Rotating out of $NVDA into $AMD
NVDA's had its run. AMD looking undervalued here with data center momentum picking up. Supply chain improvements + MI300 ramp = potential rerating.
Not financial advice but the risk/reward is getting spicy on AMD while NVDA sits at nosebleed multiples.
NVDA's had its run. AMD looking undervalued here with data center momentum picking up. Supply chain improvements + MI300 ramp = potential rerating.
Not financial advice but the risk/reward is getting spicy on AMD while NVDA sits at nosebleed multiples.