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RainbowAlgo: SPY 5-19 Weekly Recap & Look-ahead Analysis
Motorola Solutions stock pops on JP Morgan upgrade (MSI)
Is MSI a stock that is worth looking into?
ASTK's liquid cooling technology is powering EVGA's highest-performing CPU cooler series to date
This 20 dollar stock is an undervalued metaverse play - great long term buy and hold. I'm ready for the big bucks!
Does everybody remember this one from August? Big news out today! Siyata Mobile (NASDAQ: SYTA) Unveils Landmark Partnership with Motorola
Does everybody remember this one from August? Big news out today! Siyata Mobile ( NASDAQ: $SYTA ) Unveils Landmark Partnership with Motorola
Patriotic Bets- Stocks of the week $AAPL,$TSLA,$MSI,$AA,$ADMP
MOST OPTIMISTIC CRYPTOS/TICKERS week of (8/30 - 9/3)
Crying over your heavy $CRSR bags? Then this is the DD for you...sort of.
Next nets further investment as $4bn-valued InsurTech eyes global expansion
Mentions
That's a cynical distortion rooted in ignorance of what each company does Nvidia designs graphics cards: most of the graphics cards are actually physically made by companies like Asus, Gainbyte, and MSI. Coreweave buys the graphics cards and integrates them into functional data centers to provide compute, and Nvidia uses compute for R&D, as a lot of companies do
Been buying some Axon and MSI for a swing.
She’s Canadian. MSI called and told them she is t worth the second shock. I have to agree. She was a nasty person.
If INTC hits $30 I’m buying the MSI Claw with intel chip to celebrate. 🙏
Telling y'all to go long on MSI as long as you still can, I think there's a further 10% upside short term and 30% long term at least. Great company with so so much potential.
https://preview.redd.it/i79a5cehnohf1.jpeg?width=828&format=pjpg&auto=webp&s=6b389e373992cd23a5d2b71d3040d018d27aff0a I posted this a bit ago. This is the chart for Motorola solutions (MSI).
MSI reporting earnings today, got a small-ish high leverage call. expecting good performance later, honestly could see it beating expectations.
Does that mean that chips in devices will get tariffs or only standalone chips will get tariffs? I may need to buy that Ryzen 9900X and MSI Tomahawk 870E along with RAM, SSD and PSU this week instead of waiting around to find out.
You do realize Nvidia's offices were raided in France for supposedly threatening GPU allocation if partners switched right? It's not the only example of Nvidia coercing it's partners either. Back in 2018 Nvidia's GeForce partner program was canceled after it was found out that Nvidia conditioned allocation of it's GPUs to partners based on whether they pulled premium branding from AMD products. I should point out that while the GPP was canceled, the parties to the original GPP contract (Gigabyte, MSI, and ASUS) have indeed pulled their premium SKUs from AMD. Go and look at the 7000 and 9000 series AMD products from Gigabyte, ASUS, and MSI. Their top end SKUs in Suprim, Master, and Strix aren't available on AMD. Nvidia has lost 3 partners (BFG, XFX, and it's biggest partner EVGA) due to it's abusive behavior. Anyone claiming Nvidia doesn't have a long history of being crap to it's partners and anti-competitive is either ignorant or lying. That's before we even get into Nvidia's past shenanigans with GameWorks, cheating benchmarks, lying to investors, or lying about the amount of VRAM on it's video cards (it was sued and lost for failing to disclose the fact that the GTX 970 had 0.5 GB of slow memory it didn't disclose to customers). I mean a single glance at Nvidia's benchmark numbers will tell you what kind of company it is. "2x the performance of last gen" when blackwell is barely 3% faster in a like for like comparison to Lovelace.
I bought an MSI World index at the top today am I cooked?
Here are 5 more: Cisco Systems, Inc. (CSCO)Peak and Decline: Cisco, a networking hardware giant, peaked at around $80 in 2000 during the dot-com bubble. By 2025, it trades around $50, a decline of about 35% from its peak, with periods of stagnation.Reason for Decline: The rise of cloud-based networking and software-defined solutions from companies like Amazon (AWS), Microsoft, and smaller players like Arista Networks reduced demand for Cisco’s traditional hardware. Its slow shift to software and subscriptions hurt its growth.Current Status: Cisco is transitioning to software and cybersecurity, but it’s no longer the dominant force it once was. International Business Machines Corporation (IBM)Peak and Decline: IBM’s stock peaked around $215 in 2013. By April 2025, it trades at $236.22, but this reflects a recovery from lows around $100 in 2020, and it’s still below its inflation-adjusted highs from decades ago. IBM’s market cap has not kept pace with tech giants like Apple or Microsoft. Reason for Decline: IBM struggled to compete in cloud computing against Amazon (AWS), Microsoft (Azure), and Google Cloud. Its legacy mainframe business, while stable, was overshadowed by emerging AI and cloud technologies. IBM’s pivot to hybrid cloud and AI (via Watson and Granite models) has been slow to regain investor confidence. Current Status: IBM is a leader in generative AI and consulting, with a $285 price target from analysts, but it’s no longer a tech pacesetter. Sun Microsystems (Acquired by Oracle)Peak and Decline: Sun Microsystems, a leader in servers and Java, peaked at over $250 (adjusted) in 2000. By its acquisition by Oracle in 2010, its stock was valued at $9.50 per share, a decline of over 95%.Reason for Decline: Sun’s SPARC servers and Solaris OS lost ground to Linux-based systems and commodity hardware from Intel and emerging cloud providers like AWS. Companies like Red Hat and Amazon disrupted its enterprise market.Current Status: Sun no longer exists as an independent entity, absorbed into Oracle, which itself faces competition from newer cloud players. Motorola Solutions, Inc. (MSI) (Legacy Mobile Business)Peak and Decline: Motorola, a mobile phone pioneer, peaked in the early 2000s with a stock price around $60 (adjusted). Its mobile division was sold to Google in 2012 for $12.5 billion, reflecting a steep decline in its consumer tech value. MSI now trades around $400 but focuses on enterprise communications, not mobile phones.Reason for Decline: Motorola’s RAZR phones were iconic but couldn’t compete with Apple’s iPhone and Android devices from Samsung. Emerging smartphone ecosystems outpaced Motorola’s innovation.Current Status: Motorola Solutions focuses on public safety and enterprise communications, while its mobile phone legacy lives on under Lenovo, with minimal market impact.Yahoo! Inc. (Acquired by Verizon)Peak and Decline: Yahoo’s stock peaked at over $125 in 2000 during the dot-com bubble. By its acquisition by Verizon in 2017 for $4.48 billion, its core business was valued at a fraction of its peak, with shares effectively worthless compared to historical highs.Reason for Decline: Yahoo lost its search and advertising dominance to Google and failed to compete in social media against Facebook (Meta). Emerging companies in search, social, and cloud services rendered Yahoo’s portal model obsolete.Current Status: Yahoo’s remnants operate under Verizon’s media group, but its brand and market presence are minimal.
Newegg Commerce, Inc. operates as an electronics-focused e-retailer in the United States, Canada, and internationally. The company offers desktops, laptops, gaming laptops, peripherals, and accessories; CPU/processors, graphic cards, motherboards, storage devices, and computer accessories; and software, virtual reality, gaming consoles, networking, digital games, home appliances, gaming desks/chairs, and TVs. It provides supply chain third-party services, such as Shipped by Newegg, offers warehousing and fulfillment services; Newegg Logistics, provides warehousing, inventory management, order processing, packing, and shipping; and Newegg Staffing, offers clerical, manufacturing, and logistics employee placement. In addition, the company operates B2C platforms, including Newegg.com, an online e-commerce platform; Newegg.ca, an e-commerce platform focusing on IT/CE products; and Newegg Global, as well as mobile apps; and B2B platforms comprising NeweggBusiness.com. It sells its products under the Asus, MSI, HP, Lenovo, Acer, Microsoft, Samsung, LG, Gigabyte, Logitech, Intel, AMD, MSI, Corsair, ASRock, Western Digital, Seagate, G.Skill, Meta, PlayStation, Dyson, Netgear, Nintendo, H&R Block, and Adobe brands. The company was founded in 2001 and is headquartered in Diamond Bar, California. Newegg Commerce, Inc. is a subsidiary of Digital Grid (Hong Kong) Technology Co., Ltd.
Oh really…? Tell that to BKNG, or CitiGroup, or AIG, or MSI, or ZG, or SE….
I had 15 laptopa jot even one mać, HP,Lenovo, MSI, Dell but not mać, this dude is from russian or pakistan
Did you see the video of Trump with the President of S. Africa talking about the Afrikaner graves. Between that and Abrigo's MSI tats, we are so fucking cooked. The dude has legit brain damage.
MSI RDDT GOOG HOOD all smash er and get punished 
In January this year, MSI lauched the first ever computer power supply with SiC. Power electronics, like client and server power supplies and inverters are just beginning to consider SiC. Those can be a way bigger market that electric vehicles as SiC does allow for more compact and slightly more efficient design than traditional silicon mosfet based designs. But... ramp up is not going to be overnight, rather will take a few good years. For Wolfspeed it's critical to ramp up production of their 200mm fab because once in full production they can actually produce cheaper than competition. This can create a cascading effect as cheaper means more adoption and more demand.
I will buy a MSI MPG 322URX monitor ($1299 before taxes) if I make 6 figures this year.
I'm looking at MSI or Samsung for my next monitor
Saw an MSI oled model that was $899 a month earlier listed today for $1299 shipped and sold by Amazon  Yall don’t know what’s coming
I got mine for 1400 usd LOL used at a microcenter it works fine it’s a MSI trio x
Let’s go picked up another $40 from the MSI second mini pump
Hi everyone, this is my portfolio, I've started investing last year, I'm 30 and take in mind I don't live in the US. * SPY 50% * PLTR 10% (was lower but grew when it skyrocketed) * AMZN 9% * MSI 8% * QQQ 7% * PANW 6% * MELI 4% * ISRG 3% * NVDA 3%
"What are your thoughts?" It would appear that we're somewhere between sort of "phase 1" (spending on data centers and other capex) and "phase 2" (if ai is now cheaper, who benefits - and that's not necessarily tech.) It feels like anyone with a lot of data benefits (Meta; in healthcare I think IQV's data is underappreciated.) I think names that generate/deal with a lot of imaging will benefit from reasonably priced AI - GEHC, for example - or something like MSI (https://www.motorolasolutions.com/en_xl/video-security-access-control/video-analysis-artificial-intelligence.html) "Edge computing" names benefit in tech - look at Cloudflare lately. Software names have done well lately and there will be some winners but I still have a difficult time not seeing how some software names (ADBE) aren't potentially facing lasting challenges given the current state of the business at least. This is a very basic take written early in the morning, but basically: I don't think phase 1 is entirely over but if you are a company involved in building data centers and the growth in that seemed to stretch beyond the horizon for years, now we're looking at a situation where you still might have contacts *to* the horizon but the market just re-rated the *beyond* the horizon much (and in some cases much much) lower.
$intc Two new MSI and Intel Steam Deck rivals could launch imminently, leak suggests The 8-inch MSI Claw 8 AI+ and 7-inch MSI Claw 7 AI+ will be the first Intel Lunar Lake handheld gaming PCs, and could launch this December. https://www.pcgamesn.com/msi/claw-8-ai-preorders
MSI, basically a monopoly and you know Trump will fund the police. It’s done very well for me.
If I would have taken the $ I used to by my first MSI NVDA Gtx 3070 in 2016 I would be rich.
PC part picking is just so confusing. I'm now searching for "RTX 3080" (an old reddit thread suggested this is enough to max out HL Alyx) but find an insane amount of different choices. One from MSI, one ASUS, one NVDA. I'm lost 
On my game reddit thread I posted what my potential PC build will be 28 days ago. (wont allow me to add photo here) [https://www.reddit.com/r/Exospheres/](https://www.reddit.com/r/Exospheres/) What I do know is my current pc is so old it is no longer supported by windows updates, bluescreens often due to space issues and makes me cross my fingers every time I turn it on. It's a MSI Night blade 2 stock and is basically a zombie at this point. Believe it was 2016 when I bought it. Point I'm trying to make is no more money is going into this particular pc. I do appreciate your input. It's honestly the stupid video card that is 1/3 of the 6k and it's not even the best either it's only a 4080. My 1080 is just obsolete at this point basically. I will stop rambling. thanks again!
Why would holding assets in a different country tank their valuations? Global companies have assets all around the world. Shareholders in general don’t care where they’re stored and if it’s the same place as they’re listed. Your point regarding shareholders is also interesting. Ofcourse American investors benefit but again just because the stock is American it doesn’t mean it’s held solely by Americans, pension funds all around the world hold stock in American companies and the S&P 500/MSI all world are the go to ETF’s for relatively safe investing. 40% of my UK pension is invested in the S&P 500 and as a UK citizen I regularly invest in US stock, I can buy £20k~$26k every year of stock in companies listed all around the world and never pay a penny in tax on the capital gains. The US market often has stocks that interest me so I have a fair chunk invested in the US.
Also work for MSI 👍 they have a great story and great numbers and an excellent future
I started working for MSI two years ago. The stock performance has been explosive in that time span. They have a really interesting story with how they were forced to sell the phone side of the business in the wake of the iPhone. They’ve managed to completely reinvent themselves as an enterprise security leader.
MSI I rarely see it mentioned here, but it has done pretty well since 2020.
$SFM and $MSI have the BEST charts.
But now MSI / KDE volume is increasing target 185-200
MSI and WM SPOILER ALERT: I will actually sell one day because of $$$
Fr, I'm surprised I don't see Motorola here more often. Their 10 year chart looks like a straight exponential, just pure growth. Didn't really even get rocked during 2022-23. This is my latest (and most ambitious) play on MSI; all my previous investments in MSI panned out nicely too. MSI be treating me well ☺️
MSI Claw will be shipped with Lunar Lake and proper battery. I have seen comments in handhelds area, people are looking forward to it.
I think MSI is super underrated. With a beta of less than 1 and a dividend it sweetens the deal for me. In the public safety technology space, they have a monopoly and are constantly growing and buying out competitors. Spending/funding public safety does not appear to be under threat and most citizens are supportive of increasing it (i know I am), so it's a great market space to be the leader in. I *do* think that they have a path for continued growth unless/until they get hit with antitrust actions for being a monopoly. Even then, MSFT has shown us that antitrust litigation is just an OpEx and only a pause in growth.
I'm really excited for the MSI Claw 8 AI+ - I think it will be the one of the top performing handheld devices when released. Lunar Lake should also be able to last longer on battery than any of the competition.
Anyone looking at MSI recently, stock is up 110% since February and a very steady climb at that
Motorola is the best stock. Literally only goes up, perfectly run business. 10x bagger since it came online Buy $MSI for steady predictable returns
I've been paying attention to MSI - Motorola Solutions. I have a few shares: 38% up this year, 56% YoY, steady growth.
MSI is the best stock. Literally has never gone down
MSI. 36% YTD with a great outlook ahead.
That's nice but Intel stock has been warmed-over puke since 2010, and it's down 2/3 since 2021. Mostly because it handed over its future to TSMC. Its entire history since 2000 has been repeated failures to grasp opportunities (as opposed to MU, ASML, TSMC, KLAC, LRCX, TER, ON, MSI, AMD, AVGO), so much so that I'd expect it to be an institutional feature at the company.
No idea. I have never bought anything before now, so idk haha. Everything I bought is not hot off the shelf by any means. * Ryzen 7 7700x * RTX 4070 Super * DDR5 RAM * PCIE Gen 4 SSD * MSI B650 Tomahawk WiFi motherboard Most of it is almost 2ish years old.
You pussies panic while I continue to accumulate NVDA and MSI
Well it’s only -30%. Quite frankly I am serious. I mean you could have lost 80-90% and then recover is hard. 30% for a company the size of Intel is possible to regain (and yes it’s more % to go upwards but still possible) You have to understand something very fundamental here: you have not lost any money at all. It’s all there in the % of Intel (as part of the company) and also it’s very likely you will at least go back to 0% loss over 20 years max-ish. Take the stress out of your life; don’t watch this every day. Bury it and look at it in 2-3 years again. Nothing else would make sense, except: get out of the while position and into Index (e.g MSI world) and just wait until you retire - it will have easily caught up on the losses with some average, and compounded, interest rate of 4-5% yearly.
I’m going to sit on my ass and watch MSI go to the moon.
36 yo with about a $20k account. Used to live in UK so only buy UK stocks. PnL after taxes and fees just over 40% YTD. Capital Gains Kills me a bit as tax is a flat 30% on any gains. Holdings are BAB - 7% CRN - 7% CKN - 5% CHRT - 8% COST - 10% CWK - 8% KLR - 9% MER - 8% MSI - 9% RNO - 12% RNWH - 7% W7L (Position 1) - 8% W7L (Position 2) - 6%
If China invades Taiwan, there'll be no Asus, Gigabyte, MSI etc etc. There'll be almost no motherboard manufacturers to pit Intel's shit into.
My MSI Afterburner does all the time
The things to understand are 1) Time in the market is always preferable to timing the market. With medical school you won't have time to buy and sell. Find good stocks you know and buy and hold. Try to invest at first in companies with good dividends and reinvest the dividends. Compound interest is your friend. Some good ones are SHEN and MSI but do your own research. 2) Dollar cost averaging is the best way to invest. All of the present platforms offer regular investing with no commissions and fractional shares. Pick a price point you can afford $5.00/week. $10.00/ per week or whatever and invest that much every week. The platform will buy a fraction of the share price. So SHEN is presntly at $16 $5.00 would buy .32 shares MSI is at $385 $5.00 would buy .0129 shares. When the price is up you buy less, when the price is down you buy more. Consistentcy is what wins. There also is a platform called STASH that offers a cash card that buys fractional shares in every company you buy from. McDonalds, Marathon Petroleum, Lowes, etc. Sort of like the gas premium cards but it buys stock for everything you buy. 3) Finally, pay yourself first. Every time you get a new job or a raise take a percentage of the raise and bump your weekly investment. It all adds up.
I like Motorola Solutions Inc. MSI for a long term play. They got out of cell phones even though they invented cell phones. Now they are focused on radio communications for 1st Responders and [https://www.motorolasolutions.com/en\_us.htm](https://www.motorolasolutions.com/en_us.htm) "We unify voice, video and data feeds in the command center to generate the overarching perspective that helps your team make decisions with greater focus, certainty and speed.l " I also like SHEN Shenendoah Telecom, a small telecommunications firm in VA. They hae done well for me and for my Dad before me.
no cuz u were fucking wrong lmao, MSI does not make the GPU
MSI and alike are like car manufacturers that don’t make their own engines lol
I think you may be confused by the nuance of the conversation. I am (technically incorrectly) using a common marketing and consumer term 'GPU' as the entire graphics card. When I said does MSI make the GPU i am really saying does MSI make the Graphics Card. LOL JESUS CHRIST
You can’t read. Thats exactly what they said. The most important component to a MSI card is the Nvidia provided GPU. Slow down, read and don’t be too dumb even for WSB.
No, you are wrong or misunderstanding what I am saying. MSI does make the GPU using Nvidia GPU chips. The only thing provided by Nvidia in an Nvidia MSI GPU is the GPU CHIP. Nothing else, such as any other chips or memory or cooling or shit all else is provided by Nvidia. Well, other than the specifications and certifications.
MSI makes the graphics card. They do not make the GPU (graphics processing unit) which makes the card work. You are wrong.
Does MSI make Nvidia GPU's? Yes or no?
Are you sure you're not confused? I said Nvidia's OEM's. Have you ever heard of MSI, Gigabyte, or ASUS. They are licensing and standardizing the GPU specification just the same as ARM is doing.
Here's the list of Taiwanese AI GPU shovel makers Jensen's mentioned (they make shovels for the shovel maker). Or just invest in Taiwan index fund. AAEON 研揚 6579 Acer 宏碁 2353 ADLINK 凌華 6166 ADVANTECH 研華 2395 ASE 日月光投控 3711 ASRock 華擎 3515 ASUS 華碩 2357 AVerMedia 圓剛 2417 Axiomyek 艾訊 3088 Chenbro 勤誠 8210 COMPAL 仁寶 2324 Coretronic 中光電 5371 DELTA 台達電 2308 EDOM 益登 3048 EverFocus 慧友 5484 Foxconn 鴻海 2317 GIANT 巨大 9921 GIGABYTE 技嘉 2376 GMI 弘憶股 3312 Inventec 英業達 2356 InWin 迎廣 6117 KENMEC 廣運 6125 KYEC 京元電 2449 Lanner 立端 6245 Leadtek 麗臺 2465 LITEON 光寶科 2301 MediaTek 聯發科 2454 MiTAC 神達 3706 MSI 微星 2377 Neousys 宸曜 6922 NEXCOM 新漢 8234 onyx 醫揚 6569 PEGATRON 和碩 4938 Quanta 廣達 2382 SOLOMON 所羅門 2359 TRI 德律 3030 Thermaltake 曜越 3540 TSMC 台積電 2330 UMC 聯電 2303 Unimicron 欣興 3037 Wistron 緯創 3231 Wiwynn 緯穎 6669 YUAN 聰泰 5474 https://preview.redd.it/nps7i1fan64d1.jpeg?width=640&format=pjpg&auto=webp&s=ab348219c2cb5184737194bf6504373fad92c746
Here’s the latest from the FT: Nvidia announced the next generation of its artificial intelligence processors on Sunday in a surprise move less than three months after its most recent launch. At the Computex conference in Taipei, the chipmaker’s chief executive Jensen Huang unveiled “Rubin”, the successor to its “Blackwell” chips for data centres, which are currently in production after being announced in March. The unexpected move to reveal its next wave of products before Blackwell has even started shipping to customers shows how the world’s most valuable chipmaker is racing to entrench its dominance of AI processors, which has propelled it into the ranks of the world’s most valuable companies. “A new computing age is starting,” Huang said, as Nvidia also unveiled new AI chip deals with PC makers. Rubin is set to start shipping in 2026 and promises improved power efficiency, as the Silicon Valley-based company attempts to address concerns that Big Tech’s expansion of AI data centres is putting strain on the energy grid in some regions. The announcement was light on detail but Huang said Nvidia was working on a “one-year rhythm” of building new AI platforms. Nvidia’s pace of innovation has taken on outsized importance to the wider stock market, as traders bet on whether the huge AI-driven rally in a handful of Big Tech companies can continue. The chipmaker added around $350bn to its market capitalisation after it reported surging revenue growth, and the company is closing in on Apple to become the second most valuable US company after Microsoft. While Nvidia today sells the majority of the AI chips needed to train large language models, such as OpenAI’s GPT, the company faces growing competition from AMD and Intel, as well as bespoke chips developed by cloud computing providers including Amazon, Google and Microsoft. Nvidia’s Blackwell chip is being rolled out barely a year after its current generation “Hopper” chips were unveiled. The company on Sunday also announced a new Vera Arm-based central processing unit, as Nvidia seeks to make more of the chips that go into AI data centres. CPUs, a market dominated by Intel and AMD, are traditionally the workhorse of any computer but Huang is attempting to reshape the server market around its AI chips, as artificial intelligence takes a growing share of data centre workloads. Nvidia started out more than 30 years ago making graphics processing units, which acted as a sidekick to Intel CPUs in video gaming PCs. But more than 15 years ago, Huang realised that the technology inside its GPUs was also suited to other data intensive computing tasks, such as AI. The company is now trying to boost its PC chip business by capitalising on its dominance in AI chips for data centres. Huang on Sunday also announced deals with two PC makers, Asus and MSI, that will launch machines using Nvidia’s GeForce RTX graphics processing units to support a range of AI tasks, from running digital assistants to video editing and coding. “Your future laptop will be constantly helping you in the background,” Huang said. “The PC will run apps that are enhanced by AI, from writing, photo editing, to digital humans that are AIs,” said Huang. Nvidia did not specify when the Asus and MSI laptops will go on sale. A range of PC makers and component providers are expected to use the Computex event to make announcements to position themselves as beneficiaries of an expected “AI PC” wave. Microsoft recently unveiled a string of AI-enhanced PCs and tablets fitted out with its Copilot assistant tool, powered by Qualcomm’s chips, which will begin to launch later this month. Microsoft has said it expects to include the Nvidia chips and AMD’s Radeon graphics chips in its PCs in future. PC sales have slumped since the pandemic but analysts expect that when demand revives companies will increasingly opt for AI PCs embedded with powerful chips to run AI applications, rather than relying solely on the cloud. “AI PCs will bring the most exciting innovation to the PC industry in the last two to three decades, since the creation of the World Wide Web in the late 1980s,” Morgan Stanley analysts wrote in a note last month. They said that running AI applications on devices would be cheaper and more flexible than on the cloud and would also have benefits for data privacy. AI PCs will make up about 65 per cent of PC shipments by 2028, up from 2 per cent this year, Morgan Stanley predicted.
AAEON 研揚 6579 Acer 宏碁 2353 ADLINK 凌華 6166 ADVANTECH 研華 2395 ASE 日月光投控 3711 ASRock 華擎 3515 ASUS 華碩 2357 AVerMedia 圓剛 2417 Axiomyek 艾訊 3088 Chenbro 勤誠 8210 COMPAL 仁寶 2324 Coretronic 中光電 5371 DELTA 台達電 2308 EDOM 益登 3048 EverFocus 慧友 5484 Foxconn 鴻海 2317 GIANT 巨大 9921 GIGABYTE 技嘉 2376 GMI 弘憶股 3312 Inventec 英業達 2356 InWin 迎廣 6117 KENMEC 廣運 6125 KYEC 京元電 2449 Lanner 立端 6245 Leadtek 麗臺 2465 LITEON 光寶科 2301 MediaTek 聯發科 2454 MiTAC 神達 3706 MSI 微星 2377 Neousys 宸曜 6922 NEXCOM 新漢 8234 onyx 醫揚 6569 PEGATRON 和碩 4938 Quanta 廣達 2382 SOLOMON 所羅門 2359 TRI 德律 3030 Thermaltake 曜越 3540 TSMC 台積電 2330 UMC 聯電 2303 Unimicron 欣興 3037 Wistron 緯創 3231 Wiwynn 緯穎 6669 YUAN 聰泰 5474
I just learned Chicago's Museum of Science and Industry is being renamed the Griffin MSI after the Shitadel guy :4271:
>He hasn't produced the financial results, but he already has the ship on track yes? He hasn't really produced on the product side of things either. >The process nodes are lining up? Intel 4's release was very mid >We already have agreed that the Hardware Canucks video clearly showed that when all things are equal, Intel4 and Intel arch beats AMD for battery life, performance, and pretty much any other measure. We never agreed to that. MTL beats HWK (barely) at desktop class TDPs (when both are \~60 watts), where Intel's higher core count helps it. And again, even the hardware cannucks video said that specific OEM implementation matters a lot for performance and power. Did you even watch the video? >This was the first product on the modern nodes and it has already bested AMD. No it hasn't >It kind of embarrassed AMD if you read the Anandtech article comparison. Wasn't an apples to apple comparison at all >Anyway, your return argument is what about that MSI claw.That's the best you've got. No. Phoronix review, David Huangs testing, etc etc. >The first BIOS update made it hugely better Which one? Link? >Next gen Lunar Lake will drive a stake through the heart... Sure Strix is coming but it's been talked about for like 4 years now. What? >In the meantime what do you think the odds are for Intel continuing to ruin AMD's day in GPU? Very slim to 0. >Battlemage is right around the corner. New arch. More efficient manufacturing. A nice modern alternative to clunky AMD architecture that a lot of people complain about. RDNA 4 is right around the corner. New arch. More efficient manufacturing. A nice modern alternative to clunky Intel architecture that a lot of people complain about.
He hasn't produced the financial results, but he already has the ship on track yes? The process nodes are lining up? We already have agreed that the Hardware Canucks video clearly showed that when all things are equal, Intel4 and Intel arch beats AMD for battery life, performance, and pretty much any other measure. This was the first product on the modern nodes and it has already bested AMD. It kind of embarrassed AMD if you read the Anandtech article comparison. Anyway, your return argument is what about that MSI claw. That's the best you've got. It's not enough. The first BIOS update made it hugely better. Next gen Lunar Lake will drive a stake through the heart... Sure Strix is coming but it's been talked about for like 4 years now. How do you think it will do against Lunar Lake? In the meantime what do you think the odds are for Intel continuing to ruin AMD's day in GPU? Battlemage is right around the corner. New arch. More efficient manufacturing. A nice modern alternative to clunky AMD architecture that a lot of people complain about.
Anyone watch yap king Caedrel for MSI? Where the rats at xdd
Intel is losing because they can't compete simply on Merit. The best engineers work elsewhere (AMD, Nvidia, TMSC, Qualcomm, etc). Intel is a dinosaur and operates like one. They need a real shakeup, not just bringing back old CEO's to try to relive a dream that can't exist due to current economic challenges. They are directionless and leaderless. Everything they do is half-assed like trying to break into the new handheld market with that god awful MSI claw. They are trying to compete against companies that have better engineers and better access to more advanced fabrication plants. tldr; Pride killed Intel.
If you also have a strong feeling, run some numbers, do some DD’s (I look at MSI and long-term [5+year] RSI activity) to see if the market is overly optimistic and due for a correcting in upcoming months within reason, and only then would place a 100+ dte for options. Also if your numbers come back and you feel 70%+ confident in your trade go for it, but place it within reason such as doing a put that will be in the money at 10% of you think your movement will be 20%. It may overall net less profit than placing that call/put at a 15% change, BUUUUT PROFIT IS PROFIT. Oooorrrr you could just yolo at 20% and watching cash machine go brrrrrrr or go tits up 😏
If TSM wouldn't have moved to EU they might have won playoffs and gone to MSI this split. I wouldn't invest in them without a Bjergsen or Double lift.
So MSI has been behind all the new license plate readers calls on them when market opens I already got a ticket 😂
I think that is mostly for the next-next-generation that will only matter in 2025, e.g. NVidia's B100 vs AMD's MSI400. I don't really know how that will play, no specs released from either, but presumably there won't be much edge either direction. Both are just paying the same other people to manufacture their designs.
Reminds me of the [MSI suicide that happened a few years back ](https://www.theregister.com/2020/07/09/msi_ceo_chiang_death/)
ASUS, MSI, Gigabyte, etc... are all Taiwan companies... Dell is like the only decent US alternative with HP.
funny way to spell Intel, Asus and MSI.
Yeah, it's been widely reported that Nvidia pressured companies like Asus and MSI not to work with AMD or Intel via their partner programs. But people who look at stock numbers just become cheerleaders for anti-competitive behavior.
They are cheaper for the budget IT needs. I’ve used them, it’s kind of a basic box, with space for GPUs, drives. Every company offers slightly different solutions. I’m not sure what the proper analogy for non techies are but it’s if GITI tires was selling EV tires during the Tesla EV stock hype and Cramer/news called them an GITI EV an EV tech company. Well Yes they help carry an EV car from A to B, but so does Michelin, Goodyear, Cooper, Falken, Bridgestone, Dunlop, Pirelli, Continental, Goodyear and Hawk, 20 cheap Chinese tire brands. But they aren’t EV companies, they make different EV tires, for small cars/large cars, EVs use them and they’ll sell more EV tires some range from $50-1000. SMCI carries gpus enclosures and solutions just like companies HP, Dell, Cisco, Lenovo, Oracle. Then there are lower tier ones like Asus, Gigabyte, Tyan, Acer, then even lower tier ones. Gooxi, 20 different Chinese brands like tires. Go to Alibaba and if you look hard enough you’ll see gpu solutions that all look very similar to major brands. Search GPU Server you’ll see solutions that look very similar to SMCI, Dell, HP, Asus, Tyan etc. SMCI makes budget server solutions, they carry GPUs like GITI EV tires carry Teslas EV. But they aren’t special or different, they make a round rubber tire, in slightly different compounds and sizes for different car/truck needs. Just like HP, Dell, Asus, Gigabyte, Tyan, MSI, Gooxi, 20 different Chinese companies. Much like GITI tires carries EV cars, SMCI carries GPUs for AI. But so 20+ different companies/labels/sub labels. Neither are really revolutionary tech. That’s the best way I could explain it non tech boomers. It’s not a perfect analogy but it at least helped them see SMCI wasn’t some revolutionary AI company.
So does a bunch of other companies with significantly more market share. Asus, Gigabyte, Intel, Dell, HPE, IBM, Tyan, Lenovo, MSI, to name a few. Don't get me wrong, I drop money every year on SMC hardware for edge cases, but you know what? If I check my remote hands history for server issues, 90% of them are SMC hardware. The other 10% is Cisco. HPE/Dell/etc I've alll been able to resolve remotely due to better software.
I’m kind of scratching my head at this as well. Having used Supermicro for many years, at work and at home it’s just basically a motherboard and server case. Back in the mining boom in the early 2010s I started using supermicro motherboards with pcie extensions and risers, when the bubble got big enough everyone from gigabyte, asus, abit, a open , msi, asrock, biostar, Foxconn had many mobo options with tons of pcie slots for mining. Like there’s dozens to choose from, I’ve made white box hypervisors from most of these. Used supermicro at a few of my jobs and they’re just cheap metal server boxes, with a motherboard, ipmi, some places didn’t want the expensive dell, hp, Cisco stuff and went with supermicro. There’s nothing AI about supermicro, if supermicro is AI than every motherboard and white box server manufacturer is classified as AI. Asus, Foxconn, MSI, 2 dozen other places could make what supermicro is making. NVDA AMD MSFT etc are special in that others can’t replicate what they do, there are probably dozens or more that can replicate what supermicro does. I’m not versed in how many SMCI shares are actually available, or if an institution owns almost all of the tradeable shares they could just buy the ones being sold, then they’d have all the tradeable shares just manipulate the price? There’s really nothing AI that supermicro does. I’m just watching it for fun, scratching my head much like the Bed Bath Beyond, BlackBerry, Wish etc WSB plays . But as someone that worked at a datacenter I’m just watching this for the train wreck. Everyone that works with Supermicro stuff knows it’s not AI.
any idea what happened with MSI? the results were good. Maybe guidance?