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Longer term, GPUs are useful in autonomous driving, self-driving cars and self-driving drones, etc. Ing says NVIDIA and AMD have the right processing solutions that are being used in many applications.Ĭore gaming is a really important business and growth driver for these two companies. I think those are the two underappreciated ones. The new emerging applications need the type of chips supplied by NVIDIA and AMD. Smartphones and PCs are not growing anymore.

I think there’s still a lot of controversy around the gaming companies There’s a lot of concerns that the gaming market cannot grow as much going forward. NVIDIA probably has enough scale and resources to really pursue the full opportunity that’s available. There’s another company called AMD, Advanced Micro Devices, that are also exposed there, but I would say these two are probably exposed the most. There’s a type of processor that’s very good at doing these functions that’s called a GPU or graphics processing unit, and the companies that are most exposed to these growth areas are I would say NVIDIA. (NASDAQ:AMD) are both exposed to growth areas such as gaming and autonomous driving and drones. Ian Ing, Analyst at MKM Partners, says top stock picks NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc.