He is more optimistic about Nvidia than Micron and ranks it higher as a buying opportunity: Nvidia's competitive moat is stronger, its technology one to two steps ahead of rivals and hard to replicate, though Micron's recent revenue growth and margins were better. He rates NVDA among the best stocks to buy now.

There was an interesting question from one of my channel members asking me, you know, why am I more optimistic about Nvidia compared to Micron? They are similarly achieving significant leaps in revenue and operating profitability as a result of the increasing demand for artificial intelligence , and you could argue that Micron is doing better, and indeed it is .

If you look at revenue growth and operating profit margins, you'll find that Micron has performed better in recent quarters compared to Nvidia.

However, I would rank Nvidia higher as a buying opportunity compared to Micron. So, I'm optimistic about both companies, but more so about Nvidia.

This is an example of why. I feel , and most analysts feel, that Nvidia has a stronger competitive advantage compared to Micron. Nvidia's technology has a stronger defensive trench than Micron's.

So, Micron, as you know, is not at the forefront of technology; it is not a leader in its industry in the way that Nvidia is a leader in its industry, where it is at least one step ahead of the competition .

I maintain that it is two steps ahead of the competition . It will be difficult for anyone to replicate what Nvidia offers its cloud service provider partners and other companies trying to build artificial intelligence.

For this reason, I am more optimistic about Nvidia than about Micron.

And I was expecting that . Again, this is one of the reasons why I do n't rank Micron higher than Nvidia and some other companies that I'm more optimistic about than Micron.

But I will focus on the less prestigious names in these categories, including Micron, and even Taiwan Semiconductor Manufacturing Company, while Nvidia remains an excellent choice here.

I still rate it as one of the best stocks you can buy right now .