Good long term stocks

[Questionmark]

Hello all,

Any good long term.stocks suggestions for a small.portfolio?

What do you guys think about Corsair gaming? And AMD at current prices?

I already own a bit of Microsoft and apple and fb  so not willing to add anymore

Serious responses only plz

 

Thanks

 

[anna_gari_maata]

Construction stocks konukko

[Ryzen_renoir]

8 minutes ago, Questionmark said:

Hello all,

Any good long term.stocks suggestions for a small.portfolio?

What do you guys think about Corsair gaming? And AMD at current prices?

I already own a bit of Microsoft and apple and fb  so not willing to add anymore

Serious responses only plz

 

Thanks

 

I don't see much upside for and long term , their production capacity is tied down by tsmc / global foundries . 

Intel is investing heavily to fast catch up by 2023/24 . Amd hasn't really captured server market even with current advantage. The server market is slowly moving towards ARM from x86. Xlinx acquisition is too costly for what they earn . 

AMD will be good till 2023 and then slowly fall off unless something radical happens

[Questionmark]

12 minutes ago, anna_gari_maata said:

Construction stocks konukko

Construction ante evi bro? Caterpillar ah?

[Questionmark]

1 minute ago, Ryzen_renoir said:

I don't see much upside for and long term , their production capacity is tied down by tsmc / global foundries . 

Intel is investing heavily to fast catch up by 2023/24 . Amd hasn't really captured server market even with current advantage. The server market is slowly moving towards ARM from x86. Xlinx acquisition is too costly for what they earn . 

AMD will be good till 2023 and then slowly fall off unless something radical happens

But innovative company kada bro..last 5 years lo baga.improve aindi kada..long term ki paniki radhu antava?

[Ryzen_renoir]

1 minute ago, Questionmark said:

But innovative company kada bro..last 5 years lo baga.improve aindi kada..long term ki paniki radhu antava?

They are only looking good because intel hasn't improved anything in last 5 years . 

Now that MBA ceo is out of intel and a engineer has taken over they are starting to make right moves.

AMD's stock right now is the culmination of previous 3,4 years work , if intel catches upto them I don't see much upside . 

Nvidia is far better than amd but the stock price just doesn't make any sense. Well most of the Market doesn't make any traditional sense anyway 

Microsoft , apple , Facebook are solid picks tho 

[Balibabu]

5 minutes ago, Ryzen_renoir said:

They are only looking good because intel hasn't improved anything in last 5 years . 

Now that MBA ceo is out of intel and a engineer has taken over they are starting to make right moves.

AMD's stock right now is the culmination of previous 3,4 years work , if intel catches upto them I don't see much upside . 

Nvidia is far better than amd but the stock price just doesn't make any sense. Well most of the Market doesn't make any traditional sense anyway 

Microsoft , apple , Facebook are solid picks tho 

What do you think about Adobe, square, Etsy, PayPal, baba?

[Questionmark]

6 minutes ago, Ryzen_renoir said:

They are only looking good because intel hasn't improved anything in last 5 years . 

Now that MBA ceo is out of intel and a engineer has taken over they are starting to make right moves.

AMD's stock right now is the culmination of previous 3,4 years work , if intel catches upto them I don't see much upside . 

Nvidia is far better than amd but the stock price just doesn't make any sense. Well most of the Market doesn't make any traditional sense anyway 

Microsoft , apple , Facebook are solid picks tho 

You got a good point thanks for the insights.. appreciate it 

Microsoft at current price konachu antava

Fb as well what do you think the future of fb is going to be ? Upside undi antava I know the financials r good and  cash rich company adhi Kani ..if it's not going innovate I don't see a point in buying 

How about Corsair?

 

[playboys]

Okay.

[Balibabu]

Just now, playboys said:

Okay.

Not okay say something 

[Ryzen_renoir]

1 minute ago, Balibabu said:

What do you think about Adobe, square, Etsy, PayPal, baba?

Not really my area of expertise but all of them are highly overvalued right now. 

Especially etsy

The most solid one is baba but idk what's happening inside china , jack ma is under fire by CCP 

[Ryzen_renoir]

6 minutes ago, Questionmark said:

You got a good point thanks for the insights.. appreciate it 

Microsoft at current price konachu antava

Fb as well what do you think the future of fb is going to be ? Upside undi antava I know the financials r good and  cash rich company adhi Kani ..if it's not going innovate I don't see a point in buying 

How about Corsair?

 

Corsair is a solid company but they face a lot of competition from asian manufacturers. They operate in a sector with tiny margins if not for the current chip scarcity and supply chain disruptions

Not much upside , avoid for long-term . Could be okay short term holding

[Balibabu]

19 minutes ago, Ryzen_renoir said:

Not really my area of expertise but all of them are highly overvalued right now. 

Especially etsy

The most solid one is baba but idk what's happening inside china , jack ma is under fire by CCP 

Any idea on $TSM 

[Ryzen_renoir]

12 minutes ago, Balibabu said:

Any idea on $TSM 

I like it , it's going to be the makret leader for atleast a decade 

[Questionmark]

21 minutes ago, Ryzen_renoir said:

Corsair is a solid company but they face a lot of competition from asian manufacturers. They operate in a sector with tiny margins if not for the current chip scarcity and supply chain disruptions

Not much upside , avoid for long-term . Could be okay short term holding

Gotcha YouTube lo ekkada chusina Corsair and.amd Hawa nadustundi andhuke was curious .. long term Ela.untadi Ani..what would your picks be for a.small.portfolio? How about Walmart?