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$AMD 1/5
IMO $AMD is a bargain under $100. It is heading towards $150. Here is my analysis.
1. High perf computing market size $79B/yr
Revenue of $AMD is only $7.5B/yr including notebooks, desktops, semi custom. Huge upside potential
$NVDA $INTC
IMO $AMD is a bargain under $100. It is heading towards $150. Here is my analysis.
1. High perf computing market size $79B/yr
Revenue of $AMD is only $7.5B/yr including notebooks, desktops, semi custom. Huge upside potential
$NVDA $INTC
$AMD 2/5
2. Growth of AMD is accelerating:
2020 Q2 Y-o-Y = 26%
Q3 Y-o-Y = 42%(Guidance)
3. 2020 yearly revenue growth guidance of AMD is raised from 25% to 32%. 2021 should be higher.
$NVDA $INTC
2. Growth of AMD is accelerating:
2020 Q2 Y-o-Y = 26%
Q3 Y-o-Y = 42%(Guidance)
3. 2020 yearly revenue growth guidance of AMD is raised from 25% to 32%. 2021 should be higher.
$NVDA $INTC
$AMD 3/5
4. Both Play station & Xbox use AMD and are releasing in Q4 2020. Huge revenue boost.
5. Revenue will cross $10B in next 4 qtrs.
6. Perception of $AMD is changing from cheaper alternative to $INTC to cutting edge high end. Tables have turned.
4. Both Play station & Xbox use AMD and are releasing in Q4 2020. Huge revenue boost.
5. Revenue will cross $10B in next 4 qtrs.
6. Perception of $AMD is changing from cheaper alternative to $INTC to cutting edge high end. Tables have turned.
$AMD 4/5
7. Y-o-Y Revenue growth, from current qtr to next qtr, is accelerating for $AMD( 26% -> 42%) while it is slowing for $NVDA(27% -> 23%) ( Excluding Mellanox non-organic revenue).
Yet $NVDA has PS ratio of 23 while $AMD has 12
$NVDA $INTC
7. Y-o-Y Revenue growth, from current qtr to next qtr, is accelerating for $AMD( 26% -> 42%) while it is slowing for $NVDA(27% -> 23%) ( Excluding Mellanox non-organic revenue).
Yet $NVDA has PS ratio of 23 while $AMD has 12
$NVDA $INTC
$AMD 5/5
8. Next Qtr, $AMD is growing twice as fast as $NVDA yet has half the PS ratio of $NVDA
Expecting margin expansion and huge earnings acceleration in coming quarters for $AMD
All we need it patience.
$NVDA $INTC
8. Next Qtr, $AMD is growing twice as fast as $NVDA yet has half the PS ratio of $NVDA
Expecting margin expansion and huge earnings acceleration in coming quarters for $AMD
All we need it patience.
$NVDA $INTC
