• 谈笑自若的特罗伊 : Are you saying that we have reached the bottom now?

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• Ultratech OP 谈笑自若的特罗伊 : depends if it decides to fall to 550 again because it could tick up and down a little first before moving upward so would want to just hold on tight a few weeks until it becomes actual uptrend. sometimes the lowest wick of the 6 is bottom. we need an 8 and a 9 to complete which could go lower its very close but in long term doesn't matter

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• Ultratech OP : if you want something cheaper besides fractionals $BLACKROCK INNOVATION AND GROWTH TST (BIGZ.US)$ largest holding is monolithic power

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• 10baggerbamm : when people say they're expensive you really need to qualify it because these chip companies as a group are growing 20 to 30% if you compare that to say the Dow stocks excluding Nvidia or the S&P 500 from evaluation standpoint they have far less growth and yet they traded a higher valuation from a multiple so that means you're paying more you're getting less if you look at Microsoft it trades it over 40 times earnings it's growth isn't anywhere is as close as many of the tech stocks that you're referring to in the semiconductor field. apple is only growing revenues at what 4% and what do they trade at a multiple. making a blanket statement that semiconductor stocks are expensive compared to what because if you look at all of these quantum computing companies they have zero revenue most anyways which means they have zero profits if you look at the nuclear stocks at rallied they have little to no revenue they have losses that means no profits. the saying semiconductor stocks are overvalued compared to what because I can go down the list of most every industrialized sector and they lag the growth of semiconductors and they lag the profits and they're sitting on a shitload more debt than the tech companies are within the semiconductor field

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• 韭菜变主力 OP 10baggerbamm : P/S > 10, forward P/E > 33 with about 20% growth next year. Earnings is high quality. It’s fairly valued or slightly undervalued, you don’t have obvious deep value. But it is cheaper compared with most other stocks. However, this stock is in a down trend, so investors typically want more value to go against the trend.

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• 韭菜变主力 OP 10baggerbamm : Another reason I say this is lke AMD today. The metrics there are close to this one, but you can see when you go against the trend, all the negativity needs to be flushed out before the trend reverses, like LULU this year.

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• 10baggerbamm 韭菜变主力 OP : Nvidia is trading 21 times next year with 70 plus percent growth and margins in the 80% range. so if you're going to try to compare the two there is no comparison. what is earnings high quality mean? they miss twice this year on their guidance. they have two divisions that are very problematic for the company that's gaming and that's pc. pc is why Bank of America downgraded today. Dell only had weakness in their entire quarter in the PC line. so it's a valid point that's made if Dell is having problems AMD certainly will have problems think Venn diagram one fits inside of the other. and if   Dell PC's not doing well you get the idea. so how is the revenue growth excellent? first quarter this year Wall Street was looking for 5 billion forward guidance in their AI business they guided four next quarter they were looking for five plus billion they guided it four and a half. this year when the stock was 174 you can go back and look that's when they had their dog and pony show.  Lisa was on stage brought forth their customers and they say how great AMD is and they look forward to working with them and that's when they debuted their new GPU. their new GPU is larger not smaller that kind of bucks the trend doesn't? the new GPU is 30% faster that's hardly a game changer.. compare that to what Nvidia is selling versus Blackwell. Blackwell is 90% more energy efficient.
  but do your own homework decide what you want it's your money you earned it. maybe AMD gets in the quantum computing I don't know they get to use that buzzword maybe that'll help with a few dollars in the price of their stock maybe they'll decide to divest and start building SMR reactors that might help them out too

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• 韭菜变主力 OP 10baggerbamm : It’s also why I say it’s primed for a rebound. You still need to consider if you want to reduce when it does rebound.

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• ghizlane akhouti : now 560 , time to load up .great discount

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• Kuku bird on fire ❤ :

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