Is AMD Stock Finally A Buy For 2025?

[@shannonoliver7992]

Consistently, the best analysis on YT and beyond, all substance and no hype. Democratizing serious investing for the little guys; meanwhile, the big guys are peeking behind the curtains. Please keep at it, we need you!! Love ya'll to pieces!

[@crohmer]

huh

[@brianhovseth5598]

AMD is gaining Market share from Intel in both server CPU’s and desktop/laptop CPU’s. I believe revenue will keep increasing over the next 3 years. This alone makes AMD a buy, if they gain market share in AI then the stock can go up even more. AMD is a buy and all those that did not buy it because they watched this video will be kicking themselves in a year. AMD has the best CPU’s now and profits over 2025 will improve.

[@armandoweckmann5699]

I bought 4 AMD today! Total 11 shares... my overall investment average dropped to $148 per share... i am still under water but buy them at a discount, and average per stock improves. I also happily own 265 NVDA shares 🎉🎉 bought 10 TEM & 33 SOUN.. 😊.. AI stock long-term holder here!!

[@johnbutner2570]

Good luck to you my friend. I have $1k in AMD (that makes about .9% of my portfolio). That suits me fine. Bowtie thinks good things ahead for them. Watch Bowtie Nation video from 3 days ago if you want to feel more enthusiastic. 67%-Buy 33%-Hold from the people I listen to.

[@Dani-sd7th]

I’m all in NVDA AMD TESLA 👌🏼

[@lowwcas]

congratulations you can buy more now

[@armandoweckmann5699]

@lowwcas yep already picked up 15 more shares at $118

[@changtraidaudinh]

While respecting your perspective, I disagree. You forgot to mention about the acquisitions AMD did during the last few years, which affected their EPS. If you consider this, you will see the actual growth of AMD, which is way much higher than your numbers. Also, I disagree witth your opinion that AMD must be greater than NViDIA to win this market. In fact, this is a huge market and each company should have its share. AMD, to me, is more potential than NViDIA at this stage

[@OnChainGaming]

I recently added a few thousand shares of AMD to my portfolio on the thesis that AI inference compute will become a larger focus in infustructure spend. AMD is extremely competitive with NVIDEA in inferencing, even though they lost the training fight. Thoughts on this specifically?

[@hurricanejoe3267]

oh , MY GOD! It's fantastic!!!

[@johnt697]

Why did you stop at a couple of thousands shares... Go for more than that, AMD is going to be winner... really.

[@zhara2585]

AMD is my my second biggest stake. NVDA being the first. I'm rooting for both.

[@johnt697]

both of you have extremely soothing voices... you guys put me in extreme relaxation when I am listening to you.

[@Zizook]

AMD is poised to become a strong stock in the near future, driven by an impending upgrade cycle as computers purchased 5-7 years ago begin to show their age. This trend is hitting home because literally every computer in my house is crawling to a halt😭

[@Trust_but_Verify]

AMD is still not a household name. Customers still buy Intel based machines. For them the small performance difference doesn't matter. Best bang for the buck desktops are typically from Dell/HPQ when they are on sale, and they typically have Intel CPUs. Gamers and enthusiasts would get AMD CPU and build from scratch because it's currently running the best. I think AMD still doesn't have the mass production capability through TSMC. They'd have to slowly chip away at Intel's market share.

[@GeorgeO-84]

Isn’t that the same every year? Why is 2025 any different?

[@jacobhemb3146]

@@Trust_but_Verify I heard that some companies are actually switching to AMD products. I could be wrong but I swear I remember seeing that. AMD is doing great in the gaming community and its only a matter of time before other companies see AMD's potential and make the switch. Intel's newest cpu compared to AMD is terrible.

[@Zizook]

@@GeorgeO-84 Nope, I definitely don’t upgrade my PC every year. Also, windows is not friendly on older PCs after 2 OS updates, windows 11 is unfortunately that update 😔

[@GeorgeO-84]

@Zizook I meant why do you think everyone will update this year? Why not last year? Why not next year? 😅

[@hafeld8348]

Best analysis on KZbin!

[@kaosperez213]

Another awesome video🎉🎉

[@aloknakate1]

Still rooting for AMD. Hope it goes up

[@samghanma5994]

Great level-headed and well presented analysis, thank you!

[@shredman59]

Love your content. Keep it up. Sentiment just isn't there for investors paying above fair value like they do with other tech stocks. Not sure why but until that changes, I think my money is invested better somewhere else.

[@Cstoreri]

Facts

[@Spungie64]

Love your presentations, reasoned analysis without the hype. I’m really grateful that you help tame my animal spirits in stock selection. Great to see your channel growing so quickly, it’s very well deserved. Thank you

[@sagig72]

Hi guys. As always, thorough and great analysis. I do have a question, I'll much appreciate your reply if possible: It sounds as if your real concern for the stock price are the financial results to back up the expectations (as you said towards end of video), not the technology or its viability. In other words: my take from you is: AMD CAN compete with NVDA and with Intel and CAN grow and be an even better player in the market (including AI). However you aren't sure this may materialize enough financially. Would you agree with what I just said? Is that how you look at this? Thank you!

[@sagig72]

The reason I framed my question this way is because personally I believe in Lisa Su that as long as she has the tools (technology) to compete, she'll find the way to structure the finances to reward investors in a right way. So, I would be bullish. But that's just me. My question is intended to understand where is the heart of your question with this company: is it with its technology not being good enough OR with its structure and operational optimization? by the way, I do own AMD, and like said I'm bullish on the stock. Thanks again, Will much appreciate your reply if possible.

[@wenconglim4187]

A DCF with a growth rate of 75% for two years, followed by terminal growth rate of 7.5% doesn't make sense even for bear case. Enjoy the commentary about the industry from this channel, they have some deep insights but financial analysis wise ...

[@chipstockinvestor]

It wasn't a DCF, it was a reverse DCF. Big difference. Thank you for watching though.

[@aymanraouf1820]

Can you explain what you mean by reverse dcf​@@chipstockinvestor

[@loganlasvegas]

I hate the message, but I appreciate the messenger! Rooting for AMD.

[@chipstockinvestor]

Same here, we're not rooting against them by any means!

[@david492000]

thank you. Can you do Intel

[@canadianmasraya332]

Thank you for another great video!!

[@MoheenMahmood]

The AI Inference market is bigger than AI Training. Remember this. AMD is focusing on AI Inference. Very Bullish lets go!!!! 🎉🎉🎉

[@jiangli6533]

This is true. Nvidia is trying to catch up but will need some time. They are using different architectures in their GPUs, which make the inference difference.

[@Mxyzptlk30]

@@jiangli6533 Nvidia doesn't need to catch up as we already know that their GPUs are already being used for inferencing today.

[@Charadan]

Agreed! Thanks!

[@brandondias1555]

Love the content! Can you please do a video on Oracle

[@davidfrolik1298]

What do you think is the risk to AMD in terms of tariffs and trade war? I own some shares an am generally very positive about its future, but I do worry about the effects of the potentially prolonged effects of a trade war.

[@GeneralMerchandiser-r7v]

AMD looks like it's going to impulsively breakout anytime soon. Grossly oversold.

[@rkenseth]

I think if you don't not have a position in NVDA , buy that instead on AMD. If you do own NVDA sharesa and want another semi stock, AVGO would be my go to instead of AMD.

[@tarikviaer-mcclymont5762]

IGPT eft

[@tarikviaer-mcclymont5762]

CHAT etf

[@talu1999]

Hey guys, what about inference?

[@manellima2347]

🎉🎉🎉

[@BoscosFinds]

I picked up an AMD leap today

[@maximopadilla5361]

Holding AMD at 120$ good luck for everyone

[@diphunter85]

You guys rock. Best analysis on the whole social media.

[@nowayoutalive8732]

I agree. AMD is not an exciting buy at current prices.

[@Twyscape]

NVDA is king 👑. Why would anybody consider buying the 2nd best?

[@kokeallen3192]

Honestly it’s matter of opinion like Pepsi vs coke some might say AVGO is king or AMD is king stock price doesn’t determine who’s king it’s all personal preference. I personally think AMD has far more growth from where we are in the market now vs NVDA in terms of $ growth doesn’t mean either is better I personally think I’ll make far more off AMD than I would with NVDA right now so as I said it comes down to personal preference that is why hopefully you understand now

[@freddyfudpucker6301]

​@kokeallen3192 numbers and performance are not subjective. They are objective and show that NVDA is superior.

[@Noviath-kw7dg]

@@kokeallen3192 $nvda is up 1000% in 2 years, of course you won't make money in it now. Well even if you do, it'll be far less than what you could've. Also keep in mind, just because amd is down 50% does not mean it's cheap. It still needs a good earnings release in 2 weeks, probably more than just good tbh

[@doctorcereza]

Fwd PE of 28, nearly the same as NVDA, for a complete dogstock! Another great video.

[@rasmusjensen8844]

Any thoughts on upcoming earnings for Silicon Motion?

[@sam_investor]

Can you explain why you used GAAP and not non-GAAP P/E in your valuation? AMD has been historically valued using non-gaap p/e right?

[@chipstockinvestor]

We did use non GAAP. Free cash flow is a non GAAP metric.

[@franklinsantana3553]

AMD should be around 40 dollas per share that is my opinion and then from there sky rocket 🚀

[@FirstBatalion]

do you think the demand for the 9800x3d will have bumped up gaming this quarter? the release of the 9000 series was a let down so I imagine that's why gaming was down however the 9800x3d has been selling like crazy

[@erickassor6649]

Dylan Patel did a pretty devastating in depth evaluation of AMD vs Nvidia. He was actually rooting for AMD, but they are a mess in the AI. One example: A whole team of AMD engineers were on hand to help debug a litany of problems. Nvidia provided one engineer that Patel said he didn't even need because Nvidia's GPUs were bug free. Another example: AMD uses forked libraries that really aren't compatible with their software. I'm staying away from AMD until there's evidence the PC refresh cycle is a thing.

[@electronik808]

what about embedded earnings?

[@livangooday]

You guys do the dfc but dont show the numbers. You guys didnt reason about inference and meta partenership.

[@chipstockinvestor]

It was a reverse DCF, not a DCF, and yes we showed the numbers.

[@livangooday]

Raise your hand if anybody understands reverse dcf and 4 lines of numbers ? Kinda lazy numbers.

[@dakalabanka9214]

I think you are being generous…need a bigger margin of safety

[@tarikviaer-mcclymont5762]

He should collaborate with Jeff Hamilton to create a special Nvidia leather that includes the companies achievement s

[@richardgordon]

Kudos for a really great analysis. No bullshit just the facts 😊

[@Akawa93]

Great combo🫶

[@geordiehawkins7372]

Thanks for the update! Looking to DCA below $100

[@Jack3D359]

Thoughts on $FN?

[@Carol-cb9yu]

AMD still not worth the stock price? Oh well, the whole market is too high.....yeah! Good to hear they have business in the works.

[@JuicyJohnnyD]

Advanced Money Destroyer! However they are eviscerating Intel.

[@Dingo_m8]

54 shares of amd average price 135 used to be 158😅😅

[@Mrdachs88]

How do you ignore data center when that's the whole story

[@chipstockinvestor]

Because data center was a different video, and it's not the whole story

[@CaliTraildude]

With a cost basis $55(due to Zilinx1.7:1) merger. 😊

[@amandapham1151]

agreed!

[@whatsup24_7]

AMD is good for desktop and laptop consumer computers but definitely not big in AI like Nvidia is.

[@austinehasz3907]

Where is everyone buying AMD? Waiting for pullback ? Or loading now

[@Noviath-kw7dg]

waiting for a pullback? It's been pulling back for the past 300 days lmao down ~50%

[@SuperSavageSpirit]

Slight correction about the Xbox, its called the series X like the letter x not 10 (yes, horrible name)

[@chipstockinvestor]

You're absolutely right! I (Kasey) am not a Xbox user, and got it wrong! Thanks for the correction.

[@spoodermanftw5209]

why don't you talk about the meta partnership that they said on the CES note? they are going to make billions from that alone

[@HARSHADPRABHUDESAI]

What will happen if AMD take over Intel?

[@da1680]

Historically, is February a bad month for the stock market?

[@Don380s]

Amd cpu are far better than intel. Especially when it comes to handheld gaming pcs

[@ASKYHuang]

I thought better AMD VS NVDA ~

[@epursimuove1633]

At 80 maybe

[@johnt697]

How many gators died to make that jacket?

[@chipstockinvestor]

lol apparently it was lizard embossed leather! So only cows died... 😔

[@northwesterncanopydevelopment]

makers forced to sell over 125

[@daddo1600]

Parker says 150

[@paldri]

Lisa Su and Jensen Huang are cousins. Basically no chance of AMD failing long term🤣

[@whatsup24_7]

Family Feud

[@muratshogenov9563]

Yes or no?

[@hennshue2424]

Don’t think you guys really understand AMD. Let’s see.

[@chipstockinvestor]

We owned both AMD and Xilinx long before the merger was even a thought. We know more than most.

[@mshparber]

I think Lisa has to go. She has done an awesome job saving the company, but now AMD needs someone with different leadership skills - to innovate, to go forward… Lisa is too soft… Maybe I am wrong….

[@Kats0unam1]

Lmao. Yea you are wrong

[@factslogic5927]

The situation here is not a great leader made some mistake , but a great leader facing a new tough Challenge. Change a leader does not solve the problem automatically😂

[@normansteinmetz643]

Lisa is a great CEO, I would be sad to see here move. I guess AMD will have a bright future and that’s why I‘m invested and why I even added some 2027 leaps

[@robinwang9187]

amd just met a tough competitior，Nvidia. you cannot find a better leader to defeat Jensen huang. it is ridiculous and impractical to replace Lisa su. I would rather give her more time to watch.

[@Kats0unam1]

@@robinwang9187 AMD doesn't need to compete with Nvidia to succeed.

[@justsomecanadian]

First!🎉

[@TrollThriller]

So bullish on AMD. Intrinsic value $180. Bought AMDL life changing position

[@dreammariner]

Why are you using GAP in your analysis… Are you not aware of the good will expenses associated with Xilinx… or are you purposefully not considering this nuance to prove your thesis? Please research and understand how this works for this and future analysis you do..

[@dreammariner]

(GAP p/e for a company with this amount of goodwill amortization is not a rational metric, either use non-gap or a different metric that isn’t deducting costs that were not actually incurred for tax purposes…)

[@dreammariner]

And their “overspending” compared to Xilinx market cap is already priced into the share price, so it’s really just double penalizing them when you try to evaluate it in such a way.

[@chipstockinvestor]

We used free cash flow, which is a non GAAP metric.

[@dreammariner]

@@chipstockinvestor you used both in your valuation... I think you need to rewatch your valuation segment? Regardless, FCF is also an odd metric to use on a company so heavily invested in R&D. You might disagree with where they are spending that R&D given you are pessimistic about their push on AI, but that is a different argument all together (one I personally disagree with, but I recognize that there is a valid argument to make here). I think you need to dig deeper here, both metrics you used are a poor means to assess valuation. Thanks for replying nonetheless. Per

[@user-nz8tz1vq2f]

@@dreammariner Can you provide some detail on your valuation approach?

[@skylounge]

AMD is setting up for major disappointment. Look for a 20% drop soon.

[@JohnBarto-t9d]

Solid analysis there. Really in-depth explanation. Thanks.

[@Noviath-kw7dg]

will be back here in 2 weeks. Let's see if ur right

[@KenjiEspresso]

💩 analysis 😅 more clapping in audience you can’t be real.

[@shannonoliver7992]

Give it a break buddy. They are clearly joking around. I don’t expect troglodytes to understand dry humor. I think you’re in the wrong place.

[@hadiladak6297]

POOR AND BORING PRESENTATION

[@jayearl3591]

Poor and boring comment!

[@shannonoliver7992]

How much are you underwater on AMD?