$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Fact: PEG ratio for NVDA is 1.11X vs. AMD 0.41X. (PEG is forward P/E divided by growth rate). AMD will converge into next year (read AMD better value). A $30 up move by AMD after earnings next week would not surprise me. Personally, I think Blackwell could be NVDA’s black hole in 2025. Isn’t competition great?

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