$AMD
这只股票

Jose Najarro Stocks 对 $AMD 的判断变化

频道资料 →共 2 条
2026-09-04看涨
《If You Are an AMD Shareholder... Nvidia Just Gave Us GREAT News!》
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?

看原视频
2026-08-26看涨
《NVIDIA Q2 EARNINGS CALL | THE FUTURE OF AI STOCK INVESTORS!!》
AMD是强力买入标的；无论Nvidia表现如何，算力限制都将推动其Helios机架及MI400/MI500系列的增长。

每个 GPU 需要多少 CPU？ARM、英特尔和 AMD 在过去几个月里都跳空高开。

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

可能是 SpaceX。是的，绝对可能是英伟达的独家供应商。这是关键部分。有一些非常大的名字，但他们从 AMD 采购。他们要么有自己的定制 TPU。

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.

这次财报电话会议让你对 AMD 有何感受？我仍然看好。我的意思是，算力受限，对吧？算力受限。所以，你将会买到所有能买到的芯片——虽然情况并非总是如此，但我们目前正处于这样一个市场环境中：你会买下所有能获得的芯片。

How does this call make you feel about AMD? Um, I'm still good. I mean, compute constraint, right? Compute constraint. So, you're going to be able to we're it's not always like this, but we're currently in the market where um you're going to buy all the chips you can get.

看原视频40:11
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