Snapdragon X will match today's AMD AND Intel CPUs

It’s about to get interesting

3 Likes

I have been decreasing my position in AMD which I have held for many years due to the tremendous profits that I had in it. This is just another bit of information to weigh when evaluating one’s investments. I actually am moving towards dividend bearing ETF’s. CONY has performed well for me. Anyways - caromero thanks for this…doc

2 Likes

I’ve been in and out and in and out of AMD…more recently Nvidia of course as well… made a chunk especially recently. Hard to not take some profits and figure out a way to be less exposed if things get squirrely again. After the big COVID runup the pullback that happened cost me years of salary off my portfolio… Consider myself fortunate to have round-tripped that loss after only a couple of years in large part due to the AI runup and the new GLP-1 drugs at Lily and Novo Nordisk. Trying to adapt to a less frenetic mix of investments, breaking bad habits etc… Volatility is more painful than it used to be at this point. I can’t believe that mythical “59 and a half” age is only months away… Been on here since I think 1999 or 1998, K6-2 days I think.

2 Likes

Bernard Baruch: “I made my money by selling too soon.”

You have to start doing this. If you have large profits in a stock, either sell enough that what is left is all profits. Or buy puts if that seems to be a better move==usually for tax reasons.

As far as the story that started this thread, in the semiconductor business, you have to consider realistic ship dates. For a product that is “sampling” compared to something currently shipping, you need to look at what will be available a year from now. I’m not saying this product won’t make it to market and compete with mid-range CPUs and APUs. But comparing a 16-core chip to an AMD 8-core chip? This may be a threat to some Intel parts but not to AMD. (No, I’m not dumping on Intel. Ryzen is dominating the high-end, while Intel is selling lots of mid-range and low-end APUs to people who are not gaming or whatever.)

I have a 12-core 7900X running at 4.8 GHz. I suspect I outperform all the processors in their comparison. :wink:

3 Likes