Trading the stockmarket (NO Referrals)

413x said:
Is there much going for Intel though at the moment?
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Not if you're looking for something to compete with the hype stocks, it's just a boring value pick.
Recent mistakes aren't likely to continue.
China invading Taiwan is due 2025-2028.
I think there's room in the market for Intel GPUs.
They may get in on one or more of the AI, Crypto, Quantum hype trains.
The dividend may get restored.
I'm assuming their finances are fixable.
 
throwaway4372 said:
Not if you're looking for something to compete with the hype stocks, it's just a boring value pick.
Recent mistakes aren't likely to continue.
China invading Taiwan is due 2025-2028.
I think there's room in the market for Intel GPUs.
They may get in on one or more of the AI, Crypto, Quantum hype trains.
The dividend may get restored.
I'm assuming their finances are fixable.
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As more and more high end stuff seems to be GPU dependant and low end stuff is ARM based im not sure Intel is one for me myself. On Intel, the risks vs benefits seem about even. Probably slightly more risk. That's my personal 'I haven't researched' and view
 
throwaway4372 said:
Not if you're looking for something to compete with the hype stocks, it's just a boring value pick.
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it'd be a lot more attractive without the unsual bull run of hype a lot of stocks are in right now and that bull run won't last forever

looks like intc next earnings date is the 23rd jan, wonder if they have a new ceo by then :/

AMD seems to have negative sentiment on the reddit stock subs, but I guess that#s mostly based on the stock doing nothing for a year whilst almost every competitor bar intel went up 100%+
on WSB they seem to be turning towards indifference/sympathy to intc weirdly, where as a few months ago people would readily hate on the stock

www.digitimes.com

AMD hits record server market share in 3Q24 as Intel counters in client PC market

2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's latest report reveals AMD's impressive growth in revenue and unit share, underscoring its strong performance...
www.digitimes.com
old article from last month but it has a lot of stats and seems without bias

intel probably still have a few years to turn it around, but I'd expect any new CEO looking at what they can spin off, I really don't want intel to spin off the fab business personally.
just seems like an overreaction


For the first time, AMD's data center revenue surpassed Intel's data center and AI division, reaching US$3.549 billion, just ahead of Intel's US$3.3 billion.
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Really makes me think neither company was ever going to see a massive boost from AI like Nvidia did,or atleast not in the early years of AI that we are in now.
it's not being left behind, they just aren't in a position to be able to follow NVDA lead


NVDA doesn't really have competition though, and AMD/INTC are crushing each others margins, whilst NVDA just prices as it wants.
Maybe that's the real problem, NVDA has too much greed and no one eating at their table
 
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Vanguard platform fee's are going up.

In summary, accounts under around 30k will pay more of a fee, if you have above 30k there is no difference.

arknor said:
The fx hit?

how many millions are you investing for that FX to feel like a hit?
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If i sell my holdings on H&L, the FX fee will be more than a 4090.

Its only 212 that charge a low FX fee, everywhere else is 1% basically
 
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Dr House said:
Finally got it right for a change, holding a very large amount of AVGO
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Another I was considering about 8 month's ago. But didn't bite!

Soundhound AI has popped again today.
Valuation is getting lofty at 5bln.

Can't find the news driving it.

Quantum stocks have cooled a lot and I've taken some profit during the correction
 
To be honest I wanted to buy nvidia a few months ago but they are up so much and Polocy bought AVGO at the same time. I did my research and it seemed like a good bet.

I know I made stupid move buying so much just as I did with Netflix but I got lucky both times.

Will move into trackers soon and forget about it.
 
Dr House said:
To be honest I wanted to buy nvidia a few months ago but they are up so much and Polocy bought AVGO at the same time. I did my research and it seemed like a good bet.

I know I made stupid move buying so much just as I did with Netflix but I got lucky both times.

Will move into trackers soon and forget about it.
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Gradually moving profits to etfs too. Half the world seems to be falling apart yet US stocks are ballooning.

Soundhound has hit 6bln Mkt now.
I was happy with the choice when I picked it. But these insane gains are precarious.
 
My thought process is pick one of these 3 depending what you believe in:
VWRP - World - Default choice
VHVG - Developed World - If you don't see the point in paying higher fees for emerging markets which don't seem to be good anyway [my current choice]
VUAG - S&P 500 - If you see owning uk/eu/jp as holding you back
 
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slinxy said:
The take over of IDS has been cleared and due to go ahead Q1 next year
www.bbc.co.uk

Royal Mail takeover by Czech billionaire approved

Daniel Kretinsky's EP Group has bought the Royal Mail's parent company in a £3.6bn deal.
www.bbc.co.uk

nice 50% profit for me, like always shame I didn't have much cash in it... but the cash is getting moved to my ISA and going into my pie of ETFs
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I got in later than you.
Tbh I hoped for an improved offer.
I'm up 25pc and probably would have been better placed in other stocks.

Might put it into pension or might just leave it in my isa. Not sure yet.


Anyone interested in seeing machines?
Probably not as its an LSE stock but based in Australia
Basically does sensor technology in cars/aviation for driver/pilot safety. It's very volatile though
 
Not that I have any money in it, I've been keeping an eye on Booking for far too long (when it was at $2500). Now sitting at $5200 with price targets of 5800 upwards. I need to do some more research, but they in essence have the perfect business model - they don't own anything apart from the front door keys. Anyone else got any money in them?

Intel...don't get me started. I bought them at the boom, then the boom downwards, before a recover - so I held on thinking, yes finally back on track. Little did I realise it was a cliff and well I'm about 60% down on them (not a huge amount - but it all counts). I did average down recently, but got a bit scared and took it back. Lucky I did, as it's now lower and all the news is bad. The night is the darkest before the dawn? :D
 
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