Recent comments in /f/wallstreetbets

BobSacamano47 t1_j6p4dro wrote

I agree, I have been following this stock for years. I honestly thought it was under valued and they'd be taking in 10 Billion in revenue by now. On the other hand, Intel's margins are so low it's clear they are selling their products really cheap so that they don't cede their considerable market to AMD. They can't pull that stunt for very long so they either need some kind of technical breakthrough or they're going to have to seriously restructure the company. I see Intel as a dumpster fire and AMD as a stable company a few years away from some accelerated growth. I'm in AMD a bit too much at this point looking for an out (for now).

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Hopkinskid2022 t1_j6p44r7 wrote

Reply to comment by Robincapitalists in pls papa by ohmygorn

I think the markets are waiting for that pivot where their end rate remains static (versus the end rate going up every fed meeting since last summer, as you mentioned). I think that’s the catalyst the markets are looking for (not 25 vs 50 bps, but more the messaging).

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