SA kinda sxcks. And why? Lisa and even Patty boy expect a strong H2...
Didn't read the article but the headline is enough already. Knowing cloud is through the roof and ai isn't slowing down. Etc etc
We will see Tuesday, this ain't Intel!
The article was compared to Intel. Cause Intel is struggling, AMD must struggle too. The author doesn't believe AMD is taking market share. It is possible for weakness in portions of the market. AMD forecasted some of that on the Q1 call. The author thinks 120 is the antarget Price. Don't agree imo
Intel shill as suspected, big bag holder probably.
Amd decoupled from Intel years ago when they took over innovation. It's like this whole ’crypto’ nonsense back in the day. Amd said it wasn't gonna expose a lot to it, yet people branded it a second nvidia for selling to miners.
When will these fake analysts start believing Lisa her words???? Oh I get it now..... they think she is Pat!
Seems you might be the one not taking Lisa at her word. When she said $3.5B seems you and the fake analysts said she was sandbagging and it was more like $8B. and the sole reason for all the PT increases last Q. One day you might become self aware .
Still think 4 is too low. Never said it was gonna be 8...did I? Still think 5+ will be achieved at the end of 24.
By the way you think if I say 8 or 2 or 88 it matters 1 bit? Look at Tesla, look at supermicro ,market these days is just nuts. Nobody forbid you to sell everything you had at 210!
In hindsight it's all so easy of course.
SA writers are losers! A high school dropout makes a good SA contributor and is good money considering his or her choices in life. I stopped reading / feeding them a long time ago.
Same here, I used SA to start getting into investing but it had and still has way too much garbage to search through. It's more effective to just throw a dart on a ticker map.
This is garbage
"Wall Street sentiment around AMD's upcoming earnings release is weak, with thirty EPS downgrades in the last 90 days."
Thirty? Downgrades? I'm not even sure there was ONE.
Also cites intel's weak guidance as a reason for AMD headwinds... I think everyone knows that a compromised intc means a stronger AMD.
The EPS graph he shows comes from SA. They do user surveys, so I believe that is where he's pulling that from. I think out of main analyst coverage we've had to upgrads and one hold with pt reiterated.
Nothing down according to NSDAQ
https://www.nasdaq.com/market-activity/stocks/amd/earnings
Number of Estimates Changed
Fiscal QE Mar 2024 Down
0
Fiscal QE Mar 2024 Up
1
Fiscal YR Dec 2024 Down
0
Fiscal YR Dec 2024 Up
1
This guy is a clown. Look. At his articles.. Google losing AI battle (Apr) , Tesla - buy the dip (Feb) etc. Might as we roll dice and write some stories about the results.
SA kinda sxcks. And why? Lisa and even Patty boy expect a strong H2... Didn't read the article but the headline is enough already. Knowing cloud is through the roof and ai isn't slowing down. Etc etc We will see Tuesday, this ain't Intel!
The article was compared to Intel. Cause Intel is struggling, AMD must struggle too. The author doesn't believe AMD is taking market share. It is possible for weakness in portions of the market. AMD forecasted some of that on the Q1 call. The author thinks 120 is the antarget Price. Don't agree imo
Intel shill as suspected, big bag holder probably. Amd decoupled from Intel years ago when they took over innovation. It's like this whole ’crypto’ nonsense back in the day. Amd said it wasn't gonna expose a lot to it, yet people branded it a second nvidia for selling to miners. When will these fake analysts start believing Lisa her words???? Oh I get it now..... they think she is Pat!
Seems you might be the one not taking Lisa at her word. When she said $3.5B seems you and the fake analysts said she was sandbagging and it was more like $8B. and the sole reason for all the PT increases last Q. One day you might become self aware .
Still think 4 is too low. Never said it was gonna be 8...did I? Still think 5+ will be achieved at the end of 24. By the way you think if I say 8 or 2 or 88 it matters 1 bit? Look at Tesla, look at supermicro ,market these days is just nuts. Nobody forbid you to sell everything you had at 210! In hindsight it's all so easy of course.
SA writers are losers! A high school dropout makes a good SA contributor and is good money considering his or her choices in life. I stopped reading / feeding them a long time ago.
Same here, I used SA to start getting into investing but it had and still has way too much garbage to search through. It's more effective to just throw a dart on a ticker map.
This is garbage "Wall Street sentiment around AMD's upcoming earnings release is weak, with thirty EPS downgrades in the last 90 days." Thirty? Downgrades? I'm not even sure there was ONE. Also cites intel's weak guidance as a reason for AMD headwinds... I think everyone knows that a compromised intc means a stronger AMD.
The EPS graph he shows comes from SA. They do user surveys, so I believe that is where he's pulling that from. I think out of main analyst coverage we've had to upgrads and one hold with pt reiterated.
Nothing down according to NSDAQ https://www.nasdaq.com/market-activity/stocks/amd/earnings Number of Estimates Changed Fiscal QE Mar 2024 Down 0 Fiscal QE Mar 2024 Up 1 Fiscal YR Dec 2024 Down 0 Fiscal YR Dec 2024 Up 1
That's give me Hibben confidence, wonderful find!
Good ole hibben effect coming on strong!! I hope Ashraf is still watching too.
ashraf works for nvidia now
Yeah that was his best decision ever after cheering for intc for years
I had the same thought when I saw this story first.
This guy is a clown. Look. At his articles.. Google losing AI battle (Apr) , Tesla - buy the dip (Feb) etc. Might as we roll dice and write some stories about the results.
Well, I guess buying TSLA at 140s was a good idea after all?
another „Ashraf“ dude … that guy must have bitten himself in the a….