AMD
Advanced Micro Devices Inc.
stock NASDAQ

I guess he started investing all cash in tech, 60% is not neccessarly shit stocks - AMD, Tesla and Nvidia fell that much, if he's holding them then he should be okay dcaing.

Good job. I'd toss ARKK and substitute XSD or one of the other semiconductor ETFs.
I'd also suggest having one share of XLK and QQQ to just compare your whole portfolio against. QQQ could be a stand-in for META/GOOG/TSLA/AMZN/COST and XLK for AAPL/MSFT/NVDA/AMD. Longterm it is a good idea to have an industry base ETF (like QQQ and XLK for "tech") and then go heavier with individual stocks. You kinda do that by hoding SPY, but it is a pretty small part of your portfolio at this point.
Obviously you like tech, and so do I. Having some diversity beyond tech, like KO, is good but don't worry too much about it until you have at least $xx,xxx in the market.

I'm not buying puts.
I can also look at something like NVDA and understand it's overpriced as fuck. And this coming from someone who bullish on Semis and AMD/NVDA.

Too bad AMD investor day (with financial model update) last year didn't yield such a pump. AMD should stop talking about financials and only talk about roadmaps and AI.

It's not a bad strategy to trim some tax lots you have been buying when they kept moving lower once they rebound and reach the price you feel like you might have overpaid 6-12 months ago.
I tend to trade a little too much; but if I am buying 10-20 shares of $MOS or $HAL on every 10% dip, than you can be sure that I have also sold all the tax lots of $HAL that I had bought above $34-$36 when $HAL was last above $40 last fall.
Even if it was for only a 1 cent gain. You have to practice risk management as well.
If $AMD, $MSFT, etc keep running, you still hold a position to capture some of that upside.

Sounds like a sure fire way to make lots of $$ by shoring AMD and going long INTC.

QCOM INTC AMD MU

AMD 🚀

double edged sword imo... you can never go back once you cross that bridge... you get labelled as a visionary or a shill. At the same time, Lisa is trying to appeal to the people who will actually integrate the technology/engineering focused. While there are pros and cons of both sides, one of the reasons I invested in AMD in the first place was because of their initiative to get the technical buy in and to sell to the engineers who will be building these visionary products.
Sure we can talk about AI but we still have nothing to show for it... once MI300 comes out and it gets integrated into different workloads... sure.
Plus, any big bank that shills AI is 100% banking on the fact that you will FOMO in.

And NVDA AMD and MU

Make AMD 100 again

Never thought I'll see the day so soon Intel carrying AMD to green.

We all love Lisa, but she needs to get better at telling AMD’s story in a compelling way. The market is desperate for AI plays, yet 99% have no idea AMD is building out advanced chips great for AI, as well as an AI platform with simple code to switch from CUDA etc. Goldman Sachs including Intuit over AMD in their report for companies that would benefit from AI is as much of oversight on the GS analysts part as it is failure on AMD leadership to make the point more clear to the market.

MSFT, Apple, AMD. I'm near even to my cost basis so want to reduce their size in my portfolio. Would rather put money elsewhere.

If AMD pumps back to 100 i will eat my own cum

Up less and down more, this is the AMD way

Well,to play devils advocate. We know nothing about intel 3s efficiency,might be huge progress. 1T design shall be imune towards side channel attacks. If it will be same or better per core efficiency,than bergamo then with agressive pricing+lobbying,it might hurt AMD badly.

I don't even need to see anyone's statistics. I just look at inventory at literally any retailer, and the number or design wins in the last year. Intel is holding on just fine as far as market share goes. Their earnings report tells us the rest of the story about margins. AMD doesn't think client market is so strategically important that they have to lose money over it or turn down higher margin business, so that's that.

I suspect the growth story for AMD might not be as interesting if Intel deliver Meteor Lake,Granite Rapids and Sierra Forest on time...

It sure would be nice if AMD ever got a pop from product announcements.