AMD 2018 first quarter report review! Is AMD stock a buy?

요약 보기

AMD는 2018년 1분기 실적이 시장 예상을 크게 웃돌아 장 시작 전 주가가 9~10% 오르는 등 긍정적 흐름이라는 결론. 실적 분석: 주당순이익(EPS)이 예상보다 2센트 높은 0.11달러, 매출은 16.5억 달러로 약 8억 8천만 달러 상회. 작년 대비 매출이 약 39~40% 증가함. 실적 패턴: AMD는 보통 1분기가 계절적 저점이라 하반기에 더 좋아지는 경향이 있고, 1분기부터 흑자라면 연간 흑자 지속 가능성이 높다고 봄. 주가 전망: 가정상 주가가 13~14달러까지 돌아갈 수 있다고 언급. 시장 전체가 폭락하지 않는다는 전제. 기술 로드맵: 2019년에 12나노에서 7나노 공정으로 넘어가며 CPU·GPU(Navi) 성능과 에너지 효율이 개선될 것으로 기대. 플레이스테이션 5와 차세대 Xbox에 AMD 칩이 들어갈 수 있다는 루머를 진지하게 믿는다고 함. 2019년이 큰 해가 되어 주가가 20달러 이상 오를 수 있다고 주장. 투자 의견: 주가 10달러 부근이면 최소 1년~1년 반 장기 보유 가치가 있다고 봄. 단, 시장 급락 시에는 예외. 출연자 신뢰도: 본인 말로는 AMD를 오래 추적해 왔고 이전 예측이 자주 맞았다고 함(검증 근거는 제시되지 않음). 2019년 전망은 루머와 추정에 기반함. 리스크: 시장 폭락 가능성 언급 외에 구체적 리스크 분석은 없음.

다듬은 글

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01. hey guys how's it going I want to talk about liquor stores today well you know what today's video is about AMD but I wanna I want to start off with a little bit of liquor stores because I got something interesting in the mail basically there's a meeting see this there's a meeting on Wednesday May 9th at 8:00 a.m.

02. now and it's an Edmonton so I don't I don't physically have to go anywhere and like go to the shareholder meeting I could just drive there at 8 in the morning and show up and try to find information anyways they also gave me a fancy little book if you guys want me to make a video of this I will leave a poll on top and if more than ten people vote on the poll I will attempt to make a video on the Kasturi on the book that I had on liquor stores if nobody cares then I'm not gonna bother because making a video it takes a lot of time especially hard video this is this is my kind of shortcut I'm just being lazy right now because yeah I'm just being lazy and I watch I produce content every day and by making a lot of videos live videos I'm getting practice so in the future my videos can be better and I don't have to rely so much on animation because practice makes but practice makes you better hopefully hopefully I don't know anyways today's video is gonna be about AMD if you guys haven't noticed AMD just had the Corey conference they they beat earnings by by a percent wall bike like to Sansa they hold on so they be EPS by two cents so they had an impasse of eleven cents and they had revenue of 1.65 billion that's a beat of 880 million and the stock in premarket right now is like nine percent or ten percent it's pretty good because last year's revenue was a lot lower this year is like a 39 percent increase of 40 percent increase in revenue so it's pretty good the company's the company usually struggles on the first quarter because it's the seasonality low point and they usually do better than the second half the year and since they're profitable on the first like the first quarter that means that the rest of the year should be profitable unless something bad happens so honestly unless like just unless the stock market will crash ami should go well like like hypothetically ami should go back to like 13 14 dollars and then in 2019 which is I think is a big year because they are going out with their 7 nanometre ok so my I have like I do research on a me all the time so I kind of know the stuff a little bit more than maybe most of my viewers but yeah they're going down to a 7 like right now then on a 12 nanometer but then they're moving down to seven nanometer seven nanometers gonna make the basically the CPU and the chips that they they get from these wafers a lots more smaller and more energy efficient so they can they can do a lot more if it's energy efficient and this is just rumors but I really truly believe that AMD and play and Sony will come up with a PlayStation 5 you I am d7 damnit nanometer technology the rise in CPU technology and the Navi GPU technology all in one bundle and I believe that Microsoft is also gonna do the same thing and I believe that all happen in 2019 so 2019 could be a very big if ami and that could cause the stock to rise 20 20 plus dollars but but then again this is just from my knowledge of like basically following AMD all for a long time and usually when I predict stuff it usually comes true for AMD usually because I follow this car I used to follow this company like I did I do of a word I used to read up every piece of news I used to watch every AMD video I used to like watch tech shows just to figure out like and understand AMD and understand the business model because when I first found AMD I didn't know nothing about the business model know anything about the the semiconductor space and I had to learn that and it wasn't easy because I really had no interest in computer parts but because I was so heavily invested into AMD it motivated me to learn about computers and to learn how these functions how these stuff functions and I honestly see that it like I see MD recovering this year this year they're gonna be profitable all year next year I believe they will be profitable too so it could a me could be a long term hold for at least a year a year and a half especially at the prices of like 10 left unless and that's to stop any crashes and that everything goes down then it doesn't matter but MD is on a path to recovery right now the company's growing the the generating profit and they'll continue to generate profit all the way into the end of 2019 at least this is what I predict anyways I've been rambling too long and this videos kind of long so I'm gonna end it thanks for watching B don't if you just bye thanks