The bull case for AMD is simple and clear: TSMC’s process leadership. AMD will be the x86 supplier with the best process. That used to be intel’s role.
Focus on strong and consistency in profit history, dividend etc, like XOM, WMT, AMZN, NFLX if the profit margin is low. If profit margin is above 15%, it is healthy to hold long.
If the companies are not making profit or small profit, hiked interest rate, economic impacts heavy on such low margin companies that results stock value down.
The whole world knew? Only XLNX established new ATH. Well known semis like MU, NVDA and QCOM are still below 200-day SMA. CPU like INTC and AMD are above 200-day/ 50-day SMAs.
In another thread you asked the question “@manch can you tell us earlier!!! What is the point of telling us after AYX has jumped 5x over 2 years. You want us to FOMO buy?”
Jim Cramer is summarizing everything once the facts are known to outside. What is the point of referring Jim Cramer statement?
Around Dec/Jan, Jim said buy before it is confirmed. He is following up with those comments. You want him to quote his past remarks to have legitimacy?
Article recommends NVDA and TCEHY NVDA is clearly a good long term stock but is it low enough to buy it big time? Why not AMD, replacing INTC as the go-to x86 processor and GPU play?
What if tomorrow goes up. it can happen. It can also go up by end of day.
Market may UP or down daily, but I am not focusing daily movements, but focusing next 30 to 60 days.