WEBVTT - Is It Time to Sell AMD?

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<v Speaker 2>by P and C Bank, a lot of people think

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<v Speaker 1>AMD. Yeah, is it time to sell?

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<v Speaker 3>AMD has historically been one of my favorite companies of

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<v Speaker 3>all time, and before I was an in video fanboy

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<v Speaker 3>and the probably led that position. But I think it's

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<v Speaker 3>time to have a conversation if it's time to cut loose,

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<v Speaker 3>and I think yes, if AMD gets to fifty sixteen cent,

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<v Speaker 3>I would then want to reposition in. But when I'm

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<v Speaker 3>looking at an investment, of course, I'm always looking at

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<v Speaker 3>to build. Like you said, build a table, right, So

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<v Speaker 3>who are the four in that space? And if we're

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<v Speaker 3>going to be honest, am D is not on the

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<v Speaker 3>Mount Rushmore of chips anymore. They have some considerable competition.

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<v Speaker 3>I'm not sure you said, what who's.

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<v Speaker 1>The mount Rushmore? That's like the thing now, who's a

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<v Speaker 1>mount Rushmore video? Yeah? Yes, m yes, and nol shit.

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<v Speaker 1>I broke on for sure.

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<v Speaker 3>Qualkon Yeah, oh you said qualk I said, oh, broakon

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<v Speaker 3>them to qualkon better too. If we're gonna be real,

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<v Speaker 3>AMD is entering. I don't want to say it, but

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<v Speaker 3>intelish like territory of a bear drop. So if I look,

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<v Speaker 3>they've had seven negative months in the stock so at

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<v Speaker 3>this point, unless you're getting it at a historical low.

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<v Speaker 3>Because now, given the climate that we're in with the

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<v Speaker 3>policies tariffs, Trump versus Powell, the thing that is great

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<v Speaker 3>about it is that we are interim generation of buying opportunities.

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<v Speaker 3>But I don't think we've gotten there yet. So fifty

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<v Speaker 3>five sixteen is one lover that I do like it.

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<v Speaker 3>If it ever got to twenty five dollars, I would

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<v Speaker 3>probably put a considerable amount of money there, mid six

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<v Speaker 3>figures probably, But as of right now, I would not

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<v Speaker 3>leg to AMD until the market and global economy turns around.

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<v Speaker 2>Well, I guess I gotta appreciate that you didn't say

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<v Speaker 2>they were dead. I appreciate it, will take that, of course. No,

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<v Speaker 2>not dead. Yeah, this is this is Bears territory over

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<v Speaker 2>the past twelve months. And I'll leave with this in

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<v Speaker 2>video and video before I had one thousand shares in

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<v Speaker 2>the video, AMD was the company that was my one

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<v Speaker 2>thousand shares. I sold some probably when I think we

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<v Speaker 2>got down to like one thirty, which was all right,

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<v Speaker 2>we'll let's take profit.

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<v Speaker 1>My buy in for everybody was seventy five.

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<v Speaker 2>Dollars and we're approaching seventy five here. And it's interesting

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<v Speaker 2>you said the fifty five dollars range was just crazy,

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<v Speaker 2>because if you go out on a five year chart

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<v Speaker 2>and you look at the trend line, it makes a

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<v Speaker 2>lot of sense why you said that. Yeah, but yeah,

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<v Speaker 2>it's below all of our emas that we talk about

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<v Speaker 2>on market Mondays, whether there is the fifty day, whether

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<v Speaker 2>it's the one hundred day, two hundred on the yearly,

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<v Speaker 2>the four hundred day moving average was seventy eight to

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<v Speaker 2>seventy six, and so we're like floating, right, But well,

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<v Speaker 2>one p thirteen, I'm sorry.

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<v Speaker 1>On the one year on the five year chart. Check

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<v Speaker 1>this out. Four hundred EMA is seventy eight seventy six.

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<v Speaker 2>And so we're talking back to twenty twenty one, and

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<v Speaker 2>if you look at that chart, you could be saying,

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<v Speaker 2>all right, there's some room for optimism. Right in twenty

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<v Speaker 2>twenty one, when it hit this low level, or it

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<v Speaker 2>touched that four hundred MA, we saw a bounce up

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<v Speaker 2>and then we still pulled back in twenty twenty two.

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<v Speaker 2>And so now we watched what happened in twenty twenty

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<v Speaker 2>four and that drop now and we're about to hit

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<v Speaker 2>the four hundred day again. Is there an uptrend? Well,

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<v Speaker 2>I was still confident about it. If there wasn't so

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<v Speaker 2>much uncertainty around semi conductors and especially what the president

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<v Speaker 2>is doing. I guess the only bright news, and we

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<v Speaker 2>kind of talked about a little bit, is when we're

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<v Speaker 2>talking about America first in terms of chips. They're the

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<v Speaker 2>first company to step up and saying like we're going

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<v Speaker 2>to be the first ones to make our GPU solely

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<v Speaker 2>here in the United States. I don't know what that's

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<v Speaker 2>going to mean, especially when the GPU market, I mean

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<v Speaker 2>it's going to be dominated by in video for the

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<v Speaker 2>next five years, they will g number two and we

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<v Speaker 2>kind of like talk about price points a little before

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<v Speaker 2>we came on camera. That will be to me, the

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<v Speaker 2>only way that they can break ground in that race

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<v Speaker 2>for GPUs is to have a price point that's affordable,

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<v Speaker 2>that makes sense to small cap to new business startups

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<v Speaker 2>in terms.

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<v Speaker 1>Of GPU compute. So I still have to share.

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<v Speaker 2>I still have some calls out to twenty twenty seven

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<v Speaker 2>on them, So we'll see what happens in the next

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<v Speaker 2>few months. In terms of certainty with the SEMIS, I

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<v Speaker 2>know they're supposed to be a tariff coming on them.

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<v Speaker 2>But yet, if I'm doing it today, I like the

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<v Speaker 2>level you said, seventy eight would be a level that

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<v Speaker 2>it's all right. You know what, if I haven't invested

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<v Speaker 2>it before, this might be a good opportunity. But yeah,

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<v Speaker 2>I can't see it going down to twenty five for sure.

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<v Speaker 2>If we get if we get lowered than seventy five,

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<v Speaker 2>then we're dropping down to the sixties for sure.

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<v Speaker 3>So Rasha, you want to go to your theory about

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<v Speaker 3>you had to take.

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<v Speaker 1>It a year about uprising, Let's go there. Let's go there. Well,

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<v Speaker 1>let's see if he wants to because he wants the

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<v Speaker 1>same way.

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<v Speaker 4>Well, it's one of these things. Before we go to

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<v Speaker 4>AMD and is down fifty five percent bearish, it's beyond bear,

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<v Speaker 4>that's polar Bears.

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<v Speaker 1>But also this goes back for real.

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<v Speaker 4>So this goes back to the theory of individual stocks

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<v Speaker 4>are very risky. It's not a good idea to invest

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<v Speaker 4>in individual stocks. Even Ian when he says it's like

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<v Speaker 4>two texts to index, it's only two stocks. It's extremely

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<v Speaker 4>dangerous to invest in individual stocks because even if every Facebook,

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<v Speaker 4>we've seen two stocks go up and come down. Historically

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<v Speaker 4>Facebook back to damn damn it back to fifty two

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<v Speaker 4>weeks low. If it's continued to trend for another week. Tesla,

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<v Speaker 4>we saw that skyrocket. So it's like even a good company,

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<v Speaker 4>you never know you can environment, political environment, it's safer

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<v Speaker 4>to invest in an index fundel ETF. It's just it's

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<v Speaker 4>it's you're you're playing a very dangerous game when you're

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<v Speaker 4>putting money in the individual stocks, especially substantial amount of

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<v Speaker 4>money that's not that's dangerous. And AMD is a company

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<v Speaker 4>that yeah, it's just down damn there's sixty that's dangerous, right,

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<v Speaker 4>Like if you have a lot of money in there,

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<v Speaker 4>or if you're trading, because if you're trading, you're going

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<v Speaker 4>to lose me more So, I think that this is

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<v Speaker 4>highlights that if you want the chips as some h

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<v Speaker 4>H is not down as much as that, right, Like,

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<v Speaker 4>it's just a safer way to go about it. And

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<v Speaker 4>the number one rule is safety first, Like you gotta

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<v Speaker 4>play defense. They always got to play defense. So we'll

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<v Speaker 4>see what happens with AMD. But yeah, it's dangerous times

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<v Speaker 4>right now that we're.

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