相比美光，他对英伟达更为乐观，并将其列为更高的买入机会：英伟达的竞争护城河更强，技术领先对手一到两步且难以复制，尽管美光近期的营收增长和利润率更好。他将NVDA列为当前最值得买入的股票之一。
逐段跳播
我频道里有一位成员问了一个很有意思的问题：为什么我相比 Micron 更看好 Nvidia？由于人工智能需求不断增长，两家公司在营收和营业盈利能力上都实现了大幅跃升，你甚至可以说 Micron 表现更好，而它确实如此。
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 .
如果看营收增长和营业利润率，你会发现 Micron 在最近几个季度的表现比 Nvidia 更好。
If you look at revenue growth and operating profit margins, you'll find that Micron has performed better in recent quarters compared to Nvidia.
不过，作为买入机会，我会把 Nvidia 排在 Micron 之上。所以，我对这两家公司都持乐观态度，但对 Nvidia 更乐观。
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.
这就是一个例子。我认为，而且大多数分析师也认为，Nvidia 相比 Micron 拥有更强的竞争优势。Nvidia 的技术比 Micron 拥有更深的护城河。
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.
所以，Micron 并不处于技术前沿；它不像 Nvidia 那样是所在行业的领导者，Nvidia 至少领先竞争对手一步。
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 .
我坚持认为它领先竞争对手两步。其他人很难复制 Nvidia 为其云服务提供商合作伙伴以及那些试图构建人工智能的其他公司所提供的东西。
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.
出于这个原因，我对 Nvidia 比对 Micron 更乐观。
For this reason, I am more optimistic about Nvidia than about Micron.
而这正是我所预料的。再说一次，这也是我不把 Micron 排在 Nvidia 以及我比 Micron 更看好的其他一些公司之上的原因之一。
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.
但我会关注这些类别中名气较小的公司，包括 Micron，甚至台湾积体电路制造公司，而 Nvidia 在这里仍然是一个极佳的选择。我仍然把它评为你现在能买到的最好的股票之一。
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 .
这个频道对 $NVDA 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 17 条判断，这里只列相邻的几条。