AMD: Sales will Skyrocket, the Stock will Follow

OguzO Capitalist
08-07

1.

$Advanced Micro Devices(AMD)$ is selling off because data center sales went down two quarters in a row..

It’s not a demand problem.

AMD is behind $NVIDIA(NVDA)$ in time to market. When AMD catches up, NVDA launches the next-gen design.

This is changing with MI400 series.

When NVDA launches Rubin, MI400 will follow shortly after to compete effectively.

It’s when we’ll see AMD meaningfully gain market share instead of feeding on breadcrumbs.

Sales will skyrocket, the stock will follow.

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2.

$Oscar Health, Inc.(OSCR)$ is so obvious at this point that it’s going vertical despite the earnings miss.

It’s simple:

Revenue grows 30% annually in the next 2 years and it achieves 3% net margin.

We will end up with $19 billion revenue and $570 million net income.

Slap 15 times earnings, we get an $8.5 billion business.

2.5x in two years.

You just need to be patient.

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