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AMD next to Theranos and Nikola? Would you care to elaborate? I might need to sell some shares...
by egman_ekki 6y ago
AMD next to Theranos and Nikola? Would you care to elaborate? I might need to sell some shares...
- dragontamer 6y agoAMD is a fine company but its stock price has been overtaken by hype. AMD currently doesn't have the capacity to grow its marketshare. Its only got so many TSMC slots. We're in a period where every chipmaker is selling out every single chip they make, but AMD still isn't making as much revenue as NVidia or Intel because they're simply capacity constrained. AMD will stick around for sure IMO, but they're not nearly as strong as their stock price makes them seem. With that being said, the Xilinx purchase (lolwut?) will put them in a stronger position. Frankly though, AMD has no business buying a behemoth like Xilinx. But... if their investors give them enough money, then sure, I guess its a good move.
- 908B64B197 6y agoAMD proved they have a solid design and that they were able to execute on it. Being capacity constrained is a nice problem to have.