NVIDIA vs AMD: Which is the Better Stock?

Updated

November 15, 2025

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ChatGPT Perplexity

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ChatGPT Perplexity

Gambar NVIDIA vs AMD: Which is the Better Stock?

Jakarta, Pintu News – In the global semiconductor technology landscape, the two names that consistently take center stage for investors are NVIDIA and AMD. Both compete in the GPU, AI computing, and data center markets, but the business strategies and positions of major investors such as Coatue Management have shown significant differences in direction in recent months.

Coatue Management movement: Preference to NVIDIA

Data from the latest F13 report reveals that Philippe Laffont’s hedge fund, Coatue Management, increased its stake in NVIDIA stock by 34% by buying an additional 2.9 million shares. The total investment is now worth around $1.8 billion. Meanwhile, its position in AMD was cut by 53%, with 1.7 million shares sold, leaving it with a position worth $217 million.

This move shows a clear preference for NVIDIA’s long-term prospects over AMD, even though both are in the same sector.

Also Read: Market Crash? Here are 5 Cryptos Predicted to Explode Due to Whale Activity in Futures Market

NVIDIA and AMD Fundamentals: Who Has the Edge?

NVIDIA leads the global GPU market with a dominant share, especially in AI and high-performance computing. Their GPUs form the backbone of many generative AI systems, cloud servers, and large-scale AI model training. Its market capitalization has surpassed $1 trillion, supported by high profit margins and growing demand from the AI sector.

Meanwhile, AMD remains competitive with its Zen architecture and EPYC products for servers. AMD’s share price performance has also been impressive in recent years, but they are still struggling against NVIDIA’s technical dominance and software ecosystem.

Valuation and Risk

NVIDIA’s valuation is higher, both in terms of P/E ratio and price-to-sales ratio, reflecting more aggressive growth expectations. In contrast, AMD offers a more conservative valuation, but is also more vulnerable to competitive and margin pressures.

Both are sensitive to global hardware demand cycles, geopolitical volatility, and technology competition, but NVIDIA’s CUDA ecosystem gives them a competitive moat that AMD lacks.

Choose an Investment App that Provides US Stocks

The first step to buying US stocks is to choose an investment platform or app that allows you to buy overseas stocks, specifically the US stock market(NASDAQ). One of the best options in Indonesia is to use an app that provides digital asset-based stocks such as XStocks on Pintu.

In Pintu app, you can buy NVIDIA shares in the form of NVDAX, a digital asset-based stock token that replicates NVIDIA’s stock price in real-time. The advantage is that you can buy starting from a small amount without having to buy 1 lot (at least 1 full share) like in the traditional stock exchange.

Which is Better?

From an institutional perspective, the direction in which Coatue Management is moving suggests higher confidence in NVIDIA’s prospects in the context of AI and data centers. However, for retail investors, decisions still need to be tailored to their risk profile, investment horizon, and sector preferences.

If looking for aggressive growth from the AI sector, NVIDIA is the top choice. However, if more interested in a more rational valuation and potential rebound, AMD remains relevant.

For Indonesian investors who want to start investing in stocks like NVIDIA, there is now an option through digital asset-based stock tokens on investment apps like Pintu xStocks. You can buy NVIDIA (NVDAX) shares starting from small amounts without the need to buy a full lot.

Also Read: How to Buy NVIDIA Shares in Indonesia (2025) – Complete Step-by-Step

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