Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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AMD Earnings Report The Real Story Behind the Numbers | Value Investor Chatter | #166
Manage episode 354317349 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company.
Episode Outline
(00:04) "Exploring AMD's Rise in the Semiconductor Industry"
(05:50) Analysis of AMD's Market Cap and Earnings Report
(08:14) Analysis of AMD's Quarterly Financial Results
(11:41) Analysis of Intel Corporation's Q2 2020 Financial Results
(14:27) Analysis of PC Sales and Data Center Revenues in 2021
(16:07) Analysis of Data Centers and Chip Companies in the Cloud Computing Industry
(18:01) Discussion on the Impact of AMD on the Data Center and Cloud Computing Landscape
(23:33) Discussion on AMD's Cloud Infrastructure and the Impact of Nvidia
(25:51) Analysis of the Chip Manufacturing Industry: Challenges and Opportunities
(27:40) Discussion on the Challenges of the Semiconductor Industry
(29:55) Analysis of Carp Company's Financials and Valuation
(32:18) Heading: Discussion on AMD's Free Cash Flow and Potential Disruption from Apple and Amazon
Socials:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
Share
Manage episode 354317349 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company.
Episode Outline
(00:04) "Exploring AMD's Rise in the Semiconductor Industry"
(05:50) Analysis of AMD's Market Cap and Earnings Report
(08:14) Analysis of AMD's Quarterly Financial Results
(11:41) Analysis of Intel Corporation's Q2 2020 Financial Results
(14:27) Analysis of PC Sales and Data Center Revenues in 2021
(16:07) Analysis of Data Centers and Chip Companies in the Cloud Computing Industry
(18:01) Discussion on the Impact of AMD on the Data Center and Cloud Computing Landscape
(23:33) Discussion on AMD's Cloud Infrastructure and the Impact of Nvidia
(25:51) Analysis of the Chip Manufacturing Industry: Challenges and Opportunities
(27:40) Discussion on the Challenges of the Semiconductor Industry
(29:55) Analysis of Carp Company's Financials and Valuation
(32:18) Heading: Discussion on AMD's Free Cash Flow and Potential Disruption from Apple and Amazon
Socials:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
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Similar to Value Investor Chatter
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
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