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AMD “Hot Bae Nvidia的漂亮丑继妹”:Redditor预计到年底股票将达到450美元

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发表于 2024-3-21 07:44:29 | 显示全部楼层 |阅读模式
AMD 'The Nice Ugly Stepsister Of Hot Bae Nvidia': Redditor Sees Stock Reaching $450 By Year EndAMD “Hot Bae Nvidia的漂亮丑继妹”:Redditor预计到年底股票将达到450美元


[color=var(--time-bar-color, #c3c3c3)]Benzinga· 04:12




NICE (7139.MY)
0.130

-3.70%

美国超微公司 (AMD.US)
179.730183.000

-0.93%[color=var(--text-gray48, #7A7A7A)]+1.82%

Meta Platforms (META.US)
505.520507.750

+1.87%[color=var(--text-gray48, #7A7A7A)]+0.44%

英伟达 (NVDA.US)
903.720910.670

+1.09%[color=var(--text-gray48, #7A7A7A)]+0.77%



In a post echoing their triumphant Nvidia Corp. (NASDAQ:NVDA) prediction, Reddit user 1ncehost turns to Advanced Micro Devices Inc (NASDAQ:AMD), calling it "the nice ugly step sister of hot bae Nvidia."

在一篇回应英伟达公司(纳斯达克股票代码:NVDA)胜利预测的帖子中,Reddit用户1ncehost求助于先进微设备公司(纳斯达克股票代码:AMD),称其为 “辣妹英伟达漂亮的丑陋继妹”。



Expect the stock to soar to $450, 1ncehost wrote.

1ncehost写道,预计该股将飙升至450美元。



DD: I DD'd the nvidia run up last year ($250->$700) and was right. Now I have a new prediction
byu/1ncehost inwallstreetbets


DD:我去年 nvidia 上涨了(250 美元->700 美元),说得对。现在我有了一个新的预测
byu/1ncehost inwallstreetbets



Backed by their track record and due diligence, 1ncehost challenges skepticism surrounding AMD's valuation and Nvidia's dominance.

在业绩记录和尽职调查的支持下,1ncehost挑战了围绕AMD估值和Nvidia主导地位的怀疑。



Also Read: What's Going On With AMD Stock?

另请阅读:AMD 股票怎么了?



AI To Fuel 50% Surge In AMD Revenue

人工智能将推动 AMD 收入激增 50%

The Redditor's thesis hinges on AMD's potential for exponential revenue growth, narrowing the income gap with Nvidia. They anticipate a remarkable 50% surge in revenue, fueled by the burgeoning demand for AI accelerators.

Redditor的论点取决于AMD收入指数增长的潜力,从而缩小了与Nvidia的收入差距。他们预计,在对人工智能加速器的需求不断增长的推动下,收入将显著增长50%。



1ncehost highlights the imminent release of MI300X reviews as a potential game-changer. "AMD is capable of being as fast or faster than Nvidia," they asserted.

1ncehost 强调即将发布的 MI300X 评论可能改变游戏规则。他们断言:“AMD能够与Nvidia一样快或更快。”



Capitalizing On Surging Demand For AI Accelerators

利用对 AI 加速器的激增需求

Furthermore, they view Nvidia's supply constraints as an opening for AMD to seize market share. With Meta Platforms Inc (NASDAQ:META) poised as a major customer, AMD stands to capitalize on the surging demand for AI accelerators.

此外,他们将Nvidia的供应限制视为AMD夺取市场份额的机会。随着Meta Platforms Inc(纳斯达克股票代码:META)有望成为主要客户,AMD将利用对人工智能加速器激增的需求。



The Redditor underscores AMD's scalability and competitiveness as catalysts for significant market penetration.

Redditor强调了AMD作为显著市场渗透率的催化剂的可扩展性和竞争力。



15-20% Market Share To Lead AMD Stock To $450

15-20%的市场份额将使AMD股价升至450美元

Central to 1ncehost's forecast is AMD's potential to capture a substantial portion of the AI accelerator market. They posit that securing 15-20% market share could propel AMD's stock to $450 by year-end. Anticipation mounts for the post-MI300X reviews, with Q2 anticipated as a pivotal period for AMD's earnings growth.

1ncehost预测的核心是AMD有可能占领人工智能加速器市场的很大一部分。他们认为,确保15-20%的市场份额可能会推动AMD的股票在年底前升至450美元。对MI300x之后的审查的预期越来越高,预计第二季度是AMD收益增长的关键时期。



The Redditor is invested in two call option contracts: one with a strike price of $190 and an expiration date of June 21 and the other with a strike price of $200 and an expiration date of Oct. 18.

Redditor投资了两份看涨期权合约:一份的行使价为190美元,到期日为6月21日,另一份的行使价为200美元,到期日为10月18日。



It remains to be seen whether AMD will deliver on the bullish ascent that the user anticipates.

AMD 是否会实现用户预期的看涨势头还有待观察。






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