AMD Q4 FY12/24 Earnings Review

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The Grass Actually Is Greener Over There

by Alex King, Cestrian Capital Research, Inc

The whole problem with AMD is Nvidia, for three reasons.

One, NVDA has huge market share in datacenter and AMD does not.

Two, NVDA is growing at 150% on a TTM basis and AMD is not.

Three, NVDA stock costs less on a cashflow multiple basis.

At some point AMD stock may reach a technical low but that hasn’t happened yet.

Here’s the summary fundamentals:

Let’s get on and look at how the stock behaves on its chart, and where it might be headed from here.