$Advanced Micro Devices(AMD)$

2
1
Favorite

$Advanced Micro Devices(AMD)$ AMD doesn't have the breadth, scale or first mover advantage in either CPU's or GPU's for both client and the DC. It can't continue to fight on two fronts out funded and outgunned by laser focused competitors. And let's not forget to consider, for a moment, the possibility that this AI train is likely to completely derail. Even the biggest proponents like $Microsoft(MSFT)$ are beginning to temper expectations around AI revenue and move the goal posts the best they can. There are numerous headwinds building for AMD.

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.

Report

Comment（1）

Top
Latest

jislandfund
·11-01
maft got fingers burnt on costs. sour grapes?
Reply
Like
Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":365936117538896,"tweetId":"365936117538896","gmtCreate":1730365845587,"gmtModify":1730365850319,"author":{"id":3479274690190267,"idStr":"3479274690190267","authorId":3479274690190267,"authorIdStr":"3479274690190267","name":"zippiee","avatar":"https://static.tigerbbs.com/11480f146f791cea868b6a2ad548e628","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":227,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <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=\"0\"></v-v>AMD doesn't have the breadth, scale or first mover advantage in either CPU's or GPU's for both client and the DC. It can't continue to fight on two fronts out funded and outgunned by laser focused competitors. And let's not forget to consider, for a moment, the possibility that this AI train is likely to completely derail. Even the biggest proponents like  <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  are beginning to temper expectations around AI revenue and move the goal posts the best they can. There are numerous headwinds building for AMD.</p></body></html>","htmlText":"<html><head></head><body><p> <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=\"0\"></v-v>AMD doesn't have the breadth, scale or first mover advantage in either CPU's or GPU's for both client and the DC. It can't continue to fight on two fronts out funded and outgunned by laser focused competitors. And let's not forget to consider, for a moment, the possibility that this AI train is likely to completely derail. Even the biggest proponents like  <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  are beginning to temper expectations around AI revenue and move the goal posts the best they can. There are numerous headwinds building for AMD.</p></body></html>","text":"$Advanced Micro Devices(AMD)$ AMD doesn't have the breadth, scale or first mover advantage in either CPU's or GPU's for both client and the DC. It can't continue to fight on two fronts out funded and outgunned by laser focused competitors. And let's not forget to consider, for a moment, the possibility that this AI train is likely to completely derail. Even the biggest proponents like $Microsoft(MSFT)$ are beginning to temper expectations around AI revenue and move the goal posts the best they can. There are numerous headwinds building for AMD.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/365936117538896","repostId":0,"isVote":1,"tweetType":1,"viewCount":245,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":461,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":366347100995816,"commentId":"366347100995816","gmtCreate":1730448627858,"gmtModify":1730448632800,"authorId":4186496110989302,"author":{"id":4186496110989302,"idStr":"4186496110989302","authorId":4186496110989302,"name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":365936117538896,"objectIdStr":"365936117538896","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"maft got fingers burnt on costs. sour grapes?","text":"maft got fingers burnt on costs. sour grapes?","html":"maft got fingers burnt on costs. sour grapes?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}