AMD offers unprecedented triple-digit growth in EPS and revenue, making it the most attractive stock for 2027; price could reach $750 before Q2.
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Can you talk to me? AMD ( AMD) AMD stock rose a whopping $72,000 today in public accounts. The gain in AMD stock in public accounts alone has again exceeded one million dollars.
Two, AMD. What's happening at AMD? Where is this stock going from here? I think this is a very important point in today's video.
Next up, number two , let's talk about AMD. What is happening here? Where does the stock go from here? Listen, AMD has shown a big rise. We know that, right ? But what you need to understand about AMD is that we are now at a point where only good news and good news is coming.
Okay? Just a great news cycle going on. And we will remain in this cycle for quite some time.
Well, AMD just attended the Citi Global TMT conference and they reported that the total potential market for artificial intelligence could reach $2 trillion by 2030. The numbers are so incredible it's ridiculous, right ?
Data center revenue. The company expects data center sales to reach close to $70 billion in 2027, nearly double the expected size of the business in 2026. These are incredible numbers, right?
This ambitious long-term projection and strong growth forecast have boosted investor confidence in the chipmaker's competitive position in the AI infrastructure market.
Look, this is not new news to me. We know this market is huge. We know AMD will become an even bigger player and they will capture a larger share of the market in the next few years. These are things we know.
Now, what you need to understand about AMD is that it is still about 13% below its record high. Okay? Therefore, AMD has a significant opportunity to return to record highs. We're not even talking about going to 600, 700, 800.
Uh, just talking about going back to the highest record. We still have a long way to go to get there.
If you look at the stock, you will see that it is in a trend of gradually decreasing highs. So, until we break out of this downward trend , do n't get too excited about AMD's share price.
If we can get to 520 or above , be careful. We will start moving at a faster pace again. Okay , but even today we haven't been able to break through the stock's recent lows. So, this is a situation where it feels exciting.
We are moving in the right direction again. But let's see if we can break through the 515 to 520 range , then we can say that we've finally broken out of that downward trend , right?
In my opinion, the stock price could reach $750 before the second quarter. In my view, this is a realistic possibility, right ? And the reason for this is that we will finally get a surprise and direction from AMD.
It's as if we are waiting and waiting for that surprise. It will definitely come. It's like waiting at a roulette wheel , where the color black keeps coming up. It keeps turning black.
You'll then think, "Dude, it's our turn for red. It's coming." And what makes me confident about this is looking at AMD's customers and observing the average selling price that AMD is likely to get for their products , especially for new generation products, and looking at the capital expenditure of these companies.
And that's what actually gives me confidence that a surprise is coming at AMD.
Unfortunately we didn't get that last quarter and that's what held the stock back and brought it down to the 400s, right? But I think we're going to get it. So I think there will be more hype and excitement about AMD and we could see the stock go to 750 or higher in the second quarter.
The big thing happening for AMD right now is that we are seeing a big change or flipping happening in 2027. And that's why this stock will remain the most attractive stock in the stock market.
So what's going to happen here is that earnings per share are expected to grow in the triple digits next year , right? In a three-digit number. But keep in mind , these numbers will be much better than analysts expected.
AMD exceeds its revenue and earnings per share targets almost every quarter. Okay? It's almost certain. So when you look at these analysts' forecasts, you'll realize that AMD's numbers will be much higher than this.
Triple-digit growth in earnings per share would be much stronger than what you're seeing here.
Additionally, when you look at revenue, we're seeing that in some quarters next year. Analysts are expecting growth of 74%, 77%, 79%. In my opinion, we will see growth close to 100% in some of these quarters.
In some of these quarters, revenue growth will exceed 100%. Triple-digit growth, ladies and gentlemen. Triple-digit growth.
This is exciting because AMD is finally going to surpass them, right? In terms of revenue growth percentage and earnings per share. So, if you look at Nvidia's revenue growth percentages, they're closer to 70% , right?
And if you look at AMD, they are in the upper 70s. And remember, AMD has a much higher chance of outperforming next year's earnings forecast. So you'll probably see them moving towards 100% or more , right?
This is a very exciting moment for AMD, as they are finally growing faster than Nvidia. Nvidia's business is very big. So it is important to keep this in mind.
Now, if you look, the last time AMD's revenue was growing faster than Nvidia's was in 2022. The problem is, the Nasdaq collapsed in 2022. That is, the Nasdaq fell about 37% from its peak in 2021 to its low in 2022.
Well, we went through a collapse, literally a collapse on the Nasdaq. And so both AMD and Nvidia shares did very poorly in 2022. So it would n't be logical to compare the current performance of these shares with how they performed in the past.
Previously, AMD had achieved faster growth than Nvidia. That was in 2019 , that year AMD grew by 148% and Nvidia did well, but it was 76 %. Okay. Hmm, Nvidia's revenue fell that year , while AMD's revenue grew by a modest 4%.
We've never been through what we're going through with AMD before. Okay, listen. We'll go through a period where AMD will grow faster than Nvidia, but revenue growth will be in the triple digits, right?
Or close to three digits. And earnings per share or EPS will be deep into the triple digits, very quickly. And this is not something we have been through before. So you have to understand that what we're going to have with AMD is unprecedented.
And I think that's why AMD is the most interesting and exciting stock among the giant companies, because AMD's market cap is heading towards a trillion dollars, right?
So, if you look at all the exciting giant companies , consider the ones with a market cap of a trillion dollars or more, right? There are roughly 20 to 25 stocks that are worth about a trillion or more, right ?
This is the most attractive stock for 2027 and the gap between them and the next company is wide. I mean, that's a significant difference.
So at the end of the day, if you want to be in the market's most attractive stock in 2027 , you should buy AMD. And that's why I think AMD will keep the momentum going in the coming months , because people will see that this is the best place to invest, right ?
Remember, the stock market is very short-term thinking. The stock market's main focus is on the next 6 to 12 months, right? So when people look in the market, where can they find major growth in the next 6 to 12 months ? That is AMD. That is AMD.
And the best thing about AMD is that it is a very well- known company. Everyone knows Lisa Su. Everyone knows AMD and they know what kind of returns this stock can deliver over time, and so I have a lot of confidence in AMD's business model, its growth, and its share price.
The way I see it is , we have an Enzo Ferrari, right ? And this is the AMD for 2026 and 2027. We have that Enzo Ferrari. Everyone wants a car like that, right ? And we have it.
My personal opinion is that I am not interested in selling my Enzo Ferrari right now. Personally, I see it this way. I wonder, why would I do that ? Why would I want to get out of AMD now? Now is not the right time for this.
We have something that everyone wants. Everyone wants it and it's the most attractive semiconductor stock on the market. Memory stocks were in that position last year and AMD was somewhat out of the public eye.
The next 12 months will be AMD's time, when everyone in the stock market will only be talking about AMD, AMD, AMD. This will become a stock that everyone can't help but discuss.
And for those of you who are shareholders, this is a great time for you. This is a really exciting time, isn't it ? No. It's a very exciting time in our private group too, okay?
Today my wife signed me over, 12 members of our private group have earned seven figures or more in their portfolios. Another 12 people earned more than $100,000. Do you understand ?
One of the things I teach you in private groups is how to make projections , right? And this can be very useful , especially when you're looking at a stock like AMD and wondering what the right price is to sell it for. 500, 600, 700, 1000, 2000, 1500, right ?
Make your projections. When you do the projections, watch them 1000 times, and know how to do them correctly, then—you will gain confidence.
As I know, if AMD was at a certain price today, what would I have done? I know what price I will sell at and what percentage of my AMD shares I want to sell if it reaches that price.
For example, if AMD were at $800 today, I would sell a portion of my AMD shares. Would I have sold all the shares for $800 ? Not at all. But I would definitely sell some parts.
If AMD were at $1,100 today, I would sell a share of AMD. I know very well in my head, if the stock were $1100 today, exactly how many shares I would sell. Still, it wouldn't be all of my share, but it would be a part, okay ?
And you can only reach that level if you know how to make projections , right?
So if you do n't have a way to project where stocks are going to go in the next few years, I think the game becomes a lot harder , because you might have sold AMD for $300 thinking you got a good deal , right?
But later when you see AMD reaching $900, you think, " Hey, what happened?" "Why did I sell at $300 ?"
It's not AMD.
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