AMD will experience a significant upward move in the next 3-6 months; sell some shares after the run or near $700.

Because you're looking at the biggest stock in the public account, AMD, [clears throat] not doing so well, right? Well, we got so many stocks picking up the slack on a day like today when AMD is really weak.

Right. So, we have a lot of stocks really picking up the slack on a day that AMD is down and then it seems like on days when AMD is doing well. Uh, it's just like, you know, the other it just way outweighs everything else.

Meanwhile, under that same time, AMD [clears throat] is up 13%.

Okay. AMD. So AMD has been tremendous, obviously, you know, up around a million dollars. First off, AMD, in my opinion, is going to make another epic run over the next 3 to 6 months.

I could be wrong on that, but I do believe over this next 3 to 6 month span. I don't know exactly what day it starts. So if you're wondering like what exact day is it tomorrow?

Is it next week? Is it next month? I don't know. But I believe in the next three to six months AMD goes on an absolute tear.

Okay. And so my plans with AMD is after the next big run is done or let's just call it when we're deep into the next big run, I want to sell some AMD shares. Keyword is some. Not a lot, but some.

This is a huge overweight position in the portfolio. It's about 26%. Do you know how big the waiting is going to get when this baby goes on that next run?

Right now, the thing that we 2027 is going to be fine for the semiconductor stocks in regards to their numbers. And when I'm talking about the stock, I'm talking Nvidia, I'm talking AMD, I'm talking the memory stocks.

They're all fine, right? The issue is in 2028, in my opinion, we start keyword is start the slowdown of the semiconductor cycle. Now, this is not going to hit AMD's numbers yet at that particular time, but it will hit Nvidia. it will hit the memory stocks in 2028.

And so with that, AMD will get pulled down at least some because you got to understand AMD's in a basket of stocks with these other stocks. And so if one moves down, they all start moving down.

Okay? And so with AMD, I'm going to want to take some profits off the table uh likely after the next big run essentially. Okay? And I'm still going to want to keep a position in AMD for the super long term.

So do keep that in mind as well. But essentially, as it starts going up more and more and more, I'll take a little profits here and there. Do I want to take profits right now at 493?

Heck no. We're still quite we're still significantly uh below where I would even start taking profits on AMD. So, just keep that in mind, okay? You know, like if you asked my number, what is my number that I would consider starting to take some profits in AMD?

700. 700. If AMD was 700 today, I would consider starting to take some profits.

Cuz I can tell you if AMD doubled tomorrow, I would absolutely be willing to sell some shares of AMD at right around a thousand, right?