IB Net Payout Yields Model

AMD: Just Let It Run

AMD has the capacity to surpass forecasted weak sales growth in Q3 and beyond.
The chip company appears poised to make the jump to 40%-plus gross margins due to higher margins from EPYC.
Look for the long-term EPS target to get hiked above the $0.75 estimate.
After a stunning rally to $30, investors might be shocked to find out that Advanced Micro Devices (AMD) already is at the end of the growth phase, according to forecasts. As per my previous research, the cyclical nature of the business should haunt the stock at these levels, but the business trends remain far too bullish to dump AMD and run away here.
Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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