IT'S OVER! I Can't Stay Quiet on AMD vs Nvidia Stock (NVDA) Any Longer

#amd stock was set up for a great 2024 while #nvidia ( #nvda stock ) had production issues and supply constraints. But after their Q3 earnings call, we can compare AMD and Nvidia in terms of data center GPUs, which they both sell to power generative AI applications like #chatgpt by #openai . Now that Nvidia isn't supply-limited, is AMD still one of the best stocks to buy now for the AI and semiconductor markets?

Timestamps for this AMD Earnings review:
00:00 AMD Q3 2024 Earnings
07:54 AMD MI325X vs NVIDIA H200
10:49 AMD Stock vs Nvidia Stock

Resources & References:

Disclaimers & Disclosures:

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🙏 Thanks for watching!

[AlondraTeaganBrooklynnp]

aistockadvisor AI fixes this. AMD vs Nvidia stock debate.

[citizenm]

AMD gave us a blessing to load the boat i been praying for it to come down and Friday made my last big purchase

[lupehernandez]

AMD. Will surprise me with us on 2025

[mavensept]

In conclusion, the Tickersymbolyou suggests holding AMD if already invested, but for investors with a strong focus on AI, Nvidia offers a more compelling growth story due to its market dominance and rapid innovation cycle.

[gainer]

The AI sector Evolution just beginning. Nvda . Nvidia..AMD Dip . VHAI..19 % gains month.. Vocodia holdings..conversational AI.. Soun .9 % rise month.. SoundHound..Sym up .19 % month. Symbotic and more. Thumbs Up video/ comments. Thanks.

[Startrance]

Compared to Nvidia, AMD have alot of room to grow and take market shares in the future.

[edtravelbug]

Also I think for PE ratios it is 47 to 42 if I am not mistaken which means AMD stock is almost as highly valued as NVDA. I would be more into AMD stock if its PE was in the mid to low 30s especially when I couple that with all the other points you made on the video.

[jasonbuksh]

AMD are a very well run company. However I think trying to catch NVD in AI is like trying to create a social media platform that competes with Facebook. NVD is taking the AI market and solidifying its position. If NVD have a mis step then AMD could catch.

[doctorcereza]

Great video-very informative. I've been in nvda since 2016. I'm regularly watching a number of other tech stock analysts, and you have brought up nvda vs. amd issues I haven't heard from anyone else--good work! You're now on my 'regular' list.

[Hailedpond]

Glad you’re safe. AMD has been counted out a lot in the past and Jensen once worked there. I think they’ll still be relevant.

[davidcarrington]

Hi Alex! Please make a video comparing Vista, Constellation and Talon Energy companies. I'm sure your viewers would love that! Powering AI, and EV cars of the future. The stocks have already taken off. What's your take on all of this! Especially on Talon! Too late to get in?

[geolykos]

Should’ve watched this before I bought AMD stock after the dip. Though it’s only 0.5% of my portfolio vs 10% for NVidia.

[Hunter-gobv]

Nvidia is the leader and they are more diversified in innovation and investment. No need to invest in AMD.
Also get EME. They are great engineer and Contruction company who also build data center

[pfxx]

Dude you don't need this clickbait title.... you can do better than that.

[jamesotis]

What about Vertiv, VRT? I've made a boatload with them in the last year but not sure if i should take my gains

[nathanzhu]

why people saying the gap between Nvdia and Amd are getting wider. amd instinct gpu sales are up 50% qoq from 1b in q2 to more than 1.5b in q3, and it will hit more than 2b in q4. i doubt Nvidia’s hopper/blackwell right now has that qoq growth

[lllcool]

Any update on SMCI regarding their accounting firm quit on them?

[JaYmAnRocKs]

Thanks for all the excellent knowledge bro

[effnah]

Just because NVDA has more of its revenue from AI and AMD has less today doesn’t mean it will stay that way. Your argument for dollars worth is only valid today, in the future amd revenue could come from a greater % of ai

[in_absentia]

I have been investing for years. Unfortunately I missed the opportunity to jump off at $200, I should have used the AI ​​hype.
They simply cannot deliver like NV. That has become clear over the years. No question, AMD is a good company, they deliver well. Intel has done well, but unfortunately the profit is only made in AI and not PC or data center CPUs.
The lag in software quality and support does the rest. Everything is hopeful, but it takes years to prevail. NV has simply beaten them so clearly, year after year.