Better Buy: AMD vs. Nvidia

Motley Fool2023-06-12

Wall Street has grown particularly bullish over semiconductor companies Advanced Micro Devices (AMD) and Nvidia (NVDA) this year, with both stocks up more than 90% since Jan. 1. The rallies have ...

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Comments

  • ol888lo
    2023-06-13
    ol888lo
    It's not a binary choice. These 2 are the biggest GPU brands and so going long on both is a sensible idea since AI is here to stay. AMD has a reputation for manufacruring CPU chips at lower price points with better performance vs Intel equivalents. Since Intel chips are invariably paired with Nvidia GPUs, I foresee AMD will be more competitive in the consumer market as it also produces better integrated GPUs that could give it a comparative advantage among budget-conscious consumers or those that use less intense AI applications.  Conclusion: AI is the norm now so it actually doesn't matter if AMD has been slightly late to the game as Nvidia alone cannot produce enough chips to satisfy the market.
  • AyKing
    2023-06-13
    AyKing
    Just buy both and hold
  • Longs
    2023-06-12
    Longs
    👌🏼🙏🏼
  • Bi Han
    2023-06-12
    Bi Han
    Both 🤓🤓🤓
  • Merdeka1981
    2023-06-12
    Merdeka1981
    Pls let AMD go up to $200 by end of 2023
  • jpe
    2023-06-12
    jpe
    something wrong when you write that a PE of 80 is better.  They are both very nice buys, but they are both emense overvalued.  Comminga resession or sell of, these will fall enourmous.  Ok for trading, not ok for long. export fromtaiwan is down 26 and 13 % yoy in march and april, tsm reported down for may also y over yer with 4%.  I would say semis still are soft
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