AMD started to fall since October 2024, and TSLA started to fall since December 2024, I told investors not to buy them during the fall. But I started to buy on the bottom of April 7th. TSLA will have Full Self Driving (FSD) version 14 come out in Sep, and version 15 will come out in Dec which means it is matured and in mid-2026, FSD will come to commercial use. So if there is a fall recently due to the news of developing of semiconductor of BABA replacing NVDA, its time to buy NVDA, TSLA and TSM.
The CEO of AMD is Lisa Su, or called Mother Su, sha is born in southern Taiwan. Jensen Huang of NVDA is her uncle, anyway of the same family tree even not so close. That is why NVDA is developing together with AMD. Gradually the island of Taiwan is becoming a myth of semiconductors. The question is that would AMD and NVDA rise together and fall together? Mind that the relation between these two companies is somewhat in a case of competitor, similar to that of zero sum game. That is in case of market share, NVDA is growing and eating the market share of AMD. So if they grow together, better buy NVDA than AMD.
The market has risen a lot since April 7th, and people are waiting for a correction before the Employment Report this Friday. The writer apologizes for stopped issuing The Express for several days due to personal problem on internet and desktop computer at the same time, but everything is solved now. Anyway, stocks purchase from March to August should locked up for 5 years and with effective from September, everything can start from ground zero.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.