I would still prefer to hold NVDA over AMD for the long term. AMD's recent rally is encouraging, especially with Google'…
I would still prefer to hold NVDA over AMD for the long term. AMD's recent rally is encouraging, especially with Google's adoption of its processors, but I believe Nvidia still has a strong competitive advantage in AI GPUs, software and its ecosystem. Jensen Huang's investigation may create short-term uncertainty, but I would not let headlines alone change my long-term investment thesis. Fundamentals and execution matter more.
I also see the broader semiconductor rebound as an opportunity, but I am not rushing to chase the rally. With Sea, CoreWeave and SMIC results coming up, I would rather assess earnings quality, cash flow and forward guidance before making further moves. My strategy remains to accumulate quality stocks gradually on meaningful pullbacks rather than chase short-term momentum.
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