Super quiet here, and the stock had even fallen below 120, which seems noteworthy, and Lisa Su won CEO of the Year from Time Magazine, which also seemed worthy of celebration.
Meanwhile I see this: AVGO and AMD Rally after Analysts Boost AI Revenue Forecasts - TipRanks.com
There’s talk of whether AMD or AVGO is the better investment, I think because AMD has had relatively limited traction vs. expectations on the AI hardware. The process of driving adoption is LONG and is taking huge investments, I get that, but some are thinking that AVGO, having relationships with the hyperscalars for their own custom training and inference chips, may stand to make more money faster. Having the hyperscaler motivated to drive adoption of their custom HW among their customers on their own dime has to work in AVGO’s favor…
Anyone have thoughts? anyone buying or selling?
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Gee, Nvidia was up 5 today, 3.69% according to CAPs. Not left behind. Still recovering from the bottom; quite a ways to go to new highs. But not asleep. Still moving ahead. And months to next earnings report.
I’m mostly in dividend stocks these days, but I think I will be a buyer if AMD drops much more. I think the actual economy is not going to do well, although some stocks thrive even in poor times. I suspect AMD may be one of them. Track history suggests I am excellent at knowing when to buy, not so good at knowing when to sell. I am much more of a buyer of AMD right now than a seller.
Retail, consumer businesses continue to tell us customers are being more selective with their spending. They are being squeezed by inflation leaving less to spend on extras. That indicates a slowing economy which we hope will be stimulated by reductions in interest rates. And then there’s the question of tariffs and how inflationary they will turn out to be.
I think companies like Nvidia will continue to do well as long as they can grow earnings. Some worry that they may be in for slowing growth and maybe even an earnings miss.
No doubt someone is right but I don’t think anyone knows. Wait and see.
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@Roleplayer we should catch up about your taste in dividend stocks at some point. I’m trying to set up a buffer of sorts to insulate my next couple of years of financial needs from the volatility that goes with growth stocks.
I just passed 59 1/2 two weeks ago, so now I can tap the retirement accounts when I need to. Been not working for almost six months while I deal with some life stuff, thinking it would be prudent to find work next quarter.
Not where I want/need to be to retire yet.
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All I’m really in on now is AT&T whose recent stock gains reduce the effective dividends. My cousin Leo gave me a list of dividend stocks to investigate he has had money in, including Enbridge and Costco, but my wife cleaned up my desk and now I cannot find the full list. I’ll get back to you when I do.
Stock now at 96-ish? 
tell myself “buying opportunity, the underlying reality hasn’t changed”, grit my teeth and… think about it.
It feels like spring is poking it’s way through and perhaps for AMD too, had sold 60% of AMD but bought 11% back at the open at $99.20 making my holding slightly over 50% of my original too large stake.
I said before when you asked that I thought AMD would not be a buy until it was under $100. IIRC AMD was about $120 then. Since then, AMD has been and now is under $100, Intel ha admitted to issues, and NVidia has also been less than stellar.
So, AMD two biggest competitors are not quite as likely to hurt AMD, and AMD has dropped 1/6 or so.
I think AMD is now a reasonable buy. The macro economy is going to tank for a while but companies perceived to be the safest can do quite well at such times and I’ve seen no negative news forthcoming on AMD.
I think now is a decent time to buy AMD. Not as good at the 60% gain I made in two weeks when I bought at $1.73, not as good as my initial investment at $17 that logged a five bagger (and stupid me forgot to sell), but good enough so if I had cash and different priorities I’d buy some. But my priorities are more about safety these days, and I don’t think selling my AT&T with its dividend to get back into AMD is as safe as what I’m doing now. It’s not real money to me, as most of it will be left to our daughter and her family instead of spent by us. But I DO want to get a Steelcase office chair for my aching back. That’s a whole $2500 but last year with the kidney transplant was very expensive for us (we were in the black, but by less than $10,000) so until our accounts replenish somewhat, I’m feeling frugal. Or, as my wife might say, too cheap for words.
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I read all that, happy to hear you got a kidney and it’s worked. It must be life changing. For all the talk about share price, I still can’t work out if you bought any? 
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Re reading it again, I would guess you didn’t for very good reasons. You can still be a prophet though, even if you are not an owner. Good luck.
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We have been increasing our savings by about $30,000-$40,000 per year for a few years. Last year was an exception. Extraordinary expenses associated with the kidney transplant and other medical issues meant we only increased our savings by a couple of thousand.
My wife is now more worried about losing money than making more money that inflation. We STILL do not spend more money per year than our various pensions and SS accounts most years, but last year I had three hotel trips (two by plane) on top of the medical. Stock increases meant I made more money on paper thanks to stock gains even though our post tax cash did not grow very much.
So I’m leaving the money where I think it will be safe. If my major investments (mostly T) start failing to keep up with CD rates (including price increases) I will look for others. We do have a lot in CDs, index funds, and other conservative investments.
I expect that working harder to maximize our profits will only increase the amount of money we leave to our daughter, and be far less fun that what I’m actually doing. So I did not investigate other investments. Now that my cataract surgeries are both done and from my perspective quite successful, I think reading (and writing and playing games and learning new games and travel) will be MUCH easier for me. So as I feel more mentally able as my healthy kidney helps all the other organs (kidneys touch almost all of the body’s major systems) and I feel smarter with more stamina, I hope to regain many of my prior interests. But that won’t stop me from a likely France trip to tour WWII battle fields (I have weird and wonderful friends, sometime both) this summer if everybody else can make it, and regret not having either the vacation time or money to do so while Cordob was still alive. My bridge partner wants me to start playing again, and my books won’t write themselves.
If Musk manages to kill Social Security and Medicare, then I may have to start researching and investing again with the added pressure that my wife will be counting on me to fund her annual Sweden trips.
I guess there ARE good reasons why the UCLA transplant doctors said recovery would take at least a year (May 30) and then plan the next year.
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