AMD 全部观点

Specifically, I am a big fan of AMD here. I think they are doing amazing things to catch up and establish a second position, which could be very profitable.

Yes, Andy, as you know , we've seen Nvidia, based on futures valuation, look cheap compared to many of the competitors you mentioned, such as AMD and Intel, even at this point.

Wall Street is now screaming that this stock could be much bigger than both of them. The company they are talking about just recorded a 50% increase in revenue. Its business in artificial intelligence has doubled in size, and the three biggest names in the field – OpenAI, Meta, and Anthropic – are now building their entire future around it.

The stock has already risen by more than 120% this year.

and then AMD, the world's twentieth largest market cap, right?

Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right?

And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right?

And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.

Actually, I can show you an example where I think I'm missing something. So, I'll go to AMD. For example, AMD, look, I think the next strategy that we're going to cover is leaps and here's a leap option that I'm going to discuss.

But, I'll show you why you're going to feel FOMO when you have a stock like AMD that goes up a lot in a wheel strategy. For example, if the stock goes in-the- money on a covered call, like AMD, I have a 200 call here and obviously the stock goes up above 500.

You're going to feel FOMO. This is an extreme example of FOMO.

I am preparing to invest nearly $40,000 into one stock. And it's a company I believe could be one of the biggest beneficiaries of the AI boom over the next several years.

For this company though, revenue is exploding. Its data center business, and that's going to give you a clue right there, just grew more than 100%. Its AI opportunity continues getting even bigger. And the company is not Nvidia.

AMD, another huge, huge mover uh earlier this year from around 203 up to the sell signal around 467. What was that? Like 250%? Something crazy like that? 150% I don't know. Too many Too many big numbers in my itty-bitty baby brain.

But it's been drifting sideways. It's gone literally nowhere since that sell signal in May. Literally nowhere.

And AMD climbed into the top 10 as the ninth most widely held stock on the platform.

in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

AMD is up 200% in a year and still chasing. Over the last year, boom. All the way down at 151. We are now at 480 a share. It's coming down, though. Look at this. Down 17% off the highs.

We'll talk about what this means for AMD moving forward and what this means for the market in general moving forward, okay?

Let's talk about what this means for AMD.

Now, what does it mean for the um the market, right? And and what does it mean for AMD? Well, first off, What does it mean for AMD? AMD, Ooh, it's hard to do. Uh it's a neutral to slight positive.

How many more CPUs you need per GPU which ARM Intel AMD have all gapped up over the past couple months.

It could be SpaceX. Yeah, definitely could be an like exclusive to Nvidia as well. That's the important part. There's there's very big names but they buy from AMD. they buy from in like they either have their own custom TPUs.

Oh, speaking of AMD, didn't it like did AMD have earnings? I saw AMD. No, they had earnings a while ago. Again, another stock that's been drifting sideways. A really, really frustrating stock to be in, especially if you're trying to trade it, right?

And here's the deal. You don't have to trade these all the time at all. There's all kinds of opportunities in the market. And looking at AMD, I have to go back past three months.

I have to go to the six-month view to see the sell signal since May 22nd. It's gone nowhere. Literally nowhere. But you know what has gone somewhere, Joe? How greedy the stock has been. And people are now fearful on AMD stock.

AMD is trying to push green.

Uh, what are they talking about with AMD over here right now AMD is up about four today. Uh, this was one of the lines we talked about in our alpha report this morning.

one of the shorter term bounces we were looking for was AMD off of this 452 line. 452 is, uh, you know, one of my purple lines. So it's it's near highest uh next to the highest uh the orange line in terms of strength and stability and how how frequently we bounce there. So pretty good bounce here uh on AMD.

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.

And then Nvidia and AMD, well, they provide compute.

Let's begin with AMD, the most obvious. At first glance, you might think, well, wouldn't good Nvidia earnings be bad for AMD? Not necessarily. If Nvidia says AI accelerator demand remains enormous, hyperscalers continue increasing their spending, well, customers can't get enough compute, that's evidence that AMD is competing inside an enormous and expanding market.

Remember my AMD thesis in a few videos back. AMD doesn't have to beat Nvidia. They They even have to catch Nvidia. If the AI accelerator market becomes large enough, AMD simply needs to capture a meaningful percentage of it.

So, strong Nvidia demand can actually reinforce my AMD thesis. The danger would be if Jensen starts talking about weakening accelerator demand because then investors aren't debating market share anymore.

They're debating whether the entire market is slowing. That's much worse for AMD.

Seeing this down 6.6% AMD [clears throat] down over 7%. We might talk about AMD at some point in this video here today, okay?

This one likely has one epic end of the year run, okay? I think a lot of people assume AMD's done for the year. It's gone into hibernation. Watch out. Watch out. Where is AMD going in the next two to four weeks?

Your guess is as as mine. I don't know. Maybe it goes down to 400. I don't know, maybe it goes to 500. Maybe it stays around here 450. I don't know where it goes in the next couple weeks here, but I think it has an epic end of year run, okay?

Right now, I'm a huge AMD shareholder. We all know that, right? I you know if I have to root for Nvidia or if I have to root against Nvidia I root for Nvidia absolutely and the reason being is you got to understand AMD's next quarter you know expectations are around $13 billion of revenue right I think they'll easily do 14 or more but the moral of the story is it's very small number in Nvidia's next quarter they're expected to do hundred billion plus right so AMD is really running its own race it's not like um you know if AMD was doing $50 billion of revenue right now or 60 billion then we can say oo this is a much closer fight but AMD can grow substantially without really impacting Nvidia at the moment 2 or 3 years from now that's going to be a little different but for right now that's the situation because AMD is just so small compared to Nvidia

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?

Hi, I'm Jimmy. In this video, we're looking at advanced micro devices, ticker symbol AMD.

So, in this video, we're going to run through the basics of AMD's business. We're going to look at some of the numbers and then we're going to try to come up with a fair value for AMD stock to see if it's worth investing in today.