AMD

Jeremy believes AMD's new price increases will actually boost margins rather than hurt them, and sees the stock on track to become a trillion-dollar company with continued massive share price growth into 2027. He states he won't consider trimming his large position until the stock trades above $700.

The host believes AMD will have a major rally over the next several months despite recent weakness, while flagging a 2028 semiconductor slowdown as a longer-term risk. He plans to trim some shares after the next big run but keep a long-term position.

The YouTuber believes AMD's growth in server CPUs and AI infrastructure will drive earnings sharply higher, leading the stock well above $1,000 per share in the coming years. He cites multiple recent analyst upgrades as supporting evidence for continued stock appreciation.

Jeremy holds a very large AMD position and believes it is entering an unprecedented growth period, with revenue and EPS growth potentially exceeding Nvidia's for the first time since 2019. He expects continued positive catalysts and views AMD as the most exciting mega-cap stock through 2027.

AMD is the largest position in the portfolio at $1.2 million, up $919,000. The YouTuber believes AMD will go on 'another huge run' before the end of the year, though he hedges by saying they will see if it happens.

The YouTuber believes AMD is uniquely positioned to be the standout growth story in semiconductors for 2027-2028 as it steals market share from Nvidia while Nvidia's own growth rate decelerates sharply.

The host argues AMD's recent 'disappointing' earnings were actually strong beats and that guidance was sandbagged, and he remains highly bullish on accelerating revenue growth over the next several quarters. He projects a base case of $1,000-$1,200 and a bull case of $1,500-$2,000 for AMD over the next few years, and thinks there's a meaningful chance the stock hits $1,000+ within the next 12 months.

AMD is expected to do heavy lifting in driving the public portfolio from $3.5 million to $5 million over the next 18-24 months. The stock has been performing well with consistent upward moves.

AMD is up $24,000 today and now doubled in the public account. The YouTuber sees AMD as well-positioned for risk-on markets and believes it could reach $325 if the market goes risk-on.

Kevin sees AMD as a major beneficiary of the CPU boom driven by agentic AI workloads, citing strong margin expansion and revenue growth projections, though he flags the stock as short-term overbought. He derives a PEG-based target near $944 while cautioning he wouldn't add more shares at current levels.

Kevin views AMD as still relatively cheap on a PEG basis despite its huge run and approaching $1 trillion market cap, though he expects near-term momentum to rotate away from AMD and Dell toward other hardware names.

As part of his hardware super-cycle 2.0 thesis, Kevin expects AMD to perform well even though he does not currently hold a position, viewing the whole chip/hardware complex as set up to rally together.

AMD is grouped with other hardware names Kevin expects to benefit if his bullish Iran-deal scenario plays out.

The presenter is bullish on AMD as part of his preferred AI hardware names, without a specific price target.

The host is bullish on AMD long-term based on its potential to take market share from Nvidia over time, as part of the ongoing AI hardware trade.

The host sees AMD as one of the better AI hardware names if it can meaningfully compete with Nvidia, potentially multiplying several times over the next couple of years from its roughly trillion-dollar market cap.