AMD Stock Plummets -- What Went Wrong?

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  • Опубликовано: 10 июн 2024
  • AMD Stock price took a massive hit after the company reported earnings. Numerous analysts have decreased their stock price target for Advanced Micro Devices Stock. Is it time to buy AMD Stock or time to sell AMD stock, the company many semiconductor investors believe it's the next NVDA stock?
    A portion of this video is sponsored by The Motley Fool.
    Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 650% as of 4/16/2024 and measured against the S&P 500 returns of 148% as of 4/16/2024. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.
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Комментарии • 59

  • @JoseNajarroStocks
    @JoseNajarroStocks  Месяц назад +2

    🚨 Special Offer www.fool.com/jose 🚨
    Substack josenajarro.substack.com
    🚨 Semiconductor News: semiconductorwatch.com/
    Thoughts on AMD Updates????

  • @mytj228
    @mytj228 Месяц назад

    Thanks for the video! Btw. what web are you using to get that info from?

  • @derekwillstard3613
    @derekwillstard3613 Месяц назад +6

    WTF, I invested last 6 installments of my grandma’s retirement pension in AMD…🤦‍♂🤦‍♂

  • @mikeko2792
    @mikeko2792 Месяц назад +3

    Appreciate your videos

  • @chandlerzhao9069
    @chandlerzhao9069 Месяц назад +6

    If AMD's market share for the MI 300 isn't that great, are you suggesting that Nvidia is continuing to grow its own market share?

    • @JoseNajarroStocks
      @JoseNajarroStocks  Месяц назад +8

      100%!!!

    • @vktengizik9916
      @vktengizik9916 Месяц назад +1

      I think it's better not to listen to this guy. He pretends like he fuckin examined the market but as soon as shit hits bottom he be like *I have already said that this was overvalued* bruh seriously ?

    • @JoseNajarroStocks
      @JoseNajarroStocks  Месяц назад

      @@vktengizik9916 Agree its not like I have various videos that one can watch where I called AMD overvalued... Too bad you cant go back to watch those videos ... lol what a clown

    • @jakerose1203
      @jakerose1203 Месяц назад

      ​@@JoseNajarroStocks😊

  • @derekwillstard3613
    @derekwillstard3613 Месяц назад +3

    AMD is a good company with good growth prospects …they have just one huge problems for investors: the share price is hugely overpriced (P/E = around 300) and therefore a meaningful increase of the stock is unlikely even in the mid term. I’ve trimmed my position in February and now I can say it was a good decision

    • @fred-ts9pb
      @fred-ts9pb 7 дней назад

      PE is all because of the all stock acquisition that is turning out to be another ATI.

  • @phvaessen
    @phvaessen Месяц назад +2

    Data center I GPU up 80% = excellent news for AMD and for Nvidia. The Nasdaq drop pushed the whole market down. if you consider AMD and Nvidia beta then their drop is inline with the nasdaq drop. Just some noice, long term is still bright for both.

  • @capmendonca
    @capmendonca Месяц назад +2

    I will hold my shares until the end of 2025, i expect the company reach 250£ a share 🤞.

    • @user-cc1zf1zm4g
      @user-cc1zf1zm4g Месяц назад

      me too, I'm holding them. Me too, I think the company will achieve more earnings in the near future.

  • @Rnjeazy
    @Rnjeazy Месяц назад +5

    Discount! BUY BUY BUY!

    • @jk35260
      @jk35260 Месяц назад +2

      Cheap can get cheaper

    • @youjean83
      @youjean83 Месяц назад +2

      It's likely to drop back to where it was 6 months ago.

    • @eemarko
      @eemarko Месяц назад

      ​@@youjean83Looks pretty good rn, I wouldn't wait any more

    • @jakerose1203
      @jakerose1203 Месяц назад

      ​@@eemarkoi agree. I jumped on it

  • @ShayanErfanfar
    @ShayanErfanfar Месяц назад

    Can we get more intel and amd videos? Especially intel

  • @robertwilliam9558
    @robertwilliam9558 Месяц назад +3

    AMD is getting NVDA crushed. Hopefully the May 22 earnings can revive it.

    • @fred-ts9pb
      @fred-ts9pb 7 дней назад +1

      That didn't work out. if I were a ceo that made as much as lisa su does I would secretly hang my head over all the dreams her shareholders have lost believing in her.. Jenson from nvidia loves his shareholders and is doing all he can to crush amd which he is doing. amd is a bottom feeder.

  • @bdhaliwal24
    @bdhaliwal24 Месяц назад +2

    AMD cpu's in the datacenter are far an away superior to what Intel has. Most industries like banks , insurance companies etc are still fairly conservative so it will take them time to switch over from Intel over to AMD however there cost and consolidation options that going with AMD offer that they will not be able to deny. At the forefront these firms might not yet need or want to go with custom DPU or domain-specific chips like Amazon or MSFT might want however this is where the meat of the market is.
    Secondly the MI300 might not be as fast as what Nvidia offers yet however AMD has plenty of wafer allocation with TSMC as well as access to their newer nodes so it should mean that they are still a growth contender as the industry balloons.

  • @georgekazanchyan4976
    @georgekazanchyan4976 Месяц назад +1

    I would like to see your face when AMD comes out with a GPU that far exceeds NVIDIA's Blackwell.

  • @Mantis7000
    @Mantis7000 Месяц назад +5

    Solid company catching up to NVIDIA, nothing changed so i will keep position.

    • @dvloopNew
      @dvloopNew Месяц назад +2

      lol, guess what OpenAI using?

    • @robertwilliam9558
      @robertwilliam9558 Месяц назад +5

      Catching up to NVDA? I doubt that.

    • @fred-ts9pb
      @fred-ts9pb 7 дней назад

      @@robertwilliam9558 Falling by the day. amd is just a bottom feeder getting the scraps from nvidia. lisa su in not to be believed anymore. How about the 800 million stock buyback after the acquisition? How about lisa su going to make amd a lot of money? How about the best is yet to come? Sold chips during a chip shortage. Been treading water ever since. Only one making money is her. amd has no money to compete with nvidia.

  • @georgekazanchyan4976
    @georgekazanchyan4976 Месяц назад +2

    I don't think you see the potential of AMD. I think it's also possible that AMD can currently be developing what NVIDIA is currently developing. AMD does not have to catch up to Blackwell, AMD can bypass and exceed Blackwell. Remember, you are just a youtuber who does not know the company inside development plans.

  • @briantep458
    @briantep458 Месяц назад

    it feels pretty cheap around 25x forward. Unfortunately I averaged in around 30x

  • @ryen49
    @ryen49 Месяц назад +1

    no company that has come out with new chips has compared them to blackwell
    they all get compared to h100
    that shows you that nvidia is far ahead
    family reunions must be wild in the lisa su/jensen saga lol

    • @fred-ts9pb
      @fred-ts9pb 7 дней назад

      Jenson laughs at lisa su.

  • @bennykhoo99
    @bennykhoo99 Месяц назад

    AMD 1 year target estimate is 172 dollar based on Yahoo finance

    • @fred-ts9pb
      @fred-ts9pb 7 дней назад +1

      Estimates were lowered after last lack of any meanifull earnings.

  • @Rafael555888
    @Rafael555888 Месяц назад

    Why Nvidia is down today?

  • @galaxiedance3135
    @galaxiedance3135 Месяц назад +1

    I already seen from Mid March that AMD is showing me that it'll go down. My charts might not always be perfect but for me it was really looking like that. I remember thinking, "Finally" I was hoping this would happen sooner or later.

  • @piuspatel
    @piuspatel Месяц назад

    AI Bubble is bubble. Real AI investment will be done later after 8 years when all CEO will earn money like this.

  • @slytherben
    @slytherben Месяц назад +1

    The data center narrative is over. It cracked when ASML reported 75 fabs sold vs 125. Today, we all know data center and ai = semis. Completely cyclical. Q4 will rock. But Q1 is almost always horrible for semi.

  • @vinvin8971
    @vinvin8971 Месяц назад +1

    It very funny.bcos there's always alot of announcement from amd...but theirs stock is not strong and drop sharply when vs her competitor...

    • @derekwillstard3613
      @derekwillstard3613 Месяц назад

      They have just one problem: the stock is hugely overpriced

  • @piuspatel
    @piuspatel Месяц назад

    AMD is big bubble. CEO Has sold stock, now it will become another Intel, not Nvidia

  • @fred-ts9pb
    @fred-ts9pb 7 дней назад

    amd needs a new CEO, not a talker and underperformer like lisa su. Her key note speech yesterday tanked the stock yet again. It's always next product or next year for amd investors. No shareholder value since 11/21. Their big share dilution acquisition has yet to bear fruit. lisa su is listening to the wrong people. They probably all hold Nvidia, a company that delivers. either that or securently lisa su works for Nvidia. I wouldn't doubt that all the stock options they throw at her have found their way to Nvidia stock.

  • @qahtanalqaysi5116
    @qahtanalqaysi5116 Месяц назад +1

    😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

  • @robwong2890
    @robwong2890 Месяц назад +3

    Analysts are downgrading AMD to $150/share because of your stupid videos. A few weeks back you said AMD should be around $150/share. Basically you gave everyone out there a reason to sell. Thanks a lot!! Stop doing your Videos Jose.

  • @antball775
    @antball775 Месяц назад +1

    Talked a good game couldn’t back it up rode Nvidia coat tails it’s a 90 to 100 dollar stock imo be careful with jumping in here

  • @anlucard
    @anlucard Месяц назад

    Noob, it will never get to 20

  • @CategoryGaming-ko2qi
    @CategoryGaming-ko2qi Месяц назад

    Won’t invest back into AMD until it drops back down to 20 a share

    • @Crawdaddy3002
      @Crawdaddy3002 Месяц назад +1

      you'll have to wait a looong time...$200+ by end of year

    • @CategoryGaming-ko2qi
      @CategoryGaming-ko2qi Месяц назад

      @@Crawdaddy3002 yeah but it’s going to drop way down before that bro

    • @georgekazanchyan4976
      @georgekazanchyan4976 Месяц назад

      @@CategoryGaming-ko2qi Stop hating and start buying! You have a D*** or P*** ?

    • @bgdgdgdf4488
      @bgdgdgdf4488 Месяц назад

      tell me you have no clue about investing without telling me. AMD has PEG ratio of 0.66 while nvidia is at 1.07. Way more overvalued.