I see many people comparing $AMD and $NVDA To me it’s clear Nividia is the better choice • Cheaper valuation on growth: NVDA trades at ~20x forward P/E vs. AMD’s ~29x • Nvidia’s revenue growth +70% YoY in comparison to AMDs +34% YoY • AI moat: Nvidia owns 85% of the data center/AI GPU market. CUDA software ecosystem locks in developers and hyperscalers however AMD’s ROCm is improving BUT still years behind








