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

Better Buy: AMD vs. Nvidia

These companies' stocks have skyrocketed this year, but it isn't too late to benefit from their long-term growth prospects.
Better Buy: AMD vs. Nvidia

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.

Report

Comment11

  • Top
  • Latest
  • mavis88
    ·2023-06-12
    k
    Reply
    Report
  • 迷恋者
    ·2023-06-12
    Xxx
    Reply
    Report
  • sokoon0121
    ·2023-06-12
    Zjdjjz
    Reply
    Report
  • MSJYJ
    ·2023-06-12
    good
    Reply
    Report
  • yneymar
    ·2023-06-12
    Snj
    Reply
    Report
  • yeo
    ·2023-06-12
    K
    Reply
    Report
  • vbjvvbb
    ·2023-06-12
    Okkkkk
    Reply
    Report
  • Btyc
    ·2023-06-12
    Ok
    Reply
    Report
  • LCWEE
    ·2023-06-12
    👍
    Reply
    Report
  • Alvin1975
    ·2023-06-12
    U
    Reply
    Report
    Fold Replies
    • SemiLover
      I would actually be the opposite of your opinion and say that trading given these already high prices are leading up to abysmal risk to reward ratio, rather for investing for long term (5-10 years) would be better, given the growing demand of data centers, gaming and AI, AMD and Nvidia are super safe bets in the future of technology. Everything needs chips at the end of the day
      2023-06-12
      Reply
      Report