• Welcome to TechPowerUp Forums, Guest! Please check out our forum guidelines for info related to our community.

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

Joined
Apr 30, 2006
Messages
1,181 (0.18/day)
Processor 7900
Motherboard Rampage Apex
Cooling H115i
Memory 64GB TridentZ 3200 14-14-14-34-1T
Video Card(s) Fury X
Case Corsair 740
Audio Device(s) 8ch LPCM via HDMI to Yamaha Z7 Receiver
Power Supply Corsair AX860
Mouse G903
Keyboard G810
Software 8.1 x64
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.
 
Joined
Apr 12, 2013
Messages
6,750 (1.67/day)
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.
 
Last edited:
Joined
Feb 1, 2017
Messages
53 (0.02/day)
System Name maxedoutgamer
Processor i5-4670k @4.2ghz
Motherboard Asrock z87
Cooling Noctua NH-D14
Memory 16GB ddr3 2133
Video Card(s) gtx 1080 (Palit Jetstream)
Storage 512GB Samsung 840pro
Display(s) Acer B286HK - 4K, baby
Case Fractal Design Define R4
Power Supply evga nex650g
Benchmark Scores eeeexcelent
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...
 
Joined
Jul 16, 2014
Messages
8,120 (2.27/day)
Location
SE Michigan
System Name Dumbass
Processor AMD Ryzen 7800X3D
Motherboard ASUS TUF gaming B650
Cooling Artic Liquid Freezer 2 - 420mm
Memory G.Skill Sniper 32gb DDR5 6000
Video Card(s) GreenTeam 4070 ti super 16gb
Storage Samsung EVO 500gb & 1Tb, 2tb HDD, 500gb WD Black
Display(s) 1x Nixeus NX_EDG27, 2x Dell S2440L (16:9)
Case Phanteks Enthoo Primo w/8 140mm SP Fans
Audio Device(s) onboard (realtek?) - SPKRS:Logitech Z623 200w 2.1
Power Supply Corsair HX1000i
Mouse Steeseries Esports Wireless
Keyboard Corsair K100
Software windows 10 H
Benchmark Scores https://i.imgur.com/aoz3vWY.jpg?2
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.
 
Joined
Feb 18, 2006
Messages
5,147 (0.77/day)
Location
AZ
System Name Thought I'd be done with this by now
Processor i7 11700k 8/16
Motherboard MSI Z590 Pro Wifi
Cooling Be Quiet Dark Rock Pro 4, 9x aigo AR12
Memory 32GB GSkill TridentZ Neo DDR4-4000 CL18-22-22-42
Video Card(s) MSI Ventus 2x Geforce RTX 3070
Storage 1TB MX300 M.2 OS + Games, + cloud mostly
Display(s) Samsung 40" 4k (TV)
Case Lian Li PC-011 Dynamic EVO Black
Audio Device(s) onboard HD -> Yamaha 5.1
Power Supply EVGA 850 GQ
Mouse Logitech wireless
Keyboard same
VR HMD nah
Software Windows 10
Benchmark Scores no one cares anymore lols
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.
 
Joined
Jul 16, 2014
Messages
8,120 (2.27/day)
Location
SE Michigan
System Name Dumbass
Processor AMD Ryzen 7800X3D
Motherboard ASUS TUF gaming B650
Cooling Artic Liquid Freezer 2 - 420mm
Memory G.Skill Sniper 32gb DDR5 6000
Video Card(s) GreenTeam 4070 ti super 16gb
Storage Samsung EVO 500gb & 1Tb, 2tb HDD, 500gb WD Black
Display(s) 1x Nixeus NX_EDG27, 2x Dell S2440L (16:9)
Case Phanteks Enthoo Primo w/8 140mm SP Fans
Audio Device(s) onboard (realtek?) - SPKRS:Logitech Z623 200w 2.1
Power Supply Corsair HX1000i
Mouse Steeseries Esports Wireless
Keyboard Corsair K100
Software windows 10 H
Benchmark Scores https://i.imgur.com/aoz3vWY.jpg?2
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!
 
Joined
Jun 10, 2014
Messages
2,902 (0.80/day)
Processor AMD Ryzen 9 5900X ||| Intel Core i7-3930K
Motherboard ASUS ProArt B550-CREATOR ||| Asus P9X79 WS
Cooling Noctua NH-U14S ||| Be Quiet Pure Rock
Memory Crucial 2 x 16 GB 3200 MHz ||| Corsair 8 x 8 GB 1333 MHz
Video Card(s) MSI GTX 1060 3GB ||| MSI GTX 680 4GB
Storage Samsung 970 PRO 512 GB + 1 TB ||| Intel 545s 512 GB + 256 GB
Display(s) Asus ROG Swift PG278QR 27" ||| Eizo EV2416W 24"
Case Fractal Design Define 7 XL x 2
Audio Device(s) Cambridge Audio DacMagic Plus
Power Supply Seasonic Focus PX-850 x 2
Mouse Razer Abyssus
Keyboard CM Storm QuickFire XT
Software Ubuntu
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.
 
Joined
Apr 12, 2013
Messages
6,750 (1.67/day)
Oh no! there goes my expectation bubble!
Meh ETH(ereum) is much more promising & risky o_O

If I'm reading the chart correctly its up over 13x just this year :respect:
 
Joined
Jul 16, 2014
Messages
8,120 (2.27/day)
Location
SE Michigan
System Name Dumbass
Processor AMD Ryzen 7800X3D
Motherboard ASUS TUF gaming B650
Cooling Artic Liquid Freezer 2 - 420mm
Memory G.Skill Sniper 32gb DDR5 6000
Video Card(s) GreenTeam 4070 ti super 16gb
Storage Samsung EVO 500gb & 1Tb, 2tb HDD, 500gb WD Black
Display(s) 1x Nixeus NX_EDG27, 2x Dell S2440L (16:9)
Case Phanteks Enthoo Primo w/8 140mm SP Fans
Audio Device(s) onboard (realtek?) - SPKRS:Logitech Z623 200w 2.1
Power Supply Corsair HX1000i
Mouse Steeseries Esports Wireless
Keyboard Corsair K100
Software windows 10 H
Benchmark Scores https://i.imgur.com/aoz3vWY.jpg?2

Perihelion

New Member
Joined
May 26, 2017
Messages
2 (0.00/day)
For the sake of competition (and Amd) People should really consider buying an Amd product, after all they are not bad at all.
 
Joined
Jul 9, 2015
Messages
3,413 (1.06/day)
System Name M3401 notebook
Processor 5600H
Motherboard NA
Memory 16GB
Video Card(s) 3050
Storage 500GB SSD
Display(s) 14" OLED screen of the laptop
Software Windows 10
Benchmark Scores 3050 scores good 15-20% lower than average, despite ASUS's claims that it has uber cooling.
If you're already on intel, you may have the option to keep your motherboard




it dropped hard AFTER release when the real benchmarks came out
It dropped after FINANCIAL results came (which were just in line with predictions)
 
Joined
Jul 9, 2015
Messages
3,413 (1.06/day)
System Name M3401 notebook
Processor 5600H
Motherboard NA
Memory 16GB
Video Card(s) 3050
Storage 500GB SSD
Display(s) 14" OLED screen of the laptop
Software Windows 10
Benchmark Scores 3050 scores good 15-20% lower than average, despite ASUS's claims that it has uber cooling.
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.)
 

the54thvoid

Intoxicated Moderator
Staff member
Joined
Dec 14, 2009
Messages
12,463 (2.37/day)
Location
Glasgow - home of formal profanity
Processor Ryzen 7800X3D
Motherboard MSI MAG Mortar B650 (wifi)
Cooling be quiet! Dark Rock Pro 4
Memory 32GB Kingston Fury
Video Card(s) Gainward RTX4070ti
Storage Seagate FireCuda 530 M.2 1TB / Samsumg 960 Pro M.2 512Gb
Display(s) LG 32" 165Hz 1440p GSYNC
Case Asus Prime AP201
Audio Device(s) On Board
Power Supply be quiet! Pure POwer M12 850w Gold (ATX3.0)
Software W10
...... (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.
 
Joined
Oct 27, 2009
Messages
1,133 (0.21/day)
Location
Republic of Texas
System Name [H]arbringer
Processor 4x 61XX ES @3.5Ghz (48cores)
Motherboard SM GL
Cooling 3x xspc rx360, rx240, 4x DT G34 snipers, D5 pump.
Memory 16x gskill DDR3 1600 cas6 2gb
Video Card(s) blah bigadv folder no gfx needed
Storage 32GB Sammy SSD
Display(s) headless
Case Xigmatek Elysium (whats left of it)
Audio Device(s) yawn
Power Supply Antec 1200w HCP
Software Ubuntu 10.10
Benchmark Scores http://valid.canardpc.com/show_oc.php?id=1780855 http://www.hwbot.org/submission/2158678 http://ww


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.
 

cdawall

where the hell are my stars
Joined
Jul 23, 2006
Messages
27,680 (4.27/day)
Location
Houston
System Name All the cores
Processor 2990WX
Motherboard Asrock X399M
Cooling CPU-XSPC RayStorm Neo, 2x240mm+360mm, D5PWM+140mL, GPU-2x360mm, 2xbyski, D4+D5+100mL
Memory 4x16GB G.Skill 3600
Video Card(s) (2) EVGA SC BLACK 1080Ti's
Storage 2x Samsung SM951 512GB, Samsung PM961 512GB
Display(s) Dell UP2414Q 3840X2160@60hz
Case Caselabs Mercury S5+pedestal
Audio Device(s) Fischer HA-02->Fischer FA-002W High edition/FA-003/Jubilate/FA-011 depending on my mood
Power Supply Seasonic Prime 1200w
Mouse Thermaltake Theron, Steam controller
Keyboard Keychron K8
Software W10P
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?
 
Joined
Sep 15, 2007
Messages
3,944 (0.65/day)
Location
Police/Nanny State of America
Processor OCed 5800X3D
Motherboard Asucks C6H
Cooling Air
Memory 32GB
Video Card(s) OCed 6800XT
Storage NVMees
Display(s) 32" Dull curved 1440
Case Freebie glass idk
Audio Device(s) Sennheiser
Power Supply Don't even remember

cdawall

where the hell are my stars
Joined
Jul 23, 2006
Messages
27,680 (4.27/day)
Location
Houston
System Name All the cores
Processor 2990WX
Motherboard Asrock X399M
Cooling CPU-XSPC RayStorm Neo, 2x240mm+360mm, D5PWM+140mL, GPU-2x360mm, 2xbyski, D4+D5+100mL
Memory 4x16GB G.Skill 3600
Video Card(s) (2) EVGA SC BLACK 1080Ti's
Storage 2x Samsung SM951 512GB, Samsung PM961 512GB
Display(s) Dell UP2414Q 3840X2160@60hz
Case Caselabs Mercury S5+pedestal
Audio Device(s) Fischer HA-02->Fischer FA-002W High edition/FA-003/Jubilate/FA-011 depending on my mood
Power Supply Seasonic Prime 1200w
Mouse Thermaltake Theron, Steam controller
Keyboard Keychron K8
Software W10P
Joined
Jun 28, 2016
Messages
3,595 (1.26/day)
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...
 
Joined
Feb 18, 2012
Messages
2,715 (0.61/day)
System Name MSI GP76
Processor intel i7 11800h
Cooling 2 laptop fans
Memory 32gb of 3000mhz DDR4
Video Card(s) Nvidia 3070
Storage x2 PNY 8tb cs2130 m.2 SSD--16tb of space
Display(s) 17.3" IPS 1920x1080 240Hz
Power Supply 280w laptop power supply
Mouse Logitech m705
Keyboard laptop keyboard
Software lots of movies and Windows 10 with win 7 shell
Benchmark Scores Good enough for me
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.
 
Joined
Jun 28, 2016
Messages
3,595 (1.26/day)
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).
 
Joined
Feb 18, 2012
Messages
2,715 (0.61/day)
System Name MSI GP76
Processor intel i7 11800h
Cooling 2 laptop fans
Memory 32gb of 3000mhz DDR4
Video Card(s) Nvidia 3070
Storage x2 PNY 8tb cs2130 m.2 SSD--16tb of space
Display(s) 17.3" IPS 1920x1080 240Hz
Power Supply 280w laptop power supply
Mouse Logitech m705
Keyboard laptop keyboard
Software lots of movies and Windows 10 with win 7 shell
Benchmark Scores Good enough for me
How can AMD pay a dividend when it hasnt made any money in years.
 
Joined
Jun 28, 2016
Messages
3,595 (1.26/day)
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.
 
Joined
Feb 12, 2015
Messages
1,104 (0.33/day)
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.
 
Joined
Feb 12, 2015
Messages
1,104 (0.33/day)
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.
 
Joined
Jun 28, 2016
Messages
3,595 (1.26/day)
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. ;)
 
Top