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The limits of silicon have been reachedNASDAQ:AMD The limits of silicon have been reached, and computing machines have hit their maximum potential for many decades. There have been no real achievements since 1984; that was the year when the ceiling was reached. The supposed development has ended. Ray tracing and all sorts of AI crap based on thrice-recycled garbage are no longer suitable for consumption. Advancements in computing technology have stalled, and innovation seems to have plateaued. Despite the hype around new technologies like AI and ray tracing, these developments rely on rehashed concepts and fail to deliver groundbreaking results. The industry needs a fundamental shift to overcome these limitations and achieve true progress.
NASDAQ:AMDShort
by Logica_Levels
6
AMD CALL Bought AMD Call Strike $180 Expiry 14 Jun Entry $2.50 Expecting AMD to reach 1st Target $184 2nd Target $193 Analysis as below: Weekly TF: 1. Uptrend -- Above SMA200 Day TF: 1. Structure -- Inverse Head and shoulder (broke out of neckline, now retesting) 2. RSI -- bullish divergence 4hr TF: 1. MA -- Price closed above EMA 25 (blue) 2. Fib R -- Price closed above 0.618 Fib R aka $158 (uptrend in tact) 3. Confirmation candle -- printed green body candle after bouncing off EMA 25 and 0.618. 4. RSI -- not overbought yet/no bearish divergence (More room for upside) Remarks: Price is currently testing the resistance of SMA100(purple) for the 5th time. The frequency of price testing to break SMA100 becoming shorter (Weaker selling pressure) If price is able to close above SMA50(green) and SMA100(purple), expect AMD to rally in no time.
NASDAQ:AMDLong
by yylee97
2
Intel Corporation | INTCIntel reported second quarter earnings on Thursday, showing a return to profitability after two straight quarters of losses and issuing a stronger-than-expected forecast. the stock rose 7% in extended trading. Here’s how Intel did versus Refinitiv consensus expectations for the quarter ended July 1: Earnings per share: 13 cents, adjusted, versus a loss of 3 cents expected by Refinitiv. Revenue: $12.9 billion, versus $12.13 billion expected by Refinitiv. For the third quarter, Intel expects earnings of 20 cents per share, adjusted, on revenue of $13.4 billion at the midpoint, versus analyst expectations of 16 cents per share on $13.23 billion in sales. Intel posted net income of $1.5 billion, or 35 cents per share, versus a net loss of $454 million, or a loss of 11 cents per share, in the same quarter last year. Revenue fell 15% to $12.9 billion from $15.3 billion a year ago, marking the sixth consecutive quarter of declining sales. Intel CEO Pat Gelsinger said on a call with analysts the company still sees “persistent weakness” in all segments of its business through year-end, and that server chip sales won’t recover until the fourth quarter. He also said that cloud companies were focusing more on securing graphics processors for artificial intelligence instead of Intel’s central processors. David Zinsner, Intel’s finance chief, said in a statement that part of the reason the report was stronger than expected was because of the progress the company has made toward slashing $3 billion in costs this year. Earlier this year, Intel slashed its dividend and announced plans to save $10 billion per year by 2025, including through layoffs. “We have now exited nine lines of business since Gelsinger rejoined the company, with a combined annual savings of more than $1.7 billion,” said Zinsner. Revenue in Intel’s Client Computing group, which includes the company’s laptop and desktop processor shipments, fell 12% to $6.8 billion. The overall PC market has been slumping for over a year. Intel’s server chip division, which is reported as Data Center and AI, saw sales decline 15% to $4 billion plus Intel’s Network and Edge division, which sells networking products for telecommunications, recorded a 38% decline in revenue to $1.4 billion.moreover Mobileye, a publicly traded Intel subsidiary focusing on self-driving cars, saw sales slip 1% on an annual basis to $454 million and Intel Foundry Services, the business that makes chips for other companies, reported $232 million in revenue. Intel’s gross margin was nearly 40% on an adjusted basis, topping the company’s previous forecast of 37.5%. Investors want to see gross margins expand even as the company invests heavily in manufacturing capability. In the first quarter, the company posted its largest loss ever as the PC and server markets slumped and demand declined for its central processors. Intel’s results on Thursday beat the forecast that management gave for the second quarter at the time. Intel management has said the turnaround will take time and that the company is aiming to match TSMC’s chip-manufacturing prowess by 2026, which would enable it to bid to make the most advanced mobile processors for other companies, a strategy the company calls “five nodes in four years.” Intel said on Thursday that it remained on track to hit those goals. Nvidia has had an amazing run, but any emerging technology, such as AI, which is bottlenecked by a single company will have issues in growth. Consulting firm McKinsey has pegged the AI market to be worth $1 trillion by 2030, but also that it was in an experimental and in early phases of commercial deployment. While Nvidia will likely retain its leadership in GPU hardware as applied to AI for the foreseeable future, it is likely that other hardware solutions for AI systems will also be successful as AI matures. While technologist may quibble on specifics, all major AI hardware today are based on GPU architectures, and as such I will use the terms and concepts of AI hardware and GPU architecture somewhat interchangeably. One likely candidate for AI related growth may be AMD (AMD), which has had GPU products since acquiring ATI in 2006.However, unlike Nvidia, which had a clear vision for of general-purpose GPU products (GPGPU), historically, AMD had largely kept its focus on the traditional gaming applications. AMD has developed an AI architecture called XDNA, and an AI accelerator called Alveo and announced its MI300, an integrated chip with GPU acceleration for high-performance computing and machine learning. How AMD can and may evolve in the AI may be subject of a different article. Another contender for success in the AI applications using GPU is Intel, who is the focus of this article. Intel has maintained a consistent, if low key focus on GPU hardware focused on AI applications over the last decade. Intel’s integrated HD Graphics is built into most modern processor ICs; however, these are insufficient compared to dedicated GPUs for high-end inferencing or machine learning tasks. It has 2 primary GPU architectures in production release: In 2019 Intel Corporation acquired Habana Labs, an Israel-based developer of programmable deep learning accelerators for the data center for approximately $2 billion. Habana Labs’ Gaudi AI product line from its inception focused on AI deep learning processor technologies, rather than as GPU that has been extended to AI applications. As a result, Gaudi microarchitecture was designed from the start for the acceleration of training and inferencing. In 2022 Intel announced Gaudi2 and Greco processors for AI deep learning applications, implemented in 7-nanometer (TSMC) technology and manufactured on Habana’s high-efficiency architecture. Habana Labs benchmarked Gaudi2’s training throughput performance for the ResNet-50 computer vision model and the BERT natural language processing model delivering twice the training throughput over the Nvidia high end A100-80GB GPU. So, Gaudi appears to give Intel a competitive chip for AI applications. Concurrent with the Habana Labs’ Gaudi development, Intel has internally developed the Xe GPU family, as dedicated graphics card to address high-end inferencing or machine learning tasks as well as more traditional high-end gaming. Iris® Xe GPU family consists of a series of microarchitectures, ranging from integrated/low power (Xe-LP) to enthusiast/high performance gaming (Xe-HPG), data center/AI (Xe-HP) and high-performance computing (Xe-HPC). The architecture has been commercialized in Intel® Data Center GPU Flex Series (formerly codenamed Arctic Sound) and Intel® Arc GPU cards. There is some question on Xe GPU future and evolution. Intel has shown less commitment to the traditional GPU space compared to Gaudi. Nonetheless, it does demonstrate Intel ability to design and field complex GPU products as its business requires. Intel has many other AI projects underway. The Sapphire Rapids chips implements AI specific acceleration blocks including technology called AMX (Advanced Matrix Extensions), which provides acceleration inside the CPU for efficient matrix multiplications used in on-chip inferencing and machine learning processing by speeding up data movement and compression. Intel has supporting technologies such as Optane, which while cancelled as a production line, is available for their needs of a high-performance non-volatile memory, one of the intrinsic components in any AI product. Based on the above, Intel appears to have competitive hardware solutions, however if we look at Nvidia success in AI, it is a result of a much a software and systems focus as it is the GPGPU hardware itself. Can Intel compete on that front. Ignoring for the moment that Intel has a huge software engineer (approx. 15,000) resource, it also has- access to one of the leading success stories in perhaps the most competitive AI application – self driving cars. Mobileye, who was acquired by Intel in 2017, has been an early adopter and leader, with over 20 years of experience in automotive automated driving and vision systems. As such, Mobileye has a deep resource of AI domain information that should be relevant to many applications. Mobileye has announced that it is working closely with Habana, as related divisions within Intel. While Intel is in the process of re-spinning out Mobileye as public company, Mobileye Global Inc. (MBLY), at present Intel still owns over 95% of shares, keeping it effectively an Intel division. In looking at Intel, we have a company with the history, resources, and technology to compete with Nvidia and infrastructure. They have made significant investment and commitment to the emerging AI market, in times when they have exited other profitable businesses. It should also be understood that AI related product are a small percentage of overall Intel revenues (INTC revenue are more than twice NVDA, even if NVDA has 6x its market cap), and continues to keep its primary business focus on its processor and foundry business. Hopefully for shareholders, Intel continues to push their AI technology and business efforts. Their current position is that this is strategic, but Intel is in a very fluid time and priorities may change based on business, finances, and of course the general interest and enthusiasm for AI. It is always worth noting that AI as a technical concept is mature, and appears to be cyclical, with interest in the technical community rising and falling in hype and interest once every decade or so. I remember working on AI applications, at the time labeled as expert systems in the 1980s. If we are currently at a high hype point, this may be temporary, based on near term success and disappointment in what AI does achieve. Of course, as always, “this time is different” and the building blocks of effective AI systems currently exist, where for previous iterations, it was more speculative.
NASDAQ:INTC
by moonypto
4
ICT's Market Maker Model - An Easy to Understand GuideIn this video I try to explain ICT's Market Maker Model as simply as I can. This model basically depicts how smart money efficiently facilitates their positions in the marketplace. It is important to understand some concepts beforehand, such as liquidity, AMD/PO3, market efficiency, crowd mentality, and the fractal nature of price. I hope you find the video insightful and that it helps you utilize Market Maker Models in your trading. - R2F
Education
by Road_2_Funded
2
AMD introduces new MI325X AI chip, enhancing AI infrastructureAdvanced Micro Devices Inc. (AMD) has announced significant advancements in its processor architectures, including unveiling the new CPU, NPU, and GPU processors designed to power AI infrastructure from data centres to PCs. The highlight of the announcement was the introduction of the AMD Instinct MI325X accelerator, which boasts advanced memory capacity and is slated for release in Q4 2024. In the future, AMD's roadmap includes the AMD Instinct MI350 series, which will incorporate the next-generation AMD CDNA™ 4 architecture expected in 2025. This new series promises up to 35 times better AI inference performance than the current AMD Instinct MI300 series with AMD CDNA 3 architecture. Additionally, AMD plans to continue its innovation streak with the CDNA 'Next' architecture for the MI400 series accelerators, for release in 2026. In terms of investment opportunities, let's analyse the technical aspects of Advanced Micro Devices Inc. (NASDAQ: AMD): On the Daily (D1) timeframe, AMD's stock has formed a resistance level at 174.55 USD and support at 157.90 USD. Although an uptrend is beginning, the stock is testing the support line. The next target could be 140.50 USD if the stock enters a downtrend. However, if the uptrend resumes and breaks through the resistance at 174.55 USD, the short-term target is 203.30 USD. If the upward momentum continues, the price might rise to 227.70 USD for a medium-term investment strategy. — Ideas and other content presented on this page should not be considered as guidance for trading or an investment advice. RoboMarkets bears no responsibility for trading results based on trading opinions described in these analytical reviews. The material presented and the information contained herein is for information purposes only and in no way should be considered as the provision of investment advice for the purposes of Investment Firms Law L. 87(I)/2017 of the Republic of Cyprus or any other form of personal advice or recommendation, which relates to certain types of transactions with certain types of financial instruments. Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69.88% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
NASDAQ:AMD
by RoboMarkets
$ORCL 126 AFTER EARNINGS NYSE:ORCL 126 AFTER EARNINGS Strong Quarterly Earnings: Oracle has shown strong financial performance in the recent past, with its stock price soaring after reporting results that beat analysts' expectations and highlighted its position amid the AI boom. This indicates a positive market response to its financial performance, which could lead to a higher stock price in the future. Increased Price Targets by Analysts: Analysts have increased their price targets for Oracle, with some predicting a potential rise to $126. These optimistic forecasts suggest that the market and analysts have confidence in the company's future growth and performance. Positive Market Sentiment: The market's response to Oracle's earnings reports has generally been positive, with the stock price rising after strong earnings reports. This suggests that if Oracle continues to report strong earnings, the market could respond positively, potentially pushing the stock price towards $126. High Growth Potential: Analysts predict that Oracle's earnings and revenue will grow significantly over the next 3 years. This high growth potential could attract investors and drive up the stock price. Market Leadership: Oracle is a market leader in cloud computing and database software. Its strong market position and broad scope of offerings could contribute to its continued growth and success, potentially leading to a higher stock price. Positive Industry Outlook: The cloud computing and database software industries are expected to continue growing, driven by the increasing need for digital solutions and data management. As a leader in these spaces, Oracle is well-positioned to benefit from this industry growth. AI-Related Gains: Oracle has been highlighted for its position amid the AI boom, indicating its potential to benefit from the growing demand for AI-related services and solutions.
NYSE:ORCLLong
by NYRUNSGLOBAL
Elliott Wave Analysis on AMD Suggest a Double CorrectionShort Term Elliott Wave in AMD suggests the rally from 5.01.2024 low is in progress as an impulse. Up from 5.01.2024 low, wave (1) ended at 174.56 as the 30 minutes chart below showing. Wave (2) pullback is currently in progress. The internal subdivision of wave (2) takes the form of a double three Elliott Wave structure. Down from wave (2), wave ((a)) ended at 168.75 low and wave ((b)) bounce ended at 171.51. The stock extended lower in wave ((c)) towards 162.91 which completed wave W. The market rallied starting wave X also taking the form of a double three Elliott Wave structure. Up from wave W, wave ((w)) ended at 168.75 and pullback in wave ((x)) ended at 164.00. Wave ((y)) higher is in progress. We are looking a bounce in 3 swings to 169.88 – 173.51 area to end wave ((y)) and also wave X connector. Near term, as far as pivot at 174.56 high stays intact, expect the stock to extend lower.
NASDAQ:AMD
by Elliottwave-Forecast
AMD Set for Major Processor Launch As it Grabs 33% of CPU MarketAdvance Micro Devices ( NASDAQ:AMD ), a leading player in the server CPU market, claims a 33% share. The company is preparing to launch its next-gen "Turin" processors and unveils a GPU roadmap following the MI300 product line. NASDAQ:AMD 's CFO, Jean Hu, highlighted the company's growth in servers, CPUs, and GPUs, highlighting partnerships with Microsoft and strong double-digit growth in server CPUs and desktop/laptop segments. AMD's strategic focus on power efficiency and cost-effectiveness makes it a compelling choice for enterprises facing power and space constraints. Notable clients like American Express, Shell, and STMicroelectronics are transitioning to AMD-based infrastructure. NASDAQ:AMD plans to launch a next-generation AI PC in the second half of the year, potentially refreshing the PC market. The company also sees long-term growth potential in the embedded processor market through synergies with Xilinx. NASDAQ:AMD 's performance in the desktop and laptop markets is also highlighted. Analysts expect NASDAQ:AMD and peers to drive semiconductor industry optimism after their earnings beat, but caution against AMD's MI300 supply constraints, gaming segment weakness, and aggressive pricing from Nvidia Corp. Technical Outlook Advance Micro Devices ( NASDAQ:AMD ) stock is up 3.43% on Tuesday's Market day trading. The stock daily price chart depicts a trend reversal from a falling wedge or bullish flag pattern. Advance Micro Devices ( NASDAQ:AMD ) stock has a Relative Strength Index (RSI) of 61.94 which makes it poise for further growth in the long term.
NASDAQ:AMDLong
by DEXWireNews
Semiconductor Bull Run: Is it OVER?AMD is experiencing a breakout from the falling wedge pattern, which is a bullish signal. Currently, the stock is above its immediate support zone and ended the last trading session with a bullish harami candle. Although sell pressure seems unlikely given the current levels, keep an eye on the medium-term support zone to reassess your trading strategy if needed. These levels are suitable for options trading and could result in excellent swing trades based on liquidity analysis. The price target is between $185 and $190, with the potential to reach $200 if the bullish momentum continues. Let's monitor how this develops.
NASDAQ:AMDLong
by MysticMads
Earnings Strength before Slight PullbackHello everyone, happy Monday. Here I am presenting my idea of a strong bullish continuation by NASDAQ:AMD going into tomorrow's earnings. Despite the already strong momentum upwards, I believe we see further buying action after tomorrow's earnings into the lower $200s along with strong buying action across broader tech in $PYTH:QQQ. I believe both these securities will top out short-term in the upcoming 4-6 weeks before a brief pullback to the $149 price point before a further continuation upwards. Position: Shares (added between 2018-2020); holding long-term. Please let me know your thoughts and feedback and happy trading!
NASDAQ:AMDLong
by jabs11
🍌🍌 SUPERMICRO — AI INFRASTRUCTURE STOCKS GO BANANA Supermicro is an American company, a major manufacturer of motherboards, cases, power supplies, cooling systems, SAS controllers, Ethernet and InfiniBand. The company specializes in the production of x86-server platforms and various components for servers, workstations and data storage systems. The headquarters is located in San Jose, USA. Founded in 1993. Supermicro, Inc., a provider of end-to-end IT solutions for cloud computing, artificial intelligence/machine learning, storage, and 5G/Edge communications, continues to expand its data center portfolio with NVIDIA end-to-end rack cabinet solutions HGX H100 equipped with liquid cooling systems. Supermicro's advanced liquid cooling technologies help reduce time-to-commissioning, improve performance levels, and reduce data center operating costs while dramatically reducing energy efficiency. It is estimated that when using Supermicro liquid cooling systems (compared to air-cooled data centers), data centers save up to 40% in terms of power costs. In addition, direct cooling costs can be reduced by up to 86% compared to existing data centers. "Supermicro continues to lead the industry by meeting the ever-growing needs for AI systems and modern data centers around the world," said Charles Liang, President and CEO of Supermicro. AI-optimized racks powered by Supermicro's latest product lines, including server product lines from AMD, can be quickly created from standard engineering templates and easily customized to meet unique user requirements. The ultra-modern GPU liquid cooling server includes dual processors from NASDAQ:INTC or NASDAQ:AMD and four or eight interconnected NVIDIA ( NASDAQ:NVDA ) HGX H100 Tensor Core GPUs. The use of liquid cooling systems can reduce the energy consumption of data centers by up to 40%, which in turn leads to lower operating costs. In addition, both systems significantly outperform previous generation NVIDIA HGX GPU-powered solutions, delivering up to 30x performance gains and improved efficiency of today's Transformers with faster connections between GPUs and networks and storage built with PCIe 5.0 standard. The technical picture illustrates the possibility of continued explosive growth in Supermicro shares, which are up more than 160 percent since the beginning of the year.
NASDAQ:SMCI
by Pandorra
17
AMD GOING UP TO 169 ? NASDAQ:AMD 169 TP THIS WEEK ? 6 REASONS WHY Strong Financial Performance: AMD's financial performance has been a significant contributor to its stock price surge. The company's earnings per share (EPS) and forward dividend & yield figures have shown considerable improvement, reflecting a robust financial health that has instilled confidence in investors. Superior Product Offerings: AMD's product portfolio is another reason for its success. The company offers a diverse range of microprocessors, graphics processing units (GPUs), and other semiconductor products that cater to a wide range of industries. This versatility has allowed AMD to tap into multiple markets, driving its revenue and stock price upwards. Market Share Gains: AMD has been steadily gaining market share from its competitors, particularly in the high-growth sectors of data centers and AI chips. The company's innovative products and competitive pricing have enabled it to outperform its rivals, leading to an increase in its market share. Positive Market Sentiment: The overall positive market sentiment towards the semiconductor industry has also played a role in AMD's rally. As the demand for semiconductor products continues to grow, driven by emerging technologies like AI, IoT, and 5G, companies like AMD are well-positioned to benefit from this trend. Strategic Partnerships and Collaborations: AMD's strategic partnerships and collaborations with other leading technology companies have also contributed to its success. These partnerships have allowed AMD to leverage its partners' resources and expertise to develop innovative products and expand its market reach. Effective Management: Finally, AMD's management team has been instrumental in driving the company's success. Under their leadership, AMD has successfully navigated the challenges of the semiconductor industry, positioning the company for long-term growth.
NASDAQ:AMDLong
by NYRUNSGLOBAL
Microsoft to Use Cloud Customers AMD's AI Chips in Place of NVDAMicrosoft plans to offer cloud computing customers AMD's AI chips as an alternative to Nvidia's H100 family of powerful graphics processing units (GPUs). Details will be provided at Microsoft's Build developer conference next week. Microsoft's clusters of Advanced Micro Devices' ( NASDAQ:AMD ) flagship MI300X AI chips will be sold through its Azure cloud computing service. These chips are powerful enough to train and run large AI models, and NASDAQ:AMD expects $4 billion in AI chip revenue this year. Microsoft's cloud computing unit also sells access to its own in-house AI chips called Maia. The Cobalt 100 processors, which Microsoft plans to preview next week, offer 40% better performance than other processors based on Arm Holdings' technology. Snowflake and others have begun using them. The Cobalt chips are being tested to power Teams, Microsoft's messaging tool for businesses, and are positioned to compete with Amazon.com's in-house Graviton CPUs. Technical Outlook Advance Micro Devices (AMD) stock is up 2.1% on Friday's early market trading with the daily chart depicting a resurgence in price due to the bullish flag pattern formed. Further accentuating the bullish trend is the "Three White soldier" pattern which is a bullish reversal pattern that occurs after a falling wedge or downtrend, it signifies bullish takeover.
NASDAQ:AMDLong
by DEXWireNews