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

• 估计主要是基本面的因素。英伟达的显卡供不应求，客户得等。等不及的项目只能将就一下，用AMD。所以AMD业绩必然涨。 -韭菜传说- ♂ (0 bytes) () 03/01/2024 postreply 11:26:04

• 就有点类似于黄金涨的时候带动白银也涨。跟NVDA沾上就得涨，跟黄仁勋沾亲带故的都得涨 -韭菜传说- ♂ (0 bytes) () 03/01/2024 postreply 11:36:29

• NVDA 确定性强能够预测，AMD是爆发性强不可预测 ---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