Lets hope they can make a dent in NVidea’s dominance on high end graphic cards in this generation (big navi). I dont really expect a 3080 price/performance competitor but lets hope they get close enough and even closer next year.
I just love the fact there CPU’s have stronger performance than Intel’s
hoping for this too! probably won’t happen this year tho. I’d settle for a “close in gap” on the high end Nvidia is at least few years ahead of the competition.
… but may be it is true and AMD found some alien tech somewhere and big navi will challenge 3090?
I don’t think intel will have a definite “drop” moment. They’ll probably become stale until they catch up technologically, loosing a bit of value on every earnings date. The dilemma for Intel is they’ll need to invest a lot more in R&D if they are going to catch up. That might mean cutting or completely eliminating their dividend, which will hit the stock price, increase their borrowing rates etc.
@Vedran both nvidia and amd are semiconductor stocks and they are very expensive, but they are not in an identical position.
nvidia is already TINA in high end graphics, their gains are mostly from cloud AI/compute expansions, and they can basically charge what ever they wish to for their high end cards.
AMD on the other hand has just a “slice” from the gargantuan CPU market, in all segments and there is huge opportunity for them to gain. This is not a “futuristic” view or vision. There already is an established market, if Player A does things better for cheaper it’ll get a bigger slice from the pie. Forward P/E is just “price / forecasted earnings” which is not enough alone to call it a buble (imo)
AMDs market share is 19.2%/19.9%/5.8% for desktop/mobile/server CPUs respectively. As long as intel keeps lagging there is a very realistic potential for AMD to double and triple its market share. Although this is not a duopoly AMD/Intel cover the vast majority of CPUs.
This is very true, it is a slow moving market and building momentum takes time and trust by OEM partners. But there are already signs of tides shifting, starting with the consoles. Dell, HP and Lenovo only started partnering with AMD in 2017 it has been like token 1-2 models per brand up until early 2020. They just started offering multitudes of models (especially after the success of mobile Ryzen 9 4000 series)
Then again, I have an average price of $20.5 for my current AMD holdings, so its a bit easier for me to cheer for AMD.
apparently I lied when I was replying to this. After seeing independent benchmarks of 5000 series CPUs from AMD today, I liquidated my entire pfizer positions and bought another big bag of AMD for at least to keep over mid-term (2-5 years)
Have you seen, how many times I’ve written about “being wrong about timing the market”
PFE is not the first time I did this, and I know its not going to be the last
on the other hand, I did this with my own judgement, I may very well be wrong about AMD in the mid term run of 5 years, but I don’t think I’ll loose much sleep over it.
a very side note. I don’t like any stock of mine growing over 5% of my portfolio. And at the moment AMD, NVDA, and STNE are waaay over that. If the Xilinx acquisition goes through (naturally I hold Xilinx as well) AMD will hit over 12% of my portfolio. So I already got a trim/sell target for AMD/NVDA but STNE, I don’t know… It feels like no price is right for trimming STNE.
The reason I believe the rumours are baseless is the very real growth potential STNE holds. If Amazon tries to buy it they’ll need to make a really huge offer. Also thinking some of the backers of STNE are world’s richest (i.e Warren Buffet 11%) they won’t get convinced by a small slice offered by amazon.
The post you’ve quoted from me mentions how bad I am with timing the market so I can’t really advise on this. IF I had money and wanted to buy something, I usually do without not caring too much about entry point.