I would add AMD to the 'Magnificent Seven' stocks, says VC investor Jim Breyer
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Published 2024-01-16
All Comments (21)
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Sometimes analysis could disguise a stock as a value stock especially when you are considering only the PE ratio and maybe the book value of the stock. I've made some money during these analyses myself, but I still feel like something is missing. I'm starting the year with a 60k portfolio, but I want to tread carefully.
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This man called the AI market boom 5 years ago, everyone should listen to him
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Hunger is not a sign that it is God who is dealing with you. Scripture also said " a little sleep, a little slumber, a little folding of the arms so shall poverty come upon you like a Bandit. That is why we need knowledge of saving and investment. It is advisable not to eat our tomorrow and the future of our children today...
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Buy AMD. Both hands.
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Well my formula for 2024 is simple. Hold cash and wait till the market re-levels so I can make new buys again. Or are there any ways I can avoid a crunch and maximize my savings of $550k? I know election years are positive for the stock market about 90% of the time.
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The market is filled with both overvaluation due to rapid gains and strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. So is it better to hold on or sell off positions to hold cash?
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Investing in individual stocks can be a lucrative strategy, but it requires careful consideration and research.
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I bought more AMD!!!!
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Overlooking how AI can make patient feedback response much more agile as well.
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All the gains in new companies are private now which is the real problem. Retirements are reliant on the market but valuations keep pushing higher over time and new companies only come to market when like 80% of the growth has been privately gained. Only to dump stock on everyone else.
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The only thing Jim can't get right is figuring out outerwear in the freezing weather.
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REMOVE TSLA from the Mag 7, add AMD or NETFLIX
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Humanity wins. Forget the companies. The people need to see this together and forget profut for once or this will destroy us.
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people still think AI is a hype cycle when in reality the hype cycle evolves until it hits superintelligence. like where are we supposed to correct down?
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Sorkin asking some good questions, usually they are long and confusing
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Becky has to translate what the hell this guy is saying
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A financial guy talking confidently about the future of healthcare: snake oil
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You can add AMD to the mag7 because I love the company's products and have for a long time. However, I feel this company is as overpriced as Eli Lilly. It's become like a meme stock in my eyes. I think AMD could be a safer meme stock than most others because the company does produce good products but the price needs to be closer to $80-$100 for me to buy much.
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The P/E for AMD is 1,320! And this guy wants them as part of the mag 7?! NVDA’s P/E is 74. Fools and their money are soon parted…
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amd is not deserving at all. They are so far behind Nvidia, and more competition is heating up. They will stay in second place and pick up a few crumbs here and there to keep the lights on.. lisa su is overrated and overpaid.