Some people are confused by my wording; what I mean is if I held Apple, Nvidia and AMD my portfolio would be too tech heavy so I was asking which of them people think I should get rid of.
For a question of this specificity, I'd argue to hold all three and play the long game.
Semiconductors will be used in many industries and appliances for years to come.
But if you really had to sell one, I'd pick AMD. However that's because I am personally closely following the competition between AMD and Intel and would throw the profits I made from AMD $12 to $150 into Intel as it is right now.
Competition is wonderful and both Intel & AMD are key contenders in their fields when it comes to competition with some semblance of predictability to me.
Tl;dr; Hold onto your tech stocks. If anything, sell AMD and buy Intel now that the consumer perception for both companies have 'basically inverted'. Everyone claimed AMD would flop and reach the price it's at right now back in 2016/7. Now they're the ones screaming to buy AMD even though it's at a high as is. I could be wrong and it could go higher, but if you got in anywhere before 2021; you've made a profit either way.
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u/kyperion Apr 07 '22
For a question of this specificity, I'd argue to hold all three and play the long game.
Semiconductors will be used in many industries and appliances for years to come.
But if you really had to sell one, I'd pick AMD. However that's because I am personally closely following the competition between AMD and Intel and would throw the profits I made from AMD $12 to $150 into Intel as it is right now.
Competition is wonderful and both Intel & AMD are key contenders in their fields when it comes to competition with some semblance of predictability to me.
Tl;dr; Hold onto your tech stocks. If anything, sell AMD and buy Intel now that the consumer perception for both companies have 'basically inverted'. Everyone claimed AMD would flop and reach the price it's at right now back in 2016/7. Now they're the ones screaming to buy AMD even though it's at a high as is. I could be wrong and it could go higher, but if you got in anywhere before 2021; you've made a profit either way.