Is This the Bottom for AMD?
Market Mondays
EYL Network
5 • 4K Ratings
🗓️ 21 February 2025
⏱️ 7 minutes
🧾️ Download transcript
Summary
In this clip from Market Mondays, Rashad Bilal, Ian Dunlap, and Troy Millings dive into the potential bottom for AMD and compare it to other tech giants like Nvidia, Broadcom, and TSM. Are we seeing the beginning of a major rebound for AMD, or is there more volatility ahead?
[00:00:00] Rashad Bilal kicks off the discussion by asking Ian Dunlap if the bottom is in for AMD. Ian shares his perspective, highlighting that while he appreciates AMD, other companies like Nvidia, Broadcom, and TSM are currently ahead.
[00:00:42] Ian and Rashad exchange insights about the significant separation in value and performance between AMD and its competitors.
[00:01:18] The conversation shifts to discussing Palantir and its impressive turnaround, drawing parallels with other companies like Zillow and Uber. Ian emphasizes Palantir’s innovation in the market despite facing initial backlash.
[00:02:42] Rashad shares his optimistic view on AMD, noting that its recent pullback might indicate that it has reached its bottom.
[00:02:58] Troy Millings discusses Robin Hood’s recent innovations and its appeal to beginner investors. He recalls their experience at a conference where they got an inside look at Robin Hood's efforts to attract more customers through features like 24-hour trading and an improved desktop interface.
[00:03:52] Ian comments on the remarkable performance of pharmaceutical company Hims, stressing the importance of keeping an eye on such emerging companies.
[00:05:04] Rashad and Ian wrap up by comparing pharmaceutical giants like Novo and Lily to Hims, discussing the potential long-term plays in the pharmaceutical market.
Join us for this insightful discussion as we analyze market trends, emerging stocks, and long-term investment strategies. Drop your thoughts in the comments and let us know if you think AMD has hit its bottom!
*Hashtags:*
#MarketMondays #AMD #Investing #StockMarket #Nvidia #Broadcom #TSM #Palantir #RobinHood #PharmaceuticalStocks #Finance #InvestmentStrategies #AMDStock #TechStocks #LongTermInvesting #MarketAnalysis #StockClub
*Timestamps:*
- 00:00:00 AMD Bottom Inquiry
- 00:00:42 Value and Performance Separation
- 00:01:18 Palantir Discussion
- 00:02:42 Optimism for AMD
- 00:02:58 Robin Hood Innovations
- 00:03:52 Performance of Hims
- 00:05:04 Pharmaceutical Market Comparison
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Transcript
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| 0:55.9 | Do you think the bottom is in for AMD? |
| 1:00.2 | I'll take the MD question. Richard, we can stay together if you'll mind. |
| 1:03.8 | Because I want to get that feedback as well. Can you say that there's a bottom end for AMD when TSM, |
| 1:10.7 | Broadcom, Nvidia, the other company you want to talk about later, Troy, say that there's a bottom end for amd when tsm brought come and video did another |
| 1:13.1 | company want to talk about later Troy you have three clear winners that are |
| 1:18.3 | light years ahead like I love AMD so stock club to be fair mm-hmm but in video |
| 1:23.9 | brought com TSM are like Irie level Luca level and D is like Bill Bradley or something right now. |
| 1:33.0 | So why see like you over index on the disrespect. |
| 1:37.9 | What some of Bradley? |
| 1:40.6 | Damn it's a clear separation between the value and performance of those four yes everyone |
| 1:48.9 | in chat yes or no so I don't know if the bottom is in yet I'm still bullish I think they'll |
| 1:53.8 | have a great year due to partnerships as far as Palantir morally I didn't like it but you |
| 1:59.7 | can't argue with the return um robin hood uh friend i do love |
| 2:05.0 | the way to innovator i like the way they're not just because they're friend of the show but if you |
... |
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