About
Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Solutions
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More
Resources
Latest Resource
September 22, 2023
Is Unity the next Snapchat?

Remember when Snapchat unrolled a massive redesign in 2018, and […]

Read More

Semiconductor Spotlight: While ARM Grabs Headlines, Another Giant Stirs

September 14, 2023

The semiconductor world is abuzz with the news of ARM's impending blockbuster IPO.

With investors' appetites whetted by Nvidia's staggering 200% rally this year, ARM's anticipated valuation of over $50 billion is making waves. Softbank's positioning of the British chip designer as a key player in the AI realm further fuels the excitement.

But while the limelight is firmly on ARM and its potential in the AI-driven future, we at LikeFolio are casting our gaze elsewhere. Beyond the dazzle of new IPOs and the established might of Nvidia and Intel, there's another player that's been quietly, yet steadily, making its mark. Enter AMD, the semiconductor underdog that's showing signs of a breakout.

AMD: The Underdog Poised for a Breakout in the Chip Arena

In the high-stakes world of semiconductor giants, AMD has long been the scrappy underdog, nipping at the heels of industry titans like Nvidia and Intel.

While Nvidia's stock has soared to stratospheric heights with a nearly +90% gain over the last six months, and Intel has enjoyed a robust +38% uptick, AMD has been the quiet contender, posting a more modest +17% rise in the same period.

It's like the tortoise in the classic fable, steadily making its way while the hares grab the headlines.

But as any seasoned investor knows, underdogs have their day, and AMD's story is shaping up to be a compelling one for those with a long-term vision.

AMD's Financial Rollercoaster

Last quarter, AMD defied expectations with impressive results, even amidst macroeconomic challenges. However, it wasn't all rosy. The first half of 2023 saw AMD's revenue dip by nearly -14% YoY, settling at $10.7 billion. The culprit? A slump in personal computer sales, a sector that significantly impacts AMD's ledger.

But every cloud has a silver lining. Projections for AMD's full-year revenue paint a brighter picture, hinting at a robust performance comeback in the latter half. Industry pundits forecast a 14% YoY revenue spike in Q4. A significant catalyst? AMD's much-anticipated foray into AI chips, slated for Q4 production. These aren't just any chips; they're designed to be the heartbeat of revolutionary applications, like ChatGPT.

LikeFolio's Data Reveals Momentum

A deep dive into LikeFolio's data reveals promising trends. While AMD might not be the most traveled site compared to stalwarts like Nvidia and Intel, it's catching up.

A +21% YoY surge in web visits is on par with Nvidia and leaves Intel traffic seriously trailing.

The best news for investors? This isn't a mere blip; just a quarter ago, AMD’s traffic growth was a mere +12% YoY.

AMD is also making waves in the buzz arena. Mentions have shot up by +18% YoY, neck-and-neck with NVDA and once again leaving Intel in the dust.

The driving force?

The consumer frenzy around AMD's Ryzen series, especially the newly minted 7000 CPUs. The predecessor, Ryzen 5,000 series, is flying off the shelves thanks to markdowns. That's a testament to the prowess of these processors.

As we gaze into the future, our radar is set on AMD's potential expansion in data centers and embedded sectors. Remember Nvidia's success story there?

Additionally, AMD's foray into AI is worth noting. As one of the few torchbearers crafting GPUs for AI, the company's leadership envisions AI as a pivotal growth propeller.

Bottom Line

While AMD grapples with immediate challenges like tepid PC sales and a gaming sector hitting the brakes, it's not all gloom. High consumer satisfaction and a noticeable uptick in web traffic are positive long-term indicators. Factor in the macro tailwinds of AI and big data, and AMD emerges as an increasingly attractive long-term investment.

Related Posts

Is AMD Losing its Mining Dominance?

Is AMD Losing its Mining Dominance? Although Nvidia’s (NVDA) GeForce […]

Read More
Semis Still Showing Strength: $AMD, $NVDA

Semis Still Showing Strength: $AMD, $NVDA LikeFolio recently added Advanced Micro […]

Read More
Consumers are ‘Plugged In’ to Electric Vehicles

Gasoline prices appear to be heading south for the winter, […]

Read More

Related Posts

Related Reports

KEEP YOUR COMPETITIVE EDGE

Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartselect