Comments by "Wandering Existence" (@WanderingExistence) on "Everything Money"
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@EverythingMoney Even though there was massive dilution, it's understandable because the acquisition of Xilinx increases product development, allowing them a higher competitive advantage in data centers, automotive/IoT, and 5G and buybacks help offset the dilution (1/4 of the purchase just with this year, with more to come). All things that will drive EPS for the next decade and allow more buybacks to fully offset the acquisition! I know commenters on your last AMD video told you about buybacks and XLNX, so why wouldn't you mention it in this video?
Looking at the numbers is very important, but you also should understand the context of the business- that would also help you understand why your assumptions about future growth are very conservative. 22% high side rev growth? Their guidance suggests 60% for 2022 over 2021, they were guiding 31%, but Xilinx doubles it. They won't be 31% forever, but even a few years of that will throw your evaluation off. It's funny how you are actually surprised that it was a good value on the mid&high projections and those are low!
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