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Advanced Micro Devices Inc. (AMD $233.54)
- $233.54 P/E (TTM): 137.24X Cap: $380.21B
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Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
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Advanced Micro Devices Inc. (AMD $233.54)
- $233.54 P/E (TTM): 137.24X Cap: $380.21B
- View AMD Profile
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Q: Hi 5i
As a follow on to Helens question, "where do you see AMD going from here" on what obviously is positive news for AMD .
Currently holding 3% position. Would you continue to hold or add to existing position?
Is the huge SP move today simply unbridled greed and speculation which require more caution?
thx
As a follow on to Helens question, "where do you see AMD going from here" on what obviously is positive news for AMD .
Currently holding 3% position. Would you continue to hold or add to existing position?
Is the huge SP move today simply unbridled greed and speculation which require more caution?
thx
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Advanced Micro Devices Inc. (AMD $233.54)
- $233.54 P/E (TTM): 137.24X Cap: $380.21B
- View AMD Profile
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Q: Hi Peter,
I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.
Best,
Matt
I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.
Best,
Matt
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