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How Much Is AMD Stock Really Worth? | AMD Stock Price Prediction | AMD Discounted Cash Flow Value 

Parkev Tatevosian, CFA
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30 окт 2024

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Комментарии : 41   
@Mega_sterling
@Mega_sterling 18 дней назад
I just watched about 10 videos in a row! You're good Parkev!!
@parkevtatevosiancfa9544
@parkevtatevosiancfa9544 17 дней назад
Nice!
@jlm0202
@jlm0202 21 день назад
Thank you Professor for this type of Intrinsic Value videos. Truly enjoy watching this and other recent IV videos on other stocks. Appreciate your valuable time to obtain the data
@parkevtatevosiancfa9544
@parkevtatevosiancfa9544 21 день назад
My pleasure!
@alexscacashipa
@alexscacashipa 20 дней назад
AMD will go up, still a very cheap stock - NVIDIA, the same - I've got both, and investing more at these cheap prices.
@WillS-pl8wg
@WillS-pl8wg 20 дней назад
There’s no second best.Nvidia is big daddy always.Just buy the best,and you shall prosper!
@jeffreycastillo170
@jeffreycastillo170 21 день назад
I dont see how AMD is overvalued. The only players in the GPU space are AMD and Nvidia, and thats it. No one else has any offerings that come close for comparison. The saying on the street is always “Nvidia is soooo far ahead”, yet the benchmarks never say that. Nvidia currently has a lock on the GPU market only due to being first to market, and its software, but should tread lightly because AMDs software is Open source and AMD GPUS are far cheaper while being only mariginally lower in output. Nvidia is at $3T market, vs AMD at $278 million. This is Tesla all over again where the lead over others is blown out of proportion and it seems that everybody is on board with Nvidia but cannot see that AMD is too close for comfot. AMD has consistently beat earnings for years now. You cannot build servers without CPUs, and AMD is far ahead as being the best choice. Even if we look at AMD as a CPU only company, they are undervalued as Intel was a 200 million market cap company. If there is ever a shift in software the market caps of AMD and Nvidia will get much closer to each others, ALAS Google vs Apple vs Microsoft.
@fashionman998899
@fashionman998899 21 день назад
That's why I bought the August dip. Same thinking as you. Valuation is fair.
@jeffreycastillo170
@jeffreycastillo170 21 день назад
@@fashionman998899 I have both. Valuation is fair right now, if anything a little undervalued.
@patrickohara5687
@patrickohara5687 20 дней назад
Because there are 1,618,480,000 shares outstanding so you're getting a very small piece of the pie for a premium
@WillS-pl8wg
@WillS-pl8wg 20 дней назад
All this yammer,just too say nvidia will always be big poppa.There’s no second best. Nvidia is king.Cheers!!
@DaZeDJareD
@DaZeDJareD 18 дней назад
​@WillS-pl8wg absolutely wrong amd products are extremely competitive
@jamesandrews8667
@jamesandrews8667 21 день назад
Thanks Parkev
@User1849a
@User1849a День назад
Can you do a new one of this taking todays consideration
@TechPeeves
@TechPeeves 21 день назад
Congratulations Parkev on your book! It takes hard work and dedication from start to finish, especially with editing. Will you publish it and make it available in bookstores later? Let it take the bestseller throne from Peter Lynch's One Up on Wall Street! :D
@5JabiMahi
@5JabiMahi 21 день назад
Thanks Parkev. Can you make a video on MicroCloud Hologram ple .
@kyoung5600
@kyoung5600 21 день назад
Buy Nvidia which most analysts recommended in the AI space
@patrickohara5687
@patrickohara5687 21 день назад
Thanks for the video Parkev. To clarify, the transition rate was applied to the "next five years" so 2030 to- 2034. Is the long term growth rate of 0.05 applied in any of the calculations for FCF?
@parkevtatevosiancfa9544
@parkevtatevosiancfa9544 21 день назад
The .05 rate is used for the 2035 free cash flow.
@patrickohara5687
@patrickohara5687 20 дней назад
@@parkevtatevosiancfa9544 how is terminal value calculated when transition rate is greater than WACC? The formula returns a negative number, so i opted for a lesser transition rate of 7.5%. I left the beta at 1.695 for the calculation of cost of equity. Calculating projected Free Cash Flows for the next 10 years... Year 2025: Projected FCF = $1.80B, Discounted PV = $1.63B Year 2026: Projected FCF = $2.40B, Discounted PV = $1.95B Year 2027: Projected FCF = $3.18B, Discounted PV = $2.35B Year 2028: Projected FCF = $4.23B, Discounted PV = $2.82B Year 2029: Projected FCF = $5.62B, Discounted PV = $3.38B Year 2030: Projected FCF = $6.05B, Discounted PV = $3.28B Year 2031: Projected FCF = $6.50B, Discounted PV = $3.19B Year 2032: Projected FCF = $6.99B, Discounted PV = $3.09B Year 2033: Projected FCF = $7.51B, Discounted PV = $3.00B Year 2034: Projected FCF = $8.07B, Discounted PV = $2.91B Terminal growth rate: 0.075 Terminal value: $269.13B Discounted terminal value: $97.16B Total present value of cash flows: $124.76B Price per share: 78.99806752799397 Current price: 171.02 This stock is overvalued!
@robeltekleab
@robeltekleab 21 день назад
This video needs a second explanation. Although you showed us the valuation varies depending on whether you use the latest free cash flow or wall street's old free cash flow, you did not tell us which one is more reasonable or more accurate to use. Would you please explain more about which free cash flow to choose? As you demonstrated this has a major impact on the valuation of the stock and whether one should buy it at the currect price. Right?
@laithaburmeileh-x5x
@laithaburmeileh-x5x 21 день назад
shall we by nvidia and amd at the current price or shal wee wait parkev?
@daddo1600
@daddo1600 21 день назад
DCA
@user-il5ji2ny8x
@user-il5ji2ny8x 21 день назад
@@daddo1600what do you mean bye DCA?
@laithaburmeileh-x5x
@laithaburmeileh-x5x 21 день назад
@@daddo1600 dca?
@randysimington6949
@randysimington6949 21 день назад
@@laithaburmeileh-x5x I believe Daddo is referring to Dollar Cost Averaging. Buying bite sized pieces averages out your costs.
@mshparber
@mshparber 21 день назад
Intel beta is 1???
@ronmatthews2164
@ronmatthews2164 21 день назад
Thanks to the smartest RU-vid blogger I know of about a stock I am going to buy this Friday and also i am going to buy Broadcom. Most of my money is in Nvidia. ❤😂🎉
@dobriltanev9722
@dobriltanev9722 21 день назад
I read that NVDA would go into CPUs-3 nm technology to be precise . That might hurt AMD. And of course a Great video,as always.
@killjoy335
@killjoy335 21 день назад
AMD is really overvalued and overhyped. Above 25 FP/E it is solid sell. They are way behind in GPUs overcrowded in CPU market, now trying to get their way into data centre market, which I don't know if they can.
@parkevtatevosiancfa9544
@parkevtatevosiancfa9544 21 день назад
Good point!
@WillS-pl8wg
@WillS-pl8wg 20 дней назад
@@killjoy335👆🏼 Nvidia is king.
@STOCKmarket-fo1fh
@STOCKmarket-fo1fh 7 дней назад
@@killjoy335 You are right .. Profit Margin 5.82% NVDA. Profit Margin 55.04%
@Mottbox
@Mottbox 20 дней назад
Funny to watch and see you land on the same value per share to the dollar as I did. I will buy below $180 for all of Q4 as far as I can tell at the moment. Are there any good discords or people to follow on X for AMD? I find its hard to find the community.
@outworkthework
@outworkthework 21 день назад
AMD doesn’t even compare to NVDA. AMZN and MSFT and many others are making chips to compete. This stock is way overvalued!
@brutebiz82
@brutebiz82 11 часов назад
Agreed. I'll buy below $100.
@nazruluxd
@nazruluxd 21 день назад
Thank
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