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AMD Earnings Report The Real Story Behind the Numbers | Value Investor Chatter | #166

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Konten disediakan oleh valueinvestor.org. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh valueinvestor.org atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company.

Episode Outline

(00:04) "Exploring AMD's Rise in the Semiconductor Industry"

(05:50) Analysis of AMD's Market Cap and Earnings Report

(08:14) Analysis of AMD's Quarterly Financial Results

(11:41) Analysis of Intel Corporation's Q2 2020 Financial Results

(14:27) Analysis of PC Sales and Data Center Revenues in 2021

(16:07) Analysis of Data Centers and Chip Companies in the Cloud Computing Industry

(18:01) Discussion on the Impact of AMD on the Data Center and Cloud Computing Landscape

(23:33) Discussion on AMD's Cloud Infrastructure and the Impact of Nvidia

(25:51) Analysis of the Chip Manufacturing Industry: Challenges and Opportunities

(27:40) Discussion on the Challenges of the Semiconductor Industry

(29:55) Analysis of Carp Company's Financials and Valuation

(32:18) Heading: Discussion on AMD's Free Cash Flow and Potential Disruption from Apple and Amazon

Socials:

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episode

Artwork
iconBagikan
 
Manage episode 354317349 series 2430352
Konten disediakan oleh valueinvestor.org. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh valueinvestor.org atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company.

Episode Outline

(00:04) "Exploring AMD's Rise in the Semiconductor Industry"

(05:50) Analysis of AMD's Market Cap and Earnings Report

(08:14) Analysis of AMD's Quarterly Financial Results

(11:41) Analysis of Intel Corporation's Q2 2020 Financial Results

(14:27) Analysis of PC Sales and Data Center Revenues in 2021

(16:07) Analysis of Data Centers and Chip Companies in the Cloud Computing Industry

(18:01) Discussion on the Impact of AMD on the Data Center and Cloud Computing Landscape

(23:33) Discussion on AMD's Cloud Infrastructure and the Impact of Nvidia

(25:51) Analysis of the Chip Manufacturing Industry: Challenges and Opportunities

(27:40) Discussion on the Challenges of the Semiconductor Industry

(29:55) Analysis of Carp Company's Financials and Valuation

(32:18) Heading: Discussion on AMD's Free Cash Flow and Potential Disruption from Apple and Amazon

Socials:

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episode

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