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What percentage of your income should you ideally invest in stocks every month?
With AMD’s planned $35b acquisition of XLNX in q1 of 2022 is it worth the buy?
I sold some XLNX shares for a loss on Thursday. Do I have to wait till February 1st to buy shares of AMD? (avoid wash sale)
Realized my Portfolio is nearly 100% Tech. Any recommendation on where to diversify it outside of Tech?
Options Strike Price in case of all stock merger ( AMD/XLNX)
Option strike price conversion in the case of an all-stock merger (AMD/XLNX)
My best bet so far in trading. Thanks, AMD
My best bet so far in trading. Thanks, AMD
AMD XLNX YOLO- was this a prophecy foretold 11 months ago?
Anyone else loading up XLNX shares before the merge?
Which semiconductors company has best long term growth potential?
AMD/XLNX Merger - Options strategy for huge gains
AMD BIG 🧠YOLO (XLNX shares). You degenerates didn’t listen about AMD at $80. You probably won’t listen now.
Why I think AMD still has a lot of room to keep going up
Way to acquire AMD stocks at 25% discount!
🚀🚀🚀Will my CPU work on the 🌚? $AMD gains + 27% gains on $12k+ $XLNX shares🚀🚀🚀 💾🤑💾🤑
🚀🚀🚀🚀🚀🚀🚀$AMD gains. Also up 27% on my $12k+ $XLNX shares. Will my 💾CPU💾 still work on the moon?🚀🚀🚀🚀🚀🚀🚀🚀
Potentially huge arbitrage potential in XLNX shares if China approves merger with AMD (or is it?)
If $XLNX shares will be 1.723*$AMD with the merger.. why is it still undervalued?
Buying Xilinx is the best way to play AMD!
Thoughts on buying XLNX before the merger with AMD is official
AMD received approval from the UK to acquire XLNX!
Top 2-3 Semiconductor companies among AMD, AMAT, TSM, MU, XLNX?
$AMD Merger Incoming -- Breakout Catalyst (3-4 weeks away)
AMD Shares Rise on Report of No EC Objection to Xilinx Merger
AMD likely to launch soon. When merger is approved it goes to the moon and beyond
AMD – yet another stock that’s being held down and should launch soon (+21% short volume this year alone)
AMD will Rocket after the Xilinx acquisition is approved, which could be as soon as July 6th
Sell everything and buy QQQ 350 June : Real rates are out to save you Qs this time
AMD: An explanation on merger arbitrage and how to play it for big gains
XLNX Arbitrage Merger with AMD on April 7th
A YOLO suggestion for the degenerates out there: XLNX 4/9 calls
Mentions
chip demand won't be cyclical as companies look to scale -> looking at AWS, Azure DC. AMD about to release Bergamo which has been rumored to have record breaking performances. AMD + XLNX merger means wayyy better software on their chips and deal was accretive to our balance sheet. Also AMD can now potentially look to get into the AI space with that merger. Management team has been phenomenal. There's also Zen 4, Ryzen coming out. I'm bullish on semis as a whole but for now Intel is a value play for dividends until they can deliver on their roadmap. NVDA is priced too aggressively right now for me and AMD sits at the sweet spot. What do you think?
Your projection is noted. XLNX is a bloated dud pushing ancient development tools to sell stodgy FPGA parts, and AMD diluted itself hugely to get shackled to it. nVidia has completely run away with the AI market. That pie you see in the sky belongs to them. AMD is going to get beaten by NVDA and INTC and left for dead.
AMD now has the same market cap as INTC around $190-200 billion (a quarter of the AMD market cap was from the XLNX merger). Imagine that 6-7 years ago when AMD was worth like $2-4 billion.
I think it depends on how close to the vest lisa is with the upcoming AMD-XLNX hybrid graphics cards and upcoming CUDA competitor developed by an actual competent software team (that of XLNX)
for AMD I think we get a runup until March where we get hit by macro and trade probably range bound until the next earnings or investor day where AMD might announce XLNX+AMD products which hopefully will have something targeting AI.
Mostly AMD and NVDA calls and XLNX. Also various other stocks (which I wrote DD's on).
I had an XLNX call which automatically converted into AMD call.
New to TD Ameritrade, anyone else experiencing a “potential maintenance call” after the XLNX to AMD changes?
After the XLNX merger I have ended up with 69 shares of AMD with a cost basis of $69.
Might fire off some AMD CC's that expire this Friday or next. What the fuck the SP is? Who knows especially after XLNX merger and AMD is gonna dance with NVDA after their earnings. Any suggestions on SP welcome.
XLNX rocket booster officially attached to AMD now. 🚀
XLNX converted to AMD and 🟩. 🐂
Officially closed the XLNX. Arbitrage funds have been trading both. Volume today was way above average so I assume some of it was funds closing out positions etc
What’re the acquisition terms with AMD n XLNX regarding share holders? Was there any arbitrage opportunity?
AMD merger with XLNX is approved, which NVDA had to drop ARM acquisition. AMD calls for NVDA ER is going to print.
It dumped on friday because of Russia, but it's staying suppressed because of the dilution from paying too much in stock for XLNX.
Yeah, now im holding a 120 halted XLNX shares?? I imagine there gong to turn into AMD after hours? anyone with experience with mergers care to shine a light?
I'd be careful with AMD - have you factored in the dilution from the XLNX deal?
Did all the XLNX holder short AMD on Friday and use the new converted shares from today to cover? I'm still new to this shares merger
Because I bought it. Jokes apart I tried hard to find any good reason for it to drop nearly 15 pct but just couldn’t. Newspapers were saying it was because of XLNX acquisition as market was trying to price in the upcoming dump of AMD shares by XLNX retail investors.
All in on $NVDA calls. $AMAT earnings will help it as well. Also $AMD acquisition of $XLNX finalizes tomorrow. Should boost semis. Either way a straddle/strangle might help. These names run ;) no im not an earnings degen.
Not sure if I would go so far as saying "once in a decade", but I do think semis are going to be the strongest performing sector for the next few years (their cyclical upcycle will never have been stronger than this particular cycle). It's kinda funny to see people talking about valuations here while seemingly ignoring the fact that companies like TSM, QCOM, AMAT, AMD, and NVDA have literally grown their revenues by over 30% in the last year while improving margins. AMD alone grew 68% (not including XLNX). QCOM (who grew revenue by 30%) sees automotive as moving from a 1B market to a 10B market by the end of the decade. They are also trading at a forward PE less than 15 with strong FCF. TSMC's CEO in the last earnings call called out that what's different today is amount of silicon content per 'device'. Even if we sell just as many PCs/phones next year as the last... there are more chips and more expensive chips in each device. We are also starting up a 5G CapEx cycle. The bigger deal is going to be how the world handles mass adoption of EVs and chargers. The typical EV has 4x the amount of silicon content per car than the typical ICE car and as more enter the ecosystem there will be increased computing needs to improve the intelligence of the electrical grid. I don't think you can just blindly pick a semiconductor company out of a hat and make tendies, but the sector should be getting a lot more love than it currently receives.
It's not actually dilutive, look at XLNX ER. Just more noisy bullshit. buy leaps.
XLNX merger completes on Monday with $40-50bn new shares added to the float. Potential for more selling early next week. Should clear up by mid-week.
XLNX acquisition is about to close so XLNX shares about to convert into AMD shares at premium prices.
Eh… not as absurd as NVDA. Just waiting to see when AMD releases something with XLNX targeting the AI space so we can get the same P/E NVDA has
Probably Monday at least, but I think most of this is happening in advance unlike Disney-Fox. A lot of people shorting AMD today already own XLNX shares. They will just use those XLNX shares to cover the short.
How or why are people paying this idiot for trading advice? "Cramer Investing Club: Magnitude of AMD pullback even in down market seems excessive" The reason for the AMD pullback is the XLNX merger going through on Monday. Algos are frontrunning the all-stock merger which will add $40-50 billion shares to the float and which are mostly held by arbitrageurs or short-term traders due to the 1-2 year length of the merger process. Go look at what happened to Disney-Fox merger 3 years ago, same thing happened with Disney dumping for 4-5 days as Fox holders dumped their new Disney shares. Was predictable as hell (I've been warning any AMD holders to be careful of the XLNX merger).
Originally AMD was going to buy XLNX for $35 billion but since its stock rose too much, the deal will actually close at a value of $55 billion. This is probably why AMD has been tanking.
AMD is probably drilling because it's about to have huge dilution because of XLNX acquisition which is closing in a couple days.
XLNX merger means $40bn new shares early next week. Algos front running the selling.
Bernstein analyst claimed 6% headwind to growth this year due to XLNX acquisition
Some dipshit analysis just said they’ll come short of that target, claiming the XLNX acquisition is going to add a 6% headwind this year. Hence the selloff.
Wait until Tuesday or Wed to buy AMD calls. Algos are frontrunning the XLNX merger and will try to dump the stock through Tues/Wed next week. Calls doesn't make sense here.
a lot of AMD bulls I know have been buying since under 120. My leaps just want us to go back to 150-160 but I don't see that happening until way after March when market understands the Feds plans and our other positive catalysts (Earnings, XLNX + AMD products, Zen 4 etc.)
AMD is down because market is down + algos are frontrunning the XLNX merger on Monday. On Monday $40bn more shares of AMD get activated... and it's likely many sell. Probably can find a cheaper entry for AMD next week.
No, that XLNX is being replaced in SP500
XLNX news should be priced in when SAMR approved. China was the biggest regulatory risk and once that closed it should've been a done deal since US had already proved but AMD had to refile because of China taking too long. XLNX should be viewed as accretive and not dilutive.
Buy now, it's dipping because of XLNX news
XLNX is overvalued and dragging it down.
Since October 27 when they announced they were bying XLNX, AMD is up 2.3%.
This time, it's different. The issue is, excitement around their ARM deal was driving the stock price up for better part of past year. Now that the deal is dead, it will hurt them, especially since AMD was succussful with XLNX. The only good/safe play here is AMD calls.
AMD received all approvals for XLNX merger today. AMD to the moon!
NVDA up 84% YoY with a failed ARM deal AMD up 44% YoY with a succeeding XLNX deal and people talk shit about ARM deal fail lmao, implying its a big loss for NVDA media and uninformed people are something else
Imagine not buying AMD and XLNX at these prices
Ahhh but you forgot XLNX, the gentleman’s AMD
$XLNX and that 220 level 🤔
In the long run, probably. But at this point, buying XLNX is basically the same as buying AMD shares. After Chinese approval finally came, the merger spread tightened up a great deal. It's almost trading at exactly 1:1 with AMD when you factor in the share conversion. Efficient markets are a beautiful thing. TL;DR At this point buying XLNX is no longer at an extreme discount like when the spread was $20+ a share, expect some dilution when those shares convert to 1.7234 AMD shares
AMD and XLNX probably gonna be a little cheaper for a little, but what beasts they are long-term
No, it means dilution unless you were on the XLNX side of the arbitrage
does AMD merger with XLNX mean tendies?
I don’t see a point in converting the call to AMD when it will convert anyway without a taxable event. I guess AMD options chains are a lot more liquid than XLNX chains but I’d just wait til Feb 10-14 for the merger. 1.7234 btw
My port is MSFT, GOOG, AMD/XLNX, and QCOM. It’s been a good two weeks but I’m still back to pre earnings prices lol
XLNX is an FPGA manufacturer. The ZYNQ FPGAs (or SOCs) have ARM cores, but XLNX focus is not ARM.
Thank fuck, I've been waiting for ages for my XLNX shares to convert
XLNX focuses on ARM, that's why the acquisition was so important.
People have been predicting the death of x86 for decades and it's selling more than ever. AMD has some R&D in ARM and will be getting a lot of ARM-containing products as part of XLNX, but it's not a priority on the AMD side of the combined business. Datacenter GPUs are going to be AMD's next big growth area that hasn't been priced in yet. Nvidia has built up a pretty incredible moat there, but AMD is filling it in via their integrated HPC offerings and they offer very competitive raw performance.
True. But it rose more then 20% off the August numbers and while I don't remember the October offhand, it rose on both it's numbers and XLNX. with China approving the merger the only hurdle is the US reaffirming it. When XLNX beats expect AMD to rise
Im long on TXN AMD XLNX NVDA QCOM AVGO MU SOXL Considering to add MRVL as well Tonight QCOM reporting Long live semis
I mean, I'm sure AMD has great plans for XLNX, but it's just too soon for anything concrete to materialize I'd think. If I had my bet, the first strike would be to steal the same customers that heavily use Intel server + Altera FPGA combinations. No one likes a monopoly and being a credible second supplier is huge, without even needing to be the best in technicals.
What a clickbaity tweet. In any case, way too soon for anything AMD+XLNX related.
[https://twitter.com/CDemerjian/status/1488704894844424193](https://twitter.com/CDemerjian/status/1488704894844424193) Cryptic Tweet but AMD+XLNX product for AI may be a possibility. Nuclear.
Possibly. AMD is also increasing in value as they will have the assets and earnings of XLNX as well. Assuming they paid fair price it shouldn’t lower or raise the stock price by much.
What part is false? AMD server share is growing to 21-25% in Q1 22 and it is accelerating. I think it's highly possible it grows to 50% share in two years if TSMC continues to give them more wafers. Intel Revenues Q1 21 18.9 B while in Q1 2019 19.5B. Margins were 64% in 2015 and now margins are guided for 52%. What part is Intel growing as fast as AMD? Sure; AMD's smaller and it's growth will slow in future years but it's guiding +30% in FY22 while Intel is guiding +1%. AMD+XLNX will be bigger than Intel in a few weeks once the merger completes. Wall st agrees that Intel is dead money for the next two years. AMD will be back to it's ATH even after this current meltdown while Intel stays stuck at 50 for 2022. But you do you.
Short term, especially in the current market environment, I would guess it may be a negative. AMD is arguably fairly valued or overvalued. One issue is XLNX is growing more slowly than AMD, so can present a drag on growth. But it should add to earnings and revenue immediately. On a longer timeline, I think there's a good chance it will be a positive for the stock. XLNX brings software and a different kind of hardware to the table that AMD currently lacks.
Nah AMD's growth and forecast significantly exceeded expectations. Plus as they stated on the earnings call. They've spent a significant amount of money to address supply chain issues. On top of both, AMD covers a lot of space outside of PC and will be expanding into the automotive, aerospace, and defense seconds with the XLNX aquisition. Don't get me wrong, I'm bullish on semis in general this year, but if you're basing it on PC chips, that is a fraction of what they actually do. Dont think NVDA will be make a 25% move like AMD did. Lisa Su is a genius and has been gearing AMD towards this since 2017.
My XLNX has been popping off!
I'm a simpleton. I simply kept buying some shares, accumulating, buying the nice dip, because there is no such thing as being red with AMD and XLNX. Let's go!
Yay XLNX! Finally some action!
XLNX bringing it for AMD
Now that the AMD/XLNX acquisition is close to complete. The new entity will be one of TSMC's largest customers (hence increased leverage). Oh and supply chain overlaps. The above should alleviate some pressure/supply aspects as the new combined entity can adjust supply accordingly?
>I’m holding my calls until the market proves me wrong and then when it does I’ll double down my worthless put hedge It was $150 three weeks ago and the XLNX merger finally finished. The sell off for AMD already happened as the people who wanted out got out.
I think there's a decent chance, yes. Su is aggressive, XLNX merger going through, market bouncing off bottom with semis being a group under a lot of pressure lately. Had puts on em last week, sold SPY 442c I bought midday Friday today midday for some OTM AMD 120 and 128 calls.. so may be slightly biased here.
XLNX has been acquired by AMD. You will get 1.7 AMD shares for owning one common share of XLNX. What a fucking steal.
XLNX...I am sorry I ever doubted you. I should have been more patient. But, you are giving me hugs anyway...you so sweet.
I bought at $18.5 and sold at $50. Now I'm waiting for my XLNX shares to convert to AMD, it's taking so fucking long
Strong possibility they announce merger with XLNX finalizing. Idk if that means up or down; my bet is up but who knows
I mean AMD just got regulatory approval to finish the XLNX merger. XLNX itself right now has a 30% net profit margin on $1B revenue. Seems reasonable that it's green especially considering it's like 40% off it's ATH
Intel's margins and market share are collapsing, recent earnings showed that INTC's success or lack thereof have not correlated well with AMD. Good luck m8. (Holding AMD and XLNX common)
XLNX 80% growth y-o-y AMD just straight hungry-hungry-hippo'ing Intel's enterprise maket share. Would be absolutely shocked if they didn't report another epyc quarter of steady growth. Trust in Su Bae
That's the dumbest thing I've ever read. They are absolutely going to forecast upwards with the continued demand for chips. There is no overselling. They are filling orders as they come and are backfilled. Plus the XLNX acquisition. Chip shortages won't be lessming in 2022. I don't know where people get this thought that they can oversell. every car manufacturer, medical manufacturer, coffee manufacturer, PC manufacturer, etc, etc is heavily backlogged.
I’ve ridden AMD up and down a few times over the past year. Biggest lesson with be very patient with AMD. Every time I (and the sub for that matter) think “it’s new base is $130 range), it’s always come back down. A LOT of shorting kicked up toward end of 2021 to take advantage of now confirmed XLNX merger. I’m starting to layer in just OTM (pretty conservative) strike prices. Barring a world wide catastrophe, AMD will see $150+ share prices again this year. I bet Su Bae raises guidance again on Tuesday. They are executing at such a high level it’s crazy. Good luck 👍
I just hope there's not a big dip to go with the chips this earnings. Long XLNX.
TSM and XLNX both had great earnings as well. It seems Semis are doing well with the exception of INTC.
PLEASE DONT LISTEN TO IDIOTS LIKE THIS ON WSB. I try to save ya'll time and time again. DO NOT SELL YOUR AMD BECAUSE OF THIS POST. AMD has earnings on Tuesday and have literally not missed earnings in 2 years. They are one of the strongest performers in the semiconductor industry. We are in the middle of a chip shortage that's not lessening and everything needs chips. EVERYTHING. They also JUST got approval from China for the XLNX aquisition. I tried to inform everyone about TSM before earnings as well. Semis will be one of the strongest sectors this year.
Will be interesting if we see a $6-8 dollar drop on AMD after merger completion like we saw on DIS back in 2019. I bought my DIS shares when that happened. There was a lot of arbitraguers holding FOX shares (to play the CMCSA/DID bidding war) when that happened and they dumped the DIS stock after the merger completed. Will be interesting to see if we get the same 2-3 day cheap buying window with AMD since they're adding 30-40% of the float here and XLNX should mostly be arbitraguers holding that float like FOX back in 2019 due to the length of time it took to complete. I'd probably look at that as an optimal entry window.
NXP and AMD are going to be important for semis but hard to see how semis get much of a lift given supply constraints in the near future and potentially massive oversupply in the longer term. Sector had run farthest of any save for RV/battery stocks before December. Hard to see a V shaped recovery for those stocks. Also with AMD be careful on the XLNX merger completion and share conversion. That will add some $60bn in new shares and given the long time that it took to complete much of the float is held by arbitraguers. I suspect there may be very nice entries on AMD due to selling of those newly converted shares. Saw that with Disney-Fox merger after millions of new Disney shares got dumped immediately after that merger completed.
By my understanding this is a merger arbitrage play. Risk is if it fell thorough and for some reasons AMD moons while XLNX tanks.
the play is AMD NVIDIA. both 30 percent off all time highs, sky high demand for products. earnings report next week. XLNX merger basically closed (china approved deal just refiling with US)
When you factor in XLNX, AMD has a very high P/E for semis.
Yeah. However, a lot of people got into XLNX as an arbitrage opportunity. When it happens, those people will be heading out the door. Could see some selling pressure.
AMD is now dragging a. 45 billion dollar ball and chain around its neck (XLNX). I doubt it finishes 2022 above 110.