AMD Stock or Intel Stock -- Top Server CPU Stock To Buy Now?
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- Опубліковано 15 чер 2024
- AMD stock and Intel stock both announced server CPUs during a recently computed KeyNote. Are you bullish on INTC stock or AMD stock? What are your top semiconductor stocks of 2024 outside of Nvidia Stock?
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I have a position on $AMD
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Thoughts on ADM vs INTC?
I wouldn’t own either stock, but thank you for the information
time for me to sell my AMD position and buy Intel
Just becareful, Jose is sponsored by the Motley Fool. They want you to sell your position so that they can buy yours!!!
AMD will explode in due course - it's the calm before the storm at present! Think, when investing in AMD, you're investing in a future proof company with great leadership - I'm topping up whilst their share price is so cheap - Every man and his dog are jumping on NVIDIA, but AMD is the one for me. Patience is a virtue...................
Same
Exactly. AMD will jump to $300 by Dec
Not sure, but I would think enterprise cloud companies would be more interested in expanding operations at the present time than upgrading existing server CPUs by 1 generation. Using the same socket for AMD 4th and 5th gen EPYC could also have to do with manufacturing margins. I own both AMD and INTC stock.
It seems a little nasty. I don't agree with this strategy of knocking your competition especially by name. Things can be done more diplomatically. At this point it is borderline okay but I hope this strategy does not continue.
Intel is a going back to being an innovation leader. You are paying a premium at the current price but there are reasons for it. They are executing on their path to leadership plan and we may get chips with bpd and gaa in 2025. A whole year or two before any other competitor. Look back a few months ago and the company had almost double the current market cap. If the Foundry business starts contributing for the company's overall earnings instead of burning cash the stock will move. There are many ifs and uncertainty so it's definitely a very long term play but the moment the excessive (7B loss/quarter) investing ends the stock could move back to the levels it was trading at a few months ago. (~45)
I agree with your take on AMD's tactics, though I tend to be of the opinion all the companies cherrypick their benchmarks/data. The smart choice is to wait for 3rd party benchmarks (though I'm assuming those are at least somewhat as prevalent in the data center market as they are in the consumer market). I own stock in all of the big three as I've bought them at various points in time for different reasons. Currently I have a larger position in Intel based on being bullish on their foundry growth prospects (driven largely by concerns about availability of overseas competitors in the 3-5 year time frame).
Does anyone think the margins these companies are getting will shrink once everyone gets their own chips out?
Who I getting their own chip out?
Party On 🥳🥳✌️✌️✌️
Just looking at that EPYC package.
12 dies where each can either get Zen 5c or 3d-Vcache. Soon, maybe both.
And they are probably going to get to 16 dies next gen, with rumors of 32 core chiplets.
One of these chips has the computing power of entire data centers a few years ago.
The server room at my last employer had racks of servers that didn’t have as many CPUs as this.
Intel is in trouble.
Intel claiming they have more cache, yeah until the 3d vcache parts come out.
Plus, I think AMD has something up their sleeve for the new generation of 3-D caching.
And we have yet to see Intel come out with a processor that can beat AMD processors at the same core count, much less the monster counts that they bring to bear in their server line.
Intel has a long history of screwing customers with socket changes that goes back to pre 2010's. This was workable when they had 90% of the market. Its not going to work here. AMD on the other hand tries to squeeze every drop out of each socket, allowing for easy upgrades.
Does intel only have to supply a better chip?
Or do they have to support it with a boatload of software too?
They have gone years without being able to manufacture modern architecture chips….
The whole world is taking a wait and see approach with INTC…
Build it and nobody will come until it has been demonstrated to work against the latest from AMD… not comparing to the best of last year’s models…
Chances of INTC’s return to greatness…. Slim. It’s a long road, they need to get started… stop talking, start performing….
Intel is joining Xerox and Kodak and soon to be joining DEC and Gateway… Great American companies that couldn’t stay ahead of the curve.
It will be a great loss…. Capitalism requires competition.
INTC’s management knows what they are doing…. They just haven’t exposed it yet…
Time is running continuously… don’t slow down, don’t waste it.
Nice work Jose!
😃
Intel had too many business people running the company. Business people do not have the engineering background in my opinion. That's why they are going the Nokia route..
Forget AMD Intel. Buy QUALCOMM. I just watched Moore'slaw is dead, and he's got all the insider info he says. And he shows that Qualcomm is the next big banger.
I sold both. I wasted 3 fing years on their much better fundamentals... f my life. All in on nvidia now.
Lmao, I hope Nvidia dumps on you buying at these peak prices.
@@tyroneanderson5619 bought at 120 but hope all you want i hoped for nvidia to dump on everyone when i was 3 years long on amd ... but keep being you man keep it up when you haven't done your homework on their investments to all those infrastructures of industry.
@@tyroneanderson5619 already sold and rebought by the way.
I bought at 1040 pre split then it went to 125 then sold went to 114 and i bought and at 125 i bought again but this time for long.
So up 55k since 1040.
I just bought some Intel and some amd will keep buying on the way down. Both will explode I feel amd will explode after earnings and Intel also.till then they may creep down.
these earnigs or 2 earnings from now?
These earnings
Intel has a hard sell.
Convincing people that it can beat a system with 2x the CPU cores is tough.
LMAO just sell your AMD stocks, boy.
Intel🎉
😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊
🥱
Intel is getting sued by shareholders, bearish.
I ll stay with nvidia CPU.
GPU
@@jaxx4040 No Grace Hopper CPU.
@@jaxx4040
ChatGPT:
NVIDIA Grace CPU: Excels in AI and HPC tasks with superior power efficiency and high performance, making it an excellent choice for large-scale data centers focusing on these workloads.
AMD EPYC: Offers robust multi-threaded performance and competitive efficiency, suitable for a wide range of data center applications.
Intel Xeon: Provides strong single-threaded and general-purpose performance, though it tends to be less efficient in power consumption compared to NVIDIA and AMD.
@@pandoorapirat8644AMD
I don't think he knows what a CPU or GPU is 😂
🤪