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Does this stock analyst have a clue about AMD?

JTaylor2005

Junior Member
Nov 27, 2018
3
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#1

Batmeat

Senior member
Feb 1, 2011
669
3
81
#2
Hmm. Makes me wonder if he got paid to write a negative analysis. Clearly he isn’t that educated on the semi conductor market , or perhaps he’s basing past experience to predict the future ?
 

JTaylor2005

Junior Member
Nov 27, 2018
3
1
36
#4
It's crazy how someone as random as that can have such an effect on a companies ability to grow. When that article was released the share prices fell $2.40! From one randomer that think's he knows it all :O
 

DisarmedDespot

Senior member
Jun 2, 2016
215
1
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#5
AMD's stock (and tech stocks in general, I assume) don't react rationally. When Polaris launched, AMD got a big boost. Now, Polaris wasn't bad (I liked my RX 480), but it wasn't great and didn't touch the high-end. Then when Ryzen launched and surpassed basically all expectations (even AMD's), the price dropped.
 

maddie

Platinum Member
Jul 18, 2010
2,200
63
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#6
It's crazy how someone as random as that can have such an effect on a companies ability to grow. When that article was released the share prices fell $2.40! From one randomer that think's he knows it all :O
Maybe that is what they wanted.
 

Adul

Elite Member
Oct 9, 1999
32,952
1
81
danny.tangtam.com
#7
its seeking alpha, just about anyone can write an article for them.
 
Apr 5, 2005
11,485
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#9
all of those articles from seeking alpha are written by know nothings who just want click bait. not just about amd, but for anything. beware!
 
Aug 11, 2008
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#11
Actually a lot of it makes sense. The price is very high compared to the minuscule earnings, and a huge amount of growth has already been priced in. The only advantage their cpus have is a cheap price, and the gpu business in in shambles. The only thing I disagree with is the recommendation to buy nVidia or Intel. I would avoid all three. Intel has serious problems, and nVidia and AMD have both already gone to the stratosphere.
 
Apr 27, 2000
10,192
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#12
Don't listen to stock analysts, especially when they discuss tech stocks. The only thing they understand is the business side of things. They might be able to accurately predict capital flows and sales, but their opinions about the technical merits of products are often . . . shall we say, misguided. So when a company releases a really good product, that product can shake up the market and dramatically shift sales/capital flows, which causes said stock analysts to look like idiots after the fact. At best, the Seeking Alpha guy is writing based on AMD product/sales performance from a period over the last 3-5 years. As we all know, anything having to do with AMD before 2017 is a mess.

The only advantage their cpus have is a cheap price.
You, sir, have a promising career ahead of you as a stock analyst.
 

piesquared

Golden Member
Oct 16, 2006
1,583
1
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#13
Does this forum sub have 'stock' or 'investor' anywhere in the title? Far as I can tell this is supposed to be a technology forum, i think the sub you are looking for is further down the page.
 

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