Simple question but more complicated answer, what do you prefer as a better investment at the moment and why? $INTC+1.8% or $AMD+5.7%?
AMD
AMD
AMD Fair Price
My Notes
Začít psátFeed
AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.
Now we have a new rally!
ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in.
That's why I've...
Read more
Zobrazit další komentáře
Nicely summed up and I'll join the Applaks here 😂 I also think they'll come up with something later when it's a blast
What do you think about the speculation about AMD $AMD+5.7% and Amazon $AMZN+1.8%? AMD has unveiled high-performance AI chips called MI300 and there is speculation that one of the biggest customers may be Amazon.
AMD
AMDRead more
Zobrazit další komentáře
Wow, interesting news and I've been reading all about Amazon lately with interesting mergers or acquisitions, I read about another one today with iRobot, I'll add an article on that. So definitely great for both companies both $AMZN+1.8% and $AMD+5.7%
A brief assessment by Chief Strategist Dave Sekera at Morningstar.
I'm attaching...
Read more
Zobrazit další komentáře
There are some good points and some that are a bit against. I don't see a lot of growth there right now either and I would have expected some sort of drop off. If we get to even lower levels than we were last year, that would be a bump. Still no blood flowing in the market yet...
Citigroup analyst Christopher Danely maintains a "Neutral" recommendation on Advanced Micro Devices and raises his price target from $85 to $120.
Do you have AMD in your portfolio?
AMD
AMDSo all the bears just capitulated and turned into bulls again? We've still got a lot of fun to have! $NVDA+4.0% $AMD+5.7% $META+3.9%
What about you, have you changed your minds lately too? 👀
Zobrazit další komentáře
Currently quite stretched, but even so, there are plenty of trads to be found. I'm not adding much to my investments at the moment.
Like gentlemen and ladies. Growths from the beginning of 2023... 🤑 Do you have any? 🥂
NVIDIA $NVDA+4.0%: +101%, Facebook $META+3.9%: +98%, AMD $AMD+5.7%: +57%, Tesla $TSLA+7.3%: +37%, Amazon $AMZN+1.8%: +35%, Google $GOOGL+1.5%: +35%, Apple $AAPL+3.7%: +33%, Microsoft $MSFT+1.8%: +31%, Nasdaq 100 $QQ+2.5%: +23%, S&P 500 $SPY+1.7%: +8%.
Zobrazit další komentáře
$GOOGL+1.5% between 87-90.6$ 13% of portfolio 😀
$AMZN+1.8% a bit too, and then etf VUAA from vanguard DCA
For me it's more Intel, AMD seems overpriced to me. Let's see how Intel can handle the fight with other chipmakers and how it manages to develop its network of manufacturing factories around the world.