Intel +97% vs AMD +28%: Who Wins the Next Leg?
Intel +97% against AMD +28% after earnings, decomposed with P/S normalization, SOTP, and a cycle-peak scorecard. Targets: INTC $104, AMD $413.
#INTC
2 posts
Is $130 Intel Really Cheaper Than $455 AMD?
Intel rose 97% and AMD 28% after earnings. A plain-English look at the two rivals, the 'AI inference needs CPUs too' story, and which one to buy.