์ ์: Jeff ยท ์ธ๊ตญ์ธ
์์ฝ ๋ณด๊ธฐ
AMD๋ ์ ๊ท Radeon RX 5500 ์๋ฆฌ์ฆ ์ถ์์ ์ ๊ฐ ๊ณต๊ฒฉ์ ๊ฐ๊ฒฉ ์ ๋ต์ผ๋ก ์์ฅ์ ์ ์จ์ ํ๋ ์ค์ด๋ฉฐ, ํ์ฌ ์ฃผ๊ฐ๊ฐ ์ต๊ทผ 3๊ฐ์๊ฐ ์ฝ 20% ํ๋ฝํ ์ํ๋ผ 30๋ฌ๋ฌ ์ดํ๋ฅผ ๋งค์ ๊ตฌ๊ฐ์ผ๋ก ๋ณธ๋ค๋ ๊ฒฐ๋ก . ๋ฐ์ธ์๋ AMD๋ฅผ ๊ฐ์ฅ ์ ํ๊ฐ๋ ๋ฐ๋์ฒด ๊ธฐ์ ์ค ํ๋๋ก ๋ณด๋ฉฐ, 30๋ฌ๋ฌ ์ดํ์์๋ ๋งค์, 25๋ฌ๋ฌ์ 20๋ฌ๋ฌ ๋ถ๊ทผ์์๋ ์ถ๊ฐ ๋งค์๋ฅผ ๊ถ์ ํจ. ์ฅ๊ธฐ์ ์ผ๋ก 40~50๋ฌ๋ฌ๊น์ง ๊ฐ ์ ์๋ค๊ณ ์ฃผ์ฅ. ๊ทผ๊ฑฐ๋ก RX 5500์ 1080p ๊ฒ์ด๋ฐ์ฉ, ์๋น๋์ GTX 1650(์ฝ 150๋ฌ๋ฌ)๊ณผ ๋น์ทํ ๊ฐ๊ฒฉ๋ ์์. HPยท๋ ๋ ธ๋ณด๋ 11์, ์์ด์๋ 12์๋ถํฐ ํด๋น ์นด๋ ํ์ฌ PC ์ถ์ ์์ ์ด๋ผ๊ณ ์ธ๊ธ. ๊ณผ๊ฑฐ 2016๋ 1์ 2.8๋ฌ๋ฌ์์ 28๋ฌ๋ฌ๋๊น์ง ์ฝ 10๋ฐฐ ์์นํ ์ ์ ๊ฐ์กฐํ๋ฉฐ, 2019๋ ๊ธฐ์ค ์๊ฐ์ด์ก ์ฝ 310์ต ๋ฌ๋ฌ ์์ค์ด๋ผ๊ณ ์ค๋ช . ์ฌ๋ฌด ์ธก๋ฉด์์๋ ์์ ์ด์ต๋ฅ ์ฝ 5%, ์์ด์ต๋ฅ ์ฝ 3.25%๋ก ํ์ ์ ํํ์ผ๋ฉฐ ํ๊ธ ์ฝ 11.3์ต ๋ฌ๋ฌ, ๋ถ์ฑ ์ฝ 12.8์ต ๋ฌ๋ฌ๋ก ์ฌ๋ฌด๊ฐ ํํํ๋ค๊ณ ํ๊ฐ. ์๋น๋์๋ 170๋ฌ๋ฌ๋์์ ๋งค์ ๊ฐ๋ฅ, ์ธํ ์ ์ ํ ๊ณต๊ธ ์ค์ฌ์ผ๋ก ํก๋ณดํ๋ฉฐ ์ต๊ทผ ๋ ๋ฒ์ ์ค์ ์ค๋ง์ด ์์๋ค๊ณ ์ธ๊ธ. ์์ ํ๋ฐ์๋ ํน์ ์ฆ๊ถ์ฌ ์ ๊ท ๊ฐ์ ํ๋ก๋ชจ์ (50๋ฌ๋ฌ ์ฃผ์ ์ง๊ธ)์ ํ๋ณดํ๋ ๋ด์ฉ์ด ํฌํจ๋จ. ๋ฆฌ์คํฌ๋ก๋ ๊ฒฝ๊ธฐ์นจ์ฒด ์ฐ๋ ค์ ์์ฅ ํ๋ฝ์ธ๋ฅผ ์ธ์ ํ๋ฉฐ ๋จ๊ธฐ ๋ณ๋์ฑ ๊ฐ๋ฅ์ฑ์ ์ธ๊ธ.
๋ค๋ฌ์ ๊ธ
welcome back fellow investors and stock market traders my name is Jeff and the past three months have been a pretty bumpy ride for AMD Advanced Micro Devices however earlier this week Andy got some very exciting news I do want to share that with you in this video and then I also want to talk about while the stock market seems to be in a strong downtrend I know there's a lot of recession worries swirling around right now is this time to be loading up on AMD you know keep in mind just two short months ago this stock was well over $35 a share and like I said since that time has lost almost 20% of its value but real quick guys I do want to talk about the promotion sofa invest is offering for the month of October so back on the 27th of September I published this video and at the start that video guys I talked about how sulfa investment was offering 25 free dollars of stock and 25 free dollars of crypto with anybody that signed up and spent at least $10 of it buying stock bits and $10 have it buying crypto well they've just extended that program it's a little bit different for the month of October so now in the month of October if you fund your account up to $100 you will get 50 free dollars of stock okay and so I just want to show you guys quickly - if you look all the way over here to the right you will see I'm buying between one and two dollars at a time of these stocks as you can see I'm building kind of a value portfolio here I've got Constellation Brands down there on the bottom and then pretty much anything you can think of going up BP Procter & Gamble PayPal Twilio Square coca-cola Tesla CMG Intel Wells Fargo and the list goes on I just really want to point out one of the nicest things about this guys there is ZERO commission charges and you can spend as little as $1 if you want and so I just wanted to share with you how much I'm enjoying using this brokerage I really enjoy the stock bits and keep in mind that that $50 promotion is probably the best offer on the market I think it beats out hood beats out we bolt beats out m1 finance you know $53 I think that is a very very nice little incentive to get signed up and so they're gonna run that promotion through the 31st of October now I do plan on doing a full review on sofa invest keep in mind they also sell cryptocurrency and I have I hope to have that made and uploaded up very very soon so if you want to sign up like I said and get your 50 free dollars of stock I will have a link down in my comment section and it will be pinned I will also have a link for this in my description box okay so we're gonna jump in and talk about AMD guys but real quick before we get started please drop a thumbs up on this video I appreciate all of your MD has been so disruptive over the past couple years they're constantly launching new products so back on Monday the 7th of October AMD unveils its new gaming graphics card now the stock did not see a real big move the markets have been negative for two days in a row but the stock did trade up about 0.6% after they announced the Radeon rx 5500 series graphics product ok the company says the RX 5500 series harnessing groundbreaking rDNA gaming architecture to deliver the ultimate in high performance high fidelity 1080p gaming that sounds pretty good to me the real thing - we're gonna get into here in just a minute its how AMD strategically prices all their products - constantly undermined Intel and NVIDIA ok taking a lot of business away from those much larger companies now hewlett-packard and Lenovo are planning to offer the Radeon RX 5500 graphics cards in their high performance desktop and gaming PC's that's gonna begin in November and Acer is planning to offer systems with the cars beginning in December so keep that on your Christmas list for the gamer and your family I think that is probably something that is going to make those specific pcs probably fly off the shelf that they're got that new Radeon are sex graphics card in them now with the newest additions in the Radeon family AMD says it's bringing its advanced rDNA gaming architecture and industry-leading 7nm process technology to mainstream gamers worldwide now I did find another article I want to share with you real quick so there really is no pricing available right now but AMD's new graphics card certainly sounds like it will be both cheap and very very powerful and now this isn't a shock AMD is always releasing products just a little more powerful than the competition but a whole lot less expensive this is how they've really grabbed so much market share over the past couple of years when we get over to the chart we will really look over MD over the past five years and massive amount of growth they've had and guys this is still in my opinion probably the most undervalued semiconductor company out there you know there's a couple I guess you could really make a case for that have struggled during this us-china trade war but I just feel when you compare products price and competition AMD is probably the most undervalued at this point now the RX 5500 is based on the same Navi also known as our DNA architecture used in the radiant rx 50 750 700 XT those being released over the summer where the 5700 series could handle fourteen hundred and forty P and even 4k gaming the 5500 is explicitly targeted at the 1080p crowd and people who might be interested in the videos gtx 1650 and of course like I just mentioned they have not announced the price of the 5500 yet but the GTX 1650 sells for as low as a hundred and fifty dollars so expect similar pricing again to Nvidia is also trying to be more competitive with their pricing but like I always say guys NVIDIA is so much more than a GPU company ok it is really all the strides that they're making in artificial intelligence and advanced machine learning that's why you want to own both of these here if I was setting up strictly a tech portfolio and that is it AMD and NVIDIA are going inside of that portfolio these are two stocks I feel you have to own and of course back in 2016 and 2017 these were the most disruptive stocks on the market and you know and just think about this guy's January 8th of 2016 AMD is a $2 and 80 cent per share stock that is now trading over 28 doubt try to process that that is a 1000% return ok AMD has been a 10 bagger in less than 4 years that is incredible and also they've traded up much much higher than $28 there 52 week I'd be in 35 dollars and 55 cents and so even when you look at the 31 billion dollar market cap and you start comparing it to Nvidia and Intel how disruptive they are to both little services cutting into those market spaces and now even putting out graphics cards with superior performance and very very competitive pricing I think there is really nothing stopping AMD from being a 40 to $50 per share stock very very soon but like I mentioned at the start of the video the last three months have been very very unkind to AMD here in early July it was trading around $32 course it did take this big dip right here at earnings time getting all the way down to 27 90 and just seeing a complete 18 to 20 percent reversal nearly a week later getting all the way up to $35 and it's been all downhill since Nvidia on the other hand guys this company has really gotten slaughtered over the past year so it has managed to maintain its levels just a little bit better over the past three months and that's like why I say Nvidia and AMD are both at very very investable levels you know Nvidia at 170 dollars is very very much a Buy and any time you catch AMD under $30 I'm calling it a buy another company you can throw into the mix of courses Intel Intel is bigger than Nvidia and AMD combined they have a two hundred and twenty billion dollar market cap and of course we all know they supply for Apple that's where the bulk of their revenue is going to come from this stock has pretty much traded sideways over the past three months and has not seen a lot of action over the past year got up around $58 back in May but had a very very disappointing earnings call actually they've had two disappointing earnings call in a row and the growth here has really slowed down even Intel though I think is a good investment you cannot go wrong with these three chip makers now a couple of years ago I made a stock analysis video about AMD and I do want to update some of their profitability and management effectiveness is that their profit margin is actually positive on the both of profit and operating margin side down as you can see about 3.25% for profit margin and well over 5% on operating margin and of course their management effectiveness they're returning about 4.3 percent on assets and then almost 14 percent return on equity where a couple of years ago every single one of these metrics were negative so in just a little over a year and a half they have managed to put all of these into the positive I think that is a very very big step for AMD they've even made quite a few strides on the balance sheet but the one I'm most concentrated on guys is that their total cash and total debt so now they currently holding about one point one three billion dollars of total cash and about one point two eight billion dollars of total debt so that ratio is almost even and for a growth company especially a growth company in these semiconductor space guys that is a very very good fundamental to see that even if we were to experience a recession or a strong market correction AMD is not going anywhere they're very very financially sound now you are not gonna get the fundamentals out of this company like you are within Nvidia or an Intel but just keep in mind this is the big disrupter in this space and so while this company is still unfold aren't you gonna get the fundamentals you would from the other companies and so that in conclusion guys regardless of what direction the market is headed in the short term like I said I'm really kind of preparing for a very vow next two to three months AMD under $30.00 is a buy I would look to add more every time a couple of dollars drop off of the stock price so I would look to add again around 25 I would look to add around 20 - assuming this stock trades down that low I don't even know how bad things are going to get we might not see that much volatility but just be prepared in my opinion to load up on AMD stock and possibly make it one of your biggest positions if we get some really good opportunities to buy into this very cheap in the upcoming months so that's all I got for the video guys make sure to go down to the comments section and drop your opinion about AMD and do not forget to sign up for Sophy invest and get your 50 free dollars of stock thank you as always for watching the video and have a great day







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