Zen 5 should come soon after Zen 4 because of the Zen 4 delayĪMD will build a massive base of AM5 outfitted datacenters that will be able to drop in Zen 5 and 6 for efficiency gains in the future.
Intel can't give their server products away in most use cases due to the efficiency of Genoa and Bergamo in the future quartersĪMD delayed Genoa two quarters for CXL -> We will see a nice ramp in Q4 and much higher margins if client is still down more than expected Intel can only cut its prices so far before they can no longer fund operations - their massive fab build-out and dividend payment Intel and Nvidia designed more costly (larger) dies than AMD, AMD is ready to take on tough times Intel is dead in datacenter for the next two years
The market has grown substantially and will continue to grow - the addition of Xilinx and Pensado, new AI markets Holding those shares was a great decision even though it was stressful watching 80% of your savings evaporate from saving right out of college.Īt that time, I believed that AMD's IP was so valuable, that it would be bought out before bankruptcy. And unlike the current situation, it wasn't analysts saying that it was a 'slow down' but that bankruptcy was imminent. I had 2133 shares at an average price of $7.59 during AMD's biggest downturn. While the bad performance from the other industry players will likely move the stock down some more, AMD is likely to move much higher in the future.
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