AMD's recent rally is excessive; the Agentic AI CPU thesis is overdone.
Bearish
“buy this.”
Meet KevinPublished Sep 29 · 1 passage
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I think AMD's run a little bit too much and CPU play is a little overdone with Agentic AI,
What this channel has said about $AMD
Meet Kevin has 9 calls on this stock; only the adjacent ones are shown.
2026-09-29BearishThis one
I think AMD's run a little bit too much and CPU play is a little overdone with Agentic AI,
2026-09-28Bearish
AMD close 3.6 on the downside today. That's not bad, but it's uh it's definitely started coming down a little bit.
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