AMD

"So cousins would be Nvidia and AMD. That's a cousin."

"Uh obviously everybody talks about even Open AI and Anthropic and Nvidia and AMD blah blah blah,"

"Obviously AMD, that was like the focus of the day. AMD, AMD, AMD, right?"

"AMD is going to go crazy as well. They went crazy today and they're going to go crazy tomorrow."

"Okay, another winner would be AMD."

"AMD is officially in crash territory now from those all-time highs it reached uh just at the end of last month. So, it's now down 26%."

"And this is despite AMD moving down [22s] significantly here today. AMD $80,000 [25s] plus dollar move."

"Well, that mean [1184s] chips's wrong, right? That means AMD [1186s] continues to fly. Next thing you know, [1187s] AMD is $1,000, right?"

"That's why AMD has been one of [1155s] the hottest stocks in the stock market."

"AMD, [733s] listen, this puts a big dent in all the [736s] chip stocks armor."

"One, we got huge change for Meta Stock [121s] and we're going to talk about what that [122s] means for AMD, for Micron, for Nvidia [126s] moving forward, as well as other big [127s] tech companies that they might be [129s] potentially competing with."

"today. AMD, [1237s] no bueno, [1239s] Meta flying, Google flying, Amazon [1241s] flying, public count, new all-time highs [1244s] today, right?"

"Meta, AMD goes [1259s] lower, we're still going higher."

"own AMD heavy and then also own [1216s] Meta, Amazon and Google and you're [1218s] covered all around because basically [1220s] whichever way this plays out and today [1221s] is a great example. AMD sells off like [1224s] look at yesterday. Yesterday AMD had a [1226s] banger day right in the market."

"The good news for [751s] AMD is we still got some shock and a [752s] quarters coming. And the good news is [754s] AMD's benefited the least of all these [757s] companies. So, we're still got a great [760s] runway for AMD, thank goodness."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"They make GPUs for Nvidia and for AMD."

"Oh, and of course AMD's back partying, right?"

"I think with AMD, I'd like to see it much lower."

"Microsoft, Amazon, Oracle, and AMD are running the exact same cloud credit loops to pump their own ecosystems."

"major companies like Nvidia, Microsoft, Oracle, Amazon, and AMD are actively pumping up their revenues using circular financing."

"Look at AMD. AMD rolling here today. $57,000 plus move in the public account here today. Congratulations all AMD shareholders. I said in the video last I think I recorded a video uh you know Friday right I said watch out man everybody's saying the death of AMD the death of Micron I'm like those death has been greatly exaggerated those stocks could hit you with a 30 plus% move next week right it's unbelievable the way those stocks can bounce"

"Then we have AMD, a Google Rocket Lab, a nice cash position of 7.73%."

"Like, you know, anybody thinks the run AMD is over. Like, AMD 6 months from now could be a thousand. You know, like, you know, it doesn't mean for sure it's going to happen. But I'm just like, you got to understand when these semiconductor stocks pull back for a couple days, that does not mean the run's over. Not until we get a fundamental negative change in the business model."

"Looking at AMD stock, down $50 a share right now, down 9.5%."

"For anybody that thinks, okay, the running Micron's over, the running AMD is over because they've had two big down days, watch out. Those stocks could could hit you with a 30% upside move next week. So like, just because those stocks went down two straight days doesn't mean, oh, the run's over. That's it. They they've peaked. No. When you have fundamental changes going on with those business models with AMD, it's GPU demand going insane along with CPU demand going insane for the next several yea"

"manufacture externally modulated lasers or EMLs and ultra high power pump lasers that integrate into the optical transceivers running between racks of NVIDIA and AMD chips."

"Nvidia, AMD, Microsoft, Google, and Meta. They all use Astera silicon. And of course, Astera holds a board seat on open uink standard with the hyperscalers built specifically so they could avoid being trapped by Nvidia's standards."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"We can see an AMD down 4%, Intel as well, SanDisk is down 5.5, Qualcomm 4, AET 6.5, Broadcom down 14.7%"

"AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life."

"So like let's say in AMD, what does AMD have to do next quarter to continue this roll higher?"

"Same exact comments I got last year when I spoke about AMD. Who's laughing now? Oh, AMD suddenly the hottest stock in the market. Oh, people can't wait to talk about AMD now at 500. That's funny because when it was 100 something people made fun of it advanced money decimator advanced money destroyer you I mean the amount of comments oh don't talk about AMD"

"Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly."

"AMD, it refuses to stop. Another another one, another all-time high. Congratulations every single AMD investor out there. It refuses to stop."

"I want to give you an updated thought on AMD stock, Palunteer stock, Meta, SoFi, L fell off the shelf, all these stocks, okay?"

"You might not be able to get somebody to even think about buying AMD or Micron a year from now or two years from now, 3 years from now. They be like, you couldn't sell me that stock. I want nothing to do with that. Right?"

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life."

"maybe with AMD"

"I'll maybe start by sharing my opinion on well what I'm doing personally with well AMD,"

"AMD up 244%"

"But that's why you're seeing an Intel down, a Qualcomm down, an AMD that was down a little bit."

"or Micron or AMD etc etc etc."

"I mean, I can explain to you why Intel is down, why AMD was down a little bit more beforehand because, well, as you can see, Nvidia is up 6.2%."

"Companies like Qualcomm, Apple, ARM, AMD, and even Intel have been dominating different corners of the edge computing market for decades."

"AMD was advanced money destroyer for years. literally years we were calling it that, you know, playfully of course. Um, and then now all of a sudden, you know, it's advanced money, you know, whatever. I don't know."

"We've seen it with Nvidia and AMD"

"because companies like Dell, Micron, AMD, uh SanDisk and those types of companies are seeing their earnings explode because there are bottlenecks and the hyperscalers are just spending so much money to build out data centers and the AI infrastructure."

"AMD, and Tesla."

"AMD, Micron, when do you sell these [3s] stocks?"

"Let me know in [169s] the comments section how much money [171s] you've made on AMD or Micron."

"We got a lot of [35s] private group members that are up a [36s] million dollars plus on AMD stock, [38s] right? I'm fortunate to be up several [40s] million dollars now at this point in [42s] time on AMD stock."

"Let's say [102s] you think AMD profit cycle is going to [105s] peak in 2027, right? Then you should be [107s] selling AMD stock right now."

"As far as me [137s] personally with AMD, when do I see [139s] profit cycle peaking? No time soon."

"So, guys, the first is AMD. $743 billion market cap, $745 billion enterprise value. That means only $3 billion in essentially net debt. And they generated $8.5 billion last year in free cash flow."

"AMD is winning real business in the inter in inference market when AI actually runs and does the work and that market is growing fast."

"Guys, this is a great lesson in realizing that people will overpay for growth. AMD is now the big growth story, not Nvidia."

"And here's what makes AMD's position even more precarious than people realize. AMD needs everything to go right at the same time. The MI450 has to ship on time. The big customer deployments with Meta and OpenAI have to perform and the overall AI spending environment has to stay strong. That's a lot of things that all have to line up perfectly for a stock trading at 150 times earnings."

"AMD's platform is called RockMe. It's improving, but unlike CUDA, AMD's technology is open- source, meaning it works across a wider range of hardware and attracts a lot of developers who want flexibility."

"If you had to pick one stock right now, AMD or Nvidia, which one would you choose? Nvidia has given investors a 1546% return over the past 5 years. AMD has given investors 121% return in just the last 3 months."

"Now, the bare case in AMD, in some ways, it's very simple. This stock is trading at 150 times earnings. That means everything has to go right. Not mostly right. It has to go 100% correct, if not better. And history tells us that AMD is one of the most volatile stocks in the market."

"First off, with products, AMD's biggest advantage is simple. You get more for your money. Their chips deliver similar performance to Nvidia at a lower price."

"AMD is also far more diversified. Data center GPUs, server, CPUs, gaming chips, and embedded processors. Nvidia is heavily concentrated in AI data center hardware. So if one of AMD's more diversified product lines starts to explode, they can really drive that revenue while Nvidia is not getting that."

"For AMD, we have negative 15% returns, positive 12.35% returns, and a negative return for the middle one. Nvidia wins all the way around. So, even though AMD has a bigger growth potential based on my assumptions, Nvidia is the better buy. But I'm not buying this. There's no gun to my head saying you have to pick one of these."

"So both companies have real strengths. So the bold case on AMD, it's very simple. We're in the early innings of the biggest technology buildout in human history. and AMD has positioned itself right in the middle of it with both CPUs and GPUs, two products that are both critical to AI infrastructure. Here is what's already happening. AMD's data center revenue grew 57% in just one quarter. Their free cash flow hit 8.57 billion on the trailing 12 months, more than triple what it was in 2024. And th"

"Micron was up another 21% just the other [1145s] day. AMD up another 8%."

"So, if we're making the argument that Nvidia and Micron and AMD are making these great chips and they're going to start kind of like div, what about this kind of stuff?"

"And so, listen guys, I saw AMD hit 500 on the day and I struggled, man."

"Then we have AMD 109%."

"They'll also take [42s] around 56% of profit from AMD because [45s] AMD is now $53 per share."

"the usual suspects. AMD [110s] was up 7.7. We have a Micron that's up [113s] close to 20% today."

"kind of like how people were comparing AMD to Nvidia up like 10 or 11 months ago"

"Nobody wanted, you know, AMD, Micron."

"What else coach got for you? AMD. This has been an absolute banger. We got this at $52. I first discovered this. It was $4. This is my number one penny stock. I'll never look down on nobody that takes the penny stock route. Okay? My whole thing is for you to do your proper due diligence though, so that you understand what you're investing in. AMD used to be $2. I discovered it when it was $4, but didn't get into it until it was $46. Okay? And then from 46 or say 52, it is now $467. Okay? Again, "

"Well, one AMD gives you close to $5 billion in net income. So almost $10 billion in net income for two AMDs."

"Do I plan on adding? No. Could I potentially take some more profits if they continue to move upwards? Very, very likely, just to increase the cash position. And then we'll see. Then we'll see if we do see a small correction, let's say, in the back half of the year."

"Number three is now AMD. AMD is at $467. That's now 9.61% of the portfolio."

"of course, selling covered calls right now for the high-flying names like a Nebus Rocket Lab, AMD, even a Micron, things like that, it's highly profitable, very, very profitable at the moment."

"For example, Invidia maybe is more attractive to them or AMD or something that's betting on AI."

"AMD is incredibly strong, ladies and gentlemen. Listen, this stock was down after hours yesterday. It was down almost the entire trading day and then somehow finished out green here today. AMD"

"I mean look at just the performance of ARM into the Nvidia print. Look at the performance of AMD into the Nvidia print."

"Yeah, I would agree, especially with what we saw with AMD and Intel's CPU ramp, obviously."

"Whether it's AM Core, whether it's ARM, whether it's AMD, Intel, CPU, you know, Jensen's been talking about CPU since GTC in January."