“NVIDIA Made Me Rich. I'm Buying This Stock Next.”
AMD has strong fundamentals and long-term potential, but is currently overvalued relative to peers due to priced-in growth and dilution risks; not the best buy today compared to Micron.
If you had invested $10,000 in AMD stock just one year ago, you would have over $35,000 today. The stock of both companies has skyrocketed because they both manufacture chips that artificial intelligence data centers cannot afford to produce .
So, let me explain why I chose Micron over AMD over the past few years , and what I think of both stocks today. Why did artificial intelligence and proxies cause the stocks of both companies to rise, and what made me choose Micron over AMD years ago and stick with it to this day?