I was wrong on Netflix, but I was right on Nvidia, AMD, Microsoft, Meta, Shopify, Palunteer twice, Google, Robin Hood, Take Two on one of the positions I didn't do well on.
Let's go over AMD as well as Palunteer because these were two of my um interesting and more successful plays.
AMD is 22% below.
AMD is a whopping 117.
So compare that to AMD at 117. Totally different businesses, but you know 26 seems a lot better. AMD at 117, we'll talk about why it's that high later on when I cover AMD.
So, the next stock is AMD's with a PE ratio of 117. Now, guys, 117 is crazy and people are saying AMD is overpriced. I strongly disagree. I think in 2026 AMD can be $500 to $600 per share.
I think it's actually really cheap. I think it's undervalued. Uh in my opinion, currently it's undervalued by 15 to 20% in the shorter term. So I wouldn't be surprised to see AMD at around $550 per share in October, November, or December of 2026.
Hey, maybe even happens later on in um this month of September.