But $1,000 invested in the then-industry leader Intel ([INTC](https://finance.yahoo.com/quote/INTC)) would become only $1,145 as the once-dominant chipmaker misses out on the AI train.
If you have $1,000 to invest in chip stocks today, it’s no surprise that the pick for many analysts is still Nvidia.
Goldman Sachs analyst James Schneider noted that despite growing talk of “peak concerns,” the company has further upside due to its product leadership, diversified customer base, and an “attractive valuation” relative to growth prospects. The firm reiterated its Buy rating and $185 price target.
Broadcom ([AVGO](https://finance.yahoo.com/quote/AVGO)) is another top pick. The California-based chipmaker has become a leader in custom silicon for hyperscalers like Google ([GOOG](https://finance.yahoo.com/quote/GOOG)) and Meta ([META](https://finance.yahoo.com/quote/META/)). Schneider said Broadcom will continue generating steady, growing profitability in its infrastructure business and estimated AI will account for more than 40% of the company’s revenue by 2026.
AMD has also gained market share and positioned itself as a rival in GPUs. Despite strong execution in traditional computing, AMD’s stock upside is likely “capped” given its more limited share in AI, Schneider wrote in a recent note.
“I would argue they [AMD] have the greatest growth potential, but also potentially the greatest risk to their growth potential,” Bryson said.
You could have invested in a single blunt and seen better gains than Intel.
TokenBearer on
Intel stopped innovating and now they are at least a decade behind everyone.
Schnupsdidudel on
Yeah well. So a Decade ago, NVIDIA just did design chips for gaming graphics cards, pretty niche.
AMD was always struggeling, had to sell of its fabs and was desperatly trying to catch ob to Intel for 20 years prior or at least beat them in the value sector.
So nowadays Intel is the struggeling CPU manufacturer and I dont even know what niche nerd gear manufacurer could become the next NVIDIA.
Senior_Pension3112 on
Remember csco? It was the Nvidia 25 years ago and where is it now?
GarenEnjoyer_99 on
Rolls-Royce SMRs, boys!
blue_d133 on
FYI – No need to wait 10 years for a 600% return. $RKLB was $4 a year ago and now $50
AlasKansastan on
Nebius everyone, Nebius
Maddturtle on
Yeah I had 50k in Nvidia and sold at 165 pre 10x split 😭
Wayelder on
Noble called – Yahoo Finance wins the “Selective Hindsight Award”
MenloRealtor on
I initially read that as “NVIDIA stock roars 35,000%” and checked my portfolio. Thanks for ruining my day.
ytman on
BWHAHAHA Intel. I made more on the few days I held after Trumptel started his pump and dump.
briefcase_vs_shotgun on
Why did our gov steal 10% of the worst one? Can we coop Nvidia next?
MyCatIsAnActualNinja on
US now owns 10% of Intel, though. In another 10 years, that $8.9 billion will be $10 billion. Genius stuff
Ok_Common_5631 on
TSMC imo
JudgeCheezels on
INTC included for comedic relief.
recce22 on
So please explain which company has the ability to surpass Nvidia in terms of addressable market and market cap.
20 Comments
Intel lmao
A $1,000 investment in 2015 would be worth $349,960 today, according to Yahoo Finance data. The same $1,000 in Advanced Micro Devices ([AMD](https://finance.yahoo.com/quote/AMD)) would’ve yielded $96,190, compared to $3,422 from the S&P 500 ([^GSPC](https://finance.yahoo.com/quote/%5EGSPC)).
But $1,000 invested in the then-industry leader Intel ([INTC](https://finance.yahoo.com/quote/INTC)) would become only $1,145 as the once-dominant chipmaker misses out on the AI train.
If you have $1,000 to invest in chip stocks today, it’s no surprise that the pick for many analysts is still Nvidia.
Goldman Sachs analyst James Schneider noted that despite growing talk of “peak concerns,” the company has further upside due to its product leadership, diversified customer base, and an “attractive valuation” relative to growth prospects. The firm reiterated its Buy rating and $185 price target.
Broadcom ([AVGO](https://finance.yahoo.com/quote/AVGO)) is another top pick. The California-based chipmaker has become a leader in custom silicon for hyperscalers like Google ([GOOG](https://finance.yahoo.com/quote/GOOG)) and Meta ([META](https://finance.yahoo.com/quote/META/)). Schneider said Broadcom will continue generating steady, growing profitability in its infrastructure business and estimated AI will account for more than 40% of the company’s revenue by 2026.
AMD has also gained market share and positioned itself as a rival in GPUs. Despite strong execution in traditional computing, AMD’s stock upside is likely “capped” given its more limited share in AI, Schneider wrote in a recent note.
“I would argue they [AMD] have the greatest growth potential, but also potentially the greatest risk to their growth potential,” Bryson said.
Read more: [https://finance.yahoo.com/news/nvidia-stock-soared-35000-over-the-past-decade–but-its-not-the-only-top-chip-stock-for-the-future-131446604.html](https://finance.yahoo.com/news/nvidia-stock-soared-35000-over-the-past-decade–but-its-not-the-only-top-chip-stock-for-the-future-131446604.html)
10% return in decade
So glad I told my dad to buy Nvidia in 2018 lol
You could have invested in a single blunt and seen better gains than Intel.
Intel stopped innovating and now they are at least a decade behind everyone.
Yeah well. So a Decade ago, NVIDIA just did design chips for gaming graphics cards, pretty niche.
AMD was always struggeling, had to sell of its fabs and was desperatly trying to catch ob to Intel for 20 years prior or at least beat them in the value sector.
So nowadays Intel is the struggeling CPU manufacturer and I dont even know what niche nerd gear manufacurer could become the next NVIDIA.
Remember csco? It was the Nvidia 25 years ago and where is it now?
Rolls-Royce SMRs, boys!
FYI – No need to wait 10 years for a 600% return. $RKLB was $4 a year ago and now $50
Nebius everyone, Nebius
Yeah I had 50k in Nvidia and sold at 165 pre 10x split 😭
Noble called – Yahoo Finance wins the “Selective Hindsight Award”
I initially read that as “NVIDIA stock roars 35,000%” and checked my portfolio. Thanks for ruining my day.
BWHAHAHA Intel. I made more on the few days I held after Trumptel started his pump and dump.
Why did our gov steal 10% of the worst one? Can we coop Nvidia next?
US now owns 10% of Intel, though. In another 10 years, that $8.9 billion will be $10 billion. Genius stuff
TSMC imo
INTC included for comedic relief.
So please explain which company has the ability to surpass Nvidia in terms of addressable market and market cap.