MoreOfTheSame
commented on
$Apple (AAPL.US)$ Share buybacks have begun today...new AI super cycle has begun. Apple upgraded to $300. The time to buy is now. Tomorrow, over $220
![Apple on the move! This stock will rise fast to $300. The time to buy is now. New all-time highs are coming this week!](https://ussnsimg.moomoo.com/sns_client_feed/72747519/20240625/1719245054909-random4365-72747519-android-compress.jpg/thumb?area=100&is_public=true)
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$Advanced Micro Devices(AMD.US$ capital flow is positive today.
$Advanced Micro Devices(AMD.US$ If AMD is overvalued, the other fake AIs need to come down too.
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MoreOfTheSame
commented on
$Advanced Micro Devices(AMD.US$
Calculating AMD's value here.
NVDA Mkt cap 2.99 trillion which is 2990 billion
AMD Mkt cap 273 billion. almost like 10% of NVDA.
NVDA revenue is 26bil vs AMD 6bil. Close to 1/3.
Now AMD's GPU market share is 19% according to Tom's hardware", and AMD's yoy growth is 32% last qtr.
Think AMD is under valued. This is ignoring their fast growing of server chip, FPGA etc.
I will put a $300 price tag on AMD.
Calculating AMD's value here.
NVDA Mkt cap 2.99 trillion which is 2990 billion
AMD Mkt cap 273 billion. almost like 10% of NVDA.
NVDA revenue is 26bil vs AMD 6bil. Close to 1/3.
Now AMD's GPU market share is 19% according to Tom's hardware", and AMD's yoy growth is 32% last qtr.
Think AMD is under valued. This is ignoring their fast growing of server chip, FPGA etc.
I will put a $300 price tag on AMD.
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$Tesla(TSLA.US$ Market doesn't want Tesla to go up.
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$Super Micro Computer(SMCI.US$ Not so super now?
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MoreOfTheSame : NVDA is now the casino's bookmaker. Win fast, lose fast.