AMD Just Crushed Nvidia by 32 Points After Scandal. Here’s How NVDA Can Come Back

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One chipmaker just posted its best five-day run against its rival since 1999, while the other faces a CEO scandal and a Senate spotlight. Three scorecard categories decide which stock deserves retirement money, and the loser might surprise you.

AMD (NASDAQ:AMD) or NVIDIA (NASDAQ:NVDA): after one of the most lopsided weeks in the competition between these two chipmakers, how do they compare for investors building a retirement portfolio? The Kobeissi Letter called AMD's run its greatest five-session outperformance against Nvidia since Nvidia's 1999 IPO. On verified closing prices for the week ended November 13, 2026, AMD rose 18.93% while NVIDIA fell 12.75%, a 31.68-point spread. Year to date, AMD is up 149.37% and NVIDIA is down 12.48%.

NVIDIA opened an independent investigation following reports its CEO Jensen Huang had a relationship with a suspected Chinese spy, and Commerce Secretary Lutnick will testify before the Senate Banking Committee. NVIDIA shares have dropped 26.41% in a month, closing at $162.85. AMD closed at $534.06.

The selloff flipped the valuation math in NVIDIA's favor. NVIDIA's trailing earnings multiple is 33. AMD's multiple is 202. NVIDIA's free cash flow yield is 2.46% against 0.76% for AMD, and its earnings yield is 3.05% against 0.49%. AMD's price already assumes years of flawless execution. Winner: NVIDIA.

Many successful investors eventually reach the same moment. The saving is done, the portfolio is built, and the question quietly changes from how much can I grow this to how much can I take out? Get that second question wrong and decades of good investing can come apart in a handful of years.

AMD's third quarter delivered revenue of $13.377 billion, up 44.68%, with non-GAAP EPS of $2.09, beating the $1.94 consensus. Data Center sales reached $8.546 billion, up 97%, as Anthropic, Meta, Microsoft, OpenAI and Oracle brought Helios racks online. Fourth-quarter guidance calls for about $17 billion, roughly 66% year-over-year growth, and management expects revenue to grow more than 80% in 2027. Lisa Su said "Data center revenue growth has accelerated sequentially every quarter this year."

NVIDIA is far larger: second-quarter fiscal 2027 revenue was $96.221 billion, up 105.85%.

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