US Stocks _AMD Investments 5
Extreme stocks: AMD, which made a name for itself in the first half of the 2019 US stock market's highest return rate, fell very sluggishly as well
. If you look at stocks for the next five years, you will see a high tusk. In the second half of 2018, as Intel's supply shortage became visible,
I went up and fell like crazy again. Although it is a very good figure that has a long-term upward trend,
You can see. Please be patient with long-term stock investment!
It is the most hot stock before the release of the product. Especially,
Observations will hit the plate, and even if it is released soon, Intel will be smashed, but if you launch it, you will not have much fun.
Of course it goes up steadily, but if you think it's a stock that you will not have until the end, before the product launches,
It is the most popular one a week before the announcement with a voice.
Once you get one momentum, you go to the end: It is in the same direction as # 1, and it is a stock that increases by 10% ~ 15% per day. If you feel like you have a momentum
It steadily soars. That's why I did not go crazy, so I went crazy when I compared the speed with the number 2,
If you feel it, then you should leave it alone. Obviously, there is a timing of stalling, which is the smartest way to sell at that point
The same.
Tax must be considered in advance: Capital gains tax, which is about 22% of profits, becomes worse as profits increase later. In addition,
If you sell now, you will have to pay taxes in May next year.
You must calculate.
AMD Small Business Analysis: Fabless and Strategic Winner>
Moving briefly to enterprise analysis, the fact that AMD's CPU and GPUs perform well is a clear indication of what corporate strategy means. In other words, CPU development / manufacturing ability is good, but Lisa Suuno's management ability is also prestigious.
Here's why I think so.
Although Lisa did not make the split, Lisa has a strategy to make use of this Fab-less percentage. This ability to smoothly move to TSMC as well as taking advantage of the evolution of micro-processing technology due to the production of smartphone APs, while at the same time opening the gap with Global Foundry (a statement of 7NO development failure). In addition, we secured a stable supply of NVIDIA to Samsung.
If we have enough supply stability, which is Fab-Less's biggest problem, then Fabless is a remaining business for AMD. AMD, which can not afford to spend all of its development costs for new processor + process investment for process improvement,
I was able to put in-house resources and the result was the birth of a remarkable CPU called ZEN.
In the future, the point of view is whether the TSMC, which AMD is pushing, can continue to win in the fair competition. But what about it? We can move to Samsung by timing.
Clear strategy and executive power to support the strategy: When asked what is the key strategy that is often important for a company,
It will come out. It is 'choice and concentration'.
It is hard for IT companies to choose and concentrate on this. The reason is that even if you have a unique advantage in a particular industry,
As the market situation changes, it can be a big issue, so IT industry is doing a lot of 'new business' and 'new growth' business. "Future Food"
As a justification.
But our Lisa Sousa was different. Prior to ZEN, we intentionally slowed the development of GPU, one of the company's main revenue streams,
Focus development on ZEN. Killing the business that I am earning now, and I have already developed a CPU that has been knocked out to be a cake for my competitors.
Do you engage? It is not easy. It's not so easy, but Lisa Suun has done it well,
There is.
Choice and concentration. It is easy to say, but this is a situation where you can eat a bowl of chanpon and myeonjangmyeon overturned champon and eat 1.5 bowl of myeonjangmyeon
It is not as easy as corporate management to make a decision.
Superior Sales Force: Lisa Suuno's achievement is the delivery of AMD APU to both consoles. Besides that, there are amazing steps
I've seen a lot of them, especially when I see Intel selling 'Vega', it looks like it has a very good ability (although it did not work well ..)
And now, when you see the Samsung EXINOS selling GPU, it seems that the ability to just put it on and sell it is really good.
In addition to the above, there are numerous, but once you look at these three things, you can see that AMD is approaching the market very strategically. It seems that the way to perform such a 'clear' strategy appeals well not only for technology but also for management ability.
Prospect and conclusion>
My primary target price is $ 40. I think maybe $ 40 would be achievable within this year.
The performance of the newly developed Ryzen 3000 processor is expected to be very good, and for NAVI, the "superiority of the product" is better than Intel, considering that it is also making ineffective parts and making it suitable for gaming I would not.
However, it is estimated that the performance of the Ice Rakes made by Intel will be very good.
But AMD is already on track and there are still many companies that will continue to evolve. I think maybe the products coming out in 2021 will probably tell the fate of both companies.
Thank you for reading so much!