Why buy AMD?
Unless I am understanding something wrongly, Qualcomm is a superior choice. It has better revenue (9.94B vs 6.14B Q4) and EPS (4 vs 0.41), smaller market cap (100B difference). It is also pivoting to AI. So why buy AMD? 🤔
PE: 23 vs 330
Ps: 12 vs 29
AMD's next quarter is also expected to fall by greater margin than Qcom QoQ
All those buying AMD, why?
PE: 23 vs 330
Ps: 12 vs 29
AMD's next quarter is also expected to fall by greater margin than Qcom QoQ
All those buying AMD, why?
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104395530 : I dont know much about the technical reasons, but the main reason I believe why AMD is so much more popular is because of its branding. AMD is far more commonly associated with Nvdia compared to qualcomm, and their snapdragon chips arent that well known to people unfamiliar with tech, even though they are really good.
Its also why Apple stocks are good, even though their products have been terrible for the past few years, and they have a long history of anti-repair practices and generally being terrible for the consumer.
102829482 : Amd got Lisa su
70131940 : Because the government made it rise
aoimizu 104395530: Agreed. Branding is a sickening powerful thing.
Moomoobo : When Wall Street looked at QCOM one day, it was time for it to go to the moon
TestLa Kopi : Cos AMD has MI300X!!
RDK79 : … and yet Zach’s rates Qualcomm a ‘C’. Over half of analysts ‘experts’ who get paid well to do the analysis…. continue to prove they should be fired.
RDK79 104395530: Agree!!