Group 1 - Nvidia (NVDA) is a leading choice for investors among semiconductor makers, significantly outperforming the market over recent decades [1] - Advanced Micro Devices (AMD) has also shown strong performance, surging 77% year-to-date, which is nearly double Nvidia's 39% increase in the same period [2] - AMD's CEO, Lisa Su, is expected to make a keynote address at the upcoming Consumer Electronics Show (CES), which could lead to significant announcements [4] Group 2 - The CES is a major event for consumer electronics, where key product announcements and technological upgrades are anticipated [5] - Analysts expect Lisa Su to present a strong narrative regarding AMD's future roadmap, with potential announcements of significant improvements to AMD's Ryzen chips [6] - If AMD's Ryzen chips show competitive output compared to Nvidia's new Blackwell and Rubin chips, it may encourage more tech companies to adopt AMD's products [6]