25:30 Thank you for posting the highlight of the call content, it saves me some researching time. I'm also learning not to just rely on what they say, but what they have done and will do, see if they've delivered the outcome they predicted. Of course, your analysis always has the depth and great insight, thank you for sharing!
I am a long investor on AMD. I am so surprised that your knowledge about the current ecosystem of CPU, GPU, AI data center, etc. Thanks for your great video.
im buying AMD since it hits $140 Idk where bottom is but only dca to buy as many as possible. if ppl notices the big infotechs are going to spend more money on AI competition for next 5 years, which means AMD will making a lot money. also AMD's GPU is about 0.5 generation away to NVDA, I believe it will definitely catch up and get more market cap in next few years.
This is the AI sector Dip-buying week due to Nvidia earnings attention along with EV sector Dips from EV credit ending Rumors. AMD... Rivian...Nvidia... Vocodia..Vhai . Nikola.. Nkla. SoundHound and many more. Thumbs Up video/ comments. Thanks
Obviously Nvidia is the better company. But if we’re being honest, who *realistically* has the most opportunity for growth *long-term* when talking about return for shareholders? The company with a market cap over $3 trillion? Or the one with a market cap of $200 billion? We’re not dealing with Monopoly money here. Betting on AMD seems like it carries higher risk but much higher reward for a long-term growth investor. Am I wrong?
Ive just bought a few shares now that is low, down 1% since then. Think i will buy a few more over the new month. I feel it will go from $136 now to close to $200 in the next 12 months
Nice I think it’s undervalued now. The market is overly pessimistic toward AMD and many semiconductor companies. Next year I expect AMD’s data center business will grow much more because of selling more AI GPUs (eg MI300x, MI325) and capturing 5% to 10% of the AI server market.
hello sir i am a new young investor, i decided to buy a little bit of the amd stocks recently after seeing so much promising information. hoping i can make some decent profit so that i can make far larger stock purchases, do you have any advice for me with the current hold with amd or just any advice in general for my first couple steps into this all.
Fantastic video, I appreciate your analysis of their market and in-depth comparison to competitors. The hard part for me is answering the question of, “how much are they returning to investors?” After all, most investors invest to get more money. AMD’s free cash flow -stock based compensation is horrid. The question I’m pondering is will the growth of the AI datacenter business be enough to boost their FCF-SBC enough they can reinvest in the company at the rate they need to stay competitive, and will there be excess to return to shareholders through dividends and buy backs? Because it’s not clear I might start a very small position. Because it does sound enticing if they are going to go through a boom cycle… but that’s IF they do
Great overview! Between Amd and Asml, which one offers the better opportunity? I already have both but deciding which one to focus on more due to my budget
I own both ASML and AMD too. I think both are undervalued now based on my latest intrinsic valuations. If you are willing to hold for the long term, I think AMD is better for growth. But if you want a more dividend growth company, then ASML in my opinion is better. ASML has a monopoly in the EUV lithography market, and also dominates in the high-end EUV lithography. AMD has a narrow moat, but its longterm growth rate should be higher since it’s aiming to capture a bigger % of the AI server market, and not Nvidia have 100% of the AI server market.
Hi Victor, thank you for the detailed analysis. What do U think about the most recent downgrade from analyst about AMD's price target from 180 to 155? And news about how AMD is slipping because Amazon exec says not yet seeing heavy demand of AI chips?
Ill likely end up buying AMD stock over NVDA stock since AMD hasn't had it's breakthrough moment... yet. I can easily see AMD double within the next 2 years, NVDA, not so much. A double from here and AMD has a $450 billion market cap. All the while, NVDA would have to hit a $7 trillion market cap for it to double.
Their 12-month TTM revenue if frozen at this point shows only 2.9% for Y-o-Y earnings. Their quarterly earning for Q4 (basing on TTM revenue now) is only $6,168,000, still short by $700million from Q3's $6,819,000. Can make it?
Yeah same here. I’m pretty sure Trump will impose more export restrictions and tariffs on China. The good thing is that the US economy is very strong and inflation is coming down now.
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
Nope, I like much longer deep-dive stock analysis videos. Most RUclipsrs don’t make very in-depth stock analysis videos, so their videos are much shorter too.
Nah keep up the good detailed analysis this is complicated stuff and a good detailed analysis is the only way to go I wouldn’t trust a just go buy AMD video or a Nvidia is better video good work thanks I just subscribed and liked!
25:30 Thank you for posting the highlight of the call content, it saves me some researching time. I'm also learning not to just rely on what they say, but what they have done and will do, see if they've delivered the outcome they predicted. Of course, your analysis always has the depth and great insight, thank you for sharing!
I am a long investor on AMD. I am so surprised that your knowledge about the current ecosystem of CPU, GPU, AI data center, etc. Thanks for your great video.
No problem, I love analyzing semiconductor stocks + other leading-edge tech companies.
AMD will probably be 200-250$ In a year or two depending on how their push into AI and datacenters goes.
AMD will go beyond 300 in 2 years.
Since it has been staled this year it means next 2 years its going to grow drastically.
just bought 3 contracts.
@@raysplay2827leaps? What’s exp and strike
Great value right now!!!
Always good to see your analysis, good work! 💚
You’re Awesome Man We Appreciate ur HELP!!!!
Thanks for watching!
@@TheIntelligentInvestor just paid for your patreon
Thanks my friend, I appreciate your support!
Great work ❤❤
In Victor we trust.
Спасибо за подробный анализ акции
Great overview on AMD INTC and NVDA!
would appreciate your insights on ENPH
Just what I was waiting for 🎉🎉🎉
Great in depth video on AMD.
Thanks Victor!
Very impressive
im buying AMD since it hits $140 Idk where bottom is but only dca to buy as many as possible. if ppl notices the big infotechs are going to spend more money on AI competition for next 5 years, which means AMD will making a lot money. also AMD's GPU is about 0.5 generation away to NVDA, I believe it will definitely catch up and get more market cap in next few years.
This is the AI sector Dip-buying week due to Nvidia earnings attention along with EV sector Dips from EV credit ending Rumors. AMD... Rivian...Nvidia... Vocodia..Vhai . Nikola.. Nkla. SoundHound and many more. Thumbs Up video/ comments. Thanks
Obviously Nvidia is the better company. But if we’re being honest, who *realistically* has the most opportunity for growth *long-term* when talking about return for shareholders? The company with a market cap over $3 trillion? Or the one with a market cap of $200 billion?
We’re not dealing with Monopoly money here. Betting on AMD seems like it carries higher risk but much higher reward for a long-term growth investor.
Am I wrong?
It’s gotta hit 1 trillion sooner or later?
That’s exactly how view it
Btw, love that you use Stock Analysis too! Really nice tool that is not often discussed on here. What website are you using for market share?
Ive just bought a few shares now that is low, down 1% since then. Think i will buy a few more over the new month. I feel it will go from $136 now to close to $200 in the next 12 months
Nice I think it’s undervalued now. The market is overly pessimistic toward AMD and many semiconductor companies. Next year I expect AMD’s data center business will grow much more because of selling more AI GPUs (eg MI300x, MI325) and capturing 5% to 10% of the AI server market.
Hello Hector, it would be great to hear about your strategy when it comes to take profit... if you fancy it.. best. L.
hello sir i am a new young investor, i decided to buy a little bit of the amd stocks recently after seeing so much promising information. hoping i can make some decent profit so that i can make far larger stock purchases, do you have any advice for me with the current hold with amd or just any advice in general for my first couple steps into this all.
Fantastic video, I appreciate your analysis of their market and in-depth comparison to competitors.
The hard part for me is answering the question of, “how much are they returning to investors?” After all, most investors invest to get more money. AMD’s free cash flow -stock based compensation is horrid.
The question I’m pondering is will the growth of the AI datacenter business be enough to boost their FCF-SBC enough they can reinvest in the company at the rate they need to stay competitive, and will there be excess to return to shareholders through dividends and buy backs?
Because it’s not clear I might start a very small position. Because it does sound enticing if they are going to go through a boom cycle… but that’s IF they do
You mention focusing on just the top ten companies. What are the top ten companies to you?
Can you do INTEL ?
Great! Could you update your idea/view on ASML?
I made a video about ASML a few weeks ago. I think it’s stupidly undervalued now, so I have been buying the dip recently.
Great overview! Between Amd and Asml, which one offers the better opportunity? I already have both but deciding which one to focus on more due to my budget
I own both ASML and AMD too. I think both are undervalued now based on my latest intrinsic valuations. If you are willing to hold for the long term, I think AMD is better for growth. But if you want a more dividend growth company, then ASML in my opinion is better. ASML has a monopoly in the EUV lithography market, and also dominates in the high-end EUV lithography. AMD has a narrow moat, but its longterm growth rate should be higher since it’s aiming to capture a bigger % of the AI server market, and not Nvidia have 100% of the AI server market.
Thanks for your content :) Do you believe that lam research and AMAT are undervalued now? Even with heavy china sanctions.
Yes, I think they’re oversold and undervalued. I actually started a new position in Lam Research recently.
@@TheIntelligentInvestorA video about LRCX and AMAT would be very helpful and interesting. 😊
Could you please do an analysis on intel? Thank you!
They’re gunna get acquired more then likely
your account swings more than my whole portfolio is worth 😀
😂 I have been doing this a long time. It snowballs over time. I started investing with $5k:)
@ very inspirational. thank you for the awesome content
Hi Victor, thank you for the detailed analysis.
What do U think about the most recent downgrade from analyst about AMD's price target from 180 to 155? And news about how AMD is slipping because Amazon exec says not yet seeing heavy demand of AI chips?
What’s your thoughts now?
I just HODL:)
Ill likely end up buying AMD stock over NVDA stock since AMD hasn't had it's breakthrough moment... yet. I can easily see AMD double within the next 2 years, NVDA, not so much. A double from here and AMD has a $450 billion market cap. All the while, NVDA would have to hit a $7 trillion market cap for it to double.
Their 12-month TTM revenue if frozen at this point shows only 2.9% for Y-o-Y earnings. Their quarterly earning for Q4 (basing on TTM revenue now) is only $6,168,000, still short by $700million from Q3's $6,819,000. Can make it?
And yet the stock trades at half the price it did last year, undervalued?
Buy when 20 ema above 50 ema and candle above 20 ema???
Why wouldn’t you what’s the technical signaling?
I just hope the trade war between US and China wont cause big impact on the stock market
Yeah same here. I’m pretty sure Trump will impose more export restrictions and tariffs on China. The good thing is that the US economy is very strong and inflation is coming down now.
Would tariffs impact AMD much? Are microchips and other AI technology chinese? Great vid as always, ive got a few shares@@TheIntelligentInvestor
I bought 13,000 at 135
Sure 👍
135.53
I bought at 145, i which I waited
@@fitbh703 and it's 1% of his portfolio 🤣
$120 is better
the stock keeps tanking since this video, lol
It’s called buy the dip:) when it’s likely undervalued. The entire semiconductor market has dipped quite a lot recently, not just AMD.
Buy at 80. When the market tanks, AMD will get slaughtered from all the speculative retail buyers.
As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.
Buy this stock sell when it’s back at 227 money made
keep tanking every day lol
Yup life happens, Trump trade ain’t helping AMD yet:)
AMD needs a Broadcom moment! Hopefully in 2025.
@@TheIntelligentInvestor NOT gonna happen, waiting for $105 now
Hopefully, AMD can sell more MI325X and MI350X next year…we will see. Nvidia + Broadcom + AMD
Every time I buy AMD, I loss money, forget it.
I actually prefer Nvidia much more.
You must mean every time you sell AMD you loss
Just buy and hold
@@markwhite8332ikr
video way to long to watch make it way more focused
Nope, I like much longer deep-dive stock analysis videos. Most RUclipsrs don’t make very in-depth stock analysis videos, so their videos are much shorter too.
@@TheIntelligentInvestor ok well you lost me as a viewer
That’s alrite:) There are other RUclipsrs who make very short videos.
Based Victor @@TheIntelligentInvestor
Nah keep up the good detailed analysis this is complicated stuff and a good detailed analysis is the only way to go I wouldn’t trust a just go buy AMD video or a Nvidia is better video good work thanks I just subscribed and liked!