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two of my favorite companies uh that don't know that the market is in downturn right now we can take a quick look at amd right now this is up 26 in the past month we can also take a quick look at nvidia this one's up 39.51 nvidia's one though is my number one position in my portfolio amd is in one of my top four depending on the day it can be number two number three or number four depending on how my other positions move uh so today i just want to take a quick look at their stock prices some recent news after earnings but and i also have a link to my free newsletter where i share all the informations of all the stocks i've been covering this earnings and i continue to add more almost on a daily basis and like i said it's free for you guys uh so let's just jump into it right amd right now sitting at 155 dollars and later on in this episode i'm gonna explain a little bit what i'm doing with my stocks right now uh but amd up 26 this company had strong earnings we can see quarter three revenue was up 54 year-over-year they had their sixth straight quarter of record server processor revenue um amd data centers continue to grabbing market share in the cpu if we take a quick look at some recent news on november 10th ibm cloud selects third generation amd epic processor for new bare metal offering for compute intensive workload and this third generation right milan has been doing amazing uh like i mentioned right it was the sixth straight quarter of huge growth in the uh data center uh cpu market for amd and there's most recent earnings driven by the huge adoption of milan and amd has recently announced milan x which will come out later on uh in 2022 but overall we continue to see this adoption of big players so that's pretty pretty impressive on november 16th amd also wanted to just flex the strength of how well they're doing um the epic processor like i keep talking about um there is a list which shows the top 500 supercomputers uh right now amd now powers 73 super computers compared to 21 in november 2020 list so you can just see the overall adoption growth of amd products as well some other recent news that i don't think i think the first two news were pretty impressive right it really shows the strength of this company and this company's cpu data center products um this second news amd and mediatek develop amd rz 600 series so pretty much this is just a wi-fi module that goes on your laptop to overall increase uh the connectivity experience where you don't have to experience some form of flags or have better better connections right so they kind of talk that hey they're building uh with one of the leaders in the kind of wi-fi industry to improve the laptops that come with amd's processor again that's pretty cool it just shows that hey amd is still focused even though they're doing great in the in the data center market and the server market they're still providing solutions for a great customer experience in the in the consumer world so those are the three things i wanted to take a quick look at now if we take a quick look at nvidia this stock is just breaking new highs every time we can see from its 52-week high the stock is barely down it's down about 1.5 percent uh up 149 percent year over year my number one position super super excited about it uh and if we take a quick look at nvidia i do want to say if you are an investor they share a lot of great information in their newsroom this is kind of like their blog they explain they show a lot about the company and where it's heading in forms of small startups using nvidia and also some big business moves since earnings this company hasn't really shown much but if we take a quick recap of earnings revenue was 7.1 billion up 50 year-over-year data center for example was a huge driver growing 55 year-over-year being 2.9 billion the gaming market was 3.2 billion up 42 year-over-year uh nvidia focus is really focusing on one thing they are focusing creating software or or kind of they're giving their gpus a purpose by making software one thing that jensen mentioned he's like chips do not make markets and i'm kind of paraphrasing here chips do not make market software creates the market so nvidia's creating the software to create the market for their graphics cards and all the other chips that they provide which i think was pretty impressive again the newsletter is free uh some things to keep a note on on thursday 8th november 18th nvidia kind of released a few dates on important investors relations uh conferences for example on november 30th they're going to be meeting meeting up with the bank to just kind of talk about their annual technology conference uh in december 1st another bank december 6th another one if you are an investor all these presentations are free you can listen to a live audio or they will be available on replay just letting that be known so that's tuesday november 30th wednesday december 1st and monday december 6th are the three most recent uh endless kind of analysts or investors presentations happening uh some pretty cool thing on november 22nd of 2021 nvidia announced the the overall growth of their artificial again their artificial intelligence software and how content creators can continue to use them for example here uh using uh using things like machine learning we can see that just by typing something using their other sdks and other kind of software uh products you're able to get a picture drawn based on the words that you're writing so here we can see ocean's waves hitting rocks on the beach and it continues first you see there's ocean waves and you just see ocean waves then you talk about rocks then you talk about beach and address draw so it says text to image and there's numerous concepts that nvidia is working on at the moment which i thought were pretty cool another interesting one on november 19th of 2021 we can see a lot of startups are using nvidia to create or even make a business so there's this startup 2i which keeps an ai on worker safety so this is kind of used on oil on oil oil manufacturing places so we can see here you see a a truck um kind of hauling a oil tanker and behind there is a person kind of hanging onto the truck so with machine learning vision learning it kind of gives attention and says hey there is someone on the truck this could be a risk of an accident so it using machine learning artificial intelligence and vision learning this allows companies to improve their overall safety so we can just see the overall market that can come from nvidia now let's talk about the important things and this is overall stock prices doing video right now super high i think to in my opinion even though both of these positions are super big in my portfolio and they're driving most of my returns i want to say these companies are overextended what does that mean that means to me that i believe the chance not the guarantee the chance of these stocks kind of pulling back down is possible it is possible uh and but at the same time i'm not here trying to time the market so for me i have no intentions of selling amd or nvidia if i wanted to buy into these two companies right now i would do very very small dollar cost averaging i think the market dollar cost averaging is the best ability to get some skin in the game but it also gives you the opportunity to wait for better buying opportunities and when those better buying opportunities one can really load the boat i think amd and nvidia both overextended the chance of a pullback doesn't mean it's guaranteed in my opinion it's a little bit higher but these two companies continue to show strength especially with things like the metaverse things like content creation video game artificial intelligence machine learnings these are two leaders in that market obviously nvidia is my number one position but amd definitely definitely belongs in the list as well
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