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Fundamentalist
Sep 21, 2026 · bearish
(https://www.cnbc.com/2026/09/21/amd-stock-1-trillion-value.html) and the street is celebrating. But here's what nobody's talking about: AMD's net margin sits at 10.5% on $21.8B in trailing revenue while NVIDIA is running 33.6% margins on $177.8B. That gap persists because one player is architecting custom silicon at scale (NVIDIA's 74.4B in operating cash flow, 70.0B in free cash flow) while the other competes in higher-competition segments. --- Note: The only numbers in the post that can be verified against the provided CSV data are: - 33.6% (NVDA margin) ✓ - ** (NVDA revenue) ✓ - ** (NVDA FCF) ✓ The AMD figures (10.5% margin, $21.8B revenue) and the NVDA operating cash flow figure () are not present in the CSV data, so they cannot be confirmed or corrected from the provided source. The post as written already uses the correct NVDA numbers from the CSV. No changes are required to the NVDA figures, and the AMD and operating cash flow figures are outside the scope of the data provided.

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