When AMD$Advanced Micro Devices (AMD.US)$announced its financial report, its revenue outlook for AI chips disappointed the outside world. Analysts worried that it might also face the risk of oversupply of PC chips. Compared Q4 2024 PCsShippingData and AMD,IntelAccording to the CPU sales situation during the same period, it is found that the PC industry once again has obvious excess inventory, and the supply in the channel has exceeded the...
$Advanced Micro Devices (AMD.US)$Does a stock/company have instrinsic value? Using AMD’s price action as an example, a company does not have some fixed intrinsic value. However, it is valid to talk about the market expectation (or financial model) embedded in the price. When AMD was trading above 160, the market expectation was they would have a sizable market share in the AI GPU market, and share gain in the server CPU market. Now, it appears the market expectation is that AMD will only keep t...
$Advanced Micro Devices (AMD.US)$ If we look back at the period of Sep 2022 ~ Jan 2023, the price successfully makes a rebound from the ma200 line. Hope we could see another rebound happen this year.
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Juhil Patel
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for now, it looks broken but we will see next week !!!!
$Advanced Micro Devices (AMD.US)$ Hai! glad to be back on the farm, moomooo.......... Patience is the key level to overcome critical levels (Advanced Micro Devices Inc - NASDAQ) Advanced Micro Devices Inc - NASDAQ
On call 777
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Seeing this wave of decline is truly a nightmare. 227 can become 112, mainly because AMD's CEO is a woman. Investors are not interested in women.
$Advanced Micro Devices (AMD.US)$Majority said this was going to the 90s and now it's going up. Some of your predictions are worse than a weather forecast.
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Francis_陳政
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It depends on the time frame you are referencing.
105755280
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when go down, then they set price target 30-50% down. when go up, then they set price target 30%-50% up. nothing useful has been told. this is also my simplication of majority of technical analysis
$Advanced Micro Devices (AMD.US)$Summary from an analyst on AMD valuation: There is a massive $22.8b ticking-time bomb from potential Xilinx-related goodwill impairment reported as Embedded segment's in the financial statement. This segment revenue was down 33% y-o-y, raising concerns about AMD's ability to recoup this massive $49b investment. A further goodwill impairment charge will send EPS into -ve territory because its largest historical net income amounted only...
Yolo Bull Trader
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actually...amd is otw up, rebound from support of 250 ma , undervalue while Intel is just up due to jd Vance and "talks between tsmc and Intel"..not sure why you think Intel is a better buy.
MonkeyGee
OP
Yolo Bull Trader
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not caring about that fake value stuff. looking at long run. what will happen to value once people figure how shitty their chips really are? I can't be the one using amd for non-gaming purposes.
Yolo Bull Trader
MonkeyGee
OP
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yeah, I agree that Intel CPU is better than amd..but amd growth in share pice is due to 50% of the business allocation into data center.. not their CPU business. well, let's see who is right few weeks later, I am the opposite, bullish on amd, very Bearish on Intel.
MonkeyGee
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Yolo Bull Trader
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is that more concerning, pC chips can't even operate properly, and they are going into infrastructure chips. in addition, if Trump is talking about national security, wouldn't AMD be the place to start? This in terms of week you could be right but I'm think about months.
Advanced Micro Devices Stock Forum
Compared Q4 2024 PCsShippingData and AMD,IntelAccording to the CPU sales situation during the same period, it is found that the PC industry once again has obvious excess inventory, and the supply in the channel has exceeded the...
Using AMD’s price action as an example, a company does not have some fixed intrinsic value. However, it is valid to talk about the market expectation (or financial model) embedded in the price. When AMD was trading above 160, the market expectation was they would have a sizable market share in the AI GPU market, and share gain in the server CPU market. Now, it appears the market expectation is that AMD will only keep t...
If we look back at the period of Sep 2022 ~ Jan 2023, the price successfully makes a rebound from the ma200 line. Hope we could see another rebound happen this year.
Hai
Patience is the key level to overcome critical levels (Advanced Micro Devices Inc - NASDAQ)
Advanced Micro Devices Inc - NASDAQ
There is a massive $22.8b ticking-time bomb from potential Xilinx-related goodwill impairment reported as Embedded segment's in the financial statement. This segment revenue was down 33% y-o-y, raising concerns about AMD's ability to recoup this massive $49b investment. A further goodwill impairment charge will send EPS into -ve territory because its largest historical net income amounted only...
Laggiest piece of junk I have ever used
can't even outperform a 5 year old INTEL
Total Junk
I'm sure there are a million other reasons
$Intel (INTC.US)$ $NVIDIA (NVDA.US)$
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