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Chris L

Proof that AMD Vulnerability Report was a Hit Piece

The disclaimer page proves that the was a hit piece against Advanced Micro Devices $AMD.

Five examples:

1. "This website does not offer the reader any recommendations or professional advice."

2. "The report and all statements contained herein are opinions of CTS and are not statements of fact."

3. "Although we have a good faith belief in our analysis and believe it to be objective and unbiased, you are advised that we may have, either directly or indirectly, an economic interest in the performance of the securities of the companies whose products are the subject of our reports."

4. "You may republish this website in whole or in part..."

5. "CTS reserves the right to refrain from updating this website even as it becomes outdated or inaccurate."

Intel $INTC, Nvidia $NVDA get a temporary boost but as Ryzen and EPYC take market share, AMD stock will respond accordingly.

At the end of the rainbow is ... AMD:

$AMD, Advanced Micro Devices, Inc. / H1

Contributor Lee Briggs explained that the AMD vulnerability study comes from "researchers" with no history or earned reputation:

Melt Down and Spectre came from reputable long time well respected certified cyber security laboratories. This junk being spread today is from a fly by night formed in the spring of 2017 with no certifications, no track record, no credibility. Established security breach protocols were violated, an obvious fake news debacle.

For the hack to work, the hacker would first need to hack through the firewall, know all of the protocols to hack the operating systems security to break into high level administrator authority, would need to download a viral infested bios, then take remote control of the hacked operating system, place the system into a low level environment where a flash bios upgrade would be initiated, that would install the infected bios with fake OEM certification, then reboot the computer, take remote control of the computer, then hack into the CPU using the fake bios.


User TechAcc is on the ball with AMD's EPYC, Threadripper and Ryzen First Gen. AMD will launch Ryzen Gen 2 later this year.

I can see a defined group of AMD investors that base their conclusions using different knowledge bases. Every investor has their own expertise areas that they use on their stocks.

1.- The group of investors that based their conclusions in past charts/fundamentals performance
2.- The group of investors that base their conclusions in past hardware performance/products
3.- The group of investors that base their conclusions in the current new hardware products/performance
4.- The group of investors that are mainly interested in other stocks and try to dismiss AMD as a viable company with some fake-friendly people
5.- The group of investors that have mixed knowledge in several and/or part of these areas

I work with high-end hardware/computing technologies, so I am #3, and of course, I am long on AMD and think AMD will be doing great over the next couple of years. After seeing AMD latest release of new cpu,gpu,apu, and mcm fabric architecture and products, I think AMD has a solid architectural, product, and future generation growth to become one of the greatest new technology companies in this decade.

Of course, anybody from the other groups have their own opinion and will think I am crazy. But after following AMD, Intel, NIDDIA, IBM, Qualcommm, TI, Apple, Samsung, etc.. for 30+ years and working with several of their technologies for decades, I think AMD is recovering in such an historical way that I think Intel and some other companies are freaking out of their minds..

Again, I am long on AMD, and several other stocks/fund,. and in my view, I am sure I will retire early with my AMD past and future profits... good luck to everybody in all and any of your investments..

If you see AMD current state.. It already has released all their new cpu, gpu, apu, and infinity fabric architectures and products, so their status is that of a company that is ramping up profits that it lost (cpu area) and continuing to profit in other areas (gpu) , creating new markets for brand new unique hardware (high-end HSA APUs where low performance discrete gpus are not necessary any more), and with AMD using infinity fabric chip and MCM architectures/fabrics to linearly scale multiple cpus, gpus, and apus processors for processing large and very large data..

The first generations of EPYC, ThreadRipper, and Ryzen were first class, and their seconds generations with 7 nm, Qualcomm LTE modems, VR wireless displays, etc.. will be more than brilliant products, knowing that Intel is years behind having brand new architectures that can compete with AMDs incoming generations.. Intel has been using expensive chip components to try to outperform AMDs new architectures, and that option is not working any more. In the GPU area, AMD Vega is more than a hit.. even more knowing that AMD is selling their Vega high-end GPUs to Intel because Intel's integrated gpus are history.. but Intel sells 200 million integrated gpus (now obsolete) that Intel is replacing by the higher performing AMD Vega, which means AMD has the potential to sell 200 Million extra gpus if Intel wants their products to be able to compete against AMD products.. doing the math.. Intel 200 million gpus represent 70% of all the gpus sold in the world per year, NVIDIA and AMD sell the other 30% of gpus (integrated and discrete).. that will put AMD with a potential of 80% of all the gpus sold in the world.. Intel does not have a choice because currently all of its integrated gpus can't compete with AMDs APUs containing Vega gpus.. OEMs are strongly buying products from AMD, with close to 60 new products coming from AMD in 2018.. that's a fantastic growth in cpu, gpu, and apu markets.. while Intel is constrained to only the cpu market with low performing integrated gpus.

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