AMD Investors' Day; Apple-Ticketmaster Partnership -- October 10, 2024

Locator: 48553AMD.

AMD: plummets. Not a bit surprising.  Competing with Intel. But that is not what investors wanted to hear. CPUs are so yesterday. 

Let's see what's being said about AMD today. Over at twitter:

• AMD's newest chip: "Turin"
• fifth generation EPYC
  
• AMD expects to grow at 60% CAGR over the next four years:
• from $45 billion today to $500 billion in 2028
• AMD says better performance than Nvidia but analyst says this comparison does not use the 3X-perforance-enhancing software from Nvidia
• if true, this is the one that catches my eye: META says that it has installed 1.5 million EPYC processors;
• says all live traffic for Llama 405b runs exclusively on MI300X -- needs to be fact-checked
• analyst: if Nvidia / AMD share remains the same, based on AMD's analysis, AI GPU demand would nearly double "Street" consensus.
• analyst: another +$14million unusual call buying for AMD today
• that's nearly $30 million from just one buyer within the past 48 hours
• "someone knows something"
• and AMD drops 4%
• someone knows something
  

Apple: Ticketmaster will start using Apple Wallet this month. Link at The Verge. 

Ticketmaster announced today that it will be the first ticketing company to use Apple’s upgraded Apple Wallet tickets for iOS 18.

With the improved tickets, you’ll be able to see event information “such as a map of the venue and parking details, recommended playlists from Apple Music, local forecasts from Weather, and easy access to location sharing to help fans find their friends when they arrive,” Ticketmaster says.

Venues and teams will also be able to add links to their app or website. The first Ticketmaster event to use the upgraded tickets will be the October 19th Los Angeles Football Club game at BMO Stadium.

Ticketmaster says the Miami Heat will be “next to debut” the new ticket experience, though the company didn’t say exactly when that might happen. The improved ticket experience will be “more widely available” next year.

**********************************
Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 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. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
• And, also. I am also inappropriately exuberant about all things Amazon but hold no position in AMZN. Never have.