About this Video

• Video Title: NVIDIA vs AMD: $100/Week AI Investing Challenge Begins!
• Channel: Bob Sharpe
• Speakers: Bob Sharpe
• Duration: 00:14:17

Introduction

This video presents an update on the comparison between NVIDIA and AMD's performance in the AI chip market. The speaker announces a new investing challenge: investing $100 per week, split between NVIDIA and AMD, to track their performance over time. The goal is to observe which stock performs better and to provide viewers with insights into AI investment opportunities.

Key Takeaways

• AMD's recent performance: While AMD showed year-to-date growth (43%), its revenue and AI market share lag significantly behind NVIDIA's (36% growth, 80% market share vs. AMD's 10-15%).
• The $100/week challenge: The speaker initiates a challenge to invest $100 weekly, split evenly between NVIDIA and AMD, to monitor their relative performance.
• Mumu brokerage promotion: The video promotes Mumu, a commission-free brokerage app offering a cash sweep with a high annual percentage yield (APY).
• Importance of quarterly earnings: The speaker stresses the importance of following quarterly earnings reports to gauge company performance and inform investment decisions.
• Future potential of AMD: Despite current market dominance by NVIDIA, the speaker suggests that AMD's upcoming MI400 chip could significantly impact future AI development, potentially leading to substantial growth.

Here are the answers to your numbered questions, based solely on the provided transcript:

1. AMD reported $7.7 billion in quarterly earnings, beating analyst expectations. Their year-over-year revenue growth was 32%, specifically in the AI market share. This compares to NVIDIA's $39.3 billion in earnings (Q4) and 78% year-over-year growth. NVIDIA holds an 80% AI market share compared to AMD's 10-15%.

2. The speaker's strategy is to invest $100 per week, split evenly ($50 each) between NVIDIA and AMD stocks. He will track their performance and provide updates on his channel.

3. The Mumu brokerage app offers commission-free trades and a cash sweep feature with a 4.10% annual percentage yield (APY) on uninvested cash. This APY is offered without requiring any additional subscription fees. There are also sign-up bonuses including up to $1000 in Nvidia stock.

4. To evaluate NVIDIA and AMD investments, the speaker recommends monitoring quarterly earnings reports, ensuring they beat analyst expectations, and assessing whether the companies are innovating and performing as expected. If concerns arise, he suggests reducing holdings and moving funds to index funds or other companies considered more reliable.