Edgewater Research Has A Negative Call Out On AMD; Says Microsoft Is Pushing Out AMD M1300 Deployment Out Due To Performance Challenges. This Better Seen For Nvidia
Portfolio Pulse from Happy Mohamed
Edgewater Research has issued a negative call on AMD, stating that Microsoft is delaying the deployment of AMD's M1300 due to performance issues. This situation is seen as beneficial for Nvidia.
July 13, 2023 | 1:36 pm
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POSITIVE IMPACT
The delay in deployment of AMD's M1300 by Microsoft is seen as beneficial for Nvidia, which could lead to a positive impact on its stock.
The delay in deployment of AMD's M1300 by Microsoft is seen as beneficial for Nvidia, as it could lead to increased demand for Nvidia's products. This could potentially lead to an increase in Nvidia's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Microsoft's decision to delay the deployment of AMD's M1300 due to performance issues may not have a significant impact on its stock.
While Microsoft's decision to delay the deployment of AMD's M1300 is a negative for AMD, it may not have a significant impact on Microsoft's stock as it is a large and diversified company with multiple revenue streams.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 60
NEGATIVE IMPACT
AMD's stock may face downward pressure due to the negative call from Edgewater Research and the delay in deployment of its M1300 by Microsoft.
The negative call from Edgewater Research and the delay in deployment of AMD's M1300 by Microsoft are negative indicators for AMD's stock. This could lead to a decrease in investor confidence and a potential drop in AMD's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100