AMD 全部观点

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?

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.

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

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

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

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.

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.

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.

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.

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.

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.

The biggest thing in regards to these numbers for AMD is you just couldn't hear anything like, "Oh, everybody's going to stop spending." If everybody's going to stop spending like Meta and Google and Amazon and all those companies, okay, we're screwed, right? But that's not the situation. They're spending, you know, every dollar

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.

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.

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.

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?