Is Micron Better Than AMD? The Ultimate Semiconductor Investing Breakdown

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0:32I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. and Matt from HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress.

1:15That's right. Yeah, each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference. Kick off the year with confidence. Listen to HowToMoney on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name.

1:48Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. Hello, hello, all my people. What's up? It's Questlove. Recently, I had the opportunity to sit down with the one and only A$AP Rocky. He reflects on his journey from Harlem roots to global icon status and discovering the hip-hop origin of his name. The ledge was on the TV. Rakim had the Buckethead Kangol join on.

2:24That's Rakim. That's who you named after. I just, damn the f*** I swear. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring. And sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day. It's like banking with PNC Bank. It might seem boring to save, plan, and make calculated decisions with your bank, but keeping your money boring is what helps you live a more happily fulfilled life.

3:06PNC Bank, brilliantly boring since 1865. Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association, member FDIC. Another question, is Micron better than AMD? buy both have a financial threesome we're not doing this have a financial threesome or force them put in video in there and have a fucking blast all of them all of them get to 10 000 shares i know why you asked the question i understand the question 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?

3:50So 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. They actually work together, right? So if you're investing in AMD, look at who their memory partner is. If you're investing in NVIDIA, 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?

4:27So it's different roles, different spots inside of this cycle of AI that you got to understand. I'm doing both. Of course I'm doing both. We've talked about AMD throughout the year. Micron obviously is hitting its all time high again. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio.

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5:36NLP, a.k.a. Neuro Linguistic Programming, is a blend of hypnosis, linguistics, and psychology. Fans say it's like finally getting a user manual for your brain. It's about engineering consciousness. Mind Games is the story of NLP, its crazy cast of disciples, and the fake doctor who invented it at a New Age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. New year, new goals, and in this economy, a better money plan is more necessary than ever.

6:21I am Matt. And I'm Joel. We are from the How to Money podcast, and every week we help you to spend smarter, save more, and make sense of what's going on out there. If you want 2026 to be the year you finally feel in control of your money, we're here to give you the tools and advice to help you make it happen. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, what's up, y 'all? This is Questlove. Recently, I had the opportunity to sit down with A$AP Rocky ahead of his album release, Don't Be Dumb. He reflects on his journey from his Harlem roots to global icon status, discovering the hip-hop origin of his name.

6:57The ledge was on the TV. Rakim had the bucket hat can go during the pasta. Like, that's Rakim. That's who you named after. I just was like, damn, that **** got swag. Rocky offers a window into not only a boundary-breaking artist, but as a man committed to fusing creative ideas, community, and remaining unapologetically himself. Have you ever gotten roasted for any of your outfits? For sure. Some people don't be getting the vision. Look, they can roast me. They can cook me. They can deep fry me. They can saute whatever they want. there's nobody who can f*** with my fashion sense and my taste is impeccable.

7:34I'm just like, I impress myself a lot. It's an amazing conversation, one you definitely don't want to miss, so listen to The Questlove Show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

7:52Hey there, this is Dr. Jesse Mills, director of the Men's Clinic at UCLA Health and host of the Mailroom Podcast. Each January, guys everywhere make the same resolutions. Get stronger, work harder, fix what's broken. But what if the real work isn't physical at all? To kick off the new year, I sat down with Dr. Steve Poulter, a psychologist with over 30 years' experience helping men unpack shame, anxiety, and emotional pain they were never taught to name. In a powerful two-part conversation, we discuss why men aren't emotionally bulletproof, why shame hides in plain sight, and how real strength comes from listening to yourself and to others.

8:28Guys who are toxic, they're immature, or they've got something they just haven't resolved. Once that gets resolved, then there comes empathy and some compassion. If you want this to be the year you stop powering through pain and start understanding what's underneath, listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. Today, um, so yeah, man. Don't watch every episode we've answered. And not to that person who asked the question because you solid. But a bunch of y 'all ain't been faithful in y 'all real lives. So why are you finna act like you singularly focus on a stock?

9:04Buy both. AMD, NVIDIA. We done told you the gamut of what. Now it's the, okay, this is the real game. Can you put 50 % of the money that's coming in into the assets that's going to make you money forever? So you can talk like this. That's the real game. No flex. Just put the money into the assets. Do like you do. there's a really some of y 'all telling you a little size oh i'm sick yeah you don't get the present on the 26 amd nvidia micro buy everything because they're buying up everything that's and you know what this is like part of the the those learning lessons that you you get inside of your profession like so when i was teaching patience was one of those things that i had to have with students yeah and so a lot of times i'll get a text like yo yo yo troy what's the next one and I'm like, yo, we told you on Market Mondays, Micron, for two years, it was$82.

9:57It was$79 at a flow. It's at$276. AMD, when it was crashing, I'm like, yo, no, just stay there. Don't worry about number two could be a winner. Number two could be a winner. That was at$80. Here we are at$215. It's happening. It's happening. The next one is the one we already said. You know what I mean? So like, but that goes inside. And I spoke 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. NVIDIA is a great company.

10:35But what makes those companies great? Like, are there companies that are assisting them in this run that they're having? Like, who are they using for connectivity? Who are they using for memory? like who is manufacturing for them 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 nvidia 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 companies are going to benefit as well that's that's just the level of curiosity you got to have as an investor Go ahead, Rashad.

11:13I've seen somebody put in chat, people put in chat, because the question is valid as far as like you might not even have enough capital to really deploy. That's why ETFs are good. So SMH is an ETF where you can not only invest in NVIDIA and TSM and Broadcom and MU, but also AMD 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 stocks, but you can also invest in the ETF, which invest in all of those companies in different level of percentages. So that's another way to go about it also. So earners, what's up?

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13:46Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, aka neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. And Matt. from How to Money if your New Year's resolution is to finally get your finances in shape. We've got your back. Prices, they're still high, and the economy is all over the place.

14:25But 2026 is the year for you to get intentional and make real progress. That's right. Each week, we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference. Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name.

15:02Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows.

15:41Damn the f***ing that swag. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast. This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us anymore. Okay, great, great, great way to start. Maybe you will cry. Ross Matthews. You know what kids always say to me? Are you a boy or a girl? Oh my God. all the time. That's so funny. I know. So I try to butch it up for kids so they're not confused. Yeah, but you're butching it up is basically like an angry woman.

16:18It's like Doris Day. Right? No, I turn into Bea Arthur. Listen to these episodes of Dear Chelsea on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.