
Petri Redelinghuys
@traderpetri
Derivatives Trader. Street Dog. Market Student. Founder of @HerenyaCapital. Tweets are opinions only and are not to be taken as advice, nor endorsements.
ID: 243968775
https://www.herenya.co.za 28-01-2011 05:59:20
43,43K Tweet
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[POLL] Simon Brown is chatting with Petri Redelinghuys, asking if he is still bullish on gold. Are you still liking gold for a run higher? Livestream the #podcast: bit.ly/3fj3DO5

Bull case for gold still glittering with Petri Redelinghuys moneyweb.co.za/moneyweb-podca…




AMD’s earnings miss and implications for stock valuation with Petri Redelinghuys moneyweb.co.za/moneyweb-podca…


Simon Brown Petri Redelinghuys I am no semiconductor expert, but what attracts me to AMD is (1) as AI matures, more workload shifts from training (GPU, i.e. Nvidia) to inferencing (CPUs, i.e. AMD), & (2) Their products are cheaper, which on a $300bn capex bill makes a *big* difference to your AI's ROI..


[PODCAST] Herenya Capital Advisors' #PetriRedelinghuys shares insights on #AMD, #Nvidia, #Intel – and the future of chip stocks. Catch the full #MoneywebNOW interview with Simon Brown. #Moneyweb #TechStocks Download the podcast here: ow.ly/cyOv50WBr50





