idibezwada Posted August 18, 2020 Report Share Posted August 18, 2020 45 minutes ago, mettastar said: Ammetapuudu kuda chepthadu .. but emadhya baaga swing trading chesthunnadu .. also he buys and sells pre market most of the time its ok if he does that..its his money..but the problem is he claims he is a long term investor which doesn’t reflect in his actions Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 18, 2020 Report Share Posted August 18, 2020 1 hour ago, Picha lite said: Nuvu endulo invest chesav? ne top 5-10 stocks cheppu @idibezwada MU,Ozk,Roku, NVR,FB,GIL,SRG Quote Link to comment Share on other sites More sharing options...
Dhevudu2 Posted August 19, 2020 Report Share Posted August 19, 2020 2 hours ago, ahimsavaadhi1 said: I think for multiple reasons. 1) they are building a team for GPU and they will compete with Nvidia and AMD. there is a guy named Raja Koduri and he is heading that team I guess. He is ex AMD. 2) their presence in AI again competing with Nvidia 3) they have their own foundries : currently it’s seen as a minus point but once they have worked out 7nm and beyond I think it would be great . and IOT is a huge market which is gonna unlock potential markets for everyone. Thanks and good analysis! Quote Link to comment Share on other sites More sharing options...
Vaampire Posted August 19, 2020 Report Share Posted August 19, 2020 2 hours ago, ahimsavaadhi1 said: I think for multiple reasons. 1) they are building a team for GPU and they will compete with Nvidia and AMD. there is a guy named Raja Koduri and he is heading that team I guess. He is ex AMD. 2) their presence in AI again competing with Nvidia 3) they have their own foundries : currently it’s seen as a minus point but once they have worked out 7nm and beyond I think it would be great . and IOT is a huge market which is gonna unlock potential markets for everyone. Intel is late in the game man. 7nm is the biggest failure. Quote Link to comment Share on other sites More sharing options...
ahimsavaadhi1 Posted August 19, 2020 Report Share Posted August 19, 2020 56 minutes ago, Vaampire said: Intel is late in the game man. 7nm is the biggest failure. Yes. But I think they may pick and may go up to 100 by 2022. its just my analysis. Quote Link to comment Share on other sites More sharing options...
Vaampire Posted August 19, 2020 Report Share Posted August 19, 2020 40 minutes ago, ahimsavaadhi1 said: Yes. But I think they may pick and may go up to 100 by 2022. its just my analysis. Emo man. Thanks to murthy renduchintula, lot of talent left intel. Morale down undi. amd, nvdia, google hw division pay almost double to what intel pays Quote Link to comment Share on other sites More sharing options...
mettastar Posted August 19, 2020 Report Share Posted August 19, 2020 2 hours ago, idibezwada said: its ok if he does that..its his money..but the problem is he claims he is a long term investor which doesn’t reflect in his actions Ya ade chepthunna.. i think others are better Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 19, 2020 Author Report Share Posted August 19, 2020 21 hours ago, idibezwada said: what do you think the revenues will be the next 5-10 yrs? Total sales projected to surpass 25 billion by 2025 Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 19, 2020 Author Report Share Posted August 19, 2020 13 hours ago, idibezwada said: its ok if he does that..its his money..but the problem is he claims he is a long term investor which doesn’t reflect in his actions He said this year is very diff because of covid and his actions reflect that Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 19, 2020 Author Report Share Posted August 19, 2020 10 hours ago, mettastar said: Ya ade chepthunna.. i think others are better Do u even know his Returns and CAGR? Which others are better? Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 19, 2020 Report Share Posted August 19, 2020 24 minutes ago, CricPokChic said: He said this year is very diff because of covid and his actions reflect that if he is confident about the hyper growth.. the pricing is surely reasonable...and if pricing is reasonable there is no point in selling... he claims he sold bcoz of the fast raise in price in last couple of month n all...and if he is trying to time and market ..he is not a long term investor and I never saw a long term investor selling bcoz of price if the story is still strong...everyone has thier own strategy...I see a lot of people blindly following him and lot of people dont have the hedging strategy he got Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 19, 2020 Author Report Share Posted August 19, 2020 37 minutes ago, idibezwada said: if he is confident about the hyper growth.. the pricing is surely reasonable...and if pricing is reasonable there is no point in selling... he claims he sold bcoz of the fast raise in price in last couple of month n all...and if he is trying to time and market ..he is not a long term investor and I never saw a long term investor selling bcoz of price if the story is still strong...everyone has thier own strategy...I see a lot of people blindly following him and lot of people dont have the hedging strategy he got completely agree with the hedging strategy.....who all people did u see following him blindly?? people here in or people in twitter?? Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 19, 2020 Report Share Posted August 19, 2020 3 minutes ago, CricPokChic said: completely agree with the hedging strategy.....who all people did u see following him blindly?? people here in or people in twitter?? people in twitter Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 19, 2020 Author Report Share Posted August 19, 2020 19 minutes ago, idibezwada said: people in twitter that would be a disaster..... Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 19, 2020 Author Report Share Posted August 19, 2020 On 8/17/2020 at 9:17 AM, CricPokChic said: Bought a new Growth stock today: $GRWG ---- Bought today morning 8/17/2020 at $14.7 . ---Regarded as a FOMO stock by some here,this stock is almost 50% up since I got it.... Quote Link to comment Share on other sites More sharing options...
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