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Posted on 1/24/24 at 12:38 pm to Triple Bogey
agree...they're on a tear and a lot of folks view them as a cheaper AI play than NVDA...both are great long term however
it'll be interesting to see if AMD keeps going parabolic after earnings
it'll be interesting to see if AMD keeps going parabolic after earnings
Posted on 1/24/24 at 2:45 pm to Triple Bogey
quote:
AMD has been outperforming percentage wise with a chipset that has better performance in AI than NVDAs current product lin
AMD valuation makes basically no sense. It’s trading at 50-70% higher forward PE than NVDA at this point.
It’s expensive by every metric imaginable but people are piling in because it’s relative performance to NVDA had been so poor for most of 2023.
This post was edited on 1/24/24 at 2:50 pm
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