1 00:00:01,240 --> 00:00:02,000 Speaker 1: Earners. What's up. 2 00:00:02,080 --> 00:00:04,560 Speaker 2: You ever walk into a small business and everything just 3 00:00:04,720 --> 00:00:07,880 Speaker 2: works like The checkout is fast, the receipts are digital, 4 00:00:08,400 --> 00:00:11,399 Speaker 2: tipping is a breeze, and you're out the door before 5 00:00:11,400 --> 00:00:15,560 Speaker 2: the line even builds. Odds are they're using Square. We 6 00:00:15,720 --> 00:00:18,280 Speaker 2: love supporting businesses that run on Square because it just 7 00:00:18,280 --> 00:00:21,520 Speaker 2: feels seamless. 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This episode is brought to you 22 00:01:11,040 --> 00:01:13,320 Speaker 2: by P and C Bank, a lot of people think 23 00:01:13,360 --> 00:01:17,240 Speaker 2: podcasts about work are boring, and sure they definitely can be, 24 00:01:17,760 --> 00:01:21,000 Speaker 2: but understanding of professionals routine shows us how they achieve 25 00:01:21,080 --> 00:01:25,280 Speaker 2: their success little by little, day after day. It's like 26 00:01:25,360 --> 00:01:28,160 Speaker 2: banking with P and C Bank. It might seem boring 27 00:01:28,160 --> 00:01:31,080 Speaker 2: to save, plan and make calculated decisions with your bank, 28 00:01:31,440 --> 00:01:33,920 Speaker 2: but keeping your money boring is what helps you live 29 00:01:34,080 --> 00:01:38,080 Speaker 2: or more happily fulfilled life. P and C Bank Brilliantly 30 00:01:38,160 --> 00:01:42,720 Speaker 2: Boring since eighteen sixty five. Brilliantly Boring since eighteen sixty 31 00:01:42,720 --> 00:01:46,000 Speaker 2: five is a service mark of the PNC Financial Service Group, Inc. 32 00:01:46,480 --> 00:01:49,840 Speaker 2: P and C Bank National Association Member FDIC. 33 00:01:51,680 --> 00:01:55,400 Speaker 1: AMD. Yeah, is it time to sell? 34 00:01:55,560 --> 00:02:03,800 Speaker 3: AMD has historically been one of my favorite companies of 35 00:02:03,920 --> 00:02:09,480 Speaker 3: all time, and before I was an in video fanboy 36 00:02:09,720 --> 00:02:13,919 Speaker 3: and the probably led that position. But I think it's 37 00:02:13,960 --> 00:02:16,640 Speaker 3: time to have a conversation if it's time to cut loose, 38 00:02:16,680 --> 00:02:22,720 Speaker 3: and I think yes, if AMD gets to fifty sixteen cent, 39 00:02:22,760 --> 00:02:25,560 Speaker 3: I would then want to reposition in. But when I'm 40 00:02:25,560 --> 00:02:28,119 Speaker 3: looking at an investment, of course, I'm always looking at 41 00:02:28,240 --> 00:02:30,920 Speaker 3: to build. Like you said, build a table, right, So 42 00:02:30,960 --> 00:02:32,840 Speaker 3: who are the four in that space? And if we're 43 00:02:32,840 --> 00:02:36,520 Speaker 3: going to be honest, am D is not on the 44 00:02:36,560 --> 00:02:42,440 Speaker 3: Mount Rushmore of chips anymore. They have some considerable competition. 45 00:02:43,680 --> 00:02:47,359 Speaker 3: I'm not sure you said, what who's. 46 00:02:47,160 --> 00:02:49,919 Speaker 1: The mount Rushmore? That's like the thing now, who's a 47 00:02:49,960 --> 00:02:56,760 Speaker 1: mount Rushmore video? Yeah? Yes, m yes, and nol shit. 48 00:02:56,840 --> 00:02:59,960 Speaker 1: I broke on for sure. 49 00:03:00,160 --> 00:03:04,320 Speaker 3: Qualkon Yeah, oh you said qualk I said, oh, broakon 50 00:03:05,120 --> 00:03:07,280 Speaker 3: them to qualkon better too. If we're gonna be real, 51 00:03:07,440 --> 00:03:12,320 Speaker 3: AMD is entering. I don't want to say it, but 52 00:03:12,560 --> 00:03:18,919 Speaker 3: intelish like territory of a bear drop. So if I look, 53 00:03:20,000 --> 00:03:26,720 Speaker 3: they've had seven negative months in the stock so at 54 00:03:26,720 --> 00:03:30,480 Speaker 3: this point, unless you're getting it at a historical low. 55 00:03:30,480 --> 00:03:33,920 Speaker 3: Because now, given the climate that we're in with the 56 00:03:34,000 --> 00:03:38,920 Speaker 3: policies tariffs, Trump versus Powell, the thing that is great 57 00:03:38,920 --> 00:03:41,840 Speaker 3: about it is that we are interim generation of buying opportunities. 58 00:03:41,840 --> 00:03:44,440 Speaker 3: But I don't think we've gotten there yet. So fifty 59 00:03:44,440 --> 00:03:46,360 Speaker 3: five sixteen is one lover that I do like it. 60 00:03:46,360 --> 00:03:49,520 Speaker 3: If it ever got to twenty five dollars, I would 61 00:03:49,520 --> 00:03:53,400 Speaker 3: probably put a considerable amount of money there, mid six 62 00:03:53,400 --> 00:03:59,520 Speaker 3: figures probably, But as of right now, I would not 63 00:03:59,600 --> 00:04:04,960 Speaker 3: leg to AMD until the market and global economy turns around. 64 00:04:05,440 --> 00:04:07,480 Speaker 2: Well, I guess I gotta appreciate that you didn't say 65 00:04:07,520 --> 00:04:10,200 Speaker 2: they were dead. I appreciate it, will take that, of course. No, 66 00:04:10,680 --> 00:04:16,120 Speaker 2: not dead. Yeah, this is this is Bears territory over 67 00:04:16,120 --> 00:04:18,480 Speaker 2: the past twelve months. And I'll leave with this in 68 00:04:18,600 --> 00:04:20,880 Speaker 2: video and video before I had one thousand shares in 69 00:04:20,880 --> 00:04:23,840 Speaker 2: the video, AMD was the company that was my one 70 00:04:23,839 --> 00:04:27,640 Speaker 2: thousand shares. I sold some probably when I think we 71 00:04:27,720 --> 00:04:30,600 Speaker 2: got down to like one thirty, which was all right, 72 00:04:30,640 --> 00:04:31,520 Speaker 2: we'll let's take profit. 73 00:04:31,600 --> 00:04:33,440 Speaker 1: My buy in for everybody was seventy five. 74 00:04:33,320 --> 00:04:38,159 Speaker 2: Dollars and we're approaching seventy five here. And it's interesting 75 00:04:38,200 --> 00:04:40,160 Speaker 2: you said the fifty five dollars range was just crazy, 76 00:04:40,200 --> 00:04:41,760 Speaker 2: because if you go out on a five year chart 77 00:04:42,240 --> 00:04:43,640 Speaker 2: and you look at the trend line, it makes a 78 00:04:43,640 --> 00:04:46,840 Speaker 2: lot of sense why you said that. Yeah, but yeah, 79 00:04:46,960 --> 00:04:49,480 Speaker 2: it's below all of our emas that we talk about 80 00:04:49,480 --> 00:04:52,159 Speaker 2: on market Mondays, whether there is the fifty day, whether 81 00:04:52,200 --> 00:04:54,800 Speaker 2: it's the one hundred day, two hundred on the yearly, 82 00:04:55,160 --> 00:04:57,160 Speaker 2: the four hundred day moving average was seventy eight to 83 00:04:57,240 --> 00:05:00,839 Speaker 2: seventy six, and so we're like floating, right, But well, 84 00:05:00,920 --> 00:05:01,880 Speaker 2: one p thirteen, I'm sorry. 85 00:05:01,920 --> 00:05:04,400 Speaker 1: On the one year on the five year chart. Check 86 00:05:04,440 --> 00:05:07,840 Speaker 1: this out. Four hundred EMA is seventy eight seventy six. 87 00:05:08,440 --> 00:05:11,080 Speaker 2: And so we're talking back to twenty twenty one, and 88 00:05:11,080 --> 00:05:13,479 Speaker 2: if you look at that chart, you could be saying, 89 00:05:13,520 --> 00:05:16,040 Speaker 2: all right, there's some room for optimism. Right in twenty 90 00:05:16,040 --> 00:05:18,200 Speaker 2: twenty one, when it hit this low level, or it 91 00:05:18,279 --> 00:05:20,680 Speaker 2: touched that four hundred MA, we saw a bounce up 92 00:05:21,240 --> 00:05:22,960 Speaker 2: and then we still pulled back in twenty twenty two. 93 00:05:23,080 --> 00:05:25,239 Speaker 2: And so now we watched what happened in twenty twenty 94 00:05:25,279 --> 00:05:27,880 Speaker 2: four and that drop now and we're about to hit 95 00:05:27,880 --> 00:05:31,760 Speaker 2: the four hundred day again. Is there an uptrend? Well, 96 00:05:32,520 --> 00:05:34,520 Speaker 2: I was still confident about it. If there wasn't so 97 00:05:34,600 --> 00:05:37,719 Speaker 2: much uncertainty around semi conductors and especially what the president 98 00:05:37,839 --> 00:05:40,680 Speaker 2: is doing. I guess the only bright news, and we 99 00:05:40,720 --> 00:05:42,240 Speaker 2: kind of talked about a little bit, is when we're 100 00:05:42,240 --> 00:05:44,599 Speaker 2: talking about America first in terms of chips. They're the 101 00:05:44,600 --> 00:05:46,680 Speaker 2: first company to step up and saying like we're going 102 00:05:46,720 --> 00:05:48,719 Speaker 2: to be the first ones to make our GPU solely 103 00:05:48,720 --> 00:05:51,120 Speaker 2: here in the United States. I don't know what that's 104 00:05:51,120 --> 00:05:54,960 Speaker 2: going to mean, especially when the GPU market, I mean 105 00:05:55,040 --> 00:05:56,839 Speaker 2: it's going to be dominated by in video for the 106 00:05:56,839 --> 00:05:59,680 Speaker 2: next five years, they will g number two and we 107 00:05:59,760 --> 00:06:01,800 Speaker 2: kind of like talk about price points a little before 108 00:06:01,800 --> 00:06:05,440 Speaker 2: we came on camera. That will be to me, the 109 00:06:05,480 --> 00:06:09,600 Speaker 2: only way that they can break ground in that race 110 00:06:09,640 --> 00:06:12,000 Speaker 2: for GPUs is to have a price point that's affordable, 111 00:06:12,040 --> 00:06:19,360 Speaker 2: that makes sense to small cap to new business startups 112 00:06:19,680 --> 00:06:20,360 Speaker 2: in terms. 113 00:06:20,160 --> 00:06:23,359 Speaker 1: Of GPU compute. So I still have to share. 114 00:06:23,839 --> 00:06:26,920 Speaker 2: I still have some calls out to twenty twenty seven 115 00:06:26,920 --> 00:06:28,880 Speaker 2: on them, So we'll see what happens in the next 116 00:06:28,880 --> 00:06:32,760 Speaker 2: few months. In terms of certainty with the SEMIS, I 117 00:06:32,800 --> 00:06:35,919 Speaker 2: know they're supposed to be a tariff coming on them. 118 00:06:36,120 --> 00:06:38,320 Speaker 2: But yet, if I'm doing it today, I like the 119 00:06:38,400 --> 00:06:43,440 Speaker 2: level you said, seventy eight would be a level that 120 00:06:43,680 --> 00:06:45,920 Speaker 2: it's all right. You know what, if I haven't invested 121 00:06:45,960 --> 00:06:48,040 Speaker 2: it before, this might be a good opportunity. But yeah, 122 00:06:48,200 --> 00:06:50,280 Speaker 2: I can't see it going down to twenty five for sure. 123 00:06:52,440 --> 00:06:55,080 Speaker 2: If we get if we get lowered than seventy five, 124 00:06:55,560 --> 00:06:57,520 Speaker 2: then we're dropping down to the sixties for sure. 125 00:06:57,680 --> 00:06:59,720 Speaker 3: So Rasha, you want to go to your theory about 126 00:07:01,000 --> 00:07:01,800 Speaker 3: you had to take. 127 00:07:01,680 --> 00:07:07,640 Speaker 1: It a year about uprising, Let's go there. Let's go there. Well, 128 00:07:07,720 --> 00:07:10,000 Speaker 1: let's see if he wants to because he wants the 129 00:07:10,000 --> 00:07:10,320 Speaker 1: same way. 130 00:07:12,720 --> 00:07:14,200 Speaker 4: Well, it's one of these things. Before we go to 131 00:07:14,280 --> 00:07:19,160 Speaker 4: AMD and is down fifty five percent bearish, it's beyond bear, 132 00:07:19,800 --> 00:07:21,160 Speaker 4: that's polar Bears. 133 00:07:22,040 --> 00:07:25,120 Speaker 1: But also this goes back for real. 134 00:07:25,240 --> 00:07:31,880 Speaker 4: So this goes back to the theory of individual stocks 135 00:07:31,880 --> 00:07:34,880 Speaker 4: are very risky. It's not a good idea to invest 136 00:07:34,880 --> 00:07:37,040 Speaker 4: in individual stocks. Even Ian when he says it's like 137 00:07:37,080 --> 00:07:40,800 Speaker 4: two texts to index, it's only two stocks. It's extremely 138 00:07:40,960 --> 00:07:45,280 Speaker 4: dangerous to invest in individual stocks because even if every Facebook, 139 00:07:45,400 --> 00:07:48,880 Speaker 4: we've seen two stocks go up and come down. Historically 140 00:07:49,480 --> 00:07:51,960 Speaker 4: Facebook back to damn damn it back to fifty two 141 00:07:51,960 --> 00:07:54,760 Speaker 4: weeks low. If it's continued to trend for another week. Tesla, 142 00:07:54,880 --> 00:07:58,160 Speaker 4: we saw that skyrocket. So it's like even a good company, 143 00:07:59,040 --> 00:08:04,080 Speaker 4: you never know you can environment, political environment, it's safer 144 00:08:05,400 --> 00:08:10,120 Speaker 4: to invest in an index fundel ETF. It's just it's 145 00:08:10,200 --> 00:08:14,240 Speaker 4: it's you're you're playing a very dangerous game when you're 146 00:08:14,280 --> 00:08:19,200 Speaker 4: putting money in the individual stocks, especially substantial amount of 147 00:08:19,200 --> 00:08:22,640 Speaker 4: money that's not that's dangerous. And AMD is a company 148 00:08:22,680 --> 00:08:32,160 Speaker 4: that yeah, it's just down damn there's sixty that's dangerous, right, 149 00:08:32,320 --> 00:08:34,080 Speaker 4: Like if you have a lot of money in there, 150 00:08:34,160 --> 00:08:36,720 Speaker 4: or if you're trading, because if you're trading, you're going 151 00:08:36,800 --> 00:08:42,000 Speaker 4: to lose me more So, I think that this is 152 00:08:42,120 --> 00:08:45,400 Speaker 4: highlights that if you want the chips as some h 153 00:08:46,080 --> 00:08:49,560 Speaker 4: H is not down as much as that, right, Like, 154 00:08:50,120 --> 00:08:52,600 Speaker 4: it's just a safer way to go about it. And 155 00:08:52,880 --> 00:08:56,680 Speaker 4: the number one rule is safety first, Like you gotta 156 00:08:56,720 --> 00:09:00,480 Speaker 4: play defense. They always got to play defense. So we'll 157 00:09:00,520 --> 00:09:07,280 Speaker 4: see what happens with AMD. But yeah, it's dangerous times 158 00:09:07,360 --> 00:09:08,480 Speaker 4: right now that we're. 159 00:09:08,440 --> 00:09:12,120 Speaker 5: Y An illegal alien from Guatemala charged with raping a 160 00:09:12,200 --> 00:09:15,720 Speaker 5: child in Massachusetts. An MS thirteen gang member from Al 161 00:09:15,760 --> 00:09:20,600 Speaker 5: Salvador accused of murdering a Texas man of Venezuelan charged 162 00:09:20,600 --> 00:09:24,520 Speaker 5: with filming and selling child pornography in Michigan. These are 163 00:09:24,559 --> 00:09:28,080 Speaker 5: just some of the heinous migrant criminals caught because of 164 00:09:28,120 --> 00:09:31,800 Speaker 5: President Donald J. Trump's leadership. I'm Christy Noman, the United 165 00:09:31,840 --> 00:09:36,600 Speaker 5: States Secretary of Homeland Security. 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