$AMD forward P/E has jumped from 27x to 60x since the beginning of the year.
$NVDA forward P/E has shrunk from 26x to 20x in the same period.
Analysts expect $NVDA to deliver 45% annual growth by 2028 vs 43% of $AMD.
Time for a rotation?
Be generous and share freely with everyone. Be honest with your true feelings. Be hopeful and brighten every dark day. Respect is earned, not given freely.