AMD Stock Will Make Billions Thanks To This Acquisition -- $AMD

AMD Stock just had an amazing day after news that AMD will Significantly Expand Data Center AI Systems Capabilities with the Acquisition of Hyperscale Solutions Provider ZT Systems. Time to buy AMD Stock Price?

A portion of this video is sponsored by The Motley Fool.

I have a position on $NVDA $AMD

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[yeejohtay]

I missed NVDA two years ago after I sold out all my NVDA at $290 a share! This time I bought back some NVDA at $98 a share but I loaded up the boat on AMD about $30k worth two weeks ago, hopefully AMD will go to the moon in 1-2 years. Thank you for your videos

[matt.stevick]

That was a very confidence building snap back from the Carry Trade. 30% in two weeks, truly amazing. There certainly had never been a stock like NVDA for so many reasons, we are witnessing history daily. I think I can say no one is worried about Nvidia 2024 2Q earnings next week. I seriously am so excited to hear Jensen talk and update on whatever he wants to talk about.

[robwong]

Let's go to $400/share by Feb 2025 🤩🤩🤩

[martinwegner]

Competition does help Nvidia as well as all get the message that this isn’t a bubble 🥳🥳🥳 keep it up Jose

[purplesalt]

It's good they finally notices software development is important just like hardware development.

They should invest a lot in their poor drivers

[stefanorossi]

Jose I also see AMD as a trillion dollar company in the future, I hope they do it well. Good analysis

[PimpHandStrong]

Debating on buying 200 shares of TSM or AMD….any thoughts?

[EllyMoody]

Just remember Yahoo and Cisco and the year 2000 and sell at the top.

[capmendonca]

Dr. Lisa Su is a amazing CEO . AMD its my biggest stock position in stock Market.

[humn_rights]

I appreciate your insightful episodes! With AMD's acquisition of ZT Systems, do you think this will lead to a direct overlap with the business models of SMCI and Dell? Given that AMD plans to divest the manufacturing segment, it seems their focus is on enhancing system design capabilities rather than competing directly in server production. What are your thoughts on how this strategic move might reshape AMD's position in the market?

[bodcare]

Nvidia is also addressing the lower market with new chip in the next 6 months in addition to the biggest clients.

[paulharrison]

I disagree with stock analysts who focus 100% on AI in making predictions about AMD and do not also consider the much more important none AI products from AMD, Nvidia and Intel.

AMD APUs (combined CPUs and GPUs on one chip) are used in all Xboxes, all PS5s and all Steam Decks which must make AMD huge profits. No Intel or NVDIA chips are used in any of these consoles. It is unlikely that the next generations of these products will use any NVidia or Intel chips.

The last two generations of Intel CPUs have a tendency to melt and so fail if they are driven too fast. This is presumably due to the fact that Intel chips have much larger transistors than AMD or NVidia chips and so produce more potentially dangerous heat as they operate. TSMC manufacture all recent AMD and NVidia chips (all of which have tiny transistors) and so they have the huge high speed and low power advantage that has been the making of Apple whose chips are also exclusively manufactured by TSMC.

[glamdrag]

I was thinking of waiting till after earnings to sell some Nvidia shares to put that money in AMD. What do you guys think?

[andersolsen]

AMD is better value for money than Nvidia. There are more sale in les expensive items than in top expensive items. This is why Fiat company has taken over not just Lancia and Alfa Romero but also Maserati, Ferrari and Chrysler.