AMD

"And this is despite AMD moving down [22s] significantly here today. AMD $80,000 [25s] plus dollar move."

"The good news for [751s] AMD is we still got some shock and a [752s] quarters coming. And the good news is [754s] AMD's benefited the least of all these [757s] companies. So, we're still got a great [760s] runway for AMD, thank goodness."

"That's why AMD has been one of [1155s] the hottest stocks in the stock market."

"own AMD heavy and then also own [1216s] Meta, Amazon and Google and you're [1218s] covered all around because basically [1220s] whichever way this plays out and today [1221s] is a great example. AMD sells off like [1224s] look at yesterday. Yesterday AMD had a [1226s] banger day right in the market."

"Well, that mean [1184s] chips's wrong, right? That means AMD [1186s] continues to fly. Next thing you know, [1187s] AMD is $1,000, right?"

"Meta, AMD goes [1259s] lower, we're still going higher."

"One, we got huge change for Meta Stock [121s] and we're going to talk about what that [122s] means for AMD, for Micron, for Nvidia [126s] moving forward, as well as other big [127s] tech companies that they might be [129s] potentially competing with."

"AMD, [733s] listen, this puts a big dent in all the [736s] chip stocks armor."

"today. AMD, [1237s] no bueno, [1239s] Meta flying, Google flying, Amazon [1241s] flying, public count, new all-time highs [1244s] today, right?"

"They make GPUs for Nvidia and for AMD."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"Oh, and of course AMD's back partying, right?"

"I think with AMD, I'd like to see it much lower."

"major companies like Nvidia, Microsoft, Oracle, Amazon, and AMD are actively pumping up their revenues using circular financing."

"Microsoft, Amazon, Oracle, and AMD are running the exact same cloud credit loops to pump their own ecosystems."

"Look at AMD. AMD rolling here today. $57,000 plus move in the public account here today. Congratulations all AMD shareholders. I said in the video last I think I recorded a video uh you know Friday right I said watch out man everybody's saying the death of AMD the death of Micron I'm like those death has been greatly exaggerated those stocks could hit you with a 30 plus% move next week right it's unbelievable the way those stocks can bounce"

"Then we have AMD, a Google Rocket Lab, a nice cash position of 7.73%."

"Like, you know, anybody thinks the run AMD is over. Like, AMD 6 months from now could be a thousand. You know, like, you know, it doesn't mean for sure it's going to happen. But I'm just like, you got to understand when these semiconductor stocks pull back for a couple days, that does not mean the run's over. Not until we get a fundamental negative change in the business model."

"Looking at AMD stock, down $50 a share right now, down 9.5%."

"For anybody that thinks, okay, the running Micron's over, the running AMD is over because they've had two big down days, watch out. Those stocks could could hit you with a 30% upside move next week. So like, just because those stocks went down two straight days doesn't mean, oh, the run's over. That's it. They they've peaked. No. When you have fundamental changes going on with those business models with AMD, it's GPU demand going insane along with CPU demand going insane for the next several yea"

"manufacture externally modulated lasers or EMLs and ultra high power pump lasers that integrate into the optical transceivers running between racks of NVIDIA and AMD chips."

"Nvidia, AMD, Microsoft, Google, and Meta. They all use Astera silicon. And of course, Astera holds a board seat on open uink standard with the hyperscalers built specifically so they could avoid being trapped by Nvidia's standards."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"We can see an AMD down 4%, Intel as well, SanDisk is down 5.5, Qualcomm 4, AET 6.5, Broadcom down 14.7%"

"You might not be able to get somebody to even think about buying AMD or Micron a year from now or two years from now, 3 years from now. They be like, you couldn't sell me that stock. I want nothing to do with that. Right?"

"If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life."

"AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"Same exact comments I got last year when I spoke about AMD. Who's laughing now? Oh, AMD suddenly the hottest stock in the market. Oh, people can't wait to talk about AMD now at 500. That's funny because when it was 100 something people made fun of it advanced money decimator advanced money destroyer you I mean the amount of comments oh don't talk about AMD"

"So like let's say in AMD, what does AMD have to do next quarter to continue this roll higher?"

"AMD, it refuses to stop. Another another one, another all-time high. Congratulations every single AMD investor out there. It refuses to stop."

"I want to give you an updated thought on AMD stock, Palunteer stock, Meta, SoFi, L fell off the shelf, all these stocks, okay?"

"Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly."

"I'll maybe start by sharing my opinion on well what I'm doing personally with well AMD,"

"maybe with AMD"

"AMD up 244%"

"But that's why you're seeing an Intel down, a Qualcomm down, an AMD that was down a little bit."

"or Micron or AMD etc etc etc."

"I mean, I can explain to you why Intel is down, why AMD was down a little bit more beforehand because, well, as you can see, Nvidia is up 6.2%."

"Companies like Qualcomm, Apple, ARM, AMD, and even Intel have been dominating different corners of the edge computing market for decades."

"AMD was advanced money destroyer for years. literally years we were calling it that, you know, playfully of course. Um, and then now all of a sudden, you know, it's advanced money, you know, whatever. I don't know."

"We've seen it with Nvidia and AMD"

"because companies like Dell, Micron, AMD, uh SanDisk and those types of companies are seeing their earnings explode because there are bottlenecks and the hyperscalers are just spending so much money to build out data centers and the AI infrastructure."

"AMD, and Tesla."

"AMD, Micron, when do you sell these [3s] stocks?"

"As far as me [137s] personally with AMD, when do I see [139s] profit cycle peaking? No time soon."

"Let me know in [169s] the comments section how much money [171s] you've made on AMD or Micron."

"We got a lot of [35s] private group members that are up a [36s] million dollars plus on AMD stock, [38s] right? I'm fortunate to be up several [40s] million dollars now at this point in [42s] time on AMD stock."

"Let's say [102s] you think AMD profit cycle is going to [105s] peak in 2027, right? Then you should be [107s] selling AMD stock right now."

"If you had to pick one stock right now, AMD or Nvidia, which one would you choose? Nvidia has given investors a 1546% return over the past 5 years. AMD has given investors 121% return in just the last 3 months."

"First off, with products, AMD's biggest advantage is simple. You get more for your money. Their chips deliver similar performance to Nvidia at a lower price."

"AMD's platform is called RockMe. It's improving, but unlike CUDA, AMD's technology is open- source, meaning it works across a wider range of hardware and attracts a lot of developers who want flexibility."

"AMD is also far more diversified. Data center GPUs, server, CPUs, gaming chips, and embedded processors. Nvidia is heavily concentrated in AI data center hardware. So if one of AMD's more diversified product lines starts to explode, they can really drive that revenue while Nvidia is not getting that."

"AMD is winning real business in the inter in inference market when AI actually runs and does the work and that market is growing fast."

"So both companies have real strengths. So the bold case on AMD, it's very simple. We're in the early innings of the biggest technology buildout in human history. and AMD has positioned itself right in the middle of it with both CPUs and GPUs, two products that are both critical to AI infrastructure. Here is what's already happening. AMD's data center revenue grew 57% in just one quarter. Their free cash flow hit 8.57 billion on the trailing 12 months, more than triple what it was in 2024. And th"

"For AMD, we have negative 15% returns, positive 12.35% returns, and a negative return for the middle one. Nvidia wins all the way around. So, even though AMD has a bigger growth potential based on my assumptions, Nvidia is the better buy. But I'm not buying this. There's no gun to my head saying you have to pick one of these."

"Now, the bare case in AMD, in some ways, it's very simple. This stock is trading at 150 times earnings. That means everything has to go right. Not mostly right. It has to go 100% correct, if not better. And history tells us that AMD is one of the most volatile stocks in the market."

"And here's what makes AMD's position even more precarious than people realize. AMD needs everything to go right at the same time. The MI450 has to ship on time. The big customer deployments with Meta and OpenAI have to perform and the overall AI spending environment has to stay strong. That's a lot of things that all have to line up perfectly for a stock trading at 150 times earnings."

"Guys, this is a great lesson in realizing that people will overpay for growth. AMD is now the big growth story, not Nvidia."

"So, guys, the first is AMD. $743 billion market cap, $745 billion enterprise value. That means only $3 billion in essentially net debt. And they generated $8.5 billion last year in free cash flow."

"Micron was up another 21% just the other [1145s] day. AMD up another 8%."

"So, if we're making the argument that Nvidia and Micron and AMD are making these great chips and they're going to start kind of like div, what about this kind of stuff?"

"And so, listen guys, I saw AMD hit 500 on the day and I struggled, man."

"They'll also take [42s] around 56% of profit from AMD because [45s] AMD is now $53 per share."

"the usual suspects. AMD [110s] was up 7.7. We have a Micron that's up [113s] close to 20% today."

"Then we have AMD 109%."

"kind of like how people were comparing AMD to Nvidia up like 10 or 11 months ago"

"Nobody wanted, you know, AMD, Micron."

"What else coach got for you? AMD. This has been an absolute banger. We got this at $52. I first discovered this. It was $4. This is my number one penny stock. I'll never look down on nobody that takes the penny stock route. Okay? My whole thing is for you to do your proper due diligence though, so that you understand what you're investing in. AMD used to be $2. I discovered it when it was $4, but didn't get into it until it was $46. Okay? And then from 46 or say 52, it is now $467. Okay? Again, "

"Well, one AMD gives you close to $5 billion in net income. So almost $10 billion in net income for two AMDs."

"Number three is now AMD. AMD is at $467. That's now 9.61% of the portfolio."

"of course, selling covered calls right now for the high-flying names like a Nebus Rocket Lab, AMD, even a Micron, things like that, it's highly profitable, very, very profitable at the moment."

"Do I plan on adding? No. Could I potentially take some more profits if they continue to move upwards? Very, very likely, just to increase the cash position. And then we'll see. Then we'll see if we do see a small correction, let's say, in the back half of the year."

"For example, Invidia maybe is more attractive to them or AMD or something that's betting on AI."

"AMD is incredibly strong, ladies and gentlemen. Listen, this stock was down after hours yesterday. It was down almost the entire trading day and then somehow finished out green here today. AMD"

"AMD AMD massive move here today. Up $85,000 on AMD today in the public account. now sitting on $858,000 of gains over a 300% move in AMD."

"Okay, but it's gonna keep going on. Evercore ISI raised the firm's price target on AMD to $579 from $358 and keeps an outperform rating on the shares after a round of Q1 AI channel checks."

"But if you want a beast chip that maybe is not as beast, but it's pretty darn close, and it's going to give you a way better ROI, there's AMD for you, baby. And so, this is why this is one of many reasons why AMD has a fundamental change going on in its business model for the next several years."

"Yeah, I would agree, especially with what we saw with AMD and Intel's CPU ramp, obviously."

"I mean look at just the performance of ARM into the Nvidia print. Look at the performance of AMD into the Nvidia print."

"Whether it's AM Core, whether it's ARM, whether it's AMD, Intel, CPU, you know, Jensen's been talking about CPU since GTC in January."

"we've been hearing a lot more from Intel, from ARM, from AMD about CPUs."

"Still, I figured it was worth mentioning [997s] since it's also disclosed in the S1."

"In regards to understand AMD is getting all the shine right now. Well, that's because Nvidia got the shine the previous four years or three years or so in regards to runup. So, uh you knew at some point in time the other big player there AMD was going to get itself a nice move as well."

"For example, my individual investments in stocks like AMD, Nvidia, Google, and Microsoft over a decade ago have had three to 10 to sometimes a hundred times better returns than the total market index fund."

"AMD AMD's [24s] gone dormant the past week or so, right? [26s] It's kind of in like uh you ever had a [28s] hangover? It's kind of in that mode [30s] where it's like a lost day. But this [31s] stock has kind of been dormant for the [33s] past, we can call it a little over a [34s] week now at this point in time. A lot of [36s] people want to know where the stock is [38s] headed next."

"Number [57s] two, we're going to talk about AMD. Is [59s] it preparing for its next big run or are [61s] we going to be sleepy on this baby for a [62s] while? I'll speak about that."

"Whether we [250s] go back to Nvidia from a couple years [251s] ago, whether we go to AMD recently and [253s] Micron recently and SanDisk and some of [255s] the memory chip plays, right? People are [257s] like, uh, I don'250s] whether we [250s] go back to Nvidia from a couple years [251s] ago, whether we go to AMD recently and [253s] Micron recently and SanDisk and some of [255s] the memory chip plays, right? People are [257s] like, uh, I don't know."

"So, [819s] listen. Regarding AMD, [822s] if you look at the forward P of the [823s] stock, it looks expensive, right? 63 [826s] forward P on the stock."

"AMD is my biggest [876s] possession in the public account."

"If Nvidia rolls, [989s] by the way, I like that price on Nvidia. [991s] If it was I would be I'd be tempted to [992s] buy the stock if it's $222. [995s] It's $222.32, [997s] right? Listen, if Nvidia rolls this [999s] week, you're going to see AMD go 500 [1001s] plus fast."

"If Nvidia falters, stock [1065s] falls a bit, AMD could chill a little [1067s] bit more, maybe go down to 400 or [1069s] something like that."

"Okay, next one up here, [1108s] Micron. So Micron's an interesting one. [1110s] Uh, different dynamic than AMD and [1112s] Nvidia, right?"

"To give you some reference [1264s] on this, Nvidia, which has the most insane [1271s] margins ever and they have there's [1273s] nowhere else you can go to get chips of [1276s] Nvidia's caliber, right? AMD is pretty [1278s] darn close now at this point in time, [1279s] but there's still there's nowhere else [1280s] you can go."

"Moving on to AMD, not much [1101s] activity there."

"Get into something like Google. Get into something like AMD. Get into something like APOD."

"Then we have AMD"

"12 shares of AMD that's 9.6% 6% trim"

"Or how about a stock like AMD right now that's all the rage and everybody's wondering, should I buy it or not? Well, I mean, you had years to buy it under $100."

"All the, you know, AMD, Advanced Money Destroyer, right?"

"That is what you have to have. Obviously, if you're seeing earnings go flat or move in the other direction, I'm not talking about just for a quarter because that can happen for a quarter or two. uh but we're talking about for you know extended period of time that's a problem but if you see it moving in the right direction and accelerating more importantly yeah man right there is wherever you have the perfect setup when those four things all align to have the next you know AMD that pops off the n"

"We have new AMD [5s] locals earnings report that we have to [6s] go over."

"AMD is doing extremely well year to [103s] date."

"For me if I were to buy any of these big [378s] names the the Micron's the AMD even [380s] Nevius [381s] I would need to see this come down [383s] significantly."

"I'm not saying that [419s] Micron or AMD or all of these names [420s] cannot continue to go up."

"because I do own already Micron AMD [452s] Nevius and these types of names."

"When we started buying [568s] AMD,"

"a big competitor for uh chips against AMD and um AMD and Nvidia once again."

"They're still using them, but they're so expensive that they want to to to create an alternative."

"I've taken profits from Google, from Rocket Lab, from Micron, from AMD."

"But then, yeah, if you look at names like Broadcom down 2.1, AMD 2.2, Intel down 6.8, eight Qualcomm 11% SanDisk is down Micron is down"

"AMD, same thing, 9.6%."

"Same with AMD."

"I bought AMD at $1.73 back in 2015"

"From top to bottom, the order is Micron leads at 41.5%, SanDisk is next at 34.2%, ASML follows at 29.7%, Seagate comes in 21.6%, and AMD lands last at 13.4%."

"Micron leads at 194.1%, SanDisk is right behind at 162.9%. AMD follows 41.6%."

"Micron leads at .27, SanDisk .61, ASML follows 1.39, Seagate comes in 2.42, and AMD is last at 3.89."

"This doesn't mean ASML or AMD are bad companies. It just means that in this specific fight for the best-in-class infrastructure play, they aren't the primary beneficiaries of the current bottleneck."

"AMD is a bet on future market share that carries a much higher valuation."

"I've got five heavy hitters in the ring today, Micron, AMD, SanDisk, ASML, and Seagate."

"Then we have AMD, the massive challenger in the accelerator and CPU space that's trying to bridge the gap in Agentech AI."

"Top to bottom it goes, Seagate leads at 50.3%, ASML is next 40.1%, SanDisk follows at 34.4%, Micron comes in at 14% and AMD is last at 13.1%."

"The order is SanDisk leads at 33.8%, ASML is next 26.6%, AMD follows at 22.9% and Seagate comes in 21.9% and Micron is last at 17.7%."

"The order is: SanDisk leads at 5.9%. AMD is next at 6%, ASML follows at 13%, Micron comes in at 14.9%, and Seagate is last at 381.6%."

"For example, all the momentum is in AMD. All the momentum is in Nvidia. All the momentum is in Tesla, okay?"

"Buy all dips, okay? On the strong stocks, MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"

"Did you make money with AMD? We're going to go over all of it today, okay?"

"If you miss AMD, if you miss MU, if you miss Google, I don't want you to worry, okay? You still got this down for me, okay?"

"You have more room to run in AMD, okay? You have meaning AMD is going to the 600 level, okay?"

"Back to AMD, okay, 6 65 is the target we're shooting for on that one, okay?"

"Two plays with room to run, write this down for me. AMD, room to run."

"The momentum is in AMD, the momentum is in uh Intel, the momentum is in Nvidia, the momentum is in Micron, or the momentum is in our money team play, Circle, Bloom Energy, this type of stuff we in over there"

"Another $30,000 move here today on AMD stock. Congratulations to any AMD investors watching this video right now. What a run."

"Everybody's talking about AMD, Micron, SanDisk, all these stocks that have run crazy, right?"

"Okay, but Micron and AMD, these stocks were so insanely hated just a year ago at this time."

"And if I ever brought up AMD, which was a lot last year, people always made fun of it, right?"

"If you look at AMD stock, right, it looks like it's the greatest stock market ever. Stocks up 320% just in the past year."

"If you're going to sell your AMD, your Nvidia, your TSM, your Micron, whatever, right?"

"AMD, Micron, these companies have the earnings like their earnings are incredible and they're they're booming, right?"

"Next up here, let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD, Sandex, Micron, Intel, right?"

"AMD is the 18th biggest at 764 billion."

"Micron AMD, by the way, ladies and gentlemen, how could I forget to say this?"

"Nvidia, AMD, Micron, TSM, those stocks are holding the whole show up right now, right?"

"And I'm a huge AMD shareholder and I wish AMD's, you know, could just balloon their earnings for the rest of eternity. But we know that's not reality, right?"

"Like I said, AMD was made fun of every time I would speak of it."

"So when people made fun of AMD, it's they were looking at the past and they're like, "Dude, this stock's been dead money for years. Nvidia's eating its lunch.""

"Meta Platforms recently committed to 6 GW of AMD's Instinct GPUs with 1 gawatt for fully customized MI450s built exclusively for Meta's workloads. That's roughly the size of all the AI compute on Earth combined outside of Microsoft, Amazon, and Google. And Meta just committed all of that to AMD. This is a huge win for AMD, but it comes at a huge cost that investors need to know about."

"That sounds like a 33:1 CPU toGPU ratio, [179s] which is one reason why I think stocks [181s] like AMD and Intel are running so hot [183s] right now."

"So, let me put my ego aside [285s] and cover AMD and Intel now. AMD just [288s] reported earnings last week. Revenues [291s] came in at $10.3 billion for the [293s] quarter, which is up 38% year-over-year. [296s] Data center revenue came in at $5.8 [298s] billion, which grew by a much higher [301s] 57%."

"This is a huge win for AMD, [339s] but it comes at a huge cost that [341s] investors need to know about. In order [343s] to make it happen, AMD gave Meta a [345s] warrant, the right to buy roughly 10% of [348s] the entire company at one penny per [350s] share."

"But while AMD [480s] designs CPUs, Intel actually builds [482s] them."

"They sold [612s] blueprints to Nvidia and AMD, Apple, and [616s] Qualcomm, and they collected royalties [618s] while everyone else fought the actual [620s] chip war."

"It has roughly [715s] double the performance per watt versus [718s] Intel and AMD."

"AMD $445 per share up $318%. Tremendous performance there."

"Again, with these types of names, a Rocket Lab, an AMD, a Micron."

"Intel is dead. by AMD, by [512s] Nvidia."

"I say you missed AMD. You didn't miss it. It got more room to run, okay? It's going to 600. But, say you missed AMD."

"And right now, on top of [snorts] AMD, on top of SanDisk, on top of so many other plays that is cooking, Intel is right in the mix."

"And then we have the ruler of the mall, AMD. I would be remiss if I didn't put this smack dab in your face because in terms of something that's Look at this. It is up $46 just on in one day. $46 in one day. That's 11%."

"Target for this is 600, okay? Target for this is 600, but still the same principles apply."

"I did this with AMD. This ain't the first go round with AMD. This is rinse and repeat number 10 for AMD, okay? The winners are the winners, but that don't mean they won't have their time where they consolidate and go sideways, okay?"

"AMD is one of the things that's moving, okay?"

"You tell the [122s] market, "I'm willing to buy AMD at a 15% [125s] discount from where it is today.""

"Let's talk about AMD first. AMD is a fantastic company, generally fantastic. Their chips are competitive. They're awesome. Their execution's been excellent. Their data center business is growing leaps and bounds. The story is phenomenal. But their stock has run up so far and so fast that the price of the stock now is pricing in years of years of perfect execution. It is pricing in a future where everything goes right."

"AMD and Qualcomm are both sitting at a PEG of 0.57"

"AMD up 8"

"I own Micron. I own AMD. I own Nvidia. I own Qual Reef."

"I own Micron, I own AMD, I own Core Weave and Nebius."

"Heck, and just this past year, AMD for under $100 per share and it seems like it's been that way forever because my group's been buying that stock forever underneath those prices. And look at the run you just got that's just now getting started."

"We had AMD, Google, and Nvidia, okay?"

"If everybody has piled into AMD and took that off, Nvidia is next. Lateral to Intel already being next and now, okay?"

"That's another $66 when it was already up massively when it was at 330, okay? Now it's done jumped up another $100. It hit 430 today and it came back down, closed here, okay?"

"that's three plays for you guys, AMD, Google, and Nvidia."

"And to be quite honest, all of [29s] those gains were AMD. AMD in the public [32s] count today was up $168,000."

"AMD is now the fourth [52s] best current position in the public [55s] count in terms of percentage."

"I [92s] up a lot on AMD. If you add up all my [94s] shares in my portfolios, it was a huge [96s] number, but I can tell you it wasn't [98s] $1.6 million."

"First one is AMD, [132s] where's the stock headed next, okay?"

"We have certain stocks that are in [506s] euphoria right now because their [509s] business is absolutely booming. AMD [511s] could be one of those, right?"

"They now say buy AMD [686s] stock."

"Advanced Micro Devices raised to buy [768s] from neutral by Seaport Global. So, they [771s] just raised to $430."

"Barclays, what Barclays [934s] do here? They Advanced Micro Devices [936s] maintained at overweight by Barclays. [938s] They put a $500 price target on the [941s] stock [942s] from 300."

"So, there it is, ladies [1063s] and gentlemen. That is the chase. They [1065s] are chasing and they are chasing and [1066s] they are chasing. And all those fours [1068s] you just saw, [1070s] this stock keeps momentum, will be in [1072s] the fives in a couple weeks from now"

"I'll [1273s] share the most bullish perspective with [1275s] you in regards to AMD in just a moment"

"Okay, [590s] let's get into AMD."

"Advanced Micro [801s] Devices maintained at a buy by DA [803s] Davidson. 425 price target. They took it [807s] from to 425 from 375."

"Advanced Micro Devices maintained at a [860s] buy by [862s] Rosenblatt. They took their price target [864s] to $490 [866s] from 300."

"Advanced Micro Devices [1008s] price target raised to $525 from 265 by [1012s] Bernstein."

"And [1089s] then we'll get into my new projections [1090s] for AMD."

"So, my bull case [1175s] for AMD [1176s] now has 45% [1179s] revenue growth on average 27 through [1181s] 2030, okay?"

"So, [1398s] AMD could run to $1,000 or even $1,500 [1402s] in the next year or two, right?"

"Advanced Micro [732s] Devices is maintained at [734s] a buy by Stifel. So, they raised their [737s] price target to $450 [741s] from $320, [743s] right?"

"Advanced Micro [824s] Devices maintained at outperform by [826s] Wedbush. They raised their price target [828s] to 450 from 400."

"Advanced Micro Devices maintained at [878s] overweight, right? By [881s] KeyBank. They believe the stock's going [883s] to do better than the market. They [884s] raised their price target from 330 to [886s] $530."

"he was I [1035s] believe the second to last person to ask [1037s] a question. His just tonality and just [1040s] the way he asked it was just so [1041s] negative. It just seems like he just [1045s] doesn't want AMD to succeed. That's way [1047s] he comes across."

"Look at AMD. It seems like AMD was 200 [1137s] just [1138s] I mean, shoot, a month ago or so, and [1140s] now AMD's like double that."

"So, AMD in the 400s is still a steal [1348s] deal if this scenario plays out, which I [1351s] have a lot of conviction based upon Lisa [1353s] Su's projections now."

"So, in terms of AMD's revenue growth, [1476s] like they're going to have revenue [1476s] growth basically [1479s] almost guaranteed for the next 4 to 5 [1481s] years."

"Because AMD produced about $17 [766s] billion in the trailing 12 months. They [769s] are reporting earnings after the close [770s] today, so this number is probably going [772s] to increase once again."

"Now, a play that has potential along the same lines as AMD is this particular new company that I had a pleasure of interviewing a CEO, and it's called Rose."

"AMD, they were my group was buying that at under $100 per share for it seemed like forever."

"AMD is another one, okay? I've been pounding the table on a few of these"

"The AMD one gives OpenAI the option to buy up to 10% of AMD's entire company at 1 cent per share if OpenAI can hit certain deployment milestones."

"AMD, Broadcom all took hits"

"AMD. Say it with me. AMD. Look at that one. Running big again here today. Up 4% plus up $35,000. AMD continues to show strength. And AMD will continue to show strength."

"Nvidia, AMD, Micron, those sorts of companies are benefiting massively from all this."

"I'm much more confident in Nvidia, AMD, Micron, those sorts of stocks, right?"

"You have to own either Nvidia or you have to own AMD or you have to own Micron."

"if they were selling their chips to third parties like what AMD and Nvidia do, then they would actually have a $50 billion chips business right now."

"it's actually larger than AMD's entire business right now."

"AMD took a little breather here today. Nice little pullback on AMD. Um up $575,000 on the stock in the public account. It's been an absolute ripper rally here recently in regards to AMD, okay?"

"AMD's up 274%."

"AMD stock, let's talk AMD. What's going on here? How much bigger this run could be on that we're on in regards to AMD."

"Everybody say it with me. AMD AMD closes over $300 a share. 303 close here today. Look at that move in the public count, ladies and gentlemen. $48,000 up on AMD stock. Incredible move. Now up $490,000 on AMD stock in the public account. Congratulations to every single person watching this video right now that is uh making fortunes of money on AMD stock. This one is hot and I mean redhot."

"AMD is now fourth biggest percentage gainer in the public count 171%."

"I'll talk about when I'll consider selling AMD stock in this video."

"The AMD chat was popping today. Oh my gosh, look at this. 140 new messages just since 9:36 a.m. It was a busy day in the AMD chat. So, if you're an AMD shareholder or just somebody that wants to take your investing knowledge up to way higher levels, you want to take this much more serious, then you can apply to join the private group."

"Okay, ladies and gentlemen, let's talk AMD. Okay, so this stock is now at a new all-time high. It's moved 252% just in the past year. An extraordinary move, right? The stock's never been here. This is the first time ever in history it's been here, right? And so we're at a new territory for AMD now at this point in time."

"If AMD stock goes to 325 and you're bullish on AMD for the next 12 months, you're going to have to come out with a 375 or a 425 price target."

"So, if you're a bullish analyst and your price targets 290 on AMD, you don't look bullish anymore. Now you look like a bear, right? So, if you want to still claim that you're an AMD bull and you're an analyst, you better get your price target up and you better do it in the next few weeks or you're going to look kind of foolish, right?"

"Look at Stiffel here today. Stifl just raised its AMD price target by 14%."

"And that's where your advantage really comes in for being a retail investor, a mom and pop investor. You can get way ahead of this stuff. If you did research on AMD a year ago when the stock was, you know, before this 252% move, you would have known all this."

"And ultimately the stock ended up running to over $200 before it was all said and done, right? So understand great companies when they go on a run, they go on a run. It's not like, oh, it's a double, that's it. Like if you really got a fundamental change in your business model, which is what AMD has, right?"

"So right now, the way to look at a stock like AMD is a freight train, right? You're on this freight train for the ride and so you want to try to stay on this ride as long as possible."

"If AMD stock runs to 350 after earnings, you're going to have to after earnings come out with a 450 price target, a 425 price target, maybe even 475. If you're really bullish on the stock, you're going to have to come out with a 500, a five handle on the stock, right? And those are numbers we've never even considered in regards to AMD stock recently."

"Absolutely nothing. All of us that are on the up and up on AMD, we've known about this for how long? The relationship with Meta, the relationship with Open AI, the relationship with all the customers in general, the 450 series, the Helio. I mean, dude, this is nothing new."

"Now, we got to get into when's the right time to cash shares on AMD stock, right?"

"like AMD just closed at $33 like this is like oh my gosh my portfolio is actually blah blah blah price right no"

"And AMD has a fundamental change going on with the AI chips, right? And also the CPU chips are are very needed as well. So there's multiple multiple fundamental changes going on with AMD right now."

"What is the emergency to get out of AMD? You know, if you made thousands, tens of thousands, hundreds of thousand dollars, millions of dollars in AMD, what's the rush to get out?"

"Which means every [486s] other AI chipmaker, think Broadcom, AMD, [489s] every custom ASIC builder, they're going [491s] to need a second source."

"Apple, Nvidia, AMD, Qualcomm, Meditech."

"Apple, Nvidia, AMD, Qualcomm, MediaTek. The company has significant customer concentration, meaning a small number of giant firms account for a large portion of sales."

"Now, to put [692s] this in perspective, AMD's data center [694s] business, its data center revenue, is [696s] about 17 billion dollars. This means [699s] that Amazon's chips business is now [702s] larger than AMD's data center business, [705s] its data center revenue."

"419s] those AI chips the same way that Nvidia [423s] and Broadcom and AMD are."

"988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."

"1347s] by AMD's performance, Nvidia's [1350s] dominance."

"those AI chips the same way that Nvidia [425s] and Broadcom and AMD are."

"how this Iran war directly impacts Nvidia, AMD, and every other AI company on Earth"

"fabs for Nvidia and AMD, Apple and Google, Tesla"

"All of the GPUs and CPUs for companies like Nvidia, AMD, and Qualcomm are made by TSMC"

"These two companies are major suppliers of high bandwidth memory for Nvidia's Hopper, Blackwell, and Rubin GPUs. Samsung also supplies some of the HBM chips for AMD's Instinct MI350s and over half of the HBM that goes into Google's TPUs through Broadcom. So, if the war drags on, companies like Nvidia, AMD, and Google could start seeing supply chain issues for their memory chips."

"Micron makes high-bandwidth memory for AMD's Instinct MI350s"