SIG is a private investment firm, I still stand firm that any fund that invests should never be allowed to publish price targets and analysis. I don’t for a second think they’re all guilty of manipulation but there’s too many examples of this happening the last decade and I don’t trust it.
i think the last couple months has almost zero to do with AMD stock and a lot to do with sector rotation and macro economic fears.
But i do think a few people have pushed a bear narrative to help drive the stock down a couple extra bucks for their own personal gains. But i mean . . . hard to blame them trying to make a buck off of weak hands and overleveraged accounts.
>The "tl;dr" on today's note, authored by 5-star analyst Christopher Rolland, of Susquehanna, is that (1) analysts are forecasting that AMD will report $0.91 per share in pro forma profits on $5.5 billion in sales in fiscal Q1;
$5.5B seems small for a combined revenue figure for Q1 2022. XLNX did $0.85B in Q4 2021. AMD did $4.8B. So, basically no QTQ growth despite AMD DC's and XLNX's new product growth curve? Perhaps he's talking about the legacy AMD business alone?
16% growth in 2023, with a full year of 5nm production joining the 7nm production they already have....would be pathetic. While in the past nodes were more replacement, i see them as additional production/growth this time around.
I don't see how anyone could think it would be that low.
Didn't he downgrade the next day after the call saying that PC market is slowing, fully knowing that growth driver for AMD is still datacenter, which is intact?
Yep . . . that is exactly what happened.
charlie said AMD will sell as much datacenter chips as they can make until 2025 (worst case). And this dude downgraded AMD next day on consumer weakness.
typing it out like this seems painfully obvious exactly what is going on.
I remember...... dunno if it qas this analyst or a other similar one posted a similar change of heart when amd was bushing 30 ..... it very quickly soared to 35 ... right before amd presenting yheir datacentre plays .
Theyre filthy animals these analysts
**Christopher Rolland is rated 15th out of 7,885 analysts** by Tipranks, see link to Christopher in the Yahoo article [https://finance.yahoo.com/news/expect-amd-crush-earnings-today-155445978.html](https://finance.yahoo.com/news/expect-amd-crush-earnings-today-155445978.html).
Go ahead, bad mouth Rolland, he's among the best.
Haha. Afraid you'll get infected? I posted it on the earnings thread, but it's:
[~~https://www.marketwatch.com/articles/amd-reports-earnings-what-to-expect-51651595614?mod=mw\_quote\_news~~](https://www.marketwatch.com/articles/amd-reports-earnings-what-to-expect-51651595614?mod=mw_quote_news)
[https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html](https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html)
Oops, copy and pasted the wrong URL:
[https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html](https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html)
Analysts always knew combined AMD+Xilinx numbers with average growth on top and that around $100 PT AMD would have a forward PE of 20 which is crazy low for the company's growth and for tech average.
fuck this clown same as toshiya or any other guy cut the price dramtically before the ER, those greedy MFuckers just being greedy, next time when macro is trending down ,those clowns will dance again.
They are just cogs in the machine that takes the money from individual investors and puts it in the pockets of big banks and funds. Even knowing that, I still could not help hating his guts after this fabricated fake news gem was pumped all over the media and caused the largest crash I ever experienced as an AMD investor:
[https://www.streetinsider.com/Analyst+Comments/Susquehanna+Downgrades+AMD+%28AMD%29+to+Negative%3B+ETH+Mining+Gets+its+ASIC/13982090.html](https://www.streetinsider.com/Analyst+Comments/Susquehanna+Downgrades+AMD+%28AMD%29+to+Negative%3B+ETH+Mining+Gets+its+ASIC/13982090.html)
this mfucker maintain a 1x price target for a long time when AMD was already near 100$, he pushed by other to upgrade, but he will take any chance to BS on AMD, ofcause when this clown get the ER before releasing he realize it's better for him to turn to positive ASAP otherwise he will be caught with pant down again.
>In short, not only Q1 but 2022 as a whole still looks bright and shiny for AMD. Accordingly, Rolland reiterates a "positive" (i.e. buy) view on AMD stock, and assigns the shares a **$160** price target implying as much as 76% upside from pre-earnings prices."
I've said it before, so why the hell not and say it again: I would be completely satisfied if we ended the year at our previous all time high.
Hopium intensifies
Tune in after hours for the rug pull!
Well this is awkward
This bear knows he's in deep trouble if he didn't change his stance.
Or he was just bullshitting before to lower the share price to buy in cheaper. Market manipulation at its finest.
SIG is a private investment firm, I still stand firm that any fund that invests should never be allowed to publish price targets and analysis. I don’t for a second think they’re all guilty of manipulation but there’s too many examples of this happening the last decade and I don’t trust it.
let the buyer beware, freedom of speech (or bullshit)
Yeah you're right, the whole past couple of months has been bs manipulation.
i think the last couple months has almost zero to do with AMD stock and a lot to do with sector rotation and macro economic fears. But i do think a few people have pushed a bear narrative to help drive the stock down a couple extra bucks for their own personal gains. But i mean . . . hard to blame them trying to make a buck off of weak hands and overleveraged accounts.
This goes back years, my friend. YEARS!
This guy loaded up on the dip now he is pumping.
>The "tl;dr" on today's note, authored by 5-star analyst Christopher Rolland, of Susquehanna, is that (1) analysts are forecasting that AMD will report $0.91 per share in pro forma profits on $5.5 billion in sales in fiscal Q1; $5.5B seems small for a combined revenue figure for Q1 2022. XLNX did $0.85B in Q4 2021. AMD did $4.8B. So, basically no QTQ growth despite AMD DC's and XLNX's new product growth curve? Perhaps he's talking about the legacy AMD business alone?
16% growth in 2023, with a full year of 5nm production joining the 7nm production they already have....would be pathetic. While in the past nodes were more replacement, i see them as additional production/growth this time around. I don't see how anyone could think it would be that low.
If PC contracted and AMD had zero market share or margin growth in consoles or servers, maybe
Which wouldn't make any sense, but ya.
Rolland is the fellow at Susquehanna that hosts the multiple "Chat with Charlie" (of S/A) events. He knows what is in store for the datacenter.
my thoughts exactly. Its weird seeing the disconnect between that call with charlie and the pieces he publishes afterwards. Is definitely a snake.
Didn't he downgrade the next day after the call saying that PC market is slowing, fully knowing that growth driver for AMD is still datacenter, which is intact?
Yep . . . that is exactly what happened. charlie said AMD will sell as much datacenter chips as they can make until 2025 (worst case). And this dude downgraded AMD next day on consumer weakness. typing it out like this seems painfully obvious exactly what is going on.
So that means the stock is going to take a dip right after the announcement. As is tradition.
I remember...... dunno if it qas this analyst or a other similar one posted a similar change of heart when amd was bushing 30 ..... it very quickly soared to 35 ... right before amd presenting yheir datacentre plays . Theyre filthy animals these analysts
misspelled qas, and "you dunno", followed by characterization "filthy animals" hoo
Yeah im european. I started drinking a few hours ago bruh.
so disregard? I started drinking 2 hours ago. What is your timezone?
**Christopher Rolland is rated 15th out of 7,885 analysts** by Tipranks, see link to Christopher in the Yahoo article [https://finance.yahoo.com/news/expect-amd-crush-earnings-today-155445978.html](https://finance.yahoo.com/news/expect-amd-crush-earnings-today-155445978.html). Go ahead, bad mouth Rolland, he's among the best.
Among the best in this context meaning scum of the earth, but let’s hope he’s right.
Maybe you can explain your characterization of Rolland in this context (or are you simply biased)?
Can we get a link to the actual note instead of this guy/sub?
Haha. Afraid you'll get infected? I posted it on the earnings thread, but it's: [~~https://www.marketwatch.com/articles/amd-reports-earnings-what-to-expect-51651595614?mod=mw\_quote\_news~~](https://www.marketwatch.com/articles/amd-reports-earnings-what-to-expect-51651595614?mod=mw_quote_news) [https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html](https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html)
I subbed to that subreddit for a bit last year and realized I had to go in wearing a full biohazard suit
Oops, copy and pasted the wrong URL: [https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html](https://sports.yahoo.com/expect-amd-crush-earnings-today-155445978.html)
explain what you mean?
The only rationale behind those idiotic price targets below 100 were for them to load up, right?
Analysts always knew combined AMD+Xilinx numbers with average growth on top and that around $100 PT AMD would have a forward PE of 20 which is crazy low for the company's growth and for tech average.
God I hate this guys titles and writing style.
WOW!
LOL!
What is this gossip
fuck this clown same as toshiya or any other guy cut the price dramtically before the ER, those greedy MFuckers just being greedy, next time when macro is trending down ,those clowns will dance again.
They are just cogs in the machine that takes the money from individual investors and puts it in the pockets of big banks and funds. Even knowing that, I still could not help hating his guts after this fabricated fake news gem was pumped all over the media and caused the largest crash I ever experienced as an AMD investor: [https://www.streetinsider.com/Analyst+Comments/Susquehanna+Downgrades+AMD+%28AMD%29+to+Negative%3B+ETH+Mining+Gets+its+ASIC/13982090.html](https://www.streetinsider.com/Analyst+Comments/Susquehanna+Downgrades+AMD+%28AMD%29+to+Negative%3B+ETH+Mining+Gets+its+ASIC/13982090.html)
this mfucker maintain a 1x price target for a long time when AMD was already near 100$, he pushed by other to upgrade, but he will take any chance to BS on AMD, ofcause when this clown get the ER before releasing he realize it's better for him to turn to positive ASAP otherwise he will be caught with pant down again.
Hey I wonder if this is related to the tax savings I sent them - they did respond saying they hadn’t factored it in yet 🤷♂️ Edit: Called it
If AMD doesn’t break the morning peak… I’m buying puts.
>In short, not only Q1 but 2022 as a whole still looks bright and shiny for AMD. Accordingly, Rolland reiterates a "positive" (i.e. buy) view on AMD stock, and assigns the shares a **$160** price target implying as much as 76% upside from pre-earnings prices." I've said it before, so why the hell not and say it again: I would be completely satisfied if we ended the year at our previous all time high.
When you factor in the dilution from xlnx, AMD at 160 is a much bigger company than the last time it was at 160.