Investors finally have ways to play the first radical shift in computing since the 1950s. It's better to wait before jumping in.
Mobileye (NASDAQ: MBLY) and Nvidia (NASDAQ: NVDA) represent two very different ways to invest in the semiconductor sector. Mobileye, which was spun off from Intel (NASDAQ: INTC) earlier this year, is the world's leading producer of advanced driver assistance systems (ADAS) and computer vision chips for semi-autonomous and autonomous vehicles. Nvidia is the world's largest producer of discrete GPUs for gaming PCs and data centers.
These companies are about as different as two businesses can be, but they have one thing in common. Both stocks are incredibly cheap and no-brainer buys these days.