Buy AMD Stock Over Nvidia? Hell No

InvestorPlace02-23

Advanced Micro Devices : Nvidia dominates the AI space with 92% market share due to superior software optimization.AMD’s success in the CPU market is hampered by declining margins, and stagnant market...

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买香蕉也用券
·02-23
Hahaha amd Also very Nice
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Jones John
·02-23
Great ariticle, would you like to share it?
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Hell No\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-23 19:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/buy-amd-stock-over-nvidia-hell-no/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices : Nvidia dominates the AI space with 92% market share due to superior software optimization.AMD’s success in the CPU market is hampered by declining margins, and stagnant market...</p>\n\n<a href=\"https://investorplace.com/2024/02/buy-amd-stock-over-nvidia-hell-no/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://investorplace.com/2024/02/buy-amd-stock-over-nvidia-hell-no/","article_id":"2413274291","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2413274291","pubTimestamp":1708686638,"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"If you truly want to profit from this AI revolution, do not buy AMD stock and instead invest in NVDA. With its true superiority, buy NVDA.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"translate_title":"买AMD股票胜过英伟达？绝对不行","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"NVDA":1},"content_text":"Advanced Micro Devices : Nvidia dominates the AI space with 92% market share due to superior software optimization.AMD’s success in the CPU market is hampered by declining margins, and stagnant market share.Nvidia’s profitability and growth surpass AMD making it a more attractive investment.Source: JHVEPhoto / Shutterstock.comBoth Advanced Micro Devices stock and Nvidia have each hit their respective highs in the past year with AMD being up 115% and NVDA 236% over the past year. This has been to due the massive innovation taking place over the past year with the growth of AI. However, AMD stock does not look like it will break any more price barriers soon. NVDA will only continue to trend upward.A Closer Look at AMD StockOptimism for AI is a major catalyst that’s pumping up the stock. However, this is an area where AMD is the laggard compared to Nvidia.The key to winning the AI war is not the sheer power of processing power, but the software that will best optimize the hardware. On this front, Nvidia has a massive advantage. It has more software engineers than hardware engineers at its company, and its recent software update made its AI functionality 5x faster.AMD was caught misleading investors on how it had the fastest GPU when it ran Nvidia GPUs on un-optimized software. Therefore, it’s safe to say that Nvidia has the advantage in AI right now. In addition, data supports the fact that it is the undisputed market leader, seeing as how it holds 92% of the market share. AMD’s CPU market share is weak In the past few years, AMD stock made investors optimistic in its penetration in the CPU market. However, we must remember that it’s coming at the expense of Intel, a $183 billion company whose name is synonymous with CPUs.Even though AMD has overtaken market share, Intel continues to compete fiercely, and observers often describe the two companies as neck to neck.One company creates a better chip at a cheaper price, and the other soon matches it. We see this as operating margins have continued to decline. In FY 2023 it was only 1.77%, compared to 5.36% the previous year.For context, its operating margins in the prior years have always stayed above the 10% threshold. In 2021, it made the most progress when it got almost 40% of the CPU market share, since then market share hasn’t grown and has instead fallen to around 36%. Nvidia’s DominanceNvidia beats AMD all around when it comes to profitability and growth projection.Analysts anticipate a remarkable sales increase of 118.4% to $59 billion in fiscal 2024 and a subsequent 56.5% growth to $92.3 billion in fiscal 2025. NVDA dominates the AI chip market with an 80% market share, expected to generate $54 billion in revenue in the next year. It controls 87% of the GPU market designating AMD as a drop in the bucket.Valuation In comparison to NVDA, investors significantly overvalue AMD stock. The business remains vulnerable to environmental shifts, showing a lack of resilience despite a decade of growth.AMD’s stock surge is largely attributed to AI hype and NVDA’s performance. NVDA has a unique position in the AI revolution, benefiting from its unmatched ecosystem. Customers with high switching costs lead to sustained high profitability. Nvidia Corporation’s current valuation suggests a promising opportunity, with a potential 20% upside.Ditch AMD for NVDA’s guaranteed returns now and years into the future!","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":277148091613448,"gmtCreate":1708689121772,"gmtModify":1708689125989,"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"htmlText":"Hahaha amd Also very Nice","listText":"Hahaha amd Also very Nice","text":"Hahaha amd Also very Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277148091613448","repostId":2413274291,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":277147802628160,"gmtCreate":1708689046871,"gmtModify":1708689050814,"author":{"id":"4104979682232590","authorId":"4104979682232590","name":"Jones John","avatar":"https://community-static.tradeup.com/news/3d14fe213b44793e6b5d8cf73f5f3df5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4104979682232590","authorIdStr":"4104979682232590"},"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277147802628160","repostId":2413274291,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":12,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}