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AMD stock vs NVIDIA stock. There's only one reason investors are interested in how these two companies compare. It's because they're hoping AMD stock takes off at the same trajectory as NVDA stock. As long-time investors in $NVDA, we want to see what competitive threat AMD proposes. The answer is, not much. What we did learn when comparing these two companies is that NVIDIA sits in its own world with an inflated stock price that's tripled in six months. That means any AMD stock analysis needs to detach itself from NVIDIA and judge the company on its own merits. AMD doesn't appear overvalued, though we question the "purity" of their data center segment when it comes to GPUs AI hardware exposure. Maybe their acquisition of Xilinx's FPGAs might help them steal market share from NVIDIA which claims upwards of 80% of the AI hardware GPU market.

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