Word abonnee en neem Beursduivel Premium
Rode planeet als pijlen grid met hoorntjes Beursduivel
Uitgebreid zoeken

Amerikaanse aandelen Terug naar discussie overzicht

AMD (Advanced Micro Devices )

1.667 Posts
Pagina: «« 1 ... 72 73 74 75 76 ... 84 »» | Laatste | Omlaag ↓
  4. forum rang 9 nine_inch_nerd 4 september 2024 14:29

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 7007

      Gegeven: 5167

    •    Aantal posts: 17.908

    Citi is still bullish on chips despite yesterday's sell-off after July data
    Along with Micron, Citi has Buy ratings on AMD (AMD), Broadcom (AVGO), Analog Devices (ADI), Microchip Technology (MCHP) and Texas Instruments (TXN).
    seekingalpha.com/news/4146655-citi-is...

    AMD goed groen in voorbeurs in relatie tot de rest.
  5. forum rang 8 closer 4 september 2024 16:08

    • closer

      Lid sinds: 28 mrt 2011

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 5824

      Gegeven: 6772

    •    Aantal posts: 9.164

    quote:

    Jager63 schreef op 3 september 2024 22:54:

    Blijven zitten loont niet altijd...
    Waarschijnlijk is het zelfs lucratiever om rustig met cash aan de zijlijn te wachten tot zich zo'n enorme dip voordoet.
    Leuk dat AMD nu licht aantrekt maar dat verlies van $11 is nog niet 1-2-3 weggewerkt.
  6. forum rang 8 closer 4 september 2024 16:45

    • closer

      Lid sinds: 28 mrt 2011

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 5824

      Gegeven: 6772

    •    Aantal posts: 9.164

    quote:

    closer schreef op 4 september 2024 16:08:

    Leuk dat AMD nu licht aantrekt maar dat verlies van $11 is nog niet 1-2-3 weggewerkt.
    Inmiddels al halverwege...
  10. forum rang 8 closer 6 september 2024 16:58

    • closer

      Lid sinds: 28 mrt 2011

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 5824

      Gegeven: 6772

    •    Aantal posts: 9.164

    quote:

    ikke,dus schreef op 4 september 2024 19:19:

    zoals altijd.. rustig blijven. :-)
    Met kerst zitten we weer boven de 200.
    En we zitten nu al op 2/3 dus: rustig maar!
    ...
  11. forum rang 9 nine_inch_nerd 11 september 2024 16:50

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 7007

      Gegeven: 5167

    •    Aantal posts: 17.908

    Advanced Micro Devices (NASDAQ:AMD) retained its Buy rating from Citi Research as August notebook shipments increased 15% month over month.

    However, the 15% month-over-month increase was more a reflection of the weak demand recorded in July than a material strengthening of the market. City analyst Carrie Liu forecast notebook demand for the third quarter of calendar year 2024 will show a 4% quarter-over-quarter increase, which is less than the average of 5%.

    "We believe the PC recovery appears weaker than expected following our conversations with Intel (NASDAQ:INTC), Dell (DELL), and Western Digital (WDC) last week," said Citi analyst Christopher Danely, in a note. "We believe the inventory replenishment in PCs is over and could be a mild headwind near-term."

    Citi's 2024 PC forecast of 256M units, or 1% year-over-year growth, is in line with pre-pandemic levels.

    Citi maintains a Neutral rating on Intel. The PC and server segments comprise approximately 80% of Intel's sales.

    AMD is attempting to grab a larger share of the server chip market, which is currently dominated by Nvidia (NVDA). Nvidia chips are highly valued by cloud companies, but the high cost has prompted multiple providers to augment their data centers with AMD chips as well.

    For example, an Oracle (ORCL) executive said some of its cloud customers are using AMD chips to provide inference for artificial intelligence, according to a report Wednesday in The Information.

    On Monday, Amazon Web Services (AMZN) CEO Matt Garman indicated its cloud services provide customers with access to AMD chips, as well as those from Intel, Nvidia and AWS.

    Although the chips from AMD are not as powerful as Nvidia's they are more affordable. However, they have a lot of ground to cover to catch up to Nvidia in the data center space.

    AMD's data center revenue was $2.8B in its latest quarterly financial report, compared to Nvidia's data center revenue of $26.3B in last earnings.

    AMD is making moves though, as it announced last month it was acquiring ZT Systems, which will further enhance its ability to provide infrastructure for hyperscalers.

    AMD was slightly higher during early market action Wednesday after closing 3.4% higher on Tuesday.

    seekingalpha.com/news/4148671-amd-ret...
  13. forum rang 8 closer 12 september 2024 16:35

    • closer

      Lid sinds: 28 mrt 2011

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 5824

      Gegeven: 6772

    •    Aantal posts: 9.164

    quote:

    nine_inch_nerd schreef op 11 september 2024 18:24:

    By the way, ik ben weer ingestapt in AMD via een ETF.
    Net op tijd!
  15. forum rang 9 nine_inch_nerd 25 september 2024 15:33

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 7007

      Gegeven: 5167

    •    Aantal posts: 17.908

    TSMC is expanding CoWoS advanced semiconductor packaging capacity faster than expected, media report, with 2 new CoWoS plants, AP7 and AP8, seen launching in the 2nd half of 2025, boosting CoWoS capacity to 80,000 units per month by end-2025. Demand for CoWoS remains strong from a range of clients, including Nvidia, AMD, Broadcom, others.

    Protecting the country, the divine mountain is powerful, and the advanced production capacity is ahead.
    www.ctee.com.tw/news/20240925700178-4...
    Indien onleesbaar (Taiwanesisch), op het translateknopje klikken.
  16. forum rang 9 nine_inch_nerd 3 oktober 2024 13:26

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 7007

      Gegeven: 5167

    •    Aantal posts: 17.908

    BofA on AMD: "Next week's 'Advancing AI' event on October 10 could be a 'catch-up catalyst' for AMD stock. Last year's AI event on December 6 produced 19% and 80% stock returns one month and three months later, respectively. AMD stock also peaked in early March, right ahead of Nvidia's GTC tradeshow."

    "We believe that roadmap updates in AI and server CPU, with supporting cloud customer comments, could reinvigorate AMD stock, which is up just 9% year-to-date. However, the competitive landscape is getting crowded, and expectations are already high, with investors anticipating AMD to boost 2024 AI sales by another 10% to $5B-plus."
    Bron: X

    Zal het weer een (positieve) impact hebben zoals de laatste keer of is het sentiment/enthousiasme momenteel anders/gematigder?
    Ik denk zelf het laatste....
  18. forum rang 8 closer 4 oktober 2024 20:10

    • closer

      Lid sinds: 28 mrt 2011

      Laatste bezoek: 03 mrt 2025

    • Aanbevelingen

      Ontvangen: 5824

      Gegeven: 6772

    •    Aantal posts: 9.164

    quote:

    ikke,dus schreef op 4 oktober 2024 20:01:

    en nu? staat op 170.. effe de top snoeien?
    Ik heb er net 50 verkocht.
1.667 Posts
Pagina: «« 1 ... 72 73 74 75 76 ... 84 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beursduivel.be

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.070
AB InBev 2 5.521
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.740
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 10.753
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 191
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.754
Aedifica 3 917
Aegon 3.258 322.877
AFC Ajax 538 7.088
Affimed NV 2 6.297
ageas 5.844 109.894
Agfa-Gevaert 14 2.051
Ahold 3.538 74.340
Air France - KLM 1.025 35.079
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.042
Alfen 16 24.923
Allfunds Group 4 1.479
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 406
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.822
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.837 243.358
AMG 971 133.688
AMS 3 73
Amsterdam Commodities 305 6.697
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 491
Antonov 22.632 153.605
Aperam 92 15.017
Apollo Alternative Assets 1 17
Apple 5 383
Arcadis 252 8.785
Arcelor Mittal 2.034 320.766
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.326
Aroundtown SA 1 219
Arrowhead Research 5 9.745
Ascencio 1 28
ASIT biotech 2 697
ASMI 4.108 39.251
ASML 1.766 108.015
ASR Nederland 21 4.501
ATAI Life Sciences 1 7
Atenor Group 1 507
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.684
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.403

Macro & Bedrijfsagenda

  1. 03 maart

    1. Ekopak Q4-cijfers
    2. Inkoopmanagersindex industrie februari def. (Jap)
    3. Inkoopmanagersindex industrie Caixin februari (Chi)
    4. Omzet detailhandel januari (NL)
    5. Inflatie februari vlpg (NL)
    6. Inkoopmanagersindex industrie februari (NL)
    7. Inkoopmanagersindex industrie februari def. (Fra)
    8. Inkoopmanagersindex industrie februari def. (Dld)
    9. Inkoopmanagersindex industrie februari def. (eur)
    10. Inkoopmanagersindex industrie februari def. (VK)
de volitaliteit verwacht indicator betekend: Market moving event/hoge(re) volatiliteit verwacht
Naar de hele agenda