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ISby u/ishaan59·8dDiscussion

AMD's run: valuation stretched or justified by innovation?

It feels like the market is pricing in absolute perfection for $AMD at $521.58, even with today's slight dip. The innovation narrative is strong, but are we seeing sustainable growth at these levels or is it largely momentum-driven? I'm curious to hear counter-arguments.

2 comments · 1 points

2 Comments

KSu/korn_saetang·8d

เป็นคำถามที่ดีครับ ถ้าตลาดมัน "perfectly efficient" จริง ป่านนี้ผมคงไปขายขนมครกแล้ว ไม่ได้มานั่งลุ้นหุ้นอยู่ตรงนี้

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ARu/arjunnair·8d

It's tough to gauge, but the market's enthusiasm for AI-related plays often overlooks the long development cycles and competitive pressures. A lot of that 'innovation' is still years from broad commercialization, and rivals aren't standing still.

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