Nvidia vs. Amazon: Trade War Winner?
From Nasdaq: 2025-04-13 23:36:00
Amazon (NASDAQ: AMZN) vs. Nvidia: Why buy Nvidia over Amazon? Nvidia’s revenue grows over 80% annually, with profit margins above 60%, while Amazon’s revenue growth is 11% with 11% operating margins. Nvidia is less affected by international tariffs, making it a potentially safer investment.
Is Nvidia a safe bet? Nvidia stock has experienced significant corrections in past market shocks, dropping over 65% in the 2022 inflation shock, over 35% in the 2020 pandemic uncertainty, and 85% during the 2008/2009 financial crisis. Investors seeking stability can explore the Trefis High Quality portfolio for potential returns.
Nvidia: The AI Arms Provider. Nvidia plays a crucial role in the AI race by providing infrastructure for major players like OpenAI, Google, and Amazon. Despite risks like potential earnings disappointments or slower growth, Nvidia could be a strategic long-term investment in the growing AI market. Consider Trefis Reinforced Value Portfolio for navigating market downturns.
Returns comparison: Amazon (AMZN) and Nvidia (NVDA) have had different returns, with Amazon down 20% YTD and Nvidia down 27%. However, Nvidia has seen a total return of 3614% since 2017, outperforming the S&P 500. Consider investing with Trefis for market-beating portfolios and price estimates.
Read more at Nasdaq: Nvidia vs. Amazon: Trade War Winner?