Скачать или смотреть Cycle Time Bomb... or Secular AI Winner? AMD Stock Explained

AMD was nearing bankruptcy just a decade ago... now they have displaced Intel as the leader in Server CPUs and are trying to compete in GPUs against Nvidia. They put out ambitious goals, which if they achieve them would put their stock at just 10x earnings. Key to the AMD story is whether demand for chips will be more steady and longer lasting than in the past because history shows demand cycles can be brutal. In this video I analyze AMD's business and go into great detail to explain their products, competitive position, and opportunity!

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I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics.

Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business!

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Chapters

0:00 — -24% Selloff
7:05 — Business Overview
12:56 — Business Segments
23:10 — Transformational Acquisitions
26:30 — Product Competitive Analysis
44:53 — Unspoken Nvidia Risk
52:23 — Valuation
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Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm that caters to professional investor and hedge funds. You can find out more about the research firm at www.SpeedwellResearch.com

Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news.

Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK...

Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast...


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Nothing here is financial advice. See channel disclaimers.

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#investing #stockmarket #finance