Tech Spectator

Active investor and author covering broad technology sector. Posts are not financial advice.

[Tech Spectator @SpectatorTech]

不知道有多少人真正了解$INTC英特尔的基本面，这次盲从买了英特尔的很多人损失很大

[Tech Spectator @SpectatorTech]

@PinkFloydTop1 @kklong001 @SVScholar 英特尔确实不行，基本面太差了，股价涨了也无法改变基本面差的事实。它的PC CPU和data center CPU业务市场份额未来几年将继续被AMD蚕食，AI芯片更是没份。能说Intel好的真是不懂基本面，不要被它的股价迷惑，美国政府和Nvidia投了钱也很难救活Intel

[Alex Rohg | AI Builder @kklong001]

@SpectatorTech @PinkFloydTop1 @SVScholar 你懂个🥚

[Tech Spectator @SpectatorTech]

@sweatystartup Your final punch at YouTube is a bit exaggerated. I YouTube business is its one of only good core businesses m. But agreed search is going to be doomed.

[Anza @anza_xyz]

Alpenglow is live on mainnet-beta ⛰️ 🎉

Solana’s new consensus protocol: finality reduced from 12.8 seconds to 150 milliseconds, built by Anza.

Why this is important 🧵

[Tech Spectator @SpectatorTech]

@pequityresearch Then don’t present it as if it’s new reality. You have lost credibility by posting this baseless FUD

[Tech Spectator @SpectatorTech]

@rdd147 Lol gamblers still think FUD will work for AMD as much as when it was at 20 bucks. The old days are gone. Today AMD is nearly trillion dollar giant. Go find your next small cap target

[Tech Spectator @SpectatorTech]

@MikeLongTerm @MorganStanley @nvidia @AMD It’s just noise. As an investor not a trader, we should understand that analysts’ projections are often speculative and self-serving. If I had listened to their BS I would never had accumulated AMD under $200.

[Tech Spectator @SpectatorTech]

@MikeLongTerm @AMD Can you at least cite the “revised down” report?

[Tech Spectator @SpectatorTech]

@laomunova @grok 请核实

[Tech Spectator @SpectatorTech]

@wangdan1989 像美国和日本这部分有点抬高，应该是低配版的美国和日本更贴切，资本的效率、完善的法制、市场的规范都和美国和日本没法比。

[Tech Spectator @SpectatorTech]

@SVScholar 为什么不弄Trump account? 这种账户的资本利得不延税

[Tech Spectator @SpectatorTech]

Do NOT ever let your AMD shares go. Hold onto them as long as you can! $AMD $NVDA $SMH

[Tech Spectator @SpectatorTech]

it’s not cheap but is not overvalued if you look into one year ahead of what’s coming for AMD. The overvaluation is not at the same level to the likes of SPCX or TSLA, where investors price in long-term speculated prospect into share price. But not for AMD, the fundamentals are not far away for AMD to support current share price. Its stock even has more room to run.

[Tech Spectator @SpectatorTech]

@Mapago9 Never touch fintech or bank stocks, you can never make any sense of their price movement which is totally detached from fundamentals due to cyclicality.

[Tech Spectator @SpectatorTech]

@bfresh @solana @SuiNetwork @Samsung Come on, don’t be silly. We all know that the deal is more relevant to Solana given its giant ecosystem with highest liquidity, Samsung included Sui (as a backup) just in case, to reduce business risk.

[Tech Spectator @SpectatorTech]

@drakefjustin is always performative. Smart people know that.

[mert @mert]

absolutely do not take justin's advice btw

you are way more likely to lose your money by superficially moving it around than it is for fundamental cryptography to break overnight

(if that happened, the whole world would break, not just coins)

an unnecessarily performative post

[Tech Spectator @SpectatorTech]

@bboczeng 麦当劳业绩下滑，却被你说的好像冤了

[Tech Spectator @SpectatorTech]

@MsVeilMoney AMD, buy and hold forever. MU is a trade not an investment due to memory cyclicality as a commodity company.