Nvidia Versus AMD. The Better Buy?

[@peterstewart7004]

But Adam, I think you’re being unfair to AMD. When showing the charts of both companies on StockOracle, you pointed out how NVIDIA performed well in 2024, but you only showed AMD’s performance up to 2023. Both companies dipped significantly in 2023, yet for NVDA, you included its recovery in 2024, while AMD’s chart stops at 2023. That’s not a fair comparison-it’s not apples to apples. Shouldn’t both companies include data up to 2024, which was a strong year for both? Or am I missing something here?

[@jirojiro1029]

2024 has not been a “strong” year for AMD

[@jawndice]

@@jirojiro1029 How is it not? Last AMD earnings: (USD) Sep 2024 Y/Y Revenue 6.82B 17.57% Net income 771M 157.86% Diluted EPS 0.47 161.11% Net profit margin 11.31% 119.19%

[@Martin-gh8uq]

absolutely this seems to be biased towards NVIDIA few other things that he missed; Xlilinx acquisition which has impact on current p/e. If you compare forward p/e in fact AMD is cheaper with 25 Vs 31! Also the moat has been bised all the things that he is praising NVIDIA for will apply to AMD soon as they are going to have competitive solutions to NVIDIA. Let's face facts; all the big players in AI and Data Centers will eventually start diversification and the ONLY company who may challenge NVIDIA is AMD! BTW - I've make money on both and both are good addition to long term portfolio.

[@charanbirrekhi9077]

I used to be like you, questioning everything. Stop doubting him, just buy what he is buying, you will do great!

[@cf6096]

Literally shown in the first 2 minutes of the video

[@Zizook]

AMD for me, there is an opportunity I believe no one see in it

[@EhFishing]

I am buying both at these prices because AI is still early. I have Tesla, google, Amazon. I believe in CEO of the year, Lisa Su.

[@SuSu-jg7og]

Lisa Su wipes 30% my account today 😢

[@The_Giorgio]

your are good for teasing your new service ;-)

[@River313]

I'm going in heavy AMD

[@nftnoob1075]

NVDA rules. The numerical facts in this video demonstrated it. The stockoracle thing is a wonder.

[@tehh329]

Buy AMD

[@matteobergamini2119]

Hey Adam, a video about Palantir d be amazing

[@BCsama]

For NVIDIA (gurufocus): Beneish M-Score : Possible manipulator Beneish M-Score -1.07 higher than -1.78, which implies that the company might have manipulated its financial results.

[@MarcS777]

looking forward to the StockOracle, hope it will not be expensive for the paid version. Thanks

[@bennylam8683]

thank you so much for sharing the algorithm of your analysis, and I like it very much. I learn so much from you, and you are a such an excellent teacher.

[@ashishpatil101]

Can you do a video in Healthcare stocks as well .. UNH ELV and so on

[@赤ちゃんジェー]

Just picked up some UNH at $480, wish me luck! 🙂

[@v3nmsnake]

why's the stock going down sunddenly ?

[@MrLeonHuang1843]

Good value already. But a bit hesitant to catch the falling knife. Will buy if see the trend reverses.

[@Truongpro1997]

ありがとうございます

[@MoeTheAbnormal]

I did the same thing before market close today

[@赤ちゃんジェー]

@@v3nmsnake Because the CEO got assassinated.

[@TH.666]

So basically, we shouldn't buy both, as one is correctly priced, and one is severely overvalued. Price will only go down from here. Is this what you're saying?

[@piranhaprophet4349]

can enlighten about broadcom vs nvidia? does broadcom threaten the moat of nvidia?

[@nbkw48]

Broad com does custom XPUs. Nvidia does standard (mainstream) GPUs. Different use cases and both are used in different applications. They don't overlap that much.

[@allysing1139]

NVDA market cap is 3.2 trillion, AMD market cap is 200 billion. NVDA market cap is 16x AMDs. But is NVDAs revenue 16x AMDs revenue? No it isnt.... If NVDA is not overvalued then AMD is certainly not overvalued..... AMD is extremely undervalued in my opinion...

[@pavelsokov]

I have been buying AMD personally.

[@jasoneyes01]

Thank you Adam for your generosity and new product!

[@clarencechan835]

Hey, Adam Stock Oracle looks promising! Looking forward to see the final product

[@AaronTilt]

I currently have about $120k invested in PLTR and I'm looking for additional stocks to diversify across different markets. My goal is to create a well-balanced portfolio that mitigates risk while achieving returns that keep pace with yearly inflation.

[@NancyFranciss]

Alright, I’ve finally saved up $187k in my emergency fund and I’m ready to dive into investing-cue the confetti! But Nvidia vs. AMD? Tough call. On one hand, Nvidia’s AI game is strong; on the other, AMD’s innovation keeps it spicy. Can one of these just shout, 'Pick me!' and make my life easier? Anyway, who’s got some insight for a newbie with champagne dreams and a water budget?"

[@ryanng23]

I do not have NVDA in my portfolio yet. Has already started selling put on NVDA few days ago.

[@marcobormann67]

How about Palantir? It must be very overvalued. Did you sell it?

[@mikeb5030]

Very OV

[@monkeyking5899]

Congratulations Adam! Stockoracle is amazing! All the your VMI analysis are beautifully presented, When can we use it?

[@KenjiEspresso]

I own both but still see NVDA putting up better numbers in 2025 for stock market return. There is a chance Wall Street changes their mind though.

[@curtflirt2]

I think AMD is on its way down further, and I mean down to 105 a share sooner than later

[@jonker6969]

How about broadcom?

[@lautuckwai4465]

Overprice

[@allopez9898]

Thank You, Mr.khoo

[@dannysanders4327]

Thanks, Adam, for addressing the chips today...this has been a big question of mine.

[@cls7271]

The Stock Oracle, wow!

[@MaureenTan-o6p]

Thank you Adam, appreciate

[@WealthyChronicle]

Could AMD’s slower growth be a hidden gem in the long run?

[@MichaelBarbalace-u2j]

Hi Adam what’s the book called about the 50 moving average crossing the 150 moving average on the S&P 500. I remember you mentioning the name but cannot find the video. Thanks

[@hm8298]

Thanks for another great vdo A better comparison would have been nvda vs avgo Can you? Thanks so much

[@patriciapeever9560]

THANKYOU...FOR GUIDING ME..

[@surprizesurprize...1515]

thank you! Very useful info...

[@binglopez4919]

Thank you. Much appreciated

[@fionac4327]

Thank you Teacher Khoo.

[@seonghyonim6131]

Amd is still in the right business for the right time. The metrics look horrible from 2022-2024 but last earnings is signaling the growth could be exploding with improved metrics. And lets face it nvda puts out revenue growth for 30-50% coming quarters stock gonna tank vs if amd posts 30-50% it wont. And amd still ha room to surprise vs it will be difficult for nvda to shock anyone with their quarterly results now (set the bar too high already lol).

[@imyahmed999]

Congratulations on Stock oracle. It looks fantastic.

[@MarianBoricean]

Looking forward for StockIracle

[@syedhussain980]

Very helpful Vedio’s. Please may I know how to download intrinsic value calculator

[@hm8298]

Stock oracle looks amazing 🤩 When can we start using it? Thanks

[@mariob.3232]

How do I get access to those charts? do I need to be a member or official registered student? :)

[@minoltamind1909]

Adam you are absolutely extraordinary investor. ❤❤❤ you

[@lsyiat]

Sir, what is intrinsic value of Lockheed Martin? It has been dropped a lot recently

[@kurnaz24]

Thank you Adam, amazing info as always!

[@Kk-mh7jy]

Can you please calculate Tesla intrinsic value?

[@AniWalt]

Honestly, I prefer NVIDIA because they are well-positioned to sustain long-term growth and provide a solid platform for other AI companies. I’d love to hear your thoughts on SOFI, AMZN, and TSLA. I have $211k available to explore opportunities.

[@AlanSmith88888]

How do you access this stock oracle thing

[@jeremyqingzhe6028]

May I find out if it is a paid subscription for the stock oracle service and what is the pricing plan

[@moiself78]

How about GEV?

[@seonglingchay3670]

Thank you Adam.👍

[@RicThai63]

yes, but NVDA seems to be having a significant retracement. Would it not be better to buy it?

[@bojankojic108]

im selling nvda and buying ionq. better reward for short term.

[@Ahmad-nc2eb]

Thank you

[@lordbluefire6335]

achr best upcoming stock lets go

[@ckchong8858]

Stockoracle is so cool. Power of AI in finance/investment!

[@jayfinance24]

Love your insight!! 😊

[@msdinba]

Would any of you sell the higher costing shares of NVDA I have ($150) or just wait for the stock to dip low (buy more) then go back up past $150?

[@yangmumingsg]

This oracle tool is a gamechanger!

[@yinghe9943]

Good Analysis!

[@mikeb5030]

2-3 years from, I see AMD at around 300-400

[@vp1-r8o]

Thanks for this one, any opinion regarding the recent 3M-10Y curve uninversion?

[@qalim35]

Hi Adam, What is your thoughts on NVDA in 2025 US triff, will effect Taiwan"s products especially on NVDA ?

[@qalim35]

?

[@kushineuro]

Nice Explanation from the whale Investor.

[@skylounge]

You mean, which one to short.

[@东东-j1b]

UNH dropped more bcoz of Trump going to remove PBMs blaming them for higher drugs price. Wld u like to do a video on how it wld impact UNH,CVS and Cigna?

[@azmysouweha2093]

the pbms will bribe him and he won't do it

[@FifaLegend88]

Dear Adam, how can i download your value finder sheet ?

[@walterp.1149]

How much is stock oracle’s paid version?

[@archetype1987]

I still bought more $AMD this week at $127.49.

[@RobinhoodLegend]

Will this website be free to use? 11:38 Looks great, Adam!

[@S.A.1]

😂 Free!.

[@frankiesee6700]

Hoping to buy Nvidia at 100-105 range.

[@anatoly8018]

Adam, AMD is much more diversified.

[@3dartify]

How to get stock oracle?

[@nadavavnon8562]

Its not buy amd because it underperformed Its because it just entered high growth cycle People just bought it in hype where it just starting to show recovery and growth rn .. whoever doesn’t see this clearly didn’t read their books and guidance and did not listen to lisa’s remarks

[@remanq5379]

AMD better to compare with Intel because they both in the same business. NVDA is a bit different. AMD has quite good CPUs. There is uppside 20-30% but wouldnt invest. ASML looks better IMO. Thining about call for ASML or 2027

[@fortunateone2712]

ASML has lost its advantege due to China ban.

[@Lalalalalelo]

obviously tsla

[@tjadd5454]

I hope this your stock oracle site wont be very expensive to use....😢

[@Victor.Varian]

could you help analyze SE stock?

[@JuicyJohnnyD]

You want more views Adam? Do an analysis for PLTR and TSLA.... we need some Meme stocks in the mix.

[@shaunjames2221]

I actually prefer google if cpus can reduce the demand for gpus

[@087RR]

As always, excellent analysis 🙏🏻

[@ahmadbasyir418]

Bro only using statistics to evaluate AMD. You need to account first principles too. Using a 35%,15% range of FCF growth for AMD is ludicrous. Problem with DCF valuation it doesn't include the fact that AMD are new entrant to the AI market. They are building their own ecosystem (see ROCm vs CUDA) and is a huge relief to customers as an alternative to the hyper pricey upcoming Blackwell. Nvidia stock price is surely to grow to at least 3-5x by 2030 due to demand (especially) from the hyperscalers since the next 2 years decides who wins the AI race. But at the same time hyperscalers scalping for Nvidia chips will cause most of the sub trillion capped companies to be forced to look for more affordable alternatives (i.e MIxxxx chips by AMD). Lisa Su notice this gap and this market will be a major one for them to grab from Nvidia. The question left would be the adoption rate of ROCm ecosystem. As Nvidia CUDA is already the industrial standard (circa 20 years), AMD will have to speed up in building the tools for the developer community to enable faster adoption of the ecosystem. In conclusion, the AI market is currently expected to grow circa 10x by 2030. Nvidia would not be able to service the entire value chain (scaling up takes time) leaving market share for AMD.

[@quade12x83]

So you think AMD will 5x-10x by 2030?

[@rahas5493]

Send intrinsic value calculator excel

[@p_sg3449]

Don't see Nvidia going down to 115-120 any time soon. More likely to go up again.

[@lowlyworm9719]

StockOracle looks excellent! Congratulations Adam and team for devising a first class website 👏👏👏

[@efg5700]

i can't find this site. can you please bring us a link to this site ? thank you

[@surprizesurprize...1515]

no way fair value for amd its this low!!!! in my opinion for 30% growth rate in eps....my fair value is around 145$

[@AdamKhoo]

Denial is always the first stage of grief

[@surprizesurprize...1515]

@@AdamKhoo well said, but its not the case here:))

[@SillytanN]

@@surprizesurprize...1515 we will see in 2 months 🤭

[@boiwand3r]

​@@AdamKhoo5 years ago, when I brought AMD at 29, my fair target value was 200. Which WAS achieved this year. My new target value is 500 by 2030. Yes NVDA is also a great company and a trendsetter for the industry. And If I had more money back then, I would have brought NVDA too(Split adjusted to today it would be $4 at the time, but on that day it was $170 pre split) . But at that time, nobody got excited about NVDA while people were gushing over AMD's progress in the stagnant CPU space resulting due to Intel's laziness. The best thing people saw happen to NVDA was the mass GPU shortage due to crypto in 2017. Again, numbers don't even tell half the story. Products, adoption and trends do.

[@Stockpickervalueoriented]

Hardware is a tough one for me

[@longmai9343]

Amd is a growth stock not a value stock.

[@xaviercanal1513]

Nvidia for Gross Margin and ROE obviously

[@dennisyin2844]

Flush out the weak hands. NVDA should getting attention again when Jensen speaks on 6 Jan on CES 2025.

[@shinstory9876]

UNH is better

[@hengruiyan]

Talk about Uber pls

[@jirojiro1029]

IMO NVDA is obviously the better company but not a better deal at this point in time. AMD has a lot of potential for market cap expansion and could be a steal deal right now, or at around $100 The market cap of NVDA is like 10-15x of AMD But revenue is only 5x (with twice the growth). So at best NVDA stock is similar in value to AMD, and you haven’t consider AMD growth could accelerate and NVDA could decelerate

[@PrateekPremium1809]

NVDA will decelerate? lol ok

[@Nellyson5000]

Its in the video, even using an optimistic growth rate. AMD is still over priced, Using DCF. And the decelerating of nvidia is also added as well. If you are optimistic on AMD, thats fine you still want to buy it at a good price. Even with an aggressive growth rate like you’re saying $126 could only be a fair price not even underpriced.

[@elginlow]

Thanks Adam, super informative as usual!

[@kraz007]

Waiting for Adam's Oracle 😂

[@sgboon]

Sofi

[@jpvanessche3185]

AMD up 5% today

[@TalbotSlade]

About three months ago you said nvda value was 94 to 122. What changed?

[@skylounge]

Both suck at their current prices.