What are peoples thoughts on t

What are peoples thoughts on the latest Seeking Alpha article on the over valuation of AMD?

November historically a winner but they raise some interesting points...@Barcode @koolgal @SPACE ROCKET @Tiger_James Ooi

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Tiger_James Ooi
10-07
Tiger_James Ooi
In terms of Forward P/E ratio, AMD trades at 38.7x, while Nvidia is at 37.05x, suggesting AMD is not overvalued.
However, Nvidia dominates the AI chip market with over 90% market share, compared to AMD's less than 10%.
Given Nvidia's commanding position, I expect it to maintain this dominance over the next 1-2 years.
While AMD is fairly valued, investors may prefer Nvidia due to the "winner-takes-all" dynamic often seen in the tech world.
- Kiwi_G:
  thanks very much! 🙏🏻

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November historically a winner but they raise some interesting points...@Barcode @koolgal @SPACE ROCKET @Tiger_James Ooi","highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/357405917794384","repostId":0,"isVote":1,"tweetType":1,"viewCount":454,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":182,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":357442009784640,"commentId":"357442009784640","gmtCreate":1728268200863,"gmtModify":1728268205557,"authorId":4105176974307820,"author":{"id":4105176974307820,"idStr":"4105176974307820","authorId":4105176974307820,"name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","vip":4,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":357405917794384,"objectIdStr":"357405917794384","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"In terms of Forward P/E ratio, AMD trades at 38.7x, while Nvidia is at 37.05x, suggesting AMD is not overvalued. \nHowever, Nvidia dominates the AI chip market with over 90% market share, compared to AMD's less than 10%. \nGiven Nvidia's commanding position, I expect it to maintain this dominance over the next 1-2 years. \nWhile AMD is fairly valued, investors may prefer Nvidia due to the \"winner-takes-all\" dynamic often seen in the tech world.","text":"In terms of Forward P/E ratio, AMD trades at 38.7x, while Nvidia is at 37.05x, suggesting AMD is not overvalued. \nHowever, Nvidia dominates the AI chip market with over 90% market share, compared to AMD's less than 10%. \nGiven Nvidia's commanding position, I expect it to maintain this dominance over the next 1-2 years. \nWhile AMD is fairly valued, investors may prefer Nvidia due to the \"winner-takes-all\" dynamic often seen in the tech world.","html":"In terms of Forward P/E ratio, AMD trades at 38.7x, while Nvidia is at 37.05x, suggesting AMD is not overvalued. \nHowever, Nvidia dominates the AI chip market with over 90% market share, compared to AMD's less than 10%. \nGiven Nvidia's commanding position, I expect it to maintain this dominance over the next 1-2 years. \nWhile AMD is fairly valued, investors may prefer Nvidia due to the \"winner-takes-all\" dynamic often seen in the tech world.","likeSize":2,"commentSize":1,"subComments":[{"id":357442174443936,"commentId":"357442174443936","gmtCreate":1728269565797,"gmtModify":1728269570855,"authorId":4185673499767382,"author":{"id":4185673499767382,"idStr":"4185673499767382","authorId":4185673499767382,"name":"Kiwi_G","avatar":"https://community-static.tradeup.com/news/1526f93dc7442616be452116979a880c","vip":1,"currentWearingBadge":{"badgeId":"cbe1c45c584340f3bd9ae6c77e0e9981-1","templateUuid":"cbe1c45c584340f3bd9ae6c77e0e9981","name":"Academy Experiencer","description":"5 lessons learned","bigImgUrl":"https://community-static.tradeup.com/news/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://community-static.tradeup.com/news/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":357405917794384,"objectIdStr":"357405917794384","type":1,"supId":357442009784640,"supIdStr":"357442009784640","prevId":0,"prevIdStr":"0","content":"thanks very much! 🙏🏻 ","text":"thanks very much! 🙏🏻 ","html":"thanks very much! 🙏🏻 "}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/357405917794384"}