AMD stock: When to sell? / AMD stock analysis / AMD stock prediction / AMD vs NVIDIA [nfA1Jzpw7tR]

00:00 - 00:51 *Intro 00:52 - 1:30 *AMD's main risk 1:31 - 2:04 *AMD - Risk 1: AMD loses market share to Nvidia 2:05 - 2:37 *AMD - Risk 2: Hyperscaler capEX slows down 2:38 - 3:27 *AMD - Risk 3: TSMC lead times normalize 3:28 - 3:58 *AMD - Risk 4: GPU margins peak 3:59 - 4:43 *AMD - Risk 5: Enterprise AI spending matures 4:44 - 5:07 *AMD - Risk 6: High Valuation 5:08 - 6:54 *Key Indicators for Trimming AMD 6:55 - 7:49 *How TSMC affects AMD & NVIDIA? 7:50 - 8:33 *The most important indicators (for Trimming AMD stock) 8:34 - 10:05 *Early signals (to trim AMD stock) 10:06 - 11:16 *My Base case for AMD (Rough Timeline) 11:17 - 12:20 *Stock prices peak 6-12 months before earnings peak 12:21 - 12:59 *AMD checklist 13:00 - 13:28 *AMD vs NVIDIA (what's the difference?) 13:29 - 14:32 *Conclusion/Summary

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