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Tuesday, January 16, 2024

AMD, NVDA Surge -- On A Down Day For The Market In General -- January 16, 2024

Locator: 46563TECH.

Terabytes of data. 

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Why? Link here.

More. Link here

But it wasn't just AMD.

AMD and Nvidia surged today in another down day for the market in general.

See terabyte events, featuring Taylor Swift. 

The headline is completely inappropriate on so many levels.

From the linked article:

Here was a marquee Wild-Card weekend playoff contest, walled off from the nonpaying public, all because the NFL sold the game to a mega media conglomerate, NBCUniversal, which wanted to use it to attract new subscribers for Peacock, its paid streaming service featuring French bike racing and 19 zillion reruns of “Law & Order.”

Far be it from me to reject capitalism in the Journal, but historically this hasn’t been the way of the NFL, where TV socialism reigns, and it’s supposed to be for each according to his abilities, to each according to his needs—especially the compulsive gamblers. (The Chiefs-Dolphins joust was available over the air, free, in the Kansas City and Miami area, per NFL rules.)
The streamer announced Sunday that 23 million people watched the game, a figure Peacock said includes those local audiences in K.C. and Miami. Peacock also claimed the game drove internet usage to “a single day U.S. record,” a major claim, if it includes the afternoon two llamas escaped in Arizona and BuzzFeed asked everyone: What color is this dress?
This is our new reality. You’re already paying Amazon if you’ve been watching Thursday Night Football; Sunday Ticket is off to YouTube; and, as cable continues to bleed subscribers, more streaming games are sure to follow.
The NFL’s desire for every eyeball is pushing up against the new realities of modern media, and if it wants the dollars (Peacock paid $110 million for its playoff game, the Journal’s Joe Flint reported) it has to let its TV partners reorient their business.

The writer of this article is also behind a paywall.

(Allow me to disclose the obvious: I’m behind a paywall! I’m fine with it. If this doesn’t work out, I’ll be standing at an intersection with my column scribbled on a sandwich board.)

Me? The only thing I see in articles like these about the Chiefs and Taylor Swift: a gazillion blades being sold, like Nvidia and AMD.

From IBD today:


From whispers January 5, 2024
, link here:

Tickers (and again, this was on a day the market in general fell about 1%):


One year ago, we all had the same information, if we read the 10-Ks:




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