Advanced Micro Devices Inc
52 Week High
52 Week Low
7 Days Mentions
It's time to sell AMD AMD merge with XLNX, AMD stock will drop, XLNX will go up. AMD value just dropped and P/E is too high now. And how they going to pay back massive DEBT while interest hike rise? Lol who buying AMD now, they going to lose some money today.
I'm not surprised if AMD ends up in red. Because like 90% times, when someone is buying someone, then who pays the money, their stock goes down. Remember PayPay to buy Pinterest, Paypal lost 10% but Pinterest rised 10% AMD have to pay all their profit + debt goes bigger to buy other company. And it does not help AMD much.
Not sure what you mean exactly by "the bulk" - many of the big tech names you were likely thinking of don't have 50%+ of their revenues coming from USA though, despite the fact that they all initially had 100% revenue from USA and slowly expanded their efforts outside of America. Obviously an American tech companies start off by focusing on the American market, but we're discussing growth opportunities for Netflix, and the guy I'm replying to says we're close to the population cap and growth will be tough from here because they've reached most of the US already. Apple - 38% of revenue comes from USA + Canada NVIDIA - 19% of revenue comes from USA AMD - 25% of revenue comes from USA Google - 45% of revenue from USA Netflix - 43% of revenue from USA + Canada Facebook - 48% of revenue from USA + Canada And these percentages are typically trending DOWN, not up, as they continue to expand outside of the American markets.
If we dip hard over next 4-8 weeks into first first hike.....what are you looking to add to your long term port/leaps? For me port...MSFT, AMD, AAPL, COST, BA, GOOG....leaps on F, TTD, DIS, BF.B. Gamble on FUBO at $8, PLTR at $7
I think quality, profitable companies will be the best market performers over the next couple of years. I think the explosive growth high P/S stocks will have their day again but it might not be for several years. The ones that mature into highly profitable companies will of course do well but time will tell. I like AMD a lot. DIS is solid, but would prob just put that money into VOO, don’t see a ton of upside with DIS and certainly more risk than an index. NET I’m staying away from.
Do you know what beta is? Check out each one of your stocks beta and average it up. If it says 0 or -- where beta should be, that's a really bad sign. I'm not a financial adviser but just sell all of that except ENPH and AMD. If you want my opinion, you should just be 50% ENPH and AMD ...or keep the 2% in CSIQ and 48% ENPH works too I guess
That was me in 2008. Small holding in AMD stock. Bought at $14 and watched it drop to $2. Sold recently at $92. Bought back in when Covid hit. All my tech stocks are in the dumpster again but thankfully this time I diversified better. I'll start buying monthly from here on. If I did that with AMD, I'd be crazy rich right now.
Lol at the guy below you waiting to buy AMD at 50. Powell said exactly what people expected and the S&P did basically nothing; it’s all baked in. Someone who’s been sitting in cash waiting for the “big crash” to then buy AMD or AAPL at 50 is going to be holding that cash for a longgg time while it loses value in some junk savings account at 0.4% or maybe 1.4% after Powell hikes for a year. The correction in speculative tech like ARKK stuff has already occurred, those companies are down > 50%. Big tech is down but still does nothing but mint money; MSFT literally just crushed earnings and guided strong, and faked everyone out in AH when it dipped and then ripped on guidance. You think Tim Apple and Nadella can’t make more money than god with a little rate hike?
\- Not a single current and near-term upcoming AMD CPU is beating Alder Lake in the consumer electronics department while AMD is on almost half the nano-meters. \- AMD is winning market-share in the cloud computing department but Intel is winning big in the enterprise and government department, 53% YoY rev growth is quite insane, and those contracts stick. \- Notebook revenues were down by 16% YoY, but this course will reverse imo if you read the [rave reviews of the Alder Lake laptop version](https://www.pcmag.com/news/first-tests-intels-12th-gen-alder-lake-core-i9-is-the-laptop-cpu-to-beat). \- Intel has a lot of goodwill with the US government over their decision to invest as much as they are in the US, very positive. \- Over the long term, Intel is valued quiet cheaply and if they execute on the massive investments they're doing the gains will be substantial. Intel will be an absolute goliath if they have their own supply-chain and their margins will be really really fat. On top of that they are isolated partly from trouble with the Chinks too. Glad you shared your reasons to be short though, thanks!
$INTC luckily recovering, hope green tomorrow. Government revs up 55%, laptop revs down 16%. It's a mixed bag but Alder Lake is killing it and AMD is raising prices fast. $INTC still a great buy in this environment in my opinion, 10 P/E stock in this environment while they are planning on doing a total of $180B in investment for their 9 chipmaking modules in the US.
I think I may not have explained fully I’m not saying an outright new AMD or NVDIA I’m saying a manufacturing facility. Also there’s plenty of tech companies who are pushing into this space or who are revamping into this space look at intel
just buy AMD. They are going to be the leaders in semis moving forward. Intel should've crushed them ten times by now, they haven't because they are no longer the company they used to be... and they can't. If this was 90's/00's intel, amd would be dead. It's too late now.
Intel is about to slap the shit out of them… the next gen chips in the pipeline don’t even compare, their newest (as of like this week) laptop chips are 30% better performance than the comparable top AMD chip. It’s not even close. AMD crushed them for like 2 years because intel was so far ahead of everyone. The sun is already setting on that, and on top of that intel is about to have soooo much manufacturing capacity in the next 4 years. I feel bad for you