News AMD CEO Lisa Su reportedly hits $1 billion net worth on back of AI boom

[Admin]

Lisa Su, whose fortune essentially comprises AMD stock, is now a billionaire thanks to an AI-fueled stock buying frenzy.

AMD CEO Lisa Su reportedly hits $1 billion net worth on back of AI boom : Read more

 

[thisisaname]

Think how much she has lost selling the shares when they where cheaper 🤯
The share price ended the year at $11.34, if she had sold them at their high this year that would have been more like $6.5Billion. Most likely it would have been even more as the share price went up 309.4% for the year, at best $23Billion!!

 

[Neilbob]

Which ever way you swing it, I don't think she'll be needing to apply for Social Security any time soon.

 

[TerryLaze]

Think how much she has lost selling the shares when they where cheaper 🤯
The share price ended the year at $11.34, if she had sold them at their high this year that would have been more like $6.5Billion. Most likely it would have been even more as the share price went up 309.4% for the year, at best $23Billion!!

Aren't there conditions and limitations on how many shares an CEO ,and people in the company in general, can sell in how much time?
I mean shares are great and all but they only become money if you sell them, until then it's shroedingers net-worth.

 

[valthuer]

Lisa Su: "I just hit $1 billion net worth".

Jensen Huang: "Hold my 4090!".

 

[Co BIY]

Aren't there conditions and limitations on how many shares an CEO ,and people in the company in general, can sell in how much time?
I mean shares are great and all but they only become money if you sell them, until then it's shroedingers net-worth.

Insider trading regulations and market constraints do limit what they can do.

Important insiders like CEOs usually sell shares in boring well planned tranches over time. Their stock options usually have maturity dates as well. If they try and make "well-timed" market trades or large moves they are open to "insider trading" accusations and can create confidence problem for the company.

Despite these limits they seem to do OK.

 

[thisisaname]

Aren't there conditions and limitations on how many shares an CEO ,and people in the company in general, can sell in how much time?
I mean shares are great and all but they only become money if you sell them, until then it's shroedingers net-worth.

Most likely but I was just playing a game of whatifshedidnotselling

 

[ezst036]

I am happy for Lisa Su. There are a lot of jealous haters on these forums who because they aren't wealthy, they want to destroy anybody who is, but we should celebrate when people are successful and especially given how Su has turned AMD around and into a powerhouse.

Let us all not forget that it wasn't all that long ago that we had re-badged Radeons and the CPU line was based on Steamroller derivatives.

RDNA2/3 didn't turn out as had hoped but they are way more competitive than previous generations, and Ryzen is the star of the show.

The AI boom is only icing on the cake. Su already did great things before that.

 

[TerryLaze]

I am happy for Lisa Su. There are a lot of jealous haters on these forums who because they aren't wealthy, they want to destroy anybody who is, but we should celebrate when people are successful and especially given how Su has turned AMD around and into a powerhouse.

Let us all not forget that it wasn't all that long ago that we had re-badged Radeons and the CPU line was based on Steamroller derivatives.

RDNA2/3 didn't turn out as had hoped but they are way more competitive than previous generations, and Ryzen is the star of the show.

The AI boom is only icing on the cake. Su already did great things before that.

Calling them a power house is very far fetched, when they barely keep the lights on.
Last quarter they turned 6% of their revenue into actual money, and that is up from 4% the previous quarter and up from -3% yoy quarter.

For the whole of 2023 they made 2% of money vs 5% for all of 2022. (operating margin)
https://www.amd.com/en/newsroom/pre...s-fourth-quarter-and-full-year-2023-fina.html

 

[Tom Sunday]

Most likely it would have been even more as the share price went up 309.4% for the year, at best $23Billion!!

She absolutely deserves the 'threshold money' and all of the other parts offered in tandem with her overall package. But for me and now it’s back to looking for the next pay check or overtime which cannot come early enough! Yes...reality bites for some of us.

 

[DavidLejdar]

Yeah, a number of stock has increased quite some recently. Nvidia (NVDA) was the top rider for 2023 (in percentage), but other stock performed quite some as well.

Talk about AI apparently put some companies more into focus of (older) stock investors. And there seems to be some industrial-scale business going on - as in, not just selling individual GPUs and similar to us guys in the street, and a server here and there, but now also perhaps even huge AI brains.

Personally, I am not sure how much revenue AI will bring these companies long-term. It's not like e.g. artists would be paid that much to begin with, that it could mean a huge revenue stream for the clients of these companies, if they would rely on AI drawing pictures. On the other hand, there arguably is quite some potential in AI to help with weather models, medical research and diagnosis, etc.

Either way, I am now entering the stock market as well. Tomorrow I will be worth like $100. Not gonna rely on the market discovering, that AMD has a more spread product portfolio than Nvidia does, and even outdid Nvidia in revenue some years in the past. But I am going to setup an ETF savings plan, with an ETF with relatively high allocation of AMD, hoping that it will outdo inflation. Mostly to save up a bit for in 20 years or so - we don't have 401(k) as such here in Germany. Pension saving plans here are like: "You give us $100 a month for 25 years, and then we are going to give you at least $1,000, or perhaps even up to $2,000 every year, once you retire.". That isn't the worst. But when investing $5,000 over five years, and possibly having it double every 10 years, that's $20,000 in 25 years - and then a yearly return of 5% would already be the $1,000, at way less invested.

Of course there is risk. Such as when all young folks in the world rush to fight over some hills, to please some older guys, who just want to feel something, then that's not necessarily going to be great for stock in particular. But in terms of actually moving on, there is a need for technological and IT solutions.

Calling them a power house is very far fetched, when they barely keep the lights on.
Last quarter they turned 6% of their revenue into actual money, and that is up from 4% the previous quarter and up from -3% yoy quarter.

For the whole of 2023 they made 2% of money vs 5% for all of 2022. (operating margin)
https://www.amd.com/en/newsroom/pre...s-fourth-quarter-and-full-year-2023-fina.html

Well, e.g. in 2022, AMD had nearly as much revenue as Nvidia. Not only from GPUs - but when i.e. Nvidia already had been considered someone (based on company performance), then AMD surely is as well.

And by the way, AMD's gross margin was 46% for the year. One could of course argue, that they should turn that into as much operating margin as possible. But them having put e.g. nearly $6bn into R&D in one year, that's quite some R&D.

 

[TerryLaze]

Personally, I am not sure how much revenue AI will bring these companies long-term. It's not like e.g. artists would be paid that much to begin with, that it could mean a huge revenue stream for the clients of these companies, if they would rely on AI drawing pictures. On the other hand, there arguably is quite some potential in AI to help with weather models, medical research and diagnosis, etc.

Microsoft just put AI into windows in the form of copilot, google will definitely be using AI for search results at some point, everything and anything that will be taking input from normal (not PC people but the average person) users and will have to give them good info will be using AI.
AI will be making a lot of people a very big pile of money, the question is if it will stay on GPUs or if they will find something that will do it better.

And by the way, AMD's gross margin was 46% for the year. One could of course argue, that they should turn that into as much operating margin as possible. But them having put e.g. nearly $6bn into R&D in one year, that's quite some R&D.

Yes, that's part of the point that I made, last year it was 5bn this year it's 5.87bn and it will not go downwards in the future, if anything it will keep going up since designing more complicated CPUs is more expensive and producing more complex CPUs is also more expensive, and also TSMC is constantly increasing prices and so on and so on.
(2020 it was 2bn and 2021 2,8bn for r&d )