AMD earnings are coming up and I think it has a good chance to beat expectations and the future of amd looks good and just wanted to know what everyone thinks about it
Intel has some heavy backlash right now, their 13th and 14th gen chips stability issues have made people go to amd instead of intel. In the PCMR subreddit the first comment people type when someone has a build with a intel chip 13th or 14th gen is something like "stability issue, bla bla, be careful, go 7800x3D"
Unlike nvidia amd still has a significant portion of their revenue stream come from gaming, so people complaining about intel is good for amd
Their gpu's are better value than nvidia and I see allot more people pick them now in my opinion. (for example the 7900GRE, 7800XT or 7900XT)
Posted by Low_Aardvark5465
28 Comments
Maybe SUPER long term its the play for the immediate future issa sell for IMO strong bearish evidence across the board and to be honest Nivida is the only one in the sector I’d strap onto for earnings.
Yeah.. you’re delusional from all the bags your holding at the moment 🤣
PCMR was already typing “just go 7800X3D” since it’s release so that’s nothing new.
Gaming GPUs are hardly relevant anyway (at least for Nvidia) and AMD always had slightly better value/price but they’re definitely not selling more, probably less than a few years back actually.
I’m not sure that intel’s 13th and 14th gen problems are going to translate into this quarter’s earnings, as people have been gaslighting and coping about it until just the last couple of weeks, when the whole lid got blown off the whole thing by independent investigations and insider leaks.
That said, these problems are bad. They will affect Intel for at least the next year if not longer.
I’ve got calls, I think it dipped too far to not buy before earnings
It’s AMD earnings so that usually means beat, raise, crash
I’ve been in the game a long time, mostly an AMD fanboi during my years of building my own PC etc. Usually great bang for the buck but nvidia has always been better in terms of performance and software support.
The emphasis is on the last part. Software. Nvidia dominates the market not only because of high performing GPUs but the whole infrastructure of CUDA computing through reliable software. Most third party developers that matter support CUDA, even though openGL works for the most part. Nvidia and AMD plays in different leagues. You can’t compare price/performance straight up. It doesn’t work like that.
I have 150c but we will see how it goes
Gaming is such a small market for nvidia/amd.. datacenters is the money maker
Dumps. Y missing guidance to 125$
It’s taking a huge dump right now. Buying opportunity or warning? Seems everything else kinda is too though.
QCOM, NVDA, AVGO are all down. So what ace trick does AMD have up its sleeve that it will go up?
Ahh yes, I remember my last earnings call got obliterated because it decided to go down first, won’t make the same mistake again
i have calls, why are you doing this to me
Definitely calls. They dipping so hard. Even if they get a 5% of Nvidias server gpu market they should rocket
Already all in 🙃 with all 100 euros I had 🤭
I bought AMDL
If AMD goes up, Intel comes down
If Intel goes up, AMD comes down
Didn’t AMD delay their 9000 series cpus?
Earnings are always a risk.
I love how Su Bae and friends are running AMD. It’s an engineers’ company that focuses on designing quality products, and they are managed incredibly financially conservatively (I like the word “prudent”). Their debt to equity ratio is microscopic, maybe the smallest in Big Tech. And they always invest their FCF in R&D before share buybacks.
You couple that with their competition being a bunch of chuckles who do the exact opposite of those, and I think AMD will be very secure as long as Su is in the chair.
But will that translate to making a lot of money *tomorrow*? Who the hell knows.
Long term, they are a buy. For weekly options, it’s the same as ever. You pay your money and take your chances.
Tech stocks can beat earning and still go down. If the earnings is not beat by a large amount
I think it will not be good. I am expecting a miss.
So….puts??
Lagging GPU + Ryzen 9000 series recall …what exactly is so positive?
IMHO the chance of growth could be there just by Intel slowly trimming its market share. All the rest is added bonuses.
Automatic money destroyer with calls
AMD stands for Advanced Money Destroyer
Every time an obvious earnings beat by a prominent tech company, the market (manipulators) suck up all the expected money moving around the earnings report and the share price does the exact opposite.