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AMD

NASDAQ: AMD · US
MI300/MI350 is the only credible non-NVIDIA training silicon at scale.

Markets it anchors
015254060+cheapfairfullexpensive26.5x 015254060+cheapfairfullexpensive26.5x
Fig. 1The screen as it last ran, 6 Nov 2026: Full at 26.5x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price449.04 USD
Market value$736B
Revenue, last 12 months$45B
Forward P/E26.5x
EV to revenue14.5x
Gross and operating margin56% · 21%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.