Bernstein's Rasgon on AMD earnings: AI story is all that matters to investors

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.

I want to diversify my portfolio worth around $200k, i'll be buying some Tech stocks, what are some new gen stocks i can add to my portfolio to get reasonable increase and protect my future

3 years ago, I started investing with $300k and my portfolio includes tech stocks, but I've only made about 6% total, or 2% per year, which my friends say is very low. I also put $800k into a 401k with a financial advisor, and it's now worth about $1.2 million after 10 years. I think I need to revamp my portfolio. Any advice on what to do with my money would be greatly appreciated.

Hallelujah 🙌🏻!!!!! The daily jesus devotional has been a huge part of my transformation, God is good 🙌🏻🙌🏻. I was owing a loan of $49,000 to the bank for my son's brain surgery, Now I'm no longer in debt after I invested $11,000 and got my payout of $290,500 every month…God bless Mrs Susan Jane Christy ❤️

AI stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

Just caught Bernstein’s take on AMD earnings, and apparently, it’s all about the AI story now. 🤖💸 I’ve got $75k burning a hole in my pocket and I’m itching to get started. Should I be diving headfirst into AMD or is it better to spread the love across a few AI stocks? I mean, I don’t want to put all my eggs in the AI basket and end up with a bunch of overpriced chips. Anyone got some wisdom on how to navigate this AI hype without getting burned?

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Victoria Wiezorek

Please get Tom Lee not Stacy. He has not idea, since he keeps saying, “ I don’t know”.

I am forever grateful to Mr. David , he has completely changed my life and I will continue to preach in his name until everyone hears that you saved me from a huge financial debt with a small investment, thank you Mr. David

Short term you never know which direction it’s going but Buy and hold for 5-10 years and you will gain the rewards.

Not raising Capex is not what traders and Michelle are saying is the problem for Google: it's the justification for continued infrastructure buildout . On todays episode they cried about the "return on investment" or ROI for building out GPU Ai infrastructure. Same thing Dan Nathan speculated on. But without concrete evidence H100's are not needed in the face of CEO's who insist they are, the paranoia is unwarranted. You could've said the same last year. Furthermore demand is so extreme Nvidia could lose hyperscaler sales and still beat guidance big time. This is the same crap designed to terrorize retail investors from holding long term decade after decade.

I'm favoured financially with Bitcoin ETFs approval, Thank you, buddy.$42,000 weekly profit regardless of how bad it gets on the economy

This definitely feels like a "hold the line" moment for the AI trade. People are going to feel terrible getting out right now. Just wait a month lol

Not true! The AMD has a very diversified produkt portfolio than just AI. The AMD story is eating the lunch of Intel in the past 10 years and in the next 10 years, not just the AI. Bernstein is too shortsighted.

The entire market will crash based on an earnings report, that’s where we’re at right now. It literally just happened. Don’t deny it.

AMD will be a $300 stock in 3 years. Don't bet against Lisa Su

TSM have a great report and raise. The sell off is nonsensical

Thats lie Nvidia has 2 stocks huge money took out Nvidia and put in serve robot inc. look

I see a lego guy here hihihihi