$AMD

AMD is slightly overvalued, but expected profit growth is strong.

He framed it in years
“Semiconductors: The Winners and Losers Are Separating”
Rich HabitsPublished Sep 10 · 3 passages

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AMD,

I got a ton of AMD.

AMD, another solid example. I think this one's a little overvalued. Yeah, it's a little overvalued, but you can see profits are supposed to just go absolutely parabolic in the next couple years.

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Rich Habits has only this one call on this stock.

2026-09-10This one
AMD,
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