Stocks across industries have suffered in recent times, amid concerns that President Trump's tariffs on imports would crush earnings and economic growth. But investors have been particularly worried about technology companies as many rely on producing their goods abroad.
I reiterate my "Strong Buy" rating for AMD, citing massive undervaluation and strong growth prospects in AI and data center markets despite recent stock underperformance. AMD's Q4 revenue of ~$7.6 billion and EPS of $1.09 beat expectations, driven by significant growth in the data center segment. The potential $800 million tariff-related charge is manageable, with AMD's diversification and stro...
Advanced Micro Devices, Inc. faces a potential $800 million charge due to new U.S. export controls on AI GPUs to China, impacting up to $1.6 billion in revenue. Despite this setback, AI GPU demand remains robust, with AMD securing major orders, including a $2+ billion contract with Oracle. AMD stock is undervalued trading at just 15x '26 consensus EPS estimates, with potential for far higher ea...
Advanced Micro Devices, Inc. is the value pick of the current market sell-off and the new U.S. restrictions just made it that much more attractive. AMD stock is about to repeat its 2022 rally, in my opinion, and all the worst news is already priced into the stock. AMD's stock is trading at its lowest valuation since 2022, with a forward PE of 19x and below all its EMAs at $88.2 per share, signa...
Shares of Advanced Micro Devices ( NASDAQ:AMD ) have been battered over the past month, losing -16.34% and compounding their year-to-date and one-year losses to -27.47% and 43.20%, respectively.
Buying and holding solid stocks for a long time is a tried-and-tested way of making money in the stock market, as this strategy helps investors capitalize on secular growth opportunities and disruptive trends while also allowing them to benefit from the power of compounding.
The chip stocks that I follow look a bit sideways in the early hours of the Thursday session, as the markets continue to try to get an idea of how things are going to play out with the tariff war, especially between the Chinese and the Americans.
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