Nvidia Currently Has a Huge Lead on AMD.
$NVIDIA(NVDA.US$ Nvidia is the only out of the three that has yet to report earnings. The wait is almost over as earnings are scheduled for Wednesday, May 25 after the market closes.At the moment of recording, 29 out of the top 30 best-selling desktop graphics cards belong to Nvidia.
$Advanced Micro Devices(AMD.US$ AMD recently announced a fantastic earnings quarter with double-digit growth in all of its markets. CEO Lisa Su mentioned that this is the third straight quarter of over 100% revenue growth for its server processors.
$Intel(INTC.US$ Intel has recently acquired Siru Innovations, a company with decades of experience in the graphics market. The acquisition will accelerate Intel's push into the discrete graphics market. Intel's consumer graphics cards are expected to hit shelves later this year, but this market has heavy competition from Nvidia and AMD.
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b34r : Nvidia's current P/E is 48, AMD is lower at 35. Nvidia share price has already priced in (some of) the lead. i wouldn't say it's that clear cut which of the two is a better buy.
Vested in both. Waiting for cheap Intel entry point.
Talklili : I was super bearish from 230$ and everybody here laughed. Now I'm super bullish at 169$. We go at least 10% up from here, minimum.
cindy Tang Talklili: Love your sharing