Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

For lack of a better description, Advanced Micro Devices (NASDAQ: AMD) stock fell off a cliff following the company’s latest earnings report and found itself 10.07% in the red on the daily chart once the February 5 morning bell rang.AMD stock 5-day price chart. Source: FinboldThe violent reaction is somewhat surprising as the semiconductor giant’s latest figures show the firm outperformed expert forecasts in terms of revenue – $7.66 billion instead of the predicted $7,53 billion – and earnings-per-share (EP ...

Lisa Su, chair and CEO of Advanced Micro Devices Inc., during the AMD Advancing AI event in San Jose, California, on Dec. 6, 2023.Advanced Micro Devices shares fell more than 10% on Wednesday after the chipmaker under-delivered on Wall Street's estimates for its important data center business.Shares traded at a 52-week low and were on pace for their worst session since October.AMD reported better-than-expected results on the top and bottom lines, but it also reported data center sales of $3.86 billion. That ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ) delivered a solid revenue beat and earnings in line with estimates, and yet, the stock is down close to 10% after hours.The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an econ ...

Here's our initial take on Advanced Micro Devices' (AMD 4.58%) fourth-quarter financial report.Key MetricsMetricQ4 2023Q4 2024Changevs. ExpectationsRevenue$6.17 billion$7.66 billion+24%BeatAdjusted earnings per share$0.77$1.09+42%MetData center revenue$2.28 billion$3.86 billion+69%n/aClient revenue$1.46 billion$2.31 billion+58%n/aData center and PC growthAMD's overall revenue shot up 24% year over year in the fourth quarter. The data center segment, which accounts for AMD's EPYC server CPUs and its Instinct ...

Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...

Last week, semiconductor stocks like Nvidia (NVDA 1.71%), Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepSeek had figured out how to train artificial intelligence (AI) models for a fraction of the cost of its American peers.Investors were concerned that DeepSeek's innovative approach would trigger a collapse in demand for graphics processors (GPUs) and other data center components, which are key to developing AI. However, those concern ...

Key TakeawaysAMD shares fell 9% in extended trading Tuesday after the chipmaker reported data center sales figures that came in below Wall Street estimates.The stock has trended sharply lower within a descending channel since falling below the 200-day moving average in October last year.Investors should watch major support levels on AMD's chart around $110, $95, and $81, while also monitoring a key overhead area near $130. Advanced Micro Devices (AMD) topped Wall Street’s fourth-quarter profit and revenue e ...

Core Viewpoint - Advanced Micro Devices Inc. (AMD) did not provide a specific revenue number or forecast for its AI chips in its latest earnings report, which has raised concerns among investors [1] Group 1: Earnings Report Impact - AMD shares fell 9% in after-hours trading following the earnings report [1] - Analysts had previously predicted that AMD would stop providing guidance for its MI300 family of AI-focused graphics chips [1]

Advanced Micro Devices, Inc. (NASDAQ: AMD ) (NEOE: AMD:CA ) reported positive Q4 results on Tuesday afternoon -- and yet, the stock fell in after-hours trading. Considering the steep share price decline over the last year that has madeHe is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “ ...