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AMD profited from the IA boom from NVIDIA but ain't competitive at all, their products do not get the same hype as nvidia which is their direct competitor in that space. Not a great pick for any value investor as their margins, ROCE, & FCF are super low. The stock is MASSIVELY overvalued.
Lol you are right about them not being competitive in hype. Nvidia latest cards are over clocked with extra power consumption. Their main advantage is lost over AMD.
🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras
☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS
📰 Join the FREE weekly Newsletter: DividendTalks.substack.com/subscribe
💬 Join the community in our Discord: www.patreon.com/DividendTalks
👋 Follow me on X: www.x.com/DividendTalks
💰 Free shares up to £100 by joining Trading212:
www.trading212.com/invite/Gux0x99S
20% OFF Seeking Alpha Premium:
www.sahg6dtr.com/29N4DP9/R74QP
SMCI, AMD, ON, ACLS
Can you analyze SOFI?
LSCC is down a lot also for a semiconductor, around 40% down from highs
ARM micron and vertiv ready to go to the moon
what you think about S sentenial one ???
i got a little bit recently not much
SMCI
AMD,
ON
ACLS
AMD ain't it chief, it's garbage
Great video as usual , if you can do a videoa about intel as of today
Thanks! My earlier video today contained an analysis of Intel 😊
Can you do MU
AMD profited from the IA boom from NVIDIA but ain't competitive at all, their products do not get the same hype as nvidia which is their direct competitor in that space. Not a great pick for any value investor as their margins, ROCE, & FCF are super low. The stock is MASSIVELY overvalued.
Lol you are right about them not being competitive in hype. Nvidia latest cards are over clocked with extra power consumption. Their main advantage is lost over AMD.