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Stock impact report

AMD's Real Shift Is Still Mispriced [Seeking Alpha]

Broadcom Inc. (AVGO) 
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Company Research Source: Seeking Alpha
Q4 included ~$390M China revenue and ~$360M reserve reversal, masking true run-rate but confirming stable CPU demand and resilient GPU sales. Samsung HBM4 partnership enables 13 Gbps and 3.3 TB/s bandwidth, de-risking supply chain ahead of MI455X and Helios system launch. AMD trades at ~6.9x forward EV/Sales versus Nvidia ~11.2x and Broadcom ~14.5x, but higher ~30x P/E reflects margin uncertainty. imaginima/iStock via Getty Images What is interesting to me about AMD ( AMD ) is no longer the fact that they have become a legitimate competitor to AI technology which is obvious at this point but the way the company This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock Show less Read more
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