AMD — All updates

So, let's talk about your first pick today. You've brought AMD to us, trading higher on the session. We're up about a half a percent, but BFA upping the price target because of that Okami anthropic deal.

And at the end of the day, you know, a AMD, I hate to put them down, it's just kind of a baby Nvidia. I mean, it's the same sector. They make very similar products. They just don't have, you know, quite the star power of Jensen Wang. So, absolutely love AMD.

AMD has just become a trillion-dollar company, and in today's episode, Neo and I will discuss what the market takes into account. More importantly, what are some things investors should be watching closely, given that this stock has seen a massive valuation explosion?

We will be discussing Advanced Micro Devices, also known as AMD. AMD is now valued at over eight trillion dollars. The stock has risen by 178.4% since the beginning of the year .

It has been an incredible journey for AMD, but especially for the company's shareholders.

Let's take a look at AMD first, Lisa Su was here this week, wasn't she? You were on the platform with Melania and the " Women in Business" panel that was held here.

Our focus has shifted to AMD. We have a positive recommendation, or rather a positive confirmation and price target increase from Bank of America for AMD today. The stocks are now up by nearly 9/10 of a percent, gaining some momentum in early trading.

AMD performed very strongly last year, rising 290% compared to the S&P semiconductor and technology sectors, which rose 55 % and 30% respectively. So , there is a significant performance advantage, and we can also see that among manufacturers of specialized CPU and graphics chips, AMD leads the pack here.

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

But we said this morning : "Today might be a good day to sell call options on AMD shares. Today might be a good day to be extremely cautious because the markets are unhappy that an agreement has not yet been reached . It's been 12 hours, where is the agreement?"

Just to clarify, I don't want to go into detail about the different PEG ratios . But that's just a small part of what AMD stock is like , for example. That's why I said this morning on the live stream to our course members: "Selling call options could be interesting here at AMD."

As you know, these options would have gone up by 10% today if someone had sold them. You can buy 86-day call options and receive an 11% return in addition to the underlying stock's price movements.

Well, Nvidia, of course. Ah, the rise of AMD is really driven by two dimensions. The first is central processing units (CPUs). We can talk about that in detail. But I think the other is seeing AMD as a true second source for AI factories .

It's much bigger than just chips. It is a complete system that companies like HPE and Lenovo are currently building. It will be released to customers at the end of this year, or the beginning of next year.

So, I think what you're seeing is this recognition that AMD really is that second source for leading AI companies and firms that are building those AI factories.

AMD 19%, Uh, I thought AMD was going to stay in the box. It didn't. It flew out of the box. I missed AMD. I said it's not going anywhere. I was wrong. It broke out.

It sparked an interesting surge in central processing unit (CPU) stocks. Have you seen any of this? Yes, I saw. Give me the graph. I do n't know what the connection is between all of this.

I will explain in a little while. The blue line represents Advanced Micro Devices (AMD), which has seen a tremendous rise. We will discuss this in detail later.

Let's look at AMD. AMD is on my radar for a potential short. Uh this would actually be a great potential swing trade short. Major pivot high right here going back to the bull market high of 2024 on these stocks.

Now, what do I mean by a major bull market high? Big move up, big move down. That's obviously a major mountain top at that point. Now, it turns out we went a lot higher here. But look at this.

Then you have this push up right to that high. Then we have a significant draw down here. Well, where do we think probability sits that we might see AMD run into resistance at this trend line?

the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Today, in this episode, we will witness AMD reaching a market value of one trillion dollars.

I am very excited because this channel was one of the few; there are other channels, of course, but we are one of the few who have talked about AMD for many years. So, it's really exciting to finally reach that trillion- dollar market capitalization. Congratulations to all AMD investors.

beyond just Meta and AMD stocks, which performed amazingly today. AMD's stock rose 9.95% today, officially bringing its market capitalization to $1 trillion.

We had predicted this stock when its price was $452, and we told the course members that the stock was about to rise. We did not expect it to reach this height so quickly.

AMD rose by more than $130,000 today. Incredible movement for AMD in public accounts.

Thirdly, we will talk about AMD stock in this video.

a stock that had no value in just two years has now become extremely important to everyone. AMD, in this video we're going to talk about AMD, right? When I was buying AMD in bulk last year, no one cared, right?

People called it an 'advanced money decimator' or a money-destroying device. In fact, people were very disappointed with this stock, because it had not been making any profits for many years, so they would say all sorts of bad things about it. When Nvidia was making huge profits.

Uh, we've got there's there's a lot to cover. Obviously, we're going to cover this uh with AMD and uh Intel. We'll be covering those in just a moment.

we have to break down what's going on with AMD as well.

Now, we need to talk a little bit about AMD and Meta somemore.

Let's go see the AMD commentary. So, uh AMD AMD is okay, that was Fed. Let's go to Metamuse. There we go. Metamuse tech stocks. I've got AMD. Let's pull that in here. And yeah, that's pretty good. Okay, cool.

I know one stock did. AMD pressed higher and made brand new all-time highs.

Congratulations to AMD today for reaching an all- time high of 61,599. Since then, one of the most significant things I've seen is its market capitalization reaching $1 billion. This is a major achievement for AMD.

We have seen an upward price gap today. We saw a price gap at 581, then a double top at 584, and the price completely collapsed. Since then, the price has returned to that point and tested the support level, and now we continue to rise.

Now, Rick, we've got AMD as our first chart today. I was just pulling them up in advance of the show, hitting a $1 trillion market cap today on this now. 5-day rally.

Yeah. So AMD is one that uh we have seen uh showing some strength recently here as well breaking into those new highs. Uh so uh what we have is a situation now where we had this previous peak here uh about you know a couple months ago or so.

Uh and really it's quite a significant push up to the upside from these lows that we established all the way down here in the 170s or so.