预计AMD股价将在未来几年内达到1000美元以上，基于加速的收入增长和预期的强劲未来表现，尽管近期指引令人失望。

AMD up 10,000.

It is A M D. Now, I thought it'd be important for me to talk about AMD and talk about the longer term opportunity here. And the reason being is last week, right? Earnings came out. And the report was a disappointment, right? And it is a crazy to be a disappointment because they beat on everything you can imagine including the guidance. It's just we were looking for the shock and awe quarter and we didn't get it, right?

Specifically with the guide. Like, you know, the guide came in $13 billion midpoint. Analysts were at 12.5. We were really hoping for 14 plus if not 15. Just come out with a huge number. And by the way, they're probably going to end up doing, I would say, more in that 14 to 15 billion dollar area when it's all said and done, but they didn't guide for it. Lisa Su, in my opinion, sandbagged it. And so, you know, their high end of the range was like 13.3. And so, I was just kind of like, ah.

Like, we we really wanted to see that shock and awe, a 14 billion or 15 billion dollar number, and then come in and beat that. Cuz that's what Nvidia did a few years ago. Like, they would come in with these shock and awe guides and then still beat it. And so, I was like, dang, man.

I thought it would be important to just kind of keep an eye on the prize here regarding AMD and why this stock is still headed to a thousand dollars plus, right? So, here are my projections for AMD over the next few years. Um if we look at my bull case, right? My bull case has AMD in the next few years going to a fifteen hundred to two thousand dollars stock in the next few years. So, that's significant share price growth, okay? Significant.

Now, if we look at my base case, just a fancy way of saying what I actually expect for the stock, I have the stock over the next few years going to somewhere between a thousand dollar and twelve hundred dollar range, right? So, we got significant, and I mean significant upside ahead in AMD over the next few years, and it's important we don't get lost in the quarterly results and like, oh, I you know, because at the end of the day, we're talking about like a billion dollar difference, right?

Like, we if you if the The would have been 14 billion they had posted, we would have probably been 14 to 14.5 billion, right? We'd have been talking about oh, it's a shock and awe quarter. Oh my gosh, so exciting, right? Banger. But it was about a you know, they came in at 13. No one's excited about 13. It was really 14 or 14.5 or 15 people would have gotten gone crazy for. It's a one to one and a half billion dollar difference. It's nothing you know, it's not like oh my gosh, like AMD stock is dead, you know, it's not how it works.

And so it's important we kind of keep an eye on the prize in regards to AMD. And the other thing to keep in mind here with AMD, right? I have AMD going on to a thousand plus over the next few years, but I am I'm still sticking with it. I would not be surprised if AMD goes a thousand dollars plus in the short term. In the short term meaning in the next year.

And the reason being is you're in a crazy phase for AMD of accelerating growth rates. This is what analysts are expecting for revenue growth by quarter, right? By the way, analysts are basically where Lisa Su's midpoint is. She's going to come in and smash that number, right? It's just a question of how much is she going to come in with? But they have revenue growth of 40% the next quarter, the following quarter 56%, then 73%, then 77%, and then 78%, right? So that's five more quarters of accelerating growth rates.

And like I haven't lost confidence that she's going to come in with some shock and awe's, right? She didn't come in with it this quarter, but I think in this next five quarters she's going to have a quarter or two that's going to blow knock everybody's socks off. Like what? What did AMD just post? That's a crazy number, right?

And so don't be surprised if a thousand dollars plus happens in the next year. Now, is that does that mean I'm going to place any short term bets on it? Absolutely not. I think AMD there's a decent probability. And when I say decent probability, I think there's like a 60% probability AMD goes to a thousand plus in the next 12 months. Even though my projections don't say that, right? Because my projections work work based upon like a practical stock market. But the stock market in the short-term periods is not practical.

So although I have AMD going to a thousand plus over the next several years, the stock market works differently. Like if if the the revenue guide was 14 or 15 billion, AMD today would probably be 650. Think about that for a moment. And by the end of this year, probably be over 800, right?

And so and is that practical because of a one billion or two billion dollar difference in one quarter revenue? It's not really practical, but that's how the stock market works. It works on, you know, how much you crush in the numbers, how much better things or worse that things are than we expected. So the stock market is not a practical place in the short term. It's a practical place over the long term, but that's why even though my projections have AMD going to a thousand over the next several years, don't be surprised if you see AMD at a thousand plus in the next 12 months, right?

but on the flip side, you're also going to have people worried about Nvidia, AMD, the memory stocks because it's like, "Okay, what if these companies don't up their CapEx very much?"