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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 237.62+3.8%Nov 6 3:59 PM EST

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To: Pravin Kamdar who wrote (40879)4/27/2021 12:22:46 PM
From: VattilaRead Replies (1) of 72176
 
Regarding wealth preservation measures, I was, as I mentioned a while ago, planning to start taking some profits from my heavy AMD investment this year. The plan was to take out an amount within my tax allowance every year, starting this year. However, as the stock price appreciation stagnated, I changed my mind. Instead, I have actually increased my risk profile by moving assets from safe bank accounts to a relatively high risk stock fund. However, with the low interest even a locked fixed rate deal on a savings account gives no tangible return, so I thought I could do better with little material risk. Of course, just after my move, the nice appreciation in that fund over the last year stagnated as well and actually retreated a little. But I am sure that is short-term, and that the move will prove wise soon enough. As regards AMD, I don't feel good parting with a single share below $120 (Mosesmann's target).

The Xilinx deal also gave me pause for thought. I think there is a good chance the finalisation of the merger will put fuel into the rocket engines again.
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