danke für die Berichte.
In dem letzten Bericht über die Wachstumschancen von AMD im Gaming-Markt steht etwas weiter unten auch noch ein Bericht darüber, welche Aktien der Autor jetzt direkt kaufen würde.
Neben Amazon und noch einer Aktie wird dabei auch noch einmal AMD explizit genannt.
Dort heisst es:
"Another high-growth stock set to benefit from cloud computing is Advanced Micro Devices (NASDAQ:AMD). AMD had been an also-ran over much of the past decade, with tiny market share in processors against giant Intel (NASDAQ:INTC), and in graphics processors against leader NVIDIA (NASDAQ:NVDA). However, that's now changing, especially in the processor arena, where AMD managed to actually leap-frog Intel's lead in the race to a 7nm chip back in 2018.
This sets up AMD to take market share from Intel in both the client markets with its Ryzen line of processors, as well as in the data center, with the newly released EPYC data center processors. In client computing, AMD has already taken eight points of unit market share from Intel over the past eight quarters and seems set for much more going forward, as long as its keeps its price-performance lead.
AMD also looks set to take share in the data center, with new contract wins with all three major cloud providers, including AWS, Microsoft Azure, and Google Cloud Platform, as well as being the data center chip used by Twitter (NYSE:TWTR).
Even AMD's semi-custom business should get a boost this year with the upcoming releases of both the new Microsoft Xbox and Sony (NYSE:SNE) PlayStation consoles, which should be ready in time for the holidays later this year. In addition, AMD's chips are set power Google's new Stadia video game streaming platform.
All of these positive developments led AMD to increase its long-term financial targets at its recent Investor Day, with a long-term model of 20%-plus revenue growth, gross margins increasing above 50%, operating margins in the mid-20% range, and free cash flow margins of about 15%.
Given that this profitable growth will be coming from cloud, gaming, and more powerful laptops, AMD's growth shouldn't be that affected by the outbreak. In fact, it could see an acceleration of all these trends once the pandemic has subsided."
Ich finde das gut zusammengefasst.
Grüße BT |
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