What NOT to keep in your IRA, Leveraged Securities, please read more..

 Investing in TSLL and AMDL (assuming AMDL refers to a specific investment or stock, but it's not clearly defined in the context) involves different considerations for long-term IRA investments.

TSLL (Direxion Daily TSLA Bull 1.5X Shares)

- Nature: TSLL is a leveraged ETF designed to achieve 150% of Tesla's daily return. It is primarily for traders seeking short-term gains rather than long-term investors.

- Risks:

  - ==> Leverage Risk: The fund uses leverage, which amplifies both gains and losses.

  - ==> Compounding Effect: Daily compounding can lead to significant deviations from the underlying asset's performance over longer periods.

  - ==> Volatility: High volatility in Tesla's stock can negatively impact TSLL's performance.

- ==> Long-term Suitability: Not recommended for long-term IRA investments due to its high-risk nature and potential for negative compounding effects over time.

AMDL (Assuming AMD or Another Stock)

If AMDL refers to AMD (Advanced Micro Devices) or another stock, consider the following:

- AMD:

  - Growth Potential: AMD has shown strong growth in the semiconductor industry, making it a potential long-term investment.

  - Market Influence: AMD's position in the tech sector could provide stability and growth opportunities.

- Other Stocks:

  - Evaluate the specific stock's fundamentals, industry trends, and growth prospects.

Long-term IRA Investment Considerations

For a long-term IRA investment, it's generally safer to focus on stable, growth-oriented stocks or diversified funds rather than highly leveraged ETFs like TSLL. AMD, if referring to Advanced Micro Devices, might be a more suitable long-term investment due to its growth potential and market position.

Recommendations

1. Diversification: Spread investments across different asset classes to minimize risk.

2. Research: Conduct thorough research on any stock or ETF before investing.

3. Risk Tolerance: Align investments with your risk tolerance and long-term goals.

4. Consult a Financial Advisor: Consider seeking professional advice for personalized investment strategies.

In summary, while TSLL can offer short-term trading opportunities, it is not suitable for long-term IRA investments due to its high-risk nature. AMD, if referring to Advanced Micro Devices, could be a more stable long-term investment option. Always prioritize diversification and align investments with your financial goals and risk tolerance.

Sources

[1] TSLL: 8% Yield Looks Good, But This Is For Traders - Seeking Alpha https://seekingalpha.com/article/4689577-tsll-8-percent-yield-good-for-traders

[2] Tesla's Comeback Fuels ETF Opportunities for 2025 - Nasdaq https://www.nasdaq.com/articles/teslas-comeback-fuels-etf-opportunities-2025

[3] (TSLL) Direxion Shares ETF Trust Direxion Daily TSLA Bull 1.5X ... https://www.composer.trade/etf/TSLL

[4] Is AMD actually a stock to hold for 10-20 years? : r/investing - Reddit https://www.reddit.com/r/investing/comments/1dfj862/is_amd_actually_a_stock_to_hold_for_1020_years/

[5] Long Term Tesla Hold With TSLL : r/LETFs - Reddit https://www.reddit.com/r/LETFs/comments/11tul6f/long_term_tesla_hold_with_tsll/

[6] Innovate Your TSLA Trades: Single Stock Daily Leveraged & Inverse ... https://www.barchart.com/story/news/30618316/innovate-your-tsla-trades-single-stock-daily-leveraged-inverse-etf-strategies-for-earnings-season

[7] [PDF] TSLL TSLS Fact Sheet (pdf) - Direxion https://www.direxion.com/uploads/TSLL-TSLS-Fact-Sheet.pdf

[8] Tesla: Is the Dip a Buying Opportunity Ahead of FSD Potential? https://www.investing.com/analysis/tesla-is-the-dip-a-buying-opportunity-ahead-of-fsd-potential-200655893

[9] Direxion Daily Tsla Bull 1.5x Shares Stock Forecast - StockInvest.us https://stockinvest.us/stock/TSLL

A company growing and getting accumulated by institutions.. better than $AMD or $NVDA, Guesses?

 Guesses?

$AVGO 

Fools is always on the money, NVDA no think this stock

 Time is driving changes on the AI front. Nvidia is no longer the market's top opportunity. This title is shifting toward Taiwan Semiconductor Manufacturing Company (NYSE: TSM), which is arguably better positioned to capitalize on the next chapter of AI's growth story.

https://finance.yahoo.com/news/forget-nvidia-buy-magnificent-artificial-150000398.html

Don't miss out on AMD

Best, still bound to grow based on AI growth projections. 

AMD's Instinct MI300 data center chips are a strong challenger to NVIDIA's AI dominance, offering competitive performance and memory capacity:

- The MI300X boasts over 150 billion transistors, 2.4 times the memory of NVIDIA's H100 GPU, and 1.6 times the memory bandwidth at 5.3 TB/s[1][2]. This allows the MI300X to deliver comparable AI training performance and significantly higher AI inferencing performance compared to the H100[1].

- AMD CEO Lisa Su expects the AI chip market to reach $400 billion or more by 2027[1]. Major tech companies like Meta, OpenAI, and Microsoft have announced they will use AMD's MI300 AI chip[1].

- However, NVIDIA has leapfrogged ahead of AMD in AI for now[4]. NVIDIA's H100 remains the market leader, and the company's CEO stated there is $1 trillion worth of installed data centers globally, with $250 billion in annual expenditures growing 20% per year[4].

- AMD redid its tests comparing the MI300X to the H100 using NVIDIA's optimized software and found the MI300X is still 1.3x faster on inferencing[2]. Using latency results, the MI300X is 1 second faster than the H100[2].

In summary, while AMD's MI300 chips offer impressive performance and memory capacity, NVIDIA's H100 remains the dominant AI chip currently. But there appears to be significant growth potential for both companies in this rapidly expanding market[4].

Sources

[1] AMD launches MI300 chips: a challenger to Nvidia's AI dominance? https://techwireasia.com/12/2023/can-amd-mi300-chips-really-challenge-nvidia-ai-dominance/

[2] AMD vs Nvidia -- MI300x vs H100 - YouTube https://www.youtube.com/watch?v=12MwExDku4Y

[3] NVDA vs. AMD: Battle of the Chip Stocks - TipRanks.com https://www.tipranks.com/news/article/nvda-vs-amd-battle-of-the-chip-stocks

[4] Why AMD Doesn't Have To Beat Nvidia To Be A Winner In AI Chips https://www.investors.com/news/technology/ai-chips-amd-stock-vs-nvidia-stock/

[5] NVDA vs. AMD: Which Chip Stock is the Better Buy? - TipRanks.com https://www.tipranks.com/news/article/nvda-vs-amd-which-chip-stock-is-the-better-buy

$191.03

▲(19.67% Upside)

Based on 36 Wall Street analysts offering 12 month price targets for Advanced Micro Devices in the last 3 months. The average price target is $191.03 with a high forecast of $235.00 and a low forecast of $140.00. The average price target represents a 19.67% change from the last price of $159.63.

Companies with supply demand issues like NVDA

 Several companies are facing supply constraints and struggling to keep up with demand for their products, similar to Nvidia's situation in the AI/data center market:

Nvidia itself is grappling with overwhelming demand for its AI chips and data center products that is outpacing its ability to increase supply quickly enough[5]. The company expects this supply-demand imbalance to continue in the near term.

Advanced Micro Devices (AMD) is another semiconductor company that has seen demand for its chips, especially data center CPUs and GPUs, exceed supply[2]. AMD is working to ramp up production to meet this demand.

In the networking space, companies like Arista Networks and Broadcom are benefiting from strong demand for high-speed Ethernet solutions needed for AI/data center workloads, as an alternative to Nvidia's InfiniBand offerings[3]. However, they may also face constraints in scaling supply.

Outside of semiconductors, electric vehicle makers like Tesla have faced production bottlenecks and struggled to increase manufacturing output fast enough to satisfy high consumer demand for their vehicles[1].

The supply chain challenges and inability to quickly boost production capacity to match escalating demand is a common issue faced by many companies across various sectors that are experiencing rapid growth driven by new technologies or product categories[4][5]. Careful supply chain management and capital investments in new manufacturing capacity are critical to alleviating these constraints.

Do add orcl to the list btw 

Sources

[1] Which companies (will) compete with NVIDIA for AI ? : r/stocks - Reddit https://www.reddit.com/r/stocks/comments/183y1p8/which_companies_will_compete_with_nvidia_for_ai/

[2] The NVDA Alternatives: 3 Stocks Offering Superior Growth ... - Nasdaq https://www.nasdaq.com/articles/the-nvda-alternatives:-3-stocks-offering-superior-growth-prospects-to-nvidia

[3] The lesser-known stocks competing with Nvidia - Investors' Chronicle https://www.investorschronicle.co.uk/news/2024/05/21/the-lesser-known-stocks-competing-with-nvidia/

[4] Forget Nvidia: Billionaires Are Selling It and Buying These 2 ... https://www.fool.com/investing/2024/05/21/forget-nvidia-billionaires-sell-buy-supercharge-ai/

[5] Nvidia: Supply Growth Not Keeping Pace With Demand https://seekingalpha.com/article/4676087-nvidia-supply-growth-not-keeping-pace-with-demand

Stocks gaining from CHIPS act

 $MU

$TSM

$AMD

$INTC

https://www.marketwatch.com/articles/u-s-taiwan-china-chips-act-stocks-b22a1a36?mod=mw_quote_news

MCHP to 99

Buy Buy pls

Holder	Shares	Date Reported	% Out	Value
Vanguard Group Inc	68.58M	Mar 31, 2024	12.69%	6,540,143,867
Blackrock Inc.	46.91M	Mar 31, 2024	8.68%	4,473,015,979

 

Average Target Price

99.74