For Intel, experts at the conference suggested "the company hasn't provided enough recent innovation and that its products just aren't as competitive as they need to be to justify high prices." In addition to AMD's ROME CPU, its relatively new Ryzen, Radeon and EPYC chips have been driving solid financial results of late. "Our first full quarter of 7 nanometer Ryzen, Radeon and EPYC processor sales drove our highest quarterly revenue since 2005, our highest quarterly gross margin since 2012 and a significant increase in net income year-over-year," said AMD president and CEO in the company's latest earnings release. Twiggs noted that AMD and Nvidia both trade at premium valuations to their peers, with AMD at 36 times expected 2020 earnings per share and Nvidia at 38 times earnings. AMD shares are up 116% year-to-date, while Nvidia is up 55%. Intel is up 21% in 2019. Nvidia is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio.