Even More BAD News for AMD Stock… Time to Buy or Bail?
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- Опубликовано: 9 фев 2025
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In this video we will analyse Advanced Micro Devices (AMD) stock using our 4 valuations methods to get to our intrinsic value. We will then apply a margin of safety to get to our acceptable buy price.
We will also take a look at the dividend safety and other key financial metrics. Let me know your thoughts in the comments.
I am not a financial advisor or licensed professional. Nothing I say or produce on RUclips or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk.
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Remeber on this downgrades: these are from exact the same people, who were so smart to overhype AMD with 200+ price targets. Hopefully now you see, how dumb and completely useless their work is
All price targets from analysts are useless.
All the price targets feel a lot like the weather man telling you what the weather was like yesterday
@@CommandoMaster ARM AVGO etc I've seen a lot of market analysts wrong
@@wulfem AMD going to $50 then gonna skyrocket.
@@CommandoMastereven skyrocket should last for month to come ath. i dont understand why amd stock is so low. 1 y ago wanted to invest into amd but i took nvda instead.
I'm retired at 47, This video here reminds me of my transformation from a nobody to having over $65,000 biweekly profit, a honest partner and a good daughter full of love ❤
I can still remember the exact feeling on my biggest payday in the market. Imagine taking home $407k just from 12k initial deposit. For the newbies I'll encourage anyone to embrace copytrade as the best approach especially when you're a newbie
Huge! been trying to trade on my own for a while now but it isn't going well. Few weeks ago I lost about $10,000 in a particular trade. Can you at least advise me on what to do?
🙏*12k to 407k is significant increase. My first copytrade wasn't profitable. Please share who you copytrade *
I'm highly inspired. Please spill some sugar about the bi-weekly stuff you mentioned
@@OrlickWopsleI only copytrade one manager
Gonna keep buying as long as it keep crashing.
It's a steal.
Why not use that money for nvidia and pltr? If pe ratio is the reason, why not intel or big bear ai? Genuinely just curious why everyone is investing in amd bead over heels these past 2 years
@@ChasingHaze1993 I am pretty sure Nvidia has a way lower P/E than AMD. Buying AMD is crazy.
@
IMO:
Intel is a turnaround play, it might happen, but it also might not happen, and I try not to gamble.
Pltr is a different conversation, since unlike the other companies it's not a chip maker.
Nvidia I feel like needs everything to go perfect for them in the IA space to keep growing, and anything at any moment could not go that way.
Meanwhile AMD looks way undervalued, it's not that AMD it's a better company, it's just that at the current price AMD is a better buy than Nvidia even thought Nvidia is a better company, you just need to look at the latest earnings to see that everything is going great.
You have to be high to purchase this stock right now.
Nvidia forward pe is much higher, Intels never more. just google it 😅
Intel DC revenue grew 1% and AMD DC revenue grew 94% in 2024.
😂
I own it and its a long term hold
Great CEO and strong growth potential wont be surprised if in a year or 2 its at 200-300
Agreed, now we just got endure the pain till then
enjoy losing your money bud
@@notmetallikat when others cry we buy brother. The numbers don’t lie. This stock is constantly crapped on and I hope it goes down to a dollar. Cause ill be loading up
Toon toon!
Keep the faith in Howe and we will win the league. Howay the lads
Why do you only show the market shares where AMD lost? And all the markets not, where AMD raised massively? Desktop CPU: AMD massive raised their share. Data center CPU: AMD massive raised their share.
He is just pointing out why the sell off. Datacenter is the biggest money maker. Desktop is small. I believe laptop beats desktops in market share.
Another Millionaire Developer
No panic here. No emotion
buy the dip
😂
Bad news ? All I see is outperformance just not in AI which the market is looking for.
I started buying AMD at $125, bought more recently at $110 and will buy more if it dips to $100, plan on holding 2+ years. Bought more ELF as well at $66 and $69, another long hold.
Similar situation. When AMD releases mi-400 in 2026 it is going to meet or beat Nvidia. Every tech company in the world will be buying from them. AMD already has deals with META and MSFT. Meta Llama 3 is ran on AMD mi300. 178B market cap with room to 10x over the next 8 years. I’m buying
This price for AMD is a complete steal. The logic for holding it is pretty straightforward: if I were to pick a CPU today what would it be? A GPU? A motherboard socket that lasts 5y (AM4)? All those are good checks for AMD, and server side of thing they are also doing good and more adoption is coming next. When analysts downgrade a company in a coordinated moviment like this, either you know the big whales are making a buying move at small price or the company is bankrupt (which is not the latter at all).
RIP
AMD sure elf is woke and may go broke
This is a buy all day long!! Long term ...
I like me some amd 👍🏻
Look at it like this, when guys in suit tell me not to buy, I buy. When they tell me to buy, I don’t buy. Works for me.
If palantir is 110 atm amd is 300 lmao this stockmarket is a joke
AMD TO 300!!
Incredible analysis, thank you for putting this together!
You are very welcome Nathan! 😊
@@DividendTalks Can I add ur channel is so underrated . Wish u had more subs
@@ms-dn5umthank you for your kind words my friend 😊
Can you do HIMS?
Great time to buy, I just bought 10 shares yesterday.
AMD is an healty company with a great grown potential and eccellent price/value products. Despite the grown of AMD in these years many people continue to look just one spot and compairs AMD with Nvidia in datacenter market where despite AMD has grow its revenues they are not comparable with Nvidia which has a way bigger marketshare, as well as not comparable is their capitalization.
The stock is definetly undevalue and the price now is too atractive to not to buy, but you have to be brave, stock market is crazy and in this case the momentum for AMD is not good.
But at sub 100?
@brandoncarter438 I saw that many people are waiting for that, I mean It could be that falls under 100, but already now at 104 Is a good IMO
Do you think Nvidia is overvalued compared to AMD, and that AMD deserve a much higher stock price than Nvidia?
@ I think that Nvidia is almost at its fair value but analytics states which is overvalued by 24% while AMD is way undervalue by 40%.
The point is that, all these anlysis are a good instrument for have a general idea, but the market may times is more momentum than logic.
@ agreed
Didn't AMD do something with DELL for laptops recently?
This is one I want to buy, for certain!
Good luck!
I'm buying AMD
At what price tho? Could go lower? Could go to -100
I will but I’m waiting to see what happens but it also could be a while before we see any major growth
Hey, do you beleive dilution will stop eventually? This can highly affect your DCF model calcualtions...
2021 - 1.229M shares
2024 - 1637M shares
Thats 25% dilution in 4 years.
i don't understand why I'm market share they put cpu and gpu... also there's other parts like networking etc etc where amd has shares
Nothing but FUD.. it’s going back to 180$ by EOY
Buying, very Bullish
best for long-term investors, not suitable for short-term.
Amzn please?
I remember when financial media was saying this was their golden ticket.
Data center will take off from MI350 onwards
Practical, honest and useful data. Thank you!
I like computed forecasts especially when they are compared with other forecasts and scenarios.
You are very welcome my friend 😊
say the GOOD news - the real latest news
What news is that? I must be left out of the loop
I remember when AMD was 3 bucks a share. I was like AMD can never compete with INTC!
Hi, what site are you showing on video?
Tech has been taking a rear kicking lately... even Nvidia and others. It's perhapes the hottest industry on the planet even though its doing so poorly.
AMD has a strong and clever CEO. Look, NVDA is dominating the market is the US. AMD continuous expanding of business outside the US is the way to go while slowly catching up with competitors within US. A rebound is therefore within reach in the upcoming Earnings ahead.
I will always have a place in my heart for AMD!!
I hope it goes down and down so i can buy and buy
BUY THE DIP
Buy the dip !!!
Going under $100 for sure😂😂🤷♂️
Anyone notice all the so called analysts have the price way above where we are now? They never get it right on purpose
What do you think is going on?
I don't understand why this company’s stock keeps plummeting.
Because it all depends on datacenter revenue and margins. Which means AI accelerators currently. They aren't competetive here in the eyes of the market. They are a year away from releaseing their Blackwell competitor for example. Also NVidia has their propriatary Cuda API which is their moat in this market.
If they can be good to great at AI inference at lower prices then maybe, but it's hard to tell.
@@Jonteponte71 Spot on per my research. The Blackwell chip is a gamechanger for AMD.
pe100 buy more sell later $50 pe50
Huh
By the end of the year, the P/E ratio of AMD should be at 24. Didn't you watch the video?
AMD = Another Move Down
Advanced Money Destroyer
I love AMD for longterm Advanced Money developer but it killed my Leap call with shorterm Advanced Money Destroyer 😂
These stock video authors are all paid to day what they say. Spread fear, drop prices to manipulate the market knowing AMD is very profitable when everyone sells thier shares. So, like someone else in this that earlier, buy when all these you tube analysts say don't buy. Fishy fishy.
Love ❤️
Old news!The reports came before the stock went down.
Bail! At least in the short term. Need to give it time for some stuff to shake out.
Timing the market is tough
Keep AMD dropping, because once it hits $50. I'll go all in.
This wont age well and you wont have any shares haha
@ i don’t need to buy it, but it can be good when it drops more
@@CommandoMasterpe ratio of 10 if it hits 50. Hard to see that scenario
I told yall before, it’s gonna get even worse for AMD
80s?
Bail
huge huge opportunity this year
I like to invest in strong fundamental company and undervalued.
I'll consider buying AMD at around $85 and hold for a year or 2. Anything above $85 and I'm just not interested.
Solid analysis explaining why
I’ll start buying again in the double digits. Way I see it is if you’re up substantially in your other positions and take profits, you can always use AMD for some tax loss harvesting at the end of the year.
Really liked the breakdown in this video. Explaining why the stock has had so much trouble and digging into the different portions of the business.
Glad you enjoyed it Chris! 😊
Guys stop buying this falling knife and learn how to read a chart and do homework. Institutions/hedge funds have been selling this stock to retail investors all year. Momentum is still down. There may be some support at previous lows in the low 90s. You are just sitting on dead money. And after a year long decline this, when it does start to go up again, there will be significant sellers bailing once they get back to even. If you want to buy a chip company NVDA and AVGO will outperform. Good luck all.
@@Jims-VanLife I’m hearing nvda will not do good on earnings later this month
@@brandoncarter438 So far the cap ex being reported by the tech companies on their earnings call indicate there is still a lot of demand for NVDA chips. NVDA has more orders than they can fill so I'm not sure if their earnings will be effected due to the numbers of chips they have to see. SMCI recently reported that they are selling large numbers of Blackwell chips in their data stacks. It is expected that SMCI will report significant revenue growth. They report before NVDA so if the data is good I suspect NVDA will get. bump. Chips are cyclical and it seems that customers over order, get over stocked or scale back their plans, and then cancel some orders - when that happens the chip sector stocks always pull back. But we are not at that point yet.
Hahaha chart reading. If TA were real, you'd be a multi millionaire
@@JohnBarto-t9d …..
@@JohnBarto-t9d And I am.
Most investors who purchased in last 3-4 years have lost part of, or tied up their money. Looks like it will hit 85-80 in the next few months...and possibly much lower if any "global surprises" pop up.
Pulling random numbers out jaja
AMD...look out below !
How low can you go
first
Thanks for your support my friend! 😊
It reminds me of Intel
AMD downward trend is going to accelerate soon. It's going to reach double digits soon, then heads straight down to 80.
Making short, time to sell and never return to amd, thank you
I will buy only if the monthly chart indicates a reversal. 🙂
My 2 biggest high reward speculative positions this year are in SNSE and KMDA. Sensei bio has the most promising tumor treatment in development targeting cancer mitosis at the vista checkpoint completely stopping the mitosis causing a tumor and Kamada is going to be the new world leader in plasma treatments. I’m not a cpa and this isn’t financial advice but these both look fantastic.
Going back to 10 where it belongs.
advanced money destroyer lol