By Unknown
Publication Date: 2026-09-29 15:01:00
Key Points
AMD recently joined Nvidia, Broadcom, Taiwan Semi, Samsung, and Micron as the latest AI chip stock to reach a $1 trillion market cap.
AMD’s revenue and profit growth relative to its valuation show that the stock is priced to perfection.
Nvidia’s valuation multiples look positioned for meaningful expansion as the company ramps its Vera Rubin CPU push.
As of the closing bell on Sept. 25, Advanced Micro Devices(NASDAQ: AMD) finished the week reaching a historic milestone: the semiconductor company punched its ticket to the $1 trillion club. AMD stock has rallied 195% this year while its rival, Nvidia(NASDAQ: NVDA), has gained closer to 20%.
The disparity between these share price gains feels backwards. Nvidia is bigger than AMD, and it is growing faster. This gap presents an interesting argument right now: is the market overpaying for AMD because it suddenly has a cleaner story, or has AMD’s stock price gotten ahead of the company’s earnings? Let’s dig in and find out.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: The Motley Fool.
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