Discussion about AMD
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383Does AMD still have potential?
Do you think $AMD (-3.75%) still has upside potential? I'm not sure whether it's still worth getting in at this price.
Dividend investor.
Day Investors!
I mainly invest in dividend aristocrats and dividend kings.
I usually buy shares that have fallen due to weak economic phases or other stock market events and therefore have a high dividend yield at lower prices. The growth and accumulation of my dividends is important to me. I don't speculate on turnarounds, but make sure that the companies in my portfolio have a solid business model and continue to be profitable enough to increase their dividends annually.
Regular quarterly figures and annual reports are therefore very important to me.
Currently, my portfolio has a gross dividend yield of over 5% and annual dividend growth of over 8%.
I have recently started to invest more in growth stocks in order to compensate somewhat for the weak share price performance to date. These include, among others $HD (-0.18%) , $AMD (-3.75%) , $WM (-0.98%) , $GOOGL (-2.38%) etc. Also $UNH (-5.45%) I count as well. To be honest, $UNH is a small "trade". If it pans out, I would have secured a 3% dividend yield along with strong growth... which is pretty rare. FOMO.
Maybe it's also $NOVO B (+0.77%) to this. 😜
My dividends are taxed in accordance with the double taxation agreement.
So far, I've collected €9,000 in dividends and reinvested every cent of it.
I like to exchange ideas with other investors, especially dividend investors.
With this strategy, you would be better off with accumulators, because you pay tax on every dividend, which significantly reduces your growth.
I have over 15,000 gross dividends per year and I'm also a dividend lover, but I consume them because I use them to buy myself time to live part-time.
Podcast episode 104 "Buy High. Sell Low."
Subscribe to the podcast so that Jerome can start the money printer.
00:00:00 Tesla
00:33:30 Alphabet
01:09:00 Jerome's money printer
01:12:00 Blackstone
01:32:00 Service Now
01:49:50 Intel
Spotify
https://open.spotify.com/episode/04SQs9epnHicj8HNlyPJrI
YouTube
https://www.youtube.com/watch?v=gAykuGJTRyU
Apple Podcast
$TSLA (-2.53%)
$INTC (-3.76%)
$NOW (-4.24%)
$GOOG (-2.35%)
$GOOGL (-2.38%)
$BX (-3.21%)
$ (-3.75%)AMD (-3.75%)
Dropping your pants for the first time
I've been around here for a while, but have never posted anything - so: pants down! 😄
I currently invest:
- 800 € in the $ISAC (-2.29%) - which should form my "secure foundation" in the medium term and grow to approx. 60% of my portfolio.
- 200 € in $BTC (-2.47%) - as an admixture and long-term risk investment.
I have also made a few individual purchases and "gimmicks" to gain experience, but the focus is currently on expanding the portfolio. $ISAC (-2.29%) .
In addition, smaller amounts (€25-50) are invested in shares where I see potential - or simply have hope 😉:
- $AIXA (-3.34%) (AIXTRON)
- $AMD (-3.75%) (Advanced Micro Devices)
- $HIMS (-6.92%) (Hims & Hers Health)
- $CRSP (-0.81%) (CRISPR Therapeutics)
- $DRO (-5.84%) (DroneShield)
I am also betting on some sectoral ETFs in areas that I find exciting. At the moment, things are looking a bit bleak, but in the next 10 to 20 years I can imagine that these areas will do well in terms of sustainability:
- $HDRO (-4.16%) (hydrogen)
- $INRA (-0.49%) (green infrastructure / energy)
- $GLGG (-1.82%) (water supply)
I am a complete career changer - I had zero contact with shares or ETFs before and am now building up my knowledge bit by bit.
My professional background is in research (PhD in chemistry 🧪), so I'm no stranger to analysis, critical thinking and numbers - just not in the financial sector so far.
What interests me in particular:
➡️ How did you build up your knowledge of investing?
➡️ Do you have any book recommendations, sources, YouTubers, blogs or podcasts that have helped you?
➡️ What do you think people should pay particular attention to when they are new to investing?
I'm looking forward to tips, exchanges & maybe even an aha moment or two!
Intel remains a shitshow.
Poor to uncertain outlook. -60% in five years. No bottom in sight. Glad to have sold at a profit last year in April. 📉 $INTC (-3.76%)
$AMD (-3.75%)
$NVDA (-3.46%)

I would say a bit emotional
Greetings :)
I'm almost too interested in the whole stock market topic. Over the last few weeks, I've been completely fixated on shares and finance.
Every day I've been following the posts on the platform, looking through all the portfolios and thinking about what to do next.
Sometimes I ignored the saying "time in the market beats timing the market" and unconsciously started gambling.
I thought about investment strategies every day. Sometimes I simply implemented crazy ideas, which I thought were stupid the next day.
My starting position was 4 ETFs. An All World, a Europe, an Asia and the Gerd Kommer ETF as mentioned in the previous post.
In the end, I decided on the $VWRL (-2.25%) . I sold each ETF to create 2 new positions with the total amount. $SESG (+1.91%) & $VNA (-0.37%) to open. The rest of the total amount was placed entirely in the ETF. I had been watching both individual stocks for a while now and had read up on them. I am convinced of both companies so far. Both make up 6% of the portfolio and will be added to later when the time is right.
In addition, I add $SIE (-4.78%) back into my portfolio via a savings plan. I save this position until it has reached a weighting of 10% in the portfolio.
Once this has been reached, I would like to take the same step with an insurer. However, I have not yet decided whether this will also be a German share like $ALV (-3.48%) or whether I will opt for a Swiss share like $SREN (-2.22%) will be chosen.
Besides, I still have stocks on the screen like $NVDA (-3.46%) | $AMD (-3.75%) | $GOOGL (-2.38%) | $BATS (+0.86%) | $KO (+0.4%) which I am actually convinced of, but am only observing for the time being.
Stocks like $KTN (-3.69%) | $RTLL (-0.72%) | $8001 (-2.64%) | $SOFI (-5.85%) | $6861 (+1.37%) are and will remain quite interesting, but I still have some uncertainties.
$BTC (-2.47%) will find its way into my portfolio sooner or later. Unfortunately, I don't have the money to open another position. So I'll wait and see
Brief battle plan:
- asset accumulation
- Higher savings plan + focus on one ETF
- Add or expand positions through dividends.
- Enforce 10% share limit
- Keep calm and don't become stingy again
Should work.
PS: the vacation pay thing was completely nonsensical.
Let's forget that, please :).
Management Kommentare:
- Strong Q2 revenue supported by industry-leading 3nm and 5nm technologies, partially offset by FX headwinds.”
- “Gross margin pressure from FX and overseas fab dilution was partly balanced by higher utilization and cost improvements.”
- “Receivable and inventory days improved on higher N3/N5 wafer shipments.”
- Management flagged tariff uncertainty & FX volatility as 2H margin risks; long-term GM ≥53% goal reiterated.
- U.S./EU fab build-out (~$165B multi-year) aimed at capacity diversification & customer security; overseas fabs carry structural margin dilution.
- N3 capacity remains tight; narrowing supply-demand gap at premium nodes while ramping N2 (HVM 2H25) and advanced packaging (CoWoS/SoIC).
$2330
$NVDA (-3.46%)
$AMD (-3.75%)
$AVGO (-2.63%)
$ASML (-2.03%)
$ASML (-1.97%)




TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)
- Net revenue: +38.6% to 933.8B
- Operating income: +61.7% to 463.4B
- Operating margin: +7.1pp to 49.6%
- Net profit: +60.7% to 398.3B
- Net profit margin: +5.9pp to 42.7%
- EPS: +60.7% to NTD 15.36
$NVDA (-3.46%)
$ASML (-2.03%)
$ASML (-1.97%)
$ASML
$AMD (-3.75%)
$AVGO (-2.63%)
$QCOM (-0.55%)
$INTC (-3.76%)
$TXN (-1.37%)

TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)
- Net revenue: +38.6% to 933.8B
- Operating income: +61.7% to 463.4B
- Operating margin: +7.1pp to 49.6%
- Net profit: +60.7% to 398.3B
- Net profit margin: +5.9pp to 42.7%
- EPS: +60.7% to NTD 15.36
$NVDA (-3.46%)
$ASML (-2.03%)
$ASML (-1.97%)
$ASML
$AMD (-3.75%)
$AVGO (-2.63%)
$QCOM (-0.55%)
$INTC (-3.76%)
$TXN (-1.37%)

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