AMD 股价在上涨 183% 后已处于超买状态，当前估值可能被夸大或为时过早。
逐段跳播
例如，我们看到了 AMD 股价的这种爆发式上涨。平心而论，我们此前预计会在四十多美元中段出现一次突破。突破确实发生了，但情况变得相当疯狂。
For example, we saw this explosion in AMD's stock. To be fair, we had expected a breakout around the mid-forties here. It happened, but things got pretty crazy.
AMD 股价已达到 645 的水平。它在日线图上处于“超买”区域。它在周线图上处于“超买”区域。我只是觉得其中有些东西有点为时过早，因为我认为我们并不需要那么多处理器。
We have reached a level of 645 in AMD stock. It is in the "overbought" zone on the daily chart. It is in the " overbought" zone on the weekly chart. I just think some of this is a bit premature because I don't think we need that many processors.
AMD 股价上涨了 183%，这几乎也是其今年价值的 3 倍。这，我是说，非常令人印象深刻。太惊人了。但其中一些可能因近期围绕 Meta Muse 而对处理器的热情而有些被夸大。
AMD's stock rose by 183% , which is also nearly 3 times its value this year. Which is , I mean, very impressive. It's amazing. But some of this may be a little exaggerated due to the recent enthusiasm for processors in connection with Meta Muse.
他发现，AMD 的 Venice 芯片本身，一颗 256 核 CPU，可以支持大约 896 个虚拟和代理设备。
He found that the AMD Venice chip itself, a 256-core CPU, could support approximately 896 virtual and proxy devices.
想想看。单颗 AMD 芯片就能支持 896 个，也就是大约 900 个这样的代理实例，前提是处理器时间被共享，因为代理会长时间处于空闲状态，所以你可以共享它们，而不是假设所有人都在同一时间工作。
Think about it. A single AMD chip can support 896, or approximately 900, of these proxy instances, assuming processor time is shared , since the proxies remain idle for a long time , as you can share them, rather than assuming everyone is working at the same time.
然后把钱花在 Nvidia 和 AMD 的 Frontier 芯片上；这是笔好买卖，因为他们有自己的目标，但他们花在这些芯片上的钱似乎有点疯狂。
And then spending it on Nvidia and AMD's Frontier chips; that's a good deal because they have their goals, but the amount of money they're spending on those chips seems a bit crazy .
Jensen 和 Lisa Su 欣喜若狂，因为他们甚至不必制造这些产品。他们所做的只是设计，然后 Elon Musk 带着他所有的分量出现，说：“你们是最棒的。”我们会把世界上所有的钱都聚拢起来，交给 Jensen。
Jensen and Lisa Su are thrilled that they do n't even have to manufacture these products. All they do is It's the design, then Elon Musk comes along with all his weight to say, "You guys are the best."
We'll gather all the money in the world and give it to Jensen."
所以，这些迷你 PC，配备 AMD R7 处理器、16GB 内存和 512GB 固态硬盘。好，你可以花 417 美元买到它。
So, these mini PCs, with an AMD R7 processor, 16GB of RAM , and a 512GB SSD. Okay, you can buy this for $417.
也许不如 AMD 的那么好，而且我认为 AMD 是一家伟大的公司。不过，它可能有点被过度炒作了。
Maybe not as good as AMD's, and I think AMD is a great company. Still, it might be a little overhyped.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上共 10 条判断，这里只列相邻的几条。