AMD’s AI Is Not the Same As Nvidia, and That’s OK For Chip Stock Investors – AMD Stock Analysis

AMD stock is not the same as Nvidia, but that is ok for chip stock investors. Join us for an in-depth analysis of AMD's Q2 2024 earnings, its role in the AI and data center markets, and how AMD stock can continue to rise.

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Chapters:
00:00 AMD's Earnings and AI Spending
00:56 Microsoft's Capital Expenditures
04:56 AMD's Data Center Growth
07:11 Profit Margins Comparison: AMD vs. Nvidia
10:01 Embedded Segment and Xilinx Acquisition
16:24 Future Outlook for AMD
19:34 Conclusion and Promotions

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Nick and Kasey own shares of AMD.

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[hafeld]

You guys are clearly the best analyst on semis on YouTube.

[adam_gaik]

the advertisement was a little bit long, but the content still very good :)

[Stockaholic_]

Been a while since I commented. So glad the channel is getting the exposure it deserves. You guys are doing a great job! Hope you’re both well

[alexng]

My take from Earnings call..AMD isn't a leader or has no MOAT in anything but just a participants in a larger market.
When analyst ask about:
Competition to ARM in datacenters : summarization " we are in a growing market, there's plenty in the pie. We will continue to execute and getting better.."
Competition with Nvidia in terms of cluster deployments : summarization " we are in a growing market, there's plenty in the pie. We will continue to execute and getting better.."
When ask about competition from Qualcom in AI pc: summarization " we are in a growing market, there's plenty in the pie. We will continue to execute and getting better.."
Her answers are vague and generalization when ask to comment AMD products vs competitor. This to me is not a good sign that their product doesnt really have any moat or compeititive edge agianst the competition.

[Matthewbyrd]

I finally got on board the AMD trade literally right before this earnings report - glad it was well-received by the market. I really did so because I think Intel is a real, real mess - look at the their most recent debacle in the works with some of their newest chips breaking down prematurely. The gaming community is pissed and is swearing off Intel - not to mention share losses in data center. To me it's indicative of a desperate company, one that's making mistakes and pissing off customers. I don't think it's a disaster or anything, but points to more market share for AMD to take. As an owner of one of Intel's defective chips, I know I'm done with the company for a long time. AMD all the way.

[YatanSC]

Love those in-depth videos, thank you ❤
I would be very interested in an update on Besi and how it might work as a "more volatile ASML" considering the latest news that ASML and Tokio Electronic shall be excluded from certain export restrictions to China. Could ASML even be the better investment because of how important it is? Thank you 😊

[LLoydwng]

Thank you for today video.
Can you please go over for arista network also since you guys have been covering before.
Thanks ahead

[neel-uronchondi]

AMD my biggest holding! N keep buying more!

[sirus]

Microsoft saved it all, then comes Meta, then comes Amazon, then comes google. it doesn't end!

[Ccovered]

did u guys lowkey just try to shit on AMD the whole time? lol.

AMD is killing it. Give it the respect it's due. They will likely keep crushing estimates.