AMD ADVANCED MICRO DEVICES INC
· Too few opinions · last 90 days · 7d · 30d · 90d
Bullish share
50%
2 bullish vs 2 bearish voices
People
10
who mentioned AMD
Mentions
11
posts and comments
Neutral voices
7
mentioned it without a clear stance
Bullish and bearish voices per day
Bullish (above the line)Bearish (below)
Mentions per day
By subreddit
| Subreddit | Bullish | Bearish | Neutral | Split | Bullish share | Consensus |
|---|---|---|---|---|---|---|
| r/StockMarket | 0 | 1 | 4 |
| 0% | Too few opinions |
| r/stocks | 2 | 0 | 2 |
| 100% | Too few opinions |
| r/wallstreetbets | 0 | 0 | 1 |
| — | Too few opinions |
| r/ValueInvesting | 0 | 1 | 0 |
| 0% | Too few opinions |
What people are saying (last 7 days)
▲ Bullish takes
…now when something looks over-engineered just to obscure the real numbers. What gets me is the Nvidia and AMD buying in. If the chip suppliers are willing to put $5 billion of their own cash into this, either they know something we don't or they're just propping up their biggest customer so the orders keep flowing.
▼ Bearish takes
Isnt AMD valuation ridiculous? I dont understand how the market is pricing in AMD at ~ 130 P/E but AVGO at ~ 30 PE (Even after the recent sell off) AMD needs a CAGR of ~ 30-35% to justify its current price and ~ 55% to justify the peak few months ago. This is assuming that they will take over NVDA market share in AI Ch…