Investing Experts
DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps
Feb 13, 2025
Sara Awad, an analyst at Tech Stock Pros and leader of Tech Contrarians, dives into the shifting landscape of the semiconductor market. She analyzes the implications of DeepSeek on giants like Nvidia and AMD's recent downgrade. Awad discusses Palantir's performance and the fundamentals driving stocks versus market hype. She emphasizes the importance of understanding supply and demand in current investment strategies, offering insights into three promising semiconductor companies amidst geopolitical challenges.
29:50
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Quick takeaways
- The debate surrounding DeepSeek highlights the necessity for investors to distinguish between AI hype and the genuine infrastructure demands of the market.
- AMD faces a bleak outlook for 2025 due to steep sales declines, underscoring the importance of fundamentally grounded investment strategies in tech.
Deep dives
AMD's Struggles and Market Expectations
AMD is projected to face significant challenges in 2025, with expectations of a 7% sequential drop in sales for the first quarter. Despite reported growth in AI GPU sales, the company anticipates flat performance in this market compared to the latter half of the previous year. Historically, AMD's stock price has been buoyed by market hype even in the face of missed earnings estimates, leading to skepticism about its future potential. Analysts believe that the stock has not yet accounted for the downside risks adequately, maintaining a negative outlook on AMD's prospects.
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