AMD is undervalued | All the bullish signs

AMD and a 1100% run up in the last 3 years, Reasons AMD is STILL Undervalued:

AMD’s current stock price ($26.98) is quite undervalued relative to future potential. In the next 2.5 years, an AMD stock price of $100+ is possible.

AMD 2017 Achievements Will Give An Upside To Stocks In 2018

AMD 2017 Achievements Will Give An Upside To Stocks In 2018 – credit by AMD

AMD has a 40 year history and for the most part deserved a lot of negative sentiment in the last decade prior to 2017. AMD was a distant second place to Intel in the PC market. Nvidia had an advantage in gaming GPUs and AI processing. AMD lost money and was in precarious financial condition in 2016, so much so bankruptcy was a real concern and stock price went as low as 1.81. AMD stock stayed sub-16 for more than a decade. Still today AMD is under-owned by institutional investors relative to it’s main competitors(data from Yahoo finance): AMD owned by 692 institutions, INTC owned by 2861 institutions, NVDA owned by 1759 institutions. (seekingalpha)

In early 2018 we reported on many things we thought as bullish in 2018 for AMD such as datacenters and ryzen cpus and also the mining craze. But what are the new and upcoming bullish signs for AMD finishing 2018 and entering 2019.

  1. Great Leadership – Dr. Lisa Su and team
  2. Architectural Design Brilliance
  3. Chiplets/Modularity/Infinity Fabric for Moore Performance
  4. Modularity+Infinity Fabric for Less Engineering Cost
  5. Modularity/Infinity Fabric Enables Unique Products
  6. Zhongshan Subor gaming console in Chinese market
  7. Microsoft Xbox
  8. Sony Playstation
  9. AMDs new generation of laptops and desktop APUs
  10. Tesla has discarded Nvidia GPUs for its new autonomous driving hardware. It is rumored that the new hardware is using AMD hardware with custom Tesla designed elements
  11. TAM++ :  AMD is shipping products this year across a larger TAM than any of it’s competitors.
  12. Semiconductor design is like driving a semi-trailer
  13. 7nm Rome Epyc “Monster” : 32/64 cores/threads per chip
  14. 7nm Vega X2 “Monster” : 7nm Vega has Infinity Fabric and can be run with MULTIPLE Vega chiplets in one GPU.
  15. Security: AMD did not as much nightmares on the CPU flaws in 2018
  16. NEW Markets AMD has/will enter 2017-2019: mid and high end desktop CPU market, mid and high end laptop market, Entire workstation market, Entire professional desktop market, Entire professional laptop market, high end GPU market, Entire datacenter server CPU market low middle and high end, AI market, Embedded Market
  17. Institutional Demand: Only 692 institutions own AMD vs 2789 who own INTC

Tags: Technology, finance, AMD, amd stocks, amd price, amd bullish, amd cpu, amd gpu, amd skyrocket, stocks, amd shares, amd predictions

Mohsen Daemi
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