AMD has performed well this year with triple-digit growth, but its valuation is becoming stretched.
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Nvidia's Valuation Looks Compelling
Jul 29, 2026
The creator discusses Nvidia's valuation, noting its current high market cap but attractive forward P/E ratio, and acknowledges its leading position in the chip market. They also compare it to AMD, which has seen better recent performance but is now considered to have a stretched valuation.
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Nvidia has an amazing valuation and is the number one player in chips, despite recent market trends.
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