$Advanced Micro Devices(AMD)$ Would not touch AMD, if you want exposure to this it's a lot safer to get with $Taiwan Semiconductor Manufacturing(TSM)$ TSM, $KLA-Tencor(KLAC)$ KLAC, $ASML Holding NV(ASML)$ ASML, you're not hitching your boat to one specific company. TSM is going to be raising prices which means they make more money and AMD has less profit. AMD is having to discount chips to move them since we're in a cyclical PC downturn. Intel $Intel(INTC)$ is going to get extremely aggressive to claw back market share. there's just no good reason I can think of to own AMD over other choices
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments