Advanced Micro Devices | AMD | Long at $126.00

2024년 12월 17일

Advanced Micro Devices AMD may be the sleeping giant in the semiconductor / AI space. While all eyes on NVidia NVDA , earnings for AMD grew by 800% over the past year... and are now forecast to grow 40% per year. Any other company would be soaring right now (like NVidia), but that company is getting all the attention. And, to me, this means opportunity for the future. The cashflow is likely to grow tremendously for
AMD into 2027 and beyond, which may inevitably reward investors with dividends.

From a technical analysis perspective, AMD just entered my historical simple moving average zone. This area (currently $108-$126) is where I will be gathering shares. Something tremendous would have to change regarding the fundamentals of this company (like a scandal) for the overall thesis to change. There may be some near-term price pains as NVidia gets all the focus, but to meet demand in the semiconductor and AI space, AMD is poised to fulfill that roll in the future.

Target #1 = $158.00
Target #2 = $175.00
Target #3 = $188.00
Target #4 = $205.00

7월 15일

액티브 트레이드

Target #1 reached for a 25.4% gain.

7월 28일

노트

Target #2 reached for a 38.8% gain.