NVIDIA, China and AMD
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Nvidia's GeForce RTX 5060 is a compelling, competitive GPU for 1080p and light 1440p play. The only caveat: Our overclocked Asus test model doesn't quite top AMD's slightly pricier 16GB Radeon RX 9060 XT for gaming.
At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while AMD has lower margins & legacy businesses holding it back. AMD's valuation assumes victory,
Even though it's based in California, AMD has had a presence in Austin since 1979 — and its current CEO lives here.
Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.
Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to be suffering from another hurdle.
AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidias dominance in AI hardware. Backed by HSBCs upgrade and a price target boost to $200, AMD is finally stepping out of Nvidias shadow.
Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.