I Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?

InvestorPlace03-01

Advanced Micro Devices (AMD) continues to rise in Nvidia’s (NVDA) wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel (...

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一剑十年
·03-02
U can always buy them back!
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Sunshinekim
·03-01
I did the same. Sold it far too soon! 🥲
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Could This Chip Stock Be a Rocket to Riches?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-01 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) continues to rise in Nvidia’s (NVDA) wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel (...</p>\n\n<a href=\"https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/","article_id":"2416521788","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2416521788","pubTimestamp":1709294400,"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"Advanced Micro Devices  continues to rise in Nvidia’s  wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel .Since I sold my own shares of Advanced Micro Devices , the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.The reason is Artificial Intelligence . AMD’s Radeon Graphics Processing Units  are the chief alternative to Nvidia . While Nvidia has the largest share of the market, AMD is still doing well.My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “Microsoft  Windows” of AI. That software, called ZLUDA, is now open source.Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. 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It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.The reason is Artificial Intelligence (AI). AMD’s Radeon Graphics Processing Units (GPUs) are the chief alternative to Nvidia (NASDAQ:NVDA). While Nvidia has the largest share of the market, AMD is still doing well.My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “Microsoft (NASDAQ:MSFT) Windows” of AI. That software, called ZLUDA, is now open source.But I may have just missed a rocket ship.Your Moment of ZenWhile AMD can’t catch Nvidia in GPUs, it continues to gain share against Intel (NASDAQ:INTC) in Central Processing Units (CPUs), the chips that run most PCs.In the last quarter of 2023, AMD had over one-third of this key market.It’s still a key market because you can expect cloud upgrades to be followed quickly by client upgrades. Consumers and businesses will need faster machines to process the firehose of data AI applications will generate.AMD will go into volume production for Zen5, its latest desktop chip, in the third quarter of 2024. One clue that this is coming is that AMD CEO Lisa Su will keynote the June CompuTex show in Taiwan. Nvidia’s Jensen Huang had this gig last year, and it was quite a celebration. He’s from the ancient imperial capital of Tainan. So is Su, who turns out to be a distant cousin.Once the party ends, the battle with Intel will begin. Zen 5 chips will have circuit lines just 4 microns apart. It should come out ahead of Intel’s competing chip, giving AMD a lead on Christmas season sales. Su’s CompuTex visit won’t be all partying, because Taiwanese OEMs dominate PC assembly as well as chipmaking. That’s why CompuTex still exists while shows based in distribution, like Comdex, have disappeared.The AMD RocketOur Louis Navillier is among those who believe I sold AMD too soon.He believes a “second year of AI” is in the offing. Cloud upgrades still have room to run. You also need to add the potential of Zen. Can AMD continue to gain share against Intel?If Su can gain adequate supplies from the 3 micron process of Taiwan Semiconductor (NYSE:TSM), I think the answer is yes. TSMC should see Intel as a competitor for foundry customers and kicking it in the design market would make good business sense. Besides, Su is a fellow Taiwanese.This is going to be some business trip.Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at BestBuy (NYSE:BBY). Zen seems to stack up well even against Intel’s fastest upcoming chip, which is dubbed Arrow Lake.The Bottom LineMy own retirement account remains full of semiconductor makers, as you will see in the disclosure below. Given my age, and the need to move from speculation to safety for retirement, I don’t regret my decision to sell.But for a younger investor, in their 30s or 40s, AMD stock sets up nicely. It sells for 13 times last year’s revenue, but that’s a fraction of what Nvidia sells for. The price to earnings (PE) ratio looks ridiculous, but it’s coming off a lower-profit year and should do better with its new line-up.The upgrade cycle for AI is real, and AMD is positioned on both the server and client side to take full advantage of it. Those are good arguments for new money.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":279893345837320,"gmtCreate":1709354801536,"gmtModify":1709354806125,"author":{"id":"4094558139203490","authorId":"4094558139203490","name":"一剑十年","avatar":"https://static.tigerbbs.com/b8f7de04005acbfb8d0c9f3f2f6619d2","vip":1,"crmLevel":4,"crmLevelSwitch":1},"htmlText":"U can always buy them back!","listText":"U can always buy them back!","text":"U can always buy them back!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279893345837320","repostId":2416521788,"repostType":4,"repost":{"id":"2416521788","pubTimestamp":1709294400,"share":"https://www.laohu8.com/m/news/2416521788?lang=&edition=full","pubTime":"2024-03-01 20:00","market":"us","language":"en","title":"I Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?","url":"https://stock-news.laohu8.com/highlight/detail?id=2416521788","media":"InvestorPlace","summary":"Advanced Micro Devices  continues to rise in Nvidia’s  wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel .Since I sold my own shares of Advanced Micro Devices , the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.The reason is Artificial Intelligence . AMD’s Radeon Graphics Processing Units  are the chief alternative to Nvidia . While Nvidia has the largest share of the market, AMD is still doing well.My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “Microsoft  Windows” of AI. That software, called ZLUDA, is now open source.Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at BestBuy (NY","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Advanced Micro Devices</strong> (<strong>AMD</strong>) continues to rise in <strong>Nvidia’s</strong> (<strong>NVDA</strong>) wake.</p></li><li><p>It may move even faster when its Zen5 chip debuts this fall.</p></li><li><p>AMD has over one-third of the PC market that once belonged to <strong>Intel</strong> (<strong>INTC</strong>).</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28db74d3a1a187059baea809f8e9a6cc\" alt=\"Source: JHVEPhoto / Shutterstock.com\" title=\"Source: JHVEPhoto / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: JHVEPhoto / Shutterstock.com</span></p><p>Since I sold my own shares of <strong>Advanced Micro Devices</strong> (NASDAQ:<strong>AMD</strong>), the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.</p><p>The reason is Artificial Intelligence (<strong>AI</strong>). AMD’s Radeon Graphics Processing Units (GPUs) are the chief alternative to <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>). While Nvidia has the largest share of the market, AMD is still doing well.</p><p>My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “<strong>Microsoft </strong>(NASDAQ:<strong>MSFT</strong>) Windows” of AI. That software, called ZLUDA, is now open source.</p><p>But I may have just missed a rocket ship.</p><h2 id=\"id_2903982677\">Your Moment of Zen</h2><p>While AMD can’t catch Nvidia in GPUs, it continues to gain share against <strong>Intel </strong>(NASDAQ:<strong>INTC</strong>) in Central Processing Units (CPUs), the chips that run most PCs.</p><p>In the last quarter of 2023, AMD had over one-third of this key market.</p><p>It’s still a key market because you can expect cloud upgrades to be followed quickly by client upgrades. Consumers and businesses will need faster machines to process the firehose of data AI applications will generate.</p><p>AMD will go into volume production for Zen5, its latest desktop chip, in the third quarter of 2024. One clue that this is coming is that AMD CEO Lisa Su will keynote the June CompuTex show in Taiwan. Nvidia’s Jensen Huang had this gig last year, and it was quite a celebration. He’s from the ancient imperial capital of Tainan. So is Su, who turns out to be a distant cousin.</p><p>Once the party ends, the battle with Intel will begin. Zen 5 chips will have circuit lines just 4 microns apart. It should come out ahead of Intel’s competing chip, giving AMD a lead on Christmas season sales. Su’s CompuTex visit won’t be all partying, because Taiwanese OEMs dominate PC assembly as well as chipmaking. That’s why CompuTex still exists while shows based in distribution, like Comdex, have disappeared.</p><h2 id=\"id_3516371042\">The AMD Rocket</h2><p>Our Louis Navillier is among those who believe I sold AMD too soon.</p><p>He believes a “second year of AI” is in the offing. Cloud upgrades still have room to run. </p><p>You also need to add the potential of Zen. Can AMD continue to gain share against Intel?</p><p>If Su can gain adequate supplies from the 3 micron process of <strong>Taiwan Semiconductor</strong> (NYSE:<strong>TSM</strong>), I think the answer is yes. TSMC should see Intel as a competitor for foundry customers and kicking it in the design market would make good business sense. Besides, Su is a fellow Taiwanese.</p><p>This is going to be some business trip.</p><p>Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at <strong>BestBuy </strong>(NYSE:<strong>BBY</strong>). Zen seems to stack up well even against Intel’s fastest upcoming chip, which is dubbed Arrow Lake.</p><h2 id=\"id_2272759287\">The Bottom Line</h2><p>My own retirement account remains full of semiconductor makers, as you will see in the disclosure below. Given my age, and the need to move from speculation to safety for retirement, I don’t regret my decision to sell.</p><p>But for a younger investor, in their 30s or 40s, AMD stock sets up nicely. It sells for 13 times last year’s revenue, but that’s a fraction of what Nvidia sells for. The price to earnings (PE) ratio looks ridiculous, but it’s coming off a lower-profit year and should do better with its new line-up.</p><p>The upgrade cycle for AI is real, and AMD is positioned on both the server and client side to take full advantage of it. Those are good arguments for new money.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nI Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-01 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) continues to rise in Nvidia’s (NVDA) wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel (...</p>\n\n<a href=\"https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4538":"云计算","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4097":"系统软件","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","AMD":"美国超微公司","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4567":"ESG概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416521788","content_text":"Advanced Micro Devices (AMD) continues to rise in Nvidia’s (NVDA) wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel (INTC).Source: JHVEPhoto / Shutterstock.comSince I sold my own shares of Advanced Micro Devices (NASDAQ:AMD), the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.The reason is Artificial Intelligence (AI). AMD’s Radeon Graphics Processing Units (GPUs) are the chief alternative to Nvidia (NASDAQ:NVDA). While Nvidia has the largest share of the market, AMD is still doing well.My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “Microsoft (NASDAQ:MSFT) Windows” of AI. That software, called ZLUDA, is now open source.But I may have just missed a rocket ship.Your Moment of ZenWhile AMD can’t catch Nvidia in GPUs, it continues to gain share against Intel (NASDAQ:INTC) in Central Processing Units (CPUs), the chips that run most PCs.In the last quarter of 2023, AMD had over one-third of this key market.It’s still a key market because you can expect cloud upgrades to be followed quickly by client upgrades. Consumers and businesses will need faster machines to process the firehose of data AI applications will generate.AMD will go into volume production for Zen5, its latest desktop chip, in the third quarter of 2024. One clue that this is coming is that AMD CEO Lisa Su will keynote the June CompuTex show in Taiwan. Nvidia’s Jensen Huang had this gig last year, and it was quite a celebration. He’s from the ancient imperial capital of Tainan. So is Su, who turns out to be a distant cousin.Once the party ends, the battle with Intel will begin. Zen 5 chips will have circuit lines just 4 microns apart. It should come out ahead of Intel’s competing chip, giving AMD a lead on Christmas season sales. Su’s CompuTex visit won’t be all partying, because Taiwanese OEMs dominate PC assembly as well as chipmaking. That’s why CompuTex still exists while shows based in distribution, like Comdex, have disappeared.The AMD RocketOur Louis Navillier is among those who believe I sold AMD too soon.He believes a “second year of AI” is in the offing. Cloud upgrades still have room to run. You also need to add the potential of Zen. Can AMD continue to gain share against Intel?If Su can gain adequate supplies from the 3 micron process of Taiwan Semiconductor (NYSE:TSM), I think the answer is yes. TSMC should see Intel as a competitor for foundry customers and kicking it in the design market would make good business sense. Besides, Su is a fellow Taiwanese.This is going to be some business trip.Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at BestBuy (NYSE:BBY). Zen seems to stack up well even against Intel’s fastest upcoming chip, which is dubbed Arrow Lake.The Bottom LineMy own retirement account remains full of semiconductor makers, as you will see in the disclosure below. Given my age, and the need to move from speculation to safety for retirement, I don’t regret my decision to sell.But for a younger investor, in their 30s or 40s, AMD stock sets up nicely. It sells for 13 times last year’s revenue, but that’s a fraction of what Nvidia sells for. The price to earnings (PE) ratio looks ridiculous, but it’s coming off a lower-profit year and should do better with its new line-up.The upgrade cycle for AI is real, and AMD is positioned on both the server and client side to take full advantage of it. Those are good arguments for new money.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":279651119702072,"gmtCreate":1709295645081,"gmtModify":1709295649192,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":6,"crmLevelSwitch":1},"htmlText":"I did the same. Sold it far too soon! 🥲","listText":"I did the same. Sold it far too soon! 🥲","text":"I did the same. Sold it far too soon! 🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279651119702072","repostId":2416521788,"repostType":4,"repost":{"id":"2416521788","pubTimestamp":1709294400,"share":"https://www.laohu8.com/m/news/2416521788?lang=&edition=full","pubTime":"2024-03-01 20:00","market":"us","language":"en","title":"I Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?","url":"https://stock-news.laohu8.com/highlight/detail?id=2416521788","media":"InvestorPlace","summary":"Advanced Micro Devices  continues to rise in Nvidia’s  wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel .Since I sold my own shares of Advanced Micro Devices , the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.The reason is Artificial Intelligence . AMD’s Radeon Graphics Processing Units  are the chief alternative to Nvidia . While Nvidia has the largest share of the market, AMD is still doing well.My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “Microsoft  Windows” of AI. That software, called ZLUDA, is now open source.Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at BestBuy (NY","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Advanced Micro Devices</strong> (<strong>AMD</strong>) continues to rise in <strong>Nvidia’s</strong> (<strong>NVDA</strong>) wake.</p></li><li><p>It may move even faster when its Zen5 chip debuts this fall.</p></li><li><p>AMD has over one-third of the PC market that once belonged to <strong>Intel</strong> (<strong>INTC</strong>).</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28db74d3a1a187059baea809f8e9a6cc\" alt=\"Source: JHVEPhoto / Shutterstock.com\" title=\"Source: JHVEPhoto / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: JHVEPhoto / Shutterstock.com</span></p><p>Since I sold my own shares of <strong>Advanced Micro Devices</strong> (NASDAQ:<strong>AMD</strong>), the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.</p><p>The reason is Artificial Intelligence (<strong>AI</strong>). AMD’s Radeon Graphics Processing Units (GPUs) are the chief alternative to <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>). While Nvidia has the largest share of the market, AMD is still doing well.</p><p>My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “<strong>Microsoft </strong>(NASDAQ:<strong>MSFT</strong>) Windows” of AI. That software, called ZLUDA, is now open source.</p><p>But I may have just missed a rocket ship.</p><h2 id=\"id_2903982677\">Your Moment of Zen</h2><p>While AMD can’t catch Nvidia in GPUs, it continues to gain share against <strong>Intel </strong>(NASDAQ:<strong>INTC</strong>) in Central Processing Units (CPUs), the chips that run most PCs.</p><p>In the last quarter of 2023, AMD had over one-third of this key market.</p><p>It’s still a key market because you can expect cloud upgrades to be followed quickly by client upgrades. Consumers and businesses will need faster machines to process the firehose of data AI applications will generate.</p><p>AMD will go into volume production for Zen5, its latest desktop chip, in the third quarter of 2024. One clue that this is coming is that AMD CEO Lisa Su will keynote the June CompuTex show in Taiwan. Nvidia’s Jensen Huang had this gig last year, and it was quite a celebration. He’s from the ancient imperial capital of Tainan. So is Su, who turns out to be a distant cousin.</p><p>Once the party ends, the battle with Intel will begin. Zen 5 chips will have circuit lines just 4 microns apart. It should come out ahead of Intel’s competing chip, giving AMD a lead on Christmas season sales. Su’s CompuTex visit won’t be all partying, because Taiwanese OEMs dominate PC assembly as well as chipmaking. That’s why CompuTex still exists while shows based in distribution, like Comdex, have disappeared.</p><h2 id=\"id_3516371042\">The AMD Rocket</h2><p>Our Louis Navillier is among those who believe I sold AMD too soon.</p><p>He believes a “second year of AI” is in the offing. Cloud upgrades still have room to run. </p><p>You also need to add the potential of Zen. Can AMD continue to gain share against Intel?</p><p>If Su can gain adequate supplies from the 3 micron process of <strong>Taiwan Semiconductor</strong> (NYSE:<strong>TSM</strong>), I think the answer is yes. TSMC should see Intel as a competitor for foundry customers and kicking it in the design market would make good business sense. Besides, Su is a fellow Taiwanese.</p><p>This is going to be some business trip.</p><p>Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at <strong>BestBuy </strong>(NYSE:<strong>BBY</strong>). Zen seems to stack up well even against Intel’s fastest upcoming chip, which is dubbed Arrow Lake.</p><h2 id=\"id_2272759287\">The Bottom Line</h2><p>My own retirement account remains full of semiconductor makers, as you will see in the disclosure below. Given my age, and the need to move from speculation to safety for retirement, I don’t regret my decision to sell.</p><p>But for a younger investor, in their 30s or 40s, AMD stock sets up nicely. It sells for 13 times last year’s revenue, but that’s a fraction of what Nvidia sells for. The price to earnings (PE) ratio looks ridiculous, but it’s coming off a lower-profit year and should do better with its new line-up.</p><p>The upgrade cycle for AI is real, and AMD is positioned on both the server and client side to take full advantage of it. Those are good arguments for new money.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nI Sold AMD Too Soon. Could This Chip Stock Be a Rocket to Riches?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-01 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) continues to rise in Nvidia’s (NVDA) wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel (...</p>\n\n<a href=\"https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4538":"云计算","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4097":"系统软件","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","AMD":"美国超微公司","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4567":"ESG概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://investorplace.com/2024/02/i-sold-amd-too-soon-could-this-chip-stock-be-a-rocket-to-riches/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416521788","content_text":"Advanced Micro Devices (AMD) continues to rise in Nvidia’s (NVDA) wake.It may move even faster when its Zen5 chip debuts this fall.AMD has over one-third of the PC market that once belonged to Intel (INTC).Source: JHVEPhoto / Shutterstock.comSince I sold my own shares of Advanced Micro Devices (NASDAQ:AMD), the stock is up almost 10%. It’s up 19% for the year and 125% over the last 12 months. I think there’s more in store for AMD stock.The reason is Artificial Intelligence (AI). AMD’s Radeon Graphics Processing Units (GPUs) are the chief alternative to Nvidia (NASDAQ:NVDA). While Nvidia has the largest share of the market, AMD is still doing well.My own decision to sell was based on AMD’s lack of continuing support for an alternativer to the Nvidia CUDA software that’s the “Microsoft (NASDAQ:MSFT) Windows” of AI. That software, called ZLUDA, is now open source.But I may have just missed a rocket ship.Your Moment of ZenWhile AMD can’t catch Nvidia in GPUs, it continues to gain share against Intel (NASDAQ:INTC) in Central Processing Units (CPUs), the chips that run most PCs.In the last quarter of 2023, AMD had over one-third of this key market.It’s still a key market because you can expect cloud upgrades to be followed quickly by client upgrades. Consumers and businesses will need faster machines to process the firehose of data AI applications will generate.AMD will go into volume production for Zen5, its latest desktop chip, in the third quarter of 2024. One clue that this is coming is that AMD CEO Lisa Su will keynote the June CompuTex show in Taiwan. Nvidia’s Jensen Huang had this gig last year, and it was quite a celebration. He’s from the ancient imperial capital of Tainan. So is Su, who turns out to be a distant cousin.Once the party ends, the battle with Intel will begin. Zen 5 chips will have circuit lines just 4 microns apart. It should come out ahead of Intel’s competing chip, giving AMD a lead on Christmas season sales. Su’s CompuTex visit won’t be all partying, because Taiwanese OEMs dominate PC assembly as well as chipmaking. That’s why CompuTex still exists while shows based in distribution, like Comdex, have disappeared.The AMD RocketOur Louis Navillier is among those who believe I sold AMD too soon.He believes a “second year of AI” is in the offing. Cloud upgrades still have room to run. You also need to add the potential of Zen. Can AMD continue to gain share against Intel?If Su can gain adequate supplies from the 3 micron process of Taiwan Semiconductor (NYSE:TSM), I think the answer is yes. TSMC should see Intel as a competitor for foundry customers and kicking it in the design market would make good business sense. Besides, Su is a fellow Taiwanese.This is going to be some business trip.Early reviews are positive. The Zen5 will be faster than any previous AMD chip, and it will plug into older hardware. This means your gamer son won’t necessarily have to get an entirely new machine at BestBuy (NYSE:BBY). Zen seems to stack up well even against Intel’s fastest upcoming chip, which is dubbed Arrow Lake.The Bottom LineMy own retirement account remains full of semiconductor makers, as you will see in the disclosure below. Given my age, and the need to move from speculation to safety for retirement, I don’t regret my decision to sell.But for a younger investor, in their 30s or 40s, AMD stock sets up nicely. It sells for 13 times last year’s revenue, but that’s a fraction of what Nvidia sells for. The price to earnings (PE) ratio looks ridiculous, but it’s coming off a lower-profit year and should do better with its new line-up.The upgrade cycle for AI is real, and AMD is positioned on both the server and client side to take full advantage of it. Those are good arguments for new money.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":28,"commentSize":2,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}