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Study Hall: AMD vs NVIDIA, Who Will Come Out on Top? · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
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  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
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  Speaker 1: border and families will be protected.
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  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Let's talk about AMD launching a competitive chip to in video.
• 1:08
  Speaker 4: Will they be able to overtake Nvidia this year or next? So?
• 1:11
  Speaker 3: Obviously in video has led the race, especially this year
• 1:16
  Speaker 3: when it comes to chips. So AMD is, you know,
• 1:20
  Speaker 3: probably their second number runner up. Yeah, do anything. So, yeah,
• 1:26
  Speaker 3: let's talk about the new product and will they be
• 1:28
  Speaker 3: able to take the crown from in video.
• 1:31
  Speaker 5: I don't know if they'll be able to take the
• 1:32
  Speaker 5: crown per se, but it was necessary for them to
• 1:35
  Speaker 5: have a competitive offering. We've seen this in with excuse me,
• 1:39
  Speaker 5: with Chat GPT, then Google Bar came out. Google Bar
• 1:43
  Speaker 5: probably won't surpass Chat GPT, but you have to at
• 1:46
  Speaker 5: least have an offering. AMB chips are amazing, especially on
• 1:50
  Speaker 5: a gaming side.
• 1:52
  Speaker 6: I love in video.
• 1:53
  Speaker 5: I've been using their chips for like maybe three or
• 1:55
  Speaker 5: four years. But their CEO I love though. That's why
• 1:59
  Speaker 5: I said, like when she was like starting to sell
• 2:01
  Speaker 5: off some of her shares, I wasn't concerned, but if
• 2:03
  Speaker 5: she steps down, I'll get concerned. D in about AMD,
• 2:06
  Speaker 5: but they had to put out a competitive product to
• 2:09
  Speaker 5: at least keep the evaluation high enough and also for
• 2:13
  Speaker 5: this hyper growth to happen in the stock as well.
• 2:16
  Speaker 5: So I think it was well time, well played, and
• 2:18
  Speaker 5: they've been battling for a while for a few years,
• 2:21
  Speaker 5: like AMD was in the league in terms of perception
• 2:23
  Speaker 5: and then Nvidio just ramped everything up. So there's been
• 2:26
  Speaker 5: a great joustond match between in video and CEO and AMDs.
• 2:30
  Speaker 6: I think it was well played.
• 2:31
  Speaker 5: They'll be the number two player in the space for
• 2:34
  Speaker 5: a while, but it was definitely needed. So like an
• 2:36
  Speaker 5: Intel or TSM didn't put out a product and it
• 2:40
  Speaker 5: would be in a second place.
• 2:41
  Speaker 4: So it was well played.
• 2:42
  Speaker 7: Yeah, I think they're number two, and that's okay. It's
• 2:45
  Speaker 7: okay to be number two, especially when we talk about
• 2:47
  Speaker 7: being one or two in your in your sector, and
• 2:50
  Speaker 7: this is like a subsector when we talk about semiconductors.
• 2:53
  Speaker 7: But like you said, I think the most important thing
• 2:56
  Speaker 7: is that they didn't rush.
• 2:57
  Speaker 6: Yep.
• 2:57
  Speaker 7: So when we talk about timing chat GBT becomes a
• 3:01
  Speaker 7: real conversation. February March, we start to see and videos
• 3:05
  Speaker 7: start to pick up. Obviously it's had a crazy year.
• 3:07
  Speaker 7: They didn't rush, right, This wasn't they took their time.
• 3:10
  Speaker 7: It wasn't like what Microsoft says, Hey, we're we're invested
• 3:13
  Speaker 7: in opening I open AI and Google says all right,
• 3:16
  Speaker 7: well here comes our version. And it was rushed and
• 3:19
  Speaker 7: there was mistakes and now you got to go back
• 3:22
  Speaker 7: to the drawing board and see how we can correct bart.
• 3:25
  Speaker 6: It's okay to be number two. Will they pass them
• 3:27
  Speaker 6: this year?
• 3:28
  Speaker 4: No?
• 3:29
  Speaker 7: What it does do is now it's like, okay, if
• 3:31
  Speaker 7: these are the clear cut favorites, who else can be
• 3:34
  Speaker 7: a part of this conversation now? And so you start
• 3:38
  Speaker 7: looking at and we talked about this AI as a company.
• 3:41
  Speaker 6: If you even look at Oracle, Oracles, how a hell
• 3:44
  Speaker 6: of them?
• 3:44
  Speaker 7: Like I was surprised during this if you look at Oracle,
• 3:48
  Speaker 7: this is like and when we talk about these just
• 3:49
  Speaker 7: storewarth companies that have been here for a while. Larry Ellison,
• 3:52
  Speaker 7: one of the wealthiest people in the world, one of
• 3:54
  Speaker 7: the best CEOs, one of the best CEOs. The company
• 3:58
  Speaker 7: just has quietly when we're talking about software enterprise, it's
• 4:02
  Speaker 7: quietly going on a run fifty percent of this year.
• 4:05
  Speaker 7: And it's because they're figuring out how they incorporate AI
• 4:08
  Speaker 7: inside of what they're doing already. Yeah, and so AMD
• 4:12
  Speaker 7: and video clear cut favorites. But especially for people who
• 4:16
  Speaker 7: are listening and watching, look at the companies who have
• 4:18
  Speaker 7: been around for a while, not Intel, We're trying to
• 4:21
  Speaker 7: figure out how we incorporate this because we already know
• 4:24
  Speaker 7: they have the capital and they have the longevity, they
• 4:26
  Speaker 7: have the infrastructure and the infrastructures there we talked about IBM.
• 4:29
  Speaker 7: We were in Toronto, like be onok. These companies are
• 4:33
  Speaker 7: going to figure out a way because they have the
• 4:35
  Speaker 7: enterprise from a software standpoint, the clienteles, their infrastructures, their.
• 4:39
  Speaker 5: Infrastructures, capitals there fitzcloud computing well exactly as well played.
• 4:43
  Speaker 5: And I think we should kill like a little index
• 4:46
  Speaker 5: of like companies that are quietly executed, because even AMD
• 4:49
  Speaker 5: AMD went from what sixty to I think now is
• 4:51
  Speaker 5: that one twenty.
• 4:52
  Speaker 6: It got down here. It was that sixty seven dollars that.
• 4:55
  Speaker 5: Was a steal at the time, now to be at
• 4:57
  Speaker 5: one to twenty probably in the year round one third.
• 5:01
  Speaker 5: But the companies that are being really quiet, those are
• 5:03
  Speaker 5: the ones you need to keep your eyes on. The
• 5:05
  Speaker 5: ones that are making announcements all the time or ended
• 5:08
  Speaker 5: up in like the Reddit forums as the next hot thing,
• 5:11
  Speaker 5: they usually don't make it. But Oracle surprise me, they're
• 5:14
  Speaker 5: so all the compete. Will Microsoft on the zor side
• 5:18
  Speaker 5: a little bit more so? That is a dark horse
• 5:21
  Speaker 5: in an AS space for sure.
• 5:23
  Speaker 4: I mean it's never okay to be number two.
• 5:26
  Speaker 6: Talk that talk tell us a lot. No no, no for them,
• 5:29
  Speaker 6: for them.
• 5:30
  Speaker 7: Of course you want to be number one, But I'm
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• 7:23
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:27
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 7:31
  Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
• 7:35
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:39
  Speaker 1: some of the heinous migrant criminals caught because of President
• 7:43
  Speaker 1: Donald J. Trump's leadership. I'm Christy Nohm, the United States
• 7:47
  Speaker 1: Secretary of Homeland security. Under President Trump, attempted illegal border
• 7:51
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 7:55
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 7:58
  Speaker 1: were here illegally, your next you will be fine nearly
• 8:02
  Speaker 1: one thousand dollars a day, imprisoned and deported, you will
• 8:06
  Speaker 1: never return. But if you register using our CBP home
• 8:10
  Speaker 1: app and leave now, you could be allowed to return legally.
• 8:14
  Speaker 1: Do what's right, leave now. Under President Trump, America's laws,
• 8:19
  Speaker 1: border and families.
• 8:20
  Speaker 2: Will be protected sponsored by the United States Department of
• 8:23
  Speaker 2: Homeland Security.
• 8:24
  Speaker 7: Right, if we talk about the top two companies in
• 8:25
  Speaker 7: the world, and we're talking about now too and not too,
• 8:28
  Speaker 7: is it okay that your Microsoft and Apple's number one?
• 8:31
  Speaker 3: Oh, it's not okay, Like I said, it's it's are
• 8:33
  Speaker 3: you Are you gonna kill yourself?
• 8:35
  Speaker 7: No?
• 8:35
  Speaker 4: Are you gonna like you know, dismantle your company?
• 8:38
  Speaker 5: No?
• 8:39
  Speaker 3: But don't think for a minute like business is more
• 8:41
  Speaker 3: competitive than anything in the world. So don't think for
• 8:44
  Speaker 3: a minute that any company is satisfied with being number two.
• 8:48
  Speaker 3: And if they are in their SEO, it should be fired.
• 8:51
  Speaker 3: Until now there has to be a number. There has
• 8:53
  Speaker 3: to be a number two, right, it's just everybody can't
• 8:56
  Speaker 3: be number one. But I just want the entrepreneurs as
• 9:00
  Speaker 3: to understand that that's it. You could never you should
• 9:02
  Speaker 3: never be okay with being number two. Now you might
• 9:05
  Speaker 3: be number two, right, and you tried your hardest, and
• 9:09
  Speaker 3: that's all you can be is number two. But you
• 9:13
  Speaker 3: shouldn't be satisfied with just being number two.
• 9:15
  Speaker 4: Correct.
• 9:15
  Speaker 7: So again, and just so we're clear, I'm not saying
• 9:19
  Speaker 7: entrepreneurs that's different. Right, I'm talking about these megacap enterprises.
• 9:23
  Speaker 7: So when I'm looking at a Microsoft and I'm taking
• 9:25
  Speaker 7: us to talk about AMD and video, right, here's what
• 9:27
  Speaker 7: you risk, right when you are the number two in
• 9:29
  Speaker 7: the space. Not saying that you should not strive to
• 9:31
  Speaker 7: be number one, right, that should be the goal. But
• 9:33
  Speaker 7: what you risk is making a crucial mistake that now
• 9:38
  Speaker 7: takes you out of that position. Right, And so you
• 9:40
  Speaker 7: try to make something and you rush. That's why I
• 9:42
  Speaker 7: said timing is so important because they took their time.
• 9:45
  Speaker 6: It took three months.
• 9:46
  Speaker 7: They might have been working on a product before they
• 9:48
  Speaker 7: said all right here it is to the public. What
• 9:50
  Speaker 7: could happen is that they put something out, they rush it,
• 9:52
  Speaker 7: it goes bad. Now forget numbers. You're not even in
• 9:55
  Speaker 7: the top two in the sector. You might fall out
• 9:57
  Speaker 7: of the top five in the sector. Right, So when
• 9:59
  Speaker 7: we're talking about number if you're in the top two,
• 10:02
  Speaker 7: that means that you could be number one safety right,
• 10:05
  Speaker 7: you elevated yourself from the rest of the pack.
• 10:08
  Speaker 3: At the highest levels of the world, they're not happy
• 10:10
  Speaker 3: with being number two. It doesn't matter if you're a
• 10:12
  Speaker 3: local entrepreneur or China who's number two, who wants to
• 10:17
  Speaker 3: be number one arguably, or or like I read Steve
• 10:22
  Speaker 3: Jobs book, I understand how he felt about Microsoft.
• 10:25
  Speaker 4: He was very about Microsoft.
• 10:27
  Speaker 3: So don't ever think that just because the company is
• 10:30
  Speaker 3: a trillion dollar company or somebody's a billionaire that they're
• 10:34
  Speaker 3: comfortable like at the highest level, damn, they fighting harder
• 10:39
  Speaker 3: than anybody to become number one.
• 10:42
  Speaker 4: Everybody wants to be number one. AMD was a.
• 10:44
  Speaker 6: Dollar for such a long time. Twenty eighteen.
• 10:47
  Speaker 5: I think their stock was at twenty seven bucks and
• 10:49
  Speaker 5: they were the darling tax stock to invest in. And
• 10:52
  Speaker 5: that in it past them. They're going to jockey back home.
• 10:55
  Speaker 5: Same with Lebron.
• 10:56
  Speaker 7: They've been in the peak position before, yeah, right, and
• 10:59
  Speaker 7: they want to get there or they could be into.
• 11:03
  Speaker 6: Know what I'm saying is right, you make that mistake.
• 11:05
  Speaker 5: Oh yeah, Intel got so comfortable, and there's a whole
• 11:09
  Speaker 5: bunch of those companies that have just historically gotten comfortable
• 11:12
  Speaker 5: with their gains. Going back to the complacency thing, because like,
• 11:17
  Speaker 5: if you start to slide down that leader board, people
• 11:20
  Speaker 5: end up passing you up and you can't always get
• 11:22
  Speaker 5: that fire back from the retail side or the hedge
• 11:26
  Speaker 5: fund side to one. And also if the products are
• 11:27
  Speaker 5: not good, like have any of us in here use
• 11:30
  Speaker 5: the Intel product the last five years?
• 11:33
  Speaker 4: Chill into you.
• 11:35
  Speaker 6: These are my thoughts, my views.
• 11:38
  Speaker 3: So that's why E Y L Market Monday's number one.
• 11:43
  Speaker 3: And that's and that's difficult. If I've made your money,
• 11:46
  Speaker 3: please put yes and chat And that's difficult to handle.
• 11:50
  Speaker 3: And I'm sure a lot of people want the spot,
• 11:52
  Speaker 3: but they.
• 11:54
  Speaker 6: Work is but they've got to be okay to be
• 11:57
  Speaker 6: a number two.
• 12:00
  Speaker 7: What I was saying, hey, Mike, what you're saying, and
• 12:05
  Speaker 7: I'm not saying they shouldn't strive to be number one,
• 12:08
  Speaker 7: but some it.
• 12:09
  Speaker 4: Is what it is.
• 12:10
  Speaker 5: All information is that listen, get rich off your own
• 12:14
  Speaker 5: information first before everybody try and.
• 12:16
  Speaker 4: Go teach that's a fact. How about that? Yeah? Try
• 12:19
  Speaker 4: that one.
• 12:21
  Speaker 6: You want to slide to to an argument of one
• 12:23
  Speaker 6: and two. He's just been sliding. Slid man.
• 12:29
  Speaker 8: Von my graduates from my school being forced bad drop
• 12:41
  Speaker 8: bag drop Mike, drop back, drop drop.
• 12:55
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 12:59
  Speaker 1: in massachue U. An MS thirteen gang member from Al
• 13:02
  Speaker 1: Salvador accused of murdering a Texas man of Venezuelan charged
• 13:07
  Speaker 1: with filming and selling child pornography in Michigan. These are
• 13:11
  Speaker 1: just some of the heinous migrant criminals caught because of
• 13:15
  Speaker 1: President Donald J. Trump's leadership. I'm Christy nom the United
• 13:18
  Speaker 1: States Secretary of Homeland Security. Under President Trump, attempted illegal
• 13:23
  Speaker 1: border crossings are at the lowest levels ever recorded, and
• 13:27
  Speaker 1: over one hundred thousand illegal aliens have been arrested. If
• 13:30
  Speaker 1: you are here illegally, your next you will be fined
• 13:34
  Speaker 1: nearly one thousand dollars a day, imprisoned, and deported. You
• 13:38
  Speaker 1: will never return. But if you register using our CBP
• 13:42
  Speaker 1: home app and leave now, you could be allowed to
• 13:45
  Speaker 1: return legally. Do what's right. Leave now. Under President Trump
• 13:50
  Speaker 1: America's laws, border and families will
• 13:52
  Speaker 2: Be Protected sponsored by the United States Department of Homeland Security,