Today's video focuses on bullish and bearish points for Nvidia (NVDA 1.44%) and Advanced Micro Devices (AMD -0.18%). The stock prices of both companies have taken a hit in the past month. Could this drop be a buying opportunity for semiconductor investors? Here are some highlights from the video.

  1. AMD's third-generation server processor continues to win adoption by giant cloud providers. In November, IBM's (IBM 2.54%) Cloud selected third-generation AMD server processors for a new bare-metal offering. In December, Amazon's (AMZN -0.29%) AWS expanded its AMD EPYC processor-based offerings. 
  2. In Nvidia's most recent quarter, the company reported 50% revenue growth year over year (YOY). The demand for its graphics cards remains high while channel inventories remain low. Nvidia expects yearly and sequential growth in its gaming and data center products for its upcoming quarter. 
  3. On the bearish side, AMD and Nvidia are in intense competition against each other and have other competitors like Intel (INTC 2.96%). The demand for chips is still high, but if the market slows down because companies over-order, it could trigger a sell-off in the semiconductor industry. These bearish points are not new for AMD or Nvidia, but they're important to keep in mind. 

Click the video below for my full thoughts and analysis. 

*Stock prices used were the closed market prices of Dec. 17, 2021. The video was published on Dec. 19, 2021.