← @oguzerkan

$AMD

看空2026-06-02
喊单前后价格走势
2026-06-02
各周期结果成熟中 · 约 14 个交易日后揭晓
1d
-3.9%
5d
-12.8%
21d
原帖
Oguz Erkan · 2026-06-02

$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

在 X 查看 ↗