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AMD on the road to recovery.

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AMD's share price has been tumbling in the last few weeks, following attacks by Intel across several sectors https://www.fool.com/investing/2022/01/07/intel-launches-broadside-at-amd-and-nvidia/

I hope AMD can turn this around, Zen4 needs to release this year and needs to be stable and competitive with Raptor Lake/Meteor Lake.

Now now, PLEASE stop with the FUD. Check Apple stock in past week.
nVidia also dropped in past month. So there is no tumbling or any other crashing or whatever investment "gurus" might try to call it.
We all should know that stock prices never reflect what is happening with the company technologically at this given moment. Share prices reflect milk fat content divided by zero, nothing else.
Everyone were crying that Alder Lake will be AMD killer, and that Intel is back, yet sales reports from various retailers paint different picture. People are still buying AMD products.
It will take many more products from Intel to take away the momentum AMD has, not just one power hungry chip.
 
Soldato
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AMD's share price has been tumbling in the last few weeks, following attacks by Intel across several sectors https://www.fool.com/investing/2022/01/07/intel-launches-broadside-at-amd-and-nvidia/

I hope AMD can turn this around, Zen4 needs to release this year and needs to be stable and competitive with Raptor Lake/Meteor Lake.

There's nothing to turn around, AMD is doing very well. AMD stock has outperformed Intel in the last year by 10x. A 4% monthly drop along the way is how stock markets work, all massively successful stocks (e.g. Apple, Google, Amazon, etc) have them regularly. In fact AMD's market cap might even surpass Intel's in 2022.
 
Soldato
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And AMD is dominating Intel in server market too, they have a deal with top 5 biggest server players.

I wouldn't say they're dominating Intel, but they're gaining grounds. We've moved all our infrastructure to AMD and ARM on AWS as it's more cost effective. Intel still has the overwhelming market share though.
 
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And don't forget AMD's $35 billion Xilinx acquisition should go through this quarter while Nvidia's $40 billion acquisition of ARM seems pretty much dead.
They are growing, expanding, hiring more people, AMD isn't small player anymore, Intel will have hard times with every generation.
 
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I wouldn't say they're dominating Intel, but they're gaining grounds. We've moved all our infrastructure to AMD and ARM on AWS as it's more cost effective. Intel still has the overwhelming market share though.
Dominating when you consider new deals, they are stealing every big player from Intel. Intel have many old contracts, but it won't last long if they don't create something new.
 
Soldato
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Dominating when you consider new deals, they are stealing every big player from Intel. Intel have many old contracts, but it won't last long if they don't create something new.

Fair enough. They're certainly doing that. They have our business for sure!
 
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