AMD’s Position in the A.I. Race
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- Опубликовано: 29 апр 2024
- AMD (AMD) reports earnings this afternoon. Ivana Delevska previews these earnings and discusses AMD’s position in the A.I. chip race. She talks about how expectations for AMD’s earnings have reset lower. She goes over what to watch when AMD reports earnings. She also looks at expectations for Amazon’s AWS growth. Tune in to find out more about the stock market today.
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Ivana ⭐️
In 2017/18 I started liking and buying NVDA a lot so I was aware of AMD which I clearly remember having this phone conversation with my friend Phil whether we should get it, but it had been trading and stuck between $8-$10 for months and that week it had just jumped to like $12 or $14 or something and we were like “nah don’t like it here, we missed it”. lol (yes I still have my NVDA, Jensen is King 👑)
MORAL: “it’s not about TIMING the market, it’s about TIME IN the market”. (the higher quality of a company the more true this is)
Tropes are Stupid....I've been in AMC for years. Lost my virginity there😂😂😂
Data center was not 0 in 2023 LOL
Not as volatile as Ivana’s fund -45% in 2022 compared to -18% S&P .
💵💵💵💵💴💴💴💯
does oliver even know SMCI is not a chip company ???
No AI? So what? There are beaten expectations every where.
Sales growth 2%. PE of 70😂😂😂
AMD Scamming 😂😂😂😂😂
NVIDIA has won and AMD will be lucky to have crumbs. Sorry, but that is the truth. Luckily I sold my AMD stock a couple years back and bought more NVIDIA. It's not too late to move from AMD to NVIDIA....
AI is overvalued, I believe that AMD's development in fpgas will really benefit the company.