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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 227.95

-4.1%

11:19 AM EST

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To: neolib who wrote (53269)	1/27/2024 9:32:25 PM
From: Vattila	Read Replies (1) of 72176

As valuation is so dependent on revenue and profit growth, I guess we might see both Nvidia give up valuation (as margins definitely and perhaps even revenue come down) and AMD gain (if revenue can grow beyond the already sizable expectations now being set). But the AI revolution may lift both for a while. To be frank, I would be happy if from here AMD just had slow steady growth, just above inflation, until I reach old age. However, it now looks like AMD will benefit materially from the upcoming AI era, and we might enter my Optimistic scenario ($200-400 stock price) pretty soon. Depending on how it all pans out with AI developments, adoption and competition, times ahead may become really crazy and turbulent. In any case, I'm glad I'm not a Nvidia shareholder. It is amazing what Jensen Huang has achieved, and the company should have great prospects, but I would worry about securing profits every day. I am not a trader, and I rarely sell stock (actually, the only stocks I've "sold" are MIPS and then Imagination — sells forced upon me as these companies faltered and were acquired). I prefer just holding my large investment in my beloved AMD underdog for the long-term.

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