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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 136.88+3.1%Jan 14 4:00 PM EST

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To: Kelvin C.P. Wang who wrote (42314)8/2/2021 3:30:52 PM
From: VattilaRead Replies (2) of 44219
That was a private matter that had nothing to do with AMD and my view of their prospects. The matter was resolved without me having to sell.

At the time I said I thought Lisa Su had more in the tank, which has proven to be right.

For my AMD scenarios, see my latest post on that below. Note that these are not predictions. Instead it is an attempt to divide all possible outcomes into 5 scenarios and then quantify them by assigning a probable value range for revenue, CAGR, GM, EPS, market capitalisation, and stock price, as well as a likelihood for each scenario to pan out in reality. You can follow links to replied-to messages for the history of these scenarios (or search the forum subject for "prospects" or "precarious").

Message 33320663

PS. Interestingly, my pie-in-the-sky scenario is just peanuts in terms of market capitalisation when you look at Nvidia. I find it hard to understand the extent of Nvidia's mindshare in the market.
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