The creator recently bought more Reddit, believing its valuation was more attractive than AMD's current pricing.
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AMD Stock Is Crashing After Earnings. Here's Everything You Need To Know
Aug 4, 2026
AMD's stock experienced a significant drop after its earnings report, despite beating expectations. The creator highlights that the stock is still up year-to-date and has only retraced recent gains. While acknowledging AMD's strong growth potential, particularly in the latter half of 2026 and 2027 with the MI400 series, the creator contrasts its valuation with Nvidia's, suggesting Nvidia might be undervalued despite its larger market cap and higher trailing/forward P/E ratios. The creator notes AMD's high forward P/E compared to Nvidia's, and while AMD's data center revenue is growing strongly, client revenue is decelerating. Future free cash flow projections are positive, but the current valuation is a key consideration.
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The creator recently bought more Palantir, believing its valuation made more sense than AMD's at current prices.
Nvidia, despite its large market cap, is considered undervalued with a trailing P/E of 32.5 and forward P/E of 21.2, growing faster than AMD.
AMD's stock is down significantly post-earnings but is still up year-to-date, with future growth expected to accelerate, though its valuation is high compared to Nvidia.
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