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Is Micron Better Than AMD? The Ultimate Semiconductor Investing Breakdown · Earn Your Leisure

• 0:01
  Speaker 1: This episode is brought to you by P and C Bank.
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• 0:43
  Speaker 2: Another question, is Mike Ron better than AMD by both.
• 0:46
  Speaker 3: Have a financial threesome. We're not doing this. Have a financial.
• 0:50
  Speaker 4: Threesome or foursome, put in video in there and have
• 0:53
  Speaker 4: a fucking blast.
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  Speaker 3: All of them.
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  Speaker 4: All of them.
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  Speaker 3: Get to ten thousand shares. I know why you ask
• 1:01
  Speaker 3: a question. I understand the question.
• 1:04
  Speaker 1: The answer is in the beginning of this episode of
• 1:06
  Speaker 1: understanding what you're investing in and understanding that those two
• 1:10
  Speaker 1: companies do two different things. Right, So like when we're
• 1:13
  Speaker 1: talking about AMD, we're talking about a company that makes
• 1:17
  Speaker 1: GPUs and CPUs. When we're talking about Micron, Micron creates
• 1:22
  Speaker 1: the memory for those GPUs and those CPUs.
• 1:25
  Speaker 3: They actually work together. Right.
• 1:27
  Speaker 1: So if you're investing in AMD, look at who their
• 1:29
  Speaker 1: memory partner is. If you're investing in the Video, look
• 1:31
  Speaker 1: who their memory partners are. That's how you start to
• 1:34
  Speaker 1: stack the companies, right, So you got to have the understanding, right,
• 1:37
  Speaker 1: I wouldn't say, Hey, is it ASML or is it AMD? Well,
• 1:41
  Speaker 1: those companies don't function if they don't have ASML to
• 1:45
  Speaker 1: create the machines for TSM to manufacture. Right, So it's
• 1:49
  Speaker 1: different roles, different spots inside of this cycle of AI
• 1:54
  Speaker 1: that you gotta understand. I'm doing both, of course, I'm
• 1:57
  Speaker 1: doing both. We talked about AMD throughout the year. Crown
• 2:00
  Speaker 1: obviously is hit its all time high again today.
• 2:05
  Speaker 4: So yeah, man, go watch every episode we've answered, and
• 2:08
  Speaker 4: not to that person who asked the.
• 2:09
  Speaker 3: Question, because you solid but a bunch y'all.
• 2:12
  Speaker 4: Ain't been faithful in y'all real lives, So why are
• 2:14
  Speaker 4: you finished? Act like you singularly focus on the stock
• 2:16
  Speaker 4: by both AMD and Video. We then told you that
• 2:20
  Speaker 4: the gamut of what now is the Okay, this is
• 2:22
  Speaker 4: the real game. Can you put fifty percent of the
• 2:25
  Speaker 4: money that's coming in into the assets. It's gonna make
• 2:27
  Speaker 4: you money forever, So you can talk like this, that's
• 2:30
  Speaker 4: the real game. No, flex, just put the money into
• 2:34
  Speaker 4: the assets.
• 2:35
  Speaker 3: Do like you do.
• 2:35
  Speaker 4: There's a real some of y'allre telling your little signe
• 2:37
  Speaker 4: so I'm sick.
• 2:38
  Speaker 3: You can put your present on the twenty six.
• 2:40
  Speaker 4: AMD and video buy everything because they're buying.
• 2:45
  Speaker 3: Everything that's and you know what.
• 2:49
  Speaker 1: This is like part of the those learning lessons that
• 2:51
  Speaker 1: you get inside of your professional life. When I was teaching,
• 2:55
  Speaker 1: patience was one of those things that I had to
• 2:57
  Speaker 1: have with students, and so a lot of times I'll
• 2:59
  Speaker 1: get a text like yo, you'll choice what's the next one?
• 3:01
  Speaker 3: And I'm like, yo, we told you.
• 3:03
  Speaker 1: Like on market, mondays Micron for two years, it was
• 3:07
  Speaker 1: eighty two dollars, it was seventy nine dollars Stele it's
• 3:11
  Speaker 1: at two seventy six AMD when it was crashing. I'm like, yo, no,
• 3:16
  Speaker 1: just stay this, don't worry about number number two could
• 3:19
  Speaker 1: be a winner. Number two could be a winner. That
• 3:21
  Speaker 1: was at eighty dollars. Here we are at two hundred
• 3:23
  Speaker 1: and fifteen. It's happening like happening, right. So the next
• 3:28
  Speaker 1: one is the one we already said. You know what
• 3:30
  Speaker 1: I mean, so like but that goes inside. And I
• 3:33
  Speaker 1: talked about this the other night. It was like, what
• 3:35
  Speaker 1: type of investor are you? I think people need to
• 3:37
  Speaker 1: put curiosity in the categories of what type of investor
• 3:40
  Speaker 1: they're going to be. Curiosity in the sense of, Hey,
• 3:43
  Speaker 1: you know what, AMD is a great company and Video
• 3:46
  Speaker 1: is a great company. But what makes those companies great? Like,
• 3:50
  Speaker 1: are there companies that are assisting them in this run
• 3:54
  Speaker 1: that they're having, Like who are they using for connectivity?
• 3:57
  Speaker 3: Who are they using for memory? Who? Like who is
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  Speaker 3: man your faction for them?
• 4:01
  Speaker 1: That type of curiosity will lead you to companies, right
• 4:05
  Speaker 1: that can also scale with them. Right, Because if AMD
• 4:08
  Speaker 1: is going to have blowout numbers, which I think they
• 4:10
  Speaker 1: will next year, and then Video is going to continue
• 4:12
  Speaker 1: to have blowout numbers, which I think they will next year,
• 4:14
  Speaker 1: the China sales about to go online in February, then
• 4:18
  Speaker 1: these are companies that not a benefit as well.
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  Speaker 3: That's that's just a level of curiosity you got to
• 4:21
  Speaker 3: have as an investor, but then you got to start
• 4:24
  Speaker 3: go ahead with shot.
• 4:25
  Speaker 2: I've seen somebody put in chair for people put in
• 4:27
  Speaker 2: chat because the question the question is valid as far
• 4:31
  Speaker 2: as like you might not even have enough capital to
• 4:34
  Speaker 2: really deploy.
• 4:35
  Speaker 3: That's why ETFs are good.
• 4:36
  Speaker 2: So SMH is a ETF where you can not only
• 4:40
  Speaker 2: invest in video and TSM and Broadcom and MU, but
• 4:46
  Speaker 2: also a MD and ASML and Intel. So if you're
• 4:51
  Speaker 2: interested in kind of seeing which one you want to pick,
• 4:54
  Speaker 2: you can take the pathway of investing in the individual stock,
• 4:57
  Speaker 2: but you can also invest in the ETF which invests
• 5:02
  Speaker 2: in all of those companies in different level low percentages.
• 5:05
  Speaker 2: So that's another way to go about it.
• 5:07
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