CPU demand edition>$20 EPS in two years>Meta 6GW deal>OpenAI 6GW deal>Anthropic deal soon?>MI450 Helios rollout 2H 2026
from 2025 AMD Financial Analyst Day
AMD has a 150 p/e ratioand for that reason sharks, im out.
>50mw lease with option to expand up to 200mw with riot platforms If Lisa Su trusts this bitcoin miner to pivot to data centers then I'm buying some otm calls on it.
>>62238921you have to work a little harder bro. https://seekingalpha.com/symbol/AMD/earnings
>>622389092025 AMD Financial Analyst Day cont.
bump
>>62238906i respect your dedication amd chadyour efforts are preserved forever in the halls of valhalla aka warosu.org
>>62239995thanks bro!
>>62238924>just look at the forward of the forward of the forward P/E ratio! It’s under 1!
>>62242290its standard practice to look at the 1 year forward PE of a company. its why you find it on every financial website on earth. its common for analysts and companies to give a 1 year forward forecast. how are you investing if you arent even looking 1 year out at forward earnings? that guy:>AMD has a 150 p/e ratiofor the current year its 57x. then 32x next year. if you just look on google finance and see 150x you are missing a lot.
>>62242316>the forward of the forward!It’s not December yet, sunshine. Didn’t know AMD invented a way to see the future. Now THAT’S what I call valuable.
>>62242334its standard practice to look at the 1 year forward PE of a company. its why you find it on every financial website on earth. its common for analysts and companies to give a 1 year forward forecast.how are you investing if you arent even looking 1 year out at forward earnings?>Didn’t know AMD invented a way to see the futurethose are analyst 2026, and 2027 estimates. they exist for all stocks. here >>62238909 is AMDs own estimates. again a common thing for companies.
