Will AMD stock go up? Currently it’s not looking good.
Oracle edsB64 Mar 20
It's already selling at 180 P/E, Nvdia like growth has been already priced in. I'm buying PUTS if anything.
Meta soxle Mar 20
Need to look at Non GAAP accounting without the xilinx acquisition.
Amazon DarKnight' Mar 20
Only company that can compete with nvda in future. They need to sort out their rocm software stack and they can sell their gpus for ai easily. Nvda profit margins per gpu is ridiculous, enterprises will start looking at amd gpus.
ServiceNow rgny41 Mar 20
No
Citadel Securities H7djK51 Mar 20
I just came back from 20 years in the future and its price is indeed higher, but I forgot the exact number. Hope that helps.
Apple GLAj16 Mar 20
Going higher for sure, big cloud guys won’t rely on just one chip vendor.
I feel good about AMD long term, they have yet to seriously tackle Nvidia in the AI acceleration space but the way they took on Intel not long ago shows they’re competitive. Their share of the server market is also growing.