Advanced Micro Devices Inc (AMD) Options

Bull of the Day: Advanced Micro Devices (AMD)
By: Zacks Investment Research | October 10, 2024

Advanced Micro Devices (AMD) is currently a Zacks #2 Rank as EPS growth surges over 25% this year and is projected to jump another 50%+ in 2025. Next year's revenues are also forecast to rise over 25% to cross $30 billion.

AMD is also #2 in another way: next to NVIDIA (NVDA) it is the only other manufacturer of advanced GPU semiconductor systems for accelerated high-performance computing (HPC).

Lisa Su Steals Intel's Lunch Money

Before we discuss how AMD chief Lisa Su is taking on NVIDIA in the GPU market with its new line of Instinct processors, let's review her revitalization of AMD in the past 5 years from a company with only $5 billion on the top line.

I always thought AMD was a bargain compared to NVIDIA, but in 2020 the rising of a new force was becoming clearer to more investors. I wrote about it here...

Release the Ryzen! AMD Roars in the Nanometer Wars

Advanced Micro Devices has strengthened its position in the semiconductor market on the back of its evolution as an enterprise-focus company from a pure-bred consumer-PC chip provider. AMD has emerged as a strong challenger to NVIDIA's dominance in the graphic processing unit or GPU market based on its Radeon chips.

In consumer-PC market, AMD has become a key challenger to Intel courtesy AMD Ryzen desktop processor family. The company's desktop-based processor offerings include Ryzen and high-end Ryzen Threadripper processors, among others. AMD Athlon and AMD PRO series of processors cater to commercial and consumer desktop PC market.

AMD's processors are primarily powered by the company's proprietary "Zen" CPU and "Vega" GPU architectures. The company’s acquisition of Xilinx has helped in expanding into multiple embedded markets. AMD now offers Field Programmable Gate Arrays (FPGAs), Adaptive SoCs, and Adaptive Compute Acceleration Platform (ACAP) products.

The $1.9 billion acquisition of Pensando in 2022 expanded AMD’s footprint into the data center market, where it now offers high-performance data processing units (DPUs) and a software stack.

EPYC as the Datacenter AI Foundation

AMD has spent the last seven years developing AMD EPYC™ Series processors, a family of server CPUs that cater to every level of business and to a wide range of needs.

AMD EPYC™ processors are trusted to power a third of the world’s servers, and for good reason. Offering the world’s best data center CPU to enterprise customers, general-purpose AMD EPYC processors provide up to 96 core options that deliver up to 1.75x the performance per CPU watt.

Today, the lineup offers a wide range of options, supporting customers who are just starting to develop their own infrastructure as well as large enterprises looking to scale cloud and datacenter to new heights.

Instinct as the AI Factory Accelerator

Many AI workloads and use cases require more than what AMD EPYC CPUs can do alone. Large language models continue to grow into the hundreds of billions -- even trillions -- of parameters.

Extending the set of AI workloads managed effectively by AMD EPYC processors, comes the power of GPU acceleration, thanks to AMD Instinct™ accelerators.

Where AMD server CPUs manage small to medium models and mixed workload inference deployments, AMD accelerators facilitate high-volume, real-time AI training, dedicated AI deployments, medium to large models, and large-scale real-time inference, accelerating AI results for enterprises looking to make the most of new technologies.

AMD Instinct™ MI300 Series accelerators are uniquely well-suited to power even the most demanding AI and HPC workloads, offering exceptional compute performance, large memory density, high bandwidth memory, and support for specialized data formats.

The Path Ahead for the AI Duopoly

We recently heard NVIDIA's Jensen Huang state that demand for his company's new Blackwell GPU is "insane." Just another confirmation that this AI revolution is far from over as the build-out will extend the rest of this decade.

I often call NVIDIA and AMD the "AI Duopoly" because of their running head-start with GPU accelerators and datacenter infrastructure expertise. They will both be offering new generations of their best ideas every 18 months, just like iPhones.

A few weeks ago after Oracle earnings, founder and chairman Larry Ellison made some comments about the AI revolution that were startling. He said they currently had 162 datacenters but expected that to grow to between 1,000 and 2,000 over the next decade.

Since NVIDIA's Jensen Huang already has his eyes on helping a $1 trillion installed based of CPU-driven datacenters make the upgrade to GPU-accelerated designs, it only makes sense by logical extension that AMD will be participating in hundreds of billions worth of that transformation.

Learn more at today's AMD event Advancing AI. One thing I'll be listening for Lisa to talk about is the integration of the 1,000 engineers she "acquire-hired" in her $5 billion buyout of datacenter builder ZT Systems. A bold and genius talent grab that Wall Street loved.

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Cathie Wood & Ark Invest's Buys 3,000 Shares of Advanced Micro Devices Inc. (AMD)
By: Ark Invest Daily | October 9, 2024

• Cathie Wood and Ark Invest's trade activity from today 10/9.



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$AMD Aggressive ITM Call Sweepers Rushing in
By: Cheddar Flow | October 8, 2024

• $AMD Aggressive ITM Call Sweepers Rushing in



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Beautiful

$AMD Millions Worth of Aggressive Call Sweep Orders
By: Cheddar Flow | October 7, 2024

• $AMD Millions Worth of Aggressive Call Sweep Orders

Big money is moving over to semiconductors again



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Great timing then go long for 500 plus!

Thinking to build some position in today!

Hell yea! 10-10 sends this on epic run though 227 to all time highs

It is really hard not to like this $AMD chart right now if you're a bull
By: TrendSpider | October 4, 2024

• It is really hard not to like this $AMD chart right now if you're a bull.

First weekly MACD cross in almost 12 months.



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Yes we are 2024!

Pho sho!

Look out above! We’re going beyond $227

Yep! This new AI event is going to have some good stuff packed in it!

https://stocks.apple.com/AnV4TYIVkQUC0c2zDX_yyzA

going to test double par, imo.🤣

Prepare to run

Look T the 6 month chart bruh. Then holla

Up 20 odd % in the last 30 days. Not so stuck I guess

This chit is stuck in the mud

Go Lisa Su! $AMD

https://stocks.apple.com/ArnAuzkAzTcy-nAmhDdvVJg

$AMD Neat little flag setup with an unfilled gap looming overhead...
By: TrendSpider | October 2, 2024

• $AMD Neat little flag setup with an unfilled gap looming overhead...



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Collecting a little bit more for my portfolio today...

The AI revolution is here, and according to tech analyst Dan Ives, two stocks are poised to make monumental waves in the market: Nvidia and AMD. Both companies are at the forefront of AI-driven advancements, and Ives' bullish outlook for these two powerhouses signals that investors should act now before these stocks surge to new heights. In an era where AI is transforming every sector, Nvidia and AMD stand out not only as leaders in their field but as companies that could redefine the future of computing. Here's why you should consider adding these stocks to your portfolio before they experience significant growth.

$AMD They say good things come in threes
By: TrendSpider | September 29, 2024

• They say good things come in threes. $AMD



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💩 on a shingle…

Prepare to break resistance

Inocent kids will be wiped out

https://www.barchart.com/story/news/28662839/3-semiconductor-stocks-to-buy-on-the-dip

https://www.barchart.com/story/news/28662839/3-semiconductor-stocks-to-buy-on-the-dip

1T will be easy

You need an optometrist. GL

Just back over 200 that’s all. And new ATH’s soon enough. AI is just beginning and all involved will reap huge benefits. Might take another couple years to really start understanding how AI will change the world we all know now.

I could see AMD reaching $1T MC in the next 5-7 years maybe sooner.

Yep…. $621 pps! I can wait, can you?

Setting up for big move!

My alias? You must be delusional. GLTY. On ignore

Thanks for following my posts.Insulting? Your alias called me 5 years old.
You are an innocent kid pumper. See you under 100.

Have you ever had a positive post? I just looked at some of your history…..nary a positive post. I have to be a bit inquisitive…..why dabble in stocks if you own nothing, apparently don’t like any stock, and respond insultingly to other posters?

You’ll be broke idiot. Pump won’t work.

Just in case you’re five-year-old with no clue whatsoever. What stages of market might be in or going through, the following might be a great help to you.


The stages of a market downturn typically progress from a correction to a crash, and each stage has its own characteristics. Here’s a general outline of how this can unfold:

1. Market Correction (0-10% Decline)

• Definition: A market correction is typically defined as a decline of 10% or more from a recent market high.
• Characteristics:
• Investors begin to pull back from risk, often due to concerns over economic data, geopolitical events, or overvaluation in the market.
• The decline is often seen as a healthy and temporary adjustment.
• Sentiment shifts from optimism to caution.
• Corrections can last from days to months, and sometimes serve to set the market up for a recovery.

2. Bear Market (20%+ Decline)

• Definition: A bear market occurs when the market drops 20% or more from its recent peak.
• Characteristics:
• Investors become more pessimistic, and there is a significant drop in confidence.
• The decline is more sustained and widespread, affecting a broad array of asset classes.
• The economic outlook worsens, and corporate earnings begin to suffer.
• Investors start to sell more aggressively, leading to a prolonged downturn.
• Sentiment may shift to fear or even panic as asset prices continue to fall.

3. Market Crash (30%+ Decline in a Short Time)

• Definition: A market crash is a sudden, dramatic drop in stock prices, often 30% or more, within a very short period (days to weeks).
• Characteristics:
• Crashes are typically triggered by extreme events, such as financial crises, geopolitical shocks, or bubbles bursting.
• Market panic sets in, leading to mass sell-offs across the board.
• Volatility spikes, with wild price swings in a short time.
• Liquidity dries up as buyers disappear and selling intensifies.
• Investor sentiment turns to outright fear, with the focus shifting from return to capital preservation.
• Economic recessions often follow, as market crashes can lead to widespread financial distress and damage consumer and business confidence.

4. Capitulation and Recovery

• Capitulation: This is the stage where investors give up and sell en masse, often at the market bottom, leading to extreme overselling.
• Recovery: After capitulation, markets typically begin to stabilize as bargain hunters and long-term investors step in. Recovery can be slow, with the market gradually rebuilding confidence and starting to rise again.

Each stage reflects changes in investor psychology, from cautious optimism to fear,

Did you hear about crash market? How old are you?

Onward and upward with AMD. Future looks very bright as they start chiseling away in their quest to be a larger player in AI.

Bulls are broken. LOL

Nobody’s talking

The latest post I’m seeing on AMD is dated 9/4/24. What’s going on with the message board.

AMD pump down almost $100 from ATH. LMAO

Just did. By putting you on ignore lol.
But before I go, the news of the antitrust probe to Nvidia will level the playing field and with the new senior vice president from Nvidia to AMD. AMD will benefit huge, with no place to go but up.

Hope you cut your loses

This bloated pig isn’t going anywhere anytime soon.

Nice

Need Trump to take it then it will be off to the races!

It will be this year no dreaming necessary

Beautiful! Hold for 600 plus