Motley Fool analyst Keithen Drury ranks Nvidia as the best AI stock buy, citing its growth and valuation. Nvidia's Alpha Score is 76/100, with shares up 4% to $210.96.
Nvidia is the best buy among the three major AI chip stocks, according to a Motley Fool analysis by Keithen Drury. Drury ranked Nvidia above Broadcom and Advanced Micro Devices, arguing that AMD's 2026 rally has gotten ahead of itself and that Nvidia's valuation is far more attractive.
Drury is bearish on AMD. He cited its uphill battle to win data center share against Nvidia's entrenched ecosystem. AMD's Alpha Score stands at 42 out of 100, labeled Mixed, reflecting the uncertainty around its competitive position.
Broadcom takes a different approach. Instead of a general-purpose GPU, it designs custom AI chips for hyperscalers like Alphabet and Meta. Drury called Broadcom a solid pick but said it is not as good a deal as Nvidia right now. Broadcom's Alpha Score is 59, Moderate.
Nvidia remains the growth leader. Drury noted that Nvidia's revenue is growing far faster than the other two, and its stock looks cheap on forward earnings compared to AMD and Broadcom. Nvidia's Alpha Score is 76, Strong, and its shares rose 4.03% on the day to $210.96.
Drury's full analysis is available on The Motley Fool. Nvidia's Alpha Score of 76 places it in the Strong category, the highest among the three chipmakers covered.
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