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US and international equities, fundamental analysis, earnings plays, and long-term investing.

6 members4 postsCreated about 2 months ago

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Posted by u/trader_mike•about 2 months ago

AMD is quietly stealing server market share — anyone following this closely?

Q1 results dropped and AMD posted 80% growth in the data center segment. EPYC Turin is selling like hotcakes and hyperscalers are seriously diversifying away from Intel.What I'm watching:Server market share went from 18% to 24% in one yearMI300X is starting to find its place against the H100Gross margin expanding for the 6th consecutive quarterI'm holding 350 shares bought at $148, not moving. Valuation is still reasonable compared to NVDA at 35x forward.

6 Comments

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Posted by u/chart_wizard•about 2 months ago

Microsoft just lost its biggest military cloud contract to AWS

The $14.5B JEDI II Pentagon contract was just awarded to Amazon. Microsoft loses a structurally important deal.Sell volume up 2x this morning. The issue isn't just this contract, it's the signal: Azure is losing ground in the public sector.Anyone else worried about Azure growth slowing to 26%? We were at 35% four quarters ago.

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467

Posted by u/newbie_investor•about 2 months ago

What actually counts as insider trading? My coworker says he traded on a "tip" and I'm worried for him

My coworker works at a biotech company. He overheard his manager talking about a drug approval that hasn't been announced yet, then bought a bunch of call options the same day. He told me about it like it was no big deal.Is this textbook insider trading? What are the actual consequences if the SEC catches you? And how DO they catch people — like do they monitor every single trade? I'm genuinely concerned for this guy but also want to make sure I don't get implicated just for knowing about it.

5 Comments