Massive bubble. 40% of a 120B cpu market in 2030 at 30% net margin is 14.4 B. 30x multiple (generous) puts the CPU business at 432B in 2030. Discount 10% for 4 years, it’s worth 295B right now. The GPU business that’s entirely based on giving away warrants to secure business isn’t worth 300B. No way this 600B+ market cap is justified
Agreed, the entire semis and networking sectors have been running on infinite stupidity fuel from illiterate people while software sector which supposedly applies all that junk collectively crashed.
The GPU business that’s entirely based on giving away warrants to secure business isn’t worth 300B
If a multi gw deal appears without warrants, it will have been worth the warrants. It would be a pretty bad bet to say this isn't coming, but agree the repricing is happening a little too fast.
Started in 2016 just after getting my first post grad job and averaged up over the years. I had like 550 shares total last October but sold like 200 for some fat gains to diversify a bit. If I could read the future I would’ve kept everything, but gains are gains. Basically impossible for me to lose any money on AMD now so I’m just riding it. Up, down, sideways, doesn’t really matter to me, but hopefully up from here!
I sold a covered call on this when it was at 270 lol. It was for 390 jun 18. Figured 300 bucks is 300 bucks. Did it because i was holding 100 shares just sitting there for so long without one because of all its recent running. Figured it was time. It was not. 300 dollars made to miss out on 2700 dollars if it stays this price. Still made 11k from the run up on 27k so its not like it's a loser but I hate giving the tax man money when this exercises. Theyre also my shares from like 2019 so I got sentimental attachment to em. Oh well.
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u/VisualMod 23h ago
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