Erik Johnson
779 posts

Erik Johnson
@erikjohnson56
CU Alum Retired Alaskan fisherman 30 years. 3 awesome girls, Full time powder skier. Investor for life $NVDA $GOOG $NBIS $HIMS $AAPL
Katılım Aralık 2013
200 Takip Edilen110 Takipçiler

@QC_Capitals Last 2 quarters have had blowout earnings and guidance and everything tanked so hoping we can break that cycle
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@Mercury1404 @SylentTrade Like it wouldn’t backfill that gap up
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@SylentTrade I think god candle is loading. I see the day when $IREN goes up 50%+ in a single day.
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Wow man…. Nuggets Nation How we feeling ….. #NuggetsNation
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@PetersenWill Kerr would fit in great with all the purple hairs in Denver
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@byesline OH it’s over! Keep Jok and get a new team everywhere else
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@Tyler_Polumbus Worst 4th Q team of all time. Up 20 and they still probably lose
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@Coach_Sanford2 they know suckers will bet the shit nugs and clean up bigtime is about it
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Damn @nuggets. This shit is embarrassing. Just awful. Season is over.
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I've seen people saying they might trim $AMD here... and I totally disagree.
Many of the greatest investors in history will tell you that outperformance comes from letting your winners run. If a company is truly great, it will keep executing.
Yes the stock has had a monster run recently, and might be due for a pullback, but the thesis is not broken at all.
If anything we may just be getting started. The demand for AI isn't going anywhere.
- Data centers can't be built fast enough
- There is an ongoing CPU shortage
- CPU demand will only increase as AI becomes more agentic
- Hyper scalers are continually diversifying away from $NVDA GPUs
- Each generation of AMD GPUs is becoming increasingly competitive
- Management still has $20+ EPS guidance in place
No one in 2022 could have imagined the run Nvidia would go on. Some probably took their gains and lived to regret it.
I'm not saying AMD will have that kind of generational outperformance. It probably won't. The point is, the upside is often a lot higher than you realize for great companies.
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