$Advanced Micro Devices (AMD.US)$ Lisa Su will appear live o...

Kimpten : too late to buy more amdl?

10baggerbamm OP Kimpten : what's your time horizon the stock's been to 227. if you want leverage buy AMDL , a 2x ETF..
tonight officially consider that if AMD goes back to an all-time high again in the next 12 months maybe 18 months it's 227 where is The leverage ETF was over $25 and it's 13 today. so from a percentage standpoint game if you believe in the future of Lisa Su leading AMD and if you believe that we're early innings with AI like Dan Ives says we are.. it's 9:00 in the party goes to 4:00 a.m.. then why not buy a leveraged ETF. and please don't tell me about decay because you have no idea what you're talking about if AMD is going to go to 227 The leverage ETF will be over 25 again there's no cheaper way to gain leverage than using an ETF if you go on margin your interest rates that you pay will greatly exceed the cost of the management fees and the options used to create the leverage position in an ETF.

Kimpten 10baggerbamm OP : eoy should I wait for a drop after nvda report?

10baggerbamm OP Kimpten : that's the X Factor that's the 800 lb gorilla in the room that potentially can cause a train wreck.. I told people and you can go back and see this a half a dozen times they need to hedge their Nvidia position with puts using nvdu. it comes down to what does Jensen say I think the quarter is going to be spectacular but but but.. if Blackwell is delayed 3 months then he has to guide lower for Q4 and q1 because you are not going to have your latest and greatest to sell.. and I referenced the meeting where he was interviewed a couple of weeks ago at the tech conference and I said he seems very very nervous and this was before the rumor started by the way about Blackwell's delay I said he seems very nervous to me during the interview he played politician when the woman asked him you've had tailwinds for a long time now and it appears that there's headwinds coming your way. additionally when Zuckerberg and Jensen were speaking in their q&A afterwards Zuckerberg says that they're going to slow down purchases of capex through the balance of the year and will resume next year. and I said well why would he say that if he doesn't know that they're not going to have a Blackwell chip in Q4 to buy. so that's been what I've said multiple times now you can go back and verify this and if Jensen guides lower in Q4 and q1 Nvidia is going down 30%, and we'll take all chip stocks with it and that's where you would buy them. the question is will it happen and I don't have a crystal ball.