Kiwi_G
10-07

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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Comments

  • 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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