Nvidia Has the AI Hype. AMD Has the Valuation. I’d Buy This Stock.

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AMD surged 143% YTD versus NVDA's 20%, with 33 EPS upgrades in 30 days signaling markets are already pricing AMD's Data Center catch-up.

Anthropic locked in 2 gigawatts of AMD's MI450 GPUs, anchoring Lisa Su's forecast for data center revenue to more than double in 2027.

Despite NVDA's superior 60% operating margins, the author favors AMD as the more asymmetric bet while Helios ships and 2027 estimates keep rising.

Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.