I'm Buying AMD Over Nvidia Stock in 2024 (Here's Why)

Рет қаралды 391,733

Күн бұрын

#amd stock is setting up for a great 2024 and might even be a better buy than #nvidia ( #nvda stock ). Before the next AMD earnings call, let's compare AMD and Nvidia in terms of data center GPUs, which they both sell to power Generative AI applications like #chatgpt by #openai and then look at their automotive chips, like the kind AMD sells to #tesla ( #tsla stock ). With Nvidia facing so many supply limitations, the AI and semiconductor markets could be big enough for 2 winning stocks, potentially making AMD stock one of the best stocks to buy now!
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» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
» Advanced Micro Devices (AMD Stock) Valuation: simplywall.st/stocks/us/semic...
» Tesla (TSLA Stock) Valuation:
simplywall.st/stocks/us/autom...
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» Podcast: • E5: Our Top 5 Stock Ma...
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Timestamps:
00:00 AMD Stock in 2024
01:03 AMD MI300X AI Data Center GPUs
05:54 AMD EPYC Data Center CPUs
08:01 AMD Ryzen AI Consumer CPUs
10:00 AMD Radeon GPUs & Gaming
12:11 AMD Embedded Chips & Tesla
Resources & References:
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/

Пікірлер: 833

@DoughRollers-tb5li 9 күн бұрын

You can never say never to opportunity like S&P 500 ETFs, VOO which is up. I’m being instructed by an intelligent investor to buy more anytime it drops, cashing up along the way on every moves, also incorporating new stocks.

@mondimlotshwa3958 9 күн бұрын

SPY, IVV, VOO, VTI hitting the scene so far. These ETF's doing just fine.

@jessicamegan5850 8 күн бұрын

There’s much uncertainty now, my question is what tech stocks can be the next wave in terms of growth for the next decade?

@DoughRollers-tb5li 8 күн бұрын

Stocks is not only about anticipating moves based off trends but anticipating through participating behind real top performers and attain how they execute perfectly.

@DoughRollers-tb5li 8 күн бұрын

Frost hilda take good care of my holdings giving me an edge to successful interest.

@jessicamegan5850 8 күн бұрын

I just opened a fidelity individual account, what should I buy?

@aliyuabdullahi3231 15 күн бұрын

As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?

@leahwilliams7489 15 күн бұрын

The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.

@douglascrawford2563 4 ай бұрын

Always appreciate your input and professional production. It's good to step back and weight the developments of each company. Even Intel could surprise us with some leap-frog development.

@TickerSymbolYOU 4 ай бұрын

Very true!

@user70331 4 ай бұрын

@TickerSymbolYOU not at this valuation, if it pulls back to 100-120 I will think about it 🤔

@ahmedchowdhury3391 4 ай бұрын

Bring some billion to jagx stock 100x potential phase 3data coming.....we don't need trillion we need one billion stock will 200x

@lordlee6473 3 ай бұрын

Intel? lol. All they can do is stealing from TSMC by forcing them to open a 5/3nm fab in Texas. They still can’t make 7 nm chips while Huawei made it under strict sanctions. How incompetent Intel has to be to end up here even with free access to everything.

@treydrier3169 2 ай бұрын

@@user70331 You need to understand the AI market is just now starting to take off. AMD will not be 100-120. With interest rates holding steady and likely dropping later this year it will only provide additional fuel to the AI market.

@neuromd42 4 ай бұрын

I appreciate the synopsis at the beginning and because of it I watched the entire video.

@weAllCin 3 ай бұрын

Same

@TheEarlVix 3 ай бұрын

Ditto. Plus that's the best way to get people to watch the whole video by valuing their time.

@user-pw2qm2zk6b Ай бұрын

@@TheEarlVix Honestly that gesture alone was so novel it gained a good deal of respect. I'd like to think it played a roll in my viewership, beyond the quality of the man's content.

@bobbyburns1404 4 ай бұрын

This channel is dope, Love the intro and ‘not keeping hostage’

@Waersted 4 ай бұрын

Agian mah man, love your in-depth videoes, where you dont just talk statistics and show graphs - you actually explain the company, competitors etc etc. love it

@Barb4sale 2 ай бұрын

This didn’t age well lmao

@troyturner2646 2 ай бұрын

Exactly m, I can’t stand false profits I bet he made a lot of people go bankrupt

@rickjames08 2 ай бұрын

@@troyturner2646 that’s a bit of an overreaction. He is not their financial adviser.

@_MFender 2 ай бұрын

Just came to say the same thing

@goosedealer945 2 ай бұрын

Guys nothing happened, AI is just starting

@yoda5191 Ай бұрын

AMD is fine and had a healthy correction it is not worth 230 atm we gotta wait for next earnings it has a solid support line of 175 most people crying are just being greedy and are the ones that are gonna lose out

@nicod4 3 ай бұрын

@TickerSymbolYOU, in your video you mentioned customers need to wait almost 12-mth to get hold of H100 chip. Even if they order AMD which comes from the same manufacturer (TSMC), will have similar wait times.

@tyekins5484 4 ай бұрын

It’s a win win for me. Bn buying AMD since it was 10 bucks and Nvdia since it was 140 bucks. My portfolio had bn smiling since last year.

@laksamanafadian1081 3 ай бұрын

HI SIR, i am wondering why people pick NVDA when the demand of AI chip is temporary (people and company buy chips once in datacenter) and there may be overpopulated GPU just like when the demands of cryptomining is high. So, may i know your insight?

@captainloaf4767 3 ай бұрын

The demand of AI chips will not be temporary this is just the beginning

@analynyogoretrier 2 ай бұрын

Do I need an online brokerage account to purchase AMD account? What can you recommend?

@shittedmypants9134 2 ай бұрын

@@analynyogoretrier wtf r u saying

@Rilanit1000 2 ай бұрын

HAHAHAH @@shittedmypants9134

@joseba10 4 ай бұрын

Bravo for introducing the agenda first. Good format. You have a new subscriber :-)

@balkanjoker3111 3 ай бұрын

Bravo😂😂😂😂

@Rohch0 2 ай бұрын

Alex-thanks a lot. Whats yours price target for amd in 1,2…5 years ?

@Mary-Jane12 3 ай бұрын

Thanks for the information. How do you evaluate Nvidia's valuation and future earnings potential as an investor?

@maloukemallouke9735 3 ай бұрын

Thank you, for machine learning it's realy important to work with Nivdiea specialy with Tensore processor and the large VRM

@tinman1071 2 ай бұрын

thanks for the vid just what I needed. The algo is working well

@AjitMD 4 ай бұрын

NVDA has open proprietary architecture with value added chain including system integration, CUDA software platform and applications. There is high switching cost. AMD is trying to catch with semiconductors, but generic software and applications. NVDA has great revenue growth and great cash flow and reasonable forward PE. AMD is expensive with small margins. Just like the early days of Winter until the market matured decades later. Yes, NVDA is a saffer hold.

@GoblinSlayer8009 17 күн бұрын

👍

@wenyaoyao66 3 ай бұрын

Thanks so much, for teaching me about AMD. I bought some stock two years ago, even though I didn’t know much about it.

@LoveForTheTruthTV Ай бұрын

You make things plain. Just subscribed.

@francisdelacruz6439 2 ай бұрын

And what library will you use for the AI chip. Almost all are CUDA based. Maybe in 5 years. But by then...

@27customer 2 ай бұрын

Hi, do you think it is still worth buying ARM holding ? Or is it too late, it seems to me already pumped. I put in 5000€ in January, it's very nice, but I don't know whether to continue now that I have some similar amount of money free again. Thanks

@thomaspfeiffer7088 4 ай бұрын

Good video I will say this is one of your best explaining the chips market with the two companies now I have a better understanding what is going on besides the two companies fundamentals Thank good job

@TickerSymbolYOU 4 ай бұрын

Glad it was helpful!

@jasoncullingworth1122 4 ай бұрын

@@TickerSymbolYOU All of your KZfaq videos are extremely informative, thank you for your effort.

@user-zq4pb1lm5k 4 ай бұрын

good luck with that AMD needs to deliver and so far they have'nt I really hope they will pull through but for the last many years they are just behind on the curve both in hardware and software.

@lombax3642 16 күн бұрын

Wow, a no fluff, to the point, transparent and data driven channel on stock picking and company dives - you got a follower

@elkcircle7245 4 ай бұрын

Thanks Alex, very timely call.

@ARIK.R 3 ай бұрын

Alex what do you think about Camtek compeny. Thanks.

@ZupE891 4 ай бұрын

Everyone is getting this wrong.. NVDA and AMD are fine.. but your upside is now limited. All you have to do is look what Sam Altman wants to build.. he knows whats coming.. nVidia and AMD do not make their own chips.. they are not vertically integrated. The diamond hidden in the rough is the long forgotten... Intel. They are already way ahead of Sam

@soloplayer1816 4 ай бұрын

You’re right. Both are good company but bad stock at this price. Intel is the best stock to buy with great upside. Or closed your eye and move forward.

@BALLGAWKER 2 ай бұрын

Your intro got an instant like. Love the transparency. Excited to listen to your opinion because my money is on NVDA.

@prettyflower01 16 күн бұрын

Keep it there.

@lylestavast7652 4 ай бұрын

it's definitely a good counter play. Maybe QCOM on the handheld devices side too...

@TickerSymbolYOU 4 ай бұрын

QCOM is definitely another great one

@user-lp5wb2rb3v 2 ай бұрын

amd is bigger for handheld, especially if they figure out how to be more efficient, or mange to fix that samsung+rdna2 arm cpu

@MauriceMorgan-up9dw 3 ай бұрын

Phenomenal video! Very appreciative of the work you put into this and glad I found your material. 🏆🏆🏆

@TickerSymbolYOU 3 ай бұрын

Glad you enjoyed it!

@billschannel1116 Ай бұрын

The whole time I've owned nvidia, people have been saying this kind of thing about AMD is going to dominate nvidia. This always gives me a smile. As does the "you have to be nuts to invest at such a high PE".

@KENTUCKY-MAMA 3 ай бұрын

Ur experience & knowledge helps lessen some confusion. Keep up the Gr8 videos

@TickerSymbolYOU 3 ай бұрын

Glad to hear that!

@KENTUCKY-MAMA Ай бұрын

U have a twin in Middletown CT area selling Real Estate. As I passed thru thought it was U on billboard ..

@allenliu8820 3 ай бұрын

the thing is that you should buy both because as long as amd, intel, and nvidia compete with each other we will continue to have better and better stock prices

@rudyroedling188 4 ай бұрын

Thanks for a lot of interesting informations!

@YoureDoingItPeter 4 ай бұрын

Up 6% today bravo. It's doubled tho in 3 months.. Is starting a position wise?? Or adding now?

@edwardyang4880 2 ай бұрын

There is enough space for both, no need to kill each other.

@TickerSymbolYOU 2 ай бұрын

This guy gets it.

@Lang2k Күн бұрын

Thank you for the recap before the video and not holding us hostage. You rock

@Zendefone 4 ай бұрын

Great vid, but would be better if it's released before AMD stock went up so much (even relative to NVDA), right after AMD's AI event and blog posts. Not trying to be an ass and i appreciate the vid, just a feedback on the importance of speed covering such a fast-moving sector like AI.

@user-tk7sc4gz2v 4 ай бұрын

AMD is good in hardware but NVDA is good in Hardware and Software both. Just see the CUDA development, its well understood in local llm community that you'd need nvidia to run llm properly. It works on AMD(I am running it) but with a lot of workarounds.

@Singuy888 4 ай бұрын

When Nvidia is selling their GPUS for 40k when AMD is selling theirs for 15k, then you multiply this by hundreds of thousands...it is to the benefit of every company to implement the work around because it will save them billions of dollars. And once the work around is implemented, then they can optimize it and get it working just as if not better than the H100. The entire AI community is rallying to get AMD hardware working due to Ngreedia and their shortages.

@bertobertoberto3 4 ай бұрын

That’s the traditional argument but AMD has made strides in software (gpgpu) and AMD as you said is excellent in hardware and not just GPUs but a leader in CPUs both desktops and mobile

@venal7 4 ай бұрын

The community has had Open CPI and CL for years as I am aware. CUDA somehow came out ahead. I loved AMd 10 years ago but they just couldn’t seem to get ahead.

@obijuan3004 4 ай бұрын

AMD is a good company, but they never seem to take the lead. They are in perpetual 2nd place.

@user-tk7sc4gz2v 4 ай бұрын

Interesting that nobody mentioned ROCm while talking about AMD. Well, that shows how weak their current market is for retail AI.

@kaigainik1 3 ай бұрын

thank you so much for telling me, and teaching me about the cpu, gpu and their market. i love it.

@DoniCato 3 ай бұрын

That Lisa Hsu interview was last Nov/Dec 2023 AMD price was trading at around $116 as per the share price on the background N the blogger is now reporting on AMD booming 6 days ago

@obiwuan 2 ай бұрын

they still got to pay royalties to ARM right? like all other big player (nvdia,aws, appl, goog)

@osuperduke1 4 ай бұрын

What do you think about Tenstorrent?

@markburuma511 4 ай бұрын

Do u know if there are some start up companies up coming that would be worth investing in?

@markrobertdevison1227 4 ай бұрын

I'm staying with NVDA but it wouldn't hurt to have a position in AMD, just not as big as an NVDA position. Or own one of the two and add LRCX to your portfolio. That way they aren't over lapping.

@EngineeringAdjacent 4 ай бұрын

I own both. No reason not to. AMD is #2 in this space, but it’s a distant #2.

@markrobertdevison1227 4 ай бұрын

@@MirabelAnderson522 I do not need any help, I do very, very, very well on my own. I also advise others to learn investing principles and invest their own money on heir own. Take care.

@markrobertdevison1227 4 ай бұрын

@@EngineeringAdjacent It's not to late to buy LRCX, even though it keep gaining traction. Just might be one of the best buys for 2024!

@r.jay2691 4 ай бұрын

I still can’t believe I was buying this stock in 2020 at $50 a share and still holding today 😜🚀🚀🚀

@TickerSymbolYOU 4 ай бұрын

Legend!

@RickSanchez-dn6rd Күн бұрын

Excellent ! :)

@feyyazogunc1868 2 ай бұрын

In which video you had Neurolink IPO informatıon by Dizraptor Fund?

@MatthewMS. Ай бұрын

I like this Channel a lot and following the last few months thx man go nvda it’s been fun

@franciscof7192 4 ай бұрын

good information and still learning about AI. Any thoughts on MRVL?

@snowballandpals 2 ай бұрын

Not as sexy but Marvell is solid

@ahuynh9947 3 ай бұрын

Thanks for sharing...love it

@TickerSymbolYOU 3 ай бұрын

Thanks for watching!

@StudioOriented 4 ай бұрын

I've been buying both

@user-ml9ez9ui9m 3 ай бұрын

That means AMD got significant capacity support from TSMC, great job Lisa

@Orcalein7367 2 ай бұрын

Very well presented ... valuable research - Thank you

@TickerSymbolYOU 2 ай бұрын

Glad it was helpful!

@monicaj3023 4 ай бұрын

thanks, why not buy a little of both?

@benjay8178 2 ай бұрын

Thank you. Brother great job

@grilsegrils9330 4 ай бұрын

AI implementation in Libre Office Calc is all that I know that already want from AI. ChatGPT isn't to interesting to me yet. There is probably a lot to learn about AI coming. But a spreadsheet assistant from AI is what I know I would want. It has to be an open source spreadsheet

@azphoenix6684 4 ай бұрын

great analysis, great job

@robbier3661 2 ай бұрын

thanks for doing this ....excellen t and in formative !!

@TickerSymbolYOU 2 ай бұрын

Glad it was helpful!

@Seoulsearch616 3 ай бұрын

Your videos always deserve a 👍🏼. I appreciate all the work and research you put into them.

@TickerSymbolYOU 3 ай бұрын

My pleasure. I appreciate you!

@chillociraptor5007 2 ай бұрын

This aged like milk with NVIDIAs recent event.

@fh1466 4 ай бұрын

Just bought 23k in AMD stock today. Now i wait 🥳

@JnMyNy 3 ай бұрын

Should've bought nvda....don't just listen to someone on here. Bad buy at these prices they're lagging hard rn compared to nvda.

@erwindt7733 3 ай бұрын

NVDA will soon drop, needs to cool off a bit. Waiting and waiting…

@RickSanchez-dn6rd Күн бұрын

@@erwindt7733 Damn & now @ $1034. NVDA just jumped $650ish - $1034 in that time. It is the long haul that is the most important thought for AMD, the backlog of 11 months is interesting.

@sshlubb243 3 ай бұрын

LMMFAO...I'm up 200pts over a 5 week period...Good luck with AMD....But you've been left in the DUST...

@Asphenneo 4 ай бұрын

your videos are damn good, sir.

@Alban.Bytyqi Ай бұрын

Thank you Alex. Very much appreciated

@TickerSymbolYOU Ай бұрын

My pleasure!

@TerrainNodes 4 ай бұрын

Doesn't TSMC manufacture for both Nvidia and AMD? So the long lead time point doesn't really matter since they both go through the same manufacturer?

@jmc8076 3 ай бұрын

AMD, Apple, ARM, Broadcom, Marvell, MediaTek, Qualcomm, Nvidia and more. One maybe slight quicker lead time depending on contract. TSMC relies on similar mining cos for base materials.

@Maxfisg22 4 ай бұрын

You should have mentioned the current implied growth rate and multiples already being priced into the stock to have a more comprehensive analysis. AMD has a much bigger forward multiple as it is today so without factoring that into the analysis I wouldn't be so sure about buying it over NVDA. Just a thought. Otherwise I like the informative pieces of your content. Appreciate it.

@TickerSymbolYOU 4 ай бұрын

You're right. The reason I didn't talk about that is because they report earnings next week and that would change those multiples big-time.

@Maxfisg22 4 ай бұрын

Great point! Will stay tuned in.@@TickerSymbolYOU

@Singuy888 4 ай бұрын

Their non-gapp forward multiples are not that bad. People are looking at their Gapp multiples which is artificially very high due to their Xillinx amortization when they bought them with shares and not cash.

@mniay 4 ай бұрын

Yes but keep in mind that NVIDIA came out with H100 months before so their current multiples based on last few earning reports include the benefits of the AI craze. So it is natural that NVIDIA's numbers look much more solid. AMD's MI300 was kicked off in calendar Q4 of 2023. This upcoming earnings is the first time their financial statements will actually reflect MI300 sales. To put it in another perspective, NVIDIA's recent appreciation started on that first blowout earnings, AMD's appreciation has started before their "first" earnings. Only after a couple earning reports from AMD can we actually start comparing them.

@geekvsmachine 4 ай бұрын

I always appreciate your thorough analysis. Are you cautious about buying at this level when their P/E is … *checks notes* … >1600 😅?

@TickerSymbolYOU 4 ай бұрын

No because I know when and when not to use that ratio :)

@Tanya401life 4 ай бұрын

Great video Alex! I like that you distinguished between both use cases. It helps people, like myself, who aren’t tech savvy.

@TickerSymbolYOU 4 ай бұрын

Happy to help!

@drgta6 3 ай бұрын

Nvidia has a huge head start in this space though. I'm only buying AMD as a hedge, but I have more Nvidia shares.

@larrynicastro4769 3 ай бұрын

MU looking good ....stay long...

@lachlanB323 4 ай бұрын

I recently bought an AMD CPU for a PC build. I guess that is why I am being recommended this video lol. I also watch investment channels so it is cool to look at the company side of the product you buy.

@arieszona 2 ай бұрын

You earned your like bro 👍🏼✨

@judd7699 2 ай бұрын

So Alex - after speaking with Larry has your view changed on the price of Nvidia and AMD?

@santiagocarreno5881 4 ай бұрын

These 2 are the center of my stock portfolio; so far I have earn from BVDA nominally but quite more percentually from AMD; I also bought some Intel

@JustIandI7695 4 ай бұрын

Looking to get some more AND will there be a pull back soon? Great video as always, thank you.

@TickerSymbolYOU 4 ай бұрын

Glad you found it helpful!

@TheTruthSeeker756 2 ай бұрын

Wow amazing video. As good as top analyst.

@gressvikgutten 2 ай бұрын

"I'm not here to keep you hostage" - immediately made me subscribe 😁

@BK-sx5ps 3 ай бұрын

So about that...

@TickerSymbolYOU 3 ай бұрын

I’m happy buying both

@I.B1 4 ай бұрын

So you are buying it even at these prices? Or waiting for at least some pullback?

@dek2000utube 4 ай бұрын

Are you simply adding to your AMD position, or are you planning to sell some NVDA to buy more AMD? What are your one and two year price targets for both? Thank you!

@stefantest5320 4 ай бұрын

I wait for the AMD earnings, because I can't find any current benchmark of the MI300 or MI300x. Where is it? I can't find it.

@frazze8097 4 ай бұрын

Q4 reports release soon in feb

@PHOBIAx57x 3 ай бұрын

AMD often dips after earnings too

@zachinvest 3 ай бұрын

I’m buying both.

@EL-em3mn 3 ай бұрын

I have a 3:2 ratio of nvidia vs amd. I think you can't go wrong with either but i am far from an expert. I think 2024 should be a good stock year based on historic election year returns so i will DCA into each some more as i am also interested in crowdstrike and aws from your previous video. I think Microsoft is also a must add for me and Amazon might be there also but i have to liquidate some etfs first.

@pammorris7521 4 ай бұрын

If China disrupts Taiwan how does that affect chip availability for both AMD and NVIDIA ?

@TInyK12 4 ай бұрын

Let’s not worry about that and I buy all the dips!

@mistermcluvin2425 4 ай бұрын

Hi, thanks for the great video and information. I have a lot of NVDA but I have thought about getting into AMD. Can you tell me why AMD's PE ratio is 1,681?? NVDA is like 78 so...I never got that. Is that because most of the benefits for AMD is speculative at this point? We think/suspect they will take all this market share and profit from it?

@TickerSymbolYOU 4 ай бұрын

It's because AMD has low earnings. A better ratio to use for them is P/S (price to sales)

@mistermcluvin2425 4 ай бұрын

@@TickerSymbolYOU Ahh..ok, thanks. Let me take a close look at them.

@RG-si6dy 2 ай бұрын

I only have 13 amd stock. I also only own 10. MSFT stock. AMD has given me a much higher percentage return and because of that i am thinking of selling my MSFT stocks and buying AMD with it. Is that a good move?

@LL-tc1pn Ай бұрын

Alex - Thank you so much for your insights and expertise on AI chips. I was wondering if you are familiar with Taalas - they're making the next gen AI chip meant to fundamentally change chip designs by layering the wafers with silicon, essentially bringing the data center into the chips. 2 of the 3 cofounders were instrumental in the development of N100; they recently raised Series A round, co-led by Pierre Lamond. Any thoughts on Taalas? Your comment about powering the data centers being super expensive; and with the current capacity of the rest of the data center, N100 is only operating at 10% of the capacity of the chip, but still drawing 100% of the power. Do you see the Taalas chips solving that issue?

@JoesInvestmentExpress 3 ай бұрын

Buying both AMD and NVDA on pullback bounces is the best option imo.... And maybe throw in RMBS as a wild card

@Notaslave1961 4 ай бұрын

Hype it some more! FOMO and JOLO! Moon Bois!

@oluadroit8692 4 ай бұрын

If I recall well from one of your previous videos, you said Nvidia over Amd. What's changed?

@HepCatJack 4 ай бұрын

Exactly, What went from second to third base.

@TickerSymbolYOU 4 ай бұрын

Nvidia's price jumped another 20%

@slavikpetrakov7822 4 ай бұрын

@@TickerSymbolYOUso did AMDs

@timduncankobebryant 4 ай бұрын

@slavikpetrakov7822 I wouldn't listen to these financial KZfaqrs much. Lots of of flippyty floppity😂

@HepCatJack 4 ай бұрын

@@timduncankobebryant electronics still use flip flop circuits.

@Raps2019 3 ай бұрын

Great analysis

@TMOWLAVI 4 ай бұрын

Can you please do a video on KASPA coins? Thanks

@buyerclub2 4 ай бұрын

So I have owned and held both for many years. And neither was AI the major impetus why I purchased. You may find it interesting. On the case of NVDA, I was working at a software company focused on 3d modeling for building interactive experiences for merchandising. The CTO was adamant that the only graphics cards we would support with our software was Nvidia based. Based on that I purchased shares of Nvidia. Now I did over the years trade it a little, but my cost now is about $200 a share. For AMD, its different, I have to give Linus on YT the credit. He made an episode years back talking about how AMD was beating INTC in processsing benchmarks. I started buying then, and continued over years. My avg share price on AMD is about $33. Now to be honest, I think both are risky and pretty expensive now. Not selling, but not buying. What I think are better semi plays n 2024 are QCOM and INTC. Any opinion? ( I think the semi AI story is well known. Its the :unknown that will bring the big bucks.) One of the reasons I subscribe to you, is that you will bring up that "unknown story". And you base it on facts, not hype

@TickerSymbolYOU 4 ай бұрын

Thanks for the awesome comment. Let me try to address it all: 1) So awesome that you're hold NVDA and AMD for so long! I initially bought NVDA because my lab at MIT used them as accelerators for different kinds of sensors and I got the same kind of info from my boss back in 2016: Nvidia cards were the only ones our projects could work on. I held AMD because they were the only other company making GPUs like Nvidia! So, similar story here :) 2) The great thing about QCOM and INTC is they're in fundamentally different markets -- edge devices. They are really attacking inference. The stock market calls all of these companies "semis" but in reality, the training market only has a few players (NVDA, AMD, INTC maybe) and the inference market does too (add QCOM). So in my opinion, you can hold ALL THE MAJOR PLAYERS in two MASSIVE AI markets (training, inference) in just a few stocks. The unknown is WHO will bring in the big bucks over the next few years. But the KNOWN is that the big bucks are in semis now and will transition to devices and then software over the rest of the decade.

@chinchowpowpook 4 ай бұрын

Not yet factoring u sell call for long period..will be impressive

@phvaessen 4 ай бұрын

I agree with you, this channel is very interesting, and factual. I too bought Nvidia in 2016 at $8 (split included) I sold only 10% when I was estimating it oversold, bought back more shares with the profit. I hold much more shares now with the initial investment. In 2016 it was obvious AI would be something big. AI is pattern recognition, like the human brain it is parallel processing, GPU's should be the tool to break trough, and I had been impressed by Jensen Huang's presentation. AMD, I waited until 2020, It was clear Lisa Su could dramatically save AMD, and COVID would be a major push for the PC market. The future might be more on the edge: much smaller and everywhere (ARM based ?) I see Nvidia as THE major driver of AI, Metaverse, 3D layered GPU's (future innovation), accelerated computing, and many other . Jensen has setup an ecosystem and a comprehensive platform that gives NVIDIA a long term MOAT. AMD will do great in the short term, one or two years, but they are competing on too many markets without a strong MOAT. AMD is less expensive than NVIDIA, but the market is also not willing to pay the same premium as for NVIDIA. Both (and Qualcomm) will do great, Intel has to struggle against it's internal culture pushed by the former CEO, Pat Gelsinger is the right man to get Intel back into R&D mode, Intel is a turnaround stock.

@buyerclub2 4 ай бұрын

@@phvaessen love your intelligent comment. I think your analysis right on I like intc both because of turnaround and manufacturing story. Also like that they benefit from chip act

@valireklaam 3 ай бұрын

when it comes to AI its either NVDA or AMD, for others the ship has sailed , not capable to catch them, correct ?

@ecki1670 2 ай бұрын

Great content! Thank you

@TickerSymbolYOU 2 ай бұрын

My pleasure! Thanks for watching!

@JasonSmith80513 4 ай бұрын

You just made a pretty good argument that Nvidia can't keep up its current top line growth, which is a good reason to trim at these prices.

@henrytep8884 3 ай бұрын

Own both.

@donovan1333 4 ай бұрын

Is it worth buying nvidia at these levels ? If not, what’s a good buying price ?

@lavi688 4 ай бұрын

I’d be looking at Intel to dip $45 for buy in. I bought AMD at $78 and although I still see growth at $145. I see Intel x2ing vs AMD which will probably x0.25 -x.50. Nvidia two years ago had a x3 stock split and it’s already back at $500. You can wait for another split but I feel it’s over valued/inflated. Look at the market cap of Intel vs AMD. Intel has a smaller market cap I believe (I could be wrong as I was looking at them a week ago) produces more CPU chips than AMD, has been investing in chip plants in Israel, US and Germany. A long way of saying it’s under valued BUT it does spend a lot for RnD. Something to be weary of. $45 worth the buy in imo.

@papogoya9834 2 ай бұрын

Ticker please be honest with me if you had to invest only in one company which one will u choose

@matthewcarroll2533 2 ай бұрын

You know how many times I've wished someone would just say "hey put money into this, I have experience" but no one will do that because the future is 100% a mystery, even to the best investors. It is frustrating if you're trying to build an investment base.

@styx1272 4 ай бұрын

Thanks again Alex. The AI generated movie market may rise out of nowhere. Perhaps some sort of hybrid system where the movie is constructed in a server farm and then tweaked to the customers interests on a less powerful AI TV or Goggles using a smaller AI chip. Consumers are lazy and would prefer all the thinking is done for them. Just a idea of the possibilities that all these AI chips might be used for.

@CaptainHemiTorch 4 ай бұрын

Good luck with that!

@MathiasManon 2 ай бұрын

Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.

@CharlotteJackson-me9ew 2 ай бұрын

I guess it's lmportant to reassess your lnvestment-strategies based on current market conditions. You should also consider a market exprt to guide_ you.

@GeorgeOscar-oo9ih 2 ай бұрын

Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.

@GeorgeOscar-oo9ih 2 ай бұрын

@ChloeEthan-od3ce 2 ай бұрын

Exactly, a good number of people discredit the effectiveness of financial advis0rs/experts, but over the past 6years, I’ve had one consistently restructure and diversify my port-folio/expenses and I’ve made over $3miIIion in gains… might not be a Iot but my port-folio can stand the test of time.

@user-zy5oy9jx4u 2 ай бұрын

@@ChloeEthan-od3ce Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

@coulterjb22 4 ай бұрын

I agree wholeheartedly. I doubled my position yesterday (should have waited for today :( ). This ai push isn't about a.i. toasters, its about big businesses trying to stay ahead of other big businesses....and they aren't short on cash. Godzilla 2.0. This year it will be a wild ride but a fun one with with more ups than downs. A.i. toasters and PC's will get dragged along for the ride.

@socalboogie1099 4 ай бұрын

Agreed, and not just big businesses that are trying to stay ahead of one another, but nations and governments as well.

@buddy_love 4 ай бұрын

a.i. is mostly for making real life pictures into animated ones.