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Unless I am understanding something wrongly, Qualcomm is a superior choice. It has better revenue (9.94B vs 6.14B Q4) and EPS (4 vs 0.41), smaller market cap (100B difference). It is also pivoting to AI. So why buy AMD? 🤔
PE: 23 vs 330
Ps: 12 vs 29
AMD's next quarter is also expected to fall by greater margin than Qcom QoQ
All those buying AMD, why?
$Qualcomm (QCOM.US)$
$Advanced Micro Devices (AMD.US)$
PE: 23 vs 330
Ps: 12 vs 29
AMD's next quarter is also expected to fall by greater margin than Qcom QoQ
All those buying AMD, why?
$Qualcomm (QCOM.US)$
$Advanced Micro Devices (AMD.US)$
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$Advanced Micro Devices (AMD.US)$ Sympathy play cause of NVDA. Pump and dump.
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$Advanced Micro Devices (AMD.US)$ AMD latest earning is indeed not impressive but is not unexpected. MI300X/A has just been pushed out 4Q 2023. The software part (ROCm) is definitely not as mature as Nvidia’s CUDA. Potential AI customers are still evaluating. Only some placed orders. Most of the purchase still goes to Nvidia. My view is that it will take Q2 2024 earliest to see good numbers from AMD ER. The reason for the current high share price is all about
(1) the huge...
(1) the huge...
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$Advanced Micro Devices (AMD.US)$ Just buy it right.
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$Advanced Micro Devices (AMD.US)$ Will it hit another all-time high today?
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$Advanced Micro Devices (AMD.US)$ those who bought at 139 yay
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$Advanced Micro Devices (AMD.US)$ quite a responsible owner selling 4000 shares to earn 500k not bad compared to other companies 👍
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$Advanced Micro Devices (AMD.US)$ Invest and not gamble. Key is to know your limit and set an acceptable target. Be patient and not too greedy.
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104395530 : I dont know much about the technical reasons, but the main reason I believe why AMD is so much more popular is because of its branding. AMD is far more commonly associated with Nvdia compared to qualcomm, and their snapdragon chips arent that well known to people unfamiliar with tech, even though they are really good.
Its also why Apple stocks are good, even though their products have been terrible for the past few years, and they have a long history of anti-repair practices and generally being terrible for the consumer.