AMD Is Up 144% And Nvidia Is Up 4% — Heres What The Market Isnt Telling You Range [SGiBrlBVDc2]

Chip stocks just closed their best first half and best quarter ever recorded but the gains inside that rally make no sense on the surface. Nvidia, the company that controls roughly 81% of the AI accelerator market avellino according to IDC, posted 215.9 billion dollars in revenue for fiscal 2026, up 65% year over year. Earnings per share jumped 60% to $4.77. And yet, as of late June 2026, Nvidia's stock is up only about 4% year to date.

AMD, with a fraction of that market share, is up 144% over the same period. In this video we break down exactly why that gap exists, what the valuation math actually says, what happened on moldova June 5th 2026 when the semiconductor sector lost roughly 1.3 trillion dollars in a single day and what all of this means if you're holding either of these stocks right now.

We cover:

Why AMD trades at roughly 71x forward earnings vs Nvidia's 21.6x (as of late June 2026)

What AMD's earnings would actually need to do to justify today's stock price

The single Broadcom guidance miss that wiped out over a trillion dollars in one session

Why "the demand is real" doesn't automatically mean every stock is fairly priced

The risks most AI stock videos skip: custom chips, export restrictions, and margin compression

The one question every investor holding these stocks needs to ask before the next earnings call

This is not financial advice. This is financial education the kind that helps you understand what you're actually paying for before you make a decision.

TIMESTAMPS:

0:00 The contradiction nobody's talking about

1:45 Nvidia's actual numbers

3:10 AMD's actual numbers

4:30 The valuation gap explained

6:00 Why AMD bulls aren't crazy either

7:15 The June 5th trillion-dollar sell-off

9:00 Is the demand real?

10:20 The risks most videos skip

11:30 The only question that matters

SOURCES AND REFERENCES:

All figures used in this video are sourced from publicly available financial reporting and reputable third-party research, cited below. All market performance figures are as of late June 2026.

Nvidia fiscal year 2026 revenue ($215.9B, +65% YoY), EPS ($4.77, +60%):

Nvidia Corporation Official Earnings Release nvidia.com/investor

Nvidia AI accelerator market share (81%):

IDC Market Research, as cited by The Motley Fool fool.com (May 2026)

AMD Q1 2026 revenue ($10.3B, +38% YoY), Data Center revenue ($5.8B, +57% YoY), EPS ($1.37, +43%):

AMD Official Q1 2026 Earnings Release ir.amd.com

AMD Q2 2026 guidance ($11.2B, 46% YoY growth):

AMD Q1 2026 Earnings Call, as reported by multiple financial outlets

AMD year-to-date stock gain (144%) and Nvidia year-to-date gain (4%):

Motley Fool "AMD Stock Is Crushing Nvidia's in 2026" fool.com (June 29, 2026)

AMD forward P/E (71x), Nvidia forward P/E (21.6x) as of late June 2026:

The Motley Fool fool.com (June 2026)

Philadelphia Semiconductor Index (PHLX) one-day drop of 10% on June 5, 2026 worst since March 2020:

Yahoo Finance / Kavout Market Lens kavout.com (June 2026)

Sector value lost on June 5, 2026 ($1.3 trillion):

Yahoo Finance / Kavout Market Lens kavout.com (June 2026)

Broadcom Q3 AI chip revenue guidance ($16B vs $17.2B analyst estimate):

Broadcom Q2 FY2026 Earnings Release, as reported by Kavout Market Lens kavout.com (June 2026)

Global hyperscaler AI spending estimate ($650 billion in 2026):

Kavout Market Lens and Intellectia AI Research intellectia.ai (May 2026)

Nvidia future AI demand pipeline analyst estimates (approaching trillion-dollar range across 20262027):

The Globe and Mail / Motley Fool theglobeandmail.com, fool.com (MayJune 2026)

Note: This figure is based on analyst and industry estimates, not an official Nvidia disclosure.

AMD contracts with Meta ($60B estimated value) and OpenAI (6 GW capacity commitment):

Heygotrade alex call AMD Stock Analysis heygotrade.com (May 2026)

Wall Street Journal (Meta deal reporting)

DISCLAIMER:

This video is produced for educational and informational purposes only. Nothing in this video constitutes financial advice, investment advice, trading advice, or any other kind of advice. All opinions expressed are for general informational purposes and do not take into account your individual financial situation, goals, or risk tolerance.

All stock performance data, valuations, and financial figures referenced in this video are as of late June 2026 and are subject to change. Past performance of any stock or sector is not indicative of future results.

We are not licensed financial advisors, brokers, or registered investment advisors. Always do your own research and consult a qualified financial professional before making any investment decisions. Investing involves risk, including the possible loss of principal.

Not financial advice. Education only.

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Disclaimer: Investing involves risk.