AMD: What Will Happen Next?

Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats.

Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser]

$NVIDIA Corp(NVDA)$ ?Should already be above $520 and imo will be within days, burying all the "geniuses" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the run rate up over 100% again ftm -- and the stock is trading at less than 28x ftm eps? This is what you might call wealthbuilding 101, or plain goofy cheap to put it in the vernacular.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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Semiconductors are the foundation of contemporary electronics. \nWhat companies in your watchlist? Do you have special comments to share?","image":"https://community-static.tradeup.com/news/4d390e1ef8b537c72a7fc9aa69c83989"}],"images":[{"img":"https://community-static.tradeup.com/news/4d2defa57f581ef067d655ff2a67c206","width":"500","height":"355"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/4d2defa57f581ef067d655ff2a67c206","width":"500","height":"355"}],"title":"AMD: What Will Happen Next?","html":"<html><head></head><body> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats. Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser] <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> ?Should already be above $520 and imo will be within days, burying all the \"geniuses\" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the run rate up over 100% again ftm -- and the stock is trading at less than 28x ftm eps? This is what you might call wealthbuilding 101, or plain goofy cheap to put it in the vernacular.<img src=\"https://community-static.tradeup.com/news/4d2defa57f581ef067d655ff2a67c206\" tg-width=\"500\" tg-height=\"355\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats. Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser] <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> ?Should already be above $520 and imo will be within days, burying all the \"geniuses\" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the run rate up over 100% again ftm -- and the stock is trading at less than 28x ftm eps? This is what you might call wealthbuilding 101, or plain goofy cheap to put it in the vernacular.<img src=\"https://community-static.tradeup.com/news/4d2defa57f581ef067d655ff2a67c206\" tg-width=\"500\" tg-height=\"355\"></body></html>","text":"$Advanced Micro Devices(AMD)$ Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats. Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser] $NVIDIA Corp(NVDA)$ ?Should already be above $520 and imo will be within days, burying all the \"geniuses\" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the run rate up over 100% again ftm -- and the stock is trading at less than 28x ftm eps? 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