******************************
Updates
February 9, 2023: INTC making a catastrophic mistake -- Motley Fool.
August 14, 2022: dividend stocks that could double your money in ten years, link here.
- BlackRock
- JPMorgan
- TSM
August 14, 2022: two, link here.
- TSM
- GlobalFoundries (GFS)
August 14, 2022: three semicconductor stocks, link here.
- TSM
- ASML
- TXN
August 14, 2022: three semiconductor stocks to buy now, including Nvidia. Link here.
- NVDA
- KLIC
- MU
August 14, 2022: trillion-dollar companies by 2032, link here:
- only four right now: Apple, Microsoft, Alphabet, Amazon
- a fifth, Tesla, at $907 billion
- BRK:
- 2022: market cap of $653 billion
- AMD
- 2022: market cap of $159 billion
AMD currently sports a low forward price-to-earnings ratio of 23, based on 2022 earnings estimates, and has a market cap of $159 billion. To reach $1 trillion in 10 years, the share price needs to climb at a compound annual rate of 20%. That is achievable for this fast-growing chipmaker.
For a long time, AMD was the underdog in the semiconductor industry. It's always played the role of a low-cost alternative to leaders like Intel and Nvidia, but not anymore.
While AMD is still way behind Intel in central processing units (CPUs) and Nvidia in graphics processing units (GPUs), it is winning over customers with its renewed focus on designing high-performance chips. Data center operators are now looking at AMD's Epyc server chips as a viable alternative to Intel. In the last quarter, AMD again gained market share over its CPU rival. Revenue grew 70% year over year in the second quarter, driven by strong growth in data center chips and consumer chips for notebooks and gaming.
The data center accelerator market, which includes spending on CPUs and GPUs, is expected to grow at a compound annual rate of 34% through 2027, reaching $75 billion. AMD just completed the acquisition of Xilinx, a leading supplier of field-programmable gate array (FPGA) chips, which fills out its product lineup to tackle this enormous opportunity. The strong tailwind in the data center market, along with AMD's modest valuation, could deliver market-beating returns to investors over the long term.
- Salesforce
- pioneered software-as-a-service business model
Salesforce has grown tremendously and has been ranked the No. 1 customer relationship management (CRM) software provider for nine years. Its flagship product is the artificial intelligence (AI)-powered Customer 360 platform, which offers a suite of software that helps companies manage sales, marketing, and e-commerce, and it continues to expand into new categories.
No comments:
Post a Comment