저자: dannyslifeandtravel · 외국인
요약 보기
AMD 주가는 최근 등락 후 장기 추세는 우상향으로 보며 20달러 도달을 전망함. - 인텔 라이선스 계약 종료로 엔비디아 수익이 줄어들 전망이며 엔비디아 주가는 하락 중이라고 설명. - 엔비디아 데이터센터 사업은 강하지만 AMD와의 경쟁이 올해 본격화되며 이를 주가가 반영 중이라고 봄. - 인텔은 실적 축소와 1.5만명 감원 발표로 하락, 현재 주가에 악재가 이미 반영됐다고 언급. - 테슬라는 모델3 양산 문제와 일정 지연 우려가 있으나 CEO 실행력으로 결국 성과가 날 것으로 봄. - 페이스북은 올해 비용 증가와 수익 감소 가능성을 언급, 어려운 해가 될 수 있다고 봄. - 모바일아이, 넷플릭스 등 일부 종목은 고점 부근이라 현재 매수는 부담이라고 판단. - AMD 목표가 20달러 언급, 시기는 확신하지 못한다고 밝힘. - 자신은 AMD 보유 중이며 현재 살 만한 저평가 종목은 없다는 입장.
다듬은 글
hey guys welcome to another episode of guys like to travel and today I'm going to be talking about AMD stock again so EMB stock as you can see AMD stock has been going up basically so from the last video I did he's going to roughly about ten eleven percent and so this was monday so i went up on monday as you can see and then she goes down wednesday up does it down friday oh but generally if you look at it you know this this point here on the chart is lowered at this point so it means it's generally pop twenties it wants to go up right and if you look at the general three months char is going up and for the for longer than that in a six months or more you can see still on envelope so it's looking pretty good now the interesting thing about is because EMTs got some products coming out you've got the horizon processor the cpu on the vega GPU coming out this year we have in the video which has been going down so this is after an earnings i mean they've had I listened to the earnings call and it was they had a record quarter and I record here but yet to stop shop prices going down you could see it there you know is this pin it was it was out two and a half percent yes did alright so there's something definitely going on with the video one of the things i know is ting the earnings call was that they they said that be the earnings will be less for the first quarter you know it's going to be I think it is 1.9 billion or it was meant to be something like that it's going to be a lot and they're expected and one of the reasons for that the main reason for that was they have a deal with intel or reddit is a licensing deal and that licensing deal is going to come to an end so because that licensing deal is going to come to an end in i think it's mid march it's gonna control end right this leaves the door open you know for number one for AMD to come in and do like this video with them which will boost AMV stop and the other thing it will do is reduce the income that intel has and I mean that in and vidya has four for that one quarter so that's what ever seen it going to be less at that point and then for the second quarter i think it's going to be even even lower than that or even lower than the first one because at least in the first quarter you get some portion you know of the money from the licensing deal I think it's for half the call it a getting paid for it but for the last half they're not getting paid for it when the second quarter and Beyond they're not going to get paid at all so because it's over the licensing dealers come to an end race not being renewed so that was one major takeaway the other thing was so this disease and video right now and remember this this is AMD's GPU competitor right and the competitor they have for server what you call it so the server side of the business where the data centers and so on and NVIDIA said I mean one of the key things I like to put in medias earnings call is it it shows where the most possible sectors are you know where they commit the most money and they did say that most of your money you know right now is coming from the server side I think it was up I might be gaming computers with their incomes and it's cool because I haven't listened to a lot of running schools but and any way of saying the server the data center site is a strong one because I think they get triple the business within that you know it's like you know when or by 3x so the what huge gains in that I think this is great for AMD shows them we set this to aim for and I think nvidia seizes they see that lo que we are gonna have competition this year is going to be bacon the stock is reflecting that you know people investors they can see that's going to happen and there's a bit afraid so this is why i think that the stock is going down the other thing we all start with with intel the same thing was also happening so you can see the Intel's are here and the Intel char is you know you can see you know at $37 I just come all the way down to the $35 so again I think they are the shoes as well and they said as well as i looked at the a their earnings and they're expecting the earnings to be reduced as well so they did what they saying is we we advise a cautious outlook that's what they were saying that's the main thing and they're trying to diversify into other fields right and they server the data center margins are going to go down as well but you have to remember that within video yes you know as he has a fair amount to go yet but Intel is right up there you know it's it's doing all it can do is a huge you know giant behemoth and now you can see is in so many different sectors but they there's nowhere for them to really go anymore you know under stock price takes all that into account and it's already priced for that so and they also said that they're gonna let go of I think 15,000 people and the earnings call so they're going to let go of that many people so that means that they can they can see that look we're going to be suffering so how do we keep up the money side how do we show that we're still making money and so on and wonders one of the ways you can do that is you increase your the amount of money you're going to keep your pockets and so on is by firing people you know then you can more cash is spending less than you add more so on so that's what they're going to figure I think the seeds of problems in their planning ahead for them they and there's a rumor that they were no license a the patents from AMD so that side of it you know if it happens is good for AMD but to be honest when i see you know us to show you on here if you look at what you call the conversation side so this is on yahoo finance you can find yourself but if you look at the conversation side on this and you look at the new reactions yeah it's all negative it says it's been a bad week winter hope of about Intel will make all US government cheese with security edge of somatic person yeah some guys optimistic and let's see why what is saying the only reason why Intel is standing at 35 is a dividend if that if that's what you want then that's what you get yeah and yeah that was this person has a good point you know vrm as a good point on the 10 nanometer production because we had a lot of problems with the 40 nanometer production and whilst you know they're gonna have the 10 nanometer coming out they said but when they lost i think i love the layups of some kind cuz they've had problems 40 nanometers to love problems for 10 not nine years so the De Niro chipsets that they're going to have to compete against a and B you know they're going to be delayed and keep in mind AMD is working on seven anomie which is even better than 10 nanometer and that's going to come out next year you know next year they're going to probably looking at lunch God because I listen to the earnings call form EMB and the CEO was asked you know Intel will be bringing out a you know a cpu at some point in the you know and by the end of this year and see him within the video will have a graphics card towards the end of this year and her answer was that you know yes we are working right now with global boundaries on a seminar in enemy of you know architecture you know they're gonna try and get a new foster out what up so if if they can launch start before the 10 nanometer one comes out then it's obsolete they just lost a huge chunk Intel is we're behind it yes when you see says that they need that to even catch up with amd's roadmap so did yet it doesn't need that but the too late and launching it in this group but my point was with this there's a lot of negative comments on here you know I was reading it the other day and it was like really negative yes I you know like this guy to DMV rise and cheap price leaked Intel could get get your high school on the AMD chip looks to be phenomenal yeah and you got 10 like 10 people agree with them there's so much of this going on you know and it's craziness but see I'm with the video if you look at the videos to a chalkboard looking at that the other day as well and just go into the conversation icon so so and here so yeah exercises bought in $22 and sold all 590 shares just when you're low all in with AMD wish me luck so and then reply to that is the same smaller magnitude oh let's go why choice my friend AMD share price is now what no video was one point by visible you see a lot of people are green with the same sentiment that you know the EMB stock is going to go up and all of these talks are likely to suffer you know and now it's the video and Intel is likely to suffer so where do I camb going I think it'll go higher I think we'll go to 20 but I'm not one hundred percent sure to the time frame and I never am so this is why I'm you know I'm a piece my money in even though it's been going sideways but you look at the stocks that I have on my watch list you know you've got glencoe which is a uk-based commodities company and my sister just tried a lot on it but cheese you know it is going to go to some extent but I still highly priced right now if not a by you got the video still too high to buy we got mobile I inka we know that is cooperating is no point talking about our mobile I that's going to do well but still is too highly priced say we can slit s Lewis all time high was 285 so it's gone to 270 coupla days ago I think yesterday i think i went to 270 so 285 isn't far off which is close to it is all time high so the two highly priced right now and with facebook as well I listen to the earnings call that the with facebook they're going they expect increasing or is it reduced revenue and increased expenses for this year by fifty percent increase my expenses so with all this is going to be issues you know for facebook i think for a good year to develop issues Tesla will have a run-up but they will do well there will be in profit but not yet you know they are the model 3 to launch reproduce it basically they've launched it'll produce it and it's not yet in production and they're going to have issues with production and the CEOs us problems meeting deadlines and keeping promises so I think it is going to take some time but it will get there I think tester will get there in the end there under the CEO is pretty good on execution eventually but either is doing good so you know it is really taking on a huge monumental task and you know it's never been done before but I think he if anyone can do equal to it and you get their mobile I has new partnerships as well but I think the last time I bought it was at thirty dollars I think I saw that play six or something so twenty thirty percent i think i made on it remember but anyway that if it goes below 30 not by but these are the diesel stock i have like five stocks that i really know and there's this one as well there's another guy that widower who was invested in ignou pharmaceuticals but again it's up from its all-time low so it's not you know a good time to buy into it and so all we're looking at that you know I'm do the disc ambling you know the dry chef is complete gumbo if you look at the choice really crazy right but but yeah so I'm looking at the stocks and I don't see anything that's cheaply priced where I can jump across to at the moment but the same time I know AMD will go to 20 so when it does so guys if you if you found this video helpful I hope you did please like comment and let me know what you think and what you think will happen with these talks and future I also did a video about complaining to cash that will get VD showing you you know how you could if you had promised banks are you not so check that out if you like but anyway thanks for tuning in thanks for watching see you next time
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