AMD's is 'not the pure play player that NVIDIA is', analyst says

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Yahoo Finance

Yahoo Finance

Күн бұрын

Advanced Micro Devices (AMD) is out with its third quarter earnings results. The company posted a revenue beat of $6.8 billion, coming in above the estimated $6.71 billion. Meanwhile, adjusted earnings of $0.92 per share were in line with expectations.
Matt Stucky, Northwestern Mutual Wealth Management chief portfolio manager of equities, joins Asking for a Trend to dig into the earnings report and what lies ahead for the chipmaker.
"I think it was really an in-line print and kind of looking at maybe some softness on the guidance for the fourth quarter. You know, they guided $7.5 billion or so worth of revenue, but the composition of that is really going to matter," Stucky tells Yahoo Finance, commenting on the chipmaker's fourth quarter guidance that didn't exactly wow Wall Street investors.
As the AI race heats up, Stucky notes that AMD has made a couple of acquisitions to "enhance the software ecosystem around their AI accelerator business." This will allow the chipmaker to compete with giants like Nvidia (NVDA):
"Nvidia is expected to generate roughly $165 billion or so worth of data center revenues in calendar year 2025. And expectations for AMD are around $10 billion or so as you look forward to next year. And so it's a huge market and there's a huge opportunity for AMD to penetrate that if they execute."
Nvidia is currently scheduled to report its earnings on Wednesday, November 20.
Watch the video above to hear what Stucky says about AMD's valuation.
#youtube #news #stockmarket
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Пікірлер: 48
@AmithKaury
@AmithKaury Күн бұрын
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 and first half of this year with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
@donovantobs
@donovantobs Күн бұрын
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder ...
@rachelonigirl
@rachelonigirl Күн бұрын
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
@Monicamonasky-
@Monicamonasky- Күн бұрын
Please will you be kind enough to share the details of the man that helped you?
@rachelonigirl
@rachelonigirl Күн бұрын
*''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
@Monicamonasky-
@Monicamonasky- Күн бұрын
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
@Rnjeazy
@Rnjeazy Күн бұрын
Stop bringing in analysts who compare AMD with NVIDIA! AMD is doing its own thing. Let them cook
@AdamPeterson-dm8wg
@AdamPeterson-dm8wg Күн бұрын
It’s fascinating how quickly stock prices can respond to news, isn’t it? Just a single headline can send a stock soaring or tumbling in minutes.
@SarahGonzales-sk6tn
@SarahGonzales-sk6tn Күн бұрын
The stock exchange is really like a barometer for the economy. When the market is thriving, it’s often a reflection of investor optimism, but when it falls, it can be a signal of broader concerns.
@SergioRomano-nj8eb
@SergioRomano-nj8eb Күн бұрын
I’ve noticed that tech stocks are dominating lately. It’s incredible how much influence companies like Apple, Microsoft, and Google have on the overall market indices
@RK-um9tu
@RK-um9tu Күн бұрын
Only Apple and Telsa are allowed to meet or barely beat expectations...
@mr2d2
@mr2d2 Күн бұрын
It's getting annoying hearing analysts calling Nvidia Navidia...
@NathanAtkinson590
@NathanAtkinson590 Күн бұрын
Advance money destroyer doing its thing.
@milandean
@milandean Күн бұрын
Found the short term options trader
@brentc.6690
@brentc.6690 Күн бұрын
Were your 0DTE call options wiped out?
@TomEdwardi
@TomEdwardi Күн бұрын
!I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $2m+ before retirement.
@YevaSonia
@YevaSonia Күн бұрын
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
@JoseLopez-lf9rw
@JoseLopez-lf9rw Күн бұрын
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.
@YevaSonia
@YevaSonia Күн бұрын
I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
@JoseLopez-lf9rw
@JoseLopez-lf9rw Күн бұрын
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.
@TomEdwardi
@TomEdwardi Күн бұрын
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking?
@billycar
@billycar Күн бұрын
He says Nah-vidia. Scary.
@whynot01
@whynot01 Күн бұрын
as soon as he said nuhvidia i closed the video
@JakeWheeler3
@JakeWheeler3 Күн бұрын
Agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
@AnnaSimon05
@AnnaSimon05 23 сағат бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
@PaulDavid13
@PaulDavid13 23 сағат бұрын
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@DavisShowman
@DavisShowman 23 сағат бұрын
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
@PaulDavid13
@PaulDavid13 23 сағат бұрын
Her name is MARY TERESE SINGH. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@DavisShowman
@DavisShowman 23 сағат бұрын
I appreciate this share. I set up a call with her and I am keen on getting to talk to her particularly. Lady looks really great though even with the exams and other stuff
@vistacollege7459
@vistacollege7459 Күн бұрын
What's nuhvidia?
@papi3071
@papi3071 Күн бұрын
Traders gonna trade trade trade trade trade; investors gonna invest invest invest invest invest
@RyanRager44
@RyanRager44 Күн бұрын
0 to 7 billion in one year...ah they are doing pretty good
@AccC-c6d
@AccC-c6d Күн бұрын
5B revenue for a product within a year is bad?! AMD struggling with supply and win market share but 8% drop is an overreaction.
@R4K1B-
@R4K1B- Күн бұрын
@@AccC-c6d problem is Nvidia does more in one month.
@Superflow66
@Superflow66 Күн бұрын
They guided light -so possibly it will have some strength going into next earnings having lower expectations and possible surprise.
@otherZinc
@otherZinc Күн бұрын
These "Analysts" have no idea what they're taking about!
@JacobFrey
@JacobFrey Күн бұрын
Traders gonna trade. That's all it is. It's just people.
@Friedrich-j3i
@Friedrich-j3i Күн бұрын
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
@BaozhaiDongmei
@BaozhaiDongmei Күн бұрын
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
@Magdalena-u7l
@Magdalena-u7l Күн бұрын
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
@JunlaiAiguo3c
@JunlaiAiguo3c Күн бұрын
Could you possibly recommend a CFA you've consulted with?
@Magdalena-u7l
@Magdalena-u7l Күн бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.. .
@JunlaiAiguo3c
@JunlaiAiguo3c Күн бұрын
Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
@user-cv2as4jo9l
@user-cv2as4jo9l Күн бұрын
AMD suck
@notbaltic280
@notbaltic280 16 сағат бұрын
what a daft comment
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