Intel vs Nvidia

[Gymrat76]

Thinking of going in - yes I know, both at all time highs now but I’m a Long term investor and I see promise in both companies playing a big part in future computing, autonomous vehicle technology etc.

Would you advise waiting a bit post-earnings before investing, and if you were to invest, which one would get more capital and why?

 

[Shiny Things]

Thinking of going in - yes I know, both at all time highs now but I’m a Long term investor and I see promise in both companies playing a big part in future computing, autonomous vehicle technology etc.

Would you advise waiting a bit post-earnings before investing, and if you were to invest, which one would get more capital and why?

I'd be a bit cautious on NVDA specifically. There's a lot of growth already priced into that name—it's trading something like 60x earnings, so it's going to need to grow its earnings by a lot, tripling them or more in the next couple of years, to grow into its valuation.

 

[Gymrat76]

NVDA corrected a bit today but seems intent on the upward climb. Intel has remained almost flat following the earnings that gave it the10+% jump. Both at 52-week highs, both show potential. Tough choice haha

 

[sg_investor]

They both makes interesting products for computer engineering. All robotics products will need their products.
With demand we shall buy.

 

[Gymrat76]

They both makes interesting products for computer engineering. All robotics products will need their products.
With demand we shall buy.

Picked up some Intel at $45. Let’s see how it goes. Just trying to diversify my portfolio a little

 

[Maeda_Toshiie]

I'd be a bit cautious on NVDA specifically. There's a lot of growth already priced into that name—it's trading something like 60x earnings, so it's going to need to grow its earnings by a lot, tripling them or more in the next couple of years, to grow into its valuation.

AMD is getting walloped in the GPU market thanks to the less than stellar Vega architecture, so it is advantage to Nvidia. However, I think Nvidia is getting carried by the demand for GPU due to crypto mining. This on the other hand has its risks.

They both makes interesting products for computer engineering. All robotics products will need their products.
With demand we shall buy.

Nope. Automation needs neither GPU nor x86 chips. Those primarily belong to consumer and certain business / scientific markets.

Intel is a 800 pound gorilla but one with challenges. Intel's cashcow is Xeon and the (big) x86 market dominated by Xeon faces continuing challenges from a not-quite-dead AMD and ARM. The former directly compete in the x86 server space and the latter seeks to replace x86 (granted, it is difficult). Intel's lead in lithography is eroded by TSMC and Samsung.