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📈 💻AMD vs Intel and new competition!
Advanced Micro Devices $AMD-0.5% is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this...
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Shares of $PINK.PR are up more than 19% today after the pill company announced that it has reached an agreement with TCF Capital's Growth Expert s.r.o. to provide up to CZK 80 million in loans to pharmacies. I don't own shares in...
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I don't have them either, and I've never thought about them. I think the chart says it all...
Dexcom: Prospective investments in the healthcare sector
Dexcom, Inc. $DXCM-2.1%, a well-known manufacturer of continuous glucose monitoring (CGM) devices, is gaining analyst attention for its growth potential despite recent challenges in the market. Analysts at BTIG, including Marie Thibault, view the current situation as a favorable entry point for investors.
Growing Patient...
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Perfect find! As of the end of 2022, the company is hovering above the market consensus on earnings and their numbers are still rising. The outlook is for this to continue to hold through at least 2027. Absolutely brilliant. Even debt and margins, which are rising. The company is a bit more expensive now, but it could maybe start paying a dividend :)
I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.
So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.