![](https://i.imgur.com/CLvY2jA.png")
09-11-2021, 01:29 PM
Since last yr I have looked at both companies Intel vs AMD..
NVIDIA and AMD kept going up due to the good news and technical accomplishments of the company. Nobody bother with financial performance or valuation of the stock like it doesn't matter. Until today it's like this.
Take Intel vs AMD. Yes AMD now has the fastest chip but reality is seen below.
![[Image: 03kGOrq.jpg]](https://i.imgur.com/03kGOrq.jpg)
Intel's share of the CPU market is steady or growing. The biggest weakness of AMD is it depends on TSMC for production and has far less capacity than Intel.
Intel margins remain at 50%
Yes many investors are impressed by the technical achievement of the company the magnificent chips are "superior" to Intel. But they ignore the one thing that is important. Intel will still dominate sales revenue and profits...as AMD has no manufacturing capacity.
Intel has alot of time to close the gap. Once it does AMD will be back to where it was 10yrs ago.
In the near term AMD stock may continue its seller performce given the buying momentum and nature of the stock market is very much centered on hype.
NVIDIA and AMD kept going up due to the good news and technical accomplishments of the company. Nobody bother with financial performance or valuation of the stock like it doesn't matter. Until today it's like this.
Take Intel vs AMD. Yes AMD now has the fastest chip but reality is seen below.
Intel's share of the CPU market is steady or growing. The biggest weakness of AMD is it depends on TSMC for production and has far less capacity than Intel.
Intel margins remain at 50%
Yes many investors are impressed by the technical achievement of the company the magnificent chips are "superior" to Intel. But they ignore the one thing that is important. Intel will still dominate sales revenue and profits...as AMD has no manufacturing capacity.
Intel has alot of time to close the gap. Once it does AMD will be back to where it was 10yrs ago.
In the near term AMD stock may continue its seller performce given the buying momentum and nature of the stock market is very much centered on hype.
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
