Is Micron Better Than AMD? The Ultimate Semiconductor Investing Breakdown

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap tackle one of the most common questions from investors: "Is Micron better than AMD?" This in-depth discussion goes beyond just picking a winner—it's an essential guide for anyone looking to understand the semiconductor landscape, tech stocks, and the strategies pros use to build a winning portfolio. *What’s Inside This Clip:*

• Rashad Bilal raises a key investing question: Is Micron a better choice than AMD?
• Troy Millings and Ian Dunlap break down why smart investors don’t limit themselves to either/or thinking—sometimes, you need to own both!
• Ian Dunlap explains the different roles these companies play in the tech ecosystem: while AMD manufactures CPUs and GPUs, Micron builds the memory that powers them.
• Learn how partnerships between companies like AMD, Nvidia, and Micron create opportunities for growth across the sector.
• The team emphasizes building a portfolio with multiple tech leaders (including Nvidia), and how diversification can maximize your returns.
• Discover why ETFs like SMH can be a powerful tool if you’re starting with less capital or want exposure to all the top semiconductor players such as Nvidia, TSM, Broadcom, Micron, AMD, ASML, and Intel.
• Tips on the importance of patience, long-term investing, and having the curiosity to research which companies are enabling the tech giants’ success.

Whether you’re a novice looking at your first tech stock, or an experienced investor seeking strategic insight, this clip will help you rethink how you approach tech investing and portfolio building. *Key Takeaways:*

• Don’t focus solely on picking a "winner"—understand the relationships between companies like AMD, Micron, and Nvidia for a more informed investment approach.
• If you’re short on capital, consider ETFs like SMH for broad sector exposure.
• Be patient and curious as an investor; look for companies that support the leaders in the market.
• Building wealth is about consistent investment into solid assets—put your money in, let it grow, and don’t overcomplicate your approach.

Subscribe for more real-time stock market strategies, financial education, and wealth-building tactics from Rashad Bilal, Troy Millings, and Ian Dunlap every Monday! *Hashtags:* #MarketMondays #TechStocks #Micron #AMD #Nvidia #FinancialEducation #InvestingTips #Semiconductors #ETFs #StockMarket #WealthBuilding

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Episode Transcript

Speaker 1 (00:01):
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Speaker 2 (00:43):
Another question, is Mike Ron better than AMD by both.

Speaker 3 (00:46):
Have a financial threesome. We're not doing this. Have a financial.

Speaker 4 (00:50):
Threesome or foursome, put in video in there and have
a fucking blast.

Speaker 3 (00:55):
All of them.

Speaker 4 (00:57):
All of them.

Speaker 3 (00:58):
Get to ten thousand shares. I know why you ask
a question. I understand the question.

Speaker 1 (01:04):
The answer is in the beginning of this episode of
understanding what you're investing in and understanding that those two
companies do two different things. Right, So like when we're
talking about AMD, we're talking about a company that makes
GPUs and CPUs. When we're talking about Micron, Micron creates
the memory for those GPUs and those CPUs.

Speaker 3 (01:25):
They actually work together. Right.

Speaker 1 (01:27):
So if you're investing in AMD, look at who their
memory partner is. If you're investing in the Video, look
who their memory partners are. That's how you start to
stack the companies, right, So you got to have the understanding, right,
I wouldn't say, Hey, is it ASML or is it AMD? Well,
those companies don't function if they don't have ASML to
create the machines for TSM to manufacture. Right, So it's

(01:49):
different roles, different spots inside of this cycle of AI
that you gotta understand. I'm doing both, of course, I'm
doing both. We talked about AMD throughout the year. Crown
obviously is hit its all time high again today.

Speaker 4 (02:05):
So yeah, man, go watch every episode we've answered, and
not to that person who asked the.

Speaker 3 (02:09):
Question, because you solid but a bunch y'all.

Speaker 4 (02:12):
Ain't been faithful in y'all real lives, So why are
you finished? Act like you singularly focus on the stock
by both AMD and Video. We then told you that
the gamut of what now is the Okay, this is
the real game. Can you put fifty percent of the
money that's coming in into the assets. It's gonna make
you money forever, So you can talk like this, that's
the real game. No, flex, just put the money into

(02:34):
the assets.

Speaker 3 (02:35):
Do like you do.

Speaker 4 (02:35):
There's a real some of y'allre telling your little signe
so I'm sick.

Speaker 3 (02:38):
You can put your present on the twenty six.

Speaker 4 (02:40):
AMD and video buy everything because they're buying.

Speaker 3 (02:45):
Everything that's and you know what.

Speaker 1 (02:49):
This is like part of the those learning lessons that
you get inside of your professional life. When I was teaching,
patience was one of those things that I had to
have with students, and so a lot of times I'll
get a text like yo, you'll choice what's the next one?

Speaker 3 (03:01):
And I'm like, yo, we told you.

Speaker 1 (03:03):
Like on market, mondays Micron for two years, it was
eighty two dollars, it was seventy nine dollars Stele it's
at two seventy six AMD when it was crashing. I'm like, yo, no,
just stay this, don't worry about number number two could
be a winner. Number two could be a winner. That
was at eighty dollars. Here we are at two hundred
and fifteen. It's happening like happening, right. So the next

(03:28):
one is the one we already said. You know what
I mean, so like but that goes inside. And I
talked about this the other night. It was like, what
type of investor are you? I think people need to
put curiosity in the categories of what type of investor
they're going to be. Curiosity in the sense of, Hey,
you know what, AMD is a great company and Video
is a great company. But what makes those companies great? Like,

(03:50):
are there companies that are assisting them in this run
that they're having, Like who are they using for connectivity?

Speaker 3 (03:57):
Who are they using for memory? Who? Like who is
man your faction for them?

Speaker 1 (04:01):
That type of curiosity will lead you to companies, right
that can also scale with them. Right, Because if AMD
is going to have blowout numbers, which I think they
will next year, and then Video is going to continue
to have blowout numbers, which I think they will next year,
the China sales about to go online in February, then
these are companies that not a benefit as well.

Speaker 3 (04:20):
That's that's just a level of curiosity you got to
have as an investor, but then you got to start
go ahead with shot.

Speaker 2 (04:25):
I've seen somebody put in chair for people put in
chat because the question the question is valid as far
as like you might not even have enough capital to
really deploy.

Speaker 3 (04:35):
That's why ETFs are good.

Speaker 2 (04:36):
So SMH is a ETF where you can not only
invest in video and TSM and Broadcom and MU, but
also a MD and ASML and Intel. So if you're
interested in kind of seeing which one you want to pick,
you can take the pathway of investing in the individual stock,

(04:57):
but you can also invest in the ETF which invests
in all of those companies in different level low percentages.
So that's another way to go about it.

Speaker 3 (05:07):
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