If you look at the PE ratios of AMD, NVDA, and AVGO then broadcom seems to be the least speculative at 48 and Amd the most at 394. NVDA at 73 not super speculative but can be viewed as by some as over valued.

Of the 3 AMD I the most overvalued so highest risk to drop.

Ag CPA said:

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I have no doubt the AI bubble will end badly at some point (because otherwise it wouldn't end, right?) but I'm tempted to dump my IRA into NVDA and catch another 10-20% this month.

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Hope you did dump into NVDA!

funneled ~20% of my Roth and HSA into SMH past few months in the low 200s

wait- you mean Pets.com didn't have a good business model when it turned out they couldn't actually ship large bags of dog food?!?!/


Pets.com attracted big-name investors, such as Amazon, despite the red flags in its business model.
The company raised $82.5 million in a February 2000 IPO but filed for bankruptcy nine months later.
Pets.com appeared to have a flawed business model from the start, which included competition with pet stores and having difficulty shipping large ideas, such as dog food bags.

The Rise
Pets.com was based on an Amazon-style internet purchasing system where users ordered pet supplies from the website and the company arranged the delivery. During the dot-com bubble, Pets.com was one of five online pet stores that popped up during this time.

Pets.com stood out thanks to its stock puppet mascot and catchy slogan. The Pets.com's sock puppet was so popular that it was a balloon in the 1999 Macy's Thanksgiving Day Parade.

LMCane said:

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wait- you mean Pets.com didn't have a good business model when it turned out they couldn't actually ship large bags of dog food?!?!/


Pets.com attracted big-name investors, such as Amazon, despite the red flags in its business model.
The company raised $82.5 million in a February 2000 IPO but filed for bankruptcy nine months later.
Pets.com appeared to have a flawed business model from the start, which included competition with pet stores and having difficulty shipping large ideas, such as dog food bags.

The Rise
Pets.com was based on an Amazon-style internet purchasing system where users ordered pet supplies from the website and the company arranged the delivery. During the dot-com bubble, Pets.com was one of five online pet stores that popped up during this time.

Pets.com stood out thanks to its stock puppet mascot and catchy slogan. The Pets.com's sock puppet was so popular that it was a balloon in the 1999 Macy's Thanksgiving Day Parade.

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huh? started happy hour a little early today?

Wrong thread

Roy was right. Up, up, & away. $1T club for AVGO

Why so little talk about TSM who makes AMD and NVDA chips?

some AI names

networking/ data pipelines ANET
high bandwidth memory MU
rack builds / integration TSSI

That is a shock to see the 1 year increase on TSSI is 3830%
Don't remember seeing that one pop up on the regular stock market thread. I'm speechless!!!

Getting some XAi soon I expect!

nactownag said:

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Getting some XAi soon I expect!

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Just a friendly Sunday reminder that we are still early for $TSSI despite the massive run up the past year.

A few important facts about their new facility:

1. Over 60% increase in overall capacity compared to the current facility
2.Tripling of capacity to test and validate… pic.twitter.com/q2S5c0udvX

— Kyle Adams (@KyleAdamsStocks) January 5, 2025

Adding more if we get to $10

2wealfth Man said:

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some AI names

networking/ data pipelines ANET
high bandwidth memory MU
rack builds / integration TSSI

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man I remember reading this post a long time ago and thinking the same thing about the memory market and MU....and I never bought. womp womp.......

and TSSI was a WILD ride this year.

good call man!

QBCade said:

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Roy was right. Up, up, & away. $1T club for AVGO

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and not even 18 months later...$2T club for AVGO. it's been a CRAZY ride! I'm still working for Broadcom....it's been fun at times and not fun at times...but it's definitely been a crazy ride!

AMD up 11% overnight.
Intel 24%

Still more room to go!? Thinking of buying more or waiting for a pull back?

aggies4life said:

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Still more room to go!? Thinking of buying more or waiting for a pull back?

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I get RSUs for working there so not buying more, but I am holding a lot of it. I did have to sell about 25% of my holdings because I was WAY over concentrated and I needed to diversify. I'm still WAY too heavy with AVGO, but I know how much growth is coming (based on public statements not on inside knowledge) and I feel like the stock will keep going (I HOPE!)

taking this as inside knowledge

any thoughts on BST?

~7% yield from selling CCs on a portion of holdings

top 10 accounts for about half with some eye opening positions:

BlackRock Science and Technology Trust
Name
Weight (%)
NVIDIA CORPORATION
10.37
BROADCOM INC
7.32
APPLE INC
5.43
DATABRICKS INC
5.27
ANDURIL INDUSTRIES INC
5.13
MICROSOFT CORPORATION
4.62
ALPHABET INC
3.76
LAM RESEARCH CORPORATION
3.52
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
3.19
ANTHROPIC PBC
2.96


BST: Great Way To Generate Income And Gain Exposure To Anthropic, Databricks, And Anduril | Seeking Alpha


wanting to start shifting part of my SMH positions in my Roth/HSA that have run up big from low 200s avg in the past yr into BST to slightly diversify/take profits while holding onto some potential growth

well didn't have much time to accumulate, how does an ETF with 7% div pump close to 20% in a month with largest holding NVDA not doing much