$美国超微公司(AMD.US$ AI板块哪有泡沫 就股市来看 半导体板块的需求比毒品需求都强烈 可以不吃饭不睡觉 但是不能没有人工智能
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$英伟达(NVDA.US$ 跌一天不容易 是不该抄底了
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$英伟达(NVDA.US$ 目前人类对AI的饥渴状态 应该能拉回去创新高
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$英伟达(NVDA.US$ 我仿佛看到了人类对人工智能的饥渴已经超过了吸毒者对毒品的热爱
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$美国超微公司(AMD.US$ 谁都阻止不了半导体板块上天
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$美国航空(AAL.US$ 航空的股票是不是每天上涨有限额 只能百分之一左右 份额都给半导体了 随便涨
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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?
$高通(QCOM.US$
$美国超微公司(AMD.US$
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?
$高通(QCOM.US$
$美国超微公司(AMD.US$
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$美国超微公司(AMD.US$ 神股是不又要起飞了