1Semana·

And again 10K of yesterday's profit invested!

After my big $HIMS (+2,68%) yesterday, my limit order to buy was triggered today at a price of $AMD (-2,39%) at a price of € 137.

Nice dip after reasonable earnings and a call with a good outlook for the coming years. I will probably $NVDA (-1,45%) I will probably increase to 10K in case of weakness so that I am well positioned for the future in the semiconductor sector.

Have you bought $AMD (-2,39%) bought more today?

what do you think of the quarterly figures yesterday?

Greetings Bubu 🫡

06.08

AMD

Comprado x73 em € 137,01

€ 10.002,00

10 Comentários

Maximilian@Max095

1Semana

Good buy!🚀 $AMD is my largest single position.

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Bubu@Bubu_98

1Semana

@Max095 very nice things have been going well lately 😂💪

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Rob@Fanatics

For me too 🤙

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Alex@Scrollymoly

1Semana

$AMD Everyone knows "Advanced Money Destroyer" 😉

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Bubu@Bubu_98

1Semana

@Scrollymoly Advanced Money Duplicator 😂

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SP@spellwan

1Semana

"AMD reported $872 million in net income. But that number was almost entirely artificial—padded by an $834 million one-time tax reserve release and a $104 million gain from discontinued operations. Strip those out, and the company posted a pre-tax loss.

Management also touted strong cash flow. But a deeper look reveals the “cash” came from selling off future revenues—literally factoring receivables to pull money into the current quarter. That trick alone added $330 million. They also delayed $836 million in payments to vendors, inflating the optics of free cash flow. Artificially boosting cash flow by factoring receivables and delaying vendor payments distorts the true health of the business—and creates the illusion of strength while masking underlying weakness."
@1CoastalJournal

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JKB@jkbdagun

1Semana

Gracious purchase my friend. Just bought some more as well 👌🏼

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bull_investor_1998@bull_investor_1998

1Semana

@Bubu_98 Would you rather buy AMD at a current price of €137 or Alphabet?

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Bubu@Bubu_98

1Semana

@bull_investor_1998 Alphabet always works. But I already have a good 5% in my portfolio, which is why I bought AMD today.

In general, I feel Alphabet is more than the safe 10% p.a. number in contrast to AMD, but I like risk.

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K@TechNav

1Semana

At that price, you are buying an EV/FCF ratio of 102! So a huge future cash flow is already fully priced in! At this point, I'll just say: good luck with it

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