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Advanced Micro Devices, Inc. (AMD)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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87.08+4.65 (+5.64%)
At close: 04:00PM EDT
87.27 +0.19 (+0.22%)
After hours: 07:59PM EDT
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  • K
    Kris
    On the 28th in Las Vegas AMD is presenting and will have a booth at the HPE Discover 2022.

    AMD is building brand awareness. Together We Advance!

    https://content.attend.hpe.com/go/agendabuilder.home/?l=1049&locale=en_US
  • O
    Options
    AMD has huge growth, huge margins and huge profit! Still small market cap. This stock will double to $175 in just six months. Probably next week we test $100 again
    Bullish
  • S
    Steven1
    And from a different Motley Fools article- ;-)
    "AMD reported a revenue increase of 71% year over year in the first quarter, yet the stock trades at just 16.7 times this year's consensus earnings estimate. The low price-to-earnings (P/E) ratio suggests the market is valuing AMD like an average company, but the business is far from mediocre. In fact, the market seems to be significantly undervaluing the extra growth that the addition of Xilinx brings to AMD."
    Bullish
  • S
    Shing-Ming
    In addition to AMD’s favorable fundamentals, the general 60:40 ratio of stock to bond mixing rule may help investors to make judgments for trading?

    Fund managers quite often need to rebalance their holdings to meet the rule! 

    This year, due to the significant market decline, fund managers may increase their stock holdings at the end of each Q to meet the 60% stocks requirement? And if they do, this could create a short term rally in stocks at the end of each quarter!

    For example, US stock market fell 10% in the  1st Q this year, and it did rise 7% in the last week of the quarter! 

    Will it repeat this Q again? And if it does, next week (end of 2nd Q), market may have a good chance to go up, and so does AMD? Of course, nothing is 100% but worth watching!

    Just some observations to share!
    GLTA!
  • R
    Refreshed Rudy
    CONFESSION
    When Brian Krzanich (former CEO of $INTC) said that he saw AMD taking 30 -40% of Intel server and data center business. I confess, I greedily ran some numbers and what I came up with was unbelievable because of the seer bumps in AMD EPS that can be expected. Greed is a sin and for that I confess.

    I likely shared my calculated info on this MB and with family and we considered the risks, it made absolute sense to stay in AMD. I am glad we did.
    Of course my numbers from that calculation did not include Ukraine, Covid and acquisitions of Xylinx and Pensando all of which brought silver linings for AMD. Xylinx and Pensando opened up our TAM to B$300. Ukraine . Ukraine will benefit from Xylinx's FPGA which will bring upgraded weapon arrays, which will encourage other nations to stack up weapons that rely on FPGA ... sadly a silver lining nonetheless. Covid opened up our realization that entities need to be able to operate with more centralized data management ... this raised the data center stake much higher than TAM at the time of Brian's comments and my initial calculations.
    Might be a bumpy rise but at some point shorts and Market Manipulators will realize that they should move on to greener pastures.
    Bullish
  • S
    Steven1
    Nice comment from Motley Fools- ;-)
    "a closer look at the markets that AMD serves tells us that this company could grow at an impressive pace for years to come. Take the data center business, for example, which currently produces around 20% of AMD's total revenue. The chipmaker has been enjoying terrific traction in this market, as AMD's data center revenue doubled year over year in the first quarter of 2022. It wouldn't be surprising to see the data center business move the needle in a bigger way for AMD. That's because the company sells data center CPUs (central processing units), GPUs (graphics processing units), data processing units (DPUs), and field-programmable gate arrays (FPGAs). The data center business has so far been driven by the CPU and GPU business, but AMD has strengthened its prospects in this space with the acquisitions of Xilinx and Pensando."
    Bullish
  • S
    SouP
    105+ next week? 🤞
    Bullish
  • K
    Kris
    87! It’s so hot! The new salt waterpool shot past 87 up to 90 degrees… too hot!

    So I replaced the filter pump water jet nozzles in the pool with some PVC Pipe that shoots a water fountains up in the air. I have to run the filter pump at least 12 hours a day for proper chlorination anyways. I figure I might as well use it to also cool the pool at the same time.

    This morning the pool is back down to a cool 84!

    It’s a lot like the AMD share price…
  • Z
    Zaffe
    Great day today, but still only $87, way way undervalued for such a great company!!! Looking forward to next week! Have a great weekend, folks!!!
  • M
    Martini
    We all needed a Friday like this. Congrats everyone, and enjoy your weekend! Better days ahead for sure!
  • N
    No
    if I didn't sell my AMD at 165, sure as Hl, I'm not going to sell now. You have to filter out the base noise. look at beyond this hubhub. AMD has a great management and technology and keeps executing. It's just a matter of time when sh prices catches w performance.
  • T
    Trent
    After earning some will be wishing they loaded up. Earnings is in 4 weeks, ZEN-4, RDNA-3 and a lot of TSMC wafers for AMD in September.
  • k
    kevin
    AMD is worth $200 a share easy in six months buying below $100 is smart! Huge growth huge margins huge profit!!
    Bullish
  • m
    milton
    closed at 87! :) Have a nice weekend Longs! year end --> $200
    Bullish
  • S
    SouP
    what does this mean for next week guys????
    Bullish
  • S
    Shing-Ming
    Good to see Nasdaq up 3.3%, AMD up 5.6% ($87.08). In my view, market volatility will continue, the important thing is still to focus on AMD fundamentals!

    Below are some AMD info worth examining:

    I. Technology advancement
    (1) Feb 2021: 
    - Created "heterogenous computing" with XLNX technologies & expanded to various new areas (automation, telecom, 5G, AI, medical devices.. from datacenter to the edge of end devices..)
    (2) May 2022: 
    - The acquired Pensando can provide 8-13x better performance (than its rivals) on data transfer.
    - Shaping the capabilities of nearly every service, from cloud, PC to communication, AI endpoints.. AMD’s HPC solutions..

    II. Dr. Su's few interesting comments:
    - Oct 2017: I can return this company to making a lot of money! 
    - Oct 2019: The best is yet to come! 
    - May 2022: AMD has reached a significant "inflection point"..

    III. AMD's accomplishment so far:
    - 2017 to 2021 EPS: (yoy)
    $0.10 (2017)=> 0.46=> 0.64=> 1.29=> 2.79 (2021)
    -  2022 Q1 EPS= $1.13 (qoq growth>20%)
    - 2017 to 2021 gross margin: (yoy)
      34%=> 39%=> 43%=> 45%=> 48% 

    IV. 2022 guidance
    - Revenue growth= 60%, (up from 31% in 3 months)
    - GM (gross margin)= 54%
    - TAM:
      $79B (Mar 2020), 135B (Feb 2022), 300B (Jun)

    V. Others:
    - Announced $4B buyback in May 2021, $8B buyback in Feb 2022.
    - 30-time energy efficiency improvement plan by 2025 on track.

    Outlook:
    (1) The sharp increase in TAM estimates, from $135B in Feb to 300B in Jun, clearly signals the high earning growth can continue!
    (2) AMD's EPS (non-GAAP) may reach $5.5 this year, $10 next year and perhaps $15 or higher in 2024!

    In my view, the current AMD price ($86) is way under-valued and will go much higher (although it may remain volatile short term)!

    As SC Davis said:
    "You (can) make most of your money in a bear market (from quality stocks),  you just don't realize it at that time!"

    GLTA!
  • P
    Perseid
    June has been spectacular, it proved that $80 is the bottom. I maintain $120 by July.
  • K
    Klaus
    Where is the $12 billion (or just $10) buyback????
    Neutral
  • L
    Loki
    im so glad I added yesterday
    Bullish
  • L
    Loki
    who else bought a bunch yesterday.... congrats...
    Bullish
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