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Francis175 : The stock price has already fallen this much, are you still not satisfied? Do you need it to fall to 0 for you to be satisfied?
10baggerbamm OP Francis175 : it's not a matter of trying to find value you have to be able to exceed your projections and AMD has fallen short now three out of four quarters
you need to be able to grow your margins this is where AMD has struggled and will continuously struggle. your margins decline it means you're not a price leader and you need to compete on price in order to move inventory which means you're selling a commodity. that means it's not unique it's one of many on the shelves that a customer can pick from.
the gaming business and AMD is a disaster and the personal computer line is in decline and that comes from Hewlett-Packard and Dell Dave issued negative guidance earlier this year. trying to continuously catch the falling knife is futile. at some point in time the stock will trade back up again there's going to be momentum investors buying into it and I don't know when that is.
the general rule of thumb is when stocks trade up on bad news so the earnings miss their margins miss the guidance is weak but the stocks trade up that is indicative of a bottom.
problem that I see with AMD and it's the same as with Nvidia these are pawns on the chessboard that President Trump is using as a tool with negotiating
there's 18 sovereign Nations that have the ability to buy Nvidia and AMD right now that being said I have very little doubt that all of these nations are going to be very quick to negotiate with President Trump and agree to the terms that are proposed by his team. and I believe what you're going to see happen with Nvidia and AMD is the tier Pier 1 countries will fall to tier two and some tier two will fall into your three which means they're going to be banned. so you're going to have Nations that can buy whatever they want right now with Nvidia and AMD that will then fall into a bucket where they're limited to what they can buy and some will fall into the red bucket if you will that they will be prohibited from buying anything
there's three buckets of green a yellow and a red that's what the head of the treasury is using when they're placing these nations in a tariff percent.
so I think because certain nations are going to be declining I don't believe any are going to get moved up it's going to impact revenue and profitability for NVIDIA and AMD
so I don't see the need to buy them I don't see the reason to own them I can't get excited about either I think they're dead money