Berrylike
2021-11-26
👍
@jayc：
$Intel(INTC)$is definitely undervalued, however $AMD(AMD)$will grow into it's current valuation allot quicker than expected. Inclusive of $Xilinx(XLNX)$, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before $Apple(AAPL)$does in 1Q23.
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
koolgal
2021-12-13
koolgal
Thanks
什么也没有了～
APP内打开
发表看法
1
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":877331856,"tweetId":"877331856","gmtCreate":1637886492266,"gmtModify":1637886492430,"author":{"id":3581628095158138,"idStr":"3581628095158138","authorId":3581628095158138,"authorIdStr":"3581628095158138","name":"Berrylike","avatar":"https://static.tigerbbs.com/4878189d5bac62b3b7d010c5805981e4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>👍</p></body></html>","htmlText":"<html><head></head><body><p>👍</p></body></html>","text":"👍","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/877331856","repostId":877941896,"repostType":1,"repost":{"magic":2,"id":877941896,"tweetId":"877941896","gmtCreate":1637882996185,"gmtModify":1637882996185,"author":{"id":4090153192826740,"idStr":"4090153192826740","authorId":4090153192826740,"authorIdStr":"4090153192826740","name":"jayc","avatar":"https://static.tigerbbs.com/19c91ee324a75aab3e761bbbe23dc892","vip":2,"userType":2,"introduction":"Think long-term even if you have very little to invest.","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5047,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>is definitely undervalued, however <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>will grow into it's current valuation allot quicker than expected. Inclusive of <a href=\"https://laohu8.com/S/XLNX\">$Xilinx(XLNX)$</a>, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>does in 1Q23.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>is definitely undervalued, however <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>will grow into it's current valuation allot quicker than expected. Inclusive of <a href=\"https://laohu8.com/S/XLNX\">$Xilinx(XLNX)$</a>, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>does in 1Q23.</p></body></html>","text":"$Intel(INTC)$is definitely undervalued, however $AMD(AMD)$will grow into it's current valuation allot quicker than expected. Inclusive of $Xilinx(XLNX)$, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before $Apple(AAPL)$does in 1Q23.","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/877941896","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["INTC","XLNX","AAPL","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":449,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":2841,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6955927,"commentId":"6955927","gmtCreate":1639353081746,"gmtModify":1639353081746,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877331856,"objectIdStr":"877331856","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks","text":"Thanks","html":"Thanks","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/877331856"}
精彩评论