We will still see €200 here before 2030
Discussion sur AMD
Postes
334
14H·
The bonus needs to be invested
Hello Community,
My bonus will hopefully arrive at the end of April and of course I want to invest it. I'm currently toying with the idea of dividing it up roughly as follows:
- 25% in $IWDA (+8,51 %) / MSCI World
- 15% in $MEUD (+6,88 %) / EuroStoxx Europe 600
- 10% in $BTC (+0,08 %)
For the rest, I would like to lower my entry prices depending on the market situation:
- $MSFT (+10,18 %)
$NVDA (+18,56 %)
$GOOGL (+9,72 %)
$NOVO B (+6,73 %)
$AMZN (+11,65 %)
$AMD (+24,32 %)
$NKE (+10,96 %)- $HIMS (+13,78 %)
Possible first entries would be the following:
In the end, one or the other will certainly be thrown out, as I don't get a million-dollar bonus here 😥. The investment period is > 15 years, so I'm not even trying to time it here, unless the prices have gone up 40% by the end of April, which I'm not assuming. I am well aware that the MSCI World already tracks a lot of the individual stocks.
Do you still have any exciting quality stocks that are worth a look?
Thanks!
1J·
Which stocks are you shorting?
During this bear market, shorting has proved very profitable. My favorite thusfar has been $AMD (+24,32 %) - I've been riding that downward wave with a modest 2x leveraged.
What are you looking to short?
1Sem.·
Q1 PORTFOLIO UPDATE
Natan YTD: +9.1%
S&P500 YTD: -4.6%
My positions: $PDD (+5,34 %)
$BABA (+7,62 %)
$TMDX (+9,48 %)
$META (+14,91 %)
$HOOD (+25,33 %)
$PYPL (+11,94 %)
$MRNA (+8,88 %)
$BTO (+9,16 %)
$EW (+4,17 %)
$AMD (+24,32 %)
ALLOCATION BY COUNTRY:
🇺🇸 US: 50%
🇨🇳 China: 42%
🇨🇦 Canada: 6%
🇨🇭 Switzerland: 2%
What do you think about my portfolio?
77
9 Commentaires
1Sem.
transmedics buy now? i am invested in transmedics
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1Sem.·
KGV explained in 30 seconds
The price/earnings ratio (P/E ratio) shows how expensive a share is in relation to its earnings.
Formula: Share price / earnings per share
Example:
Share price €100, earnings per share = €5 → P/E ratio = 20
A high P/E ratio can indicate growth - or overvaluation.
A low P/E ratio looks favorable - but can also be a warning signal.
Conclusion: P/E ratio is a useful tool, but not an oracle. Always look at it in context!
How important is the P/E ratio for your investments?
$AAPL (+14,14 %)
$NVDA (+18,56 %)
$TSLA (+22,96 %)
$MSFT (+10,18 %)
$NOVO B (+6,73 %)
$AMZN (+11,65 %)
$GOOGL (+9,72 %)
$RHM (+5,69 %)
$NKE (+10,96 %)
$ASML (+14,68 %)
$AMD (+24,32 %)
3434
42 Commentaires
1Sem.
It is also helpful to look at the P/E ratio of similar companies (same sector) for comparison. For example:
Tesla has a P/E ratio of around 100, while most other major car manufacturers are between 5 and 10.
What does that tell us?
Tesla disciples talk themselves into it with: "Tesla is not an automotive company, but a tech company - so such a P/E ratio is completely normal."
Investors, on the other hand, at least consider the possibility of an overvaluation and take a closer look before investing.
Tesla has a P/E ratio of around 100, while most other major car manufacturers are between 5 and 10.
What does that tell us?
Tesla disciples talk themselves into it with: "Tesla is not an automotive company, but a tech company - so such a P/E ratio is completely normal."
Investors, on the other hand, at least consider the possibility of an overvaluation and take a closer look before investing.
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1Sem.·
Podcast episode 82 "Buy High. Sell Low."
Subscribe to the podcast to prevent taxes from rising.
00:00:00 Trade Desk, AppLovin, Alphabet
00:28:00 Palantir
00:42:00 Nvidia & AMD
01:14:00 Government bonds & money market funds
01:27:00 Our subscribers
01:30:00 Tax hikes for shareholders and Bitcoiners
Spotify
https://open.spotify.com/episode/1Q9iyGDYGG7J30nAfjaJje?si=-RpmNLbsR3uNSOk4F9mnNQ
YouTube
Apple Podcast
open.spotify.comPage not available
55
10 Commentaires
1Sem.
I find it very sad that the two are continuing. The SPD has learned nothing. Sassken is referred to internally as an industrial accident and yet she is allowed to stay. Rockenroll Klingbeil at the top. The two are partly to blame for the SPD's election result. Sad this lust for power
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2Sem.·
Good morning
Always a happy morning when I receive the salary deposit notification! 🙏🏼
1500€ ready to be invested.
Market is having a slight move up, I’m trying to find an opportunity to invest.
$VWRL (+9,46 %) I will for sure buy some shares.
$VUAG (+10,16 %) 200€ monthly buy, I’m using this etf as my pension fund when I get older, So I have a 40 year horizon.
$AMD (+24,32 %) unfortunately has already started going up, I wish I had more time to buy it under 100$
$GOOGL (+9,72 %) is still cheap imo, I might buy 1 or 2 extra shares.
Any companies that you guys are looking in to right now?
9Positions
14 225,05 $US
1,87 %
11
3 Commentaires
I bought Visa and Mastercard. Watch the price before the "collapse" and then watch the price now
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2Sem.·
Structure - what do you think?
Hey everyone,
I started to build up my $AMZN (+11,65 %) position today. I also invested in $AMD (+24,32 %) as well. I think a lot of both companies (see also my article on $AMD (+24,32 %) ).
What have you bought or increased in the near future? 😎
Have a nice weekend!
2Sem.·
Analysis and Outlook for AMD Stock
Advanced Micro Devices (AMD) remains one of the most promising companies in the semiconductor industry, driven by its advancements in the server processor and artificial intelligence markets. With a history of aggressive growth and fierce competition against Intel and Nvidia, the company continues to attract strong investor interest.
Performance and Projections
Currently, AMD shares are trading around $104.59, and analyst projections suggest significant upside potential. The average 12-month price target stands at $167.44, representing a potential increase of 66.92%. Some of the more optimistic forecasts even project values exceeding $200, fueled by growing demand for AI chips and data centers.
Key Strengths
1. Dominance in AI and Data Centers – With its new lines of processors and GPUs, AMD has been gaining ground in cloud computing, challenging Nvidia.
2. Expansion in the Enterprise Market – Companies like Microsoft, Google, and Amazon are increasingly integrating AMD chips into their infrastructures, boosting the company’s revenue potential.
3. Sustained Growth – Analysts at JPMorgan forecast over 20% revenue growth for AMD this year, driven by strong demand.
Risks and Challenges
1. Competition with Nvidia – While AMD has made strides in AI, Nvidia still holds a dominant position and may respond with new innovations.
2. Challenges in the PC Market – There are concerns about excess chip inventory in retail channels, which could impact short-term sales.
3. Market Volatility – The semiconductor industry is highly cyclical and can be affected by macroeconomic factors such as global demand shifts and interest rate policies.
$AMD (+24,32 %) remains one of the top investment opportunities in the tech sector, especially for long-term investors who believe in the growth of cloud computing and artificial intelligence. Despite the challenges and intense competition, the outlook for 2025 is highly positive, with strong stock appreciation potential. For those looking for promising opportunities in the stock market, AMD continues to be a compelling choice.
99
5 Commentairesi think that 167$ by the end of the year is a bit optimistic... but i like the project
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•3Sem.·
AMD - Why I believe in it
Hey everyone,
I've been working with $AMD (+24,32 %) and I have to say that the company has convinced me more and more. Sure, it didn't go up this year, but that doesn't mean we're on a sinking ship. 😎
On the contrary, the P/E ratio is currently below the historical average and the current share price as such also speaks for itself - it is below the fair value of the share.
Turnover has also increased from around 20 billion (2023) to 24 billion (2024) - an increase of around 20 % 😎
But it's not just the company's fundamentals that appeal to me; I am particularly impressed by the strategy of catching up. AMD has realized that you have to step on the gas to get closer to $NVDA (+18,56 %) to get closer. It has already been able to gain market share in Japan, for example.
AMD also relies on powerful local hardware that enables AI applications to run directly on the device without first sending data to a large data center where it is processed. Very helpful when you look at laptops or smartphones.
Let's see what the future looks like here... 😄
But what is your opinion on investing in $AMD (+24,32 %) - for or against? (also with reasons) 😎
2626
16 Commentaires
3Sem.
I see it the same way. In just a few years, the majority of LLMs and other AI models will be running locally on end devices. I work in the center of this industry and the trend is clearly going in that direction. Incidentally, the trend is being reinforced by current US policy. Europe in particular (but not only) is groaning for "Sovereign AI" and "Sovereign Data". Currently, only large companies with the necessary capital can afford their own server structures for dedicated AI applications - and they do. But more and more SMEs and self-employed people, including lawyers and medical specialists in their practices, also want this - even today.
And even if you wanted to put a server rack with several Nvidia cards in your office or even an ambitious home for about 14-20k, which could run a complete model such as Deepseek locally, you would still have a power consumption of easily 5KWh with such a system. Regular office or home cabling does not provide that. An M3 Ultra Mac Studio from Apple can do the same for around 11k euros and consumes less than 500 watts under full load. And the upcoming M4 Ultra will consume even less and probably even be a little cheaper.
And AMD is going in the same direction with Ryzen AI Max etc., but for Windows and Linux. By the end of this year, this will be a hot topic and will have reached the masses. Mark my words.
And even if you wanted to put a server rack with several Nvidia cards in your office or even an ambitious home for about 14-20k, which could run a complete model such as Deepseek locally, you would still have a power consumption of easily 5KWh with such a system. Regular office or home cabling does not provide that. An M3 Ultra Mac Studio from Apple can do the same for around 11k euros and consumes less than 500 watts under full load. And the upcoming M4 Ultra will consume even less and probably even be a little cheaper.
And AMD is going in the same direction with Ryzen AI Max etc., but for Windows and Linux. By the end of this year, this will be a hot topic and will have reached the masses. Mark my words.
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