Nvidia's A Startup With Apple's Margins - AMD's Just Priced Like One
1. Nvidia shows 58% operating margins, outperforming competitors like AMD. 2. AMD's valuation lacks support; reliant on AI excitement without proven fundamentals. 3. Apple's operating margins parallel Nvidia's, highlighting its significant financial strength. 4. Both Nvidia and AMD are valued similarly, but growth prospects differ drastically. 5. The market prioritizes AI dominance, influencing tech stock movements, including AAPL.