AMD Could Be Worth TRILLIONS If They Do This!

In this video, I will cover the recent updates regarding AMD stock. Is AMD stock a buy now?

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

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DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment, or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. #investing #AMD

[GeneralTarge]

AMD went from 2 billion expected revenue for 2024 for AI at the start of the year, to 5 billion for 2024. Looks like they're growing faster than even they themselves expected.

[jeffreywang]

I have 120 shares. They are coming out with new products at a lower price recently which I believe in and if they gain any market share at all from Nvidia currently the stock should rally a lot. I feel you are a little too skeptical about this company. Lisa Su was #2 with Intel and they did fine. If they just get a 5-10% market share the stock should go up a lot is my guess. All this hating on AMD is not warranted. They probably need to make some software changes as they are new in the GPU space. There are always risks in the market but this looks like an attractive risk/reward compared to other stocks right now. The reason I bought is AMD is going into a revenue growth cycle with GPU's and they are relatively new in the space. Their earnings should follow their revenue growth. NVDA's revenue growth may not be as great given how much of the market they already have. Merry Christmas

[Endureil]

I was 18 years old back in 2008 when CUDA Toolkit 2.0 came out and that's when I first started playing around with writing kernels, Nvidia has had a long time to cook, a year later they released Nvidia Optix raytracing running on CUDA (we see today Nvidia leading in the RT domain too). Few years later Microsoft DirectX introduced compute shaders which felt very similar in terms of goal (general compute running on the GPU) but primarily for games. Compute shaders has not changed much since then to be honest despite its birth being inspired by CUDA and GPGPU. In the meantime Nvidia just kept improving CUDA reaching version 12 that we have today.. Feels like other toolkits throughout the years just stagnated except Nvidias version of GPGPU. Not to mention also all the libraries (1st and 3rd party) that has been built and pre-optimized over the years (cuBLAS, cuFFT, cuDNN and many more).

When it comes to gaming industry, we are cross compiling shaders into different hardware (consoles, PC, handheld etc). Similarly, Hipify can convert CUDA code to run on AMD but this doesn't solve the problem of missing closed-source libraries. I am assuming that's AMD's goal with all the acquisitions lately focusing on software companies (like Silo AI), to bridge the gap in libraries they offer.

If AMD succeeds, the open source nature of their eco-system instead of a blackbox, will be a huge advantage for sure but it will take time and they'll need partnerships with developers to incentivize this I think..

[drafhar]

Very good non biased argument in both NVDA and AMD. Appreciate it!

[MarcoNierop]

At least AMD acknowledged they have to improve on the software stack and that gives me the trust they will improve and might surprise us in 2025 in a positive way.

I have a small position in AMD that is 30% in the red right now, but I might add to my position after next earnings to get my cost base down somewhat. If these earnings are good it could be blue skies from there.

The market for AI compute is immense, and it would not be good that Nvidia gets a monopoly, AMD is in the position to give Nvidia the competition it needs. The market is large enough to have two major suppliers.

[steveshaneyfelt]

Invidia is a great stock. I’ve made money on it just has everyone that has owned it. One of the mistakes with comparing Invidia with AMD is thinking they are both competing for the same space. Invidias’s biggest threats are coming from META, Microsoft, Amazon, and Tesla who are working overtime to develop and use their own chips and not be dependent on Invidia. Invidia investors need to watch these developments.

Now AMD… they have the very best gaming chips in the market place and sell every last one they make. They are, at the same time, intensely focused on Data Centers and are making great progress. Is there risk? Of course. Every company has risk. But AMD has a longer run way (they are smaller) and ratios are greatly impacted by smaller incremental increases.

So, everyone has their story and opinions (mine are my own) and time will tell. I’m certainly not always right (unfortunately) but I’m pretty happy overall with my choices. I wish you all the best. And yes, I’m buying AMD AS WELL AS THE ‘other’ company.

[underratedblastoise]

Finally someone that actually talks about the real issues

[MagnoosChess]

Good stock to buy, i have 100 shares and will not be adding more unless it really dips under 90, Which i doubt will happen.

[nadirolgacay]

In any business or personal, if make or provide great service product, money will follow, right on

[mrp]

I think another important point is that lot of opensource software beyond tensorflow and pytorch is not well optimized for amd gpus which makes it too hard for startups and smaller companies to use their hardware

[mikedaczar]

To be the fair the MI300/MI325 processors are HPC processors (high end-CPUs mixed with mid-range GPUS commonly used in supercomputers for physics/scientific workloads). The MI350 will be a proper AI accelerator and with there is software support from Triton which should help bridge the gap of kernel GPU accelerator implementations (it's backed by OpenAI and is Python based/open source). Overall I like both Nvidia and AMD but I think AMD is targeting the inference LLM market long term while Nvidia is focused on training.

[PietervanLith]

Doing a good job, really like your ´analyses´ and thoughts. Cannot stand channels like Jeremy and Felix, please stay as you are ;)

[LQSnake]

As if NVDA is not so overpriced?

Even WITH existing 2nd rate software, would you value AMD price as the old 2023 price when they made only CPU and GPU? (Also not even mentioning the fundamentals = profit growth in yoy)

In short, we are pricing the same stock price as if they have never made MI chips and never made money from 2023. Where in the field, BOTH their hard AND softwares are already been bought, applied and running for months in big data companies like google and meta.

[nossocc]

I believe inference will the next big step in performance for AI, they've already maxed out the possible gains from training the models, now allowing them to do inference for a long time is the next step change which can take advantage of hardware. If AMD is focusing on inference, then they are a solid buy for me.

[stephane]

Merci pour la video et très bon réveillon !

[leapswithoutlooking]

That would be a big change and very unlike AMD of the past. Drivers that are late and not very robust is one of AMD's long time weaknesses, at least in my experience. Hopefully they do what they promise here, it is definitely something you need to research.

[RoTelnCheese]

Nvidia is daddy, the rest are little kids. Only Avgo has grown some balls recently

[qqqspx]

I’m happy you changed the thumbnail pic; b/c AMD as a current business, is doing relatively well. The software stack for the MI300X is the 2T question. If it was doable, they would’ve done it already. I’m sure they are working at it.

[MLAlgoTrader]

I lost so much money on AMD it isn't even funny. That said, I think the negative article on AMD's ROCM vs CUDA could spark AMD to really prioritize ROCM and in the long run can be very bullish for the company. As much as people think NVDA is perfect, it isn't.

[SuperslimeX]

which website you are using for screening ? pls help someone