AMD: What Will Happen Next?
Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats.
Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser]
$NVIDIA Corp(NVDA)$ ?Should already be above $520 and imo will be within days, burying all the "geniuses" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the run rate up over 100% again ftm -- and the stock is trading at less than 28x ftm eps? This is what you might call wealthbuilding 101, or plain goofy cheap to put it in the vernacular.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
