Latest ideas and analyses related to Genoa

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AMD , FB , INTC

+45 pts



$AMD - Meta is a huge and validating win for AMD, foreshadowing accelerating market share gains

By bbern3 on Nov. 9, 2021, 11:55 a.m.
Tagged topics: market share gains , Genoa , datacenter

Views: 283, Votes: 6, Responses: 0, Attachments: 2
AMD , TSM , INTC

+43 pts



$AMD - analysts believe AMD simply needs to stay the course to drive further share gains given its transistor advantage through 2024

By bbern3 on July 28, 2021, 12:19 p.m.
Tagged topics: market share gains , competitive advantage , Deutsche Bank , JP Morgan , Piper Sandler , Raymond James , semiconductors , Genoa

Views: 424, Votes: 6, Responses: 0, Attachments: 8
INTC , AMD

+38 pts



$INTC, $AMD - Raymond James says AMD Genoa likely to widen performance gap, and INTC no longer has timing lead given Sapphire Rapids delay

By labjordan on July 1, 2021, 2:08 p.m.
Tagged topics: Raymond James , Genoa , Pat Gelsinger , Sapphire Rapids , product launch delay

Views: 548, Votes: 3, Responses: 0, Attachments: 2
AMD , INTC

+1 pts



Thanks!...

By phenphen on April 7, 2021, 12:18 a.m.
Tagged topics: competitive advantage , Raymond James , Genoa , playing catch up , Ice Lake , CPUs , Sapphire Rapids , performance improvements , performance gap

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AMD , INTC

+5 pts



SELLING

By johnoneoff on April 6, 2021, 6:43 p.m.
Tagged topics: competitive advantage , Raymond James , Genoa , playing catch up , Ice Lake , CPUs , Sapphire Rapids , performance improvements , performance gap

Views: 2, Votes: 1, Responses: 0, Attachments: 0
INTC , AMD

+33 pts



$INTC, AMD - Raymond James says Ice Lake servers CPUs provide performance improvements, but performance gap vs. AMD 'remains massive'

By bbern3 on April 6, 2021, 5:45 p.m.
Tagged topics: competitive advantage , Raymond James , Genoa , playing catch up , Ice Lake , CPUs , Sapphire Rapids , performance improvements , performance gap

Views: 208, Votes: 5, Responses: 2, Attachments: 3
AMD

+40 pts



Thanks!

By tokyotwin on Feb. 6, 2021, 9:03 p.m.
Tagged topics: market share gains , Jefferies , Milan , Genoa

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMD

+80 pts



$AMD - Jefferies data suggest AMD's server share gains accelerating driven by Milan and Genoa

By bbern3 on Feb. 3, 2021, 10:54 a.m.
Tagged topics: market share gains , Jefferies , Milan , Genoa

Views: 174, Votes: 6, Responses: 1, Attachments: 10