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Comment by melling | Hacker News Reader

That’s one incredibly high P/E for AMD. Is 241.10 correct?

The numbers look more favorable for Intel. Let’s see if they can turn it around

My gut also feels me that intel is currently somewhat undervalued. The times where their CPUs were beaten left and right by AMD are long over. And their fabs give them a heavy strategic advantage over them - especially now that geopolitical tensions are high. Of course neither am I an oracle, nor is the market rational. But this seems off

I tend to agree, but I realize after losing money in Intel stock, that their manufacturing business is a huge risk, and that keeps price down. They have to spend many billions to build even a single fab. They have to fund those investments and the factories may not work!

(not my opinion) AMD has an AI story, Intel hasn't.

Where's AMD's AI story? The whole AI market right now is almost exclusively Nvidia(CUDA) dominated.

I think even Apple and Google have more AI HW in the wild than either Intel and AMD who only just launched SoCs with NPUs and their GPUs aren't really used much in mass market AI training.

Why do you discount Gaudi 3? It looks like a very strong offering.

Agree. I've personally invested some money in Intel because I'm bullish on their new fab sites approaching TSMC (and potential higher tensions in Taiwan), they are currently profitable, and I expect the trend to increase reliance on American-soil built fabs. Their P/E is also low relative to their peers.

Of course, just one guy's opinion, I haven't beat the SP500 with my history of individual stock picks.

AI hype effect rubbing off from nVidia. Although Intel's Gaudi GPUs are probably just as competitive as AMDs, if not more.

The high market cap explains it I think. The stock is popular but price doesn't reflect the underlying metrics.

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