May 19, 2013. 07:43 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    I'm afraid he doesn't understand products.
    May 19, 2013. 07:43 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    You're right about his knowledge of Jaguar.
    May 19, 2013. 07:42 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    Thanks for the education from someone who understands products. It will be a better solution.
    May 19, 2013. 07:42 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: Is Goldman Sachs Right? [View article]
    NVDA will be toast after they finish their buyback, which is artificially propping their stock up.
    May 19, 2013. 07:42 AM | Likes Like |Link to Comment
  • Yahoo (YHOO) is in "serious talks" to buy social blogging service Tumblr for as much as $1B, multiple sources tell AdWeek. Kara Swisher also reports talks are happening, but is more circumspect, stating they could result in a partnership, investment, acquisition, or nothing at all. Tumblr, which claims 100M+ blogs and (as of Nov.) ~170M monthly visitors (up over 3x from Jan.), would give Yahoo a big source of user-generated content to integrate and monetize, and would strengthen its mobile presence. It would also (as Swisher notes) mesh with Yahoo's efforts to win back younger Web users. [View news story]
    This could give Yahoo a nice bounce tomorrow.
    May 17, 2013. 02:59 AM | Likes Like |Link to Comment
  • Ugly Charts [View article]
    From Forexpros.com
    Strength of USD will continue to play a large part in Gold pricing moving forward, and that will depend largely on U.S. stock’s ability to rise higher. With stock returns looking extremely healthy compared to precious metals, it is also likely that holders of gold may wish to liberate their positions to participate in U.S. stocks right now. The exit of money from ETF gold products is a very clear sign of what has happened in recent months, and may continue to signal direction within next one-to-two months for both stocks and gold.
    May 16, 2013. 12:23 AM | 5 Likes Like |Link to Comment
  • Nvidia: Short Sellers Get Sucker Punched [View article]
    No doubt NVDA is a great company. They still don't have a permanent CFO, and their engineering talent pool hasn't improved or increased with fresh blood. Creating products is very different from just creating a company with a moribund stock price that can only budge with company share buybacks.
    May 15, 2013. 02:54 AM | Likes Like |Link to Comment
  • Nvidia: Short Sellers Get Sucker Punched [View article]
    Look at the charts again, it is still overbought. I'd like to see it form a new base around $13, before it moves higher. The stock buyback is proving support.
    May 15, 2013. 02:45 AM | Likes Like |Link to Comment
  • Nvidia: Short Sellers Get Sucker Punched [View article]
    If he sells puts, it better be the $9 puts, because $9 is the path to least resistance, and there's strong support there.
    May 15, 2013. 02:45 AM | Likes Like |Link to Comment
  • Nvidia: Short Sellers Get Sucker Punched [View article]
    Interesting article by Mark H on SA:

    Game Console Losers

    Nvidia (NVDA): The growth of Intel architecture SOCs having built in graphics simply means that the market for separate graphics cards and discrete GPUs gets smaller and smaller. A presentation by John P. Webb of Intel at the 2012 Intel Developer Forum spelled it out very clearly: Ivy Bridge had eliminated the market for entry-level graphics cards, and Haswell was being positioned to "move up the food chain" to mid-grade graphics processors.

    AMD has already positioned their A-10 series APUs to take on the mid-range performance segment. Intel's presentation also indicated that the enthusiast market was relatively small, about 30 M, while the performance and mainstream segment numbered about 220 M. The next gen gaming consoles will probably siphon off many in the mainstream segment and even reduce the enthusiast segment as the console's "good enough" solution wins converts for convenience and low cost.

    The trend is pretty clear that eventually Nvidia's discrete GPU market will be reduced to special purpose engineering and scientific applications that make use of the GPU's parallel processing capability, and a few high end gamers for whom consoles aren't good enough.
    May 15, 2013. 02:44 AM | Likes Like |Link to Comment
  • Gold Prices To Re-Test $1,350 [View article]
    Does anyone know if Schwab or any other major brokerage fills option orders in-house and don't route to the exchanges. Got the most unusual fill on a GLD June $138 puts buy today, which was $0.30 below the market. The price (which was the low for the day) did not even get reported.
    May 15, 2013. 02:29 AM | Likes Like |Link to Comment
  • Advanced Micro Devices: This Is Just Fun [View article]
    Microsoft will buy YHOO before they touch AMD.
    May 14, 2013. 11:25 PM | Likes Like |Link to Comment
  • How Should Yahoo Spend The Alibaba Money? [View article]
    My comments are moderated and this post nay have been delayed quite a bit. I'm kinda crest fallen to not see Yahoo Japan factored into your otherwise excellent story.
    May 10, 2013. 01:02 AM | 1 Like Like |Link to Comment
  • Nvidia: A Short Squeeze May Be Coming [View article]
    RSI(14) 66.595 Buy
    STOCH(9,6) 82.094 Overbought
    STOCHRSI(14) 84.837 Overbought
    May 10, 2013. 12:40 AM | 1 Like Like |Link to Comment
COMMENTS STATS
322 Comments
137 Likes