We've already established that $INTC is about to lose serious market share in the PC market but truth be told, Intel's most important segment is probably what it terms as the "Data Center Group", it's data center business. So what are Intel's prospects there? Let's do a deep dive
$AMZN AWS NA instances CPU market share. $TSM which manufactures both for AWS (Graviton) and $AMD is the real winner pic.twitter.com/rVPec8TdQ6
— Lucid Capital (@LucidCap) December 13, 2020
It's kind of obvious, isn't it? the CLOUD.
The DCG segment actually contains 2 very different activities - Traditional data center and hyper cloud
We estimate that between 2014-2019, Hyper cloud grew at ~30% CAGR with Traditional data center operating without growth
One can see that the hypercloud guys basically have 2 options: $INTC & $AMD
https://t.co/oTWxhB1mzL
https://t.co/4W0TO0Km7W
Performance benchmarks have been quite telling - it seems like Graviton2 is on par with x86 performance wise, and is much cheaper
"The cost analysis section describes ‘An x86 Massacre’, as while the pure performance of the Arm chip is generally in the same region as the x86 competitors, its lower price means the price/performance is substantially better"
https://t.co/0vvQnceDfI
https://t.co/zwZhp1XaW6
$INTC might be the best short opportunity since Nokia circa 2008. Why?
— Emilgold (@emilio_gold) December 2, 2020
Black. Magic. Fuckery.
Follow me on the path to Intel's destruction and it all starts with the M1https://t.co/w4nMmBgwfq
More from Trading
Collaborated with @niki_poojary
Here's what you'll learn in this thread:
1. Capture Overnight Theta Decay
2. Trading Opening Range Breakouts
3. Reversal Trading Setups
4. Selling strangles and straddles in Bank Nifty
6. NR4 + IB
7. NR 21-Vwap Strategy
Let's dive in ↓
1/ STBT option Selling (Positional Setup):
The setup uses price action to sell options for overnight theta decay.
Check Bank Nifty at 3:15 everyday.
Sell directional credit spreads with capped
A thread about STBT options selling,
— Jig's Patel (@jigspatel1988) July 17, 2021
The purpose is simple to capture overnight theta decay,
Generally, ppl sell ATM straddle with hedge or sell naked options,
But I am using Today\u2019s price action for selling options in STBT,
(1/n)
@jigspatel1988 2/ Selling Strangles in Bank Nifty based on Open Interest Data
Don't trade till 9:45 Am.
Identify the highest OI on puts and calls.
Check combined premium and put a stop on individual
Thread on
— Jig's Patel (@jigspatel1988) July 4, 2021
"Intraday Banknifty Strangle based on OI data"
(System already shared, today just share few examples)
(1/n)
@jigspatel1988 3/ Open Drive (Intraday)
This is an opening range breakout setup with a few conditions.
To be used when the market opens above yesterday's day high
or Below yesterday's day's
#OpenDrive#intradaySetup
— Pathik (@Pathik_Trader) April 16, 2019
Sharing one high probability trending setup for intraday.
Few conditions needs to be met
1. Opening should be above/below previous day high/low for buy/sell setup.
2. Open=low (for buy)
Open=high (for sell)
(1/n)