Thursday, November 15, 2018

AMD: Big Horizon

The New Horizon event unleashed a big horizon for 7nm chips in the datacenter space.
The AWS deal reduces the risk to the investment story.
Analyst estimates for 2019/2020 are only taking into account baseline server CPU market share gains.
The recent dip in Advanced Micro Devices (AMD) to below $17 and Monday's drop to $19 are rare opportunities to own a tech company on a major dip in front of a massive new product release. The Next Horizon event highlighted the big opportunity in the datacenter, reinforcing our bullish investment thesis.
Read the full article on Seeking Alpha. 
Update 11/15: AMD closed down 5% in after-hours trading due to weak results from Nividia (NVDA). Those results shouldn't impact the market share gains expected of AMD in 2019 and beyond.






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