저자: 미상 · 외국인
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결론: 발언자는 AMD가 CES 신제품 루머 여부에 따라 단기 급락(최악 시 2~4달러)할 수 있다고 봄. AMD 하락 근거: 매출의 약 1/3이 중국 사업이며 중국 경기 둔화와 애플 영향으로 소비자 지출이 줄 것으로 봄. 중국 합작 서버 사업도 언급. AMD 시나리오: 3000번대 CPU 16코어 5.1GHz 루머가 사실이면 주가 약 15달러 안정, 거짓이면 15달러 하락 후 최악 시 2~3달러까지 하락 가능. CES 전후(1월 9일 전후) 주가가 15달러 부근으로 급락 후 반등 후 재하락 예상. 실적 발표(1월 29일 전후)가 부진하면 9달러대 하락 가능. 루머가 사실이고 중국 영향이 제한적이면 20~30달러 가능성도 언급하나 약세장이라 50달러는 무리라고 봄. 애플: 중국 영향으로 타격, 발언자는 애플 풋옵션 보유(수익 400% 언급). 인텔·마이크론: 중국 사업 비중 있어 영향 받을 것으로 봄. 마이크론은 하락폭이 더 컸어야 한다고 봄. 마이크로소프트: 애플과 함께 끌려내려갈 것으로 봄(94~95달러 예상). 아마존: 중국 생산·판매로 애플과 함께 하락 예상, 풋옵션 시도했으나 비쌈. 넷플릭스: 75달러 부근 풋옵션 매수. 내일 1달러 하락 시 약세 신호, 110~120 회복 시 강세. 기타 종목(Aurora, CGC, Tilray 등): 거래량 약하고 하락 예상, 일부 포지션 손실 가능성 언급. Acreage Holdings는 10~14달러 매수 구간 언급. Hexo는 과거 4.26달러 수준 복귀 가능성 언급, 8달러까지 기대. 리스크: 루머 불확실성, 약세장, 중국 경기 침체. 출연자 전망은 대체로 약세.
다듬은 글
hey guys how's it going so in today's video I'm gonna be talking about aim AMD and how I think AMD stock could potentially go down to two to four dollars and I'll explain why in this video why I think Amy's going down first of all MD is getting affected like Apple because AMD business one third of Amy's business is in China I don't have any facts or any screens to show you proof just trust me on this a big part of AMD's businesses in China China sells a lot of a MIDI products not only that MD has a joint venture with a Chinese company to make Chinese server products so MD business is relying on China and because China is slowing down and Apple is getting affected by this that means that consumers are probably buying less iPads and laptops and are starting to save more because China right now is actually in a recession China right now is in a recession and that's not good for the US economy because our US businesses because US relies on China as a source of revenue and income that's that's how things are but let's say let's say if in the rise in 3000 series then CPU rumor was true and they did come up with consumer 16 cores 5.1 gigahertz boost clock speed if that's if this rumor is true and they are coming out with you know really fantastic CPU architecture technology for 2019 this could prevent the stock from crashing if this room is true aim D stocks gonna be around $15 but if this rumor is false AMD stock it could fall down to two to four dollars if this rumor is yeah if this room is false like it has to be 16 course if it's a cause with just five point one gigahertz then stocks gonna crash - it could crash the two to four dollars I'm not saying it well I'm saying it could but this rumor really needs to be true and then the stock might stabilize around fifteen dollars even in a market crash maybe ten dollars but it won't ever go back to two to four dollars at least this is my opinion but Nvidia is taking it hard and I think Indies getting affected Apple is getting taking it hard and you know the kind of like all related because now in the semiconductor / that kind of business but yeah so in the CES they're supposed to be launching this product at in the CS timeframe it's gonna be on january 9th around 9:00 to 10:00 a.m.
so our January 9th that's next week so I'm expecting AMD stock to plummet to around $15 and then maybe on the 8th they'll start rising for this for this AMD CS Consumer Electronics Show and then if the rumors are false is probably gonna decline back to $15 and then on on November sorry on November sorry January 29 2009 teen if AMD fails to make a profit and the income was a lot lower because of the of China in the stock getting it will get hammered even harder and we could see the stock in the low $9 and then from then thereon it'll probably keep trading and trading and trading until it hits all the way down to 2 to 3 dollars because we're in a bear market and that's what it's gonna it's gonna happen that's the worst case scenario but if this rumor is true AMD stock might be sick saved so it all depends on the earnings report what they have to say and you know this the room of the CPU but if both were positive and both this rumor is true and AMD is not getting affected by China that much and they're still making a lot of money and profit if though if that if that is the scenario AMD stock could go back to $20 $25 maybe even $30 for 2019 but it wouldn't make any sense because we're in a bear market right now so it wouldn't make any sense for MD stock to go to $50 while we're in a bear market even if this room is true so it might help stabilize the stock if this rumor is true at 15 to 20 dollars may drop to $10 that's just my opinion though but in all the it's all dependent on this rumor if this rumor is true then amy has a fighting chance Apple Apple after all is taking a hit oh I guess I'm making this video too oh by the way I do have a put option on Apple sorry AMD I guess I would disclose that Apple you know I damn it I forgot to snap you guys the screenshot but I was up three four hundred percent on Apple are very close to 400 percent on Apple you know a win from Apple is making back everything I lost last you know last week when I made too short of a put option and the Mario is rallying I got clipped on all the on all the put options a while in town in towns business is also in China to Intel relies on selling you know service CPUs and consumer laptops to customers in China amy has the bigger market in China but Intel also has lots of business in China so that's why Intel stock are affected micron also has a lot of in cellphones and in China so this dog should have caught effective way more today but 5% is still pretty bad Microsoft you know Microsoft not so much in China but Michael what it does does not make any sense for Microsoft to be even hovering at $97 this stock should be tanking back to like 94 dollars $95 because apples taking down hard and Microsoft it should be getting should be to be dragged along with Apple it kind of did was three point six eight percent was pretty bad today but it should be a lot more than three point six eight percent in my opinion Amazon is an Amazon also get their product from China and they sell product in China too shouldn't this stock kind of get affected by this I mean the the Amazon's biggest business is America and Europe is like second China is like yeah kind of like no not as big but still Amazon is also gonna getting dragged down with Apple so I think Amazon's going down I try to do a put option on Amazon but damn it's so expensive to buy to buy a put option for Amazon it was also very expensive to buy a put option for Netflix let me type in Netflix Netflix went down ten cents I kind of broke my rule today I bought three three put out three put options today so I couldn't help myself I saw Netflix at $75 so I bought one contract for like freaking uh like seven or eight hundred dollars at the at the peak though so I got a pretty good deal out of it but I mean still it doesn't feel it's so expensive to buy a necklace contract right now because I bet I'm betting with so many people putting put contracts on Netflix that the price has gone up like dramatically so nameste gave back a lot of its rally is tomorrow is will determine like if it if it dips below a dollar that shows a lot of weakness but if it rallies back to 110-120 then that shows no decent strength the volume was really crazy on it today nine point four million that's so crazy I have a video in my stock market membership group about nameste so if you haven't seen it check it out I talked about why I think nameste stock went up Aurora Oh Roy you know declined today after hours like up one sense but this is the American side cat a CGC also showing very weak the volume on Aurora and CGC is pretty low to turay you know I I think I know I could get lucky until I could just pop to eighty dollars before declining but I don't think so I think I'm gonna lose my entire position on Toure I could be wrong though I have a car option on Turay so I could I could lose that position but know who knows and Bev and Bev is nah you know I like being a not going down to $4 like I wanted to like you buy back in oh wow whatever I'll be patient I'm hoping this stock goes to four below $3 that would be awesome Jim Jim is I don't know why I have to my pin but tomb has been a flat dead stock lately no I'm just I'm pretty bitter about you and I'm not probably not gonna buy anymore tube unless he goes to 25 cents if he goes to 25 cents all liked in the low thirty cents I may pick some for fun but if it goes the 25 cents I'll make a big purchase entombed because I don't think and go any lower than 25 cents I mean I could totally be wrong though Man Man Man Man uh I don't know like I think I think Man man's gonna decline soon because I just I can't see Mad Men rallying back to $6 or $8 I say the best it can get up to his $5 and then I'll just fall back down at least it's just my opinion I'm hopefully know I'm hoping it goes back down to like three dollars and 40 cents you know would be nice it would be a very nice swing trade and that was the scenario I made I made a decent amount of money off Man Man swing trading it áfreeá uh I don't trust this company I probably won't buy it no matter what the price is just just because I don't trust the company so I mean I think there's like so many other companies to buy out there acreage Holdings like acreage Holdings if it ever goes back to $10 yeah it would be awesome buy but let's see I guess twelve twelve to ten dollars thirteen thirteen to fourteen dollars would be a nice buy on it let's see where it goes it's no very very new IPO and I think it's manipulated so it could go all the way to like $50 but they'd probably decline back to $25 so I don't know I don't know because I think this stock is being manipulated we'll see what happens though I think the stock should be declining back with the rest of the market and I think it's gonna end up in like 13 to 12 dollars range eventually but if it keeps rallying up that will shock me and so hexyl heck so did a nice run today I don't know why didn't was there any news hex or reaches construction license milestone for the 1 million square feet that was December 27th its January 3rd so no December 27th was right here was four dollars and 26 cents so what was the news that made it rally up and absolutely no news it's just popping so I'm thinking that it should be coming back to four dollars and 26 cents but we'll see what happens I mean this stuff used to be like 8 bucks so if you get it like 4 bucks you definitely will double your money so yeah because I do think that you know hexa will probably go back to $8 probably about 100% sure but that's what I think so yeah anyways thanks for watching I know thanks for watching I hope you enjoyed this content subscribe for future updates and have a great day bye
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