Advanced Micro Devices (AMD)

Was supposed to be the next big NVDA, and that's why he holds it, but it's lagged. Pretty good runway. He's taken a bit of profit. 

Hold on. The momentum is very strong in the semis space, all driven higher. Semis used to be very cyclical, but not anymore and their demand will be more durable. If NVDA shares slide, AMD won't necessarily fall with them, because AMD's chips are different, are not as cutting-edge as NVDA's

Has done well in recent years, compared to INTC, because of alliance with TSM. Going forward, monitor how TSM is doing compared to INTC. Seems to still be in a good spot. Challenge upcoming with Arm technology in cell phones.

Pulled back. Perhaps chips are not considered as good as NVDA's. She doesn't play in the semiconductor sector, too cyclical and volatile. She'd rather play the hyper-scalers. Still momentum in the data centre buildout, but put your money elsewhere if the volatility is too much for you.

It's been a great stock over a long period of today. It was downgraded today so shares slipped. The CEO is too strong, so he wouldn't write off AMD.

Loves the theme of AI, chips, data centres, and servers. It's come down from a couple of months ago and traded sideways, another opportunity to get in. Next leg will be up and, hopefully, retake past highs. Super-comfortable with.

Does not shares in this business. Has focused on other aspects of this sector. Company under pressure compared to Nvidia. Prefers "picks and shovels" style business. 

Technically attractive, as stock's fallen a good amount from recent highs by about 38%. Trading near 200-day MA. He's picking away at it.

The reaction is normal; shares were overbought. We're seeing de-celeration of exposure to semis after quarters of growing it. He's reduced his exposure in semis overall. Shares are -20% YTD, but they've moved 60% higher the past year.

Obviously, they've benefited from AI, but now we're seeing a rollover among tech names. Best to wait and see after earnings season. It's too early to chase this after it's come down. Overall, he likes AMD.

Be disciplined and sell some shares, because this has run up 73% in the past year. Trim.

After a sharp 5-month rally, AMD has pulled since early March. Nvidia is the elephant in the room as AMD trails. Nvidia hopes its open-source product will growth differently from Nvidia. It's a gamble he wouldn't take.

Recent stock run up has created high valuation. Very good trend overall - but stock is expensive. Over the long term, will be a good investment. Other names in sector available at cheaper valuations (for short term investors). Overall is a quality name.