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AMD Should Be Valued As A Software-First Chip Company | seekingalpha.com • |
AMD Should Be Valued As A Software-First Chip Company (NASDAQ:AMD) | news.google.com • |
Analyst Downgrades Intel (INTC) On Competition from AMD, Valuation | news.google.com • |
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What's Going On With AI Related Stocks Nvidia, AMD, Broadcom And Super Micro On Thursday? | news.google.com • |
What's Going On With AI Related Stocks Nvidia, AMD, Broadcom And Super Micro On Thursday? | news.google.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-10-29 | 2024-09 | 0.91 | N/A | N/A | N/A |
2024-07-30 | 2024-06 | 0.67 | 0.69 | 0.02 | 2.99% |
2024-04-30 | 2024-03 | 0.6 | 0.62 | 0.02 | 3.33% |
2024-01-30 | 2023-12 | 0.77 | 0.77 | N/A | N/A |
2023-10-31 | 2023-09 | 0.68 | 0.7 | 0.02 | 2.94% |
2023-08-01 | 2023-06 | 0.57 | 0.58 | 0.01 | 1.75% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2024-01-28 | Susquehanna | Upgrade | Positive | Positive |
2024-01-28 | B of A Securities | Upgrade | Buy | Buy |
2024-01-28 | Morgan Stanley | Upgrade | Overweight | Overweight |
2024-01-28 | Cantor Fitzgerald | Upgrade | Overweight | Overweight |
2024-01-24 | UBS | Upgrade | Buy | Buy |
2024-01-23 | New Street Research | Upgrade | Neutral | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-08-08 | GUIDO PHILIP | Officer | 28.88K | Conversion of Exercise of derivative security |
2024-09-12 | HAHN AVA M | General Counsel | 3.05K | Conversion of Exercise of derivative security |
2024-08-08 | HU JEAN X | Chief Financial Officer | 41.51K | Conversion of Exercise of derivative security |
2024-08-14 | HUYNH JACK M | Officer | 428.33K | Conversion of Exercise of derivative security |
2024-08-14 | NORROD FORREST EUGENE | Officer | 293.35K | Conversion of Exercise of derivative security |
2024-08-14 | PAPERMASTER MARK D | Chief Technology Officer | 1.72M | Conversion of Exercise of derivative security |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | Vanguard Group Inc | 140.05M | 14.40B | 8.75% |
2023-09-29 | Blackrock Inc. | 121.64M | 12.51B | 7.60% |
2023-09-29 | State Street Corporation | 64.16M | 6.60B | 4.01% |
2023-09-29 | FMR, LLC | 41.08M | 4.22B | 2.57% |
2023-09-29 | JP Morgan Chase & Company | 35.81M | 3.68B | 2.24% |
2023-09-29 | Geode Capital Management, LLC | 31.10M | 3.20B | 1.94% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | Vanguard Total Stock Market Index Fund | 50.30M | 5.17B | 3.14% |
2023-09-29 | Vanguard 500 Index Fund | 38.82M | 3.99B | 2.43% |
2023-11-29 | Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | 28.08M | 3.40B | 1.76% |
2023-11-29 | Fidelity 500 Index Fund | 18.83M | 2.28B | 1.18% |
2023-11-29 | SPDR S&P 500 ETF Trust | 18.32M | 2.22B | 1.15% |
2023-11-29 | iShares Core S&P 500 ETF | 15.92M | 1.93B | 1.00% |
Dividend | Date |
---|---|
0.01 | 1995-04-28 |
0.01 | 1995-04-27 |
Split | Date |
---|---|
2 : 1 | 2000-08-22 |
2 : 1 | 1983-08-23 |
3 : 2 | 1982-10-28 |
2 : 1 | 1980-10-24 |
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$AMD Dr Su β insatiable demand for our chips for years to comeβ.
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151.30 give me
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$AMD $AMD
Lisa Su at the Goldman Sach Tech ConferenceLiterally but seriously - the crazy part is, I think it will work
οΈ Microsoft Meta and Oracle have all adopted the Mi300x chip
οΈThey continue to build and innovate the Rockham software stack to compete against Nvidiaβs CUDA, while theyβre chips have been relatively similar in terms of performance
οΈThis will increase the speed to market for their customers once they purchase and to further accelerate the GPUβs
οΈAMD GPUs actually have larger memory bandwidth and memory capacity, which is good for LLMβs
οΈ Silo.AI acquisition was all about having a team to migrate to the AMD ecosystem as fast as possible
οΈ The ZT acquisition will help them design racks faster to house the GPUβs and run on so they can continue to come to market faster with new innovations
οΈ Power usage is essentially the same for Nvidia and AMD chips, which is Jensen's big pitch
Not to mention AMD chips are much cheaper, Nvidia will just have to keep out innovating AMD. If Nvidia stumbles at all it will mean more market share for AMD. AMD can also get market share purely from price alone. An Nvidia chip is $30k, an AMD chip is $15k.
#StocksToWatch
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Pending explosion? On whoβs chart $AMD
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$AMD looks like a cup and handle pattern to me! If this breaks above $152.00 it should go straight up for a while
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$AMD Is anyone else starting to see a cup and handle pattern forming here?
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i want it to go to 25times PE
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$AMD MMβs keeping it here. Undervalued!!
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from the way it is going up at the last min, someone wanted to buy chip this afternoon so they dropped the price
If u sold, Iβm sorry
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If u did not buy the low, this is your chance, add !
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U sold today, u stupid
Iβm just gonnna let it run to all time high
π«Άπ«Άπ«Άπ«Ά
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No one know how quick we hit all time high again, but it will in a very short period of time
Patient π«΅π«΅π«΅π«΅π«΅π«΅
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AMD Should Be Valued As A Software-First Chip Company
seekingalpha.com • -
AMD Should Be Valued As A Software-First Chip Company (NASDAQ:AMD)
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AMD CEO Lisa Su goes one-on-one with Jim Cramer
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