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re: NVDA's rise and continued strength is amazing
Posted on 1/24/24 at 11:37 pm to jlsufan
Posted on 1/24/24 at 11:37 pm to jlsufan
quote:
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
Cheaper how? Which folks view AMd as cheaper. Other than you, I have never heard anyone suggest that AMD is cheaper than NVDA by any metric. Barton’s just had an article questioning why AMD is more expensive than NVDA when NVFmDA has virtually 100% of AI GPU. Their current P/E is 1485 x. They’re trading at 47x forward.. NVDA is trading at 80x current and 30x forward earnings.
This post was edited on 1/24/24 at 11:42 pm
1
Posted on 1/25/24 at 6:10 am to go ta hell ole miss
quote:
Cheaper how?
I meant people wanting to get in on AI and seeing NVDA sp at 613 and while AMD is 170
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