Motley Fool Backs Nvidia at 15x, Holds AMD and Sells Intel in Chip Rout
Updated
Updated · The Motley Fool · Aug 2
Motley Fool Backs Nvidia at 15x, Holds AMD and Sells Intel in Chip Rout
3 articles · Updated · The Motley Fool · Aug 2
Summary
Nvidia was singled out as the top buy in the semiconductor sell-off, with the report arguing its AI leadership now trades at just 15 times fiscal 2028 earnings estimates.
CUDA’s software moat and Nvidia’s 2020 Mellanox deal were cited as the main reasons it still dominates AI infrastructure despite the broader chip slump.
AMD was rated a hold because inference and agentic AI still offer major upside, including GPU deals tied to OpenAI, Meta, Anthropic and Microsoft.
A projected 1:1 GPU-to-CPU ratio in agentic AI underpins AMD’s view of a $220 billion market, supporting its server-CPU growth case.
Intel was the sell call because its recent rally has eroded its value appeal, while foundry losses and earlier data-center share erosion suggest it remains more follower than leader.