$Advanced Micro Devices (AMD.US)$ There is no need to panic on either side now.
AMD has the strength to compete in the field of AI, especially now in the state of merging with Xilinx, and the products are fine.
But in terms of the rate of increase, these companies are a bit objectively overvalued. Looking at the fundamentals calmly, if it is a year later and under a confirmed recovery situation, 130 is not considered expensive. But considering the current fundamentals and environment, the market value is slightly higher than the valuation in 23.
The best scenario is cooling down, range oscillation. Continuously rising will create an AI bubble, which is not beneficial to anyone.
Two downward trends, I lean towards the gap above 106 will be filled, with support at the hundred level. After filling the gap, it can continue upwards, and the time can reach the performance recovery cycle. The second possibility is to stop at 117.
AMD has the strength to compete in the field of AI, especially now in the state of merging with Xilinx, and the products are fine.
But in terms of the rate of increase, these companies are a bit objectively overvalued. Looking at the fundamentals calmly, if it is a year later and under a confirmed recovery situation, 130 is not considered expensive. But considering the current fundamentals and environment, the market value is slightly higher than the valuation in 23.
The best scenario is cooling down, range oscillation. Continuously rising will create an AI bubble, which is not beneficial to anyone.
Two downward trends, I lean towards the gap above 106 will be filled, with support at the hundred level. After filling the gap, it can continue upwards, and the time can reach the performance recovery cycle. The second possibility is to stop at 117.
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$Advanced Micro Devices (AMD.US)$ B of A downgraded to buy at a lower price. AMD's net market ratio went from 18 to an astonishing 2 after the merger, and higher growth would soon allow its earnings per share to surpass NVDIA. The acquisition of Xilinx as a video card and CPU giant also made their market space even more huge.
I think the reasonable price for AMD is 220 after 12 months. If you were in last year's environment, you could reach 330. If there were a bear market, he would be one of the few companies that bucked the trend at the current price, with a target price of 150.
As one of the few companies that can maintain high growth, profit, and value-level valuations in the post-pandemic era of austerity, you should keep an eye on your stock list.
I think the reasonable price for AMD is 220 after 12 months. If you were in last year's environment, you could reach 330. If there were a bear market, he would be one of the few companies that bucked the trend at the current price, with a target price of 150.
As one of the few companies that can maintain high growth, profit, and value-level valuations in the post-pandemic era of austerity, you should keep an eye on your stock list.
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$Advanced Micro Devices (AMD.US)$Most of AMD's income comes from the United States and Asia. Even if Russia blew up Europe, the impact on amd's revenue would be no more than 10 per cent. Russia and Ukraine are both small countries economically, accounting for 2% of global trade. Any fall in the conflict between Russia and Ukraine is an opportunity in my eyes.
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