🚨 THE AI CHIP GROWING 2X FASTER IS THE CHEAPER STOCK 🤯
📈 Revenue growth last reported quarter
🔹 $NVDA : 105.9% (July qtr)
🔹 $AMDB : 44.7% (Sept qtr)
💰 Trailing P/E
🔹 $NVDA: 23.6
🔹 $AMD: 97.3
🔮 Forward P/E
🔹 $NVDA: 15.4
🔹 $AMD: 29.9
📊 Price to sales
🔹 $NVDA: 14.9
🔹 $AMD: 16.2
🏦 Profit margin
🔹 $NVDA: 63.7%
🔹 $AMD: 16.8%
Nvidia is growing 2.4x faster, keeps 3.8x more of each dollar, and trades at about half AMD's forward multiple 👀
The AMD bull case is real 🧠
Data center grew 97% to $8.5B, now 64% of revenue
Q4 guide is about $17B, so growth is speeding up
AMD's 97 trailing P/E is on GAAP earnings, weighed down by acquisition amortization ($1.46 GAAP EPS vs $2.09 adjusted last quarter)
That's why forward P/E is the fairer fight ⚖️
Nvidia reports Nov 17, so this matchup gets a refresh soon 📅
Is AMD's acceleration worth twice the multiple, or is the market mispricing Nvidia? 👇
#stocks
📈 Revenue growth last reported quarter
🔹 $NVDA : 105.9% (July qtr)
🔹 $AMDB : 44.7% (Sept qtr)
💰 Trailing P/E
🔹 $NVDA: 23.6
🔹 $AMD: 97.3
🔮 Forward P/E
🔹 $NVDA: 15.4
🔹 $AMD: 29.9
📊 Price to sales
🔹 $NVDA: 14.9
🔹 $AMD: 16.2
🏦 Profit margin
🔹 $NVDA: 63.7%
🔹 $AMD: 16.8%
Nvidia is growing 2.4x faster, keeps 3.8x more of each dollar, and trades at about half AMD's forward multiple 👀
The AMD bull case is real 🧠
Data center grew 97% to $8.5B, now 64% of revenue
Q4 guide is about $17B, so growth is speeding up
AMD's 97 trailing P/E is on GAAP earnings, weighed down by acquisition amortization ($1.46 GAAP EPS vs $2.09 adjusted last quarter)
That's why forward P/E is the fairer fight ⚖️
Nvidia reports Nov 17, so this matchup gets a refresh soon 📅
Is AMD's acceleration worth twice the multiple, or is the market mispricing Nvidia? 👇
#stocks
