1Sem.·

Why I am now investing heavily in $AMD (-0,35 %) and expect a doubling


I have decided to build a larger position in $AMD (-0,35 %) (Advanced Micro Devices) as I am convinced that the company is on the verge of a significant growth phase. Here are my main reasons:


1. market leadership in the chip sector


$AMD (-0,35 %) has in recent years $INTC (+1,8 %) in many areas, particularly in high-performance CPUs and GPUs. Their new Zen architectures and RDNA chipsets continue to set the standard. With the growing demand for AI hardware and data centers will $AMD (-0,35 %) continue to benefit.


2 AI boom and data centers


The AI revolution is in full swing and AMD is well positioned to gain market share through server processors and GPUs. The competitive pressure from $NVDA (+2,01 %) is high, but $AMD (-0,35 %) often offers better value for money and could benefit from growing demand.


3. solid fundamentals and attractive valuation


$AMD (-0,35 %) has recorded strong sales and earnings growth in recent years. After the recent market correction, the valuation now seems attractive again, especially compared to other tech giants such as $NVDA (+2,01 %)


4. partnerships and future projects


Through strategic partnerships with companies such as $MSFT (-1,05 %) , $SONY (+1,01 %) and the major cloud providers, the company secures $AMD (-0,35 %) long-term revenue streams. The foray into the field of AI accelerators and custom chips is also very promising.


5 Technical analysis suggests a trend reversal


From a technical perspective $AMD (-0,35 %) stabilized after the recent correction. The support lines are holding and there are signs of a possible upward trend. A retest of the all-time highs appears to be within reach.


Conclusion:


$AMD (-0,35 %) combines strong growth potential with a currently attractive valuation and long-term growth drivers such as AI, gaming and data centers. I am convinced that we could see a doubling of the share price in the coming months - and now seems to be an ideal time to get in.


What do you think? Please share your opinion! 🚀

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28 Commentaires

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I also see potential in the future. Thank you for your insight.
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I'd like to pick them up a bit cheaper, I'll wait and if it doesn't work out, tough luck ☺️ but no real strong reaction today, I think we'll see even lower prices. ✌️
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Warrants
until 2027 is set
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All legitimate points, but I was convinced by point 5. I looked at the chart myself and it looks pretty good.
I bought
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thanks for your opinion
I am in $LRCX
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So highly valued. Fair at 90 Eus. 1st tranche possibly at 80
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Yesterday, Bank of America canceled its buy recommendation for AMD and significantly lowered its price target from 180$ to 155$. Just for your information.
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"After the last correction, the valuation seems attractive again" - I would be interested to know how you measure the value of $AMD here? The P/E ratio of 114 seems to be anything but cheap, and even compared to $NVDA, I don't see AMD as more favorably valued, but rather more expensive.
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Also bought a couple yesterday 💪🏻
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