---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000979489.md"
description: "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."
datetime: "2026-11-10T10:09:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000979489.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000979489.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000979489.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I would still prefer to hold NVDA over AMD for the…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**