“The Next Massive Phase of AI Has Begun (NVDA, AMD, and PLTR Holders Get Ready)”
Speaker is bearish/neutral on buying AMD now; cites poor returns on capital and high valuation dependent on future growth, stating he likely won't buy unless revenue estimates are wrong.
If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.
Well, the latter is AMD, also known to this channel's followers as " AMD Nuts". This is interesting because AMD seems to be the weakest link or the exception. It is not a media-hyped stock like Palantir, nor is it a king like Nvidia.
It's the alternative. So, let's see if that actually makes it a better buy.