AMD Fair Price
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My Notes
Začít psátFeed
🔍 Danger for Intel and AMD!? 💡
Longtime personal computer market leaders Intel $INTC and AMD $AMD+1.7% face a new challenge. UK chipmaker Arm $ARM-2.0% is coming up with ambitious plans to make a push in this market, especially through Qualcomm $QCOM+2.1% and their Snapdragon X Elite and X Plus chips , which will soon appear in laptops from manufacturers ASUS, Acer, Dell, HP...
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💡 Earnings season continues, AMD and Supermicro shares fall!🚀
AMD $AMD+1.7% reported revenue in the $5.4 billion to $6 billion range , right in line with Wall Street estimates. Yet the stock is down more than 8 %.
Analysts point out that the growth outlook AI For AMD may not be as strong as expected. Bank of America lowered its target price from 195 USD to 185 USD, the bank also...
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Well, AI isn't pulling as much, it's having a weaker moment and the whole market including the indices are down. That's my stuff...
📊 Investment Calendar 📆
Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI+1.1% and ON Semiconductor $ON+1.0%. After the close, just the results of Paramount $PARA...
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Shares of AI chip companies plunged several percent yesterday📉
Shares of Nvidia $NVDA-0.4%were in a selling trend after an analyst pointed out that Super Micro Computer $SMCI-8.0%, another big player in AI, failed to present preliminary earnings, raising doubts about upcoming results.
![SMCI](https://media.bulios.com/media/ticker/7d9a3552-dfae-45d2-8f55-20ced8c7f418.png)
Super Micro Computer
SMCIRead more
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You can see the drop there nicely, but as Christopher writes, those prices are still high.
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I don't own stock in either Intel or AMD, but if I had to pick one I'd pick amd
$AMD+1.7% posted Q4 results that were in line with Wall Street's expectations, but the company's stock still took a 6% write-down in extended trading.
How do you think the company will fare this year and with its competition with $NVDA ?
![AMD](https://media.bulios.com/media/ticker/4f4c58d2-6aef-449f-a01f-375fb34660da.png)
AMD
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Despite the drop, I managed to grab $30 on the demo where I'm trying to trade earnings.😉
📊 Interesting events of the coming week! 🚀
Have a nice Sunday evening, here's a list of what I think are the most important news items coming up next week.
Keeping a close eye on these events can be key to successful investing and...
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Hello, investors. As you can see the stock of $INTC+1.2%, since the beginning of the year the stock price has increased by 90%. What do you think Intel's chances are in the market versus $AMD+1.7% or $NVDA-0.4%?
![INTC](https://media.bulios.com/media/ticker/45591307-3e20-45ce-8034-990f768cdde2.png)
Intel
INTCRead more
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I think it has almost no chance against these companies. But Intel is a great and quality company.
Nvidia is strengthening its dominance in the chip markets.
Today I read a new report that Nvidia $NVDA-0.4% and AMD $AMD+1.7% are working on Arm-based PC chips. These Arm-based chips, also used for smartphones, often consume significantly less power, which is critical for battery-powered devices.
![](https://media.bulios.com/media/statuses/inside/07b3ab1c-d40e-4e33-9b0f-68c31e7df077.jpg?w=600&h=300&mode=fill&fill=blur)
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The best-performing S&P 500 stock so far in 2023:
Nvidia $NVDA-0.4% +231.9% Facebook $META-3.0% +146.3% Tesla $TSLA+0.2% +98.9% Royal Caribbean $RCL-0.5% +97.7% Carnival $CCL+0.6% +95.2% PulteGroup $PHM+0.3% +81.5% General Electric $GE-1.0% +74.7% Palo Alto $PANW-0.5% +73.9% West Pharma $WST+0.2% +73.2% AMD $AMD+1.7% +69% Adobe $ADBE+1.6% +67.4% Salesforce $CRM+1.7% +67.1% Lam...
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Unfortunately, neither, but I did manage to buy at least $AAPL-1.6% and $GOOGL-1.8% shares.
Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.
Apple Inc $AAPL-1.6%, Nvidia Corp $NVDA-0.4%, Alphabet Inc $GOOGL-1.8% and Advanced Micro Devices Inc $AMD+1.7% have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.
Intel Corp $INTC+1.2%, Samsung Electronics Co Ltd,...
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Meanwhile, since $NVDA-0.4% is shooting us up to the moon, how about taking a closer look at its competitor $AMD+1.7%? The latter isn't as priced and is even below its fair price according to Bulios indicators. How do you view this company? Can it ride the Nvidia-like wave over time?
![AMD](https://media.bulios.com/media/ticker/4f4c58d2-6aef-449f-a01f-375fb34660da.png)
AMD
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The question is whether AMD will keep the +-100 support or go a notch lower. Personally in terms of product I don't like AMD I have a graphics card and I have to say it's sometimes extreme those drivers for their cards. But 😂 from an investment point of view it's a good stock and I'll wait to see how it performs on trend plus support. 🙂
What do you think of the AMD $AMD+1.7% results?
Bulios Flash News: Advanced Micro Devices (AMD) reported better-than-expected second quarter results. Earnings per share came in at $0.58, up from the estimated $0.57. Revenue fell 18% year-over-year to $5.4 billion, but still beat expectations of $5.32 billion.
![](https://media.bulios.com/media/statuses/inside/6a5d2fd1-428f-4af4-b54d-f67cebeb539d.png?w=600&h=300&mode=fill&fill=blur)
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I'm honestly surprised. Because the mines just aren't good yet, they're still going down, and that's where the other things are coming from, plus their P/E? ... like it's great, I wish them well and it pisses me off that I didn't buy. Plus the opportunity in India is great! ... they're different companies, but if I take $SBUX-1.7% for example which also had results yesterday and vice versa, the share price went down and a bit, even though their earnings are growing due to how the world is already open after Covid.
Advanced Micro Devices $AMD+1.7% announces results today after the markets close, let's hear the views. 😊
I'm pretty unsure here what to expect. The news of the last few days the company has unveiled some nice ones, like the future plan to invest $400 million in India in the next few years.
![](https://media.bulios.com/media/statuses/inside/b320bc40-26fa-44ef-a2bc-cba74489d182.jpg?w=600&h=300&mode=fill&fill=blur)
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I've been thinking for a long time that it's time to check out the companies that are going into production here in India, so I might as well start resersi here :)
So finally, neither $NVDA-0.4% nor $AMD+1.7% have recovered from yesterday's losses, which they suffered before the market opened on reports that the US government could again adjust chip shipments to China.
Although they looked to take profits during trading to erase their losses, both firms ended the trading day in the red.
Is this a sign of slowing growth or just a slight...
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I'm reading this status 3 days later and it looks like just a little blip :)
I haven't heard of the company, but the growth there is solid and from what you write it looks like the company has quite a bit of growth potential.