Submitted by --TinyTim-- t3_10q2f3i in wallstreetbets
If you don't own AMD puts going into the earning release tonight you have only yourself to blame for this missed opportunity. Here is the logic behind a horrific earnings report:
New AMD chips are slower than Intel's 13th gen Raptor Lake equivalent. New IHS design creates excessive heat. Heat pipe issues with latest GPU's resulting in replacements for customers on AMD's dime will negatively impact 1st quarter 2023 results. When comparing sales of the latest CPU's, AMD is getting hammered by Intel.
The only bright spots for AMD are sales of Tesla's are through the roof and they use AMD chips in their display, though the profit margin is minimal with these, and the new motherboards for the AM5 platform will push up motherboard chipsets sales.
Comparison of top sellers on Amazon for CPU's (compare 7xxx to 13xxx chips)
https://us.amazon.com/Best-Sellers-Computer-CPU-Processors/zgbs/pc/229189
GPU issues for AMD
https://www.tomshardware.com/news/amd-faulty-thermal-solution-7900-xtx-throttling
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