10baggerbamm
:
I think the doj lawsuit/investigation is bullshit I think from a search standpoint where Google once had 90% they're falling by the wayside. if doj were to look at perplexity for example they would realize it is vastly Superior in every way from a search standpoint compared to Google. I think ultimately Google will be vindicated but it's going to be in the next administration and Trump made it clear he's actually not a fan of Google and thanks they may not be around those are his words.. I'm sure their businesses quarters going to be excellent advertising is going to be record levels because of the election.. I would bet on Apple.. that's my two cents and you know what they say about free advice.
10baggerbamm
:
as a follow-up it has broken out to the upside it's above it's 20 day and if I were to trade it I would use the 2x leverage ETF. ggll
on a different note the chip stocks are just beginning to rally again they've consolidated for months now. soxl is what I invest in I sell puts on it below the market a dollar to $2 on a weekly basis I own it out right and I sell calls against it I'm going to lose my long position against the calls more than likely at this rate at the close on Friday but that's okay. this basket was over $70 it went down to low twenties back to 40 back to low 30s now it's high 30s it has a long way to go. if you believe in the AI trade this is a great way to participate and my suggestion is don't buy your whole position at once buy it on weakness. so if it's down a dollar buy a little if it's down $2 by a little chasing it I've watched this reverse many a times and I've been on the wrong end
Unger
OP
10baggerbamm
:
Thanks again for the thorough answer and aswell as your opinion! What do you think about AMD aswell? I feel they dont have such a high roof to clear with the expectations this quarter and I guess it’s all about the guidance. Thoughts? @10baggerbamm
10baggerbamm
Unger
OP
:
so AMD I have a love hate with it. I use the leveraged a ETF amdl which is a 2X ETF for investment. I had a very large position in it I had 100,000 shares with a cost basis in the tens I was selling put selling calls and playing both sides and wrote it up to $17 and that's when Lisa Su had well it would be 3 weeks ago this Thursday the dog and pony show. AMD is always been viewed as second tier to Intel forever you go to buy a personal computer and it always was Intel inside with that little half circle and that's what people purchase was Intel even though on specs AMD made Superior chips relative to the Pentium and every other version that existed prior..
10baggerbamm
Unger
OP
:
pt 2 there's multiple divisions within AMD and moomoo did an excellent job this morning there was an article that broke down every single segment of their business and you can see they're really not killing it as a company compared to Nvidia.. they have business segments that are not growing at a rate that would warrant their current valuation of that particular business line if it were to be a separate company. the future is their GPU division that's it and they took it from 0 to 5 billion dollars in a year which is sensational. the issue earlier this year is Wall Street was expecting in the first quarter much higher results than what they delivered and they got crushed last quarter they beat with a revision upwards so this quarter they should do exceptionally well because not everybody wants to pay up for nvidia's chips or stand in line to be part of an allocation for Blackwell. and Elon Musk even said it last week I think is exact words where it's very difficult to get chips from Nvidia.
10baggerbamm
Unger
OP
:
pt 3 if the richest guy in the world who's not going to sell chips to China says that there's a lot of people that will say okay you know what we're not going to get Nvidia but we'll get something that is almost as good it functions it works it'll do what we wanted to do and then some for a lot less money.. so the GPU data center division is the most important growth business within an AMD and I think they're going to have a sensational quarter the real X Factor is will they raise their guidance for the balance of the year higher than what they prior did buy a significant amount not 10% but like 50% and will they provide guidance for q1 Q2 next year. so getting back I had 100,000 shares of amdl in the mid tens road it up to 17 and wound up selling at 16.5 and wound up selling the balance at 13 and a half. I saw the turn on the chart the other day I made a comment about amdl and where I thought it would push to and obviously it's way above it right now it's about 15 on The leverage ETF so I think if they knock the cover off the ball you'll see the ETF at $17 tomorrow. and I'm outside looking in.. I encourage you to read the moomoo analysis of AMD it really is outstanding
10baggerbamm : I think the doj lawsuit/investigation is bullshit
I think from a search standpoint where Google once had 90% they're falling by the wayside. if doj were to look at perplexity for example they would realize it is vastly Superior in every way from a search standpoint compared to Google.
I think ultimately Google will be vindicated but it's going to be in the next administration and Trump made it clear he's actually not a fan of Google and thanks they may not be around those are his words.. I'm sure their businesses quarters going to be excellent advertising is going to be record levels because of the election.. I would bet on Apple.. that's my two cents and you know what they say about free advice.
10baggerbamm : as a follow-up it has broken out to the upside it's above it's 20 day and if I were to trade it I would use the 2x leverage ETF. ggll
on a different note the chip stocks are just beginning to rally again they've consolidated for months now.
soxl is what I invest in I sell puts on it below the market a dollar to $2 on a weekly basis I own it out right and I sell calls against it I'm going to lose my long position against the calls more than likely at this rate at the close on Friday but that's okay.
this basket was over $70 it went down to low twenties back to 40 back to low 30s now it's high 30s it has a long way to go. if you believe in the AI trade this is a great way to participate and my suggestion is don't buy your whole position at once buy it on weakness. so if it's down a dollar buy a little if it's down $2 by a little chasing it I've watched this reverse many a times and I've been on the wrong end
Unger OP 10baggerbamm : Thanks again for the thorough answer and aswell as your opinion! What do you think about AMD aswell? I feel they dont have such a high roof to clear with the expectations this quarter and I guess it’s all about the guidance. Thoughts? @10baggerbamm
10baggerbamm Unger OP : so AMD I have a love hate with it. I use the leveraged a ETF amdl which is a 2X ETF for investment. I had a very large position in it I had 100,000 shares with a cost basis in the tens I was selling put selling calls and playing both sides and wrote it up to $17 and that's when Lisa Su had well it would be 3 weeks ago this Thursday the dog and pony show.
AMD is always been viewed as second tier to Intel forever you go to buy a personal computer and it always was Intel inside with that little half circle and that's what people purchase was Intel even though on specs AMD made Superior chips relative to the Pentium and every other version that existed prior..
.
10baggerbamm Unger OP : pt 2
there's multiple divisions within AMD and moomoo did an excellent job this morning there was an article that broke down every single segment of their business and you can see they're really not killing it as a company compared to Nvidia.. they have business segments that are not growing at a rate that would warrant their current valuation of that particular business line if it were to be a separate company. the future is their GPU division that's it and they took it from 0 to 5 billion dollars in a year which is sensational. the issue earlier this year is Wall Street was expecting in the first quarter much higher results than what they delivered and they got crushed last quarter they beat with a revision upwards so this quarter they should do exceptionally well because not everybody wants to pay up for nvidia's chips or stand in line to be part of an allocation for Blackwell. and Elon Musk even said it last week I think is exact words where it's very difficult to get chips from Nvidia.
10baggerbamm Unger OP : pt 3
if the richest guy in the world who's not going to sell chips to China says that there's a lot of people that will say okay you know what we're not going to get Nvidia but we'll get something that is almost as good it functions it works it'll do what we wanted to do and then some for a lot less money.. so the GPU data center division is the most important growth business within an AMD and I think they're going to have a sensational quarter the real X Factor is will they raise their guidance for the balance of the year higher than what they prior did buy a significant amount not 10% but like 50% and will they provide guidance for q1 Q2 next year. so getting back I had 100,000 shares of amdl in the mid tens road it up to 17 and wound up selling at 16.5 and wound up selling the balance at 13 and a half. I saw the turn on the chart the other day I made a comment about amdl and where I thought it would push to and obviously it's way above it right now it's about 15 on The leverage ETF so I think if they knock the cover off the ball you'll see the ETF at $17 tomorrow. and I'm outside looking in.. I encourage you to read the moomoo analysis of AMD it really is outstanding