The value now is still very fair

pootpoot : indeed in a longer time horizon, amd do have more room to scale compared to NVDA.

10baggerbamm : you know for you to say AMD is undervalued and Nvidia is overvalued I can prove to you that you're completely wrong in one word... MARGINS!
amd's margins are in the '50s and 60s and  margins with Blackwell will be in the 90s.. nvdia is trading at 22 times earnings 2025. AMD has different divisions that stink their PC gaming division is zero growth it is a disappointment every quarter they come out and they don't show any significant growth it's a lag it's a kick in the balls that division should be sold or closed down. the PC business is nothing to write home about. this is another disappointment it will have growth when the AI refresh cycle begins which is q1 next year so where is the growth going to be in personal computers or Blackwell in gaming graphic chips or Blackwell?
who has a 100% of their inventory pre-sold and it's on allocation meaning anybody that says we don't want this much or we're canceling there's people that will step up and buy everything you can start with Elon Musk he wanted to buy every Blackwell chip that they could manufacture right up front he said it. AMD is not in the same league.
the one advantage and I said this over the weekend that AMD has is what's called reversion to the mean that's it.
from its peak in July it's collapsed it has never rallied back remotely close in the interim Nvidia has set new highs .
 if there is another round of AI euphoria and I touched on this calling at the Santa Claus rally I said you could see I think  157 best case scenario on AMD short-term..

Sailang Kitty OP 10baggerbamm : geez mate, at least get some punctuations

10baggerbamm Sailang Kitty OP : you are more than welcome to go back and put commas and periods in I really don't care I'm just trying to convey relevant information I have a lot of things to do.

JoshCarter4 10baggerbamm : I’m sorry man, but I don’t think the thesis in your message really came across.

10baggerbamm JoshCarter4 : real simple AMD doesn't have a chip that competes, amd chips use more electricity hence generate more heat. AMD is growing significantly less than Nvidia they have lower profit margins than Nvidia. the only advantage that AMD has is what's called reversion to the mean because it had fallen so high to its current levels that if there's a 50% Fibonacci retracement it's a huge percent gain