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[GregLombardi]

See here.

I recognize they've improved their graphics drivers and their product offerings significantly since I completely abandoned them as a consumer a few years ago, but have they really turned their core offerings around in the minds of gamers and otherwise, etc.?

I'm a finance guy and investors seem more excited about their prospects than I can understand with clarity.

 

[tuxfool]

They're slowly clawing their way back to profitability and that is even before their marquee products are launching this year.

 

[chaobreaker]

I heard their low-price cards have gotten pretty good so maybe that's it?

 

[Muzicfreq]

consoles

 

[Dynomutt]

Scorpio.

 

[PantsuJo]

Scorpio.

Official GAF meme

 

[zerokoolpsx]

Cpu for the consoles with the exception of the Switch.

 

[Abstrusity]

Ahahaha! I bought in at mid-3s per share and now it's worth more than four times that!

#winning

Spoiler

Almost sold when it dipped last year

 

[jryeje29]

Gawwwwh hearing this is so crazy to me because I remember when the stock was under $2 and I had about 2 grand in them at the time but then my car was totaled and I had to pool all my funds to buy a new one and I swear the same day I was getting the new one registered the stock began to shoot up leading to the crazy year it had. Even though it was two grand I could've made serious money for me which I've never been able to do before through stocks.

 

[Earthbound64]

See here.

There's an article referenced from your link titled:
"Why Shares of Advanced Micro Devices Inc. Quadrupled in 2016"

Seems that would be a good place to start.

 

[Timeless]

Gawwwwh hearing this is so crazy to me because I remember when the stock was under $2 and I had about 2 grand in them at the time but then my car was totaled and I had to pool all my funds to buy a new one and I swear the same day I was getting the new one registered the stock began to shoot up leading to the crazy year it had. Even though it was two grand I could've made serious money for me which I've never been able to do before through stocks.

That would have been a horrible gamble. There were little indications AMD would recover.

 

[kaiyo]

Ahahaha! I bought in at mid-3s per share and now it's worth more than four times that!

#winning

Spoiler

Almost sold when it dipped last year

I sold when it dipped last year

 

[ColdPizza]

They have a deal with Alibaba to provide gfx cards for their cloud services. This stock will shoot to $100 eventually like nvidia did. This isn't just about their retail sales.

 

[GregLombardi]

There's an article referenced from your link titled:
"Why Shares of Advanced Micro Devices Inc. Quadrupled in 2016"

Seems that would be a good place to start.

Yeah some of those sorts of links are clickbait IMO though. I've looked into it a little bit, no one can truly identify with clarity the full reasons for such a jump in a stock. In theory, if they were clawing back to profitability, the market should have identified that earlier than they did or worked the probability into the initial stock price. Markets are fickle though.

 

[Shao Kahn Brewing a Stew]

Damn, there was some money to be made here...

 

[jryeje29]

That would have been a horrible gamble. There were little indications AMD would recover.

Yeah on the inside I know and agree but still seeing 580% doesn't help much 😅

 

[pretty done]

Great news for those who don't like monopolies. I hope their nextgen cards are good because I just got a 1440p 1ms monitor that also happens to have FreeSync.

Tried it a little bit on GTA5 and wow, I was blown away. Was able to max out GTA5 @ 1440p (put foliage to high) on a 290x and it wasn't feeling laggy at all. The technology really is something else. Would definitely stick with AMD if their next line of cards are good just for the FS support. I've got a feeling the stocks have more to do with consoles (PS4 Pro, Scorpio?) but good news is good news. Grats AMD.

 

[grumble]

It's mostly the Ryzen chip. People see it as maybe getting to 10% market share going forward, which would be huge. It's tuned well for servers too. Will have to see once it launches.

Vega also has people excited. If they make a dent in Nvidia then they could also generate some decent cash flow.

Overall it's looking like it could be a profitable company soon too, which would be a long time coming. It's a call on getting a small but much improved market share. It's priced at about 5-10% of the market.

 

[fastmower]

I made an easy $100 by buying at $2.50 a share. Yeah I know I'm a high roller.

 

[Akuun]

I have no idea how AMD does it. It's been on death watch for years, but it keeps continuing somehow.

 

[ronco2000]

I made an easy $100 by buying at $2.50 a share. Yeah I know I'm a high roller.

Lucky.

 

[rokkerkory]

Damnit was gonna buy when it hit $9 again doesn't look like it any time soon.

 

[Permanently A]

 

[ronco2000]

Lucky.

 

[dr_rus]

Dirt cheap base level, good expectations for Zen putting them back into x86 CPU game and continuing improvements to their spendings. Mostly the former though - their stock was so low that it had no other options than to go up or go bust.

I have no idea how AMD does it. It's been on death watch for years, but it keeps continuing somehow.

They are not out of the woods yet.

 

[wumster3000]

consoles

No even buddy. Consoles don't bring that much money to AMD. Look up some possible rumors of them joining forces with a company.

 

[Papacheeks]

Dirt cheap base level, good expectations for Zen putting them back into x86 CPU game and continuing improvements to their spendings. Mostly the former though - their stock was so low that it had no other options than to go up or go bust.



They are not out of the woods yet.

And right on time as usual in any positive thread about AMD.

 

[PnCIa]

Zen looks very promising. Rumor has it that Intel feels threatend enough to do a Kaby-Lake makeover.
Also the stock was so low...there was no way but up essentially.

A lot is riding on Zens success, but we can hope that this will break Intel dominance at least enough to get a competition going again.

 

[Zaraki_Kenpachi]

See here.

I recognize they've improved their graphics drivers and their product offerings significantly since I completely abandoned them as a consumer a few years ago, but have they really turned their core offerings around in the minds of gamers and otherwise, etc.?

I'm a finance guy and investors seem more excited about their prospects than I can understand with clarity.

What do you do as a finance guy?

 

[Fularu]

And right on time as usual in any positive thread about AMD.

Are you surprised?

 

[Delusibeta]

You know the phrase "buy on rumours, sell on news"? Zen has been rumoured and hyped for years now. Finally, we will soon see whether or not Zen is a worthwhile chip.

 

[The Horror the horror]

Zen looks very promising. Rumor has it that Intel feels threatend enough to do a Kaby-Lake makeover.
Also the stock was so low...there was no way but up essentially.

A lot is riding on Zens success, but we can hope that this will break Intel dominance at least enough to get a competition going again.

I've lost money thinking that same thing with other stock (e.g., Leapfrog).

 

[Papacheeks]

Are you surprised?

LOL no not really. Just wish for once he didn't try to spin it into doom for AMD. "Their not out the woods yet"

Or their stock was so low there was no other direction but up, it's like not even giving credit that they launched a product people responded well to.

 

[tsab]

Must be because WiiU stopped production XD

Joke aside, PS4 pro and Scorpio, (at least) low-mid tier cards selling nicely and also improved driver support seems to paid off

 

[tapedeck]

Scorpio.

.

 

[PhillMeCream]

Still worth investing ?

 

[ronco2000]

Up 11% today so far...get on the train...hopefully doesn't derail lol

 

[Saro]

Intel GPU deal, ryzen, and better than predicted earnings. I jumped in at $9.09 and could not be happier.

 

[Fularu]

LOL no not really. Just wish for once he didn't try to spin it into doom for AMD. "Their not out the woods yet"

Or their stock was so low there was no other direction but up, it's like not even giving credit that they launched a product people responded well to.

Just put him on ignore along with U_S and live a happy AMD life

 

[chaosblade]

Still worth investing ?

Hard to say, without looking they are probably sitting at a 10-15 year high. That makes it a really risky buy. Who knows where it will go though.

 

[CryptiK]

Its ok it'll take the normal dive once the new CPUs release.

 

[K.Jack]

Still worth investing ?

If Ryzen is another Bulldozer, you'd be in big trouble.

 

[AColdDay]

AMD rules, I switched over to Nvidia this cycle (because AMD doesn't have an equivalent for the 1070 power tier) and I have been totally underwhelmed. I hope that I can switch back on my next upgrade.

 

[miller.skippins]

context is key....AMD is so cheap in early 2016 and quadrupling seems like more than possible......also remember, AMD has ALOT of debt.....more than the industry average......for anyone else, DO NOT buy and i don't think AMD will ever go beyond $15.

not to piss on the AMD party here here's my NVDA portfolio, a company with ZERO debt, BILLIONS in cash, and dividends for investors....all eyes on nvidia this thursday earning call....last quarter earning call and crazy rally is some of the craziest i've ever seen..

 

[Euler007]

-409 P/E ratio for 2017, estimated 45.48 PE for 2018. Intel is trading at 12.5 PE ratio. This is full-on speculative, great for people that were on the train that took off. Couldn't recommend anyone getting on right now.

 

[Thraktor]

There are likely a few different reasons for it:

• Profitability has been improving at a better than expected rate before introducing their new Ryzen CPUs and Vega GPUs, which means investors have more confidence in Lisa Su's management and are treating the company as less risky.
• The desktop Ryzen chips releasing in the next couple of months are being released into a high margin market (HEDT) where AMD currently has effectively zero marketshare. No matter what the sales are they'll be up over the last few years (as anything is higher than zero).
• These also give them an avenue back into the server market, which they've historically had a big presence in, but haven't had products suitable for for several years. It's also another high-margin market.
• The 24 and 32 core Naples chips are also due in the next few months, giving them options for high-end servers and HPC. Again, a high-margin market they have no marketshare in.
• Early info on Ryzen not only suggests that they're much closer in performance to Intel than they've been in years, but it also indicates that energy efficiency has improved drastically, with AMD chips coming in under equivalent Intel chips in TDP. This bodes well not only for forthcoming laptop chips (which is the bulk of the PC market), but also for server/HPC, where power efficiency is pretty important.
• There's been a big increase in interest in neural networks over the past couple of years, and Nvidia has attributed a large part of their record growth this past year to chips used for neural nets. AMD is well placed to also get a foothold into the market as it grows, and have already announced a line of neural net focussed cards under their new Instinct brand. The first Vega product officially announced was the Instinct MI25, and it (and future Instinct cards) will benefit significantly from Vega's support for double-rate FP16 and quad-rate INT8 operations, which are used extensively in deep learning applications. Once again this is likely to be a very high-margin market.
• AMD have revealed a number of new semi-custom/licensing deals over the past year. Obviously there's PS4Pro and Scorpio, but they've also a big Chinese listening deal which should bring good long-term revenue. Lastly, there's a new GPU licensing deal with Intel. This is likely just patent licensing (Intel aren't going to ship with Radeon iGPUs like some people seem to think), but it still means AMD gets royalties from every single consumer chip Intel sells.

TL,DR: The products they're releasing this year give them avenues into several high-margin markets without cannibalising their existing product lines. Plus, good licensing deals ensuring low-risk revenue over the next few years.

 

[Delusibeta]

Still worth investing ?

I'd say no right now, honestly. Zen reviews will likely result in a steep drop in the stock price, regardless of the contents of said reviews. That said, if aforementioned reviews are generally positive, then that would be a decent time to jump in.

 

[TetraGenesis]

I need to start playing the stock market.

 

[Dreamgazer]

Still worth investing ?

Depends on what you're expecting.
It might grow a few more dollars, but don't expect to double or triple your money.

 

[wumster3000]

Intel GPU deal, ryzen, and better than predicted earnings. I jumped in at $9.09 and could not be happier.

Jumped in at $1.80 something. AMD is too big to fail. That low, you should buy. Someone would buy them before they fold.

I need to start playing the stock market.

Yes you should. You will never see a return this size from any bank. Just be mindful of your investments and portfolio. Buy what you feel is good. Research and look at trends. Some stock you hold on to, some you quick sell.