I have been running the numbers a lot for this stock and analyzing exactly what Lisa Su has been saying.
Putting it simply a couple of things stand out that make this stock seem crazy, crazy underpriced right now.
1.) She said EPS of 20+ in the next 5 years. Current EPS is 4.17. Thats almost 5X eps in 5 years.
5X EPs growth forecast by a CEO is frankly insane and normally I would just call it hype but...
2.) Lisa su is known for sandbagging and underpromising. She just is not a hype merchant, or at least never has been, maybe shes changing her tune? But in the past she has always underpromised and undersold AMD's performance
When you combine this with the fact that AMD has signed two huge deals with two of the biggest data centre customers, the stock seems nuts? Even with the warrants (which I imagine are baked into the 20+eps estimate by Lisa Su), and all the fear of "AI Bubble". She seems preety confident that this income and revenue is real.
Amd has a current Price to sales of like 9x , avgo and Nvda 20x/30x...
I get that their margins and income are what make their stocks so desirable, but AMD appears to be on the cusp of generating some nuts income (each quaterly report their margin has been rising slowly).
If Lisa su hits her targets, which she normally does, then this stock should realistically 2X-5X by 2030? What am I missing? The customers are there. It seems only supply chain issues or delays could be a risk now?