If NVDA forward PE is same as AMD's, price is about $1400

People chase AMD because it is much smaller than NVDA and they believe AMD revenue growth next quarter will jump like NVDA last year.

所有跟帖： 

• So I think investing in NVDA is safer than AMD -Outlook2024beyond- ♂ (0 bytes) () 03/01/2024 postreply 10:19:42

• AMD' AI chip MI300 is 40% cheaper than NVDA' H100, people th -Outlook2024beyond- ♂ (185 bytes) () 03/01/2024 postreply 10:26:30

• 估計主要是基本麵的因素。英偉達的顯卡供不應求，客戶得等。等不及的項目隻能將就一下，用AMD。所以AMD業績必然漲。 -韭菜傳說- ♂ (0 bytes) () 03/01/2024 postreply 11:26:04

• 就有點類似於黃金漲的時候帶動白銀也漲。跟NVDA沾上就得漲，跟黃仁勳沾親帶故的都得漲 -韭菜傳說- ♂ (0 bytes) () 03/01/2024 postreply 11:36:29

• NVDA 確定性強能夠預測，AMD是爆發性強不可預測 ---野牛--- ♂ (0 bytes) () 03/01/2024 postreply 10:43:07

• maybe after stock split, NVDA looks cheaper than AMD -Outlook2024beyond- ♂ (167 bytes) () 03/01/2024 postreply 10:53:35