AMD is catching up to establish a second position in the market, creating potential profitability.
Bullish
“Ca$htag$: NVDA "Perfectly Positioned" in AI Trade, AMD, AVGO & INTC Gain Speed”
Schwab NetworkPublished Sep 4 · 3 passages
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Specifically, I am a big fan of AMD here. I think they are doing amazing things to catch up and establish a second position, which could be very profitable.
Yes, Andy, as you know , we've seen Nvidia, based on futures valuation, look cheap compared to many of the competitors you mentioned, such as AMD and Intel, even at this point.
So, let me ask you this, Andy. So, I think one shouldn't overestimate that graph where AMD appears slightly higher than Nvidia in terms of demand.
What this channel has said about $AMD
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2026-09-10Bullish
All right. And I see here also uh that you're looking at AMD right now. And I read an interesting note from Piper Sandler this morning that they think AMD is about to enter its biggest growth phase yet, which would be incredible based on the growth that we've seen uh coming out of this name. I mean, just looking at its price action year to date, we're up 137%. Last 52 weeks, we're up 219%. So, how are you looking at AMD right now?
Quote at 04:16 ›2026-09-04BullishThis one
Specifically, I am a big fan of AMD here. I think they are doing amazing things to catch up and establish a second position, which could be very profitable.