Locator: 49333AMD.
After hours, holds gain, and adds another one percent.
Is anyone paying attention?
From two days ago:
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Barron's: AMD
I don't recall for sure, but I could look it up if I cared. I don't.
But I remember the moment very, very well.
Our community library is perhaps the best community library in the immediate area and there are many to choose from.
So, I don't recall the exact day, but I do remember the aha moment! I'm pretty sure it was June 21, 2024, about eight months ago. At that time I was going to the library on a regular basis, focused on business periodicals, biographies, and top-shelf literature.
Whatever day it was, the cover photo on the Barron's issue on the shelf was of Lisa Su.
I read the article. It didn't make a lot of sense but Barron's only publishes once a week, which means that Barron's only publishes 52 covers each year. Lisa Su and AMD was now one of them, just as all the talk at that time was of the Fourth Industrial (Sixth Industrial) Revolution.
At that moment, I started a position in AMD and I haven't looked back. For the record:
- Micron (MU) was the last chip / tech company I bought. Source: Chip War. I'm very "proud" of picking that when I did -- it was so out of favor when I bought it. Just as Intel was.
- Oracle: second best chip / tech company I bought. Source: discussion with our older daughter and oldest granddaughter planted the seed. It's still my favorite in terms of fascinating to watch, not necessarily the best investment opportunity right now.
- Broadcom: luckiest position -- specific recommendation from a reader who probably has written me once.
- Amazon: hated it; said I would never buy it -- but within the last year, "the writing is on the wall," as they say. I think it was Starlink (Musk) / Kuiper (Bezos) that was the tipping point.
- Intel: my rules of investing do not allow me to invest in Intel.
So, that's kind of where I'm at. That's most of my tech holdings.
Through ETFs, a whole lot more.
Back to Lisa Su, June 21, 2024, link here, tenth anniversary at the helm -- just reaching her peak --
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
