Bernstein's Stacy Rasgon previews AMD ahead of its earnings

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  • Опубликовано: 29 апр 2024
  • Stacy Rasgon, Bernstein semiconductor analyst, joins 'Closing Bell' to discuss AMD ahead of the company's earnings report.

Комментарии • 21

  • @xst9880
    @xst9880 14 дней назад +3

    Ray Romano's doing CNBC interviews now 🤣

  • @tringuyen7519
    @tringuyen7519 14 дней назад +5

    AMD will accelerate growth in the 2nd half of 2024. Zen5 & RDNA4 is launching in June. & Sony is launching PS5 Pro in October!

    • @MARKXHWANG
      @MARKXHWANG 14 дней назад

      did you understand why gaming is down 50%? in case you don't understand, a bad product is a bad product no matter hoe toi sugar coat it

  • @alexscacashipa
    @alexscacashipa 14 дней назад

    This will fly in due course, just a shake up - the whole market's having problems! Top up now, or hold on tight - this is one for the long investor - I invested BIG in Rolls Royce when they were down at 65p, held on tight, topped up along the way, now look at the price - it went up down, up down, down, down, up etc. Lisa is an excellent CEO, and when you invest in AMD, you're investing in her and a company that's growing and evolving with great prospects.................

  • @alphawright1965
    @alphawright1965 14 дней назад

    This analyst did not give an accurate account of AMD, the data center revenue was up and just getting started. AI spending. AMD expects revenue to be a conservative 4 Billion USD from sale of chips in 2024.

    • @mingdianli7802
      @mingdianli7802 13 дней назад

      He didn't say that their data center revenue was down

    • @alphawright1965
      @alphawright1965 13 дней назад

      @@mingdianli7802 He also did not give a positive outlook or say it was up. Just another Wall street type down playing AMD to create a sell off and they have been getting their way for the last month after they started crying about a high evaluation of AMD.

  • @mikeshawn5864
    @mikeshawn5864 14 дней назад

    nvDA will go down big time too.😊😅😮

  • @darrenhere5856
    @darrenhere5856 14 дней назад +2

    yeah and he has a price target of 145 on TXN....

    • @tringuyen7519
      @tringuyen7519 14 дней назад +1

      TXN is awful. It allowed MPWR to dominate AI power chips. Just look at the 2 stock of the last 5 years.

  • @2023gainer
    @2023gainer 14 дней назад +1

    Tech growing stronger in 2024. FSRN 41 % rise week/ 124 % month. Fisker...EVTL.. Vertical Aerospace...BYD ..Frey ..Blade Evtol Jets.. ChargePoint...Li Auto and more.

  • @davidtothemax1
    @davidtothemax1 14 дней назад +5

    man this guy hates amd loooooool

    • @derekwillstard3613
      @derekwillstard3613 14 дней назад +1

      And SCOTT loves him, since he’s the most bearish guy planet earth

    • @tringuyen7519
      @tringuyen7519 14 дней назад +3

      You’re welcome to listen to him. But when AMD makes more MI300X with 192G of VRAM for PCIe 5 & Sony launches the PS5 Pro later this year, you’ll regret it!

    • @briantep458
      @briantep458 14 дней назад

      well he has been right so far. their mi300x sales have not been impressive so far

  • @DICIEMBRE1977
    @DICIEMBRE1977 13 дней назад

    WTF! AMD @$160 wow! I remeber when the stock was $2.00 back in the Housing market crash of 2008 or so and not to long ago it reached $100 and now I check out the buzz over AMD going bankrupt? the stock is overpriced and this is an early market correction if not in aug or sep. WOW!

  • @mikeshawn5864
    @mikeshawn5864 14 дней назад

    $25😂😢😢😮😮

  • @MARKXHWANG
    @MARKXHWANG 14 дней назад

    MI 300 sales are fake AI sales. those are for hpc, not AI work loads. even gaming crashed 50%

  • @ChupraCumbra
    @ChupraCumbra 14 дней назад

    Cathy Woods 🪵🪓 said load up on amd before Earnings.....she heard something....