AMD

When to sell a portfolio winner? Hold like Buffett, or realize the gains?

Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
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Investors, which stock currently makes up your largest position?

For me, it's currently $AMD thanks to strong recent growth. I don't plan to sell the shares, and as long as the price doesn't rise above $300, I'll keep the position.

Intel actually surprised in the end. The results beat expectations and the shares $INTC jumped 8% in after-hours trading. I wouldn’t invest in it myself, but it’s clear the fundamentals are changing and the business may be starting to grow again.

What do you think? Will Intel catch up to companies like $AMD and $NVDA?

$AMD together with OpenAI, closed a deal to deliver an AI accelerator with a capacity of 6 gigawatts; before the market opened the shares are up 24% — it's time to pop the champagne 🥳

$AMD and $NVDA   are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?

Have a nice weekend. 

The share price of both $AMD and $NVDA are slowly approaching $200 and sentiment on these stocks is positive. I have both companies in my portfolio, but I think AMD has much more potential.

How long do you think it will take for $AMD and $NVDA to get to $200?

📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:

🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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In the end, Intel's results weren't great and the stock plunged in the aftermarket. My opinion hasn't changed and I wouldn't invest in $INTC. We'll see how they do, but I hope that in time $AMD will take their share .

Do you think Intel still has a chance?

Nvidia became the most valuable company in the world this week when its market capitalization exceeded $4 trillion. Since the April plunge, $NVDAstock is up more than 70%. I have $NVDA stock in my portfolio and consider it a great company, but I see more potential in $AMD right now .

How far do you think Nvidia can grow?

Shares of $AMD have been rising solidly lately, and were up over 6% yesterday. The company's chips are getting better, already outperforming $NVDA in some respects , and major growth is yet to come. I've been buying below $100 myself and am curious to see where the price will go by the end of the year.

Do you think $AMD could grow to $200 this year?

🎮 Microsoft and AMD join forces!
Microsoft $MSFT last week announced a strategic partnership with AMD $AMD to shape the future of the Xbox platform across home consoles and cloud services. The goal is to develop next-generation custom chips that will take gaming to a whole new level.

AMD yesterday unveiled its line of chips that could be competitive with Nvidia's new Blackwell chips. For me, this is great news and it's clear that AMD is gradually catching up with Nvidia. I've been buying$AMDstock under $100 so I'm happy so far, but I think the main upside is yet to come.

What do you guys think? Do you have $AMDstock in your portfolio?

NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.

What do you think of this collaboration? Do you have shares of $NVDA or $AMD in...
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