Row 65387

Row ID: 65387 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 65387 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

**Pros:** Great pedigree. Strong IP portfolio. Wonderful success story of how savvy management bet on new chip architectures to take market share from Intel. Its Epyc CPUs are in high demand for cloud compute. Unlike Intel, which has floundered in the GPU segment, AMD has a GPU business that is accretive to earnings.

**Cons:** Narrow moat. Competitive threats on both sides of the business: Epyc CPUs are seeing increasing threats from ARM-based datacenter processors. Microsoft is partnering with Lenovo, Samsung, and other OEMs to launch Qualcomm/ARM-based laptops. AMD is getting absolutely trounced by Nvidia in the GPU segment. AMD has taken leadership from Intel in many ways, but Nvidia is the final boss that AMD has yet to get past.

I don't speculate. I just hold VTI and own my share of AMD, NVDA, INTL, etc. through a total market index. ymmv.

FieldValue
text **Pros:** Great pedigree. Strong IP portfolio. Wonderful success story of how savvy management bet on new chip architectures to take market share from Intel. Its Epyc CPUs are in high demand for cloud compute. Unlike Intel, which has floundered in the GPU segment, AMD has a GPU business that is accretive to earnings. **Cons:** Narrow moat. Competitive threats on both sides of the business: Epyc CPUs are seeing increasing threats from ARM-based datacenter processors. Microsoft is partnering wit…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

{
  "text": "**Pros:** Great pedigree. Strong IP portfolio. Wonderful success story of how savvy management bet on new chip architectures to take market share from Intel. Its Epyc CPUs are in high demand for cloud compute. Unlike Intel, which has floundered in the GPU segment, AMD has a GPU business that is accretive to earnings. \n\n**Cons:** Narrow moat. Competitive threats on both sides of the business: Epyc CPUs are seeing increasing threats from ARM-based datacenter processors. Microsoft is partnering with Lenovo, Samsung, and other OEMs to launch Qualcomm/ARM-based laptops. AMD is getting absolutely trounced by Nvidia in the GPU segment. AMD has taken leadership from Intel in many ways, but Nvidia is the final boss that AMD has yet to get past.\n\nI don't speculate. I just hold VTI and own my share of AMD, NVDA, INTL, etc. through a total market index. ymmv.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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}
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