In this clip from Market Mondays, Rashad Bilal, Ian Dunlap, and Troy Millings dive into the potential bottom for AMD and compare it to other tech giants like Nvidia, Broadcom, and TSM. Are we seeing the beginning of a major rebound for AMD, or is there more volatility ahead? [00:00:00] Rashad Bilal kicks off the discussion by asking Ian Dunlap if the bottom is in for AMD. Ian shares his perspective, highlighting that while he appreciates AMD, other companies like Nvidia, Broadcom, and TSM are currently ahead. [00:00:42] Ian and Rashad exchange insights about the significant separation in value and performance between AMD and its competitors. [00:01:18] The conversation shifts to discussing Palantir and its impressive turnaround, drawing parallels with other companies like Zillow and Uber. Ian emphasizes Palantir’s innovation in the market despite facing initial backlash. [00:02:42] Rashad shares his optimistic view on AMD, noting that its recent pullback might indicate that it has reached its bottom. [00:02:58] Troy Millings discusses Robin Hood’s recent innovations and its appeal to beginner investors. He recalls their experience at a conference where they got an inside look at Robin Hood's efforts to attract more customers through features like 24-hour trading and an improved desktop interface. [00:03:52] Ian comments on the remarkable performance of pharmaceutical company Hims, stressing the importance of keeping an eye on such emerging companies. [00:05:04] Rashad and Ian wrap up by comparing pharmaceutical giants like Novo and Lily to Hims, discussing the potential long-term plays in the pharmaceutical market. Join us for this insightful discussion as we analyze market trends, emerging stocks, and long-term investment strategies. Drop your thoughts in the comments and let us know if you think AMD has hit its bottom! *Hashtags:* #MarketMondays #AMD #Investing #StockMarket #Nvidia #Broadcom #TSM #Palantir #RobinHood #PharmaceuticalStocks #Finance #InvestmentStrategies #AMDStock #TechStocks #LongTermInvesting #MarketAnalysis #StockClub *Timestamps:* 00:00:00 AMD Bottom Inquiry00:00:42 Value and Performance Separation00:01:18 Palantir Discussion00:02:42 Optimism for AMD00:02:58 Robin Hood Innovations00:03:52 Performance of Hims00:05:04 Pharmaceutical Market Comparison Make sure to like, subscribe, and hit the notification bell so you never miss out on our latest updates and market insights! Thank you for tuning in to Market Mondays. Our Sponsors: * Check out NerdWallet: https://www.nerdwallet.com Support this podcast at — https://redcircle.com/marketmondays/donations Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

In this clip of Market Mondays, Rashad Bilal, Troy Millings, and Ian Dunlap dive into a crucial discussion on Palantir's impressive performance over the past 18 months. Palantir, known for its AI and defense technology, has skyrocketed from $20 to $116 within a year. But is there still room for growth, or has the boat already sailed? Troy Millings emphasizes Palantir's key position in the AI defense space, suggesting that although competitors like Anderil could eventually dethrone it, Palantir remains the current leader. Rashad Bilal echoes this sentiment, highlighting the significant impact of Palantir's government contracts and their pioneering role in defense tech. The duo underscores that Palantir isn’t a fleeting investment—it's here to stay, especially given its robust software capabilities and the emerging AI revolution. This clip also touches on insights gained from the World Economic Forum in Davos, where influential companies showcased their innovations, underlining the importance of being on the ground to witness these developments firsthand. Don't miss out on this engaging discussion, packed with valuable insights into one of the most talked-about companies in the tech space. Make sure to like, comment, and subscribe to stay updated with the latest market trends! *Hashtags:* #MarketMondays #Palantir #AITech #DefenseTech #InvestmentInsights #FinancialCommentary #GovernmentContracts #Davos2023 #TechnologyTrends #AIRevolution Our Sponsors: * Check out NerdWallet: https://www.nerdwallet.com Support this podcast at — https://redcircle.com/marketmondays/donations Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy