I bought shares of AMD on the dip

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AMD 하락 시점에 주식 2주를 매수했다는 개인 투자자 영상. 실적 요약: AMD는 3분기 실적에서 매출이 시장 예상을 하회(약 5천만 달러 미달)했고, 컴퓨팅·그래픽 부문은 블록체인 관련 GPU 판매 소멸로 부진했다. 비게임 부문(임베디드·반커스텀)은 매출이 소폭 개선됐다. 가이던스: 4분기 매출 가이던스 14~15억 달러가 컨센서스 15.9억 달러를 크게 밑돌아 주가 급락(약 21~22%)의 원인이 됐다. 진행자 판단: 장기적으로 AMD의 성공 가능성은 높다고 보며, 엔비디아를 제외하면 저렴한 GPU 경쟁자가 사실상 없다고 평가했다. 투자 행동: 현재 AMD 2주를 보유 중이며, 추가 매수는 주가가 15~20% 더 빠지고 매출 훼손이 크지 않다고 판단될 때 고려하겠다고 했다. 다른 종목: 엔비디아는 200달러 아래 하락을 매수 기회로 보며 추가 매수 의사를 밝혔다. 텍사스 인스트루먼트와 ST마이크로일렉트로닉스의 미래 약세 경고를 언급했다. 추가 언급: 인텔·어도비·애플을 현재 매수 가치가 있는 3대 기업으로 꼽았고, 마이크로소프트는 실적 서프라이즈로 상승했다고 언급했다. 리스크: 암호화폐 수요 소멸에 따른 GPU 수요 감소, 가이던스 하향, 반도체 업계 전반의 약세 신호.

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01. what's up guys feed you information err so yesterday when I saw an after market as well as free market now but after market that AMD fell 20 it was 20 at that point I was probably about 18 percent because 20 percent is at 18 15 it shows but I had went ahead and picked up two shares I do think that from a long-term outlook that their success will be very good because aside from Nvidia there really is no other GPU company out there and a lot of people are very loyal to this company simply because they have cheaper GPUs and they work just as good as in videos GPUs - the fact that Nvidia's are better quality in the long run that they obviously have the superior tech in and all that stuff but AMD is good and they understand how to grow their revenue and all that good stuff if you actually look at their latest EPS they did beat earnings that they did fall that was probably cuz they did miss revenue but we can go ahead and take a look at that real quick AMD plunges 22 percent on-quarter 3 revenue miss week guidance crypto revenue vanishes so to me this is like the perfect time to get into this company and just hang on long term you could have done it before you could still do it now but I think now would be a better time considering how much all these stocks are dropping and I feel I got in at a pretty lowest point anyways plunge is 21.5 percent after quarter 3 results miss revenue by 50 million by 50 million guys that's like nothing with a reported 1.65 billion non-gaap EPS narrowly beat by a penny at 0.1 3 but gap EPS missed by as much by as much with missed by as much with point zero nine you know they need someone to write these articles better because it's clearly someone who can't speak English the company stumbled in the computing and graphics segment where blockchain related GPU sales were neglible pride and pronounced alright computing and graphics missed consensus with nine thirty-eight million in revenue twelve percent year-over-year fourteen percent down quarter-over-quarter compared to the one point zero five billion estimate on the year growth was driven by rise in desktop and mobile product sales partly offset by lower graphic sales but the blocked raindrop hit hard since TI accounted for high single digit percentage of total revenue last year and enterprise embedded and semi-custom revenue beat with 715 revenue down five percent year-over-year but plus seven percent quarter over quarter compared to 650 650 four point seven million quarterly increased due to higher semi-custom IP related and server revenue downside quarter for guidance has revenue so here's probably why a lot of sell offs happened after their earnings because people hate to see downside guidance but it's going to happen downside quarter for guidance has revenue of 1.4 billion to 1.5 billion consensus of one point five nine billion industry bellwethers TI and st microelectronics have also warned on future weakness which they always say that at a conference earlier this year I warned AMD and NVIDIA vestage that the major growth driver for these companies during the last two years was the crypto bubble that's just not true though I think both of these companies are going to shut that guy up and we'll have to wait and see but I've picked up AMD now I'm not sure I'll pick up any more shares than I already have with just the two shares perhaps in the long run if it's down 1520 percent and I see it as a good time to go and buy in because I don't feel that they're getting too messed up in terms of their revenue over the next couple quarters then I may buy more shares but for now I'm hanging on to just the two shares that I have and I will be obviously picking up Nvidia if you guys didn't already know and Vidya has dropped even more in the market it does look like a went back up and now it's falling back down again but to see it below $200 is just crazy a 29 pe guys like that's insane I think in videos inception lychee panned along with Adobe and Apple probably the best three companies to buy right now Microsoft definitely just jumped up with that huge EPS beat but anyways I'm going to stop blabbing if you enjoyed this video throw me a like and feed your information out