18H·

AMD performance leadership crown

$AMD (+3,01 %)

$AMD (+3,01 %) is the performance leader in supercomputers, data centers, consoles, desktops, laptops and AI PCs 🚀

Great marketing, figures and prospects will be exciting ✌️

6 Comentarios

Chris@Multibagger

17H

However, if you look at the share price performance over the last 12 months, investors seem to see things differently. The share has lost almost 2/3 of its value. For those getting in now, it could be an opportunity. For those who bought a year ago, it is more of a small consolation, proving that good marketing does not necessarily lead to better sales and profits and thus rising share prices.

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BamBamInvest@BamBamInvest

16H

@Multibagger Absolutely right, as am I. The future will tell. The potential in the interference market is great, let's see if they can maintain the growth in the data center sector. For me, the valuation was not expensive even then. We will see.

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PikaPika0105@PikaPika0105

15H

Unfortunately, one word is missing: energy efficiency or energy saving. Nobody is interested in the fastest processor if they consume an infinite amount of expensive power. This is why AMD will quickly lose its data center market share to ARM, which is now entering the data center CPU market. They will have great difficulty competing with ARM.

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BamBamInvest@BamBamInvest

15H

@PikaPika0105 We will see, I think there is enough room for both and many US companies will not switch to ARM just like that.

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PikaPika0105@PikaPika0105

15H

@BamBamInvest It will also be crucial to see who the large infrastructure contracts for data centers will go to and which provider the large private data center providers will choose. With Stargate, you can be sure that everything will go to ARM.

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BamBamInvest@BamBamInvest

@PikaPika0105 That's right, but to be honest I'm not very worried about $AMD.

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