$AMD

AMD

Advanced Micro Devices, Inc.

本窗口内的全部观点与内容

截至 09-06
09-02
Financial Education发布 2026-09-02
This Stock is the next Nvidia‼️
$AMD看跌
预计AMD股价将在2027-2028年见顶,早于2028-2029年的利润峰值。

然后是 AMD,全球市值第二十大的公司,对吧?

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

现在,AMD 和 Broadcom 的利润将在 2028 或 2029 年达到顶峰。与其他公司相比,这些公司处于早期阶段。这些是已经开始赚很多钱的公司,对吧?所以他们的利润也会很快达到最高水平。

AMD、Broadcom,这些将在 2028 或 2029 年达到顶峰,然后,你知道,这就是为什么我认为这些股票,我认为,都已经达到顶峰或将在未来六个月内达到顶峰,对吧?对于这些公司,我认为他们的股价可能会在 '27 年达到顶峰,或者如果非常高的话,在 '28 年,因为他们的股价远在利润达到顶峰之前就达到顶峰了。

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.

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09-05
PREPARE FOR TUESDAY‼️ #AMD #MU #AAPL #NVDA #MSFT #XOM #KMI #BP #BKR
$AMD看跌
AMD处于下行趋势,评级较低(3/9),目前未盈利,但未来可能改善。

AMD,哦,我的天。AMD实现了这次大幅上涨,买卖信号在3月26日捕捉到它,卖出信号在5月22日。自那以后,该股一直横盘向下。这处于下降趋势。它绝对处于下降趋势。我知道这里的人们喜欢AMD股票,但它不一定产生它在另一边产生的利润。

未来有可能吗?当然。但就目前而言,这是我们迄今为止看到的最低评级,9分中的3分。AMD,9分中的3分。

AMD, oh my god. AMD achieved this large upward move, and the buy and sell signals picked it up on March 26, and the sell signal on May 22. Since then, the stock has moved sideways downwards. This is in a downward trend. It is definitely in a downward trend. I know people love AMD stock here, but it's not necessarily generating the profits it was generating on the other side. Is that possible in the future? certainly. But for now, this is the lowest rating we've seen so far, three out of nine. AMD, three out of nine.

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09-04
Jose Najarro Stocks发布 2026-09-04
If You Are an AMD Shareholder... Nvidia Just Gave Us GREAT News!
$AMD看涨
AMD是强力买入,得益于Helios货架需求及AI合作伙伴关系;预计股价将在2-3年内超过600-700美元。

如果你是 AMD 的股东,你会想观看这个视频,因为我们将仔细审视过去几天影响 AMD 的许多事情。欢迎回到关于 AMD 的另一期节目。我想我们已经有几周没有谈论这家公司了。总的来说,我仍然对这家公司非常乐观。

我仍然相信它是这个价值数万亿美元市场中的参与者,因为 Helios 机架的增长机会最终会得到回报。而且我真心相信这是现实,你难道不这么认为吗?

If you are an AMD shareholder, you will want to watch this video as we will be taking a close look at many of the things that have affected AMD in the past few days . Welcome back to another episode here about AMD. I think we haven't talked about this company for a few weeks. Overall, I remain very optimistic about this company. I still believe it's a player in a market worth trillions of dollars because the growth opportunity for Helios shelves will indeed pay off . And I truly believe that this is the reality, don't you?

他说在等
Helios 货架需求实现情况
存在真实需求 vs. 无真实需求
持续进行中财报和合作伙伴公告
若需求实现则支持看涨论点;若需求缺失则削弱论点(高估风险)
更早的记录
Meet Kevin发布 2026-09-04
Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️
$AMD看涨
AMD今日可能值得买入,因预期会出现反弹。

我们在今早的alpha报告中也做了一个判断,今天可能是AMD和Marvell的买入机会,这两只股票自开盘以来都在上涨。

Uh we made a call on our alpha report as well this morning that today uh could be a buying opportunity on AMD and Marll and both of these are up uh from the bell.

英伟达,呃,Marvell在动。AMD在动。Q在动。

Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.

而且Marvell、AMD、英伟达,都相当绿。

and uh Marll, AMD, Nvidia, all pretty green.

AMD上涨了3%。那是我们在今早的alpha报告中提到的。

AMD's up three. That's what we shouted out in the alpha report this morning.

如果Anthropic在IPO文件中看涨S1,那么坦率地说,那会让你看涨Marvell和博通,还有AMD和英伟达,你也可以把它们加进去。

anthropic uh bullish S1 on on their IPO documents, then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.

更早的记录
Schwab Network发布 2026-09-04
Ca$htag$: NVDA "Perfectly Positioned" in AI Trade, AMD, AVGO & INTC Gain Speed
$AMD看涨
AMD正在迎头赶上,有望在市场中确立第二的位置,从而创造潜在盈利能力。

具体来说,我非常看好AMD。我认为他们正在做令人惊叹的事情来追赶并确立第二的位置,这可能非常有利可图。

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.

是的,安迪,如你所知,我们看到英伟达基于期货估值,即使在此刻,与你提到的许多竞争对手(如AMD和英特尔)相比,看起来也便宜。

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.

那么,让我问你这个问题,安迪。我认为人们不应高估那张显示AMD在需求方面略高于英伟达的图表。

So, let me ask you this, Andy. So, I think one shouldn't overestimate that graph where AMD appears slightly higher than Nvidia in terms of demand.

09-03
Everything Money发布 2026-09-03
If You Missed Nvidia or Palantir…. This is FAR BIGGER
$AMD看跌
AMD估值过高,尽管基本面强劲,但当前价格缺乏安全边际,应避免买入。

华尔街现在在大声疾呼,这只股票可能比这两者都要大得多。他们谈论的这家公司刚刚录得50%的营收增长。其人工智能业务规模已经翻倍,而该领域最大的三家公司——OpenAI、Meta和Anthropic——现在正围绕它构建自己的整个未来。该股今年已经上涨超过120%。

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.

那么,这真的是下一个万亿美元巨头,还是华尔街像往常一样,让你在最糟糕的时机支付虚高的价格?这家公司就是AMD,而目前华尔街完全爱上了这家公司。

So, is this really the next trillion-dollar behemoth, or is Wall Street setting you up to pay an inflated price at the worst possible time, as it always does? The company is AMD, and right now, Wall Street is completely in love with this company.

09-02
InvestAnswers发布 2026-09-02
Don't Trade September Until You See THESE Charts 📉🔥
$AMD看涨
AMD因处于区间底部且作为可与Nvidia相媲美的定制芯片领导者的强劲未来潜力而被看好。

AMD。我上周提到这只股票,因为我们当时就在这个位置,我说我们对第五级区间的底部持乐观态度,它确实上涨了,但随后又回落了。所以我们仍处于区间底部,我仍然乐观,尽管一周内我们没有任何进展,但事情有时就是这样。

AMD也有光明的未来。记住,当你想到AMD时,我必须把它与英伟达相提并论,因为这就是你所看到的。它就像一个迷你英伟达,在定制芯片领域是绝对的巨头,人人都想要它。

AMD . I mentioned this stock last week because we were right here, and I said we were optimistic at the bottom of the fifth-level range, and it did rise but then fell again . So we are still at the bottom of the range and I am still optimistic even though we have not achieved anything in a week , but that is how things sometimes go. AMD also has a great future. Remember, when you think of AMD, I have to put it next to Nvidia because that's what you're looking at. It's like a mini Nvidia, an absolute giant in custom chips, and everyone wants it.

Invest with Henry发布 2026-09-02
How I Make Consistent Weekly Income With the Wheel Strategy
$AMD看涨
看好AMD,因其相对于英伟达被低估且管理层强劲;通过1月5日到期、9月9日到期的200美元看涨期权执行,获利约29,900美元。

实际上,我可以给你看一个例子,我觉得我遗漏了一些东西。所以,我去看AMD。例如,AMD,你看,我认为我们接下来要讲的策略是LEAP,这里有一个我要讨论的LEAP期权。

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.

但是,我会告诉你,当你持有像AMD这样在轮动策略中大幅上涨的股票时,你为什么会感到害怕错过。例如,如果股票在备兑看涨期权中变成实值,比如AMD,我这里有一个200的看涨期权,显然股价涨到了500以上。

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