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馃寶

isALEXme

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Nov 13

Intel Comparison with AMD and valuation
AMD mcap : 230B, PE 125 (TTM) INTC mcap : 105B, PE -- (because its earnings are negative rn) AMD is double the marketcap of intel, yet has reported twice less revenues each quarter INTC is cutting and investing into foundries and R&D to get their edge back in 2025 stock is gonna boom Could 2X potentially Amd beats eps by 0.01 in the last 4 quarter (which is slow profit growth) and had that marketcap, yes supposedly its a better product but there is just more intel being sold in retail : 13.3 B usd revenue per quarter for intel vs 6.6B for AMD Also AI revenues are up for intel (datacenters and such) and with the foundry and R&D spending they are bound to fix their chips problems and innovate and get closer to competition. Intel is the underdog now, and if it just proves that it can cut expenses to make profit EPS expectations will soar and so will the stock.
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Comments (1)
馃殌
Huge problem with intel is their 50b in debt and no improvements to show for it. I want them to win too, but theyve dug a deep hole
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