AMD

greyenlightenment

Bitcoin returns have been mediocre since mid 2017. Unless you missed out in pre 2016, missing out on bitcoin is no different than missing out on Nvidia, AMD or one of many other popular tech stocks.

Brilliant-Repeat-178

Not a conspiracy lol, just being realistic here and perhaps a bit bullish, which is justified if u consider a few things. NVDA sitting under 250 is cheap when u realize they still have a full-blown monopoly on AI compute and nothing comes close, CUDA keeps everyone locked in, and Google isn’t a real threat as everyone says it is, switching off CUDA is a nightmare and google software stack is weak and new compared to decades of RnD by NVIDIA. This whole downturn (imo) is just some profit taking and big players pushing the price down so they can load up at a discount after the crazy run it had. It’s not over, it’s just cooling off before the next leg up, especially with Vera Rubin coming which wipes the floor with anything Google or AMD has.

ouicavamerci

$AMD - they should be at least a $750M market cap if they execute AI play properly. $BABA - self explanatory undervalued stock, e-commerce, AI, Alibaba Cloud, Qwen, Quark and Ant. $NIO - targeting profability at the end of 2026, undervalued against other EV competitors but starting to have its footprint globally. Battery swapping might be the future tech answer for EVs solving battery degradation and will be good for second hand cars.

Siks10

I April? AMD shares are up 187% since April. It's over 1 now and higher than for NVDA. IDK how you can use PEG and claim AMD is outperforming NVDA currently

Disastrous_Rent_6500

I don’t anticipate anything, all I do is buy when the PEG ratio is around 1 for growth companies. The PE is useless for companies that have massive earnings growth. In April the PE for AMD was 107 but the PEG ratio was 0.9. If you only look at PE, that market is not gonna make any sense to you, and you’ll miss opportunities

Lopsided-Magician-36

The quantum data network. IONQ is the new NVdA is the new CSCO is the new IBm. All are involved in the quantum internet that will be rolling out. IONQ’s work on quantum fidelity and quantum sensing has the opportunity to be world changing. It’s the closest thing you can get to investing in NVDA 20 years ago. It’s only true competition is the companies I listed above and GOOGL. Best bet is to buy all of them plus AMD and sit and wait until 2040. IONQ CAGR is great 2 mil rev to 120 mil in 5 years: extrapolating and they should be pulling in billions as a cash cow in 10-15 years.

borat_he_like_you

All of our sex robots are powered by top-of-the-line Nvidia chips We do not cut corners with cheaper Google TPUs, AMD, or other Chinese chips You get the best woman & product when you buy from me, I guarantee it 💯

andytobbles

Google tpus, NVDA gpus, and AMD gpus are all utilized for different things therefore there will be plenty of buyers moving forward

ApartmentRadiant6555

In the short term, the tech sector and maybe the whole market will drop. Those in the OpenAI's circular web (i.e. MSFT, NVDA, ORCL, AMD) will be hit the most. Well-deserved. In the long term, if AI is not a flop, the hyperscalers won't have to compete as much for data centers as they do now, NVDA won't be able to charge 70% margin on their GPUs. Overall, it will be cheaper to develop AI models, NVDA will be skewed. If AI turns out to be a flop, the tech sector will take a lot longer to recover and the data centers will slowly be used for other purposes. NVDA with its current valuation will be skewed either way.

Disastrous_Rent_6500

This is the main reason I invested, monopolies are only tolerated if there are no alternatives. The second there’s competition, the loyalty myth goes out the window and the market tries to favour the new alternative. Even if AMD hasn’t caught yet, the market will buy inferior chips just to not be at the mercy of the pricing power of the monopoly

Swimming-Cupcake7041

This has got to be the most uneducated statement I've ever read. What do you think NVDA's and AMD's chips are, if not ASICs?

JollyGreenVampire

Bro i have the EXACT opposite, I ALWAYS believe my decisions are wrong, which often results in an early exit from a winning position. I cant tell you how many time i fucked myself over by selling my stuff for a few % upsite, just to see it double or trippel soon after. I had AMD for 3$ and sold for 4$. Then later i had AMD for 160$ and sold for 172, next day it was 230. sold NBIS 40-50, next week 120 etc.

RustySpoonyBard

The way it's going Intel and AMD will merge to produce AI chips against Nvidia.

ImNitefall

Interesting take on Google's AI strategy with their TPUs. While I'm bullish on custom silicon plays, I'm cautious about declaring absolute winners this early. Google has strong positioning, but remember AMD and Intel are ramping up their AI offerings too, and Nvidia's moat includes software ecosystems, not just hardware. The market might be rebalancing rather than completely shifting allegiance. For metrics to watch: Google Cloud growth rate, TPU deployment numbers in their earnings, and their AI inference costs compared to competitors. These will tell us if this is sustainable momentum or a temporary narrative shift.

robmafia

>Google can Scale TpU big time >AMD chips are also being used extensively & TPU can fill the demand that jensen controls. i can't tell if you're clueless or delusional. both?

cats_catz_kats_katz

AMD’s back baby!

Siks10

You completely missed the point. Higher P/E doesn't mean outperforming. Stock price appreciation has nothing to do with how well a company is performing To your new point, take a look at AMD cash flow. It doesn't look as great as you probably think

Magnificent_luck

Sofi, robinhood, AMD

Longjumping-Yam-6233

AMD. if they execute on MI450/500 it'll fly.

Prudent-Corgi3793

>But somehow AMD made 93% profit while Nvidia only 31% in 6 months. What are you talking about? | Past 6 months | AMD | NVDA | |:-|:-|:-| | Revenue | $16.931M | $103.749M | | Gross Profit | $8.359M | $75.702M | | Operating Income | $1.172M | $64.450M | | Net Income | $2.115M | $58.332M | | EBITDA | $2.683M | $65.870M | | Free Cash Flow | $3.630M | $35.585M | Even accounting for the Xilinx acquisition and the ~12x higher market cap of Nvidia, I don't see how Nvidia is profitable at all, and I don't see this 93% profit you're referring to.

andytobbles

AMD will surprise a lot of people I think

AntiqueRecording707

Thank you! Swing trading highly volatile stocks like DUOL and RDDT. Also messed around with SPOT and BBW. I'm very stubborn and don't like to sell at a loss, even if it requires holding for a year *cough* AMD. I also do most of my trading within the first hour of market open.

Doctor_Raymos

I don't disagree about safe compounding growth, but being young means having a more aggressive portfolio. I will be happy to make bets on what I just said. AMD 217.97 TQQQ 54.59 See you in a month RemindMe! 1 month

ixvst01

AMD's high P/E is misleading because of an acquisition. They are amortizing non-cash intangible assets which appear as expenses on the income statement and balance sheet. Their real non-GAAP forward P/E is in the 30s.

Doctor_Raymos

I think you are deeply confused. NVDA has done multiple stock splits, if that is why you are wondering why the share price is lower than AMD. NVDA is a whale, AMD is a guppy. AMD is my long favorite, but to suggest AMD is outperforming NVDA is absurd

Doctor_Raymos

Great job. Go in on TQQQ, and sell end of December 😉 or buy AMD. You can invest, you can save, or you can trade. If you want to trade, feel free to DM me.

Siks10

AMD is not outperforming. They are underperforming. Who in their right mind buys a stock with 107 P/E? It's the Momo crowd, It's not what the company is worth

Todayjunyer

Imagine you open a burger joint next to a McDonald’s, but you can sell an equivalent tasting burger for half the price of a big mac. The next and only question is can you scale efficiently and retain pricing and quality. McDonald’s still isn’t going anywhere. To be clear. But your business may grow 2-10x quickly, if you execute. AMD looks capable of executing.

ThatGuyFrmBoston

You selectively picked last 6 months when NVDIA already peaked. AMD is now catching up.

ventoreal_

You are short term minded. That says it all. You can't compare a stock because of past 6 months performance. Also AMD is smaller, so it's easier to go up. If you simply zoom out, Nvidia did 1234% in the last 5 years. AMD did only 149%.

Grand-Exchange

Stock market is pricing AMD to attack market share of NVIDIA, their mi355x chip is in a way better than b200 chips.

chrisco571

AMD is at the beginning of their data center growth curve, their first competitive AI data center chips, the MI450 are launching this year. NVDA is at a more mature part of their growth curve. AMD market cap is less than 10% the size at 350bn market cap vs Nvidia at 4.3trillion. Much easier to move the market cap

iMakeGOODinvestmemts

1) Neclouds take on alot of risk for very little reward. Microsoft had a deal with nbis and it paid 20b for compute. It basically puts alot of risk on Nbis to get finance sorted and get compute ready in next 4 years. If it doesn't, Microsoft isn't left holding a bag of $20B in compute. Neoclouds are basically a hedge in the market. 2) Google has backstoped several investments in compute for centers ( wolf, cifr) etc. Google is not round triping any investments and money like Nvida. So your argument on backstop is wrong. They have also reached out to neoclouds for TPU deployment on prem if you done some research. 3) lol. Google can Scale TpU big time. Gemini 3 was trained on it. Cloud is hosted on it. 1m chips are being delivered to anthropic and possibly another 2m to nvida.... so get out of that can't scale argument lol. 4) let Jensen stop selling. AMD chips are also being used extensively & TPU can fill the demand that jensen controls. It's in jensens best interest to get as many customers right now or he risks being priced down margin.

CigarDers

One thing to remember, especially after a big trade, the volatility is what makes you money, not the size of the bet. It is easy to feel like a god after a big trade and increase the risk and get caught with your pants down. Keep the risk small and let the move keep you rich. You always need to stay in the fight. I caught AMD for a little over 40k and I relearded this lesson MSFT. But that's the way she goes!

lostbanbet

TSMC fabs the chips AMD designed. You want to be pedantic on a holiday Friday afternoon?

pmotiveforce

You sound like an absolute fucking unit of a retard. Just a towering example. AMD does not make chips, you chimp.

lostbanbet

Intel was like 5 years behind AMD on getting to 7nm and they want to get to 2nm and 1nm next year? Even when they got to 7nm, they had QA/QC issues and they bricked themselves if pushed too hard. Prepare for 10 years of “2nm tomorrow” announcements.

Tomato_Sky

Does she know? Does she know she’s an ad? All of these “articles,” are just ads. It’s not real reporting or they would explain what TPU’s are and how they are different than GPU’s. There is still a large monopoly with cuda and unless you’re in-house with google, you won’t see this as something for the industry. xAI cannot switch to TPU’s, OpenAI cannot and will not switch, China is using photo GPUs and don’t care, and if you’re running a local agent, a TPU isn’t something you can use as a consumer. TPU’s made Google’s LLM cheaper and faster for Google. If NVidia continues doing victory laps instead of developing the next gen chips, then we’ll talk leaders, but they had a decade lead going into 2023. Now it looks like a 4-6 year lead if a company can create their own custom chip manufacturing and take some of that demand away. 2-3 cycles of an ambitious AMD if that’s possible. All of that is speculation. But for the love of god, these are just ads stating that Google = Good now. Do your own research or don’t. These ads are annoying. If I have to read a story about someone “crushing,” a benchmark they specifically trained their model for, and see “unveiled,” after TPU’s have been public knowledge for a couple years now, like it’s going to swing the market with all of these things priced in.

andytobbles

I remember hearing very similar things when I was telling everyone to buy AMD at April lows haha, we’ll see who’s right in the coming months

cartman_returns

The concern might be more for amd TPU is for inference Nvidia is way ahead of everyone for training. Amd has acknowledged their focus is primarily on the inference market Meta is AMD's largest customer by far for inference. If Meta chooses TPU for inference while keeping Nvidia for Training then the company hurt the most is amd Mi450 is designed with Meta in mind but Meta also backed out of amd before with the mi300a project which was Meta unique, they did come back with a ubb mi355x but point is they can always back out

Glittering_Water3645

To all of you who bought META below 600$ and AMD below 200$ recently. You're awesome!

IDrinkSulfuricAcid

Being too impatient to wait for a good entry point. Also a lot of FOMO of ''what if it goes even higher while I wait for a dip''. I try to catch the knife quite a lot too. Bought AMD at 230 thinking it was a good deal then paperhanded it sub 200... typing it out makes me feel hella regarded

TheoryInttro

I'm not asking for much, just AMD to 250 by EOD.

Prudent-Corgi3793

NVDA and the hyperscalers are one of the only two segments of the market that are actually undervalued right now because everyone hates them and wants there to be a bubble. The only other one is even more hated: traditional telecommunications. Think Comcast, Charter, Verizon, AT&T, etc. Comcast ($22.18B) makes more in operating income than Tesla ($4.77B), Netflix ($12.64B), Palantir ($0.85B), AMD ($3.05B), AppLovin ($3.47B), and Intel (-$1.47B). In fact, it makes as much as all of them combined. But each of them have at least twice the market cap (Tesla about 15x).

Life_Show8246

It will be nice to see competition from China with western chips. I hope this carries over to the consumer market as AMD and Nvidia have had a monopoly on high end GPUs for quite some time now. https://preview.redd.it/xtt6ehra314g1.jpeg?width=612&format=pjpg&auto=webp&s=823436f5a12c5bfedb562768b2ac939659243f95

Short-Dependent7676

I pretty much stalk computer parts prices like every week and I saw an AMD chip which normally retails for $479 listed for $479 as a “Black Friday deal” and their “MSRP” of $519 was crossed off.

modder9

Intel lagged behind AMD for 4 years on 7nm processors. They got fat/lazy with their market dominance. These talks of 2nm processors will be delayed for a decade.

Aero4000

AMD does not have better gpus lol. Better cost to performance ratio, yes, but not better performance. And nvidia doesn't make LLMs, they supply all the gpus to google and everyone else. Fuck nvidia though. I'm not touching that shit after all the blatant manipulation.

JakeTappersCat

Nvidia is the new AMD lmao

sandygws

'AMD has better GPUs' ROFL

MichaelJamesBurry

Why would anyone buy NVDA? AMD has better GPUs and Google has the better AI

poomsss0

AMD's flagship gpu performance is as good as Blackwell but cheaper. Why nobody prefer them? It because NVDIA ecosystem. TPU wont sell

wa_2050

NVDA red and AMD is green.. Recession indicator.

Ok-Muffin-6901

If i wanted red i would have bought AMD!

andytobbles

AMD is about to make a break on a double bottom to the upside

TheoryInttro

Ok, AMD. Keep away from Clifford today, he is not as friendly as the PR says.

juveyjords

The market has fallen numerous times since may. AMD was 193 from 260 just a few days ago

ipeench_

Honestly I don’t look at Greeks. I’m basing my trades on technical analysis. MACD, RSI, On balance Volume, and lately regression channels. The regression channels are what changed the game for me recently. I have a channel drawn from end of October to current for AMD and then I buy puts if it’s at the top of the bear channel and calls if it’s at the bottom of the bear channel.

Seaweedminer

TPUs aren’t really close to Nvidia chips both in ecosystem and performance on the high end, and they aren’t publicly available outside of Google products. Google is still a buy if they can get their chips in other products, and they strongly compete with AMD in a space AMD never truly got into. 

OGMrzzz

Why is AMD up?

Upstairs_Whole_580

I don't DCA. If I like a stock and I want to put X% of my portfolio into it, I'll buy 5000 shares right then. I bought AMD... which is a bad example because in the 70s, it was obvious. But I DO regret this one. AVGO. I caught that falling knife at 170 and I had an experiance CFA who I'm friends with who... pushed AVGO on me(he also pushed NVDA on me in 2019, so I listen) but he said just watch everything Trump's saying... and keep monitoring. So that's the ONE time recently I guess I did technically DCA. I bought 4750 shares at 170 and then at 140... I went back in for another 5,000... actually, 148. My 2nd is I NEVER follow through on my exit points and I'll often take off a stop-loss if I think it's stupid. Like NVDA... I bought 1500 in 2019, 1000 in 2023 and I said if if it got to 1000. Then I said... if it gets to 143, I'm out. Then it was 180, then 210... and I'm still holding and I got burned on this in '22 when it went from 325 to 120. Fuuck... I also have a 3rd. Since '22, I've been in NVDA, TSM, AVGO, AMZN, GOOGL, META, MSFT and that's about 90% of my portfolio. I'm 100% of the people on here who does NOT think the AI bubble has even started and I'll 100% be the person on here talking about how I was going to retire and raise my kids so I didn't miss time with them and now... I'll be working until 60 like a regular poor. But seriously, 240, I'm taking 20,000 shares out of NVDA and just putting that aside into bonds. I'm only 39, but I don't... want to have to hear ethe "oh, you have time to make it up." I also just cannot sell after those earnings.

rasmusdf

AMD, Banks, Ford

KittyLover-7

AMD pumping more than NVDA? A MARKET OF FUCKERY AND FILTH

PTRBoyz

I’d imagine TPUs are more likely to take business away from AMD or custom silicon than NVDA which is the backbone of AI. Those other chips are competing for secondary support or inferencing. 

FanStatus4595

I bought AMD at $90 and sold AMD at $160, didn't expect the price surge.....

OpenRole

Hey engineer here. Lots of jobs opening looking for engineers with AMD specific knowledge

In-Hell-Above-Heaven

Biggest regret also is not going balls deep on all the shit over the years that I knew was a lock and a great opportunity to buy but, overlooked how much of a return it would have been. My money back then was always up and down and I never thought I had enough to make it worth it, not unless I took out a loan or some shit. I’m talking doge coin where the $40 I bought in my sisters account and forgot about turned into $880 in less than a year and I definitely could of put $1,000 on it but, I was just expecting a 80-100% return. Fucking AMD at $2.50 and $NVDA at $30 and thats before all the splits. Kept saying if I had the bands Id buy a fuck ton of shares of either but, never did I expect what its become.

TheoryInttro

I have a bad feeling about being long on AMD today. Plz to not allow Clifford to chew on the stock again today.

claythearc

I’m not sure why this is popping on my feed now given it’s old but here’s my 2¢ as someone with a masters in machine learning > googles TPU isn’t even close … Keep in mind here that Google uses their TPUs to train their models, and to serve models on Google cloud - it is replacing nvidia at scale, at least on their system. They’re also getting the other big dogs to at least vacation with them - Anthropic is expected to order like a million of them, Meta has a test happening, and then the smaller but still important players like Midjourney, Apple, Salesforce are using them as well. So it’s not just an internal tool getting internal hype - there are real customers eroding what were / would be nvidia customers. You combine this with the fact that nvidias seen exponential growth the last several years - that has been priced in. They can’t just beat expectations. Nvidia has had a place of dominance because there were zero practical competitors - AMD existed on paper but ROCm was a dumpster fire, no flash attention, PyTorch support was perpetually “coming soon.” It’s only now becoming a real option. The market is adapting now that some % are shifting away from a full nvidia stack. It may not be a lot in the grand scheme yet but nvidia has been priced for 100% dominance from all companies - and that’s kinda showing to be maybe misguided. The CUDA moat is real but it’s also not as insurmountable as people think. Almost nobody writes raw CUDA - the question is whether PyTorch/JAX/etc support alternatives as drop-in backends, and increasingly they do. The moat matters a lot for mid-tier companies who can’t afford multi-backend expertise, but hyperscalers? They employ the people who write these frameworks. Google literally built JAX to abstract hardware away. The lock-in that protects nvidia’s bread and butter doesn’t protect them from the exact customers big enough to matter for this narrative. And outside of Google - hyperscalers absolutely hate being single supplier locked. Meta, MS, Amazon all have internal silicon cooking as well. Is this what’s happening now? Is the timing coordinated narrative BS? ¯\\*(ツ)*/¯ genuinely don’t know. But the underlying competitive pressure is real, and some correction where people finally price in that risk was always going to happen eventually.​​​​​​​​​​​​​​​​

Electronic-Zone-1767

Yeah why AMD

DraconPern

Their GPU can replace 10% of the US workforce. Even if AI companies spend 10% of their revenue on nvidia GPU to enable that, the amount of money will be absolutely nuts for nvidia considering how large US's GDP is. That's the reason why everyone is trying to develop their own TPU. And no, AMD's chips can't compete. Just look at some of the subs where developers discuss LLM and AI.

realDespond

why specifically AMD?

IronGun007

You mean [this](https://www.tomshardware.com/tech-industry/artificial-intelligence/tesla-scraps-custom-dojo-wafer-level-processor-initiative-dismantles-team-musk-to-lean-on-nvidia-and-amd-more)? They dismantled the team and now rely even more on AMD and Nvidia. The people that worked there left or got let go.

Doctor_Raymos

Not sure why you would do this? 148.78 breakeven? So far OTM, 33%? Are you also ignoring macro catalysts that almost guarantee AMD will break major resistances in December? If the only thing you have going for you is a single MACD indicator, you are in for a bad time. I on the complete opposite spectrum have AMD calls that are already at 60% profit

brum21

After huge pullback on AMD and Nvidia, the market is primed for a rally. Nothing but good news right now.

ipeench_

I made $1100 this week. Risked $500. I exclusively trade AMD weekly options

Elons-Musky-Balls

Bull and AMD gona rip faces off to end the year

jooooooohn

Bought AMD around 2013 at ~$3.50 and forgot about it for a few years. So glad I forgot about it. Sold a bit at $160 but still worth around 100K from a 2K buy. Such a streaky stock though! Was all the way down to $78 a year ago.

wa_2050

AMD over valued

Cool_Two906

I'm coming around to that conclusion myself. I own Nvidia AMD and micron but I think I'd be a lot less stressed in a ETF

ADepressKid

AMD 235+ Meta 655+ ACHR 8+ EOW

dimdada

AVGO, on a bullish run due to the TPU frenzy with Google. Basically the flavor of the month right now. NVDA, AMD had their moment in the sun. As for expectations after earnings, I’m also expecting a pullback. Par for the course probably as most of the earnings announcements have seen pullbacks short term.

greyenlightenment

lol what happened to ORCL and AMD pumps?

WickedSensitiveCrew

You don’t seem to see how vague your argument is. You haven’t named a single company it’s just “trust me, Palantir will be gone in the future.” That’s not an argument, it’s speculation. I’m not being triggered; your claim simply doesn’t make sense in the context of this sub. Last year I argued that Western Digital could be a winner in the hardware layer of the AI boom, and the response I got was that the only winners would be Nvidia or AMD. The idea that smaller or specialized companies can also capture meaningful value is often dismissed. Sometimes it’s just easier to put your money where your reasoning is. PLTR was $66 in Nov 2024 it now $165 in Nov 2025. I will just see what price PLTR is at in a year from now like I did with WDC.

WickedSensitiveCrew

I agree—there are plenty of infrastructure companies that rarely get discussed. The focus seems to be mostly on semiconductors, but there are many other critical areas needed to build robots, data centers, and advanced tech that also create value. For example one I been buying is Western Digital. I barely hear it mentioned on this sub despite being a high quality company. Focus be on NVDA/AMD for the hardware layer.

Addicted2Vaping

I know an AMD chart when I see it

JumpluffTCG

We all have AMD in our portfolios yes

Separate_Fold5168

My own uneducated opinion: Nvidia continues to lead the way with the best cutting edge chips that sell faster than they can make them and... the stock doesn't go up much more from here. Maybe it settles in for a while near the 210s but in order to grow the market cap even more they either need to: 1. Rapidly increase their production rate in order to capture the insane demand. 2. Somehow put to bed any thought that other chip players (AMD, Google, and many more but most importantly China) are coming for their ~~lunch~~ margins. Preferably they need to do both. But there may not be much they can do for #2 given the major players gunning for them. And from what I know about #1, that takes enormous time and effort to get going on new output plants. And time is not on their side. The more we move forward, the more likely it is that "lesser" chips become a more viable option for *most* use cases. That doesn't mean the market in general can't continue to climb as long as AI spending going at the same rate to *someone* even if it's not NVDA.

Timely_Cow_5568

Broadcom is now a $1.8–1.9T company, about 40% the size of NVIDIA (~$4.3T). But financially and structurally, they are nowhere near NVIDIA’s trajectory. 1. Revenue & Profit Reality Broadcom makes: • ~$12.5B revenue per quarter • ~$15–16B profit per year NVIDIA in its latest quarter: • $45B revenue (≈3× Broadcom) • $26B profit (≈6–7× Broadcom) Broadcom produces 34% of NVIDIA’s revenue but only 16% of NVIDIA’s profit, yet trades at 40% of the valuation. 2. Software Segment Is a Drag VMware price hikes (2–10×) have caused a mass customer exodus to: • Proxmox • Hyper-V • Open-source KVM stacks Software won’t be a long-term growth engine — Broadcom is mainly extracting value from existing customers. 3. Semiconductors Aren’t NVIDIA-Style AI Broadcom’s AI wins (Google TPU, Meta) are semi-custom deals: • Broadcom does design + manufacturing • But Google/OpenAI/Microsoft own the IP • No long-term GPU-like economics Good business, but not transformational. 4. Growth Is Solid, Not Explosive Recent growth: • +6% QoQ total revenue • +22% YoY • +9% QoQ in chips • Q4 guide: +9% QoQ Compare that to NVIDIA/AMD triple-digit AI growth — Broadcom’s growth is steady, not hyper-scaling. 5. Heavy Debt Load Broadcom still carries: • $62B long-term debt • NVIDIA/AMD have far less leverage This limits future optionality and raises risk. *Bottom line* Broadcom is a strong business, but not a hyper-growth AI compute company. Its valuation assumes a NVIDIA-like trajectory — but Broadcom: • grows slower, • earns far less, • owns no AI chip IP, • has major software headwinds, • and carries huge debt. It’s not becoming NVIDIA 2.0 anytime soon — and the numbers make that very clear.

MrAkimoto

Nvidia is the king of the hill, but that just invites more competition to the show. Alphabet, AMD, Intel, The Chinese, and whoever else comes along will shrink the moat that Nvidia currently enjoys. I'd never pay a 50 PE for any stock no matter what their future supposed prospects are. There are too many companies with reasonable valuations that make good money. I've learned in the past riding a roller coaster of stock prices is bad for my wallet.

Few-Chemist-3463

NVDA has a lower PE because they dominate the market. Their projected growth is reliant on the hyperscalers continuing to buy product regardless of price in mass and an expanding AI market. As we have seen, there are threats to that premise in the name of cheaper and more energy efficient products. Ultimately the market could grow to such an extent that it won’t matter much to NVDA / AMD. Remember the market is forward looking and AVGO partnering with most of the Mag7 is why they’re getting a higher PE. Hock Tan has already stated he sees custom ASIC overtaking GPUs in the future. Meanwhile Jensen believes most of those ASIC projects will never materialize. Idk make your bet, but deciding on PE alone is foolish.

I_pop_Jardiance

Yall rmr that super AMD bull who would posts like hundreds of times a day? Has gone MIA for a while...lol

gkdjsl

I'm going to OD on the weird turkey stuffing with the raisins and daydream about AMD going back to $250 before my calls are vaporized

Doctor_Raymos

The fact JANUARY is on the table? Our economy is about to collapse. Don't hold long unless it's gold. This wasn't just a flip, this was a "our economy is in worse shape than we thought" The average consumer already feels it, we already know "market =/= economy", except our market is based on sentiment and not fundamentals. It is why things like NVDA corrections while other Mag7 keep pushing up makes no sense. I believe the economy is going to catch up to the market and most stocks will be significantly devalued. The only question is, when? The 5 million dollar question. Like I previously predicted (and have tripled my portfolio from), the fed is going to cut the rates, and it won't be enough. Consider every lever possible is going to be pulled in the next year to prevent stagflation & recession. Volatility is settling for now, but it is going to skyrocket. The fact that NVDA & AMD both sink 5-10% because of RUMORS Google is moving in with TPUs? We are in an incredible time. Play light on your feet, there are millions to be made here.

TheoryInttro

Spicy autocomplete chatbots have 0 value long term, same as corn. I've got about 60% in long term equities, 10% in bonds, 25% parked at 4% while waiting for equities I'm eyeing to hit my buy level, and approximately 5% in the "dicking-around-gambling" account. So far the 0.01% in silver has made up for the losses in the 0.02% invested in AMD in the "dicking-around" account.

TheoryInttro

I'm already up 95% on my tiny position. Makes me wish I'd kept out of AMD and shoved that cash into silver instead.

MrDanGugly

https://imgur.com/a/g2RDqzT Can't upload videos here but this is the full credit spreads history on the SPX gains which is about 23k The biggest win I had outside of this was 5k on AMD calls at one point I believe

magamaha2028

THIS. Nvidia invested in CUDA and making their graphics cards open for general programming via GPGPU tech around 10 years ago, back when they were losing the gaming fight to AMD. It’s gonna take a long time to recover.

TomOnDuty

I would stop chasing premium and pick the one you believe in the most. Chasing premium is how most people end up in trouble. I feel like I would say sofi although I did enter AMD yesterday. And hood is interesting.

AppleTrees2

their Q/Q growth is worse than AMD and Nvidia (they don't even show them on their earning reports. Their earnings projections for Q4 is 9% increase from Q3 For their valuation to be justified they'd have to do 6x growth in 2026 to catch up bro