저자: 미상 · 외국인
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영상 결론: 개인 투자자가 AMD, 차세대 콘솔, 대마 관련주(Namaste, Tgod, Hempco, MWM 등)에 대해 낙관과 불확실성을 함께 이야기하는 개인 시황 영상이다. AMD: 52주 신고가(1679달러 부근, 1760 언급)는 인텔의 10나노 공정 문제와 인텔 CEO의 서버 점유율 상실 인정이라는 두 가지 호재 때문이다. 발언자는 AMD가 617~1550 구간 또는 1700~1900달러 사이에서 횡보할 것으로 보며, 다음 분기 실적이 좋으면 2000달러 전후까지 갈 가능성도 언급했다. 차세대 콘솔: 엑스박스 차세대와 플레이스테이션 5가 개발 중이며 여러 기기 형태로 출시될 것이라는 추측을 언급했다. 에너지 효율과 휴대성이 높아질 것이라고 보며, 엘더스크롤 6의 차세대 콘솔 독점 출시가 콘솔 판매를 이끌 것이라고 전망했다. Namaste(나마스테): 발언자가 비중을 크게 실었으나 주가가 부진해 손실 상태다. 캐나다 보건부의 판매 라이선스 발급 여부가 핵심 리스크이며, 라이선스 확보 시 주가 상승 요인이 된다고 보았다. 자매사 Aurora는 양호하다고 평가했다. Organic Dutchman: 온타리오 15만 평방피트 시설의 공사 진행이 부진해 주가가 급락했다. 완공 시점이 2018년 하반기에서 2019년 상반기로 연기됐고, 자메이카 기업 지분 49% 인수 및 14,000kg 공급 계약 소식으로 반등했다. 발언자는 추가 하락을 기다려 재매수를 고려한다고 밝혔다. Tgod: 주가가 0.45달러 수준까지 올랐던 적이 있으나 재상승 가능성은 낮게 보았다. 6월 25일 관련 발표(Rogue 확인) 전후로 주가가 더 오를 수 있다고 언급했으며 50:50 도박이라고 평가했다. Hempco(Hemp Inc. 계열 관련): 대마 전체 식물 활용이 정부 승인되어 상승했다. 대주주 지분율 52%(Royal 관련)로 주가 급락 가능성은 낮다고 보았으며, 매수 평균가가 높았던 지인들이 본전 회복을 했을 것이라고 언급했다. IQ: 36달러에서 39달러로 올랐으나 위험하다고 보고 신규 매수를 권하지 않았다. Twitter: 33~34달러에 매도한 것을 아쉬워하며 장기 보유 시 더 수익이 났을 것이라고 밝혔다. 리스크: 정부 라이선스 지연 및 변경, 공사 지연, 자료 진위 불확실성, 소형주 변동성. 출연자 전망: 발언자는 AMD 상승, Namaste 라이선스 획득, Tgod 6월 발표 후 상승 가능성에 대체로 긍정적이나, 본인도 여러 부분을 불확실하다고 명시했다.
다듬은 글
hey guys how's it going into this video I'm gonna talk about a stock market update I know I don't own any AMD shares but I'm still I know people who do and for P and people for people who are you know indeed long-term shareholder I'll kind of want to talk about it a little bit so AMD was performed way better than I expected it hit all fit the new 52 week high at 1679 why did it hit 1760 at 1679 because of two really good piece of news that came out for AMD first one is AMD Intel has problems with the 10 nanometer process while AMD is moving towards the 7 enemy that chip process thanks to the like customers are sorry partners like tsmc and GlobalFoundries and Samsung because of like the partners they were able to move to the 7 enemy a chip much faster than in town moving to 10 nanometer because Intel kinda makes their own processes notes so they because intel has and Intel's having problems because sometimes even with lots of money and talent you can still run into problems and that's exactly what's happening so Andy got a little bit of good luck so that's loot that's number one number two is Intel CEO admitted that they will lose server market share to AMD in the second half of 2018 and that's another reason why the indie stock is kind of hovering I think it's gonna be hovering around 617 bucks to maybe fifteen fifty so that's why I think I'm not too sure exactly what's gonna happen but this is why I believe will happen that it's gonna be hovering around 1556 17 bucks for until the next quarter part and if the next quarter points really good it could pop up to 19 20 bucks before even years and so it's always a possibility so finally one who's a long lives in AMD and it's a long term shareholder ah that's awesome cuz I know my friends uncle is probably really happy with a V right now yeah it's like a hundred thousand shares so another piece of news I wanna I want to talk about is Xbox 2 and PlayStation 5 has been rumored at e3 that happened over the weekend basically it's in development right now and when it gets released it's gonna be multiple different car units or consoles so my guess is there's gonna be my guess is Xbox is gonna go with Xbox to select the actual like normal console and an Xbox to laptop where you can have you can carry around your Xbox wherever you want because it because the next-generation consoles are gonna be very very energy efficient and portable at least this is what I believe I'm not 100% sure but from what I know of my knowledge about chip technology and computer technology with advancing to the point where everything becomes super energy efficient and one day everything will be more mobile and more more carry around like think about our cell phones like 10 years ago we had shitty cell phones now we have like cell phones that are more powerful than computers that were 10 years now worth like made 10 years ago so this the amount of technology has been advancing it's just insane and then another piece of article I came across eldest grows six will be released on next-generation consoles only that is awesome that this this game is gonna be a game seller for it's gonna be a next-gen console seller for sure because Elder Scrolls is very loved by a lot of people and a lot of people will be a lot of people buy the console just for Elder Scrolls 6 for the next-gen consoles this is where I believe I could be wrong if I was nameste is kind of depressing me uh because I took a gamble on the stock I put a bunch of shares into it and it's not paying off if I if I just stayed with my diversified portfolio right now I'd probably have more money but whatever its life at least Aurora is doing good I wish I bought more tea guard but hopefully they get the sales license because I it's been a while so I'm hoping I'm really hoping that they get it this Friday but it might not happen it might not happen till like I don't know it's like middle of summer or whenever Health Canada decides to get off to get off the high horse and actually give nameste the license but it's the government nobody can really control the government the government can cold come around and be like namaste we no longer want to give you a sales license they could do that if they wanted to because of the government and that mistake can't really do anything unless the government approves of them so I guess that's the risk to that everyone has to take that you know they might not get the same license until they are confirmed their sales license nameste won't take off but once they have their sales license it shows confidence Internet today okay namaste has the sales license now now they can finally make money off cannabis so then that will help definitely help increase the stock price but you know this is hoping next tomorrow is when they get this license the green organic Dutchman had a huge decline because there was some kind of there was new there was I don't know if this is fake but apparently the 150,000 square feet facility in Ontario this they took some pictures of the site and it looks like the facility is just getting started with construction and it's like nowhere close to being finished so that's the reason why the stock this could be if this could be fake because if some people were saying that all this fake news bla bla bla but I don't know about that because when I was looking at the investor Investor Relations like I've been checking it up once in a while there and that's the presentation they said that this facility was supposed to be finished second half of 2018 now it's been pushed back to first half of 2019 the one 800 thousand square feet facility is projected to be completed on the same time as the 150,000 square feet facility so I don't know what's going on I don't know why this facility's taking so long maybe they just like kind of forgot about construction or maybe because it's like out in the middle of nowhere that it's like hard for construction workers to get to this place every day I have no idea so like please if you guys have some information about this let me know but then recently they had a news that said that they managed to signed out like they bought they did a partnership with Jamaica they also invested into the company like the own forty forty nine percent this Jamaican company 4/4 and they get 14 thousand kilograms of organic cannabis with a 50% cuz I saw something like that well it doesn't say what percentage the Omega but I really think I saw it let me just open up a new thing you can mention it I saw our new cannabis man [ __ ] yeah he got acquired 49% of Jamaica Jamaica's epic can so that news kind of jump-started t card stock I was hoping for more of a decline so I can get so I can buy back into this company but oh well whatever is inclined but you never know shoulders can come back and attack this stock again so I'm hoping it drops so I can get a good buy in cuz I'm not buying at 6 bucks I want to buy back and maybe I'm not gonna say but I do want to buy this stock back micron waste technologies I don't think the stocks is gonna be climb back to like 45 cents again I've been 40 cents but you never know it could but June 25th is coming soon and once a rogue confirms that a we got unit and it works well and blah blah blah the stock could go up even higher so look I'm I don't know it's a gamble 50/50 whatever I at the end of the day if you guys sold out I wouldn't buy back it unless it has a decline or number two you can just look for another stuff I'm sure there's something out there that's better a better investment than this one and then hemp go Pepco is making me very happy right now I wish I bought more of this stock when it was I don't know like a dollar fifty dollar 45 because why whole plan utilization the government has approved whole plant utilization so that means hemp coal can now make the entire hemp plant into whatever product they want because they are allowed to use the whole plant which you know is excellent news in a royal or all it's also a big investment in this they own like over 32 million [ __ ] they own 52% of this company so because a royal such a big shareholder this stock is not gonna decline in price its unless a royal decided to sell out but I don't think they will I think yeah and I think they can just end up merging with this company in my opinion but I'm happy cuz I'm making my money back I knew a bunch of people who bought in a little high didn't average down so they're probably happy then making the money back right now I guess I'll just end it off of this IQ I mentioned IQ stock when it was like 36 dollars now it's at $39 at this point it's a little dangerous so if you guys haven't bought and yet I would not recommend buying it it's the little dangerous right now I like I said I was thinking of buying when it was around 16 bucks but I didn't I didn't react on it now whatever Twitter I turn it a little pissed me off too because I sold Twitter out acting at $33 at $34 I bought it at $31 so I made a decent profit on it I think I had like 500 shares and I sold out and I bought a namaste but if I just hold on to this long term I would have made a decent profit off it oh well that's life Kevin everything oh hey just had a huge decline what the hell I thought was at $49 mom $46 oh whatever that's weird I thought I saw $49 I must be seeing things oh wait well I think that's it for stock market update
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