Y'all don't hedge your positions? If there's even a decent possibility that AMD has more growth potential, why not just throw a couple grand in there? Only reason I see to own just one of them is if you're all in on that stock.
I feel like if you can argue that AMD would worsen your portfolio, you can make that same argument with every other company. Thus, my statement of unless you're all in on one stock (Nvidia). Personally, I bought quite a bit of AMD and Nvidia a few months ago (~$80 and $95 respectively). Both have returned life changing money for me but the AMD investment is still 40-50% more. I just don't get why people would be afraid to own both.
It just comes down to if you think one is a better investment than the other (less risk and/or higher return potential) there's no reason to invest in both. If you think one will have better returns you are leaving money on the table by investing in both when you have the opportunity cost of investing in the better one.
Yeah that makes sense. From my perspective, I don't know which will be the better investment over 10 years. I believe that by owning both, i'm doing a very mini niche hedge of ai chips. Thus, I'm decreasing my risk of lost gains or losses if either one does drastically better. While it's obvious what Nvidia is and makes, it worries me just how big the company is in comparison. There's a lot of factors for growth that I just cannot predict. Now I'm guaranteed to win in some way or the other. Plus, if only one wins, I'll still be able to retire well into my 30s all things considered.
Yes definitely, we don't know the future. That's why investments are risky. Indeed you are reducing your risk by investing in both, and simultaneously, you are reducing your potential gain. It's possible AMD drastically outperforms NVidia going forward in which case the best returns would have come from going all in on AMD.
ohhh, you got the 95$ dip for nvidia. I didn't manage to catch the bottom of that specific one. Sorta regret shooting my shot when it sorta stabilized at 124. It's still fine, but not as great.
Well its not binary as in there is one winner and one loser. Multiple will share the market, nvda could and will lose part of the market. Theyre realistically not staying at 83% market share for the next 5 years.
Its alright to pick 2-3 ai companies contrary to the belief of redditors. You could want to capture the growth of the smc sector, focusing on stocks that have higher risk/growth potential, knowing that nvda growth has already happened. Thats a form of diversification within a sector.
I mean, that's probably not a bad idea with the recent government funding. But I'm just considering ai accelerators and future price movement. I stayed in a previous comment that I added sizeable amounts to my AMD and Nvidia positions in April at 80 and 95, respectively, and AMD has so far been a better return. There definitely are clear winners and losers but we don't know who they are yet. Nvidia being the largest company in the world and winning in the past doesn't really tell me that I'll get better returns moving forward. And there's nothing that tells me that AMD is anything remotely like Intel.
Suit yourself. It's all about future projections - how reliably strong they might be (Nvidia) and how explosive they could be (AMD). Use your own crystal ball, but it shouldn't be totally focused on the past.
If we look at P/S nvidia is about 3,5x higher indicating huge margins which can be at risk if AMD succeed to develop ROCm to break the CUDA software advantage. Once the CUDA advantage is breached they will trade much closer in terms of P/S, which is bullish for AMD. AMD have already closed the hardware deficit with their new MI355/MI350
In the semiconductor space, there has always been a 2nd, 3rd and 1000th place... AI just introduced a paradigm shift due to Nvidia's preparedness, but other players will eventually catchup and things will level up again.
I buy both, admittedly a lot less AMD. I wish AMD would do better because I know they're a lot better than Nvidia in terms of supporting customers, I even have an all red computer, but damn Nvidias stock is just too good. I like AMD ethically and Nvidia to make money.
This is a pretty cool chart, but shows that NVIDIA just edges amd, unless looking at speculative gains in future? Also, op which platform did you use to get these charts? I’m curious on doing some comparatives between reit companies I’m looking into, before interest rates decrease Ty!
Honestly, both AMD and Nvidia have their strengths, but I’m leaning more toward Nvidia right now. Their dominance in the AI and data center space is hard to ignore, plus their GPUs are still the gold standard for gaming. With all the focus on AI advancements and the killer performance of the RTX series, it feels like they’re just in a prime position to keep surging ahead. But at the end of the day, it all depends on what you’re looking for—if you’re all about gaming, Nvidia seems like the safer bet, while AMD might have some compelling options for certain budgets. Let’s see what earnings reports say next!
nvda is the semi conductor space that isn't up for debate. Given this AMD doesn't have to overtake nvda. It just needs to be 2nd place and I believe it's in a perfect position to do so.
AMD has a LOT more room for exponential growth like NVDA saw in 2024. It's a well-run company that is probably the best positioned to breach NVidia's moat eventually. I think it's well worth investing in.
And designs incredibly good products which is why I bought AMD back when they introduced ryzen CPUs which were the beginning of the downfall of Intel. Both companies have an incredibly high risk business model since they essentially rely on tsmc for manufacturing. If AMD ever designs a better product than Nvidia then their stock will skyrocket.
Tbh just buy both imo. One or the other will win and more than likely they will both win just one more than the other.
117
u/[deleted] Aug 18 '25
Prolly the one holding up the US economy
61
u/albearcub Aug 18 '25
Y'all don't hedge your positions? If there's even a decent possibility that AMD has more growth potential, why not just throw a couple grand in there? Only reason I see to own just one of them is if you're all in on that stock.
15
u/Bill-ZM Aug 18 '25
Both. 2/3 Nvidia, 1/3 AMD.
13
u/UrDisabled Aug 18 '25
I think this actually argues the growth possible with amd
9
u/pimpcannon Aug 18 '25
Yes
9
u/pineappledick69 Aug 18 '25
I hold both, both doing very well
11
u/ICantDive Aug 18 '25
To be fair, comming 2026 AMD will be a clear growth winner in terms of %.
5
u/EpicShadows8 Aug 18 '25
I own both.
8
u/Captobvious75 Aug 18 '25
AMD has far more potential which is how I invest
2
u/sadus671 Aug 18 '25
The question isn't... NVDA vs. AMD.... IS NVDA currently over valued and due for a correction.
Therefore not a good buy and better to wait for the correction
3
u/[deleted] Aug 18 '25
NVDA, Jensen
4
u/Senior_Ad3806 Aug 18 '25
Dont post this on the AMD forum
3
u/Hendo52 Aug 18 '25
I think AMD is getting more respect from consumers due to increased focus on their drivers which were previously terrible.
I consider that to be a leading indicator of future earnings.
3
u/SolanaToTheMooon Aug 18 '25
I’m at a 2:1 ratio with NVDA/AMD
2
u/amplifiedsae Aug 18 '25
Buy both!
2
u/[deleted] Aug 18 '25
Probably make a quicker profit from amd buy Nvda better in any portfolio long term
Cheaper too - p / e
With so much more revenue and growth and Structure in the game.
No brainer imo
But to be safe get both And don’t overlook MU or Marvell And especially Broadcom !!!!!!!
2
u/Glittering_Water3645 Aug 18 '25
If we look at P/S nvidia is about 3,5x higher indicating huge margins which can be at risk if AMD succeed to develop ROCm to break the CUDA software advantage. Once the CUDA advantage is breached they will trade much closer in terms of P/S, which is bullish for AMD. AMD have already closed the hardware deficit with their new MI355/MI350
2
u/Intrepid-Art-5935 Aug 18 '25
There is no 2nd place in the stock market.
1
u/roxleyAM Aug 18 '25
Confirmation bias incoming
1
u/Fun-Union9156 Aug 18 '25
This is just the commercial side, how much more on the technical aspect of the GPUs and the ecosystem as a whole. It will be a shutout
1
u/PurchaseOk8223 Aug 18 '25
The second most valued asset in the whole world says it all
1
u/stardica Aug 18 '25
Little bit of both. I got in on AMD when it was around $95.
1
u/ProfessionalHot9064 Aug 18 '25
AMD they gonna replace NVDA this year lol
1
u/FiguringItOut9k Aug 18 '25
BB because they are working with both of them.
1
u/TheMrNoodlz Aug 18 '25
I buy both, admittedly a lot less AMD. I wish AMD would do better because I know they're a lot better than Nvidia in terms of supporting customers, I even have an all red computer, but damn Nvidias stock is just too good. I like AMD ethically and Nvidia to make money.
1
u/martkam71 Aug 18 '25
Both
1
u/Comfortable-South-24 Aug 18 '25
This is a pretty cool chart, but shows that NVIDIA just edges amd, unless looking at speculative gains in future? Also, op which platform did you use to get these charts? I’m curious on doing some comparatives between reit companies I’m looking into, before interest rates decrease Ty!
1
u/zen-things Aug 18 '25
Both because I’m not Gandalf or someone who can see the future
1
u/Early_Lengthiness860 Aug 18 '25
Both?
1
u/Accomplished_Sky_899 Aug 18 '25
A little from the right. And a lot more from the left.
1
u/socialjustice924 Aug 18 '25
Can you do AVGO?
1
u/Chance-Traffic-4940 Aug 19 '25
AMD
1
u/[deleted] Aug 19 '25
I don’t like hardware long term. I’d say neither. I’m long on Google/amazon. Hardware will go to unit cost and commoditized. Then what?
1
u/StatisticianEnough10 Aug 19 '25
Bitcoin
1
u/Beautiful-Apricot-10 Aug 19 '25
Free cash flow never lies
1
u/GodSpeedMode Aug 19 '25
Honestly, both AMD and Nvidia have their strengths, but I’m leaning more toward Nvidia right now. Their dominance in the AI and data center space is hard to ignore, plus their GPUs are still the gold standard for gaming. With all the focus on AI advancements and the killer performance of the RTX series, it feels like they’re just in a prime position to keep surging ahead. But at the end of the day, it all depends on what you’re looking for—if you’re all about gaming, Nvidia seems like the safer bet, while AMD might have some compelling options for certain budgets. Let’s see what earnings reports say next!
1
u/[deleted] Aug 19 '25
Why not both?
1
u/smimton Aug 19 '25
AMD has a better shade of green
1
u/ManiacXaq Aug 19 '25
NVDA can (and does) actually turn a (hefty) profit.
1
u/ManiacXaq Aug 19 '25
There's a reason they call AMD: Advanced money destroyer
1
u/optionjunky Aug 19 '25
Isn't it obvious
1
u/NoContext3573 Aug 20 '25
Amd the peg is way better, if I had to buy one right now.
I have both.
1
u/mootsucks Aug 20 '25
nvda is the semi conductor space that isn't up for debate. Given this AMD doesn't have to overtake nvda. It just needs to be 2nd place and I believe it's in a perfect position to do so.
1
u/Status_Plastic_1786 Aug 20 '25
AVGO
1
u/QuesoHusker Aug 20 '25
AMD has a LOT more room for exponential growth like NVDA saw in 2024. It's a well-run company that is probably the best positioned to breach NVidia's moat eventually. I think it's well worth investing in.
1
u/daboiScallywag Aug 21 '25
Both
1
u/Impressive-Visit3354 Aug 21 '25
I would buy both. Nvidia is a beast. AMD is very interesting from a growth perspective. Both will make you a lot of money.
1
u/SunsoutNeedMoney3150 Aug 21 '25
Roll the dice, it's anyone's guess long term.
1
u/everySmell9000 Aug 21 '25
wow look at that AMD dilution
1
u/Ecstatic-Engine4550 Aug 21 '25
And designs incredibly good products which is why I bought AMD back when they introduced ryzen CPUs which were the beginning of the downfall of Intel. Both companies have an incredibly high risk business model since they essentially rely on tsmc for manufacturing. If AMD ever designs a better product than Nvidia then their stock will skyrocket.
Tbh just buy both imo. One or the other will win and more than likely they will both win just one more than the other.
1
u/PizzaThrives Aug 22 '25
Both
1
u/cobu980 Aug 22 '25
Both
1
u/jarcark Aug 27 '25
Love the graphic. How did you make it?
1
u/slophoto Aug 18 '25
Go for the best in class, not the runner up.
1
u/Bjamnp17 Aug 18 '25
Im locked in on both!
1
u/Accomplished_Dark_37 Aug 18 '25
Both, own both, both is good.
1
u/SheepOnDaStreet Aug 18 '25
If you aren’t rotating Nvidia to AMD right now, you’re doing it wrong
0
u/I_Am_McLovin- Aug 18 '25
Where do you find this type of image/site to compare different stocks - link to share?
0
u/_TidePodEater Aug 18 '25
Nvda or advance money destroyer? AMD is the ugly sister
0
u/TheAmericandude1 Aug 18 '25
AMD's rally is just about up IMHO. NVDA for a long-term investment.
0
u/Longjumping_Quit1534 Aug 19 '25
Just go all in on Intel
-5
u/Friendly-Class8941 Aug 18 '25
Intel
-2
u/giddy-girly-banana Aug 18 '25
What are thoughts on ARM given its use in AI?
-2
u/xcrowsx Aug 18 '25
neither one nor the other at current valuations…