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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 124.94-2.6%9:51 AM EST

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To: Kelvin C.P. Wang who wrote (42323)8/2/2021 3:57:03 PM
From: neolibRead Replies (2) of 44228
 
Yeah, I've seen them (and appreciate his efforts), just saying that AMD is now already valued as a premier semi company, with a price that matches. NVDA is still is the stratosphere however.

Here are the top USA Semi Cos:

INTC: 218B/18.7B

MU: 87B/6.6B

QCOM: 167B/6.3B
AVGO: 199B/5.5B
NVDA: 492B/5.4B
TXN: 176B/4.6B
AMD/XLNX: 165B/5.4B

We have arrived, that should be clear. AMD is already a premier "trusted supplier" or whatever terms he was using in those tables, and its valued that way. NVDA is only the real standout for being over valued in the list above, and you could say INTC is the standout for being undervalued. AMD fits nicely with the rest of the back. Going forward, the upside for AMD is if they can continue to grab marketshare from INTC and NVDA at a fast pace. I could like a 500B marketcap for AMD!
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