I should never of sold my nvidia stocks. I real amature. How can amd compete with blackwell. Robotics and automation will expolode soon. Nvidia is much better value also.

Don't buy a single stock, just buy the entire sector. Because you cannot verifiably predict which stock will win the AI race, but for sure of of them will. Even people working directly in this industry cannot predict what will happen! When I worked with Nvidia hardware for AI research, I was sure it would never make it to the top of the AI hardware game, just because it's so full of glitches and errors. Yet, look where we are.

soooo...you're saying AMD should put all it's eggs in one basket?🤔

AMD is dead money!!!

If i got a Dollar every time i saw these clickbate "it is over" thumbnails i would not need to invest in stocks

"I am not here to keep you hostage here's the full list of stocks I'll be covering." 🤣🤣🤣

❤

AMD has created a niche for itself by offering "comparable" processing power at a price point below its largest competitors... AMD will be fine...

Government might bail out Intel but they definitely won't bail out stockholders. Keep that in mind.

The U.S government can't let Intel fail. intel needs to get to work, 15 generations of I3,I5, I9's

Thank you ❤

This is not a zero sum game. There will be market share to go around.

It’s extremely tough to own a silicon foundry and keep it up to date like TSMC, while at the same time try to compete with ARM chips with x86 architecture. Instead of relying on govt support, I would like to see if they can actually succeed on their own after the current painful transformation period.

Thank you for getting straight to the point in the beginning

How the hell could Mobileye not follow Tesla down the AI route. Intel should have told them to do a feasibility study after HDW3 and Dojo rolled out and FSD 11 and defo after 12. Mobileye is fucked and Intel to boot. Elon must be laughing his head off at them.

Is there an official supercut or did Millionaires Investment Secrets copy you?

PALANTIR TECHNOLOGIES (PLTR) AI SOFTWARE COMPANY

Thanks 👍

I’ve held AMD since it was a two dollar a share company, and it could not compete with Intel. The industry leader in any sector eventually stumbles, and there will be consolidation.

Hey, happy holidays and great content. Pls keep covering micron!

Would like to hear your thoughts/knowledge about quantum computing

Love your work and honesty very much. Can you please make video on Quantum computing and list who are already leaders and a few new comers. Thanks.

I can see Poet Tech is starting to gain traction as Alex may have pointed out a while back - I think he said it’s one to watch 🥳

Thank you 🙏

FIX YOUR BROADCAST SOFTWARE FOR FUGS SAKE. HAS BEEN BROKEN FOR QUITE A WHILE NOW. CASTS DOUBT ON ALL YOUR PRODUCTS.

They had a microcode defect that cost them a lot probably

I agree with you 💯 Alex. You have to look at the company's product not just their stats and profits vs non profits. Thats why I'm invested in these companies so well as SOUNHOUND. They have an excellent product. This is another stock thats going to be a monster stock in the long run and all I see is these analyst questioning whether to buy it or not right now.

what is your view on especially APPLIED MATERIALS and ASML , the two largest lithography equipment manufacturers ? AMAT seems near a buying point , no ? cheers

Ignore the negative folks...😊 Keep giving good advice. Appreciated😊

Hi...i just saw this video now Dec26. Wish i saw your video in March :)) Good Job. On all 3 Picks...Thankyou

you are a great teacher jensen yaung i am from cambodia

main takeaway is he likes chicken biryani

I dont know jackie chan was a geek.

AI is a money whole and nvidia stock is a driver on the hype bubble. investor bros with robinhood and venture capital are driving the speculation in the stock market.

AMD makes excellent IGU w their Ryzen CPU. AMD brings the best price/ performance ratio. My last 4 computers were AMD variants. Still have an old Intel on the shelf. My current miniPC is a 1 yr old Ryzen 9 - 7940HS; 32 GB RAM; 2 -1TB drives. MinisForum has an excellent package.

UiPath was a huge let down.

So the hardware needs to get 10^10 performace/watt. Enter quantum computers

The US stock market is experiencing a mixed performance. The Dow Jones Industrial Average is down slightly, while the S&P 500 is trading relatively flat. The tech-heavy Nasdaq Composite is showing a modest gain, driven by the performance of major tech stocks.

VGT has delivered better returns than SCHD and VOO over the past 5 and 10 years. I’ve allocated most of my $500k retirement portfolio to VGT. While I aim to outperform with my taxable account, I’ve struggled to beat the S&P 500.

Where the Fruk is your coverage on SMCI - dirt cheap - and going back to 100+

Yes, Arm Holdings is the company NVIDIA has been interested in acquiring. While NVIDIA initially announced its intention to acquire Arm in 2020, regulatory hurdles prevented the deal from being finalized. Instead, Arm went public in September 2023 via an IPO, with SoftBank retaining a majority stake in the company. NVIDIA still remains a major partner and licensee of Arm’s technology. Are These Percentages Recent? Yes, the 95% market share of Arm-based processors in mobile devices is current as of 2024. Arm’s architecture continues to dominate the mobile industry, with nearly all major smartphone manufacturers relying on its designs. Key Players Using Arm Technology: Apple: (e.g., A-series chips in iPhones) - Custom chips designed by Apple using Arm’s instruction set architecture (ISA). Qualcomm: (e.g., Snapdragon chips in Android phones) - Incorporates Arm Cortex CPU designs and Adreno GPUs. Samsung: (e.g., Exynos chips) - Uses Arm Cortex cores for CPUs and Mali GPUs for graphics. MediaTek: (e.g., Dimensity and Helio chips) - Employs Arm’s Cortex cores in budget and mid-range Android smartphones. Market Dominance by Architecture: Arm's architecture dominates the mobile phone industry because it is: Energy-efficient, crucial for smartphones with limited battery life. Scalable, allowing its designs to be used across devices from entry-level to flagship models. Widely licensed, enabling companies worldwide to integrate its technology into their custom processors. This widespread adoption cements Arm's role as the foundation of nearly all modern smartphones. Its unmatched market presence makes Arm pivotal to the smartphone ecosystem and a highly sought-after partner for companies like NVIDIA.

You've missed AVGO(Broadcom). It'll be a bigger threat to NVidia than AMD.

Is Hindenberg violating SEC's law? They short stocks when they have insiders information about accounting violations.

Who pays you to do these stock selling info-mercials?

Come on. You think someone is giving you the winning numbers on youtube? How dumb are you? These videos should come with AI warnings just like false covid info.

Damn...a shameless sponsor plug...

Pronounce Ore-Gun not Ore-Gone

👍👍👍

AMD down almost 10% since this video dropped.