저자: Alec · 외국인
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9월 14일 증시 급락(S&P -4%, QQQ -5%) 후 8월 CPI 8%대 상회로 금리인상 우려 확대, 다음 주 75bp 인상 가능성 언급. 엔비디아는 130달러 지지선, 121~124 추가 하락 가능성을 제시하고 장기 보유에는 우호적. AMD는 PC 수요 둔화에도 사업 다각화를 이유로 엔비디아보다 선호, 55달러 부근 매수 계획 언급. 구글·메타도 지지선 이탈 가능성 제시. 강의 홍보성 멘트 다수.
다듬은 글
hey guys what's up Alec back with the daily stock market and look at that super super red day today in the markets so if you were trading the stock market you obviously know it's been a super red day today Unity down 13 Cloud Fair down 10 Nvidia down 10 as well after it's been falling all month down 30 total now is this one of the best deals in the stock market we're gonna talk about Nvidia in this video we're also going to do a general stock market update we're going to talk about spy ticker symbol spy ticker symbol QQQ we also have things like Amazon down seven percent and it seems like it's headed down now it's breaking some support it's actually right at the support of 126 the neckline right there so it's probably gonna fall a little bit further below 125 dollars per share Google Apple Qualcomm other ones down six to five percent today Google at a one year low and it looks like it just just broke past a hard support that it was at a hundred and five dollars per share it's now at 104 dollars per share and you can see that there's some hard supports right at a hundred and one dollars per share so the question is will it keep its head above 100 and 201 dollars per share or will Google head down to eighty six dollars per share so if you look at the short term pattern for Google it is bearish if Google Falls below 100 per share I'm going to be loading up some for long term we've talked about Google in the past we're not going to do a super deep dive today but before we get to the rest of this video subscribe with post notifications on if you haven't already drop a thumbs up on this video If you appreciate the content that's loaded and the value that's loaded Within These videos so we see the S P 500 down around four percent today after it had a pretty great week QQQ is down five percent this is more heavily Tech focused so that implies that big Tech is down more than the overall stock market and if you didn't know what happened um inflation data was who were released today and in the reading today it was above eight percent which we wanted below eight percent we wanted seven point eight seven point nine anything below eight would have done we got above eight unfortunately also next week we have rate hikes incoming all right so be aware be alert for that Tuesday and Wednesday of next week be prepared however you should start preparing now for next week because there's a good chance that the fed's actually gonna do a 75 basis point hike next week which is going to be the one of the largest in history so if you want to see what trades I'm taking out before some of those readings come out make sure you join the close friends list message me on Instagram we've been having a lot of success in the stock market today in the close friends and I know we just did a deep dive into Nvidia but I do want to talk about them again I know a lot of you guys probably want me to talk about them also they're down 10 one of the biggest losers on the day to 131 dollars per share they're one of the best buys I think in the stock market if you plan on holding for a year to two years okay they're at a 2020 low 130 dollars per share which is an extremely strong support so you better be watching this a hundred and thirty dollar support but we can see that it goes all the way down to 124 and even as low as 121.
so watch all those supports 124 and 121 are important supports and there's a good chance that we'll see Nvidia meet those supports but the question is will Nvidia go below a hundred dollars per share because that implies still around a 20 to 30 percent more downward movement than we've already seen on Nvidia so here we see an article titled what's going on with Nvidia Shares are 10 lower Tuesday shares of semiconductor stock at large are trading lower after August CPI data shows greater than expected U.S inflation which has caused economic concerns and his rate expectations for aggressive fed policy next week remember Fed rate hike could cause a Slowdown in the economy that's why people are so afraid of these rate hikes is because that it could it could it could trigger a recession it could trigger home prices to start falling as well which could pressure demand in the Semiconductor in Chip's End Market what happened according to the data U.S viewer of Labor Statistics the headline CPA Rose 8.3 percent in August down from 8.5 percent in July however the August CPI reading came in at above average economic estimates of eight percent like we talked about and that's the entire article folks so we'll see you in the next videos peace no I'm just kidding but imagine if my videos were like that like look at this article there's no meat on the bone there's literally that's the whole article is what we just went over okay here's a pretty good article it says better by AMD versus Nvidia shares of Nvidia and AMD saw all-time highs during the worst of the pandemic however both stocks lost steam in 2022 as companies uh growth fell out of favor while Nvidia and AMD are home to the high quality businesses one is a safer bet both tech companies stocks have faced significant losses over the year okay as we already know we can kind of skip that one uh so Nvidia leader in graphics Nvidia 29 years in business have built into the into a leader in the graphics processing unit gpus used in gaming cryptocurrency mining professional applications and more the company also designs chips systems for automotive and robotic products Nvidia flourished throughout the pandemic with its stock Rising 500 percent between March 2020 and November 2021 when it reached an all-time high however the tech stock lost 58 since November high as investors lost faith in the company's stability the Semiconductor Company suffered a disappointing second fiscal quarter Revenue fell 33 year over year to 2.04 billion as consumer demand for its gaming GP use decreased significantly gaming is nvidia's second biggest segment making up 30 percent of the company's total revenue in Q2 as a result decreased demand for its gaming GPU units has hit the company hard with its third quarter guidance not doing much to Rally investors the chip maker expects to bring about 5.9 in Revenue in next quarter of 15 percent decline from the previous year okay well it's going to be hard to compete with 2021 when everyone was at home just playing games and school was closed and people were working from home more than ever you know so you got to think about that thanks to decreased decreased GPU sales and shrinking professional visualization segment okay AMD strength and diversification while Nvidia saw substantial loss in the second quarter AMD boasted a 70 rise in year over year Revenue the increase was primarily fueled by a 32 percent rise in Gaming revenue the Stark difference between the company's gaming segment comes from the difference between gaming PC and console Market videos Gaming revenue is comprised of GPU sales to PC Gamers with a portion made from providing chips to Nintendo's switch consoles AMD segment is far more diverse with revenues coming from PC GPU sales and semi semi-custom products it provides four consoles such as Microsoft Xbox Sony PlayStation and valve steam deck so not only are they just doing gpus okay amds also providing chips to you know Nintendo switches to Xbox Sony PlayStation and much more in 2021 the Nintendo switch sold 8.2 million units while the Xbox series XS sold about 8.7 million PlayStation 5 sold 11 million so it was obviously in the lead amd's rise in Gaming revenue shows that its ability to diversify the segment has played to its Advantage the PC market is in a slump with multiple tech companies feeling the effects despite significant gains in revenue on the second quarter amd's Q3 Revenue projection of 6.7 billion versus analyst expectations of 6.8 billion billion due to decrease PC demand has caused the stock to fall 10 percent just in August however its gaming segment isn't the only part of its business that's strengthened by diversification while nvidia's business is 30 gaming and 56 data centers AMD is much more evenly split between its four segments okay in Q2 2022 amd's Revenue was 22 data centers 32 percent clients 25 gaming and 19 embedded products okay so if you want to be a little bit more Diversified AMD is the clear winner here however if you believe in gpus more um then you know Nvidia is going to be the clear winner there's no out that Nvidia and AMD have suffered at the hand of decline PC market however AMD seems more capable of propping up its business with the other segments Nvidia depends on PC sales and the volatility in the crypto currency markets make it a less reliable stock additionally AMD said in 2022 earnings call that it had gained market share for nine consecutive quarters in a row having taken shares from Intel illustradians growth dominance in the market it's consistent growth and a variety of succeeding segments suggest AMD is the better buy over Nvidia so comment below if you do agree I have price alerts set at 121 115 and then 100 per share for NVIDIA for a larger buys AMD I'm a huge fan of also down nine percent on the day could be good time for a long term buying um in my opinion it's going to drop down to 73.75 closer to that support there the question is will it go under that support it's a pretty hard support we've seen it hit the support a few times 74 dollars per share one time two times three times four times five times this will be the sixth time hitting that 75 dollar support and if it does miss that there's a good chance it'll drop down to around sixty dollars per share which is a huge drop from um its current support okay so that might be good for put options I have buy alerts around fifty five dollars per share for a long term I think AMD is a great stock to have in your portfolio for long term and I am dollar cost averaging in we have an average cost of around 81 dollars per share I want to get that closer to fifty five dollars per share or under 60 for my average cost only have 2.4 shares so I can still grow my position by a significant amount so that covers AMD and Nvidia so comment below what stocks you want me to talk about in the next video we have many stocks that are good enjoyed buying opportunities right now it's also a great time to join the close friends list we have a lot of options that we're going to be playing with the whole fed reaction in the market we have some good long-term Buys in the market right now because we're seeing a dip down again and if it continues to sell off for a couple more days or even a couple more weeks then we'll even have more opportunities in the stock market so get excited get ready there is a lot of opportunities in the stock market on the horizon meta or Facebook is also a stock I wanted to talk about in this video but we didn't have the time they're down nine percent also they're at a pretty strong support on the three month and the year looks like they just broke down past that support we can see that it was closer to 155.
interesting to track Facebook or meta platforms over the next few weeks to see how the stock performs and there could be some huge buying opportunities for long-term investors in meta platforms also thank you guys for all the love and support that you have been showing on the channel and the YouTube channel on the insta Instagram page if you haven't joined the close friends list yet click success number six and look through some of the recent success that we've had just from this week and if you look at just the success that we've had today you can see this is just posted eight hours ago 600 call just from holding from one day DM me to get in the private group 1300 made over a hundred and forty percent gain just absolutely massive gains from one trade all right thanks for the tips on shorting spy we took puts out on spy on on tqq and we made some good money another student making 368 now over 1500 sign ups and if you want to join and be part of the program it's as simple as messaging me on Instagram and I'll shoot you over my website so you can check that out see how much everything costs to join the program you're gonna absolutely love the program and I'm excited to help people super rewarding and fulfilling to help people reach their goals and makes money in the stock stock market so I absolutely love how rewarding this job is so message me on Instagram if you need help developing your wealth and building your wealth in the stock market thank you guys for all the love and support share this video with a friend like this video subscribe with post notifications on if you made it this far thank you I'll see you guys in the next video remember don't time the market buy the market peace thank you
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