Time to buy AMD. Over if you don't.

[letitsnow_]

my stock market debt-interest payments are covered by my stock market gains.

They put my account negative 900 dollars due to interest payments for month June. But since my investments went up, this is irrelevant.

This negative 900 dollars fits into my leverage ratio. It doesn't need to be paid, it's simply considered as additional leverage which is fine as long as my stock keeps going up.

sadly too high iq for me

 

[MoggerGaston]

sadly too high iq for me

let me invest for you, but unofficially

 

[letitsnow_]

let me invest for you, but unofficially

im a neet and broke rn so no investing for now sadly, but when i find a job ill have to use the money from 2/3 months of work for 2 surgeries and then i can start to invest.

 

[noobs]

Currently don't have any money to spare, but I'll be rebalancing my portfolio soon to include AMD.


Remind me 1 year, 20+% returns

amd is never going to win in ai it’s likely going to be nvidia again

but amd will always go up because intel is has been replaced since 2021, intel is obsolete

amd will basically have a monopoly on cpus while intel will focus on miscellaneous chip use cases

i predicted the huge rise in amd in September 2022 btw

 

[RICHCELDOM]

AMD is a great stock ngl

 

[MoggerGaston]

im a neet and broke rn so no investing for now sadly, but when i find a job ill have to use the money from 2/3 months of work for 2 surgeries and then i can start to invest.

good plans

 

[MoggerGaston]

amd is never going to win in ai it’s likely going to be nvidia again

but amd will always go up because intel is has been replaced since 2021, intel is obsolete

amd will basically have a monopoly on cpus while intel will focus on miscellaneous chip use cases

i predicted the huge rise in amd in September 2022 btw

AMD is a great stock ngl

AMD up 6% since this topic.
Everything I touch turns into gold midas vibe ahhh

I still believe AMD is value at this price and will be slowly migrating money into it at this price-point.

I'll be looking out for new opportunities though.

 

[RICHCELDOM]

AMD up 6% since this topic.
Everything I touch turns into gold midas vibe ahhh

I still believe AMD is value at this price and will be slowly migrating money into it at this price-point.

I'll be looking out for new opportunities though.

RNDR

 

[MoggerGaston]

RNDR

R2D2

 

[MoggerGaston]

@noobs Intel is mostly a foundry play at this point, and competes more with TSMC than with AMD.

TSMC is a monstrous power-house foundry-player. (I am heavily invested). It sits at the top of chip-production and nobody even comes close.
Samsung is left in the dust, but is still way better than Intel as a foundry.
Intel is trying to compete, is predicting to compete, yet at this point they are trash. But there is a turnaround story with Intel as a foundry, definitely.

I am keeping close eyes on Intel. So far I am not convinced that intel will be the foundry powerhouse it thinks it can be. But it's an interesting idea.

I don't see myself investing into intel right now, but a few years from now my opinion could be very different.

 

[noobs]

@noobs Intel is mostly a foundry play at this point, and competes more with TSMC than with AMD.

TSMC is a monstrous power-house foundry-player. (I am heavily invested). It sits at the top of chip-production and nobody even comes close.
Samsung is left in the dust, but is still way better than Intel as a foundry.
Intel is trying to compete, is predicting to compete, yet at this point they are trash. But there is a turnaround story with Intel as a foundry, definitely.

I am keeping close eyes on Intel. So far I am not convinced that intel will be the foundry powerhouse it thinks it can be. But it's an interesting idea.

I don't see myself investing into intel right now, but a few years from now my opinion could be very different.

intel wants to be like a mircosoft of computer chips but has none of the leverage mircosoft has, i dont think intel is coming back anytime soon

intel isnt even trying to hone in on any speciality they are trying to diversify into random tech sectors like they are randomly throwing money around

 

[MoggerGaston]

intel wants to be like a mircosoft of computer chips but has none of the leverage mircosoft has, i dont think intel is coming back anytime soon

-microsoft of computer chips-, not sure what you mean because microsoft does design computer-chips, yet they are a very small irrelevant player in that field.
google is a big designer of computer chips though. They have their own pixel phones which they design chips for.
But then they also are the second largest designer of TPUs (tensor processing chip) mostly used in their own cloud business and for powering their own (gen)-AI features.

microsoft isnt in the business of designing chips in any serious way. it also doesn't produce chips whatsoever.

intel isnt even trying to hone in on any speciality they are trying to diversify into random tech sectors like they are randomly throwing money around

nahhh, I disagree.

You have the typical intel desktop/server chips which compete with those of AMD. Reminder: Intel still holds the big majority of sales in this sector. AMD is in fact still, to this day, a smaller player next to intel. (it's something like Intel-70%. AMD-30%.) but i'd have to find the exact numbers.

not much has changed

 

[noobs]

-microsoft of computer chips-, not sure what you mean because microsoft does design computer-chips, yet they are a very small irrelevant player in that field.
google is a big designer of computer chips though. They have their own pixel phones which they design chips for.
But then they also are the second largest designer of TPUs (tensor processing chip) mostly used in their own cloud business and for powering their own (gen)-AI features.

microsoft isnt in the business of designing chips in any serious way. it also doesn't produce chips whatsoever.

i meant in the way microsoft acts it’s similar to how intel tries to act

nahhh, I disagree.

You have the typical intel desktop/server chips which compete with those of AMD. Reminder: Intel still holds the big majority of sales in this sector. AMD is in fact still, to this day, a smaller player next to intel. (it's something like Intel-70%. AMD-30%.) but i'd have to find the exact numbers.

not much has changed

intel is trying to diversify while losing massive marketshare over time in their biggest revenue streams with is which is basically suicide

 

[MoggerGaston]

i meant in the way microsoft acts it’s similar to how intel tries to act

okay, just dont exactly understand what you mean with this comparison, which is why I thought you meant chip design.

intel is trying to diversify while losing massive marketshare over time in their biggest revenue streams with is which is basically suicide

dont understand.
Intel is diversifying mostly into foundry at this point. This is their biggest play, this is their future.


If intel foundy fails, it is over.

Personally I don't think that it will fail, but I believe it will be uncompetitive and have shit-margins next to TSMC. For now.

 

[MoggerGaston]

AMD up 9% total since my post now lol

too bad I didn't start a bigger position. I have the best advice, yet I am on the sideline of the profits.

 

[MoggerGaston]

third day in a row with >4% gains. If I get another day like this on monday, I am selling almost everything.

Already up over 50% just this year alone, I am going to deleverage everything to a 1x position (instead of the 3.2x I am doing right now).

It's just too much. I am avoiding the greed of the past.

 

[mrr]

Over if you didn't invest in NVIDIA in 2020

 

[MoggerGaston]

Over if you didn't invest in NVIDIA in 2020

nope

 

[MoggerGaston]

AMD stock been tanking hard but only because the general semiconductor market tanked.
Intel has extreme issues with top line 13th and 14th gen (current gen) products degrading and become unusuable. This story is still not in mainstream outlets yet it is known amongst tech-influencers.
on top of that AMD is launching Zen5 this month, and intel has NOTHING to compete with it untill december.

What does this mean:

NOBODY with a working brain, is going to buy an Intel CPU over an AMD CPU for the coming next 6 months.

AMD GPU section, they can't compete with Nvidia. They are a dog, far behind, looking for leftovers.

But with AI being so dominant, Nvidia products being so dominant, these 'leftovers' are becoming bigger. Amd will profit.

My current portfolio:

I believe in TSM as it completely destroys its competition (samsung) in foundry services. Intel doesn't even compete until 2027 or so and it's a wait and see how well they do. It's my biggest position. TSM is a POWERHOUSE the best run semiconductor company out there.
Then why is it so cheap? China. There is a constant threat of a chinese attack on taiwan. If you believe this will happen, don't invest. If you believe it won't happen, invest into TSM.

Second biggest: British American Tobacco(BTI). It's a value-play. The shares are priced very cheaply because people believe that tobacco is on its knees and a business that will die within the next decade or so.
I believe nicotine products are to stay, whether in cigarettes or vapes, BTI will be around. I will be invested since it's a valuable play. I don't expect BTI to ever MOON, to ever bring you that 20-30% return in a year. It won't. But every year it will bring you 10-15% of money, that's why it matters.

AMD is only a small position at the moment for me, but I am trying to expand on it. I simply don't have the funds, I am already fully allocated. I am trying to rebalance my portfolio, maybe sell some BTI for AMD, etc. Once I get more headroom in my purchasing power, all I am buying is AMD.

Their earnings are in 1-2 weeks or so. If AMD continues to drop, I am considering liquidating considerable portions of my portfolio to get myself into AMD with more money.

 

[Kelly Oubre Jr]

I 'abuse' debt to the highest possible degree.
My broker allows me to borrow money to get a 3.4x leverage.

I have 64k, yet I own 210k in stock. I pay interest over the ~150k my broker lets me borrow every month.

I am completely maxed out, they don't allow me to borrow more than I do now.

how much interest do you pay

 

[MoggerGaston]

how much interest do you pay

4-4.5%

 

[Kelly Oubre Jr]

4-4.5%

so you pay 6k a month to be able to have your leverage? or 6k a year? im a bit confused

 

[MoggerGaston]

so you pay 6k a month to be able to have your leverage? or 6k a year? im a bit confused

currently borrowing ~160k. so paying 6400 a year on interest.

 

[Kelly Oubre Jr]

currently borrowing ~160k. so paying 6400 a year on interest.

damn that sounds good. how do you cover the interest? dividends from the stocks?

 

[MoggerGaston]

damn that sounds good. how do you cover the interest? dividends from the stocks?

as long as my stocks keep going up, the interest is covered by the fact that my broker gives me more headroom to borrow/leverage more.

my net value goes up, so the amount i can borrow/leverage goes up. interest is covered by this. I dont pay for anything as long as my portfolio goes up more than my interest.

 

[Kelly Oubre Jr]

as long as my stocks keep going up, the interest is covered by the fact that my broker gives me more headroom to borrow/leverage more.

my net value goes up, so the amount i can borrow/leverage goes up. interest is covered by this. I dont pay for anything as long as my portfolio goes up more than my interest.

bro thats so sick. s&p500 averages 10% growth per year and you only pay 4% interest, so even a braindead monkey could theoretically make 6% per year and leverage that for like a 15% real return on the money they put in if i understand correctly?

 

[MoggerGaston]

bro thats so sick. s&p500 averages 10% growth per year and you only pay 4% interest, so even a braindead monkey could theoretically make 6% per year and leverage that for like a 15% real return on the money they put in if i understand correctly?

yes yes yes, your idea is correct. You are completely right.

except for the '15% real return' part. If markets go down, my strategy, this strategy, YOU ARE FUCKED.

your portfolio is destroyed.

There is no free money in this system. You see the free money. I see the free money.
The reason why it's free and easy is because this shit backfires into your face when things go bad. There's a lot of risk involved.

we are young though. we should take risks. Just don't do it foolishly.

 

[Kelly Oubre Jr]

yes yes yes, your idea is correct. You are completely right.

except for the '15% real return' part. If markets go down, my strategy, this strategy, YOU ARE FUCKED.

your portfolio is destroyed.

There is no free money in this system. You see the free money. I see the free money.
The reason why it's free and easy is because this shit backfires into your face when things go bad. There's a lot of risk involved.

we are young though. we should take risks. Just don't do it foolishly.

over the long term tho its very unlikely that you will lose money, and thats just if you blindly invest in "the stock market". the only big losing years since 2000 have been 2022 (covid + war in ukraine) and 2008 (financial crisis), so barring some kind of major world event again which seems very unlikely, you shouldnt really lose

im sure with a decent portfolio you can minimise the risk even further, do you have any advice? at the moment im just building up my portfolio on robinhood with no leverage

 

[MoggerGaston]

over the long term tho its very unlikely that you will lose money, and thats just if you blindly invest in "the stock market". the only big losing years since 2000 have been 2022 (covid + war in ukraine) and 2008 (financial crisis), so barring some kind of major world event again which seems very unlikely, you shouldnt really lose

View attachment 3040144

im sure with a decent portfolio you can minimise the risk even further, do you have any advice? at the moment im just building up my portfolio on robinhood with no leverage

I have no advice because I don't know what you are trying to achieve.
What is it that you seek with this money you have? Saving up for retirement? Trying to become a millionaire?

All these statistics you are bringing up, only make sense if you are invested for years, if not decades.
Are you invested for decades?

Look. Everyone wants to be rich, we all know that. You are not new. We all want free money.

But this investment game is something that people with a lot of money are worried about. They have millions and are looking where to put it.
You and me, we are small players, we have to wonder what are we trying to achieve?

Because investments can basically become a lottery. You have to be fine with that.

but more importantly realize that you have other qualities/value in the way your career develops which will give you wealth.

 

[Kelly Oubre Jr]

I have no advice because I don't know what you are trying to achieve.
What is it that you seek with this money you have? Saving up for retirement? Trying to become a millionaire?

All these statistics you are bringing up, only make sense if you are invested for years, if not decades.
Are you invested for decades?

Look. Everyone wants to be rich, we all know that. You are not new. We all want free money.

But this investment game is something that people with a lot of money are worried about. They have millions and are looking where to put it.
You and me, we are small players, we have to wonder what are we trying to achieve?

Because investments can basically become a lottery. You have to be fine with that.

but more importantly realize that you have other qualities/value in the way your career develops which will give you wealth.

yeah im talking about long term investing for 10+ years

 

[MoggerGaston]

yeah im talking about long term investing for 10+ years

then its a good strategy to leverage your money into an index fund for example tbh.

 

[forevergymcelling]

AMD stock been tanking hard but only because the general semiconductor market tanked.
Intel has extreme issues with top line 13th and 14th gen (current gen) products degrading and become unusuable. This story is still not in mainstream outlets yet it is known amongst tech-influencers.
on top of that AMD is launching Zen5 this month, and intel has NOTHING to compete with it untill december.

What does this mean:

NOBODY with a working brain, is going to buy an Intel CPU over an AMD CPU for the coming next 6 months.

AMD GPU section, they can't compete with Nvidia. They are a dog, far behind, looking for leftovers.

But with AI being so dominant, Nvidia products being so dominant, these 'leftovers' are becoming bigger. Amd will profit.

My current portfolio:
View attachment 3039704

I believe in TSM as it completely destroys its competition (samsung) in foundry services. Intel doesn't even compete until 2027 or so and it's a wait and see how well they do. It's my biggest position. TSM is a POWERHOUSE the best run semiconductor company out there.
Then why is it so cheap? China. There is a constant threat of a chinese attack on taiwan. If you believe this will happen, don't invest. If you believe it won't happen, invest into TSM.

Second biggest: British American Tobacco(BTI). It's a value-play. The shares are priced very cheaply because people believe that tobacco is on its knees and a business that will die within the next decade or so.
I believe nicotine products are to stay, whether in cigarettes or vapes, BTI will be around. I will be invested since it's a valuable play. I don't expect BTI to ever MOON, to ever bring you that 20-30% return in a year. It won't. But every year it will bring you 10-15% of money, that's why it matters.

AMD is only a small position at the moment for me, but I am trying to expand on it. I simply don't have the funds, I am already fully allocated. I am trying to rebalance my portfolio, maybe sell some BTI for AMD, etc. Once I get more headroom in my purchasing power, all I am buying is AMD.

Their earnings are in 1-2 weeks or so. If AMD continues to drop, I am considering liquidating considerable portions of my portfolio to get myself into AMD with more money.

How the fuck do you have so much money working at a supermarket?

Ok nvm you're leveraged

 

[Chinacurry]

Lol I bought AMD a couple years ago in the 70s, let it ride to like 180 then sold half.

Still holding half, not adding any more though

 

[FutureChadronelite]

teach me

 

[ObamasLastName]

Buy Qualcomm too

This aged terribly

When did you invest in Nvidia.

Now it's the time to buy. Buy calls that expire end of August.

 

[Alt Number 3]

lol it went down it’s over

 

[MoggerGaston]

lol it went down it’s over

get rid of the losers who dont deserve free money and have weak hands

 

[iblamechico]

i dont care about money. I am only investing so much, looksmaxxing so much, to be valued at some point in my future.

View attachment 3003471
If only a girl like this would care about me, I wouldnt need to constantly self-improve. Become richer, more popular, more succesful, etc.

Looks like a tranny faggot

 

[Rea]

i'm already on amd

 

[MoggerGaston]

i'm already on amd

+2.9% today, begin of a recovery for AMD.

i doubled my position from 7k euro to 14k euro now. (out of money to buy more)
sold some tobacco stock to do this since they didn't go down while tech-stocks did.

once tech-stocks have recovered I will rotate some money back into tobacco.

 

[Alt Number 3]

I had bought Nvidia in 2020 and held it since. Only because I completely forgot about it and can’t be bothered to reset the password to the investment account

 

[MoggerGaston]

Looks like a tranny faggot

i ghosted her, she lived too far way tbh cant be bothered to travel 1hour one-way for a date.

 

[MoggerGaston]

I had bought Nvidia in 2020 and held it since. Only because I completely forgot about it and can’t be bothered to reset the password to the investment account

mogger investment technique.

i keep getting margin calls 10 times per week so I have to login every day to adjust my portfolio or they liquidate me JFL. +fine me
struggle of living on the absolute max leverage ratio they allow me. 1 stock goes down? margin-call.

 

[Alt Number 3]

mogger investment technique.

i keep getting margin calls 10 times per week so I have to login every day to adjust my portfolio or they liquidate me JFL. +fine me
struggle of living on the absolute max leverage ratio they allow me. 1 stock goes down? margin-call.

that’s not ideal for ur mental health I’m guessing.

 

[Baban]

20+% returns

why bother unless ur puttin 100k+

 

[MoggerGaston]

that’s not ideal for ur mental health I’m guessing.

I can handle the stress as a rotting NEET tbh. But you are right.

 

[MoggerGaston]

why bother unless ur puttin 100k+

my current portfolio is 234k

 

[Baban]

my current portfolio is 234k

fair enough. how did u mkae that money

 

[Dickdazzler]

AMD GPU section, they can't compete with Nvidia. They are a dog, far behind, looking for leftovers.

amd gpus do 90 percent of nvda gpu for 70 percent the price, im holding both amd and nvda

 

[MoggerGaston]

fair enough. how did u mkae that money

i invest on leverage