Intel +97% vs AMD +28%: Who Wins the Next Leg?
Intel (INTC) +97% vs AMD +28% post-earnings: decomposing the rally via P/S normalization, SOTP, and cycle-peak scorecard. 12M PT INTC $104, AMD $413. Top Pick AMD, but neither has margin of safety.
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Intel (INTC) +97% vs AMD +28% post-earnings: decomposing the rally via P/S normalization, SOTP, and cycle-peak scorecard. 12M PT INTC $104, AMD $413. Top Pick AMD, but neither has margin of safety.