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[2166.52 --> 2174.98] In terms of the actual tech, which theoretically at some point, although I can't quite find the correlation sometimes, theoretically at some point should affect the stock price. |
[2175.56 --> 2175.96] Yeah. |
[2176.40 --> 2176.84] I see. |
[2177.08 --> 2177.28] Okay. |
[2177.32 --> 2180.90] That's actually one thing I was gonna bring up is, like, I don't know what current speculation is. |
[2181.40 --> 2182.60] So, things could be inflated. |
[2183.04 --> 2184.22] I don't know if they are or not. |
[2184.52 --> 2190.12] But, like, if we completely ignore all of that, I genuinely do think AMD would be a good position. |
[2190.12 --> 2190.78] You think so? |
[2190.98 --> 2191.12] Yeah. |
[2191.20 --> 2191.90] Like, long AMD. |
[2192.34 --> 2192.54] Yes. |
[2192.54 --> 2193.76] Short AMD is scary. |
[2193.88 --> 2195.32] Because they're, like, all over the place right now. |
[2195.34 --> 2195.36] Yeah. |
[2195.36 --> 2195.54] Yeah. |
[2195.62 --> 2196.18] Long AMD. |
[2196.42 --> 2198.96] Like, just to be clear, I track it just because I'm curious, but. |
[2199.22 --> 2202.82] Their platform for CPUs right now is really strong. |
[2203.40 --> 2212.10] And as we can see, whether this rumor is true or not, the fact that it's, like, that could be possible has a lot of potential in it. |
[2212.18 --> 2213.86] And Intel's in a really bad spot. |
[2214.32 --> 2215.38] They're kind of locked. |
[2215.38 --> 2216.38] Intel looks good on paper. |
[2216.38 --> 2216.94] Yeah. |
[2216.94 --> 2222.32] Intel looks good on paper because their revenue is great. |
[2222.56 --> 2222.76] Yeah. |
[2222.76 --> 2226.82] Their forecasting might look pretty darn good. |
[2226.82 --> 2230.06] But the problem is that, and we talked about this a lot. |
[2230.06 --> 2251.08] Back when we talked about AMD launching their 32 core EPIC processors, the long lead time on enterprise, where from the inception of a project like a supercomputer to the actual putting of CPUs into sockets could be a year, 18 months, two years. |
[2251.08 --> 2259.62] Like, in some cases, you end up actually building a custom facility for the damn thing before you even actually cut a PO for any computer hardware. |
[2259.80 --> 2263.10] Like, that's the kind of scale these projects operate on. |
[2263.56 --> 2271.64] So, Intel's revenues might look really good because they have contracts locked in from before AMD was even remotely competitive. |
[2271.64 --> 2274.94] But that situation can change. |
[2275.10 --> 2285.98] And if AMD can stay very competitive and or even be a leader in certain aspects of that space, we're going to start to see it soon. |
[2286.32 --> 2286.42] Yeah. |
[2287.04 --> 2292.92] And, like, okay, I don't want any of this to be interpreted as actually advising anyone to do anything. |
[2293.10 --> 2293.72] Please, no. |
[2293.74 --> 2297.50] As far as I'm concerned, investing in stocks is gambling. |
[2297.68 --> 2297.88] Yeah. |
[2297.88 --> 2305.76] You might as well put, you know, 10,000 on black and spin the wheel as far as I'm concerned because there are so many factors. |
[2306.00 --> 2306.78] Like, you could— |
[2306.78 --> 2308.32] I think there's definitely more to it than that, but, like, yeah. |
[2308.40 --> 2310.08] You could have—well, yes and no. |
[2310.66 --> 2314.46] Because look at what happened to hard drives back in, what was it, 2011? |
[2315.54 --> 2315.80] Yeah. |
[2315.80 --> 2318.58] When there was the flooding in Thailand, right? |
[2318.72 --> 2318.92] Yeah. |
[2319.10 --> 2319.92] Thailand flooding. |
[2320.82 --> 2322.80] It completely destroyed their revenue. |
[2323.26 --> 2324.94] And then, this is the crazy thing. |
[2324.94 --> 2326.16] So, it destroyed their revenue. |
[2326.28 --> 2327.18] Everyone dumped them. |
[2327.18 --> 2331.48] And then, their profit margins went way up because supply was constrained. |
[2331.70 --> 2332.70] And they were a hot item. |
[2332.92 --> 2333.10] Yeah. |
[2333.36 --> 2335.60] It was like, yo, you understand that, like— |
[2335.60 --> 2336.16] How does this even work? |
[2336.36 --> 2337.80] What is even going on? |
[2337.84 --> 2340.22] Like, the business fundamentals never really changed here. |
[2340.86 --> 2343.30] I just think, like, instead of a—what is it? |
[2343.36 --> 2350.22] Like, 48.5 or something percentage chance if you go on black or red, I think you can try to push that percentage a little bit. |
[2350.26 --> 2352.72] Yeah, but you can also push that percentage at the blackjack table. |
[2352.84 --> 2353.26] That's true. |
[2353.32 --> 2354.64] Like, you don't have to play roulette. |
[2354.64 --> 2355.12] But— |
[2355.12 --> 2357.84] You did use roulette as an example. |
[2357.86 --> 2358.50] That's true. |
[2359.40 --> 2360.30] I'm just saying. |
[2361.86 --> 2363.82] Because, like, war could break out. |
[2364.56 --> 2365.02] And it's a funny— |
[2365.02 --> 2368.34] And that will rapidly—and that's actually, like, a scary possibility. |
[2368.52 --> 2374.28] Like, it's a funny thing to talk about because in our lifetimes, our generation, there have been wars. |
[2374.28 --> 2380.64] There was the war in Afghanistan, but if we're being honest with ourselves— |
[2380.64 --> 2382.06] No global scale conflicts. |
[2382.26 --> 2386.52] That was not a war compared to the Second World War. |
[2386.68 --> 2386.80] Yeah. |
[2386.80 --> 2394.98] Like, the previous generation saw war to the degree that the entire country is mobilized. |
[2395.08 --> 2403.96] You know, people who aren't working are kind of being rounded up to produce bullets in impromptu factories so that the soldiers overseas will have enough bullets. |
[2404.20 --> 2406.14] Like, it's different. |
[2406.28 --> 2406.84] It's very different. |
[2406.84 --> 2413.52] And when that happens, there are some companies that can flourish, and there's other companies that will absolutely not. |
[2413.94 --> 2415.82] Tech companies might actually even do okay. |
[2416.30 --> 2418.88] I wouldn't think consumer tech companies would do okay. |
[2419.10 --> 2421.64] But certain enterprise tech companies might do completely fine. |
[2421.64 --> 2430.50] So, we're just trying to say that no matter what it is, no matter how sure the outlook is, anything could happen. |
[2430.74 --> 2432.34] So, it really is a gamble. |
[2433.10 --> 2434.44] I'm the only one that answered, though. |
[2434.52 --> 2435.14] What about you? |
[2436.58 --> 2441.80] I have a few other, like, maybe interesting idea ones, but I want to hear from you. |
[2442.42 --> 2444.80] This isn't something I've thought about, so I really—I don't know. |
[2444.98 --> 2448.42] I actually think Amazon is far from capped out, personally. |
[2448.60 --> 2449.00] Yeah, for sure. |
[2449.00 --> 2463.38] I always have a problem with including them in this type of stack, because you're talking—I thought we were talking about, like, tech companies where, yeah, no, they make echoes and stuff. |
[2463.40 --> 2463.68] No, yeah. |
[2463.88 --> 2464.54] Yeah, no, you're totally right. |
[2464.54 --> 2465.22] They're even a hardware company. |
[2465.22 --> 2465.74] All right, yeah. |
[2465.92 --> 2470.48] I think they have plenty of room to continue to innovate and continue to take over the world. |
[2470.62 --> 2473.78] Like, if there's anyone who's going to be the buy-in-large from Wall-E, it's going to be Amazon at this point. |
[2473.78 --> 2474.50] Oh, absolutely. |
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