Good question, Joel! Personally, based on my risk profile and investment style, I lean more toward AMD over Nvidia. I’m more optimistic about AMD’s growth potential because it’s a smaller company, which gives it more room to scale over the next five years. That said, I completely understand why some investors prefer Nvidia, it’s the clear leader in the space.
At the end of the day, it really comes down to your risk tolerance. I also believe AMD has the potential to be competitive in the AI inference space and could make things challenging for Nvidia in the long run.
Thanks for this super in-depth report. Question - prices being equal, would you choose AMD over NVIDIA, and why or why not. Thanks for any feedback.
Good question, Joel! Personally, based on my risk profile and investment style, I lean more toward AMD over Nvidia. I’m more optimistic about AMD’s growth potential because it’s a smaller company, which gives it more room to scale over the next five years. That said, I completely understand why some investors prefer Nvidia, it’s the clear leader in the space.
At the end of the day, it really comes down to your risk tolerance. I also believe AMD has the potential to be competitive in the AI inference space and could make things challenging for Nvidia in the long run.
Thank you Felix!
No, thank you for your question!
I also find Joel’s question above interesting.