Is Micron Better Than AMD? The Ultimate Semiconductor Investing Breakdown
Earn Your Leisure
iHeartPodcasts
4.8 • 7.8K Ratings
🗓️ 2 January 2026
⏱️ 7 minutes
🧾️ Download transcript
Summary
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
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed Human. |
| 0:05.2 | This episode is brought to you by PNC Bank. |
| 0:08.2 | A lot of people think podcasts about work are boring. |
| 0:11.2 | And sure, they definitely can be. |
| 0:13.5 | But understanding a professional's routine shows us how they achieve their success |
| 0:17.4 | little by little day after day. |
| 0:20.4 | It's like banking with PNC Bank. |
| 0:22.8 | It might seem boring to save plan and make calculated decisions with your bank, |
| 0:27.2 | but keeping your money boring is what helps you live on more happily fulfilled life. |
| 0:32.1 | PNC Bank, brilliantly boring since 1865. |
| 0:36.6 | Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. |
| 0:42.3 | PNC Bank, National Association member FDIC. |
| 0:47.1 | Another question is Mike Ron better than AMD? |
| 0:50.3 | Buy both. |
| 0:51.2 | Have a financial threesome. |
| 0:52.9 | We're not doing this. |
| 0:53.6 | Have a financial threesome or force some put in video in there and have a financial threesome we're not doing this even have a financial threesome or force them put |
| 0:57.1 | in video in there and have a fucking blast all of them all of them get to 10,000 shares I know why you |
| 1:05.7 | ask the question I understand the question the answer is in the beginning of this episode of |
| 1:10.4 | understanding what you're investing in |
| 1:12.7 | and understanding that those two companies do two different things, right? |
... |
Transcript will be available on the free plan in 13 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from iHeartPodcasts, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of iHeartPodcasts and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

