AMD stock Is Getting Too Cheap To Ignore!

Friends! In this video, I'm going to do an AMD stock analysis and talk about the risks and upside potential of AMD stock

The stock analysis platform that I use:

#stockmarket

[Aboulchad]

Been buying AMD since 134 till the 114.6... my averge cost 125.6$ and keep buying ...

[GG-Anaximander]

AMD is a no brainier at this point if you have a 3+ years outlook. Don't put aside the CEO factor. My price target is 380 - 450 by 2027 which I am very confident in.

[Lokiesp]

I owned 10, 000 shares of AMD @1.6$. I sold at around 2.8$. At that time I had no idea what value investing is and I was speculating. I have solid portfolio now and going long on a lot of stocks that I have done extensive research on.

[sagig]

I've been waiting for your take on AMD! I'm even more bullish than you are. It's a fantastic opportunity. No question in my mind.

[naveedkanji]

yes they're growing but they dilute like crazy. i believe their share based comp is still very high. They've been around forever and its no excuse to dilute anymore like they do.

[jcmontana]

When others fear, you buy!!! Love AMD

[没事啦]

I fully agree with The Patient Investor. AMD is too cheap to be ignored. Savvy investor should look at the bigger picture.

[RewiredMenace]

AMD ARMY!!! Time to pull a January 2021 GME Break out!!! LfG!!!!

[FC-ucuw]

I am a big fan of your videos. Your opinions are very balanced. I visited your X account and just saw all the hateful comments it was crazy. Many investors are quite bad - I saw some really bad counter arguments to some of your suggestions in the comments sections (it is like people do no research). I saw the 106 PE argument (for AMD) so many times, it's like people do a superficial google of a stock and end their research there. Kinda crazy.

[Peterion]

I agree with your analysis that AMD is interesting at this price point. However the given information about Meta's exclusive use of AMD GPUs is incorrect. Most of their training is being done on their NVIDIA GPUs. AMD GPUs are primarily used for inference. Most of their compute is still from NVIDIA (p.e they have over 100k NVIDIA H100 GPUs). Love your videos, keep it up!

[NicoleAniston-o]

AMD is where the real money is now after NVDA. I owned 10, 000 shares of AMD @1.6$. I sold at around 2.8$. At that time I had no idea what value investing is and I was speculating. I have solid portfolio now and going long on a lot of stocks that I have done extensive research on. Any suggestions on new sectors that could outperform as good as Nvidia?

[JohnTPapadopoulos]

Bought 220 pieces of advanced money destroyer and waiting 😅Consider hedging with NVDA is they drop lower.

[tradereai]

I have been buying AMD since $130, if it drops more towards $100 I will continue to buy as I believe it will trade over $200 at the end of 2025.

[johnka]

LOADING UP AT $114 YESTERDAY, IT WOULD DROP FURTHER I WILL BUY MORE!~

[Anarchy]

AMD has been on my radar for a while but Im still gonna wait for it to go down a bit more. I might miss the train but whatever.

[pragmatica]

Holding tight a short put at 115 (rolled from a 120 one). Avg tgt price is 174.71, we should be good..

[Trust_but_Verify]

1:41 Hardware company cannot scale like software company.
Nvidia has a LOT of software behind its hardware.

[karsinds]

Market is being very irrational lately: several good stock have been beaten down brutally, this is insane...

[riffsoffov]

In December, SemiAnalysis put out a long report (much of it free) titled "MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive". Quote, "AMD’s software experience is riddled with bugs rendering out of the box training with AMD is impossible.".

From Reuters, yesterday, "Exclusive: Tech supplier Arm plans to hike prices, has considered developing its own chips". That's price increases up to 300%. An analyst makes the obvious point that customers could be threatened by Arm making its own chips. It looks like Arm's litigation against Qualcomm hasn't been going well, and it doesn't look customer friendly. If the Reuters report is accurate, I think there's a chance of Arm shooting themselves in the foot, which would be good for the x86 architecture that Intel and AMD's chips are based on. Long term, miss-steps by Arm should favor the open-standard Risc-V architecture. I think that would take several years to impact any revenue from x86 or Arm, but I don't actually know.

@The Patient Investor, thanks for the video.

[musicloveranthony]

Tokyo Electron is a great option. I’m up about 16% since buying a few weeks ago and think it’s only getting started. I do consider it cyclical (like AMD), so I’ll sell when it feels like sentiment is all positive