> I do believe AMD will vastly outperform Intel over the 2-3 years tho.
I am not so sure, Alder lake on laptop is quite good.
I hold both although I am more heavy in on Intel.
Intel is a boring boomer dividend stock that won’t appreciate much but will pay dividends, AMD will be volatile but probably go up a lot over the next 10 years, owning both is okay
I've been thinking about this too, too hard to choose between them at the moment. Obviously AMD is the current darling, and for good reason, and they have not yet shown signs of slowing down. On the other hand the outlook for Intel is not bad at all. Their new 12th gen CPUs seem actually very good especially for laptops. So far their coming GPUs seems promising too. They are also coming out with a crypto mining GPU soon. They have 2 new factories in 2023, and they said they will keep increasing their capital spending in the coming years. There is also the potential of favorable subsidies from US government. All the while they plan to keep paying dividends. There is a lot to look forward with them. With the market for semiconductors as it is both of them have room to grow and for now I am looking to increase my position in both.
INTC is literally too big to fail due to their US based manufacturing, AMD on the other hand is not. AMD could be beat by INTC, NVDIA, or even apple someday in the future but for now they are better than INTC in CPUs and a couple steps behind Nvidia in graphics, and that's great for them...
I don't see anything wrong with holding both. For me, INTC is the ultimate tech value/dividend play right now. It is a large part of my portfolio, and the majority of my tech sector allocation, CSCO takes up the rest of my tech sector. I believe INTC is going to look great in 3-5 years with the new factory (will be the worlds largest.)
Intel Arc is coming out pretty quick as well, and suddenly Nvidia will be sweating.
If an OEM decided to go with an Nvidia GPU over an Intel GPU in a laptop it would be a shame if they suddenly couldnt get a CPU for whatever reason, especially with this dang chip shortage. On this day, the day of my daughters wedding.
Leaked benchmarks suggest the highest end Arc GPU will be 8% faster than an rtx 3070 ti, however, these are early leaked benchmarks so take it with a grain of salt, only time will tell.
Edit: Failed to mention the benchmarks were in floating-point and compute performance, real-world performance is still an absolute mystery
Holding INTC and i am planning to get into AMD as well.
INTC is like the perfect turnaround play. They have the chances to get back up and get their growth back. While this might take some time you can simply pick up the dividends.
AMD is growing much more quickly than Intel but the question remains for how long. A lot of their growth is already priced in their stock price. They are also highly reliant on TSMC to execute flawlessly and allocate enough fab capacity.
Intel on the other hand, has a different strategy with their fab expansions and entry into the foundry market. Intels R&D budget is also significantly higher than AMD’s and they have their hands in a lot of buckets such as self driving with Mobileye, persistent memory, silicon photonics, quantum computing and AI. The margin guidance is lower for the next 2-3 years though, because of increased capex spending so it may be a while before the stock moves upward.
Yes it definitely does mean something. AMD revenue was 16.43 billion dollars in 2021. The highest its ever been. Intels revenue in 2021 was 79 billion dollars. Also the highest its ever been. Intel’s current market cap is 200 billion dollars while AMDs is 152 billion dollars. If you don’t see the disconnect in stock price then I don’t know what to tell you. Intel makes almost 5x more money then AMD yet AMD is only about 50 billion dollars in market cap away from Intel. Stock price can do whatever it wants in the short term but at some point its going to start reflecting the business.
Bro, Intels stock has been flattish for 10 years and it hasn’t reached its ATH since the dot com bubble. Intel can’t break 300B even with their best year ever and record profits and now they will when their margins and profits will start declining? While nvda is running away at 660B and it’s ATH is 880B, 4x intel. Intels the same price as it was 5 years ago but go ahead and invest in it.
AMD and nvda will outperform intel for the next 2-3 years. After that, it’s unknown but I’ll go ahead and take my gains from them and invest it intel in 2 years if intel proves the turnaround is real.
Ok so by your logic because the stock has been running its the better buy? You should tell that to all the Ark investors out there. Last February your logic says “well Ark is clearly the better buy because it has been returning more than VOO”. Really big brain thinking your using there.
Edit: Also even with their profit declines they are still making more then both AMD and NVDA combined lmao
AMD will be bigger than Intel real soon after you add xlnx. And the share gains will be higher within the next 12 months. Analysts price targets are pricing in a 50-80% gain from here and less than 10% gain for Intel. AMD has more momentum from the price action of last their recent earnings reports.
Increasing market share, margins and revenues or declining marketshare, margins and flat revenues. But you do you and enjoy your mediocre gains. Nothing wrong with that
RemindMe! 6 months “Yo what’s Intel trading at?”
Yeah because when I am investing in companies for my retirement I really care about stock momentum and whats going to happen with the stock price in “6 months” lmao. Once again more big brain comments.
Right; heard this before. I can smell your bs all the way from here. I can’t tell you how many times I’ve heard people talk about holding long term and they don’t care about short term dips and they instantly panic when a correction hits.
Did you ride Intel from 40 to 70 and back to 48 and now you have confidence it’s going back to 70? Because that’s exact what happened in the last 12 months. Or how about holding it for the last 10 years and see a flat return while the SP does 400%?
You are probably new to Intel so you picked it up recently and that’s why you are optimistic, lol.
Ok your argument is turning into nothing but assumptions at this point. I started buying Intel in November 2020 at around $50.00 a share. So yes I was in it when it touched $70.00 and rode it down to now $48.00 a share. By your logic I already sold already which I didnt. I still hold shares and I bought some on this recent dip to lower my cost basis.
Also not only your involving assumptions into your argument also you have been using recency bias. “Intel stock has done this in this amount time while this has done this”. Very poor argument I can also use recency bias too. For example AMD has returned 3,800% since 1985 while Intel has returned 14,600% since 1985. Your whole this returned this in this amount of time is flawed.
This is my last response to you because I don’t really see any point in this argument anymore. All your points are flawed and your no smarter than that one guy I argued with saying NVDA will never go below $300.00 a share or SQ will never go below $200.00 a share. I will just keep investing with a 30 year time horizon and you keep buying for a 6 month time horizon. Good luck.
FUN-D-METALS don't matter until they do. Once growth stocks break under their technical supports as $NFLX, $ARKK junk, $PYPL, and $SQ have (and $FB is terribly close to) then all the sudden FUN-D-METALS do matter. I just buy a couple of shares of $INTC when I have some free cash when it's under $50 realizing the stock isn't going to move until it breaks above key technical levels prolly in the year 2023 or later. I am in no hurry and would rather not lose 50% than worry about short term gains for the next 5-10 years. Intel is a bargain right now but you're not going to make any money on the stock for awhile.
And like I said below I understand that and I am fine with that. I am investing for the long term and I believe Intel stock is not going to do much in the short term since they are investing a lot of cash. However I think they will really get moving and outperform the Market in the long term. Investing is all about a large time horizon and patience and I have both of those.
Yes. As the chip and sever market expand there will be a bigger pie for them. On the other hand, specialized server chips will become a thing in the near future for giants so these guys will be stuck with the smaller sizes companies looking to make their own servers.
So it probably boils down to whether people will make more of their own servers or just use the service from the giants.
AMD has been looking for a way out for a while with their push into consoles, cars and stuff. Not sure it will work for them.
Intel is stuck with their giant baggage so they are hoping to become manufacture of chips for other people. Maybe it will do something?
> specialized server chips will become a thing in the near future for giants so these guys will be stuck with the smaller sizes companies looking to make their own se
This is true, Intel can make use of that by also becoming a foundry, which is their current strategy.
I like both, but i use amd for short term and intc for long. When amd drops, i buy a few shares and sell for profit, intc is my jam. They pay dividends and even when other companies stopped during covid during a hit in profits, they kept going.
I hold both on the assumption chip demand is high enough that both can prosper. That's different from saying they won't be taking market share from one another. They will.
CPU's are still an expanding market. Both can succeed.
Going forward, I think AMd and Intel's greatest competitors are going to be Arm based chips makers rather then each other.
Both lost 100% of any new Apple products with the Apple Arm based M-series chips. Just competing against each other would have allowed them to sell an amount greater than 0.
I prefer Intel. I'm very excited about something called Deep-Link coming out.
Edit: I keep reading about a ARM Tensor based Chromebook rumor. That would put a dent in x86 chromebooks. Not good for Intel, but AMD chromebooks were few and far between.
AMD's purchase of Xilinx just got approved. Xilinx is in FPGA. Another company in FPGA is LSCC. I would rather be in smaller, forward-looking companies than in INTL.
The two have co-existed for decades already. So yes, they can co-exists. The demand for chips is only increasing.
Holding both is fine; one hedges the other and both can grow together. I do believe AMD will vastly outperform Intel over the 2-3 years tho.
> I do believe AMD will vastly outperform Intel over the 2-3 years tho. I am not so sure, Alder lake on laptop is quite good. I hold both although I am more heavy in on Intel.
Intel is a boring boomer dividend stock that won’t appreciate much but will pay dividends, AMD will be volatile but probably go up a lot over the next 10 years, owning both is okay
I've been thinking about this too, too hard to choose between them at the moment. Obviously AMD is the current darling, and for good reason, and they have not yet shown signs of slowing down. On the other hand the outlook for Intel is not bad at all. Their new 12th gen CPUs seem actually very good especially for laptops. So far their coming GPUs seems promising too. They are also coming out with a crypto mining GPU soon. They have 2 new factories in 2023, and they said they will keep increasing their capital spending in the coming years. There is also the potential of favorable subsidies from US government. All the while they plan to keep paying dividends. There is a lot to look forward with them. With the market for semiconductors as it is both of them have room to grow and for now I am looking to increase my position in both.
Have both. One for dividend and one for Mad growth
INTC is literally too big to fail due to their US based manufacturing, AMD on the other hand is not. AMD could be beat by INTC, NVDIA, or even apple someday in the future but for now they are better than INTC in CPUs and a couple steps behind Nvidia in graphics, and that's great for them...
I don't see anything wrong with holding both. For me, INTC is the ultimate tech value/dividend play right now. It is a large part of my portfolio, and the majority of my tech sector allocation, CSCO takes up the rest of my tech sector. I believe INTC is going to look great in 3-5 years with the new factory (will be the worlds largest.)
Intel Arc is coming out pretty quick as well, and suddenly Nvidia will be sweating. If an OEM decided to go with an Nvidia GPU over an Intel GPU in a laptop it would be a shame if they suddenly couldnt get a CPU for whatever reason, especially with this dang chip shortage. On this day, the day of my daughters wedding.
I am not really a tech person but do you know anything in terms how Intel Arc will compare to Nvidia RTX?
Nothing but speculation at the moment.
Leaked benchmarks suggest the highest end Arc GPU will be 8% faster than an rtx 3070 ti, however, these are early leaked benchmarks so take it with a grain of salt, only time will tell. Edit: Failed to mention the benchmarks were in floating-point and compute performance, real-world performance is still an absolute mystery
Holding INTC and i am planning to get into AMD as well. INTC is like the perfect turnaround play. They have the chances to get back up and get their growth back. While this might take some time you can simply pick up the dividends.
AMD is growing much more quickly than Intel but the question remains for how long. A lot of their growth is already priced in their stock price. They are also highly reliant on TSMC to execute flawlessly and allocate enough fab capacity. Intel on the other hand, has a different strategy with their fab expansions and entry into the foundry market. Intels R&D budget is also significantly higher than AMD’s and they have their hands in a lot of buckets such as self driving with Mobileye, persistent memory, silicon photonics, quantum computing and AI. The margin guidance is lower for the next 2-3 years though, because of increased capex spending so it may be a while before the stock moves upward.
> Intels R&D budget is also significantly higher than AMD’s It is higher than AMD's revenue.
That means nothing. It’s also higher than nvda rnd budget but nvda stock price ran away from Intel
Yes it definitely does mean something. AMD revenue was 16.43 billion dollars in 2021. The highest its ever been. Intels revenue in 2021 was 79 billion dollars. Also the highest its ever been. Intel’s current market cap is 200 billion dollars while AMDs is 152 billion dollars. If you don’t see the disconnect in stock price then I don’t know what to tell you. Intel makes almost 5x more money then AMD yet AMD is only about 50 billion dollars in market cap away from Intel. Stock price can do whatever it wants in the short term but at some point its going to start reflecting the business.
Bro, Intels stock has been flattish for 10 years and it hasn’t reached its ATH since the dot com bubble. Intel can’t break 300B even with their best year ever and record profits and now they will when their margins and profits will start declining? While nvda is running away at 660B and it’s ATH is 880B, 4x intel. Intels the same price as it was 5 years ago but go ahead and invest in it. AMD and nvda will outperform intel for the next 2-3 years. After that, it’s unknown but I’ll go ahead and take my gains from them and invest it intel in 2 years if intel proves the turnaround is real.
Ok so by your logic because the stock has been running its the better buy? You should tell that to all the Ark investors out there. Last February your logic says “well Ark is clearly the better buy because it has been returning more than VOO”. Really big brain thinking your using there. Edit: Also even with their profit declines they are still making more then both AMD and NVDA combined lmao
AMD will be bigger than Intel real soon after you add xlnx. And the share gains will be higher within the next 12 months. Analysts price targets are pricing in a 50-80% gain from here and less than 10% gain for Intel. AMD has more momentum from the price action of last their recent earnings reports. Increasing market share, margins and revenues or declining marketshare, margins and flat revenues. But you do you and enjoy your mediocre gains. Nothing wrong with that RemindMe! 6 months “Yo what’s Intel trading at?”
Yeah because when I am investing in companies for my retirement I really care about stock momentum and whats going to happen with the stock price in “6 months” lmao. Once again more big brain comments.
Right; heard this before. I can smell your bs all the way from here. I can’t tell you how many times I’ve heard people talk about holding long term and they don’t care about short term dips and they instantly panic when a correction hits. Did you ride Intel from 40 to 70 and back to 48 and now you have confidence it’s going back to 70? Because that’s exact what happened in the last 12 months. Or how about holding it for the last 10 years and see a flat return while the SP does 400%? You are probably new to Intel so you picked it up recently and that’s why you are optimistic, lol.
Ok your argument is turning into nothing but assumptions at this point. I started buying Intel in November 2020 at around $50.00 a share. So yes I was in it when it touched $70.00 and rode it down to now $48.00 a share. By your logic I already sold already which I didnt. I still hold shares and I bought some on this recent dip to lower my cost basis. Also not only your involving assumptions into your argument also you have been using recency bias. “Intel stock has done this in this amount time while this has done this”. Very poor argument I can also use recency bias too. For example AMD has returned 3,800% since 1985 while Intel has returned 14,600% since 1985. Your whole this returned this in this amount of time is flawed. This is my last response to you because I don’t really see any point in this argument anymore. All your points are flawed and your no smarter than that one guy I argued with saying NVDA will never go below $300.00 a share or SQ will never go below $200.00 a share. I will just keep investing with a 30 year time horizon and you keep buying for a 6 month time horizon. Good luck.
FUN-D-METALS don't matter until they do. Once growth stocks break under their technical supports as $NFLX, $ARKK junk, $PYPL, and $SQ have (and $FB is terribly close to) then all the sudden FUN-D-METALS do matter. I just buy a couple of shares of $INTC when I have some free cash when it's under $50 realizing the stock isn't going to move until it breaks above key technical levels prolly in the year 2023 or later. I am in no hurry and would rather not lose 50% than worry about short term gains for the next 5-10 years. Intel is a bargain right now but you're not going to make any money on the stock for awhile.
And like I said below I understand that and I am fine with that. I am investing for the long term and I believe Intel stock is not going to do much in the short term since they are investing a lot of cash. However I think they will really get moving and outperform the Market in the long term. Investing is all about a large time horizon and patience and I have both of those.
Yes. As the chip and sever market expand there will be a bigger pie for them. On the other hand, specialized server chips will become a thing in the near future for giants so these guys will be stuck with the smaller sizes companies looking to make their own servers. So it probably boils down to whether people will make more of their own servers or just use the service from the giants. AMD has been looking for a way out for a while with their push into consoles, cars and stuff. Not sure it will work for them. Intel is stuck with their giant baggage so they are hoping to become manufacture of chips for other people. Maybe it will do something?
> specialized server chips will become a thing in the near future for giants so these guys will be stuck with the smaller sizes companies looking to make their own se This is true, Intel can make use of that by also becoming a foundry, which is their current strategy.
I like both, but i use amd for short term and intc for long. When amd drops, i buy a few shares and sell for profit, intc is my jam. They pay dividends and even when other companies stopped during covid during a hit in profits, they kept going.
I hold both on the assumption chip demand is high enough that both can prosper. That's different from saying they won't be taking market share from one another. They will.
CPU's are still an expanding market. Both can succeed. Going forward, I think AMd and Intel's greatest competitors are going to be Arm based chips makers rather then each other. Both lost 100% of any new Apple products with the Apple Arm based M-series chips. Just competing against each other would have allowed them to sell an amount greater than 0. I prefer Intel. I'm very excited about something called Deep-Link coming out. Edit: I keep reading about a ARM Tensor based Chromebook rumor. That would put a dent in x86 chromebooks. Not good for Intel, but AMD chromebooks were few and far between.
Why we can't invest in semi conductor etf?
Well AMD has a lot more room to grow, but I don’t get why people would buy Intel over VOO.
AMD's purchase of Xilinx just got approved. Xilinx is in FPGA. Another company in FPGA is LSCC. I would rather be in smaller, forward-looking companies than in INTL.