AMD-Q
(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.
(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.
(A Top Pick Dec 06/19, Up 133%) A bit pricey here. His price target is $98. Look to buy it in the lower $80s and, if possible, in the upper 70s. They keep knocking it out of the park. Three positives: aggressive R&D, buying Xilinx, aggressive institutional buying.
(A Top Pick Dec 06/19, Up 133%) A bit pricey here. His price target is $98. Look to buy it in the lower $80s and, if possible, in the upper 70s. They keep knocking it out of the park. Three positives: aggressive R&D, buying Xilinx, aggressive institutional buying.
Forget semi ETFs and buy individual semi stocks. They are too different to buy as a group. It's taken a ton of market share from Intel. It has a terrific presence in the data centre, and is the only major player in gaming besides Nvidia. Also, if their Xilinx deal is approved, they'll enjoy strong cell phone and defence exposure.
Forget semi ETFs and buy individual semi stocks. They are too different to buy as a group. It's taken a ton of market share from Intel. It has a terrific presence in the data centre, and is the only major player in gaming besides Nvidia. Also, if their Xilinx deal is approved, they'll enjoy strong cell phone and defence exposure.
(A Top Pick Dec 06/19, Up 112%) He's continued to buy. Pretty volatile, so you'll probably have the opportunity to buy lower. Buy 1/3, then 1/3 in the $70s, and 1/3 in the $60s. Aggressive product strategy and institutional buying, plus working on beneficial Xilinx acquisition. Price target of $95.
(A Top Pick Dec 06/19, Up 112%) He's continued to buy. Pretty volatile, so you'll probably have the opportunity to buy lower. Buy 1/3, then 1/3 in the $70s, and 1/3 in the $60s. Aggressive product strategy and institutional buying, plus working on beneficial Xilinx acquisition. Price target of $95.
Their reported numbers that were perfect and he didn't expect the Xilinx takeover to hurt AMD's share price, but investors dumped the stock. It's come back this week in the election rally, 5% today only.
Their big competitor, Intel, disappointed with their report, but he expects AMD to blow away when it reports next week. Xilinx wants AMD to pay a big premium as AMD buys, it, but he doesn't think AMD's CEO (whom he admires) will accept that.
They make great chips that are in strong demand by China. All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term.
They make great chips that are in strong demand by China. All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term.
Rumour of AMD buying Xilinx AMD would really benefit for Xilinx which makes great chips for autos, defence and telcos. Buying Xilinx would expand AMD's exposure to these sectors and their overall market. The deal is good, but only at the right price--if it happens. The AMD CEO is great. If the deal happens and AMD sells off, then he would buy.
Rumour of AMD buying Xilinx AMD would really benefit for Xilinx which makes great chips for autos, defence and telcos. Buying Xilinx would expand AMD's exposure to these sectors and their overall market. The deal is good, but only at the right price--if it happens. The AMD CEO is great. If the deal happens and AMD sells off, then he would buy.
AMD is the chip company that has always been the poor #2 to INTC. He would prefer INTC as it has less volatility and it holds a large cash reserve. In this environment, focusing on companies with minimal debt is important.
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 16
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 4
Total Signals / Votes : 20
Advanced Micro Devices is a American stock, trading under the symbol AMD-Q on the NASDAQ (AMD). It is usually referred to as NASDAQ:AMD or AMD-Q
In the last year, 20 stock analysts published opinions about AMD-Q. 16 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Advanced Micro Devices.
Advanced Micro Devices was recommended as a Top Pick by Jim Cramer - Mad Money on 2021-01-13. Read the latest stock experts ratings for Advanced Micro Devices.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
20 stock analysts on Stockchase covered Advanced Micro Devices In the last year. It is a trending stock that is worth watching.
On 2021-01-20, Advanced Micro Devices (AMD-Q) stock closed at a price of $88.75.
