u/grantresolve · 69d agono track record yet
AMD is way overvalued
AMD trades at 107x EV/FCF and would require unsustainable 27% annual FCF growth for a decade to justify current valuation. Despite AI's long-term potential, near-term deployment results show productivity losses, not gains; combined with increasing competition from new entrants (including Elon's chip efforts), AMD will likely see significant downside when expectations reset.
At post $506.00Now $516.79+2.1% since postedas of Oct 23, 4:45 PM ET
1d—
3d-7.8%
1w-6.5%
1m-0.4%
3m—
6m—
1y—