From TradingView · · 30s
AMD Valuation Doubt
AMD's high valuation hard to justify with weak margins and competition.
In brief
AMD's high valuation hard to justify with weak margins and competition. AMD's $1.5T peak valuation seems unattainable given low margins and NVDA's growth. Originally reported by TradingView.
AMD Valuation Concerns
AMD's valuation hard to justify with weak margins and competition.
“this movie sucks”
Margin Pressure
AMD's margins widdled by amazon, oai, and google.
“margins widdled by tpus types (amzn, oai, goo gl)”
Valuation Risk
AMD's $1.5T peak valuation seems unattainable with current growth.
“will we probably see a $1.5t valuation at cycle peak”
What matters most
AMD's $1.5T peak valuation seems unattainable given low margins and NVDA's growth.
