AMD stock is a tough one for me, given the fierce competition it faces. I prefer setups with clearer upside potential. If you're looking for compelling investment ideas, visit www.unrivaledinvesting.com!
The best vid yet on explaining crypto and associated markets. This from a trading intraday and short-medium or long term point of view. Was impressed that you showed the market cycle.Also the way you explained it. Regardless if it is stocks, currency, precious metals or real estate, crypto, that is being invested in, there is a cycle. As now crypto is a confirmed asset class, You already have taught me so much. Appreciate your time and effort in making the vid. ...I managed to grow a nest egg of around 3Btc’s to a decent 21Btc’s…At the heart of this evolution is Milton Harper, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. His holistic approach to investment and commitment to staying abreast of market trends make him an invaluable ally in navigating this new era in cryptocurrency investment....
It really helped trading with Milton Harper analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective..
Reminds me of meta, people always have an excuse not to buy. I have been buying AMD from 130usd and I'll continue to add until I get 200 shares or it goes over $160.
Nvidia specializes in GPUs, while AMD is primarily focused on CPUs. However, since acquiring ATI, AMD has become more of a hybrid CPU and GPU company. Therefore, I remain bullish on AMD, as it has the potential for significant growth.
@@HeroDai2448 It does feel like a bargain. It also feels like they are due.... Something could come out this year that makes them nice and sparkly again.
@@BeatNurseryCPU demand is highly cyclical and fully priced in. There is no growth story with CPU’s. You all sound exactly like intel fanboys a few years ago, and that’s a major red flag.
Prince William County is the data center hub of the country. NNT just built the largest data center in Prince William County and their Dell CPU’s are powered by AMD. This is bullish.
My Technical Analysis shows that AMD is touching ($115) and about to bounce to the upside of a downtrending channel. The TA shows potential growth for the next few months of up to 25-40% ($180-200) depending on its response to resistance at $165; then later at the heart of the uptrend channel at $200. Good for swing trade.
People were saying the exact same thing about the $130 level, then when that broke $120. The stock is in a bearish downtrend. Calling the bottom at $115 is pure conjecture. It has not made a definite bottom yet, because it's still in a bearish downtrend. You can like the stock all you want, but you can change the fact that the stock could be going to $100 or below.
One aspect is overlooked in all analyses I see. Costomers of Nvidia are desperately open to AMD's efforts. Once AMD comes up with comparable compute/dollar which is likely 2026-2027, there will be a huge shift in total order amounts to AMD, not Nvidia. AMD doesn't need to be as good as Nvidia, they only need to be comparable and cheaper which they will be. When this happens, customers will either order more from AMD or Nvidia will have to cut down on pricing. In either case, AMD will be the overall winner in growth. Best long term plan is to own both and adjust the shares as you go.
This is not a zero sum game. There will be multiple winners in this space. Will it overthrow Nvidia? Probably not, but it doesn’t have to. I think 2-3 years from now AMD will be a lot higher.
The truth is (to quote you), you are both right and wrong. Everyone I hear that takes your position suggests all or nothing concerning Nvidia and AMD. One or the other. For someone that has rode the Nvidia train, there were many with your argument about Nvidia that you are making with AMD. I find AMD compelling and at these prices and the performance of the company it is a stock that should easily outperform the next three years and I’m buying… thanks for your insight.
your margins and revenue growth rates are not in line with what is coming for AMD over the next few years. I have seen you miss on a few growth stocks by now, and I believe this is another one you will miss on.
honestly a better analogy would be a premium restaurant burger with all the fixins vs a perfectly serviceable burger. The premium burger is alerady quite mature and won't evolve at as fast a pace, whereas the serviceable burger is starting to add all the fixins and before long will be quite premium itself. it doesn't even have to BEAT nvidia. it just has to be a viable alternative, that's it. it will all depend if amd's whole-package solution is functional and easy to use (i.e. not only hardware, but server infrastructure and software). software is a hugely risky area because cuda is way ahead of rocm, but that's not to say rocm couldn't become "good enough" this year for amd to win more business
@gregkrazanski I fully agree with your take. People always act as if AMD needs to beat NVDA to “win”. But they just need to establish themselves as the undisputed and reliable number 2 in the market. Plenty of pie to share between the both of them even if NVDA will remain the king without any doubt. The main issue is the software indeed. Lisa Su needs to step it up in that regard. Anyway, upside risk way higher than downside risk so I have started buying and keeping for a few years to see where it goes. @unrivaled nice channel, subscribed.
The problem with CUDA is that it isn't just software that runs the NVDA GPUs, it's a programming language with testing and complex libraries that have been built on top of it over the course of 10+ years. And libraries are used by many different organizations, not just by built and used by one organization. CUDA has teams locked in because all this software that they have built is locked into the NVDA ecosystem. So it's not just a matter of moving over to AMD because they have cheaper GPUs, they will have have to train their engineers on the new software then build code around the new GPUs on software that has less libraries built on it making this code even more time consuming to develop.
Yes i agree But most people underestimate how well positioned amd is to capture massive growth in the next few years Paying this little of premium for it right now is a no brainer
Many tech stocks are trading way above their actual values, so when they go down to their actual value, it means that they are very much on sale. Take CRWD for example...
@@Toma-i8k your statement contradicts itself. How can an asset returning to its intrinsic value be ‘on sale’? Sale implies it’s trading below fair value, not returning to fair value in an overheated market as you suggested.
@@RoTelnCheese The stock market is filled with companies trading above their "actual values", so more often than not they are considered on sale when they go down. You are logically correct, but sometimes logic doesn't play a role in the stock market that's what I mean.
I would like to see you do a video on something more high quality, but slower growing like Mastercard just to see what you would think of such a stock.
Interesting to make a video of where you talk about quality of the product as the main reason there is a price difference but you didn't compare the products at all. Why not do a comparison of the performance of each companies main chip products and see if the growth and margins is because of actual quality or perceived quality?
I agree that it is difficult for AMD to match NVDA in the server field, but the market cannot be allowed to be monopolized by NVDA. Customers will deliberately cause competitors to appear. And as the computing field becomes more subdivided, it is difficult for NVDA to cover all projects. AMD’s opportunities are not It’s relatively small, and the difficulty of catching up is the lowest compared to other competitors. Still optimistic about it. Finally, why can’t we buy both companies?
They will launch soon the next Gpus architecture rdna4, and it is going to be a hit price/performance... this will be a good catalyst if benchmarks are good... however they still need to bring a gpu that can compete at the higher end to match Nvidia at least.. it will take time
Your long term ratio assumptions do not match with AMDs historical pe ratios. look in the worst performance of AMD in 2021 and before pandemic, the ratios have been much higher than current, suggesting extreme bearishness with high upside potential
I would ask that you do not look at AMD in the current market and look to the future .Graphics isn't the be all end all. AMD processing may be a better architecture for another type of computing and be a leader in that new computing. Sure right now AMDs fundamentals lead us all to believe they are inferior in GPUs market... I ask what is the next big market and who will lead that market... something you probably don't know and nor do we. You cannot have a GPU operate without a CPU.
AMD has beaten NVDA before and can do it again. They have taken considerable feedback in 2024 and have already indicated that good things are coming this year :)
Great evaluation Daniel, I like your food analogies hahahah. AMD does not need to be next Nvidia in order to double in the next few years. Nvidia growth is already stellar so it is hard not to think about slowing down cause as we know market is always forward looking. AMD on the other side can steadily strengthen its number 2 position in the space. Anyway it is very unpredictable industry with such a rapid changes that it is very tough to know how it is going to evolve. I started building slowly positiion in AMD as the price is going down and if it keeps going below 120 I plan to DCA into it but it will be smaller position because of so many uncertainties in that industry.
FWD PE is around a 16 for AMD, PEG ratio is at a 1, P/S around a 7, slower growth than NVDA definitely but there’s room for more than one winner in the space and with negative sentiment can come good opportunity
AMD has a lot of growth potential, cuz they also make money on CPUs unlike Nvidia.(or intel at this point xd) So they are about to take over the Server market, they are slowly taking all the market share in desktop CPUs and seem to be catching up in the AI market. They are an exceptional company with an exceptional CEO and will reach their growth projections most likely and probably are going to surpass them. Also keep in mind big company's like Microsoft dont want Nvidia to have an monopoly and charge whatever they want, which means it in their interest to keep AMDs AI investments going and even accelerate them.
Analysts simply follow momentum and their track record is horrible. It's a non-story, but I understand you've just used it as a hook for the actual analysis.
Nvidia has reached a stage where they effectively create their own markets. A recent example is their $700 million private equity funding to Nebius, a company poised to establish or expand data centers. The implicit purpose? To purchase Nvidia hardware, such as GPUs, for their infrastructure. This move underscores the immense scale and financial power Nvidia now wields, enabling them to channel demand strategically. This compounding commercial influence puts competitors like AMD at a significant disadvantage, as the playing field is no longer level. Nvidia's ability to leverage its resources to direct market demand and foster dependency on their ecosystem solidifies their dominance. Their strategy not only fuels their growth but also systematically weakens competition by shaping market dynamics to their favor. For AMD and other players, this creates an increasingly challenging environment to compete in both scale and influence. And for AMD to capture significant market share in the GPU market, they must develop GPUs that significantly outperform Nvidia's in terms of efficiency and performance or costs. Achieving parity with Nvidia won't suffice because Nvidia's immense commercial power and scale will always give them the upper hand.
@@lizhao69 Intel faced a significant technology lag, struggling with its transition from 14nm to 10nm and then to 7nm architectures, while AMD adopted these advanced nodes earlier, delivering a technologically superior product. If you believe AMD can replicate its success against Intel by surpassing NVIDIA purely on the technology front, there could indeed be a path for AMD to reclaim its position in this market. However, that's a high-stakes gamble, and personally, I wouldn't take that bet.
nvda is on the same path as intel. they lead a niche space and then falter as the rest of the competitors catch up. it's hard being the leader for too long. you often make bets in the wrong direction. meanwhile, the rest of the competing strugglers are learning from nvda's success and happen to make better future bets on where the industry is going.
atm amd selling their ai chip at great discount compare to nvidia yet they cant take share from nvidia. There is no sign that would change. The stock still expensive
AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advce from a CFA would be a smart move at this point.
How do you put in your bull case a 21% CAGR over 5 years and only give it a 25 P/E ratio? Somebody please tell me of any stock like that and I will put everything I have into that stock.
for those who talk about amd pe is higher than nvidia, i treat them as pure noob, since they all have no idea why its pe is this high. hint: calculate the pe again using non gaap eps for the past four quarters
On one hand i see that products of AMD are very lagging vs peer Nvidia. So stay careful. On the other hand, if they bleed to 80-90 usd per share I think it would be interesting to get very very tiny bet on them
@@nguyenphuongchang3925 for about two years I paid for their "Stock Advisor" service. Their stock picks were not so great. The one that made me leave was Lemonade. They really pushed how good Lemonade would be
amd, nvda, mrvl, etc all have their own space to succeed in. chips are diversified. lyft vs uber vs doordash vs grubhub vs walmart deliveries is a margin eating business space about to tank all these companies.
Yes thats why they are TH-camRS and not millionärs sitting on they yacht. Watched a bunch of youtubers who said AMD is a steal at 130€ now it crashed to 112€ and suddenly they all stfu 😂😂😂
@@clamflex5209 130 to 112 is hardly a crash. When I was buying Meta at 160 and still buying it 90 now that was a little worrying. But just do your own research and you should feel more confident. I get your argument you think AMD is over valued. That's fine, time will tell.
AMD stock is a tough one for me, given the fierce competition it faces. I prefer setups with clearer upside potential. If you're looking for compelling investment ideas, visit www.unrivaledinvesting.com!
The best vid yet on explaining crypto and associated markets. This from a trading intraday and short-medium or long term point of view. Was impressed that you showed the market cycle.Also the way you explained it. Regardless if it is stocks, currency, precious metals or real estate, crypto, that is being invested in, there is a cycle. As now crypto is a confirmed asset class, You already have taught me so much. Appreciate your time and effort in making the vid. ...I managed to grow a nest egg of around 3Btc’s to a decent 21Btc’s…At the heart of this evolution is Milton Harper, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. His holistic approach to investment and commitment to staying abreast of market trends make him an invaluable ally in navigating this new era in cryptocurrency investment....
He's mostly on Telegrams, using the user name.
@MiltonHarper
Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.
It really helped trading with Milton Harper analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective..
Spot-on, I would always rate his signals as one of the best ever used 100% accurate.
Sorry, I feel it's a very big risk not to buy AMD. You won't be able to get back in at the price you want when it pops again.
That's the thing. When it crashes their to scared to buy, when it flies, it's to expensive. Loser mindset
Reminds me of meta, people always have an excuse not to buy. I have been buying AMD from 130usd and I'll continue to add until I get 200 shares or it goes over $160.
Lmao please keep buying this trash… 50% in 5 years when it’s already down 60% from ATH is not a good bet. Idiots
@@Intekon you may see 90-100 levels again very likely
That’s literally the definition of FOMO. Good luck.
Nvidia specializes in GPUs, while AMD is primarily focused on CPUs. However, since acquiring ATI, AMD has become more of a hybrid CPU and GPU company. Therefore, I remain bullish on AMD, as it has the potential for significant growth.
AI isn't everything. AMD is about to eat the whole Intel cake
Everyone overlooks the fact that a GPU isn’t a CPU… and you really can’t have one without the other.
DELL now ❤ AMD 👍
AMD at 115 is insane
@@HeroDai2448 It does feel like a bargain. It also feels like they are due.... Something could come out this year that makes them nice and sparkly again.
@@BeatNurseryCPU demand is highly cyclical and fully priced in. There is no growth story with CPU’s. You all sound exactly like intel fanboys a few years ago, and that’s a major red flag.
Prince William County is the data center hub of the country.
NNT just built the largest data center in Prince William County and their Dell CPU’s are powered by AMD.
This is bullish.
11 mins to say NVDA is steak and AMD is cheeseburger and selling a course while at it. A lays packet of chips has more stuff in it.
AMD a buy
A sell. I hear amd is cheap since few months. But it’s going downhill like how intel is further declining to 18
My Technical Analysis shows that AMD is touching ($115) and about to bounce to the upside of a downtrending channel. The TA shows potential growth for the next few months of up to 25-40% ($180-200) depending on its response to resistance at $165; then later at the heart of the uptrend channel at $200. Good for swing trade.
People were saying the exact same thing about the $130 level, then when that broke $120. The stock is in a bearish downtrend. Calling the bottom at $115 is pure conjecture. It has not made a definite bottom yet, because it's still in a bearish downtrend. You can like the stock all you want, but you can change the fact that the stock could be going to $100 or below.
This is the perfect time to start a small position and DCA.
What exactly is wrong with owning both stocks? especially for a beginner in the space
Bullish on AMD, while eveyone else is bearish... continue dca
One aspect is overlooked in all analyses I see. Costomers of Nvidia are desperately open to AMD's efforts. Once AMD comes up with comparable compute/dollar which is likely 2026-2027, there will be a huge shift in total order amounts to AMD, not Nvidia. AMD doesn't need to be as good as Nvidia, they only need to be comparable and cheaper which they will be. When this happens, customers will either order more from AMD or Nvidia will have to cut down on pricing. In either case, AMD will be the overall winner in growth. Best long term plan is to own both and adjust the shares as you go.
This is not a zero sum game. There will be multiple winners in this space. Will it overthrow Nvidia? Probably not, but it doesn’t have to. I think 2-3 years from now AMD will be a lot higher.
The truth is (to quote you), you are both right and wrong. Everyone I hear that takes your position suggests all or nothing concerning Nvidia and AMD. One or the other. For someone that has rode the Nvidia train, there were many with your argument about Nvidia that you are making with AMD.
I find AMD compelling and at these prices and the performance of the company it is a stock that should easily outperform the next three years and I’m buying… thanks for your insight.
I do not find any argument that will block AMD from going up.
your margins and revenue growth rates are not in line with what is coming for AMD over the next few years. I have seen you miss on a few growth stocks by now, and I believe this is another one you will miss on.
Just opened a small position. Ready to buy more if it goes lower. I believe they will be filling in where NVDA can't. Long term bet.
honestly a better analogy would be a premium restaurant burger with all the fixins vs a perfectly serviceable burger. The premium burger is alerady quite mature and won't evolve at as fast a pace, whereas the serviceable burger is starting to add all the fixins and before long will be quite premium itself. it doesn't even have to BEAT nvidia. it just has to be a viable alternative, that's it.
it will all depend if amd's whole-package solution is functional and easy to use (i.e. not only hardware, but server infrastructure and software). software is a hugely risky area because cuda is way ahead of rocm, but that's not to say rocm couldn't become "good enough" this year for amd to win more business
Very fair! thank you.
@gregkrazanski I fully agree with your take. People always act as if AMD needs to beat NVDA to “win”. But they just need to establish themselves as the undisputed and reliable number 2 in the market. Plenty of pie to share between the both of them even if NVDA will remain the king without any doubt.
The main issue is the software indeed. Lisa Su needs to step it up in that regard. Anyway, upside risk way higher than downside risk so I have started buying and keeping for a few years to see where it goes.
@unrivaled nice channel, subscribed.
The problem with CUDA is that it isn't just software that runs the NVDA GPUs, it's a programming language with testing and complex libraries that have been built on top of it over the course of 10+ years. And libraries are used by many different organizations, not just by built and used by one organization.
CUDA has teams locked in because all this software that they have built is locked into the NVDA ecosystem. So it's not just a matter of moving over to AMD because they have cheaper GPUs, they will have have to train their engineers on the new software then build code around the new GPUs on software that has less libraries built on it making this code even more time consuming to develop.
It’s not on sale. It was expensive and now coming back to a more realistic valuation. It’s only on sale when it’s below its actual value
Yes i agree
But most people underestimate how well positioned amd is to capture massive growth in the next few years
Paying this little of premium for it right now is a no brainer
What?
Many tech stocks are trading way above their actual values, so when they go down to their actual value, it means that they are very much on sale. Take CRWD for example...
@@Toma-i8k your statement contradicts itself. How can an asset returning to its intrinsic value be ‘on sale’? Sale implies it’s trading below fair value, not returning to fair value in an overheated market as you suggested.
@@RoTelnCheese The stock market is filled with companies trading above their "actual values", so more often than not they are considered on sale when they go down. You are logically correct, but sometimes logic doesn't play a role in the stock market that's what I mean.
I would like to see you do a video on something more high quality, but slower growing like Mastercard just to see what you would think of such a stock.
Interesting to make a video of where you talk about quality of the product as the main reason there is a price difference but you didn't compare the products at all.
Why not do a comparison of the performance of each companies main chip products and see if the growth and margins is because of actual quality or perceived quality?
I agree that it is difficult for AMD to match NVDA in the server field, but the market cannot be allowed to be monopolized by NVDA. Customers will deliberately cause competitors to appear. And as the computing field becomes more subdivided, it is difficult for NVDA to cover all projects. AMD’s opportunities are not It’s relatively small, and the difficulty of catching up is the lowest compared to other competitors. Still optimistic about it. Finally, why can’t we buy both companies?
All I know... Someone is in love with the jacket man.
Buy buy buy see you at 200
After a reverse split… 🤡
They will launch soon the next Gpus architecture rdna4, and it is going to be a hit price/performance... this will be a good catalyst if benchmarks are good... however they still need to bring a gpu that can compete at the higher end to match Nvidia at least.. it will take time
Being from the 2000 bubble era, I'll never forget what we use to called AMD, Advanced Money Destroyer XD
You may have overlooked the key driver for their Data Center revenues - Server CPUs. This is a different revenue stream independent of GPUs?
Time magazine picked the AMD CEO as the CEO of the year. LOL-What do the idiots at Time Magazine know-answer -nothing-Only buy it when it hits 90.
Good video but i feel you are too negative towards amd
We don't compare you to the one who compares companies and it's a big mistake to do that.
Revenue same as 12 months ago, should be below $100
With some good catalysts. Let’s see 2025.
Your long term ratio assumptions do not match with AMDs historical pe ratios. look in the worst performance of AMD in 2021 and before pandemic, the ratios have been much higher than current, suggesting extreme bearishness with high upside potential
I would ask that you do not look at AMD in the current market and look to the future .Graphics isn't the be all end all. AMD processing may be a better architecture for another type of computing and be a leader in that new computing. Sure right now AMDs fundamentals lead us all to believe they are inferior in GPUs market... I ask what is the next big market and who will lead that market... something you probably don't know and nor do we. You cannot have a GPU operate without a CPU.
It’s not really a winner take all, even though that’s the sentiment. Lots of companies will diversify hardware as a redundancy protocol.
I keep thinking AMD is at a good price and in the future will slowly rise back up. I have been in their leverage stock which is currently around $7.
what camera are you using?
AMD has beaten NVDA before and can do it again. They have taken considerable feedback in 2024 and have already indicated that good things are coming this year :)
Great evaluation Daniel, I like your food analogies hahahah.
AMD does not need to be next Nvidia in order to double in the next few years. Nvidia growth is already stellar so it is hard not to think about slowing down cause as we know market is always forward looking. AMD on the other side can steadily strengthen its number 2 position in the space. Anyway it is very unpredictable industry with such a rapid changes that it is very tough to know how it is going to evolve. I started building slowly positiion in AMD as the price is going down and if it keeps going below 120 I plan to DCA into it but it will be smaller position because of so many uncertainties in that industry.
AMD has double the P/E of Nvidia and twice slower growth. Why would you even consider it over nvidia at this price?
@alexp8924 You need to look at the forward p/e .. it is cheap
FWD PE is around a 16 for AMD, PEG ratio is at a 1, P/S around a 7, slower growth than NVDA definitely but there’s room for more than one winner in the space and with negative sentiment can come good opportunity
@Watdamarin You get it!
For tech stock you need to look at the forward Pe lol
AMD has a lot of growth potential, cuz they also make money on CPUs unlike Nvidia.(or intel at this point xd) So they are about to take over the Server market, they are slowly taking all the market share in desktop CPUs and seem to be catching up in the AI market. They are an exceptional company with an exceptional CEO and will reach their growth projections most likely and probably are going to surpass them. Also keep in mind big company's like Microsoft dont want Nvidia to have an monopoly and charge whatever they want, which means it in their interest to keep AMDs AI investments going and even accelerate them.
When
But is harder to grow the bigger you get as a company. It is going to be harder for NVDA to keep up with it's growth.
the time nvda considers a dividend, it's over city.
Analysts simply follow momentum and their track record is horrible. It's a non-story, but I understand you've just used it as a hook for the actual analysis.
Nvidia has reached a stage where they effectively create their own markets. A recent example is their $700 million private equity funding to Nebius, a company poised to establish or expand data centers. The implicit purpose? To purchase Nvidia hardware, such as GPUs, for their infrastructure. This move underscores the immense scale and financial power Nvidia now wields, enabling them to channel demand strategically. This compounding commercial influence puts competitors like AMD at a significant disadvantage, as the playing field is no longer level. Nvidia's ability to leverage its resources to direct market demand and foster dependency on their ecosystem solidifies their dominance. Their strategy not only fuels their growth but also systematically weakens competition by shaping market dynamics to their favor. For AMD and other players, this creates an increasingly challenging environment to compete in both scale and influence. And for AMD to capture significant market share in the GPU market, they must develop GPUs that significantly outperform Nvidia's in terms of efficiency and performance or costs. Achieving parity with Nvidia won't suffice because Nvidia's immense commercial power and scale will always give them the upper hand.
Remember, intel had nearly 100% market in server cpu 5 years ago. They definitely had the same capabilities. What now?
@@lizhao69 Intel faced a significant technology lag, struggling with its transition from 14nm to 10nm and then to 7nm architectures, while AMD adopted these advanced nodes earlier, delivering a technologically superior product. If you believe AMD can replicate its success against Intel by surpassing NVIDIA purely on the technology front, there could indeed be a path for AMD to reclaim its position in this market. However, that's a high-stakes gamble, and personally, I wouldn't take that bet.
nvda is on the same path as intel. they lead a niche space and then falter as the rest of the competitors catch up. it's hard being the leader for too long. you often make bets in the wrong direction. meanwhile, the rest of the competing strugglers are learning from nvda's success and happen to make better future bets on where the industry is going.
atm amd selling their ai chip at great discount compare to nvidia yet they cant take share from nvidia. There is no sign that would change. The stock still expensive
If you had to choose between AMD and SOFI, which would you pick and why? I’m planning to make some additions.
Deciding between SOFI and AMD depends on your invstmnt goals and risk tolerance.
AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advce from a CFA would be a smart move at this point.
I called out SOFI repeatedly in 2024...
How do you put in your bull case a 21% CAGR over 5 years and only give it a 25 P/E ratio? Somebody please tell me of any stock like that and I will put everything I have into that stock.
for those who talk about amd pe is higher than nvidia, i treat them as pure noob, since they all have no idea why its pe is this high. hint: calculate the pe again using non gaap eps for the past four quarters
On one hand i see that products of AMD are very lagging vs peer Nvidia. So stay careful. On the other hand, if they bleed to 80-90 usd per share I think it would be interesting to get very very tiny bet on them
I gave up on the Motley Fool right around the time I found this channel
Why
@@nguyenphuongchang3925 for about two years I paid for their "Stock Advisor" service. Their stock picks were not so great. The one that made me leave was Lemonade. They really pushed how good Lemonade would be
Why? I use the fool so I'm genuinely curious
This is like an iPhone vs androids story
Nvidia is the king but AMD forecast growth rates are higher than Nvidia for the next couple of years
AMD was destroyed by a purposeful takedown.
Price action tells me AMD is cooked. No thanks
Best Hair in the investing game
I want the Red Robin Burger at McDonald's value menu prices!
Same with Tesla in April, fud fud fud buy buy buy
Cheaper?! We should look at fwd P/Es to determine cheap?
AMD is done for the year at least. Lost momentum. Shouldn't listen to all the bull shxx TH-camrs and analysts. I'm screwed
If it beats the expectations, why could it still go farther down?
Ill buy when it hits 90🎉🎉🎉
Is AMD, Lyft?
amd, nvda, mrvl, etc all have their own space to succeed in. chips are diversified.
lyft vs uber vs doordash vs grubhub vs walmart deliveries is a margin eating business space about to tank all these companies.
It is unlikely to go below 110 $ according to Zack. So, at this price, it is a small risk i think.
I think amd is going to crash just like Intel, which is trading down under 18
and why is that?
@ that’s just my feeling somehow, as it’s in downtrend over a year now. I even bought some at 133 thinking it was a dip, but it goes down every time.
Sell AMD so I buy it CHIP
Bought on friday at $116 😊
I invested a lot at 125, just hoping it can regain🙏
Cool video 🎉
Sometimes the # 2 player in an industry can do well. Look at Visa and Mastercard or Costco and Walmart.
All these TH-camr think AMD is cheap, that means AMD is expensive.
Cool mindset
Just like meta, PayPal, palantir, SoFi? I am curious what company did a lot TH-camrs think was cheap and it turned out to be expensive?
Yes thats why they are TH-camRS and not millionärs sitting on they yacht. Watched a bunch of youtubers who said AMD is a steal at 130€ now it crashed to 112€ and suddenly they all stfu 😂😂😂
@@clamflex5209we will see.. I like to believe 2 years from now that 130 would have been a bargain
@@clamflex5209 130 to 112 is hardly a crash. When I was buying Meta at 160 and still buying it 90 now that was a little worrying. But just do your own research and you should feel more confident. I get your argument you think AMD is over valued. That's fine, time will tell.
Sell AMD before it crashes.
Has already crashed mate
@@MiraMaj1Will even crash more mate
It’s down 50% since ATH in march. Buying opportunity. AMS went from 160 to 55 before running to 220 before
@@HeroDai2448 Why buying now? When it will even crash more?
😂I bought this when it was $12. I love this stock
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