Advanced Micro Devices (AMD)

12-month price target of $183, very decent runway. Once the market starts to roll over, everyone is worried that it's the end. Instead, this is a great opportunity. Don't buy all at once, as things are still sorting out. Along with INTC, closest to competing with NVDA, but big difference in market cap.

Beat on top and bottom in January, slightly lowered guidance. Exceptional CEO, great management team.

Up 107% in last 12 months. Be careful. Sustainable at this point? Fantastic growth rate over 34%. 49x earnings, not a terrible valuation. 1.45x PEG ratio, not too expensive. Close to overbought levels, look for an air pocket down around $153-154. Struggling to move forward the last couple of weeks.

Likes it, but see his Top Picks.

Beat street and revenue expectations, but Q1 guidance was down by about $300M and stock fell. Don't worry about that. Semis are very important. Coming out with a new AI product, so they can get a share of the market. Short-term movements make no sense. Business model continues to be positive. Keep holding.

It has been rallying hard because their chips recall Nvidia's and they have a considerable consumer group by supplying Dell and other PCs

It is important to watch the semi conductors. Nvdia is the champion in A.I. He owns both NVDA and AMD. Advanced Micro Devices has some interesting solutions and we should see some very interesting custom chips get built. People are likely to look at others beyond Nvdia. Tech is an important place to be but not the only place.

Intel is in a dogfight with AMD over large customers. Today, Intel sold off hard, while AMD fell, but rebounded and will continue to.

PE multiple is north of 1000. This means that if it maintained its earnings and revenue just where it is, it would take 1000 years to break even. Great example of how market's gotten ahead of itself. He'd buy NVDA or INTC instead, they have longer runways.

He was indecisive and missed this. Regrets it. Too late. He's not sure what to do.

Recent all time high in stock not a bad thing. Momentum good take this stock higher. Over-supply of chips in market a negative. Would recommend a small position. Seasonality a factor - weak time of the year for chip business'.

This election is something to consider, but wouldn't sell it. AMD has had a great run, up 7% in the past month, but will now cool its heels. A great CEO and company.

AI hype is probably real and will change the world, but can't tell how fast it will grow in the short term. Earnings are there, very strong. PE's always been high. Lots of competitors. He prefers software-type names.

A standout stock this earnings season with shares jumping 9.7% after its report. Will become the only true competitor to Nvidia in producing AI chips. Revenue outlook is strong.