
Puny Analyst Make Hulk Angry!
Hulk read about some analyst guy John Vinh saying AMD stock gonna go down. Down?! Hulk don't like down! He say tariff risks and price wars make AMD weak. KeyBanc downgrade? Hulk say KeyBanc need a gamma boost! They scared of shadows! Hulk been in shadows and Hulk always comes out smashing!
AMD Become PUNY?!
This Vinh guy talk about AMD stock falling like Hulk fall after fight with Thor. Says Nvidia competition too strong China business slow. China business slow? Hulk been to China! They like smashing too! But Hulk think AMD can fight! AMD got smart people even if they not as smart as Banner when Banner not Hulk. But still smart!
Nvidia's GB200? More Like GB...BOO!
Vinh says Nvidia's GB200 so far ahead! Hulk say so what?! Hulk been behind before then BAM! Hulk smash! This GB200 sound like something Abomination would build. Ugly and full of itself! AMD's MI308 GPUs will grow but analyst man say only if count China. Hulk say China BIG! Count China! Hulk like China!
Intel Price Cuts? Hulk Laugh!
Intel want price war? Intel think they can beat AMD with low prices? Hulk laugh! Hulk been cheap before then Hulk get mad and things get expensive for everyone else! Intel's Lunar Lake? Sounds like a place Hulk wouldn't want to visit. Hulk think AMD strong! Intel will try but AMD strong like Hulk!
Hulk Say Relax! (A Little)
Vinh talk about AMD falling gross margins at risk. He say "Semiconductor stocks rarely work with risk to GMs." Hulk say “Hulk work with risk ALL the time!” Still maybe Vinh got a point. But stock market is puny compared to Hulk. Hulk just want everyone to calm down. Except bad guys. They don't get calm. They get smashed!
Most Analysts Think AMD STILL Strong! Hulk Agrees!
Most analysts still think AMD gonna do good. They say stock go up 70%! Hulk like go up! Vinh got opinion but everyone got opinion. Like Banner always say "That's just your opinion man!" Hulk think AMD gonna be fine. And if not? Hulk will...buy more stock! (But don't tell anyone Hulk said that!)
jokoumbaran
This is the best financial analysis I've ever read!
kai099
Time to average down on AMD!