$Advanced Micro Devices (AMD.US)$ So every quarter, there wi...
$Advanced Micro Devices(AMD.US$ So every quarter, there will be addtional revenue due to AI chip sales. This is a given. We are not even talking about other over performing surprises. China ban won’t reflect so soon. PE will naturally come down every quarter. So why exit early now?
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林北83 : agree with you. but others agree that Nvidia is a better buy. Amd deserves a better share price
digimonX : The China bans are 2 hit pieces published to tank AMD's stock price. AMD gets abt 15% of its revenue from China. The impact fr China govt ban is a fraction of that (govt buys less of AMD). The 2nd hit piece abt China telecom companies phasing out "foreign processors", a bro shared some stats last week that AMD's sales to these companies was abt 2.4% of total (purchased by the telecom companies), again very negligible. I was convinced this was a hit piece because Wall Street Journal singled out AMD & Intel as "foreign processors". If they have done their job properly, they would have mentioned companies like Broadcom, Qualcomm, Marvell, Samsung, Nokia, etc.
I have seen many hit pieces published against AMD in the past, some are recycled news that get repeated every now & then, some related to vulnerabilities of its products e.g. spectre & meltdown if u have been invested long enough, etc. There have always been short term hit to the price but over the long haul, price moves according to company's performance.
The current most worrying thing is the military conflict in the middle east. This causes downward pressure on stocks (except defense stocks) in the near term. Let's all hope it does not escalate further into World War 3. Nobody will benefit. If the situation stabilises, then stocks can resume their normal paths. Again, my advise is to take a longer term investment horizon. Nobody knows what will exactly happen next.
10baggerbamm : the question which is The X Factor how much reduction in revenue will they experience as the result of the shift from China eliminating the use of AMD chips ( obviously Intel but this discussion is relegated towards Amd) throughout the Telecom industry as strongly encouraged basically a mandate from Xi.
Bill AOP 10baggerbamm: There won’t be much. Proxy business will come into play eventually. Remember that just like any country, organisations in China can also outsource their IT infrastructure to other countries where there are no restrictions to use Intel or AMD. It’s naive to assume all organisations in China won’t outsource and risk it all domestically.