$Advanced Micro Devices(AMD)$ , the AI leader, released its fourth quarter report, and its shares fell 6.49% after hours.In the fourth quarter, AMD's revenue and profits are in line with expectations, but dragged down by PC, gaming, embedded segments, and poor guidance for the first quarter of 2024, causing investor concerns.Specifically, AMD's revenue was $6.168 billion in the fourth quarter, slightly exceeding analysts' expectations of $6.13 billion, an increase of 10.2% year-on-year, and an acceleration from 4.2% in the third quarter of last year:By segments, the revenue of data center was $2.28 billion, a 37.9% increase, slightly less than analysts expected $2.3 billion; Client segment revenue was $1.46 billion, up 61.8% year over year, missed

$Intel(INTC)$ loses 10 or 12 percent then lays there. $Advanced Micro Devices(AMD)$ loses then looks for more failure. A stark reality. AMD has No soul. It was stripped away by $NVIDIA Corp(NVDA)$ s wake.What a disappointed guidance! My dream of breaking $200 soon is gone. Now we may have to wait for at least 1 more quarter! $Alphabet(GOOG)$ certainly encountered the same situation.The fast & slow 1-day STOCH tangled in over-bought zone now started heading down! It may have to fill the gap at $146 (created on Jan 12) to comp

$Advanced Micro Devices(AMD)$ Every single analyst who maintained ratings, increased their price target. Even the analyst downgraded today increased the price target. They are not going to reverse their posisiton. Importantly, there is nothing negative in the earnings call for a thumbs down on AMD. Cooler head will prevail. Dr. Su is apppearing on CNBC tomorrow on Squawk on the Street. That will change. But prior to that, we will see some upgrade. After all Mi300 revenue is invreased from $2 to 3.5B plus. This is remarkable. leap.

Not clear why people are so nervous from both sides of the isle. It is expected to retract and launch fast. $Advanced Micro Devices(AMD)$ AI is future not past. Q4 and coming Q1 is based on what was built already for test runs by Cloud providers. Now what is being built, tested by providers will grow rapidly in next quarter. Obviously Lisa cannot give out those projections out of air. However, it is clear there is solid potential. I am sure no sensible investors would like loose out on that $400 B potential Lisa is talking about. Nvidia, AMD, Microsoft - Get in AI Stock or Get Out - TheStreet

$Advanced Micro Devices(AMD)$ I listened the conf. call again objectively wtihout any bias. It is a good call. Very good call. Su and Gene are saying that they will meet beyoun $3.5 Billions of Mi300; supply chain is secured to meet the challenge; their revenue is more on second half; they confident on meeting the goal; their margin is improving; they are confident in meeting $400B Market share by 2027.; $3.5-$4 is purely Mi300 silicon, memories- Not system.I dont see any negative in their conf. call Q&A.I anticipate some upgrades from Citi, Goldman, Piper Sandler, Cowen and Wells Fargo. Possible conviction recommendation from Goldman.Still up!!!

3 Semiconductor Stocks That Should Be on Every Investor’s Radar This Fall These companies are leading the semiconductor industry and investing in them while they trade at a discount will benefit you in the long-term. * Advanced Micro Devices (AMD): AMD will manage to expand its market share with MI300x.  * Qualcomm (QCOM): The 5G supply agreement with Apple will give a boost to the stock. * Taiwan Semiconductor (TSM): One of the best players in the industry, it will take home big gains with the rise in data center growth. While Nvidia (NASDAQ:NVDA) is already a leader and controls a large part of the market, there are other companies worth looking out for. These companies already have the innovation and tech and all they need to do is ramp up the manufacturing activities. Investing i

Nvidia chips are a must for AI, the rest are not supported...

$Advanced Micro Devices(AMD)$  I've never really understood why when a company beats estimates, we say the company did a good job and vice versa. When a weather forecaster correctly predicts rain, we dont say good job to Earth for making it rain, we say good job to the forecaster for accurately forecasting the weather. On this note, why then are people bearish on a company if its revenue did not meet estimates? Shouldn't it be based on the company's current and future performance?

Semicon play has been going on ages 

Nvidia is considered a good stock for several reasons: 1. Dominant Position in the GPU Market: Nvidia is the leading manufacturer of graphics processing units (GPUs) used in gaming, artificial intelligence (AI), data centers, and other high-performance computing applications. Its GPUs are widely recognized for their superior performance, energy efficiency, and advanced features. This dominant position allows Nvidia to command a significant market share and maintain strong pricing power. 2. Diversification and Growth Opportunities: Nvidia has successfully diversified its business beyond gaming into other high-growth sectors. Its GPUs are widely used in AI applications, including deep learning, autonomous vehicles, and robotics. Nvidia's acquisition of Mellanox Technologies further expanded

AMD - Is this the moment we have been waiting for? It is THE Day for AMD - whichever way you look at it. This is the day most have been waiting for. With all the earnings beat in names related to semis and Super Micro being the latest to beat expectations handily, the markets are now looking at AMD, the closest competitor to Nvidia. In fact Super Micro is as deeply entrenched in AI as Nvidia and AMD and the guidance was mind blowing. Could AMD follow up with something similar?  As mentioned in my article three articles back specifying AMD, AMD is like a rocket awaiting the green light. All the prior moves are just system checks and test runs to prepare for the next one. What they report after market close is the key. In fact I am expecting them to beat market expectations easily.

Guys think about it.... $NVIDIA Corp(NVDA)$ is more likely to lose market share because it is the monopoly right now.. Major AI companies don't wanna rely on a single AI chip supplier.. $Advanced Micro Devices(AMD)$ mi300 looks very promising and has been shipped to several companies already. if we have a good er and guidance, it is likely that AMD is going to gain a significant AI market share and this would drive Nvidia price down.... The forecasted AMD price at the end of 2024 is $315 - and the year to year change +114%. The rise from today to year-end: +78%. In the middle of 2024, we expect to see $267 per 1 AMD.

Everything is under control by Dr Lisa Su. It is up to her how great guidance she wants to provide. Base on my observation from past, he is conservative and reliable. She will provide a great guidance to align with current share price. I don’t think she likes to give a super super guidance because it will give more pressure for future quarters, which is not necessary for her. One thing is for sure, $Advanced Micro Devices(AMD)$ will reach at least $250 this year.

Anyone thought about what $Advanced Micro Devices(AMD)$ will be becoming in 5 years? AMD has big potential to become #1 semiconductor company. AMD has more broad product portfolio than $NVIDIA Corp(NVDA)$ . One most important product NVDA missed is FPGA. $Intel(INTC)$ will be shrinking to less than half size of current MC. Intel’s multiple gigantic fab factories will drag it to a lot debts.

I will be holding with my 6,000 shares. I want to be able to cash out much higher with long term gains, and we all know $Advanced Micro Devices(AMD)$ is going higher. I would just hold for the long term. Even if earnings don't blow it out of the water and they just match Wall street expectations, we already know future quarters are going to be great, so I don't see much risk in holding.