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EK Capital Private ID: 70168782
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    $Advanced Micro Devices(AMD.US)$ There is no need for either party to panic now.
    AMD has the ability to compete for a place in the AI field, not to mention that it has now merged with Xilinx, and there are no problems with the product.
    However, judging from the increase, these companies are all a bit too objective. Calm down and look at the fundamentals, 130 isn't that expensive if it's a year later and a recovery is certain. However, based on current fundamentals and circumstances, the market price is also slightly higher than the 23-year valuation.
    The best case scenario is cooling, and the range fluctuates. Continued gains spawning an AI bubble are of no benefit to anyone.
    There are two downward trends. I prefer that the gap above 106 will be filled, and there is support at the beginning of 100. Once the gap is filled, time can also reach the performance recovery cycle. The second possibility is to stop at 117.
    Translated
    $Advanced Micro Devices(AMD.US)$ 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.
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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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