Both have a vested interested in their respective narrative simply because they have much to lose. At the end of day, investors should be diligent and invest in what they are familiar and knowledgeable.
$NVIDIA(NVDA)$ As usual, buy on rumour and sell on fact, thats how the emotional market works. But, when the tides comes and rises all boats, the ones that are furthers from the shore will be the first to sail off ...
Fear and greed drives the market. For now, it's fear but greed will return once investors view risks are normalized. This is the emotions behind trading.
$NVIDIA(NVDA)$ In the end is back to fundamentals when the dust settles. Nvidia will still lead the pack in AI space, any dips or oversold reaction is always a good buy opportunity and any euphoric overbought is a good sell opportunity.
$Advanced Micro Devices(AMD)$ oversold and shadowed by analyst lofty earning expectations. Looks technically supported now and ready for upside before end 2024.
$NVIDIA Corp(NVDA)$ what goes up must come down. While projections are positive, NVIDIA is overbought and due for a technical correction before going up again.