Intel's Market Challenges - Intel's stock plunged 58% in the last 12 months due to its failure to capitalize on emerging markets for new computing and chip applications [1] - Intel lost its data center chip revenue leadership to AMD, which surpassed Intel in the last quarter, reversing the 2022 trend where Intel's revenue was three times that of AMD [2] - Intel failed to tap into the growing data center chip market and the graphics processing unit (GPU) market, which significantly boosted Nvidia's valuation [3] - Despite holding about 75% of the market for CPUs in data centers, Intel's revenue share from data center chips is significantly lower, indicating inefficiencies [4] - Intel lost its dominance in the PC gaming market to AMD, further eroding its market position [6] Competitive Landscape - Companies like Amazon, Microsoft, and Alphabet are bypassing Intel's x86 architecture in favor of ARM-based chips and in-house designs for their data centers [4][5] - ARM-based chips are becoming central to Nvidia's AI systems and are gaining traction in laptops, especially with Microsoft's collaboration with ARM [5] - AMD has emerged as a strong competitor, challenging Intel's dominance in the advanced general-purpose chips (CPUs) market [3] Intel's Strategic Efforts - Intel is focusing on its product portfolio, manufacturing, and foundry capabilities to regain market share [6] - Intel is developing a new AI chip, Falcon Shores, targeted for launch in 2025 [8] - Intel has a chipmaking deal with Amazon leveraging its 18A technology and is collaborating with AMD to develop the x86 ecosystem [8] Market Position and Revenue - Analysts estimate Intel's 2024 revenue at approximately $55 billion, compared to Nvidia's estimated $60 billion [7] - Intel still holds a leading market share for desktop and notebook CPUs, despite its overall market challenges [7] Leadership and Turnaround Efforts - Intel is seeking a permanent CEO after firing Pat Gelsinger in December, whose turnaround efforts, including competing with TSMC, failed to impress the board [6]

Company Overview - Advanced Micro Devices Inc (AMD) is a leading semiconductor company operating in both the CPU and GPU markets [1] Competitive Landscape - AMD has faced challenges in recent years compared to its competitor Nvidia [1] Research Methodology - The analysis employs a disciplined long-term approach rooted in contrarian thinking and unorthodox strategies [1] - Insights are grounded in fundamental analysis and value investing principles [1] - The approach aims to uncover overlooked opportunities and challenge prevailing market narratives [1] - The focus is on rational forward-looking assessments to guide investors toward sustainable value-driven decisions [1]

Company Overview - MMMT Wealth is managed by Oliver, a CPA with experience in private equity, hedge funds, and asset management [2] - The company was founded in 2023, focusing on investment strategies and stock analysis through platforms like X and Substack [2] - Oliver's investment approach involves gathering insights from investor calls, presentations, financials, and news, with a focus on a 3-5 year horizon [2] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing passion and thorough research in identifying top businesses [2] Investment Focus - The company aims to identify life-changing investment opportunities, even if limited to 1 or 2 key investments [2] - Oliver holds long positions in NU and AMZN through stock ownership, options, or other derivatives [2] Disclosure and Independence - The article reflects Oliver's personal opinions and is not influenced by compensation or business relationships with mentioned companies [2] - Seeking Alpha clarifies that its analysts, including Oliver, are third-party authors and not licensed securities dealers or investment advisers [3]

Technology Sector Overview - The technology sector includes some of the market's best-performing growth stocks, with the Nasdaq Composite index more than doubling in the last five years [1] - Artificial intelligence (AI) is attracting significant interest from Fortune 500 corporations, creating attractive opportunities for long-term investors [1] Advanced Micro Devices (AMD) - Wall Street analysts see substantial upside potential for AMD, with an average 12-month price target of $183, representing a 52% increase from the current $120 share price [2][3] - AMD's data center business revenue surged 122% year-over-year in Q3 to $3.5 billion, driven by the growing use of AI software and demand for powerful GPUs [4] - AMD estimates the market for AI accelerators could reach $500 billion by 2028, with major data center operators like Microsoft and Meta Platforms as strategic partners [4] - AMD is gaining market share in CPUs from Intel, with its client segment revenue growing 29% year-over-year in Q3 [5] - Analysts expect AMD's total revenue to grow 27% in 2025 to $32 billion, with earnings projected to increase 54% due to higher margins from advanced AI chip sales [6] - AMD shares trade at a forward price-to-earnings ratio of 24, with strong earnings growth potentially driving the stock toward Wall Street's price target [6] Monday.com (MNDY) - Wall Street analysts have an average price target of $319 for Monday.com, 35% above the recent $235 share price [7][8] - Monday.com's revenue has grown from $161 million in 2020 to $906 million on a trailing-12-month basis, driven by its cloud-based work management software platform [7] - The company is growing revenue by more than 30% year-over-year and is approaching $1 billion in annual sales, despite competition in the market [8] - Monday.com has seen strong demand for its platform even after a recent price increase, supported by new features like an AI-powered assistant [9] - The company's profitability is improving, with net income reaching nearly $22 million over the last four quarters after reporting losses in recent years [9] - Monday.com's stock trades at a price-to-sales multiple of 13, and analysts expect revenue to rise 26% in 2025, which could drive further stock appreciation [10][11]

2024 was quite a year for the market, with the S&P 500 index notching a 23% gain. The broader market rose by over 53% over the last two years. A big reason for this incredible gain is artificial intelligence (AI). However, many AI stocks now trade at tall valuations because investors only see an expanding market for AI and expect AI companies to grow earnings handily in 2025.When evaluating stocks, investors always look at future earnings projections, which impact valuations. Stocks large enough and of inte ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Technical Analysis of AMD Stock - AMD is currently trading sideways but testing an important support level around $122 [1][5] - The stock may be about to break down, indicating a potential new downtrend [1][8] - A breakdown occurs when a stock trades and stays below a previous support level, showing that buyers have canceled or finished their orders [3] - The combination of aggressive sellers and patient buyers is bearish, increasing the likelihood of the support level breaking [8] Market Dynamics - In a downtrend, there isn't enough demand to absorb all the supply, forcing sellers to offer shares at a discount, which pushes prices lower [1] - When a downtrend reaches a support level, it may pause or halt as buy orders fill sell orders, allowing sellers to exit without further price declines [2] - The formation of lower highs indicates that sellers are becoming more aggressive over time, willing to sell at lower prices [6] - If valleys form at the same price level as previous ones, it shows buyers are patient and waiting for sellers to come to them [7]

For investors, 2025 offers another opportunity to get involved in the stock market, and companies demonstrating strong growth potential are the ideal place to start.To this end, investment strategist Shay Boloor, in an X post on December 30, identified five stocks worth watching in the new year. Notably, one underlying factor in his selections revolves around these companies’ focus on releasing products centered on unique technological offerings. AST SpaceMobile (NASDAQ: ASTS)According to Boloor, AST SpaceM ...

Advanced Micro Devices has various growth opportunities for 2025.In today's video, I discuss Advanced Micro Devices (AMD -1.62%) and questions investors should consider if planning to hold throughout 2025. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Dec. 27, 2024. The video was published on Dec. 29, 2024. ...

Growth Forecast and Market Share Expansion - The analyst forecasts substantial growth for AMD in 2025, driven by gains in AI, server processors, and PC clients, with a price target of $175, reflecting a 40% increase from the current valuation [1][2] - AMD is expected to expand its market share in AI GPUs, server CPUs, and PC clients as challenges in embedded and gaming sectors ease [2] - AI revenue is projected to reach $9.5 billion in 2025, up from $5.2 billion, driven by the MI325X GPU [3] - Server revenue is predicted to grow 10% YoY to $8.5 billion in 2025, fueled by Turin chips outperforming Intel's Granite Rapids [3] Product Roadmap and Competitive Positioning - AMD's product roadmap, competitive positioning, and market dynamics offer significant upside potential in 2025 [4] - The company's growth in CPUs and GPUs, particularly the strong performance of its Epyc CPUs and upcoming M1350 and M1400 GPUs, are key drivers [6] - The difference in price targets between Northland ($175) and Rosenblatt ($250) reflects varying assumptions about GPU adoption and product performance [5][6] Market Sentiment and Stock Performance - The general sentiment around AMD remains bullish, with 31 Wall Street analysts expecting a 47% surge in share price to $184 in the next 12 months [7] - AMD's stock closed at $125.19, with modest gains of 0.10% and weekly growth of over 6%, despite being down almost 10% year-to-date in 2024 [8] - In pre-market trading on December 30, the stock was down 1%, trading at $123.98 [9] Challenges and Competition - AMD faces intense competition from Nvidia, which currently dominates the market [7] - Concerns that the AI market may have peaked could potentially dampen long-term growth [10]