AMD - Advanced Micro Devices, Inc. 0 WATCHERS

This AMD situation, to put it bluntly, is a litmus test. On December 4th, AMD's Lisa Su said they'd gotten the license and could sell the MI308 to China, paying a 15% protection fee. On December 5th, that response from China's Foreign Ministry—savor it: "We've stated our position more than …

Nvidia did not "rocket" relatively speaking. Smh is up 49% YTD while Nvidia is up 34%. Several other semis names outperformed, AMD, Intel, micron, amat, asml, tsm, to name a few. Not to throw shade at Nvidia, as I own it myself, but it did not beat the semis benchmark. …

I’ve been holding a bunch of MU for a looong time with a $30 cost basis. Years of feeling sick watching my smaller positions in AMD and NVDA run. MU has finally made me very happy.

Bought some AMD around 217.8, the export license to China will give it a boost next week.

Interesting development. AMD appears willing to operate within the updated rules, including the 15% fee. It will be worth watching how this impacts the market and U.S.–China chip relations moving forward.

Went 2x leverage into AMD and GOOGL during the spring dip (50% of my portfolio in these 2 stocks). Whole portfolio up 137% since then. My portfolio went from 120k USD then to 287k USD now. Here in Sweden our interest cost for 2x leverage is 3,59% and no tax …

Google AMD ,

Google’s goal is to take, at most 10% of Nividia market share. This news is only bearish for AMD

Google - not AMD - is Nvidia’s greatest threat because of their full-stack offering and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

Google - not AMD - is Nvidia’s greatest threat because of their full-stack AI and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

Google - not AMD - is Nvidia’s greatest threat because of their full-stack AI and AlphaEvolve AMD is competing with Nvidia playing the game Jensen Huang knows better than anyone else, but Google is playing the game they have been preparing for since the company’s conception. Look at this quote …

AMD ITS TIME TO SPREAD YOUR WINGS AND FLY, I BELIEVE IN YOU LITTLE BUDDY

HOOD was a huge win for me! up 300%+ since I got in. I simply thought about how helpful the platform has been for me and figured it might do well. Exceeded all expectations! I've also had AMD for 5 or 6 years because I build computers with their chips …

In typical Chinese fashion, they cant build anything on their own. Company was basically funded with government subsidies and loans and backed by their state owned VC firm in Beijing, even their employees were poached from US companies like NVDA and AMD. I bet their chips are cheap copies of …

My Views on the U.S. Market Recently, a newsletter from WSJ editor Jason Zweig stated that Mag 7 stocks are heavily invested in AI, funded from their internal cash flow and now they are looking for more borrowing as well. If these investments are not making a reasonable return or …

I bought NVDA when it's trailing PE was was around 23x because of value investing principles years ago. It was a great company at a fair price back then and as an engineer, I understood the insane lead it had on AMD. Value investing isn't abiding by strict mathematical valuations. …

If I'm day trading, 2% is usually enough to get me to sell. Slow and steady wins the race. My longs though I hold on to a fault :\ (AMD)

I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I …

AMD chief says company ready to pay 15% tax on AI chip shipments to China SAN FRANCISCO, Dec 4 (Reuters) - Advanced Micro Devices (AMD.O), CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay …

AMD ready to pay 15% tax on AI chip shipments to China Advanced Micro Devices (AMD) CEO Lisa ​Su on Thursday said ‌the company has licenses to ship ‌some of its MI 308 chips to China and is prepared to pay a 15% ⁠tax to ‌the U.S. government if it …

1. The Apple Modem story is nothing new; it has always been about “when” and not “if” Apple will drop Qualcomm modems entirely. Management has been working to diversify revenue sources in preparation for several years. 2. Qualcomm has to dealt with the assaults from Mediatek, as well as customers …

GOOGL and AMD for both a 90%+ gain since April-may lows

Had LQDA for a couple years and that finally got to where I hoped it would this year. Currently up about 150% on LMND now after lots of averaging up however plan to hold that for a very long time. Made £14k on AMD in less than a week when …

AMD. Bought at 130ish, sold at 253.

google. Recently bought UMAC (NDAA compliant drone parts manufacturer) and plan to hold through 2026/2027 since US defense spending more on drones. Like you I sold AMD too early.

Best: Robinhood, Google, Reddit, Lemonade, Cloudflare, AMD, Mongo, Silver, Agnico Eagle. Worst: Webull, Wolf.

AI gave me some stock picks - what do you think? So context is moving some money from HYSA to the market primarily into bonds (67%) with the rest in some stocks. Asked AI to model some picks for me based on goals of keeping money liquid as possible for …

GOOGL - Bought a alot around 150 in april, up 90% SOFI - Caught the April dip at around 9/share to lower my cost basis to around 11.8 share, up 145% AMD - Similar to SOFI, caught the April dip around 85-90 a share to lower cost basis to 120, …

AMD, ASML, GOOG have been my biggest winners.

AMD.

Biggest gain AMD. Biggest regret selling NVIDIA back when it was at year start levels after Liberation Day.

AMD

GOOG was my biggest winner this year. Sold early on AMD and ASML My next high conviction plays for first semester of 2026 are PGY and MDAI

TSMC, GOOG, AMD

I have no idea where the market is heading but I think its getting overheated... Recently, a newsletter from WSJ editor Jason Zweig stated that Mag 7 stocks are heavily invested in AI, funded from their internal cash flow and now they are looking for more borrowing as well. If …

$AMD, $RGTI, $QBTS, $GOOG have been my winners. Am still holding AMD and Google shares. It’s been a tremendous year, overall. Biggest mistakes - selling Tesla at $300. Selling $NIO at $3.50, a week later it shot up by 40%. My plan…to buy some Amazon.

CAPR, RKLB, GOOG, AMD, PLTR, and NET have carried my portfolio hard. - CAPR just popped 300% in one day due to good testing results - got in early on RKLB and think it still has 5x to grow. will probably continue accruing! - GOOG seemed underpriced for me for …

Google, AMD, ASTS, plug all up between 100% and 200%

Bought AMD, NVDA and TSM all on the same day in January. Guess there was a dip.

Biggest regret selling Micron too early. Biggest gain AMD 🤣

Google, AMD, Sofi, Reddit

What's your best investment in 2025? Can’t believe we’re almost at the end of 2025. I’ve been reflecting on this year’s markets and wanted to hear how everyone else did. For me, my best investment was probably Costco. I bought in March during that random dip and just held. Boring …

What's your best investment in 2025? Can’t believe we’re almost at the end of 2025. I’ve been reflecting on this year’s markets and wanted to hear how everyone else did. For me, my best investment was probably Costco. I bought in March during that random dip and just held. Boring …

AI is hungry for more GB per unit. The reason isn't just "larger models." It's to reduce the "communication tax." If a model fits entirely on one GPU's memory (or fewer GPUs), it runs drastically faster because it doesn't have to waste time talking to other chips over cables. * …

AMD is gonna own the gaming industry

TSLA really speedran your entire portfolio into a crime scene. AMD out here fighting for its life

Portfolio so bloody it should come with a content warning. At least AMD is giving you one green heartbeat

This isn’t a watchlist, it’s a crime scene. AMD the only survivor holding on for dear life

Regarding Google and Amazon Custom AI Chips TPUs (v5e, v6) are optimized for training and inference and are tightly integrated with Google Cloud. Trainium3 (training) and Inferentia2 (inference) offer high performance at lower cost and energy. TPUs are native to Google Cloud’s Vertex AI, enabling seamless scaling for LLMs. AWS …

I know AMD has that-3% drop in her come on

I like goog and amazon and sofi, i would swap AMD with NVDA or MU or TSM.

Thoughts on this portfolio? Google-20% Amazon-15% Meta-15% AMD-12.5% Sofi-12.5% Asts-7.5% Nebius-7.5% Zeta-5% Oscar-2.5% Duolingo-2.5% A mix of undervalued plays as well as ones for the future, what’s your thoughts?

AMD is killing me 😩

>Currently Intel is at only ~60% of AMD's market cap while making over two times their revenue. because they have no earnings

Comparing intel to AMD based on market cap seems… illogical. Vastly different companies.

I don’t think fundamentals are that relevant here. The stock price didn’t jump because investors suddenly had confidence intel is going to turn it around. The head cheeto man in charge declared that intel isn’t allowed to fail and number go up. I think intel makes quality products but i …

440k USD Intel YOLO $INTC 10 months ago I posted a DD on Intel in here on why Intel is going to go big. Back then the price was at 22.5$ and I had 3k shares. Fast forward to 10 months later and I increased my position to 10.100 shares …

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

Reddit Ticker Mentions DEC.03.2025 - ⚡ See LIVE comments & sentiment / $BYND, $PAVS, $NVDA, $NFE, $SPY, $SGBX, $AMZN, $AMD, $DFLI, $META

I wfh and I day trade Mag 7 + AMD 9:30-10:30 but I gauge how busy I am that time. Usually, I'm already done in like 30 mins if the set up comes early which usually does. If I have meetings and such I just don't. I've done it but …

Yeah AMD last year when I bought at 165 and just watched it fall every week down to like 70 for like a year. Would read the daily technical analysis on r/AMD_Stock and prayed for a miracle but every day was like a red day while nvidia was green. 😂 …

Bought $1,500 of AMD at $7 per share. Sold at $15.

TSMC is a manufacturing services company in an extremely CAPEX intensive industry. They don‘t design own products. They provide part of the enabling technologies for the product companies. The value creation ladder: 0.1x : Raw silicon wafer vendors 1x : Foundry - TSMC 10x: semiconductor product company (ASSP) - AMD …

I only trade AMD or Nvdia stock.

NVDA will not die; in fact, the stock price will continue its rally into the 200s. Google's TPU is built for specific functions and unique conditions for themselves, NOT for general purpose for any other companies. Just because META is willing to buy Google TPU, that doesn't mean the Google …

AMD

I bought AMD at $10 and sold it for $30.

Ha! I owned AMZN, APPL,AMD, you name it back in 2000. I sold when they doubled. Seemed like a great idea back then. I bought everything in 100 share lots. I'd be retired if I held. But no regrets doubling up.

Nooooooo!!!! BUY AMD!!! AMD AMD BUY BUY BUY AMD!!!!

I'm confused where you are getting your PEGs? At least per Yahoo, TSM is at 1.4.... double that of NVDA and near triple of AMD. PEG is like golf - lower is better.

I have always been bullish on TSMC, all the attention has been on Nvidia, Google, AMD but no one seems to talk about TSMC and its importance in the global AI boom

Very Bullish on TSMC TSMC is criminally undervalued in regards to its associates in AMD, Nvidia, Google, Broadcom and literally every other tech company which is 100% reliant on their ability to fab chips. The entirety of the AI race is not dependent on Nvidia or AMDs ability to design …

Chart Your Freedom Journey: Day 69 (12/01/2025) - Win. Daily P&L Update: (-$120 Day) Date: 12/1/25 Tickers: AMD Plan AMD: Bullish bias if above 212 Trades 1. AMD- 12/5 202.5 Sell Put (5 @1.74) Entry Trigger: Took a starter position as it was over 212 Risk: Under 212 Exit: -$15 …

I find it mind boggling how beginners even find out about these stocks. When I first started investing over a decade ago, all I knew were the mag 7 and typical hot tech stocks like NFLX, PLTR and AMD…. Am happy to have multiplied the capital I’ve put in. I’d …

Yes I’ve been buying AMD shares for a while now. Extremely bullish going into 2026

Hey, small clusters built on AMD hardware won't replace hyperscale cloud providers, but they do open doors for startups, small AI teams, and budget-conscious workloads. As capacity demands explode, we'll see more regional, low-cost cloud providers emerge. In short, AI infrastructure is shifting from “bigger is better” to “more accessible …

How tf is AMD red on such a green day.

AMD-backed Vultr is quietly building a $1 billion AI cluster in Ohio is it worth paying attention to? Just saw this news, and to be honest…it didn't garner much attention before. Vultr (backed by AMD) is investing over $1 billion in Ohio to build a 50MW AI chip cluster that …

AMD gave that ride to me

Nvidia - gross profit >50%, YoY growth >60%, forward P/E about 25, significantly low debt and incumbent leader in AI with locked in supply chain commitments and a significant moat. Sure - competition is growing but that's what is causing the stock to be grossly undervalued relative to other players …

Sold AMD calls for 89% gain bought $13k worth of IREN calls

Which stocks are likely to perform strongly in the final month of 2025? As 2025 enters its final month, the market remains in a complex state, intertwined with AI enthusiasm, rate cut expectations, and sporadic volatility. I'm actively seeking stocks that still possess sufficient upward momentum to deliver solid gains …

Has anyone seen my teeth anywhere on the floor? An AMD shaped brick just hit my mouth

If you value money Don't even think about buying NVDA AMD right now Light it on fire instead At least you'll have the ashes left over

Jesus, who shot AMD?

Finally AMD gets some competition... oh wait this is Amazon lmao Seriously though the NVDA compatibility is smart af, no one wants to rewrite their entire stack just to save on compute costs

Seems any anyone can design/build the chips, but the software is their competitive advantage. That has been the talking point why AMD has been able to catch up to NVIDIA.

NVDA shipped their very first DGX 10 years ago - it just shows how far ahead NVDA is or how far behind AMD is.

AMD around $4. NVDA around $24. ETH $4. ☠️

AMD

AMD's Herder supercomputer, slated for release in 2027 is this a significant long term catalyst, or merely market noise? AMD states that the Herder supercomputer will be delivered by the end of 2027. While that timeline is still distant, it does demonstrate they are securing genuine high performance computing (HPC) …

Not quite but I bought AMD at 170 and it was 78 at the lowest, I sold around 220.

It's not a classic value play but it is a good GARP stock. It's PEG ratio looks very attractive. It's much lower than Google. Its value does depend a lot on future growth and certainly there is risk of changes that could affect that growth. High growth always carries risk. …

Not a bad theory, but you forgot that the head of Nvidia and the head of AMD are siblings. They will not let the other fall.

NVIDIA invests $2 billion in Synopsis: New moat in Electronic Design Automation https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design "NVIDIA invested $2 billion in Synopsys common stock at a purchase price of $414.79 per share." --- The Synopsis Electronic Design Automation (EDA) software runs on Intel and AMD CPUs. This chess move by NVDA will shift …

A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices Analysts are starting to flag a new concern: the AI boom is beginning to strain global chip supply chains in a way that could eventually push up the cost of consumer electronics — including smartphones. …

Bought 1500 shares of AMD under $2. Sold in a few waves for about $3k profit.

Invest in good stock for long term , no options , no speculative stocks. For example: $AMD, $AMZN, $META, $CIFR are good choices (can mix them) . Not financial advise of course :)

NVDA. Bought at $42 back in 2016. If I held my $3k worth, it’d be worth over 500k now. Also had AMD at $2, had PLTR at $9…

I just started in 2024 (i'm 25). £5000 original investment. Tried to do all stuffs, day trading, swing trading, leverage ETFs (even on individual stocks), penny stocks, etc. Used to do a 50/50 allocation (50% to ETFs and 50% to individual stocks). Betting against TSLA, PLTR and SPY during April, …

AMD. Bought at $6 and sold low $30’s.

Sold half of my NVDA holdings during the 2022 crash. The stock has appreciated 14x now. Bought 100 shares of AMD in 2018 at around $11 and sold it in the same year for a nominal gain!

AMD, SNPS

AMD bought at $5 sold at $20. PLTR bought at around $20 sold at $30.

Alot of them.. NVDA, AMD, MU, FSLR, KD, NBIS, MELI, SE and many more

AMD sold in July :(

AMD. 2000 shares at 9$

I sold AMD at about 14 - I was in at 13, watched it go down to the nines, then when I made about $1000 (I had 1000 shares) sold it as I was going through a divorce and the soon-to-be-ex would've gotten half so stopped trading. Kick me.

AMD at $4

AMD - bought 100 shares at $10. Rode it to the $30s and sold.

AMD at $5 a share (200 sh) to $40 Enphase at $7 a share (300 sh) to $17 Did not hold to either for the long haul Also didn't buy enough Nvidia 🥲 just 1k but it turned to 20k so that's still something

The AI trade The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for …

The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) …

Sold AMD at $11

AMD @ $17, FB before it became META & added a dividend, TSLA @ low 100s

I'm not going to comment on BTC. I'm neither for or against. For tech companies some are currently reasonable priced. Problem is if there are shenanigans going on. Circular economy. Inflated earnings and promises of future revenue streams that may never materialize. E.g. Nvidia's booked 500b revenues next 2 years. …

AMD bought in at like $7 before the new cpu lines. I was a video editor too, and new the new chips would revolutionize a lot of stuff. Sold I think at like $13 🤡

AMD, RR.

After 15+ years investing and trading everyone will have a million of these. In ~2009 I had 10k shares of AMD around $2, NVDA at $5, PLTR sub $10 during WSB's golden years (pre-GME).

So many of them Nvda, I worked there in 2010s so have a lot of RSU, decided to ETF some. Lost millions in todays value AMD, because working at Nvda, saw AMD as threat and bough 50k at $2 each (50k was more than half my NW at that point) …

AMD, got stopped out about $12 and never got back in.

AMD,GOOG,META

Berkshire Hathaway is classified as a growth stock！ This is because the compiler of the S&P 500 Growth Index has included Berkshire Hathaway in its composition. At the same time, the company is also included in the S&P 500 Value Index, where it carries a slightly higher weighting. But one …

Bought 2000 shares Nvida 15+ years ago for $10 (not split adjusted) and sold at $15. On the flipside. Bought over 6,000 shares of AMD for $5 and have been holding and acquiring ever since.

actually not too bad, I would remove AMD, PG and possibly NVDA when it reaches a new high, just to be safe. You don't have the resources to follow actively those individual stocks, so too dangerous for a retail investor portfolio. That **VFFVX** – Vanguard Target Retirement 2055 is also …

I throw in the underdog nobody´s watching, INTC. Semiconductor, AI Fabs, great turnaround in the last months/1 year and a lot of upside potential for 2026/2027. They adding in AI Chips, Local AI Chips, NVIDIA joint chips. **Remember**: AMD was in former times told to be the Advanced Money Destroyer. …

Google has been developing TPU for 10 years. It is like saying oh NVdA is done since AMD is making graphics cards

AMD, got in sub $2 sold at $30. Knew Lisa su was gonna turn things around but had no idea how high it'd go.

AMD, I sold it at pre-covid times (around 2019) for about $40 dollars.

AMD. I sold $1500 worth around the time the intel pentium chip came out. I’m guess very early 2000s during the crash.

AMD, GLW, MU. Made some gains but certainly not as much if I had held them until, say, today.

Intc and AMD

When I had no money in 2018 I bought like 20 shares of AMD at $10. Didn’t hold for very long and totally forgot about it until I started seeing AMD in headlines recently. Tough break.

2,000 shares of Gamestopp sold at a loss of 20% in the earnings dip of November 2019. Also had a few hundred PLTR, AMD, and NVDA sold each for minimal gains in 2020. I’m the worlds worst investor

NBIS and AMD. Maybe even AVGO, because I feel like more organizations will invest in custom designs.

I bought NVDA and when it first went up I didn’t want to be greedy. Luckily talked to some family and they said if you’re ever unsure just sell half or a quarter. I did that and took 20k gains and put it into AMD. I think overall not the …

I think AMD personally. Lots of tailwind going into 2026.

I bought AMD and NVDA when I first opened my Roth like 8 years ago. I sold them pretty quickly to get on the weedstocks hype train. It hurts.

AMD. Bought at $51 and sold at $55 lololol. I was a brand new trader though and it had gone down for awhile, so I was thrilled when it reached $55 and sold it.

Bought AMD when it was around $2-3, then closed out of position when it hit $12.

AMD bought in 2017 sold in 2018 … d’oh!

I sold a whole bunch of AMD back in 2016 for a nice profit. Sold a bunch at $3.72 and really cashed in and sold the rest when it hit $15...

PLTR/Apple/AMD

So AMD to the moon

Guys is my NVDA and AMD stock dead? 😭 I can hold long term but is it even a good choice to do so 😭

“AI Winners Basket” includes NVDA (not covered), GOOGL, MSFT, AMZN, META, AVGO (not covered), TSMC (not covered), ORCL, PLTR, AMD (not covered), MU (not covered), & IBM (we exclude major nonAI outperformers like AAPL, TSLA, & LLY). This basket added ~$15T in market cap (~$14T ex-TSMC) since the launch of …

You’re actually in a good spot: big HYSA, lot of Vanguard, no obvious disasters. Main issue is you bought US large-cap like 5 different ways + a chunky NVDA/AMD tilt. I’d separate things: – “House in a few years” → keep boring (cash/CDs/short-term bonds). – “Retirement” → 1–2 broad funds …

AMD, please continue the uppies. These bags a bit heavy.

I wouldn’t put it in the top 3 of nvidias rivals 1. AMD 2. Google 3. Intel

First I short AMD, then ORCL, PLTR and finally the head boss Carvana

AMD giving stock to OpenAI in exchange for chips purchases is like an OnlyFans model giving me a free lifetime subscription & customs in exchange for fucking her

AMD is giving OpenAI chips for free All they need to do is sell their AMD stock to "buy" the chips

Chart Your Freedom Journey: Day 68 (11/28/2025) - Win. Daily P&L Update: (+$195 Day) Date: 11/28/25 Tickers: AMD, QQQ, CAT Plan AMD: Bullish bias if above 215 Trades 1. AMD– 11/28 215 Sell Put (2 @1.94) Entry Trigger: Took a starter position as it was over 215 Risk: Under 215 …

They deleted my AMD DD but usually are pretty lax on most stupid shit.

Considering the strong uptrend during the last six months, it's quite possible winners get liquidated. It's better to start now, honestly I expected this downtrend already in November. The December rally has happened already, I don't listen to CNBC, Bloomberg or any other media outlet. I honestly expected a stronger …

AMD

Intel has to pass the wafer test and then charge an amount where Intel eats all of the duds. This won’t be adding quite the punch to Intels bottom line as you think, especially since they’re continually loosing business market (their last market held onto due to cronyism with Dell …

I'm actually trying to understand this at the moment. I acknowledge your explanation but I'm neither 5 yo nor Michael Scott so someone please talk to me like an adult... Not a very smart one but still an adult. I'm discussing with Gemini on rebalancing my portfolio, after initial advice …

Where does this leave AMD?

Cramer was preaching NVDA and AMD 10 years ago. Shouldve listened to those

AMD

Nvidia is now selling $50B in chips per quarter vs around $9B for Broadcom, AMD, and Marvell combined. The point being demand is so large for Nvidia GPUs that a meaningful transition to ASICs won’t happen overnight. This due to it being easier to deploy GPUs and familiarity with CUDA. …

Advice on My Current Portfolio Hello! I'm 34, single & no kids. I'm hoping to buy a home in the next few years. Seeking advice on how best to allocate my investments. I've got 29k in a brokerage split between Apple, VOO, and VTSAX. 170K in a hysa 105k in …

Is #AI in a bubble? My perspective. An analysis I did this morning. Two issues: demand for profit-generating #GPUs and demand for #AI. The anchor is NVIDIA, priced to 30% CAGR profit growth for 4 more years. Their revenues are primarily sourced from hyperscalers' ops CF. Hyperscalers steadily increase CapEx, …

Indeed, Google and Nvidia are both worth considering. However, it is worth noting that Google is currently a bit pricier, but it will steadily increase over time. My current stance on Nvidia is that, at these prices, it is a must-buy. It's important to remember that they cannot keep up …

$AMD - they should be at least a $750M market cap if they execute AI play properly. $BABA - self explanatory undervalued stock, e-commerce, AI, Alibaba Cloud, Qwen, Quark and Ant. $NIO - targeting profability at the end of 2026, undervalued against other EV competitors but starting to have its …

Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …

All of our sex robots are powered by top-of-the-line Nvidia chips We do not cut corners with cheaper Google TPUs, AMD, or other Chinese chips You get the best woman & product when you buy from me, I guarantee it 💯

In the short term, the tech sector and maybe the whole market will drop. Those in the OpenAI's circular web (i.e. MSFT, NVDA, ORCL, AMD) will be hit the most. Well-deserved. In the long term, if AI is not a flop, the hyperscalers won't have to compete as much for …

Bank of America reaffirms bullish stance on Nvidia as growth projections strengthen Nvidia’s outlook has been getting a steady boost as analysts highlight several tailwinds for the company. Beyond the optimism around AI server demand, some brokerages point out that Nvidia could see incremental revenue from adjusted China-compliant chips if …

The thing Burry doesn’t get is there’s a power bottleneck, AND there is still demand for 5 year old chips (A100 80GB). So instead of just depreciating the A100s and being unable to put in new B200s (due to their increased power demand) and not earning anything from empty shelves, …

My plan to invest 70,000 USD next week I sold a lot of my long term under-performing funds and reinvesting them to the following individual stocks, Gemini 3 helped me optimise the allocation, I would love to get some feedbacks from the community. I am already heavy in tech, Google, …

lRCX - Lam research AMAT - Applied Materials ASML IBM AMZN AMD MELI (I’d consider tech adjacent - similar to AMZN’s marketplace but for South America) SN - SharkNinja (consumer durables, but I’m looking at it to benefit from the robotics/AI advancements) HON - Honeywell

Sofi, robinhood, AMD

AMD. if they execute on MI450/500 it'll fly.

>But somehow AMD made 93% profit while Nvidia only 31% in 6 months. What are you talking about? | Past 6 months | AMD | NVDA | |:-|:-|:-| | Revenue | $16.931M | $103.749M | | Gross Profit | $8.359M | $75.702M | | Operating Income | $1.172M | $64.450M …

AMD undervalued

AMD will surprise a lot of people I think

https://preview.redd.it/tlwn9ju3d34g1.png?width=1851&format=png&auto=webp&s=9dbf5fda4983d510949b7634a1a7f41132244af3 If you zoom out TSLA still looks pretty bullish to me. It had a chance to break down but was able to defend 400. Market volume is low due to the holiday week, I think. It may chop around under the 50 day for a bit but if the …