NVIDIA and AMD have been the u-To The Moon - Tiger Brokers Online Investing Community - To The Moon

NVIDIA and AMD have been the undisputed leaders of the AI chip rally, but the recent stall in their share prices shows just how high the bar has been set—and how jittery the market is ahead of the next round of earnings. AMD’s upcoming report on August 5 could be a make-or-break moment, not just for itself, but for the entire semiconductor sector.

Big tech’s upcoming earnings and capex announcements will be critical. The entire AI hardware thesis is powered by hyperscalers like Amazon, Alphabet, Microsoft, and Meta ramping up their spending on data centres and cloud AI infrastructure. If these giants confirm another round of big capex increases, it’s direct fuel for both NVIDIA’s and AMD’s revenue pipelines. Alphabet’s recent $10 billion capex headline is a prime example—when the biggest buyers keep buying, chipmakers keep winning.

Who hits $200 first?

AMD has the short-term momentum. It’s trading from a lower base and has been the clear “catch-up” trade as investors rotate into the next AI winner. If AMD posts a blowout quarter—especially with positive news on MI300X shipments and new design wins—it could sprint to $200 on FOMO alone. But NVIDIA’s fundamentals are just as hard to bet against. Any hint of a big capex surprise, or another blowout earnings beat, and NVIDIA could vault ahead in days.

How much longer can the rally run?

As long as AI hype, real customer demand, and massive tech capex persist, both stocks have runway left. But expectations are sky-high, and even “good” results risk disappointment if forward guidance isn’t perfect. Volatility is almost guaranteed—every dip is hotly contested, but also brings fast money profit-taking. The best approach now: stay nimble, avoid chasing, and use any meaningful dip as an entry if you’re bullish for the long term.

Bottom line: AMD’s earnings are the next catalyst. If results and guidance confirm strong AI growth, both AMD and NVIDIA can shake off their recent stalls and resume their march higher—possibly both breaking $200 this year. But the higher they climb, the less margin for error. At this point, only top-tier execution and relentless capex from Big Tech will keep this rally at full throttle.

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>NVIDIA and AMD have been the undisputed leaders of the AI chip rally, but the recent stall in their share prices shows just how high the bar has been set—and how jittery the market is ahead of the next round of earnings. 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Alphabet’s recent $10 billion capex headline is a prime example—when the biggest buyers keep buying, chipmakers keep winning.</p>\n<p>Who hits $200 first?</p>\n<p>AMD has the short-term momentum. It’s trading from a lower base and has been the clear “catch-up” trade as investors rotate into the next AI winner. If AMD posts a blowout quarter—especially with positive news on MI300X shipments and new design wins—it could sprint to $200 on FOMO alone. But NVIDIA’s fundamentals are just as hard to bet against. Any hint of a big capex surprise, or another blowout earnings beat, and NVIDIA could vault ahead in days.</p>\n<p>How much longer can the rally run?</p>\n<p>As long as AI hype, real customer demand, and massive tech capex persist, both stocks have runway left. But expectations are sky-high, and even “good” results risk disappointment if forward guidance isn’t perfect. Volatility is almost guaranteed—every dip is hotly contested, but also brings fast money profit-taking. The best approach now: stay nimble, avoid chasing, and use any meaningful dip as an entry if you’re bullish for the long term.</p>\n<p>Bottom line: AMD’s earnings are the next catalyst. If results and guidance confirm strong AI growth, both AMD and NVIDIA can shake off their recent stalls and resume their march higher—possibly both breaking $200 this year. But the higher they climb, the less margin for error. At this point, only top-tier execution and relentless capex from Big Tech will keep this rally at full throttle.</p></body></html>","text":"NVIDIA and AMD have been the undisputed leaders of the AI chip rally, but the recent stall in their share prices shows just how high the bar has been set—and how jittery the market is ahead of the next round of earnings. AMD’s upcoming report on August 5 could be a make-or-break moment, not just for itself, but for the entire semiconductor sector. Big tech’s upcoming earnings and capex announcements will be critical. The entire AI hardware thesis is powered by hyperscalers like Amazon, Alphabet, Microsoft, and Meta ramping up their spending on data centres and cloud AI infrastructure. If these giants confirm another round of big capex increases, it’s direct fuel for both NVIDIA’s and AMD’s revenue pipelines. Alphabet’s recent $10 billion capex headline is a prime example—when the biggest buyers keep buying, chipmakers keep winning. Who hits $200 first? AMD has the short-term momentum. It’s trading from a lower base and has been the clear “catch-up” trade as investors rotate into the next AI winner. If AMD posts a blowout quarter—especially with positive news on MI300X shipments and new design wins—it could sprint to $200 on FOMO alone. But NVIDIA’s fundamentals are just as hard to bet against. Any hint of a big capex surprise, or another blowout earnings beat, and NVIDIA could vault ahead in days. How much longer can the rally run? As long as AI hype, real customer demand, and massive tech capex persist, both stocks have runway left. But expectations are sky-high, and even “good” results risk disappointment if forward guidance isn’t perfect. Volatility is almost guaranteed—every dip is hotly contested, but also brings fast money profit-taking. The best approach now: stay nimble, avoid chasing, and use any meaningful dip as an entry if you’re bullish for the long term. Bottom line: AMD’s earnings are the next catalyst. If results and guidance confirm strong AI growth, both AMD and NVIDIA can shake off their recent stalls and resume their march higher—possibly both breaking $200 this year. But the higher they climb, the less margin for error. 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