$AMD

$AMD is trading at almost double the $NVDA valuation despite $NVDA having faster expected growth by 2028. Consensus growth estimates by 2028: - $AMD: 43.7% CAGR - $NVDA: 61.3% CAGR Yet, $AMD is trading at 31x 2028 earnings while $NVDA is at 17.6x. One of them is mispriced... https://t.co/oCbCdX1dAt