STD0825
:
Supper just got added to the 500......they will bring it up more as the index realigns. Then crash the pot. AMD with a 280 PE or some crazy number......cant last. But I will take their money while it does...
BelleWeather
:
You think a correction in the sector overall? Or just these two? I think AMD will underperform a while, and sold of most of the position for Nvidia last year. But I’d not bet against Nvidia for a while!
Money Thrill
:
A correction? I do not suppose. On the News several days ago .... There are billions €'s of Europe who goes to U.S. ... most of all in Semiconductors, A.I. and etf's. . Example VanEck Semiconductors & i shares
Avengers 2023 : Yes sooner or later
Penguin : when?
Avengers 2023 Penguin : By this week.
Your Father Avengers 2023 : Yea the whole US market is carried by Semiconductor stocks only. Hopefully there is a correction by this week
Master Corgi OP Your Father : But one coming
STD0825 : Supper just got added to the 500......they will bring it up more as the index realigns. Then crash the pot. AMD with a 280 PE or some crazy number......cant last. But I will take their money while it does...
BelleWeather : You think a correction in the sector overall? Or just these two? I think AMD will underperform a while, and sold of most of the position for Nvidia last year. But I’d not bet against Nvidia for a while!
Money Thrill : A correction? I do not suppose. On the News several days ago .... There are billions €'s of Europe who goes to U.S. ... most of all in Semiconductors, A.I. and etf's. . Example VanEck Semiconductors & i shares
Master Corgi OP Money Thrill : Hehehe look at AMD
Money Thrill Master Corgi OP : Indeed, I just sold 50% of $Super Micro Computer (SMCI.US)$ , buy at 475. I looking now at AMD, Lam Research, Broadcom and perhaps $Taiwan Semiconductor (TSM.US)$ ? I know they sold shares of $ASML Holding (ASML.US)$ for 1 billion and build an compagny in German, not far away from asml Netherlands, of 1 billion €. And Taiwan make also chips for Nvidia. What's your Opinion? Thanks