Nvidia Doubled; AMD Upgrades to $200: Is $200 Breakout Possible?

BofA raises AMD stock price target to $200 on AI shipment potential With big tech companies are set to release earnings in the coming weeks, will they increase capex? With AMD strong momentum and Nvidia's fundamental, who will hit $200 first?

avatarAN88
07-28 21:15
NVIDIA better as he came fr AMD 
avatarBarcode
07-28 19:12
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🔥🤖📈 Nvidia vs AMD: The $200 Showdown Is On, Who Breaks First? 📈🤖🔥 🎯 Executive Summary I’m convinced this isn’t just a price race. It’s a spotlight on which chipmaker dominates the AI era. Nvidia ($NVDA) and AMD ($AMD) are now neck and neck in price: $175.86 and $172.94 respectively, but diverge sharply in fundamentals. The spark? Alphabet’s $10B capex plan, a bullish signal for hyperscaler-aligned players like Nvidia. With Big Tech earnings about to drop, and both names perched at fresh highs, the question isn’t if we hit $200, it’s who gets there first. Nvidia’s institutional inflows climbed 5%, while AMD’s rose 3%. This battle is accelerating. 💰 Financial Perf
avataryourcelesttyy
07-28 16:04

Nvidia vs. AMD: The $200 Race—Who Crosses First?

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ The semiconductor showdown is on, with Nvidia (NVDA) and Advanced Micro Devices (AMD) neck-and-neck in a race to hit $200 per share. Nvidia, trading at $174.94, and AMD, at $173.82, are both riding the AI wave, fueled by big tech’s capex surge and Trump’s “America AI Action Plan.” Nvidia’s dominance in AI chips and AMD’s recent 2% jump on July 25, 2025, keep the competition tight. With earnings looming—AMD on August 5 and Nvidia on August 27—can either stock break $200 first, and will big tech’s spending spree keep the momentum alive? This report dives into their performance, catalysts, risks, and strategic investment approaches to pick a winner in this high-sta
Nvidia vs. AMD: The $200 Race—Who Crosses First?
avatarjislandfund
07-28 15:09
Nvidia for me. Market leader darling of the tech companies. Too many making too much to fall too fat. And rising to point they deserve. But fast moving changes could leave both floundering in ai era trading ⭐🐯
avatar1PC
07-28 12:41
🚀 AMD surges to $166, NVIDIA rides Alphabet’s $10B AI capex wave — Who’s got the edge in the race to $200? [Surprised] With big tech earnings looming, here’s what I’m watching.[Eye] AMD’s July run is no joke — Up 23%, breaking resistance with volume confirmation. Traders are chasing momentum, but RSI’s flashing caution ⚠️. NVIDIA’s setup is quieter, but deeper: $44B Q1 revenue, 75% margins, & hyperscale demand still ramping. Alphabet’s $10B capex is a direct tailwind 🌬️. Capex boom: Meta, Microsoft, Amazon all boosting infra spend. If this trend holds, NVIDIA’s pipeline stays loaded. But AMD could benefit too—especially in MI400 & custom silicon. Who hits $200 first? [Thinking] AMD: Momentum play could spike pre-earnings! NVIDIA: Fundamental beast, slower grind but more stayi
avatarPrincesgp
07-28 12:40
📈 Who’s going to hit $200 first – Nvidia or AMD? My bet is firmly on Nvidia – and here’s why: 🔹 1. AI Dominance: Nvidia is the backbone of the AI revolution. With skyrocketing demand for GPUs in data centers, LLMs, and autonomous tech, their momentum is unstoppable. 🔹 2. Strong Fundamentals: The company consistently beats earnings expectations and reports record-breaking revenue growth across AI, cloud, and gaming segments. 🔹 3. Strategic Partnerships: From Microsoft to Tesla, Nvidia is embedded in the ecosystem of tech giants. That’s not just hype – it’s long-term value. 🔹 4. Ecosystem Moat: CUDA and their full-stack AI platform give Nvidia an edge beyond hardware. They’re not just selling chips – they’re selling the future. 🔹 5. Market Sentiment & Vision: With forward-thinking leader
avatarLavDe
07-28 12:23

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avatarEBITDA is King
07-28 07:20
The race to $200 is heating up between AMD and Nvidia, and the stakes couldn’t be higher. AMD’s momentum has been undeniable—up another 2% on Friday to close at $166, riding a wave of strong earnings, new product launches, and growing belief in its ability to challenge Nvidia in AI and data centre chips. If sentiment stays this bullish and traders keep chasing “the next Nvidia,” AMD could easily keep rallying, especially if the company delivers another round of upbeat guidance or lands a major new partnership in the coming weeks. On the other hand, Nvidia’s fundamental strength remains the gold standard in AI hardware. Alphabet’s $10 billion capex is a direct signal that hyperscalers and big tech are not slowing down their AI investments—and nearly every dollar of new capex in AI infrastru
avatarKKLEE
07-28 05:17
The race is on between two of the biggest chip giants in the AI revolution — NVIDIA and AMD. With both stocks riding the AI wave, investors are asking a simple question: who gets to $200 first? And more importantly, which one has the better risk-reward profile from here? NVIDIA: The King with Momentum NVIDIA has already made headlines this year with its explosive rally, record-breaking market cap, and near-monopoly in AI training chips. With strong datacenter demand and growing software revenue, it’s hard to argue against its dominance. But with the stock already priced for perfection, the question is whether there's still enough fuel to keep climbing. AMD: The Challenger Rising AMD is the underdog in market cap, but not in ambition. Its MI300X chip is gaining traction, and partnerships in
avatarstonkies
07-28 03:41
AMD will hit $200 because lower market cap!
avatarShyon
07-28 03:18
I am excited to share my thoughts on the question of whether NVIDIA $NVIDIA Corp(NVDA)$  or AMD $Advanced Micro Devices(AMD)$  will hit $200 first, based on the information provided. The post highlights AMD's recent 2% jump on Friday, closing at $166, which shows strong momentum. It also mentions Alphabet's $10 billion capex as potentially bullish news for NVIDIA, given the interconnected tech landscape. With big tech companies set to release earnings in the coming weeks, there's speculation about increased capex, which could further influence both companies. Personally, I believe NVIDIA will reach $200 first, and I'd like to elaborate
The race to $200 per share between AMD (Advanced Micro Devices) and NVIDIA (NVDA) is emblematic of the broader AI hardware arms race. While both stocks are beneficiaries of generative AI infrastructure spending, their paths diverge in terms of fundamentals, positioning, and current momentum. Let us assess the prospects for each: --- 🔶 AMD ($166, +2%) — Momentum-Driven Upside Tailwinds: Strong buying momentum, breaking out from recent consolidation with increasing volume. MI300 series adoption is accelerating, especially among cloud service providers. Hyperscalers (e.g., Microsoft, Meta) are ramping procurement to diversify GPU exposure beyond Nvidia. Traders are now pricing in stronger Q3/Q4 AI revenue, following a relatively underwhelming Q1. Risks: AMD’s overall AI revenue is still a fra
I would love to think so. But not without first consolidating and dropping to $140-$160? I would buy into NVDA at these prices.  @nomadic_m  @icycrystal  @Aqa  
avatarHupfumi
07-26
Nvidia continues to shine.The massive AI adoption by governments across the world will fuel its growth 
📈 S\&P Hits New High | Is This Just the Beginning for Nvidia? As someone that has seen the market evolve over the years, I've seen many rallies, but what's unfolding now is something worth deeper reflection. This week, the S&P 500 broke to a fresh record, while $NVIDIA(NVDA)$  and $Advanced Micro Devices(AMD)$   jumped over 2%*on renewed optimism. The driver? A convergence of policy and capital: 🧠 Trump's “America AI Action Plan” Signaling a regulatory tailwind and acceleration of AI-focused data center infrastructure. 🏗️ Alphabet's $10B Capex Widely interpreted as bullish for NVDA, which continues to dominate the AI compute stack. Now, with Big Tech earnings just around th
Nvidia is back in the spotlight—again—as the S&P notches another record high and both Nvidia and AMD jump over 2% on the day. The excitement is fueled by a perfect storm: Trump’s “America AI Action Plan” promises to ease regulations and speed up data center development, while Alphabet’s $10 billion capex announcement is another strong signal that Big Tech’s appetite for AI infrastructure is only getting bigger. Capex is the lifeblood of Nvidia’s story. When you see companies like Alphabet (and likely Amazon, Microsoft, Meta, and Apple soon) ramping up spending on AI and cloud, you’re seeing direct demand for Nvidia’s cutting-edge GPUs and networking gear. In other words: if tech titans keep shoveling billions into data centers, Nvidia’s revenue flywheel stays greased. Alphabet’s $10 bi

From Chips to Empires: Can Nvidia’s AI Reign Push It to $200?

$NVIDIA(NVDA)$ The AI Arms Race Fuels a Capital Spending Frenzy — But Can NVDA Justify Its Valuation? As 2025 progresses, Nvidia Corporation (NASDAQ: NVDA) continues to capture the imagination — and capital — of global investors. Once a graphics chip specialist, Nvidia has now cemented its place as the backbone of the artificial intelligence (AI) revolution, riding a tidal wave of demand for high-performance data center hardware, machine learning infrastructure, and next-generation GPU acceleration. With the stock recently flirting with a $175 handle following its Q2 fiscal 2026 earnings, many investors are now asking: is $200 per share achievable before the year ends? Rising capital expenditures from hyperscalers, sovereign AI infrastructure buil
From Chips to Empires: Can Nvidia’s AI Reign Push It to $200?

Big-Tech Weekly: Cloud Growth Soared But Investors Yawning? What's Tesla's Next Target?

Big-Tech’s Performance​Macro Headlines This Week: Tariff Escalation? Fed Division; Structural Divergence in US Stocks​​​​Tariff Tug-of-War:​​ Mixed signals emerged on the tariff front. The US-Japan trade framework was finalized, featuring mutual 15% tariffs, $550 billion in Japanese corporate investment in the US, the launch of a US-Japan LNG joint venture in Alaska, and the opening of Japan's agricultural market. External parties raised concerns about the agreement's funding mechanism and return structure, suggesting it appears more like a political gesture than a concrete investment plan. Concurrently, Japan faces domestic political shifts, contributing to the Yen's position as the weakest major non-US currency recently.​​Can the Fed Resist Pressure in July?​​ On July 22nd, President Tru
Big-Tech Weekly: Cloud Growth Soared But Investors Yawning? What's Tesla's Next Target?

Nvidia’s $200 Quest: Can Trump’s AI Plan and Big Tech’s Spending Spree Push It Higher?

$S&P 500(.SPX)$ $NVIDIA(NVDA)$ The S&P 500’s record high at 6,263.26 and Nvidia’s (NVDA) 2%+ jump to $173.74, alongside AMD’s similar surge, signal a tech-driven market frenzy. President Trump’s “America AI Action Plan,” unveiled on July 23, 2025, promises to slash regulations and accelerate data center development, igniting optimism for AI chip leaders like Nvidia. Alphabet’s $10 billion capex hike for 2025, aimed at AI infrastructure, further fuels the bullish narrative, with other tech giants like Microsoft and Amazon likely to follow. Yet, seasonal trends suggest a 7-10% market pullback in late summer, raising questions: Is Nvidia’s rebound sustainable, or will it consolidate around $170? Can
Nvidia’s $200 Quest: Can Trump’s AI Plan and Big Tech’s Spending Spree Push It Higher?
The current market momentum, driven by strong performance in the technology sector and supportive macro-political developments, raises several pertinent questions regarding Nvidia's trajectory and broader tech investment trends. --- 📈 Will Big Tech Increase Capex? Yes, it is highly likely that big tech firms will continue increasing capital expenditure in the near term, particularly in response to: Rising demand for AI infrastructure, cloud services, and data center capacity. Political tailwinds such as Trump’s recently announced “America AI Action Plan”, which pledges to ease regulations and accelerate AI and data center development. This is particularly significant for semiconductor and infrastructure companies. Alphabet’s $10 billion capex, primarily targeting AI and compute infrastruct
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