AMD Stock is in Serious Trouble (Still Worth Buying?)

AMD stock is in serious trouble. Demand for their CPUs and GPUs is drying up fast. AMD expects to lose over a billion dollars in revenue as a result. And THAT’S just for this one quarter. We’ll find out just how bad the damage is for these semiconductor #stocks in a few weeks when they report their earnings. But with #amd stock being down over 60% year to date and down over 40% in the last 2 months alone, now’s a great time to see if AMD is one of the best stocks to buy now or if their collapse has just begun.

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[TickerSymbolYOU]

Do you think AMD is still one of the best stocks to buy now or has their collapse just begun?

[attilavidacs]

We need companies like AMD to keep Nvidia and Intel in check.

[Lewis-jnry]

It's a bad year for everybody across the board.

[michaelschwader]

I believe there are some other things going on here as well.

1.) A lot of people are waiting for AMD's 3D cache chips. After seeing what the 5800X3D was capable of, people are looking for a 7800X3D or higher.

2.) New processors and graphics cards didn't use to come out every year. Only those who want the absolute best of the best will upgrade every year.

3.) Their new platform requires both a new motherboard (LGA instead of PGA) and new ram as they use DDR5 instead of DDR4.

4.) The lack of a less expensive B650 or an inexpensive X670 motherboard.

The rest you pretty well covered.

[IbanezGuitarz]

I think AMD is a fantastic stock to own in the long term!

[plafer]

I think AMD is fundamentally undervalued and has long term tailwinds to be one of the best stocks to buy now (for the long term). But I also think that the very large short term headwinds have yet to solidly materialize in their earnings reports (crypto demand dropping, geopolitical fears in taiwan, end of covid demand slump, second hand pc market taking away sales, etc.), so the crash might just be beginning. Q3 preliminary numbers eeking out the first operating loss for AMD since like 2017. Definitely at the top of my watchlist

[maikatase]

Infinite growth and infinite profit make people have REALLY weird takes. Like imagine if people thought Frito-Lay was in trouble because Doritos sales weren't increasing anymore. So hilarious to me

[Sipu]

Being able to upgrade chips on their existing AM4 platform was also an absolutely genius move, especially the last huzzah of being able to take the 1st gen x370 boards, update the bios and drop the ultimate flagship to it, so they were able to move a ton of ships to existing motherboards. Now that people just bought the ryzen 5000 year earlier, it's going to be a lot harder to convince them to move to a new platform with an expensive barrier of entry via new motherboards.

[cameronoko]

I appreciate the fundamental analysis rather than talking about price predictions all the time!! Keep up the helpful content

[jinx]

I have seen so many articles and videos about AMD going to go belly up over the years I've lost count. If AMD can survive the dumpster fire that was the Bulldozer years, AMD can survive the situation they are in now. many large companies are reporting losses. AMD will be fine.

[necbranduc]

4:45 - I have gone almost a decade (8 years) without upgrading my PC, after buying the best of consumer grade CPU, RAM back in the day. Only small SSD upgrades throughout the time.

[unomilan]

Came back to review this a month later. Such great content that keeps giving!

[wingn]

Never waste a good crisis if you wanna make money. Buy and if it drops more, buy more and buy more.

[Luredreier]

A problem right now is that graphic card prices has gone up without really giving us much more performance at any given price point.
Of course the performance *is* going up, but unlike before so is the prices.
Add to that the timing.
New motherboards for AM5 requiring new memory (DDR5), both really expensive at the moment.
Add to that the inflation, especially in energy costs.
Meaning that peoples purchasing power is going down.
I'm on a R7 1700 + RX 480, I'm planning on buying a R7 5800X3D and a new GPU in the 4-500 USD range when the value proposition at that price point becomes better and my commitments to help friends that's struggling economically are done.
AM5 and DDR5 is just too expensive a investment for me for several years to come.
I wish that AMD sold GPUs like the R7 290X back in the day with great compute as well as good gaming performance.
The 290X and 390X are still amazing for double precision floating point performance for their price, and so is the cut down versions.
Honestly in terms of raw hardware you're actually getting a much better deal from Intel on the GPU side.
But their software is really letting down their hardware failing to give us a good experience and good performance in the older gaming titles that people still play.
I might buy a AMD *and* a Intel GPU just to support Intel a bit here.
But only once my friend is back on her feet again.

[fonkpdt]

AMD jumped back from their FX series processors to Ryzen. Likewise, Intel was getting beat by AMD in multicore processes when AMD released their Ryzen CPUs. Both companies have been trading blows for the last couple of years. I doubt AMD is any serious trouble, not to mention that their RDNA3 GPUs still haven't launched. AMD also closed the gap last generation with RDNA2 being slightly behind Nvidia's GPU and even beating them in some cases. If AMD does the same this generation or better yet beats Nvidia with lower prices, they'll be golden. Everything covered in the video was great!

[Scorpion_CR]

I think the problem is people don't have enough to buy a whole platform. With the new chips you need a new AM5 motherboard and DDR5 ram. Which exponentially increased the cost of adoption.

[anselrod]

You deliver the data succinctly which is what I like and it's not easy to find. Opinions and insights are fine afterwards. Yeap, I thumb-up you and subscribed. Well done!

[Lolatyou]

If people think that AMD is literally just going to die because of this, we're in an extremely tech-future world and we're in a recession with a major war going on that creates uncertainty.

They just need to adjust their position so that they don't lose market share, over time the tech industry will continue to get bigger. If your afraid of volatility of stocks right now in a recession, go to bonds like a lot of the investment corporations are doing.

[johnnymacsanet]

If you look at the market all the stocks are falling dramatically this year I went from 42.45 percent return last year to 44.39 percent lost this year and I own both AMD and Intel stocks

[BlackSwan-sqiw]

20-30 years ago, i used to upgrade my PC every 2 years. Now my PC is 6 years old and I have no need to change it. Likewise, i used to change my iPhone every 2 years. Now my current iphone is 3 years old and I don't see a compelling need to upgrade either. Semiconductor demand will shift to other application sectors. I believe EV is a big one and many other up and coming ones. Semiconductor will do well, but just not those that are still stuck in the PC or mobile phone era.