Don't Let The Blue Wave Scare You Out Of Chips

Impact · against what's priced in

The article provides no catalyst for NVDA or AMD as the market has already discounted the risks of export controls and geopolitical volatility. The claims regarding China exclusions and legislative gridlock are defensive arguments that maintain the status quo rather than adding new value to current valuations.

AMD+0.00

Already priced in

The price assumes

The continuation of AMD's current overall revenue trajectory

Claims that legislative gridlock limits policy threats simply support the 30% CAGR the market is already paying for.

What AMD's price assumes · Sep 10

• AMD▲503%
• policy▲300%
• selloff▲300%
• china
• data centers
• NVDA
• semiconductors