The lower forecast makes it relevant. Are they going to blow away their forecast given the response to the new lineup? They weren't able to predict demand? Or did they anticipate, and these increased sales aren't going to move the needle and their forecast was correct?

You can't really compare an established semiconductor company that has real earnings with a fantasy of global domination in the transport industry.

If you compare Intel vs AMD based on P/E, there's a lot of growth priced into AMD that has yet to materialize. Don't expect good earnings to push up the stock price even further. In fact, you can expect a drop even after good sales numbers, as traders will use that opportunity to sell.