$AMD(AMD)$ I am long for AMD.

2022-02-03

$AMD(AMD)$ I am long for AMD. Imagine, in start of year Lisa has forecasted 31% growth in 2022, that should count as the Low ball number, as for the one that has followed Lisa, u know she is conservative in giving estimate, that is, only commit what she already can achieved, not the one that she is driving the organisation to achieve.
Based on the forecast of 31% growth in 2022, and 51% gross margin, the combine AMD after Xilinx acquisition, will be at $25.5B with GM of 54%. If Lisa able to show magic as she does in 2021, with 60% growth in 2022 with GM of 52%, the new AMD will be over the $30B in revenue, with GM of 55%! With the new AMD, thru Xilinx portfolio in Automotive as well as in mobile sectors, what u think our Lisa can do to bring a $30B with 55% GM company to? I think AMD end of this year with price target of $200 is a given, with the new narrative directed by Lisa, I won’t surprise AMD market cap will achieve $500B!

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