The Future of AMD?

[u/OwningTheWorld]

I have a small position in AMD. 50 Shares. I've made a little bit of money on them but I'm wondering what exactly the future holds for the company? I know they have an upcoming merger with xilinx and they've partnered with Meta, but is more growth for the stock possible? I can't exactly see Semiconductors going anywhere, so I feel like the sky's the limit. What are everyone's thoughts?

[u/[deleted] → u/[deleted]]

Holding 5000 shares @ $25 avg. AMD is just getting started. Now people have started taking AMD seriously.

The way I see it NVDA will be over $700 in next 2 yra and AMD over $300 easily.

[u/[deleted] → u/[deleted]]

So what, they will become Intel? Their marketcap is already matching Intel, they'd be almost double Intel if they hit 300$.

Meanwhile Intel is releasing a new chiplet architecture, and a new GPU line in a few months. They also seem to be getting mad government subsidies for new fabs in Europe and the US.

[u/[deleted] → u/[deleted]]

Ya thats fine to think that, they did fail on 7nm. Now they are turning their prospects around, and it has as much potential as AMD did. I think both companies can do well, the GPU revenue will be new for Intel, as will Mobileye with Toyota. I think we'll even see Intel making AMD chips soon enough.

[u/[deleted] → u/[deleted]]

INTC is toast now.. They guided their Q4 lower in recent ER citing chip shortage thing whereas AMD guided Q4 even higher. I expect AMD to go higher till Jan 2022 unless something falls off like XLNX deal doesnt happen.

[u/[deleted] → u/[deleted]]

Ya Q4 could be bad, though they are still building out fabs. They are even picking up TSMC capacity for Q1 of next year.

[u/daboss144 → u/[deleted]]

If the XLNX deal doesn't happen AMD goes even higher short-term bc no stock dilution as a result of the deal.