@Aww Skeet Skeet! Why do you think $AMD is selling off?
Anyone investing heavily this year??
- Thread starter rph2005
- Start date
Market wants $NVDA AI sales/revenue. $AMD is projecting $5B+ for 2024 but market is expecting more.
Overall, The business looks healthy even though it's gaming segment (GPU/consoles) is down big. They posted record revenue for Q3 due to AI GPUs and server CPUs, but it's not enough for the market. That and $AMD plays it pretty conservative with guidance.
Biggest threats?
- Not being able to get a foothold selling their AI GPUs. MS, Oracle and META are major customers but margins aren't there b/c they are trying to establish themselves as an alternative $NVDA.
- Hyperscalers say fuck this and your expensive products, and use their own internal hardware exclusively ($AMZN, Google)
- Taiwan/China/Trump
- ARM threat being downplayed? So much so that $INTC and $AMD teamed up on the future direction of x86.
AMD Surpasses Intel On Datacenter Sales
As part of a change in microprocessor sourcing, AMD is pulling ahead of Intel.
www.forbes.com
Nvidia’s rumored CPU could pack integrated GPU to rival RTX 4070 mobile – should AMD and Intel start to worry now?
Arm-based APU rumored to be highly efficient and performant
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Appreciate the breakdown.Market wants $NVDA AI sales/revenue. $AMD is projecting $5B+ for 2024 but market is expecting more.
Overall, The business looks healthy even though it's gaming segment (GPU/consoles) is down big. They posted record revenue for Q3 due to AI GPUs and server CPUs, but it's not enough for the market. That and $AMD plays it pretty conservative with guidance.
Biggest threats?
Personally, I like the company. The stock price action is annoying. Fundamentals seems solid. It really put a dent in $INTC's data center business: $AMD's server revenue was higher than $INTC's in Q3. But the market wants to see $AMD put up serious AI GPU numbers. Until then, its getting treated like a high beta stock.
- Not being able to get a foothold selling their AI GPUs. MS, Oracle and META are major customers but margins aren't there b/c they are trying to establish themselves as an alternative $NVDA.
- Hyperscalers say fuck this and your expensive products, and use their own internal hardware exclusively ($AMZN, Google)
- Taiwan/China/Trump
- ARM threat being downplayed? So much so that $INTC and $AMD teamed up on the future direction of x86.
AMD Surpasses Intel On Datacenter Sales
As part of a change in microprocessor sourcing, AMD is pulling ahead of Intel.
Nvidia’s rumored CPU could pack integrated GPU to rival RTX 4070 mobile – should AMD and Intel start to worry now?
Arm-based APU rumored to be highly efficient and performantwww.techradar.com
What if there is a national abortion ban?
women are already stocking up.......sales have increased significantly since the election....
As they should. Folks are about to start acting like Elaine.
I used to listen to it, for a while here and there then i took it out of my rotation..sometimes for me things like this gets old quickly, but thats just me.. so thats y i enjoy market mondays where it doesn't always seem stale...i used to listen to wallstreet trapper but his shit sucks to me now..3 hours of whatever and only about an hour of something useful..if you watch just dont watch his show live. U want to able to scan through it..
Why would there be all the states got what they asked for.. the states wanted to make their own choice...
I added the Perspectives podcast to my playlist rotation in recent weeks. It's pretty good. Short running times & informative topics re: money / investing ...
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Educational Videos for Businesses to grow, manage and scale. Learn more on website today.
I think we are going to learn what federalism is over the next 18 months. I think we are going to discover what the Natives learned and told the world about these people.
If you think so..
A lot of Shrinkage going on..this is unfortunate!! Many have to lose their jobs..
Advance Auto Parts Is Closing 727 Stores, 4 Distribution Centers to Stay Afloat
The automotive parts retailer will shutter more than 700 locations by 2027. The move is part of an adjusted business plan following another disappointing earnings report.
According to a press release, although third-quarter gross profits increased by 11 percent, operating expenses also increased while net sales were down for the Raleigh, North Carolina-based auto aftermarket parts giant.
As part of its “strategic plan to improve business performance” that will be implemented through fiscal year 2027, Advance looks to reduce its U.S. retail footprint. This includes closing 523 corporate stores, withdrawing from 204 independent locations, and shutting down four distribution centers. The supply chain will be further optimized by consolidating distribution centers into 13 large facilities by 2026 and opening 60 market-hub locations by mid-2027
autos.yahoo.com
Advance Auto Parts Is Closing 727 Stores, 4 Distribution Centers to Stay Afloat
The automotive parts retailer will shutter more than 700 locations by 2027. The move is part of an adjusted business plan following another disappointing earnings report.
According to a press release, although third-quarter gross profits increased by 11 percent, operating expenses also increased while net sales were down for the Raleigh, North Carolina-based auto aftermarket parts giant.
As part of its “strategic plan to improve business performance” that will be implemented through fiscal year 2027, Advance looks to reduce its U.S. retail footprint. This includes closing 523 corporate stores, withdrawing from 204 independent locations, and shutting down four distribution centers. The supply chain will be further optimized by consolidating distribution centers into 13 large facilities by 2026 and opening 60 market-hub locations by mid-2027
Advance Auto Parts Is Closing 727 Stores, 4 Distribution Centers to Stay Afloat
The ubiquitous Advance Auto Parts will be less so in the next couple of years. The automotive parts retailer will shutter more than 700 locations by 2027. The move is part of an adjusted business plan following another disappointing earnings report.
$NVDA...FUD? Old News? Gotta luv/hate the timing.
"(Reuters) -Nvidia's new Blackwell AI chips, which have already faced delays, have encountered problems with accompanying servers that overheat, causing some customers to worry they will not have enough time to get new data centers up and running, the Information reported on Sunday."
"(Reuters) -Nvidia's new Blackwell AI chips, which have already faced delays, have encountered problems with accompanying servers that overheat, causing some customers to worry they will not have enough time to get new data centers up and running, the Information reported on Sunday."
Ofcourse they do
au.news.yahoo.com
Trump Team Said to Want to Ease US Rules for Self-Driving Cars
(Bloomberg) -- Members of President-elect Donald Trump’s transition team have told advisers they plan to make a federal framework for fully self-driving vehicles one of the Transportation Department’s priorities, according to people familiar with the matter.Most Read from BloombergIn Cleveland...
I think I'm ready to switch my trading account from E-Trade to RH. I got a little cash up recently from RKLB and SOFI, so probably gonna transfer that out and try to grow it on a more user friendly platform.
A few questions for the RH folks:
1. Do they offer the basic charting options/filters? (moving averages, RSI, ability to create watchlists, etc.)
2. Do they allow access to most of the penny stocks and OTC companies?
3. Are there different tiers, and if so, do you find yourself needing to use anything but the free tier?
I'm moving for a few reasons. I've basically been holding a handful of duds in E-Trade with low liquidity.. and been getting dinged by reorganization fees along the way. Also, I feel like when I DO try to trade, they can never fill my shit in a timely fashion.
I doubt I'll be trading in and out on the daily, but I just want a platform with ease of use and it sounds like RH is the one.
Thanks in advance for the feedback. Lemme know if anyone has a refer link I can use that might put some dough in they pocket.
A few questions for the RH folks:
1. Do they offer the basic charting options/filters? (moving averages, RSI, ability to create watchlists, etc.)
2. Do they allow access to most of the penny stocks and OTC companies?
3. Are there different tiers, and if so, do you find yourself needing to use anything but the free tier?
I'm moving for a few reasons. I've basically been holding a handful of duds in E-Trade with low liquidity.. and been getting dinged by reorganization fees along the way. Also, I feel like when I DO try to trade, they can never fill my shit in a timely fashion.
I doubt I'll be trading in and out on the daily, but I just want a platform with ease of use and it sounds like RH is the one.
Thanks in advance for the feedback. Lemme know if anyone has a refer link I can use that might put some dough in they pocket.
What are your parents worth? Meet the Jackpot Generation
For decades, it’s been the dream that children will grow up to have more opportunities and a better life than their parents did. Not many young people see that as possible anymore. Wealth and income inequality, combined with the affordability and housing crises, have created a world in which a...
thebigstorypodcast.ca
RH gets alot of hate but it is a decent platform. I think the main difference you will notice is that you get better fills with etrade, but if you are buying and holding I don't think that matters much. As for their charts and watchlists its pretty basic but will work. I always get the highest trading tier for options so I can sell naked or covered calls. A lot of people use tradingview as a third party charting site. the free plan is decent and its one of the best charting sites out there.
Appreciate the feedback.. I just need something real basic, options trading once in the blue.... but like you mentioned mostly to fill regular trades with no bs. And nothing too crazy with charting, I just peek at the moving averages to make or weight my buys sometimes.
Thanks again.
Rh has just released charting for desktop. I haven't used yet, I just got notification that it was a new feature. I like webull, I can chart right there on the phone and buy. But RH is so user friendly tho.
yeah 100% agree
For the old salts in the thread.
Roth IRA income limits for 2024 and 2025
Key takeaways
- The amount you can contribute to a Roth IRA—if you can contribute at all—depends on your modified adjusted gross income (MAGI).
- In 2024, your MAGI has to be under $146,000 for single filers or under $230,000 for joint filers to make the full Roth IRA contribution of $7,000 (or $8,000 if you're 50 or older).
- In 2025, your MAGI has to be under $150,000 for single filers or under $236,000 for joint filers to make the full Roth IRA contribution of $7,000 (or $8,000 if you're 50 or older).
Roth IRA income limits for 2024 and 2025 | Fidelity
To contribute to a Roth IRA (and score those sweet tax advantages), you have to fall within the income limits set by the IRS. Here are the Roth IRA income limits for 2024 and 2025.
www.fidelity.com
Blackstone Nears $8 Billion Deal for Jersey Mike’s Subs
Buyout firm Blackstone (BX.N), opens new tab is nearing a deal for Jersey Mike's Subs that would value the U.S. sandwich chain at around $8 billion, including debt, and could be announced as early as this week, a person familiar with the matter told Reuters on Monday.
The Wall Street Journal first reported the news earlier on Monday.
Blackstone and Jersey Mike's did not immediately respond to Reuters' request for comment.
<iframe title="NORTHJERSEY-Embed Player" width="540" height="350" frameborder="0" scrolling="no" allowfullscreen="true" marginheight="0" marginwidth="0" src="https://uw-media.northjersey.com/embed/video/4529200002?placement=snow-embed"></iframe>
Jersey Mike's Sub, a fast casual sub sandwich franchise, operates over 2,800 locations.
In April, Blackstone agreed to buy Tropical Smoothie Cafe, marking its latest investment in a franchise business.
Blackstone's previous franchise deals include the 2007 acquisition of Hilton Hotels and its investment in Servpro, a franchise in the cleanup and emergency restoration industry.
Private equity firms have shown increasing interest in franchise operators. Last year, Roark Capital agreed to buy Subway, in a deal that people familiar with the matter told Reuters said valued the U.S. sandwich chain at up to $9.55 billion, including debt.
Blackstone Nears $8 Billion Deal for Jersey Mike’s Subs
Buyout firm Blackstone (BX.N), opens new tab is nearing a deal for Jersey Mike's Subs that would value the U.S. sandwich chain at around $8 billion, including debt, and could be announced as early as this week, a person familiar with the matter told Reuters on Monday.
The Wall Street Journal first reported the news earlier on Monday.
Blackstone and Jersey Mike's did not immediately respond to Reuters' request for comment.
<iframe title="NORTHJERSEY-Embed Player" width="540" height="350" frameborder="0" scrolling="no" allowfullscreen="true" marginheight="0" marginwidth="0" src="https://uw-media.northjersey.com/embed/video/4529200002?placement=snow-embed"></iframe>
Jersey Mike's Sub, a fast casual sub sandwich franchise, operates over 2,800 locations.
In April, Blackstone agreed to buy Tropical Smoothie Cafe, marking its latest investment in a franchise business.
Blackstone's previous franchise deals include the 2007 acquisition of Hilton Hotels and its investment in Servpro, a franchise in the cleanup and emergency restoration industry.
Private equity firms have shown increasing interest in franchise operators. Last year, Roark Capital agreed to buy Subway, in a deal that people familiar with the matter told Reuters said valued the U.S. sandwich chain at up to $9.55 billion, including debt.
I know i wouldnt sell...mikes is good and i believe its decently profitable...private equity...nah im good..they get it and it turns into a subway...foh!
I know right? Jersey Mike's is actually really good.. I hope this isn't a situation where a Blackstone comes in and fucks shit up in the name of trying to make things "more efficient" in their eyes.
Yep thats the bullshit im talking about...
Of course that's what they are going to do, the only thing that matters to them will be the bottom line and customer service comes last.
Yep im sure this will be true and if things go badly like that i will do like i did at Chipotle...stop going!
Outlook 2025: Building On Strength | Key Takeaways | J.P. Morgan
Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.
- With the global rate cutting cycle well underway, the key question for 2025 is how low rates will go.
- Artificial intelligence is poised to revolutionize productivity across the economy, from pharmaceutical development to white-collar labor.
- With political power shifts perpetuating uncertainty, investors should consider how they are diversifying exposures to bolster portfolio resilience.
A foundation of strength was born out of 2024’s strong market returns as economic growth and inflation came into better balance. Dynamics related to central bank rate cuts and big spending on artificial intelligence (AI) adoption, power, infrastructure and security offer opportunities to build on the gains. However, we think it will be key for investors to complement an opportunistic mindset with a focus on bolstering portfolios against key risks. Of note, shifting global political dynamics and a "reset" of regional priorities could introduce market volatility as investors digest what could be multi-year implications.
As central banks pursue lower interest rates, they face a delicate balance of supporting labor markets and demand while avoiding a rekindling of inflationary pressures. Easing monetary policy may not be as stimulating as some might expect, but we could see benefits for areas like dealmaking and commercial real estate. It also lends to the potential for longer duration fixed-income assets to outperform cash; all the more so in markets like Europe if the region’s growth remains muted and policymakers need to cut rates more quickly.
In the U.S., the Federal Reserve’s policy path could nudge mortgage rates lower, but (unfortunately) 2025 looks unlikely to be the year that housing affordability challenges are cured. That considered, a continuation of housing demand outstripping supply could be supportive for homebuilder stocks.
The rapid evolution of AI will be a critical growth driver in 2025 as new models and applications make their way into mainstream use, reshaping industries and promising efficiency gains. Additionally, the incoming presidential administration seems keen on pursuing a less onerous regulatory environment, offering the possibility of a pickup in mergers and acquisitions, initial public offerings and other capital markets activity that’s been depressed since 2021 – a sector like financials may be a beneficiary.
While investors should embrace potential market tailwinds emanating from the election outcome, staying aware of potential headwinds is just as important. For example, the rise in government debt could be accelerated by an extension of tax cuts, presenting the potential for volatility – especially in bond yields. Fixed-income investors may consider an approach that blends buy-and-hold and actively-managed strategies or introduce allocations to real assets, like gold, in traditional stock-and-bond portfolios for added diversification.
U.S. highlights
- Rate cuts and looser regulation may bring opportunities, even though the main challenge lies in balancing economic growth with inflation risks
- Homebuilders are likely to benefit from strong demand as affordability remains a challenge in the housing market
- AI-driven productivity will make waves in white-collar sectors, potentially “turning labor into software” by automating labor-intensive intellectual tasks
- Health care and pharmaceuticals are set for transformation as AI disrupts patient management and supports drug discovery, including a potential increase in GLP-1 treatments for diabetes and obesity
- Core fixed-income assets and dividend-paying equities will be valuable tools in building income-driven portfolios amid economic shifts
Global highlights
- European fixed-income assets present opportunities if growth remains tepid, especially in an environment of interest rate cuts
- AI and automation are fueling capital investment across multiple sectors, promising productivity boosts globally
- Real assets such as commodities and real estate are attractive options for diversification amid the global political reset
- Infrastructure investment is poised to grow, especially with increased electrification and data center demand worldwide
The bottom line
2025 promises a blend of innovation and volatility, with both challenges and opportunities across global markets. Investors who prioritize portfolio flexibility, income and diversification are more likely to weather the year’s surprises and seize its potential. In this ever-shifting landscape, a well-rounded strategy that balances resilience with exploration of new frontiers will be key to navigating 2025 successfully. Consult a J.P. Morgan advisor for more information on how this could impact your current investment strategy.
I added the Perspectives podcast to my playlist rotation in recent weeks. It's pretty good. Short running times & informative topics re: money / investing ...
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Educational Videos for Businesses to grow, manage and scale. Learn more on website today.
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NVIDIA Announces Financial Results for Third Quarter Fiscal 2025
Record quarterly revenue of $35.1 billion, up 17% from Q2 and up 94% from a year agoRecord quarterly Data Center revenue of $30.8 billion, up 17% from Q2 and up 112% from a year ago SANTA ...