Thanks for the well-thought out video. You seem to imply that embedded and gaming segments will not rebound to historical revenues, and AMD's expansion into AI will only cancel out those losses -- which was true for this earnings call but I don't understand the thesis as to why that will remain true long-term. I'm not sure if that's what you meant to imply, but if so, why do you think these legacy segments are not just cyclical downturns? Do you not see cyclical trends in legacy semi spaces that could align with continually growing AI demand for a perfect storm of revenue growth in every segment sometime in the next 1-2 years?
Hi there, for sure these other segments are in a cyclical downturn. But there is widespread belief that AMD AI will be some kind of "next Nvidia" and quickly offset the lagging segments. Instead, we weren't implying anything other than investors need to focus on AMD driving profitable returns.
While the justification for AMD has always been tapping into INTC's market share, AMD's proliferation in AI is limited to production and other Supply Chain issues (packaging etc) that limits supply. INTC and AMD is fighting for a very important strategic second place in AI GPU. I wont discount AI's importance for AMD. Small gains in market share will have a big impact on AMD's bottom line and they cant afford to lose out early to secure the 2nd place spot. Intel will continue to fail even with the new venture unless they are willing to completely spin off the FAB business so Chip designers can trust them. INTC has a long history of unethical culture when it comes to competition and no one will trust their manufacturing causing them to continue loss in focus and strategy further giving AMD and advantage.
Never said it was. We were Xilinx shareholders too before the merger. The point wasn't to dog on AMD , but to refocus everyone on the expanding profit margin story.
AMD will make 500 million this year and Nvidia 100 billion. Nvidia has taken 90% of the market. It’s basically winner takes all at this point. But once everyone has the Blackwell from Nvidia in 18 months there will be a slow down.
@@chipstockinvestor wouldn’t there be e next gen set or an upgraded chip from Nvidia with high demand? Or do you just think that a lot of demand would be fulfilled at that point and no need for an hardware upgrade with more capabilities?
Well, before AI, you could also say NVDA's business is diversified: they have a lot of gaming, crypto, and automotive. It's just that with AI, their data center business exploded. Yet AMD's AI did not manage to do as much.
Gaming and crypto is one and the same, it's the same gaming GPU producta for both segment. AMD has both CPU and GPU for gaming. Both AMD and NVDA are equally diversified, NVDA simply has the better AI product.
Intel pumps Gaudi3, AMD pumps MI300 while Nvidia delivers. Nvidia has it all. Best CEO, best AI product, Great shareholder value and great earnings and revenue. AMD has none of this. You have convinced me that I have made a mistake not selling my amd on every pump because all amd is is a pump and dump trading stock.
Not a great sign that embedded and gaming earning went down that bad ( Altera also went down -11%, but not as much as Xilinx). Without the AI hype and the datacenter growth it should be back to the 70s.
![Were We Wrong About AMD ? [Full Analysis]](/img/n.gif)
thanks for sharing this interesting video👍🏿
THANK YOU, CSI TEAM 😊❤️
AMD chip performance and no CUDA and higher P/E than NVIDA, weaker sales than NVIDA = no buy
Thank you for your insight /info and shared knowledge on the chips!!!
Thanks for the well-thought out video. You seem to imply that embedded and gaming segments will not rebound to historical revenues, and AMD's expansion into AI will only cancel out those losses -- which was true for this earnings call but I don't understand the thesis as to why that will remain true long-term. I'm not sure if that's what you meant to imply, but if so, why do you think these legacy segments are not just cyclical downturns? Do you not see cyclical trends in legacy semi spaces that could align with continually growing AI demand for a perfect storm of revenue growth in every segment sometime in the next 1-2 years?
Hi there, for sure these other segments are in a cyclical downturn. But there is widespread belief that AMD AI will be some kind of "next Nvidia" and quickly offset the lagging segments. Instead, we weren't implying anything other than investors need to focus on AMD driving profitable returns.
While the justification for AMD has always been tapping into INTC's market share, AMD's proliferation in AI is limited to production and other Supply Chain issues (packaging etc) that limits supply. INTC and AMD is fighting for a very important strategic second place in AI GPU. I wont discount AI's importance for AMD. Small gains in market share will have a big impact on AMD's bottom line and they cant afford to lose out early to secure the 2nd place spot. Intel will continue to fail even with the new venture unless they are willing to completely spin off the FAB business so Chip designers can trust them. INTC has a long history of unethical culture when it comes to competition and no one will trust their manufacturing causing them to continue loss in focus and strategy further giving AMD and advantage.
hard to buy when p/e is 200
Deadly wrong on AMD. AMD’s Versal Prime FPGA AI Soc is a killer product..
Never said it was. We were Xilinx shareholders too before the merger. The point wasn't to dog on AMD , but to refocus everyone on the expanding profit margin story.
AMD will make 500 million this year and Nvidia 100 billion. Nvidia has taken 90% of the market. It’s basically winner takes all at this point. But once everyone has the Blackwell from Nvidia in 18 months there will be a slow down.
Probably an accurate timeline. Second half 2025 could start to get rocky.
@@chipstockinvestor wouldn’t there be e next gen set or an upgraded chip from Nvidia with high demand? Or do you just think that a lot of demand would be fulfilled at that point and no need for an hardware upgrade with more capabilities?
I mean really….
AMD is not an AI play…yet
Thanks you!💯
Thanks
Well, before AI, you could also say NVDA's business is diversified: they have a lot of gaming, crypto, and automotive. It's just that with AI, their data center business exploded. Yet AMD's AI did not manage to do as much.
Gaming and crypto is one and the same, it's the same gaming GPU producta for both segment. AMD has both CPU and GPU for gaming. Both AMD and NVDA are equally diversified, NVDA simply has the better AI product.
@@UziGameGPcorrect
Intel pumps Gaudi3, AMD pumps MI300 while Nvidia delivers. Nvidia has it all. Best CEO, best AI product, Great shareholder value and great earnings and revenue. AMD has none of this. You have convinced me that I have made a mistake not selling my amd on every pump because all amd is is a pump and dump trading stock.
Nvidia also faces fall in other segments then data centers...
Thanks. Great channel, some key insights.
The best reason in my opinion is using amd loses against any gains at tax time.
I think they still arent showing the full MI300 forecast for 2024... Should be 6-8bn
It ain't no nvda
@@UziGameGPlet’s see how this ages 😉
Very informative!
Thank you
AMD is crashing NVDA.
Not a great sign that embedded and gaming earning went down that bad ( Altera also went down -11%, but not as much as Xilinx). Without the AI hype and the datacenter growth it should be back to the 70s.
Heading towards the universe first ! $380 !
Sleeping on #2 and not owning #1 or #2. Big mistake.
is 160 a good rate per share? or should I wait for it to go down
Thanks!
Thank YOU!
If this stock goes back down to $72 I'm all in! 😁
I would follow!
Hard Drugs should be avoided 😂
Can intc turn around? Has potential
Did you see our Intel video a few weeks ago?
@@chipstockinvestoranswering a question with a question.... Brilliant.
Thanks for insight, Im still buying the dip incase I miss the fomo :)
What do you think is the max price to pay for amd
Intel is dumpster fire 🚒
I disagree that the issue with AMD is diversifcation. It's that none of their products are considered best of breed.
the pain and suffering of being a semiconductor investor
The pain and suffering of being an investor!
@@chipstockinvestor Haven't chuckled like that on some comment response in a while. So true it kind of hurts 😂
Pain and suffering? All of my semiconductor stocks are up
You should have made 5 grand easily from last year by now if you invested 10k. SMH, SOXX up 50+% and this year 25% easy money.💰