By Yahoo Finance Video
Publication Date: 2026-02-06 12:00:00
00:00 Speaker A
You got buys here on AMD and Nividia, but if I pushed you, Cody, would you say, listen, one of these is more of a buy. It’s a strong buy.
00:15 Cody
Yeah, I think uh the the rate of change with AMD is higher than what we’ll see with Nvidia. Uh Nvidia is fending off competitors like AMD and uh the A6 from Broadcom, whereas AMD is really coming up from a minimal market share. I see AMD uh and their competition in against Nvidia very similar to what I saw with uh their competition against Intel a decade ago where they came from nearly zero market share in the server industry to today where they’re nearly half of that business. Now they uh benefited from Intel’s mistakes and I don’t expect them to get the same hand up from Nvidia that they saw from Intel. Uh but I do expect AMD to be the share gainer in the space and therefore its rate of change is uh it it will be more significant than Nvidia’s.
