AMD: The Collapse... | AMD Stock | Invested

AMD stock | AMD stock has experienced continued declines in valuation over the past several months...

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AMD: The Collapse... | AMD Stock | Invested

[LightSourceTemple]

Such great deals right now on AMD, Nvidia and tech companies. Seriously regret not picking up more

[JoeCnNd]

AMD is going to go up. It's a good buy right now but 80 might be the sweet spot. With inflation it's hard telling how low it will go but it will go back up soon.

[cvarghese]

CROX? Best stocks to do covered calls on?

[shubhendusenroy]

Tech is the present and future. Not tech without semiconductor chips. AMD, NVDA are solid plays. Just dollar cost average over this year (until inflation comes back to normal levels) & sit tight for the next few years.

[nishantpillai]

Great video. Can you make another video on AMD analysis after its Q1 earnings call next month.

[wl]

I agree 100% with everything you said.

[Salty_Biscuitz]

I bought a few shares at $92.88 in the after market for a start

[rayj]

First time to see, really great video. However, still scared about the head and shoulders of AMD, am I too weak, haha?

[behrensf]

I bought some more at $95 and thought it was cheap… if it hits $80, I’ll do a synthetic stock…

[TyroneStitches]

this actually feels like a walk in the park if you're not chasing high levels and always do your research.

[robderka]

Can get paid like 18% annualized for 3 month $80 strike puts right now. That a way better risk/reward at the moment than purchasing the stock (if you have $8k laying around to cover it).

[Tofusoldat]

I bought way too early! I bought it around $ 138.00 and now its down on $ 87.12. I planned to sell after the release of the next generation of Ryzen (7000’s) and Radeons (also the 7000’s). But you’ll never know. Now with that dirty war in Eastern Europe…

[Activehybrid]

It’s not a rocket science
Intel cannot catch up with amd until the end of 2023, desktop sales would go down little bit but console and data center sales would go up this year

I bought amd since it was low $30s, what the hell are you talking about ?
Low and mid 90s are the best to start investing because AMD will finish between $150 and $200 ( all time high is 165 )

Mark my words if you want to get rich

[robderka]

AMD and NVDA being pulled down due to ridiculous comps. Can't show much growth when you had a once in a decade year the year prior.

[fx]

People should not forget that AMD has very low debt.

[juliensorelle]

The company has zero ling term debt!!!!

[crzyces]

AMD is going to keep falling for quite some time, as revenue and gross profit are going to hit lows not seen since Bulldozer/PileDriver and the 300 series of cards before Ryzen and Polaris hit shelves. They are in a *LOT* of trouble, here why *(LONG):*

AMD has a huge problem with John Taylor their Head Marketing Exec, and I mean *HUGE.* Their highest profit margins, by far, are in discreet professional graphics cards. He can't do much about their market share there, but their second largest is consumer discreet GPU's, and that's where he is making huge errors in judgement. Starting with raising prices far too high to be competitive which has seen them drop from 30% market share during the tail end of Polaris/Vega in 2018-2020 to a whopping...7.9% as of now. Now the 5%-20% net margin on consumer GPU's was too low, but jumping that to 50% across the board was idiotic in a world where miners aren't buying all your cards (and they weren't buying the 2 low-end cards that were literally at a 75-100% margin but are garbage for their price points. In 2018 you got 38 CU's/SP's for $230, now you get 18 on a cut down 64 bit BUS, compared to a full 256 bit, on a PCIe 4.0 connector which most people buying budget cards don't have so you are getting worse performance at $230-$250 than you were for $179.99-$230 in 2016!?! That's not good.). Once you lose a consumer to another company, Nvidia in this case, and soon to be Intel as well, it is very difficult to earn their business back.

They say for every million you lose to a direct competitor it costs 2 million in marketing to get those consumers back, and they lost customers across the board, at every price point. It was an absolute blood bath once mining slowed and will only get worse if/when Ethereum goes proof of stake. I shorted AMD .25mm x4 lev at $103.67 on April 6th, needless to say I did very, very well, and right now there is no upside.

They are trying to increase or maintain ridiculous margins and skirt anti-profiteering laws that they've already broken by not passing on the removal of the 25% tariff from their cards on the 17th effectiv on the 1rst I believe, and not only that, now they're rebranding the same f'ing cards the 6x50 series to try to avoid the negative publicity and the ensuing fines. The difference in the cards? They're overclocked. They _say_ they are using faster memory and the cards clock higher, but that's simply because of silicon maturity and the fact that micron, sk hynix and Samsung aren't making the slower memory anymore bc their silicon matured as well so they all clock faster. Someone who paid $600 for their $479.99 6700XT will be able to flash a 6750XT BIOS onto their card without any issues, and all the 6700, 6800XT's and 6900XT's they have will simply get a BIOS flash and be sold as the 6x50 models. No new node, no increase in core counts (in fact, they are eliminating their 6800 non XT from production bc they don't want consumers buying that card at $579.99 and instead expect those customers to pony up more money for the 6850XT because John doesn't realize 50% of their income has *ALWAYS* come from GPU sales, and he has single-handidly given away half of their non-mining customers).

I used to love AMD, both as a company and an investment. I held over 9k shares at one point, dumping my last 2111 for $150 and change when they began their fall as I knew mining was slowing to a trickle, the used market was/is going to flood with literally *MILLIONS* of current gen Nvidia and AMD Radeon Cards while Intel is set to release cards to directly compete with them for literally half the price stating that they will gladly take a loss to get into the market. They are in the worst spot they have been in since Bulldozer, and that is saying a lot.

They have the fastest DDR4 chip by a hair (in gaming), but it is almost tied by a $250 Intel chip with ddr4, and is beaten handily when using ddr5 with Intels chips. And AMD has an MSRP of $450, compared to Intel's $250'ish to $450 for a much better CPU that is faster at *EVERYTHING.* It's not as efficient when gaming, but gamers don't really care that much about power draw until you start getting into things an 850 Watt Power Supply CPU/GPU combo can't handle. Their margin on console chips is miniscule as well, and looks like it will agian be using the same node as their upcoming products when the consoles refresh, but that also isn't John's fault.

Oh, their Graphics cards are also far worse in professional applications, Raytracing and machine learning. Their low-end cards don't have an encoder (about $2 to not fuse off) so people with them can't stream! Not a big deal to me, but it is a big deal in the world of every kid seemingly wanting to be an _influencer_ or Twtich/Tik Tok/YT star. And...they just released _some_ chips with integrated graphics which you can use to encode video but they are far worse than Intel's offerings which means people have to buy a capture card for $100+ USD...they just screw themselves at every opportunity.

Too expensive, inferior products this time around, and on their 2nd highest margin and highest grossing division they are not just inferior, but they are pissing away their customers *AND* pissing them off. Even their upcoming lineup is full of question marks that are making gamers scratch their head. _"Twice as fast as a 6900XT with better Raytracing and upscaling for $500 USD!"_ Wtf? Entry level that used to be $120 is now $500? And it only has 8GB of RAM so I can only game at 1080p without worrying about hitting a RAM buffer wall and having my game run like ass? And I need a new CPU and motherboard or the 128 Bit BUS you're using will screw me more bc it's a PCIe 5.0 card meaning I'll only get half the throughput on a PCIe 4.0 board which your AM4 platform is limited to? So a budget $500 entry level card, another $300-$500 for a CPU, then $100-$200 for an inexpensive ddr5 PCIe 5.0 motherboard, with and additional $250 for 32GB of _bleh_ tier DDR5 memory? How in the hell is it entry level if I need an entire new system to use the card???

Oh, and they're also increasing pricing at each tier though the specs have done nothing but go down in the $700 and under cards. Yeah, they are in serious, serious trouble.