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Stock duel: AMD vs. Novo Nordisk ⚔️

Felix118 · 2025-01-20T14:27:51.841822Z

Beide Aktien haben kürzlich stark korrigiert. 💡 AMD mit Fokus auf AI und Chips vs. Novo Nordisk, führend bei Adipositas-Behandlungen. Welche Aktie findet ihr aktuell attraktiver? 🤔 Ich tendiere zu Novo Nordisk, da ich schon im Tech Sektor ein leichtes Übergewicht im Depot habe. #amd #novonordisk $NOVO B $AMD

Both shares have recently corrected sharply. 💡 AMD with focus on AI and chips vs. Novo Nordisk, leader in obesity treatments.

Which share do you currently find more attractive? 🤔

I'm leaning towards Novo Nordisk, as I already have a slight overweight in the tech sector in my portfolio.

#amd
#novonordisk
$NOVO B (+0.8%)
$AMD (+1.11%)

9 Comments

Meister L.@Lumimyrsky

im Moment Novo

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TaxesAreTheft@TaxesAreTheft

Well, the Ozempic patent expires at the end of 2025 and that's the bear part of the profits. Generics will pounce on Ozempic. And Novo's pipeline is not that strong now.

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BamBamInvest@BamBamInvest

$AMD will win the race from here for the next 3 years. The Inference market is huge and $AMD is here führend✌️

There are two things you can do with models and the AI chips.

Training = create the model

Inference = ask the model to do something

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Kjell@KielerJung

Long on AMD

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BamBamInvest@BamBamInvest

$NOVO B needs to become a little more attractive that I free up capital, the last slide is still missing 😄

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Aktienmaurer👷‍♂️📈🦍@Aktienmaurer

At around 70 dollars, the last tranche follows at Novo🤓
Tech has done so well. I don't know how long NVIDIA, for example, can beat estimates. I can also well imagine that supply and demand will soon come into balance. The correction should cause all chip stocks to correct. I find it much more difficult to enter the healthcare sector. Novo is already a big player and currently attractively valued with a 23% dividend increase in the long term.
I am waiting for AMD to reach the 100 dollar mark.

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Maximilian@Max095

Beide 😜

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Gomerdoc@Gomerdoc

$NOVO B !

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Stephan K.@StrahlemannLP

In my opinion, Novo Nordisk is the significantly healthier company. When it comes to CPUs, AMD continues to trail Intel as the market leader in the profitable sectors, and that has to be made up for first. I have both in my portfolio, but would tend to favor Intel for larger investments.

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