In exactly two years, will two shares of Applied Micro Devices (AMD) be worth more than one share of Microsoft (MSFT)?
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This is a clear NO in my mind, I would be interested to hear arguments in the other direction.


a tech company which has massive recurring enterprise and cloud revenue

vs

a semiconductor company which struggles to get its chips chosen over Nvidia chips to be integrated into laptops and desktops and has valuation inflated by the current AI bubble

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