AMD is a buy; Helios launch and CPU growth will push EPS to $25-$30 in 2-4 years, justifying current price.

However, the second stock is AMD. Currently, the stock is priced at $560 with a market capitalization that has not even reached one trillion dollars . I believe it will become a trillion-dollar company, and we are only a hundred billion dollars away from that. There are more opportunities available there.

For me, the AMD story has always been about "Helios" which will be released in the second half of this year. Many people who were pessimistic about AMD are now starting to be optimistic about it.

This is crazy to me, is n't it? They've been shouting the same thing all last year, haven't they ? Since December , and even since before December.

Why am I excited about AMD? Because of AMD Helios. AMD Helios will be released in the second half . This will be the first system on a rack scale. I'm very excited about this.

The price-to-earnings ratio is very high, isn't it? 50.6, and I think that scares some investors, but for me, the growth opportunity is there. You have Helios. You have the central processing unit ( CPU) market, which is currently experiencing a very severe shortage, and AMD is expected to continue to gain market share in this area.

AMD told us at an analyst event in November that they expected at least $20 in earnings per share, and since that event , they have already significantly increased the total marketable value for all of their products.

The central processing unit (CPU) market has grown from $60 billion to $220 billion, and they are still expecting only $20 in earnings per share. This is where the market goes wrong, isn't it?

Their earnings per share, in my opinion, will be closer to $25 to $30 over the next two to four years . For me, this gives a price-to- earnings ratio of 30, which is not crazy.

You're talking about $900. This doesn't seem crazy to me, but people will say, " José, you look like a madman." This is perfectly acceptable.

Now, for the second half of this year, September of this year, when Helios' initial public offering begins, with approximately $13 billion. This is approximately 40% year-on-year growth.

Now, growth is expected to accelerate after that, is n't it? In December 2026, the market is expected to reach approximately $16.1 billion. This is approximately 57% year-on-year growth.

I think the story that follows will be the endgame for the competitors. You will see tremendous revenue growth starting from December 2026.

If the "Helios" system is released, but remember that it is a very large system . Therefore, there may be some obstacles along the way, any of which could cause a significant drop in the share price.

As long as they are able to fix any problems, I believe any such downturn would be a tremendous buying opportunity .

But we saw what happened with Nvidia two years ago. Every time they launch a new platform, some errors appear because they are innovating and experimenting with new things. There will definitely be some mistakes.

During those mistakes, the pessimists in the market are delighted . They like to post videos. They like to publish articles. They like to post tweets and say, " Haha, look, this is the end of the AI story ."

All those tweets and videos so far have been great buying opportunities for investors. I think that if any such problems arise , I'm not saying they exist, but investors should always be aware of the potential risks.

Those, in my opinion, will be buying opportunities.

And I will be the first to say here: "I think this is nothing worth mentioning." The story of artificial intelligence continues and is achieving remarkable success. As I said, not in the literal sense.

Now, Lisa Su mentioned in the latest earnings report, regarding AI in data centers, that the number and scale of MI250 series deployments are positioning the company for significant growth in the second half of the year , which is exactly what we're focusing on in this video as growth accelerates into 2027.

Perhaps I should make a video expressing my excitement for stocks in 2027, and I'm sure I'll talk about Nvidia, AMD, and maybe my third stock.

For server CPUs, with very strong customer demand and improved supply, we now expect server revenue to grow by more than 80% year-over-year in the second half of 2026. Then give us some numbers for 2027, but we're not here for 2027. We're here for 2026.

Okay. Now, the second text we have from AMD is about the same event. Lisa Su says: "The Helios system is now in production, with initial shipments starting later this quarter , ramping up through the fourth quarter and into 2027 to meet very strong customer demand."

So, based on everything we've just discussed, AMD has assured us that we should be really excited about the second half of this year.