AMD 全部观点

You have Intel and you have AMD. AMD is down 21%, ARM is down 40% and some Intel is down almost 40%. But they're all heavily up over the past year. So, they had the spike and then a massive correction. But now we're just sitting pretty.

Out of all of them, you can't go wrong neither with Intel or ARM or AMD. But particularly, I like AMD the best. And here's why. Because I always like to look for the one with the best story, the best fundamentals, and the best setup, and the most misunderstood. That is AMD in a nutshell.

And then Nvidia and AMD, well, they provide compute.

Let's begin with AMD, the most obvious. At first glance, you might think, well, wouldn't good Nvidia earnings be bad for AMD? Not necessarily. If Nvidia says AI accelerator demand remains enormous, hyperscalers continue increasing their spending, well, customers can't get enough compute, that's evidence that AMD is competing inside an enormous and expanding market.

Remember my AMD thesis in a few videos back. AMD doesn't have to beat Nvidia. They They even have to catch Nvidia. If the AI accelerator market becomes large enough, AMD simply needs to capture a meaningful percentage of it.

So, strong Nvidia demand can actually reinforce my AMD thesis. The danger would be if Jensen starts talking about weakening accelerator demand because then investors aren't debating market share anymore.

They're debating whether the entire market is slowing. That's much worse for AMD.

Seeing this down 6.6% AMD [clears throat] down over 7%. We might talk about AMD at some point in this video here today, okay?

This one likely has one epic end of the year run, okay? I think a lot of people assume AMD's done for the year. It's gone into hibernation. Watch out. Watch out. Where is AMD going in the next two to four weeks?

Your guess is as as mine. I don't know. Maybe it goes down to 400. I don't know, maybe it goes to 500. Maybe it stays around here 450. I don't know where it goes in the next couple weeks here, but I think it has an epic end of year run, okay?

Right now, I'm a huge AMD shareholder. We all know that, right? I you know if I have to root for Nvidia or if I have to root against Nvidia I root for Nvidia absolutely and the reason being is you got to understand AMD's next quarter you know expectations are around $13 billion of revenue right I think they'll easily do 14 or more but the moral of the story is it's very small number in Nvidia's next quarter they're expected to do hundred billion plus right so AMD is really running its own race it's not like um you know if AMD was doing $50 billion of revenue right now or 60 billion then we can say oo this is a much closer fight but AMD can grow substantially without really impacting Nvidia at the moment 2 or 3 years from now that's going to be a little different but for right now that's the situation because AMD is just so small compared to Nvidia

AMD up 10,000.

It is A M D. Now, I thought it'd be important for me to talk about AMD and talk about the longer term opportunity here. And the reason being is last week, right? Earnings came out.

And the report was a disappointment, right? And it is a crazy to be a disappointment because they beat on everything you can imagine including the guidance. It's just we were looking for the shock and awe quarter and we didn't get it, right?

Hi, I'm Jimmy. In this video, we're looking at advanced micro devices, ticker symbol AMD.

So, in this video, we're going to run through the basics of AMD's business. We're going to look at some of the numbers and then we're going to try to come up with a fair value for AMD stock to see if it's worth investing in today.

So, this stock has done us very well, obviously, up $914,000 in the public count. But, this stock is incredibly weak. We have to call it the way we see it, right? And this stock is just very very weak.

It's down 19% from all-time highs. And the trend in AMD is every time the stock tries to come back to life, the it basically has a lower high than the previous time. Lower high, lower high, lower high.

And this is a trend we continue to see play out here.