koolgal
09-23 04:59
🌟🌟🌟 $Advanced Micro Devices(AMD)$ explosive surge into the Trillion Dollar Club is certainly a confirmation of its status as the definitive 2nd pole of AI.  However the sheer speed of this overnight vertical leap flashes short term signs of a sentimental climax.  The FOMO crowd don't want to miss out.

Big Tech cloud providers like Microsoft, Meta are desperate to escape $NVIDIA(NVDA)$ high pricing.  By delivering MI325X & the upcoming MI350 series accelerators, AMD has secured its position as the 2nd pole. 

While the business logic is sound, the stock price has run incredibly ahead of its current cash flows.  AMD is now trading at P/E ratio  pushing past 45x.

I prefer to buy $VanEck Semiconductor ETF(SMH)$ which gives me premium exposure to the entire AI hardware boom.  It will eliminates the anxiety of trying to guess which individual stock will win next week.

Investing can be so simple with SMH.

@TigerStars @Tiger_comments @Tiger_SG

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion šŸ‘‡ šŸ”„ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • jinglese
    09-23 21:23
    jinglese
    SMH makes more sense here. The steadier pull might come from the equipment names inside the chain, not just AMD and Nvidia lol
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