Core Viewpoint - Analyst expresses concerns about AMD's future performance due to competitive pressures and market dynamics [1] Group 1: Company Performance - AMD's revenue for the third quarter is projected to decline by approximately 13% year-over-year, indicating a challenging market environment [1] - The company is facing increased competition from rivals, particularly in the data center and gaming segments, which could impact its market share [1] Group 2: Market Dynamics - The semiconductor industry is experiencing a slowdown, with demand for chips weakening across various sectors, including consumer electronics and data centers [1] - Analysts are closely monitoring AMD's ability to navigate these market challenges and maintain its growth trajectory amidst a shifting landscape [1]

Market Overview - The recent inflation data did not significantly impact the market, with Wall Street maintaining stability around the 50-day moving average [1] - The start of 2025 has cooled an overheated stock market, but uncertainty remains regarding future market movements and potential selling [1] Advanced Micro Devices (AMD) - AMD's stock has decreased by 45% from its highs, following disappointing Q4 data center revenue and guidance [2][3] - Despite the recent decline, AMD has outperformed the tech sector over the past decade, with a 3,400% increase compared to the tech sector's 320% [4][9] - AMD's revenue grew from $6.7 billion in 2019 to $25.8 billion in 2024, with a 14% year-over-year increase in 2024, driven by a 94% expansion in the data center segment [5] - The company is projected to grow its revenue by 24% in FY25 and 18% in FY26, reaching $37.66 billion [7] - AMD's earnings per share (EPS) is expected to increase by 39% and 31% in FY25 and FY26, respectively, from $3.31 in FY24 to $6.00 in FY26 [8] - AMD is currently trading at a 33% discount to its five-year median and 65% below its highs, with a Zacks price target indicating a 34% upside potential [13][8] Deckers Brands (DECK) - Deckers Brands, known for its footwear and apparel, has seen significant growth, averaging 19% sales and 32% earnings growth over the past four years [14] - The stock has increased by 6,700% over the past 20 years, outperforming Nike and its sector [15] - Following a 30% drop after its Q3 FY25 earnings release, Deckers presents a more attractive buying opportunity [16] - Deckers reported a 19% revenue growth and a 17% earnings growth in Q3 FY25, with a gross margin increase to 60.3% [20] - The company is projected to grow its revenue by 15% in FY25 and 10% in FY26, reaching $5.45 billion [21] - Deckers has a strong balance sheet with $2.2 billion in cash and equivalents against $1.3 billion in total liabilities and zero debt [25]

Broadcom and TSMC might be more balanced chipmaking investments.AMD was once a hot chipmaker, but it lost nearly 40% of its value over the past 12 months. It lost its momentum as its sluggish sales of gaming chips partly offset its stronger sales of PC and data center chips, and investors started to question the long-term growth potential of its closely watched artificial intelligence (AI) accelerators.AMD's data center revenue still surged 69% year over year in the fourth quarter of 2024, but that marked a ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock has been brutalized over the past year, dropping from a high of around $227 to just around $107 recently. I called AMD a top pick for 2025 late lastAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call Dividend Plan and earn 50% on ...

Over the past 8 years since I started covering Advanced Micro Devices, Inc. (NASDAQ: AMD ), I don't remember if the stock has ever been fairly valued by the market for an extended period of time. It seemsI write about growth opportunities in different sectors related to technology, providing analyses of fundamentals that are driven by current and future trends. Senior Data Analyst by day, I am building and managing my own portfolio of tech-related securities, which to date has consistently beaten the market ...

Core Insights - Advanced Micro Devices Inc (AMD) is positioned at the forefront of the AI-driven semiconductor boom, with new trading tools introduced by Direxion to capitalize on AMD's stock movements [1][5] Group 1: New Trading Instruments - Direxion has launched two new ETFs: Direxion Daily AMD Bull 2X Shares (AMUU) and Direxion Daily AMD Bear 1X Shares (AMDD), aimed at traders looking to leverage AMD's daily price fluctuations [1][2] - AMUU is designed to provide twice the daily performance of AMD stock, meaning a 2% increase in AMD would result in a 4% increase in AMUU (before fees and expenses) [2] - AMDD allows traders to bet against AMD, moving in the opposite direction of AMD's stock price on a 1-to-1 basis [2] Group 2: Market Context - AMD is now part of Direxion's semiconductor-focused lineup, which includes other major players like Nvidia, Taiwan Semiconductor Manufacturing, Broadcom, and Micron Technology [3] - The introduction of these ETFs comes at a crucial time as AI-driven demand for high-performance chips is increasing, with AMD competing with Nvidia for market dominance in data centers [3] Group 3: Trading Strategy - These leveraged and inverse ETFs are designed for short-term trading rather than long-term investments, as they reset daily and are best suited for active traders [4] - Holding these ETFs for extended periods can lead to unexpected performance due to compounding effects, making them risky for long-term investors [4]

Core Viewpoint - Advanced Micro Devices (AMD) reported strong growth in its fourth-quarter 2024 results, beating Wall Street expectations for both revenue and earnings, yet the stock fell 6% due to a miss in data center revenue [1][2]. Data Center Revenue Performance - AMD's data center revenue for the quarter was $3.9 billion, falling short of the consensus estimate of $4.15 billion [3]. - The company forecasted a 7% sequential decline in data center revenue for the current quarter, which contributed to investor concerns [4]. - Despite the shortfall, AMD's data center revenue increased 69% year-over-year, reaching record levels, driven by sales of AI data center accelerators and server processors [4][5]. - Full-year data center revenue hit a record $12.6 billion, nearly double the previous year, with expectations for similar revenue in the first half of 2025 compared to the second half of 2024 [5]. Product Transition and Future Outlook - AMD is transitioning to its next-generation MI350 AI graphics cards, with sampling starting in the current quarter and shipments expected by mid-year [6]. - The company anticipates strong double-digit growth in data center revenue for 2025, with CEO Lisa Su projecting substantial growth in the data center business over the next few years [7]. Client Segment Performance - AMD's client segment, which includes desktop and notebook processors, saw a 58% year-over-year increase to $2.3 billion, outperforming the overall PC shipment growth of 1.8% [8]. - The company expects to continue gaining market share in the PC CPU market, estimating a mid-single-digit increase in PC shipments for 2025 [9]. Overall Growth Expectations - AMD projects a 30% year-over-year increase in revenue for Q1, targeting $7.1 billion, which indicates an improvement over the 24% increase in Q4 2024 [10][11]. - The company anticipates a 2 percentage point increase in non-GAAP gross margin for Q1, which should lead to significant bottom-line growth following a 42% year-over-year earnings increase last quarter [12]. - Analysts expect AMD to achieve 43% earnings growth in 2025, an improvement over the previous year's 25% growth, supported by a rebound in the data center business and strong PC segment momentum [13]. Investment Consideration - AMD's stock is currently trading at an attractive 23 times forward earnings, which is a discount compared to the Nasdaq-100 index's forward earnings multiple of 28, while the company continues to demonstrate robust growth [14].

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

MMMT Wealth is run by Oliver, a CPA working in the financial services sector mainly in private equity, hedge funds, and asset management. MMMT Wealth began in 2023 when Oliver started writing online mainly on X and Substack about investment strategies and stocks. His main aim is to gather insights from investor calls, presentations, financials, news and form an opinion on the stock looking mainly at a 3-5 year time horizon. Oliver is passionate about investing and understands that even 1 or 2 investments ca ...

SANTA CLARA, Calif., Feb. 11, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced the signing of a Letter of Intent (LOI) with the Commissariat à l'énergie atomique et aux énergies alternatives (CEA) of France to collaborate on the advanced technologies, component and system architectures that will shape the future of AI computing. The collaboration will leverage the strengths of both organizations to push the boundaries on energy-efficient systems needed to support the world's most compute-intensive ...