Month: January 2023

This week I want to evaluate one of AMD’s main competitors in Nvidia. Much like AMD, Nvidia’s stock price has been hit hard over the past year. As of 1/20/23, Nvidia’s stock price is down 26.1% from a year ago. The consumer driven components of Nvidia’s business have been hit especially hard over the last…

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Our first couple posts focused on the front end of the semiconductor supply chain with Applied Materials (AMAT) and LAM Research (LRCX). This week, we are jumping to the back end of the semiconductor supply chain with Advanced Micro Devices (AMD). AMD’s stock price has been hit harder than most, 53.1% decline, over the past…

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