Nvidia and Advanced Micro Devices (AMD) are two of the best-performing tech companies on the US stock market this year. Year-to-date, AMD is up over 37%, while Nvidia is up just over 34%. While AMD is outperforming this year, NVDA stock remains the dominant play in terms of growth for early investors. Indeed, in the last 10 years, NVDA is up over 30,000%.

Indeed, a $1,000 investment in 2015 would be worth $349,960 today, according to Yahoo Finance data. The same $1,000 in Advanced Micro Devices (AMD) stock would’ve yielded $96,190, a solid return but nowhere near the former. Thus, analysts are hoping that with the recent AI boom, AMD could follow that +30,000% trajectory over the next 10 years. A steep ask, could AMD rally as such by 2025 to $50,000?

AMD has gained market share and positioned itself as a rival in GPUs. Despite strong execution in traditional computing, AMD’s stock upside is likely “capped” given its more limited share in AI, Goldman Sachs analyst James Schneider wrote in a recent note. Like most analysts, he favors Nvidia as the stock option with the most growth potential. Similarly, Wedbush analyst Matt Bryson says that Nvidia and Broadcom, whose stock has jumped nearly 3,500% in the past 10 years, have the clearest path to continued growth.”Nvidia is going to remain the share leader in AI for the next three to five years partly due to the moat they’ve created,” he said. “I think Broadcom is going to remain the key provider in basics.”

Also Read: Nvidia Q2 Earnings Report Tomorrow: Buy at $179, Sell $200, $210, $230

AMD’s latest earnings report revealed impressive top-line performance, but it was undermined by profitability challenges. Revenue surged to a record $7.7 billion – driven by strong EPYC and Ryzen processor sales across cloud and enterprise markets. However, earnings per share declined to $0.48 from $0.69 last year. This happened largely due to an $800 million inventory write-down, and it was related to export controls affecting Chinese AI chip sales. This charge reduced gross margin to 43% from 53% a year ago, and investors focused on this. Despite that, analysts still appear bullish that AMD stock will climb, although an Nvidia-like surge is up for debate.

AMD is trading near the top of its 52-week range and above its 200-day simple moving average. Analysts at CNN rate AMD as a 9/10 stock investment option, with none of their projections involving selling shares. Out of 55 surveyed by the platform, 71% suggest to buy AMD stock, while the remaining 29% suggest to hold. CNN’s high forecast for the stock in the next 12 months is a 38% climb to $230.

Nvidia and Advanced Micro Devices (AMD) are two of the best-performing tech companies on the US stock market this year. Year-to-date, AMD is up over 37%, while Nvidia is up just over 34%. While AMD is outperforming this year, NVDA stock remains the dominant play in terms of growth for early investors. Indeed, in the last 10 years, NVDA is up over 30,000%.

Indeed, a $1,000 investment in 2015 would be worth $349,960 today, according to Yahoo Finance data. The same $1,000 in Advanced Micro Devices (AMD) stock would’ve yielded $96,190, a solid return but nowhere near the former. Thus, analysts are hoping that with the recent AI boom, AMD could follow that +30,000% trajectory over the next 10 years. A steep ask, could AMD rally as such by 2025 to $50,000?

AMD has gained market share and positioned itself as a rival in GPUs. Despite strong execution in traditional computing, AMD’s stock upside is likely “capped” given its more limited share in AI, Goldman Sachs analyst James Schneider wrote in a recent note. Like most analysts, he favors Nvidia as the stock option with the most growth potential. Similarly, Wedbush analyst Matt Bryson says that Nvidia and Broadcom, whose stock has jumped nearly 3,500% in the past 10 years, have the clearest path to continued growth.”Nvidia is going to remain the share leader in AI for the next three to five years partly due to the moat they’ve created,” he said. “I think Broadcom is going to remain the key provider in basics.”

Also Read: Nvidia Q2 Earnings Report Tomorrow: Buy at $179, Sell $200, $210, $230

AMD’s latest earnings report revealed impressive top-line performance, but it was undermined by profitability challenges. Revenue surged to a record $7.7 billion – driven by strong EPYC and Ryzen processor sales across cloud and enterprise markets. However, earnings per share declined to $0.48 from $0.69 last year. This happened largely due to an $800 million inventory write-down, and it was related to export controls affecting Chinese AI chip sales. This charge reduced gross margin to 43% from 53% a year ago, and investors focused on this. Despite that, analysts still appear bullish that AMD stock will climb, although an Nvidia-like surge is up for debate.

AMD is trading near the top of its 52-week range and above its 200-day simple moving average. Analysts at CNN rate AMD as a 9/10 stock investment option, with none of their projections involving selling shares. Out of 55 surveyed by the platform, 71% suggest to buy AMD stock, while the remaining 29% suggest to hold. CNN’s high forecast for the stock in the next 12 months is a 38% climb to $230.