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Rosenblatt Securities: "Buy" Rating to AMD Stock, "Sell" for Intel

While AMD is doing great compared to the last afew years; I still dont see them being profitable in the long term. Ryzen isnt fast enough to keep them competitive for 3-5 years until they release their next architecture.
 
While AMD is doing great compared to the last afew years; I still dont see them being profitable in the long term. Ryzen isnt fast enough to keep them competitive for 3-5 years until they release their next architecture.
It doesn't need to be top of the hill, what it needs is to be competitive or better than Intel in perf/W & as tests have shown the 1700 is at least on par if not better than BDW-E in that regard.
How this translates to servers where it'll be running 24/7 plus having beefier I/O & 8 channel mem is anyone's guess, but the fact that they've gone the SoC route sounds really promising atm.
 
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just remember - stock market is not for fun and games... those people who bought AMD stock for Ryzen - from 2017 February till April got burned -30% (in few months!)... most of analysts and agencies still have the same "Buy" ratings - stock market is runed by: 1) smartmoney; 2) under payroll "news"agencies; 3) supercomputers with pretty advanced AI - if you do not have access to any of those - you will get burned - no matter how good are data came if of the company you have stocks, no matter how good future it seems. AMD will do the best it has done in 10 years - but its stock price is unpredictable - now it is 11$ (came down from 14+), it could be 5$ after 2 month or it could be 20$ - not you, not me, not AMD will decide that...
 
just remember - stock market is not for fun and games... those people who bought AMD stock for Ryzen - from 2017 February till April got burned -30% (in few months!)... most of analysts and agencies still have the same "Buy" ratings - stock market is runed by: 1) smartmoney; 2) under payroll "news"agencies; 3) supercomputers with pretty advanced AI - if you do not have access to any of those - you will get burned - no matter how good are data came if of the company you have stocks, no matter how good future it seems. AMD will do the best it has done in 10 years - but its stock price is unpredictable - now it is 11$ (came down from 14+), it could be 5$ after 2 month or it could be 20$ - not you, not me, not AMD will decide that...
quite true, but this bit of news will affect the price positively.
 
just remember - stock market is not for fun and games... those people who bought AMD stock for Ryzen - from 2017 February till April got burned -30% (in few months!)... most of analysts and agencies still have the same "Buy" ratings - stock market is runed by: 1) smartmoney; 2) under payroll "news"agencies; 3) supercomputers with pretty advanced AI - if you do not have access to any of those - you will get burned - no matter how good are data came if of the company you have stocks, no matter how good future it seems. AMD will do the best it has done in 10 years - but its stock price is unpredictable - now it is 11$ (came down from 14+), it could be 5$ after 2 month or it could be 20$ - not you, not me, not AMD will decide that...
stocks are and always have been investments. Name one that pays itself back in 2 months. Most if not all good investments lose in the beginning and then later pay themselves off.

Now if you're still 30% down next year then you can start bitching. But the idea that the stock should only go up isn't a rational one.
 
stocks are and always have been investments. Name one that pays itself back in 2 months. Most if not all good investments lose in the beginning and then later pay themselves off.

Now if you're still 30% down next year then you can start bitching. But the idea that the stock should only go up isn't a rational one.

Oh no! there goes my expectation bubble!
 
First rule of investment: buy low, sell high.
You should have bought AMD stocks a year ago, and sell them now before the bubble bursts.
 
Oh no! there goes my expectation bubble!
Meh ETH(ereum) is much more promising & risky o_O
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If I'm reading the chart correctly its up over 13x just this year :respect:
 
For the sake of competition (and Amd) People should really consider buying an Amd product, after all they are not bad at all.
 
If you're already on intel, you may have the option to keep your motherboard


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it dropped hard AFTER release when the real benchmarks came out
It dropped after FINANCIAL results came (which were just in line with predictions)
 
AMD have no option but to be cheaper because the CPU isn't as good.
Well, there is something which bugs me with Ryzen assesments.
They handily beat (sure, with having more cores) 7700k at all but games, but actually beat it at some games too.
How would Intel's own 8 core fare vs 7700k? Oh, also be slower at most games.

8 core vs 8 core they beat Intel cores. (some cool caching stuff kicks in, plus branch predictor seems to be optimized for certain benches, anand's theory also that it will improve in upcoming revisions)

There is clear perf/watt parity (if not to say, AMD is ahead) and that despite inferior fabs. ("stuck on 28nm we learned to do many tricks" was AMD's explanation)

Server chips look like we are in "wipes the floor" area, with some bonus features such as on the fly AES encryption of mem (apparently came from consoles)

Yet people speak about them as if they were somehow flawed.

When applied to 1060 vs 480 gaming benches show that quite a bit of gaming performance gap has to do with nvidia's drivers. (I don't mean that nvidia did that on purpose, it's just buldozers were so far behind nobody cared.)
 
...... (so long as you're willing to deal with the truly insane heat and power draw when they're pushed significantly beyond 4GHz).

lol - yeah, - I'm on air and stayed at 3.9Ghz - temps are manageable (benchmark stabilised about 70, gaming low 60's) with not much fan noise but when I tried 4Ghz the temps blew straight into the 80's and i pretty much realised there an then I wasn't going to get 4Ghz with my chip.
 
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It dropped after FINANCIAL results came (which were just in line with predictions)

It is like people forget about the 1156 socket... It didn't even get a tock... 6mo. life.
 
It is like people forget about the 1156 socket... It didn't even get a tock... 6mo. life.

Both companies have done that. Remember FM1?
 
I have to say: almost nothing on this forum is as entertaining as these stock-related discussions. :p

My opinion is that once AMD gets all of their Ryzen CPUs and Vega GPUs into the supply channels there will be a pretty big rise in AMD stock. Possibly up to around $19 a share after this summer but as always buying individual stocks is a gamble for most people.

No offense, but this is NOT how stock market works.

But you're right about one thing: that investing is a gamble for most people. Surely, if can't be otherwise if people decide to buy AMD stock based on Ryzen benchmarks...
 
I have to say: almost nothing on this forum is as entertaining as these stock-related discussions. :p



No offense, but this is NOT how stock market works.

But you're right about one thing: that investing is a gamble for most people. Surely, if can't be otherwise if people decide to buy AMD stock based on Ryzen benchmarks...
I put my money into a nice s&p 500 index and let it ride.
 
I put my money into a nice s&p 500 index and let it ride.
And that's the best approach for those living in US (as SP500 provides a comfortably stable 10% yearly), but seldom used... sadly.

In some countries, it's a bit more challenging, though.
Where I live (Poland, but true for most of Eastern Europe) investing in stock indexes is fairly pointless (they're very risky and usually nowhere near as profitable as SP500).
At this point I'm at 80% in funds (with avg return 8% yearly) - slightly below S&P (and even below the polish Stock Exchange), but a lot safer.
The rest is a fairly small number of stocks (currently 4) that I check on a weekly basis. So on one hand: it kind of works. Historically I'm at around 30% yearly (much better lately). But it does cost me around 10 hours a month. :/

Going back to AMD, I think quite a lot of investors are pretty naive... This discussion is a good example of the problem.
Let's just forget about those that buy AMD because they like the company (nothing to add here...).
We see comments that sales of Ryzen will get the stock to $20 or more... Well, earlier this year it got to $15 based on hopes that - after few months - seemed fairly optimistic.
Also the profit margin on Ryzen is still a great mystery...
The Q1 results were somehow disappointing on both revenue and profit - investors expected better figures after 1 month of Ryzen sales (which includes pre-orders).

For me the biggest problem with AMD is that there's no dividend. Possibly the best thing about investing in US is that almost all large companies share their earnings - often on a quarterly basis (which is almost unheard of in most countries).
 
How can AMD pay a dividend when it hasnt made any money in years.
 
How can AMD pay a dividend when it hasnt made any money in years.
Isn't it in the strategy? I'm sure I've seen it in one of the reviews, but can't find it now. ;(
AFAIR they said all earning are invested into further R&D.
And this would make total sense. AMD's business model is all about making a big BANG every few years, not stable financial results (like Intel/Nvidia). So paying a dividend would be fairly pointless anyway.
 
I hope to buy Intel stocks within a year or so, but right now it is DEFINITELY a sell lol. The opposite is true of AMD.
 
Both companies have done that. Remember FM1?

You would be surprised how popular the FM1 APU's were. Back then you could basically get a Phenom CPU + 6450, which would allow 720p gaming in an APU for the first time in history. It was very cool.
 
I hope to buy Intel stocks within a year or so, but right now it is DEFINITELY a sell lol. The opposite is true of AMD.
Wanna bet? I say that in a month starting today Intel will give a higher return rate.
The loser writes a limerick praising the company who's stock won.

Pff. I'm ready to bet that Intel's stock will go up and AMD's will drop. You can up the ante if you wish. ;)
 
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