$Advanced Micro Devices (AMD.US)$ so AMD has sold off to the...
$Advanced Micro Devices(AMD.US$ so AMD has sold off to the levels of December of last year it's wiped out all gains. the question you have to ask yourself are the valuations of AMD today higher or lower than back in December? the only reason why AMD tanked last quarter is because the guidance was for 4 billion and not higher than the highest whisper number of 6 billion that's it. so you're going to tell me that a logical prudent investor is going to discard the next 10 years of transformative artificial intelligence growth in every industry to buy micro cap small cap companies in the Russell of which 70% have no e meaning no earnings 20% are regional banks that we have seen first hand the impact of high interest rates on regional Banks look back to silicon valley and we know according to all of these real estate experts that there's a trillion dollars that must be refinanced and it starts now through 26 and when they Mark the market these properties that were purchased at a billion dollars and there were 200 million because they're vacant the losses go to the regional Banks so even interest rates coming down won't help the loss of principle once it's Mark the market.
pt 1 of ??
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35+ yrs in the trenches, raised tens of millions for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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10baggerbamm OP : pt 2
and then you have the best of the Russell ultimately get purged out supermicro is now part of the NASDAQ 100 granite it's crashed everything has and what it's going to go when it's place another microcap small cap company with enormous losses and huge debts on their books. so smart investors are supposed to rotate out of the most profitable companies into ones that are highly dependent upon economic growth and we know the economy is slowing so that's counterintuitive you would never buy a small cap micro cap company when the economies are slowing but we're supposed to believe that this index is going to go up 40% and that's where all of this money that's being sold out of these proven winning tech companies most with no debt on their books with enormous barriers to entry we're supposed to go into these micro cap and small cap companies. we're supposed to buy healthcare companies biotech companies that are large companies insurance companies these are all cyclical Giants
10baggerbamm OP : pt 3
they go up they come down they go up they come down that's it buying holding them results in a net of zero you get a dividend you reinvest it that's the extent. there's truly no growth because regulations constrain it. so we own tech companies and now the world has decided that they're overvalued and hedge funds are short in the shit out of every single one of them because they can.. and Google I know that's not their name but I was there when they had their IPO, had one tiny matrix of advertising on YouTube that wasn't up to snuff you know why that is because when an economy slows advertising dollars of the first thing that goes and we saw it when there used to be a lot of print with newspapers advertising would slow papers would get thinner magazines ads would get less so the magazines would become thinner they wouldn't need a binding they would use a staple. so everything else on Google was terrific and they marked it down and they talked about capex well wait a second they're investing money for the future meta is coming out Microsoft's coming out they're all coming out this coming week do you think they're going to slow their Capital expenditures I don't I think they're going to be accelerating them because the alternative is they're paying taxes with the money so why not invest in the future that's smart business.
10baggerbamm OP : pt 4
everybody understands that Nvidia is number 1 AMD is number two it's indisputable but they want us to sell winning companies whose technology is adopted and will continue to be adapted into every sector around the world every country around the world and we're supposed to sell these companies and buy retail stores really we're supposed to buy Pfizer we're supposed to buy Banks there's no growth in that there's cyclical companies they go up they go down they have their 10-15% swings and that's it.
so we're down 20% 25% from the peak in this company and more so in other companies and the pain is excruciating because every day you wake up there's no bottom you get nauseous you want to throw up you want to puke you start questioning your judgment your logic I could have should have would have. everybody on TV is saying we're at the beginning of an AI bubble crash the people that are saying that didn't own any of these companies on the way up by the way. so where's the bottom? back in April we had what could have been the beginning of world war 3 with Iran and Israel and markets got trashed and they recovered. and now we have an uncertain future from a political standpoint in the United States where one person is directly responsible for the problems that have persisted with the debts with the illegal activities coming across the border with the deaths of fentanyl and you have the corrupt media but now wants to put her on the pedestal and say what a wonderful person she is oh and she wasn't the border czar.
10baggerbamm OP : 5
everybody knows the truth they're using what is the polite way of saying gas lighting or lying. if she gets in her way is all the insurance companies are out of business but wait a second they haven't crashed yet but she wants a nationalized health Care system with taxes up to about 70%, why aren't the insurance companies crashing? I know this is getting long and winded. I know it's off topic and I was asked by multiple people yesterday where is the bottom at what point I can't take it anymore... I don't have an answer because they don't ring the bell at the bottom or the top. I will tell you back in 2009 I felt the same pressure that I'm feeling now my losses are significantly greater right now by an exponential magnitude and I'm sure others feel the same way everything that you worked for on the way up just evaporated that quick and now you're sitting on losses. I sold two days before the absolute bottom in 2009. because I couldn't take it anymore.... I don't know where the bottom is here but I have that same feeling I'm getting the point that I can't take it anymore.