My simple way of looking at the valuations based EV/Sales(TTM)
Nvidia 35.5x
AMD 7.36x
Intel 2.98x
Industry avg: 4x
Intel: A risky buy, as future growth is not yet visible.
AMD: Downside is limited and there is huge upside potential if things work as expected from Q4 with MI300.
Nvidia: Downside is possible, but upside is still reasonable in the long run. Although it looks overvalued, I believe the downside is limited given the demand for H100 and they also future ready with autonomous automobile pipeline.
Disc: Already have a small position in Nvidia(at 153), planning to take a position in AMD(I feel there is nothing much to lose here! and can wait for an year without any expectation)
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