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Is It Time to Sell AMD?

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Manage episode 478445561 series 2480830
Content provided by EYL Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EYL Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this clip, Rashad Bilal, Troy Millings, and Ian Dunlap sit down to break down the current state of AMD and what investors should be considering right now. Are we entering bearish territory for AMD? Is it time to cut your losses—or is there a buying opportunity on the horizon?

Ian shares his longtime perspective on AMD as one of his favorite companies, while also explaining why he now sees it slipping off the Mount Rushmore of chip makers. The trio weighs in on where AMD stands in comparison to titans like Nvidia, TSMC, ASML, Broadcom, and Qualcomm. If you've been asking yourself whether to hold, sell, or wait for new lows, you’ll get actionable insights and specific price levels Ian is watching ($53.16 and $25.82), as well as key chart analysis from Troy.

The conversation also digs into macroeconomic factors affecting the semiconductor sector—like tariffs, US manufacturing policy, and the ongoing GPU wars. What does "America First" for chips mean for AMD and its competition? Can AMD regain second place in GPUs, or is Nvidia's dominance locked in for the next five years?

Rashad puts a spotlight on the dangers of individual stock picking, stressing why index funds and ETFs (like SMH) offer a safer, more defensive play. With AMD down nearly 60%, the risks of concentrating investment in single companies have never been clearer.

If you want real talk about investing, industry trends, technical analysis, and why defense in investing is just as important as offense, this clip is for you.

*Timestamps:*

0:00 - Is it time to sell AMD?

0:39 - AMD’s competitive position & industry Mount Rushmore

2:13 - Price targets & technical analysis

3:58 - Impact of US chip policy & tariffs

5:00 - Risks of stock picking vs. index funds

7:10 - Final thoughts and defensive investing

*Don’t forget to like, comment, and subscribe for more honest conversations on investing, stocks, and financial strategy! If you want us to review another stock, drop your suggestion below.*

*Hashtags:*

#AMD #Investing #Semiconductors #Stocks #Nvidia #ChipStocks #ETFs #Finance #MarketAnalysis #InvestmentStrategy


Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1221 episodes

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Is It Time to Sell AMD?

Earn Your Leisure

515 subscribers

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Manage episode 478445561 series 2480830
Content provided by EYL Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EYL Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this clip, Rashad Bilal, Troy Millings, and Ian Dunlap sit down to break down the current state of AMD and what investors should be considering right now. Are we entering bearish territory for AMD? Is it time to cut your losses—or is there a buying opportunity on the horizon?

Ian shares his longtime perspective on AMD as one of his favorite companies, while also explaining why he now sees it slipping off the Mount Rushmore of chip makers. The trio weighs in on where AMD stands in comparison to titans like Nvidia, TSMC, ASML, Broadcom, and Qualcomm. If you've been asking yourself whether to hold, sell, or wait for new lows, you’ll get actionable insights and specific price levels Ian is watching ($53.16 and $25.82), as well as key chart analysis from Troy.

The conversation also digs into macroeconomic factors affecting the semiconductor sector—like tariffs, US manufacturing policy, and the ongoing GPU wars. What does "America First" for chips mean for AMD and its competition? Can AMD regain second place in GPUs, or is Nvidia's dominance locked in for the next five years?

Rashad puts a spotlight on the dangers of individual stock picking, stressing why index funds and ETFs (like SMH) offer a safer, more defensive play. With AMD down nearly 60%, the risks of concentrating investment in single companies have never been clearer.

If you want real talk about investing, industry trends, technical analysis, and why defense in investing is just as important as offense, this clip is for you.

*Timestamps:*

0:00 - Is it time to sell AMD?

0:39 - AMD’s competitive position & industry Mount Rushmore

2:13 - Price targets & technical analysis

3:58 - Impact of US chip policy & tariffs

5:00 - Risks of stock picking vs. index funds

7:10 - Final thoughts and defensive investing

*Don’t forget to like, comment, and subscribe for more honest conversations on investing, stocks, and financial strategy! If you want us to review another stock, drop your suggestion below.*

*Hashtags:*

#AMD #Investing #Semiconductors #Stocks #Nvidia #ChipStocks #ETFs #Finance #MarketAnalysis #InvestmentStrategy


Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1221 episodes

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