Advanced Micro Devices (NASDAQ: AMD )(TSX: AMD:CA ) got ahead of itself with a peak at about $211 in March 2024, before falling to about $99. There was a time last year when AI infrastructure exuberance propelled the company based on"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, e ...

The latest trading session saw Advanced Micro Devices (AMD) ending at $101.67, denoting a +0.91% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 1.12% for the day. Meanwhile, the Dow gained 1.14%, and the Nasdaq, a tech-heavy index, added 1.46%.Heading into today, shares of the chipmaker had lost 15.69% over the past month, lagging the Computer and Technology sector's loss of 7.5% and the S&P 500's loss of 4.13% in that time.Investors will be eagerly wat ...

Core Insights - AMD's stock price has decreased by 50% since the previous year [1] Group 1 - The video discusses recent updates regarding AMD [1]

Group 1: Advanced Micro Devices (AMD) - AMD develops semiconductors across four main end markets: data center, client, gaming, and embedded processors [2] - AMD gained about seven percentage points of market share in x86 CPU sales at Intel's expense, particularly strong in the client segment with Ryzen processors taking over eight percentage points from Intel Core processors [3] - AMD reported fourth-quarter financial results with total revenue increasing 24% to $7.6 billion and non-GAAP earnings increasing 42% to $1.09 per diluted share, but the stock fell 16% due to missed data center sales estimates [4] - AI accelerator spending is expected to increase at 29% annually through 2030, with AMD's CEO projecting AI accelerator sales to grow from $5 billion in 2024 to "tens of billions" in the coming years [5] - Wall Street estimates AMD's earnings will grow at 35% annually through 2026, with shares trading at 30 times earnings, resulting in a price-to-earnings-to-growth (PEG) ratio below 1 [5] Group 2: The Trade Desk - The Trade Desk is an adtech company providing an independent demand-side platform (DSP) that leverages AI for data-driven campaigns [6] - The company's independence from media ownership eliminates conflicts of interest, allowing it to build strong relationships with publishers [7] - The Trade Desk was ranked as the leader in the DSP market by Frost & Sullivan, with a strong presence in retail advertising due to its growing roster of retail partners [9] - The Trade Desk reported fourth-quarter revenue of $741 million, a 22% increase but below the forecast of $756 million, with non-GAAP earnings increasing 44% to $0.59 per diluted share [9][10] - Despite a 42% stock decline since the earnings report, Wall Street estimates earnings will increase at 15% annually through 2026, with adtech software spending expected to grow at 22% annually through 2030 [11][12]

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Advanced Micro Devices, Inc. (NASDAQ: AMD ) has not been able to catch a break in the last six months as the stock made a string of new 52 week lows as of late. As infuriating as the persistent decrease inA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers ...

Group 1: Semiconductor Industry Performance - Investing in semiconductor stocks has been favorable, with the VanEck Semiconductor ETF rising approximately 80% over the past three years, outperforming the S&P 500's 38% gains [1] - Advanced Micro Devices (AMD) has underperformed, with its stock down around 10% in the same period, indicating a lack of excitement among investors regarding its growth prospects [2] Group 2: AMD's Growth Potential - AMD's CEO, Lisa Su, projects significant growth ahead, suggesting that the company is on a steep long-term growth trajectory, particularly in its data center AI franchise, which is expected to scale from over $5 billion in revenue in 2024 to tens of billions in the coming years [6] - AMD's growth rate accelerated to 24% in the last quarter of 2024, with a forecasted year-over-year growth rate of 30% for the current quarter [5] Group 3: Financial Metrics and Challenges - AMD's revenue rose by 14% to $25.8 billion in the past year, but to meet CEO Su's projections of "tens of billions" in revenue, the company would need to double its revenue, which could act as a catalyst for stock performance [6] - AMD's profit margin is currently around 6%, and it trades at a price-to-earnings multiple of approximately 110, indicating that significant improvements in margins and growth are necessary for the stock to be considered a good long-term buy [8] Group 4: Investment Considerations - Despite recent underperformance, AMD may present a buying opportunity, especially with its latest AI chip launch (Instinct MI325X) in October, which could lead to stronger sales and profit numbers in the future [9] - Investors should remain cautious and not overly rely on optimistic forecasts from company executives, as economic conditions and potential trade issues could impact growth [7]

Group 1 - AMD's market capitalization has decreased by approximately 50% since last March, yet its trailing P/E ratio of 109 suggests the stock remains expensive [1] - The forward P/E ratio of AMD is 23, marking a two-year low, indicating a more favorable valuation based on growth expectations [2] - AMD's price-to-sales (P/S) ratio of around 7 is significantly lower than Nvidia's, reinforcing the perception of AMD as a bargain [2] Group 2 - AMD has established itself as a leader in the CPU market but is currently trailing in the GPU and AI accelerator sectors [3] - The company has nearly halted revenue declines in its embedded segment, which could enhance the attractiveness of its lower-cost chips in the future [4] - AMD's revenue for 2024 increased by 14% to $26 billion, while net income rose to $1.6 billion compared to $854 million in 2023, leading to improved valuation metrics [5] Group 3 - Despite Nvidia's dominance in the AI accelerator market, the valuation differences between AMD and Nvidia make AMD a more appealing investment option at present [6]

Core Insights - AMD stock has experienced a decline of 17.40% since the beginning of the year, with a significant drop of 10.7% following its Q4 and FY 2024 earnings call on February 4, where data center revenue fell short of expectations [1][2]. Financial Performance - AMD reported a double beat in its earnings call, with both earnings per share (EPS) and revenues exceeding consensus estimates, although data center revenue was notably below forecasts [1]. - The stock price decreased to $99.57 by February 28, marking an 8.61% decline over the last week and falling below the $100 psychological level [2]. Analyst Sentiment - Despite recent struggles, a majority of analysts maintain a positive outlook on AMD, with 25 out of 35 analysts issuing a 'Buy' rating, while only 11 rated it as 'Hold' and 1 as 'Sell' [3][4]. - The average price target for AMD shares is currently $147.88, indicating a potential upside of 47.76%, with the highest forecast at $225 suggesting a 124.82% upside [5]. Price Target Adjustments - The average 12-month price target has decreased from $160.39 to $147.88, but the projected upside has increased from 37.11% to 47.76% [6]. - The lowest price target of $110 still represents a potential rally of 9.91% [6]. Valuation Metrics - The forward price-to-earnings (PE) ratio for AMD has dropped from 22.73 to 19.51, indicating a potentially attractive value play [7].

Core Insights - AMD has launched the new Radeon RX 9000 Series graphics cards, featuring the RDNA 4 architecture, aimed at delivering high-performance gaming experiences enhanced by AI technology [1][3][4] Product Launch and Features - The Radeon RX 9000 Series includes the RX 9070 XT and RX 9070 graphics cards, both equipped with 16GB of GDDR6 memory and designed for high-quality gaming graphics [1][4] - The RX 9070 Series offers over 20% more performance on average at 1440p compared to the previous generation RX 7900 GRE, while the RX 9070 XT achieves over 40% more performance [4][10] - Key features include advanced AI accelerators with up to 8x INT8 throughput per AI accelerator, third-generation raytracing technology, and support for next-gen display technologies [3][7][10] Performance Enhancements - The new RDNA 4 architecture provides up to 40% higher gaming performance compared to the previous RDNA 3 architecture [7] - The raytracing throughput has more than doubled per compute unit compared to the previous generation, enhancing the realism of lighting, shadows, and reflections in games [7] - The Radeon RX 9000 Series supports AMD FidelityFX Super Resolution 4 (FSR 4), which improves frame rates and image quality under demanding workloads [5][8] Pricing and Availability - The AMD Radeon RX 9070 XT is priced at $599, while the RX 9070 is priced at $549, with availability starting from March 6, 2025 [10][11]