AMD Earnings – The Cheap Investor

Earnings Review: AMD, PYPL, and EV players in Focus

The Cheap Investor3 years ago3 years ago05 mins

We are in the midst of the busiest week of the earnings season. Most of the bellwethers have posted Q2 results but we still have 150 companies in the S&P reporting this week. It is very easy to miss results given the endless headlines crossing wires. We will take the next few reports to look…

AMD Earnings: May Seasonality a Positive for Semis

The Cheap Investor4 years ago04 mins

Semiconductors are a curious case for the market. The group has enjoyed a long cycle of demand and grown at an incredible pace. However, investors remain concerned about a ‘peak’ cycle in the group. This is a concept that argues, that while sales are fantastic, they are not sustainable. Price action in the group suggests…