I Invested in this Stock after my US Trip... My $10,000 Bet on This Undervalued Tech Giant!

Summary

In this video, the speaker shares their investment strategy, particularly focusing on AMD and its future in the AI space. They highlight a $10,000 investment in AMD, considering it a key player in the future of technology, despite tax concerns limiting further purchases. The speaker also explains holding a single share of Berkshire Hathaway for the purpose of attending the annual meeting and hearing Warren Buffett speak. They reflect on the competitive landscape between AMD and Nvidia, and ask viewers for feedback on whether they'd like more US-based stock videos, encouraging engagement with the channel.

Takeaways

• 😀 The speaker has invested $7,400 in AMD, believing that the company will perform well as AI grows in importance.
• 😀 A small $100 investment in Berkshire Hathaway was made specifically to attend the annual meeting and hear Warren Buffett speak.
• 😀 The speaker has stopped investing more in stocks to avoid hitting a higher tax bracket, which would lead to higher tax payments on gains.
• 😀 The strategy is to wait for AMD to catch up in the GPU market, anticipating potential future gains as the company competes with Nvidia.
• 😀 The speaker believes that the dominance of Nvidia in the GPU market will eventually be challenged by competitors, with AMD being one of the potential rivals.
• 😀 There is a growing market for AI technologies, and the speaker believes AMD will benefit from this trend in the coming years.
• 😀 Despite the potential of AMD, the speaker emphasizes that investing is a personal bet based on his analysis, and he acknowledges the possibility of being wrong.
• 😀 The speaker reflects on his past investment mistakes and views this current strategy as an opportunity to learn and grow in investing.
• 😀 The speaker is considering not investing further in AMD due to tax concerns after surpassing 78 lakhs in earnings.
• 😀 The speaker seeks feedback from the audience, asking if they want more US stock market-related videos or not.
• 😀 The speaker encourages viewers to engage with the content by subscribing or liking the video, as 82% of the viewers are not subscribed yet.

Q & A

Why does the individual only hold one share of Burkshare?

The individual holds one share of Burkshare primarily to gain access to the annual meeting where Warren Buffett gives a speech. Owning a share allows them to attend the meeting, which is the main motivation behind the investment.

What is the individual's primary investment focus in the video?

The individual's primary investment focus is on AMD. They have invested $7,400 in AMD, believing that the company has strong future potential, especially in the growing AI market.

Why has the individual stopped investing more in AMD?

The individual has stopped investing more in AMD after reaching a certain threshold, due to high taxes (TCA - Tax Collected at Source) that would be triggered with further investments. They chose not to invest more to avoid paying additional taxes.

What is the individual's philosophy regarding the AI market and competition between Nvidia and AMD?

The individual believes that AI will play a significant role in the future and that, despite Nvidia's dominant market share, other companies, such as AMD, will eventually challenge Nvidia's position. They see AMD as a strong competitor in the AI chip market.

How does the individual view their own investing strategy?

The individual acknowledges that their investing strategy might not always be correct, but they are confident in their approach, particularly regarding AMD. They view it as a calculated risk, and they believe that as AI grows, AMD's importance will rise.

What are the tax implications mentioned in the video?

The individual mentions that when their investment in AMD crossed 78 lakhs, they started facing Tax Collected at Source (TCA), which became more significant once their investments exceeded 10 lakhs. This prompted them to halt further investments to avoid additional taxes.

What role does the speaker believe AMD will play in the future tech landscape?

The speaker believes AMD will play a crucial role in powering AI technologies and that it will serve as a key competitor to Nvidia. As the AI market grows, AMD’s position could strengthen, providing alternatives to Nvidia’s dominance.

What is the individual’s opinion about Nvidia’s market dominance?

The individual believes that Nvidia’s current 94% market share in the GPU space will not remain unchallenged in the future. They feel that competitors, like AMD, will eventually emerge to capture a significant portion of the market, especially as AI technology becomes more important.

Why does the individual feel AMD is a good investment in the AI sector?

The individual believes AMD is a strong investment in the AI sector because they expect that as AI becomes more prevalent, companies will seek alternatives to Nvidia’s chips. AMD is seen as a viable competitor, potentially powering many AI applications.

How does the speaker engage with their audience in the video?

The speaker engages with the audience by asking for feedback on whether they enjoy US-based stock videos. They also encourage viewers to subscribe to the channel and like the video, indicating they are looking for active engagement from their audience to guide future content.