Not much discussion.
Saw this Fool article about why AMD may not be a great investment at these levels–
is anyone still buying or selling at this level or are we all in wait-n-see mode?
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I think I posted that after many years, I closed my position completely…doc
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The PE ratios quoted in the article are historic not forecast. AMD’s PE is much more mainstream if we look at the forecast one, 46.8 for 2024 for AMD and 47.39 for NVDA. Article does not mention this.
My plan is to wait until the FY 2024 results are out and then rebalance.
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