The real question is - who will tell you the truth on the matter that actually knows his/her shit and controls the buying of the HW? I don’t trust the CEOs - as they just spin it the best way they can. 

It’s a little bit of a gamble, yet I think $AMD will slowly catch up and knock $NVDA margins down to earth. 

This doesn’t mean that either stock will do well long term though. They are eating from the same pie where the growth is slowly fading and margins will too.
#AMD