AMD WKN: 863186 ISIN: US0079031078 Kürzel: AMD Forum: Aktien Thema: Hauptdiskussion

abwarten was eintrifft

Also die "KI-CPUs" mit denen Kunden aktuell mal gar nichts anfangen können?!

Wie viel Geld hast du in Aktien schon versenkt die Reiner Müll waren, bei amd kannst du ruhig investiert bleiben

Sagte ich doch Long 😄

Intel’s problems worse than you think, WSJ columnist says TheFly Jan 05, 2025, 06:30 PM Intel’s (INTC) problems are worse than you think, according to Wall Street Journal technology columnist Christopher Mims. The company is losing market share “in multiple areas that are critical to its profitability,” and its “many competitors” include not just Nvidia (NVDA) but smaller rivals and even previous allies like Microsoft (MSFT), Mims contends. Last quarter, Intel’s “perennial also-ran” AMD (AMD) actually eclipsed its revenue for chips that go into data centers, the columnist points out. In 2022, Intel’s data-center revenue was three times that of AMD, the Journal notes. Mins contends AMD and others are making “huge inroads” into Intel’s business of making general-purpose chips. https://www.tipranks.com/news/the-fly/intels-problems-worse-than-you-think-wsj-columnist-says?mod=mw_quote_news

Fazit Da NVIDIA bereits so viele Marktanteile besitze, sei es wahrscheinlich, dass diese nur noch schrumpfen können. Im Gegensatz dazu stehe AMD erst am Anfang seines Einstiegs in dieses Segment, was bedeute, dass das beste Wachstumspotenzial noch bevorstehe. Zudem sei AMD als führender Anbieter im Segment der KI-PC-Chips bestens positioniert, um von der nächsten grossen Wachstumswelle in der KI-Industrie zu profitieren, erklärt Di Pizio, warum die AMD-Aktie für 2025 eine grossartige Wahl sein könnte.

locker bleiben 2025 sieht sehr bullisch für amd aus

Sehr ekelhaft dieser Widerstand. Wenns nicht durchbricht, könnte noch ein brutaler Sell Off kommen, ich überlege einen Teil von der frischen Position zu verkaufen

es wir zeit für neue höhen, amd war lang genug auf dem abstellgleis, mit den nächsten zahlen im februar sollte das ganze einen trend annehmen.., & zwar richtung sonne

Seltener Anblick das AMD mal so steigt...jedenfalls die letzten paar Monate :)

January 3, 2025 5:23 AM2 min read Microsoft's Copilot Plus Set To Expand To Mini PCs At CES As Windows-Maker Looks To Take On Apple's Mac Mini by Kaustubh Bagalkote Microsoft Corp. MSFT is broadening its artificial intelligence hardware strategy with a new wave of compact desktop computers featuring dedicated Copilot capabilities, as manufacturers prepare to showcase their latest offerings at the Consumer Electronics Show next week. What Happened: Asus has emerged as the first major manufacturer to unveil a Copilot Plus-compatible mini PC, announcing its NUC 14 Pro AI model with a dedicated Copilot button, reported The Verge. The device, comparable in size to Apple Inc.’s AAPL Mac Mini, signals Microsoft’s push to expand its AI features beyond laptops. Taiwanese manufacturer Geekom is joining the initiative with three new mini PCs, including models powered by Advanced Micro Devices Inc.‘s AMD Strix Point CPUs and Qualcomm Inc.‘s QCOM Snapdragon X Elite processor. Both processors meet Microsoft’s requirements for Copilot Plus features, which include advanced capabilities like AI-powered image generation and editing. The mini PC developments follow Microsoft’s successful initiative last year to incorporate Copilot keys on laptop keyboards. Windows chief Pavan Davuluri indicated in an October interview with Notepad that AI advancement would drive new hardware innovation. Why It Matters: Microsoft’s broader AI strategy extends beyond traditional computing devices. Yusuf Mehdi, Microsoft’s executive vice president and consumer chief marketing officer, recently highlighted the company’s interest in AI-powered wearable devices, particularly in health-related applications. This aligns with the company’s recent establishment of an AI health unit under Microsoft AI CEO Mustafa Suleyman. Intel Corp. INTC released its Core Ultra desktop CPU in October, though it fell short of Microsoft’s 40 TOPS requirement for Copilot Plus features. Industry observers anticipate that next-generation processors from both Intel and AMD will address this limitation for traditional desktop systems. https://www.benzinga.com/markets/25/01/42781607/microsofts-copilot-plus-set-to-expand-to-mini-pcs-at-ces-as-windows-maker-looks-to-take-on-apples-mac-min?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

Geht aber steil heute.

2025 wird das ATH gesprengt 🚀

Wo gehts hin? Dürfte von mir aus gerne ne Welle nach Norden machen.

time to pull the trigger, bin rein zu 118€✌🏻