We recently published a list of 10 AI stocks on Wall Street radar after a deep breakthrough. In this article, we are going to take a look at the place where the micro advanced devices (NASDAQ: AMD) stand against other AI actions on Wall Street radar after a deep breakthrough.
AI investors are desperately trying to find indices on the real impact of Deepseek on the demand of fleas in the future and assess the way in which the breakthrough in China would have an impact on American companies. Tae Kim, a senior technology writer at Barron’s, said in a final program on CNBC that Deepseek had been able to considerably reduce IA costs, but this would increase more cases of technology:
“Over time, IT history has shown that when you get more calculation power and put this in the hands of developers, they determine new applications, new workloads to use it. I mean, there is this saying: “Oh, you only need 640k of memory”, and obviously, it turned out to be wrong. So, over time, like researchers, I mean, we have health care, a discovery of drugs, billions of proteins that must be simulated, robotics. There are these three mega trends that occur this year at the moment: multimodal, where you analyze audio and video, there are AI agents, all these things happen that will require more power of calculation . »»
The question, however, everyone would focus in the coming days, it is if a material breakthrough occurs in China and that the country offers its own ia chips taking place with its American counterparts.
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Analysts retrograms advanced micro devices (AMD) in the middle of NVIDIA, deep threats
A close-up of a complex PCB card with several intergraded semiconductor parts.
Number of investors of hedge funds: 107
Melius Research recently lowered the advanced micro-apparatus (NASDAQ: AMD) to hold the purchase according to its lowering prospects on servers and PC X86 of the company. The company believes that Nvidia will have an impact on the Advanced Micro Devices Inc (NASDAQ: AMD) market share in X86 servers and PCs with its ARM -based processors, which are optimized for accelerated PCs.
“We believe that Nvidia will increasingly” come for them “on the two markets with their processors based on arms which are optimized for accelerated PC ”, said Melius analysts led by Ben Reitzes in a note Tuesday to investors. “In addition, we are increasingly concerned about the fact that CPU and NVIDIA processors will be personalized cannibalize even more of the long -term X86 market market even if the current Advanced Micro Devices Inc (NASDAQ: AMD), Turin, wear well. “
Melius also lowered his course goal for Advanced Micro Devices Inc (NASDAQ: AMD) to $ 129, against $ 160.
Reitzes added: “Perhaps now with the rise of deep and cheaper models that can work on PCs – the desire for real optimized PCs will accelerate (not the Microsoft PC (MSFT)) – for more based solutions Nvidia which can better execute AI applications. »»
White Falcon Capital Management said the following about Advanced Micro Devices, Inc. (Nasdaq: AMD) in its Q4 2024 Investor letter:
“During the year, we sold half of our issues Advanced Micro Devices, Inc. (Nasdaq: AMD) and Nu Holdings when they have reached their intrinsic values. However, the drop in these actions towards the end of the year allowed us to add to our positions. In the case of AMD, the market was disappointed by the potential deficit of the company in the revenues of IA fleas, which had previously had to reach $ 10 billion in 2025. However, the factors required to justify the investment When the action is at a price of $ 220 per share is largely high different from those necessary when the share is $ 120 per share. Yes, AMD IA chips and associated software is not competitive with Nvidia, but this is now known and in the evaluation. We believe that this hyperfocus on AI ignores the other AMD companies where they continue to take advantage of Intel’s false steps. Above all, AMD retains the potential to enter a small share of the ia chip market, which, given the massive size of the market, could have a very impactful impact for the company. »»
Overall, AMD rank 4th On our list of AI stocks on Wall Street radar after the Deepseek breakthrough. While we recognize the potential of the AMD, our conviction lies in the conviction that within the framework of the actions of the radar, is more promising for the provision of higher yields, and doing it within a shorter period. If you are looking for a stock of AI which is more promising than AMD but which is negotiated within 5 times its income, consult our report on theStock ai the cheapest.