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AMD 주가가 2019년 12개월 내 50달러까지 간다는 장기 낙관론 영상입니다. 결론: 발언자는 AMD가 12개월 내 50달러(시총 약 500억 달러 수준)까지 오를 것으로 본다. 주가 전망 근거: - 현재 AMD 시총은 약 200억 달러로, 과거 300억 달러를 넘었던 적이 있어 회복을 기대. - 발언자는 20달러 부근을 매력적인 가격으로 봄. 10~15달러까지 떨어지면 더 좋은 매수 기회라고 언급. 제품 및 경쟁 구도: - 7나노 공정 기반 Zen 2 아키텍처와 Navi 10 GPU로 인텔과 엔비디아에 도전. - RX 3300 계열은 249달러에 4K 약 60fps를 낼 것이라 주장, 지포스 GTX 1080(400~500달러)·RTX 2070 대비 가격 경쟁력 강조. 레이트레이싱 미지원은 지적하면서도 실효성은 낮다고 봄. - Ryzen 3000 시리즈 루머 언급: 최상위 16코어/32스레드, 저가 라인업 강화, 인텔 대비 성능·가격 우위 주장. 시장 점유율 근거: - 독일 최대 유통업체 판매에서 AMD가 인텔을 2대1로 앞선다는 기사 언급. - 서버 시장에서 아마존, 마이크로소프트, 알리바바 등과 협력, EPYC로 인텔 서버 점유율 최소 5%, 최대 10~20%까지 뺏을 수 있다고 봄. - 10~12월 판매 실적이 1월 발표되면 주가가 급등할 것이라 전망. 리스크 및 시장 상황: - 현재 시장 불확실성으로 큰손 자금이 조심스러운 상태. 12월 시장 급락 우려도 언급. - 발언자 본인도 전문가가 아니며 주가 예측은 불가능하다고 인정. - 옵션 매매로 대규모 베팅을 고려 중이나 손실 가능성도 인정. 출연자 전망: - 발언자는 AMD에 대해 장기적으로 강세 입장 유지. - 과거 AMD 보유로 수익을 냈으나 현재는 매도 상태이며 재진입을 고민 중.
다듬은 글
hey guys how's it going this is so trippy how it's like in the background like this but anyways uh today's video we're gonna be talking about AMD and maybe Intel and you know how I believe AMD stock could go to 50 dollars next year this is a bold prediction but I do believe that MD stock will go to $50 next year this year no not really but next year sounds like they will we'll see what happens though so this is a shout-out to adore TV he seems to be like a super expert when it comes to like in town and aimed in Nvidia technology in general I watched not all his videos but most of his videos and it's pretty interesting you know I as you guys are where I am a big AMD shareholder I well sorry I was a big game day shareholder it was my stock that helped me get to the path of riches I still wish I had some shares too bad I sold off and yeah things are looking bad you know I'm but now I have other options to get back in maybe with option trading right cuz I do believe in aiming the long term and I could do a long term option trade on AMD big gamble I could lose a lot of money or I can make a lot of money but I do believe that AMD I do believe that AMD will be a comma 50 billion dollar market cap there's they are threatening Intel big-time with a new CPU architectures then too there's some interesting rumors that came out for it AMD right now is a 20 billion dollar company they were over 30 billion dollars I think the stock will head back there I don't think this stock will end right now big money whoa is hesitant to push money back into AMD do the due to the fact that that when kind of a market correction right now and it's hard to back a horse that I mean it's hard to back companies a big way when the market could crash so people are you know are most people rich people are people with big money are worried that you know we have a money crash and they can lose a lot of money so they are staying away from the markets at least this is what I think I'm not I'm not 100% on sharing this stuff I'm not really an expert at them today I just that's why I think so I mean I I'm good at the stock market I'm not an expert though I know I can't put no nobody can really predict where a stock price will go if they can they would be billionaires right so Intel my cap of two hundred eleven million dollars and AMD is gonna be attacking Intel big time in 2019 with the new Zen our Zen to architecture on the seven nanometer process as you but I'm gonna be talking about Navi Navi ten Navi ten well like right now NVIDIA has a basically a monopoly on the high-end of GPUs and I do believe that I do believe that you know MD is gonna compete very competitive with the videos high-end so basically this rx330 ad that's coming out for AMD will be able to empower a 4k screen at almost 60 frames per second for two hundred and forty nine dollars you ask that is very very cheap you know the GT x 1080 right now cost about 400 500 you asked right now to buy and this is offering half the price and they compete with the GOG x GT X 1080 and the RT x 2070 which is very very impressive but they are not including ray-tracing but you know there's not very many games that support retraced racing right now so it's kind of a complete waste of time nobody here I mean you guys are probably not computer experts so these you guys probably don't care but you know they'll compete with NVIDIA and they're gonna compete with them on an affordable price range which will will give you know in the at least some GPU market service back but no the big winner the big takeaway is rise in 3000 series the rise in 3,000 this is only rumored this is not a hundred percent but I've been talking about this rumor for a while I do believe that this rumor could be true so the risin 300 series is the the very high-end is 16 cores 32 threads and then the lower end is 12 cores and then the mid-range one is about eight cores right now an 8 core is about 300 300 ish dollars but they're announcing rads that rise in resent to to be $200 it's very very competitive and then the rise in three is gonna be a six core 12 threads this and the fact that it's like could be five point one gigahertz boost Intel has nothing to compete with AMD on this front Amy's gonna be taking the performance crown away from Intel and the Ford and the price crown - they're gonna be priced below Intel on top of that much better performance than Intel Intel is gonna have a very tough year next year - people of AMD Intel only known the Intel really has is the fact that they are they have the better brand they have the named meta name you know they have more money for marketing and you know but indeed base Intel was sleeping and AMD you know launched a surprise attack on tell and now MD could be worth a lot more if if MD really takes a lot of market services from Intel I think the market cat from Intel will be transferring to AMD which will get possibly give AMD no double the money cap so even at this price tag you could double your money you know that's what I believe that AMD stock is heading back to $50 I believe that they can have a $50 my recap but right now big money is scared because you know possible stock market crash I don't think Amy will go back to $10 but if it does it because even close to 12 to 15 dollars that would be an incredible credible deal to pick up it aimed yet but like right now I think it's a decent price but it could drop lower so because we are in uncertain times and people are saying the market will crash in the December time frame we'll see I just want this market that the market was to crash I just kind of want it to happen and get it over with and then we can start anew and just do whatever but like right now you know it's there's uncertainty in the market so people are scared you know like I know I know that ad right now is taking market share from Intel but this is Amazon website and it doesn't really I guess it changes every hour because it updates every hour but it looks kind of fair game I mean I don't think maybe on Amazon is different because I have noticed that like these articles that came out on December 5th which was about three days ago saying that AMD CPU out selling Intel to the one these are in European retail manufacturers has released report on AMD Intel CPU month by month and if you look right here it shows that you know in two was beating AMD and now AMD is just killing Intel when it comes to selling CPUs because AMD has a better compelling product and you know it it is what it is AMD is destroying Intel in the cpu market right now when that nut was when those numbers get reported because these three months September October sorry would October November December those are those are three months that are that getting reported on January and if they can deliver some really stellar numbers from selling so many CPUs you will see AMD stock skyrocket in my opinion you know this is another article that was released on December first German largest retailer sell two to one so AMD right now is doing very very good compared to Intel in Europe so that's uh that's very shocking surprising to me and then you know the AMD epic server market server market share as you can tell aim D has God has signed up with Amazon they have signed up with with Microsoft and a bunch of Alibaba and then they have like a bunch of big companies that are backing them with their new epic CPU and they know people who do believe that aim D will be taking 5% server market share from Intel minimum but I believe that it could be a lot worse than this it could be 10 15 20 percent so if that happens definitely aim D stock will reflect a 50 dollar price tag I do believe right now it's uncertainty in the market so there's not very much pumping but I do believe in AMD in the long term and I may put an I may put an option trade on AMD for next year because I do believe that the stock price is heading back to 50 dollars within the timeframe of 12 months from from today so by the next December to December 2019 do believe aim D stock will be way above what it is right now I think $20 is a bargain in my opinion maybe not but I do but I do think so I do think that that $20 at 20 20 million dollar my cap is a bargain I am going to I might do an option tray on it so you know but we'll see we'll see anyways this is my video for AMD that a I believe a MIDI will move to 20 sorry 50 dollars in the long term like the next 12 months that's my belief anyways so anyways thanks for watching guys I hope you found this entertaining and a little bit enjoyable give me a thumbs up it helps my channel grow
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