I'm wondering which is better to buy and hold from a growth standpoint going forward
a) How much more and NVDA possibly go up? What is the precedent?
b) Can AMD reach an NVDA type price point eventually? Even half that?
My thinking, which is probably flawed, concerning AMD is that they had a 3/3.5 year window on the chip side when they beat Intel to the 7nm node. Id figure they'd get a boost with next generation consoles going in to the new year and the real battle would begin between AMD and INTC in 2022. Now, it's looking like I have to add another year... Closer to 2023 with Intel's fab issues. To answer your question, I'm bullish because I hold a position. But if AMD can make a serious dent (25%+) on the server side into Intel's monopoly, sky's the limit.
NVDA... I'll be honest, I don't follow as closely but AMD needs to look more into deep learning if it wants to compete. The gpus could surprise.