AMD stock will fall because of this article

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AMD 주가가 향후 며칠 내 하락할 것이라는 개인 예측이 핵심 결론이다. 근거: 애널리스트 등급 하향(Northland Capital Markets, Outperform→Market Perform)과 'AMD 주가가 비합리적 기대를 반영한다'는 기사 내용을 언급했다. 밸류에이션 비교: AMD는 PER 약 101배, 시가총액 약 310억 달러, 연매출 약 65억 달러(성장률 41.3%)로 제시했다. 반면 인텔은 PER 약 16.5배, 시가총액 약 2,100억 달러, 매출 성장률 7.3%로 비교했다. 발표자는 AMD가 과대평가됐다고 봤다. 단기 주가 흐름: AMD는 당일 1.24% 상승, 최근 1주일 3.4%, 최근 1개월 33% 상승한 상태였다고 언급했다. 인텔 관련: 인텔이 칩 제품 개선을 통해 장기적으로 회복할 것으로 보며, 장기 관점에서는 인텔이 더 나은 선택이라고 말했다. 리스크: AMD는 스윙 트레이딩 성격이 강하고 투기적 수요(hype)에 따라 움직이므로 위험하다고 봤다. 다만 본인은 투자 권유가 아니라 개인 의견이라고 밝혔다. 결론: 단기적으로 AMD 하락을 예상하며, 장기 투자 관점에서는 인텔을 더 선호한다는 입장이다.

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01. what's up guys few information here so I'm going to predict right now that AMD may fall tomorrow or Monday or Tuesday but sometime definitely in these next three days because of an article like this they'll just be that fall day simply and it'll be like just AMD it'll be for like no frickin reason I could be wrong but watch it's gonna happen analysts downgrades AMD shares saying it's soaring stock now reflects our rational expectations which I do believe it's overvalued we're gonna compare this to a to Intel because of this reason right here Northland capital markets lowers its rating to market perform meaning that they feel it's going to perform within the market rather than from outperform so exceed the expectations of the other market stocks predicting Intel will eventually improve its chip offerings which I do think is true because Intel is like a two hundred billion dollar company I do believe and on the market cap and it has a very very low p/e meaning that its earnings as clearly like it's clearly posting on some big earnings we think the AMD share prices reflects irrational expectations the firm's analyst Gus Richard says so let's go ahead and compare them real quick we have AMD come on search it thank you alright so AMD it was up 1.2 4 percent today let's see how it's done this last week three point four percent thirty three percent this last month so it's probably going to have a decent amount of chunks falling watch 101 p/e with a market cap of 31 billion so that means that they're probably not posting some crazy good revenue let's go ahead and check that out though AMD coma ooh that was quick nice boom I'm sorry guys I'm running on 4G instead of Wi-Fi so it's a little bit slower alright so right now they're having 6.5 billion annual revenue and they're having 41.3 41.3% revenue growth but their last earnings I know I'm like eating up time right now I'm so sorry I don't do it on purpose I might do it like a small bit but I definitely want to it on purpose it's like completely [ __ ] man ok I don't know when their last earnings was but their annual is 6.5 billion so that explains why the 101 PE like it's a crazy high PE now let's go ahead and compare Intel real quick alright geez man I'll just go and get crazy and videos so it keeps you guys entertained we have Intel so you have sixteen point five six PE with a 210 billion market cap crazy so watch the difference it's going to be a huge difference in the earnings technically that was AMG's revenue though I don't like saying everything right now and I'm searching AMD you guys are like this guy's drunk alright boom sixty six point two billion annual revenue revenue growth of only seven point three percent so a lot slower because it's posting a lot of revenue ten times what andy is performing so this would make sense as much as I hate to admit it they are right this stock should be falling but hype makes it go past the ratios that you would commonly use you would compare those pcs you would be like Intel's the clear better choice it's way cheaper it's the perfect time because they're being so negatively looked at that like that's when you enter a long term position normally and I'm not saying to invest an insult I'm just saying if I were to have to choose one or the other right now I probably would choose Intel because long-term I feel like they still got their [ __ ] figured out but at the same time I'm a more riskier investor and I know that hype hype can destroy rational opinion just because day traders and swing traders make so much money off of it and AMD is an absolute swing trade a trade stock so you wouldn't go wrong trading either but yeah that was just my take on that whole article and everything the I do think AMD will fall and that's just my opinion but anyways thank you so much for watching if you enjoy this video please leave a like and video information out