The research and investment firm believes Nvidia ( NASDAQ: NVDA) will slice into AMD's market share in these two areas.

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Combined with its narrow focus on 30-40 holdings, the strategy’s acute exposure to stocks with meager current profits, highly uncertain futures, and extreme stock-price volatility makes the ...