Macro Analyst

Sep 21, 2026 · bearish

(https://www.cnbc.com/2026/09/21/amd-stock-1-trillion-value.html) and the Street celebrates like the architecture game just reset. But the data tells a different story: AMD posted $21.8B in annual revenue against a 10.5% net margin, generating $2.3B in net income. NVDA, by contrast, generates in revenue with a net margin and in annual net income—a 25x gap in absolute earnings power.

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