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ADDED 1,000,000 SHARES - POSSIBLE BUYOUTWe heard a rumor that at least two to three large chip companies approached Micron about a takeover. Is the rumor true, we are trying to find out. We can say this, after looking at the stocks / P/E's of lesser public companies, in the computer / technology industries and other industries, and then looking at the price of Micron, if the company is not purchased by Intel (INTC), Qualcomm (QCOM), Taiwan Semiconductor (TSM), Qorvo (QRVO), Microchip Technology (MCHP), Western Digital (WDC), Broadcom (AVGO) or someone else, it will be a miracle. Look at Cracker Barrel (CBRL), trading at 19 x trailing 12 months, with a P/E of $9.00...STOCK PRICE = $172.00 (yes, we understand it's a restaurant - that doesn't change earnings for earnings or P/E for P/E) So, even if Micron sales drop, and E.P.S drops to between $8.00 and $9.00, the stock should be trading upwards of $175..? No..? E.P.S is E.P.S right...? Cracker Barrel has a market cap of only $4.2 Billion while Micron has a market cap of $41 Billion... Look at MCHP, trading at $73.00 with a market cap of only $17 Billion... P/E....? 32 x trailing 12 months...? OMG! Look at QRVO, trading at $63.50 with a market cap of only $7.7 Billion... P/E...? 460.33 x trailing 12 months...? OMG! MICRON is one of a handful, if not the only UNDERVALUED STOCK ON THE STOCK EXCHANGE Corrupt Analysts calling for more of a drop in the price of Micron could soon be kicking themselves in the teeth! We will continue to keep adding Micron to our portfolio at these FIRE SALE PRICES! IT'S REALLY DISGUSTING WHAT IS HAPPENING TO MICRON! WALL STREET HAS MICRON ALL WRONG AND SOON, THEY WILL ALL BE JUMPING OFF BUILDINGS! HAPPY THANKSGIVING TO ALL OUR FOLLOWERS!
NASDAQ:MULong
by UnknownUnicorn3159981
6
Bullish Divergence Transforms to Near End to Oversold ConditionsAT40 = 17.3% of stocks are trading above their respective 40-day moving averages (DMAs) – 10th day of oversold period following 4-day oversold period AT200 = 29.5% of stocks are trading above their respective 200DMAs VIX = 23.4 Short-term Trading Call: bullish Commentary The small bullish divergence to start the week received follow-through in the form of a big rally day in the stock market. AT40 (T2108), the percentage of stocks trading above their respective 40-day moving averages (DMAs), jumped from 11.9% to 17.3%. Suddenly, it looks possible for the stock market to bring an end this week to this extremely extended oversold period (AT40 above 20%). AT200 (T2107), the percentage of stocks trading above their respective 200DMAs, came to life by hopping from 25.4% to 29.5%. AT200 even slightly broke through its steep downtrend. {AT40 (T2108) surged from the lows to the oversold threshold.} {AT200 (T2107) bounced enough to sneak a peak above its relentless October downtrend.} So far, the S&P 500 (SPY) is down 4.5% for this 10-day old oversold period. The index is down 3.7% from the start of the first oversold period which is only separated from the current period by one trading day. If the oversold period had ended today, the S&P 500’s performance would have been in-line with historic 14-day long oversold periods and under-performed historic 10-day oversold periods. In both cases projections are for less weakness. {The performance of the S&P 500 for a given oversold duration (T2108 below 20%).} In other words, there is a decent case to be made that the breakout from this oversold period will come with another big rally day for the S&P 500. It will need to be a big move to break out of the current steep downward trading channel formed by the lower Bollinger Bands (BBs). {The S&P 500 (SPY) rallied for a 1.6% gain that perfectly matched the previous day's open and close lower.} The NASDAQ gained the same percentage as the S&P 500 but its range of motion was not nearly enough to nullify the previous day’s fade and selling. The Invesco QQQ Trust (QQQ) gained 1.7% but also failed to nullify the previous day’s pressure. {The NASDAQ rallied for a 1.6% gain but still sits well within the downward trading channel formed by the lower Bollinger Bands (BBs).} {The Invesco QQQ Trust (QQQ) rallied 1.7% but still sits within a steep downward trading channel.} The volatility index, the VIX, only fell 5.5% and closed at 23.4. It is still at elevated levels (above 20) so the stock market remains very vulnerable to wide swings and sharp selling, but at least the intraday high did not reach the recent highs. The iShares Russell 2000 ETF (IWM) rallied for a 2.1% gain. Unlike the other major indices, IWM managed to tap the upper bound of its downward trading channel. IWM hugged this line in the selling that led to the current levels. Follow-through buying would represent a very important breakout. {The iShares Russell 2000 ETF (IWM) is making another attempt to break out from its downward trading channel former by its lower Bollinger Bands.} Although I did not get the volatility spike I wanted to trigger more aggressiveness, I still treated the rally as a validation of the bullish signs from the previous day. I focused on my shopping list even as I took my profits on my latest tranche of SPY call options (expiring Friday). I loaded up on CSX Corporation (CSX) calls, a calendar call spread on Intel (INTC), and of course I implemented my Facebook (FB) pre-earnings trade (twice!). I also decided to get aggressive with small caps given the abundance of beaten up small caps I saw with big gains on the day. I started accumulating call options on IWM expiring in 2 1/2 weeks. I capped off my hedges with a put spread on Boeing (BA) which rallied right to its 200DMA and an obligatory put option on Caterpillar (CAT). From here, I can stay 100% focused on the bullish buying opportunities…while of course keeping in my peripheral vision the on-going (technical) market risks that I have covered in previous Above the 40 posts.
SP:SPXLong
by drduru
RAISING POSITION TO 1,000,000 (MILLION) SHARESMICRON is a screaming bargain at current levels with or without a sales decline, with or without an over supply, etc.. WE ARE RAISING OUR POSITION TO 1,000,000 MILLION SHARES We are taking a good guess that we will see Capitulation soon with people panicking and running for the doors for NO GOOD REASON! When you look at the hype surrounding AMD, trading approx. 9 points below MICRON, it makes our argument even more concrete! AMD up over 2 points today now trading around $32.. Dare to Compare..? Advanced Micro Devices has a trailing-twelve-months P/E of 80.53X compared to the Electronics / Semiconductors industry's P/E of 18.14X. Within the last 5 qtr's, AMD had the following earnings: 0.45 CENTS Q2 2018 - 0.14 Q1 2018 - 0.11 04 2017 - 0.08 Q3 2017 - 0.10 Q2 2017 - 0.02 Within the last 5 qtr's, MICRON had the following earnings: 12.06 DOLLARS Q3 2018 - 3.15 Q2 2018 - 2.82 Q1 2018 - 2.45 Q4 2017 - 2.02 Q3 2017 - 1.62 DARE TO COMPARE INTEL EARNINGS TO AMD..? What is happening now to Micron as a company / stock is defined as SICK! Wall Street Analysts have lost their minds. This was a setup by Wall Street to cash in on options sold short. It was a HUGE Payday for Short Sellers and absolutely criminal. This is a chance of a lifetime and when Wall Street hands you a HUGE GIFT, know when to accept it, say thank you and RUN TO THE BANK AND CASH YOUR HUGE PAYCHECK!
NASDAQ:MULong
by UnknownUnicorn3159981
9
AMD to hit $48 in 12 months### Company Summary Advanced Micro Devices, Inc. (AMD) is an American semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets. While initially it manufactured its own processors, the company later outsourced its manufacturing, a practice known as fabless, after GlobalFoundries was spun off in 2009. AMD's main products include microprocessors, motherboard chipsets, embedded processors and graphics processors for servers, workstations and personal computers, and embedded systems applications. AMD is the second-largest supplier and only significant rival to Intel in the market for x86-based microprocessors. Since acquiring ATI in 2006, AMD and its competitor Nvidia have dominated the discrete Graphics Processing Unit (GPU) market. Lisa Su (born 1969) is a Taiwanese-American business executive and electrical engineer, Ph.D. from MIT in 1994, and the CEO and president of Advanced Micro Devices (AMD). Early in her career, Su worked at Texas Instruments, IBM, and Freescale Semiconductor in engineering and management positions.She is known for her work developing silicon-on-insulator semiconductor manufacturing technologies and more efficient semiconductor chips during her time as vice president of IBM's Semiconductor Research and Development Center. Su was appointed president and CEO of AMD in October 2014, after joining the company in 2012 and holding roles such as senior vice president of AMD's global business units and chief operating officer. She currently serves on the boards of Analog Devices, Global Semiconductor Alliance and the U.S. Semiconductor Industry Association, and is a fellow of the Institute of Electrical and Electronics Engineers (IEEE). Recognized with a number of awards and accolades, she was named Executive of the Year by EE Times in 2014 and one of the World's Greatest Leaders in 2017 by Fortune. According to Form 10-Q of AMD filed, AMD is a global semiconductor company with facilities around the world. Within the global semiconductor industry, primarily offering: * x86 microprocessors, as standalone devices or as incorporated into an accelerated processing unit (APU), chipsets, discrete and integrated graphics processing units (GPUs), and professional GPUs; and * server and embedded processors, semi-custom System-on-Chip (SoC) products and technology for game consoles. AMD also licenses portions of intellectual property (IP) portfolio. AMD's financial results for the second quarter of 2018 demonstrate continued success in the execution of AMD's long-term strategy for sustained growth. Net revenue in the second quarter of 2018 was $1.76 billion, a 53% increase compared to the second quarter of 2017. The year-over-year increase was primarily due to a 64% increase in Computing and Graphics net revenue and a 37% increase in Enterprise, Embedded and Semi-Custom net revenue. The increase in the Computing and Graphics segment net revenue was primarily due to higher sales of AMD's RadeonTM and RyzenTM products. The increase in the Enterprise, Embedded and Semi-Custom segment net revenue was primarily due to higher semi-custom revenue as well as higher EPYCTM server revenue. AMD's operating income for the second quarter of 2018 was $153 million compared to an operating loss of $1 million in the second quarter of 2017. AMD's net income for the second quarter of 2018 was $116 million compared to a net loss of $42 million in the second quarter of 2017. AMD continued to introduce new products in the second quarter of 2018, including premium notebook AMD Ryzen PRO APUs designed specifically for the commercial market. AMD also announced the availability of four models of AMD's 2nd Generation Ryzen desktop CPUs optimized for gamers, creators and hardware enthusiasts. Cash, cash equivalents and marketable securities as of the end of the second quarter of 2018 were $983 million, compared to $1.18 billion as of the end of the fourth quarter of 2017. AMD intends the discussion of financial condition and results of operations that follows to provide information that will assist you in understanding AMD's financial statements, the changes in certain key items in those financial statements from year to year and quarter to quarter, the primary factors that resulted in those changes, and how certain accounting principles, policies and estimates affect AMD's financial statements. ### Statistics Shares Outstanding: 0.97B Avg Daily Vol: 100.7M Market Cap: 31.5B 52-Week High: $32.22 52-Week Low: $9.04 Forward PE: 42.71 Annual Div/Dividend Yield: $0.00 / 0.00% Annual Rev: 6.9B Inst Own: 68.1% 1-Month Return: 15.5% 3-Month Return: 45.7% Next Earnings Report Date: 10/23/2018 Earnings ESP: NA Revenue Per Employee: $742,133 Money Flow Ratio: 1.04% ### Profitability Revenue Growth: 40.4% (Sector Average 9.8%) Gross Margin: 36.1% (Sector Average 38.8%) Return on Equity: 47.1% (Sector Average 7.1%) Net Margin: 5.4% (Sector Average 4.9%) ### Debt Current Ratio: 1.8 (Sector Average 2.9) Debt-to-Capital: 67.1% (Sector Average 25.9%) Interest Funding: 18.5% (Sector Average 5.1%) Interest Coverage: 4.5 (Sector Average 4.2) ### Dividend Dividend Growth: NA (Sector Average 12.8%) Dividend Payout: NA (Sector Average 35.8%) Dividend Coverage: NA (Sector Average 3.8) Dividend Yield: NA (Sector Average 0.0%) ### Top Peer Companies Avid Technology, Inc (AVID) Cabot Microelectronics Corporation (CCMP) Cirrus Logic, Inc (CRUS) DIALOG SEMICON (DLGNF) Diodes Inc (DIOD) EMC Corp (EMC) F5 Networks Inc (FFIV) Falconstor Software Inc (FALC) Intel Corp (INTC) International Business Machines Corp (IBM) Lattice Semiconductor Corporation (LSCC) Mellanox Technologies, Ltd (MLNX) Netapp, Inc (NTAP) Nvidia Corp (NVDA) Oracle Corporation (ORCL) PMC Sierra Inc (PMCS) Unisys Corp (UIS) ### 12 Month Price Target Mean: $39.01 High: $48.77 Low: $25.13 ### Revenue Growth Approximated quarterly revenue growth compared to the same quarter of the year before are as follows: Q1 2015: -26.3 % Q2 2015: -34.7 % Q3 2015: -25.7 % Q4 2015: -22.7 % Q1 2016: -19.2 % Q2 2016: 9.0 % Q3 2016: 23.2 % Q4 2016: 15.5 % Q1 2017: 33.8 % Q2 2017: 25.7 % Q3 2017: 19.0 % Q4 2017: 18.3 % Q1 2018: 67.4 % Q2 2018: 43.7 % ### Earnings Surprise Positive (+10.3%) aicody.com
NASDAQ:AMDLong
by aicody
2