7 ms·

> Since then, AMD's stock has soared—from less than US $2 per share to more than $110. Quite a turnaround.

The_rationalist 5y ago
I bought at $2
beebeepka 5y ago
Still kicking myself for missing out on the 2 dollar bonanza. 50 times growth is no joke. Even some regular folks might've made their first million with Lisa. Is it too late to buy AMD stock? It hasn't made much progress since last year. ASML, on the other hand, has had a fantastic couple of years. Buying stock nisbrisky. Being indecisive is also risky due to the crazy inflation.
- Macha 5y ago
  I bought some a few months back at $80, it's now at $105, so it's still grown in recent times. My feeling is it really depends on if they can cement themselves enough to pick up serious datacenter share before someone gets into a technically competitive position (Intel getting their plans back together, an ARM vendor convincing people to make the switch). From what Intel's revealed so far, that feels a couple of years out still.
- bejelentkezni 5y ago
  Time in the market beats timing in the market. It sounds like a meaningless mantra or cop-out, but really, there's no reason to regret missing $2 when there's no time or reason in the foreseeable future where a silicon portfolio won't perform bonkers. Disclaimer: I own no stock.
  - tkojames 5y ago
    This and if you owned just total market index funds you are up over 40 percent from last year. I never try to beat the market just ride it. I am in it for the long term.
- enchiridion 5y ago
  If you want a moderately more risky play, consider buying XLNX. AMD bought XLNX for an all stock deal at a fixed conversion rate (as in it stays the same regardless of the price of the two sticks) of 1.7. Currently the ratio is only 1.5 due to uncertainty if the deal will get through regulatory approval, which is a nice arbitrage opportunity if you think it will.
  - vasco 5y ago
    Which is a bet. Both can go down together and close the gap on the way. Or the deal may not be approved by regulators or a million other things.
- celim307 5y ago
  I bought 10k shares @ 2.60, but had to divest for various work related and legal reasons. How do you think I feel? Also had to sell a similar stake in Microsoft before the turnaround :(
  - agumonkey 5y ago
    I found trading vapid and soulless, but there are some very philosophical notions about profit and choice facing uncertainty that are somehow fascinating. I found this to match existential questions in harsh times.
    - em3rgent0rdr 5y ago
      What do you expect out of trading? To get a soul-inspiring philosophical revelation? But trading is simply trading...exchanging things you have for things others have that you believe will in net bring more benefit to you. Get your soul-enriching experiences elsewhere, and use the money you get from trading to help find them.
      - agumonkey 5y ago
        I find your comment of low value.
    - AQuantized 5y ago
      I've enjoyed trading a lot, but find that when I/others become consumed by it alone that it's a bitter existence. By avoid daytrading, and ensuring I'm not invested in anything that I'm forced to constantly worry about or check, it takes a long of the sting out.
      - agumonkey 5y ago
        I don't know about you but everytime I sold a near top I felt bad for the people that bought. That's why I found it soulless, a lot of it revolves on the fact that some people are in better position financially and informationally to make gains at the expense of others. Now maybe I'm too mellow but that's how I felt doing it at first. Maybe I'd rather be a team leader that makes everybody happier working together and sharing.. I can't say.
- m0zg 5y ago
  With what's going on in China (Lehman Brothers 2.0 on steroids and cocaine, and printing press that puts US Fed to shame), and massive over-valuation of the stock market in the US now would not be a good time to buy _any_ stocks IMO. This is not financial advice: use your own brain.
  - svet_0 5y ago
    People are saying this every day from the day the stock market opened. The reality is that the market is practically a random walk and to find alpha you mostly need luck.
    - m0zg 5y ago
      Right now you're much more likely to _not_ find luck. Look up Evergrande. But hey, it's your money, feel free to give all of it to me, via my short positions.
- omgwtfbyobbq 5y ago
  Ditto. I remember thinking at $6+ it wasn't as appealing. Did the same thing with Tesla at about $70.
- lhl 5y ago
  I bought at <2, at 5, at 10, at 20, 30, 50, and most recently (just a few months ago during the last retrace) at 75. AMD has been an execution machine, and honestly, even if/when Intel finally brings back competition, AMD will be fine as long as they keep executing. At this point, there are probably better risk-adjusted places to put your money, but to your point on inflation - 40% of all USD was printed last year, so it seems to me, anyone looking to preserve their savings would be best served looking for some hard assets.
  - meltedcapacitor 5y ago
    An AMD share gives you ownership of circa $2 worth of hard assets (net tangible assets), an extra $1 of soft assets (rest of balance sheet: IP, goodwill, etc), and $102 worth of... other things. How much of that is hopium and how much is fair value of future prospects?
- arvinsim 5y ago
  I have been following AMD because of their hardware improvements.l since 1xxx. I was not financially savvy at that time. If I was, I would have bought their stocks

I bought at $2

Still kicking myself for missing out on the 2 dollar bonanza. 50 times growth is no joke. Even some regular folks might've made their first million with Lisa. Is it too late to buy AMD stock? It hasn't made much progress since last year. ASML, on the other hand, has had a fantastic couple of years. Buying stock nisbrisky. Being indecisive is also risky due to the crazy inflation.

Macha 5y ago
I bought some a few months back at $80, it's now at $105, so it's still grown in recent times. My feeling is it really depends on if they can cement themselves enough to pick up serious datacenter share before someone gets into a technically competitive position (Intel getting their plans back together, an ARM vendor convincing people to make the switch). From what Intel's revealed so far, that feels a couple of years out still.
bejelentkezni 5y ago
Time in the market beats timing in the market. It sounds like a meaningless mantra or cop-out, but really, there's no reason to regret missing $2 when there's no time or reason in the foreseeable future where a silicon portfolio won't perform bonkers. Disclaimer: I own no stock.
- tkojames 5y ago
  This and if you owned just total market index funds you are up over 40 percent from last year. I never try to beat the market just ride it. I am in it for the long term.
enchiridion 5y ago
If you want a moderately more risky play, consider buying XLNX. AMD bought XLNX for an all stock deal at a fixed conversion rate (as in it stays the same regardless of the price of the two sticks) of 1.7. Currently the ratio is only 1.5 due to uncertainty if the deal will get through regulatory approval, which is a nice arbitrage opportunity if you think it will.
- vasco 5y ago
  Which is a bet. Both can go down together and close the gap on the way. Or the deal may not be approved by regulators or a million other things.
celim307 5y ago
I bought 10k shares @ 2.60, but had to divest for various work related and legal reasons. How do you think I feel? Also had to sell a similar stake in Microsoft before the turnaround :(
- agumonkey 5y ago
  I found trading vapid and soulless, but there are some very philosophical notions about profit and choice facing uncertainty that are somehow fascinating. I found this to match existential questions in harsh times.
  - em3rgent0rdr 5y ago
    What do you expect out of trading? To get a soul-inspiring philosophical revelation? But trading is simply trading...exchanging things you have for things others have that you believe will in net bring more benefit to you. Get your soul-enriching experiences elsewhere, and use the money you get from trading to help find them.
    - agumonkey 5y ago
      I find your comment of low value.
  - AQuantized 5y ago
    I've enjoyed trading a lot, but find that when I/others become consumed by it alone that it's a bitter existence. By avoid daytrading, and ensuring I'm not invested in anything that I'm forced to constantly worry about or check, it takes a long of the sting out.
    - agumonkey 5y ago
      I don't know about you but everytime I sold a near top I felt bad for the people that bought. That's why I found it soulless, a lot of it revolves on the fact that some people are in better position financially and informationally to make gains at the expense of others. Now maybe I'm too mellow but that's how I felt doing it at first. Maybe I'd rather be a team leader that makes everybody happier working together and sharing.. I can't say.
m0zg 5y ago
With what's going on in China (Lehman Brothers 2.0 on steroids and cocaine, and printing press that puts US Fed to shame), and massive over-valuation of the stock market in the US now would not be a good time to buy _any_ stocks IMO. This is not financial advice: use your own brain.
- svet_0 5y ago
  People are saying this every day from the day the stock market opened. The reality is that the market is practically a random walk and to find alpha you mostly need luck.
  - m0zg 5y ago
    Right now you're much more likely to _not_ find luck. Look up Evergrande. But hey, it's your money, feel free to give all of it to me, via my short positions.
omgwtfbyobbq 5y ago
Ditto. I remember thinking at $6+ it wasn't as appealing. Did the same thing with Tesla at about $70.
lhl 5y ago
I bought at <2, at 5, at 10, at 20, 30, 50, and most recently (just a few months ago during the last retrace) at 75. AMD has been an execution machine, and honestly, even if/when Intel finally brings back competition, AMD will be fine as long as they keep executing. At this point, there are probably better risk-adjusted places to put your money, but to your point on inflation - 40% of all USD was printed last year, so it seems to me, anyone looking to preserve their savings would be best served looking for some hard assets.
- meltedcapacitor 5y ago
  An AMD share gives you ownership of circa $2 worth of hard assets (net tangible assets), an extra $1 of soft assets (rest of balance sheet: IP, goodwill, etc), and $102 worth of... other things. How much of that is hopium and how much is fair value of future prospects?
arvinsim 5y ago
I have been following AMD because of their hardware improvements.l since 1xxx. I was not financially savvy at that time. If I was, I would have bought their stocks