How Tom Nash’s view on $AMD changed

2026-08-25Bullish
“If You Missed Palantir or Nvidia. This is Far Bigger.”
AMD is the preferred investment over peers due to superior fundamentals, undervaluation at 17x sales, and high growth potential, with a 5-year bull case projecting 1,500% upside.

You have Intel and you have AMD. AMD is down 21%, ARM is down 40% and some Intel is down almost 40%. But they're all heavily up over the past year. So, they had the spike and then a massive correction. But now we're just sitting pretty.

Out of all of them, you can't go wrong neither with Intel or ARM or AMD. But particularly, I like AMD the best. And here's why. Because I always like to look for the one with the best story, the best fundamentals, and the best setup, and the most misunderstood. That is AMD in a nutshell.