Forget AI, This Is (Still) the Best Reason to Own AMD Stock

AMD's Q1 2024 earnings reveal its push into AI. Can it catch up to Nvidia? Chip Stock Investor hosts Nick and Kasey break down the latest results and explain AMD's future in the AI market - and why AI is a big distraction for AMD shareholders. Subscribe for more semiconductor stock analysis!
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Chapters
00:00 AMD's Stock Performance and Market Analysis
01:32 Diving Deeper into AMD's Financials and Market Position
05:44 AMD vs. Intel: Market Share Battle
07:26 The AI Hype and AMD's Real Investment Value
09:19 AMD's Financial Health and Future Outlook
11:13 Valuation and Final Thoughts on AMD Stock
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Nick and Kasey own shares of AMD

[@MichaelFrakes32]

Acquiring a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $160K for some time now, but my major challenge is not knowing the best entry and exit strategies. I would greatly appreciate any suggestions.

[@DonnaRiedel]

Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession are only possible under the supervision of a professional or trusted advisor.

[@DuaneBilliot]

@@DonnaRiedel True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit a 90% rise from early last year. My CFP and I are working on a 7 figure ballpark goal, though this could take till Q3 2024.

[@JamesThorpe-jo3ny]

@@DuaneBilliot I’ve been down a ton, I’m only holding on so I can recoup, I need help, who is this investment adviser that guides you?

[@DuaneBilliot]

@@JamesThorpe-jo3ny The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Victoria Carmen Santaella‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

[@JamesThorpe-jo3ny]

@@DuaneBilliot Thank you for the lead. I searched for her, and I sent her an email. I hope she gets back to me soon.

[@blklubbm-l6727]

thanks for sharing this interesting video👍🏿

[@user-xg2co9fh2j]

Thank you for your insight /info and shared knowledge on the chips!!!

[@jr0812]

THANK YOU, CSI TEAM 😊❤️

[@goldreserve]

Thanks. Great channel, some key insights.

[@user-sm9ms6yw9p]

Thanks you!💯

[@willlenk862]

Thanks for the well-thought out video. You seem to imply that embedded and gaming segments will not rebound to historical revenues, and AMD's expansion into AI will only cancel out those losses -- which was true for this earnings call but I don't understand the thesis as to why that will remain true long-term. I'm not sure if that's what you meant to imply, but if so, why do you think these legacy segments are not just cyclical downturns? Do you not see cyclical trends in legacy semi spaces that could align with continually growing AI demand for a perfect storm of revenue growth in every segment sometime in the next 1-2 years?

[@chipstockinvestor]

Hi there, for sure these other segments are in a cyclical downturn. But there is widespread belief that AMD AI will be some kind of "next Nvidia" and quickly offset the lagging segments. Instead, we weren't implying anything other than investors need to focus on AMD driving profitable returns.

[@Ronnieleec]

Thanks

[@carmellejean-paul4334]

Very informative!

[@zaddy1809]

is 160 a good rate per share? or should I wait for it to go down

[@catherinedavid2722]

Thank you

[@garyshi]

Well, before AI, you could also say NVDA's business is diversified: they have a lot of gaming, crypto, and automotive. It's just that with AI, their data center business exploded. Yet AMD's AI did not manage to do as much.

[@UziGameGP]

Gaming and crypto is one and the same, it's the same gaming GPU producta for both segment. AMD has both CPU and GPU for gaming. Both AMD and NVDA are equally diversified, NVDA simply has the better AI product.

[@MatthewMS.]

@@UziGameGPcorrect

[@user-xg2co9fh2j]

Thanks!

[@chipstockinvestor]

Thank YOU!

[@paulmtor7324]

I mean really…. AMD is not an AI play…yet

[@daddo1600]

I think they still arent showing the full MI300 forecast for 2024... Should be 6-8bn

[@UziGameGP]

It ain't no nvda

[@KenjiEspresso]

@@UziGameGPlet’s see how this ages 😉

[@TheRightBet]

Deadly wrong on AMD. AMD’s Versal Prime FPGA AI Soc is a killer product..

[@chipstockinvestor]

Never said it was. We were Xilinx shareholders too before the merger. The point wasn't to dog on AMD , but to refocus everyone on the expanding profit margin story.

[@iftak01]

Thanks for insight, Im still buying the dip incase I miss the fomo :)

[@Renzo12317]

What do you think is the max price to pay for amd

[@albertinsinger7443]

AMD will make 500 million this year and Nvidia 100 billion. Nvidia has taken 90% of the market. It’s basically winner takes all at this point. But once everyone has the Blackwell from Nvidia in 18 months there will be a slow down.

[@chipstockinvestor]

Probably an accurate timeline. Second half 2025 could start to get rocky.

[@Larsonaut]

@@chipstockinvestor wouldn’t there be e next gen set or an upgraded chip from Nvidia with high demand? Or do you just think that a lot of demand would be fulfilled at that point and no need for an hardware upgrade with more capabilities?

[@andreinedelcu5330]

Not a great sign that embedded and gaming earning went down that bad ( Altera also went down -11%, but not as much as Xilinx). Without the AI hype and the datacenter growth it should be back to the 70s.

[@KenjiEspresso]

Sleeping on #2 and not owning #1 or #2. Big mistake.

[@brettk9316]

If this stock goes back down to $72 I'm all in! 😁

[@normansteinmetz643]

I would follow!

[@KenjiEspresso]

Hard Drugs should be avoided 😂

[@fred-ts9pb]

Intel pumps Gaudi3, AMD pumps MI300 while Nvidia delivers. Nvidia has it all. Best CEO, best AI product, Great shareholder value and great earnings and revenue. AMD has none of this. You have convinced me that I have made a mistake not selling my amd on every pump because all amd is is a pump and dump trading stock.

[@user-pl4tf5wn7l]

Can intc turn around? Has potential

[@chipstockinvestor]

Did you see our Intel video a few weeks ago?

[@heldbymynutsacsplight2663]

​@@chipstockinvestoranswering a question with a question.... Brilliant.

[@wilmarkjohnatty4924]

While the justification for AMD has always been tapping into INTC's market share, AMD's proliferation in AI is limited to production and other Supply Chain issues (packaging etc) that limits supply. INTC and AMD is fighting for a very important strategic second place in AI GPU. I wont discount AI's importance for AMD. Small gains in market share will have a big impact on AMD's bottom line and they cant afford to lose out early to secure the 2nd place spot. Intel will continue to fail even with the new venture unless they are willing to completely spin off the FAB business so Chip designers can trust them. INTC has a long history of unethical culture when it comes to competition and no one will trust their manufacturing causing them to continue loss in focus and strategy further giving AMD and advantage.

[@briantep458]

the pain and suffering of being a semiconductor investor

[@chipstockinvestor]

The pain and suffering of being an investor!

[@eemarko]

​@@chipstockinvestor Haven't chuckled like that on some comment response in a while. So true it kind of hurts 😂

[@123eragoggle]

Pain and suffering? All of my semiconductor stocks are up

[@KenjiEspresso]

You should have made 5 grand easily from last year by now if you invested 10k. SMH, SOXX up 50+% and this year 25% easy money.💰

[@alexng4]

I disagree that the issue with AMD is diversifcation. It's that none of their products are considered best of breed.

[@robertwilliam9558]

AMD is crashing NVDA.

[@Gru39]

Intel is dumpster fire 🚒