TinyRabbit
2021-09-12

$AMD(AMD)$ 3 Reasons $AMD(AMD)$ Is a Buy [财迷]




1. Extra supply equated to a sales beat

2. Years of market share gains could lie ahead

3. AMD is now a highly profitable firm


AMD's stock now trades for 46 times trailing-12-month free cash flow. Considering the growth it expects to generate on its own and the looming addition of Xilinx, shares look like a long-term value right now.



Key Points

  • Sales growth guidance for full-year 2021 was upgraded from 50% to 60%.
  • AMD is eating market share at the expense of Intel.
  • Once the underdog, highly profitable AMD has become a force to be reckoned with.


免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

精彩评论

  • 杜向峰
    2021-09-12
    杜向峰
    我认为AMD会像苹果一样,变成养老股,会非常稳定
  • 短线机遇
    2021-09-12
    短线机遇
    希望AMD能适当调整一下,给我一个上车的好机会。
  • 去二三四五
    2021-09-12
    去二三四五
    AMD接下来还会有很大的上升空间。我持续看好AMD
发表看法
3