
Should you look for the “next Nvidia” — or just buy the real thing?

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Amidst the AI boom, investors are debating whether to chase 'next Nvidia' stocks like AMD or buy Nvidia itself. While AMD has outperformed YTD, Nvidia remains the dominant AI infrastructure provider with a historically low forward P/E of ~20.65 due to exploding earnings. The article argues that despite risks regarding AI monetization, Nvidia's holistic business strength and valuation disconnect suggest it is a better investment than seeking alternatives.

