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Global AI chip giant $Advanced Micro Devices (AMD.US)$ hosted its Financial Analyst Day today, with management outlining robust growth expectations for the next three to five years.
AMD Datacenter Growth vs. Rivals in Focus
– $NVIDIA (NVDA.US)$ : The market projects Q3 Data Center revenue (incl. server GPU/CPU/networking) of $48.99 billion, up 59% YoY. The market projects its Q4 Data Center revenue at $55.8 billion, a 57% YoY increa...
AMD Datacenter Growth vs. Rivals in Focus
– $NVIDIA (NVDA.US)$ : The market projects Q3 Data Center revenue (incl. server GPU/CPU/networking) of $48.99 billion, up 59% YoY. The market projects its Q4 Data Center revenue at $55.8 billion, a 57% YoY increa...
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$Advanced Micro Devices (AMD.US)$ It is currently very popular to make promises without substance. How can the gap between its expected income and reality be bridged?
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🔥🎯If you could only “All in” one stock, which one would you choose for the next five years?
Assuming you could only hold one stock and lock it up for five years, here are the ten most representative choices👇
1️⃣ $AMD —— Gaining momentum in the AI chip race with robust technological innovation, but constrained by cyclical fluctuations.
2️⃣ $TSLA —— From electric vehicles to AI and robotics ecosystems, a true cross-industry platform company.
3️⃣ $PLTR —— Core infrastructure for data governance and AI agents, potentially becoming the 'enterprise-level operating system'.
4️⃣ $NVDA —— The leader in computing power and a core supplier of the AI revolution, but its valuation already reflects future expectations.
5️⃣ $MELI —— The e-commerce and payment giant of Latin America, replicating the combined logic of $AMZN+$PYPL.
6️⃣ $ALAB —— A potential dark horse in AI-biotech integration, with high risk but strong innovation.
7️⃣ $CRWD —— A pioneer in AI-driven cybersecurity, with a subscription model offering long-term compounding potential.
8️⃣ $SOFI —— Redefining the new generation of digital banking ecosystems with a high penetration rate among young users.
9️⃣ $HOOD —— Building a gateway for retail investors to access AI and private equity investments, a pioneer in the 'democratization of investing'.
🔟 $QQQ —— If you don’t want to pick specific stocks, it represents the entire technological wave through indexation.
If I were to choose based on personal conviction,
I would choose $PLTR —— because it is not just a...
Assuming you could only hold one stock and lock it up for five years, here are the ten most representative choices👇
1️⃣ $AMD —— Gaining momentum in the AI chip race with robust technological innovation, but constrained by cyclical fluctuations.
2️⃣ $TSLA —— From electric vehicles to AI and robotics ecosystems, a true cross-industry platform company.
3️⃣ $PLTR —— Core infrastructure for data governance and AI agents, potentially becoming the 'enterprise-level operating system'.
4️⃣ $NVDA —— The leader in computing power and a core supplier of the AI revolution, but its valuation already reflects future expectations.
5️⃣ $MELI —— The e-commerce and payment giant of Latin America, replicating the combined logic of $AMZN+$PYPL.
6️⃣ $ALAB —— A potential dark horse in AI-biotech integration, with high risk but strong innovation.
7️⃣ $CRWD —— A pioneer in AI-driven cybersecurity, with a subscription model offering long-term compounding potential.
8️⃣ $SOFI —— Redefining the new generation of digital banking ecosystems with a high penetration rate among young users.
9️⃣ $HOOD —— Building a gateway for retail investors to access AI and private equity investments, a pioneer in the 'democratization of investing'.
🔟 $QQQ —— If you don’t want to pick specific stocks, it represents the entire technological wave through indexation.
If I were to choose based on personal conviction,
I would choose $PLTR —— because it is not just a...
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Mr Lim
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Join the discussion and have chance to win up to 10,000 points![]()
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As earnings season heats up, what opportunities have you seized? We're here to introduce the Earnings Hub and Earnings Call Summary features to help mooers uncover more chances during this period
1.Earnings Hub
This earnings season, our Earnings Hub feature has been fully upgraded to help you discover opportunities more effectively. We invite mooers to check it out!
How to use in app?
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Mr Lim
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Global AI chip giant $Advanced Micro Devices (AMD.US)$ is set to host its Financial Analyst Day on November 11 (ET), with markets keenly focused on updates to its AI product roadmap and any announcements regarding new customer orders.
AMD Datacenter Growth vs. Rivals in Focus Ahead of Analyst Day
Ahead of the event, a comparison with key rivals underscores the market's need for long-term guidance:
– $NVIDIA (NVDA.US)$: Reported Q3 Data ...
AMD Datacenter Growth vs. Rivals in Focus Ahead of Analyst Day
Ahead of the event, a comparison with key rivals underscores the market's need for long-term guidance:
– $NVIDIA (NVDA.US)$: Reported Q3 Data ...
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$Advanced Micro Devices (AMD.US)$ 's quarterly numbers were fire 🔥, with record revenue and a bullish outlook on AI-driven chip sales. Yet, the stock dipped post-announcement. Why? Some say the market's jittery about overhyped AI valuations, while others fear competition from NVIDIA and Intel is heating up. But let's not forget: AMD's fundamentals look stronger than ever. 💪
Despite the post-earnings dip, analysts are still bullish. Mult...
Despite the post-earnings dip, analysts are still bullish. Mult...
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$IREN Ltd (IREN.US)$ $Rocket Lab (RKLB.US)$ $Ouster (OUST.US)$ It is still timely to increase positions before a full V-shaped recovery occurs.
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Key Takeaways:
• US Stock Indexes Rebound as Tech Sector Recovers
• Malaysian Stocks Dip Ahead of Central Bank Rate Decision
• Bank Negara Malaysia Expected to Hold Interest Rate Steady at 2.75%
• Stocks to watch: SDG, YTLPOWR, etc.
🇺🇸Wall Street Summary
$S&P 500 Index (.SPX.US)$ 6,796.29 (+0.37%)
$Dow Jones Industrial Average (.DJI.US)$ 47,311.00 (+0.48%)
$Nasdaq Composite Index (.IXIC.US)$ 23...
• US Stock Indexes Rebound as Tech Sector Recovers
• Malaysian Stocks Dip Ahead of Central Bank Rate Decision
• Bank Negara Malaysia Expected to Hold Interest Rate Steady at 2.75%
• Stocks to watch: SDG, YTLPOWR, etc.
🇺🇸Wall Street Summary
$S&P 500 Index (.SPX.US)$ 6,796.29 (+0.37%)
$Dow Jones Industrial Average (.DJI.US)$ 47,311.00 (+0.48%)
$Nasdaq Composite Index (.IXIC.US)$ 23...
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