In this clip, Rashad Bilal, Troy Millings, and Ian Dunlap sit down to break down the current state of AMD and what investors should be considering right now. Are we entering bearish territory for AMD? Is it time to cut your losses—or is there a buying opportunity on the horizon?
Ian shares his longtime perspective on AMD as one of his favorite companies, while also explaining why he now sees it slipping off the Mount Rushmore of chip makers. The trio weighs in on where AMD stands in comparison to titans like Nvidia, TSMC, ASML, Broadcom, and Qualcomm. If you've been asking yourself whether to hold, sell, or wait for new lows, you’ll get actionable insights and specific price levels Ian is watching ($53.16 and $25.82), as well as key chart analysis from Troy.
The conversation also digs into macroeconomic factors affecting the semiconductor sector—like tariffs, US manufacturing policy, and the ongoing GPU wars. What does "America First" for chips mean for AMD and its competition? Can AMD regain second place in GPUs, or is Nvidia's dominance locked in for the next five years?
Rashad puts a spotlight on the dangers of individual stock picking, stressing why index funds and ETFs (like SMH) offer a safer, more defensive play. With AMD down nearly 60%, the risks of concentrating investment in single companies have never been clearer.
If you want real talk about investing, industry trends, technical analysis, and why defense in investing is just as important as offense, this clip is for you.
*Timestamps:*
0:00 - Is it time to sell AMD?
0:39 - AMD’s competitive position & industry Mount Rushmore
2:13 - Price targets & technical analysis
3:58 - Impact of US chip policy & tariffs
5:00 - Risks of stock picking vs. index funds
7:10 - Final thoughts and defensive investing
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*Hashtags:*
#AMD #Investing #Semiconductors #Stocks #Nvidia #ChipStocks #ETFs #Finance #MarketAnalysis #InvestmentStrategy
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