Ticker archive
What was said about Advanced Micro Devices
This is the TubeRank file on AMD. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
AMDAdvanced Micro Devices
$623.77as of 9h ago
The record, in brief
29 calls from 5 channels are on file for AMD. None have resolved yet, so there is no hit rate to report. 11 are still pending. The record leans bullish: 29 bullish and 0 bearish.
- On file
- 29
- Hit rate
- —
- Pending
- 11
- Channels
- 5
recorded calls
nothing resolved yet
awaiting a result
29 bullish · 0 bearish
Targets against the price
Each dot is a call with a target and a video date, drawn against the recorded price. Open one for the quote and how it resolved.
- pending
- unverifiable
Left off the chart: 18 without a target or a video date and 4 with a horizon longer than a year. They remain in the list below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Financial Education16 callsStrongly BullishJeremy remains heavily long AMD, viewing it as the primary beneficiary of AI chip demand as it takes market share from Nvidia over the coming years. He believes AMD's revenue growth will soon outpace Nvidia's and has no plans to sell his shares aside from a small trim consideration at $700.
Jeremy remains heavily long AMD, viewing it as the primary beneficiary of AI chip demand as it takes market share from Nvidia over the coming years. He believes AMD's revenue growth will soon outpace Nvidia's and has no plans to sell his shares aside from a small trim consideration at $700.
Earlier theses (9)
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.
“No one's going to be able to beat AMD's revenue growth in 2027.”
“AMD is coming to take market share of Nvidia over the next several years.”
“What price am I interested in considering selling some AMD shares in the public account? 700.”
“by the time you were in 2027, AMD is probably going to be 700, $800, $900 a share.”
“this is the most exciting stock that's going to be a trillion dollar plus company in 2027.”
“we are likely going to a $1 trillion plus market cap in Q4.”
“I believe in the next three to six months AMD goes on an absolute tear.”
“That's why AMD is going way over $1,000 a share.”
“my opinion is $750 is possible on the stock before Q2. It's a it's a realistic possibility in my opinion”
“I do believe that AMD goes on another huge run before the end of the year.”
“AMD is in it own competitive position because they're going to be stealing market share from Nvidia, especially in 2027, 2028.”
“Don't be surprised if $1,000 plus happens in the next year.”
“I have the stock over the next few years going to somewhere between the $1,000 and $1,200 range.”
“My bull case has AMD in the next few years going to a $1,500 to $2,000 stock in the next few years.”
“AMD, I think, is going to do a lot of the heavy lifting to go there... I think we hit $5 million in the next 18 to 24 months outside of a m…”
Showing the 15 most recent of 16 calls. All 16 count in the record above. See all 16 calls
Meet Kevin6 callsBullishKevin notes AMD is benefiting from AI infrastructure spending flowing from hyperscalers and views AMD as part of the broader undervalued hardware trade, though he notes it's not as central to Nvidia's exclusive partnerships.
Kevin notes AMD is benefiting from AI infrastructure spending flowing from hyperscalers and views AMD as part of the broader undervalued hardware trade, though he notes it's not as central to Nvidia's exclusive partnerships.
Earlier theses (4)
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.
“that money that was raised is going to get spent on hardware and that's where we believe hardware deserves a rally”
“To me, AMD actually still has 50% up on it.”
“This would still justify about a $944 stock.”
“I'm not trying to say that AMD is overvalued uh because it's still not, it still has room to go.”
“I don't own AMD, but I think AMD will do well.”
“That would benefit the Nvidia, the Broadcoms, the AMDs, the Core Weaves, um Oracle, even though it's flat after earnings here, SpaceX, thes…”
Michael Tyler4 callsBullishThe speaker expresses general bullishness on AMD as one of the potential winners that can execute well even as the broader AI hardware trade cools, though without any specific price target.
The speaker expresses general bullishness on AMD as one of the potential winners that can execute well even as the broader AI hardware trade cools, though without any specific price target.
Earlier theses (3)
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.
“I'm actually quite bullish on AMD.”
“I'm quite bullish on AMD.”
“I'm bullish on AMD for taking market share from Nvidia over time.”
“AMD at around a trillion dollar market cap, could that double, triple, or even 4x in the next couple of years? It could.”
Jeremy Lefebvre Makes Money2 callsStrongly BullishAMD is significantly outperforming the market during the recovery, up 32% from the bottom versus S&P's 10%. The YouTuber believes AMD will continue its strong performance through spring as the market anticipates the 450 chip launch.
AMD is significantly outperforming the market during the recovery, up 32% from the bottom versus S&P's 10%. The YouTuber believes AMD will continue its strong performance through spring as the market anticipates the 450 chip launch.
Tom Nash1 callStrongly BullishTom Nash argues AMD is the most misunderstood beneficiary of the coming agentic AI and robotics wave, since rising CPU-to-GPU ratios will drive a surge in CPU demand that isn't priced in yet. He cites cheap valuation, strong growth metrics, and a top-tier CEO as reasons to build a position via dollar-cost averaging over the next year.
Tom Nash argues AMD is the most misunderstood beneficiary of the coming agentic AI and robotics wave, since rising CPU-to-GPU ratios will drive a surge in CPU demand that isn't priced in yet. He cites cheap valuation, strong growth metrics, and a top-tier CEO as reasons to build a position via dollar-cost averaging over the next year.