Latest news with #CashFlowVenue
Business Insider
5 days ago
- Business
- Business Insider
‘Only the Beginning,' Says Investor About AMD Stock
Advanced Micro Devices (NASDAQ:AMD) stock offered little cause for celebration in the latter half of 2024 and into 2025. Despite generating strong revenue amid the ongoing AI boom, the chipmaker's share price tumbled, leaving investors out in the cold. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. That narrative, however, has shifted sharply in recent months. AMD's share price has skyrocketed 83% over the past three months, driven by renewed market optimism, a standout Q1 2025 earnings report, continued AI infrastructure investments by hyperscalers, and a landmark contract in Saudi Arabia. In fact, one investor, known by the pseudonym Cash Flow Venue (CFV), believes that AMD's 'rally has just begun,' citing product traction and international tailwinds as signs of more upside ahead. As supporting evidence, the investor points to the growing adoption of AMD's MI series GPUs by major tech players. With the Instinct MI350 already shipping and the MI400 expected to debut in 2026, AMD's data center strategy appears to be gaining real momentum. 'AMD doesn't slow down its pace, and while it still lags behind Nvidia, it doesn't have to overthrow it to secure a strong #2 position in the market, still securing high demand, growing and profitable sales, as well as customer relationships ensuring future growth prospects,' the investor added. CFV is also buoyed by some recent regulatory developments, as the Trump administration has indicated its willingness to allow the export of advanced AI chips to China. This could reopen the door for AMD's advanced AI chips, specifically the MI308, to be exported to China. Keep on Buying AMD Stock Taken together, these developments give the investor confidence that AMD's rally still has legs, even with the stock trading at a heightened EV-to-EBITDA multiple of 36.8x. 'Given robust financials, product innovation, and renewed China access, I am raising my AMD rating to Strong Buy for continued upside potential,' exclaims CFV. (To watch Cash Flow Venue's track record, click here) Wall Street, meanwhile, shows a mixed stance. AMD holds a Moderate Buy consensus rating based on 25 Buys and 10 Holds. However, the average 12-month price target of $144.45 suggests the stock may be overvalued by ~8% at current levels. (See AMD stock forecast) To find good ideas for AI stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Business Insider
12-06-2025
- Business
- Business Insider
‘Don't Bet Against It': $4 Trillion in Sight for Nvidia Stock, Says Investor
Nvidia (NASDAQ:NVDA) has regained much of its shine over the last two months, catching fire once more with a bull run that has boosted its share price by some 50%. Confident Investing Starts Here: This sharp rebound came after a rare rough patch for the AI chipmaker earlier in 2025, when the stock struggled under the weight of tariff shocks, export restrictions, and concerns over reduced capex spending by hyperscalers. The tide began to turn as geopolitical tensions eased and major cloud players reaffirmed their investment plans, restoring confidence in the AI infrastructure boom. A strong earnings report and bullish guidance in late May further reinforced that momentum. However, even with the renewed optimism, not all signals are flashing green. Nvidia's revenue growth is beginning to decelerate – a likely outcome given its enormous scale – prompting some investors to question how much upside is still left. Could this be the point where enthusiasm gives way to caution? One investor, known by the pseudonym Cash Flow Venue, thinks the best course of action is to take a deep breath – and enjoy the ride. 'Let go of valuation concerns and wait for a $4 trillion+ valuation,' explains Cash Flow Venue, who urges investors to simply 'follow the money!' Looking at its recent Fiscal Q1 2026 earnings report, Cash Flow Venue cites the company's impressive year-over-year growth of 69% as a sign that Nvidia has no problem generating cash. Meanwhile, the company's EBITDA for the trailing twelve months has grown to some $91 billion, with the pace of the gains outpacing the rise in Nvidia's Enterprise Value. 'Nvidia's bears often forget that its valuation growth wasn't detached from the business growth. Even more, the business grew more dynamically than the valuation,' Cash Flow Venue noted. And there are plenty of drivers to boost additional growth, the investor hastens to add. With its top-tier hardware, CUDA software, and robust finances, Cash Flow Venue believes that CEO Jense Huang's optimism regarding Nvidia's future is certainly justified. With the pole position in the AI race and plenty of momentum on its side, it's an easy decision for this investor. 'A 'strong buy' business with the best capabilities to capitalize on the new 'industrial revolution,'' concludes Cash Flow Venue (To watch Cash Flow Venue's track record, click here) That's the gist on Wall Street as well. With 35 Buy, 4 Hold, and 1 Sell recommendations, NVDA continues to be a consensus Strong Buy. Its 12-month average price target of $172.36 indicates that despite its recent surge, analysts still see an upside of ~21% up ahead. (See NVDA stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Globe and Mail
11-06-2025
- Business
- Globe and Mail
‘It's Only Just Begun,' Says Investor About Tesla Stock
There are many things to say about Elon Musk and Tesla, Inc. (NASDAQ:TSLA), but boring is certainly not one of them. Musk and his company are in the headlines seemingly every day, for better or for worse. Confident Investing Starts Here: Most recently, last week's very public, social media-fueled split between Musk and his previous pal President Donald J. Trump caused TSLA stock to fall precipitously, though it has clawed back some of these losses over the past few days. This broke a largely positive trend for TSLA, which over the past month and a half had been floating upwards. Indeed, it was Musk's admission in the company's Q1 2025 earnings report towards the end of April – in which he shared that he would be cutting down on most of his DOGE-related duties to focus on his private sector ventures – which sparked the recent bull run. All told, the company's share price has lost almost a quarter of its value year-to-date. One investor known by the pseudonym Cash Flow Venue thinks that the TSLA has farther to fall – and Musk bears a large chunk of the blame. 'The crash has just begun,' asserts the investor. 'I think Elon is a disaster for Tesla's brand and its global perception by customers.' Cash Flow Venue further explains that Musk's strong support of Trump has alienated the majority of progressive voters. Unfortunately for Tesla, these seem to be the consumers most likely to purchase an EV. Moreover, the slowing sales are not confined to the U.S. but are being felt throughout the global marketplace. Cash Flow Venue cites a litany of depressing figures from around the world for Tesla's EVs, including year-over-year sales decreases of 68% in Portugal, 67% in France, and ~54% in Sweden. On top of that, Trump administration policies are not helping matters, notes the investor, pointing to the fairly straightforward connection between the prospective end of EV tax incentives and a decline in demand. With so much going wrong for the company, Cash Flow Venue notes that TSLA's high valuation is therefore pretty 'counterintuitive.' 'Given high valuation multiples, declining sales, and mounting risks, I maintain a Strong Sell rating on TSLA stock,' sums up Cash Flow Venue. (To watch Cash Flow Venue's track record, click here) On the other hand, Wall Street has decidedly mixed opinions about TSLA. With 14 Buys, 12 Holds, and 10 Sells, TSLA has a consensus Hold (i.e. Neutral) rating. Its 12-month average price target of $281.77 has a downside of ~9%. (See TSLA stock forecast) To find good ideas for AI stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
