The Julia La Roche Show

people believe that everybody is going to spend a lot of money with Micron, a lot of money with AMD and other producers. Uh, and they're correct.

— The Julia La Roche Show, at 28:46

we own AMD, for example, and it's up dramatically. I bought that stock when nobody wanted it, and uh it's just screamed, and it's moving much better than Nvidia

— The Julia La Roche Show, at 22:49

even a semiconductor stock I've owned for a long time, AMD, just went soaring. And it's all part of this this a big bet on the part of managers that there is going to be value here

— The Julia La Roche Show

I have a position in AMD. I followed that company for a long time. They make low power chips for a lot of applications. That stock's now down at the 52-week low. Uh I have been slowly buying more because I do like the company

— The Julia La Roche Show

I own AMD, the chip maker, which has traded off a lot. I'm probably going to buy more now at these levels.

— The Julia La Roche Show

Nvidia's kind of almost got to be too well-known, too commonplace. So, people are looking to other areas for for alpha.

— The Julia La Roche Show, at 22:49

I have been in and out of Nvidia over the years. I don't own any now, and I would not be a buyer of it right now.

— The Julia La Roche Show

If you look at the MAG 7, they're basically down since October and November. only one. Google's up a little bit.

— The Julia La Roche Show, at 0:00

Google uh, has just put down a hundred-year debt to try and finance their AI ambitions. If that's what we have to do to finance these things, I really wonder if they're ever going to make money.

Tesla, they're not making it here

— The Julia La Roche Show, at 10:44

I think Tesla is a short. I'm naming names.

— The Julia La Roche Show

Look at Meta reported a phenomenal third quarter and we'll get their numbers in a couple weeks. But the stock traded straight down because people started to focus on the huge amount of capital spending.

— The Julia La Roche Show

I think there's a good chance we've seen a stock market top in Microsoft for instance and u other stocks as well for in also like that. But you're going to see that they will bounce somewhat into that before they then will continue their bare market decline which I think they're

— The Julia La Roche Show

Look at Oracle, for instance. Oracle went up, what was it, 30 or 40% in one day a few months ago when they had that crazy announcement. It's crashed back down. It's lower now than it was before that announcement.

— The Julia La Roche Show