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69. AMD Market Share 2021, Nvidia’s Lead, Intel’s Future | Semiconductor Analyst Chris Rolland
Did wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.
[SPONSOR: https://www.cdkoffers.com/]
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0:00 Who is our guest? What does a Sell Side Analyst do?
7:26 Remembering when AMD almost went out of business.
11:00 Nvidia’s Mining Boom (Fortnite boom lol)
15:30 Zen 1 – were Financial Analysts Impressed?
20:33 Intel’s 10nm “Faceplant” & failure to take AMD Seriously
30:11 AMD October 8th (Zen 3) Presentation Expectations
39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere
46:50 AMD’s ability to take Market Share
54:40 How does Wallstreet view Ampere’s Launch?
59:50 The Nvidia ARM Deal
1:05:08 Intel’s Mountain of Cash – how much does it matter?
1:11:05 RISC-V
1:12:47 Is TESLA overvalued?
Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/
https://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8
https://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77
https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://twitter.com/Avery78/status/1312805847475474434
View all episodes
By Moore's Law Is Dead, Bleav
4.9
258258 ratings
Did wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.
[SPONSOR: https://www.cdkoffers.com/]
25% software discount code: brokensilicon
3% discount code for everything: dieshrink
Win10 pro oem key 13$: https://bit.ly/2Wdfghh
Win10 Home oem key 11$: https://bit.ly/3dsbSFi
Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB
Office 2019 key 29$: https://bit.ly/2WdfBAz
Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo
0:00 Who is our guest? What does a Sell Side Analyst do?
7:26 Remembering when AMD almost went out of business.
11:00 Nvidia’s Mining Boom (Fortnite boom lol)
15:30 Zen 1 – were Financial Analysts Impressed?
20:33 Intel’s 10nm “Faceplant” & failure to take AMD Seriously
30:11 AMD October 8th (Zen 3) Presentation Expectations
39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere
46:50 AMD’s ability to take Market Share
54:40 How does Wallstreet view Ampere’s Launch?
59:50 The Nvidia ARM Deal
1:05:08 Intel’s Mountain of Cash – how much does it matter?
1:11:05 RISC-V
1:12:47 Is TESLA overvalued?
Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/
https://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8
https://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77
https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://twitter.com/Avery78/status/1312805847475474434
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