AMD Catching Nvidia Or Nvidia Still Key Bellwether? Can We Take Advantage?
$Advanced Micro Devices(AMD)$ gained 9.40% on Wednesday (15 Oct) but $NVIDIA(NVDA)$ lost 0.11%, so if AMD really poised to catch up with Nvidia? In this article, as I hold both AMD and Nvidia, I would be interested to do a deeper dive into what might be going on with AMD vs. Nvidia lately — and what it could imply for the broader tech rally. What We Are Observing On October 15, AMD jumped ~9.4 % — a very strong single-day outperformance. Over the same period, Nvidia was flat to slightly down (–0.11 %). This divergence is notable because in recent cycles, Nvidia has often been the lead driver in the AI / chip space, with other semi / compute names following its direction. I would think it raises the questio