Nvidia reported impressive earnings after the closing bell on Wednesday, and it's evident that the company is firing on all cylinders. I will explain the growth trends that both companies help fuel, and I'll provide opinions on which stock is the best long-term investment. Today, I do deep-dive analysis on Nvidia ( NVDA 5.25%) and Advanced Micro Devices ( AMD 4.72%). So which stocks are the best to own? You could leverage an ETF like VanEck Vectors Semiconductor ETF ( SMH 1.58%) or iShares Semiconductor ETF ( SOXX 2.28%), but which companies could help capture the most gains in these disruptive technologies? Perhaps an excellent pick-and-shovel stock exists. What do all these growth trends have in common? They all require semiconductors. Consider all the secular growth trends and disruptive innovations we are experiencing and will continue to experience over the next decade. Therefore, semiconductors are the new oil. Data needs data centers, and data centers need semiconductors. Is data the new oil? I have been saying for over a year that it is not.
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