AMDとIntelのCPU、本当に見るべき数字
AMDとIntelのCPU、本当に見るべき数字
3 日前
noteMutedGiant4126
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YouTubeDaniel Owen
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Ryzen 9 9950X3D2 vs Ryzen 9 9950X3D - Test in 10 Games
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YouTubeTesting Games
$AMD @ $303 is too conservative vs $INTC $ARM 🧵I know today we broke ATH and above $300, you may be nervous about the 80 degree verticle price action.But here are the facts why @AMD is still the cheapest Semi stock with the most growth, and with superior CPUs. It is only fair for $AMD to trade at 25x P/S or around $530/share as I suggest below. If we use Forward P/S, at Fwd 25x, that would be $1,250 a share. So I'm already very conservative here. AMD EPYC Venice is not merely a product launch,
1:51
$AMD @ $303 is too conservative vs $INTC $ARM 🧵I know today we broke …
視聴回数: 7.4万 回2 日前
x.comMike
$AMD at $600 is still cheap vs all others 🧵Most should understand after you read the thread below, $AMD is so much cheaper than $ARM and $INTC. Now, $AMD is still the least owned Semi stock among all Funds because of bearish Analysts for years. Basically these institutions/Funds are reading these equity report on AMD and sold/trimmed AMD. So if we are talking about balancing back AMD to normal ownership level, it should be around $500-$600 approximately speaking. If you don't believe me, google
1:12
$AMD at $600 is still cheap vs all others 🧵Most should understand after …
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x.comMike
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