Episode 85: Forget AI Chips, This Is the Real Reason AMD Stock Could Rise In 2024

Episode 85: Forget AI Chips, This Is the Real Reason AMD Stock Could Rise In 2024

In this episode of Chip Stock Investor, Nick and Kasey discuss the much anticipated Q4 2023 earnings for AMD. AMD has been talking plenty about its foray into AI, competing in the same ring as Nvidia. But as we have said before, it's hard to play catch up to the leader. That doesn’t necessarily make us bearish on AMD, however. On the contrary, the focus conveyed in the most recent earnings call and the financial numbers indicate that AMD has a solid growth strategy in the years ahead. Our analysis covers key areas like AMD's merger with Xilinx, the potential for profit margin expansion, and the high-growth AI market and the continued competition with NVIDIA and Intel. But Chip Stock Investor’s primary focus is on AMD's profit margins in 2024, and trends in the PC and laptop sales segment. We conclude with our view on AMD's stock valuation. Stay tuned and make sure you are subbed to receive updates on Amazon, Qualcomm, and Microchip in the coming vids! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website for content on AMD and more!: https://chipstockinvestor.com/amd/ We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #amd #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of AMD

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Episoder(462)

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Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

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Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Jul 11min

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

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2 Jul 10min

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

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30 Jun 17min

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