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INTC , AMD

+34 pts



$INTC $AMD - Goldman says Intel's aggressive investment posture will weigh on margins and returns for foreseeable future

By bbern3 on July 23, 2021, 11:19 a.m.
Tagged topics: growing competition , earnings results , market share gains , Goldman Sachs , semiconductors

Views: 211, Votes: 1, Responses: 0, Attachments: 2
INTC , AMD

+33 pts



$INTC - Oppenheimer says Q2 results beat, but margin outlook weak as it tries to stall $AMD share gains

By josiebe on July 23, 2021, 1:37 a.m.
Tagged topics: margin pressure , growing competition , earnings results , Oppenheimer , semiconductors

Views: 209, Votes: 2, Responses: 0, Attachments: 2
TSM , INTC , AAPL , AMD , QCOM , NVDA

+34 pts



$TSMC - Deutsche sees scope for 20% growth in 2022 even with a smaller initial 3nm ramp

By bbern3 on July 21, 2021, 12:11 p.m.
Tagged topics: buying opportunity , secular growth , Deutsche Bank , semiconductors

Views: 115, Votes: 2, Responses: 0, Attachments: 2
AMD , INTC , TSM

+41 pts



Raymond James reiterates long $AMD (strong datacenter growth in 2022) and short $INTC (excess ODM inventory, mean reversion on PC demand)

By bbern3 on July 13, 2021, 1:35 p.m.
Tagged topics: analyst checks , market share gains , pair trade , Raymond James , semiconductors , long-short , datacenter

Views: 120, Votes: 5, Responses: 0, Attachments: 11
TSM , AMD

+30 pts



$TSM - Stifel says changes in the semiconductor industry are structural, and the growth is sustainable; sees potential for higher capex

By bbern3 on July 12, 2021, 12:36 p.m.
Tagged topics: Stifel , semiconductors , structural growth

Views: 99, Votes: 1, Responses: 0, Attachments: 1
TSM , AMD , AAPL , INTC

+31 pts



$TSM - JP Morgan expects strong 2H21 driven by new iPhone processors, and $INTC likely a key part of 3nm ramp in 2023

By bbern3 on July 12, 2021, 12:16 p.m.
Tagged topics: earnings preview , JP Morgan , strong demand , semiconductors

Views: 172, Votes: 1, Responses: 0, Attachments: 7
AMD

+41 pts



$AMD - Goldman responds to investor concerns, believes market is underestimating AMD's revenue and margin potential

By bbern3 on July 8, 2021, 10:33 a.m.
Tagged topics: table pounding buy , Goldman Sachs , semiconductors , underappreciated opportunity

Views: 161, Votes: 5, Responses: 0, Attachments: 12
AMD , NVDA , INTC , GOOGL , AMZN

+34 pts



Jefferies expects $AMD to extend share gains driven by Milan based on latest data

By bbern3 on July 7, 2021, 5:18 p.m.
Tagged topics: analyst checks , market share gains , Jefferies , semiconductors

Views: 133, Votes: 4, Responses: 0, Attachments: 10
INTC , AMD

+38 pts



$INTC, $AMD - Raymond James says AMD Genoa likely to widen performance gap, and INTC no longer has timing lead given Sapphire Rapids delay

By labjordan on July 1, 2021, 2:08 p.m.
Tagged topics: Raymond James , Genoa , Pat Gelsinger , Sapphire Rapids , product launch delay

Views: 474, Votes: 3, Responses: 0, Attachments: 2
AMD , NVDA

+38 pts



Jefferies sees near-term catalysts for both $AMD (accelerating server share gains) and $NVDA (improved visibility on ARM deal)

By bbern3 on June 21, 2021, 10:46 a.m.
Tagged topics: analyst checks , Jefferies , semiconductors

Views: 126, Votes: 4, Responses: 0, Attachments: 1