저자: Thomas · 외국인
요약 보기
AMD가 Amazon의 AI칩 채택 가능성 보도로 상승. 신칩은 연산력·메모리가 우수해 AI 시장 성장의 게임체인저로 평가. 애널리스트 목표가 상향(최고 약 170달러, 현주가 대비 약 40% 프리미엄). 엔비디아 AI 점유율 약 80%이며 AMD가 5%만 가져와도 매출 크게 증가 가능. 단기 차익실현 가능성은 있으나 목표가는 상향 추세. AI 버블 여부는 '아직 끝은 아님', 인텔·엔비디아·AMD 모두 향후 몇 년간 연동될 것으로 봄.
다듬은 글
AMD delivered game-changing news for investors and of course they responded let's dig into the news right now Thomas Chris welcome back it's my favorite day of the week when I get to talk to you guys about the stock market today we're talking about Advanced Micro Devices AMD and shares are moving higher AMD stock outpace the NASDAQ index on Wednesday so why is this it's because of a report that Amazon may be using amd's AI chips and it appears that Amazon is choosing amd's chips over nvidia's chips Thomas is that correct uh yeah it's it's correct to a degree um Amazon has certainly been reported as being interested in amd's chips uh um there's a good chance that they'll use them and even if they don't decide to go with them like completely they'll probably buy some of them just to try them out um but this new chip is should be a game changer for AMD and for the AI industry right now it's supposed to be a superior chip with more processing power and more memory and that's a huge bonus for AI because AI is so data dependent you know when you hear them talking about training AI what they really mean is just showing that program a million pictures that say this is what a car looks like this is what a question looks like all that data has to be stored somewhere when these chips get bigger and bigger they'll be able to store more data for better training purposes they'll have more computing power for making better outcomes so yeah this deal is certainly a game changer for AMD because I've heard this news um Andy wasn't on my watch list but um to be honest the chip sector was kind of something I stopped really following that closely in 2022 and I was late getting back into it but specific to AMD it's a company that I've admired for a long time um the company gets generates solid Revenue solid earnings and they do it in the areas that that really matter in this sector you're talking about gaming you're talking about data centers and now you're adding AI onto that plus you're talking about a CEO who seems to be very top notch there's just a lot to like here about the stock yeah I agree with that so at Market B you know we're always following analysts price targets and we have some news there to report on right Thomas what's standing out there with the analysts well the analysts are raising their targets I mean uh this news has got them raising their targets to the point that A and B stocks should be moving a lot higher over the next few months yeah it really surprised me um when I saw just yesterday on the Amazon announcements how many analysts were jumping in and raising the price targets um you know if the if the high price target of about 170 is right that's about a 40 AI premium uh to where the stock is now um that that seems a little high but it's also Justified I guess based on where uh what other AI stocks have been doing still um it wouldn't surprise me if there's a little profit taking coming in and then in fact I was looking at the stock a few minutes before we came on this and I think that's a little bit of what might be happening because the stock looks like it's down about three percent today so there might be a little profit taking going on right now but I think that might just be setting it up to move the next leg higher what do you think Thomas yeah I agree I mean that the movements have been big so people that are already in the stock will be taking taking profits that could cap some gains at least cost some volatility but I think the the consensus targets are going to continue to move higher um the the addressable Market is huge the amount of growth they're looking at is huge um Nvidia is about 80 percent of the market share for AI right now I mean if a and d can capture just five percent of that market this year that equals 10 Revenue growth by itself you know the industry is supposed to grow at a 50 cagr for the next couple of years I mean AMD doesn't have to do a lot for this to be a real needle moving event for them so obviously there's a big Catalyst for A and B but is there anything else that we can expect in the way of catalyst that are going to move it higher the rest of the year and I know I don't know are either of you concerned about this AI hype I mean it seems every stock attaches the term Ai and includes I read this on Market beat um all the time but today specifically I read that artificial intelligence it's a global theme right now in the market Thomas are we creating an AI bubble as we speak and there's AMD late to the AI party well are we creating a bubble probably is it the end of the bubble I doubt it this Mark is probably going to be frothy for a while but it's going to be moving higher for a while speaking to AMD being late to the party hell no just what I said before the market share that they have the potential market share they can gain just that is enough to drive this company's growth if the um if the industry actually likes the chips and they performed better and they actually start really taking market share from Nvidia this company could double or triple in size I mean that that's significant this is a time when um you know investors really need to look at AI with a long-term lens because I know that there's a little bit of noise going on right now where they're saying companies like AMD may not generate the revenue and earnings that analysts expect because cloud service providers may be cutting some of their capex expenditures but that's a short-term that's a speed bump really I mean that's that's not something that's going to happen long term and I think again if you're looking at this industry in this sector with a wider lens um we're just I agree with Thomas we're just at the beginning um and where that end point is we don't know but it's at some point in the distant future right I mean just think about how many chip companies right now are thinking how do we make a GPU that's even better AMD how do we put 10 000 transistors in there how do we get an extra couple of extra you know thousand gigs of memory in there I mean that's those things are coming we've we've entered a chip war and this is this is the first is the first this is the first battle right here the first the first shots have been fired AMD says Nvidia we're coming to get you and Nvidia should watch out yeah I don't know is that a threat Thomas for me but I think that Nvidia I mean they're pretty established and they dominate the market they're not going to fall by the wayside but when their Outlook is based on 80 market share and now AMD could take five ten fifteen twenty percent of that share away from them that's going to have an impact on nvidia's Outlook yeah the same way that it will on amd's Outlook I think one interesting Factor here is also going to be which one of these two companies is going to be the fastest to onshore their chip production into the United States because right now China is a little bit of an overhang over both these stocks I think the company that onshores that production into the into the us is going to really benefit here well Chris that's why Intel is going to be a good play Intel they're not a great chip manufacturer their business the in business isn't that awesome they do have ai exposure but they're also a Foundry they're expanding their Foundry services and they're building new Founders in America so I think AI Nvidia and AMD INTC they're all going to be tied together for the next few years so there you go guys we talked about the news surrounding AMD what the analysts are saying if AMD is too late to the AR AI party we declared it is not too late um but if there's anything here you want to continue the conversation about let us know down in the comments we love hearing from you Chris and Thomas are always looking for people to challenge their stance right guys Bring It On absolutely all right well we'll talk to you soon thanks guys
Comments 0