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Re: Morning Tech Bits
Jul 25, 2020, 16:02
12.
Re: Morning Tech Bits Jul 25, 2020, 16:02
Jul 25, 2020, 16:02
 
Cram wrote on Jul 24, 2020, 15:48:
RogueSix wrote on Jul 24, 2020, 14:48:
Cram wrote on Jul 24, 2020, 13:41:
Seriously considering buying some stock of AMD (not just because it went nuts today and a couple days ago)... With RNDA2, Zen3 and 4 coming up, RDNA3 and the consoles releasing in a few months if feels like it's a stock that can't fail... EDIT: and their continuing growth/success in the server market and expanding in OEMS too for their processors.

As usual for the stock market most of the above is already factored into the current valuation of the stock... and some would say it is factored in more than properly already. The AMD P/E ratio is already through the roof. AMD has a P/E of over 70 while Intel sits at 12, i.e. AMD stock is valued 6x higher than Intel (nVidia is at about 40 by the way which is also considered "dangerously" high by many). The long term S&P 500 average P/E is between 13 and 15. AMD will have to keep posting record after record to justify the high valuation or many investors will drop it like a hot potato if there is as much as a slight hiccup.

OTOH, the stock market rarely follows logic. It is entirely possible that AMD stock will just keep trucking into infinity. I will stay away from it but that might be a poor choice, of course, if the stock hits $100 next year. Hindsight is always 20/20.
As a more conservative investor, I have personally invested in a less "hot" and more neutral stock a few months ago: TSMC. Bought it in March and it stands at +33% for now. Not too bad...

Thank you for the reply - I'm a stock market scrub looking to take a course.
TSMC, the growing demand for their services is insane. Grats on the ROI.
Both stocks will go into the toilet if the mainland attacks Taiwan.
I'm a smoldering volcano of virility. At least, that's what I tell myself.
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