When it comes to investing, timing is everything—but not in the way most people think. It’s not about catching the stock price at its exact bottom. It’s about recognizing the trough of the earnings cycle and positioning yourself before the recovery takes hold. Case in point: what happened around the end of 2009.

Corey Kramer, host of the Cyclical Investors Club YouTube channel, recently shared his insights on Advanced Micro Devices (ticker: AMD). Known for its pivotal role in the semiconductor industry, AMD presents a textbook example of a deeply cyclical business.

Alphabet Inc., the parent company of Google, is among the most prominent businesses in the technology sector. Corey Kramer, from the Cyclical Investors Club YouTube channel, recently shared his analysis of the stock, focusing on GOOGL ticker.