Advanced Micro Devices (AMD)

It reports Tuesday. A powerhouse in the data centres, taking share from Intel. AMD may be in better shape than people think. It was a top performer in the S&P today. He expects a good quarter.

AMD vs. INTC vs. NVDA Taking market share from Intel. Earnings growth is superior to Intel. Intel is in the midst of restructuring. Ongoing chip shortage, but this is a cyclical industry. Of the three, Nvidia has the most attractive long-term growth platform, but its valuation is very high. She's going to keep watching NVDA for an attractive entry point.

Got caught up in the most recent tech pullback. Likes the semi sector, but it's a different investment story today than a year ago. Now many sectors are doing well. A great company. He'd buy it here, but also look at other sectors. Take a look at TSM, the granddaddy of them all.

One of his favourite semi companies. Continues taking market share from Intel. Massive revenue growth expectations. Xilinx acquisition adds a lot. No dividend. (Analysts’ price target is $101.03)

If they hadn't bought Xilinx, this would be at $100. Be patient. The CEO has a good plan and they enjoy strong demand.

They're buying Xilinx which is a great deal. Run by a superb CEO.

Intel's disappointing report yesterday could benefit AMD which has broken into the hottest category with its chips where Intel has fallen behind. He expects a blow-out report on Tuesday. Their Xilinx purchase may put a drag on the stock.

(A Top Pick Dec 06/19, Up 125%) Price target of $104. The darling out there. If you own it, hold on. You can probably wait for lower $80s or high 70s. Fantastically run. Right place, right time. Main positives: 7 nanometer GPUs, buying Xilinx, and institutions bought up about 10% of the float.

AMD is buying Xilinx which will make it stronger in 2022. Tech remains a trend to watch in 2021.

(A Top Pick Oct 30/20, Up 21%) Still one of his favourite semiconductor stocks. Has pulled back a bit, as big companies are floating the idea of making chips in-house. Intel's loss is AMD's gain. At the forefront of CPU performance. Tons of room to continue to take market share from Intel and servers, which is the bigger opportunity.