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Aren't some defensive stocks already more expensive than chip stocks these days? Does it even make sense now to take profits on chip stocks and move the money into other sectors?
I was thinking for a while that I might take some profits from $AMD and use that money to buy some defensive stocks, like $WMT. However, it probably doesn't make sense right now, because this sector has...
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I'm not sure which metrics you're using to evaluate valuation, but for this company I prefer P/OCF, and it doesn't look expensive to me on that metric. The 10‑year median is roughly 25; currently it's about 20. Amazon is again in a phase of massive investments, from which profits will be harvested over the next few years. It's estimated that OCF could grow from about 180bn to around 285bn within roughly three years. I don't know many companies like that, so for now I don't have a reason to sell.
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Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT...
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AMD $AMD crushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Shares gain 4.83% in after-hours trading!
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Hi investors, I sold before the results... probably a mistake!! Results are great!🙉
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Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.
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Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.
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I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
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Most tech stocks are plunging right now and probably almost everyone has a stock in their portfolio that’s at a significant loss. Over the past few days I lost the most money on $AMD and $TTD, but I trust the companies, so I’m buying more.
Which stock have you had the biggest loss on so far this year?
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For me it’s $PYPL at -35% — I get nervous when they release any news and I’m waiting to see how much further it can fall 😁
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$AMD has once again delivered great results and exceeded all expectations. The market is sending the shares down about 8% in the premarket.
I have to say the market is riding a great wave right now, bringing us big opportunities every day. I'm excited about it, but unfortunately the truth remains that you don't know where to deploy cash first and funds aren't unlimited. Let's...
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In the end, -17% — brutal. Are you buying more?
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When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
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Like Buffett, but I trimmed AJG because it wasn't doing well and APH because it was doing well.
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Intel actually surprised in the end. The results beat expectations and the shares $INTC jumped 8% in after-hours trading. I wouldn’t invest in it myself, but it’s clear the fundamentals are changing and the business may be starting to grow again.
What do you think? Will Intel catch up to companies like $AMD and $NVDA?
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I had it, I sold it. I bought it before that big drop when they suspended dividends; now after the rebound I sold it with a 30% profit after just under two years. It's enough that I have AMD and Nvidia.
Maybe their in-house manufacturing will kick in after all... but I don't really trust them anymore.
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That rise is great, but it’s likely to pull back a bit and wipe out some of the gains.
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I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
Wow, great profile pic, I almost didn’t recognize you! I agree that $WMT doesn’t look particularly cheap right now, but shifting into more defensive sectors seems like a sensible move in the near term — time will tell.