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    So if you missed the big Intel and AMD run, what’s your next move? What are you buying or are you holding?

    So if you missed the big Intel and AMD run, what’s your next move? What are you buying or holding?

    Last week was a wild run up of AMD, which I didn’t expect the stock results. Intel saw some positive movement. DRAM which has been getting mentioned quite a bit has been on a run. It seems as if a lot of the obvious plays are already to the moon. Is there more room to grow, or will we see a downturn?

    Economy is hit or mess depending on who you ask. Hot for AI, yet Whirlpool (WHR) says the are experiencing a recession level decline.

    Are you buying into strength? Waiting on the sidelines or rotating in a different sector all together.

    So if you missed the big Intel and AMD run, what’s your next move? What are you buying or are you holding?
    byu/acap0 instocks



    Posted by acap0

    14 Comments

    2. Dopamineagonist21 on

      You didn’t miss the run it isn’t too late to join. They both got another 40-50% to go. Both will be a trillion dollar company.
      Also invest in qcom and Nokia for the edge infrastructure.

    3. jcpopm on

      Banks. If the run continues then Financials are going to do fantastic and stand to be huge beneficiaries of AI. If it dies a fiery collapsing death… well, at least most of the babks will probably still exist.

      To be clear, you aren’t going to get a parabolic move from banks. What happened with semiconductors is likely to have been a generational move. I’m not saying it’s the near term top for them, but it’s certainly close. In fact if they decide to rip up another 20% next week I would be worried its a much longer term top for all of us.

    5. analbuttlick on

      Im not chasing any moves. Im holding really solid companies that have done a lot better than I expected in the span of 2 years, for example Google.

      I am kicking myself for not realising MU would be a good play as i say with my own eyes RAM prices for my pc increasing pretty much weekly.

    9. Prestigious_Tax7415 on

      When you look at a stock at ath, surely it won’t go higher right? Right guys?

    11. wm313 on

      Bio stocks of some sort. Only a matter of time before some new breakthroughs drive them up. Then somehow AI gets tied in there (more than ever compared to the current usage) and they rocket up.

    12. Crazy_Donkies on

      All in on AI. I personally see it continuing until 2031 or later. Then replacement cycles continue. Holding anything hardware and infrastructure, and DCAing into GOOG, AMZN because i believe they will ultimately be big big winners in the end.

      As an aside, Samsung, LG, and GE both reported strong appliance revenue growth. Whirlpool is likely looking for a scapegoat.

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