Old Time Investor - Comments

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Can AMD Catch Up To Nvidia In The Race For AI Chip Dominance?
1 month ago
Not right now. Nvidia's revenue in 2025 will probably be 200-250B, and with 45% net margin, $NVDA's free cash flow might reach 200B in 2026. To put in context, the current free cash flow of Tesla (one of the 7 mags) is 1.35B, AMD's fcf (the so-called #2 AI chip company) is 439M, and Intel's fcf is -13B.
In this article: AMD, NVDA
GameSquare: At The Peak Of Its Game
2 months ago
Sounds like a lot of exciting opportunities here. I would say $GAME is definitely undervalued.
In this article: GAME
Getting More Gold And $60 For GDX
2 months ago

Great article.

The Fed Is Cutting: Time To Buy The Cheap Homebuilder Stocks
3 months ago

Already priced in, they all overvalued RN. Bearish.

2 Uranium Stocks To Buy Now And Hold For Huge Nuclear Energy Upside
3 months ago

I agree with you.

In this article: CCJ, URA, LEU
GameSquare Surges Towards Profitability After FaZe Clan Acquisition
3 months ago

Expenses matter too.  And acquisitions aren't cheap.

In this article: GAME
GameSquare Surges Towards Profitability After FaZe Clan Acquisition
3 months ago

"Surges" is a very strong word.  Can you define exactly what that means?  And if the company is suddenly so profitable, why did their stock drop by 5% this morning, right before this was published?  Inquiring minds want to know.

In this article: GAME
Four Stocks To Watch This Week - Monday, August 5
4 months ago

Thanks, I didn't have any of these stocks on my radar.

In this article: LMT, GILD, PDD, FUTU
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