Nvidia had an incredible 2016. After a healthy pullback now, it is closer to fair value. It has incredible potential ahead. I am particularly excited about the data center side of the business, but there are so many exciting applications here. Its CEO is excellent.
Amazon gets better year after year. According to analysts, it's trading below fair value. It's cloud business is exciting, not to mention the fact it dominates e-commerce. One of the best CEOs the world has seen.
I feel that both companies have huge long term growth potential, however Amazon is probably more secure and stable with its wide moat. Nvidia may grow big in the long run, or maybe not - it's a bit too early to tell.
Both have earnings releases coming up soon. I think Amazon will grow in the short term no matter what. Nvidia, on the other hand, could drop 10% even if it reports "respectable" earnings.
So, what are your thoughts?
Submitted April 11, 2017 at 10:31PM by SillySausage87 http://ift.tt/2oqylvM
