Seeking Alpha
06 Nov 2026, 15:51 UTC · 45m ago
AMD Has Just Shared Great News, I'm Buying The Selloff (Rating Upgrade)
Impact · against what's priced in
The article provides no catalyst for AMD or NVDA as the highlighted growth metrics are retrospective and already reflected in current valuations. While the author upgraded their rating, the doubling of AMD's data center revenue is a historical fact the market has already absorbed.
- AMD+0.00
Already priced in
- The price assumes
Current Data Center revenue of $16.64 billion and its 107% year-over-year growth rate
The author cites the doubling of the Data Center segment over the last year as 'great news,' but the price already accounts for this 107% year-over-year growth as a historical fact.
What AMD's price assumes · Sep 10
