If Nvidia has good earnings does that help AMD or hurt AMD?
Do you think we get to $200 by November 11 meeting after q3 earnings?
Do you think we hit 1 trillion market cap by 2028?
What are people's predictions?
Do you think AMD goes back on bull run from IBM partnership and Nvidia earnings tomorrow?
byu/Commercial_Woman7284 instocks
Posted by Commercial_Woman7284
11 Comments
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Boy, I sure hope so. I have AMD calls expiring on Friday.
No one knows, comments here will be copium no matter what
I think all AI stocks will go up if NVIDIA has good earnings as it would reinforce AI dominance and calm people’s nerves about AI being a bubble.
I think amd slowly sinks to $110 for 9 months before running back to ath for 2 months
It’s possible. At most, AMD would run up to $183-185 this week, based on their 10 week trailing volatility. I’ve got some 170/180/190 call flies for Friday for $0.85.
Going to unload half at open and ride for free.
The IBM partnership is definitely a nice catalyst for AMD, especially in data center and quantum-related headlines, but Nvidia earnings will probably set the tone for the whole sector. If NVDA beats, it usually lifts sentiment for AMD too, even if Nvidia is the direct competitor. If they miss, it can drag AMD down with them.
$200 by November is possible but it would take strong Q3 earnings and a generally supportive market. Analysts have targets in the $180–210 range, so it’s not out of the question.
As for a trillion market cap by 2028, that is a stretch but not impossible if AMD keeps executing in AI GPUs, server chips, and data centers. They would need a lot of consistent growth and market share gains from Nvidia and Intel to get there.
Curious what everyone else thinks. Are you bullish into Q3 or more cautious with how stretched semis already are?
IBM partnership is a nice catalyst for AMD, but to be real, Nvidia earnings tomorrow will set the tone for the whole sector. If NVDA crushes, AMD usually rides the wave. If NVDA disappoints, semis pull back together.
$200 by November is not crazy if Q3 numbers are strong and the market stays supportive. Analysts have targets in the $180 to $210 range, so it is possible.
As for $1T by 2028, that is ambitious. AMD would need to keep taking share from Intel and build a bigger AI GPU presence. Not impossible, but the execution has to be flawless.
What do you all think, does NVDA earnings lift all boats or just keep them in Nvidia’s shadow?
NVDA going to need a blowout earnings for AMD to jump with them.
The long term catalyst AMD needs is large scale adoption of their AI GPU’s – MI3xx. Given that the company itself won’t provide any material guidance in this area, it’s safe to assume they’re not making any traction yet on NVDA CUDA.
IMO – It’s very difficult to see that happening anytime soon. First of all you have all the ML/DL engineers using CUDA for the past 15 years. As everyone is looking for first mover advantage, I can’t really see any of the big players looking to divert time looking into an alternative over something that’s been baked into the industry. NVDA basically has the entire ecosystem; GPU cluster with high speed links.
And secondly, NVDA has always made best in class products and have had top GPU for 25 years. Strip away the names for a minute and just look at the scenario. Here we have a top class product that everyone knows and loves that has a great reputation spanning over a decade. Now another entrant is trying to make a competing product that at best you could say is near equivalent, but it’s not in any way a game changer/next generation step ahead. What’s the incentive/motivation to swap to the new? Is there one?
How does w o l f play in all this or even does it? Good chip innovator but hasn’t seen much movement