Nvidia vs. AMD vs. Intel: Which is the best chip stock to own?

00:06 Host

It has been AI overload this week for investors from OpenAI reportedly nearing an IPO filing to SpaceX casually disclosing in its IPO that uh Anthropic pays it $1.25 billion monthly for AI compute. The news flow has been supportive of more enthusiasm on tech stocks. But the reality is that Nvidia’s midweek earnings were the AI star of the week. The earnings delivered and so did the guidance. The report made me think, again, which is the best chip stock to own. You have still Nvidia rocking and now doling out a fatter dividend. AMD is growing rapidly in the number two position and suddenly, Intel has one of the hottest stocks in the market after being left completely for dead in 2025. Government backing sure has its perks. Stay with me, Lee Munson and Inez for Jared Blikre. Uh, Lee, your choice.

00:57 Lee Munson

Uh it’s got to be Nvidia. Bottom line, they’ve got the whole stack. They’ve got Kuda, they’ve got the chips, they’ve got the entire ecosystem. Uh you know, it also has a forward multiple in the 20s. I think AMD is is your second play. I think CEO Lisa Su, she’s basically offering hyperscalers a negotiating weapon against the dominance of Nvidia. And so I think if you’re going to have a secondary name, my son who’s 14 today, Happy birthday Weston, has been long and not wrong all all basically year in Nvidia up almost 100% or excuse me, AMD almost up 100%. I think Intel, I see the pop. I think it’s amazing that Intel finally got…