《AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X》
AMD 55 倍的远期市盈率相对 Nvidia 约 18-19 倍明显偏高，在当前价位下，风险回报比更支持买入 Nvidia 而非加仓 AMD。
今天我想更仔细地看看我最喜欢的两家公司，Nvidia 和 AMT。他来到这里说：“这样吧，我们聊聊 AMD 和 Nvidia，但你必须在这一集结束时选一个。在这些价位上你会买哪只？”
Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?
我们会聊 Nvidia 对 AMD。不久的将来可能还会聊 Nvidia 对 Broadcom。我确实知道 Nvidia 是你的最爱，虽然你也持有 AMD，而我现在，就在此刻，已经完全押注 AMD。还有几股 Nvidia。
we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.