4 ms·

Stock valuations are driven primarily by present and future profits. Given that their profits are primarily coming from extremely similar markets, you absolutel

by whack 5y ago

Stock valuations are driven primarily by present and future profits. Given that their profits are primarily coming from extremely similar markets, you absolutely can and should compare their numbers, especially their earnings.

cinntaile 5y ago
I don't see how this disagrees with what I said. If you have huge capital expenses because you have your own fabs this will have implications for your future profit potential.
lobocinza 5y ago
And also by stories like the GPU shortage.