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Is It Time to Sell AMD? · Earn Your Leisure

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• 1:51
  Speaker 1: AMD. Yeah, is it time to sell?
• 1:55
  Speaker 3: AMD has historically been one of my favorite companies of
• 2:03
  Speaker 3: all time, and before I was an in video fanboy
• 2:09
  Speaker 3: and the probably led that position. But I think it's
• 2:13
  Speaker 3: time to have a conversation if it's time to cut loose,
• 2:16
  Speaker 3: and I think yes, if AMD gets to fifty sixteen cent,
• 2:22
  Speaker 3: I would then want to reposition in. But when I'm
• 2:25
  Speaker 3: looking at an investment, of course, I'm always looking at
• 2:28
  Speaker 3: to build. Like you said, build a table, right, So
• 2:30
  Speaker 3: who are the four in that space? And if we're
• 2:32
  Speaker 3: going to be honest, am D is not on the
• 2:36
  Speaker 3: Mount Rushmore of chips anymore. They have some considerable competition.
• 2:43
  Speaker 3: I'm not sure you said, what who's.
• 2:47
  Speaker 1: The mount Rushmore? That's like the thing now, who's a
• 2:49
  Speaker 1: mount Rushmore video? Yeah? Yes, m yes, and nol shit.
• 2:56
  Speaker 1: I broke on for sure.
• 3:00
  Speaker 3: Qualkon Yeah, oh you said qualk I said, oh, broakon
• 3:05
  Speaker 3: them to qualkon better too. If we're gonna be real,
• 3:07
  Speaker 3: AMD is entering. I don't want to say it, but
• 3:12
  Speaker 3: intelish like territory of a bear drop. So if I look,
• 3:20
  Speaker 3: they've had seven negative months in the stock so at
• 3:26
  Speaker 3: this point, unless you're getting it at a historical low.
• 3:30
  Speaker 3: Because now, given the climate that we're in with the
• 3:34
  Speaker 3: policies tariffs, Trump versus Powell, the thing that is great
• 3:38
  Speaker 3: about it is that we are interim generation of buying opportunities.
• 3:41
  Speaker 3: But I don't think we've gotten there yet. So fifty
• 3:44
  Speaker 3: five sixteen is one lover that I do like it.
• 3:46
  Speaker 3: If it ever got to twenty five dollars, I would
• 3:49
  Speaker 3: probably put a considerable amount of money there, mid six
• 3:53
  Speaker 3: figures probably, But as of right now, I would not
• 3:59
  Speaker 3: leg to AMD until the market and global economy turns around.
• 4:05
  Speaker 2: Well, I guess I gotta appreciate that you didn't say
• 4:07
  Speaker 2: they were dead. I appreciate it, will take that, of course. No,
• 4:10
  Speaker 2: not dead. Yeah, this is this is Bears territory over
• 4:16
  Speaker 2: the past twelve months. And I'll leave with this in
• 4:18
  Speaker 2: video and video before I had one thousand shares in
• 4:20
  Speaker 2: the video, AMD was the company that was my one
• 4:23
  Speaker 2: thousand shares. I sold some probably when I think we
• 4:27
  Speaker 2: got down to like one thirty, which was all right,
• 4:30
  Speaker 2: we'll let's take profit.
• 4:31
  Speaker 1: My buy in for everybody was seventy five.
• 4:33
  Speaker 2: Dollars and we're approaching seventy five here. And it's interesting
• 4:38
  Speaker 2: you said the fifty five dollars range was just crazy,
• 4:40
  Speaker 2: because if you go out on a five year chart
• 4:42
  Speaker 2: and you look at the trend line, it makes a
• 4:43
  Speaker 2: lot of sense why you said that. Yeah, but yeah,
• 4:46
  Speaker 2: it's below all of our emas that we talk about
• 4:49
  Speaker 2: on market Mondays, whether there is the fifty day, whether
• 4:52
  Speaker 2: it's the one hundred day, two hundred on the yearly,
• 4:55
  Speaker 2: the four hundred day moving average was seventy eight to
• 4:57
  Speaker 2: seventy six, and so we're like floating, right, But well,
• 5:00
  Speaker 2: one p thirteen, I'm sorry.
• 5:01
  Speaker 1: On the one year on the five year chart. Check
• 5:04
  Speaker 1: this out. Four hundred EMA is seventy eight seventy six.
• 5:08
  Speaker 2: And so we're talking back to twenty twenty one, and
• 5:11
  Speaker 2: if you look at that chart, you could be saying,
• 5:13
  Speaker 2: all right, there's some room for optimism. Right in twenty
• 5:16
  Speaker 2: twenty one, when it hit this low level, or it
• 5:18
  Speaker 2: touched that four hundred MA, we saw a bounce up
• 5:21
  Speaker 2: and then we still pulled back in twenty twenty two.
• 5:23
  Speaker 2: And so now we watched what happened in twenty twenty
• 5:25
  Speaker 2: four and that drop now and we're about to hit
• 5:27
  Speaker 2: the four hundred day again. Is there an uptrend? Well,
• 5:32
  Speaker 2: I was still confident about it. If there wasn't so
• 5:34
  Speaker 2: much uncertainty around semi conductors and especially what the president
• 5:37
  Speaker 2: is doing. I guess the only bright news, and we
• 5:40
  Speaker 2: kind of talked about a little bit, is when we're
• 5:42
  Speaker 2: talking about America first in terms of chips. They're the
• 5:44
  Speaker 2: first company to step up and saying like we're going
• 5:46
  Speaker 2: to be the first ones to make our GPU solely
• 5:48
  Speaker 2: here in the United States. I don't know what that's
• 5:51
  Speaker 2: going to mean, especially when the GPU market, I mean
• 5:55
  Speaker 2: it's going to be dominated by in video for the
• 5:56
  Speaker 2: next five years, they will g number two and we
• 5:59
  Speaker 2: kind of like talk about price points a little before
• 6:01
  Speaker 2: we came on camera. That will be to me, the
• 6:05
  Speaker 2: only way that they can break ground in that race
• 6:09
  Speaker 2: for GPUs is to have a price point that's affordable,
• 6:12
  Speaker 2: that makes sense to small cap to new business startups
• 6:19
  Speaker 2: in terms.
• 6:20
  Speaker 1: Of GPU compute. So I still have to share.
• 6:23
  Speaker 2: I still have some calls out to twenty twenty seven
• 6:26
  Speaker 2: on them, So we'll see what happens in the next
• 6:28
  Speaker 2: few months. In terms of certainty with the SEMIS, I
• 6:32
  Speaker 2: know they're supposed to be a tariff coming on them.
• 6:36
  Speaker 2: But yet, if I'm doing it today, I like the
• 6:38
  Speaker 2: level you said, seventy eight would be a level that
• 6:43
  Speaker 2: it's all right. You know what, if I haven't invested
• 6:45
  Speaker 2: it before, this might be a good opportunity. But yeah,
• 6:48
  Speaker 2: I can't see it going down to twenty five for sure.
• 6:52
  Speaker 2: If we get if we get lowered than seventy five,
• 6:55
  Speaker 2: then we're dropping down to the sixties for sure.
• 6:57
  Speaker 3: So Rasha, you want to go to your theory about
• 7:01
  Speaker 3: you had to take.
• 7:01
  Speaker 1: It a year about uprising, Let's go there. Let's go there. Well,
• 7:07
  Speaker 1: let's see if he wants to because he wants the
• 7:10
  Speaker 1: same way.
• 7:12
  Speaker 4: Well, it's one of these things. Before we go to
• 7:14
  Speaker 4: AMD and is down fifty five percent bearish, it's beyond bear,
• 7:19
  Speaker 4: that's polar Bears.
• 7:22
  Speaker 1: But also this goes back for real.
• 7:25
  Speaker 4: So this goes back to the theory of individual stocks
• 7:31
  Speaker 4: are very risky. It's not a good idea to invest
• 7:34
  Speaker 4: in individual stocks. Even Ian when he says it's like
• 7:37
  Speaker 4: two texts to index, it's only two stocks. It's extremely
• 7:40
  Speaker 4: dangerous to invest in individual stocks because even if every Facebook,
• 7:45
  Speaker 4: we've seen two stocks go up and come down. Historically
• 7:49
  Speaker 4: Facebook back to damn damn it back to fifty two
• 7:51
  Speaker 4: weeks low. If it's continued to trend for another week. Tesla,
• 7:54
  Speaker 4: we saw that skyrocket. So it's like even a good company,
• 7:59
  Speaker 4: you never know you can environment, political environment, it's safer
• 8:05
  Speaker 4: to invest in an index fundel ETF. It's just it's
• 8:10
  Speaker 4: it's you're you're playing a very dangerous game when you're
• 8:14
  Speaker 4: putting money in the individual stocks, especially substantial amount of
• 8:19
  Speaker 4: money that's not that's dangerous. And AMD is a company
• 8:22
  Speaker 4: that yeah, it's just down damn there's sixty that's dangerous, right,
• 8:32
  Speaker 4: Like if you have a lot of money in there,
• 8:34
  Speaker 4: or if you're trading, because if you're trading, you're going
• 8:36
  Speaker 4: to lose me more So, I think that this is
• 8:42
  Speaker 4: highlights that if you want the chips as some h
• 8:46
  Speaker 4: H is not down as much as that, right, Like,
• 8:50
  Speaker 4: it's just a safer way to go about it. And
• 8:52
  Speaker 4: the number one rule is safety first, Like you gotta
• 8:56
  Speaker 4: play defense. They always got to play defense. So we'll
• 9:00
  Speaker 4: see what happens with AMD. But yeah, it's dangerous times
• 9:07
  Speaker 4: right now that we're.
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